范嘉颖
2021-03-26
这篇文章不错,转发给大家看看
基金净值回撤大,500亿基金经理公开道歉
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
kakatoin
2021-03-26
kakatoin
这里回复一下
范嘉颖
:
🐂🐂
kakatoin
:
666
范嘉颖
:
📈
kakatoin
:
666
范嘉颖
:
🐂🐂🐂
范嘉颖
2021-03-30
范嘉颖
📈📈
查看全部7条评论
APP内打开
发表看法
7
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":358707778,"tweetId":"358707778","gmtCreate":1616727649894,"gmtModify":1616727649894,"author":{"id":3574147547474856,"idStr":"3574147547474856","authorId":3574147547474856,"authorIdStr":"3574147547474856","name":"范嘉颖","avatar":"https://static.tigerbbs.com/b4950f9743ac16c2037518bba4f7b73b","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":2,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>这篇文章不错,转发给大家看看</p></body></html>","htmlText":"<html><head></head><body><p>这篇文章不错,转发给大家看看</p></body></html>","text":"这篇文章不错,转发给大家看看","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":7,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/358707778","repostId":1191326302,"repostType":4,"repost":{"id":"1191326302","kind":"news","pubTimestamp":1616726184,"share":"https://www.laohu8.com/m/news/1191326302?lang=&edition=full","pubTime":"2021-03-26 10:36","market":"sh","language":"zh","title":"基金净值回撤大,500亿基金经理公开道歉","url":"https://stock-news.laohu8.com/highlight/detail?id=1191326302","media":"第一财经","summary":"正在不断优化持仓个股\n\n3月25日,嘉实基金成立22周年之际,嘉实基金投研团队集体入驻今日头条,并为股民带来近期市场走势的全面解读。\n其中嘉实基金成长策略组投资总监归凯一连发布了4篇“微头条”,对春节","content":"<div>\n<p>正在不断优化持仓个股\n\n3月25日,嘉实基金成立22周年之际,嘉实基金投研团队集体入驻今日头条,并为股民带来近期市场走势的全面解读。\n其中嘉实基金成长策略组投资总监归凯一连发布了4篇“微头条”,对春节后净值回撤表示“深感抱歉”,并对基金抱团等市场关心的话题,一一坦诚以对。\n归凯表示,市场在春节后出现这么一波下跌,我们基金净值也不可避免会受到一些影响,我们也在不断优化自己的持仓个股。今年应该是分化...</p>\n\n<a href=\"https://www.yicai.com/news/101000053.html\">Web Link</a>\n\n</div>\n","source":"dyvj","collect":0,"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>基金净值回撤大,500亿基金经理公开道歉</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基金净值回撤大,500亿基金经理公开道歉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-26 10:36 北京时间 <a href=https://www.yicai.com/news/101000053.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>正在不断优化持仓个股\n\n3月25日,嘉实基金成立22周年之际,嘉实基金投研团队集体入驻今日头条,并为股民带来近期市场走势的全面解读。\n其中嘉实基金成长策略组投资总监归凯一连发布了4篇“微头条”,对春节后净值回撤表示“深感抱歉”,并对基金抱团等市场关心的话题,一一坦诚以对。\n归凯表示,市场在春节后出现这么一波下跌,我们基金净值也不可避免会受到一些影响,我们也在不断优化自己的持仓个股。今年应该是分化...</p>\n\n<a href=\"https://www.yicai.com/news/101000053.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a583d5cf4b897c0cc76a5c8716ec7932","relate_stocks":{},"source_url":"https://www.yicai.com/news/101000053.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191326302","content_text":"正在不断优化持仓个股\n\n3月25日,嘉实基金成立22周年之际,嘉实基金投研团队集体入驻今日头条,并为股民带来近期市场走势的全面解读。\n其中嘉实基金成长策略组投资总监归凯一连发布了4篇“微头条”,对春节后净值回撤表示“深感抱歉”,并对基金抱团等市场关心的话题,一一坦诚以对。\n归凯表示,市场在春节后出现这么一波下跌,我们基金净值也不可避免会受到一些影响,我们也在不断优化自己的持仓个股。今年应该是分化很大的市场,整个结构性行情还是比较明显的,这就要求基金经理在震荡的行情里不断优化自己持仓股票。如何优化?还是要不断去研究,去看公司不断披露出来的年报、一季报,不断去调研、不断去挖掘,尽量不断加仓业绩超预期的公司,减持业绩不达预期的公司。这是我们在应对市场下跌或市场震荡时自己的一些应对策略。\n我们希望能尽量控制回撤,但是整个核心成长类资产达预期波动比较大,所以我们也深感抱歉,整个基金回撤比较大,但我们一直立足于长期,越短期的事情看得不是特别清楚,包括我们持仓的很多公司都是以比较长期的角度去看,所以拉长维度,我们依然是非常有信心的。控制回撤。我们大概控制回撤的几个方法:\n寻找最优秀的公司,大部分情况来看,不排除刚才说的核心成长类资产大幅下杀情况,一般优秀的公司超预期的情况还是比较多的,所以本身优秀的公司在大部分情况下回撤风险相对较小的。在成长类资产里,我们配置并没有倾向于某个行业,所以希望努力拓宽我们成长类资产的能力圈,比如科技、消费、医药、先进制造板块中很多核心成长类的长期有空间的资产都是比较均衡地配置,从某种程度上相对均衡的配置,希望用这样的策略达到控制回撤的目的。不断动态的评估,如果觉得收益率不满足要求,也会进行调整。\n在这一轮过程中,重点是从仓位上并没有作出特别大的变化,但是从结构上来说。目前努力评估我们的重仓股,过去几年如果估值扩张的程度相较于业绩增长的程度明显过大时,会把这些持仓比较多的调整到业绩和估值增长比较匹配,或未来几年有大幅超预期可能的股票上,这样也可以更快地去消化估值。我们也在寻找目前估值比较合理,业绩增长比较匹配,未来有希望成长为下一批核心资产的股票,我们也在定期研究和跟踪。\nChoice数据显示,归凯是一名管理规模超500亿的明星基金经理。目前共管理9只基金产品(A、C份额合并计算)。