Jz的个人主页 - 老虎社区

Jz

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0勋章

2022-05-12

$NQ100指数主连 2206(NQmain)$ 波浪理论看的话，得到11500附近才可能止住吧…

2021-10-22

$NQ100指数主连 2112(NQmain)$ 怎么就快新高了？？？

2021-09-01

$NQ100指数主连 2109(NQmain)$ 不涨到一定程度，收割起来就没那么爽，不是吗？

2021-04-29

$NQ100指数主连(NQmain)$ To the moon

2021-03-19

$NQ100指数主连(NQmain)$ 上方均线压制太强，不突破的话估计会跳水

2021-03-19

$NQ100指数主连(NQmain)$ 收到利率的压制非常明显，不管有没有相关性，这个故事都会一直讲下去。纳斯达克太难了。

2021-02-26

$NQ100指数主连(NQmain)$ 今天纳指期货比罗素2000强，希望有转折吧

2021-02-10

$容联云(RAAS)$这流通市值才几个亿，庄家会不会太好操盘啦？

2021-02-03

最近刚给google交了钱，因为15g的云存储不够了，每个月都要从账户扣点小钱。而且我还是个苹果用户，这世界上这么多用谷歌服务的，谷歌开始了躺赚模式…

抱歉，原内容已删除

2021-01-27

谁tm都是股神啊？

港股下跌背后竟是内外资联合绞杀？“女股神”继续看多

2021-01-23

$Docusign(DOCU)$还有谁？这股简直太能磨了啊[无语]

2020-11-30

$Affirm Holdings, Inc.(AFRM)$何时能交易啊

2020-10-26

$Zoom(ZM)$逆大盘走势如何做到的呢？

2020-09-30

$NQ100指数主连(NQmain)$ 拜登的杀伤力这么大？真要当选了估计又要一波抛售？

2020-09-23

$GoodRx Holdings, Inc.(GDRX)$几点可以开始买入啊？

2020-09-22

$Docusign(DOCU)$风又吹回科技股了吗？

2020-09-18

$Zoom(ZM)$不用再找了... 这就是个永远涨的票子啊

2020-09-11

$Docusign(DOCU)$跟踪这只股这么久，最近第一次觉得他这么无力...

