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LeoMenk
2021-02-04
写了这么多,我也知道您不敢提。陈峰后面是哪位大佬啊?
抱歉,原内容已删除
LeoMenk
2021-02-04
您见过黑山老妖破产么?高手才会这样玩,白狼呵呵,套了一手白龙才对。
抱歉,原内容已删除
LeoMenk
2020-06-03
小编你不敢说我帮你。中概股回港代表什么?代表中美彻底脱钩!代表新冷战彻底到来了!代表世界第二级从现在开始已经开始了!往后就内部玩玩吧,内部想干啥就干啥,割韭菜不香啊?港交所和深交所本质没啥区别了。
抱歉,原内容已删除
LeoMenk
2020-06-02
你觉得会这么简单回港?未来3个月会万箭齐发!从今天撕毁协议不难看出,后续每出一招都是重磅炸弹。从后天开始
抱歉,原内容已删除
LeoMenk
2020-05-29
回复
@eeeeeeee
:瞧瞧瑞幸骗了多少美国股民,其中也有华人的钱。现在问题不是美国好还是中国好的问题。是世界两极化的问题。美国马上要把香港的自由贸易协定拿掉了。网易等为什么要回国,是美国可能会冻结其海外资产。才通过的新疆法案就是打头阵的。//
@eeeeeeee
:有完没完?美国那么好去美国去,OK?什么都是中国人的骗?
京东与网易据悉已向港交所提交上市申请,且通过上市聆讯
LeoMenk
2020-05-29
彻底和美国“开战”但是,你觉得这么容易就能跑回来?骗了美国股民的钱不用还的?
抱歉,原内容已删除
LeoMenk
2020-05-23
$瑞幸咖啡(LK)$
一个国家博弈的玩物而已。
去老虎APP查看更多动态
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<a href=\"https://laohu8.com/U/3545274563467718\">@eeeeeeee</a>:瞧瞧瑞幸骗了多少美国股民,其中也有华人的钱。现在问题不是美国好还是中国好的问题。是世界两极化的问题。美国马上要把香港的自由贸易协定拿掉了。网易等为什么要回国,是美国可能会冻结其海外资产。才通过的新疆法案就是打头阵的。//<a href=\"https://laohu8.com/U/3545274563467718\">@eeeeeeee</a>:有完没完?美国那么好去美国去,OK?什么都是中国人的骗?","listText":"回复 <a href=\"https://laohu8.com/U/3545274563467718\">@eeeeeeee</a>:瞧瞧瑞幸骗了多少美国股民,其中也有华人的钱。现在问题不是美国好还是中国好的问题。是世界两极化的问题。美国马上要把香港的自由贸易协定拿掉了。网易等为什么要回国,是美国可能会冻结其海外资产。才通过的新疆法案就是打头阵的。//<a href=\"https://laohu8.com/U/3545274563467718\">@eeeeeeee</a>:有完没完?美国那么好去美国去,OK?什么都是中国人的骗?","text":"回复 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href=\"https://laohu8.com/S/JD\">京东</a>与<a href=\"https://laohu8.com/S/NTES\">网易</a>据悉已向<a href=\"https://laohu8.com/S/00388\">香港交易所</a>提交上市申请,且通过上市聆讯。</span></p><p><span>由于消息尚未公开,消息人士要求匿名。香港交易所和京东拒绝置评,网易并未立即回复置评请求。</span></p><p><span>虽然近期港股市况浮沉偏软,但新经济股表现仍然突出,券商预期网易及京东认购情况会相当踊跃,3间本地散户常用的券商已合共预留逾千亿元的孖展额“应战”。</span><img src=\"https://static.tigerbbs.com/6d65337ce291de9c8891f137a53e675f\" tg-width=\"750\" tg-height=\"9229\"><img src=\"https://static.tigerbbs.com/46f6521f551f81ab8c84572463bcd91f\" tg-width=\"750\" tg-height=\"10658\"></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>京东与网易据悉已向港交所提交上市申请,且通过上市聆讯</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京东与网易据悉已向港交所提交上市申请,且通过上市聆讯\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\">2020-05-29 09:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><span>市场消息:<a href=\"https://laohu8.com/S/JD\">京东</a>与<a href=\"https://laohu8.com/S/NTES\">网易</a>据悉已向<a href=\"https://laohu8.com/S/00388\">香港交易所</a>提交上市申请,且通过上市聆讯。</span></p><p><span>由于消息尚未公开,消息人士要求匿名。香港交易所和京东拒绝置评,网易并未立即回复置评请求。</span></p><p><span>虽然近期港股市况浮沉偏软,但新经济股表现仍然突出,券商预期网易及京东认购情况会相当踊跃,3间本地散户常用的券商已合共预留逾千亿元的孖展额“应战”。</span><img src=\"https://static.tigerbbs.com/6d65337ce291de9c8891f137a53e675f\" tg-width=\"750\" tg-height=\"9229\"><img src=\"https://static.tigerbbs.com/46f6521f551f81ab8c84572463bcd91f\" tg-width=\"750\" tg-height=\"10658\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"JD":"京东","NTES":"网易"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126442708","content_text":"市场消息:京东与网易据悉已向香港交易所提交上市申请,且通过上市聆讯。