奇思异想
2022-02-10
这篇文章不错,转发给大家看
@Iverson:
越南股指竟跑赢美股,原来我们输的不只有足球
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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zhihuaya
2022-02-11
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2022-02-11
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<p>中越一役又一次揭露了20多年来中国足球的现状:瘫痪的青训,薄弱的青少年基础,全国不到一万的注册运动员,以及身边屈指可数的足球场。</p> <p>赛后,知名足球解说刘建宏的一段话被热传,暗讽不仅足球输了,股指在这几年也跑输越南。那一天,中国足球与暴跌的A股“交相辉映”。</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/fa3b17eaf48f8494613c71f2893ac330\" tg-width=\"562\" tg-height=\"375\"></p> <p>回看过去五年(2017-2021),能跑赢美指的并不多见,越南胡志明指数就是其中一个。期间,美股标普500指数上涨112%,越南胡志明指数VNINDEX上涨129%,而上证指数5年间只涨了可怜的17.2%。</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/152c4a23493bc50d3fb1803091c37c66\" tg-width=\"669\" tg-height=\"457\"></p> <p>越南是东南亚最有发展前景的国家之一。过去几年,人口红利、政策红利吸引中国等其他国家在越南设厂,带动该国经济持续高增长(GDP增速在6%-7%之间),企业盈利逐步释放。宽松政策周期搭配上强劲的经济增长,吸引了大量增量资金进入,使得越南胡志明指数领涨全球的新兴市场。</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/4ecf442343528d35f57db9d5ea884c67\" tg-width=\"828\" tg-height=\"615\"></p> <p>那么作为散户,如何享受越南高增长红利,更好的投资越南呢?最好的办法就是直接购买指数ETF。</p> <p>虽然还有一些其他新兴市场ETF也持有少量越南股票,但目前表现最好的越南ETF是VanEck Vectors越南ETF(VNM),VNM是投资者在美股市场可能找到的唯一纯越南ETF。该基金跟踪MVIS越南指数MSCI Vietname Index,该指数反映了在越南运营的最大、流动性最强的公司的业绩。</p> <p>VNM是一种多头ETF,投资于各种市值的股票。该指数包括了在越南和其他地方注册的公司,但这些公司至少有50%的收入来自越南。其中,大约超过三分之二公司注册在越南,另外20%的注册在韩国。房地产行业在该基金中所占比重最大,接近净资产的28%。该基金遵循混合策略,投资于成长和价值股。</p> <p>值得注意的是,这里的MVIS越南指数是由摩根士丹利编制的,与越南胡志明指数的权重股依然有一定的不同,并不能完全反应越南企业基本面。</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/d4ee714dd98829e2171a72633504e4e7\" tg-width=\"1242\" tg-height=\"2688\"></p> <p>虽然投资越南股票市场有很高的收益,但新兴资本市场的风险显而易见,尤其是进入2022年,美联储加息周期开启后,新兴市场面临资金外流的压力。具体表现在:</p> <p>1)新兴市场的金融市场往往是脆弱的、高度依赖外资,美联储一举一动都会引起汇率波动,影响资金流入,美元主导下,股价走势和基本面可能没有直接关系。过去这段时间越南市场的繁荣,更多取决于美联储疫情以来大规模扩表。</p> <p>2)新兴市场中,大多数企业往往处于成长期,报表上的数字会很难看,企业内部管理也比较混乱,难以有持续的高光表现,和寻找优质企业的价值投资理念有所背离,投资新兴市场踩雷的概率较高。