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Moneywizpd
2021-08-30

Too bad :-(

Many stocks soared by more than 20% in a week! Chinese concept stocks surprised to find a golden pit?

互联网公司遇上了“价值投资”，会擦出怎样的火花？近日，在美国散户著名聚集地“Reddit”等网站上，关于讨论阿里巴巴的帖子热度升温。有人喊话“加仓”，有人表示“等待买点信号出现”，还有人用格雷厄姆投

Many stocks soared by more than 20% in a week! Chinese concept stocks surprised to find a golden pit?

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CMChai100
·2021-08-30
都让外人赚翻了…..
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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":811361996,"tweetId":"811361996","gmtCreate":1630290172015,"gmtModify":1676530258548,"author":{"id":4087711900619250,"idStr":"4087711900619250","authorId":4087711900619250,"authorIdStr":"4087711900619250","name":"Moneywizpd","avatar":"https://static.tigerbbs.com/580bebc047322cc7965ae0543c54168a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>Too bad :-(</body></html>","htmlText":"<html><head></head><body>Too bad :-(</body></html>","text":"Too bad :-(","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/811361996","repostId":2163077887,"repostType":2,"repost":{"id":"2163077887","kind":"highlight","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1630290070,"share":"https://ttm.financial/m/news/2163077887?lang=en_US&edition=fundamental","pubTime":"2021-08-30 10:21","market":"us","language":"zh","title":"Many stocks soared by more than 20% in a week! Chinese concept stocks surprised to find a golden pit?","url":"https://stock-news.laohu8.com/highlight/detail?id=2163077887","media":"券商中国","summary":"互联网公司遇上了“价值投资”，会擦出怎样的火花？\n近日，在美国散户著名聚集地“Reddit”等网站上，关于讨论阿里巴巴的帖子热度升温。有人喊话“加仓”，有人表示“等待买点信号出现”，还有人用格雷厄姆投","content":"What kind of sparks will Internet companies create when they encounter \"value investment\"?Recently, on websites such as \"Reddit\", a famous gathering place for American retail investors, discussions about<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>The popularity of posts has heated up. Some people shouted \"increase positions\", others said \"waiting for the buying signal to appear\", and others used Graham's investment strategy to analyze Ali's financial situation, thinking that \"the current stock price may be a once-in-ten-year opportunity.\"Moreover, in<a href=\"https://laohu8.com/S/JD\">JD.com</a>After the disclosure of the semi-annual report, the ARK Fund founded by \"Sister Wood\" Katherine Wood, known as the \"female version of Buffett\", and its space technology-themed ETF (ARKX) bought more than 160,000 shares on August 23, local time. JD.com ADR, totaling about 12 million US dollars. It is worth noting that \"Sister Wood\" revealed in an interview with the media at the end of July that she had almost cleared the Chinese concept stocks. Now, her attitude towards Chinese concept stocks has changed in a short period of time.At a time when the stock prices of Chinese concept stock Internet companies have been falling continuously recently, a large number of overseas retail investors and even institutional investors have believed that Alibaba,<a href=\"https://laohu8.com/S/00700\">Tencent</a>The company's stock price is \"extremely attractive\" and has started bargain-hunting operations. Some institutions have even issued new funds specifically to invest in the A-share or Hong Kong stock market.Has the \"golden pit\" of Chinese concept stocks arrived? In the past week, the stock prices of Chinese concept stocks listed in the United States rose by nearly 8% on average, significantly outperforming the A-share stock index during the same period, and many star companies rose by more than 20%. Some institutional investors said frankly: \"For the first time in several months, I am very inclined to become a long-term investor in Chinese technology stocks.\"Chinese concept stocks recoverSince the beginning of this year, affected by factors such as hedge fund liquidation and anti-monopoly, the life of Chinese concept stocks listed in the United States has not been easy. The stock prices of many star companies have continued to weaken and even suffered a halved cut. According to statistics from brokerage Chinese reporters, among the 285 Chinese concept stocks included in the statistics, the largest average decline year-to-date is about 58.5%.