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2021-08-04

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Chinese concept game stocks plummeted, and many public offerings "lay down"! Jumping or getting in?

8月3日，游戏股跳水给中概互联带来一记重拳。截至港股收盘，腾讯控股报446.00港元，跌6.11%；网易报145.90港元，跌7.77%；哔哩哔哩报646.5港元，跌3.44%。截至美股收盘，腾讯AD

Chinese concept game stocks plummeted, and many public offerings "lay down"! Jumping or getting in?

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阿弥陀佛阿弥陀佛阿弥陀佛
·2021-08-04
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Jumping or getting in?","url":"https://stock-news.laohu8.com/highlight/detail?id=1161395470","media":"中国证券报","summary":"8月3日，游戏股跳水给中概互联带来一记重拳。截至港股收盘，腾讯控股报446.00港元，跌6.11%；网易报145.90港元，跌7.77%；哔哩哔哩报646.5港元，跌3.44%。截至美股收盘，腾讯AD","content":"<p><div>On August 3, the diving of game stocks brought a heavy blow to Zhonggai Internet. As of the close of Hong Kong stocks, Tencent Holdings reported HK $446.00, down 6.11%; NetEase reported HK $145.90, down 7.77%; Bilibili reported HK $646.5, down 3.44%. As of the close of U.S. stocks, Tencent ADR fell 7.32%, Tencent Music fell 3.03%, NetEase fell 11.41%, and Bilibili fell 7.06%. Many well-known fund managers such as Zhang Kun and Xie Zhiyu have invested in this field, and a considerable number of funds have been affected. When Chinese concept stocks were hit, a considerable number of investors took the opportunity...</p><p><a href=\"https://mp.weixin.qq.com/s/mIGASuul0V49T1QxvxZ5LQ\">Web link</a></div></p>","source":"zgzqb","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>Chinese concept game stocks plummeted, and many public offerings \"lay down\"! 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Jumping or getting in?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">中国证券报</strong><span class=\"h-time small\">2021-08-04 09:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>On August 3, the diving of game stocks brought a heavy blow to Zhonggai Internet. As of the close of Hong Kong stocks, Tencent Holdings reported HK $446.00, down 6.11%; NetEase reported HK $145.90, down 7.77%; Bilibili reported HK $646.5, down 3.44%. As of the close of U.S. stocks, Tencent ADR fell 7.32%, Tencent Music fell 3.03%, NetEase fell 11.41%, and Bilibili fell 7.06%. Many well-known fund managers such as Zhang Kun and Xie Zhiyu have invested in this field, and a considerable number of funds have been affected. When Chinese concept stocks were hit, a considerable number of investors took the opportunity...