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没有赶上新赛道,很焦虑
集思录· 2025-09-01 13:52
Core Viewpoint - The article discusses the current market dynamics where investors are feeling anxious about their investments in dividend stocks while others are chasing high-growth stocks, often referred to as "妖股" (Yao stocks) [1][2][3]. Group 1: Market Sentiment - Investors holding dividend stocks are experiencing losses, while those pursuing high-growth stocks are seeing better returns [1][3]. - Fund managers are shifting their focus from dividend stocks to high-growth stocks, leading to a disparity in net asset values [2][3][4]. Group 2: Investment Strategies - The article emphasizes the importance of patience and the ability to withstand market fluctuations for sustained profitability [6][7]. - It suggests that if investors believe in the long-term potential of certain companies, they should consider buying in, despite the lack of margin for error [8]. Group 3: Personal Experiences - Some investors share their personal gains, highlighting significant returns compared to others who are struggling [5]. - A specific investor mentions reallocating funds from dividend stocks to sectors like chips, indicating a tactical shift in investment strategy [12]. Group 4: Market Cycles - The article notes that in bear markets, investors may hold onto stable stocks, while in bull markets, they may quickly switch to high-growth stocks, reflecting the cyclical nature of investing [13].
阿里大涨“助推”港股火箭发射 最强赛道卷土重来 这一板块被机构持续看好
Mei Ri Jing Ji Xin Wen· 2025-09-01 10:47
Group 1 - The Hong Kong stock market experienced a strong start in September, with the Hang Seng Index rising by 2.15% and the Hang Seng Tech Index increasing by 2.20% [1] - Alibaba's stock surged by 18.5%, significantly contributing to the rise of both the Hang Seng Index and the Hang Seng Tech Index, driven by its first fiscal quarter performance and strong AI-related product revenue growth [1] - AI-related product revenue for Alibaba has shown triple-digit growth for eight consecutive quarters, with AI contributing over 20% to external commercialization revenue [1] Group 2 - The Hong Kong innovative drug sector has emerged as the strongest segment in the market this year, with seven innovative drug-related ETFs showing over 100% year-to-date growth, and the cumulative growth of the innovative drug ETF reaching 114% [2] - Precious metals stocks also performed well, with significant increases in companies like Tongguan Gold and China Silver Group, driven by rising gold and silver prices [2] - The outlook for the Hong Kong market remains positive, with expectations of a continued upward trend, particularly in AI technology, as global and Chinese tech narratives strengthen [2]
港股1630 | 阿里大涨“助推”港股火箭发射 最强赛道卷土重来 这一板块被机构持续看好
Mei Ri Jing Ji Xin Wen· 2025-09-01 10:04
Market Overview - The Hong Kong stock market experienced a strong start in September, with the Hang Seng Index closing at 25,617.42 points, up 539.8 points, a rise of 2.15% [1] - The Hang Seng Tech Index also saw an increase, closing at 5,798.96 points, up 124.65 points, a rise of 2.20% [1] Alibaba's Performance - Alibaba was a standout performer in the market, contributing significantly to the rise of both the Hang Seng Index and the Hang Seng Tech Index, with an 18.5% increase in its stock price [1] - The surge in Alibaba's stock was driven by its first fiscal quarter earnings report, which highlighted a three-digit growth in AI-related product revenue, with AI contributing over 20% to external commercialization revenue [1] - This marks the eighth consecutive quarter of three-digit growth in Alibaba's AI-related product revenue [1] Other Technology Stocks - Alibaba's strong performance positively impacted other tech stocks, with notable increases: SMIC rose nearly 5%, Baidu over 3%, Xiaomi over 2%, and JD.com over 3% [1] - Tencent Holdings also saw a rise, closing up 1.42% [1] Innovative Drug Sector - The innovative drug sector in Hong Kong showed strong performance, with stocks like Kintor Pharmaceutical rising over 23%, Clover Biopharmaceuticals over 34%, and Sanofi over 10% [3] - WuXi Biologics and WuXi AppTec also saw significant gains, with increases of over 8% and 7%, respectively [3] - The innovative drug sector has been the strongest segment in the Hong Kong market this year, with seven related ETFs having year-to-date gains exceeding 100%, and one ETF achieving a cumulative gain of 114% [3] Precious Metals Sector - The precious metals sector also performed well, with stocks like Tongguan Gold rising 16%, China Silver Group over 12%, and China Gold International over 11% [4] - The rise in precious metals is attributed to fundamental factors, with gold prices hovering around $3,480, nearing historical highs, and silver prices breaking $40 per ounce for the first time since 2011 [4] Future Outlook - Dongwu Securities believes that the Hong Kong market is in a trend of oscillating upward, with both potential drivers and obstacles present [5] - The firm continues to favor AI technology investments, noting that the global AI narrative is strengthening and that there is still room for valuation recovery among leading tech companies in Hong Kong [5]
港股收评:9月开门红!恒指大涨超2%,科技股、黄金股强势,阿里巴巴飙涨18.5%,招金矿业、紫金矿业等创历史新高,中芯国际涨5%
Ge Long Hui· 2025-09-01 09:01
另一方面,汽车股多数表现低迷,Q2毛利率大幅下降,比亚迪(002594)股份跌超5%,广汽集团 (601238)、吉利汽车、小鹏汽车皆有跌幅,中资券商股、纸业股、高铁基建股、乳制品股、体育用品股 齐跌,其中,中国交通建设跌6%,中信建投(601066)跌超3%。(格隆汇) | 名称 | 最新价 | 涨跌幅 | | --- | --- | --- | | 恒生指数 | 25617.42 | +2.15% | | 800000 | | | | 国企指数 | 9121.87 | +1.95% | | 800100 | | | | 恒生科技指数 | 5798.96 | +2.20% | | 800700 | | | 格隆汇9月1日|港股三大指数全天高位震荡,迎来9月开门红行情!黄金股与科技股联袂上攻,带领市 场做多情绪高涨。截止收盘,恒生指数涨2.15%上扬近550点,国企指数、恒生科技指数分别上涨1.95% 及2.2%。 | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 09988 | ◎ NTEBBE | 137.100 | 18.50% | | 0193 ...
