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莫子
2020-12-31
这不是跟国家作对吗? 正确做法应该是支持央行电子货币啊,真是傻 缺
抱歉,原内容已删除
莫子
2020-12-31
**了吧? 蹭热度不能这么蹭啊,政治不正确
抱歉,原内容已删除
莫子
2020-11-30
这篇文章不错,转发给大家看看
抱歉,原内容已删除
莫子
2020-12-24
疫苗跟国药股份没有半毛钱关系,是国药集团的业务
抱歉,原内容已删除
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蹭热度不能这么蹭啊,政治不正确","listText":"**了吧? 蹭热度不能这么蹭啊,政治不正确","text":"**了吧? 蹭热度不能这么蹭啊,政治不正确","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/331915815","repostId":"1123995924","repostType":4,"repost":{"id":"1123995924","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1609400036,"share":"https://www.laohu8.com/m/news/1123995924?lang=&edition=full","pubTime":"2020-12-31 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}\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广汽蔚来发表致歉声明\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-12-31 15:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>广汽蔚来官博发布致歉声明:广汽蔚来一直以来关注央行试行数字货币相关政策,内部推动数字货币筹备工作。本次在未充分考虑和未取得金融监管许可的情况下,就发布成为首家接受数字货币购买的汽车企业,由此引起社会大众的关注,我们深表歉意。我们已在内部进行严密自查自纠,严肃处理相关责任人。恳请社会各界对我们的工作进行监督和指正。</p><p><img src=\"https://static.tigerbbs.com/ad1b7529a7e8f2e3ec5cf446e22a301f\" tg-width=\"1080\" tg-height=\"2340\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8b9426a4e8cb0cd86ba9c96005a143d2","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123995924","content_text":"广汽蔚来官博发布致歉声明:广汽蔚来一直以来关注央行试行数字货币相关政策,内部推动数字货币筹备工作。本次在未充分考虑和未取得金融监管许可的情况下,就发布成为首家接受数字货币购买的汽车企业,由此引起社会大众的关注,我们深表歉意。我们已在内部进行严密自查自纠,严肃处理相关责任人。恳请社会各界对我们的工作进行监督和指正。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2094,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3491292989404422","authorId":"3491292989404422","authorIdStr":"3491292989404422","name":"Santi小汤","avatar":"https://static.tigerbbs.com/b4d2ff6a6e601c6f1d2b457921cff2c7","crmLevel":3,"crmLevelSwitch":0},"content":"这个不叫政治不正确,而叫太快了,你以为国家内部没有在囤BTC?哈哈但是我们都不会知道的,国家监管2021-2022必会考虑合法化,然后可以有一些税收,前提是数字加密产业市值整体的扩大5倍-10倍再","text":"这个不叫政治不正确,而叫太快了,你以为国家内部没有在囤BTC?哈哈但是我们都不会知道的,国家监管2021-2022必会考虑合法化,然后可以有一些税收,前提是数字加密产业市值整体的扩大5倍-10倍再","html":"这个不叫政治不正确,而叫太快了,你以为国家内部没有在囤BTC?哈哈但是我们都不会知道的,国家监管2021-2022必会考虑合法化,然后可以有一些税收,前提是数字加密产业市值整体的扩大5倍-10倍再"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331019075,"gmtCreate":1609386550597,"gmtModify":1703739141809,"author":{"id":"3468189289687323","authorId":"3468189289687323","authorIdStr":"3468189289687323","name":"莫子","avatar":"https://static.tigerbbs.com/07e6a26fb9bc7028d165e5601e127ca5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这不是跟国家作对吗? 