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$20的英特尔,是被低估or高估了?
上周,英特尔股价大溃败,Intel的市值不到1000亿美元,市值只有AMD一半。【你觉得英特尔现在做什么,才能拯救股价?$20的英特尔,是被低估还是被高估了?】
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交易wei生
交易wei生
·
15:15
这很难讲哦!!!!👿👿👿👿
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杨育军
杨育军
·
08:00
一个是低估,一个是高估,这不是具体的判断。我认为,应该是内部的人在操作,初次之外,没有其他的办法。
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杨育军
杨育军
·
07:53
我没有看到具体的内容,怎么才有判断。
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中国松原巴菲特
中国松原巴菲特
·
08-16 17:28
一定会大跌,两月后抄底
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jrlx
jrlx
·
08-16 07:17
关他屁事,老子愿意买
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看涨梭哈王
看涨梭哈王
·
08-15 23:10
低估了吧,虽然这货不济,但是20也太低了
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美股投资客
美股投资客
·
08-15
jim cramer:不要买英特尔!
jim cramer近期公开表示,对英特尔的财务状况感到担忧,
$英特尔(INTC)$
你觉得现在英特尔可以买吗?
看
1,720
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3
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2
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jim cramer:不要买英特尔!
云舒华
云舒华
·
08-14
$英特尔(INTC)$
这股还有得跌,三季度财报,净亏损起码100亿起步。
看
339
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焦糖布丁11
焦糖布丁11
·
08-14
$英特尔(INTC)$
星巴克SBUX换掉印度仔后 爆升20% 印特尔加油,什么时候可以换掉印度高管我就买INTC[生气]
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189
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芯潮
芯潮
·
08-14
英特尔清仓Arm,真是病急乱投医!
英特尔在周二的一份监管文件中称,其已不再持有三个月前持有的Arm 118万股股票。根据同期Arm股票的平均价格(124.34美元)计算,此次出售将为英特尔筹集约1.47亿美元!英特尔正在裁员和削减开支,以扭转业务。Arm是软银集团旗下的半导体设计与软件公司,是ARM(Acorn RISC Machine)架构的知识产权所有者和开发商,该架构被用于全球 99% 的智能手机 CPU 内核,并在可穿戴设备,平板电脑或传感器等其他电池供电设备中也占有很高的市场份额!英特尔清仓Arm,可谓是病急乱投医!在抛售Arm股票前,英特尔的股价创下14年以来的新低,原因是二季度业绩大幅低于预期,营收出现负增长,并预计三季度下滑幅度加大!因此,英特尔计划裁员1.5万人,并暂停派发股息,直至财务状况好转!相比竞争对手,AMD和英伟达在AI时代如鱼得水,混的是风生水起,而英特尔作为曾经的半导体巨头,如今的局面真是令人唏嘘!AMD历史上也曾经命悬一线,但在更换CEO及剥离晶圆制造厂后,经营日益改善!对比英特尔处理危机的方式,仍将希望寄托在IDM2.0战略上,希望通过晶圆制造技术升级,实现对AMD和英伟达的反超!但实际上,AMD和英伟达都将芯片制造业务外包给了台积电,英特尔对晶圆厂的执着,令人费解。毕竟,一座晶圆厂的投资在数百亿美元之间,还要和台积电这样的专业代工厂PK工艺,英特尔是费力不讨好,还不如专注芯片设计,毕竟现在AMD、英伟达已经遥遥领先,还专注芯片制造,实在是一步臭棋!回到英特尔清仓Arm上来,这笔投资虽然回笼了资金,但金额并不大,而相比英特尔自身,Arm的前途更为明朗!这点从最新的季度业绩上也能看出来,Arm的营收增速达到了39.1%,单季收入规模创历史记录!英特尔在AI时代远远落后于英伟达和AMD,但Arm作为芯片架构龙头,垄断了手机架构市场,同时,凭借ARM架构的节能及性能优势,Arm
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英特尔清仓Arm,真是病急乱投医!
