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LuoJiaL
2020-06-09
我这个斥巨资购入两百股的小股东守着伊利半年多了,谢谢伊利给予投资者的分红,跟着你有肉吃有酒喝,公司盈利作为投资者的我们也跟着收获满满。让我们切实感受到伊利公司的大方。
伊利股份:持续分红回馈股东,稳健增长未来可期
LuoJiaL
2020-03-18
为啥美元回流会造成港股遭殃?
抱歉,原内容已删除
LuoJiaL
2020-03-16
为啥?
抱歉,原内容已删除
去老虎APP查看更多动态
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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202006081048547a7b7e12&s=b><strong>财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>日前,A股上市企业正在密集进行上年度分红的时候。乳业龙头、A股市场的价投典范、绩优蓝筹伊利股份也即将进行2019年度的股利发放。根据之前披露的分红方案,伊利拟向全体股东每10股派发现金红利8.10元,合计拟派发现金红利总额为4913183654.73元(含税),现金分红比例高达70.86%。伊利股份对股东们的回馈一如既往的大方。当下的A股市场已发展为仅次于美股的世界第二大资本市场,但其实在成长的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202006081048547a7b7e12&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0ab00f49d2515ea77cf502014070887d","relate_stocks":{"600887":"伊利股份"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202006081048547a7b7e12&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2041648500","content_text":"日前,A股上市企业正在密集进行上年度分红的时候。乳业龙头、A股市场的价投典范、绩优蓝筹伊利股份也即将进行2019年度的股利发放。根据之前披露的分红方案,伊利拟向全体股东每10股派发现金红利8.10元,合计拟派发现金红利总额为4913183654.73元(含税),现金分红比例高达70.86%。伊利股份对股东们的回馈一如既往的大方。当下的A股市场已发展为仅次于美股的世界第二大资本市场,但其实在成长的过程中也有隐痛——相对发达市场而言,其分红一向吝啬。“铁公鸡”现象的普遍存在,使得大部分投资者无法通过长期持有股票获得成长性收益,只能通过“波段操作”以博取交易利差,这也导致在A股长期盈利很难。其实,如能找到一只长期分红靠谱的股票,那么就会有效提高“安全边际”,这正是价投派的精髓之一。伊利股份作为A股的乳业龙头,依托于消费刚性的底蕴,多次穿越熊牛的跌宕,实现市值的长期增长。而且,其分红率也常年领先乳业同行,真金白银的付出,不仅体现了伊利不断增强的产业链优势,也体现出对回馈股东的满满诚意。从1996年上市至今,伊利股份至今共计分红19次,累计分红金额约205亿,分红率高达47.32%,无论是分红总额还是分红率都高居乳业第一。作为股东可以切实的感到企业成长所带来的投资收益的增加,故而长期持有者收益颇丰。值得注意的是,近10年来,随着经营规模的扩张,伊利股份不仅净利润在提高,而且分红比例也在逐渐提高。分红率从2011年的21.81%,逐渐提高到近年的接近70%水平。随着2019年报的公布,我们更可看到其最新的分红率已达到70.86%。此外,伊利股份的分红优势在未来还将被“框定”。在伊利2019年的限制性股票激励计划中,已明确在未来4年中,伊利股份每年的现金分红比率都不能低于当年净利润的70%,这也使得投资者彻底吃下“定心丸”。乳业的刚性消费需求足以抵御宏观经济波动,毕竟民以食为天的底层逻辑不变,这是生活本身的“基本盘”。由于乳品可以增加人体免疫力,疫情的出现进一步提升了消费者对其营养价值的认知,这也意味着企业的基本面得到进一步夯实,所以随着伊利股份营收、净利润的逐步提升,投资者未来的现金分红也将更加丰厚。数据显示,伊利股份不仅分红遥遥领先乳业同行甚至也领先整个A股,而且依然保持着“大象起舞”的姿态。2019年,伊利股份总营收902.23亿,净利润近70亿元,均创出历史新高。从长期趋势看,随着经营的稳步提升,这使得其“成长确定性”进一步得到资本市场认可,即使在A股的白马股中这都属罕见,所以这也解释了为何其上市24年来,复权后股票累计上涨近300倍,堪称“乳中茅台”。截至6月2日收盘,伊利股份股息率已经达到2.82%,不止高于余额宝1.51%的年化收益率,甚至高于10年期国债2.72%的年化收益率。也就是说,伊利股份的投资者仅靠分红收益就能跑赢小资金和大资金的主流投资方式收益。(编辑:林辰)关键字:","news_type":1},"isVote":1,"tweetType":1,"viewCount":1514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":967333917,"gmtCreate":1584536067139,"gmtModify":1704354706419,"author":{"id":"3543970855467732","authorId":"3543970855467732","name":"LuoJiaL","avatar":"https://static.tigerbbs.com/222bb6c461600c974fb08cf572931563","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3543970855467732","authorIdStr":"3543970855467732"},"themes":[],"htmlText":"为啥美元回流会造成港股遭殃?","listText":"为啥美元回流会造成港股遭殃?","text":"为啥美元回流会造成港股遭殃?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/967333917","repostId":"2020896652","repostType":2,"isVote":1,"tweetType":1,"viewCount":1569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":964177726,"gmtCreate":1584341623065,"gmtModify":1704353546557,"author":{"id":"3543970855467732","authorId":"3543970855467732","name":"LuoJiaL","avatar":"https://static.tigerbbs.com/222bb6c461600c974fb08cf572931563","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3543970855467732","authorIdStr":"3543970855467732"},"themes":[],"htmlText":"为啥?","listText":"为啥?","text":"为啥?