+关注
张一龙
暂无个人介绍
IP属地:上海
43
关注
10
粉丝
0
主题
0
勋章
主贴
热门
张一龙
2020-07-13
$微美全息(WIMI)$
清仓卖了,你们继续加油炒这个皮包公司吧,去过这公司的表示,这公司市值比真实价值大概多了两个0,我感觉我也能做一个市值百亿人民币的上市公司了。
张一龙
2020-07-14
$微美全息(WIMI)$
笑死了,你们连这公司干啥的都不知道,就一皮包公司,啥实际业务都没有还核心竞争力呢,全息AR牛逼技术都在互联网巨头手里,这破玩意儿公司也就值个几千万美元,新三板退市股重新在美股上市就又骗一波韭菜,拉高出货派给**,笑死。
张一龙
2020-11-25
$云集(YJ)$
楼下拿嘴空呢,都没有卖空服务
张一龙
2019-04-05
$腾讯控股(00700)$ 下周开始,腾讯游戏进入复苏期,暑假到明年一季度进入繁荣期。 4.11一起来捉妖上线,打响第一枪。 加上A股大盘高涨,港股通上周开始南下找价值洼地,腾讯躺着数钱单边无脑做多的日子又要开始了。 万一并购nexon成功,堡垒之夜和吃鸡拿了版号,那就更爽了,呵呵。
张一龙
2020-07-13
$微美全息(WIMI)$
有人去过这公司么?听说是个皮包公司?研发投入5%的科技公司?还没有广告公司研发费用率高,这都能炒?接盘吧,十年山顶站岗。
张一龙
2020-12-04
$云集(YJ)$
$云集(YJ.US)$ 很明显上次跳空高开的位置有20亿以上的买盘,不知道看到了啥
张一龙
2020-07-10
$微美全息(WIMI)$
发生了啥
张一龙
2020-04-22
成交量不一定全是买入啊,还可能是卖出啊,什么**研报
抱歉,原内容已删除
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3442034813397098,"uuid":"3442034813397098","gmtCreate":1485968120550,"gmtModify":1504278337142,"name":"张一龙","pinyin":"zylzhangyilong","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":10,"headSize":43,"tweetSize":8,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":3,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.07.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.66%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"80.36%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"上海","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":396690266,"gmtCreate":1607094518155,"gmtModify":1703846448435,"author":{"id":"3442034813397098","authorId":"3442034813397098","name":"张一龙","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YJ\">$云集(YJ)$</a>$云集(YJ.US)$ 很明显上次跳空高开的位置有20亿以上的买盘,不知道看到了啥","listText":"<a href=\"https://laohu8.com/S/YJ\">$云集(YJ)$</a>$云集(YJ.US)$ 很明显上次跳空高开的位置有20亿以上的买盘,不知道看到了啥","text":"$云集(YJ)$$云集(YJ.US)$ 很明显上次跳空高开的位置有20亿以上的买盘,不知道看到了啥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/396690266","isVote":1,"tweetType":1,"viewCount":1651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393224180,"gmtCreate":1606314762240,"gmtModify":1703842543903,"author":{"id":"3442034813397098","authorId":"3442034813397098","name":"张一龙","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YJ\">$云集(YJ)$</a>楼下拿嘴空呢,都没有卖空服务","listText":"<a href=\"https://laohu8.com/S/YJ\">$云集(YJ)$</a>楼下拿嘴空呢,都没有卖空服务","text":"$云集(YJ)$楼下拿嘴空呢,都没有卖空服务","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/393224180","isVote":1,"tweetType":1,"viewCount":1704,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":941029115,"gmtCreate":1594735968037,"gmtModify":1704206630227,"author":{"id":"3442034813397098","authorId":"3442034813397098","name":"张一龙","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>笑死了,你们连这公司干啥的都不知道,就一皮包公司,啥实际业务都没有还核心竞争力呢,全息AR牛逼技术都在互联网巨头手里,这破玩意儿公司也就值个几千万美元,新三板退市股重新在美股上市就又骗一波韭菜,拉高出货派给**,笑死。","listText":"<a