高毅邓晓峰、冯柳捕获Q2大牛股！也有百亿私募重仓股大跌

中国证券报2022-06-04

数据显示，二季度以来近六成百亿私募隐形重仓股下跌。其中，医药生物行业的隐形重仓股跌幅居前。有百亿私募损失惨重，一只重仓股就带来了约1亿元的浮亏。不过，高毅邓晓峰、冯柳以及少数派投资等，捕获二季度的大牛股。邓晓峰重仓股大涨47.59%二季度以来，尤其是进入5月之后，A股市场呈现出反弹趋势，汽车、军工、新能源等反弹幅度较大。一些百亿私募一季度末的隐形重仓股，也取得了不俗的表现。其中，私募大佬高毅邓晓峰...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

SKEr
2022-06-04
SKEr
Gh
LOOI KIAN LIANG
2022-06-04
LOOI KIAN LIANG
[害羞] [害羞] [害羞]
cy8
2022-06-04
cy8
Ok
Kellytan
2022-06-04
Kellytan
Ok

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1158395460?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/ebb146d9df27844cb787ad545c50986d","is_english":false,"pubTime":"2022-06-04 10:43","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1158395460","market":"sh","top_or_hot":-1,"title":"高毅邓晓峰、冯柳捕获Q2大牛股！也有百亿私募重仓股大跌","media":"中国证券报","content":"<div>\n<p>数据显示，二季度以来近六成百亿私募隐形重仓股下跌。其中，医药生物行业的隐形重仓股跌幅居前。有百亿私募损失惨重，一只重仓股就带来了约1亿元的浮亏。不过，高毅邓晓峰、冯柳以及少数派投资等，捕获二季度的大牛股。邓晓峰重仓股大涨47.59%二季度以来，尤其是进入5月之后，A股市场呈现出反弹趋势，汽车、军工、新能源等反弹幅度较大。一些百亿私募一季度末的隐形重仓股，也取得了不俗的表现。其中，私募大佬高毅邓晓峰...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/JAuEj7sSmF7NsgaNhB_VcQ\">Source Link</a>\n\n</div>\n","source":"zgzqb","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、冯柳捕获Q2大牛股！也有百亿私募重仓股大跌</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高毅邓晓峰、冯柳捕获Q2大牛股！也有百亿私募重仓股大跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-04 10:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/JAuEj7sSmF7NsgaNhB_VcQ><strong>中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>数据显示，二季度以来近六成百亿私募隐形重仓股下跌。其中，医药生物行业的隐形重仓股跌幅居前。有百亿私募损失惨重，一只重仓股就带来了约1亿元的浮亏。不过，高毅邓晓峰、冯柳以及少数派投资等，捕获二季度的大牛股。邓晓峰重仓股大涨47.59%二季度以来，尤其是进入5月之后，A股市场呈现出反弹趋势，汽车、军工、新能源等反弹幅度较大。一些百亿私募一季度末的隐形重仓股，也取得了不俗的表现。其中，私募大佬高毅邓晓峰...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/JAuEj7sSmF7NsgaNhB_VcQ\">Source Link</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://mp.weixin.qq.com/s/JAuEj7sSmF7NsgaNhB_VcQ","article_id":"1158395460","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/ebb146d9df27844cb787ad545c50986d"],"rights":{"source":"zgzqb","url":"https://mp.weixin.qq.com/s/JAuEj7sSmF7NsgaNhB_VcQ","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1158395460","pubTimestamp":1654310619,"columns":[],"sourceInfo":{"source_id":"zgzqb","name":"中国证券报"},"weMediaInfo":null,"summary":"数据显示，二季度以来近六成百亿私募隐形重仓股下跌。其中，医药生物行业的隐形重仓股跌幅居前。有百亿私募损失惨重，一只重仓股就带来了约1亿元的浮亏。不过，高毅邓晓峰、冯柳以及少数派投资等，捕获二季度的大牛","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数","02333":"长城汽车","BND":"债券指数ETF-Vanguard美国"},"translate_title":"Gao Yi Deng Xiaofeng and Feng Liu captured Q2 big cattle stocks! There are also tens of billions of private equity Awkwardness stocks that have fallen sharply","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/f4f479245d451a879bb160a9356de911","symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9,"02333":0.9,"BND":0.9,"TNmain":0.9,"UBmain":0.9,"ZBmain":0.9,"ZFmain":0.9,"ZNmain":0.9,"ZTmain":0.9},"content_text":"数据显示，二季度以来近六成百亿私募隐形重仓股下跌。其中，医药生物行业的隐形重仓股跌幅居前。有百亿私募损失惨重，一只重仓股就带来了约1亿元的浮亏。不过，高毅邓晓峰、冯柳以及少数派投资等，捕获二季度的大牛股。邓晓峰重仓股大涨47.59%二季度以来，尤其是进入5月之后，A股市场呈现出反弹趋势，汽车、军工、新能源等反弹幅度较大。一些百亿私募一季度末的隐形重仓股，也取得了不俗的表现。其中，私募大佬高毅邓晓峰，就捕获了一只大牛股华秦科技。资料显示，华秦科技成立于1992年，在今年3月初上市，是一家主要从事特种功能材料的军工企业，业务包括隐身材料、伪装材料及防护材料的研发、生产和销售，产品主要应用于重大国防武器装备如飞机、主战坦克、舰船、导弹等。