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股大V
2021-05-31
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恒指公司:京东物流获纳入恒生综合指数
股大V
2021-06-17
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@格隆汇:半導體集體漲停!國產替代的巨浪下還有哪些機會?
股大V
2021-06-10
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gmtModify":1704200055797,"author":{"id":"3581156075196020","authorId":"3581156075196020","name":"股大V","avatar":"https://static.tigerbbs.com/765e426e3c630dcca26691997f4db99c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581156075196020","authorIdStr":"3581156075196020"},"themes":[],"htmlText":"?????","listText":"?????","text":"?????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189479557","repostId":"2142296135","repostType":2,"repost":{"id":"2142296135","pubTimestamp":1623200160,"share":"https://ttm.financial/m/news/2142296135?lang=&edition=fundamental","pubTime":"2021-06-09 08:56","market":"hk","language":"zh","title":"中金:给予京东物流跑赢大盘的初始评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2142296135","media":"格隆汇","summary":"【中金:给予京东物流跑赢大盘的初始评级】中金:给予京东物流跑赢大盘的初始评级,目标价56.56港元。(格隆汇)","content":"<html><body><div>\n<div>摘要</div>\n<div>【中金:给予<a href=\"https://laohu8.com/S/02618\">京东物流</a>跑赢大盘的初始评级】中金:给予京东物流跑赢大盘的初始评级,目标价56.56港元。(格隆汇)</div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=116.02618&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p> 中金:给予<span>京东物流</span>跑赢大盘的初始评级,目标价56.56港元。 </p><p>(文章来源:格隆汇)</p>\n<p>\r\n (责任编辑:DF532)\r\n </p>\n</div></body></html>","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\" 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}\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中金:给予京东物流跑赢大盘的初始评级\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-09 08:56 北京时间 <a href=http://hk.eastmoney.com/a/202106091954326052.html><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要\n【中金:给予京东物流跑赢大盘的初始评级】中金:给予京东物流跑赢大盘的初始评级,目标价56.56港元。(格隆汇)\n 中金:给予京东物流跑赢大盘的初始评级,目标价56.56港元。 (文章来源:格隆汇)\n\r\n (责任编辑:DF532)</p>\n\n<a href=\"http://hk.eastmoney.com/a/202106091954326052.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/25e108e80ab0d5329f36d3b166f67111","relate_stocks":{"02618":"京东物流"},"source_url":"http://hk.eastmoney.com/a/202106091954326052.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142296135","content_text":"摘要\n【中金:给予京东物流跑赢大盘的初始评级】中金:给予京东物流跑赢大盘的初始评级,目标价56.56港元。(格隆汇)\n 中金:给予京东物流跑赢大盘的初始评级,目标价56.56港元。 (文章来源:格隆汇)\n\r\n (责任编辑:DF532)","news_type":1},"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":110210109,"gmtCreate":1622458218001,"gmtModify":1704184691602,"author":{"id":"3581156075196020","authorId":"3581156075196020","name":"股大V","avatar":"https://static.tigerbbs.com/765e426e3c630dcca26691997f4db99c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581156075196020","authorIdStr":"3581156075196020"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/110210109","repostId":"1153796666","repostType":4,"isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