土豆灰灰
2022-05-18
回复
@巴韭特王多鱼分特
:我也觉得//
@巴韭特王多鱼分特
:今年还有更大的风险还没上演呢，不要急[捂脸]
@哆啦Ella：
全面做多中概股？？？别闹，说点事实吧
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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八颗牙齿2
2022-05-18
八颗牙齿2
好好
学
时速180
2022-05-18
时速180
[微笑]
昊天牛牛牛
2022-05-18
昊天牛牛牛
好
gud
2022-05-18
gud
好好好
学习勤奋
2022-05-18
学习勤奋
[得意]
什么也没有了～
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@巴韭特王多鱼分特:我也觉得//@巴韭特王多鱼分特:今年还有更大的风险还没上演呢，不要急[捂脸]","highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":6,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/615192813","repostId":615978380,"repostType":1,"repost":{"magic":2,"id":615978380,"tweetId":"615978380","gmtCreate":1652763200810,"gmtModify":1652768320023,"author":{"id":20706277526874,"authorId":20706277526874,"authorIdStr":"20706277526874","name":"哆啦Ella","avatar":"https://static.tigerbbs.com/6c7f85ee38e9332ddf2ebe72a8afd489","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":34039,"starInvestorFlag":false},"themes":[{"themeId":"309c7f94260944df9570069109a44aae","categoryId":"bc7f9e79615545918dda2e7d7cfb9e15","name":"市场大事","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":309c7f94260944df9570069109a44aae}&rnconfig={\"headerBarHidden\": 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13F显示他们都不约而同的抄底中概股，包括摩根大通、桥水、富达、高瓴等。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/7772c4c5476a35d6ae0dd853070ee01a\" tg-width=\"709\" tg-height=\"1028\">我仔细看了一下大摩的调整目标价，我觉得所谓全面做多，实属夸张，大家应该有印象，3月的时候摩根大通曾一篇中概股不可投资的报道引起多少中概股暴跌，今日“翻供”，期间经历什么事儿？摩根大通被移除金山云回归港股上市的主承销低位。我来对比一下前后两次目标价变化：<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/148b1be59759741bbac5994934f417e2\" tg-width=\"704\" tg-height=\"838\">腾讯、美团、网易是有做多的意思。但是你们看看拼多多，两个月前目标价从$105砍到$23（惊天地板价），现在提升到$55，不提历史高点，就说拼多多今年最高也是70多，那都是跌了脚踝的价格，现在给$55（距离昨天收盘价有45%空间），就能扯着嗓子喊多？</p> <p>再看看哔哩哔哩，3月目标价格从$80看到$15（低于当年IPO价格$19），现在提升到IPO发行价$19，就喜极而泣？其他的你们自己对比吧。</p> <p>我从这次摩根大通的报告只看到一个他们始终如一的标的叫做<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> ，即使都跌到目标价腰斩了，摩根大通给的目标价仅仅是从$120降到$115，上次没降。</p> <p>还有，关于摩根大通旗舰中国基金JPMorgan China Fund 一季度大举加仓京东仓位高达1253%。这一共才买了2.12亿美元，非要用一个这么夸张的比例。</p> <p>桥水大举做多中概股，持仓阿里巴巴8.14亿美元，拼多多1.98亿美元，百度1.5亿美元。看着超多了？但是桥水13F显示的整体持仓规模是248亿美元，中概股全部仓位也就是一个10亿级别。桥水是一个持仓非常分散的，而且更多喜欢投资ETF，它最大持仓的ETF是新兴市场ETF有10.5亿美元，不得不承认它也是主流欧美机构里面特别看好中国的（不要跟景林高瓴这类China Fund比），阿里巴巴买了8亿确实很多，但这也没有新闻报道的那么夸张。</p> <p>请大家理性分析！我看了一下中概股的走势，确实一直有做底的迹象，却没有真的走出下跌趋势。是价值投资现在就买入持有，还是右侧交易等待信号更明显再进入，这是一个因人而异的问题，如果长期价值投资，这个点上确实也不能亏了，目前的基本面已经在触底的过程中，随着政策向好（现在的经济面也不能再出不好的消息），长期肯定是有利可图，但是个人风格和资金能力是否支持长期呢？<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/c15cbb6df9e77688730b4a3d6e7cd180\" tg-width=\"2198\" tg-height=\"1334\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/ad14ee567555f10599747a66a25efb82\" tg-width=\"2186\" tg-height=\"1334\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/801d2cbcd17168ecd249f10ab0c08e33\" tg-width=\"2136\" tg-height=\"1386\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/c8638a04c6627b5394f89bbef646a6cb\" tg-width=\"2164\" tg-height=\"1328\"><a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a></p></body></html>","htmlText":"<html><head></head><body><p>从昨天开始，好像全世界一致唱多中概股。