核心资产大幅下跌，港股投资机会还有吗？_老虎社区_美港股上老虎

核心资产大幅下跌，港股投资机会还有吗？

上海证券报2021-03-26

去年四季度，多数基金经理言必称看好港股市场，如今，随着港股的持续调整，也让港股投资遭遇了信仰危机。美团、思摩尔国际、颐海国际……一众基金“爱股”大幅下跌，直接拖累了基金净值，打击了投资者的信心。Wind数据统计截至3月25日与此同时，基金经理间的分歧也在加大。谨慎的人认为，与A股相比，港股优质公司的估值并没有较多优势。而估值便宜的公司质地一般，不一定具有长期的投资价值。乐观者认为，港股一直是国际...

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天天天天涨停板
·2021-03-27
种草，然后割，反正我不🔝[胜利]
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HarimauDT
·2021-03-26
港股不管結構和資金都變成A股模式。
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Kstan85
·2021-03-26
还可以的
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康希诺
·2021-03-26
需要弄清楚腾讯的大的庄家是谁？比亚迪的大庄稼做盘已经结束
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- 小石头W:
  腾讯5万多亿的市值，还大庄家？？
  2021-03-27
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飞车手
·2021-03-26
666
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股流动性外溢，但如果A 股市场出现问题，港股作为离岸市场，不一定会有很好的结果。对于港股市场，胡伟涛表示，随着南下资金大幅流入香港市场，港股受到A股的影响越来越大。短期来看，港股何时结束调整有可能与A股趋同。对于后市，胡伟涛认为，与A股相比，港股优质公司的估值并没有较多优势。而估值便宜的公司质地一般，不一定具有长期的投资价值。随着优质科技公司回归香港上市，港股投资标的的进一步丰富，倒是给投资人带来了更多新的选择。海富通中国海外混合基金经理陶意非认为，相对来说，港股估值不算便宜，个别股票的估值还比较高，但港股经过调整之后，其投资配置价值也开始慢慢显现。从外部环境看，广发基金的基金经理余昊表示，港股一直是国际资金的配置对象。考虑到美国将继续保持宽松的货币政策和财政政策，弱美元将是未来两年的宏观背景。这意味着资金将青睐新兴市场，尤其是基本面稳健的中国资产。余昊预计，从全球资产配置角度看，港股依旧是配置重点。","kind":null,"is_publish_news":false,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":356729010,"gmtCreate":1616818121230,"gmtModify":1616818121230,"author":{"id":"3513743822381928","authorId":"3513743822381928","name":"天天天天涨停板","avatar":"https://static.tigerbbs.com/90d3bcdd2c49a8ec314d84d8d0f1b24e","vip":1,"crmLevel":5,"crmLevelSwitch":1,"idStr":"3513743822381928","authorIdStr":"3513743822381928"},"htmlText":"种草，然后割，反正我不🔝[胜利]&nbsp;","listText":"种草，然后割，反正我不🔝[胜利]&nbsp;","text":"种草，然后割，反正我不🔝[胜利]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356729010","repostId":1129813330,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":356021710,"gmtCreate":1616745006030,"gmtModify":1634524254336,"author":{"id":"3558172144035713","authorId":"3558172144035713","name":"HarimauDT","avatar":"https://static.tigerbbs.com/0f8f681f784b1d6fdce692fe7b486382","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3558172144035713","authorIdStr":"3558172144035713"},"htmlText":"港股不管結構和資金都變成A股模式。","listText":"港股不管結構和資金都變成A股模式。","text":"港股不管結構和資金都變成A股模式。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356021710","repostId":1129813330,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":358754170,"gmtCreate":1616734224490,"gmtModify":1634524291688,"author":{"id":"3560815977806506","authorId":"3560815977806506","name":"Kstan85","avatar":"https://static.tigerbbs.com/2520ec2fbd26b2153403ffcd79501d06","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3560815977806506","authorIdStr":"3560815977806506"},"htmlText":"还可以的","listText":"还可以的","text":"还可以的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358754170","repostId":1129813330,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":358762593,"gmtCreate":1616732224412,"gmtModify":1616733991025,"author":{"id":"3566613207378735","authorId":"3566613207378735","name":"康希诺","avatar":"https://static.tigerbbs.com/202d0f9e0d10006063d0cfb9a3e5365a","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3566613207378735","authorIdStr":"3566613207378735"},"htmlText":"需要弄清楚腾讯的大的庄家是谁？比亚迪的大庄稼做盘已经结束","listText":"需要弄清楚腾讯的大的庄家是谁？比亚迪的大庄稼做盘已经结束","text":"需要弄清楚腾讯的大的庄家是谁？比亚迪的大庄稼做盘已经结束","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/358762593","repostId":1129813330,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3898811,"gmtCreate":1616816052326,"gmtModify":1616816052326,"authorId":3468658323336580,"author":{"id":3468658323336580,"idStr":"3468658323336580","authorId":3468658323336580,"name":"小石头W","avatar":"https://static.tigerbbs.com/213fa3ba9cd3173261a3b6b51fbab243","vip":1,"crmLevel":1,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":358762593,"type":1,"supId":0,"prevId":0,"content":"腾讯5万多亿的市值，还大庄家？？","text":"腾讯5万多亿的市值，还大庄家？？","html":"腾讯5万多亿的市值，还大庄家？？"}],"langContent":"CN"},{"id":358763536,"gmtCreate":1616731893725,"gmtModify":1616731893725,"author":{"id":"3558600224159473","authorId":"3558600224159473","name":"飞车手","avatar":"https://static.tigerbbs.com/bf0759d20d5ebdba8ca5268455b124b8","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3558600224159473","authorIdStr":"3558600224159473"},"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358763536","repostId":1129813330,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":24,"commentSize":5,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}