看多中国股票！击败93%同行的基金经理：阿里和腾讯等大型科技股太便宜了_老虎社区_美港股上老虎

看多中国股票！击败93%同行的基金经理：阿里和腾讯等大型科技股太便宜了

智通财经2023-06-07

智通财经APP获悉，景顺太平洋基金(英国)经理Tony Roberts表示，中国公司“在某些领域提供了相当不错的价值和收益”，阿里巴巴(09988)和腾讯(00700)等公司专注于为股东提供回报。他表示，阿里巴巴和腾讯等中国大型科技公司的股价“太便宜了”。Roberts表示，自2022年1月以来，该基金一直增持中国股票，其立场反映了其中国内地和香港股票的持仓。他表示，随着阿里巴巴股价走软，该基金...

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发了个达啊
·2023-06-08
看多做空，都是些老6
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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看多中国股票！击败93%同行的基金经理：阿里和腾讯等大型科技股太便宜了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-07 14:35 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/941900.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，景顺太平洋基金(英国)经理Tony Roberts表示，中国公司“在某些领域提供了相当不错的价值和收益”，阿里巴巴(09988)和腾讯(00700)等公司专注于为股东提供回报。他表示，阿里巴巴和腾讯等中国大型科技公司的股价“太便宜了”。Roberts表示，自2022年1月以来，该基金一直增持中国股票，其立场反映了其中国内地和香港股票的持仓。他表示，随着阿里巴巴股价走软，该基金...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/941900.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","BK1609":"ChatGPT概念","TCEHY":"腾讯控股ADR","LU0417516571.SGD":"Allianz Oriental Income Cl AT Acc SGD","BK1502":"双十一","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","BK1501":"阿里概念股","BK1249":"综合零售","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","09988":"阿里巴巴-W","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","IE0008368742.USD":"首域中国增长基金I Acc","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0173614495.USD":"富达中国焦点A","BK1142":"互联网与直销零售","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0048597586.USD":"富达亚洲焦点A","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","00700":"腾讯控股","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0320764243.SGD":"FTIF - Templeton Emerging Markets A Acc SGD","BK1588":"回港中概股","LU0084288322.USD":"Natixis Asia Equity RD USD","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","BK1610":"ETF&股票定投概念","BK1526":"科网股","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","BK1095":"互动媒体与服务","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","BK1575":"同股不同权","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0072462343.USD":"贝莱德亚洲巨龙基金","BK1516":"腾讯概念","BK4077":"互动媒体与服务","LU0080751232.USD":"富达环球多元动力基金A","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","03086":"华夏纳指","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","BK1591":"就地过年概念"},"source_url":"http://www.zhitongcaijing.com/content/detail/941900.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2341823854","content_text":"智通财经APP获悉，景顺太平洋基金(英国)经理Tony Roberts表示，中国公司“在某些领域提供了相当不错的价值和收益”，阿里巴巴(09988)和腾讯(00700)等公司专注于为股东提供回报。他表示，阿里巴巴和腾讯等中国大型科技公司的股价“太便宜了”。Roberts表示，自2022年1月以来，该基金一直增持中国股票，其立场反映了其中国内地和香港股票的持仓。他表示，随着阿里巴巴股价走软，该基金今年增持了阿里巴巴股票，目前该股约占其总持股的2.3%。中国科技股表现优于大盘Roberts表示，阿里巴巴和腾讯“似乎已经从成长型股票转变为价值型股票”。根据Bloomberg汇编的数据，景顺太平洋基金在过去三年的回报率为8.9%，超过了93%的同行。文件显示，截至4月底，该基金拥有2.407亿英镑(2.99亿美元)的资产。在阿里巴巴和腾讯开始将人工智能系统整合到自己的产品中之后，Roberts期望人工智能热潮能提振这两家公司的股票。估值也变得更具吸引力，阿里巴巴的市净率为10倍，腾讯为19倍，而恒生科技指数为24倍。","news_type":1,"symbols_score_info":{"03086":1,"09988":0.9,"00700":1,"TCEHY":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}