高毅资产二季度大幅加仓美光科技与闪迪台积电升至第一大重仓股

澎湃新闻08-13 21:59

千亿私募高毅资产的海外持仓曝光。　　美国证券交易委员会（SEC）网站数据显示，截至2026年二季度，高毅资产国际公司（Perseverance Asset Management International）在美股市场持有19只美股标的，持股总市值约为9.79亿美元（折合人民币约66亿元），多只中概股在列。　　从持股动向来看，今年二季度，高毅资产新进4只美股标的，加仓9只美股标的，减仓4只美股标的，...

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International）在美股市场持有19只美股标的，持股总市值约为9.79亿美元（折合人民币约66亿元），多只中概股在列。　　从持股动向来看，今年二季度，高毅资产新进4只美股标的，加仓9只美股标的，减仓4只美股标的，...</p>\n\n<a 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Asset Management International）在美股市场持有19只美股标的，持股总市值约为9.79亿美元（折合人民币约66亿元），多只中概股在列。　　从持股动向来看，今年二季度，高毅资产新进4只美股标的，加仓9只美股标的，减仓4只美股标的，2只美股标的持股不变。　　高毅资产的前五大重仓股依次为台积电、华住集团、拼多多、BOSS直聘、携程集团，合计占比超过78%，集中度较高。　　具体来看，高毅资产的美股第一大重仓股为台积电。截至2026年二季度末，高毅资产对其的持股市值约为2.38亿美元，占其美股总持仓的约24%。二季度，高毅重仓加仓了台积电约11.64%的股份，叠加该股今年来的股价涨幅超41%，使其从一季度末的第3大重仓股跃升为第1大重仓股。　　位居第四的Boss直聘被高毅资产大幅增持了175.17%，期末持股市值达到1.52亿美元，占其美股总持仓的约16%。不过，该股自今年以来跌幅超20%，表现不佳。　　此外，值得注意的是，高毅资产在二季度大幅加仓了存储龙头美光科技和闪迪。其中，高毅加仓美光超283%的股份，该股在今年来涨幅超219%，高毅对美光的持股市值接近3973万美元，为其第6大重仓股；加仓闪迪约192%的股份，该股在今年来涨幅超466%，高毅对闪迪的持股市值接近3638万美元，为其第7大重仓股。　　此外，高毅资产还在二季度加仓了BOSS直聘、携程集团、贝壳、华住集团、百胜中国、拼多多等个股。　　新进个股方面，高毅资产在二季度对维谛技术（Vertiv Holdings 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高毅资产二季度大幅加仓美光科技与闪迪 台积电升至第一大重仓股

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高毅资产二季度大幅加仓美光科技与闪迪台积电升至第一大重仓股