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vanhan
2023-11-18
$MISSFRESH LTD SPON ADS EACH REP 90 ORD SHS(POST SPLIT)(MFLTF)$
wtf！
vanhan
2023-02-13
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vanhan
2022-11-16
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腾讯音乐三季度营收73.65亿元，超过预期
vanhan
2021-05-11
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vanhan
2021-01-28
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vanhan
2021-01-21
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vanhan
2021-01-15
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盘前异动：拼多多遭央视“劝退”！重挫逾5%
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17:11","market":"us","language":"zh","title":"腾讯音乐三季度营收73.65亿元，超过预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1131931411","media":"老虎资讯综合","summary":"Q3 净利润（亿元）：10.61，预期：8.55，前值：7.4。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>2022年Q3 营收（亿元）：<b>73.65，</b>预期：70.63，前值：78.05。</p><p>Q3 净利润（亿元）：<b>10.61，</b>预期：8.55，前值：7.4。</p><p>Q3 ADS：<b>¥0.66，</b>预期：¥0.46，预期：¥0.46。</p><p>第三季度在线音乐移动月活数为5.87亿，上年同期为6.36亿，同比减少7.7%。</p><p>第三季度在线音乐支付用户8530万，上年同期7120万，同比增长19.8%。</p><p>第三季度在线音乐服务收入从2021年同期的28.9亿元增加到34.3亿元，同比增长了18.8%。</p><p>截至发稿，<a href=\"https://laohu8.com/S/00700\">腾讯</a>音乐盘前涨7.87%。</p><p><img src=\"https://static.tigerbbs.com/f2feb02b69799be284f17a45beb05869\" tg-width=\"450\" tg-height=\"439\" referrerpolicy=\"no-referrer\"/></p></body></html>","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>腾讯音乐三季度营收73.65亿元，超过预期</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; 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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腾讯音乐三季度营收73.65亿元，超过预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-11-15 17:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>2022年Q3 营收（亿元）：<b>73.65，</b>预期：70.63，前值：78.05。</p><p>Q3 净利润（亿元）：<b>10.61，</b>预期：8.55，前值：7.4。</p><p>Q3 ADS：<b>¥0.66，</b>预期：¥0.46，预期：¥0.46。</p><p>第三季度在线音乐移动月活数为5.87亿，上年同期为6.36亿，同比减少7.7%。</p><p>第三季度在线音乐支付用户8530万，上年同期7120万，同比增长19.8%。</p><p>第三季度在线音乐服务收入从2021年同期的28.9亿元增加到34.3亿元，同比增长了18.8%。</p><p>截至发稿，<a href=\"https://laohu8.com/S/00700\">腾讯</a>音乐盘前涨7.87%。</p><p><img src=\"https://static.tigerbbs.com/f2feb02b69799be284f17a45beb05869\" tg-width=\"450\" tg-height=\"439\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/43f9c28a89ee807c03e7c639a3677608","relate_stocks":{"01698":"腾讯音乐-SW","TME":"腾讯音乐"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131931411","content_text":"腾讯音乐2022年Q3 营收（亿元）：73.65，预期：70.63，前值：78.05。Q3 净利润（亿元）：10.61，预期：8.55，前值：7.4。Q3 ADS：¥0.66，预期：¥0.46，预期：¥0.46。第三季度在线音乐移动月活数为5.87亿，上年同期为6.36亿，同比减少7.7%。第三季度在线音乐支付用户8530万，上年同期7120万，同比增长19.8%。第三季度在线音乐服务收入从2021年同期的28.9亿元增加到34.3亿元，同比增长了18.8%。截至发稿，腾讯音乐盘前涨7.87%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193040649,"gmtCreate":1620741724281,"gmtModify":1704347708785,"author":{"id":"3567765491811758","authorId":"3567765491811758","name":"vanhan","avatar":"https://static.tigerbbs.com/84ecd75caad1237e6b3e86c83ef1720f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567765491811758","authorIdStr":"3567765491811758"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193040649","repostId":"2134065207","repostType":2,"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":311230279,"gmtCreate":1611797316491,"gmtModify":1704863637916,"author":{"id":"3567765491811758","authorId":"3567765491811758","name":"vanhan","avatar":"https://static.tigerbbs.com/84ecd75caad1237e6b3e86c83ef1720f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567765491811758","authorIdStr":"3567765491811758"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/311230279","repostId":"1179944377","repostType":4,"isVote":1,"tweetType":1,"viewCount":660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":337742224,"gmtCreate":1611217984068,"gmtModify":1704858823742,"author":{"id":"3567765491811758","authorId":"3567765491811758","name":"vanhan","avatar":"https://static.tigerbbs.com/84ecd75caad1237e6b3e86c83ef1720f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567765491811758","authorIdStr":"3567765491811758"},"themes":[],"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/337742224","repostId":"1152343939","repostType":2,"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":334836772,"gmtCreate":1610724143796,"gmtModify":1704985931239,"author":{"id":"3567765491811758","authorId":"3567765491811758","name":"vanhan","avatar":"https://static.tigerbbs.com/84ecd75caad1237e6b3e86c83ef1720f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567765491811758","authorIdStr":"3567765491811758"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/334836772","repostId":"1127238876","repostType":4,"repost":{"id":"1127238876","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1610702729,"share":"https://ttm.financial/m/news/1127238876?lang=&edition=fundamental","pubTime":"2021-01-15 17:25","market":"us","language":"zh","title":"盘前异动：拼多多遭央视“劝退”！重挫逾5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1127238876","media":"老虎资讯综合","summary":"1月15日，美国三大股指期货小幅下挫，截至发稿，道指期货跌0.33%；标普500指数期货跌0.28%；纳斯达克100指数期货跌0.06%。美股大麻股盘前走高拼多多盘前跌超5%，市传拼多多已于近期退出与","content":"<p>1月15日，美国三大股指期货小幅下挫，截至发稿，道指期货跌0.33%；标普500指数期货跌0.28%；纳斯达克100指数期货跌0.06%。</p><p><img src=\"https://static.tigerbbs.com/19a59bcb78070c0479e8df9927c980d2\" tg-width=\"497\" tg-height=\"190\"></p><p>美股大麻股盘前走高</p><p><img src=\"https://static.tigerbbs.com/9c03128ae106e398514477e2a34ed842\" tg-width=\"497\" tg-height=\"250\"></p><p><a href=\"https://laohu8.com/S/PDD\">拼多多</a>盘前跌超5%，市传<a href=\"https://laohu8.com/S/PDD\">拼多多</a>已于近期退出与央视春晚的红包合作项目。</p><p><img src=\"https://static.tigerbbs.com/d25278d535166d86cf5506700d66a5fc\" tg-width=\"1302\" tg-height=\"833\"></p><p>次新股<a href=\"https://laohu8.com/S/AFRM\">Affirm</a>、<a href=\"https://laohu8.com/S/POSH\">Poshmark</a>盘前走高</p><p><img src=\"https://static.tigerbbs.com/b0790a70979184a78eea2aed023ef70a\" tg-width=\"1302\" tg-height=\"833\"><img src=\"https://static.tigerbbs.com/f07e28464c6e731d4521331037cdaef2\" tg-width=\"1302\" tg-height=\"833\"></p><p><a href=\"https://laohu8.com/S/BB\">黑莓</a>盘前涨超22%，华为收购黑莓90项智能手机技术专利，大多数与安全有关。</p><p><img src=\"https://static.tigerbbs.com/c7459d2b29549f60be98b2a6519b30a7\" tg-width=\"1302\" tg-height=\"833\"></p>","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>盘前异动：拼多多遭央视“劝退”！重挫逾5%</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; 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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盘前异动：拼多多遭央视“劝退”！重挫逾5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-01-15 17:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1月15日，美国三大股指期货小幅下挫，截至发稿，道指期货跌0.33%；标普500指数期货跌0.28%；纳斯达克100指数期货跌0.06%。