乐陶陶居
2021-02-12
这篇文章不错,转发给大家看
@新股之火:
新股月报(1月):医渡科技拯救了整个一月
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
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class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/323fc1fc8e12759a645138edca08eff9\" tg-width=\"640\" tg-height=\"349\"></p> <p><b>一、内卷到爆</b></p> <p> 原来预计诺辉健康认购倍数超过3000倍,没想到最新的消息是4000+,乙头别想稳一,一手中签率估计不超过2%,真是人挤人,内卷到爆,除了参与的人多,最主要的原因还是诺辉健康公开认购可分配的数量(不到8万手)太少,后续还是需要可分配数量大或者多只新股发行来降低内卷损耗了。</p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/520db8fa2da9dd240a09c93b23539161\" tg-width=\"410\" tg-height=\"386\"></p> <p><b>二、新股表现</b></p> <p> 1月份上市新股14只,首日开盘破发6只,破发率42.9%,破发率比较高,各新股主要数据如下:</p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/73a7b15827aa9e86e113a8fb54c17b50\" tg-width=\"688\" tg-height=\"501\"></p> <p>本表的数据统计是基于现金认购一手的情况下进行,且现金认购手续费为免费或低于20元,其中(1)加权收益=一手金额*一手中签率*涨幅;(2)加权交易成本=一手金额*一手中签率*3%,(3)加权收益的统计未剔除加权交易成本</p> <p>1、3个关键点表现</p> <p> 在默认所有新股都打一手的情况下,平均涨幅和加权收益如下:在暗盘收盘、首日开盘和收盘卖出3个时间点,平均涨幅分别为18.25%、14.65%和17.34%,对应的加权收益依次为789元、660元和1041元(不含加权交易成本163元),勉强不亏。</p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/73bafc7575b0bf49d86f4ae085ac5e17\" tg-width=\"634\" tg-height=\"500\"></p> <p>2、医渡科技</p> <p><b> </b> 本月港股打新那条街上最靓的仔当属医渡科技无疑了,一手中签率20%,但首日收盘大涨147.91%,一手绝对收益3890元,加权收益778元,是本月涨幅最高和收益最多的新股。如果没有了医渡科技,1月基本没什么大亮点了,可以说医渡科技拯救了一月。</p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/fb693ae7be7c80a6760c88db80db715c\" tg-width=\"688\" tg-height=\"388\"></p> <p>4、近12月收益</p> <p><b> </b> 近12月港股打新每月收益如图所示,加权收益(按首日开盘卖出计算)合计约2.96万(含加权成本0.75万),按每户本金3万计算,年化收益约73.7%。本月单户收益660元,表现较差,但打新趋势并未发生根本性变化,有待进一步观察。不过,由于参与打新人数的增加,对于打新的期望值还是要进一步调低。</p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/c973842c00293cfad0e4cdef1b7aae75\" tg-width=\"688\" tg-height=\"466\"></p> <p></p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/02158\">$医渡科技(02158)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/06668\">$星盛商业(06668)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/01490\">$网上车市(01490)$</a> </p> <p><b>免责声明</b>:(1)本人已尽可能从正规渠道获取资料,并尽量确保资料的准确性,且与任何公司不存在利益的关联性。(2)以上分析,仅代表本人观点和操作,新股申购截止前可能撤单,仅供参考,并不构成任何投资建议</p></body></html>","htmlText":"<html><head></head><body><p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/323fc1fc8e12759a645138edca08eff9\" tg-width=\"640\" tg-height=\"349\"></p> <p><b>一、内卷到爆</b></p> <p> 原来预计诺辉健康认购倍数超过3000倍,没想到最新的消息是4000+,乙头别想稳一,一手中签率估计不超过2%,真是人挤人,内卷到爆,除了参与的人多,最主要的原因还是诺辉健康公开认购可分配的数量(不到8万手)太少,后续还是需要可分配数量大或者多只新股发行来降低内卷损耗了。