href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>笑死了,你们连这公司干啥的都不知道,就一皮包公司,啥实际业务都没有还核心竞争力呢,全息AR牛逼技术都在互联网巨头手里,这破玩意儿公司也就值个几千万美元,新三板退市股重新在美股上市就又骗一波韭菜,拉高出货派给**,笑死。","text":"$微美全息(WIMI)$笑死了,你们连这公司干啥的都不知道,就一皮包公司,啥实际业务都没有还核心竞争力呢,全息AR牛逼技术都在互联网巨头手里,这破玩意儿公司也就值个几千万美元,新三板退市股重新在美股上市就又骗一波韭菜,拉高出货派给**,笑死。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/941029115","isVote":1,"tweetType":1,"viewCount":3936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":943559921,"gmtCreate":1594654098763,"gmtModify":1704206234015,"author":{"id":"3442034813397098","authorId":"3442034813397098","name":"张一龙","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>清仓卖了,你们继续加油炒这个皮包公司吧,去过这公司的表示,这公司市值比真实价值大概多了两个0,我感觉我也能做一个市值百亿人民币的上市公司了。","listText":"<a href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>清仓卖了,你们继续加油炒这个皮包公司吧,去过这公司的表示,这公司市值比真实价值大概多了两个0,我感觉我也能做一个市值百亿人民币的上市公司了。","text":"$微美全息(WIMI)$清仓卖了,你们继续加油炒这个皮包公司吧,去过这公司的表示,这公司市值比真实价值大概多了两个0,我感觉我也能做一个市值百亿人民币的上市公司了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/943559921","isVote":1,"tweetType":1,"viewCount":2231,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3452641362579276","authorId":"3452641362579276","name":"透甲锥","avatar":"https://static.laohu8.com/d576f293167e1db7f539efdb1cab6f73","crmLevel":2,"crmLevelSwitch":0},"content":"腾讯当年也只值60万","text":"腾讯当年也只值60万","html":"腾讯当年也只值60万"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":943588603,"gmtCreate":1594651456602,"gmtModify":1704206197937,"author":{"id":"3442034813397098","authorId":"3442034813397098","name":"张一龙","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>有人去过这公司么?听说是个皮包公司?研发投入5%的科技公司?还没有广告公司研发费用率高,这都能炒?接盘吧,十年山顶站岗。","listText":"<a href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>有人去过这公司么?听说是个皮包公司?研发投入5%的科技公司?还没有广告公司研发费用率高,这都能炒?接盘吧,十年山顶站岗。","text":"$微美全息(WIMI)$有人去过这公司么?听说是个皮包公司?研发投入5%的科技公司?还没有广告公司研发费用率高,这都能炒?接盘吧,十年山顶站岗。