</p><p><img src=\"https://static.tigerbbs.com/19a59bcb78070c0479e8df9927c980d2\" tg-width=\"497\" tg-height=\"190\"></p><p>美股大麻股盘前走高</p><p><img src=\"https://static.tigerbbs.com/9c03128ae106e398514477e2a34ed842\" tg-width=\"497\" tg-height=\"250\"></p><p><a href=\"https://laohu8.com/S/PDD\">拼多多</a>盘前跌超5%，市传<a href=\"https://laohu8.com/S/PDD\">拼多多</a>已于近期退出与央视春晚的红包合作项目。</p><p><img src=\"https://static.tigerbbs.com/d25278d535166d86cf5506700d66a5fc\" tg-width=\"1302\" tg-height=\"833\"></p><p>次新股<a href=\"https://laohu8.com/S/AFRM\">Affirm</a>、<a href=\"https://laohu8.com/S/POSH\">Poshmark</a>盘前走高</p><p><img src=\"https://static.tigerbbs.com/b0790a70979184a78eea2aed023ef70a\" tg-width=\"1302\" tg-height=\"833\"><img src=\"https://static.tigerbbs.com/f07e28464c6e731d4521331037cdaef2\" tg-width=\"1302\" tg-height=\"833\"></p><p><a href=\"https://laohu8.com/S/BB\">黑莓</a>盘前涨超22%，华为收购黑莓90项智能手机技术专利，大多数与安全有关。</p><p><img src=\"https://static.tigerbbs.com/c7459d2b29549f60be98b2a6519b30a7\" tg-width=\"1302\" tg-height=\"833\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127238876","content_text":"1月15日，美国三大股指期货小幅下挫，截至发稿，道指期货跌0.33%；标普500指数期货跌0.28%；纳斯达克100指数期货跌0.06%。美股大麻股盘前走高拼多多盘前跌超5%，市传拼多多已于近期退出与央视春晚的红包合作项目。次新股Affirm、Poshmark盘前走高黑莓盘前涨超22%，华为收购黑莓90项智能手机技术专利，大多数与安全有关。","news_type":1},"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":337742224,"gmtCreate":1611217984068,"gmtModify":1704858823742,"author":{"id":"3567765491811758","authorId":"3567765491811758","name":"vanhan","avatar":"https://static.tigerbbs.com/84ecd75caad1237e6b3e86c83ef1720f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567765491811758","authorIdStr":"3567765491811758"},"themes":[],"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/337742224","repostId":"1152343939","repostType":2,"repost":{"id":"1152343939","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1611214661,"share":"https://ttm.financial/m/news/1152343939?lang=&edition=fundamental","pubTime":"2021-01-21 15:37","market":"us","language":"zh","title":"大和：蔚来商业模式具创新，予目标价100美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1152343939","media":"老虎资讯综合","summary":"1月21日讯，大和发表报告，看好蔚来汽车，重申买入评级，目标价上望100美元。\n\n\n该行相信蔚来未来能够凭藉其领先的NAD技术、搭建用户社区、创新的商业理念及模式（BaaS、ADaaS），进一步打入豪华汽车领域；且对蔚来未来销售及毛利看法乐观。大和认为BaaS模式降低购买门槛，得到用户青睐，且管理层对其未来的自动驾驶服务（ADaaS）实收率保持乐观，相信蔚来将与2022年首季会推出该项服务。大和强调蔚来以构建用户社区为导向，这有别于其他传统的整车厂，有助于提高用户的忠诚度，进一步树立品牌口碑，达到刺激新车销售的作用。","content":"<p>1月21日讯，大和发表报告，看好蔚来汽车，重申买入评级，目标价上望100美元。</p>\n<p>该行相信蔚来未来能够凭藉其领先的NAD技术、搭建用户社区、创新的商业理念及模式（BaaS、ADaaS），进一步打入豪华汽车领域；且对蔚来未来销售及毛利看法乐观。大和认为BaaS模式降低购买门槛，得到用户青睐，且管理层对其未来的自动驾驶服务（ADaaS）实收率保持乐观，相信蔚来将与2022年首季会推出该项服务。大和强调蔚来以构建用户社区为导向，这有别于其他传统的整车厂，有助于提高用户的忠诚度，进一步树立品牌口碑，达到刺激新车销售的作用。</p>\n<p><img src=\"https://static.tigerbbs.com/dfe674f2cbd5642d7e2f86c0702cfb03\" tg-width=\"840\" tg-height=\"470\"></p>","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\" 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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大和：蔚来商业模式具创新，予目标价100美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-01-21 15:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1月21日讯，大和发表报告，看好蔚来汽车，重申买入评级，目标价上望100美元。</p>\n<p>该行相信蔚来未来能够凭藉其领先的NAD技术、搭建用户社区、创新的商业理念及模式（BaaS、ADaaS），进一步打入豪华汽车领域；且对蔚来未来销售及毛利看法乐观。大和认为BaaS模式降低购买门槛，得到用户青睐，且管理层对其未来的自动驾驶服务（ADaaS）实收率保持乐观，相信蔚来将与2022年首季会推出该项服务。大和强调蔚来以构建用户社区为导向，这有别于其他传统的整车厂，有助于提高用户的忠诚度，进一步树立品牌口碑，达到刺激新车销售的作用。</p>\n<p><img src=\"https://static.tigerbbs.com/dfe674f2cbd5642d7e2f86c0702cfb03\" tg-width=\"840\" tg-height=\"470\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152343939","content_text":"1月21日讯，大和发表报告，看好蔚来汽车，重申买入评级，目标价上望100美元。