唐小生的个人主页 - 老虎社区

唐小生

唐小生

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IP属地：广东

12关注

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3主题

0勋章

2023-04-20

$快手-W(01024)$ 近期无可能，因为5月18腾讯现金分红！

2022-05-09

机构使尽抛弃了，利好不断。

腾盛博药-B(02137)：安巴韦单抗和罗米司韦单抗联合疗法对新冠病毒奥密克戎BA.2亚型变异株保持中和活性

2022-05-01

呵呵

抱歉，原内容已删除

2022-04-30

$希望教育(01765)$干脆干私有化了？？

2022-04-26

经济上美国说的算。

央行稳定外汇，金管局发声，恒指强势首收复20000点

2022-04-26

反正世界经济美国说的算。

恒指尾盘转跌失守2万点大金融股走跌汇丰控股、恒生银行跌超5%

2022-04-25

$恒生指数(HSI)$想想就好！

2022-04-20

14年药出不了，证明他早点退了，是对企业好！

创始人坚守14载后选择辞职，昔日明星嘉和生物到底发生了什么？

2022-03-17

黎明前的黑暗，很多人都会倒下，比的是人的弱点！

@红骏马:$三叶草生物-B(02197)$还没开盘就涨停啦

2022-03-17

这篇文章不错，转发给大家看

@价值投资为王:形势危急，新冠卷土重来，哪些是避险股？

2022-03-11

没有的，大势美机构说的算。

抱歉，原内容已删除

2022-01-17

看来房地产行业要全部倒了！

港股内房股走低，融创中国跌超6%

2022-01-13

房地产真的要倒？，会不会象当年日本房地产那样子？

恒生科技指数跌2% 地产股、中概互联网股领跌融创中国一度跌超20%

2021-12-23

跟一个车很象

抱歉，原内容已删除

2021-12-17

恒指没有那么快止跌。

郭思治: 大市昨先跌後倒升似初呈回稳之势

2021-12-17

富力也快还不了！

2021-12-14

明天降准了！

2021-12-14

11月份2600万人消费，平均消费多少钱。11月份销售额。

2021-12-08

空头没有东西可发了！

“海底捞”又摊上事了！

2021-11-30

中国把紧国关，防控隔离！

抱歉，原内容已删除

去老虎APP查看更多动态

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href=\"http://www.zhitongcaijing.com/content/detail/720564.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1574":"生物医药B类股","02137":"腾盛博药-B","BK1587":"次新股","BK1161":"生物科技"},"source_url":"http://www.zhitongcaijing.com/content/detail/720564.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2234288526","content_text":"智通财经APP讯，腾盛博药-B(02137)公布，新的研究数据表明公司的长效新冠中和抗体安巴韦单抗和罗米司韦单抗联合疗法对新冠病毒奥密克戎BA.2亚型变异株保持中和活性。多个独立实验室的体外嵌合病毒中和实验和活病毒中和实验的数据表明，基于安巴韦单抗和罗米司韦单抗联合疗法的人体药代动力学数据，预测其用于治疗新冠肺炎单次静脉注射1000mg安巴韦单抗和1000mg罗米司韦单抗后的血药浓度将保持在中和奥密克戎BA.2亚型变异株所需的活性水平之上。在美国国立卫生研究院(NIH)和美国国家过敏和传染病研究所(NIAID)认证的美国马里兰大学实验室进行的活病毒中和实验数据表明，在给药14天后，安巴韦单抗和罗米司韦单抗联合疗法的总血药浓度仍保持中和超过90%的奥密克戎 BA.2亚型变异株活病毒所需浓度(Neut99: 2.50 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09:43","market":"hk","language":"zh","title":"央行稳定外汇，金管局发声，恒指强势首收复20000点","url":"https://stock-news.laohu8.com/highlight/detail?id=2230120049","media":"新浪港股","summary":"　　央行稳定外汇，金管局发声，恒指强势首收复20000点，恒生科技指数涨超3%，京东、网易等大涨逾近7%，美团涨6%。　　人民银行官网发布消息，自5月15日起，下调金融机构外汇存款准备金率1个百分点，即外汇存款准备金率由现行9%下调至8%。","content":"<html><body><div>\n<div>\n<div>\n<img src=\"http://image.sinajs.cn/newchart/hk_stock/min_660/hsi.gif\"/>\n</div>\n<div>\n<div>\n<span>热点栏目</span>\n<s></s>\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n</div>\n客户端\n</div>\n</div>\n<p>　　央行稳定外汇，金管局发声，恒指强势首收复20000点，<span>恒生科技指数</span><span></span>涨超3%，<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>等大涨逾近7%，美团涨6%。</p>\n<p>　　人民银行官网发布消息，自5月15日起，下调金融机构外汇存款准备金率1个百分点，即外汇存款准备金率由现行9%下调至8%。</p>\n<p>　　余伟文发声，沉着应对市场波动，外汇基金投资团队将继续因应外围最新局势变化作出迅速及适当的应对，致力减低三大主要资产（股票、债券、外汇）如同时受挫对外汇基金潜在的冲击，为维持香港货币及金融稳定提供强大后盾，并努力争取中长线回报，为外汇基金的资产增值。</p>\n<div>\n<span>你的专属投资礼包！更有百元京东卡、188元现金红包等你拿，100%中奖&gt;&gt;</span>\n<img src=\"\"/>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经APP</div>\n</div>\n<p>责任编辑：张海营 </p>\n</div></body></html>","source":"sina","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>央行稳定外汇，金管局发声，恒指强势首收复20000点</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央行稳定外汇，金管局发声，恒指强势首收复20000点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-26 09:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/hkstock/marketalerts/2022-04-26/doc-imcwiwst4059827.shtml?finpagefr=p_115><strong>新浪港股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　央行稳定外汇，金管局发声，恒指强势首收复20000点，恒生科技指数涨超3%，京东、网易等大涨逾近7%，美团涨6%。\n　　人民银行官网发布消息，自5月15日起，下调金融机构外汇存款准备金率1个百分点，即外汇存款准备金率由现行9%下调至8%。\n　　余伟文发声，沉着应对市场波动，外汇基金投资团队将继续因应外围最新局势变化作出...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/marketalerts/2022-04-26/doc-imcwiwst4059827.shtml?finpagefr=p_115\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"513600":"恒生指数ETF","02833":"恒指ETF","HSI":"恒生指数"},"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2022-04-26/doc-imcwiwst4059827.shtml?finpagefr=p_115","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2230120049","content_text":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　央行稳定外汇，金管局发声，恒指强势首收复20000点，恒生科技指数涨超3%，京东、网易等大涨逾近7%，美团涨6%。\n　　人民银行官网发布消息，自5月15日起，下调金融机构外汇存款准备金率1个百分点，即外汇存款准备金率由现行9%下调至8%。\n　　余伟文发声，沉着应对市场波动，外汇基金投资团队将继续因应外围最新局势变化作出迅速及适当的应对，致力减低三大主要资产（股票、债券、外汇）如同时受挫对外汇基金潜在的冲击，为维持香港货币及金融稳定提供强大后盾，并努力争取中长线回报，为外汇基金的资产增值。\n\n你的专属投资礼包！更有百元京东卡、188元现金红包等你拿，100%中奖>>\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张海营","news_type":1},"isVote":1,"tweetType":1,"viewCount":1508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618811523,"gmtCreate":1650959194583,"gmtModify":1650960197517,"author":{"id":"3553490377922772","authorId":"3553490377922772","name":"唐小生","avatar":"https://static.tigerbbs.com/c03527155f2ccb99a84754e9c6c07505","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553490377922772","authorIdStr":"3553490377922772"},"themes":[],"htmlText":"反正世界经济美国说的算。","listText":"反正世界经济美国说的算。","text":"反正世界经济美国说的算。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618811523","repostId":"2230743041","repostType":2,"repost":{"id":"2230743041","kind":"news","pubTimestamp":1650958200,"share":"https://www.laohu8.com/m/news/2230743041?lang=&edition=full","pubTime":"2022-04-26 15:30","market":"hk","language":"zh","title":"恒指尾盘转跌失守2万点 大金融股走跌汇丰控股、恒生银行跌超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2230743041","media":"新浪港股","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　恒指尾盘转跌，失守2万点，恒生银行、汇丰控股跌超5%，招行跌超4%，中国人寿、中国平安跌超3%。\n\n\n你的专属投资礼包！更有百元京东卡、188元现金红包等你拿，100%中奖>>\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张海营","content":"<html><body><div>\n<div>\n<div>\n<img src=\"http://image.sinajs.cn/newchart/hk_stock/min_660/hsi.gif\"/>\n</div>\n<div>\n<div>\n<span>热点栏目</span>\n<s></s>\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n</div>\n客户端\n</div>\n</div>\n<p>　　恒指尾盘转跌，失守2万点，<span><a href=\"https://laohu8.com/S/00011\">恒生银行</a></span><span></span>、<span><a href=\"https://laohu8.com/S/HBC\">汇丰控股</a></span><span></span>跌超5%，招行跌超4%，<span><a href=\"https://laohu8.com/S/LFC\">中国人寿</a></span><span></span>、<span><a href=\"https://laohu8.com/S/601318\">中国平安</a></span><span></span>跌超3%。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/118/w550h368/20220426/9a80-ad9ac0085a9cc01969807efe3eccdd3a.png\"/><span></span></div>\n<div>\n<span>你的专属投资礼包！更有百元<a href=\"https://laohu8.com/S/JD\">京东</a>卡、188元现金红包等你拿，100%中奖&gt;&gt;</span>\n<img src=\"\"/>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经APP</div>\n</div>\n<p>责任编辑：张海营 </p>\n</div></body></html>","source":"sina","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>恒指尾盘转跌失守2万点 大金融股走跌汇丰控股、恒生银行跌超5%</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恒指尾盘转跌失守2万点 大金融股走跌汇丰控股、恒生银行跌超5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-26 15:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/hkstock/marketalerts/2022-04-26/doc-imcwipii6567414.shtml><strong>新浪港股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　恒指尾盘转跌，失守2万点，恒生银行、汇丰控股跌超5%，招行跌超4%，中国人寿、中国平安跌超3%。\n\n\n你的专属投资礼包！更有百元京东卡、188元现金红包等你拿，100%中奖>>\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张海营</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/marketalerts/2022-04-26/doc-imcwipii6567414.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"513600":"恒生指数ETF","BK1572":"香港银行股","HSTECH":"恒生科技指数","02833":"恒指ETF","HSI":"恒生指数","BK1601":"香港本地股","BK1231":"综合性银行","03143":"华夏香港银行股","00011":"恒生银行","BK1521":"挪威政府全球养老基金持仓"},"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2022-04-26/doc-imcwipii6567414.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2230743041","content_text":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　恒指尾盘转跌，失守2万点，恒生银行、汇丰控股跌超5%，招行跌超4%，中国人寿、中国平安跌超3%。\n\n\n你的专属投资礼包！更有百元京东卡、188元现金红包等你拿，100%中奖>>\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张海营","news_type":1},"isVote":1,"tweetType":1,"viewCount":1644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618317938,"gmtCreate":1650870073729,"gmtModify":1650870073729,"author":{"id":"3553490377922772","authorId":"3553490377922772","name":"唐小生","avatar":"https://static.tigerbbs.com/c03527155f2ccb99a84754e9c6c07505","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553490377922772","authorIdStr":"3553490377922772"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a>想想就好！","listText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a>想想就好！","text":"$恒生指数(HSI)$想想就好！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618317938","isVote":1,"tweetType":1,"viewCount":1586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":611869686,"gmtCreate":1650422818252,"gmtModify":1650422818252,"author":{"id":"3553490377922772","authorId":"3553490377922772","name":"唐小生","avatar":"https://static.tigerbbs.com/c03527155f2ccb99a84754e9c6c07505","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553490377922772","authorIdStr":"3553490377922772"},"themes":[],"htmlText":"14年药出不了，证明他早点退了，是对企业好！","listText":"14年药出不了，证明他早点退了，是对企业好！","text":"14年药出不了，证明他早点退了，是对企业好！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/611869686","repostId":"2228998885","repostType":2,"repost":{"id":"2228998885","kind":"highlight","pubTimestamp":1650359997,"share":"https://www.laohu8.com/m/news/2228998885?lang=&edition=full","pubTime":"2022-04-19 17:19","market":"hk","language":"zh","title":"创始人坚守14载后选择辞职，昔日明星嘉和生物到底发生了什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=2228998885","media":"界面新闻","summary":"　　4月14日，港股上市公司嘉和生物公告称，周新华决定辞去集团总裁、执行董事的职位，自2022年4月15日起生效。　　作为公司创始人，嘉和生物公告并未明确解释周新华的离职原因。　　周新华对外的身份一直是嘉和生物的创始人，据企业招股书披露，他于2008年10月作为嘉和生物的首席执行官加入公司，都如今辞职，周新华在嘉和生物的履职时长将近14年。