+关注
颜世库
暂无个人介绍
IP属地：山西
599
关注
4
粉丝
0
主题
0
勋章
主贴
热门
颜世库
2022-01-17
有些道理，关注学习
抱歉，原内容已删除
颜世库
2022-01-17
这篇文章不错，转发给大家看
贝莱德基金陆文杰：2022年港股投资窗口已打开
颜世库
2022-01-05
感觉还不错，努力加油！
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4103978014976880","uuid":"4103978014976880","gmtCreate":1640876074664,"gmtModify":1641262514465,"name":"颜世库","pinyin":"yskyanshiku","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/d6efedec7e386faa9439373305b02eb7","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":4,"headSize":599,"tweetSize":3,"questionSize":0,"limitLevel":999,"accountStatus":3,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.09.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"山西","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":697823506,"gmtCreate":1642408808871,"gmtModify":1642408808871,"author":{"id":"4103978014976880","authorId":"4103978014976880","name":"颜世库","avatar":"https://static.tigerbbs.com/d6efedec7e386faa9439373305b02eb7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103978014976880","authorIdStr":"4103978014976880"},"themes":[],"htmlText":"有些道理，关注学习","listText":"有些道理，关注学习","text":"有些道理，关注学习","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/697823506","repostId":"2204261607","repostType":4,"isVote":1,"tweetType":1,"viewCount":1798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697823802,"gmtCreate":1642408782565,"gmtModify":1642408782565,"author":{"id":"4103978014976880","authorId":"4103978014976880","name":"颜世库","avatar":"https://static.tigerbbs.com/d6efedec7e386faa9439373305b02eb7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103978014976880","authorIdStr":"4103978014976880"},"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":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/697823802","repostId":"2204261607","repostType":4,"repost":{"id":"2204261607","kind":"news","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":1642386870,"share":"https://www.laohu8.com/m/news/2204261607?lang=&edition=full","pubTime":"2022-01-17 10:34","market":"sh","language":"zh","title":"贝莱德基金陆文杰：2022年港股投资窗口已打开","url":"https://stock-news.laohu8.com/highlight/detail?id=2204261607","media":"中国基金报","summary":"贝莱德基金陆文杰： 2022年港股投资窗口已打开中国基金报记者 曹雯璟2021年，港股市场经历了不小的调整，2022年是否可以迎来调整后的机遇？全球化视角 创新投顾模式公开资料显示，2021年6月，贝莱德基金拿到公募业务牌照，成为首家外资公募：2021年9月，贝莱德基金成立第一只公募基金产品；2021年底，第二只公募产品贝莱德港股通远景视野获批，2022年1月4日发行。港股投资机会“比比皆是”展望后市，陆文杰认为，2022年港股机会可能优于A股。","content":"<div>\n<p>2021年，港股市场经历了不小的调整，2022年是否可以迎来调整后的机遇？贝莱德基金投资总监、贝莱德港股通远景视野基金拟任基金经理陆文杰表示，今年，港股的机会可能优于A股；消费、互联网、生物医药等是他重点关注的方向。全球化视角 创新投顾模式公开资料显示，2021年6月，贝莱德基金拿到公募业务牌照，成为首家外资公募：2021年9月，贝莱德基金成立第一只公募基金产品；2021年底，第二只公募产品贝莱德...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n","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>贝莱德基金陆文杰：2022年港股投资窗口已打开</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贝莱德基金陆文杰：2022年港股投资窗口已打开\n</h2>\n\n<h4 class=\"meta\">\n\n2022-01-17 10:34 北京时间 <strong>中国基金报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2021年，港股市场经历了不小的调整，2022年是否可以迎来调整后的机遇？贝莱德基金投资总监、贝莱德港股通远景视野基金拟任基金经理陆文杰表示，今年，港股的机会可能优于A股；消费、互联网、生物医药等是他重点关注的方向。全球化视角 创新投顾模式公开资料显示，2021年6月，贝莱德基金拿到公募业务牌照，成为首家外资公募：2021年9月，贝莱德基金成立第一只公募基金产品；2021年底，第二只公募产品贝莱德...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/769dc8865e0dc507ddea5079c2429001","relate_stocks":{"HSCEI":"国企指数","HSI":"恒生指数","HSTECH":"恒生科技指数","HSCCI":"红筹指数","DSU":"贝莱德基金"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2204261607","content_text":"2021年，港股市场经历了不小的调整，2022年是否可以迎来调整后的机遇？贝莱德基金投资总监、贝莱德港股通远景视野基金拟任基金经理陆文杰表示，今年，港股的机会可能优于A股；消费、互联网、生物医药等是他重点关注的方向。全球化视角 创新投顾模式公开资料显示，2021年6月，贝莱德基金拿到公募业务牌照，成为首家外资公募：2021年9月，贝莱德基金成立第一只公募基金产品；2021年底，第二只公募产品贝莱德港股通远景视野获批，2022年1月4日发行。