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/943588603","isVote":1,"tweetType":1,"viewCount":3154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":943979438,"gmtCreate":1594381195124,"gmtModify":1704205462269,"author":{"id":"3442034813397098","authorId":"3442034813397098","name":"张一龙","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>发生了啥","listText":"<a href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>发生了啥","text":"$微美全息(WIMI)$发生了啥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/943979438","isVote":1,"tweetType":1,"viewCount":1336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":922696374,"gmtCreate":1587528588998,"gmtModify":1704364599148,"author":{"id":"3442034813397098","authorId":"3442034813397098","name":"张一龙","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"成交量不一定全是买入啊,还可能是卖出啊,什么**研报","listText":"成交量不一定全是买入啊,还可能是卖出啊,什么**研报","text":"成交量不一定全是买入啊,还可能是卖出啊,什么**研报","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/922696374","repostId":"1165616464","repostType":4,"repost":{"id":"1165616464","pubTimestamp":1587478002,"share":"https://www.laohu8.com/m/news/1165616464?lang=&edition=full","pubTime":"2020-04-21 22:06","market":"sh","language":"zh","title":"港股百年发展史,正在迎来历史大变局","url":"https://stock-news.laohu8.com/highlight/detail?id=1165616464","media":"尧望后势","summary":"前言:去年报告《香港股市变迁录》中,我们详细复盘了港股从早期的“香港会”、“四会”到上世纪80年代联交所成立,再到本世纪互联互通时代的百年发展史。港股能够历经百年风云而不衰,除了自身的国际化程度与离岸","content":"<p><b><span>前言:</span></b><span>去年报告《香港股市变迁录》中,我们详细复盘了港股从早期的“香港会”、“四会”到上世纪80年代联交所成立,再到本世纪互联互通时代的百年发展史。港股能够历经百年风云而不衰,除了自身的国际化程度与离岸市场地位之外,还依托于大陆的对外开放与资金往来。5年再回首,自两岸互联互通机制建立以来,我们已经见证了A股国际化和成熟化;而就在国际资金持续北上的同时,大量的北水南下也悄然成为港股市场的中坚力量。自上世纪联交所成立以来,香港市场的交易结构长期由国际资金所主导,而当前港股正迎来“内资化”这一历史大变局,其带来的深刻影响亦须高度重视。</span></p>\n<h3>报<span>告正文</span></h3>\n<p><b><span>5年来,伴随A股国际化,港股也在悄然“内资化”</span></b></p>\n<p><b><span>自2014年底两岸互联互通建立以来,A股国际化进程快速推进,带来的影响可谓极为深远。</span></b><span>过去的5年,是国内资本市场对外开放全面提速的5年,也是A股真正走向国际化的5年。期间,我们先后见证了沪股通、深股通、MSCI、富时罗素纳入及扩容等里程碑式事件,也目睹了北上资金从无到有、逐步壮大的全过程。2016-19年,北上年累计净流入分别达到606亿、1997亿、2942亿、3517亿,至2019年底,外资持股市值占比(流通市值)已超过4%,日均成交占比接近10%。更重要的是,外资的流入给A股的定价体系和投资行为模式带来了极为深刻的影响,从历史发展的角度看,A股成熟化、价值化的帷幕大概率由此拉开。</span></p>\n<p><img src=\"https://static.tigerbbs.com/b3bc5507e7ffe7ce5bd7e09aaac0a57e\"></p>\n<p><img src=\"https://static.tigerbbs.com/244aa74c001f269c32d3fe06f292be5b\"></p>\n<p><b><span>而在A股国际化脚步加快的同时,港股也在悄然“内资化”。</span></b><span>在外资北上引人瞩目的同时,内地资金也在大量南下。过去5年来,港股通南下资金累计净流入达到1.2万亿,持股比例同样达到3.5-4%左右,无论在流入规模还是在市值占比,均已接近外资流入A股的水平。而在成交占比方面,随着过去半年南下资金的攀升,港股通在港股的成交金额占比在2020年3月接近20%(18.3%),已经明显超过同期北上成交占比。从交易者结构角度看,南下资金毫无疑问已经跻身港股主流参与者之列,与国际资金和香港本土资金并驾齐驱。</span></p>\n<p><img src=\"https://static.tigerbbs.com/fe177d19731c03b9fc0cad9ed9fa872d\"></p>\n<p><b><span>港股发展进入互联互通新阶段:从公司成分的“大陆化”到投资者结构的“内资化”。</span></b><span>从港股发展进程来看,80年代联交所的成立和90年代香港回归可以视为是港股历史上两个重要节点,前者对应港股的成熟化与国际化,后者则开启了港股上市公司“大陆化”的进程。