在嘉和生物期间，周新华主要负责公司整体研发策略及执行以及业务方向。","content":"<div>\n<p>图片来源：视觉中国\n　　记者 | 黄华\n　　编辑 | 谢欣\n　　4月14日，港股上市公司嘉和生物公告称，周新华决定辞去集团总裁、执行董事的职位，自2022年4月15日起生效。\n　　作为公司创始人，嘉和生物公告并未明确解释周新华的离职原因。仅表示，周新华决定投放更多时间于其他事务，并无就其辞任对公司提出任何索偿，且与董事会之间并无意见分歧。\n　　从2008年周新华加入嘉和生物创业团队，到如今离开，...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2022-04-19/doc-imcwipii5219895.shtml\">Web Link</a>\n\n</div>\n","source":"highlight_sina","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\" 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href=https://finance.sina.com.cn/jjxw/2022-04-19/doc-imcwipii5219895.shtml><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>图片来源：视觉中国\n　　记者 | 黄华\n　　编辑 | 谢欣\n　　4月14日，港股上市公司嘉和生物公告称，周新华决定辞去集团总裁、执行董事的职位，自2022年4月15日起生效。\n　　作为公司创始人，嘉和生物公告并未明确解释周新华的离职原因。仅表示，周新华决定投放更多时间于其他事务，并无就其辞任对公司提出任何索偿，且与董事会之间并无意见分歧。\n　　从2008年周新华加入嘉和生物创业团队，到如今离开，...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2022-04-19/doc-imcwipii5219895.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1161":"生物科技","BK1574":"生物医药B类股","06998":"嘉和生物-B","BK1583":"高瓴概念"},"source_url":"https://finance.sina.com.cn/jjxw/2022-04-19/doc-imcwipii5219895.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2228998885","content_text":"图片来源：视觉中国\n　　记者 | 黄华\n　　编辑 | 谢欣\n　　4月14日，港股上市公司嘉和生物公告称，周新华决定辞去集团总裁、执行董事的职位，自2022年4月15日起生效。\n　　作为公司创始人，嘉和生物公告并未明确解释周新华的离职原因。仅表示，周新华决定投放更多时间于其他事务，并无就其辞任对公司提出任何索偿，且与董事会之间并无意见分歧。\n　　从2008年周新华加入嘉和生物创业团队，到如今离开，嘉和生物几经动荡，虽然终于成功上市，但受内部股东频繁变更等因素影响，如今嘉和生物也从昔日的明星创新药企渐渐落后于创新药第一梯队。\n　　坎坷14年\n　　周新华对外的身份一直是嘉和生物的创始人，据企业招股书披露，他于2008年10月作为嘉和生物的首席执行官加入公司，都如今辞职，周新华在嘉和生物的履职时长将近14年。\n　　从2019年5月20日起，周新华获任为嘉和生物总裁兼首席科学家。在嘉和生物期间，周新华主要负责公司整体研发策略及执行以及业务方向。\n　　在加入嘉和生物之前，周新华在生物制药标杆企业安进（Amgen）担任研究员，后升任工艺开发部科学总监，重点监督工艺研究。而他的许多老同事后来都成为了中国创新药企的创始人。此外，周新华此前还担任过沃森生物副总裁。\n　　当时的嘉和生物还叫做上海欣润药业，由惠生集团出资设立。成立之初，其立志成为生物制药领军公司，而在早期，周新华主要承担了加速嘉和生物单抗生物药开发的任务。在当时，嘉和生物雄心勃勃的产品线瞄准了罗氏的贺赛汀、安维汀、艾伯维的修美乐以及强生的英夫利昔单抗等多款重磅生物药的类似药产品，十分吸睛。\n　　在当时，嘉和生物也被认为是一家明星创新药企，颇被行业看好，但接下来，股东层面的一系列变故使得嘉和生物被大大拖慢了脚步。\n　　2013年，有着“大生物”梦想的云南疫苗企业沃森生物以2.92亿元从嘉和生物原股东手中买下嘉和生物控股权，成为占比超60%的单一大股东。随后，阳光人寿保险等3位战略投资人也导入5亿元注资。\n　　但五年后，先是阳光人寿和东海证券在2018年将持有的嘉和生物股份转给了上市公司康恩贝和福建国资背景的华兴康平，而大股东沃森生物不但没有优先收购，反而也向康恩贝卖出了部分嘉和生物股权。随后，四处投资的临床CRO老大泰格医药又出手，用旗下两个并购基金向嘉和生物增资。\n　　2018年中，沃森生物宣布交出嘉和生物的控股权，嘉和生物的新主人成为四处“扫货”的高瓴资本，高瓴资本还向华兴康平等机构继续收购嘉和生物的股权，最终实现了对嘉和生物的控股。而康恩贝和沃森生物的持股比例也进一步下降，同一阶段，泰格医药旗下的投资基金则是喝到了“肉汤”。\n　　随后的两年里，嘉和生物经历了两轮融资，最终到IPO后，高瓴资本通过HHJH和HMHealthcare持有嘉和生物总股本稀释至29.38%，但仍为最大股东。\n　　但是在这十年间，嘉和生物多个产品临床进展缓慢，开始逐步被信达生物、复宏汉霖等同行甩开差距，业内普遍声音认为，股东层面的频繁变更与意见不一，是拖累嘉和生物的最主要原因。\n　　路在何方？\n　　等到周新华离职之际，嘉和生物依然只有一款产品获批。\n　　2022年3月，嘉和生物的英夫利西单抗生物类似药（GB242，商品名佳佑健）终于获批。它是一款TNF-α抗体药，用来治疗一系列免疫系统疾病，包括类风湿关节炎、强直性脊柱炎、银屑病、成人溃疡性结肠炎、成人及6岁以上儿童克罗恩病、瘘管性克罗恩病。\n　　不过，虽然英夫利西单抗在全球也是一款“重磅炸弹”级的产品，但在治疗手段越来越丰富的自身免疫性疾病领域，英夫利西单抗即干不过老大哥阿达木单抗、还面临着多个后来小弟的挑战。\n　　而在中国市场，英夫利西单抗的表现也缺乏亮点。2020年，在中国公立医疗机构终端，该产品销售额约5亿元，同期，阿达木单抗是10亿元。并且在嘉和生物的英夫利西单抗上市之前，国内已有海正药业、迈博药业的同款类似药获批，嘉和生物早已没了先发优势。\n　　在嘉和生物上市时，公司曾展示了一系列明星靶点的候选产品，如CDK4/6、HER2、PD-1等等。只是，上市两年后，对比公司最新的财报与招股书中产品的研发进度却并无显著突破。据嘉和生物2021年业绩报显示，其多数产品处于临床早期，仅有GB491（Lerociclib，口服CDK4/6抑制剂）、GB241（利妥昔单抗、CD20）、GB221（HER2）进入3期临床。\n　　而在研发停滞不前的同一时间，医药市场的格局显然已经发生变化，纷纷获批的国产PD-1与它们的“白菜价”就是例子。2020年7月，嘉和生物在向国家药监局提交新药PD-1单抗杰洛利单抗（Geptanolimab ，GB226）的上市申请，但至今仍未获批。\n　　这款药原本的获批预计时间是2021年三季度。彼时嘉和生物还发布了相关招聘信息。而随着国内PD-1厂商越来越“杀红了眼”，留给嘉和生物的时间已经不多了。\n　　压力之下，嘉和生物也在尝试开发一些双特异性抗体、三特异性抗体的产品，试图抢占先机。但是，更早期的研发不仅意味着漫长的时间与经济投入，也意味着更高的风险。而在财务面上，由于没有产品收入做支撑，嘉和生物亏损是源源不断的。2018年-2021年，其亏损额为2.9亿元、5.2亿元、30.32亿元、8.65亿元。\n　　而在二级市场上，IPO时嘉和生物曾凭借着“高瓴持股”的巨大吸引力获得了约1247倍的超额认购，一手中签率仅3%，上市首日一度涨超30%，火爆程度可见一斑，但这却已成为嘉和生物迄今为止最后的高光时刻。\n　　上市仅两个月后，嘉和生物的股价就已经下跌近30%。而在接下来的两年，公司股价更是持续下跌。截至2022年4月19日开盘，嘉和生物报收4.17港元/股，总市值仅有21亿港元出头，与上市之初相比，市值已经蒸发超100亿港元。\n　　这背后，高瓴资本在嘉和生物上市后的首个季度就进行了减持。据Choice金融终端显示，高瓴旗下的HHJH Holdings Limited在2020年10月7日至2020年12月31日期间减持嘉和生物1336.25万股，沃森生物持股不变；而在2020年底到2021年上半年间，高瓴资本和沃森生物持股情况不变。而在嘉和生物最新披露的2021年财报中，尚未提及十大股东持股情况。\n　　高瓴资本的减持在如今看来十分明智。与两轮融资叠加的总花费超2.5亿美元相比，若坚定持有至今，按照股份比例和嘉和生物最新总市值20亿港元出头计算，“时间的朋友”可能已经浮亏约十亿元人民币。\n　　对比之下，嘉和生物的另一名股东沃森生物就没这么好运了。由于投资失利，该公司2021年归母净利润同比下降57.36%。在接受交易所问询时，沃森生物表示，嘉和生物2020年末收盘价20港元/股，2021年末收盘价7.1港元/股，由此形成公司股权资产公允价值变动收益-4.22亿元等，致报告期内公司公允价值变动收益-2.81亿元，较同期下降200.3%。\n\n你的专属投资礼包！更有百元京东卡、188元现金红包等你拿，100%中奖>>\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1},"isVote":1,"tweetType":1,"viewCount":1910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634296713,"gmtCreate":1647503510933,"gmtModify":1647503510933,"author":{"id":"3553490377922772","authorId":"3553490377922772","name":"唐小生","avatar":"https://static.tigerbbs.com/c03527155f2ccb99a84754e9c6c07505","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553490377922772","authorIdStr":"3553490377922772"},"themes":[],"htmlText":"黎明前的黑暗，很多人都会倒下，比的是人的弱点！","listText":"黎明前的黑暗，很多人都会倒下，比的是人的弱点！","text":"黎明前的黑暗，很多人都会倒下，比的是人的弱点！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634296713","repostId":"634057028","repostType":1,"repost":{"id":634057028,"gmtCreate":1647307662143,"gmtModify":1647307662143,"author":{"id":"4087694178162710","authorId":"4087694178162710","name":"红骏马","avatar":"https://static.tigerbbs.com/b033b989e3050764b2b136aa4f7b23b7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087694178162710","authorIdStr":"4087694178162710"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02197\">$三叶草生物-B(02197)$</a>还没开盘就涨停啦","listText":"<a href=\"https://laohu8.com/S/02197\">$三叶草生物-B(02197)$</a>还没开盘就涨停啦","text":"$三叶草生物-B(02197)$还没开盘就涨停啦","images":[{"img":"https://static.tigerbbs.com/db058f5acd0b89f53e952d94a3dbdc25","width":"750","height":"1641"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634057028","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634209335,"gmtCreate":1647498379743,"gmtModify":1647498379743,"author":{"id":"3553490377922772","authorId":"3553490377922772","name":"唐小生","avatar":"https://static.tigerbbs.com/c03527155f2ccb99a84754e9c6c07505","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553490377922772","authorIdStr":"3553490377922772"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634209335","repostId":"635791004","repostType":1,"repost":{"id":635791004,"gmtCreate":1647242147957,"gmtModify":1647252597907,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"形势危急，新冠卷土重来，哪些是避险股？","htmlText":"自2020年疫情爆发以来，除了刚开始恐慌过，其他时间都在坐看欧美沦陷。习惯了动态清零带来的无忧无虑，忽然之间，国内的疫情就失控了。先是香港日增超5万，然后是深圳、上海沦陷，最后吉林爆出王炸，一日新增2千人。这个周末，无数人居家隔离，新冠恐怖重新笼罩在国人身上。如果是股民，疫情打击还要Double！今日港股继续重挫，恒指失守20000点，上一次失守还是在2016年。盘面上，互联网板块受中概股暴跌影响，今日再度大跌，京东一度大跌近15%，美团超12%，百度超17%。除此之外，地产产业链再遭暴击，融创中国、碧桂园、碧桂园服务一度逼近20%跌幅！受疫情影响严重的餐饮、航空也迎来重挫，海底捞一度大跌17%，市值破700亿港币，遥想一年前，海底捞市值还在4700亿！这轮爆锤，港股只剩下了零头，太恐怖了！在大熊市和疫情形势危急之下，疫情受益股成为避风港。A股方面，国家卫健委在3月11日发布《新冠病毒抗原检测应用方案（试行）》方案，其中提到，为进一步优化新冠病毒检测策略，服务疫情防控需要，经研究，国务院应对新型冠状病毒肺炎疫情联防联控机制综合组决定在核酸检测基础上，增加抗原检测作为补充。这意味着社区居民有自我检测需求的，可通过零售药店、网络销售平台等渠道，自行购买抗原检测试剂进行自测。紧接着在3月12日，国家药监局发布通告，批准南京诺唯赞、北京金沃夫、深圳华大因源、广州万孚生物、北京华科泰生物的新冠抗原产品自测应用申请变更。自此五款新冠抗原自测产品正式上市。在利好加持下，新冠抗原检测概念股起飞，万孚生物一度大涨18%，最近4日涨幅超58%！诺唯赞一度涨停，大涨20%。除此之外，华大基因、拓新药业、中国医药、以岭药业等新冠概念股集体大涨，成为两市少有的避风港。在港股，哪些个股是新冠受益股？首先是疫苗股，三叶草生物今日一度大涨43%，据了解，该公司旗下的重组蛋白新冠疫苗正在进行2/3期临床试验","listText":"自2020年疫情爆发以来，除了刚开始恐慌过，其他时间都在坐看欧美沦陷。习惯了动态清零带来的无忧无虑，忽然之间，国内的疫情就失控了。先是香港日增超5万，然后是深圳、上海沦陷，最后吉林爆出王炸，一日新增2千人。这个周末，无数人居家隔离，新冠恐怖重新笼罩在国人身上。如果是股民，疫情打击还要Double！今日港股继续重挫，恒指失守20000点，上一次失守还是在2016年。盘面上，互联网板块受中概股暴跌影响，今日再度大跌，京东一度大跌近15%，美团超12%，百度超17%。除此之外，地产产业链再遭暴击，融创中国、碧桂园、碧桂园服务一度逼近20%跌幅！受疫情影响严重的餐饮、航空也迎来重挫，海底捞一度大跌17%，市值破700亿港币，遥想一年前，海底捞市值还在4700亿！这轮爆锤，港股只剩下了零头，太恐怖了！在大熊市和疫情形势危急之下，疫情受益股成为避风港。A股方面，国家卫健委在3月11日发布《新冠病毒抗原检测应用方案（试行）》方案，其中提到，为进一步优化新冠病毒检测策略，服务疫情防控需要，经研究，国务院应对新型冠状病毒肺炎疫情联防联控机制综合组决定在核酸检测基础上，增加抗原检测作为补充。这意味着社区居民有自我检测需求的，可通过零售药店、网络销售平台等渠道，自行购买抗原检测试剂进行自测。紧接着在3月12日，国家药监局发布通告，批准南京诺唯赞、北京金沃夫、深圳华大因源、广州万孚生物、北京华科泰生物的新冠抗原产品自测应用申请变更。自此五款新冠抗原自测产品正式上市。在利好加持下，新冠抗原检测概念股起飞，万孚生物一度大涨18%，最近4日涨幅超58%！诺唯赞一度涨停，大涨20%。除此之外，华大基因、拓新药业、中国医药、以岭药业等新冠概念股集体大涨，成为两市少有的避风港。在港股，哪些个股是新冠受益股？首先是疫苗股，三叶草生物今日一度大涨43%，据了解，该公司旗下的重组蛋白新冠疫苗正在进行2/3期临床试验","text":"自2020年疫情爆发以来，除了刚开始恐慌过，其他时间都在坐看欧美沦陷。习惯了动态清零带来的无忧无虑，忽然之间，国内的疫情就失控了。先是香港日增超5万，然后是深圳、上海沦陷，最后吉林爆出王炸，一日新增2千人。这个周末，无数人居家隔离，新冠恐怖重新笼罩在国人身上。如果是股民，疫情打击还要Double！今日港股继续重挫，恒指失守20000点，上一次失守还是在2016年。盘面上，互联网板块受中概股暴跌影响，今日再度大跌，京东一度大跌近15%，美团超12%，百度超17%。除此之外，地产产业链再遭暴击，融创中国、碧桂园、碧桂园服务一度逼近20%跌幅！受疫情影响严重的餐饮、航空也迎来重挫，海底捞一度大跌17%，市值破700亿港币，遥想一年前，海底捞市值还在4700亿！这轮爆锤，港股只剩下了零头，太恐怖了！在大熊市和疫情形势危急之下，疫情受益股成为避风港。A股方面，国家卫健委在3月11日发布《新冠病毒抗原检测应用方案（试行）》方案，其中提到，为进一步优化新冠病毒检测策略，服务疫情防控需要，经研究，国务院应对新型冠状病毒肺炎疫情联防联控机制综合组决定在核酸检测基础上，增加抗原检测作为补充。这意味着社区居民有自我检测需求的，可通过零售药店、网络销售平台等渠道，自行购买抗原检测试剂进行自测。紧接着在3月12日，国家药监局发布通告，批准南京诺唯赞、北京金沃夫、深圳华大因源、广州万孚生物、北京华科泰生物的新冠抗原产品自测应用申请变更。自此五款新冠抗原自测产品正式上市。在利好加持下，新冠抗原检测概念股起飞，万孚生物一度大涨18%，最近4日涨幅超58%！诺唯赞一度涨停，大涨20%。除此之外，华大基因、拓新药业、中国医药、以岭药业等新冠概念股集体大涨，成为两市少有的避风港。在港股，哪些个股是新冠受益股？首先是疫苗股，三叶草生物今日一度大涨43%，据了解，该公司旗下的重组蛋白新冠疫苗正在进行2/3期临床试验","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635791004","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635639864,"gmtCreate":1646968510315,"gmtModify":1646968510315,"author":{"id":"3553490377922772","authorId":"3553490377922772","name":"唐小生","avatar":"https://static.tigerbbs.com/c03527155f2ccb99a84754e9c6c07505","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553490377922772","authorIdStr":"3553490377922772"},"themes":[],"htmlText":"没有的，大势美机构说的算。","listText":"没有的，大势美机构说的算。","text":"没有的，大势美机构说的算。