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EricStone
股海浮沉身自在 云上修身本简单
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EricStone
2021-12-08
$贝壳(BEKE)$
无非就是,涨高了再空的好机会
EricStone
2021-11-06
别高抬了罗永浩 商人思维 现在才关注meta 是因为钱。别拉低了老刘 思想家 2000就已经写出来了 是自己的思维。罗永浩不叫积极叫投机。根本不是一个level的。
抱歉,原内容已删除
EricStone
2021-11-06
巴克莱的中国分析师…你懂的
巴克莱开始覆盖中国科技行业:给予阿里巴巴和百度等超配评级
EricStone
2021-11-05
$涂鸦智能(TUYA)$
涂鸦是不错,但是太容易监听。别的中概还能有个假反弹,鸭鸭哭哭,里外不是人的股票
EricStone
2021-11-05
$The Vita Coco Company, Inc.(COCO)$
持股1000,均价14.78…..一会儿去买点回来喝
EricStone
2021-11-03
$Delimobil Holding S.A.(DMOB)$
这个我喜欢
EricStone
2021-11-03
$三倍做空FTSE中国ETF-Direxion(YANG)$
尿性
EricStone
2021-10-29
$老虎证券(TIGR)$
没辙 老虎也是阿里系啊
EricStone
2021-10-27
这种公司还能保持上市,是对所有人的侮辱.
抱歉,原内容已删除
EricStone
2021-10-22
$Kaltura, Inc.(KLTR)$
我有点喜欢这个产品
EricStone
2021-10-12
所以我现在买就是给外国人接盘么?
华尔街大佬集体加仓中国!芒格、桥水、女版巴菲特都来了
EricStone
2021-10-11
$比特矿业(BTCM)$
好好涨 别闹 乖
EricStone
2021-09-30
just do it!
最糟糕的情况:假如美国政府关门数周,美股可能暴跌30%
EricStone
2021-08-26
$Gambling.com Group Limited(GAMB)$
庄一直拉,但发现没有人跟进,好尴尬啊 哈哈哈
EricStone
2021-08-20
听说你加满了
@快乐的熊先生:
$Yalla Group(YALA)$
今天又加仓了 继续拉低成本 希望别突然拉升 还想多吃点货
EricStone
2021-08-20
$Yalla Group(YALA)$
为啥大家对造假这事儿感觉这么不可思议呢? 造假零成本,又不用给底稿,谁也查不了。 现在跌只能说明镰刀们达成了统一默契。
EricStone
2021-08-16
洗脑文
“聪明钱”逃离中概股?13F文件告诉你:中概股“真香”
EricStone
2021-08-16
$Clear Secure, Inc.(YOU)$
怎么这么多假洋鬼子?
EricStone
2021-08-13
$SoFi Technologies Inc.(SOFI)$
可建一点仓位,但还要稍微下行震荡下
EricStone
2021-08-12
$Adt Inc.(ADT)$
还要再跌一跌
去老虎APP查看更多动态
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07:15","market":"hk","language":"zh","title":"巴克莱开始覆盖中国科技行业:给予阿里巴巴和百度等超配评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2180731963","media":"市场资讯","summary":"巴克莱开始覆盖中国科技行业,并给予阿里巴巴、腾讯、百度、京东、贝壳和SEA超配评级。 巴克莱分析师Jiong Shao牵头的团队认为近期中国互联网和科技股的下跌推动其估值达到最近记忆中最有吸引力的水平,从而提供了一个“良好的切入点”。 巴克莱认为:阿里巴巴远低于其内在价值;阿里巴巴盘后上涨0.3%。 给予拼多多目标股价103美元,评级平配;美团目标股价32美元,评级低配。","content":"<html><body><div>\n<p> 巴克莱开始覆盖中国科技行业,并给予<span><span>阿里</span><span></span>巴巴</span><span></span>、<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<span><a href=\"https://laohu8.com/S/BIDU\">百度</a></span><span></span>、<span><a href=\"https://laohu8.com/S/JD\">京东</a></span><span></span>、<span><a href=\"https://laohu8.com/S/BEKE\">贝壳</a></span><span></span>和SEA超配评级。</p>\n<p> 巴克莱分析师Jiong Shao牵头的团队认为近期中国互联网和科技股的下跌推动其估值达到最近记忆中最有吸引力的水平,从而提供了一个“良好的切入点”。</p>\n<p> 巴克莱认为:<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>(目标价275美元)远低于其内在价值;阿里巴巴盘后上涨0.3%。</p>\n<p> 百度(目标股价为243美元),拥有“市场忽视的所有令人兴奋的业务”,包括人工智能、云计算、物联网和芯片;百度涨0.3%。</p>\n<p> 给予京东目标价98美元;贝壳目标股价29美元。</p>\n<p> 给予<span><a href=\"https://laohu8.com/S/PDD\">拼多多</a></span><span></span>目标股价103美元,评级平配;美团目标股价32美元,评级低配。</p>\n<div>\n<span>股市跌了别害怕!7%+理财,低门槛高收益、1000元就能买入、0手续费……限额领取,速来>></span>\n<img src=\"\"/>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经APP</div>\n</div>\n<p>责任编辑:王永生 </p>\n</div></body></html>","source":"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>巴克莱开始覆盖中国科技行业:给予阿里巴巴和百度等超配评级</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巴克莱开始覆盖中国科技行业:给予阿里巴巴和百度等超配评级\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-03 07:15 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2021-11-03/doc-iktzqtyu5076353.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>巴克莱开始覆盖中国科技行业,并给予阿里巴巴、腾讯、百度、京东、贝壳和SEA超配评级。\n 巴克莱分析师Jiong Shao牵头的团队认为近期中国互联网和科技股的下跌推动其估值达到最近记忆中最有吸引力的水平,从而提供了一个“良好的切入点”。\n 巴克莱认为:阿里巴巴(目标价275美元)远低于其内在价值;阿里巴巴盘后上涨0.3%。\n 百度(目标股价为243美元),拥有“市场忽视的所有令人兴奋的业务”...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-11-03/doc-iktzqtyu5076353.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/ca2161e8ddb469de4171b1fb09459c6b","relate_stocks":{"BIDU":"百度","BABA":"阿里巴巴"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-11-03/doc-iktzqtyu5076353.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2180731963","content_text":"巴克莱开始覆盖中国科技行业,并给予阿里巴巴、腾讯、百度、京东、贝壳和SEA超配评级。\n 巴克莱分析师Jiong Shao牵头的团队认为近期中国互联网和科技股的下跌推动其估值达到最近记忆中最有吸引力的水平,从而提供了一个“良好的切入点”。\n 巴克莱认为:阿里巴巴(目标价275美元)远低于其内在价值;阿里巴巴盘后上涨0.3%。\n 百度(目标股价为243美元),拥有“市场忽视的所有令人兴奋的业务”,包括人工智能、云计算、物联网和芯片;百度涨0.3%。\n 给予京东目标价98美元;贝壳目标股价29美元。\n 给予拼多多目标股价103美元,评级平配;美团目标股价32美元,评级低配。