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Hadese
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炒股后,平淡的生活变得刺激起来
Hadese
2022-03-24
最开始的时候巨头们说这这这不应该持有,然后来了场暴跌,反弹回初始水平后就变成推荐买入了?为什么不在暴跌的时候发声是重仓买入的时机呢?别管大鱼们说什么,咱小鱼虾米得自个心里有数。
私募巨头景林发声:重仓买入优质公司的时机到了
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}\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私募巨头景林发声:重仓买入优质公司的时机到了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-23 20:37 北京时间 <a href=https://www.cls.cn/detail/967077><strong>上海证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高云程认为,股票市场恐慌性抛售阶段应该已经在上周发生,所以站在当下往前看,重仓买入并长期持有核心竞争力不断增强的公司的时机已经到来。3月23日,千亿级私募景林资产总经理高云程罕见发声,就近期市场行情、后续市场展望、产品操作思路等做了详细解读。高云程表示,今年一、二季度上市公司基本面承压,其中一季度大概率是股票市场最艰难的时候,而且从流动性和预期的情况看,股票市场最困难的恐慌性抛售阶段已经发生,对于...</p>\n\n<a href=\"https://www.cls.cn/detail/967077\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{"HSI":"恒生指数","000001.SH":"上证指数"},"source_url":"https://www.cls.cn/detail/967077","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221017591","content_text":"高云程认为,股票市场恐慌性抛售阶段应该已经在上周发生,所以站在当下往前看,重仓买入并长期持有核心竞争力不断增强的公司的时机已经到来。3月23日,千亿级私募景林资产总经理高云程罕见发声,就近期市场行情、后续市场展望、产品操作思路等做了详细解读。高云程表示,今年一、二季度上市公司基本面承压,其中一季度大概率是股票市场最艰难的时候,而且从流动性和预期的情况看,股票市场最困难的恐慌性抛售阶段已经发生,对于经历周期依然保持甚至增强了核心竞争力的公司,当下应该是重仓买入并长期持有的时机。据悉,3月17日下午景林资产就曾举办过小型的持有人沟通会,不过在沟通会上部分投资人抱怨其近两年业绩波动较大。对此,高云程表示:“景林资产也在思考更加均衡地投资在不同行业、不同区域上,以提高组合稳定性。”今年以来,市场波动不断加剧,站在当下究竟该更谨慎还是更乐观?高云程认为,今年一季度可能是企业基本面、估值和市场流动性最艰难时刻,而且今年前两个季度更是中国经济最有压力的时候。不过,高云程认为,随着3月以来市场的持续调整,市场估值底部大概率已经出现,后续企业业绩的底部也会随之而来,也就是说,目前是股票市场最艰难的时候。而且股票市场恐慌性抛售阶段应该已经在上周发生,所以站在当下往前看,重仓买入并长期持有核心竞争力不断增强的公司的时机已经到来。高云程分析称,2021年春节后以来,中国股票资产出现大幅下跌,尤其是离岸中国资产(包括港股和中概股)跌跌不休,原因在于四方面:一是2020末开始反垄断和防止资本无序扩张的政策基调,对互联网、教育等行业产生巨大影响;二是民营房地产企业的流动性危机;三是大宗商品价格上涨带来的全球通胀压力;四是大国关系的不确定性。不过,近日国务院金融稳定发展委员会召开的专题会议,高云程认为,非常明确的解答了市场担忧的问题,后续政策出台和经济基本面的复苏会在未来三个季度渐次出现。谈及后续看好的投资机会,高云程表示:“我们不以年度为单位看问题,而是希望以企业生命周期、经济周期和产业技术变革的维度去寻找持续创造价值的公司。目前来看,新能源、人工智能和消费升级领域都有很多机会,其中很多公司已经构建了核心竞争优势,尤其是部分企业已经具备全球竞争力。”底部加仓了优质公司一直以来,景林资产对于中概股的参与度较高。谈及中概股的风险和机会,高云程表示,经过研究和思考,我们认为未来并不存在中概股被退市价格归零的极端情况,而且国务院金融委会议已经明确了这一问题的化解方向,所以景林资产在离岸中国资产暴跌中不但没有恐慌性抛售股票,反而加仓了优质企业。