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旁边睡着抢地方的兔子

旁边睡着抢地方的兔子

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旁边睡着抢地方的兔子

2021-08-05

$好未来(TAL)$8月各地验收成果，必定导致大量卖出，挺住

旁边睡着抢地方的兔子

2021-08-04

$新东方(EDU)$大家讨论下自己的观点，容我感受一下！一来，我个人认为股价已经最低，再低也不会低到哪里。二来，就算股价溢价百倍，从200跌到2块，还有什么可以溢的。三来，中国自古就是应试教育的国度，你想要改变？请问别人疯狂努力，你却期待国家给你一个985，221上？别傻了，教育不可能退市，毕竟学校内的教育怎么可能承载所有的学业！这次的双减并不是遏制教育机构的发展，而是政策的需要以及逼迫教育机构的自我变革而已！疫情期间，以前是教室课堂，现在是网络讲座！一个道理，哪里缺失了教育机构的身影？

旁边睡着抢地方的兔子

2021-06-15

参与老虎的第一次，希望可以开门红！

旁边睡着抢地方的兔子

2021-06-15

参与老虎的第一次，希望可以开门红！

旁边睡着抢地方的兔子

2021-06-02

年化百分之20，很难吗？

高毅邓晓峰吸金“落锤”，试水百亿体量，新资金枕戈达旦，重仓思路盘点

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10:44","market":"sh","language":"zh","title":"高毅邓晓峰吸金“落锤”，试水百亿体量，新资金枕戈达旦，重仓思路盘点","url":"https://stock-news.laohu8.com/highlight/detail?id=2140998467","media":"华尔街见闻","summary":"大比例投资上游资源品、新材料","content":"<p>继东方红启恒发出爆款基金后，前几日盛传遭遇资金“追逐”的高毅资产邓晓峰，今天也交出满意募资答卷。</p><p>来自渠道消息，从上周开始预热的“高毅晓峰沣泽系列集合资金信托计划”今日完成募集，预计募集资金100亿。</p><p>高毅晓峰沣泽产品预期封闭期为三年，但这依然没有阻挡高净值客户认购热情。</p><p>资事堂了解到，6月1日早间各渠道的高毅晓峰产品已经被一抢而光。其实早在5月26日各大银行、券商就向高净值客户展开了预约，而且首日预约额度就超过100亿元，实际上已经超过产品预计募集上限。6月1日的秒光主要是上周预约客户的缴款动作。</p><p>“五·一”长假后，主动权益类产品销售明显趋热，而邓晓峰新产品的募集结果，为这个正在复苏的热潮，添上了重重的“注脚”。</p><p><b>30分钟内“秒杀”</b></p><p>2020年年中，邓晓峰首只三年期封闭基金“上架”，当时的募集上限规模仅50亿元，被一抢而光。</p><p>当时正值邓晓峰管理的首只私募产品“五周年”，五年的年化收益超过20%。这种业绩在当时市道受到追捧并不奇怪。</p><p>但本次邓晓峰新产品的募集规模达到100亿元，市场表现也不比去年，依然旺销，出人意料。</p><p>此前资事堂已经关注到，5月26日，各大渠道的理财经理就开始为客户争抢高毅晓峰新产品的额度，预约量迅速出现“秒光”，全渠道预约额度迅速超百亿规模。</p><p>当时一家头部<a href=\"https://laohu8.com/S/PVTB\">私人银行</a>提前给理财经理“吹风”，内部通知“5月26号上午9点30分预约，可能出现抢约秒光的情况，尽早预约。”</p><p>6月1日，拿到预约额度的高净值客户，通过所在代销渠道进行正式申购。据渠道反馈，今早整个申购流程“仅”持续30分钟就宣告结束。</p><p><b>百亿体量募资</b></p><p>从近两年的发行来看，高毅对管理规模的控制较为苛刻，从规模上控量以保证基金经理的发挥。</p><p>如上文所述，去年邓晓峰的三年期产品募集规模为50亿元，而本次高毅进行“百亿体量发行”。</p><p>值得一提的是，邓晓峰在高毅资产内部接纳的资金比较多元，除了国内高净值客户资金，还有海外机构投资者的资金。</p><p>截至目前，高毅资产亦受托管理挪威政府养老金、加拿大年金计划、中东主权财富基金等多个机构投资者布局A股的资金。</p><p><b>邓晓峰重仓思路</b></p><p>邓晓峰在最新路演中指出：现在不是全面牛市之后的紧缩，更多是市场结构性的表现。A股总体流动性充足，每天的成交量都是在8000亿-1万亿之间。未来即使资金面收紧，总体流动性可能不如以前宽裕，如果部分行业表现好，实际盈利能够持续超预期，相关个股容易实现正收益。</p><p>路演中，邓晓峰还透露了投资组合特点，包括增加上游资源品、原材料、细分制造业的公司；增加信息技术行业；关注汽车行业的公司，以及制造业的工业企业和能源行业。</p><p>截至今年一季度末，邓晓峰的产品总计出现在19家上市公司的十大流通股东中，合计持仓市值超100亿元。</p><p>重仓市值位列首位的是<a href=\"https://laohu8.com/S/601899\">紫金矿业</a>，合计持股数量为6.3亿股，期末持仓市值为60亿元。位列第二和第三的重仓股是<a href=\"https://laohu8.com/S/000960\">锡业股份</a>和<a href=\"https://laohu8.com/S/002180\">纳思达</a>，期末持仓市值分别为6亿元和5亿元。</p><p>实际上，邓晓峰对上游资源品、新材料的投资非常重视。