\n\n股市跌了别害怕!7%+理财,低门槛高收益、1000元就能买入、0手续费……限额领取,速来>>\n\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:王永生","news_type":1},"isVote":1,"tweetType":1,"viewCount":2026,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842912331,"gmtCreate":1636124795951,"gmtModify":1636124795951,"author":{"id":"3561149620708492","authorId":"3561149620708492","name":"EricStone","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561149620708492","authorIdStr":"3561149620708492"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TUYA\">$涂鸦智能(TUYA)$</a>涂鸦是不错,但是太容易监听。别的中概还能有个假反弹,鸭鸭哭哭,里外不是人的股票","listText":"<a target=\"_blank\" 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老虎也是阿里系啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/857256068","isVote":1,"tweetType":1,"viewCount":6723,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493287238643329","authorId":"3493287238643329","name":"万向之战","avatar":"https://static.tigerbbs.com/ffd9f1c4c65123377bc0833180dba52b","crmLevel":2,"crmLevelSwitch":0,"idStr":"3493287238643329","authorIdStr":"3493287238643329"},"content":"小米系的吧 [惊讶]","text":"小米系的吧 [惊讶]","html":"小米系的吧 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target=\"_blank\" href=\"https://laohu8.com/S/KLTR\">$Kaltura, Inc.(KLTR)$</a>我有点喜欢这个产品","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/KLTR\">$Kaltura, Inc.(KLTR)$</a>我有点喜欢这个产品","text":"$Kaltura, Inc.(KLTR)$我有点喜欢这个产品","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/851589367","isVote":1,"tweetType":1,"viewCount":3405,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561149620708492","authorId":"3561149620708492","name":"EricStone","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3561149620708492","authorIdStr":"3561149620708492"},"content":"喜欢这个产品和买这个股票原来是两个事情,忍住忍住忍住先不要买,这个票上做个右侧交易!","text":"喜欢这个产品和买这个股票原来是两个事情,忍住忍住忍住先不要买,这个票上做个右侧交易!","html":"喜欢这个产品和买这个股票原来是两个事情,忍住忍住忍住先不要买,这个票上做个右侧交易!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826680489,"gmtCreate":1634012681649,"gmtModify":1634012681649,"author":{"id":"3561149620708492","authorId":"3561149620708492","name":"EricStone","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561149620708492","authorIdStr":"3561149620708492"},"themes":[],"htmlText":"所以我现在买就是给外国人接盘么?","listText":"所以我现在买就是给外国人接盘么?","text":"所以我现在买就是给外国人接盘么?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826680489","repostId":"1141454476","repostType":2,"repost":{"id":"1141454476","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯,最专业的解读分析,覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1633998623,"share":"https://www.laohu8.com/m/news/1141454476?lang=&edition=full","pubTime":"2021-10-12 08:30","market":"us","language":"zh","title":"华尔街大佬集体加仓中国!芒格、桥水、女版巴菲特都来了","url":"https://stock-news.laohu8.com/highlight/detail?id=1141454476","media":"券商中国","summary":"华尔街的“顶流”正在加码下注中国。\n首先是,“股神”巴菲特的黄金搭档、伯克希尔哈撒韦的副董事长查理·芒格,非常坚定地下注阿里巴巴,一季度重仓“抄底”,三季度逆势大手笔加仓;其次是,全球最大对冲基金——","content":"<p>华尔街的“顶流”正在加码下注中国。</p>\n<p>首先是,“股神”巴菲特的黄金搭档、<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦的副董事长查理·芒格,非常坚定地下注<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>,一季度重仓“抄底”,三季度逆势大手笔加仓;其次是,全球最大对冲基金——桥水在海外发行的“全天候<a href=\"https://laohu8.com/S/CHN\">中国基金</a>”热卖累计销售24.88亿美元(约合人民币160.39亿元);另外,“女版巴菲特”凯瑟琳·伍德逆势加仓买入<a href=\"https://laohu8.com/S/JD\">京东</a>,最新持仓市值达到8996万美元,同时坚守持有<a href=\"https://laohu8.com/S/BIDU\">百度</a>、阿里巴巴等中概股。</p>\n<p>而近日,热门中概股全线大涨,阿里巴巴一周时间涨幅超过10%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、京东、<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>等涨幅也在10%左右。港股市场方面,前期大跌的互联网龙头集体大涨,阿里巴巴4天大涨24%,美团3天大涨21%,京东集团3天大涨14%,<a href=\"https://laohu8.com/S/00700\">腾讯</a>3天涨超11%。</p>\n<p>与此同时,大量外资正在通过沪深港通进入A股,直接配置中国上市公司。2021年1-9月,北向资金累计净流入金额额达到2918.47亿元,创下了历年同期的最高纪录。</p>\n<p><b>分析人士指出,目前A股市场在盈利好、估值低的组合下仍具备非常高的投资性价比,且外资对A股的配置比例依然处于低配状态,长期来看,外资的持续净流入依然存有空间。</b></p>\n<p>国际投资巨头“下注”中国</p>\n<p>华尔街投资大佬们,对中国资产的兴趣似乎愈发浓烈。</p>\n<p>首先是,查理·芒格在今年一季度建仓买入阿里巴巴后,又在第三季度逆势加仓。据芒格旗下的Daily Journal Corp.披露的13F文件显示,截止9月底,Daily Journal累积持有阿里巴巴302060股,相比一季度末,持仓数量增加了82.7%。</p>\n<p>值得注意的是,阿里巴巴是Daily Journal在第三季度唯一增持的投资标的,芒格对<a href=\"https://laohu8.com/S/BAC\">美国银行</a>、<a href=\"https://laohu8.com/S/WFC\">富国银行</a>等其他4至个股的持仓保持不变。