由于消息尚未公开,消息人士要求匿名。香港交易所和京东拒绝置评,网易并未立即回复置评请求。虽然近期港股市况浮沉偏软,但新经济股表现仍然突出,券商预期网易及京东认购情况会相当踊跃,3间本地散户常用的券商已合共预留逾千亿元的孖展额“应战”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1896,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":951804873,"gmtCreate":1590715582392,"gmtModify":1704193490809,"author":{"id":"3495577655095290","authorId":"3495577655095290","name":"LeoMenk","avatar":"https://static.tigerbbs.com/dda2b4932156388e0af44309ab4017a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495577655095290","authorIdStr":"3495577655095290"},"themes":[],"htmlText":"彻底和美国“开战”但是,你觉得这么容易就能跑回来?骗了美国股民的钱不用还的?","listText":"彻底和美国“开战”但是,你觉得这么容易就能跑回来?骗了美国股民的钱不用还的?","text":"彻底和美国“开战”但是,你觉得这么容易就能跑回来?骗了美国股民的钱不用还的?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/951804873","repostId":"1126442708","repostType":4,"isVote":1,"tweetType":1,"viewCount":2102,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3545274563467718","authorId":"3545274563467718","name":"额哦","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3545274563467718","authorIdStr":"3545274563467718"},"content":"有完没完?美国那么好去美国去,OK?什么都是中国人的骗?","text":"有完没完?美国那么好去美国去,OK?什么都是中国人的骗?","html":"有完没完?美国那么好去美国去,OK?什么都是中国人的骗?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":953869798,"gmtCreate":1590198074314,"gmtModify":1704192210253,"author":{"id":"3495577655095290","authorId":"3495577655095290","name":"LeoMenk","avatar":"https://static.tigerbbs.com/dda2b4932156388e0af44309ab4017a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495577655095290","authorIdStr":"3495577655095290"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a>一个国家博弈的玩物而已。","listText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a>一个国家博弈的玩物而已。","text":"$瑞幸咖啡(LK)$一个国家博弈的玩物而已。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/953869798","isVote":1,"tweetType":1,"viewCount":3217,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3489583154155788","authorId":"3489583154155788","name":"璞宜投资","avatar":"https://static.tigerbbs.com/8ceade4664b05e4b29950542e7c4148a","crmLevel":1,"crmLevelSwitch":0,"idStr":"3489583154155788","authorIdStr":"3489583154155788"},"content":"这都能扯到国家层面.....那为啥阿里巴巴没被摘牌?拼多多还活蹦乱跳的?","text":"这都能扯到国家层面.....那为啥阿里巴巴没被摘牌?拼多多还活蹦乱跳的?","html":"这都能扯到国家层面.....那为啥阿里巴巴没被摘牌?拼多多还活蹦乱跳的?"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":953869798,"gmtCreate":1590198074314,"gmtModify":1704192210253,"author":{"id":"3495577655095290","authorId":"3495577655095290","name":"LeoMenk","avatar":"https://static.tigerbbs.com/dda2b4932156388e0af44309ab4017a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495577655095290","idStr":"3495577655095290"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a>一个国家博弈的玩物而已。","listText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a>一个国家博弈的玩物而已。","text":"$瑞幸咖啡(LK)$一个国家博弈的玩物而已。