[比心]_老虎社区_美港股上老虎 - 老虎社区

@小虎周报：港股周策略：全面牛市渐行渐近，5G换机潮提振小米利润

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。

精彩评论

CLew
2021-07-27
CLew
thks

发表看法

1

6

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":973911674,"tweetId":"973911674","gmtCreate":1598423386398,"gmtModify":1704218767056,"author":{"id":39844973748057,"idStr":"39844973748057","authorId":39844973748057,"authorIdStr":"39844973748057","name":"七彩祥云","avatar":"https://static.tigerbbs.com/69b0f14bf22c2bc0071b589788de7cc4","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":5890,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><span>[比心]</span></body></html>","htmlText":"<html><head></head><body><span>[比心]</span></body></html>","text":"[比心]","highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/973911674","repostId":979656340,"repostType":1,"repost":{"magic":2,"id":979656340,"tweetId":"979656340","gmtCreate":1598241021174,"gmtModify":1744960551831,"author":{"id":36979109942400,"idStr":"36979109942400","authorId":36979109942400,"authorIdStr":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","vip":4,"userType":4,"introduction":"老虎股票官方帐号","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":565219,"starInvestorFlag":false},"themes":[{"themeId":"2782f14fb4044387bb6c40e93b4eca31","categoryId":"ab3d937a5fd848c08008411a9be702b5","name":"老虎官方出品","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":2782f14fb4044387bb6c40e93b4eca31}&rnconfig={\"headerBarHidden\": true}","description":"关于老虎的一切~~","image":"https://static.tigerbbs.com/b463960d0a5791a40e961f7e16628352"}],"images":[],"coverImages":[],"title":"港股周策略：全面牛市渐行渐近，5G换机潮提振小米利润","extraTitle":"","html":"<html><head></head><body><p>我们维持7月底以来对中资股vs美股回报在未来两个月左右可能阶段性退潮的判断，8-9月中美问题升温，任何的调整预计都是中期布局的好时机。全球宽松环境不改，加上中国领先的复苏，我们看好短期的盘整蓄势后，<a target=\"_blank\" href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> Q4涨破27000点，开启全面牛市；</p> <p><span style=\"color:rgba(128,29,29,1);\">越来越多的中国企业可以代表核心资产</span></p> <p>中国是目前消费体量最大、恢复也最快、互联网渗透率最高的经济体。巨大的体量让越来越多的本土企业成为可以代表中国消费、中国制造、中国移动互联网的核心资产。</p> <p>像蔚来、理想、小鹏之于电动车；贝壳之于房产交易；华为、小米之于手机；京东、阿里、拼多多之于电商，腾讯、网易之于游戏，美团之于本地化服务。</p> <p>随着下半年消费回暖，消费升级、国货崛起下的配置机会值得继续关注，我们持续看好<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 等新经济企业牛市“领航员”的角色。</p> <p><span style=\"color:rgba(147,45,45,1);\">本周财报：小米料受益于5G换机潮</span></p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>第二季毛利润可能优于市场普遍预期，因手机行业整体进入5G升级周期后，小米新机型密集发布推动整体利润率水平普遍提高。目前小米5G手机占公司出货量的26%，国内5G手机市场占有率为14%，高于市场平均。</p> <p>疫情原因，印度市场长期处于封锁状态，IDC数据显示，第二季度小米智能手机发货量下降了11.8%至2850万部，但仍超过其国内竞争对手Oppo和Vivo，且复苏速度快于市场预期。国内方面，强劲的智能手机需求可能意味着小米硬件业务第二季度的利润率会更高。</p> <p>此外，小米确定纳入恒指，其比重为2.59%，将在9月7日生效，侧面说明资本市场对小米的认可，或吸引主动或被动资金持续流入小米。</p></body></html>","htmlText":"<html><head></head><body><p>我们维持7月底以来对中资股vs美股回报在未来两个月左右可能阶段性退潮的判断，8-9月中美问题升温，任何的调整预计都是中期布局的好时机。