大王叫我来炒美股的个人主页 - 老虎社区

大王叫我来炒美股

大王叫我来炒美股

暂无个人介绍

IP属地：未知

38关注

1粉丝

0主题

0勋章

大王叫我来炒美股

2022-01-05

$小鹏汽车(XPEV)$20抄底

大王叫我来炒美股

2021-12-02

$小鹏汽车(XPEV)$交付半成品车，吹不下去了？

大王叫我来炒美股

2021-12-01

$小鹏汽车(XPEV)$是不是二手车市场，可以买到小鹏没上牌的新车了。。。

大王叫我来炒美股

2021-12-01

$蔚来(NIO)$绷不住了，这个月销量完蛋了吧

大王叫我来炒美股

2021-11-27

$辉瑞(PFE)$之前研发的没用，要大跌了

大王叫我来炒美股

2021-11-23

$蔚来(NIO)$丢人。。。

大王叫我来炒美股

2021-11-17

$蔚来(NIO)$太拉跨了。。。丢脸

大王叫我来炒美股

2021-11-09

又吹牛逼

2022年海外中资股展望：价值崛起！

大王叫我来炒美股

2021-09-15

$蔚来(NIO)$牛逼吹的震天响，高端车企

大王叫我来炒美股

2021-08-12

$贝壳(BEKE)$解散了吧，哈哈，去厂里上班多好，非要干中介

大王叫我来炒美股

2021-03-11

$游戏驿站(GME)$哈哈哈，突突突

大王叫我来炒美股

2021-03-06

$特斯拉(TSLA)$今晚翻红

大王叫我来炒美股

2021-03-03

$阿里巴巴(BABA)$jack ma 跑了？

大王叫我来炒美股

2021-03-01

$蔚来(NIO)$第一次买做空还是做多，各位大佬

大王叫我来炒美股

2018-07-11

$迅雷(XNET)$还不如不长

大王叫我来炒美股

2018-06-18

$华米科技(HMI)$这货真垃圾。。。买了就没涨过

大王叫我来炒美股

2018-06-15

$虎牙(HUYA)$换手率80%，勇士们继续

大王叫我来炒美股

2018-06-14

$虎牙(HUYA)$老哥们，我44.3空了虎牙

大王叫我来炒美股

2018-06-13

$好未来(TAL)$爽啊。。。继续空，再来一波

大王叫我来炒美股

2018-06-07

$晶科能源(JKS)$成本129，高高挂起。。。

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3457336653825914,"uuid":"3457336653825914","gmtCreate":1494241564264,"gmtModify":1500391312718,"name":"大王叫我来炒美股","pinyin":"dwjwlcmgdawangjiaowolaichaomeigu","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.laohu8.com/61f89085198648f76f5a2c8d2a7baf71","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":38,"tweetSize":31,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5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":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"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":"2023.07.14","exceedPercentage":"93.14%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"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":"2022.10.29","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"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":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.33%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":695393146,"gmtCreate":1641316355065,"gmtModify":1641316355065,"author":{"id":"3457336653825914","authorId":"3457336653825914","name":"大王叫我来炒美股","avatar":"https://static.laohu8.com/61f89085198648f76f5a2c8d2a7baf71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>20抄底","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>20抄底","text":"$小鹏汽车(XPEV)$20抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695393146","isVote":1,"tweetType":1,"viewCount":1327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603173494,"gmtCreate":1638382433476,"gmtModify":1638382433476,"author":{"id":"3457336653825914","authorId":"3457336653825914","name":"大王叫我来炒美股","avatar":"https://static.laohu8.com/61f89085198648f76f5a2c8d2a7baf71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>交付半成品车，吹不下去了？","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>交付半成品车，吹不下去了？","text":"$小鹏汽车(XPEV)$交付半成品车，吹不下去了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603173494","isVote":1,"tweetType":1,"viewCount":1264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603380891,"gmtCreate":1638366090819,"gmtModify":1638366090819,"author":{"id":"3457336653825914","authorId":"3457336653825914","name":"大王叫我来炒美股","avatar":"https://static.laohu8.com/61f89085198648f76f5a2c8d2a7baf71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>是不是二手车市场，可以买到小鹏没上牌的新车了。。。","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>是不是二手车市场，可以买到小鹏没上牌的新车了。。。","text":"$小鹏汽车(XPEV)$是不是二手车市场，可以买到小鹏没上牌的新车了。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603380891","isVote":1,"tweetType":1,"viewCount":1520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609509230,"gmtCreate":1638290305894,"gmtModify":1638290305894,"author":{"id":"3457336653825914","authorId":"3457336653825914","name":"大王叫我来炒美股","avatar":"https://static.laohu8.com/61f89085198648f76f5a2c8d2a7baf71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>绷不住了，这个月销量完蛋了吧","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>绷不住了，这个月销量完蛋了吧","text":"$蔚来(NIO)$绷不住了，这个月销量完蛋了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/609509230","isVote":1,"tweetType":1,"viewCount":3760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600003395,"gmtCreate":1637995514349,"gmtModify":1637995514349,"author":{"id":"3457336653825914","authorId":"3457336653825914","name":"大王叫我来炒美股","avatar":"https://static.laohu8.com/61f89085198648f76f5a2c8d2a7baf71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a>之前研发的没用，要大跌了","listText":"<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a>之前研发的没用，要大跌了","text":"$辉瑞(PFE)$之前研发的没用，要大跌了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600003395","isVote":1,"tweetType":1,"viewCount":1578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875418192,"gmtCreate":1637678653628,"gmtModify":1637678653628,"author":{"id":"3457336653825914","authorId":"3457336653825914","name":"大王叫我来炒美股","avatar":"https://static.laohu8.com/61f89085198648f76f5a2c8d2a7baf71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>丢人。。。