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01-18

$阿里巴巴(BABA)$ 有谁知道，美股的分红，老虎账户怎么到账吗？我看账户上还没到，不知道为啥原因（第一次参与美股分红）

2023-12-21

$阿里巴巴(BABA)$ 有大佬知道分红啥时候到账么？

2023-10-11

$阿里巴巴(BABA)$ 啥时候被拼多多超过

2023-01-16

$DiDi Global Inc.(DIDIY)$ 天亮了

2022-12-30

阿里何其有幸，能拥有过如此朴拙之大才，才能顶得住之前鸡飞狗跳的庸人的折腾

鲁肃卸任阿里巴巴CTO了，朴拙之人

2022-11-16

$阿里巴巴(BABA)$ 股息呢？？看看对面腾讯！

2022-11-14

拼多多更便宜，怎么不找？

暂停合作？扣除支持费用？两家白酒巨头跟京东闹别扭了

2022-09-01

再防疫，经济全垮了

8月财新中国制造业PMI降至49.5，重回收缩区间

2022-06-13

$DiDi Pinksheet(DIDIY)$请问转入otc交易的话，之前买的滴滴股票需要在老虎上做选择吗？需要如何操作才能转入呢？

2022-06-12

$滴滴(DIDI)$请问转入otc交易的话，需要在老虎上做选择吗？如何操作呢？

2022-03-16

$阿里巴巴(BABA)$一支穿云箭，千军万马来相见

2021-10-27

互联网明明是减持，题文不符

抱歉，原内容已删除

去老虎APP查看更多动态

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啥时候被拼多多超过","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/229408467234920","isVote":1,"tweetType":1,"viewCount":883,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626322245,"gmtCreate":1673852995988,"gmtModify":1673852997752,"author":{"id":"3495734028503469","authorId":"3495734028503469","name":"成指导","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$ &nbsp;</a>天亮了","listText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$ &nbsp;</a>天亮了","text":"$DiDi Global Inc.(DIDIY)$ 天亮了","images":[{"img":"https://static.tigerbbs.com/297325e9da11d52be91b3e7acd68a2d1","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626322245","isVote":1,"tweetType":1,"viewCount":1130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":621248950,"gmtCreate":1672353591871,"gmtModify":1672353593862,"author":{"id":"3495734028503469","authorId":"3495734028503469","name":"成指导","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"阿里何其有幸，能拥有过如此朴拙之大才，才能顶得住之前鸡飞狗跳的庸人的折腾","listText":"阿里何其有幸，能拥有过如此朴拙之大才，才能顶得住之前鸡飞狗跳的庸人的折腾","text":"阿里何其有幸，能拥有过如此朴拙之大才，才能顶得住之前鸡飞狗跳的庸人的折腾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/621248950","repostId":"2295240918","repostType":2,"repost":{"id":"2295240918","pubTimestamp":1672318880,"share":"https://www.laohu8.com/m/news/2295240918?lang=&edition=full","pubTime":"2022-12-29 21:01","market":"hk","language":"zh","title":"鲁肃卸任阿里巴巴CTO了，朴拙之人","url":"https://stock-news.laohu8.com/highlight/detail?id=2295240918","media":"虎嗅","summary":"一代技术人的楷模","content":"<html><body><p><span label=\"备注\">本文来自微信公众号：</span><span>MacTalk（ID：MacTalkPro）</span><span>，作者：小盖，题图来自：<a href=\"https://laohu8.com/S/000681\">视觉中国</a></span></p><p>刚刚看到消息，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>宣布调整组织架构，CTO 程立<span label=\"备注\">（花名：鲁肃）</span>离职。说离职，不算准确，官方的解释是卸任 CTO，未来将会以技术顾问的身份继续为公司服务，但按照传统，这几乎就是离职退隐了。</p><p>鲁肃在阿里工程师团队的威望极高，他为人谦逊，做事严谨务实，敢于承担责任，是很多技术人心中的偶像。之前因为工作原因，我和鲁肃曾经打过很多次交道，他没有一点官架子，钉钉上找他，不会已读未回，甚至还会站在你的角度替你解决问题，让人极度舒适。</p><p>在 InfoQ 的《二叉树》节目中，鲁肃曾经讲过自己的成长故事，让我印象颇深。刚加入支付宝那会，他担任主架构师，为某个重要项目设计了一个新架构。这个架构中引入了很多新的技术和理念，而那些技术鲁肃也不是全部能驾驭，他这么做的私心，是想向团队证明自己的能力。</p><p>项目推进一段时间后，有人当着鲁肃的面向主管直言项目架构有问题，扩展性很差。