全球宽松环境不改，加上中国领先的复苏，我们看好短期的盘整蓄势后，<a target=\"_blank\" href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> Q4涨破27000点，开启全面牛市；</p> <p><span style=\"color:rgba(128,29,29,1);\">越来越多的中国企业可以代表核心资产</span></p> <p>中国是目前消费体量最大、恢复也最快、互联网渗透率最高的经济体。巨大的体量让越来越多的本土企业成为可以代表中国消费、中国制造、中国移动互联网的核心资产。</p> <p>像蔚来、理想、小鹏之于电动车；贝壳之于房产交易；华为、小米之于手机；京东、阿里、拼多多之于电商，腾讯、网易之于游戏，美团之于本地化服务。</p> <p>随着下半年消费回暖，消费升级、国货崛起下的配置机会值得继续关注，我们持续看好<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 等新经济企业牛市“领航员”的角色。</p> <p><span style=\"color:rgba(147,45,45,1);\">本周财报：小米料受益于5G换机潮</span></p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>第二季毛利润可能优于市场普遍预期，因手机行业整体进入5G升级周期后，小米新机型密集发布推动整体利润率水平普遍提高。目前小米5G手机占公司出货量的26%，国内5G手机市场占有率为14%，高于市场平均。</p> <p>疫情原因，印度市场长期处于封锁状态，IDC数据显示，第二季度小米智能手机发货量下降了11.8%至2850万部，但仍超过其国内竞争对手Oppo和Vivo，且复苏速度快于市场预期。国内方面，强劲的智能手机需求可能意味着小米硬件业务第二季度的利润率会更高。</p> <p>此外，小米确定纳入恒指，其比重为2.59%，将在9月7日生效，侧面说明资本市场对小米的认可，或吸引主动或被动资金持续流入小米。</p></body></html>","text":"我们维持7月底以来对中资股vs美股回报在未来两个月左右可能阶段性退潮的判断，8-9月中美问题升温，任何的调整预计都是中期布局的好时机。全球宽松环境不改，加上中国领先的复苏，我们看好短期的盘整蓄势后，$恒生指数(HSI)$ Q4涨破27000点，开启全面牛市； 越来越多的中国企业可以代表核心资产 中国是目前消费体量最大、恢复也最快、互联网渗透率最高的经济体。巨大的体量让越来越多的本土企业成为可以代表中国消费、中国制造、中国移动互联网的核心资产。 像蔚来、理想、小鹏之于电动车；贝壳之于房产交易；华为、小米之于手机；京东、阿里、拼多多之于电商，腾讯、网易之于游戏，美团之于本地化服务。 随着下半年消费回暖，消费升级、国货崛起下的配置机会值得继续关注，我们持续看好$小米集团-W(01810)$ 、$腾讯控股(00700)$ 、$阿里巴巴-SW(09988)$ 、$美团点评-W(03690)$ 、$京东集团-SW(09618)$ 等新经济企业牛市“领航员”的角色。 本周财报：小米料受益于5G换机潮 $小米集团-W(01810)$第二季毛利润可能优于市场普遍预期，因手机行业整体进入5G升级周期后，小米新机型密集发布推动整体利润率水平普遍提高。目前小米5G手机占公司出货量的26%，国内5G手机市场占有率为14%，高于市场平均。 疫情原因，印度市场长期处于封锁状态，IDC数据显示，第二季度小米智能手机发货量下降了11.8%至2850万部，但仍超过其国内竞争对手Oppo和Vivo，且复苏速度快于市场预期。国内方面，强劲的智能手机需求可能意味着小米硬件业务第二季度的利润率会更高。 此外，小米确定纳入恒指，其比重为2.59%，将在9月7日生效，侧面说明资本市场对小米的认可，或吸引主动或被动资金持续流入小米。","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/979656340","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["09988","HSI","03690","00700","01810"],"verified":1,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":false,"causeOfNotShareable":"审核中，请稍后重试","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1296,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":30413,"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":6,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":5341988,"commentId":"5341988","gmtCreate":1627353888526,"gmtModify":1635220596845,"authorId":3581653576507809,"author":{"id":3581653576507809,"idStr":"3581653576507809","authorId":3581653576507809,"name":"CLew","avatar":"https://static.tigerbbs.com/d41c0d9a950d827fc6ba2cea7497a25d","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":973911674,"objectIdStr":"973911674","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<u>thks</u>","text":"<u>thks</u>","html":"<u>thks</u>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/973911674"}