</p><p><a href=\"https://mp.weixin.qq.com/s/mIGASuul0V49T1QxvxZ5LQ\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/mIGASuul0V49T1QxvxZ5LQ\">中国证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7eaa2c45cf70f617f2a492ecb0fcce5f","relate_stocks":{"TCEHY":"腾讯控股ADR","TTTN":"老虎中美互联网巨头ETF","QNETCN":"纳斯达克中美互联网老虎指数","00700":"腾讯控股"},"source_url":"https://mp.weixin.qq.com/s/mIGASuul0V49T1QxvxZ5LQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161395470","content_text":"8月3日，游戏股跳水给中概互联带来一记重拳。截至港股收盘，腾讯控股报446.00港元，跌6.11%；网易报145.90港元，跌7.77%；哔哩哔哩报646.5港元，跌3.44%。截至美股收盘，腾讯ADR跌7.32%，腾讯音乐跌3.03%，网易跌11.41%，哔哩哔哩跌7.06%。\n张坤、谢治宇等多位知名基金经理投资了该领域，此外还有相当数量的基金被波及。\n中概股受冲击之际，却有相当数量的投资人趁机上车，积极布局。以中概互联网ETF为例，截至8月3日，该基金的规模已较今年1月底增加超100亿元。此外，也有不少投资者选择易方达中证海外中国互联网50ETF联接基金抄底，该基金二季度规模也大涨30亿元以上。\n相关基金“大地震”\n8月3日，持有游戏相关的中概股基金“大地震”。以腾讯控股为例，截至6月底，全市场76家基金公司旗下的506只基金重仓了腾讯控股，规模合计1.64万亿元。从持股数看，二季度末公募基金持有该股数高达1.98亿股，占腾讯控股流通股比例的2.07%。\n同期，共有219只基金增持了腾讯控股。从持股数量看，易方达蓝筹精选是所有基金中持有腾讯控股股票数量最多的基金。截至6月底，该基金共持有腾讯控股1810万股，较一季度增持了200万股。谢治宇管理的兴全合宜持有399.32万股。此外，冯波管理的易方达研究精选、曲扬管理的前海开源沪港深蓝筹、李耀柱管理的广发沪港深新起点、王宗合管理的鹏华匠心精选等基金都持有相当数量的腾讯控股。\n值得注意的是，虽然游戏板块表现不尽如人意，但从公募基金的动作来看，部分基金仍呈增持态势。\n不过，也有基金经理已开始对重仓股做出调整。8月2日，三七互娱在董事会通过股份回购案之后，公布了此次回购前的重要股东持股情况。在前十大流通股东当中，兴全基金旗下三只基金分列八、九、十位，分别是兴全合润、兴全商业模式和兴全合宜。\n陷入窘境\n事实上，自今年农历春节以来，中概互联ETF便陷入了窘境。该指数从今年2月18日高点以来，被一路血洗。从股价表现来看，仅二季度，中概互联就有5只个股跌幅超过25%，其中快手科技和贝壳集团的跌幅超过50%。\n\n来源：Wind\n不过，自春节长假结束以来，中概股持续下跌，但获得了超百亿元资金的持续涌入。Wind数据显示，2月中概互联网ETF获净申购4.2亿份，3月获净申购3.27亿份，4月获净申购8.31亿份，5月获净申购24.83亿份，6月获净申购28.52亿份。截至7月28日，不到一个月时间，7月中概互联网ETF已获净申购30.84亿份。\n万家基金经理刘宏达认为，主要原因还是部分公司估值过高，透支了一段时间的涨幅。阶段性调整是因为预期过高，但港股长期趋势不会改变，在调整之后，港股将迎来长期配置时点。\n能否跌出“黄金坑”？\n值得注意的是，港股科技股近期走势可谓一波三折，以互联网为主的科技股出现较大回调，这也令市场怀疑港股是否将一蹶不振。\n不过，上投摩根投资总监杜猛认为，港股科技股下半年仍会有表现机会。“我们对港股互联网公司未来蛮有信心的，虽然短期政策使得市场情绪承压，但从长期看，互联网行业仍有很强的成长弹性。”\n江勇提出，在恐慌情绪宣泄过后，港股投资时机也将明显体现。对于目前的港股市场而言，估值水平已大幅降低，个股尤其是成长股价格已足够便宜，交易拥挤的情况也明显缓解，因此就目前来看，港股市场相较于A股市场会更具有吸引力。此外，近期多家中概公司在海外上市受阻，并且纷纷转向A股或港股双重上市和回归二次上市，港股桥头堡的地位将得以巩固，这对于港股市场来说也是一大利好信息。\n站在当下时点，刘宏达对未来市场充满信心。他判断，从3年维度看，港股市场长期向上，短期的调整反而是布局机会，许多标的可能在二三季度回调至合理区间。这次抗疫充分显现了中国的制度以及经济优势，中国市场会成为全球资本配置的大方向。更多符合中国经济发展方向的新经济公司来港股上市，会带动境内外更多资本涌入港股市场。","news_type":1,"symbols_score_info":{"QNETCN":0.9,"TCEHY":0.9,"00700":0.9,"TTTN":0.9}},"isVote":1,"tweetType":1,"viewCount":2959,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":5420377,"commentId":"5420377","gmtCreate":1628042739900,"gmtModify":1663231898757,"authorId":3585607107146910,"author":{"id":3585607107146910,"idStr":"3585607107146910","authorId":3585607107146910,"name":"阿弥陀佛阿弥陀佛阿弥陀佛","avatar":"https://static.tigerbbs.com/65376074efd4faf8b600b5173eb0f0c4","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":807593398,"objectIdStr":"807593398","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"[微笑]","text":"[微笑]","html":"[微笑]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}