+关注
开车么
新萌
IP属地：安徽
17
关注
1
粉丝
6
主题
0
勋章
主贴
热门
开车么
2020-10-27
这篇文章不错，转发给大家看看
@小虎周报:港股周策略：全面牛市兑现，蚂蚁集团掀IPO高潮
开车么
2020-09-05
$西方石油(OXY)$
大家不用慌，内裤还在
开车么
2020-01-23
$西方石油(OXY)$
难顶啊
开车么
2018-06-15
被套了...
$达内科技(TEDU)$ ...
被套了...
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3485604174979925,"uuid":"3485604174979925","gmtCreate":1522510153872,"gmtModify":1522510153872,"name":"开车么","pinyin":"kcmkaicheme","introduction":"","introductionEn":null,"signature":"新萌","avatar":"https://static.laohu8.com/82c673f9231e90b73fc5cf93f1a4a6f0","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":17,"tweetSize":4,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":6,"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":"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":"2023.09.23","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.59%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"80.04%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"安徽","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":301440038,"gmtCreate":1603730029224,"gmtModify":1703830536381,"author":{"id":"3485604174979925","authorId":"3485604174979925","authorIdStr":"3485604174979925","name":"开车么","avatar":"https://static.laohu8.com/82c673f9231e90b73fc5cf93f1a4a6f0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3485604174979925"},"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":0,"repostSize":0,"link":"https://laohu8.com/post/301440038","repostId":"301519739","repostType":1,"repost":{"id":301519739,"gmtCreate":1603684084917,"gmtModify":1703830336951,"author":{"id":"36979109942400","authorId":"36979109942400","authorIdStr":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400"},"themes":[],"title":"港股周策略：全面牛市兑现，蚂蚁集团掀IPO高潮","htmlText":"报告要点 一、市场环境：全面牛市已来 二、港股风格：金融股开启牛市征途，中长期具备持续性 三、IPO进程：蚂蚁集团将IPO打新推向高潮！ 摘要：在目前欧美锁定宽松和国内经济复苏趋势下，近期券商、银行延续着领涨表现，我们建议继续关注港股新经济，头部券商、银行、内房的补涨需求，预计仍有可观上涨空间。2）同时，近期美港股IPO也迎来高潮，陆金所将在下周五抢先登陆美股，<a target=\"_blank\" href=\"https://laohu8.com/S/90016\">$蚂蚁集团(临时)(90016)$</a> 则在上周通过港交所聆讯，预计本周二开启招股，11月初A+H同步上市，相信有助于带动已上市的金融科技板块整体估值。 正文部分 一、全面牛市已来 <a target=\"_blank\" href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> 连续四周回升，继续验证了在全球宽松、港交所改革、经济改善、人民币强势的多重背景下，港股几乎不太具备显著的利空。其从位置上看，指数下跌空间有限，中期几乎只能是上涨的逻辑。 从政策前景看，和过去依赖货币政策可能会导致资产泡沫（体现为快牛行情）或套利横行相比，如今货币政策常态化后，把包袱压在财政政策上（比如大量的政府债、地方债），从这个角度来看，传统企业的投资能见度未来并不会仓促结束。除此之外，中国**第十九届五中全会周一开始在北京闭门举行，其中“十四五”规划，“双循环”等议题备受关注。 二、金融股开启牛市征途，中长期具备持续性 在目前欧美锁定宽松和国内经济复苏趋势下，我们看到近期券商、银行延续领涨的表现。 从全球范围内看，相比于欧美银行业息差收窄，且利率将长期维持在绝对低位，中国银行业则处在息差稳定，资产规模不断扩大的状态，相应的头部企业盈利稳健，是银行本轮上涨的内因。而这些逻辑","listText":"报告要点 一、市场环境：全面牛市已来 二、港股风格：金融股开启牛市征途，中长期具备持续性 三、IPO进程：蚂蚁集团将IPO打新推向高潮！ 摘要：在目前欧美锁定宽松和国内经济复苏趋势下，近期券商、银行延续着领涨表现，我们建议继续关注港股新经济，头部券商、银行、内房的补涨需求，预计仍有可观上涨空间。2）同时，近期美港股IPO也迎来高潮，陆金所将在下周五抢先登陆美股，<a target=\"_blank\" href=\"https://laohu8.com/S/90016\">$蚂蚁集团(临时)(90016)$</a> 则在上周通过港交所聆讯，预计本周二开启招股，11月初A+H同步上市，相信有助于带动已上市的金融科技板块整体估值。 正文部分 一、全面牛市已来 <a target=\"_blank\" href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> 连续四周回升，继续验证了在全球宽松、港交所改革、经济改善、人民币强势的多重背景下，港股几乎不太具备显著的利空。其从位置上看，指数下跌空间有限，中期几乎只能是上涨的逻辑。 