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>丢人。。。","text":"$蔚来(NIO)$丢人。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875418192","isVote":1,"tweetType":1,"viewCount":1028,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871582619,"gmtCreate":1637084546873,"gmtModify":1637086379244,"author":{"id":"3457336653825914","authorId":"3457336653825914","name":"大王叫我来炒美股","avatar":"https://static.laohu8.com/61f89085198648f76f5a2c8d2a7baf71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>太拉跨了。。。丢脸","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>太拉跨了。。。丢脸","text":"$蔚来(NIO)$太拉跨了。。。丢脸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871582619","isVote":1,"tweetType":1,"viewCount":1609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847903682,"gmtCreate":1636470317360,"gmtModify":1636470552214,"author":{"id":"3457336653825914","authorId":"3457336653825914","name":"大王叫我来炒美股","avatar":"https://static.laohu8.com/61f89085198648f76f5a2c8d2a7baf71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"又吹牛逼","listText":"又吹牛逼","text":"又吹牛逼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/847903682","repostId":"1177700936","repostType":2,"repost":{"id":"1177700936","pubTimestamp":1636428839,"share":"https://www.laohu8.com/m/news/1177700936?lang=&edition=full","pubTime":"2021-11-09 11:33","market":"us","language":"zh","title":"2022年海外中资股展望：价值崛起！","url":"https://stock-news.laohu8.com/highlight/detail?id=1177700936","media":"中信证券研究","summary":"以港股为代表的海外上市中国公司估值已处于历史底部，恒生指数接近“破净”，A/H折溢价目前在145左右，相对A股折价接近历史最高点。展望2022年，我们预计监管政策将趋于常态化。本轮监管对互联网等行业产","content":"<p>以港股为代表的海外上市中国公司估值已处于历史底部，恒生指数接近“破净”，A/H折溢价目前在145左右，相对A股折价接近历史最高点。展望2022年，我们预计监管政策将趋于常态化。本轮监管对互联网等行业产生深远影响，但强监管下市场会更快进入“去伪求真”（参考2018年医药经历“集采”后创新药崛起）。境外对地产企业无序违约担忧将逐步释放，地产调控的关注点也会从信用风险转向更中长期如“房产税”等制度建设。我们预计MSCI China明年盈利增速将达到11%（vs 一致预期12% in 2021），恒生指数盈利增速将达12%（vs一致预期2% in 2021）。“再通胀”依旧是主线，但明年的关注点将切换到CPI及消费品涨价。产业升级是发展的大趋势，中国核心优势还是先进制造力。监管政策的引导下，资本市场估值也将有所体现，持续看好高景气高资本开支行业：工业数字化（云计算），新能源，半导体，CXO等，但从投资角度，我们会更注重其在内在业绩增长的持续性和目前估值匹配度。</p>\n<p><b>以港股为代表的海外上市中国公司估值已处于历史底部，但内部结构分化仍很严重。</b></p>\n<p>受到“反垄断”，“双减”及地产政策等影响，今年以来海外上市的中国“核心资产”普遍表现不佳，而顺周期，新能源相关的表现相对较好，板块内结构出现明显分化。港股恒生指数在8月以来接近“破净”，如考虑2020年恒生指数纳入阿里巴巴、美团等对权重的影响，估值更低。相较于A股， A/H折溢价目前在145左右，接近历史最高点。我们认为，整体而言市场已充分反映或可能过多反映负面情绪，而投资者又拥挤交易在有限的板块：国潮品牌、新能源运营商、CXO等。</p>\n<p><b>展望2022年，风险逐步落地，监管常态化将有助于估值修复，特别对政策强监管行业及产业链。</b></p>\n<p>2022年，我们预计监管政策将趋于常态化，总体以“稳”为主。境外对地产企业无序违约担忧将逐步释放，地产调控的关注点也将从信用风险转向更中长期如“房产税”等制度建设议题，有利于降低整体尾部风险。本轮监管政策密集落地，对互联网等行业产生深远影响，强监管下市场会更快进入“去伪求真”的阶段（参考2018年医疗行业经历“集采”过后，真正具备创新能力的药企崛起），创新是科技或互联网永恒主线。我们预计在《个人信息保护法》等法规相继落地后，具备良好公司治理能力的公司有望脱颖而出。地产行业在信用压力下，我们看到其下属物业板块通过兼并重组，集中度有望迅速提升，利好龙头公司。</p>\n<p><b>“再通胀”依旧是主线，但明年的关注将切换到CPI及消费品涨价。</b></p>\n<p>我们预计MSCI China明年盈利增速将达到11%（vs一致预期12% in 2021），恒生指数盈利增速将达12% （vs一致预期2% in 2021）。消费今年明显受到压制，汽车缺芯等供给侧问题也影响整体消费增速，上游端成本压力进一步影响盈利水平。明年通胀环境下，我们预计PPI端的涨价压力将逐步向CPI传导，部分调味品、酒的涨价今年已经有所端倪，明年必选消费品中养殖、食品饮料等各类细分品种涨价逻辑或成为贯穿全年投资主线。2021年局部散点疫情抑制了国内消费场景的复苏，但参考今年“五一”期间全国未出现大范围疫情的情况下，酒店龙头RevPAR均恢复至2019年同期水平，甚至更优。叠加明年潜在的通关预期，国内服务相关消费或有超预期可能。</p>\n<p><b>创新不眠，产业升级是中国发展的大趋势，中国核心优势还是先进制造力，在监管政策的引导下，资本市场估值也将有所体现。我们持续关注高景气、高资本开支的工业数字化（云计算）、新能源、半导体、CXO等。</b></p>\n<p>疫情对数字化加速有不可逆的影响，中国的产业升级也因“碳中和”明显加速。在MSCI China细分赛道中，动力电池、光伏、半导体、CXO、电子元器件、军工等细分赛道过去几年资本开支始终处于上行阶段，未来数年内有望逐渐进入业绩兑现期。但这些高景气赛道普遍处于较高估值分位，我们将更注重其业绩增长的持续性和估值的匹配度。</p>\n<p><b>风险因素：</b></p>\n<p>中美关系恶化风险，中国及全球宏观经济修复不及预期，国内流动性收紧，房地产企业信用风险持续发酵，相关产业政策不达预期风险。</p>\n<p><b>投资策略：</b></p>\n<p>展望明年，我们在投资上聚焦3条主线：消费品涨价、碳中和及创新转型（数字化和CXO）。由于目前市场个别板块处在极限低估位置，我们同时加入部分高分红的低估值个股。结合行业分析师推荐，我们看好海外上市中资股中的腾讯控股、百度集团-SW、阿里巴巴-SW、华虹半导体、舜宇光学科技、碧桂园服务、华润万象生活、吉利汽车、福耀玻璃、JS环球生活、华住酒店-SW、蒙牛乳业、药明康德、邮储银行、赣锋锂业、金风科技、海吉亚医疗、华润电力、广发证券、港交所，A股中的温氏股份、大北农、绝味食品、贵州茅台、珀莱雅、北新建材、长城汽车、拓普集团、通威股份、大全能源、晶盛机电、奥特维、亿纬锂能、新宙邦、深信服、歌尔股份、紫光国微、石基信息、迈瑞医疗、三花智控。</p>","source":"zxzqyj","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>2022年海外中资股展望：价值崛起！</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\">\n2022年海外中资股展望：价值崛起！