王艺桥的个人主页 - 老虎社区

王艺桥

王艺桥

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IP属地：辽宁

31关注

1粉丝

1主题

0勋章

2021-02-05

$RLX科技(RLX)$玩玩

2021-02-07

$RLX科技(RLX)$什么时候回来

2021-01-21

这第四季报都是过去的事了，对现在的投资有什么用呢？

十大明星经理重仓股曝光！刘格菘4基金顶格买入一股

2021-02-14

姿势好看不？

2021-02-03

要都有留十年看看

抱歉，原内容已删除

2021-04-20

忘了看$携程集团-S(09961)$

2021-02-24

后市可期吗？

2021-02-22

农业股都涨，它却跌

2021-02-17

发展前景看好

抱歉，原内容已删除

2021-01-29

我希望第8条是加强监管，让问题消灭在萌芽，而不是亡羊补牢，让股民利益受损，再罚公司点钱这种解决方式。

抱歉，原内容已删除

2021-01-29

唯一不变的是变化本身

抱歉，原内容已删除

2021-01-26

今天有不重挫的吗？

港股SaaS板块全线重挫，微盟集团跌超11%

2021-01-26

确实，小鹏、蔚来、理想老放一起，不提比亚迪，是不敢得罪国内老大吧，万一以后用人家的芯片呢？

抱歉，原内容已删除

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10:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1约26日，港股SaaS板块全线重挫，<a href=\"https://laohu8.com/S/02013\">微盟集团</a>跌超11%，兑吧跌9%，云想科技、<a href=\"https://laohu8.com/S/09923\">移卡</a>跌超6%，<a href=\"https://laohu8.com/S/08083\">中国有赞</a>、<a href=\"https://laohu8.com/S/00909\">明源云</a>跌超5%。</p>\n<p><img src=\"https://static.tigerbbs.com/8ea85c49dd782c254be4c49c72033bd8\" 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/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"02013":"微盟集团"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106401886","content_text":"1约26日，港股SaaS板块全线重挫，微盟集团跌超11%，兑吧跌9%，云想科技、移卡跌超6%，中国有赞、明源云跌超5%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319732930,"gmtCreate":1611620960220,"gmtModify":1703751646856,"author":{"id":"3569064219877780","authorId":"3569064219877780","name":"王艺桥","avatar":"https://static.tigerbbs.com/23ed45322d9a48cb04ceef1e3b56e27a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569064219877780","authorIdStr":"3569064219877780"},"themes":[],"htmlText":"确实，小鹏、蔚来、理想老放一起，不提比亚迪，是不敢得罪国内老大吧，万一以后用人家的芯片呢？","listText":"确实，小鹏、蔚来、理想老放一起，不提比亚迪，是不敢得罪国内老大吧，万一以后用人家的芯片呢？","text":"确实，小鹏、蔚来、理想老放一起，不提比亚迪，是不敢得罪国内老大吧，万一以后用人家的芯片呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319732930","repostId":"1182255072","repostType":2,"isVote":1,"tweetType":1,"viewCount":1446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310084156,"gmtCreate":1611228493075,"gmtModify":1703749006537,"author":{"id":"3569064219877780","authorId":"3569064219877780","name":"王艺桥","avatar":"https://