half_1998的个人主页 - 老虎社区

half_1998

half_1998

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IP属地：北京

19关注

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1主题

0勋章

2021-07-21

哔哩哔哩明天暴涨

2021-11-17

$哔哩哔哩-SW(09626)$不敢拿着了

2021-07-22

先买为敬，但这个v应该还会持续一段时间

2021-11-12

中芯国际30

2021-07-28

666

@荒野侦探:10只2021下半年翻倍的股票！

2021-07-28

这篇文章不错，转发给大家看

@格隆汇:这一回，张坤认真反思了

2021-07-28

这篇文章不错，转发给大家看

@好文:【转】这次凉的，不只是教育行业…

2021-07-28

可惜了，当时没打

2021-07-28

$哔哩哔哩-SW(09626)$明天涨回来

2021-07-22

$哔哩哔哩-SW(09626)$B站持续给大家套利的机会

去老虎APP查看更多动态

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截至当前，标准普尔500指数今年迄今上涨了15.1%。这相当于近30%的年化回报率。自1928年以来，标普只有6次表现更好，最后一次是在1995年。 最后，我想给出一些建议，这些建议可以为读者带来长期的收入，而不仅仅是今年剩下的5个月。这10只股票拥有很高的自由现金流(FCF)收益率： <a target=\"_blank\" href=\"https://laohu8.com/S/BHP\">$必和必拓公司(BHP)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/VIAC\">$维亚康姆CBS(VIAC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/COLM\">$哥伦比亚户外(COLM)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NOMD\">$Nomad Foods Limited(NOMD)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/FTI\">$FMC Technologies Inc(FTI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/IX\">$欧力士(IX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/JAZZ\">$爵士制药(JAZZ)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/DOOR\">$美森特(DOOR)$</a>","listText":"挑股票并不是一件容易的事，尤其市场火热时——2021年就是这样。 截至当前，标准普尔500指数今年迄今上涨了15.1%。这相当于近30%的年化回报率。自1928年以来，标普只有6次表现更好，最后一次是在1995年。 最后，我想给出一些建议，这些建议可以为读者带来长期的收入，而不仅仅是今年剩下的5个月。这10只股票拥有很高的自由现金流(FCF)收益率： <a target=\"_blank\" href=\"https://laohu8.com/S/BHP\">$必和必拓公司(BHP)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/VIAC\">$维亚康姆CBS(VIAC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/COLM\">$哥伦比亚户外(COLM)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NOMD\">$Nomad Foods Limited(NOMD)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/FTI\">$FMC Technologies Inc(FTI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/IX\">$欧力士(IX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/JAZZ\">$爵士制药(JAZZ)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/DOOR\">$美森特(DOOR)$</a>","text":"挑股票并不是一件容易的事，尤其市场火热时——2021年就是这样。 截至当前，标准普尔500指数今年迄今上涨了15.1%。这相当于近30%的年化回报率。自1928年以来，标普只有6次表现更好，最后一次是在1995年。 最后，我想给出一些建议，这些建议可以为读者带来长期的收入，而不仅仅是今年剩下的5个月。