正确做法应该是支持央行电子货币啊,真是傻 缺","listText":"这不是跟国家作对吗? 正确做法应该是支持央行电子货币啊,真是傻 缺","text":"这不是跟国家作对吗? 正确做法应该是支持央行电子货币啊,真是傻 缺","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331019075","repostId":"1187159659","repostType":4,"repost":{"id":"1187159659","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1609386245,"share":"https://www.laohu8.com/m/news/1187159659?lang=&edition=full","pubTime":"2020-12-31 11:44","market":"us","language":"zh","title":"广汽蔚来删除“接受数字货币支付购车款”微博","url":"https://stock-news.laohu8.com/highlight/detail?id=1187159659","media":"老虎资讯综合","summary":"$蔚来(NIO)$声明:蔚来从来没有“比特币购车”方案。 \n\n此前,广汽蔚来在官方$微博(WB)$上宣布成为中国首家接受比特币支付购车款的汽车企业。随后,广汽蔚来修改了说法,将“比特币”的说法更改为“数字货币”。由此,广汽蔚来成为中国首家接受数字货币支付购车款的汽车企业。\n\n随后,广汽蔚来官博将此前“接受数字货币支付购车款”的微博删除。","content":"<p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>声明:蔚来从来没有“比特币购车”方案。 </p><p><img src=\"https://static.tigerbbs.com/18473e4ceef1f1fa9b5320991a44f510\" tg-width=\"1178\" tg-height=\"194\">此前,广汽蔚来在官方<a href=\"https://laohu8.com/S/WB\">微博</a>上宣布成为中国首家接受比特币支付购车款的汽车企业。随后,广汽蔚来修改了说法,将“比特币”的说法更改为“数字货币”。由此,广汽蔚来成为中国首家接受数字货币支付购车款的汽车企业。</p><p>随后,广汽蔚来官博将此前“接受数字货币支付购车款”的微博删除。<img src=\"https://static.tigerbbs.com/47b39ecf140c3a89143d1398c4f9d9fc\" tg-width=\"875\" tg-height=\"573\"></p>","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>广汽蔚来删除“接受数字货币支付购车款”微博</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广汽蔚来删除“接受数字货币支付购车款”微博\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-12-31 11:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>声明:蔚来从来没有“比特币购车”方案。 </p><p><img src=\"https://static.tigerbbs.com/18473e4ceef1f1fa9b5320991a44f510\" tg-width=\"1178\" tg-height=\"194\">此前,广汽蔚来在官方<a href=\"https://laohu8.com/S/WB\">微博</a>上宣布成为中国首家接受比特币支付购车款的汽车企业。随后,广汽蔚来修改了说法,将“比特币”的说法更改为“数字货币”。由此,广汽蔚来成为中国首家接受数字货币支付购车款的汽车企业。</p><p>随后,广汽蔚来官博将此前“接受数字货币支付购车款”的微博删除。<img src=\"https://static.tigerbbs.com/47b39ecf140c3a89143d1398c4f9d9fc\" tg-width=\"875\" tg-height=\"573\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/85a6b9be0e2a8c15dd96bdcf22832023","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187159659","content_text":"蔚来声明:蔚来从来没有“比特币购车”方案。 此前,广汽蔚来在官方微博上宣布成为中国首家接受比特币支付购车款的汽车企业。随后,广汽蔚来修改了说法,将“比特币”的说法更改为“数字货币”。由此,广汽蔚来成为中国首家接受数字货币支付购车款的汽车企业。随后,广汽蔚来官博将此前“接受数字货币支付购车款”的微博删除。