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repost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10:36","market":"hk","language":"zh","title":"港股内房股走低，融创中国跌超6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1178302393","media":"老虎资讯综合","summary":"1月17日，港股内房股走低，融创中国跌超6%，碧桂园跌超5%，禹洲集团、雅居乐集团、融信中国跌超4%，龙光集团、佳兆业集团、中国奥园跌超3%","content":"<html><head></head><body><p>1月17日，港股内房股走低，<a href=\"https://laohu8.com/S/01918\">融创中国</a>跌超6%，<a href=\"https://laohu8.com/S/02007\">碧桂园</a>跌超5%，<a href=\"https://laohu8.com/S/01628\">禹洲集团</a>、<a href=\"https://laohu8.com/S/03383\">雅居乐集团</a>、<a href=\"https://laohu8.com/S/03301\">融信中国</a>跌超4%，<a href=\"https://laohu8.com/S/03380\">龙光集团</a>、<a href=\"https://laohu8.com/S/01638\">佳兆业集团</a>、<a href=\"https://laohu8.com/S/03883\">中国奥园</a>跌超3%</p><p><img src=\"https://static.tigerbbs.com/8ef8f2b27b877d5cc64402ab9bc46557\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>","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港股内房股走低，融创中国跌超6%\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\">2022-01-17 10:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月17日，港股内房股走低，<a href=\"https://laohu8.com/S/01918\">融创中国</a>跌超6%，<a href=\"https://laohu8.com/S/02007\">碧桂园</a>跌超5%，<a href=\"https://laohu8.com/S/01628\">禹洲集团</a>、<a href=\"https://laohu8.com/S/03383\">雅居乐集团</a>、<a href=\"https://laohu8.com/S/03301\">融信中国</a>跌超4%，<a href=\"https://laohu8.com/S/03380\">龙光集团</a>、<a href=\"https://laohu8.com/S/01638\">佳兆业集团</a>、<a href=\"https://laohu8.com/S/03883\">中国奥园</a>跌超3%</p><p><img src=\"https://static.tigerbbs.com/8ef8f2b27b877d5cc64402ab9bc46557\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c3c5822c22b6cfd1d0ae2625b7bc085e","relate_stocks":{"BK1240":"房地产开发","01918":"融创中国","BK1555":"内房股","BK1521":"挪威政府全球养老基金持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178302393","content_text":"1月17日，港股内房股走低，融创中国跌超6%，碧桂园跌超5%，禹洲集团、雅居乐集团、融信中国跌超4%，龙光集团、佳兆业集团、中国奥园跌超3%","news_type":1},"isVote":1,"tweetType":1,"viewCount":964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694540296,"gmtCreate":1642054186369,"gmtModify":1642054186369,"author":{"id":"3553490377922772","authorId":"3553490377922772","name":"唐小生","avatar":"https://static.tigerbbs.com/c03527155f2ccb99a84754e9c6c07505","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553490377922772","authorIdStr":"3553490377922772"},"themes":[],"htmlText":"房地产真的要倒？，会不会象当年日本房地产那样子？","listText":"房地产真的要倒？，会不会象当年日本房地产那样子？","text":"房地产真的要倒？，会不会象当年日本房地产那样子？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694540296","repostId":"2203752882","repostType":2,"repost":{"id":"2203752882","kind":"highlight","pubTimestamp":1642052545,"share":"https://www.laohu8.com/m/news/2203752882?lang=&edition=full","pubTime":"2022-01-13 13:42","market":"hk","language":"zh","title":"恒生科技指数跌2% 地产股、中概互联网股领跌 融创中国一度跌超20%","url":"https://stock-news.laohu8.com/highlight/detail?id=2203752882","media":"华尔街见闻","summary":"1月13日周四，早盘指数走势分化，午后恒生科技指数跌幅扩大至2%。 盘面上，地产股普跌，中概互联网股明显回调。","content":"<html><body><p>1月13日周四，早盘指数走势分化，截止午间收盘，恒生指数涨0.08%，恒生科技指数下跌1.48%。</p> <p>午后恒生科技指数跌幅扩大至2%。 </p> <p><img src=\"https://wpimg.wallstcn.com/a95f79cc-2731-48e2-8001-1dc186c4bbe4.png\"/></p> <p>盘面上，地产股、中概互联网股明显回调。</p> <p><strong>地产股普跌下跌。</strong>盘中<a href=\"https://laohu8.com/S/01918\">融创中国</a>一度跌超20%，雅居乐跌超10%，<a href=\"https://laohu8.com/S/00813\">世茂集团</a>、碧桂园跌超7%。</p> <p><img src=\"https://wpimg.wallstcn.com/597476cb-7bb2-42ff-9be9-b58abcac88ea.png\"/></p> <p><strong>中概互联网股跌幅较多。</strong><a href=\"https://laohu8.com/S/00241\">阿里健康</a>跌超5%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌近5%，京东跌超4%。</p> <p><img src=\"https://wpimg.wallstcn.com/b0116f3b-4a43-4c10-857d-b5bf154389ea.png\"/></p></body></html>","source":"wallstreetcn_api","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>恒生科技指数跌2% 地产股、中概互联网股领跌 融创中国一度跌超20%</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{ 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}\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恒生科技指数跌2% 地产股、中概互联网股领跌 融创中国一度跌超20%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-13 13:42 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3649600><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月13日周四，早盘指数走势分化，截止午间收盘，恒生指数涨0.08%，恒生科技指数下跌1.48%。 午后恒生科技指数跌幅扩大至2%。   盘面上，地产股、中概互联网股明显回调。 地产股普跌下跌。盘中融创中国一度跌超20%，雅居乐跌超10%，世茂集团、碧桂园跌超7%。  中概互联网股跌幅较多。阿里健康跌超5%，哔哩哔哩跌近5%，京东跌超4%。</p>\n\n<a href=\"https://wallstreetcn.com/articles/3649600\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a7ed81b1e72df2f2f0f21497fe08eaed","relate_stocks":{"159607":"中概互联","HSTECH":"恒生科技指数","BK1240":"房地产开发","01918":"融创中国","BK1555":"内房股","BK1521":"挪威政府全球养老基金持仓"},"source_url":"https://wallstreetcn.com/articles/3649600","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2203752882","content_text":"1月13日周四，早盘指数走势分化，截止午间收盘，恒生指数涨0.08%，恒生科技指数下跌1.48%。 午后恒生科技指数跌幅扩大至2%。   盘面上，地产股、中概互联网股明显回调。 地产股普跌下跌。盘中融创中国一度跌超20%，雅居乐跌超10%，世茂集团、碧桂园跌超7%。  中概互联网股跌幅较多。阿里健康跌超5%，哔哩哔哩跌近5%，京东跌超4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691748517,"gmtCreate":1640251255258,"gmtModify":1640251255258,"author":{"id":"3553490377922772","authorId":"3553490377922772","name":"唐小生","avatar":"https://static.tigerbbs.com/c03527155f2ccb99a84754e9c6c07505","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553490377922772","authorIdStr":"3553490377922772"},"themes":[],"htmlText":"跟一个车很象","listText":"跟一个车很象","text":"跟一个车很象","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691748517","repostId":"1149032417","repostType":2,"isVote":1,"tweetType":1,"viewCount":1177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699085936,"gmtCreate":1639723034933,"gmtModify":1639723034933,"author":{"id":"3553490377922772","authorId":"3553490377922772","name":"唐小生","avatar":"https://static.tigerbbs.com/c03527155f2ccb99a84754e9c6c07505","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553490377922772","authorIdStr":"3553490377922772"},"themes":[],"htmlText":"恒指没有那么快止跌。","listText":"恒指没有那么快止跌。","text":"恒指没有那么快止跌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699085936","repostId":"2192667928","repostType":2,"repost":{"id":"2192667928","kind":"news","pubTimestamp":1639704564,"share":"https://www.laohu8.com/m/news/2192667928?lang=&edition=full","pubTime":"2021-12-17 09:29","market":"us","language":"zh","title":"郭思治: 大市昨先跌後倒升  似初呈回稳之势","url":"https://stock-news.laohu8.com/highlight/detail?id=2192667928","media":"AAFN","summary":"从年图上看，去年9月25日低位23,124点与本月16日低位23,155点该属同一水平，即技术上似有机会形成跨年份之双底，但必需待恒指成功重越10天线并稳守其上之後，方可初步确认此点，谈到此，首先当需留意一众重磅恒指成份股之表现而定，如腾讯  ，阿里-SW  ，美团-W  等，另外，汇控  ，友邦  ，港交所  及中国平安  等之表现亦相当关键。~阿思达克财经新闻网址: www.aastocks.com","content":"<html><body><p>香港股票分析师协会副主席郭思治称，经过连跌多天後，大市昨(16日)终见技术性喘定及後抽，恒指昨早市先低开133点至23,287点，其後在零碎沽压涌现下越跌越深，恒指於午後三时左右更一度低见23,155点，即其时大市已曾急跌265点，且恒指亦创月内及年内之新低，惟正当市场开始呈恐慌情绪之时，维稳买盘渐现，故整个大市卒开始在缓步中逐渐回升，恒指其後更一度倒升106点至23,526点，大市最後报收23,475点，较上日升54点，全日总成交金额为1,381亿元，经昨天早市之急跌，本月大市之形态现已扭转成先高而後低，恒指暂是由13日之高位24,385点跌至16日之低位23,155点，即月内之波幅已扩阔至1,230点，由於一个月之高低位是不该同时出现於四个交易日之内，加上1,230点之波幅亦未必能满足月内之所需，故在本月余下之交易日，理论上该有更大之波幅点出现。从年图上看，去年9月25日低位23,124点与本月16日低位23,155点该属同一水平，即技术上似有机会形成跨年份之双底，但必需待恒指成功重越10天线(23,783点)并稳守其上之後，方可初步确认此点，谈到此，首先当需留意一众重磅恒指成份股之表现而定，如<a href=\"https://laohu8.com/S/00700\">腾讯</a>  ，阿里-SW  ，<a href=\"https://laohu8.com/S/03690\">美团-W</a>  等，另外，汇控  ，友邦  ，港交所  及<a href=\"https://laohu8.com/S/601318\">中国平安</a>  等之表现亦相当关键。(笔者为证监会持牌人)~阿思达克财经新闻网址: www.aastocks.com</p></body></html>","source":"aastocks","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>郭思治: 大市昨先跌後倒升  似初呈回稳之势</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郭思治: 大市昨先跌後倒升  似初呈回稳之势\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-17 09:29 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=.HK.211217_092924&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0><strong>AAFN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>香港股票分析师协会副主席郭思治称，经过连跌多天後，大市昨(16日)终见技术性喘定及後抽，恒指昨早市先低开133点至23,287点，其後在零碎沽压涌现下越跌越深，恒指於午後三时左右更一度低见23,155点，即其时大市已曾急跌265点，且恒指亦创月内及年内之新低，惟正当市场开始呈恐慌情绪之时，维稳买盘渐现，故整个大市卒开始在缓步中逐渐回升，恒指其後更一度倒升106点至23,526点，大市最後报收23,...</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=.HK.211217_092924&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/528f1b5f95c1aa85d740d858963e7e8f","relate_stocks":{"513600":"恒生指数ETF","BK1586":"云计算","BK1095":"互动媒体与服务","00700":"腾讯控股","BK1521":"挪威政府全球养老基金持仓","00005":"汇丰控股","01299":"友邦保险","BK1591":"就地过年概念","03690":"美团-W","BK1502":"双十一","BK1608":"元宇宙概念","BK1517":"云办公","BK1589":"北水核心资产","BK1531":"手游股","00388":"香港交易所","09988":"阿里巴巴-W","HSI":"恒生指数","BK1526":"科网股","TCEHY":"腾讯控股ADR","02318":"中国平安","02833":"恒指ETF"},"source_url":"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=.HK.211217_092924&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0","is_english":false,"share_image_url":"https://static.laohu8.com/51f6b9126f36f92bbf92982596066e5a","article_id":"2192667928","content_text":"香港股票分析师协会副主席郭思治称，经过连跌多天後，大市昨(16日)终见技术性喘定及後抽，恒指昨早市先低开133点至23,287点，其後在零碎沽压涌现下越跌越深，恒指於午後三时左右更一度低见23,155点，即其时大市已曾急跌265点，且恒指亦创月内及年内之新低，惟正当市场开始呈恐慌情绪之时，维稳买盘渐现，故整个大市卒开始在缓步中逐渐回升，恒指其後更一度倒升106点至23,526点，大市最後报收23,475点，较上日升54点，全日总成交金额为1,381亿元，经昨天早市之急跌，本月大市之形态现已扭转成先高而後低，恒指暂是由13日之高位24,385点跌至16日之低位23,155点，即月内之波幅已扩阔至1,230点，由於一个月之高低位是不该同时出现於四个交易日之内，加上1,230点之波幅亦未必能满足月内之所需，故在本月余下之交易日，理论上该有更大之波幅点出现。从年图上看，去年9月25日低位23,124点与本月16日低位23,155点该属同一水平，即技术上似有机会形成跨年份之双底，但必需待恒指成功重越10天线(23,783点)并稳守其上之後，方可初步确认此点，谈到此，首先当需留意一众重磅恒指成份股之表现而定，如腾讯 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16:33","market":"us","language":"zh","title":"“海底捞”又摊上事了！","url":"https://stock-news.laohu8.com/highlight/detail?id=2189630436","media":"中国基金报","summary":"“海底捞”摊上事了！在海底捞用餐时，吃到一盘疑似变质的五花肉，回家后出现呕吐腹泻的情况。6日下午消费者小史向记者反映了他在江西南昌海底捞盈石广场店消费的糟心经历用餐时吃到疑似变质的五花肉小史告诉记者，...","content":"<div>\n<p>“海底捞”摊上事了！在海底捞用餐时，吃到一盘疑似变质的五花肉，回家后出现呕吐腹泻的情况。6日下午消费者小史向记者反映了他在江西南昌海底捞盈石广场店消费的糟心经历　　用餐时吃到疑似变质的五花肉　　小史告诉记者，12月6日凌晨，他和朋友两个人来到盈石广场五楼的海底捞火锅用餐。