Lilyguo的个人主页 - 老虎社区

Lilyguo

Lilyguo

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IP属地：海外

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2022-01-25

$Atlassian Corporation PLC(TEAM)$今天大盘这么惨你怎么这么稳

2022-01-14

$特斯拉(TSLA)$大盘都萎了你还在装什么[笑哭] [笑哭]

2021-11-23

休想骗我买中丐

美股调仓路径曝光！“三巨头”集体杀入同一赛道

2021-11-18

$Meta Platforms(FB)$为啥每天半死不活的

2021-11-12

$特斯拉(TSLA)$这几周震荡直到老马慢慢出完股票反正他不会让自己低位出的就在一个区间内磨就对了看1000-1100

2021-11-08

$特斯拉(TSLA)$马斯克是说要卖可没说哪天卖他能在被踩踏之后的低位卖吗？肯定不可能啊怎么也要拉一波出货啊

2021-11-06

$老虎证券(TIGR)$老虎和其他小盘股一共亏了四万多美金 10月初全部割肉清仓改做特斯拉和其他蓝筹股一个月四万多美金回本永远不要和市场对着干撞了南墙不可怕可怕的是撞完墙还不回头这次的学费就是交在没有严格执行止损总是盼着能反弹现在回过头来看当初割肉的点竟然还挺高了

