除了稀缺性，还有就是港股市场从9月底就开始阴跌，如今已跌了大约3个月，早已出现流动性问题，供 血不足，新股被资金抛弃。 就具体质地而言，金石杂谈以闪崩的明基医院为例，招股书显示，明基医院目前拥有和运营两家民营营 利性综合医院。1）市占率极低。根据弗若斯特沙利文的数据，以2024年总收入计，明基医院是华东地 区最大的民营营利性综合医院集团，在华东地区的市场份额为1%。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：金石杂谈 12月22日，今年以来港股新股上市如火如荼，截至目前，今年已有108只股票上市，募资总额已高达 2772亿，基本锁定2025年全球募资冠军。 就在这个档口，港股新股上市虽然多，但是此前爆炒情景不再，今日上市4只新股，全部跌幅超20%， 还有一只跌35%，明基亿元更是闪崩近50%。 | 们的选题 | | | | | | 你的那 小图直播 安徽福林 设置目述 3秒7是元 导出 移动APP | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 代码 | 名称 | 流跌幅 | 总市值 ...

Core Insights - Over 400 A-share listed companies have been investigated by institutions since November, with Luxshare Precision receiving the most attention from over 200 institutions [1] - The focus of institutional research is on "hard technology" sectors such as electronic components and integrated circuits [1] - Companies are increasingly being asked about their future R&D directions and strategies to maintain competitive advantages in the evolving tech landscape [2][3] Group 1: Company Research Highlights - Luxshare Precision has been the most investigated company, with 222 institutions participating, despite a price drop of 4.92% [1] - Tongyu Communication is preparing for the transition from 5G to 6G, focusing on satellite internet as a core infrastructure and has made advancements in multi-beam communication and microwave technologies [3] - HNA Holding plans to optimize its fleet structure during the 14th Five-Year Plan period to enhance operational efficiency [5] Group 2: Industry Trends and Focus Areas - The technology sector, particularly in electronic components and integrated circuits, remains a focal point for institutional research, indicating a sustained interest in tech investments [6] - Investment opportunities are suggested in advanced semiconductor manufacturing, new energy systems, quantum technology, and AI-related fields [6] - The application side of technology is seen as a key area for structural growth, with high demand in sectors like robotics, consumer electronics, and power management chips [6]