</p>\n<p>复盘Daily Journal的持仓历史数据,可以发现,在芒格的掌舵之下,该公司的投资风格非常谨慎,几乎全部集中于传统领域的高股息类股票,2021年一季度、三季度突然重仓“抄底”,逆势加仓阿里巴巴,令市场感到意外。</p>\n<p>尤其是,阿里巴巴股价在第三季度一路暴跌,累计跌幅达到34.7%,总市值蒸发超过2139亿美元,芒格的下注决心之大可见一斑。</p>\n<p>其实,芒格第一次买入阿里巴巴的时间点也耐人寻味。当时是2020年四季度,阿里巴巴股价单季最大跌幅达33.8%。</p>\n<p>由此可见,芒格的两次买入,全是逆势交易,根据其以往的投资风格大致可以判断,芒格抄底、加仓阿里巴巴大概率不是为了短期炒差价,应该是在下注阿里巴巴未来的长期发展。</p>\n<p>在华尔街,对中国资产表现出浓烈兴趣的不止芒格一人。国庆前夕,全球最大对冲基金——桥水向美国证监会提交的信息披露文件显示,桥水在海外发行的中国基金(全天候中国基金)热卖,自基金设立以来,累计销售24.88亿美元(约合人民币160.39亿元)。</p>\n<p>桥水基金的创始人达利欧一直都是中国资产的多头,在桥水基金二季度报告中可以发现,截至今年二季度末,该基金持有至少37家中国公司的股份,合计市值约12亿美元,阿里巴巴、拼多多、京东、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>和百度以7.19亿美元的总市值位列前五,并在二季度增持了13家公司,包括雾芯科技、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、腾讯音乐等。</p>\n<p>除了芒格、达利欧以外,方舟基金创始人、“女版巴菲特”凯瑟琳·伍德(Cathie Wood)也在坚守中国资产,她掌舵的多只基金都布局了京东、百度、阿里巴巴等中国上市公司。</p>\n<p>在中概股遭遇暴跌之后,凯瑟琳·伍德管理的ARKQ基金买入了超过16万股的京东ADR,合计约1200万美元。截至10月7日,方舟投资旗下的ARKQ(自动技术与<a href=\"https://laohu8.com/S/300024\">机器人</a>)基金对京东的持仓市值达到8996万美元,对百度的持仓市值达3481万美元。</p>\n<p>凯瑟琳·伍德在接受采访时表示,从长远来看,对中国并不悲观,中国是一个非常具有创业精神的社会,中国政府正在制定更多的规章制度,但我不认为其想要阻止增长和进步。</p>\n<p>另外,量化投资巨头<a href=\"https://laohu8.com/S/TWOA.U\">Two</a> Sigma发行的 <a href=\"https://laohu8.com/S/TWOA\">Two</a> Sigma中国核心股票基金,截至2021年8月17日,共销售8.88亿美元;全球最大上市对冲基金英仕曼旗下的AHL也于8月19日在开曼群岛注册了AHL中国目标风险基金(母基金)。其中,英仕曼是全球最大的上市对冲基金,最新管理规模约1236亿美元。</p>\n<p>二级市场基金之外,<a href=\"https://laohu8.com/S/CG\">凯雷</a>、华平、红杉等全球PE VC巨头也在开曼设立了中国的PE VC基金。</p>\n<p>3000亿外资疯狂涌入A股</p>\n<p>外资对中国资产的配置,并不仅仅局限于在美上市的中概股,大量外资正在通过沪深港通进入A股,直接配置中国上市公司。</p>\n<p>2021年1-9月,北向资金累计净流入金额额达到2918.47亿元,创下了历年同期的最高纪录。<img src=\"https://static.tigerbbs.com/5efa71c3d07ab9f11ea3eeef686a381d\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/a102b939fe4a0977306f957af66d5618\" tg-width=\"1080\" tg-height=\"432\" referrerpolicy=\"no-referrer\">从单月维度来看,北向资金9月净买入A股305.19亿元,已连续12个月净买入A股,且近2个月北向资金净流入力度略有加大。</p>\n<p>从外资的重仓股来看,截至9月末,北向资金重仓股主要以白酒、医药等消费白马股为主,其中<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>、<a href=\"https://laohu8.com/S/000333\">美的集团</a>、<a href=\"https://laohu8.com/S/600276\">恒瑞医药</a>、<a href=\"https://laohu8.com/S/600036\">招商银行</a>等传统蓝筹股位居前十大重仓股。同时,新能源龙头股也开始获得外资的重视,<a href=\"https://laohu8.com/S/300750\">宁德时代</a>已跻身北向资金的第3大重仓股,持股市值高达877亿元,<a href=\"https://laohu8.com/S/601012\">隆基股份</a>则成为了第5大重仓股,持股市值超500亿元。</p>\n<p>值得注意的是,今年以来,中国互联网行业连续遭遇集体大跌,不少龙头企业跌幅一度接近50%,大幅调整后的互联网优质企业已经引起了海外资金的重点关注。</p>\n<p>截至三季度末,跟踪中国互联网上市公司的金瑞中国互联网ETF(KWEB)年跌幅高达34%,但在今年7-9月期间,资金却逆势申购KWEB基金,净流入金额达到42.6亿美元。截止目前,KWEB的最新净资产规模接近68亿美元,已超越<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>旗下持仓更为广泛的<a href=\"https://laohu8.com/S/IHPXF\">iShares MSCI</a> China ETF,成为美国最大的中国ETF。</p>\n<p>与此同时,国内QDII基金同样反映出了资金对于抄底互联网的热情。易方达中证海外互联ETF(513050)今年二季度以来份额持续大幅攀升,最新份额为193.2亿份,年内增幅超过6倍,目前基金规模已接近200亿元。<img src=\"https://static.tigerbbs.com/e82d4387b6c3d881d80ab9940cbccce5\" tg-width=\"1080\" tg-height=\"413\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/GS\">高盛</a>首席中国股票策略师预测,2021年外资持有A股比例有望创历史新高,北向资金今年以来买入较为强劲,受到市场持续关注,但海外公募基金对中国股票的配置处于历史低位。</p>\n<p>外资嗅到了什么?</p>\n<p>近日,一份名为《中国投资配置2021》的调查报告引发市场热议,其给出的数据显示,全球绝大多数资产所有者均已在过去12个月里上调或保持对中国投资的配置。</p>\n<p>这份调查报告是景顺委托经济学人影响力(Economist Impact)对全球投资者的中国配置进行的调查,涵盖了北美、亚太、欧洲和中东地区的200位资产所有者,调查在今年6月至7月期间收集了全球投资机构的资深投资专家对其中国投资配置的看法。</p>\n<p>其中85%的受访者表示,已在过去12个月上调或保持中国配置,64%预期将在未来12个月进一步增持;只有12%的受访者表示预期会有所减持。<img src=\"https://static.tigerbbs.com/9573e7b864b4b8810cd8007584c9f66d\" tg-width=\"908\" tg-height=\"592\" referrerpolicy=\"no-referrer\">在全球范围下注的海外资金,往往更偏爱高性价比的优质资产,寻找价值洼地,押注稳定且处于向上的经济体。</p>\n<p>中国,是全球唯一一个受到新冠肺炎疫情冲后,仍在2020年实现GDP正增长的主要经济体,且2021年的经济仍在稳定增长,这在一定程度上给予了国际资本安全的稳定的大环境。</p>\n<p>另外,当前中国资产的估值水平仍处于合理甚至低估的状态,<a href=\"https://laohu8.com/S/002736\">国信证券</a>首席策略分析师燕翔表示,目前A股市场在盈利好、估值低的组合下仍具备非常高的投资性价比。同时,非常重要的一点是,当前外资对A股的配置比例依然处于低配状态。长期来看,外资的持续净流入依然存有空间。</p>\n<p>以阿里巴巴为例,截止10月8日收盘,阿里巴巴的最新市盈率(TTM)仅有18.5倍,几乎处于历史最低位,而其最新一季度的营收增速仍高达34%,且财务状况仍非常稳健。相比之下,美股市场的<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>的市盈率分别高达56.8倍、27.3倍、36.2倍、29.5倍,经营业绩的成长性并没有明显高于阿里巴巴。</p>\n<p>阿里巴巴仅仅是一个缩影,在腾讯、京东、百度等中国互联网企业也都处于低估值、业绩高增速的状态。而这背后主要原因是,下半年以来,中国一系列的监管政策,被市场放大。</p>\n<p><b>桥水基金创始人瑞.