1997年香港回归后,H股和红筹股的数量、占比都飞速提升,中资股占港股市值比例从1993年的不足10%跃升至2007-2008年的60%。换句话说,早在10年前,港股上市公司结构的“大陆化”就已经完成;而随着南下资金的加速入场,港股投资者结构的“内资化”进程也已开启。</span></p>\n<p><img src=\"https://static.tigerbbs.com/349ef1d0ea8308d6272e12fb2874d545\"></p>\n<p><b><span>港股通初探:门槛、范围与交易机制</span></b></p>\n<p><b><span>港股通入场门槛与南下投资范围。</span></b><span>目前,参与港股通投资仅限于国内机构与个人,其中对于机构投资者基本全面放开,个人投资者仍保留50万投资门槛限制(与科创板一致)。而与陆股通类似,港股通在投资标的范围方面也存在较为严格限制,其中公司股票流动性是入选港股通标的池最核心的标准。就目前而言,港股通标的包括恒生综大型指数成分股、恒生综中型指数成分股、恒生综小型指数成分股(须满足平均市值50亿以上)以及A+H股上市公司在联交所上市的H股在内的总计约620只股票。</span></p>\n<p><b><span>港股通标的主要集中于金融、地产与信息技术,3个行业市值规模合计占比超过50%。</span></b><span>虽然标的数量仅相当于港股上市公司总量的20%,但市值规模占比却超过70%,也即港股通标的覆盖了港股绝大多数的龙头公司。从港股通标的的行业分布情况看,金融、地产和信息技术类公司占据了半壁江山,3个行业市值规模占比均达到15%以上,合计占比超过50%。而从港股通持股来看,金融、地产与信息技术仓位同样列居前三。</span></p>\n<p><img src=\"https://static.tigerbbs.com/4c9a021363db26d047c7590ac3204340\"></p>\n<p><b><span>与A股相比,港股通南下交易机制有何不同?</span></b><span>尽管南北互通已经在很大程度上满足了投资者实时交易需求,但与国内投资者熟悉的交易制度相比,港股通南下仍然存在诸多细节差异:1、南下交易只能使用两种订单类型,一是在竞价时段应当采用“竞价限价盘”委托,而是在持续交易时段应当采用“增强限价盘”委托;2、两地的交收机制有所不同,港股实行T+0 回转交易、T+2 交收制度,也就是说南下买入当天即能卖出,但资金需要2日后完成交收,在资金交收前投资人仍享有分红、送股等权益。3、交易单位不同,A股交易股票应为100股或其整数倍,而港股交易无统一规定,由上市公司自行设立。4、报价单位不同,A股最小报价单位为0.01元人民币,而港股的最小报价单位与股价呈正相关关系,股价越高,最小报价单位越大</span></p>\n<p><img src=\"https://static.tigerbbs.com/3d0d2ca29919def5d7c957c961336ca1\"></p>\n<p><b><span>2019 年下半年以来,南下资金加速抢夺港股定价权</span></b></p>\n<p><b><span>过去半年,随着两地市场价差扩大,内资南下的步伐进一步加快。</span></b><span>2019年7月至2020年3月,港股通在3个季度内累计净流入超过4000亿港元,净流入规模增长近50%。内资南下之所以显著提速,很大程度上源自于港股配置价值的提升。从19年Q2开始,港股市场持续遭受政治事件冲击,恒生指数在二季度初期升破30000点后大幅下挫,AH股溢价随之走高。观察股息率走势,可以看到恒生指数股息率在过去1年呈阶梯式上行,今年新冠疫情以来一度升至4%以上。</span></p>\n<p><img src=\"https://static.tigerbbs.com/9ba954837c9a08f10237bdde7d6a066e\"></p>\n<p><b><span>尤其在新冠疫情扩散以来,南下资金加速抢夺港股定价权。</span></b><span>年初新冠疫情扩散以来,全球避险情绪显著抬升,尤其在3月份,中国大陆以外金融市场均表现出准危机模式,港股相较A股跌幅进一步加深。数据统计显示,自1月21日新冠疫情爆发至3月底,恒生指数相较沪指跌幅走阔10个百分点。从中介持股来看,港股在3月遭受了国际中介的大幅抛售,而港股通资金却在期间加速南下。其中,3月12日、3月13日和3月19日单日净流入均超过120亿,整个3月南下累计涌入1397亿。</span></p>\n<p><img src=\"https://static.tigerbbs.com/e26efe9ea72e9daaefc7e3f108f6fa9d\"></p>\n<p><img src=\"https://static.tigerbbs.com/943b56b14ea6695fb76d5b032b904891\"></p>\n<p><b><span>随着内资南下步伐提速,港股正面临历史大变局。</span></b><span>2016-19年,内资南下累计净流入分别为2460亿、3400亿、827亿和2493亿,而截至今年4月9日,港股通南下通道就已经累计流入超过2300亿,仅一个季度就已经达到过去4年的均值。从截至最新的数据来看,南下资金在金融、医疗、材料行业的持股占比已经超过5%,对相应板块和个股的影响力大幅增强;而从成交占比的角度看,南下资金已经远远超过同期的北上资金。毫不夸张的说,内资南下已经成为港股市场中坚力量。从上个世纪联交所成立以来,港股市场长期由国际资金所主导,而当前港股的投资者结构正面临“内资化”这一历史大变局,其带来的深刻影响亦须高度重视。