奇思异想的个人主页 - 老虎社区

奇思异想

奇思异想

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0勋章

09-30

老虎卡片大作战

08-09

杠杆永远要小心[得意] [愤怒] [无语] [无语] [贱笑] [白眼] [白眼] [难过] [喷血]

08-09

😏😏😒🌚回血中啊啊啊啊啊啊啊啊

08-09

亏炸了，啥时刻回本[得意] [无语] [无语] [喷血] [可爱] [喷血] [喷血] [冷漠]

07-29

[呆住] [财迷]

07-22

[鬼脸] [无语]

07-15

[愤怒]

07-08

[无语] [财迷] [难过] [喷血] [冷漠] [贱笑] [喷血] [贱笑] [愤怒] [喷血] [喷血] [冷漠] [愤怒]

07-08

冲冲冲冲冲牛牛牛牛[开心] [开心] [难过] [难过]

07-02

$SOXS 20240705 23.0 CALL$ 冲

07-02

yyds，冲冲冲冲冲[呆住] [财迷] [无语] [难过] [开心]

06-28

十年信赖，一起创未来

ys查看详情：十年信赖，一起创未来我在参加老虎“探索宝藏功能，赢1010美元奖励”活动，一起来拿奖励吧此帖仅开放于中国大陆用户

十年信赖，一起创未来

06-28

十年信赖，一起创未来

ys查看详情：十年信赖，一起创未来我在参加老虎“探索宝藏功能，赢1010美元奖励”活动，一起来拿奖励吧此帖仅开放于中国大陆用户

十年信赖，一起创未来

06-28

十年信赖，一起创未来

查看详情：十年信赖，一起创未来我在参加老虎“探索宝藏功能，赢1010美元奖励”活动，一起来拿奖励吧此帖仅开放于中国大陆用户

十年信赖，一起创未来

06-28

十年信赖，一起创未来

y查看详情：十年信赖，一起创未来我在参加老虎“探索宝藏功能，赢1010美元奖励”活动，一起来拿奖励吧此帖仅开放于中国大陆用户

十年信赖，一起创未来

06-28

十年信赖，一起创未来

yd查看详情：十年信赖，一起创未来我在参加老虎“探索宝藏功能，赢1010美元奖励”活动，一起来拿奖励吧此帖仅开放于中国大陆用户

十年信赖，一起创未来

06-28

十年信赖，一起创未来

查看详情：十年信赖，一起创未来我在参加老虎“探索宝藏功能，赢1010美元奖励”活动，一起来拿奖励吧此帖仅开放于中国大陆用户

十年信赖，一起创未来

06-28

十年信赖，一起创未来

yyds查看详情：十年信赖，一起创未来我在参加老虎“探索宝藏功能，赢1010美元奖励”活动，一起来拿奖励吧此帖仅开放于中国大陆用户

十年信赖，一起创未来

06-28

yyds

@小虎活动:【老虎十周年】探索宝藏功能，赢1010美元奖励

06-28

yyds

@小虎活动:【老虎十周年】探索宝藏功能，赢1010美元奖励

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而从业绩上看，近年来，瑞幸业绩持续向好。瑞幸财报显示，2021年公司实现了7.74亿元的净利润，实现了有史以来的首次年度盈利。今年在保持一季度实现盈利后，二季度，瑞幸实现总净收入约32.99亿元人民币，同比增长72.4%；美国会计准则（GAAP）下营业利润约 2.42亿元，较上年同期扭亏为盈。 对于瑞幸的未来，马自铭表示，他对瑞幸的前景以及瑞幸在美国重新上市的可能性非常乐观。“我告诉你这是一家好公司，我已经审查过了并且做了功课，只要瑞幸公司继续增长，雪湖打算持有瑞幸股票多年。” 随着中","listText":"&nbsp; 从中外历史来看餐饮消费股是可以穿越牛熊的超长线品种。美股$麦当劳(MCD)$ 2000亿刀，星爸爸1200亿刀，万豪宅酒店500亿刀。$达美乐比萨(DPZ)$ 200亿刀，这些股票带给投资者的长期回报相当可观 回到中概股方面，你可曾想到，2022年最强中概之一竟然是曾经深陷财务造假旋涡的瑞幸。截至2022年12月4日瑞幸的年内涨幅已经达到的127%。如果从进入粉单市场的最低点一块左右算起，小蓝杯已经完成一波两年二十倍的惊人涨幅。事出反常必然有妖！前不久曾做空 瑞幸如今公开看多瑞幸，雪湖资本两年的时间里对瑞幸态度大变。 