</p> <p>总体而言,越南是新兴市场的佼佼者,类似九十年代高速发展的中国,高速城镇化,大量的FDI,投资、消费、出口三驾马车拉动GDP常年保持在6%。有扎实的基本面作保证,因此会受到外资的青睐。</p> <p>指数:越南胡志明指数,越南30指数</p> <p>ETF:<a target=\"_blank\" href=\"https://laohu8.com/S/VNM\">$VanEck Vietnam ETF(VNM)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/03087\">$XTR富时越南(03087)$</a></p> <p>期货:<a target=\"_blank\" href=\"https://laohu8.com/FUT/FVNmain\">$富时越南30指数主连 2202(FVNmain)$</a></p></body></html>","htmlText":"<html><head></head><body><p>关键的世界杯12强赛,世界排名第74的中国遭遇到世界排名第98的越南,原本是一场非赢不可的比赛,很难相信最终比分会定格在1:3,中国队完败。</p> <p>中越一役又一次揭露了20多年来中国足球的现状:瘫痪的青训,薄弱的青少年基础,全国不到一万的注册运动员,以及身边屈指可数的足球场。</p> <p>赛后,知名足球解说刘建宏的一段话被热传,暗讽不仅足球输了,股指在这几年也跑输越南。那一天,中国足球与暴跌的A股“交相辉映”。</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/fa3b17eaf48f8494613c71f2893ac330\" tg-width=\"562\" tg-height=\"375\"></p> <p>回看过去五年(2017-2021),能跑赢美指的并不多见,越南胡志明指数就是其中一个。期间,美股标普500指数上涨112%,越南胡志明指数VNINDEX上涨129%,而上证指数5年间只涨了可怜的17.2%。</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/152c4a23493bc50d3fb1803091c37c66\" tg-width=\"669\" tg-height=\"457\"></p> <p>越南是东南亚最有发展前景的国家之一。过去几年,人口红利、政策红利吸引中国等其他国家在越南设厂,带动该国经济持续高增长(GDP增速在6%-7%之间),企业盈利逐步释放。宽松政策周期搭配上强劲的经济增长,吸引了大量增量资金进入,使得越南胡志明指数领涨全球的新兴市场。</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/4ecf442343528d35f57db9d5ea884c67\" tg-width=\"828\" tg-height=\"615\"></p> <p>那么作为散户,如何享受越南高增长红利,更好的投资越南呢?最好的办法就是直接购买指数ETF。</p> <p>虽然还有一些其他新兴市场ETF也持有少量越南股票,但目前表现最好的越南ETF是VanEck Vectors越南ETF(VNM),VNM是投资者在美股市场可能找到的唯一纯越南ETF。该基金跟踪MVIS越南指数MSCI Vietname Index,该指数反映了在越南运营的最大、流动性最强的公司的业绩。</p> <p>VNM是一种多头ETF,投资于各种市值的股票。该指数包括了在越南和其他地方注册的公司,但这些公司至少有50%的收入来自越南。其中,大约超过三分之二公司注册在越南,另外20%的注册在韩国。房地产行业在该基金中所占比重最大,接近净资产的28%。该基金遵循混合策略,投资于成长和价值股。</p> <p>值得注意的是,这里的MVIS越南指数是由摩根士丹利编制的,与越南胡志明指数的权重股依然有一定的不同,并不能完全反应越南企业基本面。</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/d4ee714dd98829e2171a72633504e4e7\" tg-width=\"1242\" tg-height=\"2688\"></p> <p>虽然投资越南股票市场有很高的收益,但新兴资本市场的风险显而易见,尤其是进入2022年,美联储加息周期开启后,新兴市场面临资金外流的压力。