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-09 11:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/K91jMN5L4_4dCaJKNt57Jg><strong>中信证券研究</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>以港股为代表的海外上市中国公司估值已处于历史底部，恒生指数接近“破净”，A/H折溢价目前在145左右，相对A股折价接近历史最高点。展望2022年，我们预计监管政策将趋于常态化。本轮监管对互联网等行业产生深远影响，但强监管下市场会更快进入“去伪求真”（参考2018年医药经历“集采”后创新药崛起）。境外对地产企业无序违约担忧将逐步释放，地产调控的关注点也会从信用风险转向更中长期如“房产税”等制度建设。...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/K91jMN5L4_4dCaJKNt57Jg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"HSCCI":"红筹指数","HSTECH":"恒生科技指数","HSCEI":"国企指数","HSI":"恒生指数"},"source_url":"https://mp.weixin.qq.com/s/K91jMN5L4_4dCaJKNt57Jg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177700936","content_text":"以港股为代表的海外上市中国公司估值已处于历史底部，恒生指数接近“破净”，A/H折溢价目前在145左右，相对A股折价接近历史最高点。展望2022年，我们预计监管政策将趋于常态化。本轮监管对互联网等行业产生深远影响，但强监管下市场会更快进入“去伪求真”（参考2018年医药经历“集采”后创新药崛起）。境外对地产企业无序违约担忧将逐步释放，地产调控的关注点也会从信用风险转向更中长期如“房产税”等制度建设。我们预计MSCI China明年盈利增速将达到11%（vs 一致预期12% in 2021），恒生指数盈利增速将达12%（vs一致预期2% in 2021）。“再通胀”依旧是主线，但明年的关注点将切换到CPI及消费品涨价。产业升级是发展的大趋势，中国核心优势还是先进制造力。监管政策的引导下，资本市场估值也将有所体现，持续看好高景气高资本开支行业：工业数字化（云计算），新能源，半导体，CXO等，但从投资角度，我们会更注重其在内在业绩增长的持续性和目前估值匹配度。\n以港股为代表的海外上市中国公司估值已处于历史底部，但内部结构分化仍很严重。\n受到“反垄断”，“双减”及地产政策等影响，今年以来海外上市的中国“核心资产”普遍表现不佳，而顺周期，新能源相关的表现相对较好，板块内结构出现明显分化。港股恒生指数在8月以来接近“破净”，如考虑2020年恒生指数纳入阿里巴巴、美团等对权重的影响，估值更低。相较于A股， A/H折溢价目前在145左右，接近历史最高点。我们认为，整体而言市场已充分反映或可能过多反映负面情绪，而投资者又拥挤交易在有限的板块：国潮品牌、新能源运营商、CXO等。\n展望2022年，风险逐步落地，监管常态化将有助于估值修复，特别对政策强监管行业及产业链。\n2022年，我们预计监管政策将趋于常态化，总体以“稳”为主。境外对地产企业无序违约担忧将逐步释放，地产调控的关注点也将从信用风险转向更中长期如“房产税”等制度建设议题，有利于降低整体尾部风险。本轮监管政策密集落地，对互联网等行业产生深远影响，强监管下市场会更快进入“去伪求真”的阶段（参考2018年医疗行业经历“集采”过后，真正具备创新能力的药企崛起），创新是科技或互联网永恒主线。我们预计在《个人信息保护法》等法规相继落地后，具备良好公司治理能力的公司有望脱颖而出。地产行业在信用压力下，我们看到其下属物业板块通过兼并重组，集中度有望迅速提升，利好龙头公司。\n“再通胀”依旧是主线，但明年的关注将切换到CPI及消费品涨价。\n我们预计MSCI China明年盈利增速将达到11%（vs一致预期12% in 2021），恒生指数盈利增速将达12% （vs一致预期2% in 2021）。消费今年明显受到压制，汽车缺芯等供给侧问题也影响整体消费增速，上游端成本压力进一步影响盈利水平。明年通胀环境下，我们预计PPI端的涨价压力将逐步向CPI传导，部分调味品、酒的涨价今年已经有所端倪，明年必选消费品中养殖、食品饮料等各类细分品种涨价逻辑或成为贯穿全年投资主线。2021年局部散点疫情抑制了国内消费场景的复苏，但参考今年“五一”期间全国未出现大范围疫情的情况下，酒店龙头RevPAR均恢复至2019年同期水平，甚至更优。叠加明年潜在的通关预期，国内服务相关消费或有超预期可能。\n创新不眠，产业升级是中国发展的大趋势，中国核心优势还是先进制造力，在监管政策的引导下，资本市场估值也将有所体现。我们持续关注高景气、高资本开支的工业数字化（云计算）、新能源、半导体、CXO等。\n疫情对数字化加速有不可逆的影响，中国的产业升级也因“碳中和”明显加速。在MSCI China细分赛道中，动力电池、光伏、半导体、CXO、电子元器件、军工等细分赛道过去几年资本开支始终处于上行阶段，未来数年内有望逐渐进入业绩兑现期。但这些高景气赛道普遍处于较高估值分位，我们将更注重其业绩增长的持续性和估值的匹配度。\n风险因素：\n中美关系恶化风险，中国及全球宏观经济修复不及预期，国内流动性收紧，房地产企业信用风险持续发酵，相关产业政策不达预期风险。\n投资策略：\n展望明年，我们在投资上聚焦3条主线：消费品涨价、碳中和及创新转型（数字化和CXO）。由于目前市场个别板块处在极限低估位置，我们同时加入部分高分红的低估值个股。结合行业分析师推荐，我们看好海外上市中资股中的腾讯控股、百度集团-SW、阿里巴巴-SW、华虹半导体、舜宇光学科技、碧桂园服务、华润万象生活、吉利汽车、福耀玻璃、JS环球生活、华住酒店-SW、蒙牛乳业、药明康德、邮储银行、赣锋锂业、金风科技、海吉亚医疗、华润电力、广发证券、港交所，A股中的温氏股份、大北农、绝味食品、贵州茅台、珀莱雅、北新建材、长城汽车、拓普集团、通威股份、大全能源、晶盛机电、奥特维、亿纬锂能、新宙邦、深信服、歌尔股份、紫光国微、石基信息、迈瑞医疗、三花智控。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":882987525,"gmtCreate":1631646448167,"gmtModify":1631646448167,"author":{"id":"3457336653825914","authorId":"3457336653825914","name":"大王叫我来炒美股","avatar":"https://static.laohu8.com/61f89085198648f76f5a2c8d2a7baf71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>牛逼吹的震天响，高端车企","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>牛逼吹的震天响，高端车企","text":"$蔚来(NIO)$牛逼吹的震天响，高端车企","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/882987525","isVote":1,"tweetType":1,"viewCount":927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":895479363,"gmtCreate":1628769937852,"gmtModify":1628769937852,"author":{"id":"3457336653825914","authorId":"3457336653825914","name":"大王叫我来炒美股","avatar":"https://static.laohu8.com/61f89085198648f76f5a2c8d2a7baf71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$</a>解散了吧，哈哈，去厂里上班多好，非要干中介","listText":"<a href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$</a>解散了吧，哈哈，去厂里上班多好，非要干中介","text":"$贝壳(BEKE)$解散了吧，哈哈，去厂里上班多好，非要干中介","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895479363","isVote":1,"tweetType":1,"viewCount":1615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321378652,"gmtCreate":1615398054476,"gmtModify":1703488578912,"author":{"id":"3457336653825914","authorId":"3457336653825914","name":"大王叫我来炒美股","avatar":"https://static.laohu8.com/61f89085198648f76f5a2c8d2a7baf71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>哈哈哈，突突突","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>哈哈哈，突突突","text":"$游戏驿站(GME)$哈哈哈，突突突","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/321378652","isVote":1,"tweetType":1,"viewCount":1177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367706812,"