摩根大通Q1同时减持蔚小理，对蔚来持仓创新低

电车黑板报2025-05-13

最新一季美股13F持仓报告的披露即将收官。按照SEC的规定，管理美股资产超过1亿美元的机构，必须在每个季度结束后的45天内提交13F文件。根据摩根大通5月12日提交给SEC的文件，该机构在2025年Q1同时减持蔚来、小鹏汽车和理想汽车，对蔚来的持仓规模则已降至2019年Q1首次持有以来的新低。据13f.info数据，摩根大通报告期内分别减持了379.9万股、330.5万股和6.6万股蔚小理股份，...

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世纪昇平
2025-05-13
世纪昇平
蔚来是真的没有未来了吗？

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250513142415a6dd1d94&s=b><strong>电车黑板报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>最新一季美股13F持仓报告的披露即将收官。按照SEC的规定，管理美股资产超过1亿美元的机构，必须在每个季度结束后的45天内提交13F文件。根据摩根大通5月12日提交给SEC的文件，该机构在2025年Q1同时减持蔚来、小鹏汽车和理想汽车，对蔚来的持仓规模则已降至2019年Q1首次持有以来的新低。据13f.info数据，摩根大通报告期内分别减持了379.9万股、330.5万股和6.6万股蔚小理股份，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250513142415a6dd1d94&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0787776722.HKD","symbol_name":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) 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low","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"09866":0.6,"NIO":1,"EVS.SI":0.6,"JPM":1,"NIO.SI":0.6},"content_text":"最新一季美股13F持仓报告的披露即将收官。按照SEC的规定，管理美股资产超过1亿美元的机构，必须在每个季度结束后的45天内提交13F文件。根据摩根大通5月12日提交给SEC的文件，该机构在2025年Q1同时减持蔚来、小鹏汽车和理想汽车，对蔚来的持仓规模则已降至2019年Q1首次持有以来的新低。据13f.info数据，摩根大通报告期内分别减持了379.9万股、330.5万股和6.6万股蔚小理股份，环比分别减少95%、72%和17%。截至2025年Q1末，摩根大通对蔚小理的持仓规模分别降至18.8万股、129.3万股和33.2万股。从摩根大通对三家中国造车新势力的持仓历史来看，该机构此前显然更偏好蔚来，2020年Q3末时一度持有超过1000万股。结合蔚来的股价走势，摩根大通不断增持蔚来之际，也是其股价不断上涨之时。通过多次“低买高卖”，该机构已获得丰厚的回报。巅峰时期，包含同时持有看涨和看跌期权在内的机构，申报持有蔚来股份的13F机构数量高达735个。但过去三年半以来，持有蔚来股份的机构数量持续减少。截至2024年Q4末，申报持有蔚来股份的13F机构数已降至475个。同期，这些机构对蔚来的持股数量降至1.77亿股，较2021年Q4末最高时的5.63亿股减少近七成。截至2024年Q4末，对蔚来持仓规模位列前三的机构分别为瑞银、摩根士丹利和海纳国际集团，持股数量分别达4416.1万股、2440万股和1113.8万股；摩根大通则以398.7万股的持仓，排名第九。2025年Q1的13F文件披露收官后，上述持仓排名大概率会发生进一步的变化。贝莱德、高盛和花旗等机构，已于近期先后披露新一季的13F报告。从已披露的文件来看，这些“聪明钱”在2025年Q1对蔚来的分歧明显。其中，花旗和贝莱德分别增持蔚来股份593.8万股和135.2万股，环比增加434%和65%；高盛则对蔚来进行了大幅减持，环比减少57%至179.6万股。股价之外，公司的运营表现也是顶级机构进行投资决策的重要参考因素。蔚来的销售主力“5566”四款车的2025款已于上周末启动预订。其中，ES6和EC6将于5月16日上市并开启试驾，ET5和ET5T则于5月25日上市。据易车网数据，4月蔚来“5566”四款车合计批发销量达到1.7万辆，占公司当月总交付量的72.5%。花旗此前预测，受新车陆续上市提振，蔚来Q2交付量有望环比增长五成至6.3万辆。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"shareholding","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":434644709241384,"gmtCreate":1747148149590,"gmtModify":1747148151489,"author":{"id":"3516923168816366","authorId":"3516923168816366","name":"世纪昇平","avatar":"https://static.tigerbbs.com/dc26f1260ceba0d6488081403c286a10","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3516923168816366","idStr":"3516923168816366"},"htmlText":"蔚来是真的没有未来了吗？","listText":"蔚来是真的没有未来了吗？","text":"蔚来是真的没有未来了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434644709241384","repostId":2535799961,"repostType":2,"repost":{"id":"2535799961","kind":"news","pubTimestamp":1747116977,"share":"https://www.laohu8.com/m/news/2535799961?lang=zh_CN&edition=full","pubTime":"2025-05-13 14:16","market":"us","language":"zh","title":"摩根大通Q1同时减持蔚小理，对蔚来持仓创新低","url":"https://stock-news.laohu8.com/highlight/detail?id=2535799961","media":"电车黑板报","summary":"根据摩根大通5月12日提交给SEC的文件，该机构在2025年Q1同时减持蔚来、小鹏汽车和理想汽车，对蔚来的持仓规模则已降至2019年Q1首次持有以来的新低。