景顺长城新兴成长披露2021年年报刘彦春：保持耐心价值总会回归

智通财经2022-03-31

智通财经APP获悉，3月28日，顶流基金经理刘彦春旗下景顺长城新兴成长披露了2021年年度报告。除四季报已知的前十大重仓股外，该基金的隐形重仓股也值得关注，包括山西汾酒(600809.SH)、晨光文具(603899.SH)、伊利股份(600887.SH)、泰格医药(300347.SZ)、爱尔眼科(300015.SZ)、海天味业(603288.SH)、长春高新(000661.SZ)、恒瑞医药(...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2223356600?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2022-03-31 14:50","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2223356600","market":"sh","top_or_hot":-1,"title":"景顺长城新兴成长披露2021年年报 刘彦春：保持耐心 价值总会回归","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，3月28日，顶流基金经理刘彦春旗下景顺长城新兴成长披露了2021年年度报告。除四季报已知的前十大重仓股外，该基金的隐形重仓股也值得关注，包括山西汾酒(600809.SH)、晨光文具(603899.SH)、伊利股份(600887.SH)、泰格医药(300347.SZ)、爱尔眼科(300015.SZ)、海天味业(603288.SH)、长春高新(000661.SZ)、恒瑞医药(...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/693630.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","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>景顺长城新兴成长披露2021年年报 刘彦春：保持耐心 价值总会回归</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\">\n景顺长城新兴成长披露2021年年报 刘彦春：保持耐心 价值总会回归\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-31 14:50 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/693630.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，3月28日，顶流基金经理刘彦春旗下景顺长城新兴成长披露了2021年年度报告。除四季报已知的前十大重仓股外，该基金的隐形重仓股也值得关注，包括山西汾酒(600809.SH)、晨光文具(603899.SH)、伊利股份(600887.SH)、泰格医药(300347.SZ)、爱尔眼科(300015.SZ)、海天味业(603288.SH)、长春高新(000661.SZ)、恒瑞医药(...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/693630.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"300015","symbol_name":"爱尔眼科","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/693630.html","article_id":"2223356600","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2223356600","pubTimestamp":1648709413,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，3月28日，顶流基金经理刘彦春旗下景顺长城新兴成长披露了2021年年度报告。刘彦春在年报中表示，保持耐心，价值总会回归。从跨周期到逆周期，从外需拉动到提振内需，边际景气将不再稀缺，资金趋于分散，市场风格将重新平衡。更何况，随着逆周期政策逐渐发力，周期下行有望结束并迎来向上拐点，众多行业将迎来景气反转。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"300015":"爱尔眼科","300347":"泰格医药","600276":"恒瑞医药","600809":"山西汾酒","600887":"伊利股份","603288":"海天味业","603317":"天味食品","603605":"珀莱雅","603658":"安图生物","603899":"晨光股份","002507":"涪陵榨菜","000661":"长春高新"},"translate_title":"Jing Shun Great Wall Emerging Growth Disclosure 2021 Annual Report Liu Yanchun: Maintaining Patience Value Will Always Return","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300015":1,"300347":1,"600276":1,"600809":1,"600887":1,"603288":1,"603317":1,"603605":1,"603658":1,"603899":1,"000661":1,"002507":1},"content_text":"智通财经APP获悉，3月28日，顶流基金经理刘彦春旗下景顺长城新兴成长披露了2021年年度报告。除四季报已知的前十大重仓股外，该基金的隐形重仓股也值得关注，包括山西汾酒(600809.SH)、晨光文具(603899.SH)、伊利股份(600887.SH)、泰格医药(300347.SZ)、爱尔眼科(300015.SZ)、海天味业(603288.SH)、长春高新(000661.SZ)、恒瑞医药(600276.SH)、珀莱雅(603605.SH)、天味食品(603317.SH)、安图生物(603658.SH)、涪陵榨菜(002507.SZ)等。刘彦春在年报中表示，保持耐心，价值总会回归。新冠疫情对各产业影响差异显著，部分产业链供需关系阶段性失衡，叠加能耗双控政策导致的供给收缩，产业链中下游环节成本压力显著提高。受政策鼓励的新能源相关领域是少有的高景气行业。从跨周期到逆周期，从外需拉动到提振内需，边际景气将不再稀缺，资金趋于分散，市场风格将重新平衡。那些短期逆风的优秀公司已经极具投资价值。短期景气波动阶段性影响投资者风险偏好，对公司内在价值影响实际上微乎其微。更何况，随着逆周期政策逐渐发力，周期下行有望结束并迎来向上拐点，众多行业将迎来景气反转。长、短期逻辑共振的行业与公司在新的一年里有望迎来良好表现。 投资最困难的阶段已经过去。","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":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"claudebot","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2223356600"}

景顺长城新兴成长披露2021年年报 刘彦春：保持耐心 价值总会回归

精彩评论

景顺长城新兴成长披露2021年年报刘彦春：保持耐心价值总会回归