踏浪者
2022-07-23
这些明星基金经理就是一群笑话,市场好的时候跑不过行业指数,市场不好的时候一样跌的跟狗一样,与其这样,到不如直接买风口上的行业指数,费率还低。二季度加仓这么多,七月也没看哪个港股突破阻力扶摇直上。
谢治宇、张坤、丘栋荣等大幅加仓,港股机会来了?
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
Goldsniper
2022-07-23
Goldsniper
因为三季度他们又跑了,发现原来反垄断法是真的爸爸
WLUN
2022-07-23
WLUN
同
意
layais
2022-07-23
layais
mark
ghiblibli43
2022-07-23
ghiblibli43
哦哦哦
朱耀尉
2022-07-23
朱耀尉
好
什么也没有了~
APP内打开
发表看法
5
15
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":682030839,"tweetId":"682030839","gmtCreate":1658556463425,"gmtModify":1658559085081,"author":{"id":3555921219439097,"idStr":"3555921219439097","authorId":3555921219439097,"authorIdStr":"3555921219439097","name":"踏浪者","avatar":"https://static.tigerbbs.com/be3365bc7aa772678aa294bce440dc63","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":6,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>这些明星基金经理就是一群笑话,市场好的时候跑不过行业指数,市场不好的时候一样跌的跟狗一样,与其这样,到不如直接买风口上的行业指数,费率还低。二季度加仓这么多,七月也没看哪个港股突破阻力扶摇直上。</p></body></html>","htmlText":"<html><head></head><body><p>这些明星基金经理就是一群笑话,市场好的时候跑不过行业指数,市场不好的时候一样跌的跟狗一样,与其这样,到不如直接买风口上的行业指数,费率还低。二季度加仓这么多,七月也没看哪个港股突破阻力扶摇直上。</p></body></html>","text":"这些明星基金经理就是一群笑话,市场好的时候跑不过行业指数,市场不好的时候一样跌的跟狗一样,与其这样,到不如直接买风口上的行业指数,费率还低。二季度加仓这么多,七月也没看哪个港股突破阻力扶摇直上。","highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":5,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/682030839","repostId":1199235840,"repostType":2,"repost":{"id":"1199235840","kind":"news","pubTimestamp":1658535123,"share":"https://www.laohu8.com/m/news/1199235840?lang=&edition=full","pubTime":"2022-07-23 08:12","market":"hk","language":"zh","title":"谢治宇、张坤、丘栋荣等大幅加仓,港股机会来了?","url":"https://stock-news.laohu8.com/highlight/detail?id=1199235840","media":"中国证券网","summary":"最新披露的基金二季报显示,包括谢治宇、张坤、丘栋荣、李耀柱等在内的多位明星基金经理均在今年二季度对港股进行了大举加仓。其中,快手-W更是连续两个季度位居谢治宇管理的兴全合宜混合第一重仓股。今年以来,尽","content":"<div>\n<p>最新披露的基金二季报显示,包括谢治宇、张坤、丘栋荣、李耀柱等在内的多位明星基金经理均在今年二季度对港股进行了大举加仓。其中,快手-W更是连续两个季度位居谢治宇管理的兴全合宜混合第一重仓股。今年以来,尽管港股整体表现低迷,但南向资金持续扫货,多位基金经理在二季报中表示,将继续聚焦港股市场中的互联网、科技、医药等板块的投资机会。多位明星基金经理增持港股根据最新披露的基金二季报,多位明星基金经理在今年...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/iaTwLrM8bruyZgQbtzMGeQ\">Web Link</a>\n\n</div>\n","source":"zgzxw","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>谢治宇、张坤、丘栋荣等大幅加仓,港股机会来了?</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谢治宇、张坤、丘栋荣等大幅加仓,港股机会来了?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-23 08:12 北京时间 <a href=https://mp.weixin.qq.com/s/iaTwLrM8bruyZgQbtzMGeQ><strong>中国证券网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>最新披露的基金二季报显示,包括谢治宇、张坤、丘栋荣、李耀柱等在内的多位明星基金经理均在今年二季度对港股进行了大举加仓。其中,快手-W更是连续两个季度位居谢治宇管理的兴全合宜混合第一重仓股。今年以来,尽管港股整体表现低迷,但南向资金持续扫货,多位基金经理在二季报中表示,将继续聚焦港股市场中的互联网、科技、医药等板块的投资机会。多位明星基金经理增持港股根据最新披露的基金二季报,多位明星基金经理在今年...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/iaTwLrM8bruyZgQbtzMGeQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"HSTECH":"恒生科技指数","HSI":"恒生指数"},"source_url":"https://mp.weixin.qq.com/s/iaTwLrM8bruyZgQbtzMGeQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199235840","content_text":"最新披露的基金二季报显示,包括谢治宇、张坤、丘栋荣、李耀柱等在内的多位明星基金经理均在今年二季度对港股进行了大举加仓。其中,快手-W更是连续两个季度位居谢治宇管理的兴全合宜混合第一重仓股。今年以来,尽管港股整体表现低迷,但南向资金持续扫货,多位基金经理在二季报中表示,将继续聚焦港股市场中的互联网、科技、医药等板块的投资机会。多位明星基金经理增持港股根据最新披露的基金二季报,多位明星基金经理在今年二季度对港股进行了大幅加仓。以谢治宇为例,截至二季度末,他所管理的兴全合宜混合持有港股通股票在组合中的占比为32.01%,相较于一季度末的26.44%提升了5.57个百分点。从具体持仓来看,快手-W已经连续两个季度位居组合第一重仓股。今年二季度,谢治宇继续加仓314万股快手-W,截至二季度末,该股占基金净值比例提升至9.88%。张坤所管理的易方达蓝筹精选在二季度同样对港股进行了加仓。数据显示,截至二季度末,该基金持有港股通股票在组合中的占比为34.74%,相较于一季度末的25.81%提升了8.93个百分点。此外,易方达蓝筹精选在二季度增持50万股腾讯控股,截至二季度末,腾讯控股占基金净值比例为8.74%,位居组合第五大重仓股。丘栋荣所管理的中庚价值领航混合在二季度也对多只港股进行了大幅加仓。截至二季度末,该基金前十大重仓股均为港股,其中,中国宏桥、中国海洋石油、中国海外发展和美团-W分别被增持1.05亿股、8109.6万股、3635.95万股和68.85万股。李耀柱管理的广发沪港深新起点股票A也在二季度对其持仓中的多只港股加大了投资力度。其中,美团继续位列基金第一大重仓股,该股占基金净值比例升至9.63%;此外,腾讯控股、友邦保险、申洲国际、紫金矿业等个股均获得明显加仓。