段永平继续加仓拼多多，大幅减持英伟达、谷歌_老虎社区_美港股上老虎

段永平继续加仓拼多多，大幅减持英伟达、谷歌

格隆汇08-15

截至二季度末，由段永平管理的H&H International Investment基金总持仓市值约191亿美元，约合人民币1370亿元，较去年四季度末的200亿美元有所下降。二季度，段永平继续增持拼多多，重新买入阿里巴巴，同时减持苹果、英伟达、谷歌、微软等，清仓台积电、CrowdStrike等个股。具体来看，截至6月30日，H&H International Investment共持有18只股票...

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免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

HAKUBUN
·08-17
看不懂。真心看不懂
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一题复
·08-16
数不过来的段永平
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华尔街色狼
·08-16
一个业余的散户为什么老是有新闻[捂脸]
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老鱻
·08-15
请教段爷，拼多多的优势是什么？或是说，有什么优势值得投资？持有多久？目标何时下车？谢谢[吃瓜]
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International Investment基金总持仓市值约191亿美元，约合人民币1370亿元，较去年四季度末的200亿美元有所下降。二季度，段永平继续增持拼多多，重新买入阿里巴巴，同时减持苹果、英伟达、谷歌、微软等，清仓台积电、CrowdStrike等个股。具体来看，截至6月30日，H&H International Investment共持有18只股票。苹果仍为第一大重仓股，持仓市值约78.4亿美元，占投资组合41.05%；伯克希尔B股位列第二，持仓市值约46.2亿美元，占比24.18%；拼多多以约19.1亿美元的持仓市值排名第三，占投资组合9.99%；特斯拉和英伟达则分列第四、第五位。从调仓动作来看，拼多多是段永平二季度加仓力度最大的标的，期间增持527.38万股，持股数量增至2502.21万股，较一季度末增长26.71%。截至二季度末，拼多多已稳居其第三大重仓股，持仓占比接近10%。近年来，段永平持续看好拼多多，并多次加码布局，使其持仓规模仅次于苹果和伯克希尔。除继续增持拼多多外，他还于二季度重新建仓阿里巴巴，新买入30.14万股，期末持仓市值约2893万美元。","kind":"live","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":true,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":597556569547872,"gmtCreate":1786906037592,"gmtModify":1786906039292,"author":{"id":"4228385961123602","authorId":"4228385961123602","name":"HAKUBUN","avatar":"https://static.tigerbbs.com/97e39f638d455bd5828c866ff7fee9d7","vip":1,"crmLevel":1,"crmLevelSwitch":0,"wearingBadges":[],"idStr":"4228385961123602","authorIdStr":"4228385961123602"},"htmlText":"看不懂。真心看不懂","listText":"看不懂。真心看不懂","text":"看不懂。真心看不懂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/597556569547872","repostId":2659712040,"repostType":4,"repost":{"id":"2659712040","kind":"live","pubTimestamp":1786773916,"share":"https://www.laohunote.com/m/news/2659712040?lang=zh_CN&edition=full","pubTime":"2026-08-15 14:05","market":"us","language":"zh","title":"段永平继续加仓拼多多，大幅减持英伟达、谷歌","url":"https://stock-news.laohu8.com/highlight/detail?id=2659712040","media":"格隆汇","summary":"截至二季度末，由段永平管理的H&H International Investment基金总持仓市值约191亿美元，约合人民币1370亿元，较去年四季度末的200亿美元有所下降。二季度，段永平继续增持拼","content":"<html><head></head><body><p style=\"text-align: left;\">截至二季度末，由段永平管理的H&amp;H International Investment基金总持仓市值约191亿美元，约合人民币1370亿元，较去年四季度末的200亿美元有所下降。二季度，段永平继续增持拼多多，重新买入阿里巴巴，同时减持苹果、英伟达、谷歌、微软等，清仓台积电、CrowdStrike等个股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e3e2ce5c89e76bf7905b8f7a825d0fc\" data-align=\"center\" tg-width=\"840\" tg-height=\"717\"/><span></span></p><p style=\"text-align: left;\">具体来看，截至6月30日，H&amp;H International Investment共持有18只股票。苹果仍为第一大重仓股，持仓市值约78.4亿美元，占投资组合41.05%；伯克希尔B股位列第二，持仓市值约46.2亿美元，占比24.18%；拼多多以约19.1亿美元的持仓市值排名第三，占投资组合9.99%；特斯拉和英伟达则分列第四、第五位。