对于市场关注度较高的通胀问题,高云程认为,美国经济面临的通胀是多因素造成的,比如流动性过剩、大宗商品价格上涨等,但目前市场对美联储加息的预期是非常充分的,而且从历史经验来看,每一轮加息周期的市场调整都是发生在第一次加息之前,后续如果流动性和基本面的情况得到改善,中概股和港股中的部分公司会脱颖而出。近一年来,互联网企业调整剧烈,后续是否存在投资机会?高云程表示,网络效应产生的边际成本几乎为零,边际利润却能够最大化,这一特征使得行业产生了大批成功的世界级企业,当然反垄断也确实是针对某些领域的监管必然。但是,这并不能改变现代信息技术带来的效率提升,所以在这一领域我们最关心的还是新技术、新模式的出现带来的颠覆性变化。上周在景林资产的一次小范围投资人沟通会上,部分投资人抱怨近一年来产品业绩不达预期,且波动较大,也有投资人质疑为何景林不做波段降低净值的波动性。对此,高云程今日在交流会中坦言:“我们更愿意在自己能够预测或认知的事情上花精力,比如2020年以来的疫情是一直刷新我们的认知,再比如俄乌冲突发展过程中对能源价格、通货膨胀等问题的影响都非常深远。”对于自下而上注重个股基本面研究的景林资产而言,更注重对于公司本身的研究。如果把太多外部因素纳入,投资决策将难度巨大而且历史证明正确率难以保证。把决策周期拉长,短期外部因素权重就会降低。减少择时和波动操作,能在相对长一些的投资周期中大概率获得更好的投资结果。高云程表示,反思过去一年某些行业的大幅度波动,如何提高组合稳定性和均衡感,是我们在讨论和研究的方向,未来景林资产会更加均衡地投资在不同行业、不同区域的上市公司,让投资人更舒服地持有产品。另外,以后会更加注重发行产品的时间选择,避开市场高点或者投资者情绪较为亢奋的时候,尽量在市场低位募集资金,“这需要渠道、客户和景林资产有共同的价值观,虽然不容易,但是公司努力的方向。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":637673995,"gmtCreate":1648080232236,"gmtModify":1648080232236,"author":{"id":"3460412891854878","authorId":"3460412891854878","name":"Hadese","avatar":"https://static.laohu8.com/7ffb346d89dd24b4e4a6af501950f9cb","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"最开始的时候巨头们说这这这不应该持有,然后来了场暴跌,反弹回初始水平后就变成推荐买入了?为什么不在暴跌的时候发声是重仓买入的时机呢?别管大鱼们说什么,咱小鱼虾米得自个心里有数。","listText":"最开始的时候巨头们说这这这不应该持有,然后来了场暴跌,反弹回初始水平后就变成推荐买入了?为什么不在暴跌的时候发声是重仓买入的时机呢?别管大鱼们说什么,咱小鱼虾米得自个心里有数。","text":"最开始的时候巨头们说这这这不应该持有,然后来了场暴跌,反弹回初始水平后就变成推荐买入了?为什么不在暴跌的时候发声是重仓买入的时机呢?别管大鱼们说什么,咱小鱼虾米得自个心里有数。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637673995","repostId":"2221017591","repostType":2,"isVote":1,"tweetType":1,"viewCount":899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310046714720392,"gmtCreate":1716698927114,"gmtModify":1716700284241,"author":{"id":"3460412891854878","authorId":"3460412891854878","name":"Hadese","avatar":"https://static.laohu8.com/7ffb346d89dd24b4e4a6af501950f9cb","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"炒股后,平淡的生活变得刺激起来","listText":"炒股后,平淡的生活变得刺激起来","text":"炒股后,平淡的生活变得刺激起来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310046714720392","isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}