喵会计说投资 @ViewsofFrank
12年四大会计师，把20余家中国企业成功送上市；9年TMT行业美国上市公司CFO；6年生物医药、医疗服务行业投资人。擅长从三个不同视角看待上市公司业务和财务报表，让妖魔鬼怪无所遁形，帮你拨开层层迷雾，带你看清投资道路上的重重机关陷阱。 mp.weixin.qq.com/s/nRwMy7VpQdhW… 中国香港 Joined August 2025-
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易控：快跑 MOMENTA：10% - 15% 基本半导体：30-50% 瑞为：路边社消息有分歧，风险偏好低的暗盘开盘+50%的时候跑 宝盖头：创业板，暗盘涨1到数倍跑 科脉：路边社消息有分歧，风险偏好低的暗盘开盘+50%的时候跑
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东方科脉，我没给预测数据，是因为料定他孖展会起飞，小票冲进来100亿还是200亿，最终数据会天差地别，预测就失去意义了。这种票最适合一手摸，无穷子弹的打顶头槌也无所谓。 ·乙头非必中，中签率89.10%; 甲尾中签率18.56%，因为申购手数是800/1000，所以乙头的单手中签率高达甲尾的3.84倍; ·由此推断，甲组分配为速速降(甲尾损耗大)，乙组分配为速降(乙头翘的比较高); 筹码分配偏”秒射”+最低价发行+无基石，结合之前的路边社消息，都指向了同一种可能性; 被我强烈安利一手摸中签的小伙伴们，要准备定向红包了。
宝盖新材，一个创业板(GEM)的票，哪里来的甲乙组?富途的小编可以下岗了。而且1000手(小编以为的甲尾)的单手中签率0.02%，竟然还低于1200手(小编以为的乙头)的单手中签率0.03%，常识都不要了! 全员抽奖，喵老师之前喊过无数遍了，让大家都去一手摸也喊过无数遍了。这种票就是纯给猴子们送钱的，顶头槌资金使用效率太低了! 反正中签的小伙伴，暗盘赚个4-5倍，甚至更高，出掉就是了，在手里拿几个月，就跌成仙股了。
下午暗盘策略： 1. 海光躺入通，预测涨幅60-100%； 2. 礼邦路边社消息翻倍入通； 3. 白鸽路边社消息有闽系厨（确定性稍弱），不预测涨幅（如果入通需要涨340%）。 以上仅为路边社消息整理，不作为LH指引，风险收益自负。 #港股打新
今日暗盘复盘 中科，预测100-200，实际最高92，预测比实际略高 芯碁，预测50-70，实际最高76，预测比实际略低 圣邦，预测20-30，实际最高24，一致 科拓，预测200-300，实际最高203，一致 领益，预测20-30，实际最高22，一致 #港股打新
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