\n该行相信蔚来未来能够凭藉其领先的NAD技术、搭建用户社区、创新的商业理念及模式（BaaS、ADaaS），进一步打入豪华汽车领域；且对蔚来未来销售及毛利看法乐观。大和认为BaaS模式降低购买门槛，得到用户青睐，且管理层对其未来的自动驾驶服务（ADaaS）实收率保持乐观，相信蔚来将与2022年首季会推出该项服务。大和强调蔚来以构建用户社区为导向，这有别于其他传统的整车厂，有助于提高用户的忠诚度，进一步树立品牌口碑，达到刺激新车销售的作用。","news_type":1},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":242591744467048,"gmtCreate":1700249936515,"gmtModify":1700249936563,"author":{"id":"3567765491811758","authorId":"3567765491811758","name":"vanhan","avatar":"https://static.tigerbbs.com/84ecd75caad1237e6b3e86c83ef1720f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567765491811758","authorIdStr":"3567765491811758"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MFLTF\">$MISSFRESH LTD SPON ADS EACH REP 90 ORD SHS(POST SPLIT)(MFLTF)$ </a>wtf！","listText":"<a href=\"https://laohu8.com/S/MFLTF\">$MISSFRESH LTD SPON ADS EACH REP 90 ORD SHS(POST SPLIT)(MFLTF)$ </a>wtf！","text":"$MISSFRESH LTD SPON ADS EACH REP 90 ORD SHS(POST SPLIT)(MFLTF)$ wtf！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/242591744467048","isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":625124497,"gmtCreate":1676301897020,"gmtModify":1676301897020,"author":{"id":"3567765491811758","authorId":"3567765491811758","name":"vanhan","avatar":"https://static.tigerbbs.com/84ecd75caad1237e6b3e86c83ef1720f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567765491811758","authorIdStr":"3567765491811758"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/625124497","repostId":"2310956980","repostType":2,"repost":{"id":"2310956980","pubTimestamp":1676172178,"share":"https://ttm.financial/m/news/2310956980?lang=&edition=fundamental","pubTime":"2023-02-12 11:22","market":"us","language":"zh","title":"秦力洪：蔚来150度电池包暑期上线 成本相当于一辆ET5","url":"https://stock-news.laohu8.com/highlight/detail?id=2310956980","media":"IT之家","summary":"IT之家 2 月 12 日消息，蔚来联合创始人、总裁秦力洪昨日的常州用户面对面活动中透露了一些新消息。对于呼声较高的 150 千瓦时电池，秦力洪表示暑期就可以用上，到时候会先进行为期两周的试验，之后将根据情况开放买断等政策。他还透露，150 千瓦时电池成本很高，成本相当于一辆 ET5。据秦力洪称，除了 EC7 和 ES8，蔚来今年上半年还将交付三款新车，做到发布即试驾交付，三个月做三次。","content":"<html><body><p>IT之家 2 月 12 日消息，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>联合创始人、总裁秦力洪昨日的常州用户面对面活动中透露了一些新消息。</p><p>对于呼声较高的 150 千瓦时电池，秦力洪表示暑期就可以用上，到时候会先进行为期两周的试验，之后将根据情况开放买断等政策。</p><p>他还透露，150 千瓦时电池成本很高，成本相当于一辆 ET5（75kWh 电池版整车 32.8 万元，租赁 25.8 万元）。</p><p><img src=\"https://x0.ifengimg.com/res/2023/3B51EFF38BF834C2F7E68A4C3E95C8FCD47AA389_size255_w1440_h810.jpg\"/></p><p>如果你购买<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>车型，可以在配置爱车时选择电池租用服务。已经支付大定但尚未锁单的用户，也可以进入配置器修改购买方式。选择电池租用服务的用户，仅需按月支付电池租用服务费即可，无需在购车时一次性买断动力电池包。</p><p><img src=\"https://x0.ifengimg.com/res/2023/E763DDFD3488C086EC41751A3EF5F2EBE681DEF0_size31_w918_h323.png\"/></p><p>IT之家曾报道，蔚来在 2021 年的成都 2020 NIO Day 上宣布正式推出 150kWh 电池包，使用固态电池，原计划在 2022 年第四季度开始交付。李斌表示，搭载该电池包的蔚来 ES8 续航里程将达到 730 公里，最高续航里程达到 910 公里。</p><p><img src=\"https://x0.ifengimg.com/res/2023/2330A513BC1D977EAD02BD5B9349EB064120872D_size757_w630_h7659.jpg\"/></p><p>据秦力洪称，除了 EC7 和 ES8，蔚来今年上半年还将交付三款新车，做到发布即试驾交付，三个月做三次。他认为，蔚来 ET7 目前还有很多不足的地方，比如后排的舒适性和便利性等，今年会得到解决。</p><p>此外，NOP + 辅助驾驶套件将于近期全面推送给用户，而 NAD 计划在今年晚些时候推出。</p></body></html>","source":"fenghuang_stock","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>秦力洪：蔚来150度电池包暑期上线 成本相当于一辆ET5</title>\n<style 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}\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秦力洪：蔚来150度电池包暑期上线 成本相当于一辆ET5\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-12 11:22 北京时间 <a href=https://tech.ifeng.com/c/8NLBg1jNyvv><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 2 月 12 日消息，蔚来联合创始人、总裁秦力洪昨日的常州用户面对面活动中透露了一些新消息。