gmtCreate":1614964620636,"gmtModify":1703483774360,"author":{"id":"3457336653825914","authorId":"3457336653825914","name":"大王叫我来炒美股","avatar":"https://static.laohu8.com/61f89085198648f76f5a2c8d2a7baf71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>今晚翻红","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>今晚翻红","text":"$特斯拉(TSLA)$今晚翻红","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/367706812","isVote":1,"tweetType":1,"viewCount":938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365122627,"gmtCreate":1614705859469,"gmtModify":1703480204008,"author":{"id":"3457336653825914","authorId":"3457336653825914","name":"大王叫我来炒美股","avatar":"https://static.laohu8.com/61f89085198648f76f5a2c8d2a7baf71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>jack ma 跑了？","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>jack ma 跑了？","text":"$阿里巴巴(BABA)$jack ma 跑了？","images":[{"img":"https://static.tigerbbs.com/c2c4b028a05e648f127cf2ea456b7a80","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/365122627","isVote":1,"tweetType":1,"viewCount":2336,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3433670375398636","authorId":"3433670375398636","name":"成成妈","avatar":"https://static.laohu8.com/62c76550aa9d6a705341eb2ab60c09b2","crmLevel":1,"crmLevelSwitch":0},"content":"不要再发这个图片了，早就有了人说了这是造谣的","text":"不要再发这个图片了，早就有了人说了这是造谣的","html":"不要再发这个图片了，早就有了人说了这是造谣的"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":362353896,"gmtCreate":1614600254215,"gmtModify":1703478675490,"author":{"id":"3457336653825914","authorId":"3457336653825914","name":"大王叫我来炒美股","avatar":"https://static.laohu8.com/61f89085198648f76f5a2c8d2a7baf71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>第一次买做空还是做多，各位大佬","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>第一次买做空还是做多，各位大佬","text":"$蔚来(NIO)$第一次买做空还是做多，各位大佬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/362353896","isVote":1,"tweetType":1,"viewCount":1646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":216359,"gmtCreate":1531242747496,"gmtModify":1704896469270,"author":{"id":"3457336653825914","authorId":"3457336653825914","name":"大王叫我来炒美股","avatar":"https://static.laohu8.com/61f89085198648f76f5a2c8d2a7baf71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$迅雷(XNET)$还不如不长","listText":"$迅雷(XNET)$还不如不长","text":"$迅雷(XNET)$还不如不长","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/216359","isVote":1,"tweetType":1,"viewCount":1083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":204967,"gmtCreate":1529328873941,"gmtModify":1704895030506,"author":{"id":"3457336653825914","authorId":"3457336653825914","name":"大王叫我来炒美股","avatar":"https://static.laohu8.com/61f89085198648f76f5a2c8d2a7baf71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$华米科技(HMI)$这货真垃圾。。。买了就没涨过","listText":"$华米科技(HMI)$这货真垃圾。。。买了就没涨过","text":"$华米科技(HMI)$这货真垃圾。。。买了就没涨过","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/204967","isVote":1,"tweetType":1,"viewCount":966,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3460028006918889","authorId":"3460028006918889","name":"LarryChow","avatar":"https://static.tigerbbs.com/f121e42c415ad914743e942ef5521485","crmLevel":2,"crmLevelSwitch":0},"content":"别告诉我你已经割肉了。","text":"别告诉我你已经割肉了。","html":"别告诉我你已经割肉了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":203636,"gmtCreate":1529004136688,"gmtModify":1704894854611,"author":{"id":"3457336653825914","authorId":"3457336653825914","name":"大王叫我来炒美股","avatar":"https://static.laohu8.com/61f89085198648f76f5a2c8d2a7baf71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$虎牙(HUYA)$换手率80%，勇士们继续","listText":"$虎牙(HUYA)$换手率80%，勇士们继续","text":"$虎牙(HUYA)$换手率80%，勇士们继续","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/203636","isVote":1,"tweetType":1,"viewCount":1179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":203428,"gmtCreate":1528991683962,"gmtModify":1704894828152,"author":{"id":"3457336653825914","authorId":"3457336653825914","name":"大王叫我来炒美股","avatar":"https://static.laohu8.com/61f89085198648f76f5a2c8d2a7baf71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$虎牙(HUYA)$老哥们，我44.3空了虎牙","listText":"$虎牙(HUYA)$老哥们，我44.3空了虎牙","text":"$虎牙(HUYA)$老哥们，我44.3空了虎牙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/203428","isVote":1,"tweetType":1,"viewCount":1106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":202622,"gmtCreate":1528903248491,"gmtModify":1704894721723,"author":{"id":"3457336653825914","authorId":"3457336653825914","name":"大王叫我来炒美股","avatar":"https://static.laohu8.com/61f89085198648f76f5a2c8d2a7baf71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$好未来(TAL)$爽啊。。。