对冲基金大佬Einhorn:价值投资可能再也回不来了
1. 目前这个行情,大多数价值投资者已经破产了(out of business),所以市场结构发生了极其严重的改变。(意思是市场上炒客、投机盛行。)
2. 就算没破产,”我们(Enhorn认为自己是价投)也剩得不多了“,很多人要么转去做了量化,要么就粗暴直接做被动指数投资。以价投的方法训练出来的基金经理在市场上不多了。
3.因为市场上的价投少了,所以真正关心公司基本面的投资者就少了,以至于非常多的公司被错误定价。交易者甚至完全不知道自己的交易标的,到底大概值多少
以下是英文报道原文:
Hedge fund manager David Einhorn said he doesn’t know if value investing will ever be in vogue again.
“I don’t know that it ever comes back,” the Green Capital founder said Tuesday in an interview with Bloomberg Television on the sidelines of the Robin Hood Investors Conference in New York. Einhorn, 53, said most value investors are being put out of business, citing “serious changes to the market structure.”
“There’s just very few of us left,” he said, adding that most market participants these days are not trained or experienced in value investing, or have shifted to passive or quantitative investing.
Fewer players means there’s no one to notice what’s happening to these companies and “nobody knows what anything is worth,” Einhorn said. “So there’s an enormous number of companies that are dramatically mis-valued in ways that we haven’t seen before.”
1. 目前这个行情,大多数价值投资者已经破产了(out of business),所以市场结构发生了极其严重的改变。(意思是市场上炒客、投机盛行。)
2. 就算没破产,”我们(Enhorn认为自己是价投)也剩得不多了“,很多人要么转去做了量化,要么就粗暴直接做被动指数投资。以价投的方法训练出来的基金经理在市场上不多了。
3.因为市场上的价投少了,所以真正关心公司基本面的投资者就少了,以至于非常多的公司被错误定价。交易者甚至完全不知道自己的交易标的,到底大概值多少
以下是英文报道原文:
Hedge fund manager David Einhorn said he doesn’t know if value investing will ever be in vogue again.
“I don’t know that it ever comes back,” the Green Capital founder said Tuesday in an interview with Bloomberg Television on the sidelines of the Robin Hood Investors Conference in New York. Einhorn, 53, said most value investors are being put out of business, citing “serious changes to the market structure.”
“There’s just very few of us left,” he said, adding that most market participants these days are not trained or experienced in value investing, or have shifted to passive or quantitative investing.
Fewer players means there’s no one to notice what’s happening to these companies and “nobody knows what anything is worth,” Einhorn said. “So there’s an enormous number of companies that are dramatically mis-valued in ways that we haven’t seen before.”
据Circle Chart高级研究员Kim Jin-woo 流媒研究10日表示,截至2022年,韩国仅占K-pop Blackpink 内容浏览量的3.7%。印度的份额最大,为 10.0%,其次是泰国,为 8.4%,印度尼西亚为 6.9%,菲律宾为 5.8%,墨西哥为 5.5%,越南为 5.1%。巴西和美国分别占 4.5% 和 4.1%。
金研究员表示,“2019年,印尼和泰国的合计比例为30.8%,显示出对特定国家的轻微偏向。他分析道。”他说。这种现象在其他受欢迎的女团中也有类似的现象。在各大女团的Yo uTu be浏览量中,Ive的国内份额仅为24.6%,New Genes 36.9%,Le Seraphim 17.8%,Aespa 21.2%,Twice 6.2%。
Ive、New Jeans、Le Seraphim都是出道不到一年的新人,虽然海外活动相对较少,但很早就受到了全球粉丝的关注。庆祝出道7周年的TWICE,随着年龄的增长,粉丝群体的全球化进一步推进,海外Yo uTub e浏览量占比达到93.8%。尤其是在日本大受欢迎的同时,日本占比高达21.8%也备受关注。
金研究员表示,“2019年,印尼和泰国的合计比例为30.8%,显示出对特定国家的轻微偏向。他分析道。”他说。这种现象在其他受欢迎的女团中也有类似的现象。在各大女团的Yo uTu be浏览量中,Ive的国内份额仅为24.6%,New Genes 36.9%,Le Seraphim 17.8%,Aespa 21.2%,Twice 6.2%。
Ive、New Jeans、Le Seraphim都是出道不到一年的新人,虽然海外活动相对较少,但很早就受到了全球粉丝的关注。庆祝出道7周年的TWICE,随着年龄的增长,粉丝群体的全球化进一步推进,海外Yo uTub e浏览量占比达到93.8%。尤其是在日本大受欢迎的同时,日本占比高达21.8%也备受关注。
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观看指路
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17:30Main Award(北京时间)
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观看指路
22. 10. 08 15:30Red Carpet(北京时间)
17:30Main Award(北京时间)
1⃣️(需连欧洲/中东线)https://t.cn/A6oG7XUc:
[Red Carpet] https://youtu.be/aHS_LXZQ35U
[Main Award] ht☁️tps://yo☁️utu.be/dgD☁️G5O☁️KUD4Y
2⃣️idolplus或者afreecatv https://t.cn/A6oG7Gmc
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