在吃火锅时，小史发现一盘快吃完的五花肉中，有几片五花肉颜色较深。　　“刚吃的时候肉片上有一层冰霜，看不出来，冰霜解冻后，就发现肉...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202112082207221998.html\">Web Link</a>\n\n</div>\n","source":"stock_eastmoney","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>“海底捞”又摊上事了！</title>\n<style 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href=\"http://finance.eastmoney.com/a/202112082207221998.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/23f2c25e060d113f3768c45cafc16292","relate_stocks":{"BK1583":"高瓴概念","06862":"海底捞","BK1604":"节假日概念","BK1591":"就地过年概念","BK1589":"北水核心资产","BK1233":"餐馆"},"source_url":"http://finance.eastmoney.com/a/202112082207221998.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2189630436","content_text":"“海底捞”摊上事了！在海底捞用餐时，吃到一盘疑似变质的五花肉，回家后出现呕吐腹泻的情况。6日下午消费者小史向记者反映了他在江西南昌海底捞盈石广场店消费的糟心经历　　用餐时吃到疑似变质的五花肉　　小史告诉记者，12月6日凌晨，他和朋友两个人来到盈石广场五楼的海底捞火锅用餐。在吃火锅时，小史发现一盘快吃完的五花肉中，有几片五花肉颜色较深。　　“刚吃的时候肉片上有一层冰霜，看不出来，冰霜解冻后，就发现肉的颜色不对，有点发黑。”小史告诉记者，见状他立即找来服务员，服务员查看后离开了一会，随后过来告知小史肉片变色是氧化造成的，并将剩下的五花肉端走了。“因为经常在海底捞消费，是海底捞的最高等级会员，这家店去得又比较多，跟店里很熟，所以当时也没太在意。”　　当天凌晨2点多，小史准备买单时，海底捞的工作人员表示对他当餐的消费进行免单。小史告知了海底捞，如自己身体有不适，海底捞要负责。海底捞这边也承诺后续有什么问题可以与他们联系。　　出现呕吐腹泻前往医院治疗　　6日凌晨4时许，小史出现了呕吐腹泻的情况，但和他一同在海底捞用餐的朋友，因为没吃五花肉，所以没有出现身体不适的情况。因腹泻情况一直不见好转，6日下午，小史前往了南昌大学第一附属医院，经检验，小史粪便隐血，医生诊断为肠胃炎。　　小史怀疑，自己是吃了海底捞的变质五花肉造成呕吐腹泻的。他随即来到店里讨说法。但海底捞只同意支付小史的医药费，并不答应进行赔偿。无奈之下，小史拨打了报警电话。警方来到现场后，要求店内保留监控视频，并让小史拨打12315投诉。12315让小史前往当地市监部门反映情况。　　经市监调解双方协商一致　　上午10点30分，记者陪同小史来到海底捞盈石广场门店。该店大堂经理左经理表示，对于小史的情况他感到非常抱歉，但因没有明确证据表明是海底捞店内食物造成的，他们公司只能支付医药费，不能进行赔偿。　　对于小史提出的“当时为什么急速撤走了可以作为证据的的五花肉？五花肉为什么变色？”这些疑问，左经理表示，肉变色有多种可能，并建议小史前往相关部门维权，公司愿意配合检查。　　随后，小史来到了位于岔道口东路的西湖区市场监督管理局丁公路分局。该局工作人员在听取了小史的投诉及意见后，将海底捞的负责人叫到了分局，对该投诉案件进行调解。　　经过调解，双方最终协商一致：由海底捞支付小史的医药费，并用500元储值卡的赔偿方式，赔偿和补偿小史已经产生及将会产生的直接、间接的损失及费用。 （文章来源：中国基金报）","news_type":1},"isVote":1,"tweetType":1,"viewCount":1187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609162558,"gmtCreate":1638253466778,"gmtModify":1638253835262,"author":{"id":"3553490377922772","authorId":"3553490377922772","name":"唐小生","avatar":"https://static.tigerbbs.com/c03527155f2ccb99a84754e9c6c07505","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553490377922772","authorIdStr":"3553490377922772"},"themes":[],"htmlText":"中国把紧国关，防控隔离！","listText":"中国把紧国关，防控隔离！","text":"中国把紧国关，防控隔离！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609162558","repostId":"2187358856","repostType":2,"isVote":1,"tweetType":1,"viewCount":1277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":161804340,"gmtCreate":1623915415380,"gmtModify":1623915415380,"author":{"id":"3553490377922772","authorId":"3553490377922772","name":"唐小生","avatar":"https://static.tigerbbs.com/c03527155f2ccb99a84754e9c6c07505","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553490377922772","idStr":"3553490377922772"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/06666\">$恒大物业(06666)$</a>静坐风云起，一朝飞上天，谁言不认股！","text":"$恒大物业(06666)$静坐风云起，一朝飞上天，谁言不认股！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/161804340","isVote":1,"tweetType":1,"viewCount":1598,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3540273886296536","authorId":"3540273886296536","name":"Michelle2020","avatar":"https://static.tigerbbs.com/3e710e6f4048c85f9f217084acdd37db","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3540273886296536","idStr":"3540273886296536"},"content":"还能上去吗？[流泪]","text":"还能上去吗？[流泪]","html":"还能上去吗？[流泪]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":167881608,"gmtCreate":1624258747904,"gmtModify":1624258747904,"author":{"id":"3553490377922772","authorId":"3553490377922772","name":"唐小生","avatar":"https://static.tigerbbs.com/c03527155f2ccb99a84754e9c6c07505","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553490377922772","idStr":"3553490377922772"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06666\">$恒大物业(06666)$</a>恒大地产本周提前还15亿美元外债！","listText":"<a 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brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1624250289,"share":"https://www.laohu8.com/m/news/2145208803?lang=&edition=full","pubTime":"2021-06-21 12:38","market":"hk","language":"en","title":"China, Hong Kong stocks fall after Fed's surprise turn","url":"https://stock-news.laohu8.com/highlight/detail?id=2145208803","media":"Reuters","summary":"* SSEC -0.2%, CSI300 -0.6%, HSI -1.4%\n* HK->Shanghai Connect daily quota used -1.7%, Shanghai->HK da","content":"<p>* SSEC -0.2%, CSI300 -0.6%, HSI -1.4%</p>\n<p>* HK-&gt;Shanghai Connect daily quota used -1.7%, Shanghai-&gt;HK daily quota used 0.5%</p>\n<p>* FTSE China A50 -1.1%</p>\n<p>SHANGHAI, June 21 (Reuters) - China and Hong Kong stocks fell on Monday, tracking other Asian markets, as investors continued to ponder the implications of the U.S. Federal Reserve's surprise hawkish shift last week.</p>\n<p>** The CSI300 index fell 0.6% to 5,073.36 points at the end of the morning session, while the Shanghai Composite Index dipped 0.2% to 3,517.17 points.</p>\n<p>** The Hang Seng index dropped 1.4% to 28,413.42 points, while the Hong Kong China Enterprises Index fell 1.1% to 10,533.91.</p>\n<p>** Around the region, MSCI's Asia ex-Japan stock index&nbsp;was weaker by 1.36%, while Japan's Nikkei index&nbsp;was down 3.59%.</p>\n<p>** U.S. St. Louis Federal Reserve President James Bullard said on Friday that the U.S. central bank's shift towards a faster tightening of monetary policy was a \"natural\" response to economic growth and particularly inflation moving quicker than expected as the country reopens from the COVID-19 pandemic.</p>\n<p>** Analysts said a hawkish Fed could lead to a stronger dollar and a weaker yuan, pressuring on the A-share market by prompting foreign outflows.</p>\n<p>** The A-share market will be under heavy pressure against a backdrop of a strong dollar, said Yan Kaiwen, an analyst with China Fortune Securities.</p>\n<p>** Investors on Monday sold a net 764 million yuan ($118.14 million) worth of A-shares via the Stock Connect linking mainland and Hong Kong, according to Refinitiv data.</p>\n<p>** Meanwhile, the dollar held near multi-month peaks against other major currencies on Monday.</p>\n<p>** China kept its benchmark lending rate for corporate and household loans unchanged for the 14th straight month at its June fixing on Monday, in line with market expectations.</p>\n<p>** The Financial News, backed by the Peoples Bank of China (PBOC), on Sunday advised against speculating about liquidity tightening and policy direction, saying such action can mislead and roil markets.</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\" 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style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-21 12:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* SSEC -0.2%, CSI300 -0.6%, HSI -1.4%</p>\n<p>* HK-&gt;Shanghai Connect daily quota used -1.7%, Shanghai-&gt;HK daily quota used 0.5%</p>\n<p>* FTSE China A50 -1.1%</p>\n<p>SHANGHAI, June 21 (Reuters) - China and Hong Kong stocks fell on Monday, tracking other Asian markets, as investors continued to ponder the implications of the U.S. Federal Reserve's surprise hawkish shift last week.</p>\n<p>** The CSI300 index fell 0.6% to 5,073.36 points at the end of the morning session, while the Shanghai Composite Index dipped 0.2% to 3,517.17 points.</p>\n<p>** The Hang Seng index dropped 1.4% to 28,413.42 points, while the Hong Kong China Enterprises Index fell 1.1% to 10,533.91.</p>\n<p>** Around the region, MSCI's Asia ex-Japan stock index&nbsp;was weaker by 1.36%, while Japan's Nikkei index&nbsp;was down 3.59%.</p>\n<p>** U.S. St. Louis Federal Reserve President James Bullard said on Friday that the U.S. central bank's shift towards a faster tightening of monetary policy was a \"natural\" response to economic growth and particularly inflation moving quicker than expected as the country reopens from the COVID-19 pandemic.</p>\n<p>** Analysts said a hawkish Fed could lead to a stronger dollar and a weaker yuan, pressuring on the A-share market by prompting foreign outflows.</p>\n<p>** The A-share market will be under heavy pressure against a backdrop of a strong dollar, said Yan Kaiwen, an analyst with China Fortune Securities.</p>\n<p>** Investors on Monday sold a net 764 million yuan ($118.14 million) worth of A-shares via the Stock Connect linking mainland and Hong Kong, according to Refinitiv data.</p>\n<p>** Meanwhile, the dollar held near multi-month peaks against other major currencies on Monday.</p>\n<p>** China kept its benchmark lending rate for corporate and household loans unchanged for the 14th straight month at its June fixing on Monday, in line with market expectations.</p>\n<p>** The Financial News, backed by the Peoples Bank of China (PBOC), on Sunday advised against speculating about liquidity tightening and policy direction, saying such action can mislead and roil markets.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09999":"网易-S","HSBC":"汇丰","HSBA.UK":"汇丰控股有限公司","03143":"华夏香港银行股","00175":"吉利汽车","00005":"汇丰控股","00981":"中芯国际"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145208803","content_text":"* SSEC -0.2%, CSI300 -0.6%, HSI -1.4%\n* HK->Shanghai Connect daily quota used -1.7%, Shanghai->HK daily quota used 0.5%\n* FTSE China A50 -1.1%\nSHANGHAI, June 21 (Reuters) - China and Hong Kong stocks fell on Monday, tracking other Asian markets, as investors continued to ponder the implications of the U.S. Federal Reserve's surprise hawkish shift last week.