景林资产230亿持仓曝光：重仓阿里、贝壳，清仓美股科技巨头

iDoNews2025-05-15

5月14日，景林资产披露2025年一季度美股持仓情况，总市值达32.28亿美元（约合232.8亿元人民币）。景林新进买入阿里巴巴、英特尔和禾赛科技，其中阿里持股市值约8000万美元，成为第11大重仓股。同时大幅增持贝壳、携程等中概股，贝壳持股量环比增777.49%，进入前十大重仓。此外，景林清仓英伟达、亚马逊等美股科技巨头，并大幅减持谷歌、微软。此次调仓显示其加码中国资产的策略，聚焦AI、智能驾驶...

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