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特朗普大帝

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- 特朗普大帝特朗普大帝
  ·2024-03-13
  外棺很奇怪的奠瓶车，不知道有什么稀罕的
  3,856 评论
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- 特朗普大帝特朗普大帝
  ·2023-06-06
  $U 20230609 35.0 CALL$ 哈哈哈提到了unity
  3,973 4
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- 特朗普大帝特朗普大帝
  ·2023-06-06
  $Glimpse Group Inc(VRAR)$ 苹果发mr这种历史性时刻能不能好好打打鸡血
  2,608 1
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- 特朗普大帝特朗普大帝
  ·2021-12-13
  $Glimpse Group Inc(VRAR)$去a股上市算了，在美股估值可怜
  4,221 评论
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- 特朗普大帝特朗普大帝
  ·2021-11-30
  乡港鱼村就是个笑话，边缘化的地方
  港股暴跌创新低，机构又宣称“要贪婪”了！
  今日，港股的恒生指数午后持续走低，尾盘跌幅收窄，盘中一度触及23175.37点，创出2020年10月以来的最近13个月新低。恒生指数年内累计跌幅已超13%，在全球主要指数中“垫底”。恒指年内主要产生
  港股暴跌创新低，机构又宣称“要贪婪”了！
  3,254 评论
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- 特朗普大帝特朗普大帝
  ·2021-11-16
  一个季度营收才100万美元，这么少
  Glimpse Group Q1 EPS $(0.17), Sales $1.02M
  Glimpse Group (NASDAQ:VRAR) reported quarterly losses of $(0.17) per share. The company reported $1.02 million in sales this quarter.
  Glimpse Group Q1 EPS $(0.17), Sales $1.02M
  4,020 评论
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- 特朗普大帝特朗普大帝
  ·2021-11-02
  $Glimpse Group Inc(VRAR)$我打算做长线，翻10倍可以吗？
  3,763 1
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- 特朗普大帝特朗普大帝
  ·2021-10-29
  强大个啥，过时的手机
  非常抱歉，此主贴已删除
  2,600 评论
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- 特朗普大帝特朗普大帝
  ·2021-10-29
  $Glimpse Group Inc(VRAR)$脸书改名叫meta了哦
  3,255 评论
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- 特朗普大帝特朗普大帝
  ·2021-09-23
  **，新能源车是未来还是骗局，特斯拉是未来还是骗局
  非常抱歉，此主贴已删除
  3,134 评论
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href=\"https://laohu8.com/S/VRAR\">$Glimpse Group Inc(VRAR)$</a>去a股上市算了，在美股估值可怜","listText":"<a href=\"https://laohu8.com/S/VRAR\">$Glimpse Group Inc(VRAR)$</a>去a股上市算了，在美股估值可怜","text":"$Glimpse Group