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王常聖

王常聖

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2021-08-10

$腾讯控股(00700)$诉讼都不跌反涨，底部已到，懂得都懂，子弹上膛。

2021-04-10

$阿里巴巴(BABA)$利空出尽

2021-02-03

今晚阿里巴巴起飞

抱歉，原内容已删除

2021-08-13

说再多也没用

外资暂停中国投资？数据来说话：美团获买超20亿

2021-03-08

$NQ100指数主连(NQmain)$ 又又又v了

2021-02-02

$阿里巴巴(BABA)$啥时候出啊

2021-07-17

利空出尽

抱歉，原内容已删除

2021-07-14

牛逼

抱歉，原内容已删除

2021-04-06

$阿里巴巴(BABA)$跌多了就要涨！

2021-02-02

$阿里巴巴(BABA)$拉升

去老虎APP查看更多动态

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}\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阿里巴巴集团将投入1000亿元助力共同富裕\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-02 17:22 北京时间&nbsp;&nbsp;&nbsp;<a href=https://zj.zjol.com.cn/news.html?id=1722095><strong>浙江新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月2日，记者从阿里巴巴集团获悉，阿里已启动“阿里巴巴助力共同富裕十大行动”，将在2025年前累计投入1000亿元，助力共同富裕。为促进十大行动落地，阿里将成立一个专门的常设机构。\n据了解，阿里助力共同富裕十大行动将围绕五大方向展开，分别是科技创新、经济发展、高质量就业、弱势群体关爱和共同富裕发展基金，行动将包括：\n一是加大科技投入，扶持欠发达地区数字化建设。如设立科技产业基金，推动欠发达地区...</p>\n\n<a href=\"https://zj.zjol.com.cn/news.html?id=1722095\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b2e0eb6c0d2386d465d375504e74c84e","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://zj.zjol.com.cn/news.html?id=1722095","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143904372","content_text":"9月2日，记者从阿里巴巴集团获悉，阿里已启动“阿里巴巴助力共同富裕十大行动”，将在2025年前累计投入1000亿元，助力共同富裕。为促进十大行动落地，阿里将成立一个专门的常设机构。\n据了解，阿里助力共同富裕十大行动将围绕五大方向展开，分别是科技创新、经济发展、高质量就业、弱势群体关爱和共同富裕发展基金，行动将包括：\n一是加大科技投入，扶持欠发达地区数字化建设。如设立科技产业基金，推动欠发达地区数字化建设以及与实体经济深度融合，设立科技人才基金和奖励计划等。\n二是扶持中小微企业成长。降低中小微企业日常运营成本，提供经营补贴等，推动中小微企业健康发展。\n三是助推农业产业化建设。如联合地方政府，建设农产品集采中心，打造一批区域公用品牌等。\n四是支持中小企业出海。如推动“跨境贸易绿色通道”建设等。\n五是助力高质量就业。启动年轻人创业扶持计划，提供多样化的职业技能培训等。\n六是帮助提高灵活用工群体的福利保障。如提高快递员、骑手、网约车司机等商业保险的保障等。\n七是促进城乡数字生活均等化。如探索共建智慧社区、美丽乡村等。\n八是缩小数字鸿沟，加强弱势人群服务与保障。如推动更多特殊人群“云上就业”，优化老年人数字生活体验，建立儿童重疾救助基金等。\n九是支持基层医疗能力提升。专项投入建设村级医疗站，打造云上“医共体”等。\n十是成立200亿共同富裕发展基金。