张国荣1997的个人主页 - 老虎社区

张国荣1997

张国荣1997

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7主题

0勋章

2021-11-12

$农夫山泉(09633)$眼高手低

2021-09-17

挂羊头卖狗肉

抱歉，原内容已删除

2021-09-10

对股民来说，不会上涨不是好股

抱歉，原内容已删除

2021-08-06

顺风车来了

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2021-08-01

好样的，看好你

抱歉，原内容已删除

2021-08-01

唇亡齿寒

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2021-07-02

短期还是可以操作

抱歉，原内容已删除

2021-06-29

启动了，10%，不贪不贪

2021-06-29

等$25

抱歉，原内容已删除

2021-06-29

👀👀👀👀👀👀👀👀👀👀👀

抱歉，原内容已删除

2021-06-23

[财迷]

抱歉，原内容已删除

2021-06-16

$长城汽车(02333)$估计会回到20

2021-04-09

廉颇老矣，尚能饭否

抱歉，原内容已删除

2021-04-09

来来来，割韭菜

抱歉，原内容已删除

2021-04-08

见好就收，一本万利

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08:43","market":"sh","language":"zh","title":"证券官媒密集抨击风格漂移基金：让市场不再出现盲盒基金","url":"https://stock-news.laohu8.com/highlight/detail?id=1179778026","media":"华尔街见闻","summary":"报道称“盲盒”基金正在持续调仓换股。\n那些风格漂移、偏离“主业”的基金产品正在引起媒体和监管的关注。\n9月16日，中国证券报报道称，近期监管部门对部分风格发生偏离的基金产品进行了重点关注，要求重点说明","content":"<p>报道称“盲盒”基金正在持续调仓换股。</p>\n<p>那些风格漂移、偏离“主业”的基金产品正在引起媒体和监管的关注。</p>\n<p>9月16日，中国证券报报道称，近期监管部门对部分风格发生偏离的基金产品进行了重点关注，要求重点说明持仓是否符合基金合同。相关基金经理也正在对基金产品的持仓进行调整。</p>\n<p>报道指出，近期的净值走势显示，这些“盲盒基金”的实际净值开始偏离估算净值，印证了基金正在持续调仓换股：</p>\n<blockquote>\n 名为创新成长但实际“梭哈”金融股的某创新成长基金，前十大重仓股中，有中国太保、中国平安、新华保险、广发证券、中信证券、兴业银行六只保险、银行、券商股。9月14日，这6只股票全部下跌，跌幅均超过2%，另外4只重仓股也仅有一只微涨，其余全部下跌。在此情况下，该基金当日实际净值却上涨0.81%，大幅超出估算净值。还有前十大重仓股中7只为新能源股的某教育主题基金，9月14日净值估算上涨1.19%，但实际净值上涨0.78%。\n</blockquote>\n<p>报道援引业内人士称，“风格漂移”的行业老问题，还需要从体制机制层面寻找新办法：</p>\n<blockquote>\n 公募基金追求相对收益，渠道也喜欢持续营销阶段性表现突出的基金产品，整个行业的利益导向诱使基金经理做短视的动作。而且在赚钱的时候，投资者也觉得这种‘背约’的行为有益无害。公募基金行业体制机制、理念文化的建设任重道远。\n</blockquote>\n<p>9月17日，证券日报和证券时报也双双就基金风格漂移问题，在头版发表评论文章。</p>\n<p>在标题为《今日视点：基金风格漂移是病,得治！》的文章中，证券日报评论员安宁表示，基金风格漂移后不管是赚钱还是亏损，这种行为都是违约行为，挑战的是投资者对基金管理人的信任和市场已经形成的契约精神。</p>\n<p>该文章表示，如果一只主题基金确实想漂移，可以根据基金合同规定，需要变更基金投资目标、范围或策略时，可以召开基金份额持有人大会。主题投资基金如果要改变投资目标和策略可通过基金份额持有人大会审议通过。</p>\n<p>文章同时建议完善基金公司内部考核评价机制，针对不同产品特点的基金设立不同的考核标准。另外，对于违反基金合同，给投资者带来损害的基金管理人要加大追责力度。</p>\n<p>证券时报记者黄小鹏在《用科学方法治理基金风格漂移大冒险》一文中表示，风格飘移这种背离合同约束，行一时之便、得一时之利的玩法，聪明是聪明，不过是一种小聪明，它对市场整体稳定、对基金行业长远发展都构成危害：</p>\n<blockquote>\n 它首先强化了市场的羊群效应，加大了市场波动；其次这种风格的随意改变和漂移并不能保证长期增加收益，甚至短期内也不见得有系统性超额收益，漂错了方向，还会增加持有人与管理人之间发生纠纷的风险；再次，随意违背受托责任最终只会让合同失去严肃性，既不利于持有人树立理性投资观念，也可能让现实的持有人和潜在投资者失去对行业的信任。\n</blockquote>\n<p>该文表示，要系统地解决这个问题，让市场不再出现“盲盒”产品，不能只靠监管压力，建立量化可操作的指标体系，构建约束性更强的监管规则，加大信息披露，才是治本之策，具体可考虑以下办法：</p>\n<blockquote>\n 一是细化募集报告中可投资对象的描述，建立白名单制度，要求公布具体可投资对象的名单，因新股上市、退市而使名单增减的，可在定期报告中更新；\n</blockquote>\n<blockquote>\n 二是建立起衡量风格偏离的数据指标，要求在一年四次的定期报告中专门披露基金对合同中风格遵守情况的信息，公布风格偏离程度的具体数据，对偏离超过一定限度的，规定回归的期限和方式，这样可让那些不顾合同约定追热点的基金慎重行事，知难而止；\n</blockquote>\n<blockquote>\n 三是更严格约束变更业绩比较基准、基金更名等实质性更改合同内容的事项，两者均必须经持有人大会通过，同时提高相关信息披露的及时性和详尽程度。