达利欧表示,中国最近的一系列监管措施,被部分西方投资者误解为“反资本主义”,而这些误解将让后者错失中国的机会,中国政策制定者的行动方向“从未改变”,一直以来都支持资本市场快速稳定发展、企业家精神,并对外国投资者持开放态度。</b></p>","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>华尔街大佬集体加仓中国!芒格、桥水、女版巴菲特都来了</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; 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.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华尔街大佬集体加仓中国!芒格、桥水、女版巴菲特都来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2021-10-12 08:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>华尔街的“顶流”正在加码下注中国。</p>\n<p>首先是,“股神”巴菲特的黄金搭档、<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦的副董事长查理·芒格,非常坚定地下注<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>,一季度重仓“抄底”,三季度逆势大手笔加仓;其次是,全球最大对冲基金——桥水在海外发行的“全天候<a href=\"https://laohu8.com/S/CHN\">中国基金</a>”热卖累计销售24.88亿美元(约合人民币160.39亿元);另外,“女版巴菲特”凯瑟琳·伍德逆势加仓买入<a href=\"https://laohu8.com/S/JD\">京东</a>,最新持仓市值达到8996万美元,同时坚守持有<a href=\"https://laohu8.com/S/BIDU\">百度</a>、阿里巴巴等中概股。</p>\n<p>而近日,热门中概股全线大涨,阿里巴巴一周时间涨幅超过10%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、京东、<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>等涨幅也在10%左右。港股市场方面,前期大跌的互联网龙头集体大涨,阿里巴巴4天大涨24%,美团3天大涨21%,京东集团3天大涨14%,<a href=\"https://laohu8.com/S/00700\">腾讯</a>3天涨超11%。</p>\n<p>与此同时,大量外资正在通过沪深港通进入A股,直接配置中国上市公司。2021年1-9月,北向资金累计净流入金额额达到2918.47亿元,创下了历年同期的最高纪录。</p>\n<p><b>分析人士指出,目前A股市场在盈利好、估值低的组合下仍具备非常高的投资性价比,且外资对A股的配置比例依然处于低配状态,长期来看,外资的持续净流入依然存有空间。</b></p>\n<p>国际投资巨头“下注”中国</p>\n<p>华尔街投资大佬们,对中国资产的兴趣似乎愈发浓烈。</p>\n<p>首先是,查理·芒格在今年一季度建仓买入阿里巴巴后,又在第三季度逆势加仓。据芒格旗下的Daily Journal Corp.披露的13F文件显示,截止9月底,Daily Journal累积持有阿里巴巴302060股,相比一季度末,持仓数量增加了82.7%。</p>\n<p>值得注意的是,阿里巴巴是Daily Journal在第三季度唯一增持的投资标的,芒格对<a href=\"https://laohu8.com/S/BAC\">美国银行</a>、<a href=\"https://laohu8.com/S/WFC\">富国银行</a>等其他4至个股的持仓保持不变。</p>\n<p>复盘Daily Journal的持仓历史数据,可以发现,在芒格的掌舵之下,该公司的投资风格非常谨慎,几乎全部集中于传统领域的高股息类股票,2021年一季度、三季度突然重仓“抄底”,逆势加仓阿里巴巴,令市场感到意外。</p>\n<p>尤其是,阿里巴巴股价在第三季度一路暴跌,累计跌幅达到34.7%,总市值蒸发超过2139亿美元,芒格的下注决心之大可见一斑。</p>\n<p>其实,芒格第一次买入阿里巴巴的时间点也耐人寻味。当时是2020年四季度,阿里巴巴股价单季最大跌幅达33.8%。</p>\n<p>由此可见,芒格的两次买入,全是逆势交易,根据其以往的投资风格大致可以判断,芒格抄底、加仓阿里巴巴大概率不是为了短期炒差价,应该是在下注阿里巴巴未来的长期发展。</p>\n<p>在华尔街,对中国资产表现出浓烈兴趣的不止芒格一人。国庆前夕,全球最大对冲基金——桥水向美国证监会提交的信息披露文件显示,桥水在海外发行的中国基金(全天候中国基金)热卖,自基金设立以来,累计销售24.88亿美元(约合人民币160.39亿元)。</p>\n<p>桥水基金的创始人达利欧一直都是中国资产的多头,在桥水基金二季度报告中可以发现,截至今年二季度末,该基金持有至少37家中国公司的股份,合计市值约12亿美元,阿里巴巴、拼多多、京东、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>和百度以7.19亿美元的总市值位列前五,并在二季度增持了13家公司,包括雾芯科技、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、腾讯音乐等。</p>\n<p>除了芒格、达利欧以外,方舟基金创始人、“女版巴菲特”凯瑟琳·伍德(Cathie Wood)也在坚守中国资产,她掌舵的多只基金都布局了京东、百度、阿里巴巴等中国上市公司。</p>\n<p>在中概股遭遇暴跌之后,凯瑟琳·伍德管理的ARKQ基金买入了超过16万股的京东ADR,合计约1200万美元。截至10月7日,方舟投资旗下的ARKQ(自动技术与<a href=\"https://laohu8.com/S/300024\">机器人</a>)基金对京东的持仓市值达到8996万美元,对百度的持仓市值达3481万美元。</p>\n<p>凯瑟琳·伍德在接受采访时表示,从长远来看,对中国并不悲观,中国是一个非常具有创业精神的社会,中国政府正在制定更多的规章制度,但我不认为其想要阻止增长和进步。</p>\n<p>另外,量化投资巨头<a href=\"https://laohu8.com/S/TWOA.U\">Two</a> Sigma发行的 <a href=\"https://laohu8.com/S/TWOA\">Two</a> Sigma中国核心股票基金,截至2021年8月17日,共销售8.88亿美元;全球最大上市对冲基金英仕曼旗下的AHL也于8月19日在开曼群岛注册了AHL中国目标风险基金(母基金)。其中,英仕曼是全球最大的上市对冲基金,最新管理规模约1236亿美元。</p>\n<p>二级市场基金之外,<a href=\"https://laohu8.com/S/CG\">凯雷</a>、华平、红杉等全球PE VC巨头也在开曼设立了中国的PE VC基金。</p>\n<p>3000亿外资疯狂涌入A股</p>\n<p>外资对中国资产的配置,并不仅仅局限于在美上市的中概股,大量外资正在通过沪深港通进入A股,直接配置中国上市公司。</p>\n<p>2021年1-9月,北向资金累计净流入金额额达到2918.47亿元,创下了历年同期的最高纪录。<img src=\"https://static.tigerbbs.com/5efa71c3d07ab9f11ea3eeef686a381d\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/a102b939fe4a0977306f957af66d5618\" tg-width=\"1080\" tg-height=\"432\" referrerpolicy=\"no-referrer\">从单月维度来看,北向资金9月净买入A股305.19亿元,已连续12个月净买入A股,且近2个月北向资金净流入力度略有加大。</p>\n<p>从外资的重仓股来看,截至9月末,北向资金重仓股主要以白酒、医药等消费白马股为主,其中<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>、<a href=\"https://laohu8.com/S/000333\">美的集团</a>、<a href=\"https://laohu8.com/S/600276\">恒瑞医药</a>、<a href=\"https://laohu8.com/S/600036\">招商银行</a>等传统蓝筹股位居前十大重仓股。同时,新能源龙头股也开始获得外资的重视,<a href=\"https://laohu8.com/S/300750\">宁德时代</a>已跻身北向资金的第3大重仓股,持股市值高达877亿元,<a href=\"https://laohu8.com/S/601012\">隆基股份</a>则成为了第5大重仓股,持股市值超500亿元。</p>\n<p>值得注意的是,今年以来,中国互联网行业连续遭遇集体大跌,不少龙头企业跌幅一度接近50%,大幅调整后的互联网优质企业已经引起了海外资金的重点关注。</p>\n<p>截至三季度末,跟踪中国互联网上市公司的金瑞中国互联网ETF(KWEB)年跌幅高达34%,但在今年7-9月期间,资金却逆势申购KWEB基金,净流入金额达到42.6亿美元。