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虎虎生威1122
2022-02-01
第一张
@小虎活动:【新春大放送】小虎幸运转盘 ，晒晒你的幸运股！
虎虎生威1122
2021-11-25
$朝云集团(06601)$
亏到不忍心卖掉了……本来好不容易中了一个新股，结果一路跌跌不休，止损都觉得伤筋动骨了，唯有装死躺平
虎虎生威1122
2021-11-16
继续持有
抱歉，原内容已删除
虎虎生威1122
2021-05-27
何时才能把坑填平？我等到花儿都谢了……
虎虎生威1122
2021-05-21
$库客音乐(KUKE)$
什么时候才能把坑填平……
去老虎APP查看更多动态
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18:35","market":"us","language":"zh","title":"纵览13F文件：机构对中概股全力抄底，还是分歧依旧？","url":"https://stock-news.laohu8.com/highlight/detail?id=1138569971","media":"英为财情Investing","summary":"环顾Q3各机构的13F文件，机构对于中概股似乎仍然存在分歧。","content":"<p>近期又到了华尔街投资者最关注的文件13F文件密集发布的时期。每个季度此时，管理1亿美元以上股权资产的机构就会向SEC提交其资金去向以及持有个股的仓位。这些机构包括对冲基金、信托公司、养老金基金、保险公司等。</p>\n<p>今年以来，由于中国监管趋严，中概股板块出现急跌，一时间很多投资者都对中概股失去了信心。从二季度起，就有一些机构选择抛售这类个股，但是也有不少机构选择逢低买入。</p>\n<p>我们此前曾有文章文章分析，本季度，我们不妨再来看看机构对中概股的态度是否发生转变？环顾Q3各机构的13F文件，机构对于中概股似乎仍然存在分歧。</p>\n<blockquote>\n <b>一方面，一些大型投行机构确实在抛售中国科技股</b>。\n</blockquote>\n<p>例如：</p>\n<p>淡马锡的13F文件就显示，较6月底，该机构将<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> 的持仓减少了16%，至973万股。同时，该机构也减持了10.8%的<a href=\"https://laohu8.com/S/DIDI\">滴滴</a> (NYSE:DIDI)。</p>\n<p>而且，淡马锡还彻底清仓了<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>教育集团、<a href=\"https://laohu8.com/S/EDU\">新东方</a>等中概股的持仓。该机构首席投资策略师Rohit Sipahimalani在接受媒体采访时表示，淡马锡将会暂缓投资中国科技股，直到监管行动的影响进一步明朗化。</p>\n<p>与此同时，木头姐Cathie Wood旗下的ARK本季度也是连续第二季度减持中概股，本季度，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>ADR (OTC:TCEHY)成为了该基金最大的减持标的股，减持幅度达到0.74%；此外，<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>的13F文件也显示，该投行三季度坚持了阿里巴巴243万股，减持幅度达到32%。</p>\n<blockquote>\n <b>另一方面，仍有很多大型机构和基金选择加码中国概念股，看好其后市前景</b>。\n</blockquote>\n<p>例如：</p>\n<p>桥水基金的13F文件披露，该机构Q3买入阿里巴巴（BABA）约187万股，增持比例高达1.31倍，跃升至第七大重仓股。</p>\n<p>此外，还大幅增持其他中概股，包括持有192万股<a href=\"https://laohu8.com/S/PDD\">拼多多</a>公司，单季增持80万股；还加注80万股<a href=\"https://laohu8.com/S/JD\">京东</a>、118.7万股<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车、26.8万股<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>，同时新买入近900万股滴滴（DIDI）。</p>\n<p>桥水基金的创始人达里奥（Ray Dalio）近年来反复表示看好中国资产，他表示，投资者不应该对市场的短期波动感到忧虑，这会错过中国经济发展的红利。</p>\n<p>除了桥水基金，巴菲特的黄金拍档、<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦的副董事长芒格今年也已经两次抄底阿里巴巴，截至9月底，芒格旗下Daily Journal Corporation（DJCO）基金持有阿里巴巴个股单季增加82%，至约4,500万美元。</p>\n<p>而且，华尔街大投行<a href=\"https://laohu8.com/S/GS\">高盛</a>连续第二季度大手笔增持了中国网上招聘平台<a href=\"https://laohu8.com/S/BZ\">BOSS直聘</a> (NASDAQ:BZ)，目前该股已经成为了高盛中国类资产的第二大配置。