挖掘了亚马逊和特斯拉的投资巨头：最大机会在中国

34
5
Favorite

挖掘了亚马逊和特斯拉的投资巨头：最大机会在中国

华尔街见闻2021-06-23

远离世界金融中心的英伦半岛，坐落着一家110年历史的骨灰级投资基金，17年前它就发掘了亚马逊，8年前便相中了特斯拉，全球经济动荡之际，它如今将目光投向了中国。据英国金融时报，Baillie Gifford（BG）认为中国是最引人注目的机会来源，以应对未来二十年，全球市场可能发生的剧烈变化和技术颠覆。该公司一名基金经理Tom Slater谈及在中国的投资时称：我发现，当你和中国一些创始人...

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.

Report

Comment（5）

EuniceLee
·2021-06-23
⋯
Reply
Like
Report
kenp
·2021-06-23
Good
Reply
Like
Report
ev317
·2021-06-23
[微笑]
Reply
1
Report
Fold Replies
- AndyLiew:
  ?
  2021-06-23
  Reply
  Report
Yongda413
·2021-06-23
[微笑]
Reply
Like
Report
Fold Replies
- kikiki啊:
  [开心]
  2021-06-23
  Reply
  Report
小新投資人
·2021-06-23
好吧，希望我近期在阿里巴巴的投資，十年後可以有數倍的回報吧 [得意]
Reply
2
Report
Fold Replies
- 持仓坚赞:
  好
  2021-06-23
  Reply
  Report

