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beauty426
2021-03-09
$蛋壳公寓(DNK)$
还不退市？
beauty426
2021-01-04
$拼多多(PDD)$
超级大小周！确实，当年对待生产队的驴都不带这么狠的。
beauty426
2020-07-27
[财迷]
[财迷]
[财迷]
抱歉，原内容已删除
beauty426
2020-05-20
有钱人可以为所欲为
@空军大队长:真的相找个阿姨,不想努力了
beauty426
2020-05-20
看下//
@小虎AV
:吃瓜集中营中英双语教学电话会开始了，吃瓜群众快来围观
$微博(WB)$
@小虎AV:吃瓜集中营中英双语教学电话会开始了，吃瓜群众快来围观
$微博(WB)$
去老虎APP查看更多动态
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网易财报来了做多还是做空呢?$网易(NTES)$","images":[{"img":"https://static.tigerbbs.com/452cf6ab46e09058864de879facbe22c","width":"688","height":"1378"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/959512531","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":946844845,"gmtCreate":1595817768087,"gmtModify":1704209902697,"author":{"id":"3531267773751209","authorId":"3531267773751209","name":"beauty426","avatar":"https://static.tigerbbs.com/844a5ddd6b773834e6610ae9d581c1c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3531267773751209","authorIdStr":"3531267773751209"},"themes":[],"htmlText":"<a>[财迷]</a> <a>[财迷]</a> <a>[财迷]</a>","listText":"<a>[财迷]</a> <a>[财迷]</a> <a>[财迷]</a>","text":"[财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/946844845","repostId":"1130720108","repostType":4,"repost":{"id":"1130720108","pubTimestamp":1595817730,"share":"https://www.laohu8.com/m/news/1130720108?lang=&edition=full","pubTime":"2020-07-27 10:42","market":"hk","language":"zh","title":"恒生科技指数出炉，一文读懂市场影响和投资攻略","url":"https://stock-news.laohu8.com/highlight/detail?id=1130720108","media":"腾讯证券","summary":"摘要：恒生科技指数的选股范畴主要涵盖与科技主题高度相关的港股上市公司。不仅包括阿里巴巴、腾讯控股、美团点评、京东、小米集团等巨头，也纳入了中芯国际、微盟集团等细分领域的龙头企业。\n\n恒生指数公司宣布将","content":"<blockquote>\n 摘要：恒生科技指数的选股范畴主要涵盖与科技主题高度相关的港股上市公司。不仅包括<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、美团点评、<a href=\"https://laohu8.com/S/JD\">京东</a>、小米集团等巨头，也纳入了<a href=\"https://laohu8.com/S/688981\">中芯国际</a>、<a href=\"https://laohu8.com/S/02013\">微盟集团</a>等细分领域的龙头企业。