小雄zZZ
2022-05-16
与其问中概见底了吗？倒不如去寺庙里求个签。当前中概股在美国资本市场的股价并不能体现中概企业的真实价值。欧美不认俄罗斯的石油天然气，但人家照样卖得飞起，价值摆在那里。即便所有的中概股都被美国下架了，只是不能在美国资本市场交易而已。去新加坡还是香港，一样可以吸引看好中国发展的资金来买[比心]
@话题虎：
全面看多！机构吹起抄底号角！中概见底了吗？
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
彩衫
2022-05-16
彩衫
[无语] [难过]
雪花朵朵开
2022-05-16
雪花朵朵开
冲
imath60
2022-05-16
imath60
赞
江山微雨
2022-05-16
江山微雨
[呆住]
什么也没有了～
APP内打开
发表看法
4
14
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":615088545,"tweetId":"615088545","gmtCreate":1652683924387,"gmtModify":1652683924387,"author":{"id":339785731009095,"idStr":"339785731009095","authorId":339785731009095,"authorIdStr":"339785731009095","name":"小雄zZZ","avatar":"https://static.tigerbbs.com/57cc6a56e6c5b320869787671c8dd873","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.01.10","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":323,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>\n与其问中概见底了吗？倒不如去寺庙里求个签。当前中概股在美国资本市场的股价并不能体现中概企业的真实价值。欧美不认俄罗斯的石油天然气，但人家照样卖得飞起，价值摆在那里。即便所有的中概股都被美国下架了，只是不能在美国资本市场交易而已。去新加坡还是香港，一样可以吸引看好中国发展的资金来买[比心]</body></html>","htmlText":"<html><head></head><body>\n与其问中概见底了吗？倒不如去寺庙里求个签。当前中概股在美国资本市场的股价并不能体现中概企业的真实价值。欧美不认俄罗斯的石油天然气，但人家照样卖得飞起，价值摆在那里。即便所有的中概股都被美国下架了，只是不能在美国资本市场交易而已。去新加坡还是香港，一样可以吸引看好中国发展的资金来买[比心]</body></html>","text":"与其问中概见底了吗？倒不如去寺庙里求个签。当前中概股在美国资本市场的股价并不能体现中概企业的真实价值。欧美不认俄罗斯的石油天然气，但人家照样卖得飞起，价值摆在那里。即便所有的中概股都被美国下架了，只是不能在美国资本市场交易而已。去新加坡还是香港，一样可以吸引看好中国发展的资金来买[比心]","highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":4,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/615088545","repostId":615014212,"repostType":1,"repost":{"magic":2,"id":615014212,"tweetId":"615014212","gmtCreate":1652680628536,"gmtModify":1652692169760,"author":{"id":3502767768442965,"idStr":"3502767768442965","authorId":3502767768442965,"authorIdStr":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","vip":4,"userType":4,"introduction":"热点追踪小能手，为大家捕捉每日最热市场话题","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":36355,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/024fb71bfa1aadc635503c0b1769502e","width":"1080","height":"1294"},{"img":"https://static.tigerbbs.com/cf2ab4b249a4b91f6e58d239c71f2b87","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/1f6b234fb1c6c078bb61c937ac5d2121","width":"1800","height":"1430"}],"coverImages":[{"img":"https://static.tigerbbs.com/024fb71bfa1aadc635503c0b1769502e","width":"1080","height":"1294"},{"img":"https://static.tigerbbs.com/cf2ab4b249a4b91f6e58d239c71f2b87","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/1f6b234fb1c6c078bb61c937ac5d2121","width":"1800","height":"1430"}],"title":"全面看多！机构吹起抄底号角！中概见底了吗？","extraTitle":"","html":"<html><head></head><body><p>从2021年开始，中概历经多轮下跌，2022年，更是再遭重创，近乎团灭。</p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/024fb71bfa1aadc635503c0b1769502e\" tg-width=\"1080\" tg-height=\"1294\"><span>资料来源：彭博咨询，万得咨询，Factset，中金公司</span></p> <p>大幅调整后，有分析师认为，市场底部大概率已现，现在可以更加积极的选股。