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/964177726","repostId":"2019861886","repostType":2,"isVote":1,"tweetType":1,"viewCount":1057,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":956667612,"gmtCreate":1591679593536,"gmtModify":1704196410639,"author":{"id":"3543970855467732","authorId":"3543970855467732","name":"LuoJiaL","avatar":"https://static.tigerbbs.com/222bb6c461600c974fb08cf572931563","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3543970855467732","authorIdStr":"3543970855467732"},"themes":[],"htmlText":"我这个斥巨资购入两百股的小股东守着伊利半年多了,谢谢伊利给予投资者的分红,跟着你有肉吃有酒喝,公司盈利作为投资者的我们也跟着收获满满。让我们切实感受到伊利公司的大方。","listText":"我这个斥巨资购入两百股的小股东守着伊利半年多了,谢谢伊利给予投资者的分红,跟着你有肉吃有酒喝,公司盈利作为投资者的我们也跟着收获满满。让我们切实感受到伊利公司的大方。","text":"我这个斥巨资购入两百股的小股东守着伊利半年多了,谢谢伊利给予投资者的分红,跟着你有肉吃有酒喝,公司盈利作为投资者的我们也跟着收获满满。让我们切实感受到伊利公司的大方。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/956667612","repostId":"2041648500","repostType":2,"isVote":1,"tweetType":1,"viewCount":1514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":967333917,"gmtCreate":1584536067139,"gmtModify":1704354706419,"author":{"id":"3543970855467732","authorId":"3543970855467732","name":"LuoJiaL","avatar":"https://static.tigerbbs.com/222bb6c461600c974fb08cf572931563","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3543970855467732","authorIdStr":"3543970855467732"},"themes":[],"htmlText":"为啥美元回流会造成港股遭殃?","listText":"为啥美元回流会造成港股遭殃?","text":"为啥美元回流会造成港股遭殃?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/967333917","repostId":"2020896652","repostType":2,"repost":{"id":"2020896652","kind":"highlight","weMediaInfo":{"introduction":"坚守初心,不随俗流。用一颗匠子心打造一个具有广度、深度、高度、温度的港股交流圈","home_visible":1,"media_name":"丫丫港股圈","id":"1055767104","head_image":"https://static.tigerbbs.com/e72e80eef358bde27914deb6b2315953"},"pubTimestamp":1584524133,"share":"https://www.laohu8.com/m/news/2020896652?lang=&edition=full","pubTime":"2020-03-18 17:35","market":"hk","language":"zh","title":"港股复盘:桥水会成为雷曼2.0?","url":"https://stock-news.laohu8.com/highlight/detail?id=2020896652","media":"丫丫港股圈","summary":"有传桥水爆仓","content":"<html><body><p><font face=\"Microsoft Yahei\"><span>美国</span><span>的</span><span>抗疫救经济措施</span><span>逐渐出现</span><span>眉目</span><span>,</span><span>规模</span><span>或会达到</span><span>1</span><span>.2</span><span>万亿</span><span>美元,加上</span><span>计划放宽银行流动性</span><span>,组合拳再次刺激美股大幅收涨。</span><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><span><span>事实上,昨天晚上恒指期货一度跌超</span><span>1100点,但早上醒来又是另一回事,甚至转为上涨200多点,这种拉锯战基本每晚都在上演。</span></span><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><span><span>原本以为美股大涨有利今天股市,但不要忘记,现在每天都是独立行情,恒指</span><span>1000点波幅已是见怪不怪。</span></span><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><b><span>对于今天大市,早上盘中传出</span></b><b><span>桥水</span></b><b><span><span>接近爆仓的消息,直接令恒指再次暴跌</span><span>1000点。</span></span></b><b><span><o:p></o:p></span></b></font></p><p><font face=\"Microsoft Yahei\"><span>在朋友间广传的聊天记录你可能已看过,内容简而言之,就是沙特和其他投资者提前巨额赎回,但</span><span>桥水</span><span>基金没有可以兑现的现金流。