11月7日，雪湖资本创始人兼首席执行官马自铭在网络平台发表了一份文章，并公开表示，“瑞幸咖啡的浴火重生是‘中国商业史上的奇迹’”。在其附上的81页的研报中也详细表达了对瑞幸的看多，称坚定看好瑞幸的未来，并表示“瑞幸在中国超越星巴克只是时间问题 。”研报中，马自铭运用了“天时、地利、人和”三点也描述瑞幸近两年的变化。具体来看，“天时”即疫情之下，瑞幸咖啡点单自提的销售模式有助其争取更多市场份额；“地利”即瑞幸推出的黑糖波比拿铁、生椰拿铁等咖啡产品更合国人胃口，有助于扩大目标市场 。“人和”即瑞幸目前由总部位于北京的私募股权公司大钲资本控制，并彻底重组了瑞幸的管理层。 而从业绩上看，近年来，瑞幸业绩持续向好。瑞幸财报显示，2021年公司实现了7.74亿元的净利润，实现了有史以来的首次年度盈利。今年在保持一季度实现盈利后，二季度，瑞幸实现总净收入约32.99亿元人民币，同比增长72.4%；美国会计准则（GAAP）下营业利润约 2.42亿元，较上年同期扭亏为盈。 对于瑞幸的未来，马自铭表示，他对瑞幸的前景以及瑞幸在美国重新上市的可能性非常乐观。“我告诉你这是一家好公司，我已经审查过了并且做了功课，只要瑞幸公司继续增长，雪湖打算持有瑞幸股票多年。” 随着中","text":"从中外历史来看餐饮消费股是可以穿越牛熊的超长线品种。美股$麦当劳(MCD)$ 2000亿刀，星爸爸1200亿刀，万豪宅酒店500亿刀。$达美乐比萨(DPZ)$ 200亿刀，这些股票带给投资者的长期回报相当可观 回到中概股方面，你可曾想到，2022年最强中概之一竟然是曾经深陷财务造假旋涡的瑞幸。截至2022年12月4日瑞幸的年内涨幅已经达到的127%。如果从进入粉单市场的最低点一块左右算起，小蓝杯已经完成一波两年二十倍的惊人涨幅。事出反常必然有妖！前不久曾做空 瑞幸如今公开看多瑞幸，雪湖资本两年的时间里对瑞幸态度大变。 11月7日，雪湖资本创始人兼首席执行官马自铭在网络平台发表了一份文章，并公开表示，“瑞幸咖啡的浴火重生是‘中国商业史上的奇迹’”。在其附上的81页的研报中也详细表达了对瑞幸的看多，称坚定看好瑞幸的未来，并表示“瑞幸在中国超越星巴克只是时间问题 。”研报中，马自铭运用了“天时、地利、人和”三点也描述瑞幸近两年的变化。具体来看，“天时”即疫情之下，瑞幸咖啡点单自提的销售模式有助其争取更多市场份额；“地利”即瑞幸推出的黑糖波比拿铁、生椰拿铁等咖啡产品更合国人胃口，有助于扩大目标市场 。“人和”即瑞幸目前由总部位于北京的私募股权公司大钲资本控制，并彻底重组了瑞幸的管理层。 而从业绩上看，近年来，瑞幸业绩持续向好。瑞幸财报显示，2021年公司实现了7.74亿元的净利润，实现了有史以来的首次年度盈利。今年在保持一季度实现盈利后，二季度，瑞幸实现总净收入约32.99亿元人民币，同比增长72.4%；美国会计准则（GAAP）下营业利润约 2.42亿元，较上年同期扭亏为盈。 对于瑞幸的未来，马自铭表示，他对瑞幸的前景以及瑞幸在美国重新上市的可能性非常乐观。“我告诉你这是一家好公司，我已经审查过了并且做了功课，只要瑞幸公司继续增长，雪湖打算持有瑞幸股票多年。” 随着中","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":13,"commentSize":6,"repostSize":1,"link":"https://laohu8.com/post/629165888","isVote":1,"tweetType":1,"viewCount":6824,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010288","authorId":"10000000000010288","name":"姊妹七个","avatar":"https://static.tigerbbs.com/484b67aa9aa453dae8e5f7d201a5689a","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010288","authorIdStr":"10000000000010288"},"content":"瑞幸有机会从粉单市场重新回去嘛，或者是来到港股。","text":"瑞幸有机会从粉单市场重新回去嘛，或者是来到港股。","html":"瑞幸有机会从粉单市场重新回去嘛，或者是来到港股。