<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>、<a href=\"https://laohu8.com/S/GOTU\">High Road</a>The largest declines in the group's stock prices were 99% and 98.4% respectively, and the stock prices of 15 companies fell by more than 90%.However, as the market's interpretation of the policy gradually became optimistic, and some Internet companies disclosed relatively optimistic semi-annual reports, Chinese concept stocks showed a collective recovery last week, with 233 stocks rising during the week, accounting for more than 80%, with an average increase of 7.86%. In terms of individual stocks, TuSimple rose by more than 47% this week, and Wuxin Technology and Huanju both rose by more than 30%.<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>, JD.com both rose more than 20%.<img src=\"https://static.tigerbbs.com/94b343a4592d4c2596bac4a921da566d\" tg-width=\"610\" tg-height=\"555\" referrerpolicy=\"no-referrer\">JD.com previously disclosed performance data for the first half of the year, showing that the company's revenue in the first half of the year was 456.9 billion yuan, a year-on-year increase of 32%, and the profit attributable to shareholders was 4.411 billion yuan, a year-on-year decrease of 75%. Among them, the revenue in the second quarter was 253.8 billion yuan, a year-on-year increase of 26.2%, higher than Bloomberg's previous expectation of 247.7 billion yuan; The net profit attributable to shareholders was 794 million yuan, lower than Bloomberg's expectation of 2.325 billion yuan, mainly due to the year-on-year increase of 1.4 billion yuan in equity incentive expenses. After the semi-annual report was released, U.S. stocks rose 14.44% that day, and stocks of the same series also experienced considerable gains. on that day<a href=\"https://laohu8.com/S/06618\">JD Health</a>Soared 14.50%;<a href=\"https://laohu8.com/S/02618\">JD Logistics</a>It rose 7.21%.Ark invest, a well-known American investment institution, bought JD.com's shares after its results were released. According to the data, Ark's Autonomous Technology & Robotics ETF (symbol ARKQ) bought JD.com's American depositary receipts on August 23, totaling About $12 million. Catherine Wood, founder of the institution, revealed that the fund has sorted out Chinese enterprises and is currently integrating positions in department stores, logistics and manufacturing companies. \"Logistics is an important part of JD.COM's business.\"Catherine Wood said in an interview with Bloomberg on August 24th that her view on China is optimistic, not pessimistic: \"In the long run, I am not pessimistic about China. I think it is a very entrepreneurial society. The Chinese government is formulating more rules and regulations, but I don't think it wants to stop growth and progress.\"Recently, foreign-funded institutions have made a lot of \"bargain-hunting\"Jackson Wong, director of asset management at Amber Hill Capital Ltd, said: \"We are seeing a lot of bargain hunting for Chinese concept stocks in the market, including big buying of Tencent and Alibaba.\"Vanda Research said in a report last Wednesday that the recent \"snap-up\" of Alibaba by U.S. retail investors made it the most purchased stock in the U.S. market last Monday, which also led to the net purchase of depositary receipts (ADR) of Chinese companies in the United States exceeded $400 million.Andy Maynard, a trader at China Renaissance, said: \"For the first time in months, I am very inclined to become a long-term investor in Chinese technology stocks.\"Additionally, some investors took the opportunity to buy during the sell-off. Hugh Young, a veteran fund manager at Aberdeen Standard Investments, said earlier this month that his company has started buying Tencent and left most of its other tech stock positions unchanged.William Blair Investment Management, an investment firm that manages more than $73 billion in total, recently launched a mutual fund to invest in the Chinese market. It is understood that the fund will be jointly managed by Casey Preyss and Vivian Lin Thurston of the company's global equity team, and will invest at least 80% of its assets in A shares, Hong Kong stocks, ADRs, GDRs, etc. Said Robert Duwa, a partner at the firm. \"China has been an integral part of our global equity allocation since the mid-1990s.