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/953869798","isVote":1,"tweetType":1,"viewCount":3217,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3489583154155788","authorId":"3489583154155788","name":"璞宜投资","avatar":"https://static.tigerbbs.com/8ceade4664b05e4b29950542e7c4148a","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3489583154155788","idStr":"3489583154155788"},"content":"这都能扯到国家层面.....那为啥阿里巴巴没被摘牌?拼多多还活蹦乱跳的?","text":"这都能扯到国家层面.....那为啥阿里巴巴没被摘牌?拼多多还活蹦乱跳的?","html":"这都能扯到国家层面.....那为啥阿里巴巴没被摘牌?拼多多还活蹦乱跳的?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":951804873,"gmtCreate":1590715582392,"gmtModify":1704193490809,"author":{"id":"3495577655095290","authorId":"3495577655095290","name":"LeoMenk","avatar":"https://static.tigerbbs.com/dda2b4932156388e0af44309ab4017a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495577655095290","idStr":"3495577655095290"},"themes":[],"htmlText":"彻底和美国“开战”但是,你觉得这么容易就能跑回来?骗了美国股民的钱不用还的?","listText":"彻底和美国“开战”但是,你觉得这么容易就能跑回来?骗了美国股民的钱不用还的?","text":"彻底和美国“开战”但是,你觉得这么容易就能跑回来?骗了美国股民的钱不用还的?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/951804873","repostId":"1126442708","repostType":4,"isVote":1,"tweetType":1,"viewCount":2102,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3545274563467718","authorId":"3545274563467718","name":"额哦","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3545274563467718","idStr":"3545274563467718"},"content":"有完没完?美国那么好去美国去,OK?什么都是中国人的骗?","text":"有完没完?美国那么好去美国去,OK?什么都是中国人的骗?","html":"有完没完?美国那么好去美国去,OK?什么都是中国人的骗?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":958399098,"gmtCreate":1591157362414,"gmtModify":1704194581874,"author":{"id":"3495577655095290","authorId":"3495577655095290","name":"LeoMenk","avatar":"https://static.tigerbbs.com/dda2b4932156388e0af44309ab4017a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495577655095290","idStr":"3495577655095290"},"themes":[],"htmlText":"小编你不敢说我帮你。中概股回港代表什么?代表中美彻底脱钩!代表新冷战彻底到来了!代表世界第二级从现在开始已经开始了!往后就内部玩玩吧,内部想干啥就干啥,割韭菜不香啊?港交所和深交所本质没啥区别了。","listText":"小编你不敢说我帮你。中概股回港代表什么?代表中美彻底脱钩!代表新冷战彻底到来了!代表世界第二级从现在开始已经开始了!往后就内部玩玩吧,内部想干啥就干啥,割韭菜不香啊?港交所和深交所本质没啥区别了。","text":"小编你不敢说我帮你。中概股回港代表什么?代表中美彻底脱钩!代表新冷战彻底到来了!代表世界第二级从现在开始已经开始了!往后就内部玩玩吧,内部想干啥就干啥,割韭菜不香啊?港交所和深交所本质没啥区别了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/958399098","repostId":"1132516130","repostType":4,"repost":{"id":"1132516130","kind":"news","pubTimestamp":1591150161,"share":"https://www.laohu8.com/m/news/1132516130?lang=&edition=full","pubTime":"2020-06-03 10:09","market":"hk","language":"zh","title":"中概股归港,港交所吃香","url":"https://stock-news.laohu8.com/highlight/detail?id=1132516130","media":"36氪","summary":"无论中概股回归后表现如何,港交所都是赢家。短短1个多月间,拼多多、网易、京东等多家中概股传来拟赴港IPO的消息。