倪文珍
2023-11-25
已阅
@小虎周报：
港股周报：年内最惨板块迎来转机！
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AH股折价率缩小，部分公司出现倒挂；</p><p>2. 融创中国境外债务完成重组，化解约900亿元债务；</p><p>3. 监管拟定50家房企融资“白名单”，碧桂园等出险房企在列；</p><p>4. 小米集团三季度净利同比大增182.9%，但股价在财报后逆势下跌；</p><p>5. 快手第三季度营收279.5亿元，同比增20.8%；</p><p>6. 百度财报超预期，股价连续上涨；</p><p>7. FINI平台正式启用，港股IPO结算进入“T+2”时代；</p><p>8. 宁德时代考虑在香港上市；</p><p>9. 深圳发布楼市新政，二套房首付比例下调至40%。 </p><p><strong>本周老虎用户热门交易个股：</strong></p><p>Top1：小米集团，本周一小米发布三季报，业绩亮眼，造车亦有进展，但股价逆势下跌，周跌幅达到5.9%；</p><p>Top3：碧桂园，本周房地产市场利好不断，地产股大涨，碧桂园周涨幅达到26%；</p><p>Top8：百度集团，本周二百度发布三季报，业绩超预期，股价连续大涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ba32f1578dc69467ae4bede0a2f9b8f\" tg-width=\"756\" tg-height=\"1530\"></p><p><strong>下周值得关注的事件：</strong></p><p>1. 下周四，中国将公布11月制造业PMI指数，彭博经济学家预期值49.6；</p><p>2. 下周，老虎证券、美团、拼多多等中概股将发布财报：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0d78b740bbd8d23103471194ab5217a\" tg-width=\"1080\" tg-height=\"1454\"></p><p> <a data-mention-id=\"02007\" class=\"teditor-mention\" data-mention-name=\"碧桂园\" href=\"https://laohu8.com/S/02007\">$碧桂园(02007)$</a> <a data-mention-id=\"01918\" class=\"teditor-mention\" data-mention-name=\"融创中国\" href=\"https://laohu8.com/S/01918\">$融创中国(01918)$</a> <a data-mention-id=\"09988\" class=\"teditor-mention\" data-mention-name=\"阿里巴巴-SW\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <a data-mention-id=\"09888\" class=\"teditor-mention\" data-mention-name=\"百度集团-SW\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> <a data-mention-id=\"01810\" class=\"teditor-mention\" data-mention-name=\"小米集团-W\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> </p></body></html>","htmlText":"<html><head></head><body><p>本周，海内外大事较少，港股表现平淡，恒生指数周涨0.6%，恒生科技指数上涨1.12%。</p><p>虽然大盘没有惊喜，但个股和板块精彩纷呈，其中，受财报超预期影响，百度本周大涨14.2%；板块方面，受融创境外债务完成重组、深圳下调二套房首付比例和监管拟定50家房企融资“白名单”影响，年内最惨的房地产板块迎来大涨：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/787f2458da80e1b32ede3c547dfa8a17\" tg-width=\"1075\" tg-height=\"538\"></p><p>分行业看，本周所有板块悉数上涨，但南下资金意外净流出4.1亿港币：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eea9fefb6c0bf360ea4623bbf8216213\" tg-width=\"1095\" tg-height=\"556\"></p><p>分交易日看，南下资金疯狂高抛低吸，如本周一，恒指大涨1.86%，南下资金净流出61亿；周二，恒指冲高回落，南下资金再度抛售24.4亿；周三，恒指不涨不跌，南下资金大幅净流入51.6亿；周四，恒指低开高走涨1%，南下资金大笔流出57.5亿；周五，恒指大跌近2%，南下资金又大幅净流入87.3亿！</p><p>如此高抛低吸，真是令人大开眼界，到底是该批评内资没有格局，还是应该感谢它们充当了港股稳定器的角色？</p><p><strong>本周港股大事件：</strong></p><p>1. AH股折价率缩小，部分公司出现倒挂；</p><p>2. 融创中国境外债务完成重组，化解约900亿元债务；</p><p>3. 监管拟定50家房企融资“白名单”，碧桂园等出险房企在列；</p><p>4. 小米集团三季度净利同比大增182.9%，但股价在财报后逆势下跌；</p><p>5. 快手第三季度营收279.5亿元，同比增20.8%；</p><p>6. 百度财报超预期，股价连续上涨；</p><p>7. FINI平台正式启用，港股IPO结算进入“T+2”时代；</p><p>8. 宁德时代考虑在香港上市；</p><p>9. 深圳发布楼市新政，二套房首付比例下调至40%。 </p><p><strong>本周老虎用户热门交易个股：</strong></p><p>Top1：小米集团，本周一小米发布三季报，业绩亮眼，造车亦有进展，但股价逆势下跌，周跌幅达到5.9%；</p><p>Top3：碧桂园，本周房地产市场利好不断，地产股大涨，碧桂园周涨幅达到26%；</p><p>Top8：百度集团，本周二百度发布三季报，业绩超预期，股价连续大涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ba32f1578dc69467ae4bede0a2f9b8f\" tg-width=\"756\" tg-height=\"1530\"></p><p><strong>下周值得关注的事件：</strong></p><p>1. 下周四，中国将公布11月制造业PMI指数，彭博经济学家预期值49.6；</p><p>2. 下周，老虎证券、美团、拼多多等中概股将发布财报：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0d78b740bbd8d23103471194ab5217a\" tg-width=\"1080\" tg-height=\"1454\"></p><p> <a data-mention-id=\"02007\" class=\"teditor-mention\" data-mention-name=\"碧桂园\" href=\"https://laohu8.com/S/02007\">$碧桂园(02007)$</a> <a data-mention-id=\"01918\" class=\"teditor-mention\" data-mention-name=\"融创中国\" href=\"https://laohu8.com/S/01918\">$融创中国(01918)$</a> <a data-mention-id=\"09988\" class=\"teditor-mention\" data-mention-name=\"阿里巴巴-SW\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <a data-mention-id=\"09888\" class=\"teditor-mention\" data-mention-name=\"百度集团-SW\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> <a data-mention-id=\"01810\" class=\"teditor-mention\" data-mention-name=\"小米集团-W\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> </p></body></html>","text":"本周，海内外大事较少，港股表现平淡，恒生指数周涨0.6%，恒生科技指数上涨1.12%。 虽然大盘没有惊喜，但个股和板块精彩纷呈，其中，受财报超预期影响，百度本周大涨14.2%；板块方面，受融创境外债务完成重组、深圳下调二套房首付比例和监管拟定50家房企融资“白名单”影响，年内最惨的房地产板块迎来大涨： 分行业看，本周所有板块悉数上涨，但南下资金意外净流出4.1亿港币： 分交易日看，南下资金疯狂高抛低吸，如本周一，恒指大涨1.86%，南下资金净流出61亿；周二，恒指冲高回落，南下资金再度抛售24.4亿；周三，恒指不涨不跌，南下资金大幅净流入51.6亿；周四，恒指低开高走涨1%，南下资金大笔流出57.5亿；周五，恒指大跌近2%，南下资金又大幅净流入87.3亿！ 如此高抛低吸，真是令人大开眼界，到底是该批评内资没有格局，还是应该感谢它们充当了港股稳定器的角色？ 本周港股大事件： 1. AH股折价率缩小，部分公司出现倒挂； 2. 融创中国境外债务完成重组，化解约900亿元债务； 3. 监管拟定50家房企融资“白名单”，碧桂园等出险房企在列； 4. 小米集团三季度净利同比大增182.9%，但股价在财报后逆势下跌； 5. 快手第三季度营收279.5亿元，同比增20.8%； 6. 百度财报超预期，股价连续上涨； 7. FINI平台正式启用，港股IPO结算进入“T+2”时代； 8. 宁德时代考虑在香港上市； 9. 深圳发布楼市新政，二套房首付比例下调至40%。 本周老虎用户热门交易个股： Top1：小米集团，本周一小米发布三季报，业绩亮眼，造车亦有进展，但股价逆势下跌，周跌幅达到5.9%； Top3：碧桂园，本周房地产市场利好不断，地产股大涨，碧桂园周涨幅达到26%； Top8：百度集团，本周二百度发布三季报，业绩超预期，股价连续大涨。 下周值得关注的事件： 1. 下周四，中国将公布11月制造业PMI指数，彭博经济学家预期值49.6； 2. 下周，老虎证券、美团、拼多多等中概股将发布财报： $碧桂园(02007)$ $融创中国(01918)$ $阿里巴巴-SW(09988)$ $百度集团-SW(09888)$ $小米集团-W(01810)$","highlighted":1,"essential":2,"paper":2,"link":"https://laohu8.com/post/244872907137072","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["09988","09888","01918","01810","02007","BABA","CTRYY","BIDU","XIACY"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1509,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":1005,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/245165309468968"}
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