</span></p>\n<p><img src=\"https://static.tigerbbs.com/85a7a2d3834212e45a466459d491ad3a\"></p>\n<p><span><b>风险提示</b></span></p>\n<p><span>1、疫情形势反复;2、海外波动加剧;3、政策环境超预期变化。</span></p>","source":"ywhs","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>港股百年发展史,正在迎来历史大变局</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{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {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\">\n港股百年发展史,正在迎来历史大变局\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-04-21 22:06 北京时间 <a href=https://www.gelonghui.com/p/366538><strong>尧望后势</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>前言:去年报告《香港股市变迁录》中,我们详细复盘了港股从早期的“香港会”、“四会”到上世纪80年代联交所成立,再到本世纪互联互通时代的百年发展史。港股能够历经百年风云而不衰,除了自身的国际化程度与离岸市场地位之外,还依托于大陆的对外开放与资金往来。5年再回首,自两岸互联互通机制建立以来,我们已经见证了A股国际化和成熟化;而就在国际资金持续北上的同时,大量的北水南下也悄然成为港股市场的中坚力量。自上...</p>\n\n<a href=\"https://www.gelonghui.com/p/366538\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/450b59595cb4f24da98674ba3da03b0e","relate_stocks":{},"source_url":"https://www.gelonghui.com/p/366538","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165616464","content_text":"前言:去年报告《香港股市变迁录》中,我们详细复盘了港股从早期的“香港会”、“四会”到上世纪80年代联交所成立,再到本世纪互联互通时代的百年发展史。港股能够历经百年风云而不衰,除了自身的国际化程度与离岸市场地位之外,还依托于大陆的对外开放与资金往来。5年再回首,自两岸互联互通机制建立以来,我们已经见证了A股国际化和成熟化;而就在国际资金持续北上的同时,大量的北水南下也悄然成为港股市场的中坚力量。自上世纪联交所成立以来,香港市场的交易结构长期由国际资金所主导,而当前港股正迎来“内资化”这一历史大变局,其带来的深刻影响亦须高度重视。\n报告正文\n5年来,伴随A股国际化,港股也在悄然“内资化”\n自2014年底两岸互联互通建立以来,A股国际化进程快速推进,带来的影响可谓极为深远。过去的5年,是国内资本市场对外开放全面提速的5年,也是A股真正走向国际化的5年。期间,我们先后见证了沪股通、深股通、MSCI、富时罗素纳入及扩容等里程碑式事件,也目睹了北上资金从无到有、逐步壮大的全过程。2016-19年,北上年累计净流入分别达到606亿、1997亿、2942亿、3517亿,至2019年底,外资持股市值占比(流通市值)已超过4%,日均成交占比接近10%。更重要的是,外资的流入给A股的定价体系和投资行为模式带来了极为深刻的影响,从历史发展的角度看,A股成熟化、价值化的帷幕大概率由此拉开。\n\n\n而在A股国际化脚步加快的同时,港股也在悄然“内资化”。在外资北上引人瞩目的同时,内地资金也在大量南下。过去5年来,港股通南下资金累计净流入达到1.2万亿,持股比例同样达到3.5-4%左右,无论在流入规模还是在市值占比,均已接近外资流入A股的水平。而在成交占比方面,随着过去半年南下资金的攀升,港股通在港股的成交金额占比在2020年3月接近20%(18.3%),已经明显超过同期北上成交占比。从交易者结构角度看,南下资金毫无疑问已经跻身港股主流参与者之列,与国际资金和香港本土资金并驾齐驱。\n\n港股发展进入互联互通新阶段:从公司成分的“大陆化”到投资者结构的“内资化”。从港股发展进程来看,80年代联交所的成立和90年代香港回归可以视为是港股历史上两个重要节点,前者对应港股的成熟化与国际化,后者则开启了港股上市公司“大陆化”的进程。1997年香港回归后,H股和红筹股的数量、占比都飞速提升,中资股占港股市值比例从1993年的不足10%跃升至2007-2008年的60%。换句话说,早在10年前,港股上市公司结构的“大陆化”就已经完成;而随着南下资金的加速入场,港股投资者结构的“内资化”进程也已开启。\n\n港股通初探:门槛、范围与交易机制\n港股通入场门槛与南下投资范围。目前,参与港股通投资仅限于国内机构与个人,其中对于机构投资者基本全面放开,个人投资者仍保留50万投资门槛限制(与科创板一致)。而与陆股通类似,港股通在投资标的范围方面也存在较为严格限制,其中公司股票流动性是入选港股通标的池最核心的标准。就目前而言,港股通标的包括恒生综大型指数成分股、恒生综中型指数成分股、恒生综小型指数成分股(须满足平均市值50亿以上)以及A+H股上市公司在联交所上市的H股在内的总计约620只股票。