2020-09-04

$Docusign(DOCU)$财报时机不对啊…😓

去老虎APP查看更多动态

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moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109974178","isVote":1,"tweetType":1,"viewCount":2122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350932824,"gmtCreate":1616147632968,"gmtModify":1616147632968,"author":{"id":"3453227948829132","authorId":"3453227948829132","name":"Jz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3453227948829132","authorIdStr":"3453227948829132"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连(NQmain)$&nbsp;</a>上方均线压制太强，不突破的话估计会跳水","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连(NQmain)$&nbsp;</a>上方均线压制太强，不突破的话估计会跳水","text":"$NQ100指数主连(NQmain)$ 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收到利率的压制非常明显，不管有没有相关性，这个故事都会一直讲下去。纳斯达克太难了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327789078","isVote":1,"tweetType":1,"viewCount":1869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368629501,"gmtCreate":1614319683103,"gmtModify":1703476306997,"author":{"id":"3453227948829132","authorId":"3453227948829132","name":"Jz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3453227948829132","authorIdStr":"3453227948829132"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连(NQmain)$&nbsp;</a>今天纳指期货比罗素2000强，希望有转折吧","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连(NQmain)$&nbsp;</a>今天纳指期货比罗素2000强，希望有转折吧","text":"$NQ100指数主连(NQmain)$ 今天纳指期货比罗素2000强，希望有转折吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368629501","isVote":1,"tweetType":1,"viewCount":1934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":381082143,"gmtCreate":1612913773982,"gmtModify":1703766806241,"author":{"id":"3453227948829132","authorId":"3453227948829132","name":"Jz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3453227948829132","authorIdStr":"3453227948829132"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RAAS\">$容联云(RAAS)$</a>这流通市值才几个亿，庄家会不会太好操盘啦？","listText":"<a href=\"https://laohu8.com/S/RAAS\">$容联云(RAAS)$</a>这流通市值才几个亿，庄家会不会太好操盘啦？","text":"$容联云(RAAS)$这流通市值才几个亿，庄家会不会太好操盘啦？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381082143","isVote":1,"tweetType":1,"viewCount":2369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314319636,"gmtCreate":1612308824725,"gmtModify":1703760150472,"author":{"id":"3453227948829132","authorId":"3453227948829132","name":"Jz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3453227948829132","authorIdStr":"3453227948829132"},"themes":[],"htmlText":"最近刚给google交了钱，因为15g的云存储不够了，每个月都要从账户扣点小钱。而且我还是个苹果用户，这世界上这么多用谷歌服务的，谷歌开始了躺赚模式…","listText":"最近刚给google交了钱，因为15g的云存储不够了，每个月都要从账户扣点小钱。而且我还是个苹果用户，这世界上这么多用谷歌服务的，谷歌开始了躺赚模式…","text":"最近刚给google交了钱，因为15g的云存储不够了，每个月都要从账户扣点小钱。而且我还是个苹果用户，这世界上这么多用谷歌服务的，谷歌开始了躺赚模式…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/314319636","repostId":"1140870176","repostType":4,"isVote":1,"tweetType":1,"viewCount":3529,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3497686531854464","authorId":"3497686531854464","name":"华尔街小哥","avatar":"https://static.tigerbbs.com/9a3477c3214742804414cf0848a8d02f","crmLevel":2,"crmLevelSwitch":0,"idStr":"3497686531854464","authorIdStr":"3497686531854464"},"content":"谷歌财报好大涨 苹果财报好大跌 这是什么世道","text":"谷歌财报好大涨 苹果财报好大跌 这是什么世道","html":"谷歌财报好大涨 苹果财报好大跌 这是什么世道"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313262196,"gmtCreate":1611724556215,"gmtModify":1703752662404,"author":{"id":"3453227948829132","authorId":"3453227948829132","name":"Jz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3453227948829132","authorIdStr":"3453227948829132"},"themes":[],"htmlText":"谁tm都是股神啊？","listText":"谁tm都是股神啊？","text":"谁tm都是股神啊？