与2015年前后的中概股回归潮相比,这次回归的公司在体量和回归地点上有着很大不同。201","content":"<blockquote>无论中概股回归后表现如何,港交所都是赢家。</blockquote><p><span>短短1个多月间,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>等多家中概股传来拟赴港IPO的消息。</span></p><p>与2015年前后的中概股回归潮相比,这次回归的公司在体量和回归地点上有着很大不同。2015年前后回归的中概股,以中小盘公司为主,其中知名度较高的<a href=\"https://laohu8.com/S/601360\">三六零</a>、<a href=\"https://laohu8.com/S/002624\">完美世界</a>、<a href=\"https://laohu8.com/S/002558\">巨人网络</a>、暴风科技等退市时市值均不足百亿美元,且多数选择回到A股。<span>而网易、京东等均为国内头部企业,是中概股市值排名中的第一阵列公司。</span></p><p>新经济领域明星公司、密集的回归时点,都让这次中概股“归家潮”显得与众不同。<span>2020年,港交所似乎成为中概股回归主场。</span></p><p><b>新经济领域公司中,巨头青睐港交所,中小玩家“却步”</b></p><p><a href=\"https://laohu8.com/S/KRKR\">36氪</a>不完全梳理了美股、港股市值1亿美元以上的中国企业。其中,美股上市的中概股为108家,港股则有1279家。总体而言,美股挂牌的大公司数量更多,美股市值超50亿美元的公司占比达36%,比港股高22个百分点。</p><p><img src=\"https://static.tigerbbs.com/1ed58f9d332471ef21be2b1f03667916\" tg-width=\"752\" tg-height=\"279\"></p><p>两市中概股市值分布图;<span>制图:36氪</span></p><p>2015-2019年近5年中,港交所IPO数量在沪深两市、美股市场中有4年垫底。</p><p><img src=\"https://static.tigerbbs.com/92a3d0e053436f2a358bcde7f3518d5b\" tg-width=\"538\" tg-height=\"346\"></p><p>数据来源:<a href=\"https://laohu8.com/S/300033\">同花顺</a>;制图:36氪</p><p><img src=\"https://static.tigerbbs.com/0c0575a26a3695eada8688c3146533ad\" tg-width=\"555\" tg-height=\"280\"></p><p>数据来源:同花顺;制图:36氪</p><p><img src=\"https://static.tigerbbs.com/ffe0696f41bce91a89de5873265691d2\" tg-width=\"554\" tg-height=\"282\"></p><p>数据来源:同花顺;制图:36氪</p><p><span>而新经济领域的大公司或更青睐港交所。</span></p><p>36氪关注的122家新经济领域的中概股(市值1亿美元以上)中<span>,美股上市的公司占比过半,达58%。港股市值超50亿美元的公司占比较美股高16个百分点,不足10亿美元的公司在港股占比仅20%,而美股市场这一占比近一半。</span></p><p><img src=\"https://static.tigerbbs.com/c565e9063981c7a0e355f300ee2dbb9b\" tg-width=\"723\" tg-height=\"282\"></p><p>两市新经济领域中概股市值分布图</p><p>数据来源:公开资料;制图:36氪</p><p>另外,港交所挂牌的公司相对遍低,尤其是中小盘企业。</p><p>截至发稿,<span>标普500指数、恒生指数、沪深300的滚动市盈率中位数分别为23.30倍、11.79倍、23.93倍,代表港股的恒生指数市盈率最低。</span></p><p>具体而到中小企业,以游戏行业举例,<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>市值在港股游戏公司总市值中占比逾九成。目前,<a href=\"https://laohu8.com/S/03888\">金山软件</a>、<a href=\"https://laohu8.com/S/00777\">网龙</a>、<a href=\"https://laohu8.com/S/02400\">心动公司</a>为市值次于腾讯控股的前三家公司,现市值在100-360亿港元间(约合人民币92-329亿元),A股游戏公司中,剔除市值最高的三六零,其后三家分别为<a href=\"https://laohu8.com/S/002602\">世纪华通</a>、<a href=\"https://laohu8.com/S/002555\">三七互娱</a>、完美世界,现市值在580-850亿元间。</p><p>不过,港交所这一局面或在慢慢改变。</p><p>据IT桔子,2015年,在美股、港股上市的中国互联网公司分别为3家、2家。2016年,国内TMT上市公司中,16%选择了港股,20%选择了美股。但在2019年,国内新经济企业有57家选择在香港上市,24家选择在美国上市。</p><p><b>网易、京东为何此时回归港交所?</b></p><p>这或与港交所近年的改革措施有关。</p><p>之前因港交所拒绝\"同股不同权\"的股权结构,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>谋求香港上市失败,最终选择了纽交所。美股上市到港交所公布允许同股不同权的政策期间,阿里巴巴的股价拉涨近一倍,市值与港股第一腾讯控股相当。</p><p>为了不再重演历史,港交所在2017年底开启改革。</p><p>在2018年的上市条例中,港交所明确提出为拟赴港上市的中国企业设立新的、便利的第二上市渠道,以大中华区为业务重心的公司可保留现行VIE结构及同股不同权架构。同时,有条件纳入未盈利的生物科技公司。而直到今年年初,A股才通过科创板首现“同股不同权”企业和连续亏损企业,拆VIE架构则仍然棘手。