主管特别信任鲁肃，回复对方说：“这个项目的技术鲁肃说了算，不要再有任何的怀疑”。</p><p>要你是鲁肃，你会怎么办？妄自尊大？觉得有人找茬？有人针对自己？有人不配合？</p><p>鲁肃回家后，开始认真琢磨那位同事的反馈。半夜一两点，他已经全然意识到架构确实有问题，存在重大缺陷。但当时大家已经按照这个架构推进了一段时间了，要是现在改，岂不是会有人骂街，领导肯定也会怀疑他的能力。这时，鲁肃又面临一次选择，到底是将错就错，慢慢迭代，还是坦诚向团队承认自己的错误？</p><p>凌晨三点，他做了决定，要重新设计架构。就这样，半夜支棱起来，他快速搭建了原型，做了新的 Demo。早上到公司，他召集会议向团队承认了之前的架构确实有问题，并提出了新方案。</p><p>后来，他说自己想起来都有些后怕，因为如果当时自己强词夺理不敢承认错误，那项目大概率会失败。一念之差，差之千里。这让我想起了一句话：“能够认识并承认自己错了，是证明一个科学家仍旧还是科学家的标志。”</p><p>是啊，犯了错误，能放下身段，扔掉自尊心，承认自己搞砸了，是一个做事的人仍旧还在做事的标志。事非经过不知难，后来，遇到过鲁肃类似的情境时，我才体会到他的选择是多么不容易。做难而正确的事。</p><p>就像《极限控制》里说的那样：“如果自尊扰乱了我们的判断，妨碍了我们看清世界的本来面目，那么自尊心就是有害而无益的。如果个人的利益变得比整个任务的成功还要重要，那么，行动就会受到阻碍，任务也会失败。实际上，大多时候破坏性因素都可以直接归咎为自尊心作祟。”</p><p>鲁肃做事还很拼。你看改架构，他都是凌晨两三点折腾。之前池老师和 Fenng 聊播客，Fenng 说鲁肃的适应能力特别强，他不会被负面情绪干扰，更不会被压力击倒。</p><p>举个例子，在支付宝时，鲁肃能力已经比较强了，事实上他应该是首席架构师。但是大家觉得鲁肃可能还太年轻，还是外面的和尚厉害。所以，有时候就会引入一个所谓的首席架构师。类似的事情，我想对鲁肃的内心肯定是有干扰的。</p><p>你想想，平时大家有事都来找你，都仰仗你，但突然间来了一个人，说他才是首席架构师，你得跟着他学习，是不是很奇怪？类似的问题，鲁肃都很好地调整了心态，适应了新的环境。</p><p>记得去年，鲁肃曾经说他特别喜欢曾国藩的一句话：“专从危难之际，默察朴拙之人，则几矣”。抱朴守拙，确实很像鲁肃的为人和做事之道。承认很多事情没有招式、套路可言，吭哧吭哧地去做反而是最重要的。不要总是想着贪巧求速。</p><p>向鲁肃学习，向踏实做事，不说大词，不讲大话，爱拧螺丝钉的鲁肃学习。查了下，他和池老师年纪一样大。卸任也好，也许他要开始自己的人生下半场了。</p><p>祝福。一代技术人的楷模。</p><p><span label=\"备注\">本文来自微信公众号：</span><span>MacTalk（ID：MacTalkPro）</span><span>，作者：小盖</span></p></body></html>","source":"highlight_huxiu","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>鲁肃卸任阿里巴巴CTO了，朴拙之人</title>\n<style 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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鲁肃卸任阿里巴巴CTO了，朴拙之人\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-29 21:01 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.huxiu.com/article/756107.html><strong>虎嗅</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本文来自微信公众号：MacTalk（ID：MacTalkPro），作者：小盖，题图来自：视觉中国刚刚看到消息，阿里巴巴宣布调整组织架构，CTO 程立（花名：鲁肃）离职。说离职，不算准确，官方的解释是卸任 CTO，未来将会以技术顾问的身份继续为公司服务，但按照传统，这几乎就是离职退隐了。鲁肃在阿里工程师团队的威望极高，他为人谦逊，做事严谨务实，敢于承担责任，是很多技术人心中的偶像。之前因为工作原因，...</p>\n\n<a href=\"https://www.huxiu.com/article/756107.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.huxiucdn.com/article/cover/202212/29/200629900597.jpg?imageView2/1/w/720/h/405/|imageMogr2/strip/interlace/1/quality/85/format/jpg","relate_stocks":{"BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4527":"明星科技股","BK4538":"云计算","BK4579":"人工智能","CTO":"CTO Realty Growth, Inc.","BK4526":"热门中概股","LU0651946864.USD":"贝莱德新兴市场股票收益A2","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4502":"阿里概念","LU1051768304.USD":"贝莱德新兴市场股票收益A6","BK4505":"高瓴资本持仓","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","BK4581":"高盛持仓","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","BK4504":"桥水持仓","QNETCN":"纳斯达克中美互联网老虎指数","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","BK4565":"NFT概念","BK4554":"元宇宙及AR概念","BK4160":"多样化房地产投资信托v","BK4558":"双十一","BK4531":"中概回港概念","BABA":"阿里巴巴","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","09988":"阿里巴巴-SW","LU1688375341.USD":"贝莱德中国灵活股票基金"},"source_url":"https://www.huxiu.com/article/756107.