人民币近期加速升值,机构称升值区间恒生科技更为占优
Mei Ri Jing Ji Xin Wen· 2025-09-01 06:10
9月1日午后,港股三大指数集体上涨,恒生科技指数涨近2%。活跃个股方面,阿里巴巴绩后大涨超 18%,涨幅领跑一众科网股。A股同赛道规模最大的恒生科技指数ETF(513180)跟随指数上涨,持仓 股阿里巴巴、阿里健康、比亚迪(002594)电子、中芯国际、百度集团、京东集团等涨幅居前。 值得一提的是,华泰证券在《人民币升值,港股如何布局?》中还指出,从历史经验看,人民币升值期 间市场普遍上涨,港股弹性更大。一方面因为汇率和股市都是对经济预期改善的共同反应,另一方面市 场情绪、外资流向和企业基本面也会被汇率变化影响。综合市场因子和汇率因子看,以恒生科技为代表 的港股成长风格在升值区间更为占优。 阿里巴巴财报超预期,恒生科技有望回归AI叙事。截至8月29日,恒生科技指数ETF(513180)标的指 数的最新估值(PETTM)为21.23倍,处于指数2020年7月27日发布以来约17.72%的估值分位点,即当 前估值低于指数发布以来82%以上的时间。恒生科技当前仍处于历史相对低估区间,在美联储降息预期 升温、阿里巴巴财报超预期的催化下,高弹性、高成长等特性使其具备更大的向上动能。没有港股通账 户的投资者或可通过恒生科 ...
阿里巴巴大涨17%!互联网反转信号?互联网ETF沪港深(159550)场内价格涨超1.2%
Xin Lang Cai Jing· 2025-09-01 05:51
Core Viewpoint - The internet sector is experiencing a significant resurgence driven by AI advancements, with major companies like Alibaba and Tencent reporting strong financial results and increased investments in AI technologies [2][3][4]. Group 1: Market Performance - The internet ETF Hu-Kong-Shen (159550) saw an increase of over 1.2% on September 1, with key stocks like Alibaba rising over 17% and Alibaba Health over 5% [1]. - In August, the internet ETF Hu-Kong-Shen (159550) received over 50 million subscriptions, indicating strong capital inflow into the sector [1]. Group 2: Company Financials - Alibaba's latest financial report showed a Non-GAAP net profit decline of 18% year-on-year, but its core business demonstrated resilience, with Alibaba Cloud revenue reaching 33.398 billion yuan, a 26% year-on-year growth, marking a three-year high [2]. - Alibaba has invested over 100 billion yuan in AI infrastructure and product development over the past four quarters, with plans to continue a capital expenditure of 380 billion yuan [2]. Group 3: Analyst Insights - Morgan Stanley raised Alibaba's target price by 10%, predicting accelerated growth for Alibaba Cloud in the coming quarters, with a forecasted growth rate of 30% for the second fiscal quarter [3]. - Tencent's second-quarter report showed a 15% year-on-year revenue growth to 184.5 billion yuan, attributed to ongoing investments in AI, with R&D spending increasing by 17% to 20.25 billion yuan [3]. Group 4: Industry Trends - The demand for AI-related services is surging, with ByteDance's Volcano Engine reporting a 137-fold increase in daily token usage for its AI model since its launch [4]. - The internet sector is recovering from previous valuation compressions, with signs of valuation restoration emerging as major players like Alibaba and Tencent see significant stock price increases [4].