2021-10-28

$老虎证券(TIGR)$发生了啥这是

2021-10-01

$Velodyne Lidar Inc(VLDR)$都是小散在跑

2021-09-24

$嘉楠科技(CAN)$我看你能跌到多少钱去我还就不卖了

2021-09-24

就每天都得搞点事

抱歉，原内容已删除

2021-09-22

$老虎证券(TIGR)$主力来了现在还卖空的就是傻了

2021-09-14

$老虎证券(TIGR)$大盘这么跌的情况下还是涨的就不错了没行情就睡觉去

2021-09-07

$Clover Health Corp(CLOV)$大资金在进入了要起飞了🛫️

2021-09-01

$老虎证券(TIGR)$空头慌了纷纷平仓话说评论里做🈳️的可真多

2021-09-01

$Workhorse Group, Inc.(WKHS)$空头还不平仓挤压要来了

2021-08-28

$Marin Software Inc.(MRIN)$起飞吧

2021-08-23

$老虎证券(TIGR)$出9转了怎么也得等过了9吧别急

2021-08-19

$老虎证券(TIGR)$都没有获利盘了全是在割肉的筹码不集中主力不会拉的要一直震荡直到更多人割肉才有低价筹码长线的就放着吧短期没行情

2021-08-19

$老虎证券(TIGR)$不玩的就赶紧走大单疯狂买入

去老虎APP查看更多动态

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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美股调仓路径曝光！“三巨头”集体杀入同一赛道\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-23 19:13 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/RKczgMlPtFrIMcm25jZyIA><strong>上海证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>继高瓴、景林资产披露美股持仓后，千亿级私募高毅资产的海外投资情况也相继曝光。\n美国证券交易委员会（SEC）网站数据显示，截至今年三季度末，高毅资产在美股市场持有18家公司的股票，总市值为2.12亿美元。从持仓情况来看，高毅资产对中概股青睐有加，拼多多是其第一大重仓股。\n值得注意的是，今年三季度，高毅资产与景林资产不约而同加仓了boss直聘、贝壳。与此同时，高瓴也坚持持有这两只标的，可见头部私募机构...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/RKczgMlPtFrIMcm25jZyIA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cde2e4fc86b629e1a7a7708ea53eb694","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://mp.weixin.qq.com/s/RKczgMlPtFrIMcm25jZyIA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114469010","content_text":"继高瓴、景林资产披露美股持仓后，千亿级私募高毅资产的海外投资情况也相继曝光。\n美国证券交易委员会（SEC）网站数据显示，截至今年三季度末，高毅资产在美股市场持有18家公司的股票，总市值为2.12亿美元。从持仓情况来看，高毅资产对中概股青睐有加，拼多多是其第一大重仓股。\n值得注意的是，今年三季度，高毅资产与景林资产不约而同加仓了boss直聘、贝壳。与此同时，高瓴也坚持持有这两只标的，可见头部私募机构对互联网线上平台个股的高关注度。从减持层面看，高毅资产今年三季度大手笔减持了教育股。\n中概股唱主角\n管理规模已过千亿人民币的高毅资产，早就开始布局海外市场，最近其美股调仓路径曝光。\n从高毅资产的美股持仓可以看出，其持仓的集中度依旧较高。截至今年三季度末，高毅资产美股前五大持仓为拼多多、中通快递、微博、网易和华住酒店，前五大重仓股合计市值为1.87亿美元，占整个高毅美股持仓的比例为88%。\n不仅是前五大重仓股全部为中概股，在高毅美股持仓的整体组合中，中概股也是主角。数据显示，截至三季度末，高毅持有18家美股公司，其中中概股数量为15只。\n\n高毅资产美股前十大重仓股\n具体来看，拼多多是高毅美股持仓中的第一大重仓股。数据显示，拼多多在今年前三季度下跌近50%，在此过程中，高毅一、二季度连续减仓，但却在三季度选择加仓，增持34.8万股，抄底动作明显。\n\n另外，高毅资产三季度末的前十大重仓股中出现了一张新面孔——小鹏汽车，该标的为高毅资产三季度新进股票，持股数量为14.7万股，持股市值达522.7万美元。\n平安证券研报显示，10月小鹏汽车总交付量为10138台，同比大增233%，克服行业性芯片供应挑战，连续两个月交付量突破万台。从股价表现来看，截至11月23日，小鹏汽车四季度以来已经涨超30%。\n\n“三巨头”集体杀入线上平台个股\n除了布局新能源，高毅资产三季度还加仓了贝壳、boss直聘等互联网线上平台个股。\n美国证券交易委员会（SEC）网站披露数据显示，截至三季度末，高毅资产持有贝壳4.64万股，相比于二季度末增加6437股，持有boss直聘6019股，相比于二季度末增加5669股。\n无独有偶，景林资产和高瓴近期披露的美股持仓中，也出现了互联网线上平台个股的身影。比如，三季度景林资产大手笔买入贝壳968万股，加仓boss直聘超50万股，加仓在线二手车经销商CARVANA10.7万股。截至三季度末，高瓴则持有贝壳501.2万股，持有boss直聘105万股，相比于二季度末持股数量没有变化。\n公开资料显示，贝壳脱胎于房地产经纪企业链家，于2018年4月成立，定位是技术驱动的“新居住”服务平台，为用户提供VR看房服务，以及估价、线上委托和资产管理服务。今年三季度，贝壳股价随着房地产行业的变化陷入调整，但高毅资产、景林资产和高瓴均颇为看好。\n\n另外，boss直聘也是一家线上服务平台，成立于2014年，致力于向企业客户和求职者提供服务，帮助他们通过移动应用程序和网站进行招聘和求职。中金公司发布人力资源行业专题报告称，我国招聘服务线下向线上迁移趋势显著，boss直聘以求职端思维开启高效招聘新时代。\n“互联网对传统行业的渗透仍在不断进行，在这个过程中涌现出来的优质公司，可能会颠覆传统行业的逻辑，而这类公司估值目前仍处于合理区间，大概率是非常好的值得长期持有的资产。”沪上一位百亿级私募人士直言。\n高毅大举减持教育股\n从减持动作来看，高毅资产三季度大举减持了教育股。\n数据显示，截至二季度末，高毅持有好未来76.3万股，但三季度末仅剩16.7万股，减持比例接近80%。同期，高毅资产还减持了新东方4.3万股，可见其对教育行业的谨慎态度。\n今年以来，由于政策层面的变化，教育板块出现巨幅调整，机构对该领域的意见分歧愈发明显。公开资料显示，在高毅资产大幅减持的过程中，高盛三季度则增持2837万股新东方，增持幅度高达352%，增持2138万股好未来，增持幅度达729%。\n“政策变化对于教育行业来说无疑是巨大冲击，后续哪些教育机构能够顺利实现转型还需要观察，因此市场分歧也会比较明显。”一位私募研究员表示。