截至一季度末，他还持有<a href=\"https://laohu8.com/S/600489\">中金黄金</a>、<a href=\"https://laohu8.com/S/002532\">天山铝业</a>、<a href=\"https://laohu8.com/S/002149\">西部材料</a>、<a href=\"https://laohu8.com/S/300034\">钢研高纳</a>、<a href=\"https://laohu8.com/S/605123\">派克新材</a>。</p>","source":"wallstreetcn_api","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>高毅邓晓峰吸金“落锤”，试水百亿体量，新资金枕戈达旦，重仓思路盘点</title>\n<style 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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高毅邓晓峰吸金“落锤”，试水百亿体量，新资金枕戈达旦，重仓思路盘点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-02 10:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3631854><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>继东方红启恒发出爆款基金后，前几日盛传遭遇资金“追逐”的高毅资产邓晓峰，今天也交出满意募资答卷。来自渠道消息，从上周开始预热的“高毅晓峰沣泽系列集合资金信托计划”今日完成募集，预计募集资金100亿。高毅晓峰沣泽产品预期封闭期为三年，但这依然没有阻挡高净值客户认购热情。资事堂了解到，6月1日早间各渠道的高毅晓峰产品已经被一抢而光。其实早在5月26日各大银行、券商就向高净值客户展开了预约，而且首日预约...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3631854\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4a10424fe3b1f29e8d28fdc0dc474e86","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://wallstreetcn.com/articles/3631854","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2140998467","content_text":"继东方红启恒发出爆款基金后，前几日盛传遭遇资金“追逐”的高毅资产邓晓峰，今天也交出满意募资答卷。来自渠道消息，从上周开始预热的“高毅晓峰沣泽系列集合资金信托计划”今日完成募集，预计募集资金100亿。高毅晓峰沣泽产品预期封闭期为三年，但这依然没有阻挡高净值客户认购热情。资事堂了解到，6月1日早间各渠道的高毅晓峰产品已经被一抢而光。其实早在5月26日各大银行、券商就向高净值客户展开了预约，而且首日预约额度就超过100亿元，实际上已经超过产品预计募集上限。6月1日的秒光主要是上周预约客户的缴款动作。“五·一”长假后，主动权益类产品销售明显趋热，而邓晓峰新产品的募集结果，为这个正在复苏的热潮，添上了重重的“注脚”。30分钟内“秒杀”2020年年中，邓晓峰首只三年期封闭基金“上架”，当时的募集上限规模仅50亿元，被一抢而光。当时正值邓晓峰管理的首只私募产品“五周年”，五年的年化收益超过20%。这种业绩在当时市道受到追捧并不奇怪。但本次邓晓峰新产品的募集规模达到100亿元，市场表现也不比去年，依然旺销，出人意料。此前资事堂已经关注到，5月26日，各大渠道的理财经理就开始为客户争抢高毅晓峰新产品的额度，预约量迅速出现“秒光”，全渠道预约额度迅速超百亿规模。当时一家头部私人银行提前给理财经理“吹风”，内部通知“5月26号上午9点30分预约，可能出现抢约秒光的情况，尽早预约。”6月1日，拿到预约额度的高净值客户，通过所在代销渠道进行正式申购。据渠道反馈，今早整个申购流程“仅”持续30分钟就宣告结束。百亿体量募资从近两年的发行来看，高毅对管理规模的控制较为苛刻，从规模上控量以保证基金经理的发挥。如上文所述，去年邓晓峰的三年期产品募集规模为50亿元，而本次高毅进行“百亿体量发行”。值得一提的是，邓晓峰在高毅资产内部接纳的资金比较多元，除了国内高净值客户资金，还有海外机构投资者的资金。截至目前，高毅资产亦受托管理挪威政府养老金、加拿大年金计划、中东主权财富基金等多个机构投资者布局A股的资金。邓晓峰重仓思路邓晓峰在最新路演中指出：现在不是全面牛市之后的紧缩，更多是市场结构性的表现。A股总体流动性充足，每天的成交量都是在8000亿-1万亿之间。未来即使资金面收紧，总体流动性可能不如以前宽裕，如果部分行业表现好，实际盈利能够持续超预期，相关个股容易实现正收益。路演中，邓晓峰还透露了投资组合特点，包括增加上游资源品、原材料、细分制造业的公司；增加信息技术行业；关注汽车行业的公司，以及制造业的工业企业和能源行业。截至今年一季度末，邓晓峰的产品总计出现在19家上市公司的十大流通股东中，合计持仓市值超100亿元。重仓市值位列首位的是紫金矿业，合计持股数量为6.3亿股，期末持仓市值为60亿元。位列第二和第三的重仓股是锡业股份和纳思达，期末持仓市值分别为6亿元和5亿元。实际上，邓晓峰对上游资源品、新材料的投资非常重视。截至一季度末，他还持有中金黄金、天山铝业、西部材料、钢研高纳、派克新材。