对冲基金巨头们开会了，多位大佬透露独家投资秘密_老虎社区_美港股上老虎

对冲基金巨头们开会了，多位大佬透露独家投资秘密

金十数据2021-05-14

Sohn会议（Sohn Conference）成立于1995年，是对冲基金业界规模最大，且最久负盛名的大会。其成立之初的愿景，是用以纪念Ira Sohn——一位因癌症与世长辞的华尔街分析师。该会议由Ira Sohn的同事和亲人共同创建，且在此后的2006年，建立了非盈利目的的Sohn会议基金会（Sohn Conference Foundation），旨在筹集资金支持医学研究及医疗设备开发，并帮助...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

海星辰
·2021-05-15
好
回复
点赞
举报
Vincent8090
·2021-05-15
[呆住] [呆住] [呆住]
回复
3
举报
收起
- Jimmy_Lim:
  哇
  2021-05-15
  回复
  举报
我对这只股有信心
·2021-05-15
如果是真的，我也想赚钱。
回复
6
举报
收起
- WarSlasher:
  ok
  2021-08-02
  回复
  举报
BP小林
·2021-05-14
Good
回复
1
举报
Ivan55
·2021-05-14
Hoot e
回复
2
举报
dkpoh
·2021-05-14
666求点赞
回复
2
举报
haiwei183
·2021-05-14
长知识了
回复
2
举报
哈喽神
·2021-05-14
[吃瓜]
回复
点赞
举报
SG_CY
·2021-05-14
[强] [强] [强]
回复
点赞
举报
收起
- 一茗王:
  💪💪
  2021-05-14
  回复
  举报
ruiping88
·2021-05-14
[笑哭]
回复
3
举报
收起
- Json22:
  [流泪] [流泪]
  2021-05-14
  回复
  举报