对于呼声较高的 150 千瓦时电池，秦力洪表示暑期就可以用上，到时候会先进行为期两周的试验，之后将根据情况开放买断等政策。他还透露，150 千瓦时电池成本很高，成本相当于一辆 ET5（75kWh 电池版整车 32.8 万元，租赁 25.8 万元）。如果你购买蔚来车型，可以在配置爱车时选择电池租用...</p>\n\n<a href=\"https://tech.ifeng.com/c/8NLBg1jNyvv\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159796":"电池","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4509":"腾讯概念","BK1588":"回港中概股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4526":"热门中概股","BK1119":"汽车制造商","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","NIO":"蔚来","NIO.SI":"蔚来","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4581":"高盛持仓","09866":"蔚来-SW","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓"},"source_url":"https://tech.ifeng.com/c/8NLBg1jNyvv","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2310956980","content_text":"IT之家 2 月 12 日消息，蔚来联合创始人、总裁秦力洪昨日的常州用户面对面活动中透露了一些新消息。对于呼声较高的 150 千瓦时电池，秦力洪表示暑期就可以用上，到时候会先进行为期两周的试验，之后将根据情况开放买断等政策。他还透露，150 千瓦时电池成本很高，成本相当于一辆 ET5（75kWh 电池版整车 32.8 万元，租赁 25.8 万元）。如果你购买蔚来车型，可以在配置爱车时选择电池租用服务。已经支付大定但尚未锁单的用户，也可以进入配置器修改购买方式。选择电池租用服务的用户，仅需按月支付电池租用服务费即可，无需在购车时一次性买断动力电池包。IT之家曾报道，蔚来在 2021 年的成都 2020 NIO Day 上宣布正式推出 150kWh 电池包，使用固态电池，原计划在 2022 年第四季度开始交付。李斌表示，搭载该电池包的蔚来 ES8 续航里程将达到 730 公里，最高续航里程达到 910 公里。据秦力洪称，除了 EC7 和 ES8，蔚来今年上半年还将交付三款新车，做到发布即试驾交付，三个月做三次。他认为，蔚来 ET7 目前还有很多不足的地方，比如后排的舒适性和便利性等，今年会得到解决。此外，NOP + 辅助驾驶套件将于近期全面推送给用户，而 NAD 计划在今年晚些时候推出。","news_type":1},"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":667300417,"gmtCreate":1668541353244,"gmtModify":1676538072004,"author":{"id":"3567765491811758","authorId":"3567765491811758","name":"vanhan","avatar":"https://static.tigerbbs.com/84ecd75caad1237e6b3e86c83ef1720f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567765491811758","authorIdStr":"3567765491811758"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/667300417","repostId":"1131931411","repostType":2,"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193040649,"gmtCreate":1620741724281,"gmtModify":1704347708785,"author":{"id":"3567765491811758","authorId":"3567765491811758","name":"vanhan","avatar":"https://static.tigerbbs.com/84ecd75caad1237e6b3e86c83ef1720f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567765491811758","authorIdStr":"3567765491811758"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193040649","repostId":"2134065207","repostType":2,"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":311230279,"gmtCreate":1611797316491,"gmtModify":1704863637916,"author":{"id":"3567765491811758","authorId":"3567765491811758","name":"vanhan","avatar":"https://static.tigerbbs.com/84ecd75caad1237e6b3e86c83ef1720f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567765491811758","authorIdStr":"3567765491811758"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/311230279","repostId":"1179944377","repostType":4,"repost":{"id":"1179944377","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1611286464,"share":"https://ttm.financial/m/news/1179944377?lang=&edition=fundamental","pubTime":"2021-01-22 11:34","market":"hk","language":"zh","title":"首位千亿基金经理重仓港股，看看他都买了哪些票","url":"https://stock-news.laohu8.com/highlight/detail?id=1179944377","media":"券商中国","summary":"张坤管理的部分基金产品中，前十大重仓股有多达五只港股。","content":"<p>最新披露的基金2020年四季报显示，担任易方达基金公司副总经理的明星基金经理张坤，其管理的资金已高达1255亿元，成为首位管理规模破千亿的主动权益类基金经理。