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2295240918","content_text":"本文来自微信公众号：MacTalk（ID：MacTalkPro），作者：小盖，题图来自：视觉中国刚刚看到消息，阿里巴巴宣布调整组织架构，CTO 程立（花名：鲁肃）离职。说离职，不算准确，官方的解释是卸任 CTO，未来将会以技术顾问的身份继续为公司服务，但按照传统，这几乎就是离职退隐了。鲁肃在阿里工程师团队的威望极高，他为人谦逊，做事严谨务实，敢于承担责任，是很多技术人心中的偶像。之前因为工作原因，我和鲁肃曾经打过很多次交道，他没有一点官架子，钉钉上找他，不会已读未回，甚至还会站在你的角度替你解决问题，让人极度舒适。在 InfoQ 的《二叉树》节目中，鲁肃曾经讲过自己的成长故事，让我印象颇深。刚加入支付宝那会，他担任主架构师，为某个重要项目设计了一个新架构。这个架构中引入了很多新的技术和理念，而那些技术鲁肃也不是全部能驾驭，他这么做的私心，是想向团队证明自己的能力。项目推进一段时间后，有人当着鲁肃的面向主管直言项目架构有问题，扩展性很差。主管特别信任鲁肃，回复对方说：“这个项目的技术鲁肃说了算，不要再有任何的怀疑”。要你是鲁肃，你会怎么办？妄自尊大？觉得有人找茬？有人针对自己？有人不配合？鲁肃回家后，开始认真琢磨那位同事的反馈。半夜一两点，他已经全然意识到架构确实有问题，存在重大缺陷。但当时大家已经按照这个架构推进了一段时间了，要是现在改，岂不是会有人骂街，领导肯定也会怀疑他的能力。这时，鲁肃又面临一次选择，到底是将错就错，慢慢迭代，还是坦诚向团队承认自己的错误？凌晨三点，他做了决定，要重新设计架构。就这样，半夜支棱起来，他快速搭建了原型，做了新的 Demo。早上到公司，他召集会议向团队承认了之前的架构确实有问题，并提出了新方案。后来，他说自己想起来都有些后怕，因为如果当时自己强词夺理不敢承认错误，那项目大概率会失败。一念之差，差之千里。这让我想起了一句话：“能够认识并承认自己错了，是证明一个科学家仍旧还是科学家的标志。”是啊，犯了错误，能放下身段，扔掉自尊心，承认自己搞砸了，是一个做事的人仍旧还在做事的标志。事非经过不知难，后来，遇到过鲁肃类似的情境时，我才体会到他的选择是多么不容易。做难而正确的事。就像《极限控制》里说的那样：“如果自尊扰乱了我们的判断，妨碍了我们看清世界的本来面目，那么自尊心就是有害而无益的。如果个人的利益变得比整个任务的成功还要重要，那么，行动就会受到阻碍，任务也会失败。实际上，大多时候破坏性因素都可以直接归咎为自尊心作祟。”鲁肃做事还很拼。你看改架构，他都是凌晨两三点折腾。之前池老师和 Fenng 聊播客，Fenng 说鲁肃的适应能力特别强，他不会被负面情绪干扰，更不会被压力击倒。举个例子，在支付宝时，鲁肃能力已经比较强了，事实上他应该是首席架构师。但是大家觉得鲁肃可能还太年轻，还是外面的和尚厉害。所以，有时候就会引入一个所谓的首席架构师。类似的事情，我想对鲁肃的内心肯定是有干扰的。你想想，平时大家有事都来找你，都仰仗你，但突然间来了一个人，说他才是首席架构师，你得跟着他学习，是不是很奇怪？类似的问题，鲁肃都很好地调整了心态，适应了新的环境。记得去年，鲁肃曾经说他特别喜欢曾国藩的一句话：“专从危难之际，默察朴拙之人，则几矣”。抱朴守拙，确实很像鲁肃的为人和做事之道。承认很多事情没有招式、套路可言，吭哧吭哧地去做反而是最重要的。不要总是想着贪巧求速。向鲁肃学习，向踏实做事，不说大词，不讲大话，爱拧螺丝钉的鲁肃学习。查了下，他和池老师年纪一样大。卸任也好，也许他要开始自己的人生下半场了。祝福。一代技术人的楷模。本文来自微信公众号：MacTalk（ID：MacTalkPro），作者：小盖","news_type":1},"isVote":1,"tweetType":1,"viewCount":1051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":667358114,"gmtCreate":1668589678938,"gmtModify":1668589679836,"author":{"id":"3495734028503469","authorId":"3495734028503469","name":"成指导","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a>股息呢？？看看对面腾讯！","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a>股息呢？？看看对面腾讯！","text":"$阿里巴巴(BABA)$ 股息呢？？看看对面腾讯！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667358114","isVote":1,"tweetType":1,"viewCount":1051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":667084014,"gmtCreate":1668434373738,"gmtModify":1668434375353,"author":{"id":"3495734028503469","authorId":"3495734028503469","name":"成指导","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"拼多多更便宜，怎么不找？","listText":"拼多多更便宜，怎么不找？","text":"拼多多更便宜，怎么不找？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/667084014","repostId":"1141743962","repostType":2,"repost":{"id":"1141743962","pubTimestamp":1668433268,"share":"https://www.laohu8.com/m/news/1141743962?lang=&edition=full","pubTime":"2022-11-14 21:41","market":"us","language":"zh","title":"暂停合作？扣除支持费用？