EEM跌到下轨了。

 

25个最大持仓也贴在里面了。感觉应该是新兴国家中都不错的公司。中国公司占比不少，剩余的拉美俄罗斯公司，咱也不懂，但是MSCI这样的机构精挑细选，应该比自己瞎选靠谱一些。如果持仓里面没有国际持股，可能是不错的选择。

https://www.finviz.com/quote.ashx?t=eem

	Top 25 Holdings			% Portfolio Weight	Shares Owned	Shares Change	Sector	Style		First Bought	Latest Analyst Report	Country	YTD Return	P/E
Portfolio Date: 09/26/2017 YTD Return Date: 09/27/2017 Increase Decrease New to Portfolio
	Tencent Holdings Ltd			4.91	40,460,200	0				04/30/2010	09/04/2017	China	76.81	50.63
	Samsung Electronics Co Ltd			4.45	697,731	0				03/31/2011	09/06/2017	South Korea	43.01	12.17
	Alibaba Group Holding Ltd ADR			3.80	8,106,242	0		—		12/01/2015	09/27/2017	China	94.73	57.70
	Taiwan Semiconductor Manufacturing Co Ltd			3.48	175,245,000	0				06/30/2011	07/13/2017	Taiwan	21.76	16.00
	Naspers Ltd Class N			1.87	3,120,813	0				04/30/2010	—	South Africa	43.19	32.14
	China Construction Bank Corp H			1.40	598,790,760	0				04/17/2015	07/03/2017	China	13.73	5.89
	Baidu Inc ADR			1.29	1,951,111	0		—		12/01/2015	09/04/2017	China	45.87	44.42
	China Mobile Ltd			1.25	43,664,500	0				04/30/2010	08/10/2017	China	4.03	12.57
	Industrial And Commercial Bank Of China Ltd H			1.08	525,129,085	0				04/30/2010	08/31/2017	China	28.98	6.31
	Hon Hai Precision Industry Co Ltd			1.07	110,894,592	0				04/30/2010	—	Taiwan	29.45	12.28
	Itau Unibanco Holding SA			0.88	22,996,253	0				06/16/2015	—	Brazil	31.52	11.84
	SK Hynix Inc			0.84	4,146,913	0				05/09/2012	—	South Korea	86.13	8.83
	Ping An Insurance (Group) Co. of China Ltd H			0.81	37,071,500	0				11/07/2014	08/18/2017	China	56.10	14.20
	Housing Development Finance Corp Ltd			0.80	10,726,459	0				06/30/2011	—	India	37.60	25.17
	Bank Of China Ltd H			0.79	565,564,000	0				04/17/2015	08/31/2017	China	17.80	5.73
	Bank Bradesco SA Pref Shs			0.68	21,736,633	0				06/30/2011	—	Brazil	34.10	12.70
	Reliance Industries Ltd			0.65	18,468,455	0				07/31/2011	—	India	48.68	14.82
	Samsung Electronics Co Ltd Participating Preferred			0.65	125,844	0				03/31/2011	—	South Korea	44.59	9.73
	Ambev SA			0.63	33,572,415	0				11/11/2013	05/04/2017	Brazil	30.06	27.76
	America Movil SAB de CV Class L			0.61	237,352,000	0				04/30/2010	—	Mexico	25.71	23.19
	Sberbank of Russia PJSC			0.57	61,067,081	0				09/30/2011	—	Russia	15.27	7.75
	Vale SA			0.56	20,182,616	0				12/31/2011	—	Brazil	27.86	10.28
	JD.com Inc ADR			0.53	4,681,322	0		—		12/01/2015	08/15/2017	China	56.09	—
	Infosys Ltd			0.51	13,054,289	0				04/23/2012	08/18/2017	India	-9.50	14.71
	CNOOC Ltd			0.45	127,014,000	0				04/30/2010	08/24/2017	China	6.60	15.57

所有跟帖： 

• 这只是一个sign：EEM 要大幅度weaken了吧 -gu.qi- ♂ (0 bytes) () 09/28/2017 postreply 08:43:25