继续空，再来一波","listText":"$好未来(TAL)$爽啊。。。继续空，再来一波","text":"$好未来(TAL)$爽啊。。。继续空，再来一波","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/202622","isVote":1,"tweetType":1,"viewCount":932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199354,"gmtCreate":1528304272420,"gmtModify":1704894275421,"author":{"id":"3457336653825914","authorId":"3457336653825914","name":"大王叫我来炒美股","avatar":"https://static.laohu8.com/61f89085198648f76f5a2c8d2a7baf71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$晶科能源(JKS)$成本129，高高挂起。。。","listText":"$晶科能源(JKS)$成本129，高高挂起。。。","text":"$晶科能源(JKS)$成本129，高高挂起。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/199354","isVote":1,"tweetType":1,"viewCount":1240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":609509230,"gmtCreate":1638290305894,"gmtModify":1638290305894,"author":{"id":"3457336653825914","authorId":"3457336653825914","name":"大王叫我来炒美股","avatar":"https://static.laohu8.com/61f89085198648f76f5a2c8d2a7baf71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>绷不住了，这个月销量完蛋了吧","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>绷不住了，这个月销量完蛋了吧","text":"$蔚来(NIO)$绷不住了，这个月销量完蛋了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/609509230","isVote":1,"tweetType":1,"viewCount":3760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":116977,"gmtCreate":1510930950895,"gmtModify":1704883985684,"author":{"id":"3457336653825914","authorId":"3457336653825914","name":"大王叫我来炒美股","avatar":"https://static.laohu8.com/61f89085198648f76f5a2c8d2a7baf71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$网易(NTES)$ 网易二季度和三季度为啥这么大差距。。。。","listText":"$网易(NTES)$ 网易二季度和三季度为啥这么大差距。。。。","text":"$网易(NTES)$ 网易二季度和三季度为啥这么大差距。。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/116977","isVote":1,"tweetType":1,"viewCount":690,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"191610494713950","authorId":"191610494713950","name":"往昔","avatar":"https://static.laohu8.com/6ef7f4ed366b274b06867eba2913dfd0","crmLevel":1,"crmLevelSwitch":0},"content":"从基本面和价值来说不可理解，也许中概股有太多非理性因素","text":"从基本面和价值来说不可理解，也许中概股有太多非理性因素","html":"从基本面和价值来说不可理解，也许中概股有太多非理性因素"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":204967,"gmtCreate":1529328873941,"gmtModify":1704895030506,"author":{"id":"3457336653825914","authorId":"3457336653825914","name":"大王叫我来炒美股","avatar":"https://static.laohu8.com/61f89085198648f76f5a2c8d2a7baf71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$华米科技(HMI)$这货真垃圾。。。买了就没涨过","listText":"$华米科技(HMI)$这货真垃圾。。。买了就没涨过","text":"$华米科技(HMI)$这货真垃圾。。。买了就没涨过","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/204967","isVote":1,"tweetType":1,"viewCount":966,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3460028006918889","authorId":"3460028006918889","name":"LarryChow","avatar":"https://static.tigerbbs.com/f121e42c415ad914743e942ef5521485","crmLevel":2,"crmLevelSwitch":0},"content":"别告诉我你已经割肉了。","text":"别告诉我你已经割肉了。","html":"别告诉我你已经割肉了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":138106,"gmtCreate":1514472872243,"gmtModify":1704886588655,"author":{"id":"3457336653825914","authorId":"3457336653825914","name":"大王叫我来炒美股","avatar":"https://static.laohu8.com/61f89085198648f76f5a2c8d2a7baf71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"还有大佬在里面吗？","htmlText":"$On Track Innovations Ltd(OTIV)$ 亏了5个点了","listText":"$On Track Innovations Ltd(OTIV)$ 亏了5个点了","text":"$On Track Innovations Ltd(OTIV)$ 亏了5个点了","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/138106","isVote":1,"tweetType":1,"viewCount":818,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365122627,"gmtCreate":1614705859469,"gmtModify":1703480204008,"author":{"id":"3457336653825914","authorId":"3457336653825914","name":"大王叫我来炒美股","avatar":"https://static.laohu8.com/61f89085198648f76f5a2c8d2a7baf71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>jack ma 跑了？","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>jack ma 跑了？","text":"$阿里巴巴(BABA)$jack ma 