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355075373764848,"gmtCreate":1727697851788,"gmtModify":1727697854087,"author":{"id":"3554604160063461","authorId":"3554604160063461","name":"奇思异想","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554604160063461","authorIdStr":"3554604160063461"},"themes":[],"htmlText":"老虎卡片大作战","listText":"老虎卡片大作战","text":"老虎卡片大作战","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355075373764848","isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314588317446488,"gmtCreate":1717834628109,"gmtModify":1717834630372,"author":{"id":"3554604160063461","authorId":"3554604160063461","name":"奇思异想","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554604160063461","authorIdStr":"3554604160063461"},"themes":[],"htmlText":"下个月要努力了。[捂脸]&nbsp;&nbsp;[笑哭]&nbsp;&nbsp;[笑哭]&nbsp;&nbsp;[笑哭]&nbsp;&nbsp;[难过]&nbsp;&nbsp;","listText":"下个月要努力了。[捂脸]&nbsp;&nbsp;[笑哭]&nbsp;&nbsp;[笑哭]&nbsp;&nbsp;[笑哭]&nbsp;&nbsp;[难过]&nbsp;&nbsp;","text":"下个月要努力了。[捂脸] [笑哭] [笑哭] [笑哭] [难过]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314588317446488","isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680884298,"gmtCreate":1654874649619,"gmtModify":1704860769280,"author":{"id":"3554604160063461","authorId":"3554604160063461","name":"奇思异想","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554604160063461","authorIdStr":"3554604160063461"},"themes":[],"htmlText":"6月11日小虎生日快乐，对我来讲就是平淡的一天，享受平静<a href=\"https://laohu8.com/U/3493360076813144\">@斯八达带头大哥</a><a href=\"https://laohu8.com/U/3507165607850338\">@JRcapital</a><a href=\"https://laohu8.com/U/3536914495759688\">@只是备忘录</a><a href=\"https://laohu8.com/U/3500032051904306\">@相信未来已来</a><a href=\"https://laohu8.com/U/3511360043993023\">@NaNa说美股</a><a href=\"https://laohu8.com/U/3550611446139886\">@赚钱养tata</a><a