\n</blockquote>\n<blockquote>\n 此外，还可要求第三方评级机构将合同遵守情况、风格偏离情况纳入评级指标体系中，对合同遵守不好、风格偏离度高的基金不予评级或将其视为主要风险因素大幅扣减评分，遏制某些基金管理人风格漂移大冒险、一旦得手则名利双收的冲动。\n</blockquote>\n<p>本文综合自中国证券报、证券日报、证券时报。</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>证券官媒密集抨击风格漂移基金：让市场不再出现盲盒基金</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证券官媒密集抨击风格漂移基金：让市场不再出现盲盒基金\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-17 08:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3640638><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>报道称“盲盒”基金正在持续调仓换股。\n那些风格漂移、偏离“主业”的基金产品正在引起媒体和监管的关注。\n9月16日，中国证券报报道称，近期监管部门对部分风格发生偏离的基金产品进行了重点关注，要求重点说明持仓是否符合基金合同。相关基金经理也正在对基金产品的持仓进行调整。\n报道指出，近期的净值走势显示，这些“盲盒基金”的实际净值开始偏离估算净值，印证了基金正在持续调仓换股：\n\n 名为创新成长但实际“梭哈...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3640638\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/753c9aba3202037bc97463c545d5d015","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3640638","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1179778026","content_text":"报道称“盲盒”基金正在持续调仓换股。\n那些风格漂移、偏离“主业”的基金产品正在引起媒体和监管的关注。\n9月16日，中国证券报报道称，近期监管部门对部分风格发生偏离的基金产品进行了重点关注，要求重点说明持仓是否符合基金合同。相关基金经理也正在对基金产品的持仓进行调整。\n报道指出，近期的净值走势显示，这些“盲盒基金”的实际净值开始偏离估算净值，印证了基金正在持续调仓换股：\n\n 名为创新成长但实际“梭哈”金融股的某创新成长基金，前十大重仓股中，有中国太保、中国平安、新华保险、广发证券、中信证券、兴业银行六只保险、银行、券商股。9月14日，这6只股票全部下跌，跌幅均超过2%，另外4只重仓股也仅有一只微涨，其余全部下跌。在此情况下，该基金当日实际净值却上涨0.81%，大幅超出估算净值。还有前十大重仓股中7只为新能源股的某教育主题基金，9月14日净值估算上涨1.19%，但实际净值上涨0.78%。\n\n报道援引业内人士称，“风格漂移”的行业老问题，还需要从体制机制层面寻找新办法：\n\n 公募基金追求相对收益，渠道也喜欢持续营销阶段性表现突出的基金产品，整个行业的利益导向诱使基金经理做短视的动作。而且在赚钱的时候，投资者也觉得这种‘背约’的行为有益无害。公募基金行业体制机制、理念文化的建设任重道远。\n\n9月17日，证券日报和证券时报也双双就基金风格漂移问题，在头版发表评论文章。\n在标题为《今日视点：基金风格漂移是病,得治！》的文章中，证券日报评论员安宁表示，基金风格漂移后不管是赚钱还是亏损，这种行为都是违约行为，挑战的是投资者对基金管理人的信任和市场已经形成的契约精神。\n该文章表示，如果一只主题基金确实想漂移，可以根据基金合同规定，需要变更基金投资目标、范围或策略时，可以召开基金份额持有人大会。主题投资基金如果要改变投资目标和策略可通过基金份额持有人大会审议通过。\n文章同时建议完善基金公司内部考核评价机制，针对不同产品特点的基金设立不同的考核标准。另外，对于违反基金合同，给投资者带来损害的基金管理人要加大追责力度。\n证券时报记者黄小鹏在《用科学方法治理基金风格漂移大冒险》一文中表示，风格飘移这种背离合同约束，行一时之便、得一时之利的玩法，聪明是聪明，不过是一种小聪明，它对市场整体稳定、对基金行业长远发展都构成危害：\n\n 它首先强化了市场的羊群效应，加大了市场波动；其次这种风格的随意改变和漂移并不能保证长期增加收益，甚至短期内也不见得有系统性超额收益，漂错了方向，还会增加持有人与管理人之间发生纠纷的风险；再次，随意违背受托责任最终只会让合同失去严肃性，既不利于持有人树立理性投资观念，也可能让现实的持有人和潜在投资者失去对行业的信任。\n\n该文表示，要系统地解决这个问题，让市场不再出现“盲盒”产品，不能只靠监管压力，建立量化可操作的指标体系，构建约束性更强的监管规则，加大信息披露，才是治本之策，具体可考虑以下办法：\n\n 一是细化募集报告中可投资对象的描述，建立白名单制度，要求公布具体可投资对象的名单，因新股上市、退市而使名单增减的，可在定期报告中更新；\n\n\n 二是建立起衡量风格偏离的数据指标，要求在一年四次的定期报告中专门披露基金对合同中风格遵守情况的信息，公布风格偏离程度的具体数据，对偏离超过一定限度的，规定回归的期限和方式，这样可让那些不顾合同约定追热点的基金慎重行事，知难而止；\n\n\n 三是更严格约束变更业绩比较基准、基金更名等实质性更改合同内容的事项，两者均必须经持有人大会通过，同时提高相关信息披露的及时性和详尽程度。\n\n\n 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09:25","market":"sh","language":"zh","title":"开盘：恒指涨0.56%，药品股全线上涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1143868413","media":"老虎资讯综合","summary":"6月23日，港股主要指数高开，恒指涨0.56%报28468点，国指涨0.5%报10522点，恒生科技指数涨0.72%报7868点。