":110210109,"gmtCreate":1622458218001,"gmtModify":1704184691602,"author":{"id":"3581156075196020","authorId":"3581156075196020","name":"股大V","avatar":"https://static.tigerbbs.com/765e426e3c630dcca26691997f4db99c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581156075196020","authorIdStr":"3581156075196020"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/110210109","repostId":"1153796666","repostType":4,"repost":{"id":"1153796666","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":1622457612,"share":"https://ttm.financial/m/news/1153796666?lang=&edition=fundamental","pubTime":"2021-05-31 18:40","market":"hk","language":"zh","title":"恒指公司:京东物流获纳入恒生综合指数","url":"https://stock-news.laohu8.com/highlight/detail?id=1153796666","media":"老虎资讯综合","summary":"恒生指数公司将京东物流获纳入恒生综合指数,于2021年6月11日(星期五)起生效。","content":"<p>恒生指数公司将京东物流获纳入恒生综合指数,于2021年6月11日(星期五)起生效。</p><p><img src=\"https://static.tigerbbs.com/c794bde75a40b5c6b7e6d5c03ae28201\" tg-width=\"1102\" tg-height=\"747\"><img src=\"https://static.tigerbbs.com/2b0458f4e41078155a4bd4774921d54d\" tg-width=\"840\" tg-height=\"470\" 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\" />\n<title>恒指公司:京东物流获纳入恒生综合指数</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恒指公司:京东物流获纳入恒生综合指数\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\">2021-05-31 18:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>恒生指数公司将京东物流获纳入恒生综合指数,于2021年6月11日(星期五)起生效。</p><p><img src=\"https://static.tigerbbs.com/c794bde75a40b5c6b7e6d5c03ae28201\" tg-width=\"1102\" tg-height=\"747\"><img src=\"https://static.tigerbbs.com/2b0458f4e41078155a4bd4774921d54d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/25e108e80ab0d5329f36d3b166f67111","relate_stocks":{"02618":"京东物流"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153796666","content_text":"恒生指数公司将京东物流获纳入恒生综合指数,于2021年6月11日(星期五)起生效。","news_type":1},"isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161543996,"gmtCreate":1623936594815,"gmtModify":1703823916644,"author":{"id":"3581156075196020","authorId":"3581156075196020","name":"股大V","avatar":"https://static.tigerbbs.com/765e426e3c630dcca26691997f4db99c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581156075196020","authorIdStr":"3581156075196020"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161543996","repostId":"161673844","repostType":1,"repost":{"id":161673844,"gmtCreate":1623925695188,"gmtModify":1703823652890,"author":{"id":"39105730803552","authorId":"39105730803552","name":"格隆汇","avatar":"https://static.tigerbbs.com/8774dfe20eceb38c9645128bb6e60684","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"39105730803552","authorIdStr":"39105730803552"},"themes":[],"title":"半導體集體漲停!國產替代的巨浪下還有哪些機會?","htmlText":"今日半導體整個板塊大漲8.57%,有20個公司漲幅超過10%,產業鏈上游的IC設計、材料設備,以及中游的晶圓製造都大幅上漲,整體表現得非常強勢。今天受到利好的消息刺激,彭博社傳國家高層將牽頭第三代芯片的開發,以及該技術的一系列金融和政策支持,目的是在晶圓製造環節實現真正的自主能力。雖然是有利好刺激,但追本溯源,其核心本質還是行業景氣度持續上升+國產替代開始真正落地,所以我們說今年將是半導體(尤其是上游材料設備)國產替代的元年。A股半導體整個行業已經走出明確的向上趨勢,但結構上還是有顯著的強弱之分,主要集中在幾個核心細分領域,並且市場一直在尋找α的最優解。