\n港股通标的主要集中于金融、地产与信息技术,3个行业市值规模合计占比超过50%。虽然标的数量仅相当于港股上市公司总量的20%,但市值规模占比却超过70%,也即港股通标的覆盖了港股绝大多数的龙头公司。从港股通标的的行业分布情况看,金融、地产和信息技术类公司占据了半壁江山,3个行业市值规模占比均达到15%以上,合计占比超过50%。而从港股通持股来看,金融、地产与信息技术仓位同样列居前三。\n\n与A股相比,港股通南下交易机制有何不同?尽管南北互通已经在很大程度上满足了投资者实时交易需求,但与国内投资者熟悉的交易制度相比,港股通南下仍然存在诸多细节差异:1、南下交易只能使用两种订单类型,一是在竞价时段应当采用“竞价限价盘”委托,而是在持续交易时段应当采用“增强限价盘”委托;2、两地的交收机制有所不同,港股实行T+0 回转交易、T+2 交收制度,也就是说南下买入当天即能卖出,但资金需要2日后完成交收,在资金交收前投资人仍享有分红、送股等权益。3、交易单位不同,A股交易股票应为100股或其整数倍,而港股交易无统一规定,由上市公司自行设立。4、报价单位不同,A股最小报价单位为0.01元人民币,而港股的最小报价单位与股价呈正相关关系,股价越高,最小报价单位越大\n\n2019 年下半年以来,南下资金加速抢夺港股定价权\n过去半年,随着两地市场价差扩大,内资南下的步伐进一步加快。2019年7月至2020年3月,港股通在3个季度内累计净流入超过4000亿港元,净流入规模增长近50%。内资南下之所以显著提速,很大程度上源自于港股配置价值的提升。从19年Q2开始,港股市场持续遭受政治事件冲击,恒生指数在二季度初期升破30000点后大幅下挫,AH股溢价随之走高。观察股息率走势,可以看到恒生指数股息率在过去1年呈阶梯式上行,今年新冠疫情以来一度升至4%以上。\n\n尤其在新冠疫情扩散以来,南下资金加速抢夺港股定价权。年初新冠疫情扩散以来,全球避险情绪显著抬升,尤其在3月份,中国大陆以外金融市场均表现出准危机模式,港股相较A股跌幅进一步加深。数据统计显示,自1月21日新冠疫情爆发至3月底,恒生指数相较沪指跌幅走阔10个百分点。从中介持股来看,港股在3月遭受了国际中介的大幅抛售,而港股通资金却在期间加速南下。其中,3月12日、3月13日和3月19日单日净流入均超过120亿,整个3月南下累计涌入1397亿。\n\n\n随着内资南下步伐提速,港股正面临历史大变局。2016-19年,内资南下累计净流入分别为2460亿、3400亿、827亿和2493亿,而截至今年4月9日,港股通南下通道就已经累计流入超过2300亿,仅一个季度就已经达到过去4年的均值。从截至最新的数据来看,南下资金在金融、医疗、材料行业的持股占比已经超过5%,对相应板块和个股的影响力大幅增强;而从成交占比的角度看,南下资金已经远远超过同期的北上资金。毫不夸张的说,内资南下已经成为港股市场中坚力量。从上个世纪联交所成立以来,港股市场长期由国际资金所主导,而当前港股的投资者结构正面临“内资化”这一历史大变局,其带来的深刻影响亦须高度重视。\n\n风险提示\n1、疫情形势反复;2、海外波动加剧;3、政策环境超预期变化。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":458581,"gmtCreate":1554439816468,"gmtModify":1704796861494,"author":{"id":"3442034813397098","authorId":"3442034813397098","name":"张一龙","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$腾讯控股(00700)$ 下周开始,腾讯游戏进入复苏期,暑假到明年一季度进入繁荣期。 4.11一起来捉妖上线,打响第一枪。 加上A股大盘高涨,港股通上周开始南下找价值洼地,腾讯躺着数钱单边无脑做多的日子又要开始了。 万一并购nexon成功,堡垒之夜和吃鸡拿了版号,那就更爽了,呵呵。","listText":"$腾讯控股(00700)$ 下周开始,腾讯游戏进入复苏期,暑假到明年一季度进入繁荣期。 4.11一起来捉妖上线,打响第一枪。 加上A股大盘高涨,港股通上周开始南下找价值洼地,腾讯躺着数钱单边无脑做多的日子又要开始了。 万一并购nexon成功,堡垒之夜和吃鸡拿了版号,那就更爽了,呵呵。","text":"$腾讯控股(00700)$ 下周开始,腾讯游戏进入复苏期,暑假到明年一季度进入繁荣期。 4.11一起来捉妖上线,打响第一枪。 加上A股大盘高涨,港股通上周开始南下找价值洼地,腾讯躺着数钱单边无脑做多的日子又要开始了。 万一并购nexon成功,堡垒之夜和吃鸡拿了版号,那就更爽了,呵呵。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/458581","isVote":1,"tweetType":1,"viewCount":3976,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":943559921,"gmtCreate":1594654098763,"gmtModify":1704206234015,"author":{"id":"3442034813397098","authorId":"3442034813397098","name":"张一龙","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>清仓卖了,你们继续加油炒这个皮包公司吧,去过这公司的表示,这公司市值比真实价值大概多了两个0,我感觉我也能做一个市值百亿人民币的上市公司了。","listText":"<a