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Alex_Wu
2020-11-23
这篇文章不错，转发给大家看
抱歉，原内容已删除
Alex_Wu
2019-05-09
$维亚生物(01873)$ 这是怎么回事？？？？？
Alex_Wu
2019-05-07
$Beyond Meat Inc.(BYND)$ 46买的，长期持有，不卖
Alex_Wu
2018-11-06
$美团点评-W(03690)$投行一致长期看好，长期持有，不着急
Alex_Wu
2018-11-06
$华兴资本控股(01911)$高盛给了39港币的目标价，我仓位均价21，长期持有，不着急。
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这是怎么回事？？？？？","images":[{"img":"https://static.tigerbbs.com/b292ebd13018e1ed6bdded19e417c296"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/901059901","isVote":1,"tweetType":1,"viewCount":2058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":399866965,"gmtCreate":1606099618857,"gmtModify":1703840836000,"author":{"id":"129796316725764","authorId":"129796316725764","name":"Alex_Wu","avatar":"https://static.tigerbbs.com/777cff5fee6b01976948e4c34af0cec8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"129796316725764","authorIdStr":"129796316725764"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399866965","repostId":"2084282014","repostType":2,"repost":{"id":"2084282014","kind":"news","pubTimestamp":1605865920,"share":"https://www.laohu8.com/m/news/2084282014?lang=&edition=full","pubTime":"2020-11-20 17:52","market":"hk","language":"zh","title":"2000亿铜矿巨头横空出世：紫金矿业一个半月暴涨50% 还能上车吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2084282014","media":"新浪财经综合","summary":"2000亿铜矿巨头横空出世，一个半月暴涨50%，还有上车机会吗？个股方面，宏创控股三连板成为板块新标杆，锂矿巨头天齐锂业结束8个交易日的调整，再度放量涨停。前期领涨有色金属板块的“铜铝”分支，依旧延续良好表现，紫金矿业、中国铝业、南山铝业、天山铝业等多只概念股涨幅超5%。 值得注意的是，紫金矿业今日大涨7.16%，股价也再次创出了历史新高，总市值也跨上了2000亿大关。国庆节后至今，该股在近一个半月的时间内涨幅已近50%。","content":"<html><body><div>\n<p cms-style=\"font-L\"> 2000亿铜矿巨头横空出世，一个半月暴涨50%，还有上车机会吗？</p>\n<p> 来源：财联社</p>\n<p cms-style=\"font-L\"> 财联社（上海，研究员 周辰）讯，昨日修整了一个交易日的有色金属板块今日再度走强，在各行业板块中再次处于领涨位置，整体涨幅近4%，两市共计4只有色金属概念股涨停。个股方面，<span><a href=\"https://laohu8.com/S/002379\">宏创控股</a></span><span></span>三连板成为板块新标杆，锂矿巨头<span><a href=\"https://laohu8.com/S/002466\">天齐锂业</a></span><span></span>结束8个交易日的调整，再度放量涨停。前期领涨有色金属板块的“铜铝”分支，依旧延续良好表现，<span><a href=\"https://laohu8.com/S/601899\">紫金矿业</a></span><span></span>、<span><a href=\"https://laohu8.com/S/ACH\">中国铝业</a></span><span></span>、<span><a href=\"https://laohu8.com/S/600219\">南山铝业</a></span><span></span>、<span><a href=\"https://laohu8.com/S/002532\">天山铝业</a></span><span></span>等多只概念股涨幅超5%。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/86/w550h336/20201120/3057-kefmphc0023155.png\"/><span></span></div>\n<p cms-style=\"font-L\"> 值得注意的是，<a href=\"https://laohu8.com/S/02899\">紫金矿业</a>今日大涨7.16%，股价也再次创出了历史新高，总市值也跨上了2000亿大关。国庆节后至今，该股在近一个半月的时间内涨幅已近50%。拉长周期看，今日这根趋势新高的大阳线不仅使得市值单日增长了152亿，更使得年初至今的涨幅达到了100%，成为了一只标准的翻倍股。