</p>\n<p>券商中国记者注意到，除了两只未含港股仓位的基金，张坤管理的基金产品，或正将资金从A股转向港股市场，截至去年末，张坤持有的港股股票市值约为320亿元，在其管理的部分基金产品中，前十大重仓股有多达五只港股。此外，季报持仓数据也显示，张坤继续坚持他的风格——对少数个股进行大比例集中投资的策略，该策略使张坤取得任职期间8年7倍的惊人收益。</p>\n<p>张坤强调，诸如宏观经济、市场走势、市场风格、行业轮动，这些因素显然是重要的，但并不在他的能力圈内。他更希望通过深入的研究，寻找少数能理解的优秀企业，大概率判断5-10年后公司产生的自由现金流将显著超越目前的水平。</p>\n<p>公募基金一哥正在南下香港？</p>\n<p>最新披露的基金2020年四季报显示，明星基金经理张坤管理的资金已高达1255亿元，成为首位管理规模破千亿的主动权益类基金经理。考虑到公募基金行业，越来越多的将主动权益类基金的规模视为真正的核心，因此，1255亿的管理规模及8年7倍的收益也令张坤成为当之无愧的公募基金一哥。</p>\n<p><img src=\"https://static.tigerbbs.com/545a7054e1df840b79b61174c2b62f37\" tg-width=\"984\" tg-height=\"450\"></p>\n<p>截至目前，张坤在易方达基金公司总共管理五只基金，包括易方达中小盘基金、易方达蓝筹精选基金、易方达亚洲精选基金、易方达<a href=\"https://laohu8.com/S/BMT.SI\">新丝路</a>基金、易方达优质企业三年持有基金。其担任易方达蓝筹精选的基金经理为2年，任职期间的收益率为2年2倍；担任易方达中小盘的基金经理长达8年，任职期间的收益率为8年7倍。</p>\n<p>易方达中小盘基金十大重仓股：</p>\n<p><img src=\"https://static.tigerbbs.com/758581891bbec9fa86096a059259a441\" tg-width=\"912\" tg-height=\"438\"></p>\n<p>易方达蓝筹精选基金十大重仓股：</p>\n<p><img src=\"https://static.tigerbbs.com/f38e3d12f85f27c29c841e12ac3fff8c\" tg-width=\"876\" tg-height=\"418\"></p>\n<p>易方达亚洲精选基金十大重仓股：</p>\n<p><img src=\"https://static.tigerbbs.com/95019cf6000188beb90b354418fa1df1\" tg-width=\"581\" tg-height=\"370\"></p>\n<p>易方达新丝路基金十大重仓股：</p>\n<p><img src=\"https://static.tigerbbs.com/65ef3a61d60b362e5b7590972f911556\" tg-width=\"581\" tg-height=\"276\"></p>\n<p>易方达优质企业三年持有基金十大重仓股：</p>\n<p><img src=\"https://static.tigerbbs.com/f89e645c39ff7cd97be6875ac27cc5a0\" tg-width=\"915\" tg-height=\"436\"></p>\n<p>在重仓股方面，截至2020年末，<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>依旧是张坤的核心股票，除了易方达亚洲精选QDII基金外，张坤管理的其他四只基金，均将贵州茅台列为第一大重仓股，合计持有贵州茅台约600万股，截至2021年1月21日收盘，总市值高达120亿。</p>\n<p>虽然张坤在A股持有大量的龙头公司，但随着A股股价快速上涨，估值大幅提升，张坤的一些基金产品有着在A股和港股来回切换调整的空间。券商中国记者注意到，张坤管理的基金产品，正在基金合同规定的操作范围内，逐步南移香港股票市场，在其管理的部分基金产品中，前十大重仓股有多达五只是港股。</p>\n<p>扣除易方达中小盘、易方达新丝路两只未将港股纳入投资范围的基金，张坤所管理的余下三只基金，合计规模接近800亿，持有资产的40%为港股股票。<b>根据易方达优质企业基金披露的信息显示，张坤通过港股通交易机制投资的港股市值为47.3亿元，占该基金净值比例43.92%。易方达蓝筹精选基金披露的信息显示，截至去年末，张坤通过港股通交易机制投资的港股市值约为268亿元,占净值比例39.54%。此外，张坤还通过QDII基金持有4.7亿的港股公司股票市值。</b></p>\n<p>具体而言，张坤将相当比例的仓位投向港股市场，但主要针对港股的优质龙头公司，包括港交所、<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、美团、<a href=\"https://laohu8.com/S/01951\">锦欣生殖</a>、<a href=\"https://laohu8.com/S/01579\">颐海国际</a>等。同时，张坤依然选择了他最擅长的集中投资策略，这在易方达优质企业三年基金中格外明显，张坤仅通过前十大重仓股就配置了高达86%的仓位，显示出张坤对股票市场分化、投资机会向少部分公司迁移的认知。</p>\n<p>宏观经济、市场走势？不太懂</p>\n<p>张坤在季报中指出，去年四季度，国内各地虽有偶发新型冠状病毒肺炎案例，但生产和生活基本恢复正常。全球来看，仍有一些国家疫情流行加剧，对全球经济造成了冲击，也对企业的经营造成了负面影响。各国政府积极应对，保持了较宽松的货币政策和积极的财政政策。股票市场在四季度分化较为明显，中信一级行业中有色金属、电力设备及新能源、食品饮料、汽车等行业表现较好，而综合金融、传媒、商贸零售、通信等行业表现相对落后。</p>\n<p>操作方面，张坤管理的易方达蓝筹精选基金在四季度股票仓位基本保持稳定，并对结构进行了调整，他降低了医药等行业的配置，增加了互联网等行业的配置。</p>\n<p>“个股方面，我们依然长期持有商业模式出色、行业格局清晰、竞争力强的优质公司。”张坤在季报中强调，回首2020年的股票市场，经历了乐观（1月预期经济强劲）、悲观（2月初国内突发疫情）、乐观（3月初预期流动性宽松）、悲观（3月底海外疫情爆发）、乐观（4月后预期流动性宽松和经济恢复）跌宕起伏的变化。<b>回顾过去，在每个时间点市场演绎得都很有逻辑，然而站在当时看未来，却感觉无比模糊。回顾过去，并不是为了能够更好地判断未来的市场走势或者风格，而是再次提醒自己并不具备这个能力。</b></p>\n<p>“诸如宏观经济、市场走势、市场风格、行业轮动，这些因素显然是重要的，但坦率地说，这并不在我的能力圈内。”张坤认为，投资是在纷繁的因素中找到少数重要且自己能把握的因素，利用大数定律，不断积累收益。</p>\n<p>张坤强调，他更希望通过深入的研究，寻找少数能理解的优秀企业，如果这些企业具有好的商业模式、显著的竞争力和议价能力、广阔的行业空间以及对股东友好的资本再分配能力，使其能够大概率判断5-10年后公司产生的自由现金流将显著超越目前的水平，作为股东自然能分享到公司成长的收益。</p>\n<p>然而，收益的分布不是均匀的，“市场先生”的短期情绪也不稳定，对某个公司会在一个阶段冷落，一个阶段又富有热情，然而长期来看，“市场先生”能基本准确的反映一个企业的价值。</p>\n<p><b>他认为，不论宏观环境如何变化，优质企业通常具备良好的应对能力。</b>以本次疫情为例，不少优质企业都应对得当，通过提升市占率对冲疫情对行业的负面冲击。最后，对于中国资本市场的长期前景是乐观的，相信会有一批优质的企业不断长大、稳住并且长寿。