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致富:股神、大鱷改持倉 投資者可以怎樣跟?

2021年11月26日

「股神」巴菲特和「大鱷」索羅斯旗下的基金在本月先後披露了今年第三季的持倉,港人如倣效這兩位名人去建倉,有沒有「着數」呢?

「股神」巴菲特和「大鱷」索羅斯旗下的基金在本月先後披露了今年第三季的持倉,港人如倣效這兩位名人去建倉,有沒有「着數」呢?

致富財富管理部總經理張德明指出,綜合地來看,股神和大鱷的持倉轉變都是以經濟復甦為主題。其中索羅斯基金管理公司(Soros Fund Management,以下簡稱SFM) 在第三季下注通用汽車看漲期權,這顯示了消費類型的公司,受惠於全球接種疫苗率上升、西方社會多採取與病毒共存政策,封城減少、社區重開、失業率得以改善等。

SFM更在第三季新增電動車公司Fisker Inc.,張氏表示,各國提倡減碳,成就了電動車板塊的增長。他相信,隨着晶片公司增產,位於東南亞的晶片封裝廠在疫情減緩後復產,預期晶片短缺問題將會改善,帶動汽車製造業去滿足市場需求。

特別的是,股神的基金巴郡第三季新買入地板零售商Floor & Decor Holdings股份,張氏認為,這是因為美國失業率持續改善,但樓價升至高位,市民要改善居住環境,惟有靠DIY裝修,這確實利好室內裝修材料股份。

如相信股神和大鱷的眼光,投資者可簡單地在致富開立美股戶口跟隨兩位的投資方向。至於在香港可否找到相似板塊的股份?張德明表示,汽車行業整體向好,例如比亞迪和吉利汽車由9月30日至今,股份累計升幅分別約30%和13%。可是美、港文化不同,香港DIY裝修風氣淡,相關裝修物料股料難以直接受惠。

此外,投資者不欲把資金只集中押注在一、兩隻股票上,希望可以分散投資風險,則可考慮選擇投資基金,張氏表示,環球消費類、中國消費類的基金都屬於不俗的選擇。巴郡在第二季減持石油股雪佛龍後在第三季再增持,環球資源類基金相信亦可看高一線。

投資基金「零」負擔

透過「致富通」應用程式或致富網頁,投資基金「零」負擔,單次認購或月供計劃一律免佣,基金購金額更低至5,000港元或700美元,另購買精選保險享有高達50%折扣優惠。

致富有提供債券、基金一站式投資策略,比供客戶選擇。想知道和了解更多,請即刻聯絡我哋們投資策略專員解答疑難!

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上述報告由致富證券有限公司(「本公司」)所提供,所載之內容或意見乃根據本公司認為可靠之資料來源來編製,惟本公司並不就此等內容之準確性、完整性及正確性作出明示或默示之保證。上述報告內之所有意見均可在不作另行通知之下作出更改。上述報告的作用純粹為提供資訊,並不應視為對上述報告內提及的任何產品買賣或交易之專業推介、建議、邀請或要約。本公司及其附屬公司、僱員及其家屬及有關人士可於任何時間持有、買賣或以市場認可之方式,包括以代理人或當事人對本報告內提及的任何產品進行投資或買賣。投資附帶風險,投資者需注意投資項目之價值可升亦可跌,而過往之表現亦不一定反映未來之表現。投資者進行投資前請尋求獨立之投資意見。本公司在法律上均不負責任何人因使用本報告內資料而蒙受的任何直接或間接損失。本公司擁有此報告內容之版權,在未獲本公司許可前,不得翻印、分發或發行本報告以作任何用途。

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