</p><p>不过,从筹资额和IPO数量上看,港交所表现并不亮眼。近两年其筹资额同比增速下降,筹资总额远不及沪深两市。</p><p>这一情形或推动其加速改革进程。</p><p>港交所目前对二次上市提供的便利还包括企业上市申报时可以直接采用美国会计准则编制的财务报表、可申请豁免披露部分财务信息、可采用秘密申请程序。</p><p>与此同时,港交所正采取措施缩短未来IPO时长,包括改革香港新股发行T+5机制、重提缩短IPO结算周期、推动IPO全面无纸化等。此次网易赴港二次上市从被报道到确立上市时间,仅耗时4个多月。而第一家主动转换资本结构回A股上市的互联网公司暴风科技从拆VIE到上市花了4年。</p><p>另外,香港早已出台“A+H”股同步上市及中国预托证券(CDR)规则,“A+H”股、“CDR+红筹股”等上市模式逐渐被采纳无疑增强了港股的流动性。在此前提下,新经济领域头部公司入驻将带来总资金量的增加,港股估值较低的情况或将改善。</p><p>值得注意的是,对于赴港二次上市的新经济公司不能被纳入港股通,港交所行政总裁李小加在今年年初表示,这只是时间问题。恒生指数公司也在近日发文称,将从8月的季检开始将同股不同权公司及第二上市公司纳入恒指选股范畴,市场预期阿里巴巴、美团点评及小米集团有机会上榜。</p><p><b>最大“赢家”港交所</b></p><p>2019年11月,阿里巴巴赴港二次上市,公司股价当天收涨11.6%。截至发稿,其股价较港交所上市首日涨逾8 %,市值约4.29万亿港元,高于腾讯控股,为港股第一。</p><p>除了利于扩大融资、提升公司股价和估值,中概股回归后,或受益于本土效应获得更多国内投资者的关注。选择多市场上市的企业,将进一步减少中概股在美股市场面临的地缘性风险。</p><p>阿里在前,网易、京东也将承载着投资人的期许。而无论中概股回归后表现如何,港交所都是赢家。</p><p>去年,港交所再次登上首次公开招股市场集资额全球首位,集资额达3142亿港元,阿里巴巴一家集资额占比约28%。可以预见,网易、京东等公司挂牌港交所将继续提高港交所在同行中的竞争力。</p><p>明星公司接连赴港二次上市也将提高港股的流动性。这从阿里巴巴上市当日的表现可见一斑。阿里巴巴IPO首日,在香港公开发售超购41.44倍,投资者参与数量达19.57万户,阿里巴巴港股上市后,与阿里巴巴股份相关的众多衍生工具也将进一步刺激市场活跃度。</p><p>投资者积极认购叠加明星公司的示范作用或将带动其他港股科技股股价,进而提升港股对科技公司的吸引力。网易启动启动IPO的消息发布后,香港恒指收涨3.4%,为2个月以来最大单日涨幅,其中腾讯控股涨4.53%,阿里巴巴涨4.37%,小米集团涨1%;美团点评涨2.25%,报150港元,股价创新高。</p><p>此前,李小加宣布明年10月将离任,他在任的十余年里,多项改革措施出台,包括“沪港通”、“沪港通”、上市规则“新政”等,后者直接促进了新经济公司上市到港股IPO。当年,小米、美团、<a href=\"https://laohu8.com/S/06862\">海底捞</a>、<a href=\"https://laohu8.com/S/01833\">平安好医生</a>、<a href=\"https://laohu8.com/S/603259\">药明康德</a>等公司纷纷上市。</p><p>中概股如今选择港交所或是这一老牌证券交易市场改革成果的体现之一,也是它的新机遇。</p>","source":"36k","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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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中概股归港,港交所吃香\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-06-03 10:09 北京时间 <a href=https://36kr.com/p/733695576688775><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>无论中概股回归后表现如何,港交所都是赢家。短短1个多月间,拼多多、网易、京东等多家中概股传来拟赴港IPO的消息。与2015年前后的中概股回归潮相比,这次回归的公司在体量和回归地点上有着很大不同。2015年前后回归的中概股,以中小盘公司为主,其中知名度较高的三六零、完美世界、巨人网络、暴风科技等退市时市值均不足百亿美元,且多数选择回到A股。而网易、京东等均为国内头部企业,是中概股市值排名中的第一阵列...</p>\n\n<a href=\"https://36kr.com/p/733695576688775\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/450b59595cb4f24da98674ba3da03b0e","relate_stocks":{"00388":"香港交易所"},"source_url":"https://36kr.com/p/733695576688775","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132516130","content_text":"无论中概股回归后表现如何,港交所都是赢家。短短1个多月间,拼多多、网易、京东等多家中概股传来拟赴港IPO的消息。与2015年前后的中概股回归潮相比,这次回归的公司在体量和回归地点上有着很大不同。2015年前后回归的中概股,以中小盘公司为主,其中知名度较高的三六零、完美世界、巨人网络、暴风科技等退市时市值均不足百亿美元,且多数选择回到A股。而网易、京东等均为国内头部企业,是中概股市值排名中的第一阵列公司。新经济领域明星公司、密集的回归时点,都让这次中概股“归家潮”显得与众不同。2020年,港交所似乎成为中概股回归主场。新经济领域公司中,巨头青睐港交所,中小玩家“却步”36氪不完全梳理了美股、港股市值1亿美元以上的中国企业。其中,美股上市的中概股为108家,港股则有1279家。总体而言,美股挂牌的大公司数量更多,美股市值超50亿美元的公司占比达36%,比港股高22个百分点。两市中概股市值分布图;制图:36氪2015-2019年近5年中,港交所IPO数量在沪深两市、美股市场中有4年垫底。数据来源:同花顺;制图:36氪数据来源:同花顺;制图:36氪数据来源:同花顺;制图:36氪而新经济领域的大公司或更青睐港交所。