</p>","collect":0,"html":"<!DOCTYPE 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}\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首位千亿基金经理重仓港股，看看他都买了哪些票\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2021-01-22 11:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>最新披露的基金2020年四季报显示，担任易方达基金公司副总经理的明星基金经理张坤，其管理的资金已高达1255亿元，成为首位管理规模破千亿的主动权益类基金经理。</p>\n<p>券商中国记者注意到，除了两只未含港股仓位的基金，张坤管理的基金产品，或正将资金从A股转向港股市场，截至去年末，张坤持有的港股股票市值约为320亿元，在其管理的部分基金产品中，前十大重仓股有多达五只港股。此外，季报持仓数据也显示，张坤继续坚持他的风格——对少数个股进行大比例集中投资的策略，该策略使张坤取得任职期间8年7倍的惊人收益。</p>\n<p>张坤强调，诸如宏观经济、市场走势、市场风格、行业轮动，这些因素显然是重要的，但并不在他的能力圈内。他更希望通过深入的研究，寻找少数能理解的优秀企业，大概率判断5-10年后公司产生的自由现金流将显著超越目前的水平。</p>\n<p>公募基金一哥正在南下香港？</p>\n<p>最新披露的基金2020年四季报显示，明星基金经理张坤管理的资金已高达1255亿元，成为首位管理规模破千亿的主动权益类基金经理。考虑到公募基金行业，越来越多的将主动权益类基金的规模视为真正的核心，因此，1255亿的管理规模及8年7倍的收益也令张坤成为当之无愧的公募基金一哥。</p>\n<p><img src=\"https://static.tigerbbs.com/545a7054e1df840b79b61174c2b62f37\" tg-width=\"984\" tg-height=\"450\"></p>\n<p>截至目前，张坤在易方达基金公司总共管理五只基金，包括易方达中小盘基金、易方达蓝筹精选基金、易方达亚洲精选基金、易方达<a href=\"https://laohu8.com/S/BMT.SI\">新丝路</a>基金、易方达优质企业三年持有基金。其担任易方达蓝筹精选的基金经理为2年，任职期间的收益率为2年2倍；担任易方达中小盘的基金经理长达8年，任职期间的收益率为8年7倍。</p>\n<p>易方达中小盘基金十大重仓股：</p>\n<p><img src=\"https://static.tigerbbs.com/758581891bbec9fa86096a059259a441\" tg-width=\"912\" tg-height=\"438\"></p>\n<p>易方达蓝筹精选基金十大重仓股：</p>\n<p><img src=\"https://static.tigerbbs.com/f38e3d12f85f27c29c841e12ac3fff8c\" tg-width=\"876\" tg-height=\"418\"></p>\n<p>易方达亚洲精选基金十大重仓股：</p>\n<p><img src=\"https://static.tigerbbs.com/95019cf6000188beb90b354418fa1df1\" tg-width=\"581\" tg-height=\"370\"></p>\n<p>易方达新丝路基金十大重仓股：</p>\n<p><img src=\"https://static.tigerbbs.com/65ef3a61d60b362e5b7590972f911556\" tg-width=\"581\" tg-height=\"276\"></p>\n<p>易方达优质企业三年持有基金十大重仓股：</p>\n<p><img src=\"https://static.tigerbbs.com/f89e645c39ff7cd97be6875ac27cc5a0\" tg-width=\"915\" tg-height=\"436\"></p>\n<p>在重仓股方面，截至2020年末，<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>依旧是张坤的核心股票，除了易方达亚洲精选QDII基金外，张坤管理的其他四只基金，均将贵州茅台列为第一大重仓股，合计持有贵州茅台约600万股，截至2021年1月21日收盘，总市值高达120亿。</p>\n<p>虽然张坤在A股持有大量的龙头公司，但随着A股股价快速上涨，估值大幅提升，张坤的一些基金产品有着在A股和港股来回切换调整的空间。券商中国记者注意到，张坤管理的基金产品，正在基金合同规定的操作范围内，逐步南移香港股票市场，在其管理的部分基金产品中，前十大重仓股有多达五只是港股。</p>\n<p>扣除易方达中小盘、易方达新丝路两只未将港股纳入投资范围的基金，张坤所管理的余下三只基金，合计规模接近800亿，持有资产的40%为港股股票。<b>根据易方达优质企业基金披露的信息显示，张坤通过港股通交易机制投资的港股市值为47.3亿元，占该基金净值比例43.92%。易方达蓝筹精选基金披露的信息显示，截至去年末，张坤通过港股通交易机制投资的港股市值约为268亿元,占净值比例39.54%。此外，张坤还通过QDII基金持有4.7亿的港股公司股票市值。</b></p>\n<p>具体而言，张坤将相当比例的仓位投向港股市场，但主要针对港股的优质龙头公司，包括港交所、<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、美团、<a href=\"https://laohu8.com/S/01951\">锦欣生殖</a>、<a href=\"https://laohu8.com/S/01579\">颐海国际</a>等。同时，张坤依然选择了他最擅长的集中投资策略，这在易方达优质企业三年基金中格外明显，张坤仅通过前十大重仓股就配置了高达86%的仓位，显示出张坤对股票市场分化、投资机会向少部分公司迁移的认知。</p>\n<p>宏观经济、市场走势？不太懂</p>\n<p>张坤在季报中指出，去年四季度，国内各地虽有偶发新型冠状病毒肺炎案例，但生产和生活基本恢复正常。全球来看，仍有一些国家疫情流行加剧，对全球经济造成了冲击，也对企业的经营造成了负面影响。各国政府积极应对，保持了较宽松的货币政策和积极的财政政策。股票市场在四季度分化较为明显，中信一级行业中有色金属、电力设备及新能源、食品饮料、汽车等行业表现较好，而综合金融、传媒、商贸零售、通信等行业表现相对落后。</p>\n<p>操作方面，张坤管理的易方达蓝筹精选基金在四季度股票仓位基本保持稳定，并对结构进行了调整，他降低了医药等行业的配置，增加了互联网等行业的配置。</p>\n<p>“个股方面，我们依然长期持有商业模式出色、行业格局清晰、竞争力强的优质公司。”张坤在季报中强调，回首2020年的股票市场，经历了乐观（1月预期经济强劲）、悲观（2月初国内突发疫情）、乐观（3月初预期流动性宽松）、悲观（3月底海外疫情爆发）、乐观（4月后预期流动性宽松和经济恢复）跌宕起伏的变化。<b>回顾过去，在每个时间点市场演绎得都很有逻辑，然而站在当时看未来，却感觉无比模糊。回顾过去，并不是为了能够更好地判断未来的市场走势或者风格，而是再次提醒自己并不具备这个能力。</b></p>\n<p>“诸如宏观经济、市场走势、市场风格、行业轮动，这些因素显然是重要的，但坦率地说，这并不在我的能力圈内。”张坤认为，投资是在纷繁的因素中找到少数重要且自己能把握的因素，利用大数定律，不断积累收益。</p>\n<p>张坤强调，他更希望通过深入的研究，寻找少数能理解的优秀企业，如果这些企业具有好的商业模式、显著的竞争力和议价能力、广阔的行业空间以及对股东友好的资本再分配能力，使其能够大概率判断5-10年后公司产生的自由现金流将显著超越目前的水平，作为股东自然能分享到公司成长的收益。