港股午评:三大指数盘中均涨超2% 科技股、黄金股强势 阿里巴巴狂飙带领大市走强
Ge Long Hui· 2025-09-01 04:08
Market Overview - The Hong Kong stock market saw all three major indices rise collectively, with gains exceeding 2% during the morning session, driven by Alibaba's significant increase in stock price [1] - The Hang Seng Index rose by 1.77%, gaining nearly 450 points, while the Hang Seng China Enterprises Index and the Hang Seng Tech Index increased by 1.54% and 1.77%, respectively [1] Key Drivers - Major technology stocks led the market rally, with Alibaba surging over 17% due to better-than-expected earnings and substantial investments in AI and cloud computing [1] - Other tech stocks also performed well, including Baidu (+3.6%), JD.com (+2.5%), Xiaomi, Tencent, and NetEase, which all saw gains [1] Sector Performance - Precious metals stocks, including gold and silver, reached new highs, supported by concerns over the independence of the Federal Reserve and expectations of interest rate cuts [1] - Gold mining companies such as Zhaojin Mining, Lingbao Gold, and China Gold International also hit historical highs [1] - The biopharmaceutical sector showed strength, attributed to China's continuous capacity supply in global markets [1] - Other sectors that experienced gains included semiconductor chips, coal, domestic real estate, home appliances, gaming, and oil [1] Underperforming Sectors - The automotive sector faced declines, with BYD's gross margin significantly dropping in Q2, leading to a nearly 7% drop in its stock price [1] - Other automotive companies, including GAC Group and Geely, also saw declines [1] - Additional sectors that performed poorly included military, paper, rare earth, high-speed rail infrastructure, and dairy products [1]
中国电信与阿里巴巴签署战略协议,聚焦云AI与数字化解决方案
Mei Ri Jing Ji Xin Wen· 2025-08-31 15:37
Group 1 - China Telecom and Alibaba signed a strategic cooperation agreement on August 31 in Hangzhou [1] - The agreement focuses on collaboration in cloud and AI infrastructure, new service industry e-commerce, and social value innovation [1] - Both companies will target key industries to jointly create integrated digital and AI application solutions, leveraging global service capabilities to assist Chinese enterprises in going global [1]
港股收评:恒指涨0.32%止步3连跌,生物医药、黄金股全线飙涨
Ge Long Hui· 2025-08-29 08:51
(原标题:港股收评:恒指涨0.32%止步3连跌,生物医药、黄金股全线飙涨) 8月29日,港股三大指数集体收涨,且止步3连跌行情。截至收盘,恒生指数涨0.32%重上25000点上方,国企指数、恒生科技指数分别上涨0.35% 及0.54%。 盘面上,大型科技股多数呈现上涨行情,百度涨超3%,京东涨超2%,美团、腾讯小幅上涨;多家黄金矿企中报亮眼,黄金股全天表现强势,灵 宝黄金大涨超15%创新高,带领铜业股等有色金属齐涨;近日连续回调的生物医药股再度迎来强势上涨行情,荣昌生物涨超11%领衔;建材水泥 股、汽车股、光伏股、纸业股、煤炭股纷纷上涨。另一方面,昨日大幅上涨的半导体芯片股集体走低,宏光半导体跌超6%,权重股中芯国际跌 2.57%;港口及海运股、中资券商股、银行股、航空股、军工股多数表现低迷。 具体来看: 汽车股部分活跃,理想汽车涨超4%,比亚迪股份涨超2%,零跑汽车、吉利汽车、长城汽车、蔚来纷纷上涨。 家电股普遍上涨,海尔智家涨4.63%,创维集团、TCL电子涨超2%。 光伏太阳能板块上扬,信义光能、协鑫科技涨超5%,协鑫新能源涨超4%,协合新能源、信义能源涨超2%。 内房股与物管股携手上涨,其中,建发国际 ...
港股收评:恒指涨0.32%止步3连跌,生物医药股再度活跃,多只黄金股齐创新高
Ge Long Hui· 2025-08-29 08:34
| 代码 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 800000 | 恒生指数 | (0) | 25077.62 | +78.80 | 0.32% | | 800100 | 国企指数 | | 8947.79 | +30.86 | 0.35% | | 800700 | 恒生科技指数 | | 5674.31 | +30.29 | 0.54% | | 800151 | 红筹指数 | | 4273.06 | -15.29 | -0.36% | | 03033 | 南方恒生科技 | | 5.580 | +0.035 | 0.63% | 港股三大指数集体收涨,并且止步3连跌行情。恒生指数涨0.32%重上25000点上方,国企指数、恒生科 技指数分别上涨0.35%及0.54%。 另一方面,昨日大幅上涨的半导体芯片股集体走低,宏光半导体跌超6%,权重股中芯国际跌2.57%,港 口及海运股、中资券商股、银行股、航空股、军工股、濠赌赌多数表现低迷。(格隆汇) 盘面上,大型科技股多数出现上涨行情,百度涨超3%,京东涨超2%,美团、腾讯小幅上 ...