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mc666
2021-08-13
挖槽,木头姐把百度买回来了?之前清仓了呀
外资清仓中概股?这些没抛,“木头姐”表态来了
mc666
2021-07-27
$一起教育科技(YQ)$
不择手段拉高出货了,不管不顾了
mc666
2021-07-24
$腾讯音乐(TME)$
最后一跌,大家挺住
mc666
2021-07-24
$一起教育科技(YQ)$
8块钱看到满仓进场的,之后阴跌有人说到2.5的,现在大家还好吗?10块进,8.5割肉的走过。
mc666
2021-07-15
$滴滴(DIDI)$
好一个2300万股
mc666
2021-06-26
$百度(BIDU)$
baidu涨因为ark清仓了,可以涨了和spce一样,可见ark有毒。
mc666
2021-06-11
$研控科技(RCON)$
杀猪盘啊
mc666
2021-06-10
$多尼斯(DOGZ)$
每次你涨完大盘就要回调了
mc666
2021-05-07
$腾讯音乐(TME)$
短期到底了
mc666
2021-04-30
$腾讯音乐(TME)$
明天接着跌,想解套是不可能的。庄家都不傻。
mc666
2021-04-28
$fuboTV Inc.(FUBO)$
morgan stanley减仓220万股。。
mc666
2021-02-26
$游戏驿站(GME)$
大家对明天涨到800的新闻怎么看?要涨636%,早盘会不会$300高开?
mc666
2020-05-07
$美国航空(AAL)$
8000万股做空今天硬是连续8次跌不破9.09?就问你有多少支撑。。。就等你跌破了朝5块钱走。。。周五非农也就这两天的事了,跌破了我就认输割肉。。。
mc666
2020-04-03
$瑞幸咖啡(LK)$
可以卖了,1300万股等着解套!
mc666
2020-04-03
$瑞幸咖啡(LK)$
还是要说一下,昨天成交量在8元有400万股9元有500万股跌回8元又有400万股,早盘从跌14%一直拉到6%,都是几万股的买入拉升股价,避免大家开盘踩踏,大家懂得,大量资金在8,9元被套,他们会想办法解套的,所以6元什么的很安全,破产是必然的,但是是之后的事。
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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"BIDU":"百度","BABA":"阿里巴巴"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151301033","content_text":"以软银为首的外资暂停投资中国资产的事件还在发酵,不过,不少资管巨头即便减仓,仍然看好中国的长期投资机会,并没有退出持有看好的中国资产,相反,一些外资机构看到转型中的投资机会,加大在特定领域的投资。\n调仓主要出于市场风险\n随着近期资管巨头不断披露二季报持仓,一些大幅度缩减中概股的消息不断浮出水面:资管巨头贝莱德大幅削减阿里巴巴仓位:减持阿里巴巴7402万股,减持幅度高达88.28%,持仓市值从190亿美元降至22.29亿美元。\n需要明确的是,这家资管巨头的调仓发生在监管政策出台之前。这种清仓式减持,要么是对监管风险的提前预判,要么是出于对市场趋势研读的过人判断力。实际上,业内人士认为,中国政府倾向于 “反周期”,在宏观环境有所改善的时候会加大监管政策力度。这意味着,机构如果因此提前有所准备并行动迅速,就能避免严重损失。二季度以来,阿里巴巴最多下跌了18%。\n相较于二级市场的波动,政策监管变化对于一级市场和私募股权市场的影响更加深远。被报暂停在中国投资的软银,也表态会在事态明朗化后积极恢复投资。\n据路透社,软银社长孙正义表示,愿景基金有 23% 是投资于中国,但基金并未倚赖特定区域,投资相当均衡。他称中国科技业者正陷于困境但表现良好,股价应该会回升,而随着事态明朗化,将恢复在中国积极投资。\n愿景基金首席财务官 Navneet Govil 表示,虽然监管整顿影响了回报预期,但对中国的整体看法是不变的:中国仍然是一个巨大的、不断增长和引人注目的投资机会。\n减仓派“木头姐”至少持百亿中国资产\n长期赛道选手逢低买入\n美国主动管理科技基金的代表“木头姐”,在其旗舰基金清仓相关中概股持仓,但其余规模稍小的基金中,持有中概股比例并不低。\n截至8月11日,方舟自动化及机器人ETF中仍持有京东、百度、小牛电动和比亚迪,合计持股比率达8.71%;持仓市值近25亿美元(约合160亿元人民币),显示出其对于电商及新能源车的信心。\n\n“木头姐”也表态对中国资产仍持有“开放态度”。在本周二的网络研讨会上,她表示在投资中国资产这一问题上,其关注领域中许多公司多方面包括值等都在下降,可能不会很快恢复,甚至可能会进一步下跌。但她也明确,会在创新领域发现一些非常有趣的公司,所以会对此保持开放的态度。\n更有机构乘机抄底。知名长线科技投资机构柏基投资(Baillie Gifford),在 7 月末港股大幅波动之时,大幅加仓美团,持股比例增至 5.12%。\n目前,哪些领域会受到政府政策影响仍然受到外资高度关注,摩根士丹利就在近期一份研报中列出了包括可能受到影响的领域,包括科技、地产、消费、医疗及碳中和等。\n\n哪些赛道被外资看好?\n随着政府大力监管教培及垄断性的科技巨头,部分外资开始调转在中国的投资方向。许多受到政策鼓励的行业,被外资视为政策调整下涌现出来的新赛道:\n房屋租赁市场:\n今年政府加强了购房限制,大力控制房价,并吸引资金帮助提供出租房,这引起了大量外资机构的兴趣。APG 资产管理公司准备在未来 3 至 5 年内向中国出租房屋投入约12亿美元,这家美国私募股权巨头投资了不少中国的公寓租赁品牌如魔方、自如等。黑石集团和华平投资等海外投资者也正加大投资这一领域。\n外资认为,长期租赁住房是中国的下一个重大机遇,就像 10 年前的物流中心或 5 年前的数据中心。上海、北京等大城市日益增长的人口密度、严格的购房限制以及推迟结婚和生育等因素,将促进对多户型住房长租的需求。\n医疗数字化:\n尽管中国在电子商务、移动支付和外卖等领域已经完全数字化,走在全球前列,但医疗保健却没有迅速更上。中国的医疗保健可能很快就会面临数字化快速增长拐点,“木头姐”旗下的方舟集团看到了该行业的巨大机遇。根据方舟集团本周发布的研究报告,一些公司可能会从此转型中获益匪浅。\n该研报指出,数字化转型可以减轻医院的压力,可以发力的领域包括在线咨询、人工智能辅助的临床诊断系统、数字化医疗应用程序、处方药配送到家以及专业护理平台,数字化转型会使超负荷工作的医生看病更有效率,病人也会得到更好的服务和治疗。\n方舟集团估计,随着数字化转型,中国的在线问诊可能会大幅增加,从2019年占所有医疗就诊的6% 增加到2025年的50% ,从15亿美元增长为规模达500亿美元的市场。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":803032618,"gmtCreate":1627395990134,"gmtModify":1627395990134,"author":{"id":"3547052850678342","authorId":"3547052850678342","name":"mc666","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547052850678342","authorIdStr":"3547052850678342"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YQ\">$一起教育科技(YQ)$</a>不择手段拉高出货了,不管不顾了","listText":"<a 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