\"It can be found in the second quarter report of Bridgewater Fund that as of the end of the second quarter, the fund held shares in at least 37 Chinese companies, with a total market value of approximately US $1.2 billion, and increased its holdings of 13 companies in the second quarter, including Wuxin Technology,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>Etc. As of June 30, Alibaba, Pinduoduo, JD.com,<a href=\"https://laohu8.com/S/NIO\">Nio</a>And<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Ranked in the top five with a total market capitalization of $719 million. Dalio, founder of Bridgewater Fund, recently wrote in LinkedIn that the direction of China's policy action has never changed: that is, to support the rapid and stable development of the capital market, entrepreneurship and opening-up investment.<img src=\"https://static.tigerbbs.com/1e989048ea72408cb51a80fbc0599c73\" tg-width=\"898\" tg-height=\"695\" referrerpolicy=\"no-referrer\">Measuring Alibaba by Graham's Investment StrategyIn the famous Reddit forum, a gathering place for retail investors in the United States, the recent discussion about Alibaba's stock has become more and more lively. Some investors bluntly said that the current company's stock price is \"\" extremely attractive \"\".Another Graham \"believer\" posted that there are only a handful of stocks in the market that meet the Graham/defensive investor criteria. \"(Graham's investment strategy) has been working for the past 20 to 30 years. Therefore, for many of us, Alibaba's current stock price may be a once-in-a-decade opportunity.\"Interestingly, TRG Investments, an investor company located in Richmond, USA, \"fully positioned\" Alibaba's US stock ADR in its asset management portfolio as of the second quarter, holding 1.1565 million shares, or about 184 million US dollars.<img src=\"https://static.tigerbbs.com/2f8f4a003ebd45498341c9f984d2b5a7\" tg-width=\"1080\" tg-height=\"128\" referrerpolicy=\"no-referrer\">Victor Dergunov, an analyst at Seeking Alpha website, gave quite optimistic expectations for Ali's stock price: Alibaba's profit next year is expected to be US $11.80 per share. Even if the stock price is only a net income multiple of 20 times, the stock price will reach US $236. This is equivalent to a return of about 40% in the next year and a half.He said that under a more optimistic scenario, if Alibaba is valued at 22 times by the end of the next fiscal year, the stock price will have the potential to increase by 55% to around $260 at present. \"Even so, it would still be a very bargain compared to the valuation of U.S. tech stocks.\"","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>Many stocks soared by more than 20% in a week! Chinese concept stocks surprised to find a golden pit?</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nMany stocks soared by more than 20% in a week! Chinese concept stocks surprised to find a golden pit?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n券商中国 \n2021-08-30 10:21\n</div>\n</a>\n</h4>\n</header>\n<article>\nWhat kind of sparks will Internet companies create when they encounter \"value investment\"?Recently, on websites such as \"Reddit\", a famous gathering place for American retail investors, discussions about<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>The popularity of posts has heated up. Some people shouted \"increase positions\", others said \"waiting for the buying signal to appear\", and others used Graham's investment strategy to analyze Ali's financial situation, thinking that \"the current stock price may be a once-in-ten-year opportunity.