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伙食费
伙食费
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2021-08-10
$Trxade Group, Inc.(MEDS)$
fly fly
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伙食费
伙食费
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2021-08-08
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The limelight of the new track has not diminished, but foreign investors have begun to silently increase their positions in "old white horses"
作为当前A股市场的“最强风口”,光伏、锂电池等板块频频掀起涨停潮。相比之下,消费、金融等板块中的传统白马股则显得有些黯然失色。不过,最新数据显示,外资已经开始默默买入这些“老白马”。近两周,中国平安、
The limelight of the new track has not diminished, but foreign investors have begun to silently increase their positions in "old white horses"
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伙食费
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2021-08-06
ok
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伙食费
伙食费
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2021-08-03
BB wake up...
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2021-08-02
gogo up
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伙食费
伙食费
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2021-08-01
Woo
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伙食费
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2021-08-01
up up
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伙食费
伙食费
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2021-07-30
up up up
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伙食费
伙食费
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2021-07-27
$Trxade Group, Inc.(MEDS)$
5 today?
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伙食费
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2021-07-21
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In contrast, the traditional white horse stocks in consumer, financial and other sectors are somewhat eclipsed. However, the latest data shows that foreign capital has begun to silently buy these \"old white horses\". In the past two weeks, Ping An, Yili, Luzhou Old Cellar, Gree Electric, Wuliangye and other stocks have all received substantial increases from northbound funds. \"Old White Horse\" has regained the attention of northbound funds. Compared with strong sectors such as photovoltaics and lithium batteries, traditional white horse stocks in consumption, finance and other sectors have obviously performed poorly recently. Among them, as of August 6,...</p><p><a href=\"https://mp.weixin.qq.com/s/9tHDxzGL1e3EBv7aQ0eEhQ\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://mp.weixin.qq.com/s/9tHDxzGL1e3EBv7aQ0eEhQ\">上海证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/9tHDxzGL1e3EBv7aQ0eEhQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142649306","content_text":"作为当前A股市场的“最强风口”,光伏、锂电池等板块频频掀起涨停潮。相比之下,消费、金融等板块中的传统白马股则显得有些黯然失色。不过,最新数据显示,外资已经开始默默买入这些“老白马”。近两周,中国平安、伊利股份、泸州老窖、格力电器、五粮液等股票均获北向资金大幅加仓。\n“老白马”重获北向资金关注\n相较于光伏、锂电池等强势板块,消费、金融等板块中的传统白马股近段时间明显表现不佳。其中,截至8月6日,中国平安、贵州茅台和五粮液6月以来均跌逾20%,伊利股份下跌10.7%。\n\n不过,近两周以来,北向资金开始逐步对这些“老白马”进行增持。\n东方财富Choice数据显示,7月26日至8月6日期间,北向资金对67家公司的净买入金额超过3亿元。其中,东方雨虹和中国平安的净买入额分别为33.54亿元和26.11亿元;伊利股份、迈瑞医疗、隆基股份、三一重工、泸州老窖等公司的净买入金额均超过10亿元;格力电器、恒瑞医药、五粮液等公司的净买入金额超过8亿元。这些买入金额靠前的公司多为传统白马公司。\n\n数据来源:东方财富Choice(增减持金额 = 增减持数量 * 8月6日收盘价)\n霸菱中国股票投资经理姜征昊表示,在关注近期市场波动的同时,他仍坚持自下而上的投资流程,并视市场调整为有吸引力的切入点,买进具有结构性增长潜力和优质基本面的企业。\n“展望下半年,A股市场将以盘整为主,波动性持续增加。板块布局上,我持续看好消费、建材龙头以及中高端设备制造相关板块。消费板块估值合理,其长期的成长逻辑保持不变。随着疫苗覆盖率的提升和经济的全面恢复,人均可支配收入有望在今年大幅改善进而迎来消费回归。”富达国际中国区股票投资主管、基金经理周文群称。\n外资坚定投资中国市场\n多家外资机构认为,A股市场的短期波动并不会影响外资长期流入趋势。景顺在最新发布的《全球主权资产管理研究》中称,凭借极具吸引力的本土回报及多元化的投资机会,中国市场的吸引力在过去四年稳步提升。\n景顺表示,未来五年,40%的主权基金计划增加对中国资产配置。75%的主权基金受可观的投资回报所吸引而投资于中国资产,57%的主权基金则将中国视作实现投资组合多元化的重要渠道。与主权基金一样,各国央行也在继续增加对中国资产的配置,从而在美元资产基础上实现多元化配置。\n国信证券也在最新发布的研报中称,当前外资对A股配置比例依然处于明显的低配状态。从外资配置A股规模占全球股票型基金规模比重来看,截至2020年底,全球股票公募基金总规模是28.3万亿美元,外资配置A股市场资金为5225亿美元,占比仅为1.8%。此外,当前MSCI全球指数中A股权重仅为0.4%,占比同样较低。所以总体看,目前A股在外资的全球资产配置中依然是明显低配的,长期来看外资持续净流入依然大有空间。","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":1645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899498420,"gmtCreate":1628209334760,"gmtModify":1703503114204,"author":{"id":"3570959382184881","authorId":"3570959382184881","name":"伙食费","avatar":"https://static.tigerbbs.com/251ffeb0b2b3f318a4a503f151c8be6b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570959382184881","idStr":"3570959382184881"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/899498420","repostId":"1186213069","repostType":4,"isVote":1,"tweetType":1,"viewCount":2551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804274129,"gmtCreate":1627961484861,"gmtModify":1703498672873,"author":{"id":"3570959382184881","authorId":"3570959382184881","name":"伙食费","avatar":"https://static.tigerbbs.com/251ffeb0b2b3f318a4a503f151c8be6b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570959382184881","idStr":"3570959382184881"},"themes":[],"htmlText":"BB wake up... 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