截止目前,KWEB的最新净资产规模接近68亿美元,已超越<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>旗下持仓更为广泛的<a href=\"https://laohu8.com/S/IHPXF\">iShares MSCI</a> China ETF,成为美国最大的中国ETF。</p>\n<p>与此同时,国内QDII基金同样反映出了资金对于抄底互联网的热情。易方达中证海外互联ETF(513050)今年二季度以来份额持续大幅攀升,最新份额为193.2亿份,年内增幅超过6倍,目前基金规模已接近200亿元。<img src=\"https://static.tigerbbs.com/e82d4387b6c3d881d80ab9940cbccce5\" tg-width=\"1080\" tg-height=\"413\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/GS\">高盛</a>首席中国股票策略师预测,2021年外资持有A股比例有望创历史新高,北向资金今年以来买入较为强劲,受到市场持续关注,但海外公募基金对中国股票的配置处于历史低位。</p>\n<p>外资嗅到了什么?</p>\n<p>近日,一份名为《中国投资配置2021》的调查报告引发市场热议,其给出的数据显示,全球绝大多数资产所有者均已在过去12个月里上调或保持对中国投资的配置。</p>\n<p>这份调查报告是景顺委托经济学人影响力(Economist Impact)对全球投资者的中国配置进行的调查,涵盖了北美、亚太、欧洲和中东地区的200位资产所有者,调查在今年6月至7月期间收集了全球投资机构的资深投资专家对其中国投资配置的看法。</p>\n<p>其中85%的受访者表示,已在过去12个月上调或保持中国配置,64%预期将在未来12个月进一步增持;只有12%的受访者表示预期会有所减持。<img src=\"https://static.tigerbbs.com/9573e7b864b4b8810cd8007584c9f66d\" tg-width=\"908\" tg-height=\"592\" referrerpolicy=\"no-referrer\">在全球范围下注的海外资金,往往更偏爱高性价比的优质资产,寻找价值洼地,押注稳定且处于向上的经济体。</p>\n<p>中国,是全球唯一一个受到新冠肺炎疫情冲后,仍在2020年实现GDP正增长的主要经济体,且2021年的经济仍在稳定增长,这在一定程度上给予了国际资本安全的稳定的大环境。</p>\n<p>另外,当前中国资产的估值水平仍处于合理甚至低估的状态,<a href=\"https://laohu8.com/S/002736\">国信证券</a>首席策略分析师燕翔表示,目前A股市场在盈利好、估值低的组合下仍具备非常高的投资性价比。同时,非常重要的一点是,当前外资对A股的配置比例依然处于低配状态。长期来看,外资的持续净流入依然存有空间。</p>\n<p>以阿里巴巴为例,截止10月8日收盘,阿里巴巴的最新市盈率(TTM)仅有18.5倍,几乎处于历史最低位,而其最新一季度的营收增速仍高达34%,且财务状况仍非常稳健。相比之下,美股市场的<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>的市盈率分别高达56.8倍、27.3倍、36.2倍、29.5倍,经营业绩的成长性并没有明显高于阿里巴巴。</p>\n<p>阿里巴巴仅仅是一个缩影,在腾讯、京东、百度等中国互联网企业也都处于低估值、业绩高增速的状态。而这背后主要原因是,下半年以来,中国一系列的监管政策,被市场放大。</p>\n<p><b>桥水基金创始人瑞.达利欧表示,中国最近的一系列监管措施,被部分西方投资者误解为“反资本主义”,而这些误解将让后者错失中国的机会,中国政策制定者的行动方向“从未改变”,一直以来都支持资本市场快速稳定发展、企业家精神,并对外国投资者持开放态度。</b></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/50f0a252f951b7accc03d40bda92a3b2","relate_stocks":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141454476","content_text":"华尔街的“顶流”正在加码下注中国。\n首先是,“股神”巴菲特的黄金搭档、伯克希尔哈撒韦的副董事长查理·芒格,非常坚定地下注阿里巴巴,一季度重仓“抄底”,三季度逆势大手笔加仓;其次是,全球最大对冲基金——桥水在海外发行的“全天候中国基金”热卖累计销售24.88亿美元(约合人民币160.39亿元);另外,“女版巴菲特”凯瑟琳·伍德逆势加仓买入京东,最新持仓市值达到8996万美元,同时坚守持有百度、阿里巴巴等中概股。\n而近日,热门中概股全线大涨,阿里巴巴一周时间涨幅超过10%,拼多多、京东、腾讯音乐等涨幅也在10%左右。港股市场方面,前期大跌的互联网龙头集体大涨,阿里巴巴4天大涨24%,美团3天大涨21%,京东集团3天大涨14%,腾讯3天涨超11%。\n与此同时,大量外资正在通过沪深港通进入A股,直接配置中国上市公司。2021年1-9月,北向资金累计净流入金额额达到2918.47亿元,创下了历年同期的最高纪录。\n分析人士指出,目前A股市场在盈利好、估值低的组合下仍具备非常高的投资性价比,且外资对A股的配置比例依然处于低配状态,长期来看,外资的持续净流入依然存有空间。\n国际投资巨头“下注”中国\n华尔街投资大佬们,对中国资产的兴趣似乎愈发浓烈。\n首先是,查理·芒格在今年一季度建仓买入阿里巴巴后,又在第三季度逆势加仓。据芒格旗下的Daily Journal Corp.披露的13F文件显示,截止9月底,Daily Journal累积持有阿里巴巴302060股,相比一季度末,持仓数量增加了82.7%。\n值得注意的是,阿里巴巴是Daily Journal在第三季度唯一增持的投资标的,芒格对美国银行、富国银行等其他4至个股的持仓保持不变。\n复盘Daily Journal的持仓历史数据,可以发现,在芒格的掌舵之下,该公司的投资风格非常谨慎,几乎全部集中于传统领域的高股息类股票,2021年一季度、三季度突然重仓“抄底”,逆势加仓阿里巴巴,令市场感到意外。\n尤其是,阿里巴巴股价在第三季度一路暴跌,累计跌幅达到34.7%,总市值蒸发超过2139亿美元,芒格的下注决心之大可见一斑。\n其实,芒格第一次买入阿里巴巴的时间点也耐人寻味。当时是2020年四季度,阿里巴巴股价单季最大跌幅达33.8%。\n由此可见,芒格的两次买入,全是逆势交易,根据其以往的投资风格大致可以判断,芒格抄底、加仓阿里巴巴大概率不是为了短期炒差价,应该是在下注阿里巴巴未来的长期发展。\n在华尔街,对中国资产表现出浓烈兴趣的不止芒格一人。国庆前夕,全球最大对冲基金——桥水向美国证监会提交的信息披露文件显示,桥水在海外发行的中国基金(全天候中国基金)热卖,自基金设立以来,累计销售24.88亿美元(约合人民币160.39亿元)。\n桥水基金的创始人达利欧一直都是中国资产的多头,在桥水基金二季度报告中可以发现,截至今年二季度末,该基金持有至少37家中国公司的股份,合计市值约12亿美元,阿里巴巴、拼多多、京东、蔚来和百度以7.19亿美元的总市值位列前五,并在二季度增持了13家公司,包括雾芯科技、哔哩哔哩、腾讯音乐等。\n除了芒格、达利欧以外,方舟基金创始人、“女版巴菲特”凯瑟琳·伍德(Cathie Wood)也在坚守中国资产,她掌舵的多只基金都布局了京东、百度、阿里巴巴等中国上市公司。\n在中概股遭遇暴跌之后,凯瑟琳·伍德管理的ARKQ基金买入了超过16万股的京东ADR,合计约1200万美元。截至10月7日,方舟投资旗下的ARKQ(自动技术与机器人)基金对京东的持仓市值达到8996万美元,对百度的持仓市值达3481万美元。\n凯瑟琳·伍德在接受采访时表示,从长远来看,对中国并不悲观,中国是一个非常具有创业精神的社会,中国政府正在制定更多的规章制度,但我不认为其想要阻止增长和进步。\n另外,量化投资巨头Two Sigma发行的 Two Sigma中国核心股票基金,截至2021年8月17日,共销售8.88亿美元;全球最大上市对冲基金英仕曼旗下的AHL也于8月19日在开曼群岛注册了AHL中国目标风险基金(母基金)。其中,英仕曼是全球最大的上市对冲基金,最新管理规模约1236亿美元。\n二级市场基金之外,凯雷、华平、红杉等全球PE VC巨头也在开曼设立了中国的PE VC基金。\n3000亿外资疯狂涌入A股\n外资对中国资产的配置,并不仅仅局限于在美上市的中概股,大量外资正在通过沪深港通进入A股,直接配置中国上市公司。\n2021年1-9月,北向资金累计净流入金额额达到2918.47亿元,创下了历年同期的最高纪录。\n从单月维度来看,北向资金9月净买入A股305.19亿元,已连续12个月净买入A股,且近2个月北向资金净流入力度略有加大。\n从外资的重仓股来看,截至9月末,北向资金重仓股主要以白酒、医药等消费白马股为主,其中贵州茅台、美的集团、恒瑞医药、招商银行等传统蓝筹股位居前十大重仓股。同时,新能源龙头股也开始获得外资的重视,宁德时代已跻身北向资金的第3大重仓股,持股市值高达877亿元,隆基股份则成为了第5大重仓股,持股市值超500亿元。\n值得注意的是,今年以来,中国互联网行业连续遭遇集体大跌,不少龙头企业跌幅一度接近50%,大幅调整后的互联网优质企业已经引起了海外资金的重点关注。