href=\"https://laohu8.com/U/3547680216499565\">@PatrickLee</a><a href=\"https://laohu8.com/U/3481633642441925\">@老生煎</a><a href=\"https://laohu8.com/U/3518521855762096\">@面哥投资笔记</a><a href=\"https://laohu8.com/U/3517459042867969\">@王海天</a><a href=\"https://laohu8.com/U/3511360043993023\">@NaNa说美股</a><a href=\"https://laohu8.com/U/3511360043993023\">@NaNa说美股</a><a href=\"https://laohu8.com/U/3500032051904306\">@相信未来已来</a>","listText":"6月11日小虎生日快乐，对我来讲就是平淡的一天，享受平静<a href=\"https://laohu8.com/U/3493360076813144\">@斯八达带头大哥</a><a href=\"https://laohu8.com/U/3507165607850338\">@JRcapital</a><a href=\"https://laohu8.com/U/3536914495759688\">@只是备忘录</a><a href=\"https://laohu8.com/U/3500032051904306\">@相信未来已来</a><a href=\"https://laohu8.com/U/3511360043993023\">@NaNa说美股</a><a href=\"https://laohu8.com/U/3550611446139886\">@赚钱养tata</a><a 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href=\"https://laohu8.com/U/3500032051904306\">@相信未来已来</a>","text":"6月11日小虎生日快乐，对我来讲就是平淡的一天，享受平静@斯八达带头大哥@JRcapital@只是备忘录@相信未来已来@NaNa说美股@赚钱养tata@PatrickLee@老生煎@面哥投资笔记@王海天@NaNa说美股@NaNa说美股@相信未来已来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/680884298","repostId":"680105502","repostType":1,"repost":{"id":680105502,"gmtCreate":1654825297682,"gmtModify":1654848632957,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"🔥老虎八周年，天天有惊喜🎁","htmlText":"6月是老虎的生日月，今年老虎八岁啦！🎉🎉🎉八年来，我们从一家经纪零售券商发展至一家涵盖投行、经纪、ESOP、财富管理为一体的综合型券商；八年来，我们从中国走向全球，向世界传递「科技让投资更美好」。但无论走了多久，我们也从未忘记在我们身后，那些支撑我们前进的虎友们，你们就是我们的梦想赞助商，感谢过去八年的陪伴，也希望在未来我们仍能共同前行，分享投资之路上每一段美好的回忆，一起成为更好的自己！🤝为了回馈广大虎友，我们将会在接下来的一周，每天揭晓一重惊喜好礼，欢迎各位虎友来多多参与～此外，我们也会在下周上线一个超级大的福利活动，与虎友们一起开启时光机，瓜分百万豪礼！💰💰💰💰💰好了，话不多说，先来奉上我们的第一重福利，分享6月11日这一天你是如何度过的 ，赢老虎限量周边礼包💡参与方式 转发本帖并在本帖回复分享6月11日这一天你是如何度过的 ？ 🎁活动奖励 凡是在本帖评论区留言的虎友都可以获得88虎币 评论区中点赞量最高的评论将会获得额外的888虎币！ 