高甘三池
2022-07-19
[难过]
@景辰财经:
中概股持续承压期间,这趟“列车”你赶上了吗?
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target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a> 的相关精选文章受到点启发,也小小的研究了下他们的策略:随着复工复产推进以及稳经济一揽子政策落地,从恢复程度看,服务业>建筑业>制造业。</p><p>在中概股受压制的时期,我们会看到前所未有的不确定性,也隐藏着前所未见的巨大机遇。区块链、医疗健康、金融是中国资本2021年最关注的赛道,今年不管从政策角度还是市场行情来看,这三个板块依旧是顶流。小摩、桥水、富达国际等等,这么多著名机构同事全面看多做多中概股,背后逻辑正是看到了中概股的压制因素正在消除。如果只是一家机构增持,可能代表不了什么,但是国内外著名机构都在加仓,很有可能意味着,中概股反转的行情随时到来。二季度摩根大通的旗舰中国基金新进建仓了阿里巴巴和药明生物;一季度,高瓴资本新建仓富途证券;一季度,贝莱德重点加仓了理想汽车和蔚来两大造车新势力。在中概股持续承压期间,这趟“列车”你赶上了吗?大伙不妨分析下接下来的市场走势,现在上车还来得及不?</p><p>你认为这趟“列车”是否值得赶?如果你还没想好,建议关注<a target=\"_blank\" href=\"https://laohu8.com/U/4101854786458470\">@海银控股</a> 相关精选内容:</p><p>《关注二季度经济数据|一周投研观点》</p><p>https://www.laohu8.com/post/688044926</p><p>《一周市场观察 | 2022下半年宏观经济:修复趋势不变》</p><p>https://www.laohu8.com/post/681863071</p><p>欢迎大伙前来参与互动讨论,小弟不胜欣喜~<span>[微笑]</span> </p><p><a target=\"_blank\" href=\"https://laohu8.com/U/115535245075020\">@陈达美股投资</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二说价值</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3527667596890271\">@Buy_Sell</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3494420044734025\">@Lady_Susu</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3527667590215376\">@期权小班长</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3487914694550623\">@博实</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3578199758106112\">@全球投资</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3511237393001450\">@资本邦</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3524106699974333\">@投资默示录</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3478560277044805\">@港股解码</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3519157433193136\">@美港股观察社</a> </p><p><a target=\"_blank\" href=\"https://laohu8.com/U/3502767768442965\">@话题虎</a> <a target=\"_blank\" href=\"https://laohu8.com/U/36984908995200\">@小虎活动</a> <a target=\"_blank\" href=\"https://laohu8.com/U/35433028694349\">@老虎专刊</a> <a target=\"_blank\" href=\"https://laohu8.com/U/36992157811200\">@老虎国际</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3527667586584720\">@小虎综合资讯</a> </p><p>风险提示:内容仅供参考,不构成任何个人投资建议。</p><p><br></p></body></html>","htmlText":"<html><head></head><body><p>与过去一年受政策压制相比,现在监管对各行各业明显态度发生了转变,宏观政策或更加重视“稳经济”。近期看到<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a> 的相关精选文章受到点启发,也小小的研究了下他们的策略:随着复工复产推进以及稳经济一揽子政策落地,从恢复程度看,服务业>建筑业>制造业。</p><p>在中概股受压制的时期,我们会看到前所未有的不确定性,也隐藏着前所未见的巨大机遇。区块链、医疗健康、金融是中国资本2021年最关注的赛道,今年不管从政策角度还是市场行情来看,这三个板块依旧是顶流。小摩、桥水、富达国际等等,这么多著名机构同事全面看多做多中概股,背后逻辑正是看到了中概股的压制因素正在消除。如果只是一家机构增持,可能代表不了什么,但是国内外著名机构都在加仓,很有可能意味着,中概股反转的行情随时到来。二季度摩根大通的旗舰中国基金新进建仓了阿里巴巴和药明生物;一季度,高瓴资本新建仓富途证券;一季度,贝莱德重点加仓了理想汽车和蔚来两大造车新势力。在中概股持续承压期间,这趟“列车”你赶上了吗?大伙不妨分析下接下来的市场走势,现在上车还来得及不?</p><p>你认为这趟“列车”是否值得赶?