</p><p style=\"text-align: left;\">从调仓动作来看，拼多多是段永平二季度加仓力度最大的标的，期间增持527.38万股，持股数量增至2502.21万股，较一季度末增长26.71%。截至二季度末，拼多多已稳居其第三大重仓股，持仓占比接近10%。</p><p style=\"text-align: left;\">近年来，段永平持续看好拼多多，并多次加码布局，使其持仓规模仅次于苹果和伯克希尔。除继续增持拼多多外，他还于二季度重新建仓阿里巴巴，新买入30.14万股，期末持仓市值约2893万美元。</p><p style=\"text-align: left;\"></p></body></html>","source":"live_gelonghui","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>段永平继续加仓拼多多，大幅减持英伟达、谷歌</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段永平继续加仓拼多多，大幅减持英伟达、谷歌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-15 14:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>截至二季度末，由段永平管理的H&H International Investment基金总持仓市值约191亿美元，约合人民币1370亿元，较去年四季度末的200亿美元有所下降。二季度，段永平继续增持拼多多，重新买入阿里巴巴，同时减持苹果、英伟达、谷歌、微软等，清仓台积电、CrowdStrike等个股。具体来看，截至6月30日，H&H International Investment共持有18只股票...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/893c4259212e1f56adaa2aed6196983d","relate_stocks":{"LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1821325948.USD":"NINETY ONE GSF GLOBAL MACRO ALLOCATION \"A\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","BK4576":"AR","XLK":"高科技指数ETF-SPDR","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4575":"芯片概念","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","GAMR":"Amplify Video Game Leaders ETF","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) 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Investment共持有18只股票。苹果仍为第一大重仓股，持仓市值约78.4亿美元，占投资组合41.05%；伯克希尔B股位列第二，持仓市值约46.2亿美元，占比24.18%；拼多多以约19.1亿美元的持仓市值排名第三，占投资组合9.99%；特斯拉和英伟达则分列第四、第五位。从调仓动作来看，拼多多是段永平二季度加仓力度最大的标的，期间增持527.38万股，持股数量增至2502.21万股，较一季度末增长26.71%。截至二季度末，拼多多已稳居其第三大重仓股，持仓占比接近10%。近年来，段永平持续看好拼多多，并多次加码布局，使其持仓规模仅次于苹果和伯克希尔。除继续增持拼多多外，他还于二季度重新建仓阿里巴巴，新买入30.14万股，期末持仓市值约2893万美元。","news_type":1,"symbols_score_info":{"TRUC":0.6,"GGLS":0.6,"AVEM":0.6,"TSMG":0.6,"THMR":0.6,"TTXU":0.6,"NULC":0.6,"AGOX":0.6,"EMC":0.6,"GOOY":0.6,"ONLN":0.6,"PDDL":0.6,"SNVD.UK":0.6,"CGIC":0.6,"GAMR":0.6,"XDAT":0.6,"NVDB":0.6,"GXPC":0.6,"NVD3.UK":0.6,"AVSE":0.6,"SHOC":0.6,"03145":0.6,"SMH":0.6,"NVYY":0.6,"WUGI":0.6,"SOXY":0.6,"SMHX":0.6,"AIQ":0.6,"FDNI":0.6,"EMM":0.6,"IETC":0.6,"SNPE":0.6,"CLSE":0.6,"KNOW":0.6,"AIPI":0.6,"TSMZ":0.6,"TRFK":0.6,"CHPX":0.6,"TTEQ":0.6,"NVDX":0.6,"NVDS.UK":0.6,"BABA":1.85,"CQTM":0.6,"ESIM":0.6,"NVDG":0.6,"LTL":0.6,"TSMU":0.6,"ARTY":0.6,"DRAG":0.6,"ASIA":0.6,"NVDD":0.6,"KPDD":0.6,"SNVDAmain":0.6,"DIPS":0.6,"USXF":0.6,"ESUM":0.6,"GOOX":0.6,"SOXQ":0.6,"SPTE":0.6,"KWEB":0.6,"USD":0.6,"CGNG":0.6,"GOOP":0.6,"GGLL":0.6,"CORO":0.6,"07388":0.6,"FTEC":0.6,"AVXC":0.6,"GOOW":0.6,"BABU":0.6,"GOOGL":1.9,"CGGO":0.6,"ILDR":0.6,"TSMX":0.6,"NVDS":0.6,"IXN":0.6,"FDTX":0.6,"XLC":0.6,"ANV":0.6,"NVDY":0.6,"TSM":1.84,"STSM":0.6,"NVDL":0.6,"LFGY":0.6,"CLIX":0.6,"NVDQ":0.6,"TYLG":0.6,"ROM":0.6,"MEMX":0.6,"BABO":0.6,"TSMY":0.6,"FAI":0.6,"BLOX":0.6,"NVIW.SI":0.6,"ESLG":0.6,"VGT":0.6,"NVD2.UK":0.6,"BABW":0.6,"BABX":0.6,"VT":0.6,"BAI":0.6,"JGRO":0.6,"OGIG":0.6,"TINS":0.6,"ADVE":0.6,"XLK":0.6,"METV":0.6