36氪关注的122家新经济领域的中概股(市值1亿美元以上)中,美股上市的公司占比过半,达58%。港股市值超50亿美元的公司占比较美股高16个百分点,不足10亿美元的公司在港股占比仅20%,而美股市场这一占比近一半。两市新经济领域中概股市值分布图数据来源:公开资料;制图:36氪另外,港交所挂牌的公司相对遍低,尤其是中小盘企业。截至发稿,标普500指数、恒生指数、沪深300的滚动市盈率中位数分别为23.30倍、11.79倍、23.93倍,代表港股的恒生指数市盈率最低。具体而到中小企业,以游戏行业举例,腾讯控股市值在港股游戏公司总市值中占比逾九成。目前,金山软件、网龙、心动公司为市值次于腾讯控股的前三家公司,现市值在100-360亿港元间(约合人民币92-329亿元),A股游戏公司中,剔除市值最高的三六零,其后三家分别为世纪华通、三七互娱、完美世界,现市值在580-850亿元间。不过,港交所这一局面或在慢慢改变。据IT桔子,2015年,在美股、港股上市的中国互联网公司分别为3家、2家。2016年,国内TMT上市公司中,16%选择了港股,20%选择了美股。但在2019年,国内新经济企业有57家选择在香港上市,24家选择在美国上市。网易、京东为何此时回归港交所?这或与港交所近年的改革措施有关。之前因港交所拒绝\"同股不同权\"的股权结构,阿里巴巴谋求香港上市失败,最终选择了纽交所。美股上市到港交所公布允许同股不同权的政策期间,阿里巴巴的股价拉涨近一倍,市值与港股第一腾讯控股相当。为了不再重演历史,港交所在2017年底开启改革。在2018年的上市条例中,港交所明确提出为拟赴港上市的中国企业设立新的、便利的第二上市渠道,以大中华区为业务重心的公司可保留现行VIE结构及同股不同权架构。同时,有条件纳入未盈利的生物科技公司。而直到今年年初,A股才通过科创板首现“同股不同权”企业和连续亏损企业,拆VIE架构则仍然棘手。不过,从筹资额和IPO数量上看,港交所表现并不亮眼。近两年其筹资额同比增速下降,筹资总额远不及沪深两市。这一情形或推动其加速改革进程。港交所目前对二次上市提供的便利还包括企业上市申报时可以直接采用美国会计准则编制的财务报表、可申请豁免披露部分财务信息、可采用秘密申请程序。与此同时,港交所正采取措施缩短未来IPO时长,包括改革香港新股发行T+5机制、重提缩短IPO结算周期、推动IPO全面无纸化等。此次网易赴港二次上市从被报道到确立上市时间,仅耗时4个多月。而第一家主动转换资本结构回A股上市的互联网公司暴风科技从拆VIE到上市花了4年。另外,香港早已出台“A+H”股同步上市及中国预托证券(CDR)规则,“A+H”股、“CDR+红筹股”等上市模式逐渐被采纳无疑增强了港股的流动性。在此前提下,新经济领域头部公司入驻将带来总资金量的增加,港股估值较低的情况或将改善。值得注意的是,对于赴港二次上市的新经济公司不能被纳入港股通,港交所行政总裁李小加在今年年初表示,这只是时间问题。恒生指数公司也在近日发文称,将从8月的季检开始将同股不同权公司及第二上市公司纳入恒指选股范畴,市场预期阿里巴巴、美团点评及小米集团有机会上榜。最大“赢家”港交所2019年11月,阿里巴巴赴港二次上市,公司股价当天收涨11.6%。截至发稿,其股价较港交所上市首日涨逾8 %,市值约4.29万亿港元,高于腾讯控股,为港股第一。除了利于扩大融资、提升公司股价和估值,中概股回归后,或受益于本土效应获得更多国内投资者的关注。选择多市场上市的企业,将进一步减少中概股在美股市场面临的地缘性风险。阿里在前,网易、京东也将承载着投资人的期许。而无论中概股回归后表现如何,港交所都是赢家。去年,港交所再次登上首次公开招股市场集资额全球首位,集资额达3142亿港元,阿里巴巴一家集资额占比约28%。可以预见,网易、京东等公司挂牌港交所将继续提高港交所在同行中的竞争力。明星公司接连赴港二次上市也将提高港股的流动性。这从阿里巴巴上市当日的表现可见一斑。阿里巴巴IPO首日,在香港公开发售超购41.44倍,投资者参与数量达19.57万户,阿里巴巴港股上市后,与阿里巴巴股份相关的众多衍生工具也将进一步刺激市场活跃度。投资者积极认购叠加明星公司的示范作用或将带动其他港股科技股股价,进而提升港股对科技公司的吸引力。网易启动启动IPO的消息发布后,香港恒指收涨3.4%,为2个月以来最大单日涨幅,其中腾讯控股涨4.53%,阿里巴巴涨4.37%,小米集团涨1%;美团点评涨2.25%,报150港元,股价创新高。此前,李小加宣布明年10月将离任,他在任的十余年里,多项改革措施出台,包括“沪港通”、“沪港通”、上市规则“新政”等,后者直接促进了新经济公司上市到港股IPO。当年,小米、美团、海底捞、平安好医生、药明康德等公司纷纷上市。中概股如今选择港交所或是这一老牌证券交易市场改革成果的体现之一,也是它的新机遇。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2395,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3549579175210131","authorId":"3549579175210131","name":"Hada","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3549579175210131","idStr":"3549579175210131"},"content":"敢于说真话👍🏻👍🏻👍🏻,关键是永远叫不醒装睡的人","text":"敢于说真话👍🏻👍🏻👍🏻,关键是永远叫不醒装睡的人","html":"敢于说真话👍🏻👍🏻👍🏻,关键是永远叫不醒装睡的人"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317073225,"gmtCreate":1612402330267,"gmtModify":1703761335814,"author":{"id":"3495577655095290","authorId":"3495577655095290","name":"LeoMenk","avatar":"https://static.tigerbbs.com/dda2b4932156388e0af44309ab4017a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495577655095290","idStr":"3495577655095290"},"themes":[],"htmlText":"写了这么多,我也知道您不敢提。