扎西得嘞拖吉切
扎西得嘞拖吉切
·
08-14
明显低估了(个人情感出发)
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梓坚
梓坚
·
08-14
$英特尔(INTC)$
低估了
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云舒华
云舒华
·
08-13
$英特尔(INTC)$
我有一招救回英特尔,来中国建厂。当年特斯拉就是这么活下来的
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416
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1
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焦糖布丁11
焦糖布丁11
·
08-13
$英特尔(INTC)$
一手好牌打得稀烂,应该把ceo炒了,董事会也都给换了。毛利率,净收入,股息全在掉,我不会买,但是我相信它有潜力,只需要一个新的领导层[喷血]
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五个
五个
·
08-13
20块可能是当前市场预估的很合理的价格了
$英特尔(INTC)$
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8599511zjh
8599511zjh
·
08-13
$英特尔(INTC)$
破市净率,就看净资产的含金量咋样了,感觉家底还行吧
看
264
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梓坚
梓坚
·
08-13
$英特尔(INTC)$
有一定会有的👍👍👍
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676
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Halo丶
Halo丶
·
08-13
五角大楼第一个不会同意的。
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不空云集不赚钱
不空云集不赚钱
·
08-12
可别这么做了,当年amd做了类似的事倒霉了好多年。
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CDMD
CDMD
·
08-12
如何屏蔽掉无用猜想? 屏蔽掉用户就行
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交易wei生
交易wei生
·
15:15
这很难讲哦!!!!👿👿👿👿
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14
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杨育军
杨育军
·
08:00
一个是低估,一个是高估,这不是具体的判断。我认为,应该是内部的人在操作,初次之外,没有其他的办法。
看
10
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杨育军
杨育军
·
07:53
我没有看到具体的内容,怎么才有判断。
看
58
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点赞
编组 21备份 2
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芯潮
芯潮
·
08-14
英特尔清仓Arm,真是病急乱投医!
英特尔在周二的一份监管文件中称,其已不再持有三个月前持有的Arm 118万股股票。根据同期Arm股票的平均价格(124.34美元)计算,此次出售将为英特尔筹集约1.47亿美元!英特尔正在裁员和削减开支,以扭转业务。Arm是软银集团旗下的半导体设计与软件公司,是ARM(Acorn RISC Machine)架构的知识产权所有者和开发商,该架构被用于全球 99% 的智能手机 CPU 内核,并在可穿戴设备,平板电脑或传感器等其他电池供电设备中也占有很高的市场份额!英特尔清仓Arm,可谓是病急乱投医!在抛售Arm股票前,英特尔的股价创下14年以来的新低,原因是二季度业绩大幅低于预期,营收出现负增长,并预计三季度下滑幅度加大!因此,英特尔计划裁员1.5万人,并暂停派发股息,直至财务状况好转!相比竞争对手,AMD和英伟达在AI时代如鱼得水,混的是风生水起,而英特尔作为曾经的半导体巨头,如今的局面真是令人唏嘘!AMD历史上也曾经命悬一线,但在更换CEO及剥离晶圆制造厂后,经营日益改善!对比英特尔处理危机的方式,仍将希望寄托在IDM2.0战略上,希望通过晶圆制造技术升级,实现对AMD和英伟达的反超!但实际上,AMD和英伟达都将芯片制造业务外包给了台积电,英特尔对晶圆厂的执着,令人费解。毕竟,一座晶圆厂的投资在数百亿美元之间,还要和台积电这样的专业代工厂PK工艺,英特尔是费力不讨好,还不如专注芯片设计,毕竟现在AMD、英伟达已经遥遥领先,还专注芯片制造,实在是一步臭棋!回到英特尔清仓Arm上来,这笔投资虽然回笼了资金,但金额并不大,而相比英特尔自身,Arm的前途更为明朗!这点从最新的季度业绩上也能看出来,Arm的营收增速达到了39.1%,单季收入规模创历史记录!英特尔在AI时代远远落后于英伟达和AMD,但Arm作为芯片架构龙头,垄断了手机架构市场,同时,凭借ARM架构的节能及性能优势,Arm
看
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英特尔清仓Arm,真是病急乱投医!
