parko522
12-20
蹲一个后续对不对
@一天一世界:
港股打新:“概念都可以,参与就无语,三选一,就它!”英诺赛科、健康之路和讯飞医疗科技申购分析及建议。
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class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b15683df0debc7e4d2ddabf7480aea0a\" tg-width=\"200\" tg-height=\"200\"><img><span class=\"focused\"></span></p>\n<p>今天港股新上3只,英诺赛科、健康之路和讯飞医疗科技,看的我眼花缭乱。最近新股都是成双成对,接二连三,赶着上市,想来也是打着小算盘,争取又上市又入通,精准操作。</p>\n<p>要知道,港股的增量资金,现在的窗口,除了来去如风的外资,稳定的来源当属港股通。尤其是中小市值的公司,百益而无一害:提供资金承接,吸引更多投资者,良性循环,方便市值管理......这简直是完美开局~~~</p>\n<p><br></p>\n<p><a href=\"https://www.laohu8.com/S/02577\">$英诺赛科(02577)$ </a>英诺赛科,代码02577,半导体产业,氮化镓晶圆制造商,氮化镓赛道的绝对龙头,自主可控概念,热门概念。财务方面,资金链紧张,处于持续亏损状态但亏损收窄,营收增长迅速;基石4名,有行业功率巨头意法半导体和江苏国企混改基金站台,4名基石共计认购52.97%,认购占比较高;联席保荐人中金和招银,战绩一般,偏负面;相对估值,PS50倍,港股没啥可比对象,不好判断,与官方行业估值比,估值过高。整体而言,概念可以,可申可不申。</p>\n<p><br></p>\n<p><a href=\"https://www.laohu8.com/S/02587\">$健康之路(02587)$ </a>健康之路,代码02587,一家专注于数字健康医疗服务的公司,互联网医疗概念;三次递表,迫切融资;财务较差,持续亏损且扩大,增收不增利;基石1名,横琴投资认购49.10%,认购占比一般;保荐人建银,战绩中规中矩,近期项目表现较好;相对估值,PS6倍左右,比起平安好医生1.5,估值过高;医药医疗,港股扎堆,整体表现,惨不忍睹,健康之路不健康啊,偏向不申。</p>\n<p><br></p>\n<p><a href=\"https://www.laohu8.com/S/02506\">$讯飞医疗科技(02506)$ </a>讯飞医疗科技,代码02506,AI赋能的医疗方案提供商,AI医疗概念?科大讯飞子公司,分拆上市,二次递表;基石5名,星群、达安、迅医、横琴投资和基石资管等合计认购47.5%,锁定半年,认购占比一般;联席保荐人华泰、广发和建银,华泰是稳价人,整体战绩负面,尤其是华泰,风评极差;相对估值,PS18倍左右,对比阿里健康、京东健康不到2倍的估值,过于高估,比健康之路都还要高;如健康之路建议:医药医疗,港股扎堆,整体表现,惨不忍睹,AI也救不了你,偏向不申。</p>\n<p>三选一,非要在这三个里面选一个的话,显然易见,选择英诺赛科风险是小一些的。目前这3个申购情绪都比较冷淡,建议再观望一下,是在忍不住,就抱紧半导体。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85e027e2458ae3fd0c952dfea958c71d\" tg-width=\"200\" tg-height=\"200\"><span class=\"\"></span></p></body></html>","htmlText":"<html><head></head><body><p>今日草姬集团暗盘,走势喜人,大涨。中签的朋友,恭喜发财了。在认购如此火爆的情况下,却选择下限定价,很良心。良心换好报,上涨的概率较大,加上本来盘小又低价,今日大涨也不算意外。此类股波动较大,赚钱了就走,千万别想着盘中回落,大笔抄底哦,咱打新不炒新。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b15683df0debc7e4d2ddabf7480aea0a\" tg-width=\"200\" tg-height=\"200\"><img><span class=\"focused\"></span></p>\n<p>今天港股新上3只,英诺赛科、健康之路和讯飞医疗科技,看的我眼花缭乱。最近新股都是成双成对,接二连三,赶着上市,想来也是打着小算盘,争取又上市又入通,精准操作。</p>\n<p>要知道,港股的增量资金,现在的窗口,除了来去如风的外资,稳定的来源当属港股通。尤其是中小市值的公司,百益而无一害:提供资金承接,吸引更多投资者,良性循环,方便市值管理......这简直是完美开局~~~</p>\n<p><br></p>\n<p><a href=\"https://www.laohu8.com/S/02577\">$英诺赛科(02577)$ </a>英诺赛科,代码02577,半导体产业,氮化镓晶圆制造商,氮化镓赛道的绝对龙头,自主可控概念,热门概念。财务方面,资金链紧张,处于持续亏损状态但亏损收窄,营收增长迅速;基石4名,有行业功率巨头意法半导体和江苏国企混改基金站台,4名基石共计认购52.97%,认购占比较高;联席保荐人中金和招银,战绩一般,偏负面;相对估值,PS50倍,港股没啥可比对象,不好判断,与官方行业估值比,估值过高。