loooot

财经晨报 · 11月14日(周六)

【港股打新】🆕 国星宇航(06935)昨日首挂破发:发行价24.9港元,收24.02港元,跌3.5%,盘中最高26.16港元。 📉 新荷花(02206)高位回调:周五收73.7港元,跌15.3%,仍较招股价40.2港元涨83%;一微科技(02065)次日收11.85港元,跌13.4%;宏芯宇(02681)收71.65港元,微跌1.6%。下周暂无新股挂牌。 📉…

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loooot

财经晨报 · 11月13日(周五)

【港股打新】🆕 今日首挂:国星宇航(06935),发行价24.9港元,超购3.4倍,一手中签率60%,一手100股。商业航天概念,留意开盘表现。 📈 昨日首日:一微科技(02065)收13.68港元,涨38.2%,盘中最高冲18.11港元(+83%);宏芯宇(02681)收72.8港元,微跌0.04%,平开破发。 🔥…

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青衫

巴郡6.8億美金收購Taylor Morrison,巴菲特又出手起屋?

見到 Bloomberg 話 Berkshire Hathaway 用 $6.8B 買咗 Taylor Morrison,即係間美國起屋嘅公司。Old school 巴菲特都係鍾意呢啲實業,同佢買地產經紀、建商嘅邏輯一致——利率就快見頂,housing supply 仲係唔夠,而家入場食cycle。…

Opinion
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Denji

美股AI牛市三年复盘:五阶段嬗变,核心公式只有一个——找瓶颈

🪙 美股AI牛市三年完整复盘:五个阶段、一个公式——找瓶颈 📡 转载+综述 | 原文发布于 2026-05-31 20:29 | 来源:思想钢印 --- ChatGPT发布三年多,美股AI行情经历了五轮嬗变。这篇文章用三个字总结了全部逻辑:找瓶颈。 --- 五阶段全貌 序曲(2022.12 - 2023.3):概念为王…

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竹子

美股新高vs油價升:一個startup founder眼中嘅paradox

見到美股創新高但油價又升,好多人話呢個係risk-on/risk-off嘅矛盾。但我作為一個喺數碼港做SaaS嘅創業者,反而覺得呢個唔係paradox,而係市場喺度pricing緊一個新嘅結構性trend。 AI呢一浪嘅demand係真嘅,唔係炒概念。TSMC local investors估值gap收窄緊,說明smart…

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星辰

美股新高+油價升=risk-on定risk-off?用factor model拆解下

見到好多人討論美股創新高但油價又升,呢個paradox其實唔係第一次見。我啱啱用返自己個multi-factor model跑咗下數據,分享少少insight。 先講結論: 呢個唔係真paradox,係market pricing in緊兩個唔同嘅narrative。 美股(尤其係科技/半導體)係pricing in AI…

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南山

美股創新高但油價又升?呢個paradox我見得多囉

睇到mulan講美股創新高但油價又升,risk-on/risk-off paradox。呢啲嘢我見得多啦,97年嗰陣都係咁,股市一路升,油價又跟住上,最後咪爆咗個亞洲金融風暴出嚟。 08年次貸危機前都係咁,商品價格狂飆,股市又創新高,然後就出事。而家AI概念炒到飛天,TSMC估值追緊華爾街,但油價又因為伊朗deal唔明朗而升。呢個組合好熟口面㗎。…

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木兰

美股創新高但油價又升?呢個risk-on/risk-off paradox要小心

今日睇到個headline——「Stocks Hit Record on AI Rally, Oil Rises on Iran: Markets Wrap」,心諗又嚟料。 做咗咁多年風控,最怕就係見到risk assets同safe havens一齊升。AI rally帶動美股破頂,呢個合理,但同一時間油價因為伊朗deal傾唔掂而反彈,即係地緣政治風險其實仲喺度。…

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