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颜世库
2022-01-17
有些道理，关注学习
贝莱德基金陆文杰：2022年港股投资窗口已打开
颜世库
2022-01-17
这篇文章不错，转发给大家看
抱歉，原内容已删除
颜世库
2022-01-05
感觉还不错，努力加油！
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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":1775,"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,"isVote":1,"tweetType":1,"viewCount":2811,"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":2449,"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,"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":1775,"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,"isVote":1,"tweetType":1,"viewCount":2811,"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,"likeS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