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/750/w550h200/20201120/10b0-kefmphc0023179.png\"/><span></span></div>\n<p cms-style=\"font-L strong-Bold\"> 紫金矿业日线走势图</p>\n<p cms-style=\"font-L\"> 消息面上，11月19日，上海期货交易所全资子公司上海国际能源交易中心推出国际铜期货合约，该合约成为了上海期货交易所这一国际化平台上市的第四个上市品种，同时也成为了国内期货市场首个以“双合约”分别在国内和国际两大平台上市的品种。市场分析认为，借此中国市场对全球铜供应链定价功能将进一步增强。国际铜期货诞生，意味着在全球铜产业链上形成世界参与的“中国价格”渐行渐近。</p>\n<p cms-style=\"font-L\"> 中国证监会副主席方星海表示，此次上期所用“双合约”推出国际铜期货，是存量期货品种对外开放的崭新探索，对进一步促进国内外铜产业链和供应链深度融合具有重要意义。</p>\n<p cms-style=\"strong-Bold font-L\"> <font cms-style=\"font-L strong-Bold\">宏观和行业自身基本面利好形成共振</font></p>\n<p cms-style=\"font-L\"> 对于近期铜价的上涨，业内普遍认为这主要是由补库周期所带动。另外，宏观和行业基本面都有利好，从而形成了利好因素的叠加共振。</p>\n<p cms-style=\"font-L\"> 宏观方面除了一致化的流动性交易预期外，美元的结构性弱化也是提振金属价格强势的因素之一，而这点可以从美元与其他主流货币一年期交易利差的收窄所印证。如果从铜自身基本面角度来看，铜供应依然是存有问题，体现在上游矿端。全球整体铜显性库存也处于历史偏低位置，国内的铜库存同样出现低位去化，基本面数据显示供给依然偏紧。从铜需求角度观察，下游加工企业的订单在10月都有增加，全部扩张到50以上。新出口订单10月为50.25，增速环比大涨1.09，这两者均说明了铜产品出口也在开始好转。</p>\n<p cms-style=\"font-L\"> 业内人士分析，根据历史经验来说，当出现这种情况的时候，这表明铜的原材料补库周期可能会再度开启，意味着价格向上的弹性可能再度放大。</p>\n<p cms-style=\"font-L\"> 此外，尽管欧美面临二次疫情，但全球制造业亦延续边际复苏态势，对铜价也形成了重要支撑。市场对美国财政刺激仍有一定预期，美元可能整体延续走弱趋势，也利好铜等大宗金属。</p>\n<p cms-style=\"strong-Bold font-L\"> <font cms-style=\"font-L strong-Bold\">铜具有货币和工业品双重属性</font></p>\n<p cms-style=\"font-L\"> 作为重要的工业品之一，铜价对货币的敏感度非常高，货币仍然是起着决定性的作用。具体来看，美联储因疫情影响而进行的QE仍在持续，并且在失业率达到较低位置前，大概率仍会持续流动性释放。与此同时，在疫情方面美国仍未看到拐点的出现，因此在疫苗大规模应用前，美联储可能一直维持QE继续释放流动性。持续的流动性释放为铜价持续上扬奠定了货币属性的基础。</p>\n<p cms-style=\"font-L\"> 值得注意的是，三季度LME铜均价为6506.59美元/吨，同比上涨11.74%，这已经使得铜企三季度利润出现了超预期的现象。此前已公布的三季报显示，紫金矿业前三季度共实现净利润45.72亿元，同比去年增长52.12%。在目前机构普遍预计均价仍将上涨20%的情况下，这将使得铜企业的业绩有望再创年内新高。</p>\n<p cms-style=\"font-L\"> 板块估值方面，有色金属板块PE估值40.7倍，28个申万一级行业中排名第7。PB估值2.6倍，排名第15，估值整体适中。</p>\n<p cms-style=\"font-L\"> <span><a href=\"https://laohu8.com/S/600030\">中信证券</a></span><span></span>在其研报中指出，历史性的低库存下，期待明年国内外需求端修复。全球工业金属品种均处于历史性的低库存水平，铜一度创下了2005年以来的新低，2010年前后是工业金属最后一轮资本性扩张的周期，供给端弹性大幅下降，一旦需求端有边际变化，商品价格弹性很高，判断明年上半年随着疫苗和美国大选落地，工业金属品种将迎来国内外需求端共振，特别是美国欧洲或将推出新一轮的财政刺激政策，将大幅提振海外商品需求，建议布局供给端弹性较弱的铜铝等工业金属品种。</p>\n<p cms-style=\"strong-Bold font-L\"> <font cms-style=\"font-L strong-Bold\">财联社梳理有色金属（铜）概念如下：</font></p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/209/w550h459/20201120/e38b-kefmphc0023217.png\"/><span></span></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经APP</div>\n</div>\n<p>责任编辑：逯文云 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2000亿铜矿巨头横空出世：紫金矿业一个半月暴涨50% 还能上车吗？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ 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{color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2000亿铜矿巨头横空出世：紫金矿业一个半月暴涨50% 还能上车吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-20 17:52 北京时间 <a href=https://finance.sina.com.cn/stock/s/2020-11-20/doc-iiznctke2448164.shtml><strong>新浪财经综合</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2000亿铜矿巨头横空出世，一个半月暴涨50%，还有上车机会吗？