私募魔女李蓓已出手抄底，A股当前踏空风险大于被套风险_老虎社区_美港股上老虎

私募魔女李蓓已出手抄底，A股当前踏空风险大于被套风险

华尔街见闻2022-10-12

今年来对大势判断准确的李蓓，或已开始动手抄底A股。李蓓在最新发给持有人的报告中称，9月末开始她逐步抄底A股，虽然市场仍存在进一步下跌空间，但当前踏空的风险已经大于被套的风险，值得左侧逐渐入场。李蓓还态度积极地表示：后续（A股）市场的潜在下跌空间已经非常有限，由于当前市场情绪悲观，基本面底有可能提前出现。李蓓是内地私募业界少有的兼具“专业”和“流量”的明星人物。她语言率直、立场鲜明、敢说敢言、专业...

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。

我不是一个人在亏
·2022-10-12
基金派出的炮灰，苦肉计
回复
点赞
举报
晚风欲雪
·2022-10-12
年化50个点的牛人
回复
点赞
举报
蓝白红黑的间条衫
·2022-10-12
你可真能YY自嗨！👽👽👽
回复
点赞
举报
股神拉菲特吃腰子
·2022-10-12
单边下行要正三角建仓，越买越多避免熊市初期买入过多，成本过高浮亏过大最终底部割肉！单边上涨要倒三角减持，越高越卖，避免卖的太早影响盈利！
回复
12
举报
跟着队长一起走
·2022-10-12
亏的太多了，准备清仓
回复
1
举报
jakeyren
·2022-10-12
😂😂😂你也说了是私募你细品
回复
点赞
举报
Emi大河马
·2022-10-12
没事她用的反正不是自己的钱
回复
点赞
举报
于山水
·2022-10-12
2021年春节，所有人都在鼓吹经济打好，然后一顿跌！
回复
点赞
举报
抢菜抢菜抢菜
·2022-10-12
显而易见，踏空风险在增大，但是不是底部还不好说，建议金字塔式建仓
回复
1
举报
boluo613
·2022-10-12
死叉下面一直叉下去的操作, 营商环境越来越嚎的情况下,各位业余散户都不能的愚蠢操作,出现在专业的基金经理操作中, 越看越像笑话‌[捂脸] ‌
回复
5
举报