这10只股票拥有很高的自由现金流(FCF)收益率： $必和必拓公司(BHP)$ $维亚康姆CBS(VIAC)$ $哥伦比亚户外(COLM)$ $Nomad Foods Limited(NOMD)$ $FMC Technologies Inc(FTI)$ $欧力士(IX)$ $爵士制药(JAZZ)$ $美森特(DOOR)$","images":[{"img":"https://static.tigerbbs.com/45f850e20812aa864132c6216be6332e","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/dcde05808203bc4bda32b7441b4b1d2f","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/08ee7eafe5d1c25a827deafb706cd62f","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/176074366","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801188410,"gmtCreate":1627487879530,"gmtModify":1627487879530,"author":{"id":"3568416305125595","authorId":"3568416305125595","name":"half_1998","avatar":"https://static.tigerbbs.com/463ce45216f46799460f77e4fbfe5bdf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568416305125595","authorIdStr":"3568416305125595"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801188410","repostId":"178180191","repostType":1,"repost":{"id":178180191,"gmtCreate":1626791737913,"gmtModify":1708211771940,"author":{"id":"39105730803552","authorId":"39105730803552","name":"格隆汇","avatar":"https://static.tigerbbs.com/8774dfe20eceb38c9645128bb6e60684","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"39105730803552","authorIdStr":"39105730803552"},"themes":[],"title":"这一回，张坤认真反思了","htmlText":"2021年，张坤掌托的4只基金表现不如人意，令基民们倍感煎熬。截止19日，亚洲精选、中小盘、优质企业三年持有、蓝筹精选收益率分别为-13.24%、-5.22%、2.18%、4.93%。其中，中小盘和蓝筹精选两只规模接近1200亿，是张坤掌托的主力基金，但回报率还不及深成指，更不用提创业板指了。7个月过去了，不少基民心中有一个疑惑：继续坚守还是逃离？昨日，张坤的4只基金披露了二季度业绩报告，得以让我们一览仓位调整与总结反思，来给接下来的投资指明一些方向。1一览仓位调整今年Q2末，易方达中小盘管理规模287亿，较Q1下滑27.6亿，较2020Q4下滑114亿。只过了半年，中小盘规模锐减了近30%，跟较为糟糕的业绩表现直接相关。去年白酒疯狂大涨，中小盘因重仓茅五泸洋40%的仓位而屡创新高，规模也从去年二季度的191亿，快速攀升至年末的401亿。但今年白酒炒作热潮褪去，叠加基金回报率骤降，赎回杀跌也开始了。二季度，中小盘仓位调动并不大。美年健康最新持仓量仍然高达1.8亿股，持有市值16.4亿，从Q1第一大重仓股被动掉到第6。忽略Q2小幅减仓的780万股，张坤在该股上一个季度大幅亏损超过12亿元。要知道美年Q2股价大跌超40%。另外，中炬高新一股没动，Q2同样巨亏2.2亿元。此外，张坤大幅减仓五粮液550万股，持仓市值从一季度的28.9亿掉到15.8亿。另外，减仓茅台30万股，小幅减仓通策、天坛生物、苏泊尔，小幅加仓恒生电子、华兰生物、百润股份。整体来看，张坤前10大仓位没有怎么动，主要就是减仓白酒——仓位占比仅13.4%，较一季度减少4.8%，较去年Q4更是大幅砍仓25%。值得注意的是，这是2015年以来张坤掌托中小盘前10大重仓股中持有白酒最低的一次。过去6年多，大多数的时候基本都维持在25%+的仓位占比。重仓白酒，几度风雨才创造了张坤的投资神话。但当前却大幅抛售白酒，把仓位占比","listText":"2021年，张坤掌托的4只基金表现不如人意，令基民们倍感煎熬。截止19日，亚洲精选、中小盘、优质企业三年持有、蓝筹精选收益率分别为-13.24%、-5.22%、2.18%、4.93%。其中，中小盘和蓝筹精选两只规模接近1200亿，是张坤掌托的主力基金，但回报率还不及深成指，更不用提创业板指了。7个月过去了，不少基民心中有一个疑惑：继续坚守还是逃离？昨日，张坤的4只基金披露了二季度业绩报告，得以让我们一览仓位调整与总结反思，来给接下来的投资指明一些方向。1一览仓位调整今年Q2末，易方达中小盘管理规模287亿，较Q1下滑27.6亿，较2020Q4下滑114亿。只过了半年，中小盘规模锐减了近30%，跟较为糟糕的业绩表现直接相关。去年白酒疯狂大涨，中小盘因重仓茅五泸洋40%的仓位而屡创新高，规模也从去年二季度的191亿，快速攀升至年末的401亿。但今年白酒炒作热潮褪去，叠加基金回报率骤降，赎回杀跌也开始了。二季度，中小盘仓位调动并不大。美年健康最新持仓量仍然高达1.8亿股，持有市值16.4亿，从Q1第一大重仓股被动掉到第6。忽略Q2小幅减仓的780万股，张坤在该股上一个季度大幅亏损超过12亿元。要知道美年Q2股价大跌超40%。另外，中炬高新一股没动，Q2同样巨亏2.2亿元。此外，张坤大幅减仓五粮液550万股，持仓市值从一季度的28.9亿掉到15.8亿。另外，减仓茅台30万股，小幅减仓通策、天坛生物、苏泊尔，小幅加仓恒生电子、华兰生物、百润股份。