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":890050516,"gmtCreate":1628069135535,"gmtModify":1628083891775,"author":{"id":"3584934904460324","authorId":"3584934904460324","name":"旁边睡着抢地方的兔子","avatar":"https://static.tigerbbs.com/34c813fed5ca29ce0abb2edd13fc8592","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a>8月各地验收成果，必定导致大量卖出，挺住","listText":"<a href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a>8月各地验收成果，必定导致大量卖出，挺住","text":"$好未来(TAL)$8月各地验收成果，必定导致大量卖出，挺住","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/899831306","isVote":1,"tweetType":1,"viewCount":2481,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3485945928347506","authorId":"3485945928347506","name":"见好就收吧","avatar":"https://static.tigerbbs.com/813fb83d78183424c6070f70efe78abf","crmLevel":6,"crmLevelSwitch":0},"content":"怎么挺？我也不敢买呀！","text":"怎么挺？我也不敢买呀！","html":"怎么挺？我也不敢买呀！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":113870288,"gmtCreate":1622606512744,"gmtModify":1622607104003,"author":{"id":"3584934904460324","authorId":"3584934904460324","name":"旁边睡着抢地方的兔子","avatar":"https://static.tigerbbs.com/34c813fed5ca29ce0abb2edd13fc8592","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"年化百分之20，很难吗？","listText":"年化百分之20，很难吗？","text":"年化百分之20，很难吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/113870288","repostId":"2140998467","repostType":4,"isVote":1,"tweetType":1,"viewCount":1328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":187192238,"gmtCreate":1623745426024,"gmtModify":1623745426024,"author":{"id":"3584934904460324","authorId":"3584934904460324","name":"旁边睡着抢地方的兔子","avatar":"https://static.tigerbbs.com/34c813fed5ca29ce0abb2edd13fc8592","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"参与老虎的第一次，希望可以开门红！","listText":"参与老虎的第一次，希望可以开门红！","text":"参与老虎的第一次，希望可以开门红！","images":[{"img":"https://static.tigerbbs.com/e9ce6a14835304e5e80f16f71f1336ea","width":"1242","height":"2208"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187192238","isVote":1,"tweetType":1,"viewCount":1109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":187193956,"gmtCreate":1623745293575,"gmtModify":1623745293575,"author":{"id":"3584934904460324","authorId":"3584934904460324","name":"旁边睡着抢地方的兔子","avatar":"https://static.tigerbbs.com/34c813fed5ca29ce0abb2edd13fc8592","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"参与老虎的第一次，希望可以开门红！","listText":"参与老虎的第一次，希望可以开门红！","text":"参与老虎的第一次，希望可以开门红！","images":[{"img":"https://static.tigerbbs.com/e9ce6a14835304e5e80f16f71f1336ea","width":"1242","height":"2208"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187193956","isVote":1,"tweetType":1,"viewCount":1186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0}],"lives":[]}