热议股票

7x24

全部

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2274571145?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/fb2ed00ac5de2097917e40947bc4a36a","is_english":false,"pubTime":"2022-10-12 07:54","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2274571145","market":"sh","top_or_hot":-1,"title":"私募魔女李蓓已出手抄底，A股当前踏空风险大于被套风险","media":"华尔街见闻","content":"<div>\n<p>今年来对大势判断准确的李蓓，或已开始动手抄底A股。李蓓在最新发给持有人的报告中称，9月末开始她逐步抄底A股，虽然市场仍存在进一步下跌空间，但当前踏空的风险已经大于被套的风险，值得左侧逐渐入场。李蓓还态度积极地表示：后续（A股）市场的潜在下跌空间已经非常有限，由于当前市场情绪悲观，基本面底有可能提前出现。李蓓是内地私募业界少有的兼具“专业”和“流量”的明星人物。她语言率直、立场鲜明、敢说敢言、专业...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3672114\">网页链接</a>\n\n</div>\n","source":"wallstreetcn_api","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>私募魔女李蓓已出手抄底，A股当前踏空风险大于被套风险</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私募魔女李蓓已出手抄底，A股当前踏空风险大于被套风险\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-12 07:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3672114><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年来对大势判断准确的李蓓，或已开始动手抄底A股。李蓓在最新发给持有人的报告中称，9月末开始她逐步抄底A股，虽然市场仍存在进一步下跌空间，但当前踏空的风险已经大于被套的风险，值得左侧逐渐入场。李蓓还态度积极地表示：后续（A股）市场的潜在下跌空间已经非常有限，由于当前市场情绪悲观，基本面底有可能提前出现。李蓓是内地私募业界少有的兼具“专业”和“流量”的明星人物。她语言率直、立场鲜明、敢说敢言、专业...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3672114\">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":"000001.SH","symbol_name":"上证指数","start_time":0,"source_url":"https://wallstreetcn.com/articles/3672114","article_id":"2274571145","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/fb2ed00ac5de2097917e40947bc4a36a"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2274571145","pubTimestamp":1665532450,"sourceInfo":{"source_id":"wallstreetcn_api","name":"华尔街见闻"},"weMediaInfo":null,"summary":"投资逻辑值得回味。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"000001.SH":"上证指数"},"translate_title":"Li Bei, a private placement witch, has made a bargain-hunting, and the current risk of A shares is greater than the quilt cover risk","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/09097d93a1fa5704b3bdc1c00e265f49","symbols_score_info":{"000001.SH":0.9},"content_text":"今年来对大势判断准确的李蓓，或已开始动手抄底A股。李蓓在最新发给持有人的报告中称，9月末开始她逐步抄底A股，虽然市场仍存在进一步下跌空间，但当前踏空的风险已经大于被套的风险，值得左侧逐渐入场。李蓓还态度积极地表示：后续（A股）市场的潜在下跌空间已经非常有限，由于当前市场情绪悲观，基本面底有可能提前出现。李蓓是内地私募业界少有的兼具“专业”和“流量”的明星人物。她语言率直、立场鲜明、敢说敢言、专业背景突出。她尤其善于从宏观波动中寻找投资机会。她曾就职于交银施罗德基金，后在私募机构泓湖投资合伙人、投资总监，2015年发起创立宏观策略的半夏投资，目前受托管理规模超过50亿元。现在要警惕踏空的风险李蓓在落款日期为2022年10月10日的基金月报中指出：旗下基金9月初的股票类(个股+期货+期权)仓位为个位数，但9月末开始逐步抄底加仓。她透露了年内基金操作的细节：4-5月参与阶段性的A股反弹后，从6月开始重新降低了A股仓位，等待机会。7月到9月A股再度大幅下跌。但7月-9月的A股下跌中，（半夏投资）选择轻仓躲避风险，而没有做空，预判这是A股两年弱市的最后一波下跌。9月末开始，半夏投资逐步抄底A股。虽然当时知道市场依然处于左侧，但是，当前踏空的风险已经大于被套的风险，值得左侧逐渐入场。A股牛市将现李蓓还从五个维度阐述了新一轮A股牛市的投资逻辑：第一，从估值来看，当前A股市场各主要指数，无论以PE，PB，还是风险溢价衡量，都已经处于历史最低估值区间附近，即便下跌到历史最低估值，也仅有10%左右的下跌空间。第二、从情绪来看，当前私募基金仓位仅50%多，处于历史最低水平附近，保险公司股票仓位也在历史低位附近。机构情绪低迷。散户情绪同样低迷，融资余额和融资买入占比，都跌破4月低点。第三，从流动性角度，国内货币增速持续走高，利率维持低位。中国实现了非常难得的一点：货币政策的自主性。不用被迫跟随美国加息，兑一篮子货币的汇率，依然保持了稳定。因为货币政策和利率自主，资产价格就有了自主性的可能，不用跟着美国跌。第四，企业盈利的下滑正在兑现，三季度很有可能就是基本面最差的阶段，是盈利最差的一个单季度业绩。也就是利空正在出尽。第五，美国本轮衰退，大概率以软着陆形式实现，需求不会大幅下滑。国内消费地产的双重企稳回升，足以抵消出口下滑的影响。新一轮朱格拉周期将启动李蓓还指出：过去的十年是制造业投资增速长期大幅下行，制造业去杠杆完成的十年。这也就意味着未来的十年，中国制造业有了更好的起点和基础，将会迎来新的一轮朱格拉周期，也就是产能投资周期。她预期，随着本轮地产的调整逐步结束，在欧美经济的衰退兑现后，中美欧等经济体的总需求会企稳。到时新兴市场的需求会带动全球总需求再次进入新的上升周期，后者也会带动企业盈利进入新的上升周期。","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":666853184,"gmtCreate":1665564957548,"gmtModify":1665565482902,"author":{"id":"3529127508401626","authorId":"3529127508401626","name":"我不是一个人在亏","avatar":"https://static.tigerbbs.com/d3b54b48c890ec332a8741e3a50d691d","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"基金派出的炮灰，苦肉计","listText":"基金派出的炮灰，苦肉计","text":"基金派出的炮灰，苦肉计","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666853184","repostId":2274571145,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":666882264,"gmtCreate":1665551959858,"gmtModify":1665552243475,"author":{"id":"3493038001318309","authorId":"3493038001318309","name":"晚风欲雪","avatar":"https://static.tigerbbs.com/1eeeef29b53734a52f55f2712ef9c938","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"&nbsp;年化50个点的牛人","listText":"&nbsp;年化50个点的牛人","text":"年化50个点的牛人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666882264","repostId":2274571145,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":666881444,"gmtCreate":1665549763688,"gmtModify":1665549765846,"author":{"id":"3546057439648684","authorId":"3546057439648684","name":"蓝白红黑的间条衫","avatar":"https://static.tigerbbs.com/64ded5db61c69b7abc937bc62d16afdd","vip":1,"crmLevel":1,"crmLevelSwitch":1},"htmlText":"你可真能YY自嗨！