朱成樊的个人主页 - 老虎社区

朱成樊

朱成樊

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2021-12-29

$万物新生(RERE)$ 逐渐要走出底部了，现在可不是离场的时候。

2022-02-11

$洋葱集团(OG)$$安高盟(AGMH)$$途牛(TOUR)$好机会，底部已现！加仓反击上攻

2022-01-24

$趣头条(QTT)$米读与多家平台的强强联手,前景还是不错的

2023-04-21

[微笑]

@三合智能:疫情后经济复苏第一年，如何抓住投资机会？

2022-11-18

镇魂街这个IP还是看好的，漫画之前不错，等游戏出来后可以试试，只要画面到位，不是太氪，要求也不高。$中手游(00302)$ 最近推游戏真快，为了业绩真的好拼

2022-07-19

[流泪]

@景辰财经:中概股持续承压期间，这趟“列车”你赶上了吗？

2022-05-26

$万物新生(RERE)$一季度的中概股受疫情影响表现不佳可以理解，现在的中概股见底，可以从已经出了季报的公司挑选价值投资

2022-04-12

新冠口服药和疫苗，都是放开的受益股$君实生物(688180)$$瑞科生物-B(02179)$$康希诺生物—B(06185)$

2022-01-12

$普甜食品(01699)$$洋葱集团(OG)$目前的震荡行情来看，最好的操作策略是什么,多看少动

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基金行情从股市上看，经济的持续好转将改善上市公司盈利增长状况，加上蓝筹股依旧估值低廉全年中有多波快速反弹，但随后将伴随快速回落，最终涨幅并不大。但基金秉承深度价值的投资风格，关注有长期收益能力的公司投资价值。近期行情风格较为极端，在TMT等题材炒作热度较高的背景下，一些价值类基金值得关注配置。 除了中长期配置价值，更重要的是投资策略。儒家说为天地立心，为生民立命，为往圣继绝学，为万世开太平。站在这个出发点，海银基金深耕金融领域10年来，面对日新月异的市场环境，始终秉承“用专业，成就未来”的经营理念，有的放矢地给予客户前瞻性的配置选项。海银基金孙亚超表示，海银基金将始终坚持以“甄选优质产品”与“精细化客户服务”为己任，全方位满足不断壮大的高净值群体的多元化基金配置需求，进一步展现出自身在财富管理领域的独特价值。 目前行情，大家更看好近期哪些比较火的基金投资？你看好2023年基金市场行情吗？你的基金配置是怎样的？欢迎大家前来讨论，聊聊各自的看法和见解。 【活动参与方式】 1.&nbsp;关注 <a href=\"https://laohu8.com/U/4101854786458470\">@海银控股</a> 老虎号； 2.&nbsp;在本帖评","text":"四月芳菲，温暖如约而至。市场行情逐渐回暖，基金业绩也在持续回升。近期北向资金以及国外的大资本，在国内大都围绕着科技、消费、医药等展开价值投资，这三个赛道总体上都是高爆发、高增长而且还十分稳健的行业。伴随着全面注册制放开的利好风向，基金专注医疗方向投资，关注创新药，消费医疗，CRO和中药四大赛道，中长期具有投资价值。 2023年为复苏之年，但市场的情绪貌似并不统一，板块轮转迅速。宏观层面，国家的政策支持力度没有减弱。社融数据、M2数据、对于实体和民营企业的支持力度都有明显的提升。而从内需与外贸来看，数据也都稳中向好，这意味着总体趋势是向好的。 基金行情从股市上看，经济的持续好转将改善上市公司盈利增长状况，加上蓝筹股依旧估值低廉全年中有多波快速反弹，但随后将伴随快速回落，最终涨幅并不大。但基金秉承深度价值的投资风格，关注有长期收益能力的公司投资价值。近期行情风格较为极端，在TMT等题材炒作热度较高的背景下，一些价值类基金值得关注配置。 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在本帖评","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651526434","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":667612560,"gmtCreate":1668753716450,"gmtModify":1668753718354,"author":{"id":"3570160425359476","authorId":"3570160425359476","name":"朱成樊","avatar":"https://static.tigerbbs.com/9a3b282912c575d0303171ff69a975b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570160425359476","authorIdStr":"3570160425359476"},"themes":[],"htmlText":"镇魂街这个IP还是看好的，漫画之前不错，等游戏出来后可以试试，只要画面到位，不是太氪，要求也不高。<a target=\"_blank\" href=\"https://laohu8.com/S/00302\">$中手游(00302)$ </a> 最近推游戏真快，为了业绩真的好拼","listText":"镇魂街这个IP还是看好的，漫画之前不错，等游戏出来后可以试试，只要画面到位，不是太氪，要求也不高。