坚定看好中国市场！华尔街大佬David Tepper大举增持阿里巴巴

智通财经2025-02-11

智通财经APP获悉，美股传奇投资人、对冲基金Appaloosa LP创始人David Tepper在去年第四季度大幅增持中国股票，阿里巴巴(BABA.US)已成为该基金的最大持仓。根据最新提交的13-F监管文件，Tepper坚定看好中国市场，认为中国股票的风险回报比在全球范围内极具吸引力。Tepper的Appaloosa基金在四季度将阿里巴巴的持股增加18%，持仓量增至1180万股，市值超过12...

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精彩评论

阿尔法林
2025-02-11
阿尔法林
马上开跌了
繁华静落
2025-02-11
繁华静落
既然消息都出来了，增持了，离跌不远了，还是大跌！
梓坚
2025-02-11
梓坚
👍👍

发表看法

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Wall Street tycoon David Tepper raises Alibaba holdings in a big way","themeId":"0e7cf744d25884b21a3d8ebdaf2f050a","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/a343ba95a46f692bc1f2c64f38daa198","symbols_score_info":{"BABA":1,"09988":0.6},"content_text":"智通财经APP获悉，美股传奇投资人、对冲基金Appaloosa LP创始人David Tepper在去年第四季度大幅增持中国股票，阿里巴巴(BABA.US)已成为该基金的最大持仓。根据最新提交的13-F监管文件，Tepper坚定看好中国市场，认为中国股票的风险回报比在全球范围内极具吸引力。Tepper的Appaloosa基金在四季度将阿里巴巴的持股增加18%，持仓量增至1180万股，市值超过12亿美元，使其成为该基金的第一大持仓。与此同时，Tepper还加仓京东(JD.US)44%，持股增至1050万股，按当前股价(42美元)计算，市值超4亿美元。此外，他还小幅增持拼多多(PDD.US)1%，目前持股达540万股。这一系列增持表明，Tepper对中国电商板块尤为看好，特别是在阿里巴巴、京东和拼多多等企业股价低迷的背景下，他认为市场低估了这些公司的增长潜力。事实上，Tepper近半年持续对中国市场表现出浓厚兴趣。去年9月，他曾公开表示自己正在买入“中国的一切”，因为中国股票的市盈率普遍处于个位数，但企业盈利增长仍维持在两位数，在全球市场中具备最佳的风险回报比。Tepper的投资风格一直以精准抄底和逆势布局著称。作为美国橄榄球联盟球队Carolina 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href=\"https://laohu8.com/S/PDD\">拼多多</a>(PDD.US)1%，目前持股达540万股。</p><p>这一系列增持表明，Tepper对中国电商板块尤为看好，特别是在阿里巴巴、京东和拼多多等企业股价低迷的背景下，他认为市场低估了这些公司的增长潜力。</p><p>事实上，Tepper近半年持续对中国市场表现出浓厚兴趣。去年9月，他曾公开表示自己正在买入“中国的一切”，因为中国股票的市盈率普遍处于个位数，但企业盈利增长仍维持在两位数，在全球市场中具备最佳的风险回报比。</p><p>Tepper的投资风格一直以精准抄底和逆势布局著称。作为美国橄榄球联盟球队Carolina Panthers的老板，他在过去30年间打造了华尔街最成功的投资纪录之一，他的投资动向一直是市场关注的焦点。</p><p>除了加仓中国市场，Tepper还对美股科技巨头进行了减持。其削减Meta(META.US)持仓20%，年末持股降至49万股，市值2.87亿美元；减持<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)20%，持股量降至260万股，市值5.7亿美元。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"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>坚定看好中国市场！华尔街大佬David Tepper大举增持阿里巴巴</title>\n<style 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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坚定看好中国市场！华尔街大佬David Tepper大举增持阿里巴巴\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-11 06:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1248074.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，美股传奇投资人、对冲基金Appaloosa LP创始人David Tepper在去年第四季度大幅增持中国股票，阿里巴巴(BABA.US)已成为该基金的最大持仓。根据最新提交的13-F监管文件，Tepper坚定看好中国市场，认为中国股票的风险回报比在全球范围内极具吸引力。Tepper的Appaloosa基金在四季度将阿里巴巴的持股增加18%，持仓量增至1180万股，市值超过12...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1248074.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7064c4d7d0e0e65c6e1138157a714384","relate_stocks":{"LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","LU0918141887.USD":"安联亚洲实际收益股票基金","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","BK4524":"宅经济概念","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","BK4220":"综合零售","BK4581":"高盛持仓","BK4554":"元宇宙及AR概念","BABA":"阿里巴巴","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BK4527":"明星科技股","BK4543":"AI","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU1046422090.SGD":"Fidelity 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ASIAN EQUITY \"AT\" (HKD) ACC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","BK4548":"巴美列捷福持仓","09988":"阿里巴巴-W","BK4565":"NFT概念"},"source_url":"http://www.zhitongcaijing.com/content/detail/1248074.