抄底中概股！芒格看上阿里，“女版巴菲特”加仓百度

上海证券报2021-04-07

巴菲特老搭档查理·芒格建仓买入阿里巴巴、“女版巴菲特” 凯瑟琳·伍德加仓百度、京东……趁着中概股异常下跌，华尔街大佬们正忙着抄底中概股。 “女版巴菲特”持续加仓百度被称为“女版巴菲特”的凯瑟琳·伍德一直保持着对中概股的高度关注。近期，在部分中概股股价大幅下降之际，凯瑟琳·伍德却在悄悄加仓。与巴菲特不同，凯瑟琳·伍德专注于前沿科技领域。目前，凯瑟琳·伍德一手掌管的ARK产品中有五个主动基金：...

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精彩评论

CeciliaGuan
2021-04-09
CeciliaGuan
两位大佬加仓，那是因为他们不在中国吧
anna72
2021-04-08
anna72
幸好卖掉了，赚了一点
阿麦小乔
2021-04-08
阿麦小乔
跌跌不休
云里梦里飞
2021-04-08
云里梦里飞
他们没尝过社会主义铁拳吧
hhyw
2021-04-08
hhyw
百度百度😁😁
SunnyLeo
2021-04-08
SunnyLeo
加油加油

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Journal持有5只股票，总价值1.97亿美元。除阿里巴巴外，该公司还持有富国银行、美国银行、浦项制铁和美国合众银行的股份，这些持仓自2020年底以来一直没有变化。\n去年年底以来，阿里巴巴股价持续大跌。外界认为，查理·芒格建仓的时机大概率是在阿里巴巴大跌之后，抄底意图较为明显。\n安山资本有限公司（Amber Hill Capital Ltd.）资产管理总监杰克逊·黄（Jackson Wong）认为，目前阿里巴巴和腾讯仍是中国的重量级科技股，暂时还看不到有哪个公司可以撼动它们的地位。\n此前，芒格在Daily Journal的年度股东大会上表示看好中国。芒格认为，中国脱贫速度让他震惊。此外，中国的工厂自动化普及率高，中国已经迈入现代化国家行列。\n业内：中概股正在去泡沫\n今年，部分机构仓位调整引发的剧烈动荡使得中概股成为关注焦点。\n财经评论员郭施亮认为，经过了这一轮的快速下跌走势，部分中概股的估值泡沫发生了快速挤压的迹象，这或许只是市场去泡沫的一个演绎过程。\n2020年以来，中概股所面临的外部环境不确定有所增加，中概股回港股上市热度不减。中金公司认为，从长远发展角度考虑，外部压力不断增加会促使更多中概股选择回归以备不时之需，特别是考虑到较低的回归成本。\n“对于符合条件的中概股公司而言，二次上市对企业没有太多新增成本，同股同权、香港联系汇率制度也使得二次上市对美国上市主体的扰动最大限度降到最低，因此选择回归都不啻为一个‘百利而无一害’的后备方案。”中金称。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[{"id":346004601,"gmtCreate":1617971093703,"gmtModify":1617971093703,"author":{"id":"3482833057107673","authorId":"3482833057107673","name":"CeciliaGuan","avatar":"https://static.tigerbbs.com/788bd54b7d7fc33375ad4552f096a324","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"两位大佬加仓，那是因为他们不在中国吧","listText":"两位大佬加仓，那是因为他们不在中国吧","text":"两位大佬加仓，那是因为他们不在中国吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346004601","repostId":1101500877,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":341528729,"gmtCreate":1617841721361,"gmtModify":1634296229517,"author":{"id":"3566662447106860","authorId":"3566662447106860","name":"anna72","avatar":"https://static.tigerbbs.com/58a404652b2513d95a7e23abfe71926e","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"幸好卖掉了，赚了一点","listText":"幸好卖掉了，赚了一点","text":"幸好卖掉了，赚了一点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341528729","repostId":1101500877,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":341514638,"gmtCreate":1617840195724,"gmtModify":1634296250710,"author":{"id":"3573267026077628","authorId":"3573267026077628","name":"阿麦小乔","avatar":"https://static.tigerbbs.com/234561fa04246ad0d2b52dbc39a5b523","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"跌跌不休","listText":"跌跌不休","text":"跌跌不休","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341514638","repostId":1101500877,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":341537534,"gmtCreate":1617839572628,"gmtModify":1634296257459,"author":{"id":"3568431359478653","authorId":"3568431359478653","name":"云里梦里飞","avatar":"https://static.tigerbbs.com/db96756ff214a0066bf8ab2c997583b0","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"他们没尝过社会主义铁拳吧","listText":"他们没尝过社会主义铁拳吧","text":"他们没尝过社会主义铁拳吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341537534","repostId":1101500877,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":341500775,"gmtCreate":1617837913697,"gmtModify":1634296280485,"author":{"id":"3561544476596136","authorId":"3561544476596136","name":"hhyw","avatar":"https://static.tigerbbs.com/62f8a12108672917c80685184f331b6f","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"百度百度😁😁","listText":"百度百度😁😁","text":"百度百度😁😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341500775","repostId":1101500877,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":341259975,"gmtCreate":1617835474997,"gmtModify":1634296302450,"author":{"id":"3574831020474056","authorId":"3574831020474056","name":"SunnyLeo","avatar":"https://static.tigerbbs.com/141e6a3a9725451bfd426b0bdbb68be5","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"加油加油","listText":"加油加油","text":"加油加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341259975","repostId":1101500877,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":46,"commentSize":0,"repostSize":0,"favoriteSize":6,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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