</p>\n<p>无独有偶，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>三季度的前五大买入标的也包括了中概股哔哩哔哩。而高瓴资本的前十大持仓则有6只中概，包括百济神州、京东、爱奇艺、拼多多等。</p>\n<p>总体而言，市场人士认为，中国监管风险已经接近尾声，最坏的情况已经过去，本季度一众公司股价有望触底，较长线资金会重新选择增持该市场个股。</p>\n<p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>周二刚刚发布报告指出，地域关系趋缓将会有利于中概股的估值，特别是大型和流动性高的互联网企业和中小型股。</p>\n<p>同时，摩根士丹利也预期 A 股市场的表现还是会优于离岸中概股 (港股、美国 ADR)，并预期恒指明年底目标价与目前水平差不多，约在 25000 点的位置。</p>","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>纵览13F文件：机构对中概股全力抄底，还是分歧依旧？</title>\n<style 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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纵览13F文件：机构对中概股全力抄底，还是分歧依旧？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/92\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">英为财情Investing </p>\n<p class=\"h-time\">2021-11-16 18:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>近期又到了华尔街投资者最关注的文件13F文件密集发布的时期。每个季度此时，管理1亿美元以上股权资产的机构就会向SEC提交其资金去向以及持有个股的仓位。这些机构包括对冲基金、信托公司、养老金基金、保险公司等。</p>\n<p>今年以来，由于中国监管趋严，中概股板块出现急跌，一时间很多投资者都对中概股失去了信心。从二季度起，就有一些机构选择抛售这类个股，但是也有不少机构选择逢低买入。</p>\n<p>我们此前曾有文章文章分析，本季度，我们不妨再来看看机构对中概股的态度是否发生转变？环顾Q3各机构的13F文件，机构对于中概股似乎仍然存在分歧。</p>\n<blockquote>\n <b>一方面，一些大型投行机构确实在抛售中国科技股</b>。\n</blockquote>\n<p>例如：</p>\n<p>淡马锡的13F文件就显示，较6月底，该机构将<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> 的持仓减少了16%，至973万股。同时，该机构也减持了10.8%的<a href=\"https://laohu8.com/S/DIDI\">滴滴</a> (NYSE:DIDI)。</p>\n<p>而且，淡马锡还彻底清仓了<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>教育集团、<a href=\"https://laohu8.com/S/EDU\">新东方</a>等中概股的持仓。该机构首席投资策略师Rohit Sipahimalani在接受媒体采访时表示，淡马锡将会暂缓投资中国科技股，直到监管行动的影响进一步明朗化。</p>\n<p>与此同时，木头姐Cathie Wood旗下的ARK本季度也是连续第二季度减持中概股，本季度，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>ADR (OTC:TCEHY)成为了该基金最大的减持标的股，减持幅度达到0.74%；此外，<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>的13F文件也显示，该投行三季度坚持了阿里巴巴243万股，减持幅度达到32%。</p>\n<blockquote>\n <b>另一方面，仍有很多大型机构和基金选择加码中国概念股，看好其后市前景</b>。\n</blockquote>\n<p>例如：</p>\n<p>桥水基金的13F文件披露，该机构Q3买入阿里巴巴（BABA）约187万股，增持比例高达1.31倍，跃升至第七大重仓股。</p>\n<p>此外，还大幅增持其他中概股，包括持有192万股<a href=\"https://laohu8.com/S/PDD\">拼多多</a>公司，单季增持80万股；还加注80万股<a href=\"https://laohu8.com/S/JD\">京东</a>、118.7万股<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车、26.8万股<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>，同时新买入近900万股滴滴（DIDI）。