static.tigerbbs.com/23ed45322d9a48cb04ceef1e3b56e27a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569064219877780","authorIdStr":"3569064219877780"},"themes":[],"htmlText":"这第四季报都是过去的事了，对现在的投资有什么用呢？","listText":"这第四季报都是过去的事了，对现在的投资有什么用呢？","text":"这第四季报都是过去的事了，对现在的投资有什么用呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/310084156","repostId":"1122218942","repostType":4,"isVote":1,"tweetType":1,"viewCount":1040,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":380676510,"gmtCreate":1612538526630,"gmtModify":1703763422265,"author":{"id":"3569064219877780","authorId":"3569064219877780","name":"王艺桥","avatar":"https://static.tigerbbs.com/23ed45322d9a48cb04ceef1e3b56e27a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569064219877780","authorIdStr":"3569064219877780"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>玩玩","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>玩玩","text":"$RLX科技(RLX)$玩玩","images":[{"img":"https://static.tigerbbs.com/7efc8fb6c6719ee9b7869cd3c2158cf1","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/380676510","isVote":1,"tweetType":1,"viewCount":2010,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":389193860,"gmtCreate":1612709392650,"gmtModify":1703764403391,"author":{"id":"3569064219877780","authorId":"3569064219877780","name":"王艺桥","avatar":"https://static.tigerbbs.com/23ed45322d9a48cb04ceef1e3b56e27a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569064219877780","authorIdStr":"3569064219877780"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>什么时候回来","listText":"<a 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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/753c9aba3202037bc97463c545d5d015","relate_stocks":{"300285":"国瓷材料","600519":"贵州茅台","601012":"隆基绿能","002271":"东方雨虹"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122218942","content_text":"公募基金进入权益投资的“大时代”，“顶流”明星基金经理的最新投资动向比以往更受市场关注。\n今日进入四季报密集披露期，睿远、易方达、广发、景顺长城等主动权益投资能力较强的基金公司集中曝光。\n除了调仓换股之外，本次四季报还有不少亮点，例如业内诞生了国内首位千亿级主动权益基金经理，基金经理们也更愿意在季报中与基民“交心”，继昨日工银瑞信袁芳提示新能源风险或大于机会，银华基金焦巍细数过去一年主要失误之后，今日披露的四季报中，傅鹏博称2021年估值大概率面临回落，赵枫坦言预测市场非常困难，张坤再次提醒自己并不具备预测市场的能力。\n基金经理继续高仓位迎战市场\n近期陆续披露的2020年基金四季报显示，在市场尚未出现明显高估或者低估时，股票仓位并不是基金经理操作的重点，基金经理更愿意保持高仓位运作，通过调整持仓个股来把握结构性机会。