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牛大哥来啦
2022-07-27
$阿德莱德布莱顿有限公司(ABC.AU)$
我很少发帖,但一直在关注行情
小天湖 湖呀
2023-12-01
[微笑]@文狸
$捷利交易宝(08017)$
选择那个赛道呢
小天湖 湖呀
2023-12-01
选择那个赛道呢
选择那个赛道呢选择那个赛道呢选择那个赛道呢选择那个赛道呢选择那个赛道呢选择那个赛道呢选择那个赛道呢选择那个赛道呢选择那个赛道呢选择那个赛道呢选择那个赛道呢选择那个赛道呢选择那个赛道呢选择那个赛道呢选择那个赛道呢选择那个赛道呢选择那个赛道呢
选择那个赛道呢
小天湖 湖呀
2023-12-01
选择那个赛道呢选择那个赛道呢选择那个赛道呢选择那个赛道呢选
小天湖 湖呀
2023-11-30
小天湖 湖呀
2023-11-30
选择那个赛道呢
来看看我的个人主页
小天湖 湖呀
2023-05-16
没事,,
抱歉,原内容已删除
小天湖 湖呀
2022-10-14
[开心] [开心] [开心]
小天湖 湖呀
2022-09-20
[开心] [开心] [开心]
@蓝鲨消费:洋码头创始人独家回应:人生被描述得一塌糊涂但不会跑也不会赖账
小天湖 湖呀
2022-09-20
[呆住] [呆住] [呆住]
@蓝鲨消费:洋码头创始人独家回应:人生被描述得一塌糊涂但不会跑也不会赖账
小天湖 湖呀
2022-09-20
这
@零售商业财经:元气森林旗下植物茶品牌纤茶业绩同比增长10倍
小天湖 湖呀
2022-08-17
[微笑] [微笑] [微笑] [微笑]
@文狸1
市场综述 | “牛市旗手”启动,又一神股月内涨超133%
小天湖 湖呀
2022-08-01
记录一下在社区的美好瞬间,买一支股票
小天湖 湖呀
2021-12-06
这篇文章不错,转发给大家看看
抱歉,原内容已删除
小天湖 湖呀
2021-12-06
网易云加油!
@小虎周报:一周IPO观察:网易云音乐上市,雍和医疗、青瓷游戏开启打新;美股迎接拉美最大Fintech公司Nubank
小天湖 湖呀
2021-12-06
[Smile] [Smile]
@FlowingCash:周报:再聊聊Square
小天湖 湖呀
2021-12-06
good!!
小天湖 湖呀
2021-12-06
Great ariticle, would you like to share it?
@FlowingCash:周报:再聊聊Square
小天湖 湖呀
2021-11-08
这篇文章不错,转发给大家看
抱歉,原内容已删除
小天湖 湖呀
2021-10-28
[财迷] [财迷] [财迷] [财迷]
@小天湖 湖呀:加油加油加油
小天湖 湖呀
2021-10-28
[财迷] [财迷] [财迷]
@阿珂珂:第一篇帖子
去老虎APP查看更多动态
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[开心] [开心]","images":[{"img":"https://static.tigerbbs.com/ca69e0fb78df2ebacb708db2daed02a9","width":"3024","height":"4032"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":7,"repostSize":1,"link":"https://laohu8.com/post/666506719","isVote":1,"tweetType":1,"viewCount":1324,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577074953058887","authorId":"3577074953058887","name":"小苹果儿儿","avatar":"https://static.tigerbbs.com/afd4a49594359802f0b6f845787453fc","crmLevel":4,"crmLevelSwitch":0,"idStr":"3577074953058887","authorIdStr":"3577074953058887"},"content":"哈哈哈😄","text":"哈哈哈😄","html":"哈哈哈😄"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":661926222,"gmtCreate":1663660292366,"gmtModify":1663660293647,"author":{"id":"4098511121468490","authorId":"4098511121468490","name":"小天湖 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元气森林官方宣布,截至今年8月,旗下无糖植物茶品牌纤茶2022年业绩突破1亿,同比增长10倍。目前纤茶已经成为元气森林重点品牌,在今年4月的媒体沟通会上,元气森林副总裁曾对外提到,纤茶是未来公司的发展重点之一。(36氪) 2、潮流零售品牌KKV联合美团闪购 即时零售为经营带来新增量 日前,综合性生活方式潮流零售品牌KKV正式宣布与美团闪购达成合作。截止目前,全国已有近300家门店上线美团,覆盖全国超100个城市,包括日用百货、精美食品、进口酒类、匠心文具、3C小家电等在内的5000多种商品,能够实现下单后最快30分钟送达。 上线半年以来,KKV销售额增长迅速,8月销售额环比上月增长超32%。据美团闪购相关负责人介绍,KKV消费者以18到35岁的女性为主,这与美团闪购的主要用户群体非常契合。同时上线以来,KKV的夜间订单占比超过10%、3公里以上订单占比超20%,打破了线下实体门店经营时间、空间的限制,提升了门店经营效率。 据悉,8月份,KKV线上最受欢迎的商品品牌为三养、IF椰子水、AlbaSol、KUJIRA、敷尔佳、国誉等知名品牌。“KKV多元、丰富的商品,尤其是对新消费品牌商品的引入,极大地丰富了平台上商品的种类,满足用户各种不同类型的需求。”美团闪购相关负责人说道。 目前,消费者已能在北京、上海、深圳、广州等全国100余个城市,享受到KKV商品最快30分钟外卖到家的服务。(亿邦动力) 3、安踏快手专场GMV超2400万 日前,安踏品牌联合快手电商主播超级丹,对秋季新品进行首发秀直播带货。据悉,本次活动在线观看人数近300万,累计曝光量超4000万,活动累计成交GMV超2400万,单均价超210元。其中,主推产品“安踏C37运动鞋”成交超1万双,单品GMV超300万。(亿邦动力) 4、“东方甄选美丽生活”抖","listText":"▍明星品牌 1、元气森林旗下植物茶品牌纤茶业绩同比增长10倍 元气森林官方宣布,截至今年8月,旗下无糖植物茶品牌纤茶2022年业绩突破1亿,同比增长10倍。目前纤茶已经成为元气森林重点品牌,在今年4月的媒体沟通会上,元气森林副总裁曾对外提到,纤茶是未来公司的发展重点之一。(36氪) 2、潮流零售品牌KKV联合美团闪购 即时零售为经营带来新增量 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纤茶是元气森林旗下主打“药食同源”理念的无糖植物茶品牌,目前已经陆续推出玉米须茶、杭白菊花茶、桑叶茶、青柑陈皮茶、桑椹五黑茶共五款口味,分别针对“祛水肿”、“明目、清火”、“控糖”、“润喉、消食”、“补气、养发”等消费者需求场景,贴合都市白领人群的健康需求。 资料显示,自2021年7月品牌升级以来,纤茶曾连续八周蝉联天猫无糖茶饮料热销榜、好评榜、回购榜榜首,618期间新品桑椹五黑茶上市三天售罄30000瓶。目前纤茶已经成为元气森林重点品牌,在今年4月的媒体沟通会上,元气森林副总裁曾对外提到,纤茶是未来公司的发展重点之一。 元气森林纤茶相关负责人表示:“纤茶希望通过新式工艺,能够在最大程度保留原材料功效的前提下,让养生这件事更方便和好喝。” 一、蛰伏三年,小众品牌纤茶成为“养生解决方案” 纤茶的前身“健美轻茶”在2017年便已立项。产品经理在走访用户的时候发现,有一群白领人群非常喜欢从新加坡、日本等国家代购玉米须茶用于“去水肿”。而“煮玉米须去水肿”的法子在中国的不少古代医药典籍上都有记载,但由于自己煮玉米须水比较麻烦,这一民间配方才逐渐淡出人们的视线。 据了解,在元气森林内部,关于要不要针对这一小众需求专门研发“玉米须茶”的争议一直很多,大部分人认为这款产品在国内没有被验证过、品类很小,没必要冒风险。在质疑声中,最终创始人唐彬森拍了板:“今天的小众不会一直小众。只要对用户好,更健康,就值得做。” 在此之后的三年里,健美轻茶虽然用户口碑很好,但一直销量平平,也曾数度面临被“淘汰”的风险。直到2021年7月,健美轻品牌升级为主打“药食同源”的无糖植物茶饮“纤茶”,产品口味都根据现代人常见的养生需求而设计。 在国内,不少具有养生意识的消费者会用菊花、枸杞等植物原料冲泡养生茶","listText":"9月19日,元气森林官方宣布,截至今年8月,旗下无糖植物茶品牌纤茶2022年业绩突破1亿,同比增长10倍。 纤茶是元气森林旗下主打“药食同源”理念的无糖植物茶品牌,目前已经陆续推出玉米须茶、杭白菊花茶、桑叶茶、青柑陈皮茶、桑椹五黑茶共五款口味,分别针对“祛水肿”、“明目、清火”、“控糖”、“润喉、消食”、“补气、养发”等消费者需求场景,贴合都市白领人群的健康需求。 资料显示,自2021年7月品牌升级以来,纤茶曾连续八周蝉联天猫无糖茶饮料热销榜、好评榜、回购榜榜首,618期间新品桑椹五黑茶上市三天售罄30000瓶。目前纤茶已经成为元气森林重点品牌,在今年4月的媒体沟通会上,元气森林副总裁曾对外提到,纤茶是未来公司的发展重点之一。 元气森林纤茶相关负责人表示:“纤茶希望通过新式工艺,能够在最大程度保留原材料功效的前提下,让养生这件事更方便和好喝。” 一、蛰伏三年,小众品牌纤茶成为“养生解决方案” 纤茶的前身“健美轻茶”在2017年便已立项。产品经理在走访用户的时候发现,有一群白领人群非常喜欢从新加坡、日本等国家代购玉米须茶用于“去水肿”。而“煮玉米须去水肿”的法子在中国的不少古代医药典籍上都有记载,但由于自己煮玉米须水比较麻烦,这一民间配方才逐渐淡出人们的视线。 据了解,在元气森林内部,关于要不要针对这一小众需求专门研发“玉米须茶”的争议一直很多,大部分人认为这款产品在国内没有被验证过、品类很小,没必要冒风险。在质疑声中,最终创始人唐彬森拍了板:“今天的小众不会一直小众。只要对用户好,更健康,就值得做。” 在此之后的三年里,健美轻茶虽然用户口碑很好,但一直销量平平,也曾数度面临被“淘汰”的风险。直到2021年7月,健美轻品牌升级为主打“药食同源”的无糖植物茶饮“纤茶”,产品口味都根据现代人常见的养生需求而设计。 在国内,不少具有养生意识的消费者会用菊花、枸杞等植物原料冲泡养生茶","text":"9月19日,元气森林官方宣布,截至今年8月,旗下无糖植物茶品牌纤茶2022年业绩突破1亿,同比增长10倍。 纤茶是元气森林旗下主打“药食同源”理念的无糖植物茶品牌,目前已经陆续推出玉米须茶、杭白菊花茶、桑叶茶、青柑陈皮茶、桑椹五黑茶共五款口味,分别针对“祛水肿”、“明目、清火”、“控糖”、“润喉、消食”、“补气、养发”等消费者需求场景,贴合都市白领人群的健康需求。 资料显示,自2021年7月品牌升级以来,纤茶曾连续八周蝉联天猫无糖茶饮料热销榜、好评榜、回购榜榜首,618期间新品桑椹五黑茶上市三天售罄30000瓶。目前纤茶已经成为元气森林重点品牌,在今年4月的媒体沟通会上,元气森林副总裁曾对外提到,纤茶是未来公司的发展重点之一。 元气森林纤茶相关负责人表示:“纤茶希望通过新式工艺,能够在最大程度保留原材料功效的前提下,让养生这件事更方便和好喝。” 一、蛰伏三年,小众品牌纤茶成为“养生解决方案” 纤茶的前身“健美轻茶”在2017年便已立项。产品经理在走访用户的时候发现,有一群白领人群非常喜欢从新加坡、日本等国家代购玉米须茶用于“去水肿”。而“煮玉米须去水肿”的法子在中国的不少古代医药典籍上都有记载,但由于自己煮玉米须水比较麻烦,这一民间配方才逐渐淡出人们的视线。 