整体而言,概念可以,可申可不申。</p>\n<p><br></p>\n<p><a href=\"https://www.laohu8.com/S/02587\">$健康之路(02587)$ </a>健康之路,代码02587,一家专注于数字健康医疗服务的公司,互联网医疗概念;三次递表,迫切融资;财务较差,持续亏损且扩大,增收不增利;基石1名,横琴投资认购49.10%,认购占比一般;保荐人建银,战绩中规中矩,近期项目表现较好;相对估值,PS6倍左右,比起平安好医生1.5,估值过高;医药医疗,港股扎堆,整体表现,惨不忍睹,健康之路不健康啊,偏向不申。</p>\n<p><br></p>\n<p><a href=\"https://www.laohu8.com/S/02506\">$讯飞医疗科技(02506)$ </a>讯飞医疗科技,代码02506,AI赋能的医疗方案提供商,AI医疗概念?科大讯飞子公司,分拆上市,二次递表;基石5名,星群、达安、迅医、横琴投资和基石资管等合计认购47.5%,锁定半年,认购占比一般;联席保荐人华泰、广发和建银,华泰是稳价人,整体战绩负面,尤其是华泰,风评极差;相对估值,PS18倍左右,对比阿里健康、京东健康不到2倍的估值,过于高估,比健康之路都还要高;如健康之路建议:医药医疗,港股扎堆,整体表现,惨不忍睹,AI也救不了你,偏向不申。</p>\n<p>三选一,非要在这三个里面选一个的话,显然易见,选择英诺赛科风险是小一些的。目前这3个申购情绪都比较冷淡,建议再观望一下,是在忍不住,就抱紧半导体。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85e027e2458ae3fd0c952dfea958c71d\" tg-width=\"200\" tg-height=\"200\"><span class=\"\"></span></p></body></html>","text":"今日草姬集团暗盘,走势喜人,大涨。中签的朋友,恭喜发财了。在认购如此火爆的情况下,却选择下限定价,很良心。良心换好报,上涨的概率较大,加上本来盘小又低价,今日大涨也不算意外。此类股波动较大,赚钱了就走,千万别想着盘中回落,大笔抄底哦,咱打新不炒新。 今天港股新上3只,英诺赛科、健康之路和讯飞医疗科技,看的我眼花缭乱。最近新股都是成双成对,接二连三,赶着上市,想来也是打着小算盘,争取又上市又入通,精准操作。 要知道,港股的增量资金,现在的窗口,除了来去如风的外资,稳定的来源当属港股通。尤其是中小市值的公司,百益而无一害:提供资金承接,吸引更多投资者,良性循环,方便市值管理......这简直是完美开局~~~ $英诺赛科(02577)$ 英诺赛科,代码02577,半导体产业,氮化镓晶圆制造商,氮化镓赛道的绝对龙头,自主可控概念,热门概念。财务方面,资金链紧张,处于持续亏损状态但亏损收窄,营收增长迅速;基石4名,有行业功率巨头意法半导体和江苏国企混改基金站台,4名基石共计认购52.97%,认购占比较高;联席保荐人中金和招银,战绩一般,偏负面;相对估值,PS50倍,港股没啥可比对象,不好判断,与官方行业估值比,估值过高。整体而言,概念可以,可申可不申。 $健康之路(02587)$ 健康之路,代码02587,一家专注于数字健康医疗服务的公司,互联网医疗概念;三次递表,迫切融资;财务较差,持续亏损且扩大,增收不增利;基石1名,横琴投资认购49.10%,认购占比一般;保荐人建银,战绩中规中矩,近期项目表现较好;相对估值,PS6倍左右,比起平安好医生1.5,估值过高;医药医疗,港股扎堆,整体表现,惨不忍睹,健康之路不健康啊,偏向不申。 $讯飞医疗科技(02506)$ 讯飞医疗科技,代码02506,AI赋能的医疗方案提供商,AI医疗概念?科大讯飞子公司,分拆上市,二次递表;基石5名,星群、达安、迅医、横琴投资和基石资管等合计认购47.5%,锁定半年,认购占比一般;联席保荐人华泰、广发和建银,华泰是稳价人,整体战绩负面,尤其是华泰,风评极差;相对估值,PS18倍左右,对比阿里健康、京东健康不到2倍的估值,过于高估,比健康之路都还要高;如健康之路建议:医药医疗,港股扎堆,整体表现,惨不忍睹,AI也救不了你,偏向不申。 三选一,非要在这三个里面选一个的话,显然易见,选择英诺赛科风险是小一些的。目前这3个申购情绪都比较冷淡,建议再观望一下,是在忍不住,就抱紧半导体。","highlighted":1,"essential":1,"paper":2,"link":"https://laohu8.com/post/382976323194984","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["02577","02587","02506"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":1831,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":69,"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":16,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/383574995739040"}
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