中国松原巴菲特
中国松原巴菲特
·
08-16 17:28
一定会大跌,两月后抄底
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jrlx
jrlx
·
08-16 07:17
关他屁事,老子愿意买
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周观新金融
周观新金融
·
08-12
同是“全球”主题QDII,首尾涨幅为啥能差40%
文 | 周先先 编 | 周星星 这两周,随着跨境ETF溢价降温,各大基金公司纷纷松绑QDII基金的申购额度,能否“抄底”QDII成了近期最热门的话题之一。 小周在查看wind数据时发现,全市场301只QDII基金当中,有56只产品名中带有“全球”字样,虽然同是投资于全球市场的主题基金,业绩却差异巨大:截至8月11日,华夏全球精选今年以来涨幅12.69%,在同类QDII中排名第一,而嘉实全球创新龙头跌幅则高达-30.61%,在同类中垫底。 这个凭借与A股走势高度背离而被关注的投资品种,投资海外是否名副其实?QDII能实现全球布局吗? Part 1 全球QDII“名不副实”? 我们先看什么原因造成“全球”QDII的业绩差异巨大,同类主题基金八个月首尾相差40%。 根据嘉实全球创新龙头募说明书,该产品可以投资于全球市场,包括境外市场和境内市场,其中主要境外市场有:美国、德国、欧洲、日本、韩国、中国香港等地,境外资产不低于20%。该基金的名字“全球创新”也表明了其投资范围是全球各市场的创新型龙头企业, 也就是说,部分QDII基金的投资范围包括A股,而且确实也有一些QDII买了A股。但作为国内全球多元化配置的重要工具,基民选择这类基金的初衷就是希望能够参与海外资本市场的投资,因此,QDII基金如果总是压着红线买A股,那便背离了设立的初衷。 以该基金的实际资产配置来看,嘉实全球创新龙头成立后的第一个季度,也就是在2023年6月末前十大重仓股中尚有意法半导体、超威半导体等美股上市公司,但到了今年一季度末则抛弃了美股,转为重仓宁德时代、恩捷股份、景升股份、星宇股份等A股标的,以及敏实集团、理想汽车、耐世特等港股标的,并且这些公司多数是集中于新能源汽车产业链上的相关公司。 嘉实全球创新龙头前十大重仓股 数据来源:wind 不仅重仓了今年表现比较挣扎的A股,嘉实全球创新龙头还选
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同是“全球”主题QDII,首尾涨幅为啥能差40%
看涨梭哈王
看涨梭哈王
·
08-15 23:10
低估了吧,虽然这货不济,但是20也太低了
看
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美股投资客
美股投资客
·
08-15
jim cramer:不要买英特尔!
jim cramer近期公开表示,对英特尔的财务状况感到担忧,
$英特尔(INTC)$
你觉得现在英特尔可以买吗?
看
1,720
回复
3
点赞
2
编组 21备份 2
分享
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jim cramer:不要买英特尔!
云舒华
云舒华
·
08-14
$英特尔(INTC)$
这股还有得跌,三季度财报,净亏损起码100亿起步。
看
339
回复
评论
点赞
点赞
编组 21备份 2
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焦糖布丁11
焦糖布丁11
·
08-14
$英特尔(INTC)$
星巴克SBUX换掉印度仔后 爆升20% 印特尔加油,什么时候可以换掉印度高管我就买INTC[生气]
看
189
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评论
点赞
点赞
编组 21备份 2
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扎西得嘞拖吉切
扎西得嘞拖吉切
·
08-14
明显低估了(个人情感出发)
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94
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点赞
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梓坚
梓坚
·
08-14
$英特尔(INTC)$
低估了
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337
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焦糖布丁11
焦糖布丁11
·
08-13
$英特尔(INTC)$
一手好牌打得稀烂,应该把ceo炒了,董事会也都给换了。毛利率,净收入,股息全在掉,我不会买,但是我相信它有潜力,只需要一个新的领导层[喷血]
看
344
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点赞
编组 21备份 2
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云舒华
云舒华
·
08-13
$英特尔(INTC)$
我有一招救回英特尔,来中国建厂。当年特斯拉就是这么活下来的
看
416
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1
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点赞
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五个
五个
·
08-13
20块可能是当前市场预估的很合理的价格了
$英特尔(INTC)$
看
276
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8599511zjh
