galaxy
2022-07-24
大多是为了托盘加仓的，反正不花自己的钱，又能保饭碗。大约从08年吧，上投摩根亚太优势开始，才懂了这种含投香港的基金是怎么回事
[难过]
谢治宇、张坤、丘栋荣等大幅加仓，港股机会来了？
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astrozhu
2022-07-24
astrozhu
学习了吧！
主公
2022-07-24
主公
还有这
棒棒的杨杨
2022-07-24
棒棒的杨杨
阅
潇湘yeyu
2022-07-24
潇湘yeyu
好好
虎大哥小哥
2022-07-24
虎大哥小哥
[微笑]
什么也没有了～
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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":1481,"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":123,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":7556527,"commentId":"7556527","gmtCreate":1658625007762,"gmtModify":1658625011390,"authorId":3525225839074078,"author":{"id":3525225839074078,"idStr":"3525225839074078","authorId":3525225839074078,"name":"astrozhu","avatar":"https://static.tigerbbs.com/de319e7a4d8bbaa5b03c1dfbed7a0385","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.03.30","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":682069633,"objectIdStr":"682069633","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"学习了吧！","text":"学习了吧！","html":"学习了吧！","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7556535,"commentId":"7556535","gmtCreate":1658625256650,"gmtModify":1658625260841,"authorId":92923282920240,"author":{"id":92923282920240,"idStr":"92923282920240","authorId":92923282920240,"name":"主公","avatar":"https://static.laohu8.com/3ee1fc4127e04b2b8f5efb0a86c662fc","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":682069633,"objectIdStr":"682069633","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"还有这","text":"还有这","html":"还有这","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":7556516,"commentId":"7556516","gmtCreate":1658624709573,"gmtModify":1658624713851,"authorId":3567573780056411,"author":{"id":3567573780056411,"idStr":"3567573780056411","authorId":3567573780056411,"name":"棒棒的杨杨","avatar":"https://static.tigerbbs.com/1eb663d7b80ea61a445ea69a0c9c0174","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":682069633,"objectIdStr":"682069633","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"阅","text":"阅","html":"阅","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":7556501,"commentId":"7556501","gmtCreate":1658624057533,"gmtModify":1658624061110,"authorId":3466504869240010,"author":{"id":3466504869240010,"idStr":"3466504869240010","authorId":3466504869240010,"name":"潇湘yeyu","avatar":"https://static.tigerbbs.com/6865c45f503080037464ed8839ee9e85","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":682069633,"objectIdStr":"682069633","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"好好","text":"好好","html":"好好","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":7556495,"commentId":"7556495","gmtCreate":1658623978874,"gmtModify":1658623982983,"authorId":3554022129897398,"author":{"id":3554022129897398,"idStr":"3554022129897398","authorId":3554022129897398,"name":"虎大哥小哥","avatar":"https://static.tigerbbs.com/c746dc33c5d9adba449d0ef1011134f5","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":682069633,"objectIdStr":"682069633","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"[微笑]","text":"[微笑]","html":"[微笑]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"i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