\n\n例如张坤的易方达蓝筹精选四季度末的股票市值占基金总资产比例为91.12%，连续5个季度保持9成以上的股票仓位。\n广发基金明星基金经理刘格菘管理的广发小盘成长四季度末仓位为92.04%，刘格菘也已经连续三个季度保持90%以上高仓位水平。\n萧楠所管的易方达科顺基金四季度末仓位也高达92.32%，他与刘格菘一样，连续三个季度将股票仓位保持90%以上。\n而由袁芳管理的工银瑞信文体产业股票基金去年四季度末股票仓位为90.33%，相比三季度末上升了0.65%个百分点，而由她单独管理的另一只基金——工银瑞信圆兴混合基金仓位由三季度末的85.08%提升至四季度末的89.49%，提升了逾4个百分点。\n银华中小盘精选混合基金经理李晓星去年四季度也维持87.56 %高仓位运作。\n傅鹏博在A股及港股大笔买入福耀玻璃\n由明星基金经理傅鹏博掌舵，备受瞩目的睿远成长价值混合2020年四季报今日披露。\n睿远成长价值在四季报中表示，四季度，本基金依旧保持较高仓位运行。报告显示，截至四季度末，该基金的股票仓位为89.04%，相比三季度末稍微下降了3.52个百分点。睿远成长价值四季度末港股仓位为11.47%，相比三季度提升3.06个百分点，医疗保健板块为其在港股资产上第一大重仓行业。\n两位基金经理傅鹏博、朱璘在季报中称，四季报对配置做了动态调整。组合中前十位的个股有了一定的变化，如锂电和光伏设备公司、汽车玻璃的主要供应商的持仓占比提高较为明显。\n四季报显示，该基金前十大重仓股分别为东方雨虹、隆基股份、国瓷材料、先导智能、五粮液、福耀玻璃、立讯精密、三诺生物、新宙邦、贵州茅台。\n\n东方雨虹取代国瓷材料，成为傅鹏博四季度第一大重仓股，相比三季度末，前三大重仓股仅位置出现调换，依旧由东方雨虹、隆基股份、国瓷材料三只个股占据。\n值得注意的是，傅鹏博四季度大举加仓福耀玻璃，在A股市场及港股市场同时买入，该股新进睿远成长价值前十大重仓股，除了福耀玻璃，新宙邦也新进其前十大重仓股名单。万华化学、人福医药两只个股退出前十大重仓股。\n从行业分布看，睿远成长价值重点配置了建筑建材、光伏、化工、医药、白酒等子板块，组合中核心股票的占比较高，同时保持了个股的分散度，兼顾了延续性和灵活性。个股主要选择了行业景气度较高、疫情影响下全球竞争力进一步增强、市占率进一步提升、客户粘性度进一步提高的领军企业。\n四季度，傅鹏博在大宗交易市场继续频频出手，接手了隆基股份 、三诺生物、先导智能几只股票。\n9月重新打开申购之后，睿远成长价值吸引了不少投资者加入定投行列，基金规模在四季度也出现大幅增长，四季度末规模达到304.39亿元，相比三季度增长了87.95亿元。\n展望2021年，傅鹏博称，国内流动性收缩背景下，估值大概率面临回落，企业盈利将是筛选指标中的重中之重。此外，海外经济复苏对国内企业的影响也是重要的观察角度。我们将继续优化持仓，挑选出优秀企业，用更长的眼光考察公司的成长，以期获得超越基准的投资回报。\n赵枫四季度重仓持有华润啤酒\n睿远旗下另一只积极睿远均衡价值由赵枫管理，赵枫在睿远均衡价值四季报表示，一直坚持价值选股，相当部分的仓位配置在质地优秀的龙头公司，自下而上的选股理念使得他在三季度增持了性价比较高的一些周期行业龙头企业，呈现出来的行业配置更加均衡。\n截至四季度末，该基金的股票仓位为91.31%，连续两个季度保持90%以上股票仓位运作。\n赵枫四季度在港股市场也配置了超过3成的仓位，相比三季度略有提升。\n截至四季度末，睿远均衡价值前十大重仓股分别为华润啤酒、小米集团－Ｗ、万华化学、东方雨虹、万科A、威高股份、三诺生物、瀚蓝环境、生物股份、中远海控。\n\n华润啤酒取代小米集团，成为赵枫头号重仓股，三诺生物退出前三大重仓股，东方雨虹、威高股份、中远海控新进其前十大重仓股，隆基股份、宁波银行、三一重工退出前十大重仓股。\n与傅鹏博类似，赵枫在四季度也在大宗交易市场接手了三诺生物的股票。\n展望未来，基金经理赵枫在四季报中表示，预计2021年权益资产的回报可能会较过去两年下降，虽然优质公司的长期表现仍然受益于居民资产配置的迁移，但经过大幅上涨后大部分公司的静态估值已上涨到较高的水平，拉低了这些资产的长期回报水平。较高的估值水平也使得股价波动会明显加剧，市场更加容易受到外部因素的冲击。\n赵枫坦言，预测市场非常困难，唯有放长眼光，潜心选股，与优秀的公司共同成长，为持有人创造长期回报。\n赵诣：加仓新能车产业链，继续重仓宁德时代\n作为一个人包揽2020年业绩前四名的基金经理，赵诣可以说是最受市场关注的基金经理之一。\n\n赵诣管理的农银汇理工业4.0去年获得166.56%的收益，而在四季度究竟如何布局才异军突起，从季报中可以找到答案。赵诣表示，整个四季度仓位处于一个相对稳定的水平，结构上也并未进行大的调整。\n赵诣具体表示，一季度经历了疫情冲击导致的大幅波动后，从二季度开始取得了较好的收益，主要原因在于由于市场对于海外疫情短期影响过于担忧，而忽视了优质公司的长期成长价值，因此在因外需原因而导致的下跌中，加仓了以光伏为主的全球供应链行业，使得在疫情影响衰减之后获得了较好的收益，同时随着行业基本面的回升，在四季度加仓了新能源汽车产业链的企业。