8599511zjh
·
08-13
$英特尔(INTC)$
破市净率,就看净资产的含金量咋样了,感觉家底还行吧
看
264
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点赞
点赞
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梓坚
梓坚
·
08-13
$英特尔(INTC)$
有一定会有的👍👍👍
看
676
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Halo丶
Halo丶
·
08-13
五角大楼第一个不会同意的。
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考股学家
考股学家
·
08-12
$英伟达(NVDA)$
$英特尔(INTC)$
大家谈一谈英伟达收购英特尔的可能性,对cpu gpu合二为一是最终也是最好的归宿,英伟达一直想做cpu,机会可能很快就来了
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Machine)架构的知识产权所有者和开发商,该架构被用于全球 99% 的智能手机 CPU 内核,并在可穿戴设备,平板电脑或传感器等其他电池供电设备中也占有很高的市场份额!英特尔清仓Arm,可谓是病急乱投医!在抛售Arm股票前,英特尔的股价创下14年以来的新低,原因是二季度业绩大幅低于预期,营收出现负增长,并预计三季度下滑幅度加大!因此,英特尔计划裁员1.5万人,并暂停派发股息,直至财务状况好转!相比竞争对手,AMD和英伟达在AI时代如鱼得水,混的是风生水起,而英特尔作为曾经的半导体巨头,如今的局面真是令人唏嘘!AMD历史上也曾经命悬一线,但在更换CEO及剥离晶圆制造厂后,经营日益改善!对比英特尔处理危机的方式,仍将希望寄托在IDM2.0战略上,希望通过晶圆制造技术升级,实现对AMD和英伟达的反超!但实际上,AMD和英伟达都将芯片制造业务外包给了台积电,英特尔对晶圆厂的执着,令人费解。毕竟,一座晶圆厂的投资在数百亿美元之间,还要和台积电这样的专业代工厂PK工艺,英特尔是费力不讨好,还不如专注芯片设计,毕竟现在AMD、英伟达已经遥遥领先,还专注芯片制造,实在是一步臭棋!回到英特尔清仓Arm上来,这笔投资虽然回笼了资金,但金额并不大,而相比英特尔自身,Arm的前途更为明朗!这点从最新的季度业绩上也能看出来,Arm的营收增速达到了39.1%,单季收入规模创历史记录!英特尔在AI时代远远落后于英伟达和AMD,但Arm作为芯片架构龙头,垄断了手机架构市场,同时,凭借ARM架构的节能及性能优势,Arm","listText":"英特尔在周二的一份监管文件中称,其已不再持有三个月前持有的Arm 118万股股票。根据同期Arm股票的平均价格(124.34美元)计算,此次出售将为英特尔筹集约1.47亿美元!英特尔正在裁员和削减开支,以扭转业务。Arm是软银集团旗下的半导体设计与软件公司,是ARM(Acorn RISC Machine)架构的知识产权所有者和开发商,该架构被用于全球 99% 的智能手机 CPU 内核,并在可穿戴设备,平板电脑或传感器等其他电池供电设备中也占有很高的市场份额!英特尔清仓Arm,可谓是病急乱投医!在抛售Arm股票前,英特尔的股价创下14年以来的新低,原因是二季度业绩大幅低于预期,营收出现负增长,并预计三季度下滑幅度加大!因此,英特尔计划裁员1.5万人,并暂停派发股息,直至财务状况好转!相比竞争对手,AMD和英伟达在AI时代如鱼得水,混的是风生水起,而英特尔作为曾经的半导体巨头,如今的局面真是令人唏嘘!AMD历史上也曾经命悬一线,但在更换CEO及剥离晶圆制造厂后,经营日益改善!对比英特尔处理危机的方式,仍将希望寄托在IDM2.0战略上,希望通过晶圆制造技术升级,实现对AMD和英伟达的反超!但实际上,AMD和英伟达都将芯片制造业务外包给了台积电,英特尔对晶圆厂的执着,令人费解。毕竟,一座晶圆厂的投资在数百亿美元之间,还要和台积电这样的专业代工厂PK工艺,英特尔是费力不讨好,还不如专注芯片设计,毕竟现在AMD、英伟达已经遥遥领先,还专注芯片制造,实在是一步臭棋!回到英特尔清仓Arm上来,这笔投资虽然回笼了资金,但金额并不大,而相比英特尔自身,Arm的前途更为明朗!这点从最新的季度业绩上也能看出来,Arm的营收增速达到了39.1%,单季收入规模创历史记录!英特尔在AI时代远远落后于英伟达和AMD,但Arm作为芯片架构龙头,垄断了手机架构市场,同时,凭借ARM架构的节能及性能优势,Arm","text":"英特尔在周二的一份监管文件中称,其已不再持有三个月前持有的Arm 118万股股票。根据同期Arm股票的平均价格(124.34美元)计算,此次出售将为英特尔筹集约1.47亿美元!英特尔正在裁员和削减开支,以扭转业务。Arm是软银集团旗下的半导体设计与软件公司,是ARM(Acorn RISC Machine)架构的知识产权所有者和开发商,该架构被用于全球 99% 的智能手机 CPU 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118万股股票。根据同期Arm股票的平均价格(124.34美元)计算,此次出售将为英特尔筹集约1.47亿美元!英特尔正在裁员和削减开支,以扭转业务。Arm是软银集团旗下的半导体设计与软件公司,是ARM(Acorn RISC Machine)架构的知识产权所有者和开发商,该架构被用于全球 99% 的智能手机 CPU 内核,并在可穿戴设备,平板电脑或传感器等其他电池供电设备中也占有很高的市场份额!英特尔清仓Arm,可谓是病急乱投医!在抛售Arm股票前,英特尔的股价创下14年以来的新低,原因是二季度业绩大幅低于预期,营收出现负增长,并预计三季度下滑幅度加大!因此,英特尔计划裁员1.5万人,并暂停派发股息,直至财务状况好转!相比竞争对手,AMD和英伟达在AI时代如鱼得水,混的是风生水起,而英特尔作为曾经的半导体巨头,如今的局面真是令人唏嘘!AMD历史上也曾经命悬一线,但在更换CEO及剥离晶圆制造厂后,经营日益改善!