Inc(VRAR)$去a股上市算了，在美股估值可怜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604262186","isVote":1,"tweetType":1,"viewCount":4221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609676746,"gmtCreate":1638283474918,"gmtModify":1638283474918,"author":{"id":"980092998324","authorId":"980092998324","name":"特朗普大帝","avatar":"https://static.tigerbbs.com/6418b3d8169e4fdb6da5348ae1eb7b8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"980092998324","authorIdStr":"980092998324"},"themes":[],"htmlText":"乡港鱼村就是个笑话，边缘化的地方","listText":"乡港鱼村就是个笑话，边缘化的地方","text":"乡港鱼村就是个笑话，边缘化的地方","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609676746","repostId":"1188036710","repostType":2,"repost":{"id":"1188036710","kind":"news","weMediaInfo":{"introduction":"港股挖掘机将每天为您推送最具价值的港股、美股、A股投资资讯！第一时间把握全球政策动向，先人一步了解主流资金流向，监测主力行踪，解读公司公告，追踪活跃个股，让您畅享投资财富盛宴!","home_visible":1,"media_name":"智通财经APP","id":"12","head_image":"https://static.tigerbbs.com/361f7f1ca0d64e919035653d64c723ab"},"pubTimestamp":1638268330,"share":"https://www.laohu8.com/m/news/1188036710?lang=&edition=full","pubTime":"2021-11-30 18:32","market":"hk","language":"zh","title":"港股暴跌创新低，机构又宣称“要贪婪”了！","url":"https://stock-news.laohu8.com/highlight/detail?id=1188036710","media":"智通财经APP","summary":"今日，港股的恒生指数午后持续走低，尾盘跌幅收窄，盘中一度触及23175.37点，创出2020年10月以来的最近13个月新低。恒生指数年内累计跌幅已超13%，在全球主要指数中“垫底”。\n恒指年内主要产生","content":"<p>今日，港股的恒生指数午后持续走低，尾盘跌幅收窄，盘中一度触及23175.37点，创出2020年10月以来的最近13个月新低。恒生指数年内累计跌幅已超13%，在全球主要指数中“垫底”。</p>\n<p>恒指年内主要产生了两次较大的跌幅，第一轮为6月末至7月末，第二轮为11月中旬至今。叠加事件来看，前者主要受权重股腾讯、美团等下跌所致，这一轮则主要受疫情影响。</p>\n<p>据<a href=\"https://laohu8.com/S/601377\">兴业证券</a>统计，目前恒生指数市净率水平恰好为1倍附近左右，恒生国指市净率水平为0.95倍，分别位于2014年以来的2%和10%分位数水平。几乎破净。</p>\n<p><b>1、</b><b><b>三季度公募基金低位割肉</b></b></p>\n<p>据wind数据显示，截至11月29日，南向资金年内累计净买入4033.60亿元，其中主要集中在1月份，净买入额达3106.24亿元，7月份行情低点时净卖出额最大，达635亿元。</p>\n<p>今年年初，许多机构都看好港股，声称要南下“抢夺港股定价权”。现在已经悉数被埋。</p>\n<p>中金研报数据显示，三季度，不少公募基金已经在低位割肉跑路。</p>\n<p>基金三季报显示，1794支公募持港股市值4234亿人民币，较二季度的5837亿元下降27.5%。4234亿港股持仓占股票总持仓的19.4%，较二季度的25.6%下降6.2个百分点。主动偏股型基金港股持仓降幅更多，1036支基金持仓的3365亿元较二季度的4742亿元下降29%，持仓占比从25.2%降至18.9%，基本回到2020年底的水平，其降幅明显大于同期各主要指数跌幅，表明有明显主动减仓行为。在这一背景下，公募持股占南向整体比例也有所回落：相比港股通南向2万亿人民币持股市值，公募基金在三季末4234亿元的港股持仓占到21.2%，较二季度的25.5%降低了4.3个百分点，主要是由于主动偏股型基金港股持仓水平的下降。