</span><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><span><span>加上在因</span><span>2008年金融风暴而设立的沃尔克规则下,银行又不可以拥有或资助对私募基金和对冲基金的投资,令到</span></span><span>桥水无处可借</span><span>。</span><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><span>桥水</span><span><span>作为全球最大对冲基金,管理资产达到</span><span>1,600亿美元,虽然低于当年雷曼2,750亿美元的规模,但出现危机的话一定会成为雷曼2.0,引发可怕的连锁反应。</span></span><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><span><span>不过,根据资料,今年以来桥水旗舰</span><span>Pure Alpha对冲基金大跌21%,虽然不能复制2008年逆市上升9.4%的神话,但表现实际也没有差于指数。</span></span><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><span><o:p> </o:p></span><img src=\"http://admin.yyhkstock.com/upload/picture/20200318/53f1f65988097b84e34ef093a55f2766.png\"/></font></p><p><font face=\"Microsoft Yahei\"><span>另外,在信件中,</span><b><span>Ray Dailo有特别强调到基金有保持着一贯的流动性,以应对不同情况,亦包括容投资者赎回。</span></b><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><span><o:p> </o:p></span><img src=\"http://admin.yyhkstock.com/upload/picture/20200318/caddc7c1dc1eafd2d7de9fa39fd0705b.png\"/></font></p><p><font face=\"Microsoft Yahei\"><span>因此,根据基金表现,与其说是爆仓,潜在危机更多是来自巨额赎回所引发的流动性问题。</span><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><span>事实上,</span><b><span>正因为这种流动性</span></b><b><span>枯竭</span></b><b><span>,</span></b><b><span>美联储</span></b><b><span>才会</span></b><b><span>这么急着要降息</span></b><b><span>。</span></b><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><span>但目前疫情还未受控制,市场的信心仍然缺失,美元流动性恐慌并没有因为</span><span>美联储</span><span>而停止。</span><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><span><span>可以看到,在美元不停从外面回流下,美元指数近日急升。另外,</span><span>3个月美元LIBOR今天亦飙升,创2008年以来最大涨幅。</span></span><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><span>这一切均指向美元流动性的恐慌。</span><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><span><o:p> </o:p></span><img src=\"http://admin.yyhkstock.com/upload/picture/20200318/a167419582f34193a335082c57d3e2bf.png\"/></font></p><p><font face=\"Microsoft Yahei\"><span>来源:</span><span>investing.com</span><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><b><span>总而言之,美元急速回流,港股一定遭殃。</span></b><b><span><o:p></o:p></span></b></font></p><p><font face=\"Microsoft Yahei\"><span><span>回到大市,恒指收跌</span><span>971点,报22,291点,成交1,660亿。北上资金净流出63.97亿,南下资金净流入70.42亿。</span></span><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><span><span>今天早上恒指反弹</span><span>200多点,相信欺骗了不少人。</span></span><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><span><span>尤其是昨天提到的物业股,不少个股反弹的涨幅达到</span><span>10%,但到了收市,完全是另一番景象。其中,<a href=\"https://laohu8.com/S/09928\">时代邻里</a>(9928.HK)和蓝光嘉宝(2606.HK)更跌超9%。</span></span><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><span>当然,在恐慌过后,行业确定性高的优点又会再度浮现,但在此时此刻,部份个股的估值还是相当高。</span><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><span><span>整体而言,桥水爆仓的消息,确实令市场慌了,不少个股跌超</span><span>10%,包括舜宇(2382.HK)、中兴(0763.HK)、<a href=\"https://laohu8.com/S/02331\">李宁</a>(2331.HK)等。</span></span><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><span><span>事实上,不论以</span><span>PE或是股息率去看,目前港股已经处于历史低位区间,甚至PB也低于1,近10年也只有2016年时发生过。