用以助推共同富裕示范区建设，为全国实现共同富裕进行探索示范。","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":4953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":830720092,"gmtCreate":1629101071416,"gmtModify":1629101071416,"author":{"id":"3572520716045990","authorId":"3572520716045990","name":"王常聖","avatar":"https://static.tigerbbs.com/e8caa04d02ec0741a5ef5fb8835d2f05","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572520716045990","authorIdStr":"3572520716045990"},"themes":[],"htmlText":"冲","listText":"冲","text":"冲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830720092","repostId":"1174329541","repostType":4,"repost":{"id":"1174329541","kind":"news","pubTimestamp":1629100857,"share":"https://www.laohu8.com/m/news/1174329541?lang=zh_CN&edition=full","pubTime":"2021-08-16 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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软银集团：媒体对孙正义发言有误解，会继续投资中国市场\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-16 16:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://kuaixun.stcn.com/cj/202108/t20210816_3545622.html><strong>证券时报网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>软银集团在采访时表示：媒体对公司董事长孙正义在业绩交流会上的发言有误解，软银集团对中国的承诺没有变化，并会继续投资中国市场，以及帮助中国的企业家进行持续创新。\n相关阅读\n此前，据华尔街和路透社报道，软银董事长、CEO孙正义8月10日业绩发布会上表示，软银将暂停在中国的投资：“尽管我们仍然看好中国市场的未来，但中国政府管控加强的背景下，需要进一步观察哪些领域的风险更小，在那之后再重新考虑投资，预计...</p>\n\n<a href=\"http://kuaixun.stcn.com/cj/202108/t20210816_3545622.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/acb77b88f0e1500dd735d82182c9d65c","relate_stocks":{"03160":"华夏日股对冲","SFTBY":"软银集团"},"source_url":"http://kuaixun.stcn.com/cj/202108/t20210816_3545622.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174329541","content_text":"软银集团在采访时表示：媒体对公司董事长孙正义在业绩交流会上的发言有误解，软银集团对中国的承诺没有变化，并会继续投资中国市场，以及帮助中国的企业家进行持续创新。\n相关阅读\n此前，据华尔街和路透社报道，软银董事长、CEO孙正义8月10日业绩发布会上表示，软银将暂停在中国的投资：“尽管我们仍然看好中国市场的未来，但中国政府管控加强的背景下，需要进一步观察哪些领域的风险更小，在那之后再重新考虑投资，预计这个过程需要半年甚至一年以上。”\n孙正义被誉为中国互联网时代幕后的最大金主与功臣，但同时，他也是最大获利者。\n在中国互联网行业兴起蓬勃的阶段中，他扮演着一个“伯乐”角色，作用非常关键。翻阅孙正义在中国的投资图谱可以发现，从阿里到滴滴，从京东到字节，中国已经上市的互联网公司，以及大批独角兽背后，都有孙正义的投资背影，都有软银的基因。\n然而，随着近一年来国内监管手段开始频繁，孙正义在华投资受到了极大冲击，利益受损——甚至有人调侃，孙正义成为这一年调控以来最大的“冤大头”。\n尤其是近期，监管层对互联网企业的整顿还在持续。