\n** The CSI300 index fell 0.6% to 5,073.36 points at the end of the morning session, while the Shanghai Composite Index dipped 0.2% to 3,517.17 points.\n** The Hang Seng index dropped 1.4% to 28,413.42 points, while the Hong Kong China Enterprises Index fell 1.1% to 10,533.91.\n** Around the region, MSCI's Asia ex-Japan stock index was weaker by 1.36%, while Japan's Nikkei index was down 3.59%.\n** U.S. St. Louis Federal Reserve President James Bullard said on Friday that the U.S. central bank's shift towards a faster tightening of monetary policy was a \"natural\" response to economic growth and particularly inflation moving quicker than expected as the country reopens from the COVID-19 pandemic.\n** Analysts said a hawkish Fed could lead to a stronger dollar and a weaker yuan, pressuring on the A-share market by prompting foreign outflows.\n** The A-share market 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markets.","news_type":1},"isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691748517,"gmtCreate":1640251255258,"gmtModify":1640251255258,"author":{"id":"3553490377922772","authorId":"3553490377922772","name":"唐小生","avatar":"https://static.tigerbbs.com/c03527155f2ccb99a84754e9c6c07505","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553490377922772","idStr":"3553490377922772"},"themes":[],"htmlText":"跟一个车很象","listText":"跟一个车很象","text":"跟一个车很象","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691748517","repostId":"1149032417","repostType":2,"repost":{"id":"1149032417","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":1640250559,"share":"https://www.laohu8.com/m/news/1149032417?lang=&edition=full","pubTime":"2021-12-23 17:09","market":"hk","language":"zh","title":"华为首款鸿蒙汽车正式发布：AITO问界M5","url":"https://stock-news.laohu8.com/highlight/detail?id=1149032417","media":"老虎资讯综合","summary":"12月23日，华为首款鸿蒙汽车正式发布：AITO问界M5。华为首款鸿蒙智能豪华电驱SUV——AITO问界M5后驱标准版预售价25万元，四驱性能版预售价28万元，四驱旗舰版预售价32万元。","content":"<p>12月23日，华为首款鸿蒙汽车正式发布：AITO问界M5。华为首款鸿蒙智能豪华电驱SUV——AITO问界M5后驱标准版预售价25万元，四驱性能版预售价28万元，四驱旗舰版预售价32万元。</p>\n<p><img src=\"https://static.tigerbbs.com/fa968712d4c0352e441eae8600343865\" tg-width=\"1536\" tg-height=\"512\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/02d36fe4322681793332842d2e0f7cc9\" tg-width=\"1787\" tg-height=\"989\" referrerpolicy=\"no-referrer\"></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\" 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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华为首款鸿蒙汽车正式发布：AITO问界M5\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\">2021-12-23 17:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月23日，华为首款鸿蒙汽车正式发布：AITO问界M5。华为首款鸿蒙智能豪华电驱SUV——AITO问界M5后驱标准版预售价25万元，四驱性能版预售价28万元，四驱旗舰版预售价32万元。</p>\n<p><img src=\"https://static.tigerbbs.com/fa968712d4c0352e441eae8600343865\" tg-width=\"1536\" tg-height=\"512\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/02d36fe4322681793332842d2e0f7cc9\" tg-width=\"1787\" tg-height=\"989\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e8776326a073f38b9df528ccba693d04","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149032417","content_text":"12月23日，华为首款鸿蒙汽车正式发布：AITO问界M5。华为首款鸿蒙智能豪华电驱SUV——AITO问界M5后驱标准版预售价25万元，四驱性能版预售价28万元，四驱旗舰版预售价32万元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616911380,"gmtCreate":1651308666830,"gmtModify":1651308666830,"author":{"id":"3553490377922772","authorId":"3553490377922772","name":"唐小生","avatar":"https://static.tigerbbs.com/c03527155f2ccb99a84754e9c6c07505","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553490377922772","idStr":"3553490377922772"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01765\">$希望教育(01765)$</a>干脆干私有化了？？","listText":"<a href=\"https://laohu8.com/S/01765\">$希望教育(01765)$</a>干脆干私有化了？？","text":"$希望教育(01765)$干脆干私有化了？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/616911380","isVote":1,"tweetType":1,"viewCount":3398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635639864,"gmtCreate":1646968510315,"gmtModify":1646968510315,"author":{"id":"3553490377922772","authorId":"3553490377922772","name":"唐小生","avatar":"https://static.tigerbbs.com/c03527155f2ccb99a84754e9c6c07505","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553490377922772","idStr":"3553490377922772"},"themes":[],"htmlText":"没有的，大势美机构说的算。","listText":"没有的，大势美机构说的算。","text":"没有的，大势美机构说的算。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635639864","repostId":"1122960896","repostType":2,"repost":{"id":"1122960896","kind":"news","weMediaInfo":{"introduction":"图文并茂讲解中金深度研究报告","home_visible":1,"media_name":"中金点睛","id":"1012212489","head_image":"https://static.tigerbbs.com/6b16ed39660b4e0c835afdaf1c94aa75"},"pubTimestamp":1646962575,"share":"https://www.laohu8.com/m/news/1122960896?lang=&edition=full","pubTime":"2022-03-11 09:36","market":"us","language":"zh","title":"观点 | 静待“情绪底”！市场估值调到哪了？","url":"https://stock-news.laohu8.com/highlight/detail?id=1122960896","media":"中金点睛","summary":"摘要：机构表示，后续视地缘事件、疫情等因素演绎静待中国市场进入“情绪底”，从板块上看，低估值“稳增长”板块可能会有相对收益，制造成长风格入场时机则静待“通胀预期”边际缓解。近期A股/港股受内外部因素影","content":"<html><head></head><body><blockquote><b>摘要：</b>机构表示，后续视地缘事件、疫情等因素演绎静待中国市场进入“情绪底”，从板块上看，低估值“稳增长”板块可能会有相对收益，制造成长风格入场时机则静待“通胀预期”边际缓解。</blockquote><p>近期A股/港股受内外部因素影响回调。我们认为，市场估值已经经历明显回调、多数指标已经达到历史区间的中等偏低水平。受地缘局势以及引发的供应链冲击、美国及部分欧洲国家货币政策收紧、国内增长依然乏力等因素影响，市场上涨可能需要积极催化因素支持。从目前A股/港股估值主要特征来看：</p><p><b>A股市场估值重新回到历史相对低位水平，港股估值处于历史极端低位。</b>截止3月9日，<b>1）A股市场方面，</b>沪深300指数前向市盈率10.1x，前向市净率1.2x，相比年初（11.5x和1.3x）回落12.4%、13.4%，也明显低于历史均值（12.6x和1.8x）。其中非金融部分前向市盈率15.6x，位于历史均值（16.1x）附近；前向市净率2.2x，位于历史均值（2.2x）附近。沪深300/创业扳指股权风险溢价7.2%/0.7%，均超过均值，向上接近1倍标准差。<b>2）港股市场方面，</b>MSCI中国除A股指数前向市盈率8.4x，处于历史均值向下1.1倍标准差附近，3.9%分位水平（2006年至今）；前向市净率1.0x，处于历史均值向下1.2倍标准差附近。恒生指数的前向市盈率和前向市净率也持平略低于历史均值向下一倍标准差的位置（目前向市盈率/市净率为9.7x/1.0x，历史均值为11.8x/1.4x，向下一倍标准差为9.8x/1.0x，分位数6.7%/6.9%）。恒生国企指数前向市盈率和市净率分别为8.0x/1.0x，处于历史均值向下0.6/0.7倍标准差，分位数38.1%/29.2%，接近2008年低位。港股估值水平已经处于历史极端低位。</p><p><b>中小市值公司估值再度低于历史均值。</b>目前中证500/中小综指/创业板指前向市盈率分别为13.6x/21.9x/28.6x，已经低于历史均值（历史均值分别为21.7x/24.8x/30.6x，向下一倍标准差为15.0 x /18.3    x /22.0 x，分位数4.9%/ 36.2%/ 46.6%）。</p><p><b>外资持股比例前100公司估值重新回到历史均值附近。</b>外资持股比例较高的公司（与投资者普遍认知的白马蓝筹股也有较高重合度）自2021年2月至今整体表现已经下滑29.3%，2022年初至今跌幅19.9%。从估值水平来看也有明显收敛，这些公司目前前向市盈率为21.1x，前向市净率4.0x，略高于历史均值18.8x/3.7x，分位数67.5%/59.0%。</p><p>多数行业估值已低于历史均值。多数行业的前向市盈率已经处于历史均值以下。休闲服务、传媒、计算机、军工、农业、家电等板块的前向市盈率估值位于历史25分位数以下（2006年至今）。</p><p><b>大类资产比较：股债相对吸引力处于相对高位。</b>根据股息率和国债收益率测算的股债相对吸引力指数目前已经为68%，高于自2005年来的平均水平53%，处于历史78%分位数，权益类资产的相对性价比处于较高水平。</p><p><b>国际比较：A股整体估值处于全球主要市场中等偏低位置，港股市场处于低位。</b>按2022年预测市盈率比较，A股市场估值在全球主要市场中处于中等偏低水平；港股估值在16个主要市场中仅略高于巴西，处在第二低位。</p><p><b>保持耐心，静待“情绪底”</b></p><p>虽然估值对短线市场走势指示意义有限，但近期回调后市场中长线估值吸引力进一步增加。我们建议投资者耐心等待市场逐步企稳。短期地缘事件等因素导致的供应风险有可能继续发酵，加剧市场对“滞胀”的担心。同时，商品价格的短期大涨及潜在高位持续，加剧通胀风险的同时可能也会压制未来全球总需求，海外主要经济下半年滑坡风险也有所上升。这些因素可能仍需要消化。往中期看，中国是全球重要的制造业大国，具有全球最大、相对较全的产业链，只要中国继续谋求科技创新、产业升级的趋势不变，在全球供应风险中中国可能会相对更有韧性，就如70年代“滞胀”冲击中，日本等当时的制造业大国股市和汇率等所展现的韧性。同时，中国市场通胀整体可控、“稳增长”政策储备空间相对充足，后续“稳增长”政策继续发力，增长前景可能逐步改善；另外中国市场估值绝对估值处在历史相对低位，与其他主要市场相比相对估值也具有吸引力。</p><p><b>综合来看，尽管短期的全球波动具有一定的传染性、中国市场情绪面上的修复仍需要时间，我们判断中期内中国市场有望在全球波动中展现相对韧性。</b>后续视地缘事件、疫情等因素演绎静待中国市场进入“情绪底”；而随着稳增长政策继续发力，我们认为“增长底”有望在二季度左右看到。从板块上看，低估值“稳增长”板块可能会有相对收益，制造成长风格入场时机则静待“通胀预期”边际缓解。后续我们将继续跟踪地缘事件、海外政策、疫情、中国稳增长落地情况来综合评估市场的潜在路径及结构。</p><p><b>图表1：全球股票市场估值水平</b></p><p><img src=\"https://static.tigerbbs.com/ab2293beb0d618e425f4b362fe36bc32\" tg-width=\"1080\" tg-height=\"906\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：Bloomberg，万得资讯，<a href=\"https://laohu8.com/S/601995\">中金公司</a>研究部</p><p>注：数据截至2022年3月9日</p><p><b>图表2：年初至今全球主要资产表现</b></p><p><img src=\"https://static.tigerbbs.com/25ddb911b1b5f7f9221bdc6bf1827ede\" tg-width=\"1080\" tg-height=\"552\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：Wind，<a href=\"https://laohu8.com/S/03908\">中金公司</a>研究部</p><p>注：数据截至2022年3月9日</p><p><b>图表3：A股行业前向市盈率区间（06年至今）</b></p><p><img src=\"https://static.tigerbbs.com/6cde9a054658f52853f5f13cb4a27cca\" tg-width=\"1080\" tg-height=\"473\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：Wind，中金公司研究部</p><p>注：数据截至2022年3月9日</p><p><b>图表4：当前A股市场估值与历史上阶段性低点比较</b></p><p><img src=\"https://static.tigerbbs.com/f569a367589901774ca096035adc3a80\" tg-width=\"1080\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：Wind，中金公司研究部</p><p>注：数据截至2022年3月9日</p><p><b>图表5：沪深300股权风险溢价上升至2009年至今均值以上…</b></p><p><img src=\"https://static.tigerbbs.com/04d9f388c09acabe623cf5ac90ab6535\" tg-width=\"579\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：万得资讯，朝阳永续，中金公司研究部</p><p>注：数据截至2022年3月9日</p><p><b>图表6：创业扳指股权风险溢价也升至2009年至今均值以上…</b></p><p><img src=\"https://static.tigerbbs.com/4acef16351cad4fa626d96ea10a797da\" tg-width=\"623\" tg-height=\"323\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：万得资讯，朝阳永续，中金公司研究部</p><p>注：数据截至2022年3月9日</p><p><b>图表7：当前A股估值分布仍接近2017年偏低点时期水平</b></p><p><img src=\"https://static.tigerbbs.com/8da48f95c3756f67f89d6c9fa659f213\" tg-width=\"1014\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：Factset，中金公司研究部</p><p>注：数据截至2022年3月9日</p><p><b>图表8：当前A股市场表现 VS 换手率</b></p><p><img src=\"https://static.tigerbbs.com/f3e7368f17f6f8697912e543a3b466f4\" tg-width=\"1061\" tg-height=\"602\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：Factset，中金公司研究部</p><p>注：数据截至2022年3月9日</p><p><b>图表9：按股息率和国债到期收益率测算的股债相对吸引力</b></p><p><img src=\"https://static.tigerbbs.com/9ec231c9f4fece469e890b3faef5d796\" tg-width=\"1021\" tg-height=\"628\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：Factset，中金公司研究部</p><p>注：数据截至2022年3月9日</p><p><b>图表10：沪深300非金融前向市盈率低于历史均值…</b></p><p><img