该基金由陆文杰、单秀丽拟任基金经理。陆文杰此前曾担任瑞银证券中国股票策略师。陆文杰介绍，贝莱德港股通远景视野基金采用创新投顾模式，贝莱德集团在香港的全球新兴市场团队作为产品的投顾，提供港股市场投资建议。对中国的股票，贝莱德基金则会以全球配置的思路，注重长远，关注基本面。“这个产品非现金资产80%以上是投资港股的。希望能够借助这个产品，把贝莱德全球投研平台的特殊价值带给内地的投资者。”之所以采取“投顾模式”，陆文杰表示，主要是考虑到港股市场与A股市场有差异。港股市场是包括香港本地机构、全球资金、南下资金等多股力量博弈的市场，贝莱德集团在港股市场，作为大机构投资者，经历多轮牛熊考验，积累了丰富的经验。此外，贝莱德集团还有全球投研资源的支持体系。“在全球投资视野下，我们可以横向对比各市场同一行业的投资机会。贝莱德集团的Aladdin（阿拉丁）风险管理系统也能给香港的全球新兴市场股票团队提供强大支持。”港股投资机会“比比皆是”展望后市，陆文杰认为，2022年港股机会可能优于A股。“经过去年的大幅度下跌，港股股票估值已经比较低，大部分行业的估值在历史中位数以下。而且，投资者预期也较低。从PE看，港股是全球主要市场中最低的，港股主板估值比A股低15%~20%。恒生科技的估值只是A股创业板的1/3。陆文杰提到，随着经济回暖，“稳增长”基调明显，政策上可能会推出有利于经济稳定的政策。2022年很多行业的盈利将有所增长。港股市场上市公司以中下游企业为主，去年上游原材料价格上涨，利润被挤压。CPI和PPI剪刀差缩窄，中下游消费品利润会改善。陆文杰强调，估值低、基本面改善不意味着可以炒港股的反弹。配置港股，是资产配置的需要。“港股相对A股有折价，但并不是说A股行情会在港股重新演绎一遍，两个市场逻辑不同。港股的机会是多元宽泛的，各个行业、各个主题都有机会，而A股往往会聚焦在一些特别热门的赛道。”在板块和行业方面，陆文杰看好多个方向，包括消费、互联网、生物医药等。“受疫情、原材料价格上涨等因素影响，2021年消费行业表现不佳。目前原材料价格上涨有所缓解，下游消费品，比如白酒、奶茶店、快递等日用品都在涨价，消费行业有很大的恢复潜力。而且，消费板块有很多好公司，如体育用品、乳业等，成长性好且估值便宜。对于港股的互联网科技类企业，陆文杰认为，他们在2021年受到较严的行业监管政策影响，估值遭到压制，跌得最惨。但目前政策方向转向，稳增长的基调下，有紧缩效应的政策会谨慎出台。“中国互联网企业的核心优势和竞争力在创新能力，它们拥有巨大且有粘性的客户和数据基础，新的创新应该会出现。在目前估值下，如果政策改善，游戏、社区、线上服务，元宇宙等都是可以投资的方向。此外，港股一些传统的被国际金融机构看好的行业，如生物医药，陆文杰认为也存在机会。其中的CXO（医药研发与外包服务）领域，中国的公司在全球药品研发和制造上的成本和质量优势不可替代，疫情带来的医疗和药品研发方面需求很强。最后，陆文杰也看好一些散落在公用事业、金融、原材料等各行业被低估的公司。稳增长政策利好的基建方面的受益企业也是他关注的方向。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2890,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695175643,"gmtCreate":1641384088227,"gmtModify":1641384088227,"author":{"id":"4103978014976880","authorId":"4103978014976880","name":"颜世库","avatar":"https://static.tigerbbs.com/d6efedec7e386faa9439373305b02eb7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103978014976880","authorIdStr":"4103978014976880"},"themes":[],"htmlText":"感觉还不错，努力加油！","listText":"感觉还不错，努力加油！","text":"感觉还不错，努力加油！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695175643","isVote":1,"tweetType":1,"viewCount":2552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":697823506,"gmtCreate":1642408808871,"gmtModify":1642408808871,"author":{"id":"4103978014976880","authorId":"4103978014976880","name":"颜世库","avatar":"https://static.tigerbbs.com/d6efedec7e386faa9439373305b02eb7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4103978014976880","idStr":"4103978014976880"},"themes":[],"htmlText":"有些道理，关注学习","listText":"有些道理，关注学习","text":"有些道理，关注学习","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/697823506","repostId":"2204261607","repostType":4,"isVote":1,"tweetType":1,"viewCount":1798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697823802,"gmtCreate":1642408782565,"gmtModify":1642408782565,"author":{"id":"4103978014976880","authorId":"4103978014976880","name":"颜世库","avatar":"https://static.tigerbbs.com/d6efedec7e386faa9439373305b02eb7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4103978014976880","idStr":"4103978014976880"},"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":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/697823802","repostId":"2204261607","repostType":4,"isVote":1,"tweetType":1,"viewCount":2890,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695175643,"gmtCreate":1641384088227,"gmtModify":1641384088227,"author":{"id":"4103978014976880","authorId":"4103978014976880","name":"颜世库","avatar":"https://static.tigerbbs.com/d6efedec7e386faa9439373305b02eb7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4103978014976880","idStr":"4103978014976880"},"themes":[],"htmlText":"感觉还不错，努力加油！","listText":"感觉还不错，努力加油！","text":"感觉还不错，努力加油！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695175643","isVote":1,"tweetType":1,"viewCount":2552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