整体来看，张坤前10大仓位没有怎么动，主要就是减仓白酒——仓位占比仅13.4%，较一季度减少4.8%，较去年Q4更是大幅砍仓25%。值得注意的是，这是2015年以来张坤掌托中小盘前10大重仓股中持有白酒最低的一次。过去6年多，大多数的时候基本都维持在25%+的仓位占比。重仓白酒，几度风雨才创造了张坤的投资神话。但当前却大幅抛售白酒，把仓位占比","text":"2021年，张坤掌托的4只基金表现不如人意，令基民们倍感煎熬。截止19日，亚洲精选、中小盘、优质企业三年持有、蓝筹精选收益率分别为-13.24%、-5.22%、2.18%、4.93%。其中，中小盘和蓝筹精选两只规模接近1200亿，是张坤掌托的主力基金，但回报率还不及深成指，更不用提创业板指了。7个月过去了，不少基民心中有一个疑惑：继续坚守还是逃离？昨日，张坤的4只基金披露了二季度业绩报告，得以让我们一览仓位调整与总结反思，来给接下来的投资指明一些方向。1一览仓位调整今年Q2末，易方达中小盘管理规模287亿，较Q1下滑27.6亿，较2020Q4下滑114亿。只过了半年，中小盘规模锐减了近30%，跟较为糟糕的业绩表现直接相关。去年白酒疯狂大涨，中小盘因重仓茅五泸洋40%的仓位而屡创新高，规模也从去年二季度的191亿，快速攀升至年末的401亿。但今年白酒炒作热潮褪去，叠加基金回报率骤降，赎回杀跌也开始了。二季度，中小盘仓位调动并不大。美年健康最新持仓量仍然高达1.8亿股，持有市值16.4亿，从Q1第一大重仓股被动掉到第6。忽略Q2小幅减仓的780万股，张坤在该股上一个季度大幅亏损超过12亿元。要知道美年Q2股价大跌超40%。另外，中炬高新一股没动，Q2同样巨亏2.2亿元。此外，张坤大幅减仓五粮液550万股，持仓市值从一季度的28.9亿掉到15.8亿。另外，减仓茅台30万股，小幅减仓通策、天坛生物、苏泊尔，小幅加仓恒生电子、华兰生物、百润股份。整体来看，张坤前10大仓位没有怎么动，主要就是减仓白酒——仓位占比仅13.4%，较一季度减少4.8%，较去年Q4更是大幅砍仓25%。值得注意的是，这是2015年以来张坤掌托中小盘前10大重仓股中持有白酒最低的一次。过去6年多，大多数的时候基本都维持在25%+的仓位占比。重仓白酒，几度风雨才创造了张坤的投资神话。但当前却大幅抛售白酒，把仓位占比","images":[{"img":"https://static.tigerbbs.com/0d1903acf338e0de2d0d5c22277e71ec"},{"img":"https://static.tigerbbs.com/4a92da2459302305527ec5b34b90a317"},{"img":"https://static.tigerbbs.com/d647de2755c886a1fc9d17156d4452eb"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178180191","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":801188636,"gmtCreate":1627487862925,"gmtModify":1627487862925,"author":{"id":"3568416305125595","authorId":"3568416305125595","name":"half_1998","avatar":"https://static.tigerbbs.com/463ce45216f467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<a target=\"_blank\" href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/YQ\">$一起教育科技(YQ)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09901\">$新东方-S(09901)$</a>","listText":"本文来自：很帅的投资客，侵删； <a target=\"_blank\" href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/YQ\">$一起教育科技(YQ)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09901\">$新东方-S(09901)$</a>","text":"本文来自：很帅的投资客，侵删； $高途(GOTU)$ $好未来(TAL)$ $新东方(EDU)$ $一起教育科技(YQ)$ $新东方-S(09901)$","images":[{"img":"https://static.tigerbbs.com/f91f1cd2ce8c28ede191b6269edd0954","width":"1067","height":"4757"},{"img":"https://static.tigerbbs.com/0cfea27efad4ca05663ca1ee1549b019","width":"1067","height":"4757"},{"img":"https://static.tigerbbs.com/7c5da725d1197e88c7aa8ff0cd2308e9","width":"1067","height":"4757"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174837388","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":801188356,"gmtCreate":1627487838075,"gmtModify":1627487838075,"author":{"id":"3568416305125595","authorId":"3568416305125595","name":"half_1998","avatar":"https://static.tigerbbs.com/463ce45216f46799460f77e4fbfe5bdf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568416305125595","authorIdStr":"3568416305125595"},"themes":[],"htmlText":"可惜了，当时没打","listText":"可惜了，当时没打","text":"可惜了，当时没打","images":[{"img":"https://static.tigerbbs.com/ee895d21ff91ab34f31e7a90c2b1e2ae","width":"1080","height":"2814"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801188356","isVote":1,"tweetType":1,"viewCount":620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":801183212,"gmtCreate":1627487772336,"gmtModify":1627487772336,"author":{"id":"3568416305125595","authorId":"3568416305125595","name":"half_1998","avatar":"https://static.tigerbbs.com/463ce45216f46799460f77e4fbfe5bdf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568416305125595","authorIdStr":"3568416305125595"},"themes":[],"htmlText":"<a 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截至当前，标准普尔500指数今年迄今上涨了15.1%。这相当于近30%的年化回报率。自1928年以来，标普只有6次表现更好，最后一次是在1995年。 最后，我想给出一些建议，这些建议可以为读者带来长期的收入，而不仅仅是今年剩下的5个月。这10只股票拥有很高的自由现金流(FCF)收益率： <a target=\"_blank\" href=\"https://laohu8.com/S/BHP\">$必和必拓公司(BHP)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/VIAC\">$维亚康姆CBS(VIAC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/COLM\">$哥伦比亚户外(COLM)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NOMD\">$Nomad Foods Limited(NOMD)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/FTI\">$FMC Technologies Inc(FTI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/IX\">$欧力士(IX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/JAZZ\">$爵士制药(JAZZ)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/DOOR\">$美森特(DOOR)$</a>","listText":"挑股票并不是一件容易的事，尤其市场火热时——2021年就是这样。 截至当前，标准普尔500指数今年迄今上涨了15.1%。这相当于近30%的年化回报率。自1928年以来，标普只有6次表现更好，最后一次是在1995年。 最后，我想给出一些建议，这些建议可以为读者带来长期的收入，而不仅仅是今年剩下的5个月。这10只股票拥有很高的自由现金流(FCF)收益率： <a target=\"_blank\" href=\"https://laohu8.com/S/BHP\">$必和必拓公司(BHP)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/VIAC\">$维亚康姆CBS(VIAC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/COLM\">$哥伦比亚户外(COLM)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NOMD\">$Nomad Foods Limited(NOMD)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/FTI\">$FMC Technologies Inc(FTI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/IX\">$欧力士(IX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/JAZZ\">$爵士制药(JAZZ)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/DOOR\">$美森特(DOOR)$</a>","text":"挑股票并不是一件容易的事，尤其市场火热时——2021年就是这样。 