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339133618,"gmtCreate":1608787955434,"gmtModify":1703736771585,"author":{"id":"3468189289687323","authorId":"3468189289687323","authorIdStr":"3468189289687323","name":"莫子","avatar":"https://static.tigerbbs.com/07e6a26fb9bc7028d165e5601e127ca5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"疫苗跟国药股份没有半毛钱关系,是国药集团的业务","listText":"疫苗跟国药股份没有半毛钱关系,是国药集团的业务","text":"疫苗跟国药股份没有半毛钱关系,是国药集团的业务","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339133618","repostId":"1110370330","repostType":4,"repost":{"id":"1110370330","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1608786130,"share":"https://www.laohu8.com/m/news/1110370330?lang=&edition=full","pubTime":"2020-12-24 13:02","market":"sh","language":"zh","title":"国药集团新冠疫苗国内上市申请获受理","url":"https://stock-news.laohu8.com/highlight/detail?id=1110370330","media":"老虎资讯综合","summary":"12月24日讯,国家药监局药审中心( CDE )显示,国药集团北京生物制品研究所的新型冠状病毒肺炎灭活疫苗(Vero 细胞)上市申请已获 CDE 受理。受此消息影响,国药股份直线拉升涨超6%。","content":"<p>12月24日讯,国家药监局药审中心( CDE )显示,国药集团北京生物制品研究所的新型冠状病毒肺炎灭活疫苗(Vero 细胞)上市申请已获 CDE 受理。</p><p><img src=\"https://static.tigerbbs.com/88084ac80035dbf8400eb3b81a7c1838\" tg-width=\"700\" tg-height=\"117\"></p><p>受此消息影响,<a href=\"https://laohu8.com/S/600511\">国药股份</a>直线拉升涨超6%。</p><p><img src=\"https://static.tigerbbs.com/627c33517aab3c33464e2d5f0092e4a0\" tg-width=\"840\" tg-height=\"470\"></p>","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>国药集团新冠疫苗国内上市申请获受理</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; 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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国药集团新冠疫苗国内上市申请获受理\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-12-24 13:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月24日讯,国家药监局药审中心( CDE )显示,国药集团北京生物制品研究所的新型冠状病毒肺炎灭活疫苗(Vero 细胞)上市申请已获 CDE 受理。</p><p><img src=\"https://static.tigerbbs.com/88084ac80035dbf8400eb3b81a7c1838\" tg-width=\"700\" tg-height=\"117\"></p><p>受此消息影响,<a href=\"https://laohu8.com/S/600511\">国药股份</a>直线拉升涨超6%。</p><p><img src=\"https://static.tigerbbs.com/627c33517aab3c33464e2d5f0092e4a0\" tg-width=\"840\" tg-height=\"470\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e559c5a8390713a5a8d4b07a2667368d","relate_stocks":{"600511":"国药股份"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110370330","content_text":"12月24日讯,国家药监局药审中心( CDE )显示,国药集团北京生物制品研究所的新型冠状病毒肺炎灭活疫苗(Vero 细胞)上市申请已获 CDE 受理。