据13f.info数据，摩根大通报告期内分别减持了379.9万股、330.5万股和6.6万股蔚小理股份，环比分别减少95%、72%和17%。结合蔚来的股价走势，摩根大通不断增持蔚来之际，也是其股价不断上涨之时。截至2024年Q4末，申报持有蔚来股份的13F机构数已降至475个。","content":"<html><body><article><p>最新一季美股13F持仓报告的披露即将收官。按照SEC的规定，管理美股<span>资产</span>超过1亿美元的机构，必须在每个季度结束后的45天内提交13F文件。</p><p>根据<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>5月12日提交给SEC的文件，该机构在2025年Q1同时减持<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>和<a href=\"https://laohu8.com/S/LI\">理想汽车</a>，对<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>的持仓规模则已降至2019年Q1首次持有以来的新低。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250513142348333v206du0bm7qitbn\"/><p>据13f.info数据，摩根大通报告期内分别减持了379.9万股、330.5万股和6.6万股蔚小理股份，环比分别减少95%、72%和17%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250513142353901v2060ki29ya0296\"/><p>截至2025年Q1末，摩根大通对蔚小理的持仓规模分别降至18.8万股、129.3万股和33.2万股。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250513142354422v206gybag6t841o\"/><p>从摩根大通对三家中国造车新势力的持仓历史来看，该机构此前显然更偏好蔚来，2020年Q3末时一度持有超过1000万股。</p><p>结合蔚来的股价走势，摩根大通不断增持蔚来之际，也是其股价不断上涨之时。通过多次“低买高卖”，该机构已获得丰厚的回报。</p><p>巅峰时期，包含同时持有看涨和<span>看跌期权</span>在内的机构，申报持有蔚来股份的13F机构数量高达735个。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250513142406657v206nswhwjp05di\"/><p>但过去三年半以来，持有蔚来股份的机构数量持续减少。截至2024年Q4末，申报持有蔚来股份的13F机构数已降至475个。同期，这些机构对蔚来的持股数量降至1.77亿股，较2021年Q4末最高时的5.63亿股减少近七成。</p><p>截至2024年Q4末，对蔚来持仓规模位列前三的机构分别为瑞银、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>和海纳国际集团，持股数量分别达4416.1万股、2440万股和1113.8万股；摩根大通则以398.7万股的持仓，排名第九。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250513142409981v206u09borjfl64\"/><p>2025年Q1的13F文件披露收官后，上述持仓排名大概率会发生进一步的变化。</p><p><a href=\"https://laohu8.com/S/BLK\">贝莱德</a>、<a href=\"https://laohu8.com/S/GS\">高盛</a>和花旗等机构，已于近期先后披露新一季的13F报告。从已披露的文件来看，这些“聪明钱”在2025年Q1对蔚来的分歧明显。</p><p>其中，花旗和贝莱德分别增持蔚来股份593.8万股和135.2万股，环比增加434%和65%；高盛则对蔚来进行了大幅减持，环比减少57%至179.6万股。</p><p>股价之外，公司的运营表现也是顶级机构进行投资决策的重要参考因素。</p><p>蔚来的销售主力“5566”四款车的2025款已于上周末启动预订。其中，ES6和EC6将于5月16日上市并开启试驾，ET5和ET5T则于5月25日上市。</p><p>据易车网数据，4月蔚来“5566”四款车合计批发销量达到1.7万辆，占公司当月总交付量的72.5%。花旗此前预测，受新车陆续上市提振，蔚来Q2交付量有望环比增长五成至6.3万辆。</p></article></body></html>","source":"tencent","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>摩根大通Q1同时减持蔚小理，对蔚来持仓创新低</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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摩根大通Q1同时减持蔚小理，对蔚来持仓创新低\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-13 14:16 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250513142415a6dd1d94&s=b><strong>电车黑板报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>最新一季美股13F持仓报告的披露即将收官。按照SEC的规定，管理美股资产超过1亿美元的机构，必须在每个季度结束后的45天内提交13F文件。根据摩根大通5月12日提交给SEC的文件，该机构在2025年Q1同时减持蔚来、小鹏汽车和理想汽车，对蔚来的持仓规模则已降至2019年Q1首次持有以来的新低。据13f.info数据，摩根大通报告期内分别减持了379.9万股、330.5万股和6.6万股蔚小理股份，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250513142415a6dd1d94&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","BK4516":"特朗普概念","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","IE00BFXG1179.USD":"BNY MELLON U.S. 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