截至当前，标准普尔500指数今年迄今上涨了15.1%。这相当于近30%的年化回报率。自1928年以来，标普只有6次表现更好，最后一次是在1995年。 最后，我想给出一些建议，这些建议可以为读者带来长期的收入，而不仅仅是今年剩下的5个月。这10只股票拥有很高的自由现金流(FCF)收益率： $必和必拓公司(BHP)$ $维亚康姆CBS(VIAC)$ $哥伦比亚户外(COLM)$ $Nomad Foods Limited(NOMD)$ $FMC Technologies Inc(FTI)$ $欧力士(IX)$ $爵士制药(JAZZ)$ $美森特(DOOR)$","images":[{"img":"https://static.tigerbbs.com/45f850e20812aa864132c6216be6332e","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/dcde05808203bc4bda32b7441b4b1d2f","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/08ee7eafe5d1c25a827deafb706cd62f","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/176074366","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801188410,"gmtCreate":1627487879530,"gmtModify":1627487879530,"author":{"id":"3568416305125595","authorId":"3568416305125595","name":"half_1998","avatar":"https://static.tigerbbs.com/463ce45216f46799460f77e4fbfe5bdf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568416305125595","authorIdStr":"3568416305125595"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801188410","repostId":"178180191","repostType":1,"repost":{"id":178180191,"gmtCreate":1626791737913,"gmtModify":1708211771940,"author":{"id":"39105730803552","authorId":"39105730803552","name":"格隆汇","avatar":"https://static.tigerbbs.com/8774dfe20eceb38c9645128bb6e60684","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"39105730803552","authorIdStr":"39105730803552"},"themes":[],"title":"这一回，张坤认真反思了","htmlText":"2021年，张坤掌托的4只基金表现不如人意，令基民们倍感煎熬。截止19日，亚洲精选、中小盘、优质企业三年持有、蓝筹精选收益率分别为-13.24%、-5.22%、2.18%、4.93%。其中，中小盘和蓝筹精选两只规模接近1200亿，是张坤掌托的主力基金，但回报率还不及深成指，更不用提创业板指了。7个月过去了，不少基民心中有一个疑惑：继续坚守还是逃离？昨日，张坤的4只基金披露了二季度业绩报告，得以让我们一览仓位调整与总结反思，来给接下来的投资指明一些方向。1一览仓位调整今年Q2末，易方达中小盘管理规模287亿，较Q1下滑27.6亿，较2020Q4下滑114亿。只过了半年，中小盘规模锐减了近30%，跟较为糟糕的业绩表现直接相关。去年白酒疯狂大涨，中小盘因重仓茅五泸洋40%的仓位而屡创新高，规模也从去年二季度的191亿，快速攀升至年末的401亿。但今年白酒炒作热潮褪去，叠加基金回报率骤降，赎回杀跌也开始了。二季度，中小盘仓位调动并不大。美年健康最新持仓量仍然高达1.8亿股，持有市值16.4亿，从Q1第一大重仓股被动掉到第6。忽略Q2小幅减仓的780万股，张坤在该股上一个季度大幅亏损超过12亿元。要知道美年Q2股价大跌超40%。另外，中炬高新一股没动，Q2同样巨亏2.2亿元。此外，张坤大幅减仓五粮液550万股，持仓市值从一季度的28.9亿掉到15.8亿。另外，减仓茅台30万股，小幅减仓通策、天坛生物、苏泊尔，小幅加仓恒生电子、华兰生物、百润股份。整体来看，张坤前10大仓位没有怎么动，主要就是减仓白酒——仓位占比仅13.4%，较一季度减少4.8%，较去年Q4更是大幅砍仓25%。值得注意的是，这是2015年以来张坤掌托中小盘前10大重仓股中持有白酒最低的一次。过去6年多，大多数的时候基本都维持在25%+的仓位占比。重仓白酒，几度风雨才创造了张坤的投资神话。但当前却大幅抛售白酒，把仓位占比","listText":"2021年，张坤掌托的4只基金表现不如人意，令基民们倍感煎熬。截止19日，亚洲精选、中小盘、优质企业三年持有、蓝筹精选收益率分别为-13.24%、-5.22%、2.18%、4.93%。其中，中小盘和蓝筹精选两只规模接近1200亿，是张坤掌托的主力基金，但回报率还不及深成指，更不用提创业板指了。7个月过去了，不少基民心中有一个疑惑：继续坚守还是逃离？