盘面上，药品股全线高开， 德琪医药涨超3%，复星医药涨超2%；保险股、","content":"<p>6月23日，港股主要指数高开，恒指涨0.56%报28468点，国指涨0.5%报10522点，恒生科技指数涨0.72%报7868点。<img src=\"https://static.tigerbbs.com/689763a13fcb2f7853be1ab3c02f7163\" tg-width=\"840\" tg-height=\"470\">盘面上，药品股全线高开， 德琪医药涨超3%，<a href=\"https://laohu8.com/S/600196\">复星医药</a>涨超2%；保险股、乳制品、餐饮股、高铁基建股、物管股普遍上涨，<a href=\"https://laohu8.com/S/06186\">中国飞鹤</a>、<a href=\"https://laohu8.com/S/06862\">海底捞</a>高开逾2%；大型科技股多数上涨，<a href=\"https://laohu8.com/S/JD\">京东</a>集团涨超2%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>、、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、美团高开1%，惟<a href=\"https://laohu8.com/S/NTES\">网易</a>跌1.26%；钢铁股、煤炭股、体育用品股普跌。</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>开盘：恒指涨0.56%，药品股全线上涨 </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{ 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-23 09:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月23日，港股主要指数高开，恒指涨0.56%报28468点，国指涨0.5%报10522点，恒生科技指数涨0.72%报7868点。<img src=\"https://static.tigerbbs.com/689763a13fcb2f7853be1ab3c02f7163\" tg-width=\"840\" tg-height=\"470\">盘面上，药品股全线高开， 德琪医药涨超3%，<a href=\"https://laohu8.com/S/600196\">复星医药</a>涨超2%；保险股、乳制品、餐饮股、高铁基建股、物管股普遍上涨，<a href=\"https://laohu8.com/S/06186\">中国飞鹤</a>、<a href=\"https://laohu8.com/S/06862\">海底捞</a>高开逾2%；大型科技股多数上涨，<a href=\"https://laohu8.com/S/JD\">京东</a>集团涨超2%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>、、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、美团高开1%，惟<a href=\"https://laohu8.com/S/NTES\">网易</a>跌1.26%；钢铁股、煤炭股、体育用品股普跌。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5b3b5e72649367d0aafd9bcbbca9bcd1","relate_stocks":{"513600":"恒生指数ETF","HSI":"恒生指数","02833":"恒指ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143868413","content_text":"6月23日，港股主要指数高开，恒指涨0.56%报28468点，国指涨0.5%报10522点，恒生科技指数涨0.72%报7868点。盘面上，药品股全线高开， 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href=\"https://laohu8.com/S/09633\">$农夫山泉(09633)$</a>眼高手低","text":"$农夫山泉(09633)$眼高手低","images":[{"img":"https://static.tigerbbs.com/d2156b87e654ddc3b1983f4d28950a63","width":"1200","height":"2133"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879328492","isVote":1,"tweetType":1,"viewCount":764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":883217377,"gmtCreate":1631243632499,"gmtModify":1631890427675,"author":{"id":"3567739900279053","authorId":"3567739900279053","name":"张国荣1997","avatar":"https://static.tigerbbs.com/ddff5f156178747ba93fbff66aecd39a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567739900279053","authorIdStr":"3567739900279053"},"themes":[],"htmlText":"对股民来说，不会上涨不是好股","listText":"对股民来说，不会上涨不是好股","text":"对股民来说，不会上涨不是好股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/883217377","repostId":"1109664000","repostType":4,"repost":{"id":"1109664000","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631187087,"share":"https://www.laohu8.com/m/news/1109664000?lang=&edition=full","pubTime":"2021-09-09 