对比英特尔处理危机的方式,仍将希望寄托在IDM2.0战略上,希望通过晶圆制造技术升级,实现对AMD和英伟达的反超!但实际上,AMD和英伟达都将芯片制造业务外包给了台积电,英特尔对晶圆厂的执着,令人费解。毕竟,一座晶圆厂的投资在数百亿美元之间,还要和台积电这样的专业代工厂PK工艺,英特尔是费力不讨好,还不如专注芯片设计,毕竟现在AMD、英伟达已经遥遥领先,还专注芯片制造,实在是一步臭棋!回到英特尔清仓Arm上来,这笔投资虽然回笼了资金,但金额并不大,而相比英特尔自身,Arm的前途更为明朗!这点从最新的季度业绩上也能看出来,Arm的营收增速达到了39.1%,单季收入规模创历史记录!英特尔在AI时代远远落后于英伟达和AMD,但Arm作为芯片架构龙头,垄断了手机架构市场,同时,凭借ARM架构的节能及性能优势,Arm","listText":"英特尔在周二的一份监管文件中称,其已不再持有三个月前持有的Arm 118万股股票。根据同期Arm股票的平均价格(124.34美元)计算,此次出售将为英特尔筹集约1.47亿美元!英特尔正在裁员和削减开支,以扭转业务。Arm是软银集团旗下的半导体设计与软件公司,是ARM(Acorn RISC Machine)架构的知识产权所有者和开发商,该架构被用于全球 99% 的智能手机 CPU 内核,并在可穿戴设备,平板电脑或传感器等其他电池供电设备中也占有很高的市场份额!英特尔清仓Arm,可谓是病急乱投医!在抛售Arm股票前,英特尔的股价创下14年以来的新低,原因是二季度业绩大幅低于预期,营收出现负增长,并预计三季度下滑幅度加大!因此,英特尔计划裁员1.5万人,并暂停派发股息,直至财务状况好转!相比竞争对手,AMD和英伟达在AI时代如鱼得水,混的是风生水起,而英特尔作为曾经的半导体巨头,如今的局面真是令人唏嘘!AMD历史上也曾经命悬一线,但在更换CEO及剥离晶圆制造厂后,经营日益改善!对比英特尔处理危机的方式,仍将希望寄托在IDM2.0战略上,希望通过晶圆制造技术升级,实现对AMD和英伟达的反超!但实际上,AMD和英伟达都将芯片制造业务外包给了台积电,英特尔对晶圆厂的执着,令人费解。毕竟,一座晶圆厂的投资在数百亿美元之间,还要和台积电这样的专业代工厂PK工艺,英特尔是费力不讨好,还不如专注芯片设计,毕竟现在AMD、英伟达已经遥遥领先,还专注芯片制造,实在是一步臭棋!回到英特尔清仓Arm上来,这笔投资虽然回笼了资金,但金额并不大,而相比英特尔自身,Arm的前途更为明朗!这点从最新的季度业绩上也能看出来,Arm的营收增速达到了39.1%,单季收入规模创历史记录!英特尔在AI时代远远落后于英伟达和AMD,但Arm作为芯片架构龙头,垄断了手机架构市场,同时,凭借ARM架构的节能及性能优势,Arm","text":"英特尔在周二的一份监管文件中称,其已不再持有三个月前持有的Arm 118万股股票。根据同期Arm股票的平均价格(124.34美元)计算,此次出售将为英特尔筹集约1.47亿美元!英特尔正在裁员和削减开支,以扭转业务。Arm是软银集团旗下的半导体设计与软件公司,是ARM(Acorn RISC Machine)架构的知识产权所有者和开发商,该架构被用于全球 99% 的智能手机 CPU 内核,并在可穿戴设备,平板电脑或传感器等其他电池供电设备中也占有很高的市场份额!英特尔清仓Arm,可谓是病急乱投医!在抛售Arm股票前,英特尔的股价创下14年以来的新低,原因是二季度业绩大幅低于预期,营收出现负增长,并预计三季度下滑幅度加大!因此,英特尔计划裁员1.5万人,并暂停派发股息,直至财务状况好转!相比竞争对手,AMD和英伟达在AI时代如鱼得水,混的是风生水起,而英特尔作为曾经的半导体巨头,如今的局面真是令人唏嘘!AMD历史上也曾经命悬一线,但在更换CEO及剥离晶圆制造厂后,经营日益改善!对比英特尔处理危机的方式,仍将希望寄托在IDM2.0战略上,希望通过晶圆制造技术升级,实现对AMD和英伟达的反超!但实际上,AMD和英伟达都将芯片制造业务外包给了台积电,英特尔对晶圆厂的执着,令人费解。毕竟,一座晶圆厂的投资在数百亿美元之间,还要和台积电这样的专业代工厂PK工艺,英特尔是费力不讨好,还不如专注芯片设计,毕竟现在AMD、英伟达已经遥遥领先,还专注芯片制造,实在是一步臭棋!回到英特尔清仓Arm上来,这笔投资虽然回笼了资金,但金额并不大,而相比英特尔自身,Arm的前途更为明朗!这点从最新的季度业绩上也能看出来,Arm的营收增速达到了39.1%,单季收入规模创历史记录!英特尔在AI时代远远落后于英伟达和AMD,但Arm作为芯片架构龙头,垄断了手机架构市场,同时,凭借ARM架构的节能及性能优势,Arm","images":[{"img":"https://static.tigerbbs.com/48e58a2b3e2cecb0aeaff0a7ab11d81c","width":"1108","height":"523"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":4,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/338405612896752","isVote":1,"tweetType":1,"viewCount":8040,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274686403159","authorId":"3479274686403159","name":"去二三四五","avatar":"https://static.laohu8.com/picture7","crmLevel":1,"crmLevelSwitch":0},"content":"痛失良机[呆住] 感觉英特尔的决策有些令人费解,不知道这次清仓Arm是不是个正确的选择 [疑问]","text":"痛失良机[呆住] 感觉英特尔的决策有些令人费解,不知道这次清仓Arm是不是个正确的选择 [疑问]","html":"痛失良机[呆住] 感觉英特尔的决策有些令人费解,不知道这次清仓Arm是不是个正确的选择 [疑问]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":339133326872944,"gmtCreate":1723800521719,"gmtModify":1723800526245,"author":{"id":"3470531111719766","authorId":"3470531111719766","name":"中国松原巴菲特","avatar":"https://static.tigerbbs.com/028818d1e8b529e9e922060f38d56eff","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"一定会大跌,两月后抄底","listText":"一定会大跌,两月后抄底","text":"一定会大跌,两月后抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339133326872944","isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338983365865744,"gmtCreate":1723763835573,"gmtModify":1723768004511,"author":{"id":"3556090761819571","authorId":"3556090761819571","name":"jrlx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"关他屁事,老子愿意买","listText":"关他屁事,老子愿意买","text":"关他屁事,老子愿意买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338983365865744","isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337693186879728,"gmtCreate":1723465309634,"gmtModify":1723469196784,"author":{"id":"3456395944389346","authorId":"3456395944389346","name":"周观新金融","avatar":"https://static.tigerbbs.com/e57dfb0be5f67d280295189c65ab083a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"同是“全球”主题QDII,首尾涨幅为啥能差40%","htmlText":"文 | 周先先 编 | 周星星 这两周,随着跨境ETF溢价降温,各大基金公司纷纷松绑QDII基金的申购额度,能否“抄底”QDII成了近期最热门的话题之一。 小周在查看wind数据时发现,全市场301只QDII基金当中,有56只产品名中带有“全球”字样,虽然同是投资于全球市场的主题基金,业绩却差异巨大:截至8月11日,华夏全球精选今年以来涨幅12.69%,在同类QDII中排名第一,而嘉实全球创新龙头跌幅则高达-30.61%,在同类中垫底。 这个凭借与A股走势高度背离而被关注的投资品种,投资海外是否名副其实?QDII能实现全球布局吗? Part 1 全球QDII“名不副实”? 我们先看什么原因造成“全球”QDII的业绩差异巨大,同类主题基金八个月首尾相差40%。 根据嘉实全球创新龙头募说明书,该产品可以投资于全球市场,包括境外市场和境内市场,其中主要境外市场有:美国、德国、欧洲、日本、韩国、中国香港等地,境外资产不低于20%。该基金的名字“全球创新”也表明了其投资范围是全球各市场的创新型龙头企业, 也就是说,部分QDII基金的投资范围包括A股,而且确实也有一些QDII买了A股。但作为国内全球多元化配置的重要工具,基民选择这类基金的初衷就是希望能够参与海外资本市场的投资,因此,QDII基金如果总是压着红线买A股,那便背离了设立的初衷。 以该基金的实际资产配置来看,嘉实全球创新龙头成立后的第一个季度,也就是在2023年6月末前十大重仓股中尚有意法半导体、超威半导体等美股上市公司,但到了今年一季度末则抛弃了美股,转为重仓宁德时代、恩捷股份、景升股份、星宇股份等A股标的,以及敏实集团、理想汽车、耐世特等港股标的,并且这些公司多数是集中于新能源汽车产业链上的相关公司。 嘉实全球创新龙头前十大重仓股 数据来源:wind 不仅重仓了今年表现比较挣扎的A股,嘉实全球创新龙头还选","listText":"文 | 周先先 编 | 周星星 这两周,随着跨境ETF溢价降温,各大基金公司纷纷松绑QDII基金的申购额度,能否“抄底”QDII成了近期最热门的话题之一。 小周在查看wind数据时发现,全市场301只QDII基金当中,有56只产品名中带有“全球”字样,虽然同是投资于全球市场的主题基金,业绩却差异巨大:截至8月11日,华夏全球精选今年以来涨幅12.69%,在同类QDII中排名第一,而嘉实全球创新龙头跌幅则高达-30.61%,在同类中垫底。 这个凭借与A股走势高度背离而被关注的投资品种,投资海外是否名副其实?QDII能实现全球布局吗? Part 1 全球QDII“名不副实”? 我们先看什么原因造成“全球”QDII的业绩差异巨大,同类主题基金八个月首尾相差40%。 根据嘉实全球创新龙头募说明书,该产品可以投资于全球市场,包括境外市场和境内市场,其中主要境外市场有:美国、德国、欧洲、日本、韩国、中国香港等地,境外资产不低于20%。该基金的名字“全球创新”也表明了其投资范围是全球各市场的创新型龙头企业, 也就是说,部分QDII基金的投资范围包括A股,而且确实也有一些QDII买了A股。但作为国内全球多元化配置的重要工具,基民选择这类基金的初衷就是希望能够参与海外资本市场的投资,因此,QDII基金如果总是压着红线买A股,那便背离了设立的初衷。 以该基金的实际资产配置来看,嘉实全球创新龙头成立后的第一个季度,也就是在2023年6月末前十大重仓股中尚有意法半导体、超威半导体等美股上市公司,但到了今年一季度末则抛弃了美股,转为重仓宁德时代、恩捷股份、景升股份、星宇股份等A股标的,以及敏实集团、理想汽车、耐世特等港股标的,并且这些公司多数是集中于新能源汽车产业链上的相关公司。 