高毅资产美股持仓曝光，重仓中概股大手笔加仓拼多多（名单）

腾讯自选股财经02-15

为投资者提供专业资讯服务资讯传递价值，专业伴随成长！——腾讯官方证券投资平台为投资者提供专业资讯服务资讯传递价值，专业伴随成长！——腾讯官方证券投资平台千亿级私募高毅资产，最新美股持仓近日曝光。近日，高毅资产在美国证券交易委员会（SEC）公布了2025年末的美股持仓情况。数据显示，截至2025年末，高毅资产在美股市场持有13家公司的股票，总市值超过6亿美元。从前十大持仓股情况来看，中概股是其布局...

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(list)","themeId":"a60527074c96f3a4732bdaac91007413","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CWEB":0.6,"01179":1.87,"ASHR":0.6,"UWM":0.6,"IWN":0.6,"MCHI":0.6,"TZA":0.6,"TNA":0.6,"PDD":1.95,"CQQQ":0.6,"SRTY":0.6,"BEKE":1.85,"HTHT":1.87,"MNQmain":0.6,"ASHS":0.6,"RWM":0.6,"IWO":0.6,"DRAG":0.6,"02423":1.85,"TWM":0.6},"content_text":"为投资者提供专业资讯服务资讯传递价值，专业伴随成长！——腾讯官方证券投资平台为投资者提供专业资讯服务资讯传递价值，专业伴随成长！——腾讯官方证券投资平台千亿级私募高毅资产，最新美股持仓近日曝光。近日，高毅资产在美国证券交易委员会（SEC）公布了2025年末的美股持仓情况。数据显示，截至2025年末，高毅资产在美股市场持有13家公司的股票，总市值超过6亿美元。从前十大持仓股情况来看，中概股是其布局重点，而且去年四季度高毅资产还加仓了拼多多、贝壳等中概股，并且新进买入了逸仙电商。在业内人士看来，在政策引导下，内需企稳是大概率事件，经济修复也将持续实现，相关中国优秀企业有望迎来业绩改善带来的估值提升。重仓中概股美国证券交易委员会公开资料显示，截至2025年末，高毅资产美股持仓的前十大重仓股分别为华住酒店集团、拼多多、谷歌、百胜中国、贝壳、雾芯科技、网易、爱奇艺、台积电和ISHARES TR，中概股占据主导地位。值得注意的是，华住酒店集团已经连续多个季度成为高毅资产美股第一大重仓股。据公开资料，华住酒店集团2025年第三季度的酒店营业额为306亿元，同比增长17.5%。去年三季度，华住酒店集团新开业酒店数749家，创下2025年前三季度新高。截至2025年三季度末，该集团在营酒店总数超过12000家，日均房价（ADR）为304元，为2024年同期的100.9%，华住会会员数量突破3亿，为全球第一，2025年三季度会员预订的间夜量同比增长19.7%。大手笔加仓拼多多从加仓动作来看，受益于经济复苏的中概股备受高毅资产青睐。美国证券交易委员会信息显示，截至去年末，高毅资产持有拼多多133.3万股，相较于去年三季度末大手笔增持了62.9万股。值得注意的是，同为千亿级私募的景林资产去年四季度也加仓了拼多多超60万股。从业绩来看，去年三季度拼多多实现营业收入1082.8亿元，同比增长9%，营收增速首次降至个位数区间。拼多多集团执行董事、联席CEO赵佳臻在财报电话会上表示，市场竞争加剧，叠加“千亿扶持计划”下对生态的持续投入，导致收入继续承压，经营利润率同比、环比双双下降。在此背景下，拼多多股价陷入调整，去年四季度股价回撤超14%，景林资产和高毅资产去年四季度的加仓动作颇有些抄底意味。另外，去年四季度，高毅资产还增持贝壳49.6万股，增持雾芯科技32.5万股，增持爱奇艺141万股，并新进买入逸仙电商。2026年内需有望逐步复苏事实上，不仅是高毅资产，多家私募2026年对内需修复进展预期乐观，认为可选消费、地产等板块存在机会。星石投资首席研究官喻宗亮分析称，国内消费彻底修复需要逐步观察，但拐点大概率越来越近了。具体来看，首先，地产周期对消费的扰动效应正在逐步减弱，内需正在被更多其他行业的发展所拉动；其次，社会资金活跃度不断提高，有望对经济修复形成正向作用；再次，政策层面的积极信号正在不断释放，如取消部分出口退税并增加内需领域支持。“整体而言，我们已经越来越接近内需趋势向上的拐点，内需板块表现的机会也将越来越多。”喻宗亮直言。和谐汇一消费精选投资经理赵雪也表示，高频数据显示近期房价下跌趋势放缓，房价稳定将显著有利于消费信心恢复。后续可以重点关注偏内需的结构性增长机会，如受益于出行需求韧性强的酒店行业，以及现制茶咖、化妆品等细分方向。来源：上海证券报","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":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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