19:31","market":"hk","language":"zh","title":"小米集团：今日耗资约9817万港元，回购410万股","url":"https://stock-news.laohu8.com/highlight/detail?id=1109664000","media":"老虎资讯综合","summary":"9月9日，小米集团：今日回购410万股股份，耗资约9817万港元。","content":"<p>9月9日，小米集团：今日回购410万股股份，耗资约9817万港元。<img src=\"https://static.tigerbbs.com/e5d5596fbc7bb09f8ecf1c9bfcfbda55\" tg-width=\"1563\" tg-height=\"477\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/b418eeb9aeef01083458a7a9764e8de7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>小米集团：今日耗资约9817万港元，回购410万股</title>\n<style 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src=\"https://static.tigerbbs.com/e5d5596fbc7bb09f8ecf1c9bfcfbda55\" tg-width=\"1563\" tg-height=\"477\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/b418eeb9aeef01083458a7a9764e8de7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109664000","content_text":"9月9日，小米集团：今日回购410万股股份，耗资约9817万港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":899466476,"gmtCreate":1628211254695,"gmtModify":1631890427694,"author":{"id":"3567739900279053","authorId":"3567739900279053","name":"张国荣1997","avatar":"https://static.tigerbbs.com/ddff5f156178747ba93fbff66aecd39a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567739900279053","authorIdStr":"3567739900279053"},"themes":[],"htmlText":"顺风车来了","listText":"顺风车来了","text":"顺风车来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899466476","repostId":"2157525594","repostType":2,"repost":{"id":"2157525594","pubTimestamp":1628209691,"share":"https://www.laohu8.com/m/news/2157525594?lang=&edition=full","pubTime":"2021-08-06 08:28","market":"sh","language":"zh","title":"吉利汽车连续7天获南向资金净买入","url":"https://stock-news.laohu8.com/highlight/detail?id=2157525594","media":"证券时报网","summary":"证券时报网讯，8月5日上榜的港股通成交活跃股中，吉利汽车通过港股通渠道成交金额为12.06亿港元，净买入金额为6.76亿港元，不仅如此，该股已连续7日出现成交净买入，累计净买入金额55.89亿 ...","content":"<div>\n<p>证券时报网讯，8月5日上榜的港股通成交活跃股中，吉利汽车通过港股通渠道成交金额为12.06亿港元，净买入金额为6.76亿港元，不仅如此，该股已连续7日出现成交净买入，累计净买入金额55.89亿港元。\n关注同花顺财经（ths518），获取更多机会</p>\n\n<a href=\"http://stock.10jqka.com.cn/hks/20210806/c631622312.shtml\">Web Link</a>\n\n</div>\n","source":"tonghuashun","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>吉利汽车连续7天获南向资金净买入</title>\n<style 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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/3bb12ae9fd2b952cdad901fc6357d938","relate_stocks":{"00175":"吉利汽车"},"source_url":"http://stock.10jqka.com.cn/hks/20210806/c631622312.