基金“一哥”调仓抄底，称优质公司估值已合理

华尔街见闻2021-10-27

作者：陈嘉懿 2021年的市场涨跌把顶流明星的序列，扰动的起起伏伏。但最顶流的张坤，依然握有最多的基民信任。他曾在季报中拷问自己的内心：“假如股市关闭、三年无法交易，我是否还有信心买入这个公司？” 而在最新的3季报中，他对一些公司作出了明确的结论：这轮下跌后，一批优质公司的估值已经基本合理。他还表示对部分公司的生意模式、护城河和行业前景有信心，相信这些公司未来3-5年有望实现一个较高确信度的...

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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

万手鸽
2021-10-27
万手鸽
坤哥yyds
有冇有冇
2021-10-27
有冇有冇
准备大举出货了？
高景
2021-10-27
高景
除了酒他还认识啥
- ZHY_2137:
  护盘呢。坤哥是护盘主力，买酒是副业。
成指导
2021-10-27
成指导
互联网明明是减持，题文不符
hbcx
2021-10-27
hbcx
买酒的都是sb经济人
- 夜袭女儿国:
  不敢不买呀哈哈哈这里面的套路深的很

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他还认识啥","listText":"除了酒 他还认识啥","text":"除了酒 他还认识啥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/855007852","repostId":1120411269,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6341843,"gmtCreate":1635311241923,"gmtModify":1635311241923,"authorId":3544181874177341,"author":{"id":3544181874177341,"idStr":"3544181874177341","authorId":3544181874177341,"name":"ZHY_2137","avatar":"https://static.tigerbbs.com/5bd45d37ad234523a6ac0934a2270521","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":855007852,"type":1,"supId":0,"prevId":0,"content":"护盘呢。坤哥是护盘主力，买酒是副业。","text":"护盘呢。坤哥是护盘主力，买酒是副业。","html":"护盘呢。坤哥是护盘主力，买酒是副业。"}],"langContent":"CN"},{"id":855004893,"gmtCreate":1635309613783,"gmtModify":1635309613783,"author":{"id":"3495734028503469","authorId":"3495734028503469","name":"成指导","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":1,"idStr":"3495734028503469","authorIdStr":"3495734028503469"},"htmlText":"互联网明明是减持，题文不符","listText":"互联网明明是减持，题文不符","text":"互联网明明是减持，题文不符","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855004893","repostId":1120411269,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":855002193,"gmtCreate":1635309398095,"gmtModify":1635310023378,"author":{"id":"3559950053398451","authorId":"3559950053398451","name":"hbcx","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3559950053398451","authorIdStr":"3559950053398451"},"htmlText":"买酒的都是sb经济人","listText":"买酒的都是sb经济人","text":"买酒的都是sb经济人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/855002193","repostId":1120411269,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6342084,"gmtCreate":1635313195073,"gmtModify":1635313195073,"authorId":3556430317654104,"author":{"id":3556430317654104,"idStr":"3556430317654104","authorId":3556430317654104,"name":"夜袭女儿国","avatar":"https://static.tigerbbs.com/981270b89fc3d1572f9537a8e19c6c9c","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":855002193,"type":1,"supId":0,"prevId":0,"content":"不敢不买呀哈哈哈这里面的套路深的很","text":"不敢不买呀哈哈哈这里面的套路深的很","html":"不敢不买呀哈哈哈这里面的套路深的很"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":38,"commentSize":5,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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