两家白酒巨头跟京东闹别扭了","url":"https://stock-news.laohu8.com/highlight/detail?id=1141743962","media":"澎湃新闻","summary":"“双11”刚过，就有两家名酒企业与京东产生合作纠纷？","content":"<div>\n<p>记者 汪琦雯“双11”刚过，就有两家名酒企业与京东产生合作纠纷？网络流传文件显示，11月10日，泸州老窖电子商务股份有限公司（以下简称“泸州老窖电商公司”）向北京京东世纪信息技术有限公司（以下简称“京东”）发送了《暂停合作函》。四川五粮液新零售管理有限公司销售运营部（以下简称“五粮液新零售公司”）则在11月11日则通报称，京东违反合同约定，扣除365万元市场支持费用。11月14日，泸州老窖相关人士...</p>\n\n<a href=\"https://www.thepaper.cn/newsDetail_forward_20728621\">Web Link</a>\n\n</div>\n","source":"lsy1666763662595","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>暂停合作？扣除支持费用？两家白酒巨头跟京东闹别扭了</title>\n<style 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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; 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href=\"https://www.thepaper.cn/newsDetail_forward_20728621\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b873b4329b7b17b0926c02bec2748c1d","relate_stocks":{"09618":"京东集团-SW","JD":"京东","000568":"泸州老窖","000858":"五粮液"},"source_url":"https://www.thepaper.cn/newsDetail_forward_20728621","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141743962","content_text":"记者 汪琦雯“双11”刚过，就有两家名酒企业与京东产生合作纠纷？网络流传文件显示，11月10日，泸州老窖电子商务股份有限公司（以下简称“泸州老窖电商公司”）向北京京东世纪信息技术有限公司（以下简称“京东”）发送了《暂停合作函》。四川五粮液新零售管理有限公司销售运营部（以下简称“五粮液新零售公司”）则在11月11日则通报称，京东违反合同约定，扣除365万元市场支持费用。11月14日，泸州老窖相关人士向澎湃新闻记者证实了网传文件的真实性。在《暂停合作函》中，泸州老窖电商公司表示京东“近期多次低价销售52度国窖1573系列产品，对市场价格、物流秩序带来巨大冲击，严重影响我司品牌价值和产品价格认知，此行为已经严重破坏了双方建立的友好合作基础。”上述函件称，泸州老窖电商公司决定从11月10日起暂停与京东的相关合作，暂停在京东开展业务投放推广、产品供应等相关合作，并要求京东自营与泸州老窖合作的所有库存退货至供应商西藏聚量电子商务有限公司处。前述泸州老窖相关人士透露，京东想更低价购入产品，加入到“双十一”活动，但价格已经低至泸州老窖的价格底线。“整个就是稳价盘的原因，经销商都按照这个价格卖的，没越过底线，京东要低价的话，就容易有串货的嫌疑。 ”该人士解释道。据了解，目前52度500ml的国窖1573单瓶厂商指导价为1499元，批发参考价在905元左右。在京东平台，“泸州老窖官方京东自营旗舰店”该款酒11月14日的预估到手价为1139元/瓶，11月10日，有消费者爆料叠加优惠最低到手价为908元/瓶。泸州老窖在2022年半年报中披露了分渠道的销售情况，今年上半年，传统渠道营收为108.37亿元，同比（较上年同期）增长约25%，毛利率同比下降0.08%至86.43%；新兴渠道营收约7.12亿元，同比增长约33%，毛利率同比增长4.46%至82.39%。半年报介绍，泸州老窖的新兴渠道包括公司与电商平台、自媒体、网络主播等建立合作关系，通过线上平台的旗舰店、专卖店、直播间等网络终端实现面向消费者的销售。11月14日，澎湃新闻记者从五粮液新零售公司相关负责人处了解到，这则通报中指出京东“在2022年下半年违反合同规定”，指的是京东“有些市场运营上面的一些消费者服务政策”违反合同规定，并非价格纠纷。“正常消费服务过程中的一些问题，这个都很正常。”该负责人说。前述负责人表示，五粮液与京东“合作的时间比较久，（合作）整体效果都还不错。”两者的合作包括五粮液授权京东自营的“五粮液京东自营旗舰店”，也有授权门店在京东开设店铺，合作范围不仅包括产品的授权销售，还涵盖京东的物流信息技术、金融板块等。谈及泸州老窖与京东的产品售价纠纷，五粮液新零售公司相关负责人表示“我们品牌还好”，并称“（后续）肯定会（继续跟京东）合作的”。在五粮液2022年半年报中，线上销售模式，主要指通过天猫、京东等电商平台销售产品。今年上半年，五粮液通过线上销售模式取得收入29.81亿元，线下渠道收入355.32亿元。在9月的投资者关系活动记录中，五粮液重申了要拓展创新渠道，持续加大线上电商、新零售渠道的拓展。天眼查显示，北京京东世纪信息技术有限公司成立于2010年9月，注册资本50000万人民币，法定代表人吴双喜。北京京东世纪贸易有限公司100%控股北京京东世纪信息技术有限公司，前者法定发表人为徐雷。