</p>\n<p>然而，收益的分布不是均匀的，“市场先生”的短期情绪也不稳定，对某个公司会在一个阶段冷落，一个阶段又富有热情，然而长期来看，“市场先生”能基本准确的反映一个企业的价值。</p>\n<p><b>他认为，不论宏观环境如何变化，优质企业通常具备良好的应对能力。</b>以本次疫情为例，不少优质企业都应对得当，通过提升市占率对冲疫情对行业的负面冲击。最后，对于中国资本市场的长期前景是乐观的，相信会有一批优质的企业不断长大、稳住并且长寿。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03615361d5170a8b80f9b5087dde22f8","relate_stocks":{"01579":"颐海国际","03690":"美团-W","01951":"锦欣生殖","00700":"腾讯控股"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179944377","content_text":"最新披露的基金2020年四季报显示，担任易方达基金公司副总经理的明星基金经理张坤，其管理的资金已高达1255亿元，成为首位管理规模破千亿的主动权益类基金经理。\n券商中国记者注意到，除了两只未含港股仓位的基金，张坤管理的基金产品，或正将资金从A股转向港股市场，截至去年末，张坤持有的港股股票市值约为320亿元，在其管理的部分基金产品中，前十大重仓股有多达五只港股。此外，季报持仓数据也显示，张坤继续坚持他的风格——对少数个股进行大比例集中投资的策略，该策略使张坤取得任职期间8年7倍的惊人收益。\n张坤强调，诸如宏观经济、市场走势、市场风格、行业轮动，这些因素显然是重要的，但并不在他的能力圈内。他更希望通过深入的研究，寻找少数能理解的优秀企业，大概率判断5-10年后公司产生的自由现金流将显著超越目前的水平。\n公募基金一哥正在南下香港？\n最新披露的基金2020年四季报显示，明星基金经理张坤管理的资金已高达1255亿元，成为首位管理规模破千亿的主动权益类基金经理。考虑到公募基金行业，越来越多的将主动权益类基金的规模视为真正的核心，因此，1255亿的管理规模及8年7倍的收益也令张坤成为当之无愧的公募基金一哥。\n\n截至目前，张坤在易方达基金公司总共管理五只基金，包括易方达中小盘基金、易方达蓝筹精选基金、易方达亚洲精选基金、易方达新丝路基金、易方达优质企业三年持有基金。其担任易方达蓝筹精选的基金经理为2年，任职期间的收益率为2年2倍；担任易方达中小盘的基金经理长达8年，任职期间的收益率为8年7倍。\n易方达中小盘基金十大重仓股：\n\n易方达蓝筹精选基金十大重仓股：\n\n易方达亚洲精选基金十大重仓股：\n\n易方达新丝路基金十大重仓股：\n\n易方达优质企业三年持有基金十大重仓股：\n\n在重仓股方面，截至2020年末，贵州茅台依旧是张坤的核心股票，除了易方达亚洲精选QDII基金外，张坤管理的其他四只基金，均将贵州茅台列为第一大重仓股，合计持有贵州茅台约600万股，截至2021年1月21日收盘，总市值高达120亿。\n虽然张坤在A股持有大量的龙头公司，但随着A股股价快速上涨，估值大幅提升，张坤的一些基金产品有着在A股和港股来回切换调整的空间。券商中国记者注意到，张坤管理的基金产品，正在基金合同规定的操作范围内，逐步南移香港股票市场，在其管理的部分基金产品中，前十大重仓股有多达五只是港股。\n扣除易方达中小盘、易方达新丝路两只未将港股纳入投资范围的基金，张坤所管理的余下三只基金，合计规模接近800亿，持有资产的40%为港股股票。根据易方达优质企业基金披露的信息显示，张坤通过港股通交易机制投资的港股市值为47.3亿元，占该基金净值比例43.92%。易方达蓝筹精选基金披露的信息显示，截至去年末，张坤通过港股通交易机制投资的港股市值约为268亿元,占净值比例39.54%。此外，张坤还通过QDII基金持有4.7亿的港股公司股票市值。\n具体而言，张坤将相当比例的仓位投向港股市场，但主要针对港股的优质龙头公司，包括港交所、腾讯控股、美团、锦欣生殖、颐海国际等。同时，张坤依然选择了他最擅长的集中投资策略，这在易方达优质企业三年基金中格外明显，张坤仅通过前十大重仓股就配置了高达86%的仓位，显示出张坤对股票市场分化、投资机会向少部分公司迁移的认知。\n宏观经济、市场走势？不太懂\n张坤在季报中指出，去年四季度，国内各地虽有偶发新型冠状病毒肺炎案例，但生产和生活基本恢复正常。全球来看，仍有一些国家疫情流行加剧，对全球经济造成了冲击，也对企业的经营造成了负面影响。各国政府积极应对，保持了较宽松的货币政策和积极的财政政策。股票市场在四季度分化较为明显，中信一级行业中有色金属、电力设备及新能源、食品饮料、汽车等行业表现较好，而综合金融、传媒、商贸零售、通信等行业表现相对落后。\n操作方面，张坤管理的易方达蓝筹精选基金在四季度股票仓位基本保持稳定，并对结构进行了调整，他降低了医药等行业的配置，增加了互联网等行业的配置。\n“个股方面，我们依然长期持有商业模式出色、行业格局清晰、竞争力强的优质公司。”张坤在季报中强调，回首2020年的股票市场，经历了乐观（1月预期经济强劲）、悲观（2月初国内突发疫情）、乐观（3月初预期流动性宽松）、悲观（3月底海外疫情爆发）、乐观（4月后预期流动性宽松和经济恢复）跌宕起伏的变化。回顾过去，在每个时间点市场演绎得都很有逻辑，然而站在当时看未来，却感觉无比模糊。回顾过去，并不是为了能够更好地判断未来的市场走势或者风格，而是再次提醒自己并不具备这个能力。\n“诸如宏观经济、市场走势、市场风格、行业轮动，这些因素显然是重要的，但坦率地说，这并不在我的能力圈内。”张坤认为，投资是在纷繁的因素中找到少数重要且自己能把握的因素，利用大数定律，不断积累收益。\n张坤强调，他更希望通过深入的研究，寻找少数能理解的优秀企业，如果这些企业具有好的商业模式、显著的竞争力和议价能力、广阔的行业空间以及对股东友好的资本再分配能力，使其能够大概率判断5-10年后公司产生的自由现金流将显著超越目前的水平，作为股东自然能分享到公司成长的收益。\n然而，收益的分布不是均匀的，“市场先生”的短期情绪也不稳定，对某个公司会在一个阶段冷落，一个阶段又富有热情，然而长期来看，“市场先生”能基本准确的反映一个企业的价值。\n他认为，不论宏观环境如何变化，优质企业通常具备良好的应对能力。以本次疫情为例，不少优质企业都应对得当，通过提升市占率对冲疫情对行业的负面冲击。最后，对于中国资本市场的长期前景是乐观的，相信会有一批优质的企业不断长大、稳住并且长寿。","news_type":1},"isVote":1,"tweetType":1,"viewCount":660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":334836772,"gmtCreate":1610724143796,"gmtModify":1704985931239,"author":{"id":"3567765491811758","authorId":"3567765491811758","name":"vanhan","avatar":"https://static.tigerbbs.com/84ecd75caad1237e6b3e86c83ef1720f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567765491811758","authorIdStr":"3567765491811758"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/334836772","repostId":"1127238876","repostType":4,"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