</p>\n<p>数据显示：不少相关基金年内跌幅超10%，甚至有基金仅在三季度跌幅就达到了20%左右，面对业绩大幅回调的压力。</p>\n<p>2021年1月，管清友撰文《拿下港股定价权 与诸君痛饮耳？》，指出，每次内地资金“爆炒港股后，结局都是一地鸡毛，魔咒可能会再现。提醒“不要出师未捷身先死，当了烈士。期待勇士们凯旋而归，青梅煮茅论英雄。”而今，年初南下的公募基金或许已经饮下一杯苦酒。</p>\n<p>一些公募基金“快乐割肉”，另一些公募基金仍在发产品抄底。</p>\n<p>截止9月30日，内地可投港股的公募基金（扣除QDII）1794支，总资产3.4万亿人民币，分别占8412支非货币基金和14.7万亿人民币资产规模的21.3%和23.5%；较二季末分别增加311支和1339亿人民币，支数占比提升2.5个百分点，但规模占比下降0.2个百分点。进一步看，可投资港股的主动偏股型基金1036支（资管规模2.34万亿人民币），相比二季末增加163支，但规模减少174亿人民币；另有84只指数型基金（含ETF），总规模581亿人民币，较二季度同样减少。发行节奏上，三季度可投资港股公募基金新增299支，月均新发约100支，1641亿人民币，较二季度月均新发69支和1104亿人民币的步伐加快。</p>\n<p>此外，部分基金经理加仓抄底。“公募一哥”张坤的易方达亚洲精选发布的三季报中显示，其股票仓位从二季度末的89.91%上升至92.29%，提高了2个百分点。具体来看，该基金前十大重仓股已经全部为港股，其中加仓了<a href=\"https://laohu8.com/S/600036\">招商银行</a>的港股，使其位列第一大重仓股，此外，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>、<a href=\"https://laohu8.com/S/02319\">蒙牛乳业</a>等多只港股获得加仓，<a href=\"https://laohu8.com/S/02328\">中国财险</a>、<a href=\"https://laohu8.com/S/02202\">万科企业</a>新进易方达亚洲精选的前十大重仓股名单。</p>\n<p><b>2、</b><b><b>港股，又到了可以贪婪的时候？</b></b></p>\n<p>谚语有云，“别人恐惧我贪婪，别人割肉我抄底，别人小亏我破产。”</p>\n<p>面对港股连续暴跌，机构再一次声称，又到了“可以贪婪的时候了”。深度布局，运筹帷幄，只等“风来”。</p>\n<p>广发基金国际业务部负责人表示，港股在今年受到外部环境影响，估值出现大幅回落；目前无论是横向对比其他主要权益市场，还是对比自身，估值分位均处于相对低的位置。虽然明年国内经济增速或有可能趋缓，但宽松政策的空间较大，叠加上游原材料价格回落后中下游企业的活力修复，预计明年港股的配置价值会显著增加。</p>\n<p><a href=\"https://laohu8.com/S/601995\">中金公司</a>表示，明年上半年国内宽松政策下合理充裕的流动性环境或将使得南向资金不至于面临系统性流出风险。而从长期看，国内居民资产配置更多转向金融资产的大方向、以及香港与大陆市场进一步融合都有望带来更多南向资金流入。综合公募基金和其他类型投资者潜在投资空间的测算，预计每年将出现5000至6000亿元人民币的资金流入。</p>\n<p>博时基金表示，今年港股受压制的主要原因在于行业政策以及债务违约对地产、银行等权重板块的冲击。政策方面，数字经济已确立高质量、规范发展的基调，细则陆续释出，短期扰动仍在；地产方面，近期融资约束边际放松，但房地产长效调控机制不变，政策更多是托而不举，意在防风险，可能出现风险偏好好转下的估值修复，缺乏延续性。进一步来看，博时基金认为，行业监管压力边际改善，可关注互联网龙头、医药板块；价格压力缓解，可关注前期受涨价压制的中下游，消费板块；长期产业布局来看，可关注碳中和-新能源产业链-汽车及零部件。</p>\n<p>兴业证券知名港股分析师张忆东团队称，港股2022年有望出现“找寻自信式”恢复性上涨，恒指有望触摸三万点。</p>\n<p>并提出三大具体观点：</p>\n<p>首先，随着内地房地产风险的缓解，2022年恒指中的内房股和内银股估值有望修复。</p>\n<p>其次，互联网的产业政策环境改善，配置吸引力提升。互联网作为港股的中流砥柱，2021年“被规范”，2022年则是“在规范中发展”，短期估值性价比凸显。与美国互联网公司作对标，比较未来三年净利润CAGR和PE，中国互联网公司整体性价比较强。</p>\n<p>第三，长期来看，港股仍将受益于中国财富管理业务大发展。