全面加仓！超级大咖扫货港股，阵营出现“新面孔”

证券时报2021-09-02

日前披露完毕的公募基金半年报显示，多位知名基金经理管理的投资组合逆市增持港股。多家公募近期也纷纷出手布局主投港股的基金，还通过自购旗下港股基金增强市场信心。基金投资人士预计，港股市场或会出现结构性行情，建议重点关注半年报超预期的板块及个股。多位知名基金经理加仓港股公募基金半年报披露的“隐形重仓股”显示，多位明星基金经理逢低加仓了港股，不少基金经理增持力度较大，港股持仓比重大幅提升。截至二...

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

xxmm332244
2021-09-02
xxmm332244
我信
Fred_6810
2021-09-02
Fred_6810
任何专业机构都会买入港股，持有便宜30-50%，基金年化也就这个数而已。
Jocelynlwy
2021-09-02
Jocelynlwy
[呆住]
Alexkoay
2021-09-02
Alexkoay
[微笑]
- Alexkoay:
  [微笑]

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2164811943?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/0a831bcebda158ecca4acb0e3ba2927d","is_english":false,"pubTime":"2021-09-02 10:24","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2164811943","market":"hk","top_or_hot":-1,"title":"全面加仓！超级大咖扫货港股，阵营出现“新面孔”","media":"证券时报","content":"<div>\n<p>日前披露完毕的公募基金半年报显示，多位知名基金经理管理的投资组合逆市增持港股。多家公募近期也纷纷出手布局主投港股的基金，还通过自购旗下港股基金增强市场信心。\n基金投资人士预计，港股市场或会出现结构性行情，建议重点关注半年报超预期的板块及个股。\n多位知名基金经理\n加仓港股\n公募基金半年报披露的“隐形重仓股”显示，多位明星基金经理逢低加仓了港股，不少基金经理增持力度较大，港股持仓比重大幅提升。\n截至二...</p>\n\n<a href=\"http://global.eastmoney.com/a/202109022076863011_0.html\">网页链接</a>\n\n</div>\n","source":"cszg","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>全面加仓！超级大咖扫货港股，阵营出现“新面孔”</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全面加仓！超级大咖扫货港股，阵营出现“新面孔”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-02 10:24 北京时间&nbsp;&nbsp;&nbsp;<a href=http://global.eastmoney.com/a/202109022076863011_0.html><strong>证券时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>日前披露完毕的公募基金半年报显示，多位知名基金经理管理的投资组合逆市增持港股。多家公募近期也纷纷出手布局主投港股的基金，还通过自购旗下港股基金增强市场信心。\n基金投资人士预计，港股市场或会出现结构性行情，建议重点关注半年报超预期的板块及个股。\n多位知名基金经理\n加仓港股\n公募基金半年报披露的“隐形重仓股”显示，多位明星基金经理逢低加仓了港股，不少基金经理增持力度较大，港股持仓比重大幅提升。\n截至二...</p>\n\n<a href=\"http://global.eastmoney.com/a/202109022076863011_0.html\">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":"06078","symbol_name":"海吉亚医疗","start_time":0,"source_url":"http://global.eastmoney.com/a/202109022076863011_0.html","article_id":"2164811943","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/0a831bcebda158ecca4acb0e3ba2927d"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2164811943","pubTimestamp":1630549442,"sourceInfo":{"source_id":"cszg","name":"券商中国"},"weMediaInfo":null,"summary":"【多位知名基金经理加仓港股 公募密集布局港股基金】公募基金半年报显示，多位知名基金经理管理的投资组合逆市增持港股。多家公募近期也纷纷出手布局主投港股的基金，还通过自购旗下港股基金增强市场信心。基金投资人士预计，港股市场或会出现结构性行情，建议重点关注半年报超预期的板块及个股。 (证券时报)","collect":0,"end_time":0,"defaultTopTitle":"eastmoney.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"06078":"海吉亚医疗"},"translate_title":"Add positions in an all-round way! Super big coffee sweeps Hong Kong stocks, and there is a \"new face\" in the camp","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/ce97c7a5d4d22b892f32596971b0d73f","symbols_score_info":{"06078":0.9},"content_text":"日前披露完毕的公募基金半年报显示，多位知名基金经理管理的投资组合逆市增持港股。多家公募近期也纷纷出手布局主投港股的基金，还通过自购旗下港股基金增强市场信心。\n基金投资人士预计，港股市场或会出现结构性行情，建议重点关注半年报超预期的板块及个股。\n多位知名基金经理\n加仓港股\n公募基金半年报披露的“隐形重仓股”显示，多位明星基金经理逢低加仓了港股，不少基金经理增持力度较大，港股持仓比重大幅提升。\n截至二季度末，赵枫管理的睿远均衡价值共计持有106只股票，隐形重仓股中包括部分港股标的。其中，位列第13大重仓股的思摩尔国际的持股市值占基金净值比例超过3%，达到3.11%；腾讯控股、敏华控股分列睿远均衡价值的第16、17大重仓股，持股数较去年末均有所上升，持股市值占基金资产净值比例分别为2.21%、1.95%。\n在张坤管理的易方达优质企业基金的持仓中，占净比超过1%的阵营出现“新面孔”——海吉亚医疗，持股市值占基金净值比例为2.39%。易方达蓝筹精选是张坤在管基金中规模最大的，截至6月末的规模为989.89亿元，持仓个股92只。