\n截至三季度末,跟踪中国互联网上市公司的金瑞中国互联网ETF(KWEB)年跌幅高达34%,但在今年7-9月期间,资金却逆势申购KWEB基金,净流入金额达到42.6亿美元。截止目前,KWEB的最新净资产规模接近68亿美元,已超越贝莱德旗下持仓更为广泛的iShares MSCI China ETF,成为美国最大的中国ETF。\n与此同时,国内QDII基金同样反映出了资金对于抄底互联网的热情。易方达中证海外互联ETF(513050)今年二季度以来份额持续大幅攀升,最新份额为193.2亿份,年内增幅超过6倍,目前基金规模已接近200亿元。高盛首席中国股票策略师预测,2021年外资持有A股比例有望创历史新高,北向资金今年以来买入较为强劲,受到市场持续关注,但海外公募基金对中国股票的配置处于历史低位。\n外资嗅到了什么?\n近日,一份名为《中国投资配置2021》的调查报告引发市场热议,其给出的数据显示,全球绝大多数资产所有者均已在过去12个月里上调或保持对中国投资的配置。\n这份调查报告是景顺委托经济学人影响力(Economist Impact)对全球投资者的中国配置进行的调查,涵盖了北美、亚太、欧洲和中东地区的200位资产所有者,调查在今年6月至7月期间收集了全球投资机构的资深投资专家对其中国投资配置的看法。\n其中85%的受访者表示,已在过去12个月上调或保持中国配置,64%预期将在未来12个月进一步增持;只有12%的受访者表示预期会有所减持。在全球范围下注的海外资金,往往更偏爱高性价比的优质资产,寻找价值洼地,押注稳定且处于向上的经济体。\n中国,是全球唯一一个受到新冠肺炎疫情冲后,仍在2020年实现GDP正增长的主要经济体,且2021年的经济仍在稳定增长,这在一定程度上给予了国际资本安全的稳定的大环境。\n另外,当前中国资产的估值水平仍处于合理甚至低估的状态,国信证券首席策略分析师燕翔表示,目前A股市场在盈利好、估值低的组合下仍具备非常高的投资性价比。同时,非常重要的一点是,当前外资对A股的配置比例依然处于低配状态。长期来看,外资的持续净流入依然存有空间。\n以阿里巴巴为例,截止10月8日收盘,阿里巴巴的最新市盈率(TTM)仅有18.5倍,几乎处于历史最低位,而其最新一季度的营收增速仍高达34%,且财务状况仍非常稳健。相比之下,美股市场的亚马逊、苹果、微软、谷歌的市盈率分别高达56.8倍、27.3倍、36.2倍、29.5倍,经营业绩的成长性并没有明显高于阿里巴巴。\n阿里巴巴仅仅是一个缩影,在腾讯、京东、百度等中国互联网企业也都处于低估值、业绩高增速的状态。而这背后主要原因是,下半年以来,中国一系列的监管政策,被市场放大。\n桥水基金创始人瑞.达利欧表示,中国最近的一系列监管措施,被部分西方投资者误解为“反资本主义”,而这些误解将让后者错失中国的机会,中国政策制定者的行动方向“从未改变”,一直以来都支持资本市场快速稳定发展、企业家精神,并对外国投资者持开放态度。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826020106,"gmtCreate":1633959951874,"gmtModify":1633959951874,"author":{"id":"3561149620708492","authorId":"3561149620708492","name":"EricStone","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561149620708492","authorIdStr":"3561149620708492"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BTCM\">$比特矿业(BTCM)$</a>好好涨 别闹 乖","listText":"<a href=\"https://laohu8.com/S/BTCM\">$比特矿业(BTCM)$</a>好好涨 别闹 乖","text":"$比特矿业(BTCM)$好好涨 别闹 乖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826020106","isVote":1,"tweetType":1,"viewCount":840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865737862,"gmtCreate":1633017371789,"gmtModify":1633017371789,"author":{"id":"3561149620708492","authorId":"3561149620708492","name":"EricStone","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561149620708492","authorIdStr":"3561149620708492"},"themes":[],"htmlText":"just do it!","listText":"just do it!","text":"just do it!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865737862","repostId":"1150696655","repostType":2,"repost":{"id":"1150696655","kind":"news","pubTimestamp":1632988334,"share":"https://www.laohu8.com/m/news/1150696655?lang=&edition=full","pubTime":"2021-09-30 15:52","market":"us","language":"zh","title":"最糟糕的情况:假如美国政府关门数周,美股可能暴跌30%","url":"https://stock-news.laohu8.com/highlight/detail?id=1150696655","media":"华尔街见闻","summary":"从今年8月1日起,美国国会给财政部无限发债的授权到期,联邦政府再度受到债务上限的制约。当前美国债务已达28.7万亿美元的上限,比国际金融危机时高了一倍还多。财政部估计,到10月18日,美国将无力偿还债","content":"<p>从今年8月1日起,美国国会给财政部无限发债的授权到期,联邦政府再度受到债务上限的制约。当前美国债务已达28.7万亿美元的上限,比国际金融危机时高了一倍还多。财政部估计,到10月18日,美国将无力偿还债务。</p>\n<p>分析认为,政府解决债务上限问题的时间越长,市场就会越紧张。如果美国政府停摆数周,宏观经济将遭受严重打击,美股可能暴跌30%,失业率将大增,美国信用也会受创。</p>\n<p><b>政府越拖 市场越紧张</b></p>\n<p>新闻机构Quartz表示,如果投资者购买到10月18日到期的国债,那么将只能获得几个基点的收益率,这表明目前投资者认为美国政府不太可能违约。</p>\n<p><img src=\"https://static.tigerbbs.com/d667679133d5f727b71e4752e12e39b2\" tg-width=\"640\" tg-height=\"392\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>但根据历史经验,政府解决债务上限问题的时间越长,市场就会越紧张。</p>\n<p>根据布鲁金斯学会的数据,<b>2013年,当国会在债务上限问题上犹豫不决时,美国国债收益率大幅上升,由于政府到最后一刻才批准增加贷款,收益率上升了40个基点甚至更多。</b></p>\n<p>28日,美国财政部长耶伦致函国会称,债务上限僵局拖到最后一分钟会严重损害企业和消费者信心,增加纳税人的借贷成本,并且将对美国信用评级产生负面影响。</p>\n<p><b>错过债务上限最后期限 美股或将暴跌30%</b></p>\n<p>根据美国智库布鲁金斯学会,如果财政部错过提高债务上限的最后期限,政府可能会推迟支付对机构、社保受益人、医保机构支付账单,并将继续支付国债的利息,以避免违约。</p>\n<p>这种做法可能会保护美国票据和债券的投资者,但同时可能会降低投资者对美国的信心。</p>\n<p>鲁金斯学会研究员Wendy Edelberg和Louise Sheine表示,这在很大程度上可能取决于这种僵局将持续多久,以及国债投资者是否认为它们将继续被优先考虑。</p>\n<p>两党政策中心(Bipartisan Policy Center)警告称,为了继续支付利息,财政部可能不得不削减约40%的支出,这将导致包括社保受益人和相关承包机构的所有相关人都难以支付自己的账单,损害公众对美国的信心。</p>\n<p>国际评级机构穆迪预测,如果美国债务违约,美国家庭财富将面临15万亿美元的损失,另外还将造成600万个劳动岗位的缺口。</p>\n<p>2013年,美联储也进行了类似的研究,研究显示,<b>假如美国政府停摆数周,宏观经济将遭受严重打击。</b></p>\n<p>届时,10年期国债收益率和BBB级公司债券收益率均会大幅增加,美股将暴跌30%,而美元则下跌10%。失业率大增、GDP增长放缓也将随之而来。