href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>清仓卖了,你们继续加油炒这个皮包公司吧,去过这公司的表示,这公司市值比真实价值大概多了两个0,我感觉我也能做一个市值百亿人民币的上市公司了。","text":"$微美全息(WIMI)$清仓卖了,你们继续加油炒这个皮包公司吧,去过这公司的表示,这公司市值比真实价值大概多了两个0,我感觉我也能做一个市值百亿人民币的上市公司了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/943559921","isVote":1,"tweetType":1,"viewCount":2231,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3452641362579276","authorId":"3452641362579276","name":"透甲锥","avatar":"https://static.laohu8.com/d576f293167e1db7f539efdb1cab6f73","crmLevel":2,"crmLevelSwitch":0},"content":"腾讯当年也只值60万","text":"腾讯当年也只值60万","html":"腾讯当年也只值60万"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":941029115,"gmtCreate":1594735968037,"gmtModify":1704206630227,"author":{"id":"3442034813397098","authorId":"3442034813397098","name":"张一龙","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>笑死了,你们连这公司干啥的都不知道,就一皮包公司,啥实际业务都没有还核心竞争力呢,全息AR牛逼技术都在互联网巨头手里,这破玩意儿公司也就值个几千万美元,新三板退市股重新在美股上市就又骗一波韭菜,拉高出货派给**,笑死。","listText":"<a href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>笑死了,你们连这公司干啥的都不知道,就一皮包公司,啥实际业务都没有还核心竞争力呢,全息AR牛逼技术都在互联网巨头手里,这破玩意儿公司也就值个几千万美元,新三板退市股重新在美股上市就又骗一波韭菜,拉高出货派给**,笑死。","text":"$微美全息(WIMI)$笑死了,你们连这公司干啥的都不知道,就一皮包公司,啥实际业务都没有还核心竞争力呢,全息AR牛逼技术都在互联网巨头手里,这破玩意儿公司也就值个几千万美元,新三板退市股重新在美股上市就又骗一波韭菜,拉高出货派给**,笑死。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/941029115","isVote":1,"tweetType":1,"viewCount":3936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393224180,"gmtCreate":1606314762240,"gmtModify":1703842543903,"author":{"id":"3442034813397098","authorId":"3442034813397098","name":"张一龙","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YJ\">$云集(YJ)$</a>楼下拿嘴空呢,都没有卖空服务","listText":"<a href=\"https://laohu8.com/S/YJ\">$云集(YJ)$</a>楼下拿嘴空呢,都没有卖空服务","text":"$云集(YJ)$楼下拿嘴空呢,都没有卖空服务","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/393224180","isVote":1,"tweetType":1,"viewCount":1704,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":458581,"gmtCreate":1554439816468,"gmtModify":1704796861494,"author":{"id":"3442034813397098","authorId":"3442034813397098","name":"张一龙","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$腾讯控股(00700)$ 下周开始,腾讯游戏进入复苏期,暑假到明年一季度进入繁荣期。 4.11一起来捉妖上线,打响第一枪。 加上A股大盘高涨,港股通上周开始南下找价值洼地,腾讯躺着数钱单边无脑做多的日子又要开始了。 万一并购nexon成功,堡垒之夜和吃鸡拿了版号,那就更爽了,呵呵。","listText":"$腾讯控股(00700)$ 下周开始,腾讯游戏进入复苏期,暑假到明年一季度进入繁荣期。 4.11一起来捉妖上线,打响第一枪。 加上A股大盘高涨,港股通上周开始南下找价值洼地,腾讯躺着数钱单边无脑做多的日子又要开始了。 