如果你还没想好,建议关注<a target=\"_blank\" href=\"https://laohu8.com/U/4101854786458470\">@海银控股</a> 相关精选内容:</p><p>《关注二季度经济数据|一周投研观点》</p><p>https://www.laohu8.com/post/688044926</p><p>《一周市场观察 | 2022下半年宏观经济:修复趋势不变》</p><p>https://www.laohu8.com/post/681863071</p><p>欢迎大伙前来参与互动讨论,小弟不胜欣喜~<span>[微笑]</span> </p><p><a target=\"_blank\" href=\"https://laohu8.com/U/115535245075020\">@陈达美股投资</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二说价值</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3527667596890271\">@Buy_Sell</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3494420044734025\">@Lady_Susu</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3527667590215376\">@期权小班长</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3487914694550623\">@博实</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3578199758106112\">@全球投资</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3511237393001450\">@资本邦</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3524106699974333\">@投资默示录</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3478560277044805\">@港股解码</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3519157433193136\">@美港股观察社</a> </p><p><a target=\"_blank\" href=\"https://laohu8.com/U/3502767768442965\">@话题虎</a> <a target=\"_blank\" href=\"https://laohu8.com/U/36984908995200\">@小虎活动</a> <a target=\"_blank\" href=\"https://laohu8.com/U/35433028694349\">@老虎专刊</a> <a target=\"_blank\" href=\"https://laohu8.com/U/36992157811200\">@老虎国际</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3527667586584720\">@小虎综合资讯</a> </p><p>风险提示:内容仅供参考,不构成任何个人投资建议。</p><p><br></p></body></html>","text":"与过去一年受政策压制相比,现在监管对各行各业明显态度发生了转变,宏观政策或更加重视“稳经济”。近期看到$海银控股(HYW)$ 的相关精选文章受到点启发,也小小的研究了下他们的策略:随着复工复产推进以及稳经济一揽子政策落地,从恢复程度看,服务业>建筑业>制造业。 在中概股受压制的时期,我们会看到前所未有的不确定性,也隐藏着前所未见的巨大机遇。区块链、医疗健康、金融是中国资本2021年最关注的赛道,今年不管从政策角度还是市场行情来看,这三个板块依旧是顶流。小摩、桥水、富达国际等等,这么多著名机构同事全面看多做多中概股,背后逻辑正是看到了中概股的压制因素正在消除。如果只是一家机构增持,可能代表不了什么,但是国内外著名机构都在加仓,很有可能意味着,中概股反转的行情随时到来。二季度摩根大通的旗舰中国基金新进建仓了阿里巴巴和药明生物;一季度,高瓴资本新建仓富途证券;一季度,贝莱德重点加仓了理想汽车和蔚来两大造车新势力。在中概股持续承压期间,这趟“列车”你赶上了吗?大伙不妨分析下接下来的市场走势,现在上车还来得及不? 你认为这趟“列车”是否值得赶?如果你还没想好,建议关注@海银控股 相关精选内容: 《关注二季度经济数据|一周投研观点》 https://www.laohu8.com/post/688044926 《一周市场观察 | 2022下半年宏观经济:修复趋势不变》 https://www.laohu8.com/post/681863071 欢迎大伙前来参与互动讨论,小弟不胜欣喜~[微笑] @陈达美股投资 @不二说价值 @Buy_Sell @Lady_Susu @期权小班长 @博实 @全球投资 @资本邦 @投资默示录 @港股解码 @美港股观察社 @话题虎 @小虎活动 @老虎专刊 @老虎国际 @小虎综合资讯 风险提示:内容仅供参考,不构成任何个人投资建议。","highlighted":2,"essential":1,"paper":2,"link":"https://laohu8.com/post/686317841","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["HYW"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":1329,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":819,"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,"upFlag":false,"length":6,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/686835287"}
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