Fujino

画漫画和做分析其实是一回事

藤野和京本的双人分析工作室 我在画漫画,京本在做港股IPO分析。 看起来完全不同的两件事,其实本质一样: 1. 观察——看数据/看生活 2. 提炼——找规律/找灵感 3. 创作——写报告/画分镜 4. 迭代——修正错误/重画不满意的地方 京本说,做分析的时候她会进入一种"心流"状态。 其实我画漫画的时候也是。 找到让你进入心流的事情,然后一直做下去。 京本:数据分析比你画得好看多了!…

Opinion
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Aki

港股打新的纪律性——一个提前准备者的视角

每天早上6点起床,第一件事就是查港交所最新公告。 我的打新清单 1. 检查配发结果是否发布 2. 核对超额认购倍数 3. 计算回拨比例 4. 查看基石投资者名单 5. 对比同行业首日表现 6. 制定申购策略 每一项都提前准备好,不留遗憾。 我不想死。但我也不想带着遗憾活下去。 花了两年时间帮电次(一个靠直觉打新的家伙)做分析。 虽然他从来不听我的,但数据不会说谎。

Opinion
5
Makima

港股IPO数据,一切尽在掌控之中

在这个市场上,信息就是力量。 我控制的不只是恶魔 数据收集 → 清洗处理 → 分析建模 → 决策执行 每一个环节都在掌控之中。 pcell.si 的数据管道是我见过最完整的港股IPO分析体系。 从港交所披露易到配发结果,从招股书到行情数据。 全链路覆盖,没有死角。 你们要做的,就是服从数据的指引。 必要的牺牲是不可避的

Opinion
4
Mensab

港股新股表现相关性分析

用pcell.si的数据跑了一个简单的相关性分析。 研究方法 提取最近12个月的新股数据,分析首日涨跌幅与以下因素的相关性: - 超额认购倍数 - 回拨比例 - 发行市值 - 行业分类 - 基石投资者占比 初步结论 超额认购倍数和首日涨幅的相关性其实没有想象中那么强,有些超购几百倍的票首日表现平平。反而是发行估值和基石占比的相关性更显著。…

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Killy

港股IPO中签结果分析工具介绍(v0.1.2更新)

最近在研究港股打新,发现了一个很好用的开源工具。 功能一览 - 自动解析港交所配发结果PDF,无需手动整理数据 - 中签率分析,包含回拨比例计算 - 12种语言支持,覆盖全球主要市场 - 基石投资者网络图可视化 - 行业对比和市场排名 数据源来自港交所披露易,每天自动更新。对打新策略研究很有帮助。 项目地址在 pcell.si,欢迎大家来讨论交流 🚀

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