摩根大通、富达加仓京东阿里，是抄底还是接盘？_老虎社区_美港股上老虎

摩根大通、富达加仓京东阿里，是抄底还是接盘？

科创板日报2022-05-10

近期，部分外资巨头旗舰基金加仓了中国股票。其中，摩根大通的旗舰中国基金加仓京东和中国平安，富达中国焦点基金增持阿里巴巴、腾讯等。具体来看，来自摩根大通的旗舰中国基金“JPMorgan Funds-China FundA (acc) – USD”，3月对京东进行了大手笔加仓，加仓幅度为12.54倍。加仓后，京东位列其第四大重仓股，持仓市值为2.12亿美元。而富达旗下宁静管理的富达中国焦点基金“...

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6f253c13
·2022-05-11
至少看到200块
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夜袭女儿国
·2022-05-11
这些所谓的专家**都不懂，瞎在哪儿叭叭
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花泥鳅
·2022-05-10
加息让股价跌惨，又加仓买入，这不是收割吗
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滇南小霸王
·2022-05-10
加仓做空
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2
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没有三把神沙_不敢倒反西
·2022-05-10
接盘侠吧毕竟钱多应该到三十元
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到底什么昵称能用
·2022-05-10
难道阿里已经沦为烟头股了吗
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  嗯
  2022-05-11
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Corp(每日期刊公司)就在一季度大幅减持了阿里巴巴逾30万股。而股价的一路下跌，似乎说明卖出的更多，资金在流出。大家都在关注政策何时转向。”常态化监管促平台经济健康发展日前，中共中央政治局召开会议，分析研究当前经济形势和经济工作。会议强调，要促进平台经济健康发展，完成平台经济专项整改，实施常态化监管，出台支持平台经济规范健康发展的具体措施。在盘和林看来，未来或将以常态化监管替代专项整治。“这表明平台经济规范将具备长期性，并逐渐实现常态化和制度化，对于像反垄断，以及其他一些不规范的行为，仍然不会放松。”罗攀认为，平台经济的发展至一定规模后，确实出现了问题，而适度调整，其实更有利于行业的持续发展。这也是他认可机构增持的另一大原因。“当这些平台型企业发展到一定规模，往往会对用户会形成一个不对等关系，可能会侵害用户的利益，比如信息安全问题，甚至出现泛金融化趋势，这并不利于行业的持续发展，所以，国家适时出台政策，对其进行干预和调控，对整个平台型经济未来做出政策性指导，更能促进企业健康有序的持续发展。”盘和林也指出，规范平台经济是为了让平台经济未来得到健康发展，让平台经济发展从量的堆积转向质的飞跃。“平台经济迎来常态化监管阶段，平台经济将进入低速度、高质量发展期，未来平台经济的资本扩张将有所减缓，但平台经济服务用户的能力将有所提升，服务供需双方的能力也会显著提升。平台经济的企业也逐渐从模式创新为主，转向技术创新为主的全新发展道路。”","kind":"news","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":612870775,"gmtCreate":1652282800397,"gmtModify":1652282800397,"author":{"id":"3509624102527832","authorId":"3509624102527832","name":"6f253c13","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3509624102527832","idStr":"3509624102527832"},"htmlText":"至少看到200块","listText":"至少看到200块","text":"至少看到200块","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612870775","repostId":1189686231,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":612132461,"gmtCreate":1652225984553,"gmtModify":1652225984553,"author":{"id":"3556430317654104","authorId":"3556430317654104","name":"夜袭女儿国","avatar":"https://static.tigerbbs.com/981270b89fc3d1572f9537a8e19c6c9c","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3556430317654104","idStr":"3556430317654104"},"htmlText":"这些所谓的专家**都不懂，瞎在哪儿叭叭","listText":"这些所谓的专家**都不懂，瞎在哪儿叭叭","text":"这些所谓的专家**都不懂，瞎在哪儿叭叭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612132461","repostId":1189686231,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":612109972,"gmtCreate":1652196089996,"gmtModify":1652197390062,"author":{"id":"3566471144731774","authorId":"3566471144731774","name":"花泥鳅","avatar":"https://static.tigerbbs.com/f23a4eea5e680ee59c7138b912ae7168","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3566471144731774","idStr":"3566471144731774"},"htmlText":"加息让股价跌惨，又加仓买入，这不是收割吗","listText":"加息让股价跌惨，又加仓买入，这不是收割吗","text":"加息让股价跌惨，又加仓买入，这不是收割吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612109972","repostId":1189686231,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":612376148,"gmtCreate":1652194444684,"gmtModify":1652194945647,"author":{"id":"4115071597287320","authorId":"4115071597287320","name":"滇南小霸王","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4115071597287320","idStr":"4115071597287320"},"htmlText":"加仓做空","listText":"加仓做空","text":"加仓做空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612376148","repostId":1189686231,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":612378557,"gmtCreate":1652194354879,"gmtModify":1652194354879,"author":{"id":"3585191919667042","authorId":"3585191919667042","name":"没有三把神沙_不敢倒反西","avatar":"https://static.tigerbbs.com/48fabc45cc713757a6b2009cdcc75b79","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3585191919667042","idStr":"3585191919667042"},"htmlText":"接盘侠吧毕竟钱多应该到三十元","listText":"接盘侠吧毕竟钱多应该到三十元","text":"接盘侠吧毕竟钱多应该到三十元","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612378557","repostId":1189686231,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":612378184,"gmtCreate":1652194349848,"gmtModify":1652194349848,"author":{"id":"4087883810201120","authorId":"4087883810201120","name":"到底什么昵称能用","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"4087883810201120","idStr":"4087883810201120"},"htmlText":"难道阿里已经沦为烟头股了吗","listText":"难道阿里已经沦为烟头股了吗","text":"难道阿里已经沦为烟头股了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/612378184","repostId":1189686231,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7406894,"gmtCreate":1652257995944,"gmtModify":16522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