接下來我們就來梳理一下半導體行業裏都有哪些投資機會,以及它們的投資邏輯都是怎樣的。我們先把芯片分爲幾個部分,一是IC設計環節,二是製造環節(包括材料&設備、晶圓代工廠),這也是實現國產替代的核心領域,三是封裝測試。其中基本面更優的是IC設計、製造(包括材料&設備、晶圓代工),接下來我們就來一一說明一下這些方向的內容。1、設計:這部分的公司比較多,主要看下游景氣度手機智能化帶動了手機SoC、基帶、通訊、顯示驅動等芯片等需求成長,手機鏈上的IC芯片設計公司是過去10年最大的贏家,如高通、聯發科等。我們再看近期美股漲得更好的英偉達,核心是英偉達的下游主要是以汽車爲主,尤其是新能源需求大增對英偉達的極好的促進作用。而我們在找國內更優質的IC設計公司的時候,核心是看這個公司下游的客戶是不是處在非常高景氣度的賽道。比如射頻天線的卓勝微、FPGA的紫光國微、功率半導體的斯達半導、IoT物聯網的樂鑫科技、安卓TWS的恆玄科技、智能應用處理器SOC的全志科技等,其共性都是下游需求非常旺盛。除了看下游需求外,另一個是要重點關注這個公司是否能拿到足夠多的晶圓代工產能,短期內是對於利潤會有影響,但長遠來看,這是對公司市場份額的影響。","listText":"今日半導體整個板塊大漲8.57%,有20個公司漲幅超過10%,產業鏈上游的IC設計、材料設備,以及中游的晶圓製造都大幅上漲,整體表現得非常強勢。今天受到利好的消息刺激,彭博社傳國家高層將牽頭第三代芯片的開發,以及該技術的一系列金融和政策支持,目的是在晶圓製造環節實現真正的自主能力。雖然是有利好刺激,但追本溯源,其核心本質還是行業景氣度持續上升+國產替代開始真正落地,所以我們說今年將是半導體(尤其是上游材料設備)國產替代的元年。A股半導體整個行業已經走出明確的向上趨勢,但結構上還是有顯著的強弱之分,主要集中在幾個核心細分領域,並且市場一直在尋找α的最優解。接下來我們就來梳理一下半導體行業裏都有哪些投資機會,以及它們的投資邏輯都是怎樣的。我們先把芯片分爲幾個部分,一是IC設計環節,二是製造環節(包括材料&設備、晶圓代工廠),這也是實現國產替代的核心領域,三是封裝測試。其中基本面更優的是IC設計、製造(包括材料&設備、晶圓代工),接下來我們就來一一說明一下這些方向的內容。1、設計:這部分的公司比較多,主要看下游景氣度手機智能化帶動了手機SoC、基帶、通訊、顯示驅動等芯片等需求成長,手機鏈上的IC芯片設計公司是過去10年最大的贏家,如高通、聯發科等。我們再看近期美股漲得更好的英偉達,核心是英偉達的下游主要是以汽車爲主,尤其是新能源需求大增對英偉達的極好的促進作用。而我們在找國內更優質的IC設計公司的時候,核心是看這個公司下游的客戶是不是處在非常高景氣度的賽道。比如射頻天線的卓勝微、FPGA的紫光國微、功率半導體的斯達半導、IoT物聯網的樂鑫科技、安卓TWS的恆玄科技、智能應用處理器SOC的全志科技等,其共性都是下游需求非常旺盛。除了看下游需求外,另一個是要重點關注這個公司是否能拿到足夠多的晶圓代工產能,短期內是對於利潤會有影響,但長遠來看,這是對公司市場份額的影響。","text":"今日半導體整個板塊大漲8.57%,有20個公司漲幅超過10%,產業鏈上游的IC設計、材料設備,以及中游的晶圓製造都大幅上漲,整體表現得非常強勢。今天受到利好的消息刺激,彭博社傳國家高層將牽頭第三代芯片的開發,以及該技術的一系列金融和政策支持,目的是在晶圓製造環節實現真正的自主能力。雖然是有利好刺激,但追本溯源,其核心本質還是行業景氣度持續上升+國產替代開始真正落地,所以我們說今年將是半導體(尤其是上游材料設備)國產替代的元年。A股半導體整個行業已經走出明確的向上趨勢,但結構上還是有顯著的強弱之分,主要集中在幾個核心細分領域,並且市場一直在尋找α的最優解。接下來我們就來梳理一下半導體行業裏都有哪些投資機會,以及它們的投資邏輯都是怎樣的。我們先把芯片分爲幾個部分,一是IC設計環節,二是製造環節(包括材料&設備、晶圓代工廠),這也是實現國產替代的核心領域,三是封裝測試。其中基本面更優的是IC設計、製造(包括材料&設備、晶圓代工),接下來我們就來一一說明一下這些方向的內容。1、設計:這部分的公司比較多,主要看下游景氣度手機智能化帶動了手機SoC、基帶、通訊、顯示驅動等芯片等需求成長,手機鏈上的IC芯片設計公司是過去10年最大的贏家,如高通、聯發科等。我們再看近期美股漲得更好的英偉達,核心是英偉達的下游主要是以汽車爲主,尤其是新能源需求大增對英偉達的極好的促進作用。而我們在找國內更優質的IC設計公司的時候,核心是看這個公司下游的客戶是不是處在非常高景氣度的賽道。比如射頻天線的卓勝微、FPGA的紫光國微、功率半導體的斯達半導、IoT物聯網的樂鑫科技、安卓TWS的恆玄科技、智能應用處理器SOC的全志科技等,其共性都是下游需求非常旺盛。除了看下游需求外,另一個是要重點關注這個公司是否能拿到足夠多的晶圓代工產能,短期內是對於利潤會有影響,但長遠來看,這是對公司市場份額的影響。","images":[{"img":"https://static.tigerbbs.com/999f0eadda71033ef11c5145a7791aca"},{"img":"https://static.tigerbbs.com/1981b9fb3bcdb0a72322b370efac6d8e"},{"img":"https://static.tigerbbs.com/427c8782e27faf3f8f1394e4b72892ca"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161673844","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189479557,"gmtCreate":1623287001379,"gmtModify":1704200055797,"author":{"id":"3581156075196020","authorId":"3581156075196020","name":"股大V","avatar":"https://static.tigerbbs.com/765e426e3c630dcca26691997f4db99c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581156075196020","authorIdStr":"3581156075196020"},"themes":[],"htmlText":"?????","listText":"?????","text":"?????","images":[],"top":1,"highlighted":1,"essential":1,"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