\n</blockquote>\n<p>恒生指数公司宣布将于今日（7月27日）推出恒生科技指数。新指数将追踪港股市场市值最大的30家科技企业，几乎都是清一色的中资科技企业，堪称\"港版纳斯达克指数\"。</p>\n<p><b>1、为什么要推出恒生科技指数？</b></p>\n<p>恒生指数公司推出该指数，一方面是满足这一主题的投资需求，促进各种指数挂钩产品的发展，包括基金和衍生品；另一方面则是希望这个新指数可以加入恒生指数和恒生指数中国企业指数，成为恒生指数公司旗舰指数之一。</p>\n<p>现在恒生指数和恒生国企指数最大的问题就是代表“旧经济”的企业太多，在中概股二次回归浪潮下，恒生指数成份股已经无法充分反映市场状况，恒生科技指数设立主要为了弥补当前指数结构性短板，丰富金融产品和工具，日后港交所还会推出与恒生科技指数挂钩的期货、ETF或其他衍生品，以适应投资者需求。</p>\n<p><b>2、哪些上市公司被纳入该指数？</b></p>\n<p>恒生科技指数的选股范畴主要涵盖与科技主题高度相关的港股上市公司。不仅包括阿里巴巴、腾讯控股、美团点评、京东、小米集团等巨头，也纳入了<a href=\"https://laohu8.com/S/00981\">中芯国际</a>、微盟集团等细分领域的龙头企业。</p>\n<p><img src=\"https://static.tigerbbs.com/c434944e47ac05f27f60778687bb64a9\" tg-width=\"641\" tg-height=\"462\"></p>\n<p>该指数将每季进行一次检讨，个股的权重上限为8％。同时，指数设有快速纳入机制–假设新股上市当天收市市值在现有指数成份股中排名前10，该新股将被纳入指数。成份股加入一般于该新股上市后的第10个交易日收市后实施。</p>\n<p>以下是30家被纳入指数的上市公司名单：</p>\n<p><img src=\"https://static.tigerbbs.com/671931ae3059449e881dfd62fed3fd39\" tg-width=\"574\" tg-height=\"837\"></p>\n<p><b>3、投资者如何跟踪该指数？后续如何参与投资？</b></p>\n<p>恒生科技指数的编制更能体现新经济公司的风向标，吸引国内外资金加速流入港股，掀起科技企业的投资热潮。</p>\n<p>由于被纳入的公司都是优秀企业，该指数表现也颇为亮眼，根据回测数据，该指数在2019年和2020上半年的回报率分别为36.2％和35.3％，远高于恒生指数（15％和-12％）。如此强劲的回报有望吸引投资者关注。</p>\n<p>随着越来越多新经济中概股寻求在香港作第二上市，该指数可能会推动科技股的正面反馈，并产生良好循环。</p>\n<p><a href=\"https://laohu8.com/S/C\">花旗</a>认为，恒生科技指数可在满足投资日益增长的兴趣，亦有助于未来推出与指数挂钩的产品。包括基金和衍生产品，如果推出衍生品后，则投资者有机会参与其中。</p>\n<p><b>4、机构怎么看？</b></p>\n<p><b>大摩：恒生科技指数对MSCI中国指数刺激作用大于恒指 <a href=\"https://laohu8.com/S/00992\">联想集团</a>等受惠被动资金流入</b></p>\n<p>推出恒生科技指数对中国股票有利，因为基于指数基金及衍生产品可以吸引更多投资者及流动性，甚至是吸引在岸市场的投资者。大摩认为恒生科技指数对MSCI中国指数刺激作用大于恒指，因为较少重叠。</p>\n<p>该行预期ETF及其他基金产品将以新的科技指数为基准而推出，最近中概股回归并在香港第二上市，使指数的组成更均衡，阿里巴巴(09988)、<a href=\"https://laohu8.com/S/NTES\">网易</a>(09999)及京东(09618)的权重共超过15%。在预期未来有更多中国科技公司计划来港第二上市之下，恒生科技指数的综合性将会提高。</p>\n<p>该行还称，相关的基金发行将触发资金正向流入科技指数成分股，目前难以量化实质的流动性影响，但尝试根据现有资产管理规模作分析，认为<a href=\"https://laohu8.com/S/01896\">猫眼娱乐</a>(01896)、ASM<a href=\"https://laohu8.com/S/601099\">太平洋</a>(00522)、联想集团(00992)是资金流入的最大受惠者。