西部利得何奇：阶段性看好周期股和港股

美港电讯10-25

【西部利得何奇：阶段性看好周期股和港股】金十数据10月25日讯，西部利得总经理助理、投资总监何奇管理的西部利得策略优选发布2024年三季报，该基金在三季度新进快手、科顺股份、首开股份、喜临门等为前十大重仓股，同时加仓了越秀地产、山金国际。何奇在季报中表示，三季度该基金延续了以周期股为主的配置方向，并适当加大了对港股的配置比重，阶段性看好周期股和港股的原因在于：一是美联储降息周期开启，利好贵金属等...

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

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2478644145?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-10-25 11:09","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2478644145","market":"us","top_or_hot":-1,"title":"西部利得何奇：阶段性看好周期股和港股","media":"美港电讯","content":"<div>\n<p>【西部利得何奇：阶段性看好周期股和港股】金十数据10月25日讯， 西部利得总经理助理、投资总监何奇管理的西部利得策略优选发布2024年三季报，该基金在三季度新进快手、科顺股份、首开股份、喜临门等为前十大重仓股，同时加仓了越秀地产、山金国际。何奇在季报中表示，三季度该基金延续了以周期股为主的配置方向，并适当加大了对港股的配置比重，阶段性看好周期股和港股的原因在于：一是美联储降息周期开启，利好贵金属等...</p>\n\n<a href=\"https://www.ushknews.com/\">网页链接</a>\n\n</div>\n","source":"live_meigang","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>西部利得何奇：阶段性看好周期股和港股</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西部利得何奇：阶段性看好周期股和港股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-25 11:09 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.ushknews.com/><strong>美港电讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【西部利得何奇：阶段性看好周期股和港股】金十数据10月25日讯， 西部利得总经理助理、投资总监何奇管理的西部利得策略优选发布2024年三季报，该基金在三季度新进快手、科顺股份、首开股份、喜临门等为前十大重仓股，同时加仓了越秀地产、山金国际。何奇在季报中表示，三季度该基金延续了以周期股为主的配置方向，并适当加大了对港股的配置比重，阶段性看好周期股和港股的原因在于：一是美联储降息周期开启，利好贵金属等...</p>\n\n<a href=\"https://www.ushknews.com/\">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":"HK0000934320.USD","symbol_name":"GF USD MONEY MARKET FUND CLASS C (USD) ACCUMULATION","start_time":0,"source_url":"https://www.ushknews.com/","article_id":"2478644145","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2478644145","pubTimestamp":1729825760,"sourceInfo":{"source_id":"live_meigang","name":"美港电讯"},"weMediaInfo":null,"summary":"【西部利得何奇：阶段性看好周期股和港股】金十数据10月25日讯， 西部利得总经理助理、投资总监何奇管理的西部利得策略优选发布2024年三季报，该基金在三季度新进快手、科顺股份、首开股份、喜临门等为前十","collect":0,"end_time":0,"defaultTopTitle":"ushknews.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"81024":"快手-WR","300737":"科顺股份","600376":"首开股份","603008":"喜临门","HK0000934320.USD":"GF USD MONEY MARKET FUND CLASS C (USD) ACCUMULATION","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF","01024":"快手-W","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","HSTECH":"恒生科技指数","BK1591":"就地过年概念","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","BK1590":"短视频概念股","SPY":"标普500ETF","HSCEI":"国企指数","IVV":"标普500指数ETF","UPRO":"三倍做多标普500ETF","000975":"山金国际","SDS":"两倍做空标普500ETF","YANG":"三倍做空富时中国ETF-Direxion","BK4581":"高盛持仓","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","BK4588":"碎股","09979":"绿城管理控股","00123":"越秀地产","SH":"标普500反向ETF","BK0188":"融资融券","BK1240":"房地产开发","07226":"XL二南方恒科","OEX":"标普100",".SPX":"S&P 500 Index","BK1555":"内房股","SSO":"两倍做多标普500ETF","BK0273":"房地产","BK1610":"ETF&股票定投概念","BK1095":"互动媒体与服务","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC"},"translate_title":"Western Profits: Optimistic about cyclical stocks and Hong Kong stocks in stages","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81024":0.6,"300737":1,"600376":1,"603008":1,"HSTECH":1,"YANG":1,"US7Y.BOND":1,"US6M.BOND":1,"US5Y.BOND":1,"US3Y.BOND":1,"US30Y.BOND":1,"US2Y.BOND":1,"US12M.BOND":1,"US10Y.BOND":1,"SPY":1,"HSCEI":1,"000975":1,"09979":1,"07226":1,"01024":1,"00123":1,"US912797HE00.BOND":0.6,"OEF":0.6,"UPRO":0.6,"SSO":0.6,"SPXU":0.6,"SH":0.6,"SDS":0.6,"OEX":0.6,"ESmain":0.6,".SPX":0.6,"IVV":0.6},"content_text":"【西部利得何奇：阶段性看好周期股和港股】金十数据10月25日讯， 西部利得总经理助理、投资总监何奇管理的西部利得策略优选发布2024年三季报，该基金在三季度新进快手、科顺股份、首开股份、喜临门等为前十大重仓股，同时加仓了越秀地产、山金国际。何奇在季报中表示，三季度该基金延续了以周期股为主的配置方向，并适当加大了对港股的配置比重，阶段性看好周期股和港股的原因在于：一是美联储降息周期开启，利好贵金属等全球定价的资源品；二是房地产政策放松有望带来基本面的边际改善，利好房地产相关产业链及顺周期板块的估值重塑。他判断，A 股中期可能存在着反弹空间，该基金会继续关注泛成长方向的反弹机会。","kind":"live","is_publish_news":false,"is_publish_highlight":false,"is_publish_live":true,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"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":"4.29.3","shortVersion":"4.29.3","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/2478644145"}