热议股票

7x24

全部

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/1187294472?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/4d048412e4a518ae5bd65a550683ae23","is_english":false,"pubTime":"2021-05-14 20:08","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1187294472","market":"us","top_or_hot":-1,"title":"对冲基金巨头们开会了，多位大佬透露独家投资秘密","media":"金十数据","content":"<div>\n<p>Sohn会议（Sohn Conference）成立于1995年，是对冲基金业界规模最大，且最久负盛名的大会。其成立之初的愿景，是用以纪念Ira Sohn——一位因癌症与世长辞的华尔街分析师。该会议由Ira Sohn的同事和亲人共同创建，且在此后的2006年，建立了非盈利目的的Sohn会议基金会（Sohn Conference Foundation），旨在筹集资金支持医学研究及医疗设备开发，并帮助...</p>\n\n<a href=\"https://xnews.jin10.com/details/74536\">网页链接</a>\n\n</div>\n","source":"jssj","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>对冲基金巨头们开会了，多位大佬透露独家投资秘密</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对冲基金巨头们开会了，多位大佬透露独家投资秘密\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-14 20:08 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/details/74536><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sohn会议（Sohn Conference）成立于1995年，是对冲基金业界规模最大，且最久负盛名的大会。其成立之初的愿景，是用以纪念Ira Sohn——一位因癌症与世长辞的华尔街分析师。该会议由Ira Sohn的同事和亲人共同创建，且在此后的2006年，建立了非盈利目的的Sohn会议基金会（Sohn Conference Foundation），旨在筹集资金支持医学研究及医疗设备开发，并帮助...</p>\n\n<a href=\"https://xnews.jin10.com/details/74536\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":".DJI","symbol_name":"道琼斯","start_time":0,"source_url":"https://xnews.jin10.com/details/74536","article_id":"1187294472","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/4d048412e4a518ae5bd65a550683ae23"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1187294472","pubTimestamp":1620994094,"sourceInfo":{"source_id":"jssj","name":"金十数据"},"weMediaInfo":null,"summary":"Sohn会议成立于1995年，是对冲基金业界规模最大，且最久负盛名的大会。","collect":0,"end_time":0,"defaultTopTitle":"jin10.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{".DJI":"道琼斯"},"translate_title":"Hedge fund giants met, and many big brothers revealed exclusive investment secrets","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/4e51bf2b0e5f5a959dd3a641c089b3ba","symbols_score_info":{".DJI":0.9},"content_text":"Sohn会议（Sohn Conference）成立于1995年，是对冲基金业界规模最大，且最久负盛名的大会。其成立之初的愿景，是用以纪念Ira Sohn——一位因癌症与世长辞的华尔街分析师。该会议由Ira Sohn的同事和亲人共同创建，且在此后的2006年，建立了非盈利目的的Sohn会议基金会（Sohn Conference Foundation），旨在筹集资金支持医学研究及医疗设备开发，并帮助患有癌症或其他疾病的儿童。Sohn会议基金会已与CNBC和洛克菲勒大学建立合作。在每年的对冲基金盛宴Sohn投资大会上，大佬们都会让与会者了解到他们的投资思维和选股方式。本届投资大会在5月12日举行，本次会议可谓亮点多多，来自标准资本公司的硅谷风险投资家比尔•格利（Bill Gurley）谈论科技股，桥水基金的高管凯伦·卡尔尼奥尔 (Karen Karniol-Tambour）表示中国可能有当下最有效的多元化投资组合，另外绿光资本公司的大卫·埃因霍恩（David Einhorn）则谈到“新型石油”。以下是向与会投资专家提出的一些问题。虽然以下言论仅代表基金大佬的个人观点，但通过他们的观点可以了解他们投资决策的过程。1，你对低利率推动成长型股票估值飙升有何看法？这种情况能持续下去吗？基准资本的格利引用了最近科技股的抛售，他表示：“虽然人们以这种温水煮青蛙的方式承担风险，但这还是有用的，风险一旦发生将很快地得到降低。我认为我们最近已经看到了这一点。现在，市场一直在谈论利率接近于零，不管是在过去的这一年，还是在五、六年里，利率一直低于我们以前见过的任何水平。但是即使出现了抛售，一些股票的收益仍然很高。”格利还回答了投资策略的问题，他表示要做多比特币、优步和Facebook，而对于狗狗币、NFTs则选择做空。2，如果你必须把钱投到亚马逊、Facebook、苹果、微软或谷歌这样的公司，而你在接下来的10年里都不能碰它，你会选哪一个?D1 Capital创始人丹•桑德海姆（Dan Sundheim）表示:“商业模式的持久性可能是最重要的。这些公司都有相当持久的商业模式， 但亚马逊的持久性不是建立在技术上的。亚马逊是一家物流公司，就像100年前的铁路公司和其他占主导地位的物流公司一样，未来50年，亚马逊的地位也很难被取代。”3，你认为明年表现最好的股票是什么?Glenernie Capital的安德鲁·努内利（Andrew Nunneley）提到了HelloFresh这家公司，他认为这家公司是餐盒中的特斯拉。“这可能是我20年来见过的最好的商业模式，与其他公司不同的是，HelloFresh拥有整个价值链，因此更有效率，并且这家公司还大力投资创新。”格伦维优资本管理公司的拉里·罗宾认为DXC科技公司、麦利亚德基因公司、布鲁克代尔高级护理公司、麦克森公司和沃尔格林联合博姿集团是被市场低估的公司。“人们说，在成长型股票的长期牛市之后，很难找到投资对象，但是大多数成长型股票并没有享受到牛市带来的好处。”绿光资本的大卫·埃因霍恩（David Einhorn）表示电动汽车将迎来一场“淘铜热”，因为电动汽车的发展将需要大量的铜，而且需求将超过供应。他向投资者们推荐加拿大矿商泰克资源（Teck Resources）。他说，泰克资源的市盈率远低于纯铜矿公司自由港麦克墨伦（Freeport-McMoRan Inc.）。泰克资源是一家更加多元化的矿商，业务结构更多地侧重于铜矿，增长前景也要好得多。Impactive Capital的劳伦•泰勒•沃尔夫（Lauren Taylor Wolfe）将KBR公司定位为一家正在向绿色经济转型的公司，并预计未来三年内将有200%的增长。","kind":null,"is_publish_news":true,"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":196691271,"gmtCreate":1621046438493,"gmtModify":1634194324260,"author":{"id":"3557309240677406","authorId":"3557309240677406","name":"海星辰","avatar":"https://static.tigerbbs.com/516c3206ce72ee8a8f229024e23323ea","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3557309240677406","authorIdStr":"3557309240677406"},"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/196691271","repostId":1187294472,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":196151926,"gmtCreate":1621038098765,"gmtModify":1634194437847,"author":{"id":"3582619411234920","authorId":"3582619411234920","name":"Vincent8090","avatar":"https://static.tigerbbs.com/633a83509714bf29fdc2b04616c25da6","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3582619411234920","authorIdStr":"3582619411234920"},"htmlText":"[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;","listText":"[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;","text":"[呆住] [呆住] [呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/196151926","repostId":1187294472,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4337160,"gmtCreate":1621080777243,"gmtModify":1635408992177,"authorId":3581248195467606,"author":{"id":3581248195467606,"idStr":"3581248195467606","authorId":3581248195467606,"name":"Jimmy_Lim","avatar":"https://static.tigerbbs.com/5ceafce63702cf6380a94cf3f2b95a6c","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":196151926,"type":1,"supId":0,"prevId":0,"content":"哇","text":"哇","html":"哇"}],"langContent":"CN"},{"id":196116654,"gmtCreate":1621035948578,"gmtModify":1634194468968,"author":{"id":"3583396219508951","authorId":"3583396219508951","name":"我对这只股有信心","avatar":"https://static.tigerbbs.com/d93bed6adaa6e8ed4fb51a4dc54d69d4","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3583396219508951","authorIdStr":"3583396219508951"},"htmlText":"如果是真的，我也想赚钱。","listText":"如果是真的，我也想赚钱。","text":"如果是真的，我也想赚钱。