春节后,9只产品回撤明显,其中嘉实远瑞和两年持有期与嘉实泰和回撤最高,均超22%,管理规模超百亿的两只产品嘉实新兴产业与嘉实核心成长A/C回撤也超20%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1849,"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":27,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":3887568,"commentId":"3887568","gmtCreate":1616727913078,"gmtModify":1616727913078,"authorId":3557273959939454,"author":{"id":3557273959939454,"idStr":"3557273959939454","authorId":3557273959939454,"name":"kakatoin","avatar":"https://static.tigerbbs.com/679a07f9dabc1e73ca218038364a7712","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":358707778,"objectIdStr":"358707778","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"这里回复一下","text":"这里回复一下","html":"这里回复一下","likeSize":0,"commentSize":5,"subComments":[{"id":3993342,"commentId":"3993342","gmtCreate":1617942752215,"gmtModify":1617942752215,"authorId":3574147547474856,"author":{"id":3574147547474856,"idStr":"3574147547474856","authorId":3574147547474856,"name":"范嘉颖","avatar":"https://static.tigerbbs.com/b4950f9743ac16c2037518bba4f7b73b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":358707778,"objectIdStr":"358707778","type":1,"supId":3887568,"supIdStr":"3887568","prevId":0,"prevIdStr":"0","content":"🐂🐂","text":"🐂🐂","html":"🐂🐂"},{"id":3908893,"commentId":"3908893","gmtCreate":1616983771996,"gmtModify":1616983771996,"authorId":3557273959939454,"author":{"id":3557273959939454,"idStr":"3557273959939454","authorId":3557273959939454,"name":"kakatoin","avatar":"https://static.tigerbbs.com/679a07f9dabc1e73ca218038364a7712","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":358707778,"objectIdStr":"358707778","type":1,"supId":3887568,"supIdStr":"3887568","prevId":0,"prevIdStr":"0","content":"666","text":"666","html":"666"},{"id":3908609,"commentId":"3908609","gmtCreate":1616981823838,"gmtModify":1616981823838,"authorId":3574147547474856,"author":{"id":3574147547474856,"idStr":"3574147547474856","authorId":3574147547474856,"name":"范嘉颖","avatar":"https://static.tigerbbs.com/b4950f9743ac16c2037518bba4f7b73b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":358707778,"objectIdStr":"358707778","type":1,"supId":3887568,"supIdStr":"3887568","prevId":0,"prevIdStr":"0","content":"📈","text":"📈","html":"📈"},{"id":3887686,"commentId":"3887686","gmtCreate":1616729094548,"gmtModify":1616729094548,"authorId":3557273959939454,"author":{"id":3557273959939454,"idStr":"3557273959939454","authorId":3557273959939454,"name":"kakatoin","avatar":"https://static.tigerbbs.com/679a07f9dabc1e73ca218038364a7712","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":358707778,"objectIdStr":"358707778","type":1,"supId":3887568,"supIdStr":"3887568","prevId":0,"prevIdStr":"0","content":"666","text":"666","html":"666"},{"id":3887662,"commentId":"3887662","gmtCreate":1616728924940,"gmtModify":1616728924940,"authorId":3574147547474856,"author":{"id":3574147547474856,"idStr":"3574147547474856","authorId":3574147547474856,"name":"范嘉颖","avatar":"https://static.tigerbbs.com/b4950f9743ac16c2037518bba4f7b73b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":358707778,"objectIdStr":"358707778","type":1,"supId":3887568,"supIdStr":"3887568","prevId":0,"prevIdStr":"0","content":"🐂🐂🐂","text":"🐂🐂🐂","html":"🐂🐂🐂"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3922742,"commentId":"3922742","gmtCreate":1617114690937,"gmtModify":1617114690937,"authorId":3574147547474856,"author":{"id":3574147547474856,"idStr":"3574147547474856","authorId":3574147547474856,"name":"范嘉颖","avatar":"https://static.tigerbbs.com/b4950f9743ac16c2037518bba4f7b73b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":358707778,"objectIdStr":"358707778","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"📈📈","text":"📈📈","html":"📈📈","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/358707778"}
精彩评论