买入阿里和京东！摩根大通资管加码投资中概科技股

华尔街见闻2022-06-23

全面唱多中概股后，摩根大通旗下基金用实际行动加码投资，押注诱人的估值将带来丰厚回报。摩根大通资产管理公司正在加码投资中概科技股，押注诱人的估值将带来丰厚回报。据报道，联合管理着三支总资产接近200亿美元中国股票基金的Rebecca Jiang表示，她现在对中概科技股的看法更加乐观。根据截至5月底的申报文件，摩根大通资产管理旗舰中国基金今年增持了阿里巴巴和京东的股票。Rebecca Jiang本周...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

登真措姆________
2022-06-23
登真措姆________
3月14日，也是JP说卖出中概，12个月不碰！
抢菜抢菜抢菜
2022-06-23
抢菜抢菜抢菜
腾讯加油
gdudhfjjfjzh
2022-06-23
gdudhfjjfjzh
这价格便宜到过分了

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1114944858?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","is_english":false,"pubTime":"2022-06-23 14:27","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1114944858","market":"hk","top_or_hot":-1,"title":"买入阿里和京东！摩根大通资管加码投资中概科技股","media":"华尔街见闻","content":"<div>\n<p>全面唱多中概股后，摩根大通旗下基金用实际行动加码投资，押注诱人的估值将带来丰厚回报。摩根大通资产管理公司正在加码投资中概科技股，押注诱人的估值将带来丰厚回报。据报道，联合管理着三支总资产接近200亿美元中国股票基金的Rebecca Jiang表示，她现在对中概科技股的看法更加乐观。根据截至5月底的申报文件，摩根大通资产管理旗舰中国基金今年增持了阿里巴巴和京东的股票。Rebecca Jiang本周...</p>\n\n<a href=\"\">网页链接</a>\n\n</div>\n","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>买入阿里和京东！摩根大通资管加码投资中概科技股</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n买入阿里和京东！摩根大通资管加码投资中概科技股\n</h2>\n\n<h4 class=\"meta\">\n\n2022-06-23 14:27 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全面唱多中概股后，摩根大通旗下基金用实际行动加码投资，押注诱人的估值将带来丰厚回报。摩根大通资产管理公司正在加码投资中概科技股，押注诱人的估值将带来丰厚回报。据报道，联合管理着三支总资产接近200亿美元中国股票基金的Rebecca Jiang表示，她现在对中概科技股的看法更加乐观。根据截至5月底的申报文件，摩根大通资产管理旗舰中国基金今年增持了阿里巴巴和京东的股票。Rebecca Jiang本周...</p>\n\n<a href=\"\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1575","symbol_name":"同股不同权","start_time":0,"source_url":"","article_id":"1114944858","we_media_id":"1084101182","thumbnails":["https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1114944858","pubTimestamp":1655965675,"sourceInfo":null,"weMediaInfo":{"media_name":"华尔街见闻","introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"summary":"全面唱多中概股后，摩根大通旗下基金用实际行动加码投资，押注诱人的估值将带来丰厚回报。摩根大通资产管理公司正在加码投资中概科技股，押注诱人的估值将带来丰厚回报。据报道，联合管理着三支总资产接近200亿美","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK1575":"同股不同权","JPM":"摩根大通","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4509":"腾讯概念","BK4524":"宅经济概念","09618":"京东集团-SW","QNETCN":"纳斯达克中美互联网老虎指数","BK4579":"人工智能","BK4526":"热门中概股","BK4550":"红杉资本持仓","BK4122":"互联网与直销零售","BK4503":"景林资产持仓","BK4207":"综合性银行","BK4551":"寇图资本持仓","03086":"华夏纳指","BK1142":"互联网与直销零售","BK1591":"就地过年概念","TTTN":"老虎中美互联网巨头ETF","JD":"京东"},"translate_title":"Buy Ali and JD.COM! JP Morgan Chase Asset Management Overweight Investment in China Technology Stocks","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/31e8dcb83e8290938e747d98eecda48b","symbols_score_info":{"TTTN":0.9,"QNETCN":0.9,"JPM":0.9,"JD":0.9,"03086":0.9,"09618":0.9},"content_text":"全面唱多中概股后，摩根大通旗下基金用实际行动加码投资，押注诱人的估值将带来丰厚回报。摩根大通资产管理公司正在加码投资中概科技股，押注诱人的估值将带来丰厚回报。据报道，联合管理着三支总资产接近200亿美元中国股票基金的Rebecca Jiang表示，她现在对中概科技股的看法更加乐观。