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DavidLeeT
2021-10-05
$天睿祥(TIRX)$
这支烂股票就没有人管管么?那么明显的犯罪集团,没人去查这支烂股票?
DavidLeeT
2021-10-05
$天睿祥(TIRX)$
别的股票涨,你扑街。别的股票跌,你更扑街。到底你存在的意义在哪里?
DavidLeeT
2021-08-12
[微笑]
外资清仓中概股?这些没抛,“木头姐”表态来了
DavidLeeT
2021-06-25
跟着她走,不会错
抱歉,原内容已删除
DavidLeeT
2021-06-24
$研控科技(RCON)$
杀猪盘就像无底洞,跌不完的。参考TIRX,从95跌到现在六块多还一直在跌。这一支很可能过两个月跌倒两块以下。要买的人还是三思而行吧!
DavidLeeT
2021-06-21
$研控科技(RCON)$
一个研控科技,一个天睿祥。都是杀猪盘的中概股,庄家控盘。散户有多少人上当的?看看如何可以集中一起投诉到美国证监局那边
DavidLeeT
2021-06-21
$天睿祥(TIRX)$
这支股票是一个无底洞,跌起来深不见底,去美国证监局官网举报它吧,就是支圈钱的骗子公司。天睿祥真不是真心搞保险的,它上市也只是借壳上市,太恶心了。真的,千万别买,它只跌不升。
DavidLeeT
2021-06-20
$AMC院线(AMC)$
神股
DavidLeeT
2021-06-20
$研控科技(RCON)$
杀猪盘
DavidLeeT
2021-06-18
$研控科技(RCON)$
很快会跌到3块以下,快跑吧
DavidLeeT
2021-06-17
$天睿祥(TIRX)$
它要掉到什么时候?
DavidLeeT
2021-06-16
别加了
抱歉,原内容已删除
DavidLeeT
2021-06-16
这段时间股市已经跌得很惨了
抱歉,原内容已删除
DavidLeeT
2021-05-29
$天睿祥(TIRX)$
这家公司让一堆网络骗子,在网上假装和你认识,每天关心你。认识一个多月,骗取你的信任后,告诉你她叔叔是摩根高管,有内幕消息。叫人买股票。因为是通过正规平台买,受害者就认为没有问题。结果在4月12日那天骗受害者95元大量买入以后,再让你把截图发给她,她会和庄家分提成。这几个月搞这么大一个局,受害者至少数百。我受骗就算了,其他人别上当了,这只股票是犯罪分子操纵的,大家千万别买。被骗的人要一起报警,把天睿祥这些畜生绳之以法。
DavidLeeT
2021-05-04
$天睿祥(TIRX)$
我已经向香港警方报案,因为蛊惑散户高价买入的诈骗团队都是用香港号码。也向美国证监局投诉举报天睿祥。就算这点钱拿不回来,至少也要让这家骗子公司倒闭。他们在世界范围内诈骗金额至少数百万美元,不能就这样算了。
DavidLeeT
2021-04-27
$天睿祥(TIRX)$
这个庄要设陷阱,大家要注意了
DavidLeeT
2021-04-19
$Coinbase Global, Inc.(COIN)$
比特币又开始上涨了
去老虎APP查看更多动态
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","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/895562042","repostId":"1151301033","repostType":4,"repost":{"id":"1151301033","weMediaInfo":{"introduction":"关注中国基金报,即时获取深度理财资讯","home_visible":1,"media_name":"中国基金报","id":"6","head_image":"https://static.tigerbbs.com/13b66b3e97274759989352a7b9f80611"},"pubTimestamp":1628756571,"share":"https://www.laohu8.com/m/news/1151301033?lang=&edition=full","pubTime":"2021-08-12 16:22","market":"us","language":"zh","title":"外资清仓中概股?这些没抛,“木头姐”表态来了","url":"https://stock-news.laohu8.com/highlight/detail?id=1151301033","media":"中国基金报","summary":"https://mp.weixin.qq.com/s/AP7TC-M9mt541lnsds9q-w","content":"<div>\n<p>以软银为首的外资暂停投资中国资产的事件还在发酵,不过,不少资管巨头即便减仓,仍然看好中国的长期投资机会,并没有退出持有看好的中国资产,相反,一些外资机构看到转型中的投资机会,加大在特定领域的投资。\n调仓主要出于市场风险\n随着近期资管巨头不断披露二季报持仓,一些大幅度缩减中概股的消息不断浮出水面:资管巨头贝莱德大幅削减阿里巴巴仓位:减持阿里巴巴7402万股,减持幅度高达88.28%,持仓市值从190...</p>\n\n<a href=\"None\">Web 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{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外资清仓中概股?