评论区@你的好友一起参加活动可以获得10虎币（上限300虎币） 另外，还有机会获得老虎限量周边礼包 ⏰活动时间 即日起-6月20日 📒特别说明 严禁抄袭、剽窃，一旦发现将取消参赛资格； 禁止发布黄色，暴力，涉毒等不良违法图片及相关文字 活动最终解释权归老虎社区所有 快来参与活动","listText":"6月是老虎的生日月，今年老虎八岁啦！🎉🎉🎉八年来，我们从一家经纪零售券商发展至一家涵盖投行、经纪、ESOP、财富管理为一体的综合型券商；八年来，我们从中国走向全球，向世界传递「科技让投资更美好」。但无论走了多久，我们也从未忘记在我们身后，那些支撑我们前进的虎友们，你们就是我们的梦想赞助商，感谢过去八年的陪伴，也希望在未来我们仍能共同前行，分享投资之路上每一段美好的回忆，一起成为更好的自己！🤝为了回馈广大虎友，我们将会在接下来的一周，每天揭晓一重惊喜好礼，欢迎各位虎友来多多参与～此外，我们也会在下周上线一个超级大的福利活动，与虎友们一起开启时光机，瓜分百万豪礼！💰💰💰💰💰好了，话不多说，先来奉上我们的第一重福利，分享6月11日这一天你是如何度过的 ，赢老虎限量周边礼包💡参与方式 转发本帖并在本帖回复分享6月11日这一天你是如何度过的 ？ 🎁活动奖励 凡是在本帖评论区留言的虎友都可以获得88虎币 评论区中点赞量最高的评论将会获得额外的888虎币！ 评论区@你的好友一起参加活动可以获得10虎币（上限300虎币） 另外，还有机会获得老虎限量周边礼包 ⏰活动时间 即日起-6月20日 📒特别说明 严禁抄袭、剽窃，一旦发现将取消参赛资格； 禁止发布黄色，暴力，涉毒等不良违法图片及相关文字 活动最终解释权归老虎社区所有 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href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>。","text":"$美团-W(03690)$。","images":[{"img":"https://static.tigerbbs.com/a314d14d2ecd5aaa60156ef17910ee94","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":3,"link":"https://laohu8.com/post/694966246","isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":629158680,"gmtCreate":1670372962840,"gmtModify":1670372967151,"author":{"id":"3554604160063461","authorId":"3554604160063461","name":"奇思异想","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554604160063461","authorIdStr":"3554604160063461"},"themes":[],"title":"港美消费股巡礼之海伦斯","htmlText":"海伦司是什么？海伦司是酒精加荷尔蒙，海伦司是年轻人的精神家园，海伦司是夜间星巴克。看遍港美中概上市公司个人认为海伦司是最性感最有弹性的酒旅餐饮上市公司。海伦事也是身不逢时的一家企业，刚想大展拳脚就碰上疫情的痛击，也正因为如此你才有机会有这么好的价格买到。有句话讲得年轻人者得天下。 海伦司目前门店近千家，从远景来看全国三四千家高校，或许可以开出一两千家门店，再加六千家商超周围或许也可以开出一两千家门店。业绩修复弹性大，酒馆业态，22H1业绩受疫情影响大，但其连锁化、高性价比路线，在疫后消费能力下滑下竞争力进一步凸显；优化迭代现有门店，运营效率持续改善，海伦司越模式打磨验证中，有望打开下沉市场广阔空间。预计23—24年归母净利润分别为5.1／8.6亿元，最新股价对应PE分别为21x和13x。艾媒咨询数据显示，2021年中国小酒馆行业市场规模约1280.4亿元。中国夜间经济规模持续上升，小酒馆类业态持续发展，预计2023年中国小酒馆行业规模可达1487.8亿元。中国的酒类消费还存在较大的增长潜力，人均酒馆数量较海外仍低。从主要酒类消费量占 比来看，啤酒长期以来是中国饮料酒消费量占比最大的酒类，2020 年消费量占比达 75.5%。