跑了？","images":[{"img":"https://static.tigerbbs.com/c2c4b028a05e648f127cf2ea456b7a80","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/365122627","isVote":1,"tweetType":1,"viewCount":2336,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3433670375398636","authorId":"3433670375398636","name":"成成妈","avatar":"https://static.laohu8.com/62c76550aa9d6a705341eb2ab60c09b2","crmLevel":1,"crmLevelSwitch":0},"content":"不要再发这个图片了，早就有了人说了这是造谣的","text":"不要再发这个图片了，早就有了人说了这是造谣的","html":"不要再发这个图片了，早就有了人说了这是造谣的"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":847903682,"gmtCreate":1636470317360,"gmtModify":1636470552214,"author":{"id":"3457336653825914","authorId":"3457336653825914","name":"大王叫我来炒美股","avatar":"https://static.laohu8.com/61f89085198648f76f5a2c8d2a7baf71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"又吹牛逼","listText":"又吹牛逼","text":"又吹牛逼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/847903682","repostId":"1177700936","repostType":2,"repost":{"id":"1177700936","pubTimestamp":1636428839,"share":"https://www.laohu8.com/m/news/1177700936?lang=&edition=full","pubTime":"2021-11-09 11:33","market":"us","language":"zh","title":"2022年海外中资股展望：价值崛起！","url":"https://stock-news.laohu8.com/highlight/detail?id=1177700936","media":"中信证券研究","summary":"以港股为代表的海外上市中国公司估值已处于历史底部，恒生指数接近“破净”，A/H折溢价目前在145左右，相对A股折价接近历史最高点。展望2022年，我们预计监管政策将趋于常态化。本轮监管对互联网等行业产","content":"<p>以港股为代表的海外上市中国公司估值已处于历史底部，恒生指数接近“破净”，A/H折溢价目前在145左右，相对A股折价接近历史最高点。展望2022年，我们预计监管政策将趋于常态化。本轮监管对互联网等行业产生深远影响，但强监管下市场会更快进入“去伪求真”（参考2018年医药经历“集采”后创新药崛起）。境外对地产企业无序违约担忧将逐步释放，地产调控的关注点也会从信用风险转向更中长期如“房产税”等制度建设。我们预计MSCI China明年盈利增速将达到11%（vs 一致预期12% in 2021），恒生指数盈利增速将达12%（vs一致预期2% in 2021）。“再通胀”依旧是主线，但明年的关注点将切换到CPI及消费品涨价。产业升级是发展的大趋势，中国核心优势还是先进制造力。监管政策的引导下，资本市场估值也将有所体现，持续看好高景气高资本开支行业：工业数字化（云计算），新能源，半导体，CXO等，但从投资角度，我们会更注重其在内在业绩增长的持续性和目前估值匹配度。</p>\n<p><b>以港股为代表的海外上市中国公司估值已处于历史底部，但内部结构分化仍很严重。</b></p>\n<p>受到“反垄断”，“双减”及地产政策等影响，今年以来海外上市的中国“核心资产”普遍表现不佳，而顺周期，新能源相关的表现相对较好，板块内结构出现明显分化。港股恒生指数在8月以来接近“破净”，如考虑2020年恒生指数纳入阿里巴巴、美团等对权重的影响，估值更低。相较于A股， A/H折溢价目前在145左右，接近历史最高点。我们认为，整体而言市场已充分反映或可能过多反映负面情绪，而投资者又拥挤交易在有限的板块：国潮品牌、新能源运营商、CXO等。</p>\n<p><b>展望2022年，风险逐步落地，监管常态化将有助于估值修复，特别对政策强监管行业及产业链。</b></p>\n<p>2022年，我们预计监管政策将趋于常态化，总体以“稳”为主。境外对地产企业无序违约担忧将逐步释放，地产调控的关注点也将从信用风险转向更中长期如“房产税”等制度建设议题，有利于降低整体尾部风险。本轮监管政策密集落地，对互联网等行业产生深远影响，强监管下市场会更快进入“去伪求真”的阶段（参考2018年医疗行业经历“集采”过后，真正具备创新能力的药企崛起），创新是科技或互联网永恒主线。我们预计在《个人信息保护法》等法规相继落地后，具备良好公司治理能力的公司有望脱颖而出。地产行业在信用压力下，我们看到其下属物业板块通过兼并重组，集中度有望迅速提升，利好龙头公司。</p>\n<p><b>“再通胀”依旧是主线，但明年的关注将切换到CPI及消费品涨价。</b></p>\n<p>我们预计MSCI China明年盈利增速将达到11%（vs一致预期12% in 2021），恒生指数盈利增速将达12% （vs一致预期2% in 2021）。消费今年明显受到压制，汽车缺芯等供给侧问题也影响整体消费增速，上游端成本压力进一步影响盈利水平。明年通胀环境下，我们预计PPI端的涨价压力将逐步向CPI传导，部分调味品、酒的涨价今年已经有所端倪，明年必选消费品中养殖、食品饮料等各类细分品种涨价逻辑或成为贯穿全年投资主线。2021年局部散点疫情抑制了国内消费场景的复苏，但参考今年“五一”期间全国未出现大范围疫情的情况下，酒店龙头RevPAR均恢复至2019年同期水平，甚至更优。叠加明年潜在的通关预期，国内服务相关消费或有超预期可能。</p>\n<p><b>创新不眠，产业升级是中国发展的大趋势，中国核心优势还是先进制造力，在监管政策的引导下，资本市场估值也将有所体现。我们持续关注高景气、高资本开支的工业数字化（云计算）、新能源、半导体、CXO等。</b></p>\n<p>疫情对数字化加速有不可逆的影响，中国的产业升级也因“碳中和”明显加速。在MSCI China细分赛道中，动力电池、光伏、半导体、CXO、电子元器件、军工等细分赛道过去几年资本开支始终处于上行阶段，未来数年内有望逐渐进入业绩兑现期。但这些高景气赛道普遍处于较高估值分位，我们将更注重其业绩增长的持续性和估值的匹配度。</p>\n<p><b>风险因素：</b></p>\n<p>中美关系恶化风险，中国及全球宏观经济修复不及预期，国内流动性收紧，房地产企业信用风险持续发酵，相关产业政策不达预期风险。</p>\n<p><b>投资策略：</b></p>\n<p>展望明年，我们在投资上聚焦3条主线：消费品涨价、碳中和及创新转型（数字化和CXO）。由于目前市场个别板块处在极限低估位置，我们同时加入部分高分红的低估值个股。结合行业分析师推荐，我们看好海外上市中资股中的腾讯控股、百度集团-SW、阿里巴巴-SW、华虹半导体、舜宇光学科技、碧桂园服务、华润万象生活、吉利汽车、福耀玻璃、JS环球生活、华住酒店-SW、蒙牛乳业、药明康德、邮储银行、赣锋锂业、金风科技、海吉亚医疗、华润电力、广发证券、港交所，A股中的温氏股份、大北农、绝味食品、贵州茅台、珀莱雅、北新建材、长城汽车、拓普集团、通威股份、大全能源、晶盛机电、奥特维、亿纬锂能、新宙邦、深信服、歌尔股份、紫光国微、石基信息、迈瑞医疗、三花智控。</p>","source":"zxzqyj","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>2022年海外中资股展望：价值崛起！</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\">\n2022年海外中资股展望：价值崛起！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-09 11:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/K91jMN5L4_4dCaJKNt57Jg><strong>中信证券研究</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>以港股为代表的海外上市中国公司估值已处于历史底部，恒生指数接近“破净”，A/H折溢价目前在145左右，相对A股折价接近历史最高点。展望2022年，我们预计监管政策将趋于常态化。本轮监管对互联网等行业产生深远影响，但强监管下市场会更快进入“去伪求真”（参考2018年医药经历“集采”后创新药崛起）。境外对地产企业无序违约担忧将逐步释放，地产调控的关注点也会从信用风险转向更中长期如“房产税”等制度建设。...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/K91jMN5L4_4dCaJKNt57Jg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"HSCCI":"红筹指数","HSTECH":"恒生科技指数","HSCEI":"国企指数","HSI":"恒生指数"},"source_url":"https://mp.weixin.qq.com/s/K91jMN5L4_4dCaJKNt57Jg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177700936","content_text":"以港股为代表的海外上市中国公司估值已处于历史底部，恒生指数接近“破净”，A/H折溢价目前在145左右，相对A股折价接近历史最高点。展望2022年，我们预计监管政策将趋于常态化。本轮监管对互联网等行业产生深远影响，但强监管下市场会更快进入“去伪求真”（参考2018年医药经历“集采”后创新药崛起）。境外对地产企业无序违约担忧将逐步释放，地产调控的关注点也会从信用风险转向更中长期如“房产税”等制度建设。我们预计MSCI China明年盈利增速将达到11%（vs 一致预期12% in 2021），恒生指数盈利增速将达12%（vs一致预期2% in 2021）。“再通胀”依旧是主线，但明年的关注点将切换到CPI及消费品涨价。产业升级是发展的大趋势，中国核心优势还是先进制造力。监管政策的引导下，资本市场估值也将有所体现，持续看好高景气高资本开支行业：工业数字化（云计算），新能源，半导体，CXO等，但从投资角度，我们会更注重其在内在业绩增长的持续性和目前估值匹配度。