Wind数据显示，一季度末，邓晓峰管理的高毅晓峰2号致信基金和高毅晓峰鸿远集合资金信托计划分别位列华秦科技的第二和第三大流通股东，分别持有86万股和76万股。二季度以来，华秦科技大涨47.59%。高毅旗下另一位私募大佬冯柳管理的高毅邻山1号远望基金，也有一只隐形重仓股龙软科技二季度以来上涨33.18%。龙软科技是一家专注于煤矿基础地理信息系统与专业应用软件开发与销售的煤炭智能开采厂商。高毅邻山1号远望基金自2021年三季度首次进入龙软科技前十大流通股东之列，持股100万股，并一直持有，期间龙软科技股价经历了不小的波动。冯柳管理的高毅邻山1号远望基金的另一只隐形重仓股容知日新，是一家专注于工业互联网领域的工业设备智能运维商。自2021年三季度上市以来披露的定期报告显示，高毅邻山1号远望基金一直是该公司的第一大流通股东。二季度以来，该股上涨超过30%。此外，百亿私募少数派投资、玄元投资和宁波宁聚的隐形重仓股冰川网络，二季度以来实现了48.89%的涨幅。玄元投资重仓的建筑材料公司祁连山，二季度以来上涨了29.01%。邓晓峰持有的爱博医疗、源乐晟持有的明月镜片、清和泉持有的立中集团、盘京投资持有的兰花科创，二季度以来都实现了超过20%的涨幅。近六成隐形重仓股下跌不过，几家欢喜几家愁，有一些百亿私募二季度被隐形重仓股大幅拖累。百亿私募重仓的三只医药生物股普利制药、振东制药和诚达药业，二季度以来跌幅居前，分别下跌37.54%、33.82%和29.66%。其中，一季度末，盘京投资旗下的盛信2期私募证券投资基金重仓普利制药396万股，慎知资产更是重仓该公司近610万股。若二季度没有减持，则两家公司二季度以来在该股票上分别浮亏约6000万和1亿元。整体来看，第三方平台统计的116只百亿私募隐形重仓股中，二季度以来有48只上涨，接近六成下跌。不过，展望后市，不少机构表达了乐观的态度。清和泉资本表示，5月市场受疫情消退、稳增长政策加码、美债冲高回落等影响向上修复。市场经过系统性调整后，悲观情绪得到较大程度释放，相应的市场投资机会越来越多。源乐晟表示，A股市场大概率已经触底，将慢慢走出情绪底部。具体到行业上，首选需求不受疫情影响或在疫情好转后需求可以快速恢复高增长的板块，如光伏、风电、部分制造业等。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9059863616,"gmtCreate":1654331612135,"gmtModify":1676535433024,"author":{"id":"3581892856246833","authorId":"3581892856246833","name":"SKEr","avatar":"https://static.tigerbbs.com/25b655ef0ab4e530787c041a4c580922","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581892856246833","authorIdStr":"3581892856246833"},"htmlText":"Gh","listText":"Gh","text":"Gh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059863616","repostId":1158395460,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9059173765,"gmtCreate":1654317157657,"gmtModify":1676535431492,"author":{"id":"4092121755473130","authorId":"4092121755473130","name":"LOOI KIAN LIANG","avatar":"https://community-static.tradeup.com/news/2f46d7310de2ab006105ade9ab8718cd","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":0,"idStr":"4092121755473130","authorIdStr":"4092121755473130"},"htmlText":"[害羞]&nbsp;[害羞]&nbsp;[害羞]&nbsp;","listText":"[害羞]&nbsp;[害羞]&nbsp;[害羞]&nbsp;","text":"[害羞] [害羞] [害羞]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059173765","repostId":1158395460,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9059140242,"gmtCreate":1654315553686,"gmtModify":1676535431121,"author":{"id":"3581664796192339","authorId":"3581664796192339","name":"cy8","avatar":"https://static.tigerbbs.com/77e0b4689f72344b9882519e0991e43e","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3581664796192339","authorIdStr":"3581664796192339"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059140242","repostId":1158395460,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9059181801,"gmtCreate":1654311540403,"gmtModify":1676535430086,"author":{"id":"3586591951932367","authorId":"3586591951932367","name":"Kellytan","avatar":"https://static.tigerbbs.com/49d9e5c19d9d4908b66f605e189b42b6","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3586591951932367","authorIdStr":"3586591951932367"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059181801","repostId":1158395460,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":62,"commentSize":4,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.4","shortVersion":"4.29.4","platform":"web","vendor":"web","appName":"ttm","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/1158395460"}