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":669065464,"gmtCreate":1661997800160,"gmtModify":1661997800160,"author":{"id":"3495734028503469","authorId":"3495734028503469","name":"成指导","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"再防疫，经济全垮了","listText":"再防疫，经济全垮了","text":"再防疫，经济全垮了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/669065464","repostId":"1188237809","repostType":2,"repost":{"id":"1188237809","pubTimestamp":1661996784,"share":"https://www.laohu8.com/m/news/1188237809?lang=&edition=full","pubTime":"2022-09-01 09:46","market":"other","language":"zh","title":"8月财新中国制造业PMI降至49.5，重回收缩区间","url":"https://stock-news.laohu8.com/highlight/detail?id=1188237809","media":"财新网","summary":"疫情、供电紧张等因素扰动制造业修复进程；制造业需求收缩，就业依然疲软，通胀压力缓解，企业信心度仍低于长期均值由于局部地区疫情反复，叠加高温少雨导致供电紧张，8月制造业景气度降至收缩区间。9月1日公布的","content":"<html><head></head><body><blockquote>疫情、供电紧张等因素扰动制造业修复进程；制造业需求收缩，就业依然疲软，通胀压力缓解，企业信心度仍低于长期均值</blockquote><dl><dt><img src=\"https://static.tigerbbs.com/c5ddd319c6cb1dd12b16eea14f6a277f\" tg-width=\"477\" tg-height=\"320\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></dt></dl><p>由于局部地区疫情反复，叠加高温少雨导致供电紧张，8月制造业景气度降至收缩区间。</p><p>9月1日公布的8月财新中国制造业采购经理指数（PMI）录得49.5，较7月回落0.9个百分点，降至荣枯线以下，显示制造业在经历了两个月的扩张后重现收缩。</p><p>这一走势与统计局制造业PMI相反。国家统计局公布的8月制造业PMI录得49.4，高于前值0.4个百分点，连续两个月低于临界值。</p><p>从分项指数看，8月制造业供给保持扩张，但需求重现收缩。自6月国内疫情形势总体好转以来，制造业生产指数已连续三个月高于荣枯线，但涨幅逐渐回落。受访企业反映，高温导致停电限电，工厂临时停产，制约生产增长。分类来看，中间品类与投资品类的产出温和增长，但消费品制造类产量下降。</p><p>8月制造业新订单指数、新出口订单指数均结束了前两个月的扩张势头，降至收缩区间。被调查企业反映，高温天气、供电紧张、疫情反复、全球经济环境恶化等因素导致海内外需求减弱。</p><p>在制造业需求低迷的背景下，就业市场仍未有明显改善。8月就业指数较前值稍有回升，但仍处于收缩区间。部分企业称，因公司计划压缩规模和需求疲弱而削减用工，其中投资品类用工收缩最为明显。</p><p>在金属、化学品等原材料价格下降的带动下，8月制造业购进价格指数结束了此前26个月的扩张，落入收缩区间，降至2016年2月来最低；成本压力小幅缓和为企业降价促销提供了空间，8月制造业出厂价格指数在收缩区间轻微回落，其中中间品类和投资品类销售价格下降，消费品类售价轻微上调。</p><p>受疫情和供应商停电的影响，8月供应商交货时间仍有轻微延迟；制造业积压业务量从此前的下降转为持平。部分企业因高温导致停产停电而积压工作量增加，其他企业则表示销售不振，产能仍较为充裕，足以处理积压订单。</p><p>由于新订单减少，企业普遍减少原材料采购，8月原材料采购量在近三个月内首次下降，原材料库存同样轻微下降；考虑到需求减弱，企业继续主动调整现有库存，8月产成品库存继续减少。</p><p>8月制造业生产经营预期指数与7月持平，仍低于长期均值。部分企业考虑到疫后经济持续复苏而计划提高产量，但疫情的不确定性和对全球经济前景减弱的担忧，抑制了企业信心的进一步回升。</p><p>财新智库高级经济学家王喆表示，目前中国经济仍处在上半年大范围疫情后的修复期，但局地散发疫情和高温天气对复苏形成扰动，经济下行压力增加，经济恢复基础不牢固，就业问题仍是关注重点。近期央行下调了政策利率，引导企业和个人融资成本进一步下行，但货币政策的实施效果还有赖于市场主体对经济信心的培育。此外，疫情和灾情等不利影响因素增多，就业市场低迷，消费市场萎缩，对困难群众和低收入群众的补助救助力度还需进一步加强。</p></body></html>","source":"cxw","collect":0,"html":"<!DOCTYPE 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}\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\">\n8月财新中国制造业PMI降至49.5，重回收缩区间\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-01 09:46 北京时间&nbsp;&nbsp;&nbsp;<a href=https://pmi.caixin.com/2022-09-01/101933966.html><strong>财新网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>疫情、供电紧张等因素扰动制造业修复进程；制造业需求收缩，就业依然疲软，通胀压力缓解，企业信心度仍低于长期均值由于局部地区疫情反复，叠加高温少雨导致供电紧张，8月制造业景气度降至收缩区间。9月1日公布的8月财新中国制造业采购经理指数（PMI）录得49.5，较7月回落0.9个百分点，降至荣枯线以下，显示制造业在经历了两个月的扩张后重现收缩。这一走势与统计局制造业PMI相反。国家统计局公布的8月制造业...</p>\n\n<a href=\"https://pmi.caixin.com/2022-09-01/101933966.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5da517a2d3cf6bdb60f44fd141cdfa2f","relate_stocks":{},"source_url":"https://pmi.caixin.com/2022-09-01/101933966.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188237809","content_text":"疫情、供电紧张等因素扰动制造业修复进程；制造业需求收缩，就业依然疲软，通胀压力缓解，企业信心度仍低于长期均值由于局部地区疫情反复，叠加高温少雨导致供电紧张，8月制造业景气度降至收缩区间。