数据显示，2020年底内地股票型公募基金规模同比增长113%，快速增长的基金规模对港股溢出效应明显，2020年公募基金中，港股投资市值同比增加了448%。</p>","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>港股暴跌创新低，机构又宣称“要贪婪”了！</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{ 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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港股暴跌创新低，机构又宣称“要贪婪”了！\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/12\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/361f7f1ca0d64e919035653d64c723ab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">智通财经APP </p>\n<p class=\"h-time\">2021-11-30 18:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>今日，港股的恒生指数午后持续走低，尾盘跌幅收窄，盘中一度触及23175.37点，创出2020年10月以来的最近13个月新低。恒生指数年内累计跌幅已超13%，在全球主要指数中“垫底”。</p>\n<p>恒指年内主要产生了两次较大的跌幅，第一轮为6月末至7月末，第二轮为11月中旬至今。叠加事件来看，前者主要受权重股腾讯、美团等下跌所致，这一轮则主要受疫情影响。</p>\n<p>据<a href=\"https://laohu8.com/S/601377\">兴业证券</a>统计，目前恒生指数市净率水平恰好为1倍附近左右，恒生国指市净率水平为0.95倍，分别位于2014年以来的2%和10%分位数水平。几乎破净。</p>\n<p><b>1、</b><b><b>三季度公募基金低位割肉</b></b></p>\n<p>据wind数据显示，截至11月29日，南向资金年内累计净买入4033.60亿元，其中主要集中在1月份，净买入额达3106.24亿元，7月份行情低点时净卖出额最大，达635亿元。</p>\n<p>今年年初，许多机构都看好港股，声称要南下“抢夺港股定价权”。现在已经悉数被埋。</p>\n<p>中金研报数据显示，三季度，不少公募基金已经在低位割肉跑路。</p>\n<p>基金三季报显示，1794支公募持港股市值4234亿人民币，较二季度的5837亿元下降27.5%。4234亿港股持仓占股票总持仓的19.4%，较二季度的25.6%下降6.2个百分点。主动偏股型基金港股持仓降幅更多，1036支基金持仓的3365亿元较二季度的4742亿元下降29%，持仓占比从25.2%降至18.9%，基本回到2020年底的水平，其降幅明显大于同期各主要指数跌幅，表明有明显主动减仓行为。在这一背景下，公募持股占南向整体比例也有所回落：相比港股通南向2万亿人民币持股市值，公募基金在三季末4234亿元的港股持仓占到21.2%，较二季度的25.5%降低了4.3个百分点，主要是由于主动偏股型基金港股持仓水平的下降。</p>\n<p>数据显示：不少相关基金年内跌幅超10%，甚至有基金仅在三季度跌幅就达到了20%左右，面对业绩大幅回调的压力。</p>\n<p>2021年1月，管清友撰文《拿下港股定价权 与诸君痛饮耳？》，指出，每次内地资金“爆炒港股后，结局都是一地鸡毛，魔咒可能会再现。提醒“不要出师未捷身先死，当了烈士。期待勇士们凯旋而归，青梅煮茅论英雄。”而今，年初南下的公募基金或许已经饮下一杯苦酒。</p>\n<p>一些公募基金“快乐割肉”，另一些公募基金仍在发产品抄底。</p>\n<p>截止9月30日，内地可投港股的公募基金（扣除QDII）1794支，总资产3.4万亿人民币，分别占8412支非货币基金和14.7万亿人民币资产规模的21.3%和23.5%；较二季末分别增加311支和1339亿人民币，支数占比提升2.5个百分点，但规模占比下降0.2个百分点。进一步看，可投资港股的主动偏股型基金1036支（资管规模2.34万亿人民币），相比二季末增加163支，但规模减少174亿人民币；另有84只指数型基金（含ETF），总规模581亿人民币，较二季度同样减少。发行节奏上，三季度可投资港股公募基金新增299支，月均新发约100支，1641亿人民币，较二季度月均新发69支和1104亿人民币的步伐加快。</p>\n<p>此外，部分基金经理加仓抄底。