但 2020 年，中国人均啤酒消费量仅为 25.0 升/人，不仅落后于日本的 38.4 升/人，而且与 欧美国家如捷克、德国、美国等还存在巨大差距。同时 2019 年我国每百万人口拥有的酒馆 数量仅约 30 家左右，也远低于日、英，小酒馆的消者主要介于20到35岁的年轻人，他们热爱社交，社交和酒精都是好生意，酒同时也是一个古老的生意，酒是荷尔蒙，酒是一个可以穿越经济低迷的行业。小酒馆可能也是受疫情影响最大的餐饮行业。所以弹性巨大，从股价走势上也可以感受的到，动不动就二十厘米的涨跌幅，没错，像极了荷尔蒙的味道，心脏小点的可能受不了这样的刺激吧。如果把海底捞","listText":"海伦司是什么？海伦司是酒精加荷尔蒙，海伦司是年轻人的精神家园，海伦司是夜间星巴克。看遍港美中概上市公司个人认为海伦司是最性感最有弹性的酒旅餐饮上市公司。海伦事也是身不逢时的一家企业，刚想大展拳脚就碰上疫情的痛击，也正因为如此你才有机会有这么好的价格买到。有句话讲得年轻人者得天下。 海伦司目前门店近千家，从远景来看全国三四千家高校，或许可以开出一两千家门店，再加六千家商超周围或许也可以开出一两千家门店。业绩修复弹性大，酒馆业态，22H1业绩受疫情影响大，但其连锁化、高性价比路线，在疫后消费能力下滑下竞争力进一步凸显；优化迭代现有门店，运营效率持续改善，海伦司越模式打磨验证中，有望打开下沉市场广阔空间。预计23—24年归母净利润分别为5.1／8.6亿元，最新股价对应PE分别为21x和13x。艾媒咨询数据显示，2021年中国小酒馆行业市场规模约1280.4亿元。中国夜间经济规模持续上升，小酒馆类业态持续发展，预计2023年中国小酒馆行业规模可达1487.8亿元。中国的酒类消费还存在较大的增长潜力，人均酒馆数量较海外仍低。从主要酒类消费量占 比来看，啤酒长期以来是中国饮料酒消费量占比最大的酒类，2020 年消费量占比达 75.5%。但 2020 年，中国人均啤酒消费量仅为 25.0 升/人，不仅落后于日本的 38.4 升/人，而且与 欧美国家如捷克、德国、美国等还存在巨大差距。同时 2019 年我国每百万人口拥有的酒馆 数量仅约 30 家左右，也远低于日、英，小酒馆的消者主要介于20到35岁的年轻人，他们热爱社交，社交和酒精都是好生意，酒同时也是一个古老的生意，酒是荷尔蒙，酒是一个可以穿越经济低迷的行业。小酒馆可能也是受疫情影响最大的餐饮行业。所以弹性巨大，从股价走势上也可以感受的到，动不动就二十厘米的涨跌幅，没错，像极了荷尔蒙的味道，心脏小点的可能受不了这样的刺激吧。如果把海底捞","text":"海伦司是什么？海伦司是酒精加荷尔蒙，海伦司是年轻人的精神家园，海伦司是夜间星巴克。看遍港美中概上市公司个人认为海伦司是最性感最有弹性的酒旅餐饮上市公司。海伦事也是身不逢时的一家企业，刚想大展拳脚就碰上疫情的痛击，也正因为如此你才有机会有这么好的价格买到。有句话讲得年轻人者得天下。 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中越一役又一次揭露了20多年来中国足球的现状：瘫痪的青训，薄弱的青少年基础，全国不到一万的注册运动员，以及身边屈指可数的足球场。 赛后，知名足球解说刘建宏的一段话被热传，暗讽不仅足球输了，股指在这几年也跑输越南。那一天，中国足球与暴跌的A股“交相辉映”。 回看过去五年（2017-2021），能跑赢美指的并不多见，越南胡志明指数就是其中一个。期间，美股标普500指数上涨112%，越南胡志明指数VNINDEX上涨129%，而上证指数5年间只涨了可怜的17.2%。 越南是东南亚最有发展前景的国家之一。过去几年，人口红利、政策红利吸引中国等其他国家在越南设厂，带动该国经济持续高增长（GDP增速在6%-7%之间），企业盈利逐步释放。宽松政策周期搭配上强劲的经济增长，吸引了大量增量资金进入，使得越南胡志明指数领涨全球的新兴市场。 那么作为散户，如何享受越南高增长红利，更好的投资越南呢？最好的办法就是直接购买指数ETF。 虽然还有一些其他新兴市场ETF也持有少量越南股票，但目前表现最好的越南ETF是VanEck Vectors越南ETF(VNM)，VNM是投资者在美股市场可能找到的唯一纯越南ETF。该基金跟踪MVIS越南指数MSCI Vietname Index，该指数反映了在越南运营的最大、流动性最强的公司的业绩。 