段永平看好新东方！宣布卖出新东方看跌期权

中证报2021-12-08

人称“中国巴菲特”的投资大佬段永平又出手了！继高调买入拼多多之后，段永平又一次公开为中概股“打擂”——宣布卖出新东方看跌期权。这并非个例，面对近期中概股大幅波动走势，不少投资大佬公开表露心声。此外，基民也一直在“买买买”的路上，被网友自嘲为“中概互怜”的港股互联网ETF，近半年份额大增167%。大佬激辩中概股未来 12月8日，段永平在社交媒体发文称，卖出了12月31日到期的新东方看跌期权，并...

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理财王道
2021-12-09
理财王道
[龇牙]
Youn7276
2021-12-09
Youn7276
阅
韭菜一般
2021-12-09
韭菜一般
[微笑]
- TEO3303:
  666
瀚妈
2021-12-08
瀚妈
是

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进化论资产CEO、首席投资官王一平称，在本周股价波动前就已减仓中概股，加仓了A股，当下则选择“按兵不动”。“目前基金在中概部分的持仓比较少，目前的情绪冲击已经非常充分的反映在股价当中，我们并没有再进一步减少中概头寸，也没有加头寸。我们觉得短期内非理性的负面情绪实在太大，在这里盲目割肉可能也会犯下错误，因此选择按兵不动。”\n图片来源：雪球\n希瓦资产创始人梁宏在社交媒体上表达对港股的看好：“恒指又到了20年长期趋势线的下沿，目前位置不是绝对底部也肯定是底部区域了。短中期内港股作为重点布局的思路不会改变。”\n基民持续“抄底”\n和大佬们按兵不动相比，基民的“抄底”从未停歇。尽管中概股今年来跌幅惨重，基民却始终在“买买买”的路上。\nWind数据显示，近半年来，被加仓最多的两只ETF均为互联网ETF——恒生互联网ETF、中概互联网ETF。两只基金近半年份额分别增长170.88亿份、151.36亿份，份额合计大增167%，成为规模仅次于证券ETF的第二大、第三大行业主题ETF。\n不过，在多次“抄底”抄到半山腰后，基民的自嘲也极为“扎心”：“被套一年，车从奥迪变奥拓，奥拓变奥妙，现在只够买奥利奥了。”\n\n来源：网络\n还有人自创成语“概世英雄”，释义为：“能坚持拿着中概股并不断抄底的，都是英雄。”\n基金经理：港股配置价值凸显\n“目前中概股的情况，可以说是黎明前的黑暗，但是这个黑暗特别黑。“一位港股基金经理感叹。\n实际上，这可能代表了许多基金经理的心声。年初高喊“下香江夺取定价权”的基金经理，不少都在今年的行情中折戟港股。不过，对于未来走势，不少基金经理认为，当下港股的投资性价比显现。\n海富通中证港股通科技ETF基金经理江勇表示，当下港股对于美国政策收紧、外围市场调整的担忧或已经充分反映，港股吸引力进一步显现：首先，港股增长性与估值匹配度更具优势，聪明资金有望进一步流入。互联网行业11月下旬的调整，已对部分龙头企业业绩不及预期、新一轮疫情以及监管新政策的影响进行了较充分的反映。截至11月底，中证港股通科技指数的PE（TTM）估值在36.48倍，相对于A股的创业板指的65.86倍及科创50的60.94倍，仍然相对具备吸引力；相较于海外，互联网龙头的估值处于近年低点，远低于美国同行。其次，持续受益政策，科技创新仍是未来投资主线，政策仍强调推动数字经济健康发展。第三，生物科技行业高景气度不改。部分公司已奠定各自细分领域的行业龙头地位，经过前期调整，性价比凸显。\n万家沪港通精选基金经理刘宏达认为，本轮熊市调整从时间和空间维度已经接近尾声，未来港股表现大概率触底反弹。南向资金抢筹叠加中概股回归潮，未来将不断吸引配置资金，焕发市场新活力。此外，他认为，外部干扰影响有限，无需过度担忧美联储加息。依据历史经验来看，美联储Taper对于A股和港股没有明显影响，加息政策同样没有影响，港股的走势和内地宏观经济基本面的相关性更大。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":602264585,"gmtCreate":1639029310862,"gmtModify":1639029310862,"author":{"id":"101423541623484","authorId":"101423541623484","name":"理财王道","avatar":"https://static.tigerbbs.com/b2e28a9d5fadfddcfce6db80fb2e07af","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"[龇牙]&nbsp;","listText":"[龇牙]&nbsp;","text":"[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602264585","repostId":2189664515,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":602156658,"gmtCreate":1638998630810,"gmtModify":1638998774983,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"阅","listText":"阅","text":"阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602156658","repostId":2189664515,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":602183181,"gmtCreate":1638981762247,"gmtModify":1638981762348,"author":{"id":"3574767238443927","authorId":"3574767238443927","name":"韭菜一般","avatar":"https://static.tigerbbs.com/a453afb39a518dfc6f8fab483ad71c3e","vip":1,"crmLevel":6,"crmLevelSwitch":0},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602183181","repostId":2189664515,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6902695,"gmtCreate":1638986910160,"gmtModify":1638986910193,"authorId":3584996780381106,"author":{"id":3584996780381106,"authorId":3584996780381106,"name":"TEO3303","avatar":"https://static.tigerbbs.com/ebb3df17121a4e7c4165b8de426bacd4","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":602183181,"type":1,"supId":0,"prevId":0,"content":"666","text":"666","html":"666"}],"langContent":"CN"},{"id":602108151,"gmtCreate":1638977755699,"gmtModify":1638977755836,"author":{"id":"3575347610709013","authorId":"3575347610709013","name":"瀚妈","avatar":"https://static.tigerbbs.com/cc130c80435a1df7ae157dd6764e34e0","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"是","listText":"是","text":"是","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602108151","repostId":2189664515,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":53,"commentSize":4,"repostSize":0,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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