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/f0343184bd9b9c963ed02b302442e2b8","article_id":"2157525594","content_text":"证券时报网讯，8月5日上榜的港股通成交活跃股中，吉利汽车通过港股通渠道成交金额为12.06亿港元，净买入金额为6.76亿港元，不仅如此，该股已连续7日出现成交净买入，累计净买入金额55.89亿港元。\n关注同花顺财经（ths518），获取更多机会","news_type":1},"isVote":1,"tweetType":1,"viewCount":1116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":159902949,"gmtCreate":1624933989181,"gmtModify":1631890427744,"author":{"id":"3567739900279053","authorId":"3567739900279053","name":"张国荣1997","avatar":"https://static.tigerbbs.com/ddff5f156178747ba93fbff66aecd39a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567739900279053","authorIdStr":"3567739900279053"},"themes":[],"htmlText":"启动了，10%，不贪不贪","listText":"启动了，10%，不贪不贪","text":"启动了，10%，不贪不贪","images":[{"img":"https://static.tigerbbs.com/bcbb1312a97acfb4867bd12976c7a698","width":"1200","height":"2273"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159902949","isVote":1,"tweetType":1,"viewCount":1131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":159077248,"gmtCreate":1624933678485,"gmtModify":1631890427756,"author":{"id":"3567739900279053","authorId":"3567739900279053","name":"张国荣1997","avatar":"https://static.tigerbbs.com/ddff5f156178747ba93fbff66aecd39a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567739900279053","authorIdStr":"3567739900279053"},"themes":[],"htmlText":"等$25","listText":"等$25","text":"等$25","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159077248","repostId":"1190621488","repostType":4,"isVote":1,"tweetType":1,"viewCount":1341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":159074548,"gmtCreate":1624933635484,"gmtModify":1631890427769,"author":{"id":"3567739900279053","authorId":"3567739900279053","name":"张国荣1997","avatar":"https://static.tigerbbs.com/ddff5f156178747ba93fbff66aecd39a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567739900279053","authorIdStr":"3567739900279053"},"themes":[],"htmlText":"👀👀👀👀👀👀👀👀👀👀👀","listText":"👀👀👀👀👀👀👀👀👀👀👀","text":"👀👀👀👀👀👀👀👀👀👀👀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159074548","repostId":"1190621488","repostType":4,"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169804539,"gmtCreate":1623825430421,"gmtModify":1631888841794,"author":{"id":"3567739900279053","authorId":"3567739900279053","name":"张国荣1997","avatar":"https://static.tigerbbs.com/ddff5f156178747ba93fbff66aecd39a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567739900279053","authorIdStr":"3567739900279053"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02333\">$长城汽车(02333)$</a>估计会回到20","listText":"<a