据了解,在元气森林内部,关于要不要针对这一小众需求专门研发“玉米须茶”的争议一直很多,大部分人认为这款产品在国内没有被验证过、品类很小,没必要冒风险。在质疑声中,最终创始人唐彬森拍了板:“今天的小众不会一直小众。只要对用户好,更健康,就值得做。” 在此之后的三年里,健美轻茶虽然用户口碑很好,但一直销量平平,也曾数度面临被“淘汰”的风险。直到2021年7月,健美轻品牌升级为主打“药食同源”的无糖植物茶饮“纤茶”,产品口味都根据现代人常见的养生需求而设计。 在国内,不少具有养生意识的消费者会用菊花、枸杞等植物原料冲泡养生茶","images":[{"img":"https://static.tigerbbs.com/75fe70cbf82b358c75f16b20f90d1482"},{"img":"https://static.tigerbbs.com/e5b9d49d5f0545c8d26523de6c105030"},{"img":"https://static.tigerbbs.com/a044b72b7458db34d6d06a50270cc69f"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661030003","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687975884,"gmtCreate":1660729373750,"gmtModify":1660730732319,"author":{"id":"4098511121468490","authorId":"4098511121468490","name":"小天湖 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“牛市旗手”启动,又一神股月内涨超133%","url":"https://stock-news.laohu8.com/highlight/detail?id=1138224225","media":"老虎资讯综合","summary":"恒生指数收盘上涨91.93点,涨幅0.46%,报19922.45点。","content":"<html><head></head><body><p><b>港股</b></p><p>8月17日(周三),香港恒生指数收盘上涨91.93点,涨幅0.46%,报19922.45点;恒生科技指数收盘上涨17.87点,涨幅0.42%,报4238.9点;国企指数收盘上涨27.37点,涨幅0.41%,报6755.31点;红筹指数收盘上涨33.32点,涨幅0.93%,报3634.39点。</p><p><img src=\"https://static.tigerbbs.com/ea2ea2c2c717c347756b8b74984d482d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/03690\">美团-W</a>涨超3%,此前<a href=\"https://laohu8.com/S/00700\">腾讯</a>称目前没有计划出售美团股份。腾讯涨0.07%,<a href=\"https://laohu8.com/S/0999\">网易-S</a>涨1.12%,<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>涨0.9%,<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>涨0.44%。</p><p><img src=\"https://static.tigerbbs.com/c107a431e24d433c6aec5ab38f70e547\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>电力股上涨,<a href=\"https://laohu8.com/S/02380\">中国电力</a>涨8.17%,<a href=\"https://laohu8.com/S/00836\">华润电力</a>涨5.69%,<a href=\"https://laohu8.com/S/00902\">华能国际电力股份</a>涨2.58%。</p><p>中资券商股走高,<a href=\"https://laohu8.com/S/06178\">光大证券</a>涨4.74%,<a href=\"https://laohu8.com/S/01456\">国联证券</a>涨2.28%,<a href=\"https://laohu8.com/S/06881\">中国银河</a>涨1.97%。</p><p><a href=\"https://laohu8.com/S/00460\">四环医药</a>跌10%,<a href=\"https://laohu8.com/S/00460\">四环医药</a>发盈警,预计6月止六个月录得净亏损不超过1亿人民币;期间经营溢利不低于2亿人民币,且公司拥有人应占溢利仍保持盈利。</p><p><a href=\"https://laohu8.com/S/06833\">兴科蓉医药</a>跌21.57%,其周一暴跌68%,昨日反弹涨40%。<a href=\"https://laohu8.com/S/06833\">兴科蓉医药</a>就股份异常波动发布公告称,董事会并不知悉任何股价波动的原因,以及其他内幕信息,并且董事会亦确认,集团的业务营运维持正常。</p><p><a href=\"https://laohu8.com/S/02237\">中国石墨</a>大涨47.78%,本月涨超133%。<a href=\"https://laohu8.com/S/601211\">国泰君安</a>发布研报称,受益汽车电动化爆发的人造石墨负极材料需求成为推动石墨化发展的主要推手。22年上半年我国锂电负极材料出货量54.0万吨,同比增长68.8%,其中人造石墨占比持续提升,已达到85%。预计25年全球对石墨化的需求约为240万吨。</p><p><img src=\"https://static.tigerbbs.com/d6d0019d0e7a9d91ae5f1efe3ae0f735\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>A股</b></p><p>8月17日,两市主要指数上涨,沪指全天收涨0.45%报3292点,深成指、创业板指分别涨1.01%、1.7%。两市成交额突破万亿。<img src=\"https://static.tigerbbs.com/c48bed4b1b7177b358ff392c65773359\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>“牛市旗手”券商股冲高。<a href=\"https://laohu8.com/S/000728\">国元证券</a>、<a href=\"https://laohu8.com/S/002926\">华西证券</a>涨停,<a href=\"https://laohu8.com/S/601788\">光大证券</a>涨超5%,<a href=\"https://laohu8.com/S/601990\">南京证券</a>、<a href=\"https://laohu8.com/S/300803\">指南针</a>、<a href=\"https://laohu8.com/S/601066\">中信建投</a>等涨幅居前。中航证券研报认为,券商板块处于历史底部,下行空间有限,短期关注修复行情。</p><p>光伏概念股涨“嗨”了!<a href=\"https://laohu8.com/S/002630\">华西能源</a>、<a href=\"https://laohu8.com/S/002564\">天沃科技</a>、<a href=\"https://laohu8.com/S/002334\">英威腾</a>、<a href=\"https://laohu8.com/S/002272\">川润股份</a>、<a href=\"https://laohu8.com/S/600537\">亿晶光电</a>、<a href=\"https://laohu8.com/S/002843\">泰嘉股份</a>等多股涨停。银河证券指出,光伏行业平价与技术共驱,高效电池扩产加速,设备环节迎来高景气。</p><p>电力股全线大涨。<a href=\"https://laohu8.com/S/603693\">江苏新能</a>、<a href=\"https://laohu8.com/S/001289\">龙源电力</a>、<a href=\"https://laohu8.com/S/600644\">乐山电力</a>涨停,<a href=\"https://laohu8.com/S/000601\">韶能股份</a>、<a href=\"https://laohu8.com/S/600821\">金开新能</a>涨超6%。本轮全球高温少雨带来的缺电情况涉及四川、重庆、云南等多个地区。</p><p>虚拟电厂涨幅居前。<a href=\"https://laohu8.com/S/002090\">金智科技</a>、大连电磁、<a href=\"https://laohu8.com/S/002364\">中恒电气</a>、<a href=\"https://laohu8.com/S/002350\">北京科锐</a>、<a href=\"https://laohu8.com/S/002308\">威创股份</a>等涨停。<a href=\"https://laohu8.com/S/002926\">华西证券</a>指出,持续高温叠加经济加速复苏,市场对电力的需求快速提升,连续刷新用电负荷最高纪录,电力调度愈发重要。叠加各地相继出台政策,虚拟电厂有望加速发展。</p><p>培育钻石概念活跃。<a href=\"https://laohu8.com/S/002345\">潮宏基</a>、<a href=\"https://laohu8.com/S/603389\">亚振家居</a>涨停,惠丰钻石涨超9%,<a href=\"https://laohu8.com/S/688028\">沃尔德</a>涨超7%。高性价比的培育钻石渗透率有望加速提升。</p><p>辅助生殖概念股集体走强。<a href=\"https://laohu8.com/S/600774\">汉商集团</a>涨停,<a href=\"https://laohu8.com/S/301122\">采纳股份</a>涨超7%,<a href=\"https://laohu8.com/S/300151\">昌红科技</a>涨超6%。消息面上,国家卫生健康委等17部门16日印发《关于进一步完善和落实积极生育支持措施的指导意见》。平安证券指出,辅助生殖项目进入医保,将推动行业加速发展,下游的医疗服务企业将率先受益。</p><p>有机硅概念跌幅居前。<a href=\"https://laohu8.com/S/603260\">合盛硅业</a>跌超7%,<a href=\"https://laohu8.com/S/300610\">晨化股份</a>跌超6%,<a href=\"https://laohu8.com/S/300727\">润禾材料</a>、<a href=\"https://laohu8.com/S/300019\">硅宝科技</a>跌超5%,<a href=\"https://laohu8.com/S/603938\">三孚股份</a>、<a href=\"https://laohu8.com/S/605366\">宏柏新材</a>、<a href=\"https://laohu8.com/S/605399\">晨光新材</a>等跟跌。</p><p><b>美股</b></p><p>美股三大指数期货在盘前时段集体走低。周二美股涨跌不一,道指录得五连阳,纳指小幅下跌。