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313262196","repostId":"1102585837","repostType":4,"repost":{"id":"1102585837","kind":"news","pubTimestamp":1611720104,"share":"https://www.laohu8.com/m/news/1102585837?lang=&edition=full","pubTime":"2021-01-27 12:01","market":"hk","language":"zh","title":"港股下跌背后竟是内外资联合绞杀？“女股神”继续看多","url":"https://stock-news.laohu8.com/highlight/detail?id=1102585837","media":"新浪港股","summary":"内资疯狂涌入2700多亿，依然无法阻止港股下跌，到底发生了什么？","content":"<p>1月27日消息，港股连续第二个交易日大跌，虽然恒指目前涨0.1%，但港股赚钱效应很差，科技股、医药股、消费股、物业股、有色股全部大跌。内资疯狂涌入2700多亿，依然无法阻止港股大跌，到底发生了什么？</p>\n<p><img src=\"https://static.tigerbbs.com/c508d645f83d1eda4a1b9103c9dcacaf\" tg-width=\"550\" tg-height=\"162\" referrerpolicy=\"no-referrer\"></p>\n<p><b>恒生科技股重挫，说好的抱团呢？</b></p>\n<p>根据盘中数据，恒生科技指数跳水大跌1.6%，微盟、<a href=\"https://laohu8.com/S/00285\">比亚迪电子</a>跌超5%，<a href=\"https://laohu8.com/S/01347\">华虹半导体</a>跌近5%，<a href=\"https://laohu8.com/S/00909\">明源云</a>跌4%，美团跌4%，京东集团等跌超3%。</p>\n<p><img src=\"https://static.tigerbbs.com/5fbf5add026e8b0d41a10c9b2f65b659\" tg-width=\"550\" tg-height=\"271\" referrerpolicy=\"no-referrer\"></p>\n<p>医药股集体扑街，B类股成重灾区，康方生物跌超8%，启明医疗跌7.9%，<a href=\"https://laohu8.com/S/688185\">康希诺</a>跌近7%，<a href=\"https://laohu8.com/S/ZLAB\">再鼎医药</a>跌6.3%，沛嘉医疗跌5%。</p>\n<p><img src=\"https://static.tigerbbs.com/55b9526b32df63b3024811c9975379cd\" tg-width=\"550\" tg-height=\"250\" referrerpolicy=\"no-referrer\"></p>\n<p>港股非必须消费股集体大跌，说好的新能源汽车呢。其中，<a href=\"https://laohu8.com/S/00839\">中教控股</a>跌超9%，<a href=\"https://laohu8.com/S/01316\">耐世特</a>跌超7%，<a href=\"https://laohu8.com/S/02333\">长城汽车</a>跌7.3%，李宁跌超6%，<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>跌6.6%，九毛九跌超5%，比亚迪跌超5%。</p>\n<p><img src=\"https://static.tigerbbs.com/db9fa35765d94b56c36c572f7530da67\" tg-width=\"550\" tg-height=\"295\" referrerpolicy=\"no-referrer\"></p>\n<p>说好的光伏概念呢？<a href=\"https://laohu8.com/S/02208\">金风科技</a>跌近5%，信义光能跌4.6%，<a href=\"https://laohu8.com/S/03800\">保利协鑫能源</a>跌超3%。</p>\n<p><img src=\"https://static.tigerbbs.com/38ed60665992098e4cbad1f100a59aff\" tg-width=\"550\" tg-height=\"277\" referrerpolicy=\"no-referrer\"></p>\n<p>物业地产股走跌，其中，<a href=\"https://laohu8.com/S/09928\">时代邻里</a>跌5.5%，<a href=\"https://laohu8.com/S/09983\">建业新生活</a>跌4.9%，保利物业、绿城生活跌超4%，<a href=\"https://laohu8.com/S/06098\">碧桂园服务</a>、<a href=\"https://laohu8.com/S/01995\">永升生活服务</a>跌超3%。</p>\n<p><img src=\"https://static.tigerbbs.com/8090ba53fc001c057a866c6b261af0f4\" tg-width=\"550\" tg-height=\"294\" referrerpolicy=\"no-referrer\"></p>\n<p>银行股成为少有上涨的股票，华兴资本受益于快手上市涨近5%，今年涨超40%；邮储银行、光大银行、工行、招行等涨超2%。</p>\n<p><img src=\"https://static.tigerbbs.com/60b932d8c96944cafed00608bec7d818\" tg-width=\"550\" tg-height=\"273\" referrerpolicy=\"no-referrer\"></p>\n<p><b>发生了什么，2700亿内资挡不住港股下跌？</b></p>\n<p>截至发稿，内资再度涌入港股超100亿，今年以来累计涌入超2700亿。为什么内资2700亿涌入港股也挡不住港股下跌？