\"Moreover, in<a href=\"https://laohu8.com/S/JD\">JD.com</a>After the disclosure of the semi-annual report, the ARK Fund founded by \"Sister Wood\" Katherine Wood, known as the \"female version of Buffett\", and its space technology-themed ETF (ARKX) bought more than 160,000 shares on August 23, local time. JD.com ADR, totaling about 12 million US dollars. It is worth noting that \"Sister Wood\" revealed in an interview with the media at the end of July that she had almost cleared the Chinese concept stocks. Now, her attitude towards Chinese concept stocks has changed in a short period of time.At a time when the stock prices of Chinese concept stock Internet companies have been falling continuously recently, a large number of overseas retail investors and even institutional investors have believed that Alibaba,<a href=\"https://laohu8.com/S/00700\">Tencent</a>The company's stock price is \"extremely attractive\" and has started bargain-hunting operations. Some institutions have even issued new funds specifically to invest in the A-share or Hong Kong stock market.Has the \"golden pit\" of Chinese concept stocks arrived? In the past week, the stock prices of Chinese concept stocks listed in the United States rose by nearly 8% on average, significantly outperforming the A-share stock index during the same period, and many star companies rose by more than 20%. Some institutional investors said frankly: \"For the first time in several months, I am very inclined to become a long-term investor in Chinese technology stocks.\"Chinese concept stocks recoverSince the beginning of this year, affected by factors such as hedge fund liquidation and anti-monopoly, the life of Chinese concept stocks listed in the United States has not been easy. The stock prices of many star companies have continued to weaken and even suffered a halved cut. According to statistics from brokerage Chinese reporters, among the 285 Chinese concept stocks included in the statistics, the largest average decline year-to-date is about 58.5%.<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>、<a href=\"https://laohu8.com/S/GOTU\">High Road</a>The largest declines in the group's stock prices were 99% and 98.4% respectively, and the stock prices of 15 companies fell by more than 90%.However, as the market's interpretation of the policy gradually became optimistic, and some Internet companies disclosed relatively optimistic semi-annual reports, Chinese concept stocks showed a collective recovery last week, with 233 stocks rising during the week, accounting for more than 80%, with an average increase of 7.86%. In terms of individual stocks, TuSimple rose by more than 47% this week, and Wuxin Technology and Huanju both rose by more than 30%.<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>, JD.com both rose more than 20%.<img src=\"https://static.tigerbbs.com/94b343a4592d4c2596bac4a921da566d\" tg-width=\"610\" tg-height=\"555\" referrerpolicy=\"no-referrer\">JD.com previously disclosed performance data for the first half of the year, showing that the company's revenue in the first half of the year was 456.9 billion yuan, a year-on-year increase of 32%, and the profit attributable to shareholders was 4.411 billion yuan, a year-on-year decrease of 75%. Among them, the revenue in the second quarter was 253.8 billion yuan, a year-on-year increase of 26.2%, higher than Bloomberg's previous expectation of 247.7 billion yuan; The net profit attributable to shareholders was 794 million yuan, lower than Bloomberg's expectation of 2.325 billion yuan, mainly due to the year-on-year increase of 1.4 billion yuan in equity incentive expenses. After the semi-annual report was released, U.S. stocks rose 14.44% that day, and stocks of the same series also experienced considerable gains. on that day<a href=\"https://laohu8.com/S/06618\">JD Health</a>Soared 14.50%;<a href=\"https://laohu8.com/S/02618\">JD Logistics</a>It rose 7.21%.Ark invest, a well-known American investment institution, bought JD.com's shares after its results were released. According to the data, Ark's Autonomous Technology & Robotics ETF (symbol ARKQ) bought JD.com's American depositary receipts on August 23, totaling About $12 million. Catherine Wood, founder of the institution, revealed that the fund has sorted out Chinese enterprises and is currently integrating positions in department stores, logistics and manufacturing companies. \"Logistics is an important part of JD.COM's business.