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/196116654","repostId":1187294472,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5401380,"gmtCreate":1627890707362,"gmtModify":1635162111086,"authorId":3575195102402470,"author":{"id":3575195102402470,"idStr":"3575195102402470","authorId":3575195102402470,"name":"WarSlasher","avatar":"https://static.tigerbbs.com/0c98b196bb3a5da8bb25c9d45e23a4ce","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":196116654,"type":1,"supId":0,"prevId":0,"content":"ok","text":"ok","html":"ok"}],"langContent":"CN"},{"id":196956535,"gmtCreate":1621007674627,"gmtModify":1634194585240,"author":{"id":"3569034930679856","authorId":"3569034930679856","name":"BP小林","avatar":"https://static.tigerbbs.com/ab11857f8510820e3bc13bd0a9bd1bcb","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3569034930679856","authorIdStr":"3569034930679856"},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/196956535","repostId":1187294472,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":196933595,"gmtCreate":1621003657817,"gmtModify":1634194617764,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"htmlText":"Hoot e","listText":"Hoot e","text":"Hoot e","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/196933595","repostId":1187294472,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":196909274,"gmtCreate":1621002643498,"gmtModify":1634194631580,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"htmlText":"666求点赞","listText":"666求点赞","text":"666求点赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/196909274","repostId":1187294472,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":196054201,"gmtCreate":1621001275703,"gmtModify":1634194647138,"author":{"id":"3572683426659077","authorId":"3572683426659077","name":"haiwei183","avatar":"https://static.tigerbbs.com/1cae291bddff5a30eeb96060074d8531","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3572683426659077","authorIdStr":"3572683426659077"},"htmlText":"长知识了","listText":"长知识了","text":"长知识了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/196054201","repostId":1187294472,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":196051278,"gmtCreate":1621001014394,"gmtModify":1621001014394,"author":{"id":"3569643701206332","authorId":"3569643701206332","name":"哈喽神","avatar":"https://static.tigerbbs.com/fd7d95e51f52763b03c658192cabacbe","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3569643701206332","authorIdStr":"3569643701206332"},"htmlText":"[吃瓜]&nbsp;","listText":"[吃瓜]&nbsp;","text":"[吃瓜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/196051278","repostId":1187294472,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":196051106,"gmtCreate":1621000991305,"gmtModify":1634194649841,"author":{"id":"3562192794306591","authorId":"3562192794306591","name":"SG_CY","avatar":"https://static.tigerbbs.com/c23ec4031439c90ac231239298ecc161","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3562192794306591","authorIdStr":"3562192794306591"},"htmlText":"[强]&nbsp;[强]&nbsp;[强]&nbsp;","listText":"[强]&nbsp;[强]&nbsp;[强]&nbsp;","text":"[强] [强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/196051106","repostId":1187294472,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4328078,"gmtCreate":1621002956140,"gmtModify":1635495210442,"authorId":3576808490333004,"author":{"id":3576808490333004,"idStr":"3576808490333004","authorId":3576808490333004,"name":"一茗王","avatar":"https://static.tigerbbs.com/bb488b40ca1e9b06bfd387f3acf02dcc","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":196051106,"type":1,"supId":0,"prevId":0,"content":"💪💪","text":"💪💪","html":"💪💪"}],"langContent":"CN"},{"id":198756265,"gmtCreate":1620994359157,"gmtModify":1634194717656,"author":{"id":"3571634257147368","authorId":"3571634257147368","name":"ruiping88","avatar":"https://static.tigerbbs.com/d1f053a026e77a382ded287ad97259cc","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3571634257147368","authorIdStr":"3571634257147368"},"htmlText":"[笑哭]&nbsp;","listText":"[笑哭]&nbsp;","text":"[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/198756265","repostId":1187294472,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4326683,"gmtCreate":1620994496668,"gmtModify":1635495311701,"authorId":3577336254434050,"author":{"id":3577336254434050,"idStr":"3577336254434050","authorId":3577336254434050,"name":"Json22","avatar":"https://static.tigerbbs.com/3c16a23c0f6e610b10b01aa9281959fb","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":198756265,"type":1,"supId":0,"prevId":0,"content":"[流泪] [流泪]","text":"[流泪] [流泪]","html":"[流泪] [流泪]"}],"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":94,"commentSize":10,"repostSize":0,"favoriteSize":4,"likeStatus":false,"favoriteStatus":false}}