</p><p><img src=\"https://static.tigerbbs.com/5781da64191d629aed411cd4471659e3\" tg-width=\"778\" tg-height=\"276\" referrerpolicy=\"no-referrer\"/></p><p>拼多多盘前涨超3%,消息称其正在筹备跨境电商平台,应用预计在9月中旬上线,第一站是美国。</p><p>fuboTV盘前涨超3%,昨日大幅收涨近45%。</p><p>“散户概念股”3B家居盘前涨超17%,昨日盘中大涨,收盘涨超29%。</p><p><img src=\"https://static.tigerbbs.com/761ab61c445bbb7c7cc97ad93eb057d3\" tg-width=\"450\" tg-height=\"398\" referrerpolicy=\"no-referrer\"/></p><p><b>大宗商品</b></p><p>国际油价冲高回落。本交易日重点关注EIA原油库存系列数据和美国7月零售销售数据,留意欧美股市的表现和地缘局势相关消息。</p><p><img src=\"https://static.tigerbbs.com/a46a8d1ed1d043594c340d2b40a0ebaf\" tg-width=\"1084\" tg-height=\"663\" referrerpolicy=\"no-referrer\"/></p><p>国际金价小幅走弱。市场关注美联储会议纪要。</p><p><img src=\"https://static.tigerbbs.com/6945599855a12fe357b60d5f516e3cc4\" tg-width=\"1199\" tg-height=\"650\" referrerpolicy=\"no-referrer\"/></p><p></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>市场综述 | “牛市旗手”启动,又一神股月内涨超133%</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市场综述 | “牛市旗手”启动,又一神股月内涨超133%\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\">2022-08-17 16:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>港股</b></p><p>8月17日(周三),香港恒生指数收盘上涨91.93点,涨幅0.46%,报19922.45点;恒生科技指数收盘上涨17.87点,涨幅0.42%,报4238.9点;国企指数收盘上涨27.37点,涨幅0.41%,报6755.31点;红筹指数收盘上涨33.32点,涨幅0.93%,报3634.39点。</p><p><img src=\"https://static.tigerbbs.com/ea2ea2c2c717c347756b8b74984d482d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/03690\">美团-W</a>涨超3%,此前<a href=\"https://laohu8.com/S/00700\">腾讯</a>称目前没有计划出售美团股份。腾讯涨0.07%,<a href=\"https://laohu8.com/S/0999\">网易-S</a>涨1.12%,<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>涨0.9%,<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>涨0.44%。</p><p><img src=\"https://static.tigerbbs.com/c107a431e24d433c6aec5ab38f70e547\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>电力股上涨,<a href=\"https://laohu8.com/S/02380\">中国电力</a>涨8.17%,<a href=\"https://laohu8.com/S/00836\">华润电力</a>涨5.69%,<a href=\"https://laohu8.com/S/00902\">华能国际电力股份</a>涨2.58%。</p><p>中资券商股走高,<a href=\"https://laohu8.com/S/06178\">光大证券</a>涨4.74%,<a href=\"https://laohu8.com/S/01456\">国联证券</a>涨2.28%,<a href=\"https://laohu8.com/S/06881\">中国银河</a>涨1.97%。</p><p><a href=\"https://laohu8.com/S/00460\">四环医药</a>跌10%,<a href=\"https://laohu8.com/S/00460\">四环医药</a>发盈警,预计6月止六个月录得净亏损不超过1亿人民币;期间经营溢利不低于2亿人民币,且公司拥有人应占溢利仍保持盈利。</p><p><a href=\"https://laohu8.com/S/06833\">兴科蓉医药</a>跌21.57%,其周一暴跌68%,昨日反弹涨40%。<a href=\"https://laohu8.com/S/06833\">兴科蓉医药</a>就股份异常波动发布公告称,董事会并不知悉任何股价波动的原因,以及其他内幕信息,并且董事会亦确认,集团的业务营运维持正常。</p><p><a href=\"https://laohu8.com/S/02237\">中国石墨</a>大涨47.78%,本月涨超133%。<a href=\"https://laohu8.com/S/601211\">国泰君安</a>发布研报称,受益汽车电动化爆发的人造石墨负极材料需求成为推动石墨化发展的主要推手。22年上半年我国锂电负极材料出货量54.0万吨,同比增长68.8%,其中人造石墨占比持续提升,已达到85%。预计25年全球对石墨化的需求约为240万吨。</p><p><img src=\"https://static.tigerbbs.com/d6d0019d0e7a9d91ae5f1efe3ae0f735\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>A股</b></p><p>8月17日,两市主要指数上涨,沪指全天收涨0.45%报3292点,深成指、创业板指分别涨1.01%、1.7%。两市成交额突破万亿。<img src=\"https://static.tigerbbs.com/c48bed4b1b7177b358ff392c65773359\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>“牛市旗手”券商股冲高。<a href=\"https://laohu8.com/S/000728\">国元证券</a>、<a href=\"https://laohu8.com/S/002926\">华西证券</a>涨停,<a href=\"https://laohu8.com/S/601788\">光大证券</a>涨超5%,<a href=\"https://laohu8.com/S/601990\">南京证券</a>、<a href=\"https://laohu8.com/S/300803\">指南针</a>、<a href=\"https://laohu8.com/S/601066\">中信建投</a>等涨幅居前。中航证券研报认为,券商板块处于历史底部,下行空间有限,短期关注修复行情。</p><p>光伏概念股涨“嗨”了!<a href=\"https://laohu8.com/S/002630\">华西能源</a>、<a href=\"https://laohu8.com/S/002564\">天沃科技</a>、<a href=\"https://laohu8.com/S/002334\">英威腾</a>、<a href=\"https://laohu8.com/S/002272\">川润股份</a>、<a href=\"https://laohu8.com/S/600537\">亿晶光电</a>、<a href=\"https://laohu8.com/S/002843\">泰嘉股份</a>等多股涨停。银河证券指出,光伏行业平价与技术共驱,高效电池扩产加速,设备环节迎来高景气。</p><p>电力股全线大涨。<a href=\"https://laohu8.com/S/603693\">江苏新能</a>、<a href=\"https://laohu8.com/S/001289\">龙源电力</a>、<a href=\"https://laohu8.com/S/600644\">乐山电力</a>涨停,<a href=\"https://laohu8.com/S/000601\">韶能股份</a>、<a href=\"https://laohu8.com/S/600821\">金开新能</a>涨超6%。本轮全球高温少雨带来的缺电情况涉及四川、重庆、云南等多个地区。</p><p>虚拟电厂涨幅居前。<a href=\"https://laohu8.com/S/002090\">金智科技</a>、大连电磁、<a href=\"https://laohu8.com/S/002364\">中恒电气</a>、<a href=\"https://laohu8.com/S/002350\">北京科锐</a>、<a href=\"https://laohu8.com/S/002308\">威创股份</a>等涨停。<a href=\"https://laohu8.com/S/002926\">华西证券</a>指出,持续高温叠加经济加速复苏,市场对电力的需求快速提升,连续刷新用电负荷最高纪录,电力调度愈发重要。叠加各地相继出台政策,虚拟电厂有望加速发展。</p><p>培育钻石概念活跃。<a href=\"https://laohu8.com/S/002345\">潮宏基</a>、<a href=\"https://laohu8.com/S/603389\">亚振家居</a>涨停,惠丰钻石涨超9%,<a href=\"https://laohu8.com/S/688028\">沃尔德</a>涨超7%。高性价比的培育钻石渗透率有望加速提升。</p><p>辅助生殖概念股集体走强。<a href=\"https://laohu8.com/S/600774\">汉商集团</a>涨停,<a href=\"https://laohu8.com/S/301122\">采纳股份</a>涨超7%,<a href=\"https://laohu8.com/S/300151\">昌红科技</a>涨超6%。消息面上,国家卫生健康委等17部门16日印发《关于进一步完善和落实积极生育支持措施的指导意见》。平安证券指出,辅助生殖项目进入医保,将推动行业加速发展,下游的医疗服务企业将率先受益。</p><p>有机硅概念跌幅居前。<a href=\"https://laohu8.com/S/603260\">合盛硅业</a>跌超7%,<a href=\"https://laohu8.com/S/300610\">晨化股份</a>跌超6%,<a href=\"https://laohu8.com/S/300727\">润禾材料</a>、<a href=\"https://laohu8.com/S/300019\">硅宝科技</a>跌超5%,<a href=\"https://laohu8.com/S/603938\">三孚股份</a>、<a href=\"https://laohu8.com/S/605366\">宏柏新材</a>、<a href=\"https://laohu8.com/S/605399\">晨光新材</a>等跟跌。