</span></span><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><span>以数据来看,安全边际非常高,不过,亦正如昨天所说,当外资杀到极致的时候,任何事情也不值得一提。</span><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><b><span>长期看,现在抄底不会错,问题只在于,你能否承担得了</span></b><b><span>中间的波动</span></b><b><span><span>。短期而言,美股大概率还有很多负面消息未出,而恒指也会继续出现</span><span>1000点的波幅。</span></span></b><b><span><o:p></o:p></span></b></font></p><p><font face=\"Microsoft Yahei\"><span><o:p> </o:p></span><img src=\"http://admin.yyhkstock.com/upload/picture/20200318/8a8d1261bd6311f4798153cd1e7c7424.png\"/></font></p><p><span><font face=\"Microsoft Yahei\"><span>来源:</span><span>WIND</span></font></span><span><o:p></o:p></span></p></body></html>","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>港股复盘:桥水会成为雷曼2.0?</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港股复盘:桥水会成为雷曼2.0?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1055767104\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e72e80eef358bde27914deb6b2315953);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">丫丫港股圈 </p>\n<p class=\"h-time\">2020-03-18 17:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><font face=\"Microsoft Yahei\"><span>美国</span><span>的</span><span>抗疫救经济措施</span><span>逐渐出现</span><span>眉目</span><span>,</span><span>规模</span><span>或会达到</span><span>1</span><span>.2</span><span>万亿</span><span>美元,加上</span><span>计划放宽银行流动性</span><span>,组合拳再次刺激美股大幅收涨。</span><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><span><span>事实上,昨天晚上恒指期货一度跌超</span><span>1100点,但早上醒来又是另一回事,甚至转为上涨200多点,这种拉锯战基本每晚都在上演。</span></span><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><span><span>原本以为美股大涨有利今天股市,但不要忘记,现在每天都是独立行情,恒指</span><span>1000点波幅已是见怪不怪。</span></span><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><b><span>对于今天大市,早上盘中传出</span></b><b><span>桥水</span></b><b><span><span>接近爆仓的消息,直接令恒指再次暴跌</span><span>1000点。</span></span></b><b><span><o:p></o:p></span></b></font></p><p><font face=\"Microsoft Yahei\"><span>在朋友间广传的聊天记录你可能已看过,内容简而言之,就是沙特和其他投资者提前巨额赎回,但</span><span>桥水</span><span>基金没有可以兑现的现金流。</span><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><span><span>加上在因</span><span>2008年金融风暴而设立的沃尔克规则下,银行又不可以拥有或资助对私募基金和对冲基金的投资,令到</span></span><span>桥水无处可借</span><span>。</span><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><span>桥水</span><span><span>作为全球最大对冲基金,管理资产达到</span><span>1,600亿美元,虽然低于当年雷曼2,750亿美元的规模,但出现危机的话一定会成为雷曼2.0,引发可怕的连锁反应。</span></span><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><span><span>不过,根据资料,今年以来桥水旗舰</span><span>Pure Alpha对冲基金大跌21%,虽然不能复制2008年逆市上升9.4%的神话,但表现实际也没有差于指数。</span></span><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><span><o:p> </o:p></span><img src=\"http://admin.yyhkstock.com/upload/picture/20200318/53f1f65988097b84e34ef093a55f2766.png\"/></font></p><p><font face=\"Microsoft Yahei\"><span>另外,在信件中,</span><b><span>Ray Dailo有特别强调到基金有保持着一贯的流动性,以应对不同情况,亦包括容投资者赎回。</span></b><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><span><o:p> </o:p></span><img src=\"http://admin.yyhkstock.com/upload/picture/20200318/caddc7c1dc1eafd2d7de9fa39fd0705b.png\"/></font></p><p><font face=\"Microsoft Yahei\"><span>因此,根据基金表现,与其说是爆仓,潜在危机更多是来自巨额赎回所引发的流动性问题。