“公募一哥”张坤的易方达亚洲精选发布的三季报中显示，其股票仓位从二季度末的89.91%上升至92.29%，提高了2个百分点。具体来看，该基金前十大重仓股已经全部为港股，其中加仓了<a href=\"https://laohu8.com/S/600036\">招商银行</a>的港股，使其位列第一大重仓股，此外，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>、<a href=\"https://laohu8.com/S/02319\">蒙牛乳业</a>等多只港股获得加仓，<a href=\"https://laohu8.com/S/02328\">中国财险</a>、<a href=\"https://laohu8.com/S/02202\">万科企业</a>新进易方达亚洲精选的前十大重仓股名单。</p>\n<p><b>2、</b><b><b>港股，又到了可以贪婪的时候？</b></b></p>\n<p>谚语有云，“别人恐惧我贪婪，别人割肉我抄底，别人小亏我破产。”</p>\n<p>面对港股连续暴跌，机构再一次声称，又到了“可以贪婪的时候了”。深度布局，运筹帷幄，只等“风来”。</p>\n<p>广发基金国际业务部负责人表示，港股在今年受到外部环境影响，估值出现大幅回落；目前无论是横向对比其他主要权益市场，还是对比自身，估值分位均处于相对低的位置。虽然明年国内经济增速或有可能趋缓，但宽松政策的空间较大，叠加上游原材料价格回落后中下游企业的活力修复，预计明年港股的配置价值会显著增加。</p>\n<p><a href=\"https://laohu8.com/S/601995\">中金公司</a>表示，明年上半年国内宽松政策下合理充裕的流动性环境或将使得南向资金不至于面临系统性流出风险。而从长期看，国内居民资产配置更多转向金融资产的大方向、以及香港与大陆市场进一步融合都有望带来更多南向资金流入。综合公募基金和其他类型投资者潜在投资空间的测算，预计每年将出现5000至6000亿元人民币的资金流入。</p>\n<p>博时基金表示，今年港股受压制的主要原因在于行业政策以及债务违约对地产、银行等权重板块的冲击。政策方面，数字经济已确立高质量、规范发展的基调，细则陆续释出，短期扰动仍在；地产方面，近期融资约束边际放松，但房地产长效调控机制不变，政策更多是托而不举，意在防风险，可能出现风险偏好好转下的估值修复，缺乏延续性。进一步来看，博时基金认为，行业监管压力边际改善，可关注互联网龙头、医药板块；价格压力缓解，可关注前期受涨价压制的中下游，消费板块；长期产业布局来看，可关注碳中和-新能源产业链-汽车及零部件。</p>\n<p>兴业证券知名港股分析师张忆东团队称，港股2022年有望出现“找寻自信式”恢复性上涨，恒指有望触摸三万点。</p>\n<p>并提出三大具体观点：</p>\n<p>首先，随着内地房地产风险的缓解，2022年恒指中的内房股和内银股估值有望修复。</p>\n<p>其次，互联网的产业政策环境改善，配置吸引力提升。互联网作为港股的中流砥柱，2021年“被规范”，2022年则是“在规范中发展”，短期估值性价比凸显。与美国互联网公司作对标，比较未来三年净利润CAGR和PE，中国互联网公司整体性价比较强。</p>\n<p>第三，长期来看，港股仍将受益于中国财富管理业务大发展。数据显示，2020年底内地股票型公募基金规模同比增长113%，快速增长的基金规模对港股溢出效应明显，2020年公募基金中，港股投资市值同比增加了448%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"HSI":"恒生指数","HSTECH":"恒生科技指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188036710","content_text":"今日，港股的恒生指数午后持续走低，尾盘跌幅收窄，盘中一度触及23175.37点，创出2020年10月以来的最近13个月新低。恒生指数年内累计跌幅已超13%，在全球主要指数中“垫底”。\n恒指年内主要产生了两次较大的跌幅，第一轮为6月末至7月末，第二轮为11月中旬至今。叠加事件来看，前者主要受权重股腾讯、美团等下跌所致，这一轮则主要受疫情影响。\n据兴业证券统计，目前恒生指数市净率水平恰好为1倍附近左右，恒生国指市净率水平为0.95倍，分别位于2014年以来的2%和10%分位数水平。几乎破净。\n1、三季度公募基金低位割肉\n据wind数据显示，截至11月29日，南向资金年内累计净买入4033.60亿元，其中主要集中在1月份，净买入额达3106.24亿元，7月份行情低点时净卖出额最大，达635亿元。\n今年年初，许多机构都看好港股，声称要南下“抢夺港股定价权”。现在已经悉数被埋。