9月1日公布的8月财新中国制造业采购经理指数（PMI）录得49.5，较7月回落0.9个百分点，降至荣枯线以下，显示制造业在经历了两个月的扩张后重现收缩。这一走势与统计局制造业PMI相反。国家统计局公布的8月制造业PMI录得49.4，高于前值0.4个百分点，连续两个月低于临界值。从分项指数看，8月制造业供给保持扩张，但需求重现收缩。自6月国内疫情形势总体好转以来，制造业生产指数已连续三个月高于荣枯线，但涨幅逐渐回落。受访企业反映，高温导致停电限电，工厂临时停产，制约生产增长。分类来看，中间品类与投资品类的产出温和增长，但消费品制造类产量下降。8月制造业新订单指数、新出口订单指数均结束了前两个月的扩张势头，降至收缩区间。被调查企业反映，高温天气、供电紧张、疫情反复、全球经济环境恶化等因素导致海内外需求减弱。在制造业需求低迷的背景下，就业市场仍未有明显改善。8月就业指数较前值稍有回升，但仍处于收缩区间。部分企业称，因公司计划压缩规模和需求疲弱而削减用工，其中投资品类用工收缩最为明显。在金属、化学品等原材料价格下降的带动下，8月制造业购进价格指数结束了此前26个月的扩张，落入收缩区间，降至2016年2月来最低；成本压力小幅缓和为企业降价促销提供了空间，8月制造业出厂价格指数在收缩区间轻微回落，其中中间品类和投资品类销售价格下降，消费品类售价轻微上调。受疫情和供应商停电的影响，8月供应商交货时间仍有轻微延迟；制造业积压业务量从此前的下降转为持平。部分企业因高温导致停产停电而积压工作量增加，其他企业则表示销售不振，产能仍较为充裕，足以处理积压订单。由于新订单减少，企业普遍减少原材料采购，8月原材料采购量在近三个月内首次下降，原材料库存同样轻微下降；考虑到需求减弱，企业继续主动调整现有库存，8月产成品库存继续减少。8月制造业生产经营预期指数与7月持平，仍低于长期均值。部分企业考虑到疫后经济持续复苏而计划提高产量，但疫情的不确定性和对全球经济前景减弱的担忧，抑制了企业信心的进一步回升。财新智库高级经济学家王喆表示，目前中国经济仍处在上半年大范围疫情后的修复期，但局地散发疫情和高温天气对复苏形成扰动，经济下行压力增加，经济恢复基础不牢固，就业问题仍是关注重点。近期央行下调了政策利率，引导企业和个人融资成本进一步下行，但货币政策的实施效果还有赖于市场主体对经济信心的培育。此外，疫情和灾情等不利影响因素增多，就业市场低迷，消费市场萎缩，对困难群众和低收入群众的补助救助力度还需进一步加强。","news_type":1},"isVote":1,"tweetType":1,"viewCount":971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680649224,"gmtCreate":1655072402870,"gmtModify":1704860998986,"author":{"id":"3495734028503469","authorId":"3495734028503469","name":"成指导","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a 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有大佬知道分红啥时候到账么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/254433832349856","isVote":1,"tweetType":1,"viewCount":1278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":621248950,"gmtCreate":1672353591871,"gmtModify":1672353593862,"author":{"id":"3495734028503469","authorId":"3495734028503469","name":"成指导","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"阿里何其有幸，能拥有过如此朴拙之大才，才能顶得住之前鸡飞狗跳的庸人的折腾","listText":"阿里何其有幸，能拥有过如此朴拙之大才，才能顶得住之前鸡飞狗跳的庸人的折腾","text":"阿里何其有幸，能拥有过如此朴拙之大才，才能顶得住之前鸡飞狗跳的庸人的折腾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/621248950","repostId":"2295240918","repostType":2,"isVote":1,"tweetType":1,"viewCount":1051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":669065464,"gmtCreate":1661997800160,"gmtModify":1661997800160,"author":{"id":"3495734028503469","authorId":"3495734028503469","name":"成指导","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"再防疫，经济全垮了","listText":"再防疫，经济全垮了","text":"再防疫，经济全垮了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/669065464","repostId":"1188237809","repostType":2,"isVote":1,"tweetType":1,"viewCount":971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855004893,"gmtCreate":1635309613783,"gmtModify":1635309613783,"author":{"id":"3495734028503469","authorId":"3495734028503469","name":"成指导","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"互联网明明是减持，题文不符","listText":"互联网明明是减持，题文不符","text":"互联网明明是减持，题文不符","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855004893","repostId":"1120411269","repostType":4,"repost":{"id":"1120411269","pubTimestamp":1635303675,"share":"https://www.laohu8.com/m/news/1120411269?lang=&edition=full","pubTime":"2021-10-27 