不少海外机构，也纷纷“抄底”进场。</p> <p><b>5月13日，桥水公布了自己2022年第一季度的持仓报告。</b></p> <p>数据显示，一季度桥水的持仓规模从上季度的172.02亿美元增加到248.07亿美元，共增持546个标的，新建仓261个，比较引人注意的是，阿里巴巴、拼多多、百度等中概均在增持名单内。</p> <ul> \n <li><a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 增持321.22万股，增持幅度达75%，总持仓748.05万股，为其第六大重仓股；</li> \n <li><a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 增持227.75万股，增持幅度达85%，总持仓493.94万股，总市值1.98亿美元；</li> \n <li><a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> 获增持37.66万股，增持幅度达50%，增持后持股市值达1.49亿美元</li> \n</ul> <p> 除了桥水，摩根大通旗下基金“JPMorgan Funds - China Fund A (acc) – USD”也在大举加仓中国互联网概念股，增持<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 。</p> <p>富达国际旗下中国消费动力基金大举增持了美团、京东等互联网股票，目前腾讯和阿里巴巴仍是其前两大重仓股</p> <p>摩根士丹利分析师Laura Wang认为： <b>MSCI中国在经历14个月的下跌后已接近熊市的最后阶段。</b></p> <p>曾称多家中概股“不可投资”，并下调数十只中概互联网股票至“减持”的摩根大通分析师亚历克斯·姚（Alex Yao）也开始全面看多中概股，5月16日最新研报表示：中国互联网行业正在摆脱各种不确定性上升的局面，公司股价或将超预期上涨。</p> <p>同时，摩根大通上调了多家股票的评级：</p> <ul> \n <li>京东集团ADR和H股评级上调至中性；</li> \n <li>阿里巴巴ADR评级上调至超配；</li> \n <li>百度ADR评级上调至中性，目标价125美元；</li> \n <li>哔哩哔哩H股评级上调至中性；</li> \n <li>腾讯评级上调至超配，目标价470港元；</li> \n <li>网易评级上调至超配，目标价185港元；</li> \n <li>美团评级上调至超配，目标价220港元</li> \n</ul> <p><img src=\"https://static.tigerbbs.com/cf2ab4b249a4b91f6e58d239c71f2b87\" tg-width=\"-1\" tg-height=\"-1\"></p> <p></p> <h3><b>本周，港股明星股财报陆续放榜</b></h3> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/1f6b234fb1c6c078bb61c937ac5d2121\" tg-width=\"1800\" tg-height=\"1430\"><a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> ：彭博预计京东2022年Q1将实现营收2367.68亿元人民币；调整后净利润25.9亿元；调整后每股收益1.477人民币。</p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> ：彭博预计腾讯2022年Q1将实现营收1411.48亿元；调整后净利润268.88亿元；调整后每股收益(EPS)2.711人民币。</p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> ：东方证券预计小米22年Q1营收同比下降5%至732亿元；给予小米目标价为15.36港币，维持买入评级。</p> <p>聊聊你的看法：</p> <ul> \n <li><span style=\"color:rgba(208,2,27,1);\"><b>你认为中概见底了吗？你觉得现在是抄底入场的好时机吗？</b></span></li> \n <li><span style=\"color:rgba(208,2,27,1);\"><b>你对后市中概的发展如何看待？</b></span></li> \n <li><span style=\"color:rgba(208,2,27,1);\"><b>你看好本周的哪家财报呢？</b></span></li> \n <li>......</li> \n</ul> <p>欢迎分享你的看法，赢取社区虎币奖励！</p> <p></p></body></html>","htmlText":"<html><head></head><body><p>从2021年开始，中概历经多轮下跌，2022年，更是再遭重创，近乎团灭。</p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/024fb71bfa1aadc635503c0b1769502e\" tg-width=\"1080\" tg-height=\"1294\"><span>资料来源：彭博咨询，万得咨询，Factset，中金公司</span></p> <p>大幅调整后，有分析师认为，市场底部大概率已现，现在可以更加积极的选股。不少海外机构，也纷纷“抄底”进场。</p> <p><b>5月13日，桥水公布了自己2022年第一季度的持仓报告。</b></p> <p>数据显示，一季度桥水的持仓规模从上季度的172.02亿美元增加到248.07亿美元，共增持546个标的，新建仓261个，比较引人注意的是，阿里巴巴、拼多多、百度等中概均在增持名单内。</p> <ul> \n <li><a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 增持321.22万股，增持幅度达75%，总持仓748.05万股，为其第六大重仓股；</li> \n <li><a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 增持227.75万股，增持幅度达85%，总持仓493.94万股，总市值1.98亿美元；</li> \n <li><a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> 获增持37.66万股，增持幅度达50%，增持后持股市值达1.49亿美元</li> \n</ul> <p> 除了桥水，摩根大通旗下基金“JPMorgan Funds - China Fund A (acc) – USD”也在大举加仓中国互联网概念股，增持<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 。