\n中金研报数据显示，三季度，不少公募基金已经在低位割肉跑路。\n基金三季报显示，1794支公募持港股市值4234亿人民币，较二季度的5837亿元下降27.5%。4234亿港股持仓占股票总持仓的19.4%，较二季度的25.6%下降6.2个百分点。主动偏股型基金港股持仓降幅更多，1036支基金持仓的3365亿元较二季度的4742亿元下降29%，持仓占比从25.2%降至18.9%，基本回到2020年底的水平，其降幅明显大于同期各主要指数跌幅，表明有明显主动减仓行为。在这一背景下，公募持股占南向整体比例也有所回落：相比港股通南向2万亿人民币持股市值，公募基金在三季末4234亿元的港股持仓占到21.2%，较二季度的25.5%降低了4.3个百分点，主要是由于主动偏股型基金港股持仓水平的下降。\n数据显示：不少相关基金年内跌幅超10%，甚至有基金仅在三季度跌幅就达到了20%左右，面对业绩大幅回调的压力。\n2021年1月，管清友撰文《拿下港股定价权 与诸君痛饮耳？》，指出，每次内地资金“爆炒港股后，结局都是一地鸡毛，魔咒可能会再现。提醒“不要出师未捷身先死，当了烈士。期待勇士们凯旋而归，青梅煮茅论英雄。”而今，年初南下的公募基金或许已经饮下一杯苦酒。\n一些公募基金“快乐割肉”，另一些公募基金仍在发产品抄底。\n截止9月30日，内地可投港股的公募基金（扣除QDII）1794支，总资产3.4万亿人民币，分别占8412支非货币基金和14.7万亿人民币资产规模的21.3%和23.5%；较二季末分别增加311支和1339亿人民币，支数占比提升2.5个百分点，但规模占比下降0.2个百分点。进一步看，可投资港股的主动偏股型基金1036支（资管规模2.34万亿人民币），相比二季末增加163支，但规模减少174亿人民币；另有84只指数型基金（含ETF），总规模581亿人民币，较二季度同样减少。发行节奏上，三季度可投资港股公募基金新增299支，月均新发约100支，1641亿人民币，较二季度月均新发69支和1104亿人民币的步伐加快。\n此外，部分基金经理加仓抄底。“公募一哥”张坤的易方达亚洲精选发布的三季报中显示，其股票仓位从二季度末的89.91%上升至92.29%，提高了2个百分点。具体来看，该基金前十大重仓股已经全部为港股，其中加仓了招商银行的港股，使其位列第一大重仓股，此外，腾讯控股、京东集团-SW、蒙牛乳业等多只港股获得加仓，中国财险、万科企业新进易方达亚洲精选的前十大重仓股名单。\n2、港股，又到了可以贪婪的时候？\n谚语有云，“别人恐惧我贪婪，别人割肉我抄底，别人小亏我破产。”\n面对港股连续暴跌，机构再一次声称，又到了“可以贪婪的时候了”。深度布局，运筹帷幄，只等“风来”。\n广发基金国际业务部负责人表示，港股在今年受到外部环境影响，估值出现大幅回落；目前无论是横向对比其他主要权益市场，还是对比自身，估值分位均处于相对低的位置。虽然明年国内经济增速或有可能趋缓，但宽松政策的空间较大，叠加上游原材料价格回落后中下游企业的活力修复，预计明年港股的配置价值会显著增加。\n中金公司表示，明年上半年国内宽松政策下合理充裕的流动性环境或将使得南向资金不至于面临系统性流出风险。而从长期看，国内居民资产配置更多转向金融资产的大方向、以及香港与大陆市场进一步融合都有望带来更多南向资金流入。综合公募基金和其他类型投资者潜在投资空间的测算，预计每年将出现5000至6000亿元人民币的资金流入。\n博时基金表示，今年港股受压制的主要原因在于行业政策以及债务违约对地产、银行等权重板块的冲击。政策方面，数字经济已确立高质量、规范发展的基调，细则陆续释出，短期扰动仍在；地产方面，近期融资约束边际放松，但房地产长效调控机制不变，政策更多是托而不举，意在防风险，可能出现风险偏好好转下的估值修复，缺乏延续性。进一步来看，博时基金认为，行业监管压力边际改善，可关注互联网龙头、医药板块；价格压力缓解，可关注前期受涨价压制的中下游，消费板块；长期产业布局来看，可关注碳中和-新能源产业链-汽车及零部件。\n兴业证券知名港股分析师张忆东团队称，港股2022年有望出现“找寻自信式”恢复性上涨，恒指有望触摸三万点。\n并提出三大具体观点：\n首先，随着内地房地产风险的缓解，2022年恒指中的内房股和内银股估值有望修复。\n其次，互联网的产业政策环境改善，配置吸引力提升。互联网作为港股的中流砥柱，2021年“被规范”，2022年则是“在规范中发展”，短期估值性价比凸显。与美国互联网公司作对标，比较未来三年净利润CAGR和PE，中国互联网公司整体性价比较强。\n第三，长期来看，港股仍将受益于中国财富管理业务大发展。