4亿美元抄底中概股，美国散户：“全仓买入阿里”！

中国证券报2021-08-29

面对近期跌幅明显的中概股，已有资金开始抄底。中证君近日注意到，在美国散户聚集地“Reddit”等网站上，关于讨论阿里巴巴的帖子热度升温。有人喊话“加仓”，有人表示“等待买点信号出现”，还有人称“阿里巴巴到了全仓买入的最佳时间”。 Cathie Wood所创立的ARK基金旗下的太空科技主题ETF （ARKX）于当地时间8月23日买入了超过16万股的京东ADR，扭转了7月底以来连续抛售的态势。美国...

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Comments

海星辰
2021-08-30
海星辰
來抄底老虎
中国ChinaATM
2021-08-29
中国ChinaATM
買入
清清小河边
2021-08-29
清清小河边
假新聞
喜利005
2021-08-29
喜利005
好
- Gnehnusee:
  ?
AdelineLing
2021-08-29
AdelineLing
又來，哈哈
和我一起成长
2021-08-29
和我一起成长
阿里真的還可以拿嗎？我已經心涼涼了。

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（ARKX）于当地时间8月23日买入了超过16万股的京东ADR，扭转了7月底以来连续抛售的态势。\nWind数据显示，追踪98只中概股走势的纳斯达克金龙中国指数在过去6个月间重挫近40%。但受投资者逢低买入推动，该指数当地时间8月24日大涨8.03%，本周累计涨幅为9.23%。\n\n来源：Wind\n不少中概股也在本周迎来强劲反弹。据Wind数据，美股市场上的285只中概股中，有232只本周实现上涨，占比超8成。热门中概股中，图森未来本周涨逾47%，雾芯科技、欢聚均涨逾30%，拼多多、京东均涨逾20%。\n\n来源：Wind\n中概互联网巨头有望引领反弹\n分析人士称，抄底资金开始行动的背后，是机构对中概股、尤其是中概互联网巨头后市反弹的看好。\n高盛集团首席亚太股票策略师Timothy Moe指出，受消息面影响，中概股可能保持较大波动 ，但市场恐慌情绪已在股价上有所反映。其回归分析表明，基于纳斯达克金龙中国指数2012年低点画出的3个标准差通道，指数下行空间已经缩小。该指数目前在通道中间以下两个标准差的地方，前3次触及低点时，指数都在这个位置反弹。\nTimothy Moe进一步指出，通过对相对强弱指标（RSI）的分析可知，纳斯达克金龙中国指数已经超卖，而历史显示重返40的关口是做多的信号。自2009年以来，每当单周RSI反弹至40以上，指数通常表现不俗，13周的平均报酬率可达11.5%。\nFirst Shanghai Securities策略师Linus Yip表示，尽管投资者仍然担心潜在的宏观风险，但京东等公司的业绩表现“在一定程度上抵消了一些担忧”。其表示，如果投资者想持有6个月或更长时间，现在这些大型互联网公司的估值看起来很有吸引力。\nAmber HillCapital Ltd资管总监监Jackson Wong表示，目前市场出现大量的抄底资金，同时他们更加偏好于购买像腾讯和阿里巴巴那样的中国互联网巨头。并指出，那些今年跌的最多的互联网公司或将引领一波反弹。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":811926934,"gmtCreate":1630285118028,"gmtModify":1676530256254,"author":{"id":"3557309240677406","authorId":"3557309240677406","name":"海星辰","avatar":"https://static.tigerbbs.com/516c3206ce72ee8a8f229024e23323ea","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3557309240677406","authorIdStr":"3557309240677406"},"htmlText":"來抄底老虎","listText":"來抄底老虎","text":"來抄底老虎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/811926934","repostId":2163079987,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":813548011,"gmtCreate":1630219546233,"gmtModify":1676530246346,"author":{"id":"3584867430360256","authorId":"3584867430360256","name":"中国ChinaATM","avatar":"https://static.tigerbbs.com/bd214125064b4d25501bb48cef2fb529","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":5,"crmLevelSwitch":0,"idStr":"3584867430360256","authorIdStr":"3584867430360256"},"htmlText":"買入","listText":"買入","text":"買入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/813548011","repostId":2163079987,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":813265714,"gmtCreate":1630205991838,"gmtModify":1676530243268,"author":{"id":"3465646018806075","authorId":"3465646018806075","name":"清清小河边","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3465646018806075","authorIdStr":"3465646018806075"},"htmlText":"假新聞","listText":"假新聞","text":"假新聞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/813265714","repostId":2163079987,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":813268248,"gmtCreate":1630205823084,"gmtModify":1676530243179,"author":{"id":"3581913878123660","authorId":"3581913878123660","name":"喜利005","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581913878123660","authorIdStr":"3581913878123660"},"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/813268248","repostId":2163079987,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5681139,"gmtCreate":1630207125487,"gmtModify":1663233056243,"authorId":3572057606547842,"author":{"id":3572057606547842,"idStr":"3572057606547842","authorId":3572057606547842,"name":"Gnehnusee","avatar":"https://static.tigerbbs.com/2d7451bae30652109027611b94e0a24a","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":813268248,"type":1,"supId":0,"prevId":0,"content":"?","text":"?","html":"?"}],"langContent":"CN"},{"id":813286319,"gmtCreate":1630205126231,"gmtModify":1676530242947,"author":{"id":"3586607851629362","authorId":"3586607851629362","name":"AdelineLing","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3586607851629362","authorIdStr":"3586607851629362"},"htmlText":"又來，哈哈","listText":"又來，哈哈","text":"又來，哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/813286319","repostId":2163079987,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":813281537,"gmtCreate":1630205049229,"gmtModify":1676530242909,"author":{"id":"3570785151777611","authorId":"3570785151777611","name":"和我一起成长","avatar":"https://static.tigerbbs.com/6593d7bbd7b4389a340efec1020c5a2e","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":4,"crmLevelSwitch":1,"idStr":"3570785151777611","authorIdStr":"3570785151777611"},"htmlText":"阿里真的還可以拿嗎？我已經心涼涼了。","listText":"阿里真的還可以拿嗎？我已經心涼涼了。","text":"阿里真的還可以拿嗎？我已經心涼涼了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/813281537","repostId":2163079987,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":93,"commentSize":8,"repostSize":0,"favoriteSize":1,"like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