\"Catherine Wood said in an interview with Bloomberg on August 24th that her view on China is optimistic, not pessimistic: \"In the long run, I am not pessimistic about China. I think it is a very entrepreneurial society. The Chinese government is formulating more rules and regulations, but I don't think it wants to stop growth and progress.\"Recently, foreign-funded institutions have made a lot of \"bargain-hunting\"Jackson Wong, director of asset management at Amber Hill Capital Ltd, said: \"We are seeing a lot of bargain hunting for Chinese concept stocks in the market, including big buying of Tencent and Alibaba.\"Vanda Research said in a report last Wednesday that the recent \"snap-up\" of Alibaba by U.S. retail investors made it the most purchased stock in the U.S. market last Monday, which also led to the net purchase of depositary receipts (ADR) of Chinese companies in the United States exceeded $400 million.Andy Maynard, a trader at China Renaissance, said: \"For the first time in months, I am very inclined to become a long-term investor in Chinese technology stocks.\"Additionally, some investors took the opportunity to buy during the sell-off. Hugh Young, a veteran fund manager at Aberdeen Standard Investments, said earlier this month that his company has started buying Tencent and left most of its other tech stock positions unchanged.William Blair Investment Management, an investment firm that manages more than $73 billion in total, recently launched a mutual fund to invest in the Chinese market. It is understood that the fund will be jointly managed by Casey Preyss and Vivian Lin Thurston of the company's global equity team, and will invest at least 80% of its assets in A shares, Hong Kong stocks, ADRs, GDRs, etc. Said Robert Duwa, a partner at the firm. \"China has been an integral part of our global equity allocation since the mid-1990s.\"It can be found in the second quarter report of Bridgewater Fund that as of the end of the second quarter, the fund held shares in at least 37 Chinese companies, with a total market value of approximately US $1.2 billion, and increased its holdings of 13 companies in the second quarter, including Wuxin Technology,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>Etc. As of June 30, Alibaba, Pinduoduo, JD.com,<a href=\"https://laohu8.com/S/NIO\">Nio</a>And<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Ranked in the top five with a total market capitalization of $719 million. Dalio, founder of Bridgewater Fund, recently wrote in LinkedIn that the direction of China's policy action has never changed: that is, to support the rapid and stable development of the capital market, entrepreneurship and opening-up investment.<img src=\"https://static.tigerbbs.com/1e989048ea72408cb51a80fbc0599c73\" tg-width=\"898\" tg-height=\"695\" referrerpolicy=\"no-referrer\">Measuring Alibaba by Graham's Investment StrategyIn the famous Reddit forum, a gathering place for retail investors in the United States, the recent discussion about Alibaba's stock has become more and more lively. Some investors bluntly said that the current company's stock price is \"\" extremely attractive \"\".Another Graham \"believer\" posted that there are only a handful of stocks in the market that meet the Graham/defensive investor criteria. \"(Graham's investment strategy) has been working for the past 20 to 30 years. Therefore, for many of us, Alibaba's current stock price may be a once-in-a-decade opportunity.\"Interestingly, TRG Investments, an investor company located in Richmond, USA, \"fully positioned\" Alibaba's US stock ADR in its asset management portfolio as of the second quarter, holding 1.1565 million shares, or about 184 million US dollars.