</p> <p>富达国际旗下中国消费动力基金大举增持了美团、京东等互联网股票，目前腾讯和阿里巴巴仍是其前两大重仓股</p> <p>摩根士丹利分析师Laura Wang认为： <b>MSCI中国在经历14个月的下跌后已接近熊市的最后阶段。</b></p> <p>曾称多家中概股“不可投资”，并下调数十只中概互联网股票至“减持”的摩根大通分析师亚历克斯·姚（Alex Yao）也开始全面看多中概股，5月16日最新研报表示：中国互联网行业正在摆脱各种不确定性上升的局面，公司股价或将超预期上涨。</p> <p>同时，摩根大通上调了多家股票的评级：</p> <ul> \n <li>京东集团ADR和H股评级上调至中性；</li> \n <li>阿里巴巴ADR评级上调至超配；</li> \n <li>百度ADR评级上调至中性，目标价125美元；</li> \n <li>哔哩哔哩H股评级上调至中性；</li> \n <li>腾讯评级上调至超配，目标价470港元；</li> \n <li>网易评级上调至超配，目标价185港元；</li> \n <li>美团评级上调至超配，目标价220港元</li> \n</ul> <p><img src=\"https://static.tigerbbs.com/cf2ab4b249a4b91f6e58d239c71f2b87\" tg-width=\"-1\" tg-height=\"-1\"></p> <p></p> <h3><b>本周，港股明星股财报陆续放榜</b></h3> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/1f6b234fb1c6c078bb61c937ac5d2121\" tg-width=\"1800\" tg-height=\"1430\"><a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> ：彭博预计京东2022年Q1将实现营收2367.68亿元人民币；调整后净利润25.9亿元；调整后每股收益1.477人民币。</p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> ：彭博预计腾讯2022年Q1将实现营收1411.48亿元；调整后净利润268.88亿元；调整后每股收益(EPS)2.711人民币。</p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> ：东方证券预计小米22年Q1营收同比下降5%至732亿元；给予小米目标价为15.36港币，维持买入评级。</p> <p>聊聊你的看法：</p> <ul> \n <li><span style=\"color:rgba(208,2,27,1);\"><b>你认为中概见底了吗？你觉得现在是抄底入场的好时机吗？</b></span></li> \n <li><span style=\"color:rgba(208,2,27,1);\"><b>你对后市中概的发展如何看待？</b></span></li> \n <li><span style=\"color:rgba(208,2,27,1);\"><b>你看好本周的哪家财报呢？</b></span></li> \n <li>......</li> \n</ul> <p>欢迎分享你的看法，赢取社区虎币奖励！</p> <p></p></body></html>","text":"从2021年开始，中概历经多轮下跌，2022年，更是再遭重创，近乎团灭。 资料来源：彭博咨询，万得咨询，Factset，中金公司 大幅调整后，有分析师认为，市场底部大概率已现，现在可以更加积极的选股。不少海外机构，也纷纷“抄底”进场。 5月13日，桥水公布了自己2022年第一季度的持仓报告。 数据显示，一季度桥水的持仓规模从上季度的172.02亿美元增加到248.07亿美元，共增持546个标的，新建仓261个，比较引人注意的是，阿里巴巴、拼多多、百度等中概均在增持名单内。 $阿里巴巴(BABA)$ 增持321.22万股，增持幅度达75%，总持仓748.05万股，为其第六大重仓股； $拼多多(PDD)$ 增持227.75万股，增持幅度达85%，总持仓493.94万股，总市值1.98亿美元； $百度(BIDU)$ 获增持37.66万股，增持幅度达50%，增持后持股市值达1.49亿美元 除了桥水，摩根大通旗下基金“JPMorgan Funds - China Fund A (acc) – USD”也在大举加仓中国互联网概念股，增持$腾讯控股(00700)$ 、$美团-W(03690)$ 和$京东(JD)$ 。 富达国际旗下中国消费动力基金大举增持了美团、京东等互联网股票，目前腾讯和阿里巴巴仍是其前两大重仓股 摩根士丹利分析师Laura Wang认为： MSCI中国在经历14个月的下跌后已接近熊市的最后阶段。 曾称多家中概股“不可投资”，并下调数十只中概互联网股票至“减持”的摩根大通分析师亚历克斯·姚（Alex Yao）也开始全面看多中概股，5月16日最新研报表示：中国互联网行业正在摆脱各种不确定性上升的局面，公司股价或将超预期上涨。 同时，摩根大通上调了多家股票的评级： 京东集团ADR和H股评级上调至中性； 阿里巴巴ADR评级上调至超配； 百度ADR评级上调至中性，目标价125美元； 哔哩哔哩H股评级上调至中性； 腾讯评级上调至超配，目标价470港元； 网易评级上调至超配，目标价185港元； 美团评级上调至超配，目标价220港元 本周，港股明星股财报陆续放榜 $京东(JD)$ $京东集团-SW(09618)$ ：彭博预计京东2022年Q1将实现营收2367.68亿元人民币；调整后净利润25.9亿元；调整后每股收益1.477人民币。 $腾讯控股(00700)$ ：彭博预计腾讯2022年Q1将实现营收1411.48亿元；调整后净利润268.88亿元；调整后每股收益(EPS)2.711人民币。 $小米集团-W(01810)$ ：东方证券预计小米22年Q1营收同比下降5%至732亿元；给予小米目标价为15.36港币，维持买入评级。 聊聊你的看法： 你认为中概见底了吗？你觉得现在是抄底入场的好时机吗？ 你对后市中概的发展如何看待？ 你看好本周的哪家财报呢？ ...... 