11:01","market":"sh","language":"zh","title":"基金“一哥”调仓抄底，称优质公司估值已合理","url":"https://stock-news.laohu8.com/highlight/detail?id=1120411269","media":"华尔街见闻","summary":"2021年的市场涨跌把顶流明星的序列，扰动的起起伏伏。","content":"<p>作者：陈嘉懿</p>\n<p>2021年的市场涨跌把顶流明星的序列，扰动的起起伏伏。</p>\n<p>但最顶流的张坤，依然握有最多的基民信任。</p>\n<p>他曾在季报中拷问自己的内心：“假如股市关闭、三年无法交易，我是否还有信心买入这个公司？”</p>\n<p>而在最新的3季报中，他对一些公司作出了明确的结论：<b>这轮下跌后，一批优质公司的估值已经基本合理。</b></p>\n<p>他还表示对部分公司的生意模式、护城河和行业前景有信心，<b>相信这些公司未来3-5年有望实现一个较高确信度的盈利复合成长。</b></p>\n<p>他同时对长期投资再次做出总结：<b><i>企业的定价能力是投资获得高回报的最持久的决定因素之一。</i></b></p>\n<p>那他究竟买了什么品种呢？</p>\n<p><b>定价能力是决定因素</b></p>\n<p>今年以来，优质股的调整以及基本面的扰动是这一代基金经理共同面临的考验，张坤有什么思考？</p>\n<p>他在3季报中表示：<b>企业的生意模式、护城河和行业前景共同决定了企业的定价能力，而定价能力是投资获得高回报的最持久的决定因素之一。</b></p>\n<p>在较短的时间内，股票通常由其他因素驱动，比如宏观经济或突发新闻，这使得投资有定价能力的高质量公司在短期看通常显得乏味，因此，投资这些高质量公司伴随的低风险只能在较长的时期才能被观察到。</p>\n<p><b>优质公司估值已基本合理</b></p>\n<p>对于当下的优质股，张坤显示出了近几个季度来最明确的信心。</p>\n<p>他表示，受到市场对未来几个季度经济和企业盈利下行，以及对政策不确定性的担忧，<b>一些长期经营优秀的上市公司最近股价下跌明显。张坤认为，这轮下跌后，这批优质公司的估值已经基本合理。</b></p>\n<p>如果做一个组合，他对其整体的生意模式、护城河和行业前景是有信心的，<b>这些公司未来3-5年有望实现一个较高确信度的盈利复合成长。</b>虽然他不知道是否会有阶段性的低估（类似2018年底），但他认为由于起点估值没有泡沫，并且优质股权总体仍是稀缺的，因此从未来3-5年来看，可以对这些公司股票的复合收益率更加乐观一些。</p>\n<p><b>仍是千亿顶流</b></p>\n<p>3季报统计显示，张坤的最新管理规模约1057亿元，虽然与年中相比有所回落，但仍然是业内规模最靠前的“顶流”。</p>\n<p>从申赎情况看，易方达蓝筹精选、易方达优质精选份额出现了一定的减少。而易方达亚洲精选甚至份额还出现了增长。</p>\n<p>考虑到易方达优质精选在期间还经历了基金的变更，从——大家更熟悉的——易方达中小盘转型，规模的稳定性还是不错的。</p>\n<p>而易方达蓝筹精选期末份额是期初份额的9成左右，“缩水”比例并不算大。</p>\n<p><b>减少港股持仓</b></p>\n<p>易方达优质企业三年持有基金和易方达蓝筹基金都减少了港股通投资股票投资组合占净比。</p>\n<p>易方达优质企业三年持有基金在三季度略微提升了股票仓位，股票占净比上升至94%以上。但是，港股通投资股票投资组合占净比却减少至不足23%，较中报减少9个百分点以上。</p>\n<p>易方达蓝筹基金在三季度略微提升了股票仓位。但港股通投资股票投资组合占净比却较中报减少了10个百分点以上。</p>\n<p>而易方达亚洲精选基金在三季度股票仓位基本稳定略有提升，其美股投资减少至不足4%，较中报减少了11个百分点以上。该基金在港股的持仓则是有所提升的。</p>\n<p>易方达优质精选基金在三季度完成了基金合同的修改，该基金在港股的投资约占净值比22.85%，与易方达优质企业三年持有基金和易方达蓝筹基金基本在同一水平。</p>\n<p><b>增持食品饮料、银行</b></p>\n<p>张坤谈到，<b>易方达优质精选</b>在三季度完成了基金合同的修改，他对持仓进行了较大的调整，<b>增加了食品饮料、互联网、银行等行业的配置，降低了医药、计算机、家电等行业的配置。</b>个股方面，仍然持有商业模式出色、行业格局清晰、竞争力强的优质公司。</p>\n<p>3季报的十大重仓股部分验证了上述说法。</p>\n<p>易方达优质精选<b>不仅大举买入了腾讯控股、港交所和京东等港股</b>，在A股持仓上也有明显变化。除了贵州茅台和五粮液是此前是前十大重仓股的“老面孔”，泸州老窖、海康威视、招商银行等原本排位较后的个股冲入十大重仓股。此外，<b>他还大举增持了伊利股份和平安银行。</b></p>\n<p>张坤还谈到，<b>易方达蓝筹基金增加了食品饮料、银行等行业的配置，降低了医药、互联网等行业的配置。</b></p>\n<p>具体到十大重仓股看，<b>美团-W、爱尔眼科退出十大重仓股，伊利股份、平安银行新入十大重仓股</b>。其中，平安银行中报也是该基金“腰部持仓”个股。</p>\n<p><img src=\"https://static.tigerbbs.com/2c7cb722a9068de243b0747565b594ce\" tg-width=\"591\" tg-height=\"299\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/3881dcc973dca99db1c74c4c2b47b118\" tg-width=\"591\" tg-height=\"49\" referrerpolicy=\"no-referrer\"></p>\n<p>在<b>易方达优质企业三年持有</b>基金上，他<b>增加了食品饮料、银行等行业的配置，降低了医药、互联网等行业的配置。</b></p>\n<p>在<b>易方达亚洲精选</b>上，他则增加了<b>食品饮料、地产等行业的配置，降低了医药、互联网等行业的配置。