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Jocelynlwy
2021-09-02
[呆住]
全面加仓！超级大咖扫货港股，阵营出现“新面孔”
Jocelynlwy
2021-08-31
[呆住]
Paypal股价直线拉升，传正探索推出股票交易功能
Jocelynlwy
2021-08-28
[强]
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","listText":"[呆住] ","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/812342050","repostId":"2164811943","repostType":4,"repost":{"id":"2164811943","pubTimestamp":1630549442,"share":"https://www.laohu8.com/m/news/2164811943?lang=&edition=full","pubTime":"2021-09-02 10:24","market":"hk","language":"zh","title":"全面加仓！超级大咖扫货港股，阵营出现“新面孔”","url":"https://stock-news.laohu8.com/highlight/detail?id=2164811943","media":"证券时报","summary":"【多位知名基金经理加仓港股 公募密集布局港股基金】公募基金半年报显示，多位知名基金经理管理的投资组合逆市增持港股。多家公募近期也纷纷出手布局主投港股的基金，还通过自购旗下港股基金增强市场信心。基金投资人士预计，港股市场或会出现结构性行情，建议重点关注半年报超预期的板块及个股。 (证券时报)","content":"<p>日前披露完毕的公募基金半年报显示，多位知名基金经理管理的投资组合逆市增持港股。多家公募近期也纷纷出手布局主投港股的基金，还通过自购旗下港股基金增强市场信心。</p>\n<p>基金投资人士预计，港股市场或会出现结构性行情，建议重点关注半年报超预期的板块及个股。</p>\n<p><b>多位知名基金经理</b></p>\n<p><b>加仓港股</b></p>\n<p>公募基金半年报披露的“隐形重仓股”显示，多位明星基金经理逢低加仓了港股，不少基金经理增持力度较大，港股持仓比重大幅提升。</p>\n<p>截至二季度末，赵枫管理的睿远均衡价值共计持有106只股票，隐形重仓股中包括部分港股标的。其中，位列第13大重仓股的<a href=\"https://laohu8.com/S/06969\">思摩尔国际</a>的持股市值占基金净值比例超过3%，达到3.11%；<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、<a href=\"https://laohu8.com/S/01999\">敏华控股</a>分列睿远均衡价值的第16、17大重仓股，持股数较去年末均有所上升，持股市值占基金资产净值比例分别为2.21%、1.95%。</p>\n<p>在张坤管理的易方达优质企业基金的持仓中，占净比超过1%的阵营出现“新面孔”——<a href=\"https://laohu8.com/S/06078\">海吉亚医疗</a>，持股市值占基金净值比例为2.39%。易方达蓝筹精选是张坤在管基金中规模最大的，截至6月末的规模为989.89亿元，持仓个股92只。对比此前的定期报告，该基金上半年末对海吉亚医疗和<a href=\"https://laohu8.com/S/06618\">京东健康</a>的持股数量较2020年末有所增加。值得一提的是，海吉亚医疗同样也是傅鹏博的隐形重仓股，二季度股价上涨了80.94%。</p>\n<p>易方达基金旗下另外一位基金经理冯波管理的基金半年报显示，港股持仓比重大幅增加，增持了<a href=\"https://laohu8.com/S/02020\">安踏体育</a>、<a href=\"https://laohu8.com/S/02331\">李宁</a>、<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>等。</p>\n<p>截至二季度末，秦毅管理的泓德睿泽共计持有114只股票，持有<a href=\"https://laohu8.com/S/02269\">药明生物</a>的市值占基金净值比例超过3%，位列第14大重仓股。与去年年底相比，秦毅还进一步加仓了<a href=\"https://laohu8.com/S/00291\">华润啤酒</a>、<a href=\"https://laohu8.com/S/00268\">金蝶国际</a>，新进港股医药股<a href=\"https://laohu8.com/S/01801\">信达生物</a>452万股。</p>\n<p><b>公募积极布局港股基金</b></p>\n<p>尽管港股短期面临诸多不确定性，公募布局港股基金的热情依然高涨，多只主投港股市场的基金相继发行。</p>\n<p>数据显示，截至9月1日，下半年以来已有16只主投港股的相关基金进入发行，其中，指数基金有9只，包括天弘恒生沪深港创新药精选50ETF等；主动权益基金合计7只，如广发恒生科技等。按照公告披露的发行计划，接下来还有华夏恒生中国内地企业高股息率ETF等多只基金陆续发行。</p>\n<p>与此同时，嘉实、光证资管等基金管理人拿出真金白银自购旗下港股基金。例如，嘉实港股互联网产业核心资产在发行期间，嘉实基金认购3000万元，公司高管、投研部门负责人、基金经理均参与认购。另外，光证资管出资1000万元申购旗下产品光大阳光香港精选。此外，对于几只港股主题发起式基金，相关公司运用自有资金认购1000万元。</p>\n<p>多位公募人士认为，港股整体应该处于偏底部区域，长期看有一定的配置价值。嘉实基金认为， 近一年恒生指数走势如过山车，指数本身的投资逻辑并没有改变，指数基本面仍然向好。从估值层面来看，经历过这波较大的回调，恒生科技指数的市盈率市销率都有所下降，市销率已达到指数上市以来新低，估值压力有所缓解。