12.大成基金冉凌浩 × 梁狗蛋:基金经理带你看懂真实的港股市场 episode artwork

EPISODE · Sep 6, 2025 · 52 MIN

12.大成基金冉凌浩 × 梁狗蛋:基金经理带你看懂真实的港股市场

from 深度求真

AH 股同股不同价背后藏着什么门道?恒生科技从低谷反弹后还能冲吗?港股里的 “老千股” 该怎么避开?本期特邀恒生科技基金经理冉凌浩与资深港股观察者两狗蛋,拆解 AH 股同股不同价根源、恒生科技从低谷复苏逻辑,揭秘港股避坑要点,解析 AI、新能源车等赛道机遇,为港股投资划重点。本期嘉宾* 冉凌浩:大成基金恒生科技的基金经理* 梁狗蛋:小宇宙狗不扯淡的主理人本期亮点1、硬核科普 AH 折溢价:详解 AH 股同股不同价的核心原因(资本管制、利率环境差异等),破除 “溢价抹平即港股见顶” 的误区。2、恒生科技蜕变史:复盘港交所 2017 年上市规则改革如何吸引科技、生物医药企业入驻,分析从金融地产主导到科技股占交易主力的转变,解读严监管后行业复苏逻辑。3、港股投资避坑指南:点出 “老千股” 特征与中小市值股风险,揭秘闪电配售、做空机制等港股特有玩法,提示个人投资者应对策略。4、科技...去小宇宙查看完整单集简介在小宇宙查看该单集文稿

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12.大成基金冉凌浩 × 梁狗蛋:基金经理带你看懂真实的港股市场

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