受此消息影响,国药股份直线拉升涨超6%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391284393,"gmtCreate":1606708835812,"gmtModify":1703843898399,"author":{"id":"3468189289687323","authorId":"3468189289687323","authorIdStr":"3468189289687323","name":"莫子","avatar":"https://static.tigerbbs.com/07e6a26fb9bc7028d165e5601e127ca5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/391284393","repostId":"1121240963","repostType":4,"repost":{"id":"1121240963","weMediaInfo":{"introduction":"关注中国基金报,即时获取深度理财资讯","home_visible":1,"media_name":"中国基金报","id":"6","head_image":"https://static.tigerbbs.com/13b66b3e97274759989352a7b9f80611"},"pubTimestamp":1606695560,"share":"https://www.laohu8.com/m/news/1121240963?lang=&edition=full","pubTime":"2020-11-30 08:19","market":"hk","language":"zh","title":"港股性价比凸显? 三大投资人士谈“香港机遇”","url":"https://stock-news.laohu8.com/highlight/detail?id=1121240963","media":"中国基金报","summary":"因港股估值较低,目前投资者瞄上港股的投资价值,而且从10月份以来港股表现就优于A股。2021年港股更有机会?哪些领域更受益?中国基金报记者专访了博时权益投资国际组负责人牟星海、创金合信港股通大消费精选","content":"<div>\n<p>因港股估值较低,目前投资者瞄上港股的投资价值,而且从10月份以来港股表现就优于A股。2021年港股更有机会?哪些领域更受益?中国基金报记者专访了博时权益投资国际组负责人牟星海、创金合信港股通大消费精选股票基金经理胡尧盛、诺德基金研究员张昳泓,请他们谈谈港股的投资价值。这些投资人士认为,目前港股估值较低,性价比较高,2021年存在较大的投资机会,更看好港股中一些稀缺龙头核心资产,以及传统价值股等顺...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n","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>港股性价比凸显? 三大投资人士谈“香港机遇”</title>\n<style 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}\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港股性价比凸显? 三大投资人士谈“香港机遇”\n</h2>\n\n<h4 class=\"meta\">\n\n2020-11-30 08:19 北京时间 <strong>中国基金报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>因港股估值较低,目前投资者瞄上港股的投资价值,而且从10月份以来港股表现就优于A股。2021年港股更有机会?哪些领域更受益?中国基金报记者专访了博时权益投资国际组负责人牟星海、创金合信港股通大消费精选股票基金经理胡尧盛、诺德基金研究员张昳泓,请他们谈谈港股的投资价值。这些投资人士认为,目前港股估值较低,性价比较高,2021年存在较大的投资机会,更看好港股中一些稀缺龙头核心资产,以及传统价值股等顺...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"HSI":"恒生指数","HSCEI":"国企指数","HSCCI":"红筹指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121240963","content_text":"因港股估值较低,目前投资者瞄上港股的投资价值,而且从10月份以来港股表现就优于A股。2021年港股更有机会?哪些领域更受益?中国基金报记者专访了博时权益投资国际组负责人牟星海、创金合信港股通大消费精选股票基金经理胡尧盛、诺德基金研究员张昳泓,请他们谈谈港股的投资价值。这些投资人士认为,目前港股估值较低,性价比较高,2021年存在较大的投资机会,更看好港股中一些稀缺龙头核心资产,以及传统价值股等顺周期板块。2021年港股前景乐观中国基金报记者:近期不少投资人士认为明年港股投资机遇较大,您是否认同这一观点?牟星海:港股现在面临一个非常好的机会,目前港股有几大特征:第一个特征就是它的性价比非常高,在全球市场中估值偏低。第二,港股的基本面是紧跟着中国经济蓬勃发展,但是流动性是全球的,包括全球资金和内地的南下资金通过港股通进入港股市场,目前流动性在港股市场上是长期逐年往上走的。港股表现相对A股存在滞后性,从10月份开始港股已经慢慢领先于A股,从现在到年底,甚至于明年初的话港股有可能会领先。另外,不管从配置的角度或者是投资个股,港股目前的标的是非常多元化的。胡尧盛:从核心资产和整体估值的角度上来说,我们认为2021年港股市场确实存在较大的投资机会。一方面,看好以新经济、新消费为代表的、具备稀缺性的港股核心资产。此类资产虽然估值短期相对较高,但景气度依然处于向上的趋势中,且未来盈利的成长性较好。另一方面,以传统价值股为代表的恒生指数当前估值依然处于较低水平,2021年仍然具备估值修复的投资机会。同时,全球经济体恢复速度的不同,导致全球资金更倾向于配置中国资产,而南下资金的持续流入,也能不断为港股市场提供流动性的支持。张昳泓:我们对于明年港股整体的投资机会保持乐观态度。