目前组合持仓仍然主要集中在计算机、电子、机械、新能源等行业。\n值得注意的是，农银汇理工业4.0四季度末规模达到39.35亿元，相比三季度暴增5倍之多，四季度末该积极股票仓位为69.25%，相比三季度的86.47%有所下降，仓位下降不排除是由于规模大增所致。\n其实相比2020年三季度末，赵诣四季度持仓变化不大，宁德时代继续占据其头号重仓股位置，赣锋锂业挤进第二大重仓股，新泉股份、应流股份退出前十大重仓股，而当升科技和金山办公新进成为前十大重仓股。\n张坤：降低医药配置，加仓互联网行业\n张坤可以说是市场关注度最高的基金经理之一，所管理主动权益基金规模已经超过1200亿。\n\n张坤在易方达蓝筹精选2020年季报中写到，股票市场在四季度分化较为明显，在操作方面，股票仓位基本保持稳定，并对结构进行了调整，降低了医药等行业的配置，增加了互联网等行业的配置。个股方面，依然长期持有商业模式出色、行业格局清晰、竞争力强的优质公司。\n而易方达蓝筹精选持仓来看，延续三季度的配置思路，四季度仍保持近40%的港股仓位，四季度末的股票市值占基金总资产比例为91.12%，连续5个季度保持9成以上股票仓位迎战市场。\n由于基金规模增长，张坤对旗下重仓股均有不同程度加仓，易方达蓝筹精选去年底的前十大重仓股和三季末比整体变化不大，贵州茅台成为第一大重仓股，而三季末为第三大；美团位居第二大重仓股之位，此外前五大重仓股中还有洋河股份、腾讯控股、五粮液。相较三季末，颐海国际为去年四季度新进为前十大重仓股，而三季度末原本持有的中国生物制药，在四季末已经退出前十大重仓股之列。\n刘格菘：旗下4只基金全部顶格买入亿纬锂能\n自2019年刘格菘一人独揽业绩前三甲之后，他每个季度的持仓情况就备受关注。\n\n从刘格菘管理的广发科技先锋来看，他在四季报写到，四季度市场风格出现明显变化，光伏、新能源汽车、军工等基本面超预期的行业得到资本市场的一致认可。管理基金重点配置了新能源、半导体、云计算、医药等成长行业。\n刘格菘认为，随着光伏行业全面进入平价时代，以及汽车电动化大趋势已然确立，海外需求快速增长，行业已经进入快行道，龙头公司将充分受益。同时，随着海外疫情缓解，全球陆续复工复产，液晶面板、大炼化以及海外定价的顺周期行业值得重点关注。\n而从广发科技先锋的前十大重仓股来看，重配了亿纬锂能、隆基股份、京东方A三只个股，持有比例均在基金净资产的10%左右，由于公募基金持仓单一个股不能超过10%，刘格菘对上述三只股票可谓顶格买入。\n亿纬锂能在四季度也同时晋升刘格菘管理的广发小盘成长、广发双擎升级、广发多元新兴等基金的头号重仓股。\n除了上述三只股票，康泰生物、通威股份也进入广发科技先锋前五大重仓股。三季度末曾重仓的三安光电、易华录退出广发科技先锋四季度末前十大重仓股之列，而荣盛石化、药明康德新进前十大重仓股之列。\n冯波：继续维持较高比例港股配置\n刚刚引来近2400亿资金认购新基金的冯波，其投资策略极为受到关注。\n冯波在易方达研究精选季报中谈及去年四季度投资时表示，在全球流动性依然宽松的情况下，各国股市持续上涨，中国股市也表现强势。四季度在资产配置上保持了较高的股票仓位，且考虑到估值和未来的确定性，继续配置较高比例的港股。\n\n冯波表示，行业结构上，保持了在互联网、消费、光伏、家电、电子、医药等行业的主要配置，并根据估值情况小幅进行结构调整。个股方面，本基金基本维持稳定，并在市场大幅波动时根据企业的基本面变化和估值情况适当进行结构调整。\n而易方达研究精选持仓来看，继续保持较高的港股配置，去年底股票市值占基金总资产比例为90.55%，而通过沪港通交易机制投资的港股市值占净值比为36.98%，持有境内股票投资组合占基金资产净值比例为56.41%。\n从前五大重仓股来看，易方达研究精选去年四季度重配了隆基股份、泸州老窖、五粮液、美团、腾讯控制，与去年三季度末重仓股基本保持一致。仅三季度第十大重仓股歌尔股份，在四季度末退出前十大，取而代之的是青岛啤酒。\n刘彦春：继续重仓中国中免、泸州老窖、贵州茅台\n刘彦春中长期业绩非常领先，因此他的投资思路也是投资者非常关注的。\n从刘彦春在景顺长城新兴成长的持仓来看，前五大重仓股分别为中国中免、泸州老窖、贵州茅台、五粮液、迈瑞医疗、恒瑞医药，与去年三季度保持一致。相较去年三季末的持仓，其中海康威视、海天味业退出了前十大重仓股之列，而海大集团、古井贡酒新进成为前十大重仓股。\n\n刘彦春在四季报称，权益投资应该顺应经济发展潮流，我们更愿意在符合产业趋势、效率持续提升的领域寻找投资机会。收入水平提高带来居民消费水平持续升级。我国在众多高附加值领域的全球竞争力也在不断提升，部分行业已经处于爆发前夜。未来值得跟踪关注的细节很多，例如国内信用紧缩力度、美国地产周期强度等等。但就大局而言，我国这些年一直在做正确的事，发展潜力十足。我们能在中国做投资非常幸运，凭借正确的方法和坚持的态度，未来必然有所收获。\n冯明远：在中小市值及传统产业中寻找机会\n刚刚发行新基金募资超百亿的冯明远，是市场比较关注的基金经理之一。\n在冯明远的代表作，信达澳银新能源产业股票的2020年四季度报中写到，四季度减持了部分新能源、军工板块持仓，增持了半导体、新兴产业中的部分中小市值公司、以及部分传统周期产业相关公司。