</p>\n<p><b>花旗：料恒生科技指数可成“东方纳指” 料港股日均成交预测有上行空间</b></p>\n<p>恒生科技指数可成“东方纳指”，估计新的恒生科技指数将会与恒指及国指一样成为旗舰指数之一，并会有更广泛的市场推广。花旗提到，港股虽然目前有恒生资讯科技行业指数，但并没有基于该行业指数的交易所买卖基金(ETF)，预料基于恒生科技指数建立的新ETF，有助提高市场交易速度。</p>\n<p><b>5、投资策略：国产化龙头和互联网巨头公司值得关注</b></p>\n<p><a href=\"https://laohu8.com/S/600030\">中信证券</a>认为，恒生科技指数主要追踪香港上市龙头科技企业，顺应了科技产业持续向好的发展趋势、港股市场结构与投资需求的变化。新指数定位为恒生指数及<a href=\"https://laohu8.com/S/02828\">恒生中国企业</a>指数之后的另一旗舰，而被动式追踪恒生指数系列的产品资产管理总值约为340亿美元，香港上市ETF产品中追踪港股（中资股+本地股）的ETF规模达到1560亿港元，新指数有望吸引被动资金不断加大对科技龙头的配置。</p>\n<p>从产业发展趋势和资金支撑来看，我们持续看好5G、云计算、消费电子、半导体国产化龙头和互联网巨头公司，建议关注：腾讯控股、阿里巴巴、美团点评、小米集团、京东集团，<a href=\"https://laohu8.com/S/00268\">金蝶国际</a>、<a href=\"https://laohu8.com/S/03888\">金山软件</a>、微盟集团、<a href=\"https://laohu8.com/S/02382\">舜宇光学科技</a>、网易、<a href=\"https://laohu8.com/S/02400\">心动公司</a>、中芯国际、<a href=\"https://laohu8.com/S/000063\">中兴通讯</a>等。</p>","source":"txzq","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恒生科技指数出炉，一文读懂市场影响和投资攻略\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-07-27 10:42 北京时间 <a href=https://finance.qq.com/a/20200727/002855.htm><strong>腾讯证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：恒生科技指数的选股范畴主要涵盖与科技主题高度相关的港股上市公司。不仅包括阿里巴巴、腾讯控股、美团点评、京东、小米集团等巨头，也纳入了中芯国际、微盟集团等细分领域的龙头企业。\n\n恒生指数公司宣布将于今日（7月27日）推出恒生科技指数。新指数将追踪港股市场市值最大的30家科技企业，几乎都是清一色的中资科技企业，堪称\"港版纳斯达克指数\"。\n1、为什么要推出恒生科技指数？\n恒生指数公司推出该指数，...</p>\n\n<a href=\"https://finance.qq.com/a/20200727/002855.htm\">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"},"source_url":"https://finance.qq.com/a/20200727/002855.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130720108","content_text":"摘要：恒生科技指数的选股范畴主要涵盖与科技主题高度相关的港股上市公司。不仅包括阿里巴巴、腾讯控股、美团点评、京东、小米集团等巨头，也纳入了中芯国际、微盟集团等细分领域的龙头企业。\n\n恒生指数公司宣布将于今日（7月27日）推出恒生科技指数。新指数将追踪港股市场市值最大的30家科技企业，几乎都是清一色的中资科技企业，堪称\"港版纳斯达克指数\"。\n1、为什么要推出恒生科技指数？\n恒生指数公司推出该指数，一方面是满足这一主题的投资需求，促进各种指数挂钩产品的发展，包括基金和衍生品；另一方面则是希望这个新指数可以加入恒生指数和恒生指数中国企业指数，成为恒生指数公司旗舰指数之一。\n现在恒生指数和恒生国企指数最大的问题就是代表“旧经济”的企业太多，在中概股二次回归浪潮下，恒生指数成份股已经无法充分反映市场状况，恒生科技指数设立主要为了弥补当前指数结构性短板，丰富金融产品和工具，日后港交所还会推出与恒生科技指数挂钩的期货、ETF或其他衍生品，以适应投资者需求。