David Tepper，也并没有buy China everything

2024-11-15

一直说要buy China everything的David Tepper，也倒并没有buy everything。。。基本上40%的中国资产仓位，不过增加了173%的 $拼多多(PDD)$ ，69%的 $京东(JD)$ ，减了一些 $中国海外互联网ETF-KraneShares(KWEB)$ ， $中国大盘股ETF-iShares(FXI)$ 和 $阿里巴巴(BABA)$ ，阿里巴巴还是他最重的持仓

另外一个中概大多头，Michael Burry的持仓，还是继续增持阿里百度，不过应该是出于对冲的目的，买了大量的看跌期权。

为数不多对冲基金里看好中国资产的。不过现在特朗普又上台了，华尔街现在更偏向于“谨慎看多”中国股票了。也不只是中国股市，整个亚洲股市整体表现都不好，“特朗普交易”难道就只能做多美股了？

中概财报季！拼多多、美团…看好哪家表现？

中概开始陆续公布业绩：上周腾讯、阿里巴巴已经发布最新业绩报，本周小米、快手、拼多多、美团等科网股巨头财报陆续发布。拼多多2025财年实现净利润138.23亿美元，同比减少11.52%；美团Q4经调整净亏损150.8亿元，营收同比增4.1%略超预期【大家对近期中概财报变现有何看法？你看好哪家公司表现？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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33_Tiger
2024-11-18
33_Tiger
真相了

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