</p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/520db8fa2da9dd240a09c93b23539161\" tg-width=\"410\" tg-height=\"386\"></p> <p><b>二、新股表现</b></p> <p> 1月份上市新股14只,首日开盘破发6只,破发率42.9%,破发率比较高,各新股主要数据如下:</p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/73a7b15827aa9e86e113a8fb54c17b50\" tg-width=\"688\" tg-height=\"501\"></p> <p>本表的数据统计是基于现金认购一手的情况下进行,且现金认购手续费为免费或低于20元,其中(1)加权收益=一手金额*一手中签率*涨幅;(2)加权交易成本=一手金额*一手中签率*3%,(3)加权收益的统计未剔除加权交易成本</p> <p>1、3个关键点表现</p> <p> 在默认所有新股都打一手的情况下,平均涨幅和加权收益如下:在暗盘收盘、首日开盘和收盘卖出3个时间点,平均涨幅分别为18.25%、14.65%和17.34%,对应的加权收益依次为789元、660元和1041元(不含加权交易成本163元),勉强不亏。</p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/73bafc7575b0bf49d86f4ae085ac5e17\" tg-width=\"634\" tg-height=\"500\"></p> <p>2、医渡科技</p> <p><b> </b> 本月港股打新那条街上最靓的仔当属医渡科技无疑了,一手中签率20%,但首日收盘大涨147.91%,一手绝对收益3890元,加权收益778元,是本月涨幅最高和收益最多的新股。如果没有了医渡科技,1月基本没什么大亮点了,可以说医渡科技拯救了一月。</p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/fb693ae7be7c80a6760c88db80db715c\" tg-width=\"688\" tg-height=\"388\"></p> <p>4、近12月收益</p> <p><b> </b> 近12月港股打新每月收益如图所示,加权收益(按首日开盘卖出计算)合计约2.96万(含加权成本0.75万),按每户本金3万计算,年化收益约73.7%。本月单户收益660元,表现较差,但打新趋势并未发生根本性变化,有待进一步观察。不过,由于参与打新人数的增加,对于打新的期望值还是要进一步调低。</p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/c973842c00293cfad0e4cdef1b7aae75\" tg-width=\"688\" tg-height=\"466\"></p> <p></p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/02158\">$医渡科技(02158)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/06668\">$星盛商业(06668)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/01490\">$网上车市(01490)$</a> </p> <p><b>免责声明</b>:(1)本人已尽可能从正规渠道获取资料,并尽量确保资料的准确性,且与任何公司不存在利益的关联性。(2)以上分析,仅代表本人观点和操作,新股申购截止前可能撤单,仅供参考,并不构成任何投资建议</p></body></html>","text":"一、内卷到爆 原来预计诺辉健康认购倍数超过3000倍,没想到最新的消息是4000+,乙头别想稳一,一手中签率估计不超过2%,真是人挤人,内卷到爆,除了参与的人多,最主要的原因还是诺辉健康公开认购可分配的数量(不到8万手)太少,后续还是需要可分配数量大或者多只新股发行来降低内卷损耗了。 二、新股表现 1月份上市新股14只,首日开盘破发6只,破发率42.9%,破发率比较高,各新股主要数据如下: 本表的数据统计是基于现金认购一手的情况下进行,且现金认购手续费为免费或低于20元,其中(1)加权收益=一手金额*一手中签率*涨幅;(2)加权交易成本=一手金额*一手中签率*3%,(3)加权收益的统计未剔除加权交易成本 1、3个关键点表现 在默认所有新股都打一手的情况下,平均涨幅和加权收益如下:在暗盘收盘、首日开盘和收盘卖出3个时间点,平均涨幅分别为18.25%、14.65%和17.34%,对应的加权收益依次为789元、660元和1041元(不含加权交易成本163元),勉强不亏。 2、医渡科技 本月港股打新那条街上最靓的仔当属医渡科技无疑了,一手中签率20%,但首日收盘大涨147.91%,一手绝对收益3890元,加权收益778元,是本月涨幅最高和收益最多的新股。如果没有了医渡科技,1月基本没什么大亮点了,可以说医渡科技拯救了一月。 4、近12月收益 近12月港股打新每月收益如图所示,加权收益(按首日开盘卖出计算)合计约2.96万(含加权成本0.75万),按每户本金3万计算,年化收益约73.7%。本月单户收益660元,表现较差,但打新趋势并未发生根本性变化,有待进一步观察。不过,由于参与打新人数的增加,对于打新的期望值还是要进一步调低。 $医渡科技(02158)$ $星盛商业(06668)$ $网上车市(01490)$ 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