港股上市公司结构中可以分为中资股、香港本地股以及外资股三大类,目前中资股的总市值以及利润占比占到整体市场的80%以上水平。因而从基本面角度来看,港股整体的业绩走势和国内经济的基本面趋势是相对一致的。国内经济在政策支持下一直处于稳步修复的状态,到明年上半年我们认为经济修复仍将是市场的主要关注点。近几年南下资金不断流入港股市场,但港股市场整个投资者结构中,海外投资者处于主导地位,这使得港股整体的市场风格相比A股有一定的差异,盈利是港股市场表现最为核心的因素,我们会看到港股常常是等业绩出来才有验证。国内经济目前处于一个由复苏早期到中期过渡的阶段,近期在经济复苏下港股市场已经表现出相对强势的行情,我们认为明年港股可能会迎来由基本面复苏改善带来的市场上行行情。港股优秀公司具备长期投资价值中国基金报记者:您如何看待港股投资机遇?短期、中期、长期是否具备投资价值?胡尧盛:短期来看,传统低估值的价值股或将阶段性跑赢市场,存在补涨的估值修复的投资机会;中期来看,港股市场将以结构性机会为主,随着全球经济的持续复苏,景气度持续改善,中长期成长路径清晰,估值经过一定消化后的个股是配置的重点。长期来看,核心资产和自下而上的个股挖掘,是最主要的投资方向。张昳泓:对于港股的投资机遇,除了自上而下的做判断,更加看重自下而上从公司基本面角度出发去做选择。不论是A股还是港股,估值的上涨是一部分,而基本面仍然是实现超额收益最核心的因素。从短中长期的角度,港股市场有很多优秀的公司都是具备比较好的投资价值的。比如我们可以看到近几年港股新经济的比重在不断提升,有很多龙头的互联网公司也都开始回港上市,这一块是港股相对优势的板块,也是我们认为其中有比较好的具备长期投资价值的公司。当然从估值的角度看,港股整体的估值目前相对A股也是会低一些,随着南下资金的流入以及海外资金风险偏好的提升,中长期也会有估值提升的空间。顺周期+稀缺品种被看好中国基金报记者:如果2021年看好港股,您认为哪些领域或者行业更被看好?牟星海:首先,顺周期低估值板块中,包括金融地产、周期类股票非常便宜,比A股整体上来说是便宜不少。第二,新股上市也有很大投资机会,其中包括中概股回归的第二次上市机遇,这其中有很多新经济的龙头企业,处于行业里面的一线地位。港股未来几年有很大的机会,将来会孕育出一批行业标杆型的公司,这里面包含着生物医疗、新型消费、新科技等等行业的一些公司。第三,价值成长类的公司。香港市场在过去几年有大批已经上市的处于行业领头地位的公司,这类公司在A股市场都是比较缺乏的。短期来讲,我还看好顺周期板块。胡尧盛:一方面,传统行业具备估值持续修复的投资机会。2020年各行业走势分化明显,全球流动性达到新的高点后,消费、医药、科技充分受益于估值提升。而随着全球经济的持续复苏,传统价值股、周期股的估值存在均值回归的趋势,有可能在2021年走出阶段性的独立行情。另一方面,可选消费、互联网科技、医药等作为核心资产,得益于其持续的高成长性,盈利增长在一定程度上消化估值后,仍然是我们中长期重点配置的方向。张昳泓:港股市场中具备一些比较独特的行业以及稀缺性的优质个股,我们会站在产业链的角度在A股及港股中做一个配置,比较看好港股中像餐饮产业链、运动服饰、互联网、医疗服务等细分领域。风险点:资本流动和中美货币政策中国基金报记者:如果投资港股,您认为要注意哪些风险?若借道基金布局需要注意什么?牟星海:第一个风险是港股市场波幅比较大,因为它的流动性与全球息息相关,所以美国或者是境内的流动性变化都会影响香港市场;第二个风险,香港市场毕竟还是境外市场,中美关系特别是中美竞争长期的变化对它产生的影响可能会比A股市场反应更激烈一点。个股是有风险的,因为香港市场上过往的案例也有过,投资者不小心的话是很容易踩雷;第三个风险是汇率的大幅波动,比如大宗商品、汇率的大幅波动会对市场造成一些影响。胡尧盛:由于港股市场参与者大多是全球范围内的机构投资者,并且投资工具丰富,做空对冲是常态。因此,从配置角度来看,全球资金流动和中美货币政策是主要考虑的风险。从个股挖掘角度来看,投资逻辑、业绩和估值的三角关系是重点需要去把握的。投资者可以选择主题性明确的港股通基金进行布局,比如消费主题、互联网科技主题等基金,这类基金不仅具备鲜明的投资方向和特色,也可以丰富投资者的选择。张昳泓:港股市场具有离岸市场特征,海外风险也是我们也会重点关注的一块。港股市场内部的公司分化比较大,同时在估值体系以及市场风格上都与A股有一定的差异,在借道基金布局港股时,这也是投资者需要关注的点。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1291,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","authorIdStr":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":331019075,"gmtCreate":1609386550597,"gmtModify":1703739141809,"author":{"id":"3468189289687323","authorId":"3468189289687323","authorIdStr":"3468189289687323","name":"莫子","avatar":"https://static.tigerbbs.com/07e6a26fb9bc7028d165e5601e127ca5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这不是跟国家作对吗? 正确做法应该是支持央行电子货币啊,真是傻 缺","listText":"这不是跟国家作对吗? 正确做法应该是支持央行电子货币啊,真是傻 缺","text":"这不是跟国家作对吗? 