嘉实全球创新龙头前十大重仓股 数据来源:wind 不仅重仓了今年表现比较挣扎的A股,嘉实全球创新龙头还选","text":"文 | 周先先 编 | 周星星 这两周,随着跨境ETF溢价降温,各大基金公司纷纷松绑QDII基金的申购额度,能否“抄底”QDII成了近期最热门的话题之一。 小周在查看wind数据时发现,全市场301只QDII基金当中,有56只产品名中带有“全球”字样,虽然同是投资于全球市场的主题基金,业绩却差异巨大:截至8月11日,华夏全球精选今年以来涨幅12.69%,在同类QDII中排名第一,而嘉实全球创新龙头跌幅则高达-30.61%,在同类中垫底。 这个凭借与A股走势高度背离而被关注的投资品种,投资海外是否名副其实?QDII能实现全球布局吗? Part 1 全球QDII“名不副实”? 我们先看什么原因造成“全球”QDII的业绩差异巨大,同类主题基金八个月首尾相差40%。 根据嘉实全球创新龙头募说明书,该产品可以投资于全球市场,包括境外市场和境内市场,其中主要境外市场有:美国、德国、欧洲、日本、韩国、中国香港等地,境外资产不低于20%。该基金的名字“全球创新”也表明了其投资范围是全球各市场的创新型龙头企业, 也就是说,部分QDII基金的投资范围包括A股,而且确实也有一些QDII买了A股。但作为国内全球多元化配置的重要工具,基民选择这类基金的初衷就是希望能够参与海外资本市场的投资,因此,QDII基金如果总是压着红线买A股,那便背离了设立的初衷。 以该基金的实际资产配置来看,嘉实全球创新龙头成立后的第一个季度,也就是在2023年6月末前十大重仓股中尚有意法半导体、超威半导体等美股上市公司,但到了今年一季度末则抛弃了美股,转为重仓宁德时代、恩捷股份、景升股份、星宇股份等A股标的,以及敏实集团、理想汽车、耐世特等港股标的,并且这些公司多数是集中于新能源汽车产业链上的相关公司。 嘉实全球创新龙头前十大重仓股 数据来源:wind 不仅重仓了今年表现比较挣扎的A股,嘉实全球创新龙头还选","images":[{"img":"https://static.tigerbbs.com/d8dd5628ba85c17448f6676b07b9ab9f","width":"1080","height":"559"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337693186879728","isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},{"id":338863852335376,"gmtCreate":1723734657466,"gmtModify":1723734667378,"author":{"id":"4177549243890172","authorId":"4177549243890172","name":"看涨梭哈王","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"低估了吧,虽然这货不济,但是20也太低了","listText":"低估了吧,虽然这货不济,但是20也太低了","text":"低估了吧,虽然这货不济,但是20也太低了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338863852335376","isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338740446752944,"gmtCreate":1723708219062,"gmtModify":1723708232324,"author":{"id":"3527667708053704","authorId":"3527667708053704","name":"美股投资客","avatar":"https://static.tigerbbs.com/e3ff35382e31119a0df3127316bc81de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"jim 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你觉得现在英特尔可以买吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/338740446752944","isVote":1,"tweetType":2,"object":{"id":"2d7b82c71718468c8464bd3bd5b7d985","tweetId":"338740446752944","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/e21c80891397757890918849768/M6X3LNaUQNEA.mp4","poster":"https://static.tigerbbs.com/6a86f27fe050fa5d78d8d678426f8aac"},"viewCount":1720,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556090761819571","authorId":"3556090761819571","name":"jrlx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"关他屁事,老子愿意买","text":"关他屁事,老子愿意买","html":"关他屁事,老子愿意买"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338454581788848,"gmtCreate":1723640440826,"gmtModify":1723640444200,"author":{"id":"10000000000010307","authorId":"10000000000010307","name":"云舒华","avatar":"https://static.tigerbbs.com/1f82ebb69e3d2120663f3d6bcbf0013a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 这股还有得跌,三季度财报,净亏损起码100亿起步。