</p>\n<p><img src=\"https://static.tigerbbs.com/058b6c73ef77d535f49735f48643a1b7\" tg-width=\"550\" tg-height=\"416\" referrerpolicy=\"no-referrer\"></p>\n<p>首先，港股在经历近1个月的上涨，PE已经高达17倍，而且成为恒指历史最大估值。也就是说，至少从恒生指数来说，港股已经不再低估。</p>\n<p><img src=\"https://static.tigerbbs.com/e83b01b117f37266ee074f11e66e4b50\" tg-width=\"550\" tg-height=\"253\" referrerpolicy=\"no-referrer\"></p>\n<p>中泰国际策略分析师颜招骏表示，港股调整非常合理，也能冷却下目前的炒风。本轮升浪，包括恒生指数、新经济龙头、生物B类、内需消费品种、SAAS板块的估值修复基本到位，南下资金是升市的主要动力，股价由资金推动多于因盈利预期向上的修复。资金推动下近月相关股票升势凌厉，部分股票估值已从合理低估转化为相对高估，股价在高位多空博奕，波动性增加也是可预期。</p>\n<p>其次，市场对流动性担忧加剧，造成沪港深三地股市发生联动，集体下跌。1月26日上午，央行货币政策委员会委员马骏表示，资产泡沫较大，货币政策要适度收紧去应对。随后，当日下午，央行行长易纲在达沃斯论坛上表示，中国的货币政策将继续支持经济，中国不会过早退出支持政策。</p>\n<p>第三、内资外资联合沽售。不是内资再度涌入100亿吗，为何是内资外资集体出货了？根据昨日盘后港股通数据，南下资金累计净流入港股139亿，但仅腾讯就流入了90亿，中海油还有近30亿，也就是说大部分的港股通个股基本都是流出的。</p>\n<p>举例来说，截至目前，中国飞鹤获港股通净卖出1.7亿港元，同时净卖出前5名中，外资占据四席，流出额都比买入前五席位多。</p>\n<p><img src=\"https://static.tigerbbs.com/a9af8e9317b2f19895e849ec9e5dbadb\" tg-width=\"550\" tg-height=\"418\" referrerpolicy=\"no-referrer\"></p>\n<p>同样的，港交所也遭袜子麦格理、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>等集体卖出，而内资代表中信里昂也是卖出，港股通则是买入的。</p>\n<p>不过，本次资金抛售，外资还是主力，比如美团，实时数据显示，港股通净流入80万股，但大和、<a href=\"https://laohu8.com/S/GS\">高盛</a>、大摩等联合卖出。</p>\n<p>第四，港股上演联合配股超和减持潮，说明市场面临短期调整压力。从1月15日开始，内资便开启了配售潮，据不完全统计，个别配售一览：</p>\n<p>1）1月15日，<a href=\"https://laohu8.com/S/01117\">现代牧业</a>公告，于2021年1月20日交易时段前，公司以每股2.4元配售6.5亿股，股份占经扩大已发行股份总数约9.14%。配售价较昨日收市价每股2.73港元折让约12.09%。</p>\n<p>2）1月21日，<a href=\"https://laohu8.com/S/002594\">比亚迪</a>拟配售1.33亿股H股，每股配售股份的配售价225.0港元，较1月20日于联交所所报的收市价每股H股244.0港元折让约7.8%。1月26日，比亚迪副总裁，号称最牛打工人的李柯拟减持100万股比亚迪A股。</p>\n<p>3）1月22日，东方海外先旧后新配售1140万股 中远海运持股减少为73.66%；嘉医疗拟折让1.9%配售3380万股，筹资9.9亿港元；<a href=\"https://laohu8.com/S/00305\">五菱汽车</a>遭副主席折让10%配售2.23亿股，筹资5.5亿港元。</p>\n<p>4）1月27日，中教控股折让8%配售1.22亿股；<a href=\"https://laohu8.com/S/00697\">首程控股</a>拟折让约9.78%先旧后新配售2.1亿股；<a href=\"https://laohu8.com/S/01877\">君实生物</a>股东王树君以每股82.12港元配售约950万股H股，套现7.8亿港元。</p>\n<p><b>“女股神”再发惊人言论，港股剑指35000点？</b></p>\n<p>对于港股后市，颜招骏表示，如果升市由资金为导，经历急升过后，波动性必然会加剧，直至多空双方共同找到一个共识，像美股前天盘中突然闪崩，今天港股生物B类也是。</p>\n<p>事实上，当股王<a href=\"https://laohu8.com/S/00700\">腾讯</a>（00700）竟可一日急升一成，个别概念股股价可以短时间内‘翻几番’，反映市况波动性将进一步加剧。当然，现时亦难言大市何时会见顶。但可以肯定，由于年内累升不少，即使再出现千点调整亦不出奇，尤其是外围市况似乎颇不明朗，美股开始踏入业绩期，欧洲经济复苏路又举步维艰，所以面对此种市况，大家还是量力而为，以及策略上保持弹性矣！</p>\n<p>不过，曾豪言腾讯剑指1000元的“女股神”刘央再现惊人言论。昨日她做客<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经理财大学表示，2021年港股恒指肯定要上35000点。之所以看高35000点，她表示，一是政策的支持，北水的南下；第二，香港具有无穷的想象空间，新经济正如雨后春笋般发展；第三，前两个是短期发生作用，作为长期投资人，必须包括港股，配置港股资产。</p>\n<p>在选择板块方面，刘央表示，1）高端制造，中国永远没有停止对世界的贡献和创造就在于制造；2）数字经济，互联网带动的经济，其中她提到了Saas；3）新能源，新能源汽车、光伏等；4）新通讯，比如5G等；5）新消费，全部服务Z时代。</p>","source":"highlight_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>港股下跌背后竟是内外资联合绞杀？“女股神”继续看多</title>\n<style 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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港股下跌背后竟是内外资联合绞杀？“女股神”继续看多\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-27 12:01 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/xUfxJaH7gjyBonASaNV7IQ><strong>新浪港股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月27日消息，港股连续第二个交易日大跌，虽然恒指目前涨0.1%，但港股赚钱效应很差，科技股、医药股、消费股、物业股、有色股全部大跌。内资疯狂涌入2700多亿，依然无法阻止港股大跌，到底发生了什么？\n\n恒生科技股重挫，说好的抱团呢？