根据截至5月底的申报文件，摩根大通资产管理旗舰中国基金今年增持了阿里巴巴和京东的股票。Rebecca Jiang本周接受采访时表示，最糟糕的时候已经过去了：“围绕这些互联网企业的更清晰、更明确的监管框架肯定是积极的。”Rebecca Jiang称，在过去一年的下跌中，摩根大通并没有大幅减持中国科技巨头，因为该行业为客户提供了“关键价值”。她的观点呼应了中国市场上一个日益增长的趋势，即投资者开始重新买入中国科技股。同时，在全球主要股指纷纷进入熊市之际，中概股逆势上涨吸引了买家。过去一个月恒生科技指数上涨了12%上月中旬华尔街见闻提及，摩根大通分析师亚历克斯·姚（Alex Yao）团队开始转向全面看多中概股，其在研报中表示，中国互联网行业正在摆脱各种不确定性上升的局面，将受到短期及长期基本面因素的驱动，因此公司股价或将超预期上涨。叠加多家互联网中概股股价反弹及波动率下降，该团队上调多家股票评级，包括：将京东集团ADR和H股评级上调至中性；阿里巴巴ADR评级上调至超配；百度ADR评级上调至中性，目标价125美元；哔哩哔哩H股评级上调至中性；腾讯评级上调至超配，目标价470港元；网易评级上调至超配，目标价185港元；美团评级上调至超配，目标价220港元。除摩根大通旗舰中国基金加码中概科技股，5月13日，全球最大对冲基金桥水向美国证券交易委员会(SEC)提交的2022年一季度持仓报告显示，桥水在今年一季度继续增持阿里巴巴、拼多多、哔哩哔哩、蔚来、百度等中概股。此外，晨星数据显示，今年3月份期间，富达国际旗下中国消费动力基金大举增持了美团、京东等互联网股票，另一只中国股票基金也在3月份期间大举增持互联网，阿里巴巴、腾讯等均是加仓对象。近来，从摩根士丹利到杰富瑞集团的策略师们，看涨中国的声音日益高涨。德意志银行周三表示，预计会在未来几个月上调对中国股市的看法。据报道，Rebecca Jiang管理的中国基金去年亏损了20%，排名有所下滑，而在2020年，该基金在同类基金中排名前5%。尽管该基金今年以来仍下跌了约20%，但近期的回报率已开始转为正值。Jiang认为：“成长战略经历了一段困难时期，但对于许多互联网公司来说，监管方面的严厉和收紧可以说是塞翁失马，焉知祸福。我认为这有助于投资者认清和明白他们的真正价值。”展望未来，Jiang表示，她正在寻找房地产等行业以及基础设施和新能源等政策受益板块的机会。她预计，随着持续的货币和财政支持，中国股市在今年剩余时间有望继续跑赢全球，“无论是从全球资产配置的角度，还是从单独的角度来看，中国资产和股票看起来都很有吸引力”。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":683953814,"gmtCreate":1655970021339,"gmtModify":1704863727148,"author":{"id":"3487065335487765","authorId":"3487065335487765","authorIdStr":"3487065335487765","name":"登真措姆________","avatar":"https://static.tigerbbs.com/30d56530e2aa91498609da4b6a247a44","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3487065335487765"},"htmlText":"3月14日，也是JP说卖出中概，12个月不碰！","listText":"3月14日，也是JP说卖出中概，12个月不碰！","text":"3月14日，也是JP说卖出中概，12个月不碰！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/683953814","repostId":1114944858,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":683959387,"gmtCreate":1655969473452,"gmtModify":1704863725060,"author":{"id":"4094264306111180","authorId":"4094264306111180","authorIdStr":"4094264306111180","name":"抢菜抢菜抢菜","avatar":"https://static.tigerbbs.com/d88e7e981b45f31b1e854316995c1089","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4094264306111180"},"htmlText":"腾讯加油","listText":"腾讯加油","text":"腾讯加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/683959387","repostId":1114944858,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":683924112,"gmtCreate":1655967367339,"gmtModify":1704863719997,"author":{"id":"3493041815189173","authorId":"3493041815189173","authorIdStr":"3493041815189173","name":"gdudhfjjfjzh","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3493041815189173"},"htmlText":"这价格便宜到过分了","listText":"这价格便宜到过分了","text":"这价格便宜到过分了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/683924112","repostId":1114944858,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":18,"commentSize":3,"repostSize":0,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.28.3","shortVersion":"4.28.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1114944858"}