南向资金继续抄底港股实际上,今年以来,南向资金一直呈现净流入状态。统计数据显示,截至7月21日,年内南向资金净流入额已达到1741.24亿元人民币。7月21日,港交所公布的港股通十大成交股显示,当日南向资金大幅净买入腾讯控股5.17亿港元;同时,南向资金分别净买入美团-W和快手-W 1.7亿港元和1.05亿港元。“基金二季度保持了相对较高的权益配置仓位,尤其是积极配置港股。”丘栋荣在中庚价值领航二季报中称。对于缘何看好港股中以资源能源为代表的价值股、部分互联网股和医药科技成长股,他解释称:首先,以互联网、科技、医药为代表的成长股估值便宜,保持着相当有吸引力的水平,能很好地符合其低估值价值投资策略的选股标准。其次,公司经营稳健且受益基本面持续改善,港股的价值股以各行业龙头公司为主,这些公司经营极为稳健且盈利扎实,还保持了一定的成长性。对于港股中最受关注的互联网公司,丘栋荣表示,这些公司涉及衣食住行的方方面面,粘性极强,核心需求不断增长,其货币化能力和变现能力将持续提高;此外,当前投资者对这些公司的注意力已回归公司自身价值;最后,当前这些公司的估值水平处于低位,同时由于扩张放缓,削减非核心业务资本开支,未来的盈利和现金流水平预期提升。李耀柱在二季报中表示,组合加大了对港股造车新势力行业的配置,理由是中国新能源车整车行业具有全球比较优势,无论在电池还是整车制造环节,中国产业链都极具成本优势,其看好新能源车行业的中长期趋势。至于组合维持超配互联网行业,李耀柱的理由是——看好互联网行业估值修复的机会。他认为,平台企业在疫情期间对经济产生了较大的贡献;同时互联网行业到了一个升级阶段,WEB3.0的到来让大型互联网公司在硬件科技和人工智能算法上有巨大的提升。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1717,"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":186,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":7555454,"commentId":"7555454","gmtCreate":1658560614962,"gmtModify":1658560619348,"authorId":3494305375688703,"author":{"id":3494305375688703,"idStr":"3494305375688703","authorId":3494305375688703,"name":"Goldsniper","avatar":"https://static.tigerbbs.com/2bae422b9071f30a7481778061b62706","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":682030839,"objectIdStr":"682030839","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"因为三季度他们又跑了,发现原来反垄断法是真的爸爸","text":"因为三季度他们又跑了,发现原来反垄断法是真的爸爸","html":"因为三季度他们又跑了,发现原来反垄断法是真的爸爸","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7555441,"commentId":"7555441","gmtCreate":1658560293966,"gmtModify":1658560298264,"authorId":3563859116761051,"author":{"id":3563859116761051,"idStr":"3563859116761051","authorId":3563859116761051,"name":"WLUN","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":682030839,"objectIdStr":"682030839","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"同<u>意</u>","text":"同<u>意</u>","html":"同<u>意</u>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7555471,"commentId":"7555471","gmtCreate":1658561908665,"gmtModify":1658561912585,"authorId":3549254900032412,"author":{"id":3549254900032412,"idStr":"3549254900032412","authorId":3549254900032412,"name":"layais","avatar":"https://static.tigerbbs.com/cece62534a180c5d52e5ce98e540008f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":682030839,"objectIdStr":"682030839","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<span class=\"s1\">mark</span>","text":"<span class=\"s1\">mark</span>","html":"<span class=\"s1\">mark</span>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":7555459,"commentId":"7555459","gmtCreate":1658560805051,"gmtModify":1658560809596,"authorId":3575933560973545,"author":{"id":3575933560973545,"idStr":"3575933560973545","authorId":3575933560973545,"name":"ghiblibli43","avatar":"https://static.tigerbbs.com/22c99ee2f166b8ee3eb1ab6b59146e43","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":682030839,"objectIdStr":"682030839","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"哦哦哦","text":"哦哦哦","html":"哦哦哦","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":7555434,"commentId":"7555434","gmtCreate":1658559745855,"gmtModify":1658559749582,"authorId":51382907109000,"author":{"id":51382907109000,"idStr":"51382907109000","authorId":51382907109000,"name":"朱耀尉","avatar":"https://static.tigerbbs.com/60530d1a349a6e0f40acba9a7268e62d","vip":1,"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":"2021.12.18","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"hat":"https://static.tigerbbs.com/ae1f49570794979e009a5efdeb6f4789","crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":682030839,"objectIdStr":"682030839","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"好","text":"好","html":"好","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/682030839"}
精彩评论