起因是摩根大通5月16日突然对中国互联网公司“全面看多”，集体上调了中国互联网科技股的评级和目标价（如下图）。摩根大通认为，中国互联网行业正在摆脱各种不确定性，未来头部公司的股价或将超预期上涨。然后，华尔街“顶流”的Q1 13F显示他们都不约而同的抄底中概股，包括摩根大通、桥水、富达、高瓴等。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/7772c4c5476a35d6ae0dd853070ee01a\" tg-width=\"709\" tg-height=\"1028\">我仔细看了一下大摩的调整目标价，我觉得所谓全面做多，实属夸张，大家应该有印象，3月的时候摩根大通曾一篇中概股不可投资的报道引起多少中概股暴跌，今日“翻供”，期间经历什么事儿？摩根大通被移除金山云回归港股上市的主承销低位。我来对比一下前后两次目标价变化：<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/148b1be59759741bbac5994934f417e2\" tg-width=\"704\" tg-height=\"838\">腾讯、美团、网易是有做多的意思。但是你们看看拼多多，两个月前目标价从$105砍到$23（惊天地板价），现在提升到$55，不提历史高点，就说拼多多今年最高也是70多，那都是跌了脚踝的价格，现在给$55（距离昨天收盘价有45%空间），就能扯着嗓子喊多？</p> <p>再看看哔哩哔哩，3月目标价格从$80看到$15（低于当年IPO价格$19），现在提升到IPO发行价$19，就喜极而泣？其他的你们自己对比吧。</p> <p>我从这次摩根大通的报告只看到一个他们始终如一的标的叫做<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> ，即使都跌到目标价腰斩了，摩根大通给的目标价仅仅是从$120降到$115，上次没降。</p> <p>还有，关于摩根大通旗舰中国基金JPMorgan China Fund 一季度大举加仓京东仓位高达1253%。这一共才买了2.12亿美元，非要用一个这么夸张的比例。</p> <p>桥水大举做多中概股，持仓阿里巴巴8.14亿美元，拼多多1.98亿美元，百度1.5亿美元。看着超多了？但是桥水13F显示的整体持仓规模是248亿美元，中概股全部仓位也就是一个10亿级别。桥水是一个持仓非常分散的，而且更多喜欢投资ETF，它最大持仓的ETF是新兴市场ETF有10.5亿美元，不得不承认它也是主流欧美机构里面特别看好中国的（不要跟景林高瓴这类China Fund比），阿里巴巴买了8亿确实很多，但这也没有新闻报道的那么夸张。</p> <p>请大家理性分析！我看了一下中概股的走势，确实一直有做底的迹象，却没有真的走出下跌趋势。是价值投资现在就买入持有，还是右侧交易等待信号更明显再进入，这是一个因人而异的问题，如果长期价值投资，这个点上确实也不能亏了，目前的基本面已经在触底的过程中，随着政策向好（现在的经济面也不能再出不好的消息），长期肯定是有利可图，但是个人风格和资金能力是否支持长期呢？<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/c15cbb6df9e77688730b4a3d6e7cd180\" tg-width=\"2198\" tg-height=\"1334\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/ad14ee567555f10599747a66a25efb82\" tg-width=\"2186\" tg-height=\"1334\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/801d2cbcd17168ecd249f10ab0c08e33\" tg-width=\"2136\" tg-height=\"1386\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/c8638a04c6627b5394f89bbef646a6cb\" tg-width=\"2164\" tg-height=\"1328\"><a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a></p></body></html>","text":"从昨天开始，好像全世界一致唱多中概股。起因是摩根大通5月16日突然对中国互联网公司“全面看多”，集体上调了中国互联网科技股的评级和目标价（如下图）。摩根大通认为，中国互联网行业正在摆脱各种不确定性，未来头部公司的股价或将超预期上涨。然后，华尔街“顶流”的Q1 13F显示他们都不约而同的抄底中概股，包括摩根大通、桥水、富达、高瓴等。我仔细看了一下大摩的调整目标价，我觉得所谓全面做多，实属夸张，大家应该有印象，3月的时候摩根大通曾一篇中概股不可投资的报道引起多少中概股暴跌，今日“翻供”，期间经历什么事儿？摩根大通被移除金山云回归港股上市的主承销低位。我来对比一下前后两次目标价变化：腾讯、美团、网易是有做多的意思。但是你们看看拼多多，两个月前目标价从$105砍到$23（惊天地板价），现在提升到$55，不提历史高点，就说拼多多今年最高也是70多，那都是跌了脚踝的价格，现在给$55（距离昨天收盘价有45%空间），就能扯着嗓子喊多？ 再看看哔哩哔哩，3月目标价格从$80看到$15（低于当年IPO价格$19），现在提升到IPO发行价$19，就喜极而泣？其他的你们自己对比吧。 我从这次摩根大通的报告只看到一个他们始终如一的标的叫做$快手-W(01024)$ ，即使都跌到目标价腰斩了，摩根大通给的目标价仅仅是从$120降到$115，上次没降。 还有，关于摩根大通旗舰中国基金JPMorgan China Fund 一季度大举加仓京东仓位高达1253%。这一共才买了2.12亿美元，非要用一个这么夸张的比例。 桥水大举做多中概股，持仓阿里巴巴8.14亿美元，拼多多1.98亿美元，百度1.5亿美元。看着超多了？但是桥水13F显示的整体持仓规模是248亿美元，中概股全部仓位也就是一个10亿级别。桥水是一个持仓非常分散的，而且更多喜欢投资ETF，它最大持仓的ETF是新兴市场ETF有10.5亿美元，不得不承认它也是主流欧美机构里面特别看好中国的（不要跟景林高瓴这类China Fund比），阿里巴巴买了8亿确实很多，但这也没有新闻报道的那么夸张。 请大家理性分析！我看了一下中概股的走势，确实一直有做底的迹象，却没有真的走出下跌趋势。是价值投资现在就买入持有，还是右侧交易等待信号更明显再进入，这是一个因人而异的问题，如果长期价值投资，这个点上确实也不能亏了，目前的基本面已经在触底的过程中，随着政策向好（现在的经济面也不能再出不好的消息），长期肯定是有利可图，但是个人风格和资金能力是否支持长期呢？$腾讯控股(00700)$ $阿里巴巴(BABA)$ $美团-W(03690)$ $京东集团-SW(09618)$ 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