href=\"https://laohu8.com/S/02333\">$长城汽车(02333)$</a>估计会回到20","text":"$长城汽车(02333)$估计会回到20","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169804539","isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":348287565,"gmtCreate":1617932426557,"gmtModify":1631892362024,"author":{"id":"3567739900279053","authorId":"3567739900279053","name":"张国荣1997","avatar":"https://static.tigerbbs.com/ddff5f156178747ba93fbff66aecd39a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567739900279053","authorIdStr":"3567739900279053"},"themes":[],"htmlText":"廉颇老矣，尚能饭否","listText":"廉颇老矣，尚能饭否","text":"廉颇老矣，尚能饭否","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348287565","repostId":"1175659770","repostType":4,"repost":{"id":"1175659770","pubTimestamp":1617883112,"share":"https://www.laohu8.com/m/news/1175659770?lang=&edition=full","pubTime":"2021-04-08 19:58","market":"us","language":"zh","title":"美股崩盘警讯极强？不，是股神巴菲特指标不准了","url":"https://stock-news.laohu8.com/highlight/detail?id=1175659770","media":"汇通网","summary":"按照“股神”巴菲特的指标，当美股市值在GDP的80%就是买点该底价抢筹了，当比例超过120%时就是泡沫阶段，是崩盘前非常强烈的警告信号！\n按照这一指标，其实美股，特别是科技股早就超过了。\n而且看威尔希","content":"<p>按照“股神”巴菲特的指标，当美股市值在GDP的80%就是买点该底价抢筹了，当比例超过120%时就是泡沫阶段，是崩盘前非常强烈的警告信号！</p>\n<p>按照这一指标，其实美股，特别是科技股早就超过了。</p>\n<p>而且看威尔希尔5000总市场指数，标准普尔500指数约占美国股市总市值的78%。标普500指数的总市值今年已突破33万亿美元，超过了最新估计的美国第四季度GDP(21.5万亿美元)的150%。</p>\n<p>本周，特斯拉CEO马斯克在推特上给明星选股人、方舟投资老板凯西·伍德提问时，后者认为，之所以现在美股早已过了巴菲特的警告线，是因为低估了GDP增长，因为今天的技术创新使以前的技术相形见绌，压低了价格，刺激了需求。</p>\n<p>我们此前也说过，美股持续刷新记录，其背后的核心原因在于美国当前处于近零利率环境，所以巨债成本低，加之美国近5万亿美元印钞注入，美国的上市企业可以发债回购继续推升股价。所以我们看到，美国上市企业公司债务正在和股价回购增长率如影随形。</p>\n<p>对于这种拉高股价行为，凯西·伍德也警告称，最终会付出代价，她说<b>那些没有创新，而是借钱回购股票和派发股息的公司将付出高昂的代价</b>。它们将被迫降价，以转移库存并偿还债务。</p>\n<p>所以美股会崩吗，合适崩，今时已不同，不能再以历史或者单一指标来衡量了。</p>","source":"HTW","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>美股崩盘警讯极强？不，是股神巴菲特指标不准了</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; 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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美股崩盘警讯极强？不，是股神巴菲特指标不准了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-08 19:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://news.fx678.com/202104081917022112.shtml><strong>汇通网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>按照“股神”巴菲特的指标，当美股市值在GDP的80%就是买点该底价抢筹了，当比例超过120%时就是泡沫阶段，是崩盘前非常强烈的警告信号！\n按照这一指标，其实美股，特别是科技股早就超过了。\n而且看威尔希尔5000总市场指数，标准普尔500指数约占美国股市总市值的78%。标普500指数的总市值今年已突破33万亿美元，超过了最新估计的美国第四季度GDP(21.5万亿美元)的150%。\n本周，特斯拉CEO...</p>\n\n<a href=\"https://news.fx678.com/202104081917022112.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/c1b9fef028787bba142fa31212ae49d2","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://news.fx678.com/202104081917022112.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175659770","content_text":"按照“股神”巴菲特的指标，当美股市值在GDP的80%就是买点该底价抢筹了，当比例超过120%时就是泡沫阶段，是崩盘前非常强烈的警告信号！