</p><p><b>美股</b></p><p>美股三大指数期货在盘前时段集体走低。周二美股涨跌不一,道指录得五连阳,纳指小幅下跌。</p><p><img src=\"https://static.tigerbbs.com/5781da64191d629aed411cd4471659e3\" tg-width=\"778\" tg-height=\"276\" referrerpolicy=\"no-referrer\"/></p><p>拼多多盘前涨超3%,消息称其正在筹备跨境电商平台,应用预计在9月中旬上线,第一站是美国。</p><p>fuboTV盘前涨超3%,昨日大幅收涨近45%。</p><p>“散户概念股”3B家居盘前涨超17%,昨日盘中大涨,收盘涨超29%。</p><p><img src=\"https://static.tigerbbs.com/761ab61c445bbb7c7cc97ad93eb057d3\" tg-width=\"450\" tg-height=\"398\" referrerpolicy=\"no-referrer\"/></p><p><b>大宗商品</b></p><p>国际油价冲高回落。本交易日重点关注EIA原油库存系列数据和美国7月零售销售数据,留意欧美股市的表现和地缘局势相关消息。</p><p><img src=\"https://static.tigerbbs.com/a46a8d1ed1d043594c340d2b40a0ebaf\" tg-width=\"1084\" tg-height=\"663\" referrerpolicy=\"no-referrer\"/></p><p>国际金价小幅走弱。市场关注美联储会议纪要。</p><p><img src=\"https://static.tigerbbs.com/6945599855a12fe357b60d5f516e3cc4\" tg-width=\"1199\" tg-height=\"650\" referrerpolicy=\"no-referrer\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"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":"1138224225","content_text":"港股8月17日(周三),香港恒生指数收盘上涨91.93点,涨幅0.46%,报19922.45点;恒生科技指数收盘上涨17.87点,涨幅0.42%,报4238.9点;国企指数收盘上涨27.37点,涨幅0.41%,报6755.31点;红筹指数收盘上涨33.32点,涨幅0.93%,报3634.39点。美团-W涨超3%,此前腾讯称目前没有计划出售美团股份。腾讯涨0.07%,网易-S涨1.12%,京东集团-SW涨0.9%,阿里巴巴-SW涨0.44%。电力股上涨,中国电力涨8.17%,华润电力涨5.69%,华能国际电力股份涨2.58%。中资券商股走高,光大证券涨4.74%,国联证券涨2.28%,中国银河涨1.97%。四环医药跌10%,四环医药发盈警,预计6月止六个月录得净亏损不超过1亿人民币;期间经营溢利不低于2亿人民币,且公司拥有人应占溢利仍保持盈利。兴科蓉医药跌21.57%,其周一暴跌68%,昨日反弹涨40%。兴科蓉医药就股份异常波动发布公告称,董事会并不知悉任何股价波动的原因,以及其他内幕信息,并且董事会亦确认,集团的业务营运维持正常。中国石墨大涨47.78%,本月涨超133%。国泰君安发布研报称,受益汽车电动化爆发的人造石墨负极材料需求成为推动石墨化发展的主要推手。22年上半年我国锂电负极材料出货量54.0万吨,同比增长68.8%,其中人造石墨占比持续提升,已达到85%。预计25年全球对石墨化的需求约为240万吨。A股8月17日,两市主要指数上涨,沪指全天收涨0.45%报3292点,深成指、创业板指分别涨1.01%、1.7%。两市成交额突破万亿。“牛市旗手”券商股冲高。国元证券、华西证券涨停,光大证券涨超5%,南京证券、指南针、中信建投等涨幅居前。中航证券研报认为,券商板块处于历史底部,下行空间有限,短期关注修复行情。光伏概念股涨“嗨”了!华西能源、天沃科技、英威腾、川润股份、亿晶光电、泰嘉股份等多股涨停。银河证券指出,光伏行业平价与技术共驱,高效电池扩产加速,设备环节迎来高景气。电力股全线大涨。江苏新能、龙源电力、乐山电力涨停,韶能股份、金开新能涨超6%。本轮全球高温少雨带来的缺电情况涉及四川、重庆、云南等多个地区。虚拟电厂涨幅居前。金智科技、大连电磁、中恒电气、北京科锐、威创股份等涨停。华西证券指出,持续高温叠加经济加速复苏,市场对电力的需求快速提升,连续刷新用电负荷最高纪录,电力调度愈发重要。叠加各地相继出台政策,虚拟电厂有望加速发展。培育钻石概念活跃。潮宏基、亚振家居涨停,惠丰钻石涨超9%,沃尔德涨超7%。高性价比的培育钻石渗透率有望加速提升。辅助生殖概念股集体走强。汉商集团涨停,采纳股份涨超7%,昌红科技涨超6%。消息面上,国家卫生健康委等17部门16日印发《关于进一步完善和落实积极生育支持措施的指导意见》。平安证券指出,辅助生殖项目进入医保,将推动行业加速发展,下游的医疗服务企业将率先受益。有机硅概念跌幅居前。合盛硅业跌超7%,晨化股份跌超6%,润禾材料、硅宝科技跌超5%,三孚股份、宏柏新材、晨光新材等跟跌。美股美股三大指数期货在盘前时段集体走低。周二美股涨跌不一,道指录得五连阳,纳指小幅下跌。拼多多盘前涨超3%,消息称其正在筹备跨境电商平台,应用预计在9月中旬上线,第一站是美国。fuboTV盘前涨超3%,昨日大幅收涨近45%。“散户概念股”3B家居盘前涨超17%,昨日盘中大涨,收盘涨超29%。大宗商品国际油价冲高回落。本交易日重点关注EIA原油库存系列数据和美国7月零售销售数据,留意欧美股市的表现和地缘局势相关消息。国际金价小幅走弱。市场关注美联储会议纪要。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685035325,"gmtCreate":1659334174070,"gmtModify":1659334174070,"author":{"id":"4098511121468490","authorId":"4098511121468490","name":"小天湖 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、<a href=\"https://laohu8.com/S/06821\">$凯莱英(06821)$</a> 、<a href=\"https://laohu8.com/S/02273\">$固生堂(02273)$</a> 、北海康城-B、<a href=\"https://laohu8.com/S/09699\">$顺丰同城(09699)$</a> 、<a href=\"https://laohu8.com/S/02270\">$德商产投服务(02270)$</a> 、<a href=\"https://laohu8.com/S/02276\">$康耐特光学(02276)$</a> 和<a href=\"https://laohu8.com/S/02279\">$雍禾医疗(02279)$</a> 。金力永磁通过聆讯。 新递交招股书的公司包括:壹九传媒、高视医疗科技、贝达药业、东软医疗、安源种业、亿太恒星、国际教育科技 一、青瓷游戏开启招股 <a href=\"https://laohu8.com/S/06633\">$青瓷游戏(06633)$</a> 通过港交所上市聆讯,联席保荐人为中金公司和中信证券。青瓷游戏旗下代表作为《最强蜗牛》、《提灯与地下城》、《不思议迷宫》、《阿瑞斯病毒》等四款游戏,也是2021年第一家通过港交所聆讯的游戏公司。公司此次定价区间11.2-14.0港元,预计募资9.52-11.9亿港元,市值最高大95.9亿港元。 业绩方面,2018-2020年营收分别为0.98亿元、0.89亿元和12.27亿元,复合年","listText":"港股IPO观察 截止11月26日当周,港股网易云音乐上市,一手中签率20%,最终定价为205港元,上市首日收跌2.49%,周内跌幅2.93%。 开启打新的公司有<a href=\"https://laohu8.com/S/09898\">$微博-SW(09898)$</a> 、<a href=\"https://laohu8.com/S/06821\">$凯莱英(06821)$</a> 、<a href=\"https://laohu8.com/S/02273\">$固生堂(02273)$</a> 、北海康城-B、<a href=\"https://laohu8.com/S/09699\">$顺丰同城(09699)$</a> 、<a href=\"https://laohu8.com/S/02270\">$德商产投服务(02270)$</a> 、<a href=\"https://laohu8.com/S/02276\">$康耐特光学(02276)$</a> 和<a href=\"https://laohu8.com/S/02279\">$雍禾医疗(02279)$</a> 。金力永磁通过聆讯。 新递交招股书的公司包括:壹九传媒、高视医疗科技、贝达药业、东软医疗、安源种业、亿太恒星、国际教育科技 一、青瓷游戏开启招股 <a href=\"https://laohu8.com/S/06633\">$青瓷游戏(06633)$</a> 通过港交所上市聆讯,联席保荐人为中金公司和中信证券。青瓷游戏旗下代表作为《最强蜗牛》、《提灯与地下城》、《不思议迷宫》、《阿瑞斯病毒》等四款游戏,也是2021年第一家通过港交所聆讯的游戏公司。公司此次定价区间11.2-14.0港元,预计募资9.52-11.9亿港元,市值最高大95.9亿港元。 业绩方面,2018-2020年营收分别为0.98亿元、0.89亿元和12.27亿元,复合年","text":"港股IPO观察 截止11月26日当周,港股网易云音乐上市,一手中签率20%,最终定价为205港元,上市首日收跌2.49%,周内跌幅2.93%。 开启打新的公司有$微博-SW(09898)$ 、$凯莱英(06821)$ 、$固生堂(02273)$ 、北海康城-B、$顺丰同城(09699)$ 、$德商产投服务(02270)$ 、$康耐特光学(02276)$ 和$雍禾医疗(02279)$ 。金力永磁通过聆讯。 新递交招股书的公司包括:壹九传媒、高视医疗科技、贝达药业、东软医疗、安源种业、亿太恒星、国际教育科技 一、青瓷游戏开启招股 $青瓷游戏(06633)$ 通过港交所上市聆讯,联席保荐人为中金公司和中信证券。青瓷游戏旗下代表作为《最强蜗牛》、《提灯与地下城》、《不思议迷宫》、《阿瑞斯病毒》等四款游戏,也是2021年第一家通过港交所聆讯的游戏公司。公司此次定价区间11.2-14.0港元,预计募资9.52-11.9亿港元,市值最高大95.9亿港元。 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[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608576969","repostId":"608651263","repostType":1,"repost":{"id":608651263,"gmtCreate":1638719639773,"gmtModify":1638759260314,"author":{"id":"3516684144781058","authorId":"3516684144781058","name":"FlowingCash","avatar":"https://static.tigerbbs.com/67bf943fe99e7187f6072ef83d10041a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3516684144781058","authorIdStr":"3516684144781058"},"themes":[],"title":"周报:再聊聊Square","htmlText":"本周账户出现明显回调,首先是宏观上,市场对美联储收紧货币政策和新变异病毒带来的不确定性感到恐惧,指数也出现回调,其中纳指回调最为明显。