当前市场中蓝筹大市值公司估值较高，希望在中小市值公司以及传统产业中寻找更好的投资机会。\n\n对比2020年三季末，信达澳银新能源产业在去年底的前十大重仓股出现一些变化，三季末的重仓股汇顶科技、鹏鼎控股、神州数码、兆驰股份均退出前十大重仓股之列，而四季度法拉电子、方大炭素、洛阳钼业、同兴达新进到前十大重仓股。\n目前信达澳银新能源产业的前五大重仓股为京东方A、德赛电池、法拉电子、欣旺达、方大炭素。其中，京东方A继续占据头号重仓股位置，德赛电池、法拉电子晋升前三大重仓股。\n杨浩：对热门板块配置相对较少\n杨浩也是市场极为关注的基金经理之一。他在管理的交银施罗德新生活力基金中写道，四季度市场呈现出极强的行业偏好和估值溢价。而基于估值考虑，对热门板块配置相对较少。\n\n从交银施罗德新生活力的去年底前五大重仓股来看，为美的集团、顺丰控股、芒果超媒、海康威视、视源股份等。相比三季末持仓，主要是东方雨虹、三七互娱退出前十大重仓股之列，海康威视、荣盛石化新进其中。\n杨浩在四季报中专门提到，投资关注社会价值和经济价值的平衡，青睐能为客户创造真正价值的公司。在评判体系里面，价值创造，商业模型，产业周期，景气度以及估值水平，是一个相对综合的考虑，整体维持个股选择策略，在制造业，服务业以及消费品中都有较为均衡的个股投资。四季度组合的持股集中度有所上升，整体估值水平有所下降，是因为尽可能集中投资某个门类最有代表性或性价比的公司。\n归凯：去年四季度增持制造业、医药健康\n嘉实基金归凯同样是备受关注的基金经理之一。\n他在嘉实新兴产业股票的2020年四季报写到，随着疫苗研发成功，在疫情会得到控制、全球经济有望迎来复苏的良好预期下，四季度全球主要股票市场多数录得两位数涨幅。看四季度国内市场，投资环境总体稳定，经历三季度的震荡盘整后，四季度A股市场表现较好。\n\n嘉实新兴产业基金四季度在持仓结构上做了优化，制造业、医药健康行业占比有所上升，消费占比有所下降。截至去年四季度末，该基金大类板块占比依次为制造、科技、医药健康、消费。\n从嘉实新兴产业的前十大重仓股来看，主要是持有汇川技术、通策医疗、迈瑞医疗、广联达、国瓷材料等，汇川技术取代通策医疗成为其第一达重仓股，相比三季度末，立讯精密退出前十大重仓股，而我武生物新增进入前十大重仓股。\n明星基金基金经理看一季度行情\n基金经理对后市看法，可以说是每个投资者关注的重点，基金君专门选取较为重要的基金经理观点，供投资者参考。\n农银汇理赵诣表示，展望下个季度，一方面，短期来看，年初都是出于流动性比较好的时间阶段，市场会进入主题投资阶段，同时也会对新一年潜在的重点方向进行一个预热；另一方面，也将有公司陆续进入业绩的预告期，对于业绩出现拐点或者加速的行业将值得重点关注。\n整体上没有特别大的变化，更加关注有“增量”的方向，一个是技术进步带来需求提升的方向，包括新能源和 5G 应用；另外一个是在“国内大循环为主体，国内国际双循环相互促进”定调下的国产替代、补短 板的方向，尤其是以航空发动机、半导体为主的高端制造业。组合配置上仍然以 5G 产业链、新能源、高端制造为主。\n交银施罗德杨浩表示，我们将继续围绕数字经济和制造升级投资。2021年随着国内外经济先后复苏，新兴行业的融资大幅增加，行业内部竞争应当加剧，各项成本上涨或许是明年的主要关注点。数字经济和制造升级，是承接经济复苏，且对抗竞争成本负面因素的重要办法。本季度增持的IT技术和制造业的代表公司，不仅是产业周期的因素，这些智能化、一体化的优秀公司创造的新模式新产品也打开了全新的市场空间和估值空间。\n此外，也有基金经理从理念出发谈投资。\n比较受到关注是张坤在易方达蓝筹精选中写道，回首今年的股票市场，经历了乐观（1月预期经济强劲）、悲观（2月初国内突发疫情）、乐观（3月初预期流动性宽松）、悲观（3月底海外疫情爆发）、乐观（4月后预期流动性宽松和经济恢复）跌宕起伏的变化。回顾过去，在每个时间点市场演绎得都很有逻辑，然而站在当时看未来，却感觉无比模糊。回顾过去，并不是为了能够更好地判断未来的市场走势或者风格，而是再次提醒自己并不具备这个能力。\n投资是在纷繁的因素中找到少数重要且自己能把握的因素，利用大数定律，不断积累收益。诸如宏观经济、市场走势、市场风格、行业轮动，这些因素显然是重要的，但坦率地说，这并不在我的能力圈内。我们认为自己具有的能力是，通过深入的研究，寻找少数我们能理解的优秀企业，如果这些企业具有好的商业模式、显著的竞争力和议价能力、广阔的行业空间以及对股东友好的资本再分配能力，使我们能够大概率判断5-10年后公司产生的自由现金流将显著超越目前的水平，作为股东自然能分享到公司成长的收益。然而，收益的分布不是均匀的，“市场先生”的短期情绪也不稳定，对某个公司会在一个阶段冷落，一个阶段又富有热情，然而长期来看，“市场先生”能基本准确的反映一个企业的价值。我们认为，不论宏观环境如何变化，优质企业通常具备良好的应对能力，以本次疫情为例，不少优质企业都应对得当，通过提升市占率对冲疫情对行业的负面冲击。\n最后，我们对于中国资本市场的长期前景是乐观的，相信会有一批优质的企业不断长大、稳住并且长寿。