从政策前景看，和过去依赖货币政策可能会导致资产泡沫（体现为快牛行情）或套利横行相比，如今货币政策常态化后，把包袱压在财政政策上（比如大量的政府债、地方债），从这个角度来看，传统企业的投资能见度未来并不会仓促结束。除此之外，中国**第十九届五中全会周一开始在北京闭门举行，其中“十四五”规划，“双循环”等议题备受关注。 二、金融股开启牛市征途，中长期具备持续性 在目前欧美锁定宽松和国内经济复苏趋势下，我们看到近期券商、银行延续领涨的表现。 从全球范围内看，相比于欧美银行业息差收窄，且利率将长期维持在绝对低位，中国银行业则处在息差稳定，资产规模不断扩大的状态，相应的头部企业盈利稳健，是银行本轮上涨的内因。而这些逻辑","text":"报告要点 一、市场环境：全面牛市已来 二、港股风格：金融股开启牛市征途，中长期具备持续性 三、IPO进程：蚂蚁集团将IPO打新推向高潮！ 摘要：在目前欧美锁定宽松和国内经济复苏趋势下，近期券商、银行延续着领涨表现，我们建议继续关注港股新经济，头部券商、银行、内房的补涨需求，预计仍有可观上涨空间。2）同时，近期美港股IPO也迎来高潮，陆金所将在下周五抢先登陆美股，$蚂蚁集团(临时)(90016)$ 则在上周通过港交所聆讯，预计本周二开启招股，11月初A+H同步上市，相信有助于带动已上市的金融科技板块整体估值。 正文部分 一、全面牛市已来 $恒生指数(HSI)$ 连续四周回升，继续验证了在全球宽松、港交所改革、经济改善、人民币强势的多重背景下，港股几乎不太具备显著的利空。其从位置上看，指数下跌空间有限，中期几乎只能是上涨的逻辑。 从政策前景看，和过去依赖货币政策可能会导致资产泡沫（体现为快牛行情）或套利横行相比，如今货币政策常态化后，把包袱压在财政政策上（比如大量的政府债、地方债），从这个角度来看，传统企业的投资能见度未来并不会仓促结束。除此之外，中国**第十九届五中全会周一开始在北京闭门举行，其中“十四五”规划，“双循环”等议题备受关注。 二、金融股开启牛市征途，中长期具备持续性 在目前欧美锁定宽松和国内经济复苏趋势下，我们看到近期券商、银行延续领涨的表现。 从全球范围内看，相比于欧美银行业息差收窄，且利率将长期维持在绝对低位，中国银行业则处在息差稳定，资产规模不断扩大的状态，相应的头部企业盈利稳健，是银行本轮上涨的内因。而这些逻辑","images":[{"img":"https://static.tigerbbs.com/c437094924b8b6795fc1bfd8fb1e562d","width":"1019","height":"697"},{"img":"https://static.tigerbbs.com/fc467847e969d03f92957e4b8a9e84a8","width":"944","height":"633"},{"img":"https://static.tigerbbs.com/6973254d820ebe3cee56cd599ef017e7","width":"976","height":"583"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301519739","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":978275251,"gmtCreate":1599239909573,"gmtModify":1703818238734,"author":{"id":"3485604174979925","authorId":"3485604174979925","authorIdStr":"3485604174979925","name":"开车么","avatar":"https://static.laohu8.com/82c673f9231e90b73fc5cf93f1a4a6f0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3485604174979925"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a>大家不用慌，内裤还在","listText":"<a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a>大家不用慌，内裤还在","text":"$西方石油(OXY)$大家不用慌，内裤还在","images":[{"img":"https://static.tigerbbs.com/c55cfaa75df468268f275fc27262c915","width":"1125","height":"2189"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/978275251","isVote":1,"tweetType":1,"viewCount":3417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":916728884,"gmtCreate":1579729545648,"gmtModify":1704340324190,"author":{"id":"3485604174979925","authorId":"3485604174979925","authorIdStr":"3485604174979925","name":"开车么","avatar":"https://static.laohu8.com/82c673f9231e90b73fc5cf93f1a4a6f0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3485604174979925"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a>难顶啊","listText":"<a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a>难顶啊","text":"$西方石油(OXY)$难顶啊","images":[{"img":"https://static.tigerbbs.com/c65898371d463459c3ab3b52d51fd2d1","width":"1125","height":"2189"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/916728884","isVote":1,"tweetType":1,"viewCount":1523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":203754,"gmtCreate":1529026466482,"gmtModify":1704894869549,"author":{"id":"3485604174979925","authorId":"3485604174979925","authorIdStr":"3485604174979925","name":"开车么","avatar":"https://static.laohu8.com/82c673f9231e90b73fc5cf93f1a4a6f0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3485604174979925"},"themes":[],"title":"被套了...","htmlText":"$达内科技(TEDU)$ ...","listText":"$达内科技(TEDU)$ ...","text":"$达内科技(TEDU)$ ...","images":[{"img":"https://static.laohu8.com/25b951a16ecd9ab19dbda5dbca196057"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/203754","isVote":1,"tweetType":1,"viewCount":2304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":978275251,"gmtCreate":1599239909573,"gmtModify":1703818238734,"author":{"id":"3485604174979925","authorId":"3485604174979925","authorIdStr":"3485604174979925","name":"开车么","avatar":"https://static.laohu8.com/82c673f9231e90b73fc5cf93f1a4a6f0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3485604174979925"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a>大家不用慌，内裤还在","listText":"<a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a>大家不用慌，内裤还在","text":"$西方石油(OXY)$大家不用慌，内裤还在","images":[{"img":"https://static.tigerbbs.com/c55cfaa75df468268f275fc27262c915","width":"1125","height":"2189"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/978275251","isVote":1,"tweetType":1,"viewCount":3417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":203754,"gmtCreate":1529026466482,"gmtModify":1704894869549,"author":{"id":"3485604174979925","authorId":"3485604174979925","authorIdStr":"3485604174979925","name":"开车么","avatar":"https://static.laohu8.com/82c673f9231e90b73fc5cf93f1a4a6f0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3485604174979925"},"themes":[],"title":"被套了...","htmlText":"$达内科技(TEDU)$ ...","listText":"$达内科技(TEDU)$ ...","text":"$达内科技(TEDU)$ ...","images":[{"img":"https://static.laohu8.com/25b951a16ecd9ab19dbda5dbca196057"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/203754","isVote":1,"tweetType":1,"viewCount":2304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":916728884,"gmtCreate":1579729545648,"gmtModify":1704340324190,"author":{"id":"3485604174979925","authorId":"3485604174979925","authorIdStr":"3485604174979925","name":"开车么","avatar":"https://static.laohu8.com/82c673f9231e90b73fc5cf93f1a4a6f0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3485604174979925"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a>难顶啊","listText":"<a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a>难顶啊","text":"$西方石油(OXY)$难顶啊","images":[{"img":"https://static.tigerbbs.com/c65898371d463459c3ab3b52d51fd2d1","width":"1125","height":"2189"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/916728884","isVote":1,"tweetType":1,"viewCount":1523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":301440038,"gmtCreate":1603730029224,"gmtModify":1703830536381,"author":{"id":"3485604174979925","authorId":"3485604174979925","authorIdStr":"3485604174979925","name":"开车么","avatar":"https://static.laohu8.com/82c673f9231e90b73fc5cf93f1a4a6f0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3485604174979925"},"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":0,"repostSize":0,"link":"https://laohu8.com/post/301440038","repostId":"301519739","repostType":1,"repost":{"id":301519739,"gmtCreate":1603684084917,"gmtModify":1703830336951,"author":{"id":"36979109942400","authorId":"36979109942400","authorIdStr":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400"},"themes":[],"title":"港股周策略：全面牛市兑现，蚂蚁集团掀IPO高潮","htmlText":"报告要点 一、市场环境：全面牛市已来 二、港股风格：金融股开启牛市征途，中长期具备持续性 三、IPO进程：蚂蚁集团将IPO打新推向高潮！ 