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2510816689","content_text":"智通财经APP获悉，美股传奇投资人、对冲基金Appaloosa LP创始人David Tepper在去年第四季度大幅增持中国股票，阿里巴巴(BABA.US)已成为该基金的最大持仓。根据最新提交的13-F监管文件，Tepper坚定看好中国市场，认为中国股票的风险回报比在全球范围内极具吸引力。Tepper的Appaloosa基金在四季度将阿里巴巴的持股增加18%，持仓量增至1180万股，市值超过12亿美元，使其成为该基金的第一大持仓。与此同时，Tepper还加仓京东(JD.US)44%，持股增至1050万股，按当前股价(42美元)计算，市值超4亿美元。此外，他还小幅增持拼多多(PDD.US)1%，目前持股达540万股。这一系列增持表明，Tepper对中国电商板块尤为看好，特别是在阿里巴巴、京东和拼多多等企业股价低迷的背景下，他认为市场低估了这些公司的增长潜力。事实上，Tepper近半年持续对中国市场表现出浓厚兴趣。去年9月，他曾公开表示自己正在买入“中国的一切”，因为中国股票的市盈率普遍处于个位数，但企业盈利增长仍维持在两位数，在全球市场中具备最佳的风险回报比。Tepper的投资风格一直以精准抄底和逆势布局著称。作为美国橄榄球联盟球队Carolina Panthers的老板，他在过去30年间打造了华尔街最成功的投资纪录之一，他的投资动向一直是市场关注的焦点。除了加仓中国市场，Tepper还对美股科技巨头进行了减持。其削减Meta(META.US)持仓20%，年末持股降至49万股，市值2.87亿美元；减持亚马逊(AMZN.US)20%，持股量降至260万股，市值5.7亿美元。","news_type":1,"symbols_score_info":{"BABA":1,"09988":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":402288089673928,"gmtCreate":1739233678203,"gmtModify":1739233680813,"author":{"id":"3476933717889644","authorId":"3476933717889644","name":"繁华静落","avatar":"https://static.tigerbbs.com/4cffa537aaeacc0cd0a65ebad94bdfbc","vip":1,"crmLevel":1,"crmLevelSwitch":1,"idStr":"3476933717889644","authorIdStr":"3476933717889644"},"htmlText":"既然消息都出来了，增持了，离跌不远了，还是大跌！","listText":"既然消息都出来了，增持了，离跌不远了，还是大跌！","text":"既然消息都出来了，增持了，离跌不远了，还是大跌！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402288089673928","repostId":2510816689,"repostType":2,"repost":{"id":"2510816689","kind":"news","pubTimestamp":1739224800,"share":"https://www.laohu8.com/m/news/2510816689?lang=zh_CN&edition=full","pubTime":"2025-02-11 06:00","market":"sh","language":"zh","title":"坚定看好中国市场！华尔街大佬David Tepper大举增持阿里巴巴","url":"https://stock-news.laohu8.com/highlight/detail?id=2510816689","media":"智通财经","summary":"智通财经APP获悉，美股传奇投资人、对冲基金Appaloosa LP创始人David Tepper在去年第四季度大幅增持中国股票，阿里巴巴已成为该基金的最大持仓。Tepper的Appaloosa基金在四季度将阿里巴巴的持股增加18%，持仓量增至1180万股，市值超过12亿美元，使其成为该基金的第一大持仓。事实上，Tepper近半年持续对中国市场表现出浓厚兴趣。除了加仓中国市场，Tepper还对美股科技巨头进行了减持。","content":"<html><head></head><body><p>智通财经APP获悉，美股传奇投资人、对冲基金Appaloosa LP创始人David Tepper在去年第四季度大幅增持中国股票，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>(BABA.US)已成为该基金的最大持仓。根据最新提交的13-F监管文件，Tepper坚定看好中国市场，认为中国股票的风险回报比在全球范围内极具吸引力。</p><p>Tepper的Appaloosa基金在四季度将阿里巴巴的持股增加18%，持仓量增至1180万股，市值超过12亿美元，使其成为该基金的第一大持仓。与此同时，Tepper还加仓<a href=\"https://laohu8.com/S/JD\">京东</a>(JD.US)44%，持股增至1050万股，按当前股价(42美元)计算，市值超4亿美元。此外，他还小幅增持<a href=\"https://laohu8.com/S/PDD\">拼多多</a>(PDD.US)1%，目前持股达540万股。</p><p>这一系列增持表明，Tepper对中国电商板块尤为看好，特别是在阿里巴巴、京东和拼多多等企业股价低迷的背景下，他认为市场低估了这些公司的增长潜力。</p><p>事实上，Tepper近半年持续对中国市场表现出浓厚兴趣。去年9月，他曾公开表示自己正在买入“中国的一切”，因为中国股票的市盈率普遍处于个位数，但企业盈利增长仍维持在两位数，在全球市场中具备最佳的风险回报比。</p><p>Tepper的投资风格一直以精准抄底和逆势布局著称。作为美国橄榄球联盟球队Carolina Panthers的老板，他在过去30年间打造了华尔街最成功的投资纪录之一，他的投资动向一直是市场关注的焦点。</p><p>除了加仓中国市场，Tepper还对美股科技巨头进行了减持。其削减Meta(META.US)持仓20%，年末持股降至49万股，市值2.87亿美元；减持<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)20%，持股量降至260万股，市值5.7亿美元。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"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>坚定看好中国市场！华尔街大佬David Tepper大举增持阿里巴巴</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1248074.