华尔街要推中概版“Mag 7 ”——“Lucky 8”

华尔街见闻05-28

Lucky Eight ETF的交易代码为“LCKY”，初始成分股包括腾讯、阿里巴巴、美团、比亚迪、小米、拼多多、京东和百度，等权配置仓位，有望于今夏上市。前有科技股“七姐妹”，后有中概股“Lucky 8”。据媒体报道，继美股“七姐妹”ETF MAGS后，知名投资公司Roundhill Investments计划推出中概科技股ETF Lucky 8。据介绍，Lucky 8 ETF定位为中概版的“...

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精彩评论

Julio堂
05-29
Julio堂
仔细对比下双方核心业务的科技含量与它们最近几个财报的发展趋势，就知道该做啥了
- Jet2017:
  做空
老山古
05-29
老山古
人家是漂漂亮亮的七姐妹，我们是8个扣脚大汉吧[笑哭] [笑哭]
21克拉粉钻
05-28
21克拉粉钻
第二梯队
baiwan
05-28
baiwan
拉跨的很
阿尔法林
05-28
阿尔法林
人家都是高科技公司，咱们全是卖货公[流泪]
易拉罐味汽水
05-28
易拉罐味汽水
[开心] 支持，正好把筹码派给他们

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ETF的交易代码为“LCKY”，初始成分股包括腾讯、阿里巴巴、美团、比亚迪、小米、拼多多、京东和百度，等权配置仓位，有望于今夏上市。前有科技股“七姐妹”，后有中概股“Lucky 8”。据媒体报道，继美股“七姐妹”ETF MAGS后，知名投资公司Roundhill Investments计划推出中概科技股ETF Lucky 8。据介绍，Lucky 8 ETF定位为中概版的“...</p>\n\n<a 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8强在哪？近月以来，港股上演出一场“史诗级”大反攻，领涨全球市场，其中互联网公司功不可没。行情数据显示，今年以来，国内5只中概互联网/科技ETF多数实现约15%以上的涨幅。尤其是本月来多个互联网巨头陆续披露最新业绩报告，优异的“成绩单”为其中4只ETF贡献了约10%的涨幅。不过，目前我国场内5只中概互联网/科技ETF的跟踪标的均为中国互联网30、全球中国互联网等综合指数，指数成分股高达50个，和股票型基金相比，跟踪的灵活性和精确性均有所折扣。这点也是Dave Mazza计划推出Lucky 8的缘由之一：“如果你只想买这些公司的股票，一些传统的中概股ETF很难做到，但Lucky 8可以。”中长期看，国内外投资机构和外资巨头也对看好互联网巨头盈利前景。招商证券在近期发布的报告中指出，在最近的两周时间里，受整体股市情绪提振的积极影响，中国互联网行业估值已从底部开始逐步企稳回升。华创证券指出，近两年恒生科技板块开启“高质量发展”，目前仍有估值性价比，随着基本面回暖、现金流改善、分红派息提升，估值修复行情有望持续。高盛预期，消费科技与服务相关产业将脱颖而出，倾向于投资具备优质资质的大型企业，并重视其现金回报能力。此前报道称，传奇对冲基金经理Michael Burry、对冲基金传奇人物David Tepper管理的两家基金也于一季度加大了对京东、阿里、百度等中概科技股的押注。Lucky 8今年以来的股价表现和最新业绩情况具体如下：美团-W（03690.HK）累计上涨45.18%，Q4营收同比增长22.6%至737.0亿元，经调整后净利润涨超4倍，全年营收扭亏为盈。腾讯控股（00700.HK）累计上涨30.61%，Q1营收同比增长6%至1595亿元，净利润大增54%，视频号使用时长增超80%，毛利增速连续六个季度跑赢营收。小米集团-W（01810.HK）累计上涨16.3%，Q1营收同比增长27%至755.1亿元，经调整后净利润同比增超100%，整体毛利率提升2.8个百分点至22.3%。京东（JD）累计上涨7.78%，Q1净营收同比增长7%至2600.5亿元，净利润同比增长18.8%至73.7亿元，同样超预期，物流业务营收扭亏为盈。拼多多（PDD）累计上涨7.7%，Q1营收同比增长131%至868.1亿元，净利润同比暴增202%至306.0亿元，均远超预期。阿里巴巴（BABA）Q4营收同比增加6.6%至2218.7亿元，经调整后净利润同比下滑11%，海外电商营收大增45%。比亚迪股份（01211.HK）累计下跌3.36%，Q1营收同比增3.97%至1249.44亿元，净利同比增11%至45.7亿元。百度（BIDU）累计下跌15.79%，Q1营收同比微增1%至315亿元，净利润同比增长22%。","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":0},"commentList":[{"id":310964256637104,"gmtCreate":1716946342638,"gmtModify":1716946344627,"author":{"id":"3547635365309209","authorId":"3547635365309209","authorIdStr":"3547635365309209","name":"Julio堂","avatar":"https://static.tigerbbs.com/61010cf4fad5ebcf13d5d07866c6ae93","vip":1,"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":6,"crmLevelSwitch":0},"htmlText":"仔细对比下双方核心业务的科技含量与它们最近几个财报的发展趋势，就知道该做啥了","listText":"仔细对比下双方核心业务的科技含量与它们最近几个财报的发展趋势，就知道该做啥了","text":"仔细对比下双方核心业务的科技含量与它们最近几个财报的发展趋势，就知道该做啥了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/310964256637104","repostId":2438349304,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":310997037670576,"gmtCreate":1716954345832,"gmtModify":1716954349530,"authorId":3460824243893799,"author":{"id":3460824243893799,"authorId":3460824243893799,"name":"Jet2017","avatar":"https://static.tigerbbs.com/c11ae55ec0562345