<img src=\"https://static.tigerbbs.com/2f8f4a003ebd45498341c9f984d2b5a7\" tg-width=\"1080\" tg-height=\"128\" referrerpolicy=\"no-referrer\">Victor Dergunov, an analyst at Seeking Alpha website, gave quite optimistic expectations for Ali's stock price: Alibaba's profit next year is expected to be US $11.80 per share. Even if the stock price is only a net income multiple of 20 times, the stock price will reach US $236. This is equivalent to a return of about 40% in the next year and a half.He said that under a more optimistic scenario, if Alibaba is valued at 22 times by the end of the next fiscal year, the stock price will have the potential to increase by 55% to around $260 at present. \"Even so, it would still be a very bargain compared to the valuation of U.S. tech stocks.\"\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","JD":"京东"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2163077887","content_text":"互联网公司遇上了“价值投资”，会擦出怎样的火花？\n近日，在美国散户著名聚集地“Reddit”等网站上，关于讨论阿里巴巴的帖子热度升温。有人喊话“加仓”，有人表示“等待买点信号出现”，还有人用格雷厄姆投资策略分析阿里的财务状况，认为“目前的股价可能是十年一次的机会。”\n此外，在京东披露半年报后，有“女版巴菲特”之称的“木头姐”凯瑟琳·伍德所创立的ARK基金，旗下的太空科技主题ETF (ARKX)于当地时间8月23日买入了超过16万股的京东ADR，合计约1200万美元。值得注意是，“木头姐”7月底接受媒体采访时曾透露，几乎已清仓中概股。如今，她在短时间对中概股态度却发生了转变。\n在近期中概股互联网公司股价跌跌不休之际，已有大量海外散户甚至是机构投资者认为阿里巴巴、腾讯等公司股价“极具吸引力”，并已经开始了抄底行动，甚至有机构发行新基金专门投向A股或港股市场。\n中概股“黄金坑”已至？在过去的一周，在美上市的中概股股价平均涨幅近8%，大幅跑赢同期A股股指，更有多个明星公司涨幅超20%。有机构投资者坦言：“几个月来，我第一次非常倾向于成为中国科技股的长期投资者。”\n中概股回温\n今年以来，受对冲基金爆仓、反垄断等因素影响，在美上市的中概股日子并不好过，不少明星公司股价持续走弱，甚至遭遇腰斩。据券商中国记者统计，在纳入统计的285只中概股中，年初至今的最大平均跌幅约为58.5%，新东方、高途集团股价最大跌幅分别为99%和98.4%，15家公司股价跌幅超90%。\n但随着市场对政策的解读逐渐乐观，以及部分等互联网公司披露了较为乐观的半年报，中概股在上周出现了集体回暖，有233只实现周内上涨，占比超8成，平均涨幅达到7.86%。个股来看，图森未来本周涨逾47%，雾芯科技、欢聚均涨逾30%，拼多多、京东均涨逾20%。\n\n京东此前披露上半年业绩数据显示：上半年公司收入4569亿元，同比增长32%，归属股东利润44.11亿元，同比减少75%。其中，二季度实现营收2538亿元，同比增长26.2%，高于彭博此前预期的2477亿元；归属股东净利润为7.94亿元，低于彭博预期的23.25亿元，主要原因是股权激励费用同比增加14亿元。半年报公布后，当日美股大涨14.44%，同系股票亦有可观涨幅。当日京东健康大涨14.50%；京东物流上涨7.21%。\n美国著名投资机构方舟投资管理公司 (ARK invest)在京东业绩发布后购买了其股票，数据显示，Ark旗下的Autonomous Technology&Robotics ETF（代码ARKQ）8月23日买进了京东的美国存托凭证，合计约1200万美元。该机构创始人凯瑟琳·伍德透露，该基金对中国企业进行了梳理，目前正整合在百货、物流及制造业公司的仓位，“物流是京东业务的重要组成部分。”\n凯瑟琳·伍德8月24日在接受彭博采访时表示，她对中国的看法是乐观的，而不是悲观：“从长远来看，我对中国并不悲观，我认为这是一个非常具有创业精神的社会。中国政府正在制定更多的规章制度，但我不认为其想要阻止增长和进步。”\n近期外资机构大手笔“抄底”\nAmber Hill Capital Ltd的资产管理总监 Jackson Wong表示：“我们看到市场上有很多对于中概股的抄底行动，其中包括对腾讯和阿里巴巴的大手笔买入。”\nVanda Research在上周三的一份报告中表示，近期美国散户“抢购”阿里巴巴，使其成为上周一美国市场被购入量最多的一只股票，也导致了中国公司在美国的存托凭证（ADR）净购买超过4亿美元。\n华兴资本公司交易员Andy Maynard认为：“几个月来，我第一次非常倾向于成为中国科技股的长期投资者。” \n此外，一些投资者在抛售期间趁机买入。Aberdeen Standard Investments的资深基金经理Hugh Young本月早些时候表示，他的公司已经开始买入腾讯，并保持其大部分其他科技股仓位不变。\n而合计管理超过730亿美元的投资公司William Blair Investment Management则于最近推出了一只共同基金投资于中国市场。据了解，该基金由将由公司全球股票团队的Casey Preyss和Vivian Lin Thurston共同管理，将至少80%的资产投资于A股、港股以及ADR、GDR等。该公司合伙人 Robert Duwa表示。“自1990年代中期以来，中国一直是我们全球股票配置不可或缺的一部分。”\n在桥水基金二季度报告中可以发现，截至二季度末，该基金持有至少37家中国公司的股份，合计市值约12亿美元，并在二季度增持了13家公司，包括雾芯科技、哔哩哔哩、腾讯音乐等。截至6月30日，阿里巴巴、拼多多、京东、蔚来和百度以7.19亿美元的总市值位列前五。桥水基金创始人达利欧日前在领英发文指出：中国的政策行动方向从未改变：即支持资本市场、企业家精神和对外开放投资的快速稳定发展。\n\n以格雷厄姆投资策略衡量阿里巴巴\n在著名的美国散户聚集地Reddit论坛中，近期关于阿里巴巴股票的讨论也愈发热闹，有投资者直言，目前公司股价““极具吸引力””。\n还有一名格雷厄姆“信徒”发帖表示，现在市场符合格雷厄姆/防御性投资者标准的股票屈指可数， “（格雷厄姆投资策略）在过去20到30年里一直奏效。因此，对于我们许多人来说，阿里巴巴目前的股价可能是十年一次的机会。”\n有意思的是，一家位于美国里士满的投资者公司TRG Investments，其截至二季度的资产管理组合中，“全仓”了阿里巴巴的美股ADR，持股量为115.65万股，约合1.84亿美元。\n\nSeeking Alpha网站分析师Victor Dergunov对阿里的股价给出了颇为乐观的期望：预计阿里巴巴明年的盈利为11.80美元/股，即使股价仅为20倍的净收益倍数，股价也将达到236美元，这相当于未来一年半的回报率约为 40%。\n他表示，而在更为乐观的情况下，如果让阿里巴巴在下一个财年末估值达到22倍，股价据目前将有55%的增幅潜力至260美元左右。“即便如此，与美国科技公司股票的估值相比，这仍将是一个非常便宜的价格。”","news_type":1,"symbols_score_info":{"JD":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":2412,"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":9,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":5690719,"commentId":"5690719","gmtCreate":1630298418043,"gmtModify":1663233099348,"authorId":3577327897505026,"author":{"id":3577327897505026,"idStr":"3577327897505026","authorId":3577327897505026,"name":"CMChai100","avatar":"https://static.tigerbbs.com/b87825ca6f540c3da0cd40e2b277a88d","vip":1,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":811361996,"objectIdStr":"811361996","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"都让外人赚翻了…..","text":"都让外人赚翻了…..","html":"都让外人赚翻了…..","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}