\n\n高毅资产美股持仓情况","news_type":1},"isVote":1,"tweetType":1,"viewCount":1200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878648244,"gmtCreate":1637192966193,"gmtModify":1637192966193,"author":{"id":"3585199317919958","authorId":"3585199317919958","name":"Lilyguo","avatar":"https://static.tigerbbs.com/b588a4e56349bcd79c5172b72830279a","crmLevel":5,"crmLevelSwitch":1},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/JD\">京东</a>跌1.48%。</p>\n<p>虚拟货币跌幅继续扩大，以太坊跌近8%，比特币跌超4%。美股区块链股盘前多数走低，<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>跌超6%，<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>跌超5%，<a href=\"https://laohu8.com/S/MARA\">Marathon Patent</a>跌5%，<a href=\"https://laohu8.com/S/SOS\">SOS</a>跌1.63%。<b>此前中国央行发布进一步防范和处置虚拟货币交易炒作风险的通知。同时，国家发展改革委也发布《关于整治虚拟货币“挖矿”活动的通知》。</b></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>盘前异动：重磅监管来袭，虚拟货币集体大跌</title>\n<style 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17:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>9月24日（周五），美股三大指数期货在盘前集体走低，纳指期货跌幅居前。周五市场重点关注包括美联储主席鲍威尔、欧洲央行执委、英国央行委员在内的多位央行官员讲话。</p>\n<p><img src=\"https://static.tigerbbs.com/74c37acfa247832dd3321789f979cc2d\" tg-width=\"585\" tg-height=\"224\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/NKE\">耐克</a>盘前跌超4%，因生产和发货的延迟，耐克Q1营收低于市场预期。截至周四收盘，耐克年初迄今股价已经累积上涨13%，但较8月份历史高点下跌9%左右。</p>\n<p><a href=\"https://laohu8.com/S/WB\">微博</a>盘前跌0.49%，消息称其已向港交所秘密递表申请二次上市。</p>\n<p><a href=\"https://laohu8.com/S/TCOM\">携程网</a>盘前跌0.41%，携程第二季度净营收为59亿元人民币，与去年同期相比增长86%，与上一季度相比增长43%，归属于公司股东的净亏损为6.47亿元人民币，去年同期为净亏损4.76亿元人民币。</p>\n<p>热门中概股盘前多数下跌，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌3.35%，雾芯科技跌1.71%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌1.83%，<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>跌2.07%，<a href=\"https://laohu8.com/S/JD\">京东</a>跌1.48%。</p>\n<p>虚拟货币跌幅继续扩大，以太坊跌近8%，比特币跌超4%。美股区块链股盘前多数走低，<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>跌超6%，<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>跌超5%，<a href=\"https://laohu8.com/S/MARA\">Marathon Patent</a>跌5%，<a href=\"https://laohu8.com/S/SOS\">SOS</a>跌1.63%。<b>此前中国央行发布进一步防范和处置虚拟货币交易炒作风险的通知。同时，国家发展改革委也发布《关于整治虚拟货币“挖矿”活动的通知》。</b></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a82005fdd5a20870413111b3adc1a547","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195939168","content_text":"9月24日（周五），美股三大指数期货在盘前集体走低，纳指期货跌幅居前。周五市场重点关注包括美联储主席鲍威尔、欧洲央行执委、英国央行委员在内的多位央行官员讲话。\n\n耐克盘前跌超4%，因生产和发货的延迟，耐克Q1营收低于市场预期。截至周四收盘，耐克年初迄今股价已经累积上涨13%，但较8月份历史高点下跌9%左右。\n微博盘前跌0.49%，消息称其已向港交所秘密递表申请二次上市。\n携程网盘前跌0.41%，携程第二季度净营收为59亿元人民币，与去年同期相比增长86%，与上一季度相比增长43%，归属于公司股东的净亏损为6.47亿元人民币，去年同期为净亏损4.76亿元人民币。\n热门中概股盘前多数下跌，贝壳跌3.35%，雾芯科技跌1.71%，拼多多跌1.83%，虎牙跌2.07%，京东跌1.48%。\n虚拟货币跌幅继续扩大，以太坊跌近8%，比特币跌超4%。美股区块链股盘前多数走低，嘉楠科技跌超6%，Riot Blockchain跌超5%，Marathon Patent跌5%，SOS跌1.63%。此前中国央行发布进一步防范和处置虚拟货币交易炒作风险的通知。同时，国家发展改革委也发布《关于整治虚拟货币“挖矿”活动的通知》。","news_type":1},"isVote":1,"tweetType":1,"viewCount":744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":835510780,"gmtCreate":1629726559940,"gmtModify":1629726559940,"author":{"id":"3585199317919958","authorId":"3585199317919958","name":"Lilyguo","avatar":"https://static.tigerbbs.com/b588a4e56349bcd79c5172b72830279a","crmLevel":5,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>出9转了 怎么也得等过了9吧 别急","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>出9转了 怎么也得等过了9吧 别急","text":"$老虎证券(TIGR)$出9转了 怎么也得等过了9吧 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