<a target=\"_blank\" href=\"https://laohu8.com/S/00302\">$中手游(00302)$ </a> 最近推游戏真快，为了业绩真的好拼","text":"镇魂街这个IP还是看好的，漫画之前不错，等游戏出来后可以试试，只要画面到位，不是太氪，要求也不高。$中手游(00302)$ 最近推游戏真快，为了业绩真的好拼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667612560","isVote":1,"tweetType":1,"viewCount":2455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":686818943,"gmtCreate":1658229538484,"gmtModify":1704869320692,"author":{"id":"3570160425359476","authorId":"3570160425359476","name":"朱成樊","avatar":"https://static.tigerbbs.com/9a3b282912c575d0303171ff69a975b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570160425359476","authorIdStr":"3570160425359476"},"themes":[],"htmlText":"[流泪]","listText":"[流泪]","text":"[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/686818943","repostId":"686317841","repostType":1,"repost":{"id":686317841,"gmtCreate":1658130274185,"gmtModify":1704868984340,"author":{"id":"3483341938884489","authorId":"3483341938884489","name":"景辰财经","avatar":"https://static.laohu8.com/a5e89e6e34155c91e69a7cead5a72e85","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3483341938884489","authorIdStr":"3483341938884489"},"themes":[],"title":"中概股持续承压期间，这趟“列车”你赶上了吗？","htmlText":"与过去一年受政策压制相比，现在监管对各行各业明显态度发生了转变，宏观政策或更加重视“稳经济”。近期看到<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>&nbsp;的相关精选文章受到点启发，也小小的研究了下他们的策略：随着复工复产推进以及稳经济一揽子政策落地，从恢复程度看，服务业&gt;建筑业&gt;制造业。在中概股受压制的时期，我们会看到前所未有的不确定性，也隐藏着前所未见的巨大机遇。区块链、医疗健康、金融是中国资本2021年最关注的赛道，今年不管从政策角度还是市场行情来看，这三个板块依旧是顶流。小摩、桥水、富达国际等等，这么多著名机构同事全面看多做多中概股，背后逻辑正是看到了中概股的压制因素正在消除。如果只是一家机构增持，可能代表不了什么，但是国内外著名机构都在加仓，很有可能意味着，中概股反转的行情随时到来。二季度摩根大通的旗舰中国基金新进建仓了阿里巴巴和药明生物；一季度，高瓴资本新建仓富途证券；一季度，贝莱德重点加仓了理想汽车和蔚来两大造车新势力。在中概股持续承压期间，这趟“列车”你赶上了吗？大伙不妨分析下接下来的市场走势，现在上车还来得及不？你认为这趟“列车”是否值得赶？如果你还没想好，建议关注<a target=\"_blank\" href=\"https://laohu8.com/U/4101854786458470\">@海银控股</a>&nbsp;相关精选内容：《关注二季度经济数据｜一周投研观点》https://www.laohu8.com/post/688044926《一周市场观察 | 2022下半年宏观经济：修复趋势不变》https://www.laohu8.com/post/681863071欢迎大伙前来参与互动讨论，小弟不胜欣喜~[微笑]&nbsp;","listText":"与过去一年受政策压制相比，现在监管对各行各业明显态度发生了转变，宏观政策或更加重视“稳经济”。近期看到<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>&nbsp;的相关精选文章受到点启发，也小小的研究了下他们的策略：随着复工复产推进以及稳经济一揽子政策落地，从恢复程度看，服务业&gt;建筑业&gt;制造业。在中概股受压制的时期，我们会看到前所未有的不确定性，也隐藏着前所未见的巨大机遇。区块链、医疗健康、金融是中国资本2021年最关注的赛道，今年不管从政策角度还是市场行情来看，这三个板块依旧是顶流。