\n2、哪些上市公司被纳入该指数？\n恒生科技指数的选股范畴主要涵盖与科技主题高度相关的港股上市公司。不仅包括阿里巴巴、腾讯控股、美团点评、京东、小米集团等巨头，也纳入了中芯国际、微盟集团等细分领域的龙头企业。\n\n该指数将每季进行一次检讨，个股的权重上限为8％。同时，指数设有快速纳入机制–假设新股上市当天收市市值在现有指数成份股中排名前10，该新股将被纳入指数。成份股加入一般于该新股上市后的第10个交易日收市后实施。\n以下是30家被纳入指数的上市公司名单：\n\n3、投资者如何跟踪该指数？后续如何参与投资？\n恒生科技指数的编制更能体现新经济公司的风向标，吸引国内外资金加速流入港股，掀起科技企业的投资热潮。\n由于被纳入的公司都是优秀企业，该指数表现也颇为亮眼，根据回测数据，该指数在2019年和2020上半年的回报率分别为36.2％和35.3％，远高于恒生指数（15％和-12％）。如此强劲的回报有望吸引投资者关注。\n随着越来越多新经济中概股寻求在香港作第二上市，该指数可能会推动科技股的正面反馈，并产生良好循环。\n花旗认为，恒生科技指数可在满足投资日益增长的兴趣，亦有助于未来推出与指数挂钩的产品。包括基金和衍生产品，如果推出衍生品后，则投资者有机会参与其中。\n4、机构怎么看？\n大摩：恒生科技指数对MSCI中国指数刺激作用大于恒指 联想集团等受惠被动资金流入\n推出恒生科技指数对中国股票有利，因为基于指数基金及衍生产品可以吸引更多投资者及流动性，甚至是吸引在岸市场的投资者。大摩认为恒生科技指数对MSCI中国指数刺激作用大于恒指，因为较少重叠。\n该行预期ETF及其他基金产品将以新的科技指数为基准而推出，最近中概股回归并在香港第二上市，使指数的组成更均衡，阿里巴巴(09988)、网易(09999)及京东(09618)的权重共超过15%。在预期未来有更多中国科技公司计划来港第二上市之下，恒生科技指数的综合性将会提高。\n该行还称，相关的基金发行将触发资金正向流入科技指数成分股，目前难以量化实质的流动性影响，但尝试根据现有资产管理规模作分析，认为猫眼娱乐(01896)、ASM太平洋(00522)、联想集团(00992)是资金流入的最大受惠者。\n花旗：料恒生科技指数可成“东方纳指” 料港股日均成交预测有上行空间\n恒生科技指数可成“东方纳指”，估计新的恒生科技指数将会与恒指及国指一样成为旗舰指数之一，并会有更广泛的市场推广。花旗提到，港股虽然目前有恒生资讯科技行业指数，但并没有基于该行业指数的交易所买卖基金(ETF)，预料基于恒生科技指数建立的新ETF，有助提高市场交易速度。\n5、投资策略：国产化龙头和互联网巨头公司值得关注\n中信证券认为，恒生科技指数主要追踪香港上市龙头科技企业，顺应了科技产业持续向好的发展趋势、港股市场结构与投资需求的变化。新指数定位为恒生指数及恒生中国企业指数之后的另一旗舰，而被动式追踪恒生指数系列的产品资产管理总值约为340亿美元，香港上市ETF产品中追踪港股（中资股+本地股）的ETF规模达到1560亿港元，新指数有望吸引被动资金不断加大对科技龙头的配置。\n从产业发展趋势和资金支撑来看，我们持续看好5G、云计算、消费电子、半导体国产化龙头和互联网巨头公司，建议关注：腾讯控股、阿里巴巴、美团点评、小米集团、京东集团，金蝶国际、金山软件、微盟集团、舜宇光学科技、网易、心动公司、中芯国际、中兴通讯等。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":959512721,"gmtCreate":1589961301863,"gmtModify":1704191250160,"author":{"id":"3531267773751209","authorId":"3531267773751209","name":"beauty426","avatar":"https://static.tigerbbs.com/844a5ddd6b773834e6610ae9d581c1c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3531267773751209","authorIdStr":"3531267773751209"},"themes":[],"htmlText":"看下//<a 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