\n根据盘中数据，恒生科技指数跳水大跌1.6%，微盟、比亚迪电子跌超5%，华虹半导体跌近5%，明源云跌4%，美团跌4%，京东集团等跌超3%。\n\n医药股集体扑街，B类股成...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/xUfxJaH7gjyBonASaNV7IQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93cd9a1b7ca235b465c66943d1cfe6c9","relate_stocks":{"HSI":"恒生指数"},"source_url":"https://mp.weixin.qq.com/s/xUfxJaH7gjyBonASaNV7IQ","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"1102585837","content_text":"1月27日消息，港股连续第二个交易日大跌，虽然恒指目前涨0.1%，但港股赚钱效应很差，科技股、医药股、消费股、物业股、有色股全部大跌。内资疯狂涌入2700多亿，依然无法阻止港股大跌，到底发生了什么？\n\n恒生科技股重挫，说好的抱团呢？\n根据盘中数据，恒生科技指数跳水大跌1.6%，微盟、比亚迪电子跌超5%，华虹半导体跌近5%，明源云跌4%，美团跌4%，京东集团等跌超3%。\n\n医药股集体扑街，B类股成重灾区，康方生物跌超8%，启明医疗跌7.9%，康希诺跌近7%，再鼎医药跌6.3%，沛嘉医疗跌5%。\n\n港股非必须消费股集体大跌，说好的新能源汽车呢。其中，中教控股跌超9%，耐世特跌超7%，长城汽车跌7.3%，李宁跌超6%，吉利汽车跌6.6%，九毛九跌超5%，比亚迪跌超5%。\n\n说好的光伏概念呢？金风科技跌近5%，信义光能跌4.6%，保利协鑫能源跌超3%。\n\n物业地产股走跌，其中，时代邻里跌5.5%，建业新生活跌4.9%，保利物业、绿城生活跌超4%，碧桂园服务、永升生活服务跌超3%。\n\n银行股成为少有上涨的股票，华兴资本受益于快手上市涨近5%，今年涨超40%；邮储银行、光大银行、工行、招行等涨超2%。\n\n发生了什么，2700亿内资挡不住港股下跌？\n截至发稿，内资再度涌入港股超100亿，今年以来累计涌入超2700亿。为什么内资2700亿涌入港股也挡不住港股下跌？\n\n首先，港股在经历近1个月的上涨，PE已经高达17倍，而且成为恒指历史最大估值。也就是说，至少从恒生指数来说，港股已经不再低估。\n\n中泰国际策略分析师颜招骏表示，港股调整非常合理，也能冷却下目前的炒风。本轮升浪，包括恒生指数、新经济龙头、生物B类、内需消费品种、SAAS板块的估值修复基本到位，南下资金是升市的主要动力，股价由资金推动多于因盈利预期向上的修复。资金推动下近月相关股票升势凌厉，部分股票估值已从合理低估转化为相对高估，股价在高位多空博奕，波动性增加也是可预期。\n其次，市场对流动性担忧加剧，造成沪港深三地股市发生联动，集体下跌。1月26日上午，央行货币政策委员会委员马骏表示，资产泡沫较大，货币政策要适度收紧去应对。随后，当日下午，央行行长易纲在达沃斯论坛上表示，中国的货币政策将继续支持经济，中国不会过早退出支持政策。\n第三、内资外资联合沽售。不是内资再度涌入100亿吗，为何是内资外资集体出货了？根据昨日盘后港股通数据，南下资金累计净流入港股139亿，但仅腾讯就流入了90亿，中海油还有近30亿，也就是说大部分的港股通个股基本都是流出的。\n举例来说，截至目前，中国飞鹤获港股通净卖出1.7亿港元，同时净卖出前5名中，外资占据四席，流出额都比买入前五席位多。\n\n同样的，港交所也遭袜子麦格理、摩根大通等集体卖出，而内资代表中信里昂也是卖出，港股通则是买入的。\n不过，本次资金抛售，外资还是主力，比如美团，实时数据显示，港股通净流入80万股，但大和、高盛、大摩等联合卖出。\n第四，港股上演联合配股超和减持潮，说明市场面临短期调整压力。从1月15日开始，内资便开启了配售潮，据不完全统计，个别配售一览：\n1）1月15日，现代牧业公告，于2021年1月20日交易时段前，公司以每股2.4元配售6.5亿股，股份占经扩大已发行股份总数约9.14%。配售价较昨日收市价每股2.73港元折让约12.09%。\n2）1月21日，比亚迪拟配售1.33亿股H股，每股配售股份的配售价225.0港元，较1月20日于联交所所报的收市价每股H股244.0港元折让约7.8%。1月26日，比亚迪副总裁，号称最牛打工人的李柯拟减持100万股比亚迪A股。\n3）1月22日，东方海外先旧后新配售1140万股 中远海运持股减少为73.66%；嘉医疗拟折让1.9%配售3380万股，筹资9.9亿港元；五菱汽车遭副主席折让10%配售2.23亿股，筹资5.5亿港元。\n4）1月27日，中教控股折让8%配售1.22亿股；首程控股拟折让约9.78%先旧后新配售2.1亿股；君实生物股东王树君以每股82.12港元配售约950万股H股，套现7.8亿港元。\n“女股神”再发惊人言论，港股剑指35000点？\n对于港股后市，颜招骏表示，如果升市由资金为导，经历急升过后，波动性必然会加剧，直至多空双方共同找到一个共识，像美股前天盘中突然闪崩，今天港股生物B类也是。\n事实上，当股王腾讯（00700）竟可一日急升一成，个别概念股股价可以短时间内‘翻几番’，反映市况波动性将进一步加剧。当然，现时亦难言大市何时会见顶。但可以肯定，由于年内累升不少，即使再出现千点调整亦不出奇，尤其是外围市况似乎颇不明朗，美股开始踏入业绩期，欧洲经济复苏路又举步维艰，所以面对此种市况，大家还是量力而为，以及策略上保持弹性矣！\n不过，曾豪言腾讯剑指1000元的“女股神”刘央再现惊人言论。昨日她做客新浪财经理财大学表示，2021年港股恒指肯定要上35000点。之所以看高35000点，她表示，一是政策的支持，北水的南下；第二，香港具有无穷的想象空间，新经济正如雨后春笋般发展；第三，前两个是短期发生作用，作为长期投资人，必须包括港股，配置港股资产。\n在选择板块方面，刘央表示，1）高端制造，中国永远没有停止对世界的贡献和创造就在于制造；2）数字经济，互联网带动的经济，其中她提到了Saas；3）新能源，新能源汽车、光伏等；4）新通讯，比如5G等；5）新消费，全部服务Z时代。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310453347,"gmtCreate":1611359806589,"gmtModify":1703750180284,"author":{"id":"3453227948829132","authorId":"3453227948829132","name":"Jz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3453227948829132","authorIdStr":"3453227948829132"},"themes":[],"htmlText":"<a 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Inc.(GDRX)$几点可以开始买入啊？