在个股方面,除了苹果,其他都出现了不同程度的下跌。当然,第一重仓股SQ下跌超过16%对账户有重大影响。本周仓位也出现了明显的变化,尤其是在下跌,往往是我加入新标的和加仓的时机。我发现,投资的收益如何,主要取决于在下跌时如何反应。加仓方面,加仓了SQ、特斯拉和Cypress,同时再次大幅减仓了LAC。关于SQ,后面还会有详细的分析。新加入标的方面,新买入了小鹏汽车和福泰制药。福泰制药是一家生物制药公司,目前已经商业化的药物主要集中的囊性纤维化领域,管线里面也有针对其他适应症的药物。暂时还不是十分了解这家公司,先建立观察仓位。有了仓位,才会督促自己继续往生物科技领域研究。小鹏汽车方面,可以说新能源车是今年中概股中最强的板块了,即使这种小鹏大跌,今年以来依然上涨超过2%。中国本土新能源车品牌的增长简直是明牌,如果不是今年中概这样的环境,三家公司不会这么低的市值。三家公司中我之所以选择小鹏,首先排除还没推出纯电动车的理想,然后蔚来产能拉垮,所以选择小鹏。回到SQ上,首先整个支付板块,尤其是新兴的支付板块,近几周的跌幅基本都超过20%。整个支付板块可以再细分成传统的支付板块,这个以visa和mastercard为主。还有新兴互联网支付,这个也会被市场认为属于FinTech,主要参与者是PYPL、SQ、SOFI、AFRM。FinTech板块的下跌尤其显著,这个板块和实体经济强相关,其中AFRM和SOFI还涉及借贷业务,并且会计入到自己的资产负债表,也就是自身要承担借贷风险。SQ虽然也有贷款,资产负债表只会记录有少量负债,大部分都会打包出售,不承担太多借贷风险。找AFRM和SOFI借款的人本来就是在传统金融体系中信用较差的人,现在在新的变异新冠病毒爆发的","listText":"本周账户出现明显回调,首先是宏观上,市场对美联储收紧货币政策和新变异病毒带来的不确定性感到恐惧,指数也出现回调,其中纳指回调最为明显。在个股方面,除了苹果,其他都出现了不同程度的下跌。当然,第一重仓股SQ下跌超过16%对账户有重大影响。本周仓位也出现了明显的变化,尤其是在下跌,往往是我加入新标的和加仓的时机。我发现,投资的收益如何,主要取决于在下跌时如何反应。加仓方面,加仓了SQ、特斯拉和Cypress,同时再次大幅减仓了LAC。关于SQ,后面还会有详细的分析。新加入标的方面,新买入了小鹏汽车和福泰制药。福泰制药是一家生物制药公司,目前已经商业化的药物主要集中的囊性纤维化领域,管线里面也有针对其他适应症的药物。暂时还不是十分了解这家公司,先建立观察仓位。有了仓位,才会督促自己继续往生物科技领域研究。小鹏汽车方面,可以说新能源车是今年中概股中最强的板块了,即使这种小鹏大跌,今年以来依然上涨超过2%。中国本土新能源车品牌的增长简直是明牌,如果不是今年中概这样的环境,三家公司不会这么低的市值。三家公司中我之所以选择小鹏,首先排除还没推出纯电动车的理想,然后蔚来产能拉垮,所以选择小鹏。回到SQ上,首先整个支付板块,尤其是新兴的支付板块,近几周的跌幅基本都超过20%。整个支付板块可以再细分成传统的支付板块,这个以visa和mastercard为主。还有新兴互联网支付,这个也会被市场认为属于FinTech,主要参与者是PYPL、SQ、SOFI、AFRM。FinTech板块的下跌尤其显著,这个板块和实体经济强相关,其中AFRM和SOFI还涉及借贷业务,并且会计入到自己的资产负债表,也就是自身要承担借贷风险。SQ虽然也有贷款,资产负债表只会记录有少量负债,大部分都会打包出售,不承担太多借贷风险。找AFRM和SOFI借款的人本来就是在传统金融体系中信用较差的人,现在在新的变异新冠病毒爆发的","text":"本周账户出现明显回调,首先是宏观上,市场对美联储收紧货币政策和新变异病毒带来的不确定性感到恐惧,指数也出现回调,其中纳指回调最为明显。在个股方面,除了苹果,其他都出现了不同程度的下跌。当然,第一重仓股SQ下跌超过16%对账户有重大影响。本周仓位也出现了明显的变化,尤其是在下跌,往往是我加入新标的和加仓的时机。我发现,投资的收益如何,主要取决于在下跌时如何反应。加仓方面,加仓了SQ、特斯拉和Cypress,同时再次大幅减仓了LAC。关于SQ,后面还会有详细的分析。新加入标的方面,新买入了小鹏汽车和福泰制药。福泰制药是一家生物制药公司,目前已经商业化的药物主要集中的囊性纤维化领域,管线里面也有针对其他适应症的药物。暂时还不是十分了解这家公司,先建立观察仓位。有了仓位,才会督促自己继续往生物科技领域研究。小鹏汽车方面,可以说新能源车是今年中概股中最强的板块了,即使这种小鹏大跌,今年以来依然上涨超过2%。中国本土新能源车品牌的增长简直是明牌,如果不是今年中概这样的环境,三家公司不会这么低的市值。三家公司中我之所以选择小鹏,首先排除还没推出纯电动车的理想,然后蔚来产能拉垮,所以选择小鹏。回到SQ上,首先整个支付板块,尤其是新兴的支付板块,近几周的跌幅基本都超过20%。整个支付板块可以再细分成传统的支付板块,这个以visa和mastercard为主。还有新兴互联网支付,这个也会被市场认为属于FinTech,主要参与者是PYPL、SQ、SOFI、AFRM。FinTech板块的下跌尤其显著,这个板块和实体经济强相关,其中AFRM和SOFI还涉及借贷业务,并且会计入到自己的资产负债表,也就是自身要承担借贷风险。SQ虽然也有贷款,资产负债表只会记录有少量负债,大部分都会打包出售,不承担太多借贷风险。找AFRM和SOFI借款的人本来就是在传统金融体系中信用较差的人,现在在新的变异新冠病毒爆发的","images":[{"img":"https://static.tigerbbs.com/603c785607678d6f6ee361d2efdf7793","width":"688","height":"414"},{"img":"https://static.tigerbbs.com/75bb094b97fac4909dcab3ff2da1e528","width":"688","height":"309"},{"img":"https://static.tigerbbs.com/7f69ee154b178753da290150d363052e","width":"688","height":"209"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608651263","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1093,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608578681,"gmtCreate":1638767403867,"gmtModify":1642475198333,"author":{"id":"4098511121468490","authorId":"4098511121468490","name":"小天湖 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上线半年以来,KKV销售额增长迅速,8月销售额环比上月增长超32%。据美团闪购相关负责人介绍,KKV消费者以18到35岁的女性为主,这与美团闪购的主要用户群体非常契合。同时上线以来,KKV的夜间订单占比超过10%、3公里以上订单占比超20%,打破了线下实体门店经营时间、空间的限制,提升了门店经营效率。 据悉,8月份,KKV线上最受欢迎的商品品牌为三养、IF椰子水、AlbaSol、KUJIRA、敷尔佳、国誉等知名品牌。“KKV多元、丰富的商品,尤其是对新消费品牌商品的引入,极大地丰富了平台上商品的种类,满足用户各种不同类型的需求。”美团闪购相关负责人说道。 目前,消费者已能在北京、上海、深圳、广州等全国100余个城市,享受到KKV商品最快30分钟外卖到家的服务。(亿邦动力) 3、安踏快手专场GMV超2400万 日前,安踏品牌联合快手电商主播超级丹,对秋季新品进行首发秀直播带货。据悉,本次活动在线观看人数近300万,累计曝光量超4000万,活动累计成交GMV超2400万,单均价超210元。其中,主推产品“安踏C37运动鞋”成交超1万双,单品GMV超300万。(亿邦动力) 4、“东方甄选美丽生活”抖","listText":"▍明星品牌 1、元气森林旗下植物茶品牌纤茶业绩同比增长10倍 元气森林官方宣布,截至今年8月,旗下无糖植物茶品牌纤茶2022年业绩突破1亿,同比增长10倍。目前纤茶已经成为元气森林重点品牌,在今年4月的媒体沟通会上,元气森林副总裁曾对外提到,纤茶是未来公司的发展重点之一。(36氪) 2、潮流零售品牌KKV联合美团闪购 即时零售为经营带来新增量 日前,综合性生活方式潮流零售品牌KKV正式宣布与美团闪购达成合作。截止目前,全国已有近300家门店上线美团,覆盖全国超100个城市,包括日用百货、精美食品、进口酒类、匠心文具、3C小家电等在内的5000多种商品,能够实现下单后最快30分钟送达。 上线半年以来,KKV销售额增长迅速,8月销售额环比上月增长超32%。据美团闪购相关负责人介绍,KKV消费者以18到35岁的女性为主,这与美团闪购的主要用户群体非常契合。同时上线以来,KKV的夜间订单占比超过10%、3公里以上订单占比超20%,打破了线下实体门店经营时间、空间的限制,提升了门店经营效率。 据悉,8月份,KKV线上最受欢迎的商品品牌为三养、IF椰子水、AlbaSol、KUJIRA、敷尔佳、国誉等知名品牌。“KKV多元、丰富的商品,尤其是对新消费品牌商品的引入,极大地丰富了平台上商品的种类,满足用户各种不同类型的需求。”美团闪购相关负责人说道。 目前,消费者已能在北京、上海、深圳、广州等全国100余个城市,享受到KKV商品最快30分钟外卖到家的服务。(亿邦动力) 3、安踏快手专场GMV超2400万 日前,安踏品牌联合快手电商主播超级丹,对秋季新品进行首发秀直播带货。据悉,本次活动在线观看人数近300万,累计曝光量超4000万,活动累计成交GMV超2400万,单均价超210元。其中,主推产品“安踏C37运动鞋”成交超1万双,单品GMV超300万。(亿邦动力) 4、“东方甄选美丽生活”抖","text":"▍明星品牌 1、元气森林旗下植物茶品牌纤茶业绩同比增长10倍 元气森林官方宣布,截至今年8月,旗下无糖植物茶品牌纤茶2022年业绩突破1亿,同比增长10倍。目前纤茶已经成为元气森林重点品牌,在今年4月的媒体沟通会上,元气森林副总裁曾对外提到,纤茶是未来公司的发展重点之一。(36氪) 2、潮流零售品牌KKV联合美团闪购 即时零售为经营带来新增量 日前,综合性生活方式潮流零售品牌KKV正式宣布与美团闪购达成合作。截止目前,全国已有近300家门店上线美团,覆盖全国超100个城市,包括日用百货、精美食品、进口酒类、匠心文具、3C小家电等在内的5000多种商品,能够实现下单后最快30分钟送达。 上线半年以来,KKV销售额增长迅速,8月销售额环比上月增长超32%。据美团闪购相关负责人介绍,KKV消费者以18到35岁的女性为主,这与美团闪购的主要用户群体非常契合。同时上线以来,KKV的夜间订单占比超过10%、3公里以上订单占比超20%,打破了线下实体门店经营时间、空间的限制,提升了门店经营效率。 据悉,8月份,KKV线上最受欢迎的商品品牌为三养、IF椰子水、AlbaSol、KUJIRA、敷尔佳、国誉等知名品牌。“KKV多元、丰富的商品,尤其是对新消费品牌商品的引入,极大地丰富了平台上商品的种类,满足用户各种不同类型的需求。”美团闪购相关负责人说道。 目前,消费者已能在北京、上海、深圳、广州等全国100余个城市,享受到KKV商品最快30分钟外卖到家的服务。(亿邦动力) 3、安踏快手专场GMV超2400万 日前,安踏品牌联合快手电商主播超级丹,对秋季新品进行首发秀直播带货。据悉,本次活动在线观看人数近300万,累计曝光量超4000万,活动累计成交GMV超2400万,单均价超210元。其中,主推产品“安踏C37运动鞋”成交超1万双,单品GMV超300万。