公募是有必须配置多少中概的指标吗?
戴某 DEMO
最近密集的跟国内的公募讨论了一轮 BABA,目前来说仍旧没看到任何「逆转衰退」的指征,但的确相比国内的消费公司,公募调仓阿里会是矬子里拔将军的最优选择之一,基本面跟短期股价只是有相关性,港股通一开 + 刺激政策,估值修复蔓延也会蔓延到阿里头上的,就是看能跟基本面对冲成啥样了,硬着头皮算下 DCF,琢磨着找找能下手的点吧....$阿里巴巴 (BABA.US)
公募是有必须配置多少中概的指标吗?
最近密集的跟国内的公募讨论了一轮 BABA,目前来说仍旧没看到任何「逆转衰退」的指征,但的确相比国内的消费公司,公募调仓阿里会是矬子里拔将军的最优选择之一,基本面跟短期股价只是有相关性,港股通一开 + 刺激政策,估值修复蔓延也会蔓延到阿里头上的,就是看能跟基本面对冲成啥样了,硬着头皮算下 DCF,琢磨着找找能下手的点吧....$阿里巴巴 (BABA.US)
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