正确做法应该是支持央行电子货币啊,真是傻 缺","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331019075","repostId":"1187159659","repostType":4,"isVote":1,"tweetType":1,"viewCount":1503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331915815,"gmtCreate":1609410521137,"gmtModify":1703739279111,"author":{"id":"3468189289687323","authorId":"3468189289687323","authorIdStr":"3468189289687323","name":"莫子","avatar":"https://static.tigerbbs.com/07e6a26fb9bc7028d165e5601e127ca5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"**了吧? 蹭热度不能这么蹭啊,政治不正确","listText":"**了吧? 蹭热度不能这么蹭啊,政治不正确","text":"**了吧? 蹭热度不能这么蹭啊,政治不正确","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/331915815","repostId":"1123995924","repostType":4,"isVote":1,"tweetType":1,"viewCount":2094,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3491292989404422","authorId":"3491292989404422","authorIdStr":"3491292989404422","name":"Santi小汤","avatar":"https://static.tigerbbs.com/b4d2ff6a6e601c6f1d2b457921cff2c7","crmLevel":3,"crmLevelSwitch":0},"content":"这个不叫政治不正确,而叫太快了,你以为国家内部没有在囤BTC?哈哈但是我们都不会知道的,国家监管2021-2022必会考虑合法化,然后可以有一些税收,前提是数字加密产业市值整体的扩大5倍-10倍再","text":"这个不叫政治不正确,而叫太快了,你以为国家内部没有在囤BTC?哈哈但是我们都不会知道的,国家监管2021-2022必会考虑合法化,然后可以有一些税收,前提是数字加密产业市值整体的扩大5倍-10倍再","html":"这个不叫政治不正确,而叫太快了,你以为国家内部没有在囤BTC?哈哈但是我们都不会知道的,国家监管2021-2022必会考虑合法化,然后可以有一些税收,前提是数字加密产业市值整体的扩大5倍-10倍再"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391284393,"gmtCreate":1606708835812,"gmtModify":1703843898399,"author":{"id":"3468189289687323","authorId":"3468189289687323","authorIdStr":"3468189289687323","name":"莫子","avatar":"https://static.tigerbbs.com/07e6a26fb9bc7028d165e5601e127ca5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/391284393","repostId":"1121240963","repostType":4,"isVote":1,"tweetType":1,"viewCount":1291,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","authorIdStr":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339133618,"gmtCreate":1608787955434,"gmtModify":1703736771585,"author":{"id":"3468189289687323","authorId":"3468189289687323","authorIdStr":"3468189289687323","name":"莫子","avatar":"https://static.tigerbbs.com/07e6a26fb9bc7028d165e5601e127ca5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"疫苗跟国药股份没有半毛钱关系,是国药集团的业务","listText":"疫苗跟国药股份没有半毛钱关系,是国药集团的业务","text":"疫苗跟国药股份没有半毛钱关系,是国药集团的业务","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339133618","repostId":"1110370330","repostType":4,"isVote":1,"tweetType":1,"viewCount":2469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}