</p>\n<p><img src=\"https://static.tigerbbs.com/4058335c398dddefea8465c754b314f2\" tg-width=\"640\" tg-height=\"527\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>但华尔街见闻此前提及,<b>高盛认为,从历史角度上看,美国政府停摆通常不会对股票市场产生重大影响。</b></p>\n<p>统计显示,在1980年以来的14次政府停摆中,标准普尔500指数在预算授权到期之日的回报率中值为-0.1%,在停摆期间为0.1%,在重开之日为0.3%。</p>\n<p>同时,高盛指出,相比于政府停摆及债务上限到期,<b>宏观基本面对于市场的影响更为重要。</b></p>\n<p>考虑到债务上限到期,目前的市场状况更接近于2011年和2013年的状况:标普500在2011年下跌,但在2013年债务上限到期时却出现反弹。</p>\n<p>这种市场变化可以从宏观基本面寻找原因:2011年整体宏观环境相对恶劣,欧债危机、标普下调美国主权债务评级、美国经济增速下滑都促使股市下跌;相比之下,2013年的宏观环境更为有利。</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>最糟糕的情况:假如美国政府关门数周,美股可能暴跌30%</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最糟糕的情况:假如美国政府关门数周,美股可能暴跌30%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-30 15:52 北京时间 <a href=https://wallstreetcn.com/articles/3641554><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>从今年8月1日起,美国国会给财政部无限发债的授权到期,联邦政府再度受到债务上限的制约。当前美国债务已达28.7万亿美元的上限,比国际金融危机时高了一倍还多。财政部估计,到10月18日,美国将无力偿还债务。\n分析认为,政府解决债务上限问题的时间越长,市场就会越紧张。如果美国政府停摆数周,宏观经济将遭受严重打击,美股可能暴跌30%,失业率将大增,美国信用也会受创。\n政府越拖 市场越紧张\n新闻机构...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3641554\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/347452cc99fb488c45ccd900fcf3aa20","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3641554","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1150696655","content_text":"从今年8月1日起,美国国会给财政部无限发债的授权到期,联邦政府再度受到债务上限的制约。当前美国债务已达28.7万亿美元的上限,比国际金融危机时高了一倍还多。财政部估计,到10月18日,美国将无力偿还债务。\n分析认为,政府解决债务上限问题的时间越长,市场就会越紧张。如果美国政府停摆数周,宏观经济将遭受严重打击,美股可能暴跌30%,失业率将大增,美国信用也会受创。\n政府越拖 市场越紧张\n新闻机构Quartz表示,如果投资者购买到10月18日到期的国债,那么将只能获得几个基点的收益率,这表明目前投资者认为美国政府不太可能违约。\n\n但根据历史经验,政府解决债务上限问题的时间越长,市场就会越紧张。\n根据布鲁金斯学会的数据,2013年,当国会在债务上限问题上犹豫不决时,美国国债收益率大幅上升,由于政府到最后一刻才批准增加贷款,收益率上升了40个基点甚至更多。\n28日,美国财政部长耶伦致函国会称,债务上限僵局拖到最后一分钟会严重损害企业和消费者信心,增加纳税人的借贷成本,并且将对美国信用评级产生负面影响。\n错过债务上限最后期限 美股或将暴跌30%\n根据美国智库布鲁金斯学会,如果财政部错过提高债务上限的最后期限,政府可能会推迟支付对机构、社保受益人、医保机构支付账单,并将继续支付国债的利息,以避免违约。\n这种做法可能会保护美国票据和债券的投资者,但同时可能会降低投资者对美国的信心。\n鲁金斯学会研究员Wendy Edelberg和Louise Sheine表示,这在很大程度上可能取决于这种僵局将持续多久,以及国债投资者是否认为它们将继续被优先考虑。\n两党政策中心(Bipartisan Policy Center)警告称,为了继续支付利息,财政部可能不得不削减约40%的支出,这将导致包括社保受益人和相关承包机构的所有相关人都难以支付自己的账单,损害公众对美国的信心。\n国际评级机构穆迪预测,如果美国债务违约,美国家庭财富将面临15万亿美元的损失,另外还将造成600万个劳动岗位的缺口。\n2013年,美联储也进行了类似的研究,研究显示,假如美国政府停摆数周,宏观经济将遭受严重打击。\n届时,10年期国债收益率和BBB级公司债券收益率均会大幅增加,美股将暴跌30%,而美元则下跌10%。失业率大增、GDP增长放缓也将随之而来。\n\n但华尔街见闻此前提及,高盛认为,从历史角度上看,美国政府停摆通常不会对股票市场产生重大影响。\n统计显示,在1980年以来的14次政府停摆中,标准普尔500指数在预算授权到期之日的回报率中值为-0.1%,在停摆期间为0.1%,在重开之日为0.3%。\n同时,高盛指出,相比于政府停摆及债务上限到期,宏观基本面对于市场的影响更为重要。\n考虑到债务上限到期,目前的市场状况更接近于2011年和2013年的状况:标普500在2011年下跌,但在2013年债务上限到期时却出现反弹。\n这种市场变化可以从宏观基本面寻找原因:2011年整体宏观环境相对恶劣,欧债危机、标普下调美国主权债务评级、美国经济增速下滑都促使股市下跌;相比之下,2013年的宏观环境更为有利。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1036,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":810708845,"gmtCreate":1630002638987,"gmtModify":1704954443584,"author":{"id":"3561149620708492","authorId":"3561149620708492","name":"EricStone","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561149620708492","authorIdStr":"3561149620708492"},"themes":[],"htmlText":"<a 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现在跌只能说明镰刀们达成了统一默契。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836612353","isVote":1,"tweetType":1,"viewCount":1084,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":839887534,"gmtCreate":1629149059128,"gmtModify":1629149059128,"author":{"id":"3561149620708492","authorId":"3561149620708492","name":"EricStone","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561149620708492","authorIdStr":"3561149620708492"},"themes":[],"htmlText":"洗脑文","listText":"洗脑文","text":"洗脑文","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839887534","repostId":"1172278485","repostType":4,"repost":{"id":"1172278485","kind":"news","pubTimestamp":1629107136,"share":"https://www.laohu8.com/m/news/1172278485?lang=&edition=full","pubTime":"2021-08-16 17:45","market":"us","language":"zh","title":"“聪明钱”逃离中概股?13F文件告诉你:中概股“真香”","url":"https://stock-news.laohu8.com/highlight/detail?id=1172278485","media":"英为财情","summary":"每个季度一公布的13F文件,是华尔街投资者最关注的文件之一。","content":"<p>每个季度一公布的13F文件,是华尔街投资者最关注的文件之一。</p>\n<p>所谓13F文件,是由管理1亿美元以上的股权资产机构向美国证券交易委员会(SEC)披露的,该机构持有美国股权的情况以及资金的有关去向。