Viking Global二季度建仓做多迪士尼和礼来制药等。增持摩根大通、麦当劳等。清仓联合健康、财捷、奈飞等。减持Meta、Carvana等。重仓美国银行、嘉信理财、Capital One、摩根大通、US Bancorp。

金融界08-15

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2559962070?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-08-15 05:09","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2559962070","market":"hk","top_or_hot":-1,"title":"Viking Global二季度建仓做多迪士尼和礼来制药等。增持摩根大通、麦当劳等。清仓联合健康、财捷、奈飞等。减持Meta、Carvana等。重仓美国银行、嘉信理财、Capital One、摩根大通、US Bancorp。","media":"金融界","content":"<div>\n<p>Viking Global二季度建仓做多迪士尼和礼来制药等。增持摩根大通、麦当劳等。清仓联合健康、财捷、奈飞等。减持Meta、Carvana等。重仓美国银行、嘉信理财、Capital One、摩根大通、US Bancorp。</p>\n\n<a href=\"https://24h.jrj.com.cn/2025/08/15050952440272.shtml\">网页链接</a>\n\n</div>\n","source":"jinrongjie_stock","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>Viking Global二季度建仓做多迪士尼和礼来制药等。增持摩根大通、麦当劳等。清仓联合健康、财捷、奈飞等。减持Meta、Carvana等。重仓美国银行、嘉信理财、Capital One、摩根大通、US Bancorp。</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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\">\nViking Global二季度建仓做多迪士尼和礼来制药等。增持摩根大通、麦当劳等。清仓联合健康、财捷、奈飞等。减持Meta、Carvana等。重仓美国银行、嘉信理财、Capital One、摩根大通、US Bancorp。\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-15 05:09 北京时间&nbsp;&nbsp;&nbsp;<a href=https://24h.jrj.com.cn/2025/08/15050952440272.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Viking Global二季度建仓做多迪士尼和礼来制药等。增持摩根大通、麦当劳等。清仓联合健康、财捷、奈飞等。减持Meta、Carvana等。重仓美国银行、嘉信理财、Capital One、摩根大通、US Bancorp。</p>\n\n<a href=\"https://24h.jrj.com.cn/2025/08/15050952440272.shtml\">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":"BK4588","symbol_name":"碎股","start_time":0,"source_url":"https://24h.jrj.com.cn/2025/08/15050952440272.shtml","article_id":"2559962070","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2559962070","pubTimestamp":1755205791,"columns":[],"sourceInfo":{"source_id":"jinrongjie_stock","name":"金融界"},"weMediaInfo":null,"summary":"Viking Global二季度建仓做多迪士尼和礼来制药等。增持摩根大通、麦当劳等。清仓联合健康、财捷、奈飞等。减持Meta、Carvana等。重仓美国银行、嘉信理财、Capital One、摩根大通、US Bancorp。","collect":0,"end_time":0,"defaultTopTitle":"jrj.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4588":"碎股","LU0889565916.HKD":"FRANKLIN BIOTECHNOLOGY DISCOVERY \"A\" (HKD) ACC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","INTU":"财捷","JPM":"摩根大通","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","FB":"ProShares S&P 500 Dynamic Buffer ETF","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LLY":"礼来","LU1548497426.USD":"安联环球人工智能AT Acc","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","SCHW":"嘉信理财","01477":"欧康维视生物-B","NFLX":"奈飞","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU0426412945.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) ACC","BK4508":"社交媒体","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","MCD":"麦当劳","CVNA":"Carvana Co.","BK4543":"AI","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","LU0471298777.SGD":"Blackrock Nutrition A2 SGD-H","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","DIS":"迪士尼","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","COF":"第一资本","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","UNH":"联合健康","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU2129689431.USD":"FRANKLIN GLOBAL INCOME \"A\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","META":"Meta Platforms, Inc.","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","BAC":"美国银行","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","BK4504":"桥水持仓"},"translate_title":"Viking Global opened long positions in Disney and Eli Lilly and Pharmaceuticals in the second quarter. Overweight in JPMorgan Chase, McDonald's, etc. Clearance United Health, Caijie, Netflix, etc. Reduce holdings in Meta, Carvana, etc. Heavy positions in Bank of America, Charles Schwab, Capital One, JPMorgan Chase, US Bancorp.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"JPM":1,"DIS":1,"FB":1,"MCD":1,"BAC":1,"CVNA":1,"01477":1,"SCHW":1,"INTU":1,"UNH":1,"LLY":1,"NFLX":1,"META":1,"COF":1},"content_text":"Viking Global二季度建仓做多迪士尼和礼来制药等。增持摩根大通、麦当劳等。清仓联合健康、财捷、奈飞等。减持Meta、Carvana等。重仓美国银行、嘉信理财、Capital One、摩根大通、US Bancorp。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2559962070","isCrawlerRequest":true}