阿白_2878
01-24
市场还是需要马云
马云、蔡崇信联手增持阿里巴巴,中概股久违大反攻
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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马云、蔡崇信联手增持阿里巴巴,中概股久违大反攻\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-24 10:32 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202401241030537a3dd6ea&s=b><strong>腾讯自选股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>热点事件1月23日晚间,美股中概股追随国内股市周二涨势,强势反弹,纳斯达克金龙中国指数涨近5%,表现远胜大盘。1月24日早盘,中概互联ETF(159605)、中概互联网ETF(513050)盘中均涨近2%。消息面上,昨晚市场迎来利好,证监会再度定调要全力维护资本市场稳定运行,坚持稳中求进、以进促稳,把资本市场稳定运行放在更加突出的位置。此外,阿里巴巴集团创始人马云、蔡崇信大幅增持阿里股票。昨日晚间...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202401241030537a3dd6ea&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","09988":"阿里巴巴-W","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","BK4554":"元宇宙及AR概念","LU1051768304.USD":"贝莱德新兴市场股票收益A6","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","BK4531":"中概回港概念","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK4585":"ETF&股票定投概念","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","BK4534":"瑞士信贷持仓","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","BABA":"阿里巴巴","BK4533":"AQR资本管理(全球第二大对冲基金)","TTTN":"老虎中美互联网巨头ETF","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK4575":"芯片概念","BK4587":"ChatGPT概念","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4558":"双十一","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4220":"综合零售","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4527":"明星科技股","BK4538":"云计算","LU0072913022.USD":"UBS (LUX) EQUITY FUND - GREATER CHINA \"P\" (USD) ACC","BK4579":"人工智能","BK4526":"热门中概股","BK4588":"碎股","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0067412154.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY \"P\" (USD) ACC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4502":"阿里概念","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC NC","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","LU0821914370.USD":"贝莱德亚洲成长领袖A2","BK4504":"桥水持仓","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4548":"巴美列捷福持仓","BK4565":"NFT概念","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0651946864.USD":"贝莱德新兴市场股票收益A2"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202401241030537a3dd6ea&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2405343064","content_text":"热点事件1月23日晚间,美股中概股追随国内股市周二涨势,强势反弹,纳斯达克金龙中国指数涨近5%,表现远胜大盘。1月24日早盘,中概互联ETF(159605)、中概互联网ETF(513050)盘中均涨近2%。消息面上,昨晚市场迎来利好,证监会再度定调要全力维护资本市场稳定运行,坚持稳中求进、以进促稳,把资本市场稳定运行放在更加突出的位置。此外,阿里巴巴集团创始人马云、蔡崇信大幅增持阿里股票。昨日晚间美证监会网站显示,蔡崇信家族基金于2023年Q4增持约1.51亿美元的阿里巴巴在美上市的股票。另据报道,马云在2023年Q4购买了价值5000万美元的香港上市股票。受此消息刺激,阿里巴巴美股一度大涨超7%,并带动中概股集体爆发。机构观点中信证券:港股受海外降息预期反复、活跃资金流出的冲击,当前流动性折价显著,绩优的港股互联网龙头值得逐渐布局。若国内政策预期升温,叠加海外流动性边际宽松,以科网股为代表的成长风格或更加占优。广发证券:当前互联网板块股价总体表现低迷,部分公司开始加大回购和分红的力度以稳定股价。公司普遍通过优化业务结构,释放更高的经营杠杆,短期利润释放均高于收入表现。从格局稳定带来利润释放的角度,看好流媒体基于会员提价带来UE提升的趋势。有IP定价权的公司中,2024年是产品大年,建议关注内容驱动带来的业绩弹性。从流量错位竞争、商业模式持续迭代的角度,看好短视频、社交媒体的增长潜力。从宏观恢复角度,广告、外卖、电商等业态均有估值修复的机会。相关ETF中概互联网ETF(159605)跟踪中国互联网30指数,中概互联网ETF(513050)跟踪中国互联网50指数,分别从香港及其他海外交易所选取30只、50只中国互联网公司证券作为指数样本,以反映在境外上市的中国互联网公司的整体表现,一键打包海外中概互联网核心资产,并可进行T+0交易。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1250,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":16,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/266436497432600"}
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