</span><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><span>事实上,</span><b><span>正因为这种流动性</span></b><b><span>枯竭</span></b><b><span>,</span></b><b><span>美联储</span></b><b><span>才会</span></b><b><span>这么急着要降息</span></b><b><span>。</span></b><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><span>但目前疫情还未受控制,市场的信心仍然缺失,美元流动性恐慌并没有因为</span><span>美联储</span><span>而停止。</span><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><span><span>可以看到,在美元不停从外面回流下,美元指数近日急升。另外,</span><span>3个月美元LIBOR今天亦飙升,创2008年以来最大涨幅。</span></span><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><span>这一切均指向美元流动性的恐慌。</span><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><span><o:p> </o:p></span><img src=\"http://admin.yyhkstock.com/upload/picture/20200318/a167419582f34193a335082c57d3e2bf.png\"/></font></p><p><font face=\"Microsoft Yahei\"><span>来源:</span><span>investing.com</span><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><b><span>总而言之,美元急速回流,港股一定遭殃。</span></b><b><span><o:p></o:p></span></b></font></p><p><font face=\"Microsoft Yahei\"><span><span>回到大市,恒指收跌</span><span>971点,报22,291点,成交1,660亿。北上资金净流出63.97亿,南下资金净流入70.42亿。</span></span><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><span><span>今天早上恒指反弹</span><span>200多点,相信欺骗了不少人。</span></span><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><span><span>尤其是昨天提到的物业股,不少个股反弹的涨幅达到</span><span>10%,但到了收市,完全是另一番景象。其中,<a href=\"https://laohu8.com/S/09928\">时代邻里</a>(9928.HK)和蓝光嘉宝(2606.HK)更跌超9%。</span></span><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><span>当然,在恐慌过后,行业确定性高的优点又会再度浮现,但在此时此刻,部份个股的估值还是相当高。</span><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><span><span>整体而言,桥水爆仓的消息,确实令市场慌了,不少个股跌超</span><span>10%,包括舜宇(2382.HK)、中兴(0763.HK)、<a href=\"https://laohu8.com/S/02331\">李宁</a>(2331.HK)等。</span></span><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><span><span>事实上,不论以</span><span>PE或是股息率去看,目前港股已经处于历史低位区间,甚至PB也低于1,近10年也只有2016年时发生过。</span></span><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><span>以数据来看,安全边际非常高,不过,亦正如昨天所说,当外资杀到极致的时候,任何事情也不值得一提。</span><span><o:p></o:p></span></font></p><p><font face=\"Microsoft Yahei\"><b><span>长期看,现在抄底不会错,问题只在于,你能否承担得了</span></b><b><span>中间的波动</span></b><b><span><span>。短期而言,美股大概率还有很多负面消息未出,而恒指也会继续出现</span><span>1000点的波幅。</span></span></b><b><span><o:p></o:p></span></b></font></p><p><font face=\"Microsoft Yahei\"><span><o:p> </o:p></span><img src=\"http://admin.yyhkstock.com/upload/picture/20200318/8a8d1261bd6311f4798153cd1e7c7424.png\"/></font></p><p><span><font face=\"Microsoft Yahei\"><span>来源:</span><span>WIND</span></font></span><span><o:p></o:p></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"513600":"恒生指数ETF","02833":"恒指ETF","HSI":"恒生指数"},"source_url":"http://admin.yyhkstock.com/mobile_detail?id=1041","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2020896652","content_text":"美国的抗疫救经济措施逐渐出现眉目,规模或会达到1.2万亿美元,加上计划放宽银行流动性,组合拳再次刺激美股大幅收涨。事实上,昨天晚上恒指期货一度跌超1100点,但早上醒来又是另一回事,甚至转为上涨200多点,这种拉锯战基本每晚都在上演。原本以为美股大涨有利今天股市,但不要忘记,现在每天都是独立行情,恒指1000点波幅已是见怪不怪。对于今天大市,早上盘中传出桥水接近爆仓的消息,直接令恒指再次暴跌1000点。在朋友间广传的聊天记录你可能已看过,内容简而言之,就是沙特和其他投资者提前巨额赎回,但桥水基金没有可以兑现的现金流。