数据显示，2020年底内地股票型公募基金规模同比增长113%，快速增长的基金规模对港股溢出效应明显，2020年公募基金中，港股投资市值同比增加了448%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871911830,"gmtCreate":1637018823309,"gmtModify":1637018823309,"author":{"id":"980092998324","authorId":"980092998324","name":"特朗普大帝","avatar":"https://static.tigerbbs.com/6418b3d8169e4fdb6da5348ae1eb7b8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"980092998324","authorIdStr":"980092998324"},"themes":[],"htmlText":"一个季度营收才100万美元，这么少","listText":"一个季度营收才100万美元，这么少","text":"一个季度营收才100万美元，这么少","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871911830","repostId":"2183079646","repostType":2,"repost":{"id":"2183079646","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1637014528,"share":"https://www.laohu8.com/m/news/2183079646?lang=&edition=full","pubTime":"2021-11-16 06:15","market":"us","language":"en","title":"Glimpse Group Q1 EPS $(0.17), Sales $1.02M","url":"https://stock-news.laohu8.com/highlight/detail?id=2183079646","media":"Benzinga","summary":"Glimpse Group (NASDAQ:VRAR) reported quarterly losses of $(0.17) per share.  The company reported $1.02 million in sales this quarter.","content":"<html><body><p>Glimpse Group (NASDAQ:VRAR) reported quarterly losses of $(0.17) per share.  The company reported $1.02 million in sales this quarter.</p></body></html>","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>Glimpse Group Q1 EPS $(0.17), Sales $1.02M</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\">\nGlimpse Group Q1 EPS $(0.17), Sales $1.02M\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-11-16 06:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Glimpse Group (NASDAQ:VRAR) reported quarterly losses of $(0.17) per share.  The company reported $1.02 million in sales this quarter.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VRAR":"Glimpse Group Inc"},"source_url":"https://www.benzinga.com/news/earnings/21/11/24106970/glimpse-group-q1-eps-0-17-sales-1-02m","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183079646","content_text":"Glimpse Group (NASDAQ:VRAR) reported quarterly losses of $(0.17) per share.  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