</p>\n<p>桥水基金的创始人达里奥（Ray Dalio）近年来反复表示看好中国资产，他表示，投资者不应该对市场的短期波动感到忧虑，这会错过中国经济发展的红利。</p>\n<p>除了桥水基金，巴菲特的黄金拍档、<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦的副董事长芒格今年也已经两次抄底阿里巴巴，截至9月底，芒格旗下Daily Journal Corporation（DJCO）基金持有阿里巴巴个股单季增加82%，至约4,500万美元。</p>\n<p>而且，华尔街大投行<a href=\"https://laohu8.com/S/GS\">高盛</a>连续第二季度大手笔增持了中国网上招聘平台<a href=\"https://laohu8.com/S/BZ\">BOSS直聘</a> (NASDAQ:BZ)，目前该股已经成为了高盛中国类资产的第二大配置。</p>\n<p>无独有偶，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>三季度的前五大买入标的也包括了中概股哔哩哔哩。而高瓴资本的前十大持仓则有6只中概，包括百济神州、京东、爱奇艺、拼多多等。</p>\n<p>总体而言，市场人士认为，中国监管风险已经接近尾声，最坏的情况已经过去，本季度一众公司股价有望触底，较长线资金会重新选择增持该市场个股。</p>\n<p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>周二刚刚发布报告指出，地域关系趋缓将会有利于中概股的估值，特别是大型和流动性高的互联网企业和中小型股。</p>\n<p>同时，摩根士丹利也预期 A 股市场的表现还是会优于离岸中概股 (港股、美国 ADR)，并预期恒指明年底目标价与目前水平差不多，约在 25000 点的位置。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"TTTN":"老虎中美互联网巨头ETF","QNETCN":"纳斯达克中美互联网老虎指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138569971","content_text":"近期又到了华尔街投资者最关注的文件13F文件密集发布的时期。每个季度此时，管理1亿美元以上股权资产的机构就会向SEC提交其资金去向以及持有个股的仓位。这些机构包括对冲基金、信托公司、养老金基金、保险公司等。\n今年以来，由于中国监管趋严，中概股板块出现急跌，一时间很多投资者都对中概股失去了信心。从二季度起，就有一些机构选择抛售这类个股，但是也有不少机构选择逢低买入。\n我们此前曾有文章文章分析，本季度，我们不妨再来看看机构对中概股的态度是否发生转变？环顾Q3各机构的13F文件，机构对于中概股似乎仍然存在分歧。\n\n一方面，一些大型投行机构确实在抛售中国科技股。\n\n例如：\n淡马锡的13F文件就显示，较6月底，该机构将阿里巴巴 的持仓减少了16%，至973万股。同时，该机构也减持了10.8%的滴滴 (NYSE:DIDI)。\n而且，淡马锡还彻底清仓了百度、好未来教育集团、新东方等中概股的持仓。该机构首席投资策略师Rohit Sipahimalani在接受媒体采访时表示，淡马锡将会暂缓投资中国科技股，直到监管行动的影响进一步明朗化。\n与此同时，木头姐Cathie Wood旗下的ARK本季度也是连续第二季度减持中概股，本季度，腾讯控股ADR (OTC:TCEHY)成为了该基金最大的减持标的股，减持幅度达到0.74%；此外，瑞士信贷的13F文件也显示，该投行三季度坚持了阿里巴巴243万股，减持幅度达到32%。\n\n另一方面，仍有很多大型机构和基金选择加码中国概念股，看好其后市前景。\n\n例如：\n桥水基金的13F文件披露，该机构Q3买入阿里巴巴（BABA）约187万股，增持比例高达1.31倍，跃升至第七大重仓股。\n此外，还大幅增持其他中概股，包括持有192万股拼多多公司，单季增持80万股；还加注80万股京东、118.7万股蔚来汽车、26.8万股哔哩哔哩，同时新买入近900万股滴滴（DIDI）。\n桥水基金的创始人达里奥（Ray Dalio）近年来反复表示看好中国资产，他表示，投资者不应该对市场的短期波动感到忧虑，这会错过中国经济发展的红利。\n除了桥水基金，巴菲特的黄金拍档、伯克希尔哈撒韦的副董事长芒格今年也已经两次抄底阿里巴巴，截至9月底，芒格旗下Daily Journal Corporation（DJCO）基金持有阿里巴巴个股单季增加82%，至约4,500万美元。\n而且，华尔街大投行高盛连续第二季度大手笔增持了中国网上招聘平台BOSS直聘 (NASDAQ:BZ)，目前该股已经成为了高盛中国类资产的第二大配置。\n无独有偶，摩根士丹利三季度的前五大买入标的也包括了中概股哔哩哔哩。而高瓴资本的前十大持仓则有6只中概，包括百济神州、京东、爱奇艺、拼多多等。\n总体而言，市场人士认为，中国监管风险已经接近尾声，最坏的情况已经过去，本季度一众公司股价有望触底，较长线资金会重新选择增持该市场个股。\n摩根大通周二刚刚发布报告指出，地域关系趋缓将会有利于中概股的估值，特别是大型和流动性高的互联网企业和中小型股。