陈峰后面是哪位大佬啊?","listText":"写了这么多,我也知道您不敢提。陈峰后面是哪位大佬啊?","text":"写了这么多,我也知道您不敢提。陈峰后面是哪位大佬啊?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317073225","repostId":"1120520287","repostType":2,"isVote":1,"tweetType":1,"viewCount":1875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317079067,"gmtCreate":1612402205559,"gmtModify":1703761334027,"author":{"id":"3495577655095290","authorId":"3495577655095290","name":"LeoMenk","avatar":"https://static.tigerbbs.com/dda2b4932156388e0af44309ab4017a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495577655095290","idStr":"3495577655095290"},"themes":[],"htmlText":"您见过黑山老妖破产么?高手才会这样玩,白狼呵呵,套了一手白龙才对。","listText":"您见过黑山老妖破产么?高手才会这样玩,白狼呵呵,套了一手白龙才对。","text":"您见过黑山老妖破产么?高手才会这样玩,白狼呵呵,套了一手白龙才对。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317079067","repostId":"1120520287","repostType":2,"isVote":1,"tweetType":1,"viewCount":1944,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":958014976,"gmtCreate":1591100552395,"gmtModify":1704194339745,"author":{"id":"3495577655095290","authorId":"3495577655095290","name":"LeoMenk","avatar":"https://static.tigerbbs.com/dda2b4932156388e0af44309ab4017a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495577655095290","idStr":"3495577655095290"},"themes":[],"htmlText":"你觉得会这么简单回港?未来3个月会万箭齐发!从今天撕毁协议不难看出,后续每出一招都是重磅炸弹。从后天开始","listText":"你觉得会这么简单回港?未来3个月会万箭齐发!从今天撕毁协议不难看出,后续每出一招都是重磅炸弹。从后天开始","text":"你觉得会这么简单回港?未来3个月会万箭齐发!从今天撕毁协议不难看出,后续每出一招都是重磅炸弹。从后天开始","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/958014976","repostId":"1169537002","repostType":2,"repost":{"id":"1169537002","kind":"news","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":1591099860,"share":"https://www.laohu8.com/m/news/1169537002?lang=&edition=full","pubTime":"2020-06-02 20:11","market":"us","language":"zh","title":"拼多多回港上市,确定中金为保荐人","url":"https://stock-news.laohu8.com/highlight/detail?id=1169537002","media":"老虎资讯综合","summary":"拼多多也是至今“最年轻”回港二次上市的中概股。2018年7月27日,成立仅34个月的拼多多赴美上市,其当时的承销团为高盛和中金。6月2日,腾讯新闻《一线》独家获悉,拼多多确定回港二次上市,并确定了中金","content":"<blockquote>拼多多也是至今“最年轻”回港二次上市的中概股。2018年7月27日,成立仅34个月的拼多多赴美上市,其当时的承销团为高盛和中金。</blockquote><p>6月2日,腾讯新闻《一线》独家获悉,拼多多确定回港二次上市,并确定了中金为其保荐人之一。据知情人士透露,拼多多上市团队原计划6月中旬交表,但是不排除提速。具体的交表时间暂未获悉。</p><p>拼多多能够“提速”是因为港交所上市委员会全力推近中概股回港二次上市,为所有的中概股在港上市提速“开绿灯”。</p><p>拼多多也是至今“最年轻”回港二次上市的中概股。2018年7月27日,成立仅34个月的拼多多赴美上市,其当时的承销团为高盛和中金。</p><p>拼多多于5月22日发布了今年第一度财报,其营收65.41亿元,同比增长44%,净亏损31.70亿元,相较于去年同期净亏损13.79亿元有扩大。不过,拼多多在第一季度保持了40%以上的用户增速,其中平均月活用户数达到4.87亿,较2019年同期增长1.98亿。截至发稿,暂未能联系拼多多和中金方面置评。用户数达到4.87亿,较2019年同期增长1.98亿。</p><p>截至发稿,暂未能联系拼多多和中金方面置评。</p><p>受此消息应该,拼多多盘前涨超3%。</p><p><img src=\"https://static.tigerbbs.com/51095e5114bdc9648676c94a50ba8dbe\" tg-width=\"828\" tg-height=\"1716\"></p><p></p>","collect":0,"html":"<!DOCTYPE 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}\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拼多多回港上市,确定中金为保荐人\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\">2020-06-02 20:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>拼多多也是至今“最年轻”回港二次上市的中概股。