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/974067422","isVote":1,"tweetType":1,"viewCount":1162,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3518064691684561","authorId":"3518064691684561","name":"我是小当家","avatar":"https://static.tigerbbs.com/866d0b3f04a015431a265bc71e7cbacf","crmLevel":1,"crmLevelSwitch":0,"idStr":"3518064691684561","authorIdStr":"3518064691684561"},"content":"差不多12点吧","text":"差不多12点吧","html":"差不多12点吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313262196,"gmtCreate":1611724556215,"gmtModify":1703752662404,"author":{"id":"3453227948829132","authorId":"3453227948829132","name":"Jz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3453227948829132","authorIdStr":"3453227948829132"},"themes":[],"htmlText":"谁tm都是股神啊？","listText":"谁tm都是股神啊？","text":"谁tm都是股神啊？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313262196","repostId":"1102585837","repostType":4,"repost":{"id":"1102585837","kind":"news","pubTimestamp":1611720104,"share":"https://www.laohu8.com/m/news/1102585837?lang=&edition=full","pubTime":"2021-01-27 12:01","market":"hk","language":"zh","title":"港股下跌背后竟是内外资联合绞杀？“女股神”继续看多","url":"https://stock-news.laohu8.com/highlight/detail?id=1102585837","media":"新浪港股","summary":"内资疯狂涌入2700多亿，依然无法阻止港股下跌，到底发生了什么？","content":"<p>1月27日消息，港股连续第二个交易日大跌，虽然恒指目前涨0.1%，但港股赚钱效应很差，科技股、医药股、消费股、物业股、有色股全部大跌。内资疯狂涌入2700多亿，依然无法阻止港股大跌，到底发生了什么？</p>\n<p><img src=\"https://static.tigerbbs.com/c508d645f83d1eda4a1b9103c9dcacaf\" tg-width=\"550\" tg-height=\"162\" referrerpolicy=\"no-referrer\"></p>\n<p><b>恒生科技股重挫，说好的抱团呢？</b></p>\n<p>根据盘中数据，恒生科技指数跳水大跌1.6%，微盟、<a href=\"https://laohu8.com/S/00285\">比亚迪电子</a>跌超5%，<a href=\"https://laohu8.com/S/01347\">华虹半导体</a>跌近5%，<a href=\"https://laohu8.com/S/00909\">明源云</a>跌4%，美团跌4%，京东集团等跌超3%。</p>\n<p><img src=\"https://static.tigerbbs.com/5fbf5add026e8b0d41a10c9b2f65b659\" tg-width=\"550\" tg-height=\"271\" referrerpolicy=\"no-referrer\"></p>\n<p>医药股集体扑街，B类股成重灾区，康方生物跌超8%，启明医疗跌7.9%，<a href=\"https://laohu8.com/S/688185\">康希诺</a>跌近7%，<a href=\"https://laohu8.com/S/ZLAB\">再鼎医药</a>跌6.3%，沛嘉医疗跌5%。</p>\n<p><img src=\"https://static.tigerbbs.com/55b9526b32df63b3024811c9975379cd\" tg-width=\"550\" tg-height=\"250\" referrerpolicy=\"no-referrer\"></p>\n<p>港股非必须消费股集体大跌，说好的新能源汽车呢。其中，<a href=\"https://laohu8.com/S/00839\">中教控股</a>跌超9%，<a href=\"https://laohu8.com/S/01316\">耐世特</a>跌超7%，<a href=\"https://laohu8.com/S/02333\">长城汽车</a>跌7.3%，李宁跌超6%，<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>跌6.6%，九毛九跌超5%，比亚迪跌超5%。</p>\n<p><img src=\"https://static.tigerbbs.com/db9fa35765d94b56c36c572f7530da67\" tg-width=\"550\" tg-height=\"295\" referrerpolicy=\"no-referrer\"></p>\n<p>说好的光伏概念呢？<a href=\"https://laohu8.com/S/02208\">金风科技</a>跌近5%，信义光能跌4.6%，<a href=\"https://laohu8.com/S/03800\">保利协鑫能源</a>跌超3%。</p>\n<p><img src=\"https://static.tigerbbs.com/38ed60665992098e4cbad1f100a59aff\" tg-width=\"550\" tg-height=\"277\" referrerpolicy=\"no-referrer\"></p>\n<p>物业地产股走跌，其中，<a href=\"https://laohu8.com/S/09928\">时代邻里</a>跌5.5%，<a href=\"https://laohu8.com/S/09983\">建业新生活</a>跌4.9%，保利物业、绿城生活跌超4%，<a href=\"https://laohu8.com/S/06098\">碧桂园服务</a>、<a href=\"https://laohu8.com/S/01995\">永升生活服务</a>跌超3%。</p>\n<p><img src=\"https://static.tigerbbs.com/8090ba53fc001c057a866c6b261af0f4\" tg-width=\"550\" tg-height=\"294\" referrerpolicy=\"no-referrer\"></p>\n<p>银行股成为少有上涨的股票，华兴资本受益于快手上市涨近5%，今年涨超40%；邮储银行、光大银行、工行、招行等涨超2%。