我们将坚持深度研究，希望能选出一些高质量企业，长期陪伴并分享这些优秀公司的经营成果。\n景顺长城刘彦春在季报中写道， 疫情退散、经济复苏、通胀上行、刺激政策退出已经成为市场共识。预期未来政策制定更加强调风险防范。货币供应量、赤字率等一系列货币和财政指标逐步回归常态，信贷延期还款、利息减免等临时性政策也将到期退出。\n要想实现宏观杠杆率稳定，发展速度和效率都需要做出调整。增长目标设定需要充分考虑经济潜在产出水平，低效率投资需要得到充分控制。预期政府在基建领域不再具有显著扩张的特征，数据化、智能化相关的新基建更多由市场化主体发力建设。国企和地方政府融资平台刚性兑付将逐步打破，风险定价将更为科学合理，对于具备更高效率的经济运行主体，资金可得性将大大提高。从近期出台的金融、地产相关政策看，我们可以进一步确认政府调整经济增长方式的决心，降低增速权重，重视经济运行效率和增长质量。\n权益投资应该顺应经济发展潮流，我们更愿意在符合产业趋势、效率持续提升的领域寻找投资机会。收入水平提高带来居民消费水平持续升级。我国在众多高附加值领域的全球竞争力也在不断提升，部分行业已经处于爆发前夜。未来值得跟踪关注的细节很多，例如国内信用紧缩力度、美国地产周期强度等等。但就大局而言，我国这些年一直在做正确的事，发展潜力十足。我们能在中国做投资非常幸运，凭借正确的方法和坚持的态度，未来必然有所收获。\n首次诞生管理超千亿的主动权益基金经理\n随着基金2020年四季报的披露，国内首位管理规模超过千亿的主动权益基金经理也浮出水面。\n截至2020年四季度末，易方达张坤管理的5只基金合计总规模达到1255.09亿元，成为首为公募基金管理规模超过千亿的基金经理之一。其中易方达蓝筹精选、易方达中小盘、易方达优势企业三年、易方达新思路灵活配置、易方达亚洲精选股票的规模分别为677.01亿元、401.11亿元、108.05亿元、57.64亿元、11.3亿元。\n\n除此之外，广发基金刘格菘的管理规模继续维持在800亿以上，他所管的广发科技先锋四季度末规模超过200亿，广发双擎升级、广发小盘成长、广发创新升级规模也是百亿级基金。\n更为值得注意的是，去年的包揽公募基金业绩前四的赵诣四季度末管理规模达到225.51亿元，而他三季度末管理规模不到50亿元。他所管理的农银汇理新能源混合基金四季度末规模超过150亿元，该基金三季度末规模仅20亿出头。\n睿远旗下两只公募基金四季度末合计管理规模超过400亿元，傅鹏博、朱璘两位基金经理管理的睿远成长价值规模为304.39亿元，赵枫管理的睿远均衡价值规模为137.29亿元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1040,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382080237,"gmtCreate":1613303272529,"gmtModify":1613303272529,"author":{"id":"3569064219877780","authorId":"3569064219877780","name":"王艺桥","avatar":"https://static.tigerbbs.com/23ed45322d9a48cb04ceef1e3b56e27a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569064219877780","authorIdStr":"3569064219877780"},"themes":[],"htmlText":"姿势好看不？","listText":"姿势好看不？","text":"姿势好看不？","images":[{"img":"https://static.tigerbbs.com/d4ed2e564530b7207e519bb91bbb1477","width":"1080","height":"2256"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382080237","isVote":1,"tweetType":1,"viewCount":1189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":314898949,"gmtCreate":1612327959381,"gmtModify":1703760408866,"author":{"id":"3569064219877780","authorId":"3569064219877780","name":"王艺桥","avatar":"https://static.tigerbbs.com/23ed45322d9a48cb04ceef1e3b56e27a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569064219877780","authorIdStr":"3569064219877780"},"themes":[],"htmlText":"要都有留十年看看