万一并购nexon成功,堡垒之夜和吃鸡拿了版号,那就更爽了,呵呵。","text":"$腾讯控股(00700)$ 下周开始,腾讯游戏进入复苏期,暑假到明年一季度进入繁荣期。 4.11一起来捉妖上线,打响第一枪。 加上A股大盘高涨,港股通上周开始南下找价值洼地,腾讯躺着数钱单边无脑做多的日子又要开始了。 万一并购nexon成功,堡垒之夜和吃鸡拿了版号,那就更爽了,呵呵。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/458581","isVote":1,"tweetType":1,"viewCount":3976,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":943588603,"gmtCreate":1594651456602,"gmtModify":1704206197937,"author":{"id":"3442034813397098","authorId":"3442034813397098","name":"张一龙","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>有人去过这公司么?听说是个皮包公司?研发投入5%的科技公司?还没有广告公司研发费用率高,这都能炒?接盘吧,十年山顶站岗。","listText":"<a href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>有人去过这公司么?听说是个皮包公司?研发投入5%的科技公司?还没有广告公司研发费用率高,这都能炒?接盘吧,十年山顶站岗。","text":"$微美全息(WIMI)$有人去过这公司么?听说是个皮包公司?研发投入5%的科技公司?还没有广告公司研发费用率高,这都能炒?接盘吧,十年山顶站岗。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/943588603","isVote":1,"tweetType":1,"viewCount":3154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396690266,"gmtCreate":1607094518155,"gmtModify":1703846448435,"author":{"id":"3442034813397098","authorId":"3442034813397098","name":"张一龙","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YJ\">$云集(YJ)$</a>$云集(YJ.US)$ 很明显上次跳空高开的位置有20亿以上的买盘,不知道看到了啥","listText":"<a href=\"https://laohu8.com/S/YJ\">$云集(YJ)$</a>$云集(YJ.US)$ 很明显上次跳空高开的位置有20亿以上的买盘,不知道看到了啥","text":"$云集(YJ)$$云集(YJ.US)$ 很明显上次跳空高开的位置有20亿以上的买盘,不知道看到了啥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/396690266","isVote":1,"tweetType":1,"viewCount":1651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":943979438,"gmtCreate":1594381195124,"gmtModify":1704205462269,"author":{"id":"3442034813397098","authorId":"3442034813397098","name":"张一龙","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>发生了啥","listText":"<a href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>发生了啥","text":"$微美全息(WIMI)$发生了啥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/943979438","isVote":1,"tweetType":1,"viewCount":1336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":922696374,"gmtCreate":1587528588998,"gmtModify":1704364599148,"author":{"id":"3442034813397098","authorId":"3442034813397098","name":"张一龙","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"成交量不一定全是买入啊,还可能是卖出啊,什么**研报","listText":"成交量不一定全是买入啊,还可能是卖出啊,什么**研报","text":"成交量不一定全是买入啊,还可能是卖出啊,什么**研报","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/922696374","repostId":"1165616464","repostType":4,"isVote":1,"tweetType":1,"viewCount":1210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}