</p>\n<p>诺德基金研究员张昳泓表示，港股从2月份以来走势一直较为低迷，从恒生指数来看市净率接近破净状态。过去20年，恒指破净只出现过4次，分别是2015年股灾、2016年A股熔断、2019年、2020年新冠疫情，破净后一般持续时间都未超过半年。预计下半年港股可能有结构性行情，建议重点关注半年报超预期的板块及个股。</p>","source":"cszg","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>全面加仓！超级大咖扫货港股，阵营出现“新面孔”</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全面加仓！超级大咖扫货港股，阵营出现“新面孔”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-02 10:24 北京时间 <a href=http://global.eastmoney.com/a/202109022076863011_0.html><strong>证券时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>日前披露完毕的公募基金半年报显示，多位知名基金经理管理的投资组合逆市增持港股。多家公募近期也纷纷出手布局主投港股的基金，还通过自购旗下港股基金增强市场信心。\n基金投资人士预计，港股市场或会出现结构性行情，建议重点关注半年报超预期的板块及个股。\n多位知名基金经理\n加仓港股\n公募基金半年报披露的“隐形重仓股”显示，多位明星基金经理逢低加仓了港股，不少基金经理增持力度较大，港股持仓比重大幅提升。\n截至二...</p>\n\n<a href=\"http://global.eastmoney.com/a/202109022076863011_0.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0a831bcebda158ecca4acb0e3ba2927d","relate_stocks":{"06078":"海吉亚医疗"},"source_url":"http://global.eastmoney.com/a/202109022076863011_0.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2164811943","content_text":"日前披露完毕的公募基金半年报显示，多位知名基金经理管理的投资组合逆市增持港股。多家公募近期也纷纷出手布局主投港股的基金，还通过自购旗下港股基金增强市场信心。\n基金投资人士预计，港股市场或会出现结构性行情，建议重点关注半年报超预期的板块及个股。\n多位知名基金经理\n加仓港股\n公募基金半年报披露的“隐形重仓股”显示，多位明星基金经理逢低加仓了港股，不少基金经理增持力度较大，港股持仓比重大幅提升。\n截至二季度末，赵枫管理的睿远均衡价值共计持有106只股票，隐形重仓股中包括部分港股标的。其中，位列第13大重仓股的思摩尔国际的持股市值占基金净值比例超过3%，达到3.11%；腾讯控股、敏华控股分列睿远均衡价值的第16、17大重仓股，持股数较去年末均有所上升，持股市值占基金资产净值比例分别为2.21%、1.95%。\n在张坤管理的易方达优质企业基金的持仓中，占净比超过1%的阵营出现“新面孔”——海吉亚医疗，持股市值占基金净值比例为2.39%。易方达蓝筹精选是张坤在管基金中规模最大的，截至6月末的规模为989.89亿元，持仓个股92只。对比此前的定期报告，该基金上半年末对海吉亚医疗和京东健康的持股数量较2020年末有所增加。值得一提的是，海吉亚医疗同样也是傅鹏博的隐形重仓股，二季度股价上涨了80.94%。\n易方达基金旗下另外一位基金经理冯波管理的基金半年报显示，港股持仓比重大幅增加，增持了安踏体育、李宁、中芯国际等。\n截至二季度末，秦毅管理的泓德睿泽共计持有114只股票，持有药明生物的市值占基金净值比例超过3%，位列第14大重仓股。与去年年底相比，秦毅还进一步加仓了华润啤酒、金蝶国际，新进港股医药股信达生物452万股。\n公募积极布局港股基金\n尽管港股短期面临诸多不确定性，公募布局港股基金的热情依然高涨，多只主投港股市场的基金相继发行。\n数据显示，截至9月1日，下半年以来已有16只主投港股的相关基金进入发行，其中，指数基金有9只，包括天弘恒生沪深港创新药精选50ETF等；主动权益基金合计7只，如广发恒生科技等。按照公告披露的发行计划，接下来还有华夏恒生中国内地企业高股息率ETF等多只基金陆续发行。\n与此同时，嘉实、光证资管等基金管理人拿出真金白银自购旗下港股基金。例如，嘉实港股互联网产业核心资产在发行期间，嘉实基金认购3000万元，公司高管、投研部门负责人、基金经理均参与认购。另外，光证资管出资1000万元申购旗下产品光大阳光香港精选。此外，对于几只港股主题发起式基金，相关公司运用自有资金认购1000万元。\n多位公募人士认为，港股整体应该处于偏底部区域，长期看有一定的配置价值。嘉实基金认为， 近一年恒生指数走势如过山车，指数本身的投资逻辑并没有改变，指数基本面仍然向好。从估值层面来看，经历过这波较大的回调，恒生科技指数的市盈率市销率都有所下降，市销率已达到指数上市以来新低，估值压力有所缓解。\n诺德基金研究员张昳泓表示，港股从2月份以来走势一直较为低迷，从恒生指数来看市净率接近破净状态。过去20年，恒指破净只出现过4次，分别是2015年股灾、2016年A股熔断、2019年、2020年新冠疫情，破净后一般持续时间都未超过半年。