c2b3032207464065","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":310964256637104,"type":1,"supId":0,"prevId":0,"content":"做空","text":"做空","html":"做空"}],"langContent":"CN"},{"id":310959029760032,"gmtCreate":1716945059501,"gmtModify":1716945061632,"author":{"id":"3556223833274629","authorId":"3556223833274629","authorIdStr":"3556223833274629","name":"老山古","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"人家是漂漂亮亮的七姐妹，我们是8个扣脚大汉吧[笑哭]&nbsp; [笑哭]&nbsp;","listText":"人家是漂漂亮亮的七姐妹，我们是8个扣脚大汉吧[笑哭]&nbsp; [笑哭]&nbsp;","text":"人家是漂漂亮亮的七姐妹，我们是8个扣脚大汉吧[笑哭] [笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310959029760032","repostId":2438349304,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":310820874858696,"gmtCreate":1716911794950,"gmtModify":1716911797040,"author":{"id":"232529750880900","authorId":"232529750880900","authorIdStr":"232529750880900","name":"21克拉粉钻","avatar":"https://static.tigerbbs.com/aeb8fbbaee3546b4c601204e83215502","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"第二梯队","listText":"第二梯队","text":"第二梯队","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310820874858696","repostId":2438349304,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":310804963369032,"gmtCreate":1716907451952,"gmtModify":1716907454813,"author":{"id":"3555819458512632","authorId":"3555819458512632","authorIdStr":"3555819458512632","name":"baiwan","avatar":"https://static.tigerbbs.com/96c94d7df5868f00b1de132be6a20e2c","vip":1,"crmLevel":7,"crmLevelSwitch":0},"htmlText":"拉跨的很","listText":"拉跨的很","text":"拉跨的很","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310804963369032","repostId":2438349304,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":310795888033992,"gmtCreate":1716905694651,"gmtModify":1716905696837,"author":{"id":"3458903913570876","authorId":"3458903913570876","authorIdStr":"3458903913570876","name":"阿尔法林","avatar":"https://static.tigerbbs.com/83ecb94e36646f8918fd9d9b296369f0","vip":1,"crmLevel":6,"crmLevelSwitch":0},"htmlText":"人家都是高科技公司，咱们全是卖货公[流泪]&nbsp;&nbsp;","listText":"人家都是高科技公司，咱们全是卖货公[流泪]&nbsp;&nbsp;","text":"人家都是高科技公司，咱们全是卖货公[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310795888033992","repostId":2438349304,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":310797597868104,"gmtCreate":1716905653735,"gmtModify":1716905697605,"author":{"id":"3585583086175988","authorId":"3585583086175988","authorIdStr":"3585583086175988","name":"易拉罐味汽水","avatar":"https://static.tigerbbs.com/659ec2130c2776cb15057b03681ba5cc","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"[开心]&nbsp;&nbsp;支持，正好把筹码派给他们","listText":"[开心]&nbsp;&nbsp;支持，正好把筹码派给他们","text":"[开心] 支持，正好把筹码派给他们","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310797597868104","repostId":2438349304,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":13,"commentSize":7,"repostSize":4,"favoriteSize":10,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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