\n 来源：财联社\n 财联社（上海，研究员 周辰）讯，昨日修整了一个交易日的有色金属板块今日再度走强，在各行业板块中再次处于领涨位置，整体涨幅近4%，两市共计4只有色金属概念股涨停。个股方面，宏创控股三连板成为板块新标杆，锂矿巨头天齐锂业结束8个交易日的调整，再度放量涨停。前期领涨有色金属板块的“铜铝”分支，依旧延续良好表现，...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/s/2020-11-20/doc-iiznctke2448164.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ec51452295ac0124dcdc8a4db5658674","relate_stocks":{"601899":"紫金矿业","02899":"紫金矿业"},"source_url":"https://finance.sina.com.cn/stock/s/2020-11-20/doc-iiznctke2448164.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2084282014","content_text":"2000亿铜矿巨头横空出世，一个半月暴涨50%，还有上车机会吗？\n 来源：财联社\n 财联社（上海，研究员 周辰）讯，昨日修整了一个交易日的有色金属板块今日再度走强，在各行业板块中再次处于领涨位置，整体涨幅近4%，两市共计4只有色金属概念股涨停。个股方面，宏创控股三连板成为板块新标杆，锂矿巨头天齐锂业结束8个交易日的调整，再度放量涨停。前期领涨有色金属板块的“铜铝”分支，依旧延续良好表现，紫金矿业、中国铝业、南山铝业、天山铝业等多只概念股涨幅超5%。\n\n 值得注意的是，紫金矿业今日大涨7.16%，股价也再次创出了历史新高，总市值也跨上了2000亿大关。国庆节后至今，该股在近一个半月的时间内涨幅已近50%。拉长周期看，今日这根趋势新高的大阳线不仅使得市值单日增长了152亿，更使得年初至今的涨幅达到了100%，成为了一只标准的翻倍股。\n\n 紫金矿业日线走势图\n 消息面上，11月19日，上海期货交易所全资子公司上海国际能源交易中心推出国际铜期货合约，该合约成为了上海期货交易所这一国际化平台上市的第四个上市品种，同时也成为了国内期货市场首个以“双合约”分别在国内和国际两大平台上市的品种。市场分析认为，借此中国市场对全球铜供应链定价功能将进一步增强。国际铜期货诞生，意味着在全球铜产业链上形成世界参与的“中国价格”渐行渐近。\n 中国证监会副主席方星海表示，此次上期所用“双合约”推出国际铜期货，是存量期货品种对外开放的崭新探索，对进一步促进国内外铜产业链和供应链深度融合具有重要意义。\n 宏观和行业自身基本面利好形成共振\n 对于近期铜价的上涨，业内普遍认为这主要是由补库周期所带动。另外，宏观和行业基本面都有利好，从而形成了利好因素的叠加共振。\n 宏观方面除了一致化的流动性交易预期外，美元的结构性弱化也是提振金属价格强势的因素之一，而这点可以从美元与其他主流货币一年期交易利差的收窄所印证。如果从铜自身基本面角度来看，铜供应依然是存有问题，体现在上游矿端。全球整体铜显性库存也处于历史偏低位置，国内的铜库存同样出现低位去化，基本面数据显示供给依然偏紧。从铜需求角度观察，下游加工企业的订单在10月都有增加，全部扩张到50以上。新出口订单10月为50.25，增速环比大涨1.09，这两者均说明了铜产品出口也在开始好转。\n 业内人士分析，根据历史经验来说，当出现这种情况的时候，这表明铜的原材料补库周期可能会再度开启，意味着价格向上的弹性可能再度放大。\n 此外，尽管欧美面临二次疫情，但全球制造业亦延续边际复苏态势，对铜价也形成了重要支撑。市场对美国财政刺激仍有一定预期，美元可能整体延续走弱趋势，也利好铜等大宗金属。\n 铜具有货币和工业品双重属性\n 作为重要的工业品之一，铜价对货币的敏感度非常高，货币仍然是起着决定性的作用。具体来看，美联储因疫情影响而进行的QE仍在持续，并且在失业率达到较低位置前，大概率仍会持续流动性释放。与此同时，在疫情方面美国仍未看到拐点的出现，因此在疫苗大规模应用前，美联储可能一直维持QE继续释放流动性。持续的流动性释放为铜价持续上扬奠定了货币属性的基础。\n 值得注意的是，三季度LME铜均价为6506.59美元/吨，同比上涨11.74%，这已经使得铜企三季度利润出现了超预期的现象。此前已公布的三季报显示，紫金矿业前三季度共实现净利润45.72亿元，同比去年增长52.12%。在目前机构普遍预计均价仍将上涨20%的情况下，这将使得铜企业的业绩有望再创年内新高。\n 板块估值方面，有色金属板块PE估值40.7倍，28个申万一级行业中排名第7。PB估值2.6倍，排名第15，估值整体适中。\n 中信证券在其研报中指出，历史性的低库存下，期待明年国内外需求端修复。全球工业金属品种均处于历史性的低库存水平，铜一度创下了2005年以来的新低，2010年前后是工业金属最后一轮资本性扩张的周期，供给端弹性大幅下降，一旦需求端有边际变化，商品价格弹性很高，判断明年上半年随着疫苗和美国大选落地，工业金属品种将迎来国内外需求端共振，特别是美国欧洲或将推出新一轮的财政刺激政策，将大幅提振海外商品需求，建议布局供给端弹性较弱的铜铝等工业金属品种。\n 财联社梳理有色金属（铜）概念如下：\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：逯文云","news_type":1},"isVote":1,"tweetType":1,"viewCount":1422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