2018年7月27日,成立仅34个月的拼多多赴美上市,其当时的承销团为高盛和中金。</blockquote><p>6月2日,腾讯新闻《一线》独家获悉,拼多多确定回港二次上市,并确定了中金为其保荐人之一。据知情人士透露,拼多多上市团队原计划6月中旬交表,但是不排除提速。具体的交表时间暂未获悉。</p><p>拼多多能够“提速”是因为港交所上市委员会全力推近中概股回港二次上市,为所有的中概股在港上市提速“开绿灯”。</p><p>拼多多也是至今“最年轻”回港二次上市的中概股。2018年7月27日,成立仅34个月的拼多多赴美上市,其当时的承销团为高盛和中金。</p><p>拼多多于5月22日发布了今年第一度财报,其营收65.41亿元,同比增长44%,净亏损31.70亿元,相较于去年同期净亏损13.79亿元有扩大。不过,拼多多在第一季度保持了40%以上的用户增速,其中平均月活用户数达到4.87亿,较2019年同期增长1.98亿。截至发稿,暂未能联系拼多多和中金方面置评。用户数达到4.87亿,较2019年同期增长1.98亿。</p><p>截至发稿,暂未能联系拼多多和中金方面置评。</p><p>受此消息应该,拼多多盘前涨超3%。</p><p><img src=\"https://static.tigerbbs.com/51095e5114bdc9648676c94a50ba8dbe\" tg-width=\"828\" tg-height=\"1716\"></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/02aa9153f4386a08c2cbc79999550248","relate_stocks":{"PDD":"拼多多"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169537002","content_text":"拼多多也是至今“最年轻”回港二次上市的中概股。2018年7月27日,成立仅34个月的拼多多赴美上市,其当时的承销团为高盛和中金。6月2日,腾讯新闻《一线》独家获悉,拼多多确定回港二次上市,并确定了中金为其保荐人之一。据知情人士透露,拼多多上市团队原计划6月中旬交表,但是不排除提速。具体的交表时间暂未获悉。拼多多能够“提速”是因为港交所上市委员会全力推近中概股回港二次上市,为所有的中概股在港上市提速“开绿灯”。拼多多也是至今“最年轻”回港二次上市的中概股。2018年7月27日,成立仅34个月的拼多多赴美上市,其当时的承销团为高盛和中金。拼多多于5月22日发布了今年第一度财报,其营收65.41亿元,同比增长44%,净亏损31.70亿元,相较于去年同期净亏损13.79亿元有扩大。不过,拼多多在第一季度保持了40%以上的用户增速,其中平均月活用户数达到4.87亿,较2019年同期增长1.98亿。截至发稿,暂未能联系拼多多和中金方面置评。用户数达到4.87亿,较2019年同期增长1.98亿。截至发稿,暂未能联系拼多多和中金方面置评。受此消息应该,拼多多盘前涨超3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":951834067,"gmtCreate":1590722173659,"gmtModify":1704193517826,"author":{"id":"3495577655095290","authorId":"3495577655095290","name":"LeoMenk","avatar":"https://static.tigerbbs.com/dda2b4932156388e0af44309ab4017a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495577655095290","idStr":"3495577655095290"},"themes":[],"htmlText":"回复 <a href=\"https://laohu8.com/U/3545274563467718\">@eeeeeeee</a>:瞧瞧瑞幸骗了多少美国股民,其中也有华人的钱。现在问题不是美国好还是中国好的问题。是世界两极化的问题。美国马上要把香港的自由贸易协定拿掉了。网易等为什么要回国,是美国可能会冻结其海外资产。才通过的新疆法案就是打头阵的。//<a href=\"https://laohu8.com/U/3545274563467718\">@eeeeeeee</a>:有完没完?美国那么好去美国去,OK?什么都是中国人的骗?","listText":"回复 <a href=\"https://laohu8.com/U/3545274563467718\">@eeeeeeee</a>:瞧瞧瑞幸骗了多少美国股民,其中也有华人的钱。现在问题不是美国好还是中国好的问题。是世界两极化的问题。美国马上要把香港的自由贸易协定拿掉了。网易等为什么要回国,是美国可能会冻结其海外资产。才通过的新疆法案就是打头阵的。//<a href=\"https://laohu8.com/U/3545274563467718\">@eeeeeeee</a>:有完没完?美国那么好去美国去,OK?什么都是中国人的骗?","text":"回复 @eeeeeeee:瞧瞧瑞幸骗了多少美国股民,其中也有华人的钱。现在问题不是美国好还是中国好的问题。是世界两极化的问题。美国马上要把香港的自由贸易协定拿掉了。网易等为什么要回国,是美国可能会冻结其海外资产。才通过的新疆法案就是打头阵的。//@eeeeeeee:有完没完?美国那么好去美国去,OK?什么都是中国人的骗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/951834067","repostId":"1126442708","repostType":4,"isVote":1,"tweetType":1,"viewCount":1896,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}