具体表现在:</p> <p>1)新兴市场的金融市场往往是脆弱的、高度依赖外资,美联储一举一动都会引起汇率波动,影响资金流入,美元主导下,股价走势和基本面可能没有直接关系。过去这段时间越南市场的繁荣,更多取决于美联储疫情以来大规模扩表。</p> <p>2)新兴市场中,大多数企业往往处于成长期,报表上的数字会很难看,企业内部管理也比较混乱,难以有持续的高光表现,和寻找优质企业的价值投资理念有所背离,投资新兴市场踩雷的概率较高。</p> <p>总体而言,越南是新兴市场的佼佼者,类似九十年代高速发展的中国,高速城镇化,大量的FDI,投资、消费、出口三驾马车拉动GDP常年保持在6%。有扎实的基本面作保证,因此会受到外资的青睐。</p> <p>指数:越南胡志明指数,越南30指数</p> <p>ETF:<a target=\"_blank\" href=\"https://laohu8.com/S/VNM\">$VanEck Vietnam ETF(VNM)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/03087\">$XTR富时越南(03087)$</a></p> <p>期货:<a target=\"_blank\" href=\"https://laohu8.com/FUT/FVNmain\">$富时越南30指数主连 2202(FVNmain)$</a></p></body></html>","text":"关键的世界杯12强赛,世界排名第74的中国遭遇到世界排名第98的越南,原本是一场非赢不可的比赛,很难相信最终比分会定格在1:3,中国队完败。 中越一役又一次揭露了20多年来中国足球的现状:瘫痪的青训,薄弱的青少年基础,全国不到一万的注册运动员,以及身边屈指可数的足球场。 赛后,知名足球解说刘建宏的一段话被热传,暗讽不仅足球输了,股指在这几年也跑输越南。那一天,中国足球与暴跌的A股“交相辉映”。 回看过去五年(2017-2021),能跑赢美指的并不多见,越南胡志明指数就是其中一个。期间,美股标普500指数上涨112%,越南胡志明指数VNINDEX上涨129%,而上证指数5年间只涨了可怜的17.2%。 越南是东南亚最有发展前景的国家之一。过去几年,人口红利、政策红利吸引中国等其他国家在越南设厂,带动该国经济持续高增长(GDP增速在6%-7%之间),企业盈利逐步释放。宽松政策周期搭配上强劲的经济增长,吸引了大量增量资金进入,使得越南胡志明指数领涨全球的新兴市场。 那么作为散户,如何享受越南高增长红利,更好的投资越南呢?最好的办法就是直接购买指数ETF。 虽然还有一些其他新兴市场ETF也持有少量越南股票,但目前表现最好的越南ETF是VanEck Vectors越南ETF(VNM),VNM是投资者在美股市场可能找到的唯一纯越南ETF。该基金跟踪MVIS越南指数MSCI Vietname Index,该指数反映了在越南运营的最大、流动性最强的公司的业绩。 VNM是一种多头ETF,投资于各种市值的股票。该指数包括了在越南和其他地方注册的公司,但这些公司至少有50%的收入来自越南。其中,大约超过三分之二公司注册在越南,另外20%的注册在韩国。房地产行业在该基金中所占比重最大,接近净资产的28%。该基金遵循混合策略,投资于成长和价值股。 值得注意的是,这里的MVIS越南指数是由摩根士丹利编制的,与越南胡志明指数的权重股依然有一定的不同,并不能完全反应越南企业基本面。 虽然投资越南股票市场有很高的收益,但新兴资本市场的风险显而易见,尤其是进入2022年,美联储加息周期开启后,新兴市场面临资金外流的压力。具体表现在: 1)新兴市场的金融市场往往是脆弱的、高度依赖外资,美联储一举一动都会引起汇率波动,影响资金流入,美元主导下,股价走势和基本面可能没有直接关系。过去这段时间越南市场的繁荣,更多取决于美联储疫情以来大规模扩表。 2)新兴市场中,大多数企业往往处于成长期,报表上的数字会很难看,企业内部管理也比较混乱,难以有持续的高光表现,和寻找优质企业的价值投资理念有所背离,投资新兴市场踩雷的概率较高。 总体而言,越南是新兴市场的佼佼者,类似九十年代高速发展的中国,高速城镇化,大量的FDI,投资、消费、出口三驾马车拉动GDP常年保持在6%。有扎实的基本面作保证,因此会受到外资的青睐。 指数:越南胡志明指数,越南30指数 ETF:$VanEck Vietnam ETF(VNM)$ $XTR富时越南(03087)$ 期货:$富时越南30指数主连 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