需要提交13F文件的机构包括对冲基金、信托公司、养老金、保险公司等。</p>\n<p>也就是说,通过13F文件,投资者不仅可以看到华尔街最权威投资机构的持仓情况,还可以看到各大明星股被投资的情况。某种程度上,投资者还可以“抄作业”,在不用支付管理费的情况下,获得最佳的投资组合选股“建议”。</p>\n<p>最新的一个季度的13F文件又开始陆续公布了,这一期的13F文件,让我们最好奇的是,在经历了动荡的一个季度以后,在美国上市的中国科技股们,是否已经被华尔街抛弃了?数据或许最可以说明问题。</p>\n<p><b>中概股的忐忑一季</b></p>\n<p>一则“木头姐几乎清仓所有中概股”的消息点燃市场,一时间,人们对于中概股的信心跌至谷底,而这也并不是空穴来风。</p>\n<p>来自中美两国的监管压力都在加大,一方面,在美上市中国科技公司的退市压力是真实存在的,与此同时,原计划赴美IPO的中国企业也开启了撤回潮。另一方面,中国国内的监管也日趋严格,无论是在科技行业,还是在教培行业,都引发了巨震。</p>\n<p>不仅是“木头姐”的基金,二季度,持有大量中概股ADR的ETF Invesco Golden Dragon China ETF (NASDAQ:PGJ)下跌25%,与此同时,MSCI中国指数也下跌了近13%。“聪明钱”似乎在纷纷离场中概股?</p>\n<p><img src=\"https://static.tigerbbs.com/1463a47729fb591e2a8c1e06c4e810fb\" tg-width=\"753\" tg-height=\"726\" referrerpolicy=\"no-referrer\">(PGJ周线图来自英为财情Investing.com)</p>\n<p>但是,也有市场分析认为,目前对于中概股的看法过于悲观,一些中概股仍然拥有坚实的基本面,市场接下来仍有变向的可能。</p>\n<p><b>各大投行用13F文件告诉你,中概股“真香”</b></p>\n<p>根据最近陆续公布的各大投行机构的13F文件显示,并非所有的投行都在离中概股远去,相反,一些知名投行正在逢低布局。</p>\n<p>其中,最广为人知的就是,<a href=\"https://laohu8.com/S/GS\">高盛</a> (NYSE:GS)在二季度大举买入了587万股<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> (NYSE:BABA)股票,目前这只知名中概股已经成为了该行的第五大持仓股,占其投资组合比例的1.55%,而且,不仅买入阿里巴巴股票,高盛还同时持有该股的看涨期权。</p>\n<p><img src=\"https://static.tigerbbs.com/a68000528b4b6c67457363f0d7910dc5\" tg-width=\"727\" tg-height=\"737\" referrerpolicy=\"no-referrer\">(阿里巴巴周线图来自英为财情Investing.com)</p>\n<p>与此同时,<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>也买入了阿里巴巴(BABA)的看涨期权。此外,投资管理公司Primecap也在二季度增持阿里巴巴。</p>\n<p>除了阿里巴巴,投行同时也在关注其他中概股。比如中国线上招聘平台<a href=\"https://laohu8.com/S/BZ\">BOSS直聘</a> (NASDAQ:BZ),目前小摩对其持股总市值约为1.22亿美元;此外,在<a href=\"https://laohu8.com/S/C\">花旗</a>公布的13F报告之中,也出现了BOSS直聘的身影,老虎<a href=\"https://laohu8.com/S/601099\">太平洋</a>基金(TPC)第二季度也建仓了BOSS 直聘。</p>\n<p>摩根大通同时还买入了内地最大的网约车平台<a href=\"https://laohu8.com/S/DIDI\">滴滴</a> (NYSE:DIDI),目前持仓市值约3.58亿美元。</p>\n<p>另外,<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a> (NASDAQ:IQ)、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a> (HK:9626)等中国视频网站也被资本看好,包括<a href=\"https://laohu8.com/S/BLK\">贝莱德</a> (NYSE:BLK)、先锋领航、老虎太平洋基金(TPC)等资本都加仓了这两家视频平台公司。其中,先锋领航二季度增持哔哩哔哩公司312.9万股,期末总市值达10.6亿美元,加仓爱奇艺128万股。</p>","source":"ywcq","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>“聪明钱”逃离中概股?13F文件告诉你:中概股“真香”</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“聪明钱”逃离中概股?13F文件告诉你:中概股“真香”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-16 17:45 北京时间 <a href=https://cn.investing.com/analysis/article-200466687><strong>英为财情</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>每个季度一公布的13F文件,是华尔街投资者最关注的文件之一。\n所谓13F文件,是由管理1亿美元以上的股权资产机构向美国证券交易委员会(SEC)披露的,该机构持有美国股权的情况以及资金的有关去向。需要提交13F文件的机构包括对冲基金、信托公司、养老金、保险公司等。\n也就是说,通过13F文件,投资者不仅可以看到华尔街最权威投资机构的持仓情况,还可以看到各大明星股被投资的情况。某种程度上,投资者还可以“...</p>\n\n<a href=\"https://cn.investing.com/analysis/article-200466687\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/32f76f2b955be371110b877bebef37ba","relate_stocks":{"513050":"中概互联网ETF"},"source_url":"https://cn.investing.com/analysis/article-200466687","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172278485","content_text":"每个季度一公布的13F文件,是华尔街投资者最关注的文件之一。\n所谓13F文件,是由管理1亿美元以上的股权资产机构向美国证券交易委员会(SEC)披露的,该机构持有美国股权的情况以及资金的有关去向。需要提交13F文件的机构包括对冲基金、信托公司、养老金、保险公司等。\n也就是说,通过13F文件,投资者不仅可以看到华尔街最权威投资机构的持仓情况,还可以看到各大明星股被投资的情况。某种程度上,投资者还可以“抄作业”,在不用支付管理费的情况下,获得最佳的投资组合选股“建议”。\n最新的一个季度的13F文件又开始陆续公布了,这一期的13F文件,让我们最好奇的是,在经历了动荡的一个季度以后,在美国上市的中国科技股们,是否已经被华尔街抛弃了?数据或许最可以说明问题。\n中概股的忐忑一季\n一则“木头姐几乎清仓所有中概股”的消息点燃市场,一时间,人们对于中概股的信心跌至谷底,而这也并不是空穴来风。\n来自中美两国的监管压力都在加大,一方面,在美上市中国科技公司的退市压力是真实存在的,与此同时,原计划赴美IPO的中国企业也开启了撤回潮。另一方面,中国国内的监管也日趋严格,无论是在科技行业,还是在教培行业,都引发了巨震。\n不仅是“木头姐”的基金,二季度,持有大量中概股ADR的ETF 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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/3d12f820102df1859c1d25e4011ee104","relate_stocks":{"LKNCY":"瑞幸咖啡"},"source_url":"https://www.jiemian.com/article/6748535.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172325342","content_text":"据路透社消息,瑞幸咖啡就股东集体诉讼达成1.75亿美元的和解协议。\n股东方面律师称,当地时间周一晚上提交的全现金和解协议是一个“很好的结果”,指因瑞幸公司在开曼群岛的清算程序和根据美国破产法提出的相关保护申请。该协议还涉及瑞幸高管、该公司2019年首次公开发行6.45亿美元股票的承销商以及后来发行美国存托股票的承销商。\n美国曼哈顿地区法官John 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