\n按照这一指标，其实美股，特别是科技股早就超过了。\n而且看威尔希尔5000总市场指数，标准普尔500指数约占美国股市总市值的78%。标普500指数的总市值今年已突破33万亿美元，超过了最新估计的美国第四季度GDP(21.5万亿美元)的150%。\n本周，特斯拉CEO马斯克在推特上给明星选股人、方舟投资老板凯西·伍德提问时，后者认为，之所以现在美股早已过了巴菲特的警告线，是因为低估了GDP增长，因为今天的技术创新使以前的技术相形见绌，压低了价格，刺激了需求。\n我们此前也说过，美股持续刷新记录，其背后的核心原因在于美国当前处于近零利率环境，所以巨债成本低，加之美国近5万亿美元印钞注入，美国的上市企业可以发债回购继续推升股价。所以我们看到，美国上市企业公司债务正在和股价回购增长率如影随形。\n对于这种拉高股价行为，凯西·伍德也警告称，最终会付出代价，她说那些没有创新，而是借钱回购股票和派发股息的公司将付出高昂的代价。它们将被迫降价，以转移库存并偿还债务。\n所以美股会崩吗，合适崩，今时已不同，不能再以历史或者单一指标来衡量了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":348288548,"gmtCreate":1617932148484,"gmtModify":1631892362026,"author":{"id":"3567739900279053","authorId":"3567739900279053","name":"张国荣1997","avatar":"https://static.tigerbbs.com/ddff5f156178747ba93fbff66aecd39a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567739900279053","authorIdStr":"3567739900279053"},"themes":[],"htmlText":"来来来，割韭菜","listText":"来来来，割韭菜","text":"来来来，割韭菜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348288548","repostId":"1188067444","repostType":4,"repost":{"id":"1188067444","pubTimestamp":1617890247,"share":"https://www.laohu8.com/m/news/1188067444?lang=&edition=full","pubTime":"2021-04-08 21:57","market":"sh","language":"zh","title":"不惜砸跌停出逃！机构抛售龙头股的速度超出你想象","url":"https://stock-news.laohu8.com/highlight/detail?id=1188067444","media":"中国证券网","summary":"继昨日跌停后，市值近300亿元的原料药龙头华海药业再度放量逼近跌停，从昨日龙虎榜数据来看，5家机构快速出逃。值得注意的是，华海药业近期并无消息面上的明显利空，多位业内人士判断，华海药业此番大跌或与一季","content":"<div>\n<p>继昨日跌停后，市值近300亿元的原料药龙头华海药业再度放量逼近跌停，从昨日龙虎榜数据来看，5家机构快速出逃。值得注意的是，华海药业近期并无消息面上的明显利空，多位业内人士判断，华海药业此番大跌或与一季度业绩不及预期有关。\n这与另一只基金重仓股美年健康颇为相似。美年健康连续两天跌停后，今日继续下跌3.78%，同样是近期并未发生重大事件，传闻业绩不及预期。\n记者采访发现，站在当前时点，业绩成为大家关注...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/OTexygAV9WkY3LI2Hypa-g\">Web Link</a>\n\n</div>\n","source":"zgzxw","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>不惜砸跌停出逃！机构抛售龙头股的速度超出你想象</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; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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不惜砸跌停出逃！机构抛售龙头股的速度超出你想象\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-08 21:57 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/OTexygAV9WkY3LI2Hypa-g><strong>中国证券网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>继昨日跌停后，市值近300亿元的原料药龙头华海药业再度放量逼近跌停，从昨日龙虎榜数据来看，5家机构快速出逃。值得注意的是，华海药业近期并无消息面上的明显利空，多位业内人士判断，华海药业此番大跌或与一季度业绩不及预期有关。\n这与另一只基金重仓股美年健康颇为相似。美年健康连续两天跌停后，今日继续下跌3.78%，同样是近期并未发生重大事件，传闻业绩不及预期。\n记者采访发现，站在当前时点，业绩成为大家关注...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/OTexygAV9WkY3LI2Hypa-g\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebb146d9df27844cb787ad545c50986d","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/OTexygAV9WkY3LI2Hypa-g","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188067444","content_text":"继昨日跌停后，市值近300亿元的原料药龙头华海药业再度放量逼近跌停，从昨日龙虎榜数据来看，5家机构快速出逃。