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 这股还有得跌,三季度财报,净亏损起码100亿起步。","text":"$英特尔(INTC)$ 这股还有得跌,三季度财报,净亏损起码100亿起步。","images":[{"img":"https://static.tigerbbs.com/e902cc6feccae920474c0c9ce2c160a3","width":"474","height":"512"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338454581788848","isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":338453819695280,"gmtCreate":1723640254768,"gmtModify":1723640686188,"author":{"id":"10000000000010331","authorId":"10000000000010331","name":"焦糖布丁11","avatar":"https://static.tigerbbs.com/f2f16969c066c927390c828865b22d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 星巴克SBUX换掉印度仔后 爆升20% 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href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 一手好牌打得稀烂,应该把ceo炒了,董事会也都给换了。毛利率,净收入,股息全在掉,我不会买,但是我相信它有潜力,只需要一个新的领导层[喷血]","text":"$英特尔(INTC)$ 一手好牌打得稀烂,应该把ceo炒了,董事会也都给换了。毛利率,净收入,股息全在掉,我不会买,但是我相信它有潜力,只需要一个新的领导层[喷血]","images":[{"img":"https://static.tigerbbs.com/fc84f5cfff7f15158915df24a7197ab7","width":"745","height":"402"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338087650922672","isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":338088783745200,"gmtCreate":1723551134663,"gmtModify":1723551138066,"author":{"id":"10000000000010307","authorId":"10000000000010307","name":"云舒华","avatar":"https://static.tigerbbs.com/1f82ebb69e3d2120663f3d6bcbf0013a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 我有一招救回英特尔,来中国建厂。当年特斯拉就是这么活下来的","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 我有一招救回英特尔,来中国建厂。当年特斯拉就是这么活下来的","text":"$英特尔(INTC)$ 我有一招救回英特尔,来中国建厂。当年特斯拉就是这么活下来的","images":[{"img":"https://static.tigerbbs.com/992f299485de1359d4e24d2c01636624","width":"419","height":"383"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/338088783745200","isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574720750802706","authorId":"3574720750802706","name":"Xzhouz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1},"content":"生产芯片跟生产汽车工种要要求可不一样","text":"生产芯片跟生产汽车工种要要求可不一样","html":"生产芯片跟生产汽车工种要要求可不一样"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":338021255885296,"gmtCreate":1723534590307,"gmtModify":1723534594769,"author":{"id":"3527667708593537","authorId":"3527667708593537","name":"五个","avatar":"https://static.tigerbbs.com/c877c8d226c8f0c89de4c03d8d8581fa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"20块可能是当前市场预估的很合理的价格了 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有一定会有的👍👍👍","text":"$英特尔(INTC)$ 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