(亿邦动力) 4、“东方甄选美丽生活”抖","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661986441","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":661928089,"gmtCreate":1663659872341,"gmtModify":1663659873804,"author":{"id":"4098511121468490","authorId":"4098511121468490","name":"小天湖 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纤茶是元气森林旗下主打“药食同源”理念的无糖植物茶品牌,目前已经陆续推出玉米须茶、杭白菊花茶、桑叶茶、青柑陈皮茶、桑椹五黑茶共五款口味,分别针对“祛水肿”、“明目、清火”、“控糖”、“润喉、消食”、“补气、养发”等消费者需求场景,贴合都市白领人群的健康需求。 资料显示,自2021年7月品牌升级以来,纤茶曾连续八周蝉联天猫无糖茶饮料热销榜、好评榜、回购榜榜首,618期间新品桑椹五黑茶上市三天售罄30000瓶。目前纤茶已经成为元气森林重点品牌,在今年4月的媒体沟通会上,元气森林副总裁曾对外提到,纤茶是未来公司的发展重点之一。 元气森林纤茶相关负责人表示:“纤茶希望通过新式工艺,能够在最大程度保留原材料功效的前提下,让养生这件事更方便和好喝。” 一、蛰伏三年,小众品牌纤茶成为“养生解决方案” 纤茶的前身“健美轻茶”在2017年便已立项。产品经理在走访用户的时候发现,有一群白领人群非常喜欢从新加坡、日本等国家代购玉米须茶用于“去水肿”。而“煮玉米须去水肿”的法子在中国的不少古代医药典籍上都有记载,但由于自己煮玉米须水比较麻烦,这一民间配方才逐渐淡出人们的视线。 据了解,在元气森林内部,关于要不要针对这一小众需求专门研发“玉米须茶”的争议一直很多,大部分人认为这款产品在国内没有被验证过、品类很小,没必要冒风险。在质疑声中,最终创始人唐彬森拍了板:“今天的小众不会一直小众。只要对用户好,更健康,就值得做。” 在此之后的三年里,健美轻茶虽然用户口碑很好,但一直销量平平,也曾数度面临被“淘汰”的风险。直到2021年7月,健美轻品牌升级为主打“药食同源”的无糖植物茶饮“纤茶”,产品口味都根据现代人常见的养生需求而设计。 在国内,不少具有养生意识的消费者会用菊花、枸杞等植物原料冲泡养生茶","listText":"9月19日,元气森林官方宣布,截至今年8月,旗下无糖植物茶品牌纤茶2022年业绩突破1亿,同比增长10倍。 纤茶是元气森林旗下主打“药食同源”理念的无糖植物茶品牌,目前已经陆续推出玉米须茶、杭白菊花茶、桑叶茶、青柑陈皮茶、桑椹五黑茶共五款口味,分别针对“祛水肿”、“明目、清火”、“控糖”、“润喉、消食”、“补气、养发”等消费者需求场景,贴合都市白领人群的健康需求。 资料显示,自2021年7月品牌升级以来,纤茶曾连续八周蝉联天猫无糖茶饮料热销榜、好评榜、回购榜榜首,618期间新品桑椹五黑茶上市三天售罄30000瓶。目前纤茶已经成为元气森林重点品牌,在今年4月的媒体沟通会上,元气森林副总裁曾对外提到,纤茶是未来公司的发展重点之一。 元气森林纤茶相关负责人表示:“纤茶希望通过新式工艺,能够在最大程度保留原材料功效的前提下,让养生这件事更方便和好喝。” 一、蛰伏三年,小众品牌纤茶成为“养生解决方案” 纤茶的前身“健美轻茶”在2017年便已立项。产品经理在走访用户的时候发现,有一群白领人群非常喜欢从新加坡、日本等国家代购玉米须茶用于“去水肿”。而“煮玉米须去水肿”的法子在中国的不少古代医药典籍上都有记载,但由于自己煮玉米须水比较麻烦,这一民间配方才逐渐淡出人们的视线。 据了解,在元气森林内部,关于要不要针对这一小众需求专门研发“玉米须茶”的争议一直很多,大部分人认为这款产品在国内没有被验证过、品类很小,没必要冒风险。在质疑声中,最终创始人唐彬森拍了板:“今天的小众不会一直小众。只要对用户好,更健康,就值得做。” 在此之后的三年里,健美轻茶虽然用户口碑很好,但一直销量平平,也曾数度面临被“淘汰”的风险。直到2021年7月,健美轻品牌升级为主打“药食同源”的无糖植物茶饮“纤茶”,产品口味都根据现代人常见的养生需求而设计。 在国内,不少具有养生意识的消费者会用菊花、枸杞等植物原料冲泡养生茶","text":"9月19日,元气森林官方宣布,截至今年8月,旗下无糖植物茶品牌纤茶2022年业绩突破1亿,同比增长10倍。 纤茶是元气森林旗下主打“药食同源”理念的无糖植物茶品牌,目前已经陆续推出玉米须茶、杭白菊花茶、桑叶茶、青柑陈皮茶、桑椹五黑茶共五款口味,分别针对“祛水肿”、“明目、清火”、“控糖”、“润喉、消食”、“补气、养发”等消费者需求场景,贴合都市白领人群的健康需求。 资料显示,自2021年7月品牌升级以来,纤茶曾连续八周蝉联天猫无糖茶饮料热销榜、好评榜、回购榜榜首,618期间新品桑椹五黑茶上市三天售罄30000瓶。目前纤茶已经成为元气森林重点品牌,在今年4月的媒体沟通会上,元气森林副总裁曾对外提到,纤茶是未来公司的发展重点之一。 元气森林纤茶相关负责人表示:“纤茶希望通过新式工艺,能够在最大程度保留原材料功效的前提下,让养生这件事更方便和好喝。” 一、蛰伏三年,小众品牌纤茶成为“养生解决方案” 纤茶的前身“健美轻茶”在2017年便已立项。产品经理在走访用户的时候发现,有一群白领人群非常喜欢从新加坡、日本等国家代购玉米须茶用于“去水肿”。而“煮玉米须去水肿”的法子在中国的不少古代医药典籍上都有记载,但由于自己煮玉米须水比较麻烦,这一民间配方才逐渐淡出人们的视线。 据了解,在元气森林内部,关于要不要针对这一小众需求专门研发“玉米须茶”的争议一直很多,大部分人认为这款产品在国内没有被验证过、品类很小,没必要冒风险。在质疑声中,最终创始人唐彬森拍了板:“今天的小众不会一直小众。只要对用户好,更健康,就值得做。” 在此之后的三年里,健美轻茶虽然用户口碑很好,但一直销量平平,也曾数度面临被“淘汰”的风险。直到2021年7月,健美轻品牌升级为主打“药食同源”的无糖植物茶饮“纤茶”,产品口味都根据现代人常见的养生需求而设计。 在国内,不少具有养生意识的消费者会用菊花、枸杞等植物原料冲泡养生茶","images":[{"img":"https://static.tigerbbs.com/75fe70cbf82b358c75f16b20f90d1482"},{"img":"https://static.tigerbbs.com/e5b9d49d5f0545c8d26523de6c105030"},{"img":"https://static.tigerbbs.com/a044b72b7458db34d6d06a50270cc69f"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661030003","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687975884,"gmtCreate":1660729373750,"gmtModify":1660730732319,"author":{"id":"4098511121468490","authorId":"4098511121468490","name":"小天湖 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“牛市旗手”启动,又一神股月内涨超133%","url":"https://stock-news.laohu8.com/highlight/detail?id=1138224225","media":"老虎资讯综合","summary":"恒生指数收盘上涨91.93点,涨幅0.46%,报19922.45点。","content":"<html><head></head><body><p><b>港股</b></p><p>8月17日(周三),香港恒生指数收盘上涨91.93点,涨幅0.46%,报19922.45点;恒生科技指数收盘上涨17.87点,涨幅0.42%,报4238.9点;国企指数收盘上涨27.37点,涨幅0.41%,报6755.31点;红筹指数收盘上涨33.32点,涨幅0.93%,报3634.39点。</p><p><img src=\"https://static.tigerbbs.com/ea2ea2c2c717c347756b8b74984d482d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/03690\">美团-W</a>涨超3%,此前<a href=\"https://laohu8.com/S/00700\">腾讯</a>称目前没有计划出售美团股份。腾讯涨0.07%,<a href=\"https://laohu8.com/S/0999\">网易-S</a>涨1.12%,<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>涨0.9%,<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>涨0.44%。</p><p><img src=\"https://static.tigerbbs.com/c107a431e24d433c6aec5ab38f70e547\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>电力股上涨,<a href=\"https://laohu8.com/S/02380\">中国电力</a>涨8.17%,<a href=\"https://laohu8.com/S/00836\">华润电力</a>涨5.69%,<a href=\"https://laohu8.com/S/00902\">华能国际电力股份</a>涨2.58%。</p><p>中资券商股走高,<a href=\"https://laohu8.com/S/06178\">光大证券</a>涨4.74%,<a href=\"https://laohu8.com/S/01456\">国联证券</a>涨2.28%,<a href=\"https://laohu8.com/S/06881\">中国银河</a>涨1.97%。</p><p><a href=\"https://laohu8.com/S/00460\">四环医药</a>跌10%,<a href=\"https://laohu8.com/S/00460\">四环医药</a>发盈警,预计6月止六个月录得净亏损不超过1亿人民币;期间经营溢利不低于2亿人民币,且公司拥有人应占溢利仍保持盈利。</p><p><a href=\"https://laohu8.com/S/06833\">兴科蓉医药</a>跌21.57%,其周一暴跌68%,昨日反弹涨40%。<a href=\"https://laohu8.com/S/06833\">兴科蓉医药</a>就股份异常波动发布公告称,董事会并不知悉任何股价波动的原因,以及其他内幕信息,并且董事会亦确认,集团的业务营运维持正常。</p><p><a href=\"https://laohu8.com/S/02237\">中国石墨</a>大涨47.78%,本月涨超133%。<a href=\"https://laohu8.com/S/601211\">国泰君安</a>发布研报称,受益汽车电动化爆发的人造石墨负极材料需求成为推动石墨化发展的主要推手。22年上半年我国锂电负极材料出货量54.0万吨,同比增长68.8%,其中人造石墨占比持续提升,已达到85%。预计25年全球对石墨化的需求约为240万吨。</p><p><img src=\"https://static.tigerbbs.com/d6d0019d0e7a9d91ae5f1efe3ae0f735\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>A股</b></p><p>8月17日,两市主要指数上涨,沪指全天收涨0.45%报3292点,深成指、创业板指分别涨1.01%、1.7%。