</p>\n<p><img src=\"https://static.tigerbbs.com/60b932d8c96944cafed00608bec7d818\" tg-width=\"550\" tg-height=\"273\" referrerpolicy=\"no-referrer\"></p>\n<p><b>发生了什么，2700亿内资挡不住港股下跌？</b></p>\n<p>截至发稿，内资再度涌入港股超100亿，今年以来累计涌入超2700亿。为什么内资2700亿涌入港股也挡不住港股下跌？</p>\n<p><img src=\"https://static.tigerbbs.com/058b6c73ef77d535f49735f48643a1b7\" tg-width=\"550\" tg-height=\"416\" referrerpolicy=\"no-referrer\"></p>\n<p>首先，港股在经历近1个月的上涨，PE已经高达17倍，而且成为恒指历史最大估值。也就是说，至少从恒生指数来说，港股已经不再低估。</p>\n<p><img src=\"https://static.tigerbbs.com/e83b01b117f37266ee074f11e66e4b50\" tg-width=\"550\" tg-height=\"253\" referrerpolicy=\"no-referrer\"></p>\n<p>中泰国际策略分析师颜招骏表示，港股调整非常合理，也能冷却下目前的炒风。本轮升浪，包括恒生指数、新经济龙头、生物B类、内需消费品种、SAAS板块的估值修复基本到位，南下资金是升市的主要动力，股价由资金推动多于因盈利预期向上的修复。资金推动下近月相关股票升势凌厉，部分股票估值已从合理低估转化为相对高估，股价在高位多空博奕，波动性增加也是可预期。</p>\n<p>其次，市场对流动性担忧加剧，造成沪港深三地股市发生联动，集体下跌。1月26日上午，央行货币政策委员会委员马骏表示，资产泡沫较大，货币政策要适度收紧去应对。随后，当日下午，央行行长易纲在达沃斯论坛上表示，中国的货币政策将继续支持经济，中国不会过早退出支持政策。</p>\n<p>第三、内资外资联合沽售。不是内资再度涌入100亿吗，为何是内资外资集体出货了？根据昨日盘后港股通数据，南下资金累计净流入港股139亿，但仅腾讯就流入了90亿，中海油还有近30亿，也就是说大部分的港股通个股基本都是流出的。</p>\n<p>举例来说，截至目前，中国飞鹤获港股通净卖出1.7亿港元，同时净卖出前5名中，外资占据四席，流出额都比买入前五席位多。</p>\n<p><img src=\"https://static.tigerbbs.com/a9af8e9317b2f19895e849ec9e5dbadb\" tg-width=\"550\" tg-height=\"418\" referrerpolicy=\"no-referrer\"></p>\n<p>同样的，港交所也遭袜子麦格理、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>等集体卖出，而内资代表中信里昂也是卖出，港股通则是买入的。</p>\n<p>不过，本次资金抛售，外资还是主力，比如美团，实时数据显示，港股通净流入80万股，但大和、<a href=\"https://laohu8.com/S/GS\">高盛</a>、大摩等联合卖出。</p>\n<p>第四，港股上演联合配股超和减持潮，说明市场面临短期调整压力。从1月15日开始，内资便开启了配售潮，据不完全统计，个别配售一览：</p>\n<p>1）1月15日，<a href=\"https://laohu8.com/S/01117\">现代牧业</a>公告，于2021年1月20日交易时段前，公司以每股2.4元配售6.5亿股，股份占经扩大已发行股份总数约9.14%。配售价较昨日收市价每股2.73港元折让约12.09%。</p>\n<p>2）1月21日，<a href=\"https://laohu8.com/S/002594\">比亚迪</a>拟配售1.33亿股H股，每股配售股份的配售价225.0港元，较1月20日于联交所所报的收市价每股H股244.0港元折让约7.8%。1月26日，比亚迪副总裁，号称最牛打工人的李柯拟减持100万股比亚迪A股。</p>\n<p>3）1月22日，东方海外先旧后新配售1140万股 中远海运持股减少为73.66%；嘉医疗拟折让1.9%配售3380万股，筹资9.9亿港元；<a href=\"https://laohu8.com/S/00305\">五菱汽车</a>遭副主席折让10%配售2.23亿股，筹资5.5亿港元。</p>\n<p>4）1月27日，中教控股折让8%配售1.22亿股；<a href=\"https://laohu8.com/S/00697\">首程控股</a>拟折让约9.78%先旧后新配售2.1亿股；<a href=\"https://laohu8.com/S/01877\">君实生物</a>股东王树君以每股82.12港元配售约950万股H股，套现7.8亿港元。</p>\n<p><b>“女股神”再发惊人言论，港股剑指35000点？</b></p>\n<p>对于港股后市，颜招骏表示，如果升市由资金为导，经历急升过后，波动性必然会加剧，直至多空双方共同找到一个共识，像美股前天盘中突然闪崩，今天港股生物B类也是。</p>\n<p>事实上，当股王<a href=\"https://laohu8.com/S/00700\">腾讯</a>（00700）竟可一日急升一成，个别概念股股价可以短时间内‘翻几番’，反映市况波动性将进一步加剧。当然，现时亦难言大市何时会见顶。但可以肯定，由于年内累升不少，即使再出现千点调整亦不出奇，尤其是外围市况似乎颇不明朗，美股开始踏入业绩期，欧洲经济复苏路又举步维艰，所以面对此种市况，大家还是量力而为，以及策略上保持弹性矣！</p>\n<p>不过，曾豪言腾讯剑指1000元的“女股神”刘央再现惊人言论。昨日她做客<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经理财大学表示，2021年港股恒指肯定要上35000点。之所以看高35000点，她表示，一是政策的支持，北水的南下；第二，香港具有无穷的想象空间，新经济正如雨后春笋般发展；第三，前两个是短期发生作用，作为长期投资人，必须包括港股，配置港股资产。</p>\n<p>在选择板块方面，刘央表示，1）高端制造，中国永远没有停止对世界的贡献和创造就在于制造；2）数字经济，互联网带动的经济，其中她提到了Saas；3）新能源，新能源汽车、光伏等；4）新通讯，比如5G等；5）新消费，全部服务Z时代。</p>","source":"highlight_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>港股下跌背后竟是内外资联合绞杀？“女股神”继续看多</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港股下跌背后竟是内外资联合绞杀？“女股神”继续看多\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-27 12:01 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/xUfxJaH7gjyBonASaNV7IQ><strong>新浪港股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月27日消息，港股连续第二个交易日大跌，虽然恒指目前涨0.1%，但港股赚钱效应很差，科技股、医药股、消费股、物业股、有色股全部大跌。