","listText":"要都有留十年看看","text":"要都有留十年看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314898949","repostId":"1151734863","repostType":4,"isVote":1,"tweetType":1,"viewCount":1295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371176706,"gmtCreate":1618924704905,"gmtModify":1618924704905,"author":{"id":"3569064219877780","authorId":"3569064219877780","name":"王艺桥","avatar":"https://static.tigerbbs.com/23ed45322d9a48cb04ceef1e3b56e27a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569064219877780","authorIdStr":"3569064219877780"},"themes":[],"htmlText":"忘了看<a 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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港股SaaS板块全线重挫，微盟集团跌超11%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" 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\">2021-01-26 10:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1约26日，港股SaaS板块全线重挫，<a href=\"https://laohu8.com/S/02013\">微盟集团</a>跌超11%，兑吧跌9%，云想科技、<a href=\"https://laohu8.com/S/09923\">移卡</a>跌超6%，<a href=\"https://laohu8.com/S/08083\">中国有赞</a>、<a href=\"https://laohu8.com/S/00909\">明源云</a>跌超5%。</p>\n<p><img src=\"https://static.tigerbbs.com/8ea85c49dd782c254be4c49c72033bd8\" 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/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"02013":"微盟集团"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106401886","content_text":"1约26日，港股SaaS板块全线重挫，微盟集团跌超11%，兑吧跌9%，云想科技、移卡跌超6%，中国有赞、明源云跌超5%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319732930,"gmtCreate":1611620960220,"gmtModify":1703751646856,"author":{"id":"3569064219877780","authorId":"3569064219877780","name":"王艺桥","avatar":"https://static.tigerbbs.com/23ed45322d9a48cb04ceef1e3b56e27a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569064219877780","authorIdStr":"3569064219877780"},"themes":[],"htmlText":"确实，小鹏、蔚来、理想老放一起，不提比亚迪，是不敢得罪国内老大吧，万一以后用人家的芯片呢？","listText":"确实，小鹏、蔚来、理想老放一起，不提比亚迪，是不敢得罪国内老大吧，万一以后用人家的芯片呢？","text":"确实，小鹏、蔚来、理想老放一起，不提比亚迪，是不敢得罪国内老大吧，万一以后用人家的芯片呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319732930","repostId":"1182255072","repostType":2,"isVote":1,"tweetType":1,"viewCount":1446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}