src=\"https://static.tigerbbs.com/8fd78f0fab694f1610787c09651981ab\" tg-width=\"590\" tg-height=\"370\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：万得资讯，朝阳永续，中金公司研究部</p><p>注：数据截至2022年3月9日</p><p><b>图表11：…市净率处于均值附近</b></p><p><img src=\"https://static.tigerbbs.com/d5ae29f78f925932c10a312d49bcdcdb\" tg-width=\"576\" tg-height=\"371\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：万得资讯，朝阳永续，中金公司研究部</p><p>注：数据截至2022年3月9日</p><p><b>图表12：近期A股各类风格市盈率均出现明显回落…</b></p><p><img src=\"https://static.tigerbbs.com/9219f9a5ed1d789966b95bf8ac4a6a25\" tg-width=\"603\" tg-height=\"349\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：万得资讯，朝阳永续，中金公司研究部</p><p>注：数据截至2022年3月9日</p><p><b>图表13：…市净率也是如此</b></p><p><img src=\"https://static.tigerbbs.com/655a97c496af712d911246fdfd20d8fd\" tg-width=\"609\" tg-height=\"334\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：万得资讯，朝阳永续，中金公司研究部</p><p>注：数据截至2022年3月9日</p><p><b>图表14：中小市值与大盘蓝筹估值对比（市盈率）</b></p><p><img src=\"https://static.tigerbbs.com/41918e8663ee0dcfc6107fd2efd50b42\" tg-width=\"598\" tg-height=\"341\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：万得资讯，朝阳永续，中金公司研究部</p><p>注：数据截至2022年3月9日</p><p><b>图表15：中小市值与大盘蓝筹估值对比（市净率）</b></p><p><img src=\"https://static.tigerbbs.com/b75010423383004036c3134362bb30e1\" tg-width=\"551\" tg-height=\"353\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：万得资讯，朝阳永续，中金公司研究部</p><p>注：数据截至2022年3月9日</p><p><b>图表16：行业龙头前向市盈率</b></p><p><img src=\"https://static.tigerbbs.com/532ba684144ac700b3e46449e29ebbdc\" tg-width=\"587\" tg-height=\"416\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：万得资讯，朝阳永续，中金公司研究部</p><p>注：数据截至2022年3月8日</p><p><b>图表17：行业龙头前向市净率</b></p><p><img src=\"https://static.tigerbbs.com/e76167357888717213533bb27905ace1\" tg-width=\"565\" tg-height=\"424\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：万得资讯，朝阳永续，中金公司研究部</p><p>注：数据截至2022年3月8日</p><p><b>图表18：外资青睐的消费、医药、科技A股前向市盈率明显回落到均值水平附近…</b></p><p><img src=\"https://static.tigerbbs.com/6184895e8b227683c84b1454fbd206e9\" tg-width=\"570\" tg-height=\"332\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：万得资讯，朝阳永续，中金公司研究部</p><p>注：数据截至2022年3月8日</p><p><b>图表19：…上述股票前向市净率也明显回落到略高于均值的水平</b></p><p><img src=\"https://static.tigerbbs.com/a0c368615ae8d707e272716abbb7454c\" tg-width=\"558\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：万得资讯，朝阳永续，中金公司研究部</p><p>注：数据截至2022年3月8日</p><p><b>图表20：外资持股前100等权重指数表现</b></p><p><img src=\"https://static.tigerbbs.com/77a3efc62a49ad41f6002bf288233cf9\" tg-width=\"1080\" tg-height=\"485\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：Factset，中金公司研究部</p><p>注：数据截至2022年3月9日</p><p><b>图表21：港股多数行业均处于历史区间较低水平</b></p><p><img src=\"https://static.tigerbbs.com/adad6753c512fd26473cd2be16b51999\" tg-width=\"1029\" tg-height=\"578\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：Factset，中金公司研究部</p><p>注：数据截至2022年3月9日</p><p><b>图表22：海外中资股的市盈率处于历史低位…</b></p><p><img src=\"https://static.tigerbbs.com/aab005cb68a9bd779ea5e49b49db0cc5\" tg-width=\"583\" tg-height=\"386\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：万得资讯，朝阳永续，中金公司研究部</p><p>注：数据截至2022年3月4日</p><p><b>图表23：…海外中资股的市净率也低于历史均值</b></p><p><img src=\"https://static.tigerbbs.com/dd62ca3f690cc43747d43651a064a9ca\" tg-width=\"563\" tg-height=\"398\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：万得资讯，朝阳永续，中金公司研究部</p><p>注：数据截至2022年3月4日</p><p><b>图表24：恒生指数市盈率低于-1倍标准差，处于历史低位（左）市净率同样处于历史低位（右）</b></p><p><img src=\"https://static.tigerbbs.com/6f985bf2ecbe9c8ebd8c26db59c8220c\" tg-width=\"1080\" tg-height=\"314\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：彭博资讯，中金公司研究部</p><p>注：数据截至2022年3月9日</p><p><b>图表26：恒生国企指数市盈率低于历史均值（左）市净率也是如此（右）</b></p><p><img src=\"https://static.tigerbbs.com/e38c25d5f47f925a096fd8662cc438b3\" tg-width=\"1080\" tg-height=\"322\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：万得资讯，朝阳永续，中金公司研究部</p><p>注：数据截至2022年3月8日</p></body></html>","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>观点 | 静待“情绪底”！市场估值调到哪了？</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\">\n观点 | 静待“情绪底”！市场估值调到哪了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012212489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/6b16ed39660b4e0c835afdaf1c94aa75);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">中金点睛 </p>\n<p class=\"h-time\">2022-03-11 09:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><b>摘要：</b>机构表示，后续视地缘事件、疫情等因素演绎静待中国市场进入“情绪底”，从板块上看，低估值“稳增长”板块可能会有相对收益，制造成长风格入场时机则静待“通胀预期”边际缓解。</blockquote><p>近期A股/港股受内外部因素影响回调。我们认为，市场估值已经经历明显回调、多数指标已经达到历史区间的中等偏低水平。受地缘局势以及引发的供应链冲击、美国及部分欧洲国家货币政策收紧、国内增长依然乏力等因素影响，市场上涨可能需要积极催化因素支持。从目前A股/港股估值主要特征来看：</p><p><b>A股市场估值重新回到历史相对低位水平，港股估值处于历史极端低位。</b>截止3月9日，<b>1）A股市场方面，</b>沪深300指数前向市盈率10.1x，前向市净率1.2x，相比年初（11.5x和1.3x）回落12.4%、13.4%，也明显低于历史均值（12.6x和1.8x）。其中非金融部分前向市盈率15.6x，位于历史均值（16.1x）附近；前向市净率2.2x，位于历史均值（2.2x）附近。沪深300/创业扳指股权风险溢价7.2%/0.7%，均超过均值，向上接近1倍标准差。<b>2）港股市场方面，</b>MSCI中国除A股指数前向市盈率8.4x，处于历史均值向下1.1倍标准差附近，3.9%分位水平（2006年至今）；前向市净率1.0x，处于历史均值向下1.2倍标准差附近。恒生指数的前向市盈率和前向市净率也持平略低于历史均值向下一倍标准差的位置（目前向市盈率/市净率为9.7x/1.0x，历史均值为11.8x/1.4x，向下一倍标准差为9.8x/1.0x，分位数6.7%/6.9%）。恒生国企指数前向市盈率和市净率分别为8.0x/1.0x，处于历史均值向下0.6/0.7倍标准差，分位数38.1%/29.2%，接近2008年低位。港股估值水平已经处于历史极端低位。</p><p><b>中小市值公司估值再度低于历史均值。</b>目前中证500/中小综指/创业板指前向市盈率分别为13.6x/21.9x/28.6x，已经低于历史均值（历史均值分别为21.7x/24.8x/30.6x，向下一倍标准差为15.0 x /18.3    x /22.0 x，分位数4.9%/ 36.2%/ 46.6%）。</p><p><b>外资持股比例前100公司估值重新回到历史均值附近。</b>外资持股比例较高的公司（与投资者普遍认知的白马蓝筹股也有较高重合度）自2021年2月至今整体表现已经下滑29.3%，2022年初至今跌幅19.9%。从估值水平来看也有明显收敛，这些公司目前前向市盈率为21.1x，前向市净率4.0x，略高于历史均值18.8x/3.7x，分位数67.5%/59.0%。</p><p>多数行业估值已低于历史均值。多数行业的前向市盈率已经处于历史均值以下。休闲服务、传媒、计算机、军工、农业、家电等板块的前向市盈率估值位于历史25分位数以下（2006年至今）。</p><p><b>大类资产比较：股债相对吸引力处于相对高位。</b>根据股息率和国债收益率测算的股债相对吸引力指数目前已经为68%，高于自2005年来的平均水平53%，处于历史78%分位数，权益类资产的相对性价比处于较高水平。</p><p><b>国际比较：A股整体估值处于全球主要市场中等偏低位置，港股市场处于低位。</b>按2022年预测市盈率比较，A股市场估值在全球主要市场中处于中等偏低水平；港股估值在16个主要市场中仅略高于巴西，处在第二低位。</p><p><b>保持耐心，静待“情绪底”</b></p><p>虽然估值对短线市场走势指示意义有限，但近期回调后市场中长线估值吸引力进一步增加。我们建议投资者耐心等待市场逐步企稳。短期地缘事件等因素导致的供应风险有可能继续发酵，加剧市场对“滞胀”的担心。同时，商品价格的短期大涨及潜在高位持续，加剧通胀风险的同时可能也会压制未来全球总需求，海外主要经济下半年滑坡风险也有所上升。这些因素可能仍需要消化。往中期看，中国是全球重要的制造业大国，具有全球最大、相对较全的产业链，只要中国继续谋求科技创新、产业升级的趋势不变，在全球供应风险中中国可能会相对更有韧性，就如70年代“滞胀”冲击中，日本等当时的制造业大国股市和汇率等所展现的韧性。同时，中国市场通胀整体可控、“稳增长”政策储备空间相对充足，后续“稳增长”政策继续发力，增长前景可能逐步改善；另外中国市场估值绝对估值处在历史相对低位，与其他主要市场相比相对估值也具有吸引力。</p><p><b>综合来看，尽管短期的全球波动具有一定的传染性、中国市场情绪面上的修复仍需要时间，我们判断中期内中国市场有望在全球波动中展现相对韧性。</b>后续视地缘事件、疫情等因素演绎静待中国市场进入“情绪底”；而随着稳增长政策继续发力，我们认为“增长底”有望在二季度左右看到。从板块上看，低估值“稳增长”板块可能会有相对收益，制造成长风格入场时机则静待“通胀预期”边际缓解。后续我们将继续跟踪地缘事件、海外政策、疫情、中国稳增长落地情况来综合评估市场的潜在路径及结构。</p><p><b>图表1：全球股票市场估值水平</b></p><p><img src=\"https://static.tigerbbs.com/ab2293beb0d618e425f4b362fe36bc32\" tg-width=\"1080\" tg-height=\"906\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：Bloomberg，万得资讯，<a href=\"https://laohu8.com/S/601995\">中金公司</a>研究部</p><p>注：数据截至2022年3月9日</p><p><b>图表2：年初至今全球主要资产表现</b></p><p><img src=\"https://static.tigerbbs.com/25ddb911b1b5f7f9221bdc6bf1827ede\" tg-width=\"1080\" tg-height=\"552\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：Wind，<a href=\"https://laohu8.com/S/03908\">中金公司</a>研究部</p><p>注：数据截至2022年3月9日</p><p><b>图表3：A股行业前向市盈率区间（06年至今）</b></p><p><img src=\"https://static.tigerbbs.com/6cde9a054658f52853f5f13cb4a27cca\" tg-width=\"1080\" tg-height=\"473\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：Wind，中金公司研究部</p><p>注：数据截至2022年3月9日</p><p><b>图表4：当前A股市场估值与历史上阶段性低点比较</b></p><p><img src=\"https://static.tigerbbs.com/f569a367589901774ca096035adc3a80\" tg-width=\"1080\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：Wind，中金公司研究部</p><p>注：数据截至2022年3月9日</p><p><b>图表5：沪深300股权风险溢价上升至2009年至今均值以上…</b></p><p><img src=\"https://static.tigerbbs.com/04d9f388c09acabe623cf5ac90ab6535\" tg-width=\"579\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：万得资讯，朝阳永续，中金公司研究部</p><p>注：数据截至2022年3月9日</p><p><b>图表6：创业扳指股权风险溢价也升至2009年至今均值以上…</b></p><p><img src=\"https://static.tigerbbs.com/4acef16351cad4fa626d96ea10a797da\" tg-width=\"623\" tg-height=\"323\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：万得资讯，朝阳永续，中金公司研究部</p><p>注：数据截至2022年3月9日</p><p><b>图表7：当前A股估值分布仍接近2017年偏低点时期水平</b></p><p><img src=\"https://static.tigerbbs.com/8da48f95c3756f67f89d6c9fa659f213\" tg-width=\"1014\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：Factset，中金公司研究部</p><p>注：数据截至2022年3月9日</p><p><b>图表8：当前A股市场表现 VS 换手率</b></p><p><img src=\"https://static.tigerbbs.com/f3e7368f17f6f8697912e543a3b466f4\" tg-width=\"1061\" tg-height=\"602\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：Factset，中金公司研究部</p><p>注：数据截至2022年3月9日</p><p><b>图表9：按股息率和国债到期收益率测算的股债相对吸引力</b></p><p><img src=\"https://static.tigerbbs.com/9ec231c9f4fece469e890b3faef5d796\" tg-width=\"1021\" tg-height=\"628\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：Factset，中金公司研究部</p><p>注：数据截至2022年3月9日</p><p><b>图表10：沪深300非金融前向市盈率低于历史均值…</b></p><p><img src=\"https://static.tigerbbs.com/8fd78f0fab694f1610787c09651981ab\" tg-width=\"590\" tg-height=\"370\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：万得资讯，朝阳永续，中金公司研究部</p><p>注：数据截至2022年3月9日</p><p><b>图表11：…市净率处于均值附近</b></p><p><img src=\"https://static.tigerbbs.com/d5ae29f78f925932c10a312d49bcdcdb\" tg-width=\"576\" tg-height=\"371\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：万得资讯，朝阳永续，中金公司研究部</p><p>注：数据截至2022年3月9日</p><p><b>图表12：近期A股各类风格市盈率均出现明显回落…</b></p><p><img src=\"https://static.tigerbbs.com/9219f9a5ed1d789966b95bf8ac4a6a25\" tg-width=\"603\" tg-height=\"349\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：万得资讯，朝阳永续，中金公司研究部</p><p>注：数据截至2022年3月9日</p><p><b>图表13：…市净率也是如此</b></p><p><img