昨日，张坤的4只基金披露了二季度业绩报告，得以让我们一览仓位调整与总结反思，来给接下来的投资指明一些方向。1一览仓位调整今年Q2末，易方达中小盘管理规模287亿，较Q1下滑27.6亿，较2020Q4下滑114亿。只过了半年，中小盘规模锐减了近30%，跟较为糟糕的业绩表现直接相关。去年白酒疯狂大涨，中小盘因重仓茅五泸洋40%的仓位而屡创新高，规模也从去年二季度的191亿，快速攀升至年末的401亿。但今年白酒炒作热潮褪去，叠加基金回报率骤降，赎回杀跌也开始了。二季度，中小盘仓位调动并不大。美年健康最新持仓量仍然高达1.8亿股，持有市值16.4亿，从Q1第一大重仓股被动掉到第6。忽略Q2小幅减仓的780万股，张坤在该股上一个季度大幅亏损超过12亿元。要知道美年Q2股价大跌超40%。另外，中炬高新一股没动，Q2同样巨亏2.2亿元。此外，张坤大幅减仓五粮液550万股，持仓市值从一季度的28.9亿掉到15.8亿。另外，减仓茅台30万股，小幅减仓通策、天坛生物、苏泊尔，小幅加仓恒生电子、华兰生物、百润股份。整体来看，张坤前10大仓位没有怎么动，主要就是减仓白酒——仓位占比仅13.4%，较一季度减少4.8%，较去年Q4更是大幅砍仓25%。值得注意的是，这是2015年以来张坤掌托中小盘前10大重仓股中持有白酒最低的一次。过去6年多，大多数的时候基本都维持在25%+的仓位占比。重仓白酒，几度风雨才创造了张坤的投资神话。但当前却大幅抛售白酒，把仓位占比","text":"2021年，张坤掌托的4只基金表现不如人意，令基民们倍感煎熬。截止19日，亚洲精选、中小盘、优质企业三年持有、蓝筹精选收益率分别为-13.24%、-5.22%、2.18%、4.93%。其中，中小盘和蓝筹精选两只规模接近1200亿，是张坤掌托的主力基金，但回报率还不及深成指，更不用提创业板指了。7个月过去了，不少基民心中有一个疑惑：继续坚守还是逃离？昨日，张坤的4只基金披露了二季度业绩报告，得以让我们一览仓位调整与总结反思，来给接下来的投资指明一些方向。1一览仓位调整今年Q2末，易方达中小盘管理规模287亿，较Q1下滑27.6亿，较2020Q4下滑114亿。只过了半年，中小盘规模锐减了近30%，跟较为糟糕的业绩表现直接相关。去年白酒疯狂大涨，中小盘因重仓茅五泸洋40%的仓位而屡创新高，规模也从去年二季度的191亿，快速攀升至年末的401亿。但今年白酒炒作热潮褪去，叠加基金回报率骤降，赎回杀跌也开始了。二季度，中小盘仓位调动并不大。美年健康最新持仓量仍然高达1.8亿股，持有市值16.4亿，从Q1第一大重仓股被动掉到第6。忽略Q2小幅减仓的780万股，张坤在该股上一个季度大幅亏损超过12亿元。要知道美年Q2股价大跌超40%。另外，中炬高新一股没动，Q2同样巨亏2.2亿元。此外，张坤大幅减仓五粮液550万股，持仓市值从一季度的28.9亿掉到15.8亿。另外，减仓茅台30万股，小幅减仓通策、天坛生物、苏泊尔，小幅加仓恒生电子、华兰生物、百润股份。整体来看，张坤前10大仓位没有怎么动，主要就是减仓白酒——仓位占比仅13.4%，较一季度减少4.8%，较去年Q4更是大幅砍仓25%。值得注意的是，这是2015年以来张坤掌托中小盘前10大重仓股中持有白酒最低的一次。过去6年多，大多数的时候基本都维持在25%+的仓位占比。重仓白酒，几度风雨才创造了张坤的投资神话。但当前却大幅抛售白酒，把仓位占比","images":[{"img":"https://static.tigerbbs.com/0d1903acf338e0de2d0d5c22277e71ec"},{"img":"https://static.tigerbbs.com/4a92da2459302305527ec5b34b90a317"},{"img":"https://static.tigerbbs.com/d647de2755c886a1fc9d17156d4452eb"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178180191","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":801188636,"gmtCreate":1627487862925,"gmtModify":1627487862925,"author":{"id":"3568416305125595","authorId":"3568416305125595","name":"half_1998","avatar":"https://static.tigerbbs.com/463ce45216f467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<a target=\"_blank\" href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/YQ\">$一起教育科技(YQ)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09901\">$新东方-S(09901)$</a>","listText":"本文来自：很帅的投资客，侵删； <a target=\"_blank\" href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/YQ\">$一起教育科技(YQ)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09901\">$新东方-S(09901)$</a>","text":"本文来自：很帅的投资客，侵删； $高途(GOTU)$ $好未来(TAL)$ $新东方(EDU)$ $一起教育科技(YQ)$ 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