骰卋賢人九重峯
2021-02-28
这篇文章不错,转发给大家看
@星星复利:
高瓴资本持仓股票(A股)最近一个月投资成绩!
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。
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tg-height=\"1128\"></p><p>观察仓:</p><p>通威股份</p><p>海正药业</p><p>健帆生物</p><p>海螺水泥</p><p>古井贡酒</p><p>爱尔眼科</p><p>良品铺子</p><p>格力电器</p><p>国瓷材料</p><p>五粮液</p><p>美的集团</p><p>恒瑞医药</p><p>药明康德</p><p>隆基股份</p><p>健康元</p><p>金域医学</p><p>甘李药业</p><p>公牛集团</p><p>华兰生物</p><p>宁德时代</p><p>上海机电</p><p>泰格医药</p><p>凯莱英</p><p>水井坊</p><p>凯利泰</p><p>迪安诊断</p><p>广联达</p><p>恩捷股份</p><p>------------------------</p><p>本文首发于:星星复利(全网同名)</p><p>专注港美股打新、港美股市场跟踪</p><p>新股IPO分析、香港卡办理、次新股跟踪</p><p>每日分享行业指数估值表、高瓴持仓等</p><p><a target=\"_blank\" href=\"https://laohu8.com/S/000858\">$五粮液(000858)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/601012\">$隆基股份(601012)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/600438\">$通威股份(600438)$</a> </p></body></html>","htmlText":"<html><head></head><body><p>我相信所有投资港股打新的人,在A股一定有布局,所以星星也会跟踪A股的市场和优质股,和优质基金,分享更多赚钱机会给大家。</p><p>最近一个月,A股大盘涨幅0.44%,我们一起看下高瓴最新持仓,和最近一个月的成绩。</p><p>大概看一下高瓴A股最新持仓,大多都是白马股和各行业龙头,<strong>行业主要是医药行业和新能源行业。</strong></p><p>高瓴A股投资的股票最近一个月跌幅都挺大的,但是眼光拉到最近一年来看,<strong>只有一个股票收益是负的,其他都是正收益,可以看出高瓴投资实力。</strong></p><p>我们不用去精细研究表格里各个股票基本面,毕竟能被高瓴资本看中,都不是简单的公司。</p><p>我们可以多关注一些最近超跌,但是<strong>净利润和ROE都不错的股票</strong>,以后超大概率会补涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9add81f093b5c4bddfa97f5a8c03a8e\" tg-width=\"688\" tg-height=\"1128\"></p><p>观察仓:</p><p>通威股份</p><p>海正药业</p><p>健帆生物</p><p>海螺水泥</p><p>古井贡酒</p><p>爱尔眼科</p><p>良品铺子</p><p>格力电器</p><p>国瓷材料</p><p>五粮液</p><p>美的集团</p><p>恒瑞医药</p><p>药明康德</p><p>隆基股份</p><p>健康元</p><p>金域医学</p><p>甘李药业</p><p>公牛集团</p><p>华兰生物</p><p>宁德时代</p><p>上海机电</p><p>泰格医药</p><p>凯莱英</p><p>水井坊</p><p>凯利泰</p><p>迪安诊断</p><p>广联达</p><p>恩捷股份</p><p>------------------------</p><p>本文首发于:星星复利(全网同名)</p><p>专注港美股打新、港美股市场跟踪</p><p>新股IPO分析、香港卡办理、次新股跟踪</p><p>每日分享行业指数估值表、高瓴持仓等</p><p><a target=\"_blank\" href=\"https://laohu8.com/S/000858\">$五粮液(000858)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/601012\">$隆基股份(601012)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/600438\">$通威股份(600438)$</a> </p></body></html>","text":"我相信所有投资港股打新的人,在A股一定有布局,所以星星也会跟踪A股的市场和优质股,和优质基金,分享更多赚钱机会给大家。 最近一个月,A股大盘涨幅0.44%,我们一起看下高瓴最新持仓,和最近一个月的成绩。 大概看一下高瓴A股最新持仓,大多都是白马股和各行业龙头,行业主要是医药行业和新能源行业。 高瓴A股投资的股票最近一个月跌幅都挺大的,但是眼光拉到最近一年来看,只有一个股票收益是负的,其他都是正收益,可以看出高瓴投资实力。 我们不用去精细研究表格里各个股票基本面,毕竟能被高瓴资本看中,都不是简单的公司。 我们可以多关注一些最近超跌,但是净利润和ROE都不错的股票,以后超大概率会补涨。 观察仓: 通威股份 海正药业 健帆生物 海螺水泥 古井贡酒 爱尔眼科 良品铺子 格力电器 国瓷材料 五粮液 美的集团 恒瑞医药 药明康德 隆基股份 健康元 金域医学 甘李药业 公牛集团 华兰生物 宁德时代 上海机电 泰格医药 凯莱英 水井坊 凯利泰 迪安诊断 广联达 恩捷股份 ------------------------ 本文首发于:星星复利(全网同名) 专注港美股打新、港美股市场跟踪 新股IPO分析、香港卡办理、次新股跟踪 每日分享行业指数估值表、高瓴持仓等 $五粮液(000858)$ $隆基股份(601012)$ 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