摘要：在目前欧美锁定宽松和国内经济复苏趋势下，近期券商、银行延续着领涨表现，我们建议继续关注港股新经济，头部券商、银行、内房的补涨需求，预计仍有可观上涨空间。2）同时，近期美港股IPO也迎来高潮，陆金所将在下周五抢先登陆美股，<a target=\"_blank\" href=\"https://laohu8.com/S/90016\">$蚂蚁集团(临时)(90016)$</a> 则在上周通过港交所聆讯，预计本周二开启招股，11月初A+H同步上市，相信有助于带动已上市的金融科技板块整体估值。 正文部分 一、全面牛市已来 <a target=\"_blank\" href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> 连续四周回升，继续验证了在全球宽松、港交所改革、经济改善、人民币强势的多重背景下，港股几乎不太具备显著的利空。其从位置上看，指数下跌空间有限，中期几乎只能是上涨的逻辑。 从政策前景看，和过去依赖货币政策可能会导致资产泡沫（体现为快牛行情）或套利横行相比，如今货币政策常态化后，把包袱压在财政政策上（比如大量的政府债、地方债），从这个角度来看，传统企业的投资能见度未来并不会仓促结束。除此之外，中国**第十九届五中全会周一开始在北京闭门举行，其中“十四五”规划，“双循环”等议题备受关注。 二、金融股开启牛市征途，中长期具备持续性 在目前欧美锁定宽松和国内经济复苏趋势下，我们看到近期券商、银行延续领涨的表现。 从全球范围内看，相比于欧美银行业息差收窄，且利率将长期维持在绝对低位，中国银行业则处在息差稳定，资产规模不断扩大的状态，相应的头部企业盈利稳健，是银行本轮上涨的内因。而这些逻辑","listText":"报告要点 一、市场环境：全面牛市已来 二、港股风格：金融股开启牛市征途，中长期具备持续性 三、IPO进程：蚂蚁集团将IPO打新推向高潮！ 摘要：在目前欧美锁定宽松和国内经济复苏趋势下，近期券商、银行延续着领涨表现，我们建议继续关注港股新经济，头部券商、银行、内房的补涨需求，预计仍有可观上涨空间。2）同时，近期美港股IPO也迎来高潮，陆金所将在下周五抢先登陆美股，<a target=\"_blank\" href=\"https://laohu8.com/S/90016\">$蚂蚁集团(临时)(90016)$</a> 则在上周通过港交所聆讯，预计本周二开启招股，11月初A+H同步上市，相信有助于带动已上市的金融科技板块整体估值。 正文部分 一、全面牛市已来 <a target=\"_blank\" href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> 连续四周回升，继续验证了在全球宽松、港交所改革、经济改善、人民币强势的多重背景下，港股几乎不太具备显著的利空。其从位置上看，指数下跌空间有限，中期几乎只能是上涨的逻辑。 从政策前景看，和过去依赖货币政策可能会导致资产泡沫（体现为快牛行情）或套利横行相比，如今货币政策常态化后，把包袱压在财政政策上（比如大量的政府债、地方债），从这个角度来看，传统企业的投资能见度未来并不会仓促结束。除此之外，中国**第十九届五中全会周一开始在北京闭门举行，其中“十四五”规划，“双循环”等议题备受关注。 二、金融股开启牛市征途，中长期具备持续性 在目前欧美锁定宽松和国内经济复苏趋势下，我们看到近期券商、银行延续领涨的表现。 从全球范围内看，相比于欧美银行业息差收窄，且利率将长期维持在绝对低位，中国银行业则处在息差稳定，资产规模不断扩大的状态，相应的头部企业盈利稳健，是银行本轮上涨的内因。而这些逻辑","text":"报告要点 一、市场环境：全面牛市已来 二、港股风格：金融股开启牛市征途，中长期具备持续性 三、IPO进程：蚂蚁集团将IPO打新推向高潮！ 摘要：在目前欧美锁定宽松和国内经济复苏趋势下，近期券商、银行延续着领涨表现，我们建议继续关注港股新经济，头部券商、银行、内房的补涨需求，预计仍有可观上涨空间。2）同时，近期美港股IPO也迎来高潮，陆金所将在下周五抢先登陆美股，$蚂蚁集团(临时)(90016)$ 则在上周通过港交所聆讯，预计本周二开启招股，11月初A+H同步上市，相信有助于带动已上市的金融科技板块整体估值。 正文部分 一、全面牛市已来 $恒生指数(HSI)$ 连续四周回升，继续验证了在全球宽松、港交所改革、经济改善、人民币强势的多重背景下，港股几乎不太具备显著的利空。其从位置上看，指数下跌空间有限，中期几乎只能是上涨的逻辑。 从政策前景看，和过去依赖货币政策可能会导致资产泡沫（体现为快牛行情）或套利横行相比，如今货币政策常态化后，把包袱压在财政政策上（比如大量的政府债、地方债），从这个角度来看，传统企业的投资能见度未来并不会仓促结束。除此之外，中国**第十九届五中全会周一开始在北京闭门举行，其中“十四五”规划，“双循环”等议题备受关注。 二、金融股开启牛市征途，中长期具备持续性 在目前欧美锁定宽松和国内经济复苏趋势下，我们看到近期券商、银行延续领涨的表现。 从全球范围内看，相比于欧美银行业息差收窄，且利率将长期维持在绝对低位，中国银行业则处在息差稳定，资产规模不断扩大的状态，相应的头部企业盈利稳健，是银行本轮上涨的内因。而这些逻辑","images":[{"img":"https://static.tigerbbs.com/c437094924b8b6795fc1bfd8fb1e562d","width":"1019","height":"697"},{"img":"https://static.tigerbbs.com/fc467847e969d03f92957e4b8a9e84a8","width":"944","height":"633"},{"img":"https://static.tigerbbs.com/6973254d820ebe3cee56cd599ef017e7","width":"976","height":"583"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301519739","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