src=\"https://static.tigerbbs.com/655a97c496af712d911246fdfd20d8fd\" tg-width=\"609\" tg-height=\"334\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：万得资讯，朝阳永续，中金公司研究部</p><p>注：数据截至2022年3月9日</p><p><b>图表14：中小市值与大盘蓝筹估值对比（市盈率）</b></p><p><img src=\"https://static.tigerbbs.com/41918e8663ee0dcfc6107fd2efd50b42\" tg-width=\"598\" tg-height=\"341\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：万得资讯，朝阳永续，中金公司研究部</p><p>注：数据截至2022年3月9日</p><p><b>图表15：中小市值与大盘蓝筹估值对比（市净率）</b></p><p><img src=\"https://static.tigerbbs.com/b75010423383004036c3134362bb30e1\" tg-width=\"551\" tg-height=\"353\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：万得资讯，朝阳永续，中金公司研究部</p><p>注：数据截至2022年3月9日</p><p><b>图表16：行业龙头前向市盈率</b></p><p><img src=\"https://static.tigerbbs.com/532ba684144ac700b3e46449e29ebbdc\" tg-width=\"587\" tg-height=\"416\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：万得资讯，朝阳永续，中金公司研究部</p><p>注：数据截至2022年3月8日</p><p><b>图表17：行业龙头前向市净率</b></p><p><img src=\"https://static.tigerbbs.com/e76167357888717213533bb27905ace1\" tg-width=\"565\" tg-height=\"424\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：万得资讯，朝阳永续，中金公司研究部</p><p>注：数据截至2022年3月8日</p><p><b>图表18：外资青睐的消费、医药、科技A股前向市盈率明显回落到均值水平附近…</b></p><p><img src=\"https://static.tigerbbs.com/6184895e8b227683c84b1454fbd206e9\" tg-width=\"570\" tg-height=\"332\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：万得资讯，朝阳永续，中金公司研究部</p><p>注：数据截至2022年3月8日</p><p><b>图表19：…上述股票前向市净率也明显回落到略高于均值的水平</b></p><p><img src=\"https://static.tigerbbs.com/a0c368615ae8d707e272716abbb7454c\" tg-width=\"558\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：万得资讯，朝阳永续，中金公司研究部</p><p>注：数据截至2022年3月8日</p><p><b>图表20：外资持股前100等权重指数表现</b></p><p><img src=\"https://static.tigerbbs.com/77a3efc62a49ad41f6002bf288233cf9\" tg-width=\"1080\" tg-height=\"485\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：Factset，中金公司研究部</p><p>注：数据截至2022年3月9日</p><p><b>图表21：港股多数行业均处于历史区间较低水平</b></p><p><img src=\"https://static.tigerbbs.com/adad6753c512fd26473cd2be16b51999\" tg-width=\"1029\" tg-height=\"578\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：Factset，中金公司研究部</p><p>注：数据截至2022年3月9日</p><p><b>图表22：海外中资股的市盈率处于历史低位…</b></p><p><img src=\"https://static.tigerbbs.com/aab005cb68a9bd779ea5e49b49db0cc5\" tg-width=\"583\" tg-height=\"386\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：万得资讯，朝阳永续，中金公司研究部</p><p>注：数据截至2022年3月4日</p><p><b>图表23：…海外中资股的市净率也低于历史均值</b></p><p><img src=\"https://static.tigerbbs.com/dd62ca3f690cc43747d43651a064a9ca\" tg-width=\"563\" tg-height=\"398\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：万得资讯，朝阳永续，中金公司研究部</p><p>注：数据截至2022年3月4日</p><p><b>图表24：恒生指数市盈率低于-1倍标准差，处于历史低位（左）市净率同样处于历史低位（右）</b></p><p><img src=\"https://static.tigerbbs.com/6f985bf2ecbe9c8ebd8c26db59c8220c\" tg-width=\"1080\" tg-height=\"314\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：彭博资讯，中金公司研究部</p><p>注：数据截至2022年3月9日</p><p><b>图表26：恒生国企指数市盈率低于历史均值（左）市净率也是如此（右）</b></p><p><img src=\"https://static.tigerbbs.com/e38c25d5f47f925a096fd8662cc438b3\" tg-width=\"1080\" tg-height=\"322\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：万得资讯，朝阳永续，中金公司研究部</p><p>注：数据截至2022年3月8日</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1fc1f5e2fa377c378fa230c10e0849a2","relate_stocks":{"399001":"深证成指","399006":"创业板指","HSCCI":"红筹指数","HSCEI":"国企指数","HSTECH":"恒生科技指数","HSI":"恒生指数","000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122960896","content_text":"摘要：机构表示，后续视地缘事件、疫情等因素演绎静待中国市场进入“情绪底”，从板块上看，低估值“稳增长”板块可能会有相对收益，制造成长风格入场时机则静待“通胀预期”边际缓解。近期A股/港股受内外部因素影响回调。我们认为，市场估值已经经历明显回调、多数指标已经达到历史区间的中等偏低水平。受地缘局势以及引发的供应链冲击、美国及部分欧洲国家货币政策收紧、国内增长依然乏力等因素影响，市场上涨可能需要积极催化因素支持。从目前A股/港股估值主要特征来看：A股市场估值重新回到历史相对低位水平，港股估值处于历史极端低位。截止3月9日，1）A股市场方面，沪深300指数前向市盈率10.1x，前向市净率1.2x，相比年初（11.5x和1.3x）回落12.4%、13.4%，也明显低于历史均值（12.6x和1.8x）。其中非金融部分前向市盈率15.6x，位于历史均值（16.1x）附近；前向市净率2.2x，位于历史均值（2.2x）附近。沪深300/创业扳指股权风险溢价7.2%/0.7%，均超过均值，向上接近1倍标准差。2）港股市场方面，MSCI中国除A股指数前向市盈率8.4x，处于历史均值向下1.1倍标准差附近，3.9%分位水平（2006年至今）；前向市净率1.0x，处于历史均值向下1.2倍标准差附近。恒生指数的前向市盈率和前向市净率也持平略低于历史均值向下一倍标准差的位置（目前向市盈率/市净率为9.7x/1.0x，历史均值为11.8x/1.4x，向下一倍标准差为9.8x/1.0x，分位数6.7%/6.9%）。恒生国企指数前向市盈率和市净率分别为8.0x/1.0x，处于历史均值向下0.6/0.7倍标准差，分位数38.1%/29.2%，接近2008年低位。港股估值水平已经处于历史极端低位。中小市值公司估值再度低于历史均值。目前中证500/中小综指/创业板指前向市盈率分别为13.6x/21.9x/28.6x，已经低于历史均值（历史均值分别为21.7x/24.8x/30.6x，向下一倍标准差为15.0 x /18.3    x /22.0 x，分位数4.9%/ 36.2%/ 46.6%）。外资持股比例前100公司估值重新回到历史均值附近。外资持股比例较高的公司（与投资者普遍认知的白马蓝筹股也有较高重合度）自2021年2月至今整体表现已经下滑29.3%，2022年初至今跌幅19.9%。从估值水平来看也有明显收敛，这些公司目前前向市盈率为21.1x，前向市净率4.0x，略高于历史均值18.8x/3.7x，分位数67.5%/59.0%。多数行业估值已低于历史均值。多数行业的前向市盈率已经处于历史均值以下。休闲服务、传媒、计算机、军工、农业、家电等板块的前向市盈率估值位于历史25分位数以下（2006年至今）。大类资产比较：股债相对吸引力处于相对高位。根据股息率和国债收益率测算的股债相对吸引力指数目前已经为68%，高于自2005年来的平均水平53%，处于历史78%分位数，权益类资产的相对性价比处于较高水平。国际比较：A股整体估值处于全球主要市场中等偏低位置，港股市场处于低位。按2022年预测市盈率比较，A股市场估值在全球主要市场中处于中等偏低水平；港股估值在16个主要市场中仅略高于巴西，处在第二低位。保持耐心，静待“情绪底”虽然估值对短线市场走势指示意义有限，但近期回调后市场中长线估值吸引力进一步增加。我们建议投资者耐心等待市场逐步企稳。短期地缘事件等因素导致的供应风险有可能继续发酵，加剧市场对“滞胀”的担心。同时，商品价格的短期大涨及潜在高位持续，加剧通胀风险的同时可能也会压制未来全球总需求，海外主要经济下半年滑坡风险也有所上升。这些因素可能仍需要消化。往中期看，中国是全球重要的制造业大国，具有全球最大、相对较全的产业链，只要中国继续谋求科技创新、产业升级的趋势不变，在全球供应风险中中国可能会相对更有韧性，就如70年代“滞胀”冲击中，日本等当时的制造业大国股市和汇率等所展现的韧性。同时，中国市场通胀整体可控、“稳增长”政策储备空间相对充足，后续“稳增长”政策继续发力，增长前景可能逐步改善；另外中国市场估值绝对估值处在历史相对低位，与其他主要市场相比相对估值也具有吸引力。综合来看，尽管短期的全球波动具有一定的传染性、中国市场情绪面上的修复仍需要时间，我们判断中期内中国市场有望在全球波动中展现相对韧性。后续视地缘事件、疫情等因素演绎静待中国市场进入“情绪底”；而随着稳增长政策继续发力，我们认为“增长底”有望在二季度左右看到。从板块上看，低估值“稳增长”板块可能会有相对收益，制造成长风格入场时机则静待“通胀预期”边际缓解。后续我们将继续跟踪地缘事件、海外政策、疫情、中国稳增长落地情况来综合评估市场的潜在路径及结构。图表1：全球股票市场估值水平资料来源：Bloomberg，万得资讯，中金公司研究部注：数据截至2022年3月9日图表2：年初至今全球主要资产表现资料来源：Wind，中金公司研究部注：数据截至2022年3月9日图表3：A股行业前向市盈率区间（06年至今）资料来源：Wind，中金公司研究部注：数据截至2022年3月9日图表4：当前A股市场估值与历史上阶段性低点比较资料来源：Wind，中金公司研究部注：数据截至2022年3月9日图表5：沪深300股权风险溢价上升至2009年至今均值以上…资料来源：万得资讯，朝阳永续，中金公司研究部注：数据截至2022年3月9日图表6：创业扳指股权风险溢价也升至2009年至今均值以上…资料来源：万得资讯，朝阳永续，中金公司研究部注：数据截至2022年3月9日图表7：当前A股估值分布仍接近2017年偏低点时期水平资料来源：Factset，中金公司研究部注：数据截至2022年3月9日图表8：当前A股市场表现 VS 换手率资料来源：Factset，中金公司研究部注：数据截至2022年3月9日图表9：按股息率和国债到期收益率测算的股债相对吸引力资料来源：Factset，中金公司研究部注：数据截至2022年3月9日图表10：沪深300非金融前向市盈率低于历史均值…资料来源：万得资讯，朝阳永续，中金公司研究部注：数据截至2022年3月9日图表11：…市净率处于均值附近资料来源：万得资讯，朝阳永续，中金公司研究部注：数据截至2022年3月9日图表12：近期A股各类风格市盈率均出现明显回落…资料来源：万得资讯，朝阳永续，中金公司研究部注：数据截至2022年3月9日图表13：…市净率也是如此资料来源：万得资讯，朝阳永续，中金公司研究部注：数据截至2022年3月9日图表14：中小市值与大盘蓝筹估值对比（市盈率）资料来源：万得资讯，朝阳永续，中金公司研究部注：数据截至2022年3月9日图表15：中小市值与大盘蓝筹估值对比（市净率）资料来源：万得资讯，朝阳永续，中金公司研究部注：数据截至2022年3月9日图表16：行业龙头前向市盈率资料来源：万得资讯，朝阳永续，中金公司研究部注：数据截至2022年3月8日图表17：行业龙头前向市净率资料来源：万得资讯，朝阳永续，中金公司研究部注：数据截至2022年3月8日图表18：外资青睐的消费、医药、科技A股前向市盈率明显回落到均值水平附近…资料来源：万得资讯，朝阳永续，中金公司研究部注：数据截至2022年3月8日图表19：…上述股票前向市净率也明显回落到略高于均值的水平资料来源：万得资讯，朝阳永续，中金公司研究部注：数据截至2022年3月8日图表20：外资持股前100等权重指数表现资料来源：Factset，中金公司研究部注：数据截至2022年3月9日图表21：港股多数行业均处于历史区间较低水平资料来源：Factset，中金公司研究部注：数据截至2022年3月9日图表22：海外中资股的市盈率处于历史低位…资料来源：万得资讯，朝阳永续，中金公司研究部注：数据截至2022年3月4日图表23：…海外中资股的市净率也低于历史均值资料来源：万得资讯，朝阳永续，中金公司研究部注：数据截至2022年3月4日图表24：恒生指数市盈率低于-1倍标准差，处于历史低位（左）市净率同样处于历史低位（右）资料来源：彭博资讯，中金公司研究部注：数据截至2022年3月9日图表26：恒生国企指数市盈率低于历史均值（左）市净率也是如此（右）资料来源：万得资讯，朝阳永续，中金公司研究部注：数据截至2022年3月8日","news_type":1},"isVote":1,"tweetType":1,"viewCount":1916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697898644,"gmtCreate":1642391196571,"gmtModify":1642391196571,"author":{"id":"3553490377922772","authorId":"3553490377922772","name":"唐小生","avatar":"https://static.tigerbbs.com/c03527155f2ccb99a84754e9c6c07505","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553490377922772","idStr":"3553490377922772"},"themes":[],"htmlText":"看来房地产行业要全部倒了！","listText":"看来房地产行业要全部倒了！","text":"看来房地产行业要全部倒了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697898644","repostId":"1178302393","repostType":2,"isVote":1,"tweetType":1,"viewCount":964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":192594031,"gmtCreate":1621214876223,"gmtModify":1621214876223,"author":{"id":"3553490377922772","authorId":"3553490377922772","name":"唐小生","avatar":"https://static.tigerbbs.com/c03527155f2ccb99a84754e9c6c07505","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553490377922772","idStr":"3553490377922772"},"themes":[],"htmlText":"金融鼻祖美国估计要上20000美元！","listText":"金融鼻祖美国估计要上20000美元！","text":"金融鼻祖美国估计要上20000美元！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/192594031","repostId":"2135672480","repostType":2,"repost":{"id":"2135672480","kind":"news","pubTimestamp":1620974371,"share":"https://www.laohu8.com/m/news/2135672480?lang=&edition=full","pubTime":"2021-05-14 14:39","market":"us","language":"zh","title":"瑞银：下调中铝(2600.HK)及江铜(0358.HK)评级至“沽售”","url":"https://stock-news.laohu8.com/highlight/detail?id=2135672480","media":"格隆汇","summary":"考虑盈利增长乏力，将神华评级级由“买入”降至“中性”。该行首选属有良好产量增长的企业如紫金矿业及估值与基本面有落差的企业，如中国宏桥及鞍钢。瑞银表示，内地基本面稳定，但流动性不确定性持续；信贷增长放缓料限制商品投机炒作及相关行业估值扩张。","content":"<html><body><p><a href=\"https://laohu8.com/S/UBS\">瑞银</a>发表研究报告，基本材料板块本年至今累升逾30%后，其风险回报已变得较不吸引。近期正面催化剂，如中国以外强劲需求、价格复苏，以及内地“<span>碳中和</span><span>”政策下生产削减，都已经充分反映。该行称，未看到有下一正面催化剂可进一步推高估值。</span></p><p>因此，该行称，对商品价格有最高直接敞口的股份更趋审慎，将中铝(2600.HK)及江铜(0358.HK)投资评级由“<span>买入</span><span>”一举降至</span><span>“沽售”</span><span>。考虑盈利增长乏力，将神华(1088.HK)评级级由“</span><span>买入</span><span>”降至“</span><span>中性</span><span>”。该行首选属有良好产量增长的企业如<a href=\"https://laohu8.com/S/601899\">紫金矿业</a>(2899.HK)及估值与基本面有落差的企业，如<a href=\"https://laohu8.com/S/01378\">中国宏桥</a>(1378.HK)及鞍钢(0347.HK)。</span></p><p>报告称，由于中国以外地区原材料价格普遍高于中国境内，<a href=\"https://laohu8.com/S/B73.SI\">环球投资</a>者应该已留意到中国以外正在进行疫情后补充库存。中国减碳将限制额外产能，但料应逐步推展，以避免过分推高商品价格，致影响下游制造业盈利能力。在这两大催化剂浮面后，该行料板块强劲表现难以持续。该行矿业团队料今年属周期顶峰而不是超级周期的开始。</p><p>瑞银表示，内地基本面稳定，但流动性不确定性持续；信贷增长放缓料限制商品投机炒作及相关行业估值扩张。考虑首季业绩，该行上调板块大多数公司今年盈测，并调整相关投资评级及目标价。瑞银首选紫金、宏桥及鞍钢。