\n以港股为代表的海外上市中国公司估值已处于历史底部，但内部结构分化仍很严重。\n受到“反垄断”，“双减”及地产政策等影响，今年以来海外上市的中国“核心资产”普遍表现不佳，而顺周期，新能源相关的表现相对较好，板块内结构出现明显分化。港股恒生指数在8月以来接近“破净”，如考虑2020年恒生指数纳入阿里巴巴、美团等对权重的影响，估值更低。相较于A股， A/H折溢价目前在145左右，接近历史最高点。我们认为，整体而言市场已充分反映或可能过多反映负面情绪，而投资者又拥挤交易在有限的板块：国潮品牌、新能源运营商、CXO等。\n展望2022年，风险逐步落地，监管常态化将有助于估值修复，特别对政策强监管行业及产业链。\n2022年，我们预计监管政策将趋于常态化，总体以“稳”为主。境外对地产企业无序违约担忧将逐步释放，地产调控的关注点也将从信用风险转向更中长期如“房产税”等制度建设议题，有利于降低整体尾部风险。本轮监管政策密集落地，对互联网等行业产生深远影响，强监管下市场会更快进入“去伪求真”的阶段（参考2018年医疗行业经历“集采”过后，真正具备创新能力的药企崛起），创新是科技或互联网永恒主线。我们预计在《个人信息保护法》等法规相继落地后，具备良好公司治理能力的公司有望脱颖而出。地产行业在信用压力下，我们看到其下属物业板块通过兼并重组，集中度有望迅速提升，利好龙头公司。\n“再通胀”依旧是主线，但明年的关注将切换到CPI及消费品涨价。\n我们预计MSCI China明年盈利增速将达到11%（vs一致预期12% in 2021），恒生指数盈利增速将达12% （vs一致预期2% in 2021）。消费今年明显受到压制，汽车缺芯等供给侧问题也影响整体消费增速，上游端成本压力进一步影响盈利水平。明年通胀环境下，我们预计PPI端的涨价压力将逐步向CPI传导，部分调味品、酒的涨价今年已经有所端倪，明年必选消费品中养殖、食品饮料等各类细分品种涨价逻辑或成为贯穿全年投资主线。2021年局部散点疫情抑制了国内消费场景的复苏，但参考今年“五一”期间全国未出现大范围疫情的情况下，酒店龙头RevPAR均恢复至2019年同期水平，甚至更优。叠加明年潜在的通关预期，国内服务相关消费或有超预期可能。\n创新不眠，产业升级是中国发展的大趋势，中国核心优势还是先进制造力，在监管政策的引导下，资本市场估值也将有所体现。我们持续关注高景气、高资本开支的工业数字化（云计算）、新能源、半导体、CXO等。\n疫情对数字化加速有不可逆的影响，中国的产业升级也因“碳中和”明显加速。在MSCI China细分赛道中，动力电池、光伏、半导体、CXO、电子元器件、军工等细分赛道过去几年资本开支始终处于上行阶段，未来数年内有望逐渐进入业绩兑现期。但这些高景气赛道普遍处于较高估值分位，我们将更注重其业绩增长的持续性和估值的匹配度。\n风险因素：\n中美关系恶化风险，中国及全球宏观经济修复不及预期，国内流动性收紧，房地产企业信用风险持续发酵，相关产业政策不达预期风险。\n投资策略：\n展望明年，我们在投资上聚焦3条主线：消费品涨价、碳中和及创新转型（数字化和CXO）。由于目前市场个别板块处在极限低估位置，我们同时加入部分高分红的低估值个股。结合行业分析师推荐，我们看好海外上市中资股中的腾讯控股、百度集团-SW、阿里巴巴-SW、华虹半导体、舜宇光学科技、碧桂园服务、华润万象生活、吉利汽车、福耀玻璃、JS环球生活、华住酒店-SW、蒙牛乳业、药明康德、邮储银行、赣锋锂业、金风科技、海吉亚医疗、华润电力、广发证券、港交所，A股中的温氏股份、大北农、绝味食品、贵州茅台、珀莱雅、北新建材、长城汽车、拓普集团、通威股份、大全能源、晶盛机电、奥特维、亿纬锂能、新宙邦、深信服、歌尔股份、紫光国微、石基信息、迈瑞医疗、三花智控。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362353896,"gmtCreate":1614600254215,"gmtModify":1703478675490,"author":{"id":"3457336653825914","authorId":"3457336653825914","name":"大王叫我来炒美股","avatar":"https://static.laohu8.com/61f89085198648f76f5a2c8d2a7baf71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>第一次买做空还是做多，各位大佬","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>第一次买做空还是做多，各位大佬","text":"$蔚来(NIO)$第一次买做空还是做多，各位大佬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/362353896","isVote":1,"tweetType":1,"viewCount":1646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321378652,"gmtCreate":1615398054476,"gmtModify":1703488578912,"author":{"id":"3457336653825914","authorId":"3457336653825914","name":"大王叫我来炒美股","avatar":"https://static.laohu8.com/61f89085198648f76f5a2c8d2a7baf71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>哈哈哈，突突突","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>哈哈哈，突突突","text":"$游戏驿站(GME)$哈哈哈，突突突","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/321378652","isVote":1,"tweetType":1,"viewCount":1177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199354,"gmtCreate":1528304272420,"gmtModify":1704894275421,"author":{"id":"3457336653825914","authorId":"3457336653825914","name":"大王叫我来炒美股","avatar":"https://static.laohu8.com/61f89085198648f76f5a2c8d2a7baf71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$晶科能源(JKS)$成本129，高高挂起。。。","listText":"$晶科能源(JKS)$成本129，高高挂起。。。","text":"$晶科能源(JKS)$成本129，高高挂起。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/199354","isVote":1,"tweetType":1,"viewCount":1240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":203428,"gmtCreate":1528991683962,"gmtModify":1704894828152,"author":{"id":"3457336653825914","authorId":"3457336653825914","name":"大王叫我来炒美股","avatar":"https://static.laohu8.com/61f89085198648f76f5a2c8d2a7baf71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$虎牙(HUYA)$老哥们，我44.3空了虎牙","listText":"$虎牙(HUYA)$老哥们，我44.3空了虎牙","text":"$虎牙(HUYA)$老哥们，我44.3空了虎牙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/203428","isVote":1,"tweetType":1,"viewCount":1106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":103195,"gmtCreate":1508249573289,"gmtModify":1704882282639,"author":{"id":"3457336653825914","authorId":"3457336653825914","name":"大王叫我来炒美股","avatar":"https://static.laohu8.com/61f89085198648f76f5a2c8d2a7baf71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$陌陌(MOMO)$ 又跌了。。。","listText":"$陌陌(MOMO)$ 又跌了。。。","text":"$陌陌(MOMO)$ 又跌了。