两市成交额突破万亿。<img src=\"https://static.tigerbbs.com/c48bed4b1b7177b358ff392c65773359\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>“牛市旗手”券商股冲高。<a href=\"https://laohu8.com/S/000728\">国元证券</a>、<a href=\"https://laohu8.com/S/002926\">华西证券</a>涨停,<a href=\"https://laohu8.com/S/601788\">光大证券</a>涨超5%,<a href=\"https://laohu8.com/S/601990\">南京证券</a>、<a href=\"https://laohu8.com/S/300803\">指南针</a>、<a href=\"https://laohu8.com/S/601066\">中信建投</a>等涨幅居前。中航证券研报认为,券商板块处于历史底部,下行空间有限,短期关注修复行情。</p><p>光伏概念股涨“嗨”了!<a href=\"https://laohu8.com/S/002630\">华西能源</a>、<a href=\"https://laohu8.com/S/002564\">天沃科技</a>、<a href=\"https://laohu8.com/S/002334\">英威腾</a>、<a href=\"https://laohu8.com/S/002272\">川润股份</a>、<a href=\"https://laohu8.com/S/600537\">亿晶光电</a>、<a href=\"https://laohu8.com/S/002843\">泰嘉股份</a>等多股涨停。银河证券指出,光伏行业平价与技术共驱,高效电池扩产加速,设备环节迎来高景气。</p><p>电力股全线大涨。<a href=\"https://laohu8.com/S/603693\">江苏新能</a>、<a href=\"https://laohu8.com/S/001289\">龙源电力</a>、<a href=\"https://laohu8.com/S/600644\">乐山电力</a>涨停,<a href=\"https://laohu8.com/S/000601\">韶能股份</a>、<a href=\"https://laohu8.com/S/600821\">金开新能</a>涨超6%。本轮全球高温少雨带来的缺电情况涉及四川、重庆、云南等多个地区。</p><p>虚拟电厂涨幅居前。<a href=\"https://laohu8.com/S/002090\">金智科技</a>、大连电磁、<a href=\"https://laohu8.com/S/002364\">中恒电气</a>、<a href=\"https://laohu8.com/S/002350\">北京科锐</a>、<a href=\"https://laohu8.com/S/002308\">威创股份</a>等涨停。<a href=\"https://laohu8.com/S/002926\">华西证券</a>指出,持续高温叠加经济加速复苏,市场对电力的需求快速提升,连续刷新用电负荷最高纪录,电力调度愈发重要。叠加各地相继出台政策,虚拟电厂有望加速发展。</p><p>培育钻石概念活跃。<a href=\"https://laohu8.com/S/002345\">潮宏基</a>、<a href=\"https://laohu8.com/S/603389\">亚振家居</a>涨停,惠丰钻石涨超9%,<a href=\"https://laohu8.com/S/688028\">沃尔德</a>涨超7%。高性价比的培育钻石渗透率有望加速提升。</p><p>辅助生殖概念股集体走强。<a href=\"https://laohu8.com/S/600774\">汉商集团</a>涨停,<a href=\"https://laohu8.com/S/301122\">采纳股份</a>涨超7%,<a href=\"https://laohu8.com/S/300151\">昌红科技</a>涨超6%。消息面上,国家卫生健康委等17部门16日印发《关于进一步完善和落实积极生育支持措施的指导意见》。平安证券指出,辅助生殖项目进入医保,将推动行业加速发展,下游的医疗服务企业将率先受益。</p><p>有机硅概念跌幅居前。<a href=\"https://laohu8.com/S/603260\">合盛硅业</a>跌超7%,<a href=\"https://laohu8.com/S/300610\">晨化股份</a>跌超6%,<a href=\"https://laohu8.com/S/300727\">润禾材料</a>、<a href=\"https://laohu8.com/S/300019\">硅宝科技</a>跌超5%,<a href=\"https://laohu8.com/S/603938\">三孚股份</a>、<a href=\"https://laohu8.com/S/605366\">宏柏新材</a>、<a href=\"https://laohu8.com/S/605399\">晨光新材</a>等跟跌。</p><p><b>美股</b></p><p>美股三大指数期货在盘前时段集体走低。周二美股涨跌不一,道指录得五连阳,纳指小幅下跌。</p><p><img src=\"https://static.tigerbbs.com/5781da64191d629aed411cd4471659e3\" tg-width=\"778\" tg-height=\"276\" referrerpolicy=\"no-referrer\"/></p><p>拼多多盘前涨超3%,消息称其正在筹备跨境电商平台,应用预计在9月中旬上线,第一站是美国。</p><p>fuboTV盘前涨超3%,昨日大幅收涨近45%。</p><p>“散户概念股”3B家居盘前涨超17%,昨日盘中大涨,收盘涨超29%。</p><p><img src=\"https://static.tigerbbs.com/761ab61c445bbb7c7cc97ad93eb057d3\" tg-width=\"450\" tg-height=\"398\" referrerpolicy=\"no-referrer\"/></p><p><b>大宗商品</b></p><p>国际油价冲高回落。本交易日重点关注EIA原油库存系列数据和美国7月零售销售数据,留意欧美股市的表现和地缘局势相关消息。</p><p><img src=\"https://static.tigerbbs.com/a46a8d1ed1d043594c340d2b40a0ebaf\" tg-width=\"1084\" tg-height=\"663\" referrerpolicy=\"no-referrer\"/></p><p>国际金价小幅走弱。市场关注美联储会议纪要。</p><p><img src=\"https://static.tigerbbs.com/6945599855a12fe357b60d5f516e3cc4\" tg-width=\"1199\" tg-height=\"650\" referrerpolicy=\"no-referrer\"/></p><p></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>市场综述 | “牛市旗手”启动,又一神股月内涨超133%</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市场综述 | “牛市旗手”启动,又一神股月内涨超133%\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\">2022-08-17 16:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>港股</b></p><p>8月17日(周三),香港恒生指数收盘上涨91.93点,涨幅0.46%,报19922.45点;恒生科技指数收盘上涨17.87点,涨幅0.42%,报4238.9点;国企指数收盘上涨27.37点,涨幅0.41%,报6755.31点;红筹指数收盘上涨33.32点,涨幅0.93%,报3634.39点。</p><p><img src=\"https://static.tigerbbs.com/ea2ea2c2c717c347756b8b74984d482d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/03690\">美团-W</a>涨超3%,此前<a href=\"https://laohu8.com/S/00700\">腾讯</a>称目前没有计划出售美团股份。腾讯涨0.07%,<a href=\"https://laohu8.com/S/0999\">网易-S</a>涨1.12%,<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>涨0.9%,<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>涨0.44%。</p><p><img src=\"https://static.tigerbbs.com/c107a431e24d433c6aec5ab38f70e547\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>电力股上涨,<a href=\"https://laohu8.com/S/02380\">中国电力</a>涨8.17%,<a href=\"https://laohu8.com/S/00836\">华润电力</a>涨5.69%,<a href=\"https://laohu8.com/S/00902\">华能国际电力股份</a>涨2.58%。</p><p>中资券商股走高,<a href=\"https://laohu8.com/S/06178\">光大证券</a>涨4.74%,<a href=\"https://laohu8.com/S/01456\">国联证券</a>涨2.28%,<a href=\"https://laohu8.com/S/06881\">中国银河</a>涨1.97%。</p><p><a href=\"https://laohu8.com/S/00460\">四环医药</a>跌10%,<a href=\"https://laohu8.com/S/00460\">四环医药</a>发盈警,预计6月止六个月录得净亏损不超过1亿人民币;期间经营溢利不低于2亿人民币,且公司拥有人应占溢利仍保持盈利。</p><p><a href=\"https://laohu8.com/S/06833\">兴科蓉医药</a>跌21.57%,其周一暴跌68%,昨日反弹涨40%。<a href=\"https://laohu8.com/S/06833\">兴科蓉医药</a>就股份异常波动发布公告称,董事会并不知悉任何股价波动的原因,以及其他内幕信息,并且董事会亦确认,集团的业务营运维持正常。</p><p><a href=\"https://laohu8.com/S/02237\">中国石墨</a>大涨47.78%,本月涨超133%。<a href=\"https://laohu8.com/S/601211\">国泰君安</a>发布研报称,受益汽车电动化爆发的人造石墨负极材料需求成为推动石墨化发展的主要推手。22年上半年我国锂电负极材料出货量54.0万吨,同比增长68.8%,其中人造石墨占比持续提升,已达到85%。预计25年全球对石墨化的需求约为240万吨。