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7064c4d7d0e0e65c6e1138157a714384","relate_stocks":{"LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","LU0918141887.USD":"安联亚洲实际收益股票基金","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","BK4524":"宅经济概念","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","BK4220":"综合零售","BK4581":"高盛持仓","BK4554":"元宇宙及AR概念","BABA":"阿里巴巴","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BK4527":"明星科技股","BK4543":"AI","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU1046422090.SGD":"Fidelity 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Panthers的老板，他在过去30年间打造了华尔街最成功的投资纪录之一，他的投资动向一直是市场关注的焦点。除了加仓中国市场，Tepper还对美股科技巨头进行了减持。其削减Meta(META.US)持仓20%，年末持股降至49万股，市值2.87亿美元；减持亚马逊(AMZN.US)20%，持股量降至260万股，市值5.7亿美元。","news_type":1,"symbols_score_info":{"BABA":1,"09988":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":402273356398968,"gmtCreate":1739230017578,"gmtModify":1739230018607,"author":{"id":"3581646737212013","authorId":"3581646737212013","name":"梓坚","avatar":"https://static.tigerbbs.com/dc60101ae2a157654c11b14c2d659432","vip":1,"hat":"https://static.tigerbbs.com/acebb9722806729a38c10fe7cde46b94","crmLevel":2,"crmLevelSwitch":1,"idStr":"3581646737212013","authorIdStr":"3581646737212013"},"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402273356398968","repostId":2510816689,"repostType":2,"repost":{"id":"2510816689","kind":"news","pubTimestamp":1739224800,"share":"https://www.laohu8.com/m/news/2510816689?lang=zh_CN&edition=full","pubTime":"2025-02-11 06:00","market":"sh","language":"zh","title":"坚定看好中国市场！华尔街大佬David Tepper大举增持阿里巴巴","url":"https://stock-news.laohu8.com/highlight/detail?id=2510816689","media":"智通财经","summary":"智通财经APP获悉，美股传奇投资人、对冲基金Appaloosa LP创始人David Tepper在去年第四季度大幅增持中国股票，阿里巴巴已成为该基金的最大持仓。Tepper的Appaloosa基金在四季度将阿里巴巴的持股增加18%，持仓量增至1180万股，市值超过12亿美元，使其成为该基金的第一大持仓。事实上，Tepper近半年持续对中国市场表现出浓厚兴趣。除了加仓中国市场，Tepper还对美股科技巨头进行了减持。","content":"<html><head></head><body><p>智通财经APP获悉，美股传奇投资人、对冲基金Appaloosa LP创始人David Tepper在去年第四季度大幅增持中国股票，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>(BABA.US)已成为该基金的最大持仓。根据最新提交的13-F监管文件，Tepper坚定看好中国市场，认为中国股票的风险回报比在全球范围内极具吸引力。</p><p>Tepper的Appaloosa基金在四季度将阿里巴巴的持股增加18%，持仓量增至1180万股，市值超过12亿美元，使其成为该基金的第一大持仓。与此同时，Tepper还加仓<a href=\"https://laohu8.com/S/JD\">京东</a>(JD.US)44%，持股增至1050万股，按当前股价(42美元)计算，市值超4亿美元。此外，他还小幅增持<a href=\"https://laohu8.com/S/PDD\">拼多多</a>(PDD.US)1%，目前持股达540万股。</p><p>这一系列增持表明，Tepper对中国电商板块尤为看好，特别是在阿里巴巴、京东和拼多多等企业股价低迷的背景下，他认为市场低估了这些公司的增长潜力。</p><p>事实上，Tepper近半年持续对中国市场表现出浓厚兴趣。去年9月，他曾公开表示自己正在买入“中国的一切”，因为中国股票的市盈率普遍处于个位数，但企业盈利增长仍维持在两位数，在全球市场中具备最佳的风险回报比。</p><p>Tepper的投资风格一直以精准抄底和逆势布局著称。作为美国橄榄球联盟球队Carolina Panthers的老板，他在过去30年间打造了华尔街最成功的投资纪录之一，他的投资动向一直是市场关注的焦点。</p><p>除了加仓中国市场，Tepper还对美股科技巨头进行了减持。其削减Meta(META.US)持仓20%，年末持股降至49万股，市值2.87亿美元；减持<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)20%，持股量降至260万股，市值5.7亿美元。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"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>坚定看好中国市场！华尔街大佬David Tepper大举增持阿里巴巴</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1248074.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7064c4d7d0e0e65c6e1138157a714384","relate_stocks":{"LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","LU0918141887.USD":"安联亚洲实际收益股票基金","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","BK4524":"宅经济概念","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","BK4220":"综合零售","BK4581":"高盛持仓","BK4554":"元宇宙及AR概念","BABA":"阿里巴巴","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BK4527":"明星科技股","BK4543":"AI","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU1046422090.SGD":"Fidelity 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