欢迎分享你的看法，赢取社区虎币奖励！","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/615014212","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["BABA","03690","BIDU","JD","09618","00700","PDD","01810"],"verified":2,"subType":2,"readableState":1,"subTypeObject":{"tweetId":615014212,"totalAmount":1000,"balance":0,"end":true,"deadline":1653760628536,"description":"521虎币已分给16位参与者,剩余479虎币已退还至发起者","remainingNumber":84},"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1918,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":1486,"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":277,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":7417282,"commentId":"7417282","gmtCreate":1652685433202,"gmtModify":1652685660501,"authorId":3578818415485672,"author":{"id":3578818415485672,"idStr":"3578818415485672","authorId":3578818415485672,"name":"彩衫","avatar":"https://static.tigerbbs.com/c7b5265373361436307fb7a886ddf81e","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":615088545,"objectIdStr":"615088545","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"[无语] [难过]","text":"[无语] [难过]","html":"[无语] [难过]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7417266,"commentId":"7417266","gmtCreate":1652685175342,"gmtModify":1652685176674,"authorId":3583135976468078,"author":{"id":3583135976468078,"idStr":"3583135976468078","authorId":3583135976468078,"name":"雪花朵朵开","avatar":"https://static.tigerbbs.com/fc4759699971eb61fbead8e1360a9e2a","vip":1,"hat":"https://static.tigerbbs.com/622fc56f7e67b5729addb4e78a195511","crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":615088545,"objectIdStr":"615088545","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<u>冲</u>","text":"<u>冲</u>","html":"<u>冲</u>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7417297,"commentId":"7417297","gmtCreate":1652685867864,"gmtModify":1652685869204,"authorId":3568449339001993,"author":{"id":3568449339001993,"idStr":"3568449339001993","authorId":3568449339001993,"name":"imath60","avatar":"https://static.tigerbbs.com/f3480755a102de26d31a12db7c64e3cd","vip":1,"hat":"https://static.tigerbbs.com/622fc56f7e67b5729addb4e78a195511","crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":615088545,"objectIdStr":"615088545","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"赞","text":"赞","html":"赞","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":7417273,"commentId":"7417273","gmtCreate":1652685274846,"gmtModify":1652685276553,"authorId":3548328001637362,"author":{"id":3548328001637362,"idStr":"3548328001637362","authorId":3548328001637362,"name":"江山微雨","avatar":"https://static.tigerbbs.com/9924a02a2d8978a98fab1c7e833fe54b","vip":1,"hat":"https://static.tigerbbs.com/e6295840391b9cdc17115677ba51429c","crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":615088545,"objectIdStr":"615088545","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"[呆住]","text":"[呆住]","html":"[呆住]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/615088545"}
精彩评论