内资疯狂涌入2700多亿，依然无法阻止港股大跌，到底发生了什么？\n\n恒生科技股重挫，说好的抱团呢？\n根据盘中数据，恒生科技指数跳水大跌1.6%，微盟、比亚迪电子跌超5%，华虹半导体跌近5%，明源云跌4%，美团跌4%，京东集团等跌超3%。\n\n医药股集体扑街，B类股成...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/xUfxJaH7gjyBonASaNV7IQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93cd9a1b7ca235b465c66943d1cfe6c9","relate_stocks":{"HSI":"恒生指数"},"source_url":"https://mp.weixin.qq.com/s/xUfxJaH7gjyBonASaNV7IQ","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"1102585837","content_text":"1月27日消息，港股连续第二个交易日大跌，虽然恒指目前涨0.1%，但港股赚钱效应很差，科技股、医药股、消费股、物业股、有色股全部大跌。内资疯狂涌入2700多亿，依然无法阻止港股大跌，到底发生了什么？\n\n恒生科技股重挫，说好的抱团呢？\n根据盘中数据，恒生科技指数跳水大跌1.6%，微盟、比亚迪电子跌超5%，华虹半导体跌近5%，明源云跌4%，美团跌4%，京东集团等跌超3%。\n\n医药股集体扑街，B类股成重灾区，康方生物跌超8%，启明医疗跌7.9%，康希诺跌近7%，再鼎医药跌6.3%，沛嘉医疗跌5%。\n\n港股非必须消费股集体大跌，说好的新能源汽车呢。其中，中教控股跌超9%，耐世特跌超7%，长城汽车跌7.3%，李宁跌超6%，吉利汽车跌6.6%，九毛九跌超5%，比亚迪跌超5%。\n\n说好的光伏概念呢？金风科技跌近5%，信义光能跌4.6%，保利协鑫能源跌超3%。\n\n物业地产股走跌，其中，时代邻里跌5.5%，建业新生活跌4.9%，保利物业、绿城生活跌超4%，碧桂园服务、永升生活服务跌超3%。\n\n银行股成为少有上涨的股票，华兴资本受益于快手上市涨近5%，今年涨超40%；邮储银行、光大银行、工行、招行等涨超2%。\n\n发生了什么，2700亿内资挡不住港股下跌？\n截至发稿，内资再度涌入港股超100亿，今年以来累计涌入超2700亿。为什么内资2700亿涌入港股也挡不住港股下跌？\n\n首先，港股在经历近1个月的上涨，PE已经高达17倍，而且成为恒指历史最大估值。也就是说，至少从恒生指数来说，港股已经不再低估。\n\n中泰国际策略分析师颜招骏表示，港股调整非常合理，也能冷却下目前的炒风。本轮升浪，包括恒生指数、新经济龙头、生物B类、内需消费品种、SAAS板块的估值修复基本到位，南下资金是升市的主要动力，股价由资金推动多于因盈利预期向上的修复。资金推动下近月相关股票升势凌厉，部分股票估值已从合理低估转化为相对高估，股价在高位多空博奕，波动性增加也是可预期。\n其次，市场对流动性担忧加剧，造成沪港深三地股市发生联动，集体下跌。1月26日上午，央行货币政策委员会委员马骏表示，资产泡沫较大，货币政策要适度收紧去应对。随后，当日下午，央行行长易纲在达沃斯论坛上表示，中国的货币政策将继续支持经济，中国不会过早退出支持政策。\n第三、内资外资联合沽售。不是内资再度涌入100亿吗，为何是内资外资集体出货了？根据昨日盘后港股通数据，南下资金累计净流入港股139亿，但仅腾讯就流入了90亿，中海油还有近30亿，也就是说大部分的港股通个股基本都是流出的。\n举例来说，截至目前，中国飞鹤获港股通净卖出1.7亿港元，同时净卖出前5名中，外资占据四席，流出额都比买入前五席位多。\n\n同样的，港交所也遭袜子麦格理、摩根大通等集体卖出，而内资代表中信里昂也是卖出，港股通则是买入的。\n不过，本次资金抛售，外资还是主力，比如美团，实时数据显示，港股通净流入80万股，但大和、高盛、大摩等联合卖出。\n第四，港股上演联合配股超和减持潮，说明市场面临短期调整压力。从1月15日开始，内资便开启了配售潮，据不完全统计，个别配售一览：\n1）1月15日，现代牧业公告，于2021年1月20日交易时段前，公司以每股2.4元配售6.5亿股，股份占经扩大已发行股份总数约9.14%。配售价较昨日收市价每股2.73港元折让约12.09%。\n2）1月21日，比亚迪拟配售1.33亿股H股，每股配售股份的配售价225.0港元，较1月20日于联交所所报的收市价每股H股244.0港元折让约7.8%。1月26日，比亚迪副总裁，号称最牛打工人的李柯拟减持100万股比亚迪A股。\n3）1月22日，东方海外先旧后新配售1140万股 中远海运持股减少为73.66%；嘉医疗拟折让1.9%配售3380万股，筹资9.9亿港元；五菱汽车遭副主席折让10%配售2.23亿股，筹资5.5亿港元。\n4）1月27日，中教控股折让8%配售1.22亿股；首程控股拟折让约9.78%先旧后新配售2.1亿股；君实生物股东王树君以每股82.12港元配售约950万股H股，套现7.8亿港元。\n“女股神”再发惊人言论，港股剑指35000点？\n对于港股后市，颜招骏表示，如果升市由资金为导，经历急升过后，波动性必然会加剧，直至多空双方共同找到一个共识，像美股前天盘中突然闪崩，今天港股生物B类也是。\n事实上，当股王腾讯（00700）竟可一日急升一成，个别概念股股价可以短时间内‘翻几番’，反映市况波动性将进一步加剧。当然，现时亦难言大市何时会见顶。但可以肯定，由于年内累升不少，即使再出现千点调整亦不出奇，尤其是外围市况似乎颇不明朗，美股开始踏入业绩期，欧洲经济复苏路又举步维艰，所以面对此种市况，大家还是量力而为，以及策略上保持弹性矣！\n不过，曾豪言腾讯剑指1000元的“女股神”刘央再现惊人言论。昨日她做客新浪财经理财大学表示，2021年港股恒指肯定要上35000点。之所以看高35000点，她表示，一是政策的支持，北水的南下；第二，香港具有无穷的想象空间，新经济正如雨后春笋般发展；第三，前两个是短期发生作用，作为长期投资人，必须包括港股，配置港股资产。\n在选择板块方面，刘央表示，1）高端制造，中国永远没有停止对世界的贡献和创造就在于制造；2）数字经济，互联网带动的经济，其中她提到了Saas；3）新能源，新能源汽车、光伏等；4）新通讯，比如5G等；5）新消费，全部服务Z时代。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612292787,"gmtCreate":1652346648249,"gmtModify":1652346648249,"author":{"id":"3453227948829132","authorId":"3453227948829132","name":"Jz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3453227948829132","authorIdStr":"3453227948829132"},"themes":[],"htmlText":"<a 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