👽👽👽","listText":"你可真能YY自嗨！👽👽👽","text":"你可真能YY自嗨！👽👽👽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666881444","repostId":2274571145,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":666881129,"gmtCreate":1665549403161,"gmtModify":1665549404771,"author":{"id":"3515451102493620","authorId":"3515451102493620","name":"股神拉菲特吃腰子","avatar":"https://static.tigerbbs.com/99139e604c71cfd0bc81fad7abd5c178","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"单边下行要正三角建仓，越买越多避免熊市初期买入过多，成本过高浮亏过大最终底部割肉！单边上涨要倒三角减持，越高越卖，避免卖的太早影响盈利！","listText":"单边下行要正三角建仓，越买越多避免熊市初期买入过多，成本过高浮亏过大最终底部割肉！单边上涨要倒三角减持，越高越卖，避免卖的太早影响盈利！","text":"单边下行要正三角建仓，越买越多避免熊市初期买入过多，成本过高浮亏过大最终底部割肉！单边上涨要倒三角减持，越高越卖，避免卖的太早影响盈利！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666881129","repostId":2274571145,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":666881938,"gmtCreate":1665549376724,"gmtModify":1665549378350,"author":{"id":"3479771273726972","authorId":"3479771273726972","name":"跟着队长一起走","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/eec1894d24f295622b8891594288edf1","crmLevel":2,"crmLevelSwitch":1},"htmlText":"亏的太多了，准备清仓","listText":"亏的太多了，准备清仓","text":"亏的太多了，准备清仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666881938","repostId":2274571145,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":666883663,"gmtCreate":1665549191153,"gmtModify":1665549194992,"author":{"id":"3518650108167249","authorId":"3518650108167249","name":"jakeyren","avatar":"https://static.tigerbbs.com/2643fc41b1dd69245f5f6c99f63e6299","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"😂😂😂你也说了是私募&nbsp; 你细品&nbsp;&nbsp;","listText":"😂😂😂你也说了是私募&nbsp; 你细品&nbsp;&nbsp;","text":"😂😂😂你也说了是私募 你细品","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666883663","repostId":2274571145,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":666883142,"gmtCreate":1665549010786,"gmtModify":1665549014085,"author":{"id":"3567054322552038","authorId":"3567054322552038","name":"Emi大河马","avatar":"https://static.tigerbbs.com/457003a4c01002072ad5a3d1f8a0e6de","vip":1,"crmLevel":2,"crmLevelSwitch":1},"htmlText":"没事 她用的反正不是自己的钱","listText":"没事 她用的反正不是自己的钱","text":"没事 她用的反正不是自己的钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666883142","repostId":2274571145,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":666889090,"gmtCreate":1665548751910,"gmtModify":1665550986092,"author":{"id":"3533105607817712","authorId":"3533105607817712","name":"于山水","avatar":"https://static.tigerbbs.com/9ee805e3383a3d9790d1443f470df613","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"2021年春节，所有人都在鼓吹经济打好，然后一顿跌！","listText":"2021年春节，所有人都在鼓吹经济打好，然后一顿跌！","text":"2021年春节，所有人都在鼓吹经济打好，然后一顿跌！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666889090","repostId":2274571145,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":666880633,"gmtCreate":1665548402122,"gmtModify":1665548403544,"author":{"id":"4094264306111180","authorId":"4094264306111180","name":"抢菜抢菜抢菜","avatar":"https://static.tigerbbs.com/d88e7e981b45f31b1e854316995c1089","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"显而易见，踏空风险在增大，但是不是底部还不好说，建议金字塔式建仓","listText":"显而易见，踏空风险在增大，但是不是底部还不好说，建议金字塔式建仓","text":"显而易见，踏空风险在增大，但是不是底部还不好说，建议金字塔式建仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666880633","repostId":2274571145,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":666880901,"gmtCreate":1665548164603,"gmtModify":1665550905771,"author":{"id":"3569806649777366","authorId":"3569806649777366","name":"boluo613","avatar":"https://static.tigerbbs.com/76878c45deee1566c2a4439d15dcd0b5","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"死叉下面一直叉下去的操作, 营商环境越来越嚎的情况下,各位业余散户都不能的愚蠢操作,出现在专业的基金经理操作中, 越看越像笑话‌<a href=\"\">[捂脸]&nbsp;</a>‌","listText":"死叉下面一直叉下去的操作, 营商环境越来越嚎的情况下,各位业余散户都不能的愚蠢操作,出现在专业的基金经理操作中, 越看越像笑话‌<a href=\"\">[捂脸]&nbsp;</a>‌","text":"死叉下面一直叉下去的操作, 营商环境越来越嚎的情况下,各位业余散户都不能的愚蠢操作,出现在专业的基金经理操作中, 越看越像笑话‌[捂脸] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666880901","repostId":2274571145,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":17,"commentSize":0,"repostSize":0,"favoriteSize":15,"likeStatus":false,"favoriteStatus":false}}