其中，被誉为孙正义投资皇冠的“钻石”：阿里巴巴数次受挫，或许加重了孙正义的不满——从去年10月股价巅峰320美元，到近期跌破200美元大关，阿里股价已经跌去了三分之一，市值蒸发近3000亿美元，折合人民币接近2万亿。\n风头收紧，孙正义其实早已开始行动——今年4月，阿里巴巴因“二选一”被市场监管总局处以182亿罚款后，软银就逐渐降低在中国投资比重。\n但是，2020年孙正义全球范围内投资受损，陷入四面楚歌的绝境，正式抛出“四万亿救市”计划之前，阿里却是他最为关键的救命稻草——2020年一季度，为了扭转亏损局面软银出售价值115亿美元的阿里股票。之后接连几次套现，孙正义获得大笔资金，方解燃眉之急。\n孙正义最艰难的2020年，正是凭借着出售阿里股票，凭着中国市场的投资回馈，孙正义和软银才真正度过了难关。\n即便到了现在，孙正义还手握阿里1000亿美金的持仓市值，在软银在全球共投资301家公司中，阿里巴巴仍是软银持有市值最大的一笔投资，占比高达39%。\n孙正义绝对不要忘记：千禧之年前，他对阿里2000万美元的投资，如今已收获上千亿美元的回报，这是中国市场，中国万亿消费者回馈他的大笔真金白银。\n此时，孙正义公开声明将暂停对华投资，引发中国创投圈轩然大波，甚至引发一些人士哀叹：资本正在撤出中国。","news_type":1,"symbols_score_info":{"03160":0.9,"SFTBY":0.9}},"isVote":1,"tweetType":1,"viewCount":4924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":894810868,"gmtCreate":1628815915954,"gmtModify":1628815915954,"author":{"id":"3572520716045990","authorId":"3572520716045990","name":"王常聖","avatar":"https://static.tigerbbs.com/e8caa04d02ec0741a5ef5fb8835d2f05","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572520716045990","authorIdStr":"3572520716045990"},"themes":[],"htmlText":"说再多也没用","listText":"说再多也没用","text":"说再多也没用","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894810868","repostId":"1132353113","repostType":4,"repost":{"id":"1132353113","kind":"news","pubTimestamp":1628814772,"share":"https://www.laohu8.com/m/news/1132353113?lang=zh_CN&edition=full","pubTime":"2021-08-13 08:32","market":"hk","language":"zh","title":"外资暂停中国投资？数据来说话：美团获买超20亿","url":"https://stock-news.laohu8.com/highlight/detail?id=1132353113","media":"证券时报","summary":"近期，网传以软银为首的外资暂停投资中国资产的事件持续发酵，而资管巨头贝莱德二季度大幅削减阿里巴巴仓位，一度引起市场的担忧。\n不过，证券时报记者梳理海外基金7月份最新动态发现，富达、施罗德等不少资管巨头","content":"<div>\n<p>近期，网传以软银为首的外资暂停投资中国资产的事件持续发酵，而资管巨头贝莱德二季度大幅削减阿里巴巴仓位，一度引起市场的担忧。\n不过，证券时报记者梳理海外基金7月份最新动态发现，富达、施罗德等不少资管巨头实际上并没有大幅度减持中国资产，反而在下跌的过程中逆势“抄底”，腾讯、阿里、美团等均在增持名单中。\n此外，英国知名投资机构Baillie Gifford近期也在大举增持美团，金额接近20亿港元。\n富达...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Bnzix9uTnu_EniZ2ZkT2nw\">网页链接</a>\n\n</div>\n","source":"zqsbw","collect":0,"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>外资暂停中国投资？