预计下半年港股可能有结构性行情，建议重点关注半年报超预期的板块及个股。","news_type":1},"isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818331478,"gmtCreate":1630374992294,"gmtModify":1704959320629,"author":{"id":"4088434743181490","authorId":"4088434743181490","name":"Jocelynlwy","avatar":"https://static.tigerbbs.com/3110e2c4972d769362dc5f785e6c4432","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[呆住] ","listText":"[呆住] ","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818331478","repostId":"1148628519","repostType":4,"repost":{"id":"1148628519","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":1630338391,"share":"https://www.laohu8.com/m/news/1148628519?lang=&edition=full","pubTime":"2021-08-30 23:46","market":"us","language":"zh","title":"Paypal股价直线拉升，传正探索推出股票交易功能","url":"https://stock-news.laohu8.com/highlight/detail?id=1148628519","media":"老虎资讯综合","summary":"周一盘中，Paypal股价直线拉升，截至发稿涨超4%。\n据CNBC消息：Paypal已雇佣一些前交易商员工领导股票交易项目，名称为“Invest at Paypal”。\n\n与此同时，Robinhood","content":"<p>周一盘中，<a href=\"https://laohu8.com/S/PYPL\">Paypal</a>股价直线拉升，截至发稿涨超4%。</p>\n<p>据CNBC消息：Paypal已雇佣一些前交易商员工领导股票交易项目，名称为“Invest at Paypal”。</p>\n<p><img src=\"https://static.tigerbbs.com/0278b14ec29cb67f6ed13d12b288ce73\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>与此同时，Robinhood、<a href=\"https://laohu8.com/S/SCHW\">嘉信理财</a>短线走低，分别跌3.3%及1.8%。</p>\n<p><img src=\"https://static.tigerbbs.com/9581b7aedb40a167f3c6ef6e437356a6\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></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>Paypal股价直线拉升，传正探索推出股票交易功能</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\">\nPaypal股价直线拉升，传正探索推出股票交易功能\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\">2021-08-30 23:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周一盘中，<a href=\"https://laohu8.com/S/PYPL\">Paypal</a>股价直线拉升，截至发稿涨超4%。</p>\n<p>据CNBC消息：Paypal已雇佣一些前交易商员工领导股票交易项目，名称为“Invest at Paypal”。</p>\n<p><img src=\"https://static.tigerbbs.com/0278b14ec29cb67f6ed13d12b288ce73\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>与此同时，Robinhood、<a href=\"https://laohu8.com/S/SCHW\">嘉信理财</a>短线走低，分别跌3.3%及1.8%。</p>\n<p><img src=\"https://static.tigerbbs.com/9581b7aedb40a167f3c6ef6e437356a6\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/037b82a390b47c7344ffba6a26d2c90c","relate_stocks":{"PYPL":"PayPal"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148628519","content_text":"周一盘中，Paypal股价直线拉升，截至发稿涨超4%。\n据CNBC消息：Paypal已雇佣一些前交易商员工领导股票交易项目，名称为“Invest at Paypal”。\n\n与此同时，Robinhood、嘉信理财短线走低，分别跌3.3%及1.8%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":813981484,"gmtCreate":1630121033748,"gmtModify":1704956272531,"author":{"id":"4088434743181490","authorId":"4088434743181490","name":"Jocelynlwy","avatar":"https://static.tigerbbs.com/3110e2c4972d769362dc5f785e6c4432","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[强] ","listText":"[强] 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