Most Discussed

7x24

All

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/1152199095?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/e3784f27cbe847751b5f227c1d2030e7","is_english":false,"pubTime":"2021-06-23 19:46","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1152199095","market":"us","top_or_hot":-1,"title":"挖掘了亚马逊和特斯拉的投资巨头：最大机会在中国","media":"华尔街见闻","content":"<div>\n<p>远离世界金融中心的英伦半岛，坐落着一家110年历史的骨灰级投资基金，17年前它就发掘了亚马逊，8年前便相中了特斯拉，全球经济动荡之际，它如今将目光投向了中国。\n据英国金融时报，Baillie Gifford（BG）认为中国是最引人注目的机会来源，以应对未来二十年，全球市场可能发生的剧烈变化和技术颠覆。\n该公司一名基金经理Tom Slater谈及在中国的投资时称：\n\n 我发现，当你和中国一些创始人...</p>\n\n<a href=\"None\">Source Link</a>\n\n</div>\n","source":null,"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>挖掘了亚马逊和特斯拉的投资巨头：最大机会在中国</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挖掘了亚马逊和特斯拉的投资巨头：最大机会在中国\n</h2>\n\n<h4 class=\"meta\">\n\n2021-06-23 19:46 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>远离世界金融中心的英伦半岛，坐落着一家110年历史的骨灰级投资基金，17年前它就发掘了亚马逊，8年前便相中了特斯拉，全球经济动荡之际，它如今将目光投向了中国。\n据英国金融时报，Baillie Gifford（BG）认为中国是最引人注目的机会来源，以应对未来二十年，全球市场可能发生的剧烈变化和技术颠覆。\n该公司一名基金经理Tom Slater谈及在中国的投资时称：\n\n 我发现，当你和中国一些创始人...</p>\n\n<a href=\"None\">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":"03086","symbol_name":"华夏纳指","start_time":0,"source_url":null,"article_id":"1152199095","we_media_id":"1084101182","thumbnails":["https://static.tigerbbs.com/e3784f27cbe847751b5f227c1d2030e7"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1152199095","pubTimestamp":1624448804,"sourceInfo":null,"weMediaInfo":{"media_name":"华尔街见闻","introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"summary":"当你和中国一些创始人交流的时候，不得不将某些质疑暂时搁置一旁。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U"},"translate_title":"Tapping the investment giants of Amazon.com and Tesla Motors: the biggest opportunity lies in China","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/806693ece3f2952fd7c2efa15a1493f5","symbols_score_info":{"03086":0.9,"09086":0.9},"content_text":"远离世界金融中心的英伦半岛，坐落着一家110年历史的骨灰级投资基金，17年前它就发掘了亚马逊，8年前便相中了特斯拉，全球经济动荡之际，它如今将目光投向了中国。\n据英国金融时报，Baillie Gifford（BG）认为中国是最引人注目的机会来源，以应对未来二十年，全球市场可能发生的剧烈变化和技术颠覆。\n该公司一名基金经理Tom Slater谈及在中国的投资时称：\n\n 我发现，当你和中国一些创始人交流的时候，不得不将某些质疑暂时搁置一旁。\n\n他回忆说，2015年他在旧金山遇到美团创始人王兴时，觉得每天配送几千万顿外卖的目标“完全是不可能的事”，但投资腾讯的经历又提醒他，“在中国，并非不可能”。于是就在那一年，BG首次投资了美团，如今事实证明，美团确实达成了其每日订单目标。\n其余中概股方面，蔚来、百度、好未来、拼多多等都是BG的“囊中之物”。\n值得一提的是，BG相中美团早在其公开上市3年前，而自2018年IPO以来，美团股价已经上涨了319%。\n类似的情况出现在对字节跳动和阿里巴巴的投资，两者IPO前就已成为BG风投领域潜在的巅峰之作。BG约10年前进入风投领域，以其旗下产品苏格兰抵押贷款信托(Scottish Mortgage Trust)为例，风险投资目前已占其总资产的五分之一。\nBG是一家1908年成立的英国机构，真正资管界的“百年老店”。过去20年里，优秀业绩推动其资管规模增长了15倍，从2000年底的220亿英镑增加到2020年底的3260亿英镑，其中包括权益类、固定收益等多元资产投资组合。这一数字是通过稳定增长，而不是通过合并或收购实现的。\n\n除中国市场外，BG一些著名的成功例子包括特斯拉、亚马逊、Illumina和Moderna等。\n它在2013年初耗资8900万美元建立了230万股的特斯拉头寸，平均持股成本仅38.7美元；随后三年继续买入，2017年持有约1400万股，从此稳居特斯拉二股东席位。去年，特斯拉的连续暴涨在北美对冲基金业掀起巨浪，不少大中型基金因做空特斯拉而关门，BG则浮盈超200亿美元（折合1400亿人民币以上）。\n自其2013年首次投资特斯拉以来，特斯拉股价上涨近9000%。此外，自2004年首次投资亚马逊以来，亚马逊股价涨超6500%；Moderna公开上市前BG便持有其股票，该股IPO以来一年，股价已上涨逾1000%。\n多年来，BG以长期投资著称。在BG公司总部的入口处，写着这家其直观易懂的投资理念——“真正的投资者不会只关注几个季度，他们会放眼数十年（Actual investors think in decades. Not quarters.）”。\n在Baillie Gifford看来，“长期投资于最具竞争力、创新性和成长效率的极少数优质企业，并取得超额回报”，这才是真正的投资（actual investing）。","kind":null,"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":121802645,"gmtCreate":1624457821087,"gmtModify":1703837365593,"author":{"id":"3573541608753389","authorId":"3573541608753389","authorIdStr":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3573541608753389"},"htmlText":"⋯","listText":"⋯","text":"⋯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121802645","repostId":1152199095,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":121127886,"gmtCreate":1624457204845,"gmtModify":1703837313437,"author":{"id":"3577343858256661","authorId":"3577343858256661","authorIdStr":"3577343858256661","name":"kenp","avatar":"https://static.tigerbbs.com/658bc030049b2996b0e2f267da086675","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3577343858256661"},"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121127886","repostId":1152199095,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":121349529,"gmtCreate":1624455323161,"gmtModify":1703837190767,"author":{"id":"3585199934664533","authorId":"3585199934664533","authorIdStr":"3585199934664533","name":"ev317","avatar":"https://static.tigerbbs.com/54c4d940f28256647d19cb37c6a3d45b","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3585199934664533"},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/121349529","repostId":1152199095,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4976948,"gmtCreate":1624456377942,"gmtModify":1663229820746,"authorId":3579345419901441,"author":{"id":3579345419901441,"authorId":3579345419901441,"name":"AndyLiew","avatar":"https://static.tigerbbs.com/dd579d16b157bb31982ab554e60c130f","vip":1,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":121349529,"type":1,"supId":0,"prevId":0,"content":"?","text":"?","html":"?"}],"langContent":"CN"},{"id":121383442,"gmtCreate":1624453937086,"gmtModify":1703837136707,"author":{"id":"3586294967903858","authorId":"3586294967903858","authorIdStr":"3586294967903858","name":"Yongda413","avatar":"https://static.tigerbbs.com/e97d9f7258dc657adc891e12a3225372","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3586294967903858"},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/121383442","repostId":1152199095,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4976678,"gmtCreate":1624455732129,"gmtModify":1635250033095,"authorId":3581926273115941,"author":{"id":3581926273115941,"authorId":3581926273115941,"name":"kikiki啊","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":121383442,"type":1,"supId":0,"prevId":0,"content":"[开心]","text":"[开心]","html":"[开心]"}],"langContent":"CN"},{"id":121981046,"gmtCreate":1624449440885,"gmtModify":1703836997918,"author":{"id":"3557916073231221","authorId":"3557916073231221","authorIdStr":"3557916073231221","name":"小新投資人","avatar":"https://static.tigerbbs.com/8d1943a5be8277db488c760b59441670","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3557916073231221"},"htmlText":"好吧，希望我近期在阿里巴巴的投資，十年後可以有數倍的回報吧 [得意]&nbsp;","listText":"好吧，希望我近期在阿里巴巴的投資，十年後可以有數倍的回報吧 [得意]&nbsp;","text":"好吧，希望我近期在阿里巴巴的投資，十年後可以有數倍的回報吧 [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/121981046","repostId":1152199095,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4976183,"gmtCreate":1624454339674,"gmtModify":1663229816950,"authorId":3581987432905129,"author":{"id":3581987432905129,"authorId":3581987432905129,"name":"持仓坚赞","avatar":"https://static.tigerbbs.com/8a3a4e9baafbb73e84285526f19d430d","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":121981046,"type":1,"supId":0,"prevId":0,"content":"好","text":"好","html":"好"}],"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":34,"commentSize":5,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}