这些没抛,“木头姐”表态来了\n</h2>\n\n<h4 class=\"meta\">\n\n2021-08-12 16:22 北京时间 <strong>中国基金报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>以软银为首的外资暂停投资中国资产的事件还在发酵,不过,不少资管巨头即便减仓,仍然看好中国的长期投资机会,并没有退出持有看好的中国资产,相反,一些外资机构看到转型中的投资机会,加大在特定领域的投资。\n调仓主要出于市场风险\n随着近期资管巨头不断披露二季报持仓,一些大幅度缩减中概股的消息不断浮出水面:资管巨头贝莱德大幅削减阿里巴巴仓位:减持阿里巴巴7402万股,减持幅度高达88.28%,持仓市值从190...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"BABA":"阿里巴巴","BIDU":"百度"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151301033","content_text":"以软银为首的外资暂停投资中国资产的事件还在发酵,不过,不少资管巨头即便减仓,仍然看好中国的长期投资机会,并没有退出持有看好的中国资产,相反,一些外资机构看到转型中的投资机会,加大在特定领域的投资。\n调仓主要出于市场风险\n随着近期资管巨头不断披露二季报持仓,一些大幅度缩减中概股的消息不断浮出水面:资管巨头贝莱德大幅削减阿里巴巴仓位:减持阿里巴巴7402万股,减持幅度高达88.28%,持仓市值从190亿美元降至22.29亿美元。\n需要明确的是,这家资管巨头的调仓发生在监管政策出台之前。这种清仓式减持,要么是对监管风险的提前预判,要么是出于对市场趋势研读的过人判断力。实际上,业内人士认为,中国政府倾向于 “反周期”,在宏观环境有所改善的时候会加大监管政策力度。这意味着,机构如果因此提前有所准备并行动迅速,就能避免严重损失。二季度以来,阿里巴巴最多下跌了18%。\n相较于二级市场的波动,政策监管变化对于一级市场和私募股权市场的影响更加深远。被报暂停在中国投资的软银,也表态会在事态明朗化后积极恢复投资。\n据路透社,软银社长孙正义表示,愿景基金有 23% 是投资于中国,但基金并未倚赖特定区域,投资相当均衡。他称中国科技业者正陷于困境但表现良好,股价应该会回升,而随着事态明朗化,将恢复在中国积极投资。\n愿景基金首席财务官 Navneet Govil 表示,虽然监管整顿影响了回报预期,但对中国的整体看法是不变的:中国仍然是一个巨大的、不断增长和引人注目的投资机会。\n减仓派“木头姐”至少持百亿中国资产\n长期赛道选手逢低买入\n美国主动管理科技基金的代表“木头姐”,在其旗舰基金清仓相关中概股持仓,但其余规模稍小的基金中,持有中概股比例并不低。\n截至8月11日,方舟自动化及机器人ETF中仍持有京东、百度、小牛电动和比亚迪,合计持股比率达8.71%;持仓市值近25亿美元(约合160亿元人民币),显示出其对于电商及新能源车的信心。\n\n“木头姐”也表态对中国资产仍持有“开放态度”。在本周二的网络研讨会上,她表示在投资中国资产这一问题上,其关注领域中许多公司多方面包括值等都在下降,可能不会很快恢复,甚至可能会进一步下跌。但她也明确,会在创新领域发现一些非常有趣的公司,所以会对此保持开放的态度。\n更有机构乘机抄底。知名长线科技投资机构柏基投资(Baillie Gifford),在 7 月末港股大幅波动之时,大幅加仓美团,持股比例增至 5.12%。\n目前,哪些领域会受到政府政策影响仍然受到外资高度关注,摩根士丹利就在近期一份研报中列出了包括可能受到影响的领域,包括科技、地产、消费、医疗及碳中和等。\n\n哪些赛道被外资看好?\n随着政府大力监管教培及垄断性的科技巨头,部分外资开始调转在中国的投资方向。许多受到政策鼓励的行业,被外资视为政策调整下涌现出来的新赛道:\n房屋租赁市场:\n今年政府加强了购房限制,大力控制房价,并吸引资金帮助提供出租房,这引起了大量外资机构的兴趣。APG 资产管理公司准备在未来 3 至 5 年内向中国出租房屋投入约12亿美元,这家美国私募股权巨头投资了不少中国的公寓租赁品牌如魔方、自如等。黑石集团和华平投资等海外投资者也正加大投资这一领域。\n外资认为,长期租赁住房是中国的下一个重大机遇,就像 10 年前的物流中心或 5 年前的数据中心。上海、北京等大城市日益增长的人口密度、严格的购房限制以及推迟结婚和生育等因素,将促进对多户型住房长租的需求。\n医疗数字化:\n尽管中国在电子商务、移动支付和外卖等领域已经完全数字化,走在全球前列,但医疗保健却没有迅速更上。中国的医疗保健可能很快就会面临数字化快速增长拐点,“木头姐”旗下的方舟集团看到了该行业的巨大机遇。根据方舟集团本周发布的研究报告,一些公司可能会从此转型中获益匪浅。\n该研报指出,数字化转型可以减轻医院的压力,可以发力的领域包括在线咨询、人工智能辅助的临床诊断系统、数字化医疗应用程序、处方药配送到家以及专业护理平台,数字化转型会使超负荷工作的医生看病更有效率,病人也会得到更好的服务和治疗。\n方舟集团估计,随着数字化转型,中国的在线问诊可能会大幅增加,从2019年占所有医疗就诊的6% 增加到2025年的50% 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