数据来说话：美团获买超20亿</title>\n<style 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}\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外资暂停中国投资？数据来说话：美团获买超20亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-13 08:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/Bnzix9uTnu_EniZ2ZkT2nw><strong>证券时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期，网传以软银为首的外资暂停投资中国资产的事件持续发酵，而资管巨头贝莱德二季度大幅削减阿里巴巴仓位，一度引起市场的担忧。\n不过，证券时报记者梳理海外基金7月份最新动态发现，富达、施罗德等不少资管巨头实际上并没有大幅度减持中国资产，反而在下跌的过程中逆势“抄底”，腾讯、阿里、美团等均在增持名单中。\n此外，英国知名投资机构Baillie Gifford近期也在大举增持美团，金额接近20亿港元。\n富达...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Bnzix9uTnu_EniZ2ZkT2nw\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c318bcd91a109139b7d70c76c30bb154","relate_stocks":{"03690":"美团-W","QNETCN":"纳斯达克中美互联网老虎指数","00700":"腾讯控股","BABA":"阿里巴巴"},"source_url":"https://mp.weixin.qq.com/s/Bnzix9uTnu_EniZ2ZkT2nw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132353113","content_text":"近期，网传以软银为首的外资暂停投资中国资产的事件持续发酵，而资管巨头贝莱德二季度大幅削减阿里巴巴仓位，一度引起市场的担忧。\n不过，证券时报记者梳理海外基金7月份最新动态发现，富达、施罗德等不少资管巨头实际上并没有大幅度减持中国资产，反而在下跌的过程中逆势“抄底”，腾讯、阿里、美团等均在增持名单中。\n此外，英国知名投资机构Baillie Gifford近期也在大举增持美团，金额接近20亿港元。\n富达投资集团旗下中国股票基金\n集体增配核心资产\n晨星数据显示，美国资管巨头富达投资集团7月底全线加仓中国股票，旗下的中国消费动力基金、中国焦点基金、中国纵横基金7月份均处于加仓状态。\n其中基金规模最大的为中国消费动力基金，为57亿美元，受腾讯、阿里、美团等互联网股票大幅回撤影响，该基金今年来的收益率为-12.93%，2019年、2020年该基金的收益率分别为24.84%、35.8%。\n该基金公布的7月持仓数据显示，腾讯、阿里巴巴等均获其小幅加仓。截至7月底，该基金持有腾讯股票市值6.23亿美元，持有股份环比增加3.22%；持有阿里巴巴股票市值3.82亿美元，持有股份环比增加1.85%。\n此外，银河娱乐、贵州茅台、阿里巴巴ADR、蒙牛、美团等均在其增持名单中。\n\n富达投资集团旗下的另一只中国股票基金7月份也在小幅加仓。晨星数据显示，中国焦点基金最新规模为19亿美元，相对于中国消费动力基金而言，该基金表现更为强劲，近期虽也有一定回撤，但今年来的收益率保持为正，达4.51%。\n该基金第一大重仓股为中国移动，最新持股市值为1.51亿美元，7月份环比增持1.1%；第二大重仓股中国人寿H股也获其增持1.1%，持股市值为1.48亿美元。\n此外，阿里巴巴ADR、腾讯、百度ADR等互联网股票均获其小幅加仓。\n\n富达投资集团旗下的中国纵横基金7月加仓幅度更为明显，不过，该基金规模只有1.32美元，但由此可以看出，富达投资集团对中国核心资产的态度。\n晨星数据显示，该基金在7月份大手笔加仓了美团、台湾半导体、中集安瑞科等股票，第一大重仓股腾讯获增持6.89%，7月底持仓市值为1051万美元，第二大重仓股阿里巴巴获增持6.91%，7月底持仓市值为784万美元。\n\n富达国际成立于1969年，是一家由创始人家族、管理层和高级员工共同持股的独立公司，是投资管理行业倍受信赖的全球领导者之一。\n据官网资料介绍，富达国际向美国以外世界各地的机构和个人投资者提供资产管理服务，客户规模超过557万。富达国际管理的客户总资产逾2940亿美元，总管理资产逾3830亿美元，旗下拥有700多支股票、固定收益、地产和资产配置基金，研究覆盖了95%以上全球最大上市公司。