</b></p>","source":"highlight_wallstreetcn","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>基金“一哥”调仓抄底，称优质公司估值已合理</title>\n<style 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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基金“一哥”调仓抄底，称优质公司估值已合理\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-27 11:01 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3643360><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：陈嘉懿\n2021年的市场涨跌把顶流明星的序列，扰动的起起伏伏。\n但最顶流的张坤，依然握有最多的基民信任。\n他曾在季报中拷问自己的内心：“假如股市关闭、三年无法交易，我是否还有信心买入这个公司？”\n而在最新的3季报中，他对一些公司作出了明确的结论：这轮下跌后，一批优质公司的估值已经基本合理。\n他还表示对部分公司的生意模式、护城河和行业前景有信心，相信这些公司未来3-5年有望实现一个较高确信度的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3643360\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3b9182bad113b067ef0a205540eaa54a","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://wallstreetcn.com/articles/3643360","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1120411269","content_text":"作者：陈嘉懿\n2021年的市场涨跌把顶流明星的序列，扰动的起起伏伏。\n但最顶流的张坤，依然握有最多的基民信任。\n他曾在季报中拷问自己的内心：“假如股市关闭、三年无法交易，我是否还有信心买入这个公司？”\n而在最新的3季报中，他对一些公司作出了明确的结论：这轮下跌后，一批优质公司的估值已经基本合理。\n他还表示对部分公司的生意模式、护城河和行业前景有信心，相信这些公司未来3-5年有望实现一个较高确信度的盈利复合成长。\n他同时对长期投资再次做出总结：企业的定价能力是投资获得高回报的最持久的决定因素之一。\n那他究竟买了什么品种呢？\n定价能力是决定因素\n今年以来，优质股的调整以及基本面的扰动是这一代基金经理共同面临的考验，张坤有什么思考？\n他在3季报中表示：企业的生意模式、护城河和行业前景共同决定了企业的定价能力，而定价能力是投资获得高回报的最持久的决定因素之一。\n在较短的时间内，股票通常由其他因素驱动，比如宏观经济或突发新闻，这使得投资有定价能力的高质量公司在短期看通常显得乏味，因此，投资这些高质量公司伴随的低风险只能在较长的时期才能被观察到。\n优质公司估值已基本合理\n对于当下的优质股，张坤显示出了近几个季度来最明确的信心。\n他表示，受到市场对未来几个季度经济和企业盈利下行，以及对政策不确定性的担忧，一些长期经营优秀的上市公司最近股价下跌明显。张坤认为，这轮下跌后，这批优质公司的估值已经基本合理。\n如果做一个组合，他对其整体的生意模式、护城河和行业前景是有信心的，这些公司未来3-5年有望实现一个较高确信度的盈利复合成长。虽然他不知道是否会有阶段性的低估（类似2018年底），但他认为由于起点估值没有泡沫，并且优质股权总体仍是稀缺的，因此从未来3-5年来看，可以对这些公司股票的复合收益率更加乐观一些。\n仍是千亿顶流\n3季报统计显示，张坤的最新管理规模约1057亿元，虽然与年中相比有所回落，但仍然是业内规模最靠前的“顶流”。\n从申赎情况看，易方达蓝筹精选、易方达优质精选份额出现了一定的减少。而易方达亚洲精选甚至份额还出现了增长。\n考虑到易方达优质精选在期间还经历了基金的变更，从——大家更熟悉的——易方达中小盘转型，规模的稳定性还是不错的。\n而易方达蓝筹精选期末份额是期初份额的9成左右，“缩水”比例并不算大。\n减少港股持仓\n易方达优质企业三年持有基金和易方达蓝筹基金都减少了港股通投资股票投资组合占净比。\n易方达优质企业三年持有基金在三季度略微提升了股票仓位，股票占净比上升至94%以上。但是，港股通投资股票投资组合占净比却减少至不足23%，较中报减少9个百分点以上。\n易方达蓝筹基金在三季度略微提升了股票仓位。但港股通投资股票投资组合占净比却较中报减少了10个百分点以上。\n而易方达亚洲精选基金在三季度股票仓位基本稳定略有提升，其美股投资减少至不足4%，较中报减少了11个百分点以上。该基金在港股的持仓则是有所提升的。\n易方达优质精选基金在三季度完成了基金合同的修改，该基金在港股的投资约占净值比22.85%，与易方达优质企业三年持有基金和易方达蓝筹基金基本在同一水平。\n增持食品饮料、银行\n张坤谈到，易方达优质精选在三季度完成了基金合同的修改，他对持仓进行了较大的调整，增加了食品饮料、互联网、银行等行业的配置，降低了医药、计算机、家电等行业的配置。个股方面，仍然持有商业模式出色、行业格局清晰、竞争力强的优质公司。\n3季报的十大重仓股部分验证了上述说法。\n易方达优质精选不仅大举买入了腾讯控股、港交所和京东等港股，在A股持仓上也有明显变化。除了贵州茅台和五粮液是此前是前十大重仓股的“老面孔”，泸州老窖、海康威视、招商银行等原本排位较后的个股冲入十大重仓股。此外，他还大举增持了伊利股份和平安银行。\n张坤还谈到，易方达蓝筹基金增加了食品饮料、银行等行业的配置，降低了医药、互联网等行业的配置。\n具体到十大重仓股看，美团-W、爱尔眼科退出十大重仓股，伊利股份、平安银行新入十大重仓股。其中，平安银行中报也是该基金“腰部持仓”个股。\n\n\n在易方达优质企业三年持有基金上，他增加了食品饮料、银行等行业的配置，降低了医药、互联网等行业的配置。\n在易方达亚洲精选上，他则增加了食品饮料、地产等行业的配置，降低了医药、互联网等行业的配置。","news_type":1},"isVote":1,"tweetType":1,"viewCount":785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}