</p><p><img src=\"https://static.tigerbbs.com/d6d0019d0e7a9d91ae5f1efe3ae0f735\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>A股</b></p><p>8月17日,两市主要指数上涨,沪指全天收涨0.45%报3292点,深成指、创业板指分别涨1.01%、1.7%。两市成交额突破万亿。<img src=\"https://static.tigerbbs.com/c48bed4b1b7177b358ff392c65773359\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>“牛市旗手”券商股冲高。<a href=\"https://laohu8.com/S/000728\">国元证券</a>、<a href=\"https://laohu8.com/S/002926\">华西证券</a>涨停,<a href=\"https://laohu8.com/S/601788\">光大证券</a>涨超5%,<a href=\"https://laohu8.com/S/601990\">南京证券</a>、<a href=\"https://laohu8.com/S/300803\">指南针</a>、<a href=\"https://laohu8.com/S/601066\">中信建投</a>等涨幅居前。中航证券研报认为,券商板块处于历史底部,下行空间有限,短期关注修复行情。</p><p>光伏概念股涨“嗨”了!<a href=\"https://laohu8.com/S/002630\">华西能源</a>、<a href=\"https://laohu8.com/S/002564\">天沃科技</a>、<a href=\"https://laohu8.com/S/002334\">英威腾</a>、<a href=\"https://laohu8.com/S/002272\">川润股份</a>、<a href=\"https://laohu8.com/S/600537\">亿晶光电</a>、<a href=\"https://laohu8.com/S/002843\">泰嘉股份</a>等多股涨停。银河证券指出,光伏行业平价与技术共驱,高效电池扩产加速,设备环节迎来高景气。</p><p>电力股全线大涨。<a href=\"https://laohu8.com/S/603693\">江苏新能</a>、<a href=\"https://laohu8.com/S/001289\">龙源电力</a>、<a href=\"https://laohu8.com/S/600644\">乐山电力</a>涨停,<a href=\"https://laohu8.com/S/000601\">韶能股份</a>、<a href=\"https://laohu8.com/S/600821\">金开新能</a>涨超6%。本轮全球高温少雨带来的缺电情况涉及四川、重庆、云南等多个地区。</p><p>虚拟电厂涨幅居前。<a href=\"https://laohu8.com/S/002090\">金智科技</a>、大连电磁、<a href=\"https://laohu8.com/S/002364\">中恒电气</a>、<a href=\"https://laohu8.com/S/002350\">北京科锐</a>、<a href=\"https://laohu8.com/S/002308\">威创股份</a>等涨停。<a href=\"https://laohu8.com/S/002926\">华西证券</a>指出,持续高温叠加经济加速复苏,市场对电力的需求快速提升,连续刷新用电负荷最高纪录,电力调度愈发重要。叠加各地相继出台政策,虚拟电厂有望加速发展。</p><p>培育钻石概念活跃。<a href=\"https://laohu8.com/S/002345\">潮宏基</a>、<a href=\"https://laohu8.com/S/603389\">亚振家居</a>涨停,惠丰钻石涨超9%,<a href=\"https://laohu8.com/S/688028\">沃尔德</a>涨超7%。高性价比的培育钻石渗透率有望加速提升。</p><p>辅助生殖概念股集体走强。<a href=\"https://laohu8.com/S/600774\">汉商集团</a>涨停,<a href=\"https://laohu8.com/S/301122\">采纳股份</a>涨超7%,<a href=\"https://laohu8.com/S/300151\">昌红科技</a>涨超6%。消息面上,国家卫生健康委等17部门16日印发《关于进一步完善和落实积极生育支持措施的指导意见》。平安证券指出,辅助生殖项目进入医保,将推动行业加速发展,下游的医疗服务企业将率先受益。</p><p>有机硅概念跌幅居前。<a href=\"https://laohu8.com/S/603260\">合盛硅业</a>跌超7%,<a href=\"https://laohu8.com/S/300610\">晨化股份</a>跌超6%,<a href=\"https://laohu8.com/S/300727\">润禾材料</a>、<a href=\"https://laohu8.com/S/300019\">硅宝科技</a>跌超5%,<a href=\"https://laohu8.com/S/603938\">三孚股份</a>、<a href=\"https://laohu8.com/S/605366\">宏柏新材</a>、<a href=\"https://laohu8.com/S/605399\">晨光新材</a>等跟跌。</p><p><b>美股</b></p><p>美股三大指数期货在盘前时段集体走低。周二美股涨跌不一,道指录得五连阳,纳指小幅下跌。</p><p><img src=\"https://static.tigerbbs.com/5781da64191d629aed411cd4471659e3\" tg-width=\"778\" tg-height=\"276\" referrerpolicy=\"no-referrer\"/></p><p>拼多多盘前涨超3%,消息称其正在筹备跨境电商平台,应用预计在9月中旬上线,第一站是美国。</p><p>fuboTV盘前涨超3%,昨日大幅收涨近45%。</p><p>“散户概念股”3B家居盘前涨超17%,昨日盘中大涨,收盘涨超29%。</p><p><img src=\"https://static.tigerbbs.com/761ab61c445bbb7c7cc97ad93eb057d3\" tg-width=\"450\" tg-height=\"398\" referrerpolicy=\"no-referrer\"/></p><p><b>大宗商品</b></p><p>国际油价冲高回落。本交易日重点关注EIA原油库存系列数据和美国7月零售销售数据,留意欧美股市的表现和地缘局势相关消息。</p><p><img src=\"https://static.tigerbbs.com/a46a8d1ed1d043594c340d2b40a0ebaf\" tg-width=\"1084\" tg-height=\"663\" referrerpolicy=\"no-referrer\"/></p><p>国际金价小幅走弱。市场关注美联储会议纪要。</p><p><img src=\"https://static.tigerbbs.com/6945599855a12fe357b60d5f516e3cc4\" tg-width=\"1199\" tg-height=\"650\" referrerpolicy=\"no-referrer\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"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":"1138224225","content_text":"港股8月17日(周三),香港恒生指数收盘上涨91.93点,涨幅0.46%,报19922.45点;恒生科技指数收盘上涨17.87点,涨幅0.42%,报4238.9点;国企指数收盘上涨27.37点,涨幅0.41%,报6755.31点;红筹指数收盘上涨33.32点,涨幅0.93%,报3634.39点。美团-W涨超3%,此前腾讯称目前没有计划出售美团股份。腾讯涨0.07%,网易-S涨1.12%,京东集团-SW涨0.9%,阿里巴巴-SW涨0.44%。电力股上涨,中国电力涨8.17%,华润电力涨5.69%,华能国际电力股份涨2.58%。中资券商股走高,光大证券涨4.74%,国联证券涨2.28%,中国银河涨1.97%。四环医药跌10%,四环医药发盈警,预计6月止六个月录得净亏损不超过1亿人民币;期间经营溢利不低于2亿人民币,且公司拥有人应占溢利仍保持盈利。兴科蓉医药跌21.57%,其周一暴跌68%,昨日反弹涨40%。兴科蓉医药就股份异常波动发布公告称,董事会并不知悉任何股价波动的原因,以及其他内幕信息,并且董事会亦确认,集团的业务营运维持正常。中国石墨大涨47.78%,本月涨超133%。国泰君安发布研报称,受益汽车电动化爆发的人造石墨负极材料需求成为推动石墨化发展的主要推手。22年上半年我国锂电负极材料出货量54.0万吨,同比增长68.8%,其中人造石墨占比持续提升,已达到85%。预计25年全球对石墨化的需求约为240万吨。A股8月17日,两市主要指数上涨,沪指全天收涨0.45%报3292点,深成指、创业板指分别涨1.01%、1.7%。两市成交额突破万亿。“牛市旗手”券商股冲高。国元证券、华西证券涨停,光大证券涨超5%,南京证券、指南针、中信建投等涨幅居前。中航证券研报认为,券商板块处于历史底部,下行空间有限,短期关注修复行情。光伏概念股涨“嗨”了!华西能源、天沃科技、英威腾、川润股份、亿晶光电、泰嘉股份等多股涨停。银河证券指出,光伏行业平价与技术共驱,高效电池扩产加速,设备环节迎来高景气。电力股全线大涨。江苏新能、龙源电力、乐山电力涨停,韶能股份、金开新能涨超6%。本轮全球高温少雨带来的缺电情况涉及四川、重庆、云南等多个地区。虚拟电厂涨幅居前。金智科技、大连电磁、中恒电气、北京科锐、威创股份等涨停。华西证券指出,持续高温叠加经济加速复苏,市场对电力的需求快速提升,连续刷新用电负荷最高纪录,电力调度愈发重要。叠加各地相继出台政策,虚拟电厂有望加速发展。培育钻石概念活跃。潮宏基、亚振家居涨停,惠丰钻石涨超9%,沃尔德涨超7%。高性价比的培育钻石渗透率有望加速提升。辅助生殖概念股集体走强。汉商集团涨停,采纳股份涨超7%,昌红科技涨超6%。消息面上,国家卫生健康委等17部门16日印发《关于进一步完善和落实积极生育支持措施的指导意见》。平安证券指出,辅助生殖项目进入医保,将推动行业加速发展,下游的医疗服务企业将率先受益。有机硅概念跌幅居前。合盛硅业跌超7%,晨化股份跌超6%,润禾材料、硅宝科技跌超5%,三孚股份、宏柏新材、晨光新材等跟跌。美股美股三大指数期货在盘前时段集体走低。周二美股涨跌不一,道指录得五连阳,纳指小幅下跌。拼多多盘前涨超3%,消息称其正在筹备跨境电商平台,应用预计在9月中旬上线,第一站是美国。fuboTV盘前涨超3%,昨日大幅收涨近45%。“散户概念股”3B家居盘前涨超17%,昨日盘中大涨,收盘涨超29%。大宗商品国际油价冲高回落。本交易日重点关注EIA原油库存系列数据和美国7月零售销售数据,留意欧美股市的表现和地缘局势相关消息。国际金价小幅走弱。市场关注美联储会议纪要。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608756151,"gmtCreate":1638794409726,"gmtModify":1642412836787,"author":{"id":"4098511121468490","authorId":"4098511121468490","name":"小天湖 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