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/103195","isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":882987525,"gmtCreate":1631646448167,"gmtModify":1631646448167,"author":{"id":"3457336653825914","authorId":"3457336653825914","name":"大王叫我来炒美股","avatar":"https://static.laohu8.com/61f89085198648f76f5a2c8d2a7baf71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>牛逼吹的震天响，高端车企","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>牛逼吹的震天响，高端车企","text":"$蔚来(NIO)$牛逼吹的震天响，高端车企","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/882987525","isVote":1,"tweetType":1,"viewCount":927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875418192,"gmtCreate":1637678653628,"gmtModify":1637678653628,"author":{"id":"3457336653825914","authorId":"3457336653825914","name":"大王叫我来炒美股","avatar":"https://static.laohu8.com/61f89085198648f76f5a2c8d2a7baf71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>丢人。。。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>丢人。。。","text":"$蔚来(NIO)$丢人。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875418192","isVote":1,"tweetType":1,"viewCount":1028,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871582619,"gmtCreate":1637084546873,"gmtModify":1637086379244,"author":{"id":"3457336653825914","authorId":"3457336653825914","name":"大王叫我来炒美股","avatar":"https://static.laohu8.com/61f89085198648f76f5a2c8d2a7baf71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>太拉跨了。。。丢脸","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>太拉跨了。。。丢脸","text":"$蔚来(NIO)$太拉跨了。。。丢脸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871582619","isVote":1,"tweetType":1,"viewCount":1609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":895479363,"gmtCreate":1628769937852,"gmtModify":1628769937852,"author":{"id":"3457336653825914","authorId":"3457336653825914","name":"大王叫我来炒美股","avatar":"https://static.laohu8.com/61f89085198648f76f5a2c8d2a7baf71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$</a>解散了吧，哈哈，去厂里上班多好，非要干中介","listText":"<a href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$</a>解散了吧，哈哈，去厂里上班多好，非要干中介","text":"$贝壳(BEKE)$解散了吧，哈哈，去厂里上班多好，非要干中介","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895479363","isVote":1,"tweetType":1,"viewCount":1615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367706812,"gmtCreate":1614964620636,"gmtModify":1703483774360,"author":{"id":"3457336653825914","authorId":"3457336653825914","name":"大王叫我来炒美股","avatar":"https://static.laohu8.com/61f89085198648f76f5a2c8d2a7baf71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>今晚翻红","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>今晚翻红","text":"$特斯拉(TSLA)$今晚翻红","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/367706812","isVote":1,"tweetType":1,"viewCount":938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":203636,"gmtCreate":1529004136688,"gmtModify":1704894854611,"author":{"id":"3457336653825914","authorId":"3457336653825914","name":"大王叫我来炒美股","avatar":"https://static.laohu8.com/61f89085198648f76f5a2c8d2a7baf71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$虎牙(HUYA)$换手率80%，勇士们继续","listText":"$虎牙(HUYA)$换手率80%，勇士们继续","text":"$虎牙(HUYA)$换手率80%，勇士们继续","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/203636","isVote":1,"tweetType":1,"viewCount":1179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":188090,"gmtCreate":1525884678683,"gmtModify":1704892742590,"author":{"id":"3457336653825914","authorId":"3457336653825914","name":"大王叫我来炒美股","avatar":"https://static.laohu8.com/61f89085198648f76f5a2c8d2a7baf71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$第九城市(NCTY)$继续跌回3毛","listText":"$第九城市(NCTY)$继续跌回3毛","text":"$第九城市(NCTY)$继续跌回3毛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/188090","isVote":1,"tweetType":1,"viewCount":594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":139810,"gmtCreate":1515000161618,"gmtModify":1704886796367,"author":{"id":"3457336653825914","authorId":"3457336653825914","name":"大王叫我来炒美股","avatar":"https://static.laohu8.com/61f89085198648f76f5a2c8d2a7baf71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$阿里巴巴(BABA)$空头继续呀，砸到3个点接盘","listText":"$阿里巴巴(BABA)$空头继续呀，砸到3个点接盘","text":"$阿里巴巴(BABA)$空头继续呀，砸到3个点接盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/139810","isVote":1,"tweetType":1,"viewCount":1174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":133461,"gmtCreate":1513608736746,"gmtModify":1704886018633,"author":{"id":"3457336653825914","authorId":"3457336653825914","name":"大王叫我来炒美股","avatar":"https://static.laohu8.com/61f89085198648f76f5a2c8d2a7baf71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"下来吧，别演了","htmlText":"$唯品会(VIPS)$ 只有女装大佬能救VIP😂","listText":"$唯品会(VIPS)$ 只有女装大佬能救VIP😂","text":"$唯品会(VIPS)$ 只有女装大佬能救VIP😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/133461","isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}