值得注意的是，华海药业近期并无消息面上的明显利空，多位业内人士判断，华海药业此番大跌或与一季度业绩不及预期有关。\n这与另一只基金重仓股美年健康颇为相似。美年健康连续两天跌停后，今日继续下跌3.78%，同样是近期并未发生重大事件，传闻业绩不及预期。\n记者采访发现，站在当前时点，业绩成为大家关注的焦点，一旦上市公司业绩不及预期，机构立即“用脚投票”。\n华海药业连续两天大跌\n华海药业自去年8月以来持续调整，跌幅超过50%，最近更是连续两日跌停。\n\n从昨日龙虎榜数据来看，卖出金额最大的前5名营业部均为机构，合计净卖出2.67亿元。\n今天公布的龙虎榜数据显示，已有机构在跌停板上扫货。近3个交易日，一家机构净买入1.96亿元，不过，机构卖压依然很大，5家机构合计净卖出8.25亿元。\n\n值得一提的是，华海药业被多位基金经理重仓。\n整体来看，截至去年年底，377只基金持有华海药业，持股数量合计超过3亿股，其中不乏一些明星基金经理。例如，梁浩管理的鹏华新兴产业持有2285.74万股华海药业，谢治宇管理的兴全合宜持有2171.11万股，葛兰管理的中欧医疗健康持股数量也超过2000万股。\n部分基金经理去年通过大宗交易加仓了华海药业，即将解禁。以兴全合宜为例，截至去年年底，通过大宗交易持有华海药业90万股，彼时的认购价格为32.5元，4月20日可以上市流通。\n从消息面上看，华海药业近期并无重大事件发生，在互动平台上，也有投资者向华海药业提问，公司莫名跌停是何原因？公司今日最新回复称，目前生产经营正常。\n记者采访多位业内人士，大家普遍认为，此次下跌或与华海药业一季度业绩不及预期有关。\n“从股价走势图来看，大概率是公司基本面出现了变化，而且昨天龙虎榜上卖出的都是机构，很有可能是机构提前预估业绩情况。”沪上一位基金公司投资总监表示。\n另外一位基金公司投资总监的想法也颇为相似。“在业绩披露前出现暴跌，大概率是因为业绩不及预期这件事，对于原料药行业，机构通过上下游调研，可以计算出大概业绩情况，华海药业的长期空间比较清楚，但是短期实现路径不确定性较大，而且近期一些基本面很好的核心资产股价表现也不太好，某种程度上也加剧了它股价的下跌。”\n也有人士认为华海药业的大跌或与其海外诉讼较多有关，因华海药业缬沙坦原料药检测出N-二甲基亚硝胺（NDMA）杂质，该公司自2018年起海外诉讼较多。\n美年健康也遭重挫\n另一只基金重仓股美年健康与华海药业的情况颇为相似。4月6日、4月7日，美年健康连续两个交易日跌停。\n从消息面上看，美年健康近期同样没有发生重大事件，不过，市场有流出关于美年的业绩版本：预计一季度收入13亿元，利润-3亿元；预计2021年全年收入85亿元，利润5-6亿元。\n美年健康昨晚也发布公告称，公司留意到有媒体发布了“本公司2021年一季度和2021年度业绩指引”相关报道，公司现郑重澄清并说明：公司从未在任何场合给出2021年业绩指引。\n但这份公告并未打消市场疑虑，今天，美年健康下跌3.78%。从龙虎榜数据来看，4月6日，在美年健康跌停的第一天，尚有机构火中取栗，在跌停板上拣货。4家机构合计净买入7022.17万元，3家机构合计净卖出1.66亿元。\n4月7日，美年健康再度跌停。从龙虎榜数据来看，没有机构大幅买入，只有北向资金净买入3700多万元，2家机构合计净卖出超1亿元。\n业绩成为关注焦点\n从公私募最新发布的二季度投资策略来看，业绩成为手握重金的基金经理们关注的焦点。\n百亿私募星石投资认为，目前全球经济仍处于复苏的初期，国内外货币政策“不急转弯”，宏观流动性的总量层面仍然较为宽松，强劲增长的盈利能够跑赢估值收缩，盈利改善是更值得关注的驱动因素。从节后市场调整的情况来看，调整较多的主要集中在高估值资产，而受益于经济复苏、业绩改善明确的顺周期类别调整幅度较小，说明市场对盈利驱动的共识也在逐渐达成。\n银华基金的观点也较为相似，在他们看来，二季度的投资机会更多来自于盈利的恢复而非估值的扩张。\n“一季度中，部分质地优秀，但估值偏高，微观交易结构拥挤的标的显著调整 ，我们也在思考，是否需要对高估值畏之如虎，是否核心资产的长期配置价值已大幅下降。但历史经验显示，核心资产能享受较高估值，是市场对其持续成长信心的结果，高估值能被业绩增长消化。”\n某掌管百亿资金的资深基金经理透露，业绩也是自己后续最关注的因素，他判断，如果上市公司一季报超预期，公司股价在一季报披露附近会企稳，如果二季报业绩继续超预期，股价可能会有所反弹。","news_type":1},"isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":348095717,"gmtCreate":1617865285039,"gmtModify":1631892362029,"author":{"id":"3567739900279053","authorId":"3567739900279053","name":"张国荣1997","avatar":"https://static.tigerbbs.com/ddff5f156178747ba93fbff66aecd39a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567739900279053","authorIdStr":"3567739900279053"},"themes":[],"htmlText":"见好就收，一本万利","listText":"见好就收，一本万利","text":"见好就收，一本万利","images":[{"img":"https://static.tigerbbs.com/8b9751a4bdd0c53d8a582513f57e7bc0","width":"1200","height":"3383"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348095717","isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}