小摩、桥水、富达国际等等，这么多著名机构同事全面看多做多中概股，背后逻辑正是看到了中概股的压制因素正在消除。如果只是一家机构增持，可能代表不了什么，但是国内外著名机构都在加仓，很有可能意味着，中概股反转的行情随时到来。二季度摩根大通的旗舰中国基金新进建仓了阿里巴巴和药明生物；一季度，高瓴资本新建仓富途证券；一季度，贝莱德重点加仓了理想汽车和蔚来两大造车新势力。在中概股持续承压期间，这趟“列车”你赶上了吗？大伙不妨分析下接下来的市场走势，现在上车还来得及不？你认为这趟“列车”是否值得赶？如果你还没想好，建议关注<a target=\"_blank\" href=\"https://laohu8.com/U/4101854786458470\">@海银控股</a>&nbsp;相关精选内容：《关注二季度经济数据｜一周投研观点》https://www.laohu8.com/post/688044926《一周市场观察 | 2022下半年宏观经济：修复趋势不变》https://www.laohu8.com/post/681863071欢迎大伙前来参与互动讨论，小弟不胜欣喜~[微笑]&nbsp;","text":"与过去一年受政策压制相比，现在监管对各行各业明显态度发生了转变，宏观政策或更加重视“稳经济”。近期看到$海银控股(HYW)$ 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最近推游戏真快，为了业绩真的好拼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667612560","isVote":1,"tweetType":1,"viewCount":2455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":686818943,"gmtCreate":1658229538484,"gmtModify":1704869320692,"author":{"id":"3570160425359476","authorId":"3570160425359476","name":"朱成樊","avatar":"https://static.tigerbbs.com/9a3b282912c575d0303171ff69a975b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570160425359476","authorIdStr":"3570160425359476"},"themes":[],"htmlText":"[流泪]","listText":"[流泪]","text":"[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/686818943","repostId":"686317841","repostType":1,"repost":{"id":686317841,"gmtCreate":1658130274185,"gmtModify":1704868984340,"author":{"id":"3483341938884489","authorId":"3483341938884489","name":"景辰财经","avatar":"https://static.laohu8.com/a5e89e6e34155c91e69a7cead5a72e85","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3483341938884489","authorIdStr":"3483341938884489"},"themes":[],"title":"中概股持续承压期间，这趟“列车”你赶上了吗？","htmlText":"与过去一年受政策压制相比，现在监管对各行各业明显态度发生了转变，宏观政策或更加重视“稳经济”。近期看到<a 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的相关精选文章受到点启发，也小小的研究了下他们的策略：随着复工复产推进以及稳经济一揽子政策落地，从恢复程度看，服务业>建筑业>制造业。在中概股受压制的时期，我们会看到前所未有的不确定性，也隐藏着前所未见的巨大机遇。区块链、医疗健康、金融是中国资本2021年最关注的赛道，今年不管从政策角度还是市场行情来看，这三个板块依旧是顶流。小摩、桥水、富达国际等等，这么多著名机构同事全面看多做多中概股，背后逻辑正是看到了中概股的压制因素正在消除。如果只是一家机构增持，可能代表不了什么，但是国内外著名机构都在加仓，很有可能意味着，中概股反转的行情随时到来。二季度摩根大通的旗舰中国基金新进建仓了阿里巴巴和药明生物；一季度，高瓴资本新建仓富途证券；一季度，贝莱德重点加仓了理想汽车和蔚来两大造车新势力。在中概股持续承压期间，这趟“列车”你赶上了吗？大伙不妨分析下接下来的市场走势，现在上车还来得及不？你认为这趟“列车”是否值得赶？如果你还没想好，建议关注@海银控股 相关精选内容：《关注二季度经济数据｜一周投研观点》https://www.laohu8.com/post/688044926《一周市场观察 | 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