加上在因2008年金融风暴而设立的沃尔克规则下,银行又不可以拥有或资助对私募基金和对冲基金的投资,令到桥水无处可借。桥水作为全球最大对冲基金,管理资产达到1,600亿美元,虽然低于当年雷曼2,750亿美元的规模,但出现危机的话一定会成为雷曼2.0,引发可怕的连锁反应。不过,根据资料,今年以来桥水旗舰Pure Alpha对冲基金大跌21%,虽然不能复制2008年逆市上升9.4%的神话,但表现实际也没有差于指数。 另外,在信件中,Ray Dailo有特别强调到基金有保持着一贯的流动性,以应对不同情况,亦包括容投资者赎回。 因此,根据基金表现,与其说是爆仓,潜在危机更多是来自巨额赎回所引发的流动性问题。事实上,正因为这种流动性枯竭,美联储才会这么急着要降息。但目前疫情还未受控制,市场的信心仍然缺失,美元流动性恐慌并没有因为美联储而停止。可以看到,在美元不停从外面回流下,美元指数近日急升。另外,3个月美元LIBOR今天亦飙升,创2008年以来最大涨幅。这一切均指向美元流动性的恐慌。 来源:investing.com总而言之,美元急速回流,港股一定遭殃。回到大市,恒指收跌971点,报22,291点,成交1,660亿。北上资金净流出63.97亿,南下资金净流入70.42亿。今天早上恒指反弹200多点,相信欺骗了不少人。尤其是昨天提到的物业股,不少个股反弹的涨幅达到10%,但到了收市,完全是另一番景象。其中,时代邻里(9928.HK)和蓝光嘉宝(2606.HK)更跌超9%。当然,在恐慌过后,行业确定性高的优点又会再度浮现,但在此时此刻,部份个股的估值还是相当高。整体而言,桥水爆仓的消息,确实令市场慌了,不少个股跌超10%,包括舜宇(2382.HK)、中兴(0763.HK)、李宁(2331.HK)等。事实上,不论以PE或是股息率去看,目前港股已经处于历史低位区间,甚至PB也低于1,近10年也只有2016年时发生过。以数据来看,安全边际非常高,不过,亦正如昨天所说,当外资杀到极致的时候,任何事情也不值得一提。长期看,现在抄底不会错,问题只在于,你能否承担得了中间的波动。短期而言,美股大概率还有很多负面消息未出,而恒指也会继续出现1000点的波幅。 来源:WIND","news_type":1},"isVote":1,"tweetType":1,"viewCount":1569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":964177726,"gmtCreate":1584341623065,"gmtModify":1704353546557,"author":{"id":"3543970855467732","authorId":"3543970855467732","name":"LuoJiaL","avatar":"https://static.tigerbbs.com/222bb6c461600c974fb08cf572931563","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3543970855467732","authorIdStr":"3543970855467732"},"themes":[],"htmlText":"为啥?","listText":"为啥?","text":"为啥?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/964177726","repostId":"2019861886","repostType":2,"repost":{"id":"2019861886","kind":"highlight","pubTimestamp":1584340991,"share":"https://www.laohu8.com/m/news/2019861886?lang=&edition=full","pubTime":"2020-03-16 14:43","market":"hk","language":"zh","title":"快讯:港股恒指跌幅扩大至4% 科技股、内房股集体暴跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2019861886","media":"新浪港股","summary":"3月16日消息,港股恒指跌幅扩大至4%,国企指数跌4.5%;红筹指数跌4.15%。科技股、内房股集体暴跌。","content":"<html><body><div>\n<p> 3月16日消息,港股恒指跌幅扩大至4%,国企指数跌4.5%;红筹指数跌4.15%。科技股、内房股集体暴跌。</p>\n</div></body></html>","source":"highlight_sina","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>快讯:港股恒指跌幅扩大至4% 科技股、内房股集体暴跌</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快讯:港股恒指跌幅扩大至4% 科技股、内房股集体暴跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-03-16 14:43 北京时间 <a href=https://finance.sina.com.cn/stock/hkstock/marketalerts/2020-03-16/doc-iimxyqwa0871412.shtml><strong>新浪港股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月16日消息,港股恒指跌幅扩大至4%,国企指数跌4.5%;红筹指数跌4.15%。科技股、内房股集体暴跌。</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/marketalerts/2020-03-16/doc-iimxyqwa0871412.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a00dac9da971ee0e08b72a17d0d0b507","relate_stocks":{"TTTN":"老虎中美互联网巨头ETF","HSI":"恒生指数","QNETCN":"纳斯达克中美互联网老虎指数","03086":"华夏纳指"},"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2020-03-16/doc-iimxyqwa0871412.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2019861886","content_text":"3月16日消息,港股恒指跌幅扩大至4%,国企指数跌4.5%;红筹指数跌4.15%。科技股、内房股集体暴跌。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1057,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}