对比此前的定期报告，该基金上半年末对海吉亚医疗和京东健康的持股数量较2020年末有所增加。值得一提的是，海吉亚医疗同样也是傅鹏博的隐形重仓股，二季度股价上涨了80.94%。\n易方达基金旗下另外一位基金经理冯波管理的基金半年报显示，港股持仓比重大幅增加，增持了安踏体育、李宁、中芯国际等。\n截至二季度末，秦毅管理的泓德睿泽共计持有114只股票，持有药明生物的市值占基金净值比例超过3%，位列第14大重仓股。与去年年底相比，秦毅还进一步加仓了华润啤酒、金蝶国际，新进港股医药股信达生物452万股。\n公募积极布局港股基金\n尽管港股短期面临诸多不确定性，公募布局港股基金的热情依然高涨，多只主投港股市场的基金相继发行。\n数据显示，截至9月1日，下半年以来已有16只主投港股的相关基金进入发行，其中，指数基金有9只，包括天弘恒生沪深港创新药精选50ETF等；主动权益基金合计7只，如广发恒生科技等。按照公告披露的发行计划，接下来还有华夏恒生中国内地企业高股息率ETF等多只基金陆续发行。\n与此同时，嘉实、光证资管等基金管理人拿出真金白银自购旗下港股基金。例如，嘉实港股互联网产业核心资产在发行期间，嘉实基金认购3000万元，公司高管、投研部门负责人、基金经理均参与认购。另外，光证资管出资1000万元申购旗下产品光大阳光香港精选。此外，对于几只港股主题发起式基金，相关公司运用自有资金认购1000万元。\n多位公募人士认为，港股整体应该处于偏底部区域，长期看有一定的配置价值。嘉实基金认为， 近一年恒生指数走势如过山车，指数本身的投资逻辑并没有改变，指数基本面仍然向好。从估值层面来看，经历过这波较大的回调，恒生科技指数的市盈率市销率都有所下降，市销率已达到指数上市以来新低，估值压力有所缓解。\n诺德基金研究员张昳泓表示，港股从2月份以来走势一直较为低迷，从恒生指数来看市净率接近破净状态。过去20年，恒指破净只出现过4次，分别是2015年股灾、2016年A股熔断、2019年、2020年新冠疫情，破净后一般持续时间都未超过半年。预计下半年港股可能有结构性行情，建议重点关注半年报超预期的板块及个股。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":812133949,"gmtCreate":1630560735081,"gmtModify":1632472673860,"author":{"id":"3585896966785401","authorId":"3585896966785401","name":"xxmm332244","avatar":"https://static.tigerbbs.com/b0fc3c0aec872232bf3a880795e6d919","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"我信","listText":"我信","text":"我信","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/812133949","repostId":2164811943,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":812371524,"gmtCreate":1630557647968,"gmtModify":1630557647968,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","vip":1,"crmLevel":7,"crmLevelSwitch":0},"htmlText":"任何专业机构都会买入港股，持有便宜30-50%，基金年化也就这个数而已。","listText":"任何专业机构都会买入港股，持有便宜30-50%，基金年化也就这个数而已。","text":"任何专业机构都会买入港股，持有便宜30-50%，基金年化也就这个数而已。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/812371524","repostId":2164811943,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":812342050,"gmtCreate":1630556825170,"gmtModify":1632472808937,"author":{"id":"4088434743181490","authorId":"4088434743181490","name":"Jocelynlwy","avatar":"https://static.tigerbbs.com/3110e2c4972d769362dc5f785e6c4432","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"[呆住]&nbsp;","listText":"[呆住]&nbsp;","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/812342050","repostId":2164811943,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":812392767,"gmtCreate":1630551105759,"gmtModify":1632473061229,"author":{"id":"3578446798028290","authorId":"3578446798028290","name":"Alexkoay","avatar":"https://static.tigerbbs.com/e5a71ab4735585e5f4103341ba016f09","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/812392767","repostId":2164811943,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5726039,"gmtCreate":1630551112471,"gmtModify":1631895020601,"authorId":3578446798028290,"author":{"id":3578446798028290,"authorId":3578446798028290,"name":"Alexkoay","avatar":"https://static.tigerbbs.com/e5a71ab4735585e5f4103341ba016f09","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":812392767,"type":1,"supId":0,"prevId":0,"content":"[微笑]","text":"[微笑]","html":"[微笑]"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":42,"commentSize":4,"repostSize":0,"favoriteSize":0,"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":"4.24.2","shortVersion":"4.24.2","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/2164811943"}