</p></body></html>","source":"stock_gelonghui","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>瑞银：下调中铝(2600.HK)及江铜(0358.HK)评级至“沽售”</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瑞银：下调中铝(2600.HK)及江铜(0358.HK)评级至“沽售”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-14 14:39 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/465645><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>瑞银发表研究报告，基本材料板块本年至今累升逾30%后，其风险回报已变得较不吸引。近期正面催化剂，如中国以外强劲需求、价格复苏，以及内地“碳中和”政策下生产削减，都已经充分反映。该行称，未看到有下一正面催化剂可进一步推高估值。因此，该行称，对商品价格有最高直接敞口的股份更趋审慎，将中铝(2600.HK)及江铜(0358.HK)投资评级由“买入”一举降至“沽售”。考虑盈利增长乏力，将神华(1088....</p>\n\n<a href=\"https://www.gelonghui.com/p/465645\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/eeb9a4d452d8568bcc6a2558535ad160","relate_stocks":{"00358":"江西铜业股份","02600":"中国铝业"},"source_url":"https://www.gelonghui.com/p/465645","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2135672480","content_text":"瑞银发表研究报告，基本材料板块本年至今累升逾30%后，其风险回报已变得较不吸引。近期正面催化剂，如中国以外强劲需求、价格复苏，以及内地“碳中和”政策下生产削减，都已经充分反映。该行称，未看到有下一正面催化剂可进一步推高估值。因此，该行称，对商品价格有最高直接敞口的股份更趋审慎，将中铝(2600.HK)及江铜(0358.HK)投资评级由“买入”一举降至“沽售”。考虑盈利增长乏力，将神华(1088.HK)评级级由“买入”降至“中性”。该行首选属有良好产量增长的企业如紫金矿业(2899.HK)及估值与基本面有落差的企业，如中国宏桥(1378.HK)及鞍钢(0347.HK)。报告称，由于中国以外地区原材料价格普遍高于中国境内，环球投资者应该已留意到中国以外正在进行疫情后补充库存。中国减碳将限制额外产能，但料应逐步推展，以避免过分推高商品价格，致影响下游制造业盈利能力。在这两大催化剂浮面后，该行料板块强劲表现难以持续。该行矿业团队料今年属周期顶峰而不是超级周期的开始。瑞银表示，内地基本面稳定，但流动性不确定性持续；信贷增长放缓料限制商品投机炒作及相关行业估值扩张。考虑首季业绩，该行上调板块大多数公司今年盈测，并调整相关投资评级及目标价。瑞银首选紫金、宏桥及鞍钢。","news_type":1},"isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":190418275,"gmtCreate":1620643220097,"gmtModify":1620643220097,"author":{"id":"3553490377922772","authorId":"3553490377922772","name":"唐小生","avatar":"https://static.tigerbbs.com/c03527155f2ccb99a84754e9c6c07505","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553490377922772","idStr":"3553490377922772"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190418275","repostId":"2134896696","repostType":2,"isVote":1,"tweetType":1,"viewCount":1135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":190418864,"gmtCreate":1620643193058,"gmtModify":1620645339893,"author":{"id":"3553490377922772","authorId":"3553490377922772","name":"唐小生","avatar":"https://static.tigerbbs.com/c03527155f2ccb99a84754e9c6c07505","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553490377922772","idStr":"3553490377922772"},"themes":[],"htmlText":"这些公司是傻子？呵呵","listText":"这些公司是傻子？呵呵","text":"这些公司是傻子？呵呵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190418864","repostId":"2134896696","repostType":2,"repost":{"id":"2134896696","kind":"news","pubTimestamp":1620601667,"share":"https://www.laohu8.com/m/news/2134896696?lang=&edition=full","pubTime":"2021-05-10 07:07","market":"sh","language":"zh","title":"营收、净利“双杀” 又临股东减持 民生银行基本面何时见底？","url":"https://stock-news.laohu8.com/highlight/detail?id=2134896696","media":"第一财经","summary":"业绩波动引发监管问询民生银行此轮股价的大幅下跌始于去年年报的发布。华夏人寿拟清仓持股在业绩下滑的同时，民生银行的股东也将迎来大变化。同时，华夏人寿将在未来12个月内在合法合规且不违背相关规则和承诺的前提下，选择合适的时机减持不超过民生银行总股本4.91%的股份。而在解除一致行动关系后，华夏人寿拟清仓民生银行。当时民生银行曾公告称，华夏人寿被接管对公司正常经营没有重大不利影响。","content":"<div>\n<p>原标题：营收、净利“双杀”，又临股东减持 民生银行基本面何时见底？ 视觉中国图[ 一系列利空消息影响下，民生银行近期股价“跌跌不休”，最低触及4.65元，已创2014年12月以来新低。 ][ 2020年民生银行集团营业收入达1849.51亿元，同比增长2.50%；归属于母公司股东的净利润仅为343.09亿元，同比下降36.25%。 ]业绩大幅下滑、监管发函问询、重要股东准备清仓股份……民生银行近来...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/money/bank/gsdt/2021-05-10/doc-ikmyaawc4352202.shtml\">Web Link</a>\n\n</div>\n","source":"sina_symbol","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>营收、净利“双杀” 又临股东减持 民生银行基本面何时见底？</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; 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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营收、净利“双杀” 又临股东减持 民生银行基本面何时见底？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-10 07:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/money/bank/gsdt/2021-05-10/doc-ikmyaawc4352202.shtml><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：营收、净利“双杀”，又临股东减持 民生银行基本面何时见底？ 视觉中国图[ 一系列利空消息影响下，民生银行近期股价“跌跌不休”，最低触及4.65元，已创2014年12月以来新低。 ][ 2020年民生银行集团营业收入达1849.51亿元，同比增长2.50%；归属于母公司股东的净利润仅为343.09亿元，同比下降36.25%。 ]业绩大幅下滑、监管发函问询、重要股东准备清仓股份……民生银行近来...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/money/bank/gsdt/2021-05-10/doc-ikmyaawc4352202.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4e269c50ee83054ffef2ccd9af22cae9","relate_stocks":{"600016":"民生银行","01988":"民生银行"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/money/bank/gsdt/2021-05-10/doc-ikmyaawc4352202.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2134896696","content_text":"原标题：营收、净利“双杀”，又临股东减持 民生银行基本面何时见底？ 视觉中国图[ 一系列利空消息影响下，民生银行近期股价“跌跌不休”，最低触及4.65元，已创2014年12月以来新低。 ][ 2020年民生银行集团营业收入达1849.51亿元，同比增长2.50%；归属于母公司股东的净利润仅为343.09亿元，同比下降36.25%。 ]业绩大幅下滑、监管发函问询、重要股东准备清仓股份……民生银行近来的日子不好过。自从去年年报发布后，该行经营情况备受市场关注，2020年全年净利润降幅在A股上市股份行中排在首位，达36.25%；到了今年一季度，该行业绩继续下滑，是上市股份行中唯一一家营收、净利润双双负增长的银行。这一业绩波动在同业中较为少见，引来监管关注。此前上交所向民生银行发函，要求其对行内信贷资产、金融投资资产以及经营业绩的具体指标变化进行说明。近日，民生银行对上述问题一一回复，称净利润逐季下降主要是由于行内加大了资产减值损失计提和不良资产处置力度。与此同时，该行日前还发布公告称，华夏人寿保险股份有限公司（下称“华夏人寿”）与东方集团股份有限公司（下称“东方股份”）、东方集团有限公司（下称“东方有限”）解除一致行动关系，华夏人寿拟在未来12个月内减持民生银行股份。一系列利空消息影响下，民生银行近期股价“跌跌不休”，最低触及4.65元，已创2014年12月以来新低。截至5月7日收盘，该行股价收报4.68元，日内下跌0.43%，PB仅为0.43倍，位列上市股份行倒数第二。业绩波动引发监管问询民生银行此轮股价的大幅下跌始于去年年报的发布。数据显示，2020年民生银行集团营业收入达1849.51亿元，同比增长2.50%；归属于母公司股东的净利润仅为343.09亿元，同比下降36.25%。净利润超30%的降幅在银行业中较为罕见，在年报发布的第二天，该行股价出现断崖式下跌。对此，民生银行解释称，利润下滑主要原因是该行加快了问题资产处置节奏，加大拨备计提力度，其中贷款拨备计提同比增长26.52%，贷款拨备消耗同比增长31.77%。截至去年末，民生银行不良贷款总额为700.49亿元，比上年末增加156.15亿元，增幅 28.69%；不良贷款率1.82%，较上年末上升0.26个百分点。拨备覆盖率为139.38%，较上年末下降16.12个百分点；贷款拨备率为2.53%，较上年末上升0.1个百分点。对于该行业绩指标的明显变化，上交所也有关注，并向民生银行发出监管工作函。日前，民生银行对函中提到的问题进行了回复。其中，在不良贷款率明显上升方面，民生银行表示主要有两个方面原因，一是坚决落实监管规定，从严执行分类标准；二是疫情对部分行业和业务的资产质量影响较大。据悉，2020年民生银行在逾期90天以上贷款降级为不良贷款的基础上，进一步对逾期60天以上但不足90天贷款原则上降级为不良贷款，并对部分暂未到期或逾期天数不足60天、因受疫情影响暴露一定风险特征的贷款，也严格按照贷款五级分类核心定义及时降级为不良贷款。另外，疫情影响下，对公不良贷款明显增长也是该行不良率上升的主因。数据显示，2020年民生银行对公不良贷款增长主要集中在受疫情影响较大的交通运输、仓储和邮政业，批发和零售业，采矿业，三个行业不良贷款合计增加106.06亿元，占全部对公不良贷款增量的103%。零售不良贷款则主要集中在信用卡业务。疫情期间，该行信用卡业务不良增长明显，截至2020年末，信用卡不良贷款余额为151.8 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href=\"https://laohu8.com/S/02197\">$三叶草生物-B(02197)$</a>还没开盘就涨停啦","text":"$三叶草生物-B(02197)$还没开盘就涨停啦","images":[{"img":"https://static.tigerbbs.com/db058f5acd0b89f53e952d94a3dbdc25","width":"750","height":"1641"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634057028","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634209335,"gmtCreate":1647498379743,"gmtModify":1647498379743,"author":{"id":"3553490377922772","authorId":"3553490377922772","name":"唐小生","avatar":"https://static.tigerbbs.com/c03527155f2ccb99a84754e9c6c07505","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553490377922772","idStr":"3553490377922772"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634209335","repostId":"635791004","repostType":1,"repost":{"id":635791004,"gmtCreate":1647242147957,"gmtModify":1647252597907,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"21347731130544","idStr":"21347731130544"},"themes":[],"title":"形势危急，新冠卷土重来，哪些是避险股？","htmlText":"自2020年疫情爆发以来，除了刚开始恐慌过，其他时间都在坐看欧美沦陷。习惯了动态清零带来的无忧无虑，忽然之间，国内的疫情就失控了。先是香港日增超5万，然后是深圳、上海沦陷，最后吉林爆出王炸，一日新增2千人。这个周末，无数人居家隔离，新冠恐怖重新笼罩在国人身上。如果是股民，疫情打击还要Double！今日港股继续重挫，恒指失守20000点，上一次失守还是在2016年。盘面上，互联网板块受中概股暴跌影响，今日再度大跌，京东一度大跌近15%，美团超12%，百度超17%。除此之外，地产产业链再遭暴击，融创中国、碧桂园、碧桂园服务一度逼近20%跌幅！受疫情影响严重的餐饮、航空也迎来重挫，海底捞一度大跌17%，市值破700亿港币，遥想一年前，海底捞市值还在4700亿！这轮爆锤，港股只剩下了零头，太恐怖了！在大熊市和疫情形势危急之下，疫情受益股成为避风港。A股方面，国家卫健委在3月11日发布《新冠病毒抗原检测应用方案（试行）》方案，其中提到，为进一步优化新冠病毒检测策略，服务疫情防控需要，经研究，国务院应对新型冠状病毒肺炎疫情联防联控机制综合组决定在核酸检测基础上，增加抗原检测作为补充。这意味着社区居民有自我检测需求的，可通过零售药店、网络销售平台等渠道，自行购买抗原检测试剂进行自测。紧接着在3月12日，国家药监局发布通告，批准南京诺唯赞、北京金沃夫、深圳华大因源、广州万孚生物、北京华科泰生物的新冠抗原产品自测应用申请变更。自此五款新冠抗原自测产品正式上市。在利好加持下，新冠抗原检测概念股起飞，万孚生物一度大涨18%，最近4日涨幅超58%！诺唯赞一度涨停，大涨20%。除此之外，华大基因、拓新药业、中国医药、以岭药业等新冠概念股集体大涨，成为两市少有的避风港。在港股，哪些个股是新冠受益股？首先是疫苗股，三叶草生物今日一度大涨43%，据了解，该公司旗下的重组蛋白新冠疫苗正在进行2/3期临床试验","listText":"自2020年疫情爆发以来，除了刚开始恐慌过，其他时间都在坐看欧美沦陷。习惯了动态清零带来的无忧无虑，忽然之间，国内的疫情就失控了。先是香港日增超5万，然后是深圳、上海沦陷，最后吉林爆出王炸，一日新增2千人。这个周末，无数人居家隔离，新冠恐怖重新笼罩在国人身上。如果是股民，疫情打击还要Double！今日港股继续重挫，恒指失守20000点，上一次失守还是在2016年。盘面上，互联网板块受中概股暴跌影响，今日再度大跌，京东一度大跌近15%，美团超12%，百度超17%。除此之外，地产产业链再遭暴击，融创中国、碧桂园、碧桂园服务一度逼近20%跌幅！受疫情影响严重的餐饮、航空也迎来重挫，海底捞一度大跌17%，市值破700亿港币，遥想一年前，海底捞市值还在4700亿！这轮爆锤，港股只剩下了零头，太恐怖了！在大熊市和疫情形势危急之下，疫情受益股成为避风港。A股方面，国家卫健委在3月11日发布《新冠病毒抗原检测应用方案（试行）》方案，其中提到，为进一步优化新冠病毒检测策略，服务疫情防控需要，经研究，国务院应对新型冠状病毒肺炎疫情联防联控机制综合组决定在核酸检测基础上，增加抗原检测作为补充。这意味着社区居民有自我检测需求的，可通过零售药店、网络销售平台等渠道，自行购买抗原检测试剂进行自测。紧接着在3月12日，国家药监局发布通告，批准南京诺唯赞、北京金沃夫、深圳华大因源、广州万孚生物、北京华科泰生物的新冠抗原产品自测应用申请变更。自此五款新冠抗原自测产品正式上市。在利好加持下，新冠抗原检测概念股起飞，万孚生物一度大涨18%，最近4日涨幅超58%！诺唯赞一度涨停，大涨20%。除此之外，华大基因、拓新药业、中国医药、以岭药业等新冠概念股集体大涨，成为两市少有的避风港。在港股，哪些个股是新冠受益股？首先是疫苗股，三叶草生物今日一度大涨43%，据了解，该公司旗下的重组蛋白新冠疫苗正在进行2/3期临床试验","text":"自2020年疫情爆发以来，除了刚开始恐慌过，其他时间都在坐看欧美沦陷。习惯了动态清零带来的无忧无虑，忽然之间，国内的疫情就失控了。先是香港日增超5万，然后是深圳、上海沦陷，最后吉林爆出王炸，一日新增2千人。这个周末，无数人居家隔离，新冠恐怖重新笼罩在国人身上。如果是股民，疫情打击还要Double！今日港股继续重挫，恒指失守20000点，上一次失守还是在2016年。盘面上，互联网板块受中概股暴跌影响，今日再度大跌，京东一度大跌近15%，美团超12%，百度超17%。除此之外，地产产业链再遭暴击，融创中国、碧桂园、碧桂园服务一度逼近20%跌幅！受疫情影响严重的餐饮、航空也迎来重挫，海底捞一度大跌17%，市值破700亿港币，遥想一年前，海底捞市值还在4700亿！这轮爆锤，港股只剩下了零头，太恐怖了！在大熊市和疫情形势危急之下，疫情受益股成为避风港。A股方面，国家卫健委在3月11日发布《新冠病毒抗原检测应用方案（试行）》方案，其中提到，为进一步优化新冠病毒检测策略，服务疫情防控需要，经研究，国务院应对新型冠状病毒肺炎疫情联防联控机制综合组决定在核酸检测基础上，增加抗原检测作为补充。这意味着社区居民有自我检测需求的，可通过零售药店、网络销售平台等渠道，自行购买抗原检测试剂进行自测。紧接着在3月12日，国家药监局发布通告，批准南京诺唯赞、北京金沃夫、深圳华大因源、广州万孚生物、北京华科泰生物的新冠抗原产品自测应用申请变更。自此五款新冠抗原自测产品正式上市。在利好加持下，新冠抗原检测概念股起飞，万孚生物一度大涨18%，最近4日涨幅超58%！诺唯赞一度涨停，大涨20%。除此之外，华大基因、拓新药业、中国医药、以岭药业等新冠概念股集体大涨，成为两市少有的避风港。在港股，哪些个股是新冠受益股？首先是疫苗股，三叶草生物今日一度大涨43%，据了解，该公司旗下的重组蛋白新冠疫苗正在进行2/3期临床试验","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635791004","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}