\n施罗德旗下两只中国股票基金加仓\n与富达资管一样，施罗德旗下的两只中国股票基金7月份也在加仓中国核心资产。\n晨星数据显示，施罗德旗下的中国优势基金最新规模为18亿美元，今年来的收益率为-1.12%。7月份该基金增持了阿里巴巴和汇丰银行，其他持仓保持不变。\n其重仓持有的阿里巴巴、腾讯、中国人寿等股票今年来回撤幅度较大，但该基金今年来的收益率表现强劲。证券时报记者观察其持仓发现，江西铜业、普拉达、李宁、长城汽车H股等今年来的涨幅可观，对其收益率贡献较大。\n目前，该基金第一大重仓股为阿里巴巴，持股市值为1.7亿美元，第二大重仓股为腾讯控股，持股市值1.3亿美元，而在增持方面，该基金选择了加仓阿里巴巴，腾讯持仓未变。\n\n与中国优势基金相比，施罗德旗下的另外一只中国股票基金加仓动作比较明显。施罗德ISF 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08:32","market":"hk","language":"zh","title":"外资暂停中国投资？数据来说话：美团获买超20亿","url":"https://stock-news.laohu8.com/highlight/detail?id=1132353113","media":"证券时报","summary":"近期，网传以软银为首的外资暂停投资中国资产的事件持续发酵，而资管巨头贝莱德二季度大幅削减阿里巴巴仓位，一度引起市场的担忧。\n不过，证券时报记者梳理海外基金7月份最新动态发现，富达、施罗德等不少资管巨头","content":"<div>\n<p>近期，网传以软银为首的外资暂停投资中国资产的事件持续发酵，而资管巨头贝莱德二季度大幅削减阿里巴巴仓位，一度引起市场的担忧。\n不过，证券时报记者梳理海外基金7月份最新动态发现，富达、施罗德等不少资管巨头实际上并没有大幅度减持中国资产，反而在下跌的过程中逆势“抄底”，腾讯、阿里、美团等均在增持名单中。\n此外，英国知名投资机构Baillie Gifford近期也在大举增持美团，金额接近20亿港元。\n富达...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Bnzix9uTnu_EniZ2ZkT2nw\">网页链接</a>\n\n</div>\n","source":"zqsbw","collect":0,"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>外资暂停中国投资？数据来说话：美团获买超20亿</title>\n<style 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href=\"https://mp.weixin.qq.com/s/Bnzix9uTnu_EniZ2ZkT2nw\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c318bcd91a109139b7d70c76c30bb154","relate_stocks":{"03690":"美团-W","QNETCN":"纳斯达克中美互联网老虎指数","00700":"腾讯控股","BABA":"阿里巴巴"},"source_url":"https://mp.weixin.qq.com/s/Bnzix9uTnu_EniZ2ZkT2nw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132353113","content_text":"近期，网传以软银为首的外资暂停投资中国资产的事件持续发酵，而资管巨头贝莱德二季度大幅削减阿里巴巴仓位，一度引起市场的担忧。\n不过，证券时报记者梳理海外基金7月份最新动态发现，富达、施罗德等不少资管巨头实际上并没有大幅度减持中国资产，反而在下跌的过程中逆势“抄底”，腾讯、阿里、美团等均在增持名单中。\n此外，英国知名投资机构Baillie Gifford近期也在大举增持美团，金额接近20亿港元。\n富达投资集团旗下中国股票基金\n集体增配核心资产\n晨星数据显示，美国资管巨头富达投资集团7月底全线加仓中国股票，旗下的中国消费动力基金、中国焦点基金、中国纵横基金7月份均处于加仓状态。\n其中基金规模最大的为中国消费动力基金，为57亿美元，受腾讯、阿里、美团等互联网股票大幅回撤影响，该基金今年来的收益率为-12.93%，2019年、2020年该基金的收益率分别为24.84%、35.8%。\n该基金公布的7月持仓数据显示，腾讯、阿里巴巴等均获其小幅加仓。截至7月底，该基金持有腾讯股票市值6.23亿美元，持有股份环比增加3.22%；持有阿里巴巴股票市值3.82亿美元，持有股份环比增加1.85%。