\n同时，摩根士丹利也预期 A 股市场的表现还是会优于离岸中概股 (港股、美国 ADR)，并预期恒指明年底目标价与目前水平差不多，约在 25000 点的位置。","news_type":1},"isVote":1,"tweetType":1,"viewCount":843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633956409,"gmtCreate":1643705119901,"gmtModify":1643705119901,"author":{"id":"3563316979722280","authorId":"3563316979722280","name":"虎虎生威1122","avatar":"https://static.tigerbbs.com/6437de0531544109d1b71dcb8de27ac7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"第一张","listText":"第一张","text":"第一张","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633956409","repostId":"633962731","repostType":1,"repost":{"id":633962731,"gmtCreate":1643686156404,"gmtModify":1713510258111,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"【新春大放送】小虎幸运转盘 ，晒晒你的幸运股！","htmlText":"虎友们，新年好！ 祝大家虎年大吉，虎利全开！新的一年，面对着市场众多的股票，你将如何选择？一起来玩小游戏，看看你2022年的幸运股票是哪一只吗？截图抽出你的幸运股票，赢无限虎币！ 用手机截屏小虎转盘，把屏幕截图发送到本文的评论区，即视为完成参与！【奖励规则】 1、每截出一只股票，并发送评论区，即可获得30虎币 2、截全12只股票，并发送评论区，可获得360虎币 3、转发并在评论区<a target=\"_blank\" href=\"https://laohu8.com/U/3517110361358321\">@你的好友</a>，若他们截出了N个幸运股票，你可以额外获得N*10个虎币奖励（不设上限） 【活动时间】 现在 ~ 2月6日 【活动说明】 1、对于相同的股票截图， 每个小虎只奖励1次 2、复制粘贴他人的股票截图，视为无效 3、虎币将于活动结束后5个工作日内发放4、本次活动的最终解释权归老虎社区所有 截图晒出你2022年的幸运股票吧！别忘了让你的朋友们一起参与哦！祝大家虎年投资顺利！<a target=\"_blank\" href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>","listText":"虎友们，新年好！ 祝大家虎年大吉，虎利全开！新的一年，面对着市场众多的股票，你将如何选择？一起来玩小游戏，看看你2022年的幸运股票是哪一只吗？截图抽出你的幸运股票，赢无限虎币！ 用手机截屏小虎转盘，把屏幕截图发送到本文的评论区，即视为完成参与！【奖励规则】 1、每截出一只股票，并发送评论区，即可获得30虎币 2、截全12只股票，并发送评论区，可获得360虎币 3、转发并在评论区<a target=\"_blank\" href=\"https://laohu8.com/U/3517110361358321\">@你的好友</a>，若他们截出了N个幸运股票，你可以额外获得N*10个虎币奖励（不设上限） 【活动时间】 现在 ~ 2月6日 【活动说明】 1、对于相同的股票截图， 每个小虎只奖励1次 2、复制粘贴他人的股票截图，视为无效 3、虎币将于活动结束后5个工作日内发放4、本次活动的最终解释权归老虎社区所有 截图晒出你2022年的幸运股票吧！别忘了让你的朋友们一起参与哦！祝大家虎年投资顺利！<a target=\"_blank\" href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>","text":"虎友们，新年好！ 祝大家虎年大吉，虎利全开！新的一年，面对着市场众多的股票，你将如何选择？一起来玩小游戏，看看你2022年的幸运股票是哪一只吗？截图抽出你的幸运股票，赢无限虎币！ 用手机截屏小虎转盘，把屏幕截图发送到本文的评论区，即视为完成参与！【奖励规则】 1、每截出一只股票，并发送评论区，即可获得30虎币 2、截全12只股票，并发送评论区，可获得360虎币 3、转发并在评论区@你的好友，若他们截出了N个幸运股票，你可以额外获得N*10个虎币奖励（不设上限） 【活动时间】 现在 ~ 2月6日 【活动说明】 1、对于相同的股票截图， 每个小虎只奖励1次 2、复制粘贴他人的股票截图，视为无效 3、虎币将于活动结束后5个工作日内发放4、本次活动的最终解释权归老虎社区所有 截图晒出你2022年的幸运股票吧！别忘了让你的朋友们一起参与哦！祝大家虎年投资顺利！$老虎证券(TIGR)$","images":[{"img":"https://static.tigerbbs.com/ddc5c53fb32b3fd13f1e9b128eae1121","width":"1200","height":"1200"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633962731","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