VNM是一种多头ETF，投资于各种市值的股票。该指数包括了在越南和其他地方注册的公司，但这些公司至少有50%的收入来自越南。其中，大约超过三分之二公司注册在越南，另外20%的注册在韩国。房地产行业在该基金中所占比重最大，接近净资产的28%。该基金遵循混合策略，投资于成长和价值股。 值得注意的是，这里的MVIS越南指数是由摩根士丹利编制","listText":"关键的世界杯12强赛，世界排名第74的中国遭遇到世界排名第98的越南，原本是一场非赢不可的比赛，很难相信最终比分会定格在1：3，中国队完败。 中越一役又一次揭露了20多年来中国足球的现状：瘫痪的青训，薄弱的青少年基础，全国不到一万的注册运动员，以及身边屈指可数的足球场。 赛后，知名足球解说刘建宏的一段话被热传，暗讽不仅足球输了，股指在这几年也跑输越南。那一天，中国足球与暴跌的A股“交相辉映”。 回看过去五年（2017-2021），能跑赢美指的并不多见，越南胡志明指数就是其中一个。期间，美股标普500指数上涨112%，越南胡志明指数VNINDEX上涨129%，而上证指数5年间只涨了可怜的17.2%。 越南是东南亚最有发展前景的国家之一。过去几年，人口红利、政策红利吸引中国等其他国家在越南设厂，带动该国经济持续高增长（GDP增速在6%-7%之间），企业盈利逐步释放。宽松政策周期搭配上强劲的经济增长，吸引了大量增量资金进入，使得越南胡志明指数领涨全球的新兴市场。 那么作为散户，如何享受越南高增长红利，更好的投资越南呢？最好的办法就是直接购买指数ETF。 虽然还有一些其他新兴市场ETF也持有少量越南股票，但目前表现最好的越南ETF是VanEck Vectors越南ETF(VNM)，VNM是投资者在美股市场可能找到的唯一纯越南ETF。该基金跟踪MVIS越南指数MSCI Vietname Index，该指数反映了在越南运营的最大、流动性最强的公司的业绩。 VNM是一种多头ETF，投资于各种市值的股票。该指数包括了在越南和其他地方注册的公司，但这些公司至少有50%的收入来自越南。其中，大约超过三分之二公司注册在越南，另外20%的注册在韩国。房地产行业在该基金中所占比重最大，接近净资产的28%。该基金遵循混合策略，投资于成长和价值股。 值得注意的是，这里的MVIS越南指数是由摩根士丹利编制","text":"关键的世界杯12强赛，世界排名第74的中国遭遇到世界排名第98的越南，原本是一场非赢不可的比赛，很难相信最终比分会定格在1：3，中国队完败。 中越一役又一次揭露了20多年来中国足球的现状：瘫痪的青训，薄弱的青少年基础，全国不到一万的注册运动员，以及身边屈指可数的足球场。 赛后，知名足球解说刘建宏的一段话被热传，暗讽不仅足球输了，股指在这几年也跑输越南。那一天，中国足球与暴跌的A股“交相辉映”。 回看过去五年（2017-2021），能跑赢美指的并不多见，越南胡志明指数就是其中一个。期间，美股标普500指数上涨112%，越南胡志明指数VNINDEX上涨129%，而上证指数5年间只涨了可怜的17.2%。 越南是东南亚最有发展前景的国家之一。过去几年，人口红利、政策红利吸引中国等其他国家在越南设厂，带动该国经济持续高增长（GDP增速在6%-7%之间），企业盈利逐步释放。宽松政策周期搭配上强劲的经济增长，吸引了大量增量资金进入，使得越南胡志明指数领涨全球的新兴市场。 那么作为散户，如何享受越南高增长红利，更好的投资越南呢？最好的办法就是直接购买指数ETF。 虽然还有一些其他新兴市场ETF也持有少量越南股票，但目前表现最好的越南ETF是VanEck Vectors越南ETF(VNM)，VNM是投资者在美股市场可能找到的唯一纯越南ETF。该基金跟踪MVIS越南指数MSCI Vietname Index，该指数反映了在越南运营的最大、流动性最强的公司的业绩。 VNM是一种多头ETF，投资于各种市值的股票。该指数包括了在越南和其他地方注册的公司，但这些公司至少有50%的收入来自越南。其中，大约超过三分之二公司注册在越南，另外20%的注册在韩国。房地产行业在该基金中所占比重最大，接近净资产的28%。该基金遵循混合策略，投资于成长和价值股。 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