\n此外，银河娱乐、贵州茅台、阿里巴巴ADR、蒙牛、美团等均在其增持名单中。\n\n富达投资集团旗下的另一只中国股票基金7月份也在小幅加仓。晨星数据显示，中国焦点基金最新规模为19亿美元，相对于中国消费动力基金而言，该基金表现更为强劲，近期虽也有一定回撤，但今年来的收益率保持为正，达4.51%。\n该基金第一大重仓股为中国移动，最新持股市值为1.51亿美元，7月份环比增持1.1%；第二大重仓股中国人寿H股也获其增持1.1%，持股市值为1.48亿美元。\n此外，阿里巴巴ADR、腾讯、百度ADR等互联网股票均获其小幅加仓。\n\n富达投资集团旗下的中国纵横基金7月加仓幅度更为明显，不过，该基金规模只有1.32美元，但由此可以看出，富达投资集团对中国核心资产的态度。\n晨星数据显示，该基金在7月份大手笔加仓了美团、台湾半导体、中集安瑞科等股票，第一大重仓股腾讯获增持6.89%，7月底持仓市值为1051万美元，第二大重仓股阿里巴巴获增持6.91%，7月底持仓市值为784万美元。\n\n富达国际成立于1969年，是一家由创始人家族、管理层和高级员工共同持股的独立公司，是投资管理行业倍受信赖的全球领导者之一。\n据官网资料介绍，富达国际向美国以外世界各地的机构和个人投资者提供资产管理服务，客户规模超过557万。富达国际管理的客户总资产逾2940亿美元，总管理资产逾3830亿美元，旗下拥有700多支股票、固定收益、地产和资产配置基金，研究覆盖了95%以上全球最大上市公司。\n施罗德旗下两只中国股票基金加仓\n与富达资管一样，施罗德旗下的两只中国股票基金7月份也在加仓中国核心资产。\n晨星数据显示，施罗德旗下的中国优势基金最新规模为18亿美元，今年来的收益率为-1.12%。7月份该基金增持了阿里巴巴和汇丰银行，其他持仓保持不变。\n其重仓持有的阿里巴巴、腾讯、中国人寿等股票今年来回撤幅度较大，但该基金今年来的收益率表现强劲。证券时报记者观察其持仓发现，江西铜业、普拉达、李宁、长城汽车H股等今年来的涨幅可观，对其收益率贡献较大。\n目前，该基金第一大重仓股为阿里巴巴，持股市值为1.7亿美元，第二大重仓股为腾讯控股，持股市值1.3亿美元，而在增持方面，该基金选择了加仓阿里巴巴，腾讯持仓未变。\n\n与中国优势基金相比，施罗德旗下的另外一只中国股票基金加仓动作比较明显。施罗德ISF All China Equity A 7月份大手笔加仓了阿里、腾讯等股票。\n晨星数据显示，该基金最新规模为5.25亿美元，该基金今年在李宁、紫金矿业、普拉达等股票上获益丰厚，今年来该基金的收益率达5.34%。\n在获利丰厚的情况下，该基金7月份减持了11.04%的李宁股份，而紫金矿业则获其增持，增持幅度达16.77%。中科创达、山东黄金H股、太平洋保险等也在其增持名单中。\n\n施罗德投资于 1994 年在上海成立第一个中国内地的代表处，是首批进入中国内地的外资资产管理公司之一。2007年，施罗德开始通过外资银行的 QDII配额为客户提供海外投资机会。2015年正式进驻上海自贸区，成立全资子公司，并于2017年升级为外商独资投资管理公司（IM WFOE）— 施罗德投资管理（上海）有限公司。\n据施罗德官网资料介绍，截至2021年06月30日，施罗德投资集团在全球范围内为客户管理的资产管理规模总值达9675亿美元。\n知名投资机构Baillie Gifford\n大手笔买入美团\n从目前已经公布的数据来看，大跌后抄底，基本上都是海外巨头的一致动作。\n自年初460港元的历史高价以来，美团股价持续下跌，最大跌幅接近60%，相对其他互联网股票跌幅较大。\n不过，在美团股价回撤的过程中，英国知名投资管理公司Baillie Gifford却大举买入美团。据港交所权益披露资料显示，7月28日，美团获Baillie Gifford以每股均价202.076港元增持946.4万股，涉资约19.12亿港元。增持后，Baillie Gifford最新持股数约2.79亿股，持股比例由4.94%上升至5.12%。\n\nBaillie Gifford是一家位于苏格兰的资管业“百年老店”，至今有113年的悠久历史。截至2020年末，这家机构在全球资产管理规模为4450亿美元，折2.9万亿元人民币。\n该机构践行“真正投资”理念，投资周期放眼10年维度而非季度维度，长期投资于最具竞争力、创新性和成长效率的极少数优质企业，并取得超额回报，公司平均持仓年限超过10年。\n该机构也是特斯拉投资收益最高的机构投资者，2020年因减持特斯拉而被市场关注。公司于2013年开始持续买入特斯拉并持有至今，区别于其他明星基金在特斯拉上2-3年的重仓持有，Baillie 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