,"WISE":0.6,"FCOM":0.6,"SOXX":0.6,"NVD":0.6,"09988":1.85,"NVDW":0.6,"NVDU":0.6,"GOU":0.6,"SPWO":0.6,"ABFL":0.6,"NVDA":1.92,"NVII":0.6,"CNEQ":0.6,"3NVD.UK":0.6,"PDD":1.97,"2NVD.UK":0.6,"BBYY":0.6,"SKYY":0.6,"TEK":0.6,"EFIV":0.6,"CWI":0.6,"07788":0.6,"NVDO":0.6,"CMAG":0.6,"CGDG":0.6,"ALBmain":0.6,"CHAT":0.6,"VOX":0.6,"AIFD":0.6,"KBAB":0.6,"UMMA":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":597286755964120,"gmtCreate":1786840185755,"gmtModify":1786842109318,"author":{"id":"3576460314986999","authorId":"3576460314986999","name":"一题复","avatar":"https://static.tigerbbs.com/9e68b1ca8834570b5f02d15c40600197","vip":1,"crmLevel":1,"crmLevelSwitch":0,"wearingBadges":[],"idStr":"3576460314986999","authorIdStr":"3576460314986999"},"htmlText":"数不过来的段永平","listText":"数不过来的段永平","text":"数不过来的段永平","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/597286755964120","repostId":2659712040,"repostType":2,"repost":{"id":"2659712040","kind":"live","pubTimestamp":1786773916,"share":"https://www.laohunote.com/m/news/2659712040?lang=zh_CN&edition=full","pubTime":"2026-08-15 14:05","market":"us","language":"zh","title":"段永平继续加仓拼多多，大幅减持英伟达、谷歌","url":"https://stock-news.laohu8.com/highlight/detail?id=2659712040","media":"格隆汇","summary":"截至二季度末，由段永平管理的H&H International Investment基金总持仓市值约191亿美元，约合人民币1370亿元，较去年四季度末的200亿美元有所下降。二季度，段永平继续增持拼","content":"<html><head></head><body><p style=\"text-align: left;\">截至二季度末，由段永平管理的H&amp;H International Investment基金总持仓市值约191亿美元，约合人民币1370亿元，较去年四季度末的200亿美元有所下降。二季度，段永平继续增持拼多多，重新买入阿里巴巴，同时减持苹果、英伟达、谷歌、微软等，清仓台积电、CrowdStrike等个股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e3e2ce5c89e76bf7905b8f7a825d0fc\" data-align=\"center\" tg-width=\"840\" tg-height=\"717\"/><span></span></p><p style=\"text-align: left;\">具体来看，截至6月30日，H&amp;H International Investment共持有18只股票。苹果仍为第一大重仓股，持仓市值约78.4亿美元，占投资组合41.05%；伯克希尔B股位列第二，持仓市值约46.2亿美元，占比24.18%；拼多多以约19.1亿美元的持仓市值排名第三，占投资组合9.99%；特斯拉和英伟达则分列第四、第五位。</p><p style=\"text-align: left;\">从调仓动作来看，拼多多是段永平二季度加仓力度最大的标的，期间增持527.38万股，持股数量增至2502.21万股，较一季度末增长26.71%。截至二季度末，拼多多已稳居其第三大重仓股，持仓占比接近10%。</p><p style=\"text-align: left;\">近年来，段永平持续看好拼多多，并多次加码布局，使其持仓规模仅次于苹果和伯克希尔。除继续增持拼多多外，他还于二季度重新建仓阿里巴巴，新买入30.14万股，期末持仓市值约2893万美元。</p><p style=\"text-align: left;\"></p></body></html>","source":"live_gelonghui","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>段永平继续加仓拼多多，大幅减持英伟达、谷歌</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段永平继续加仓拼多多，大幅减持英伟达、谷歌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-15 14:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>截至二季度末，由段永平管理的H&H International Investment基金总持仓市值约191亿美元，约合人民币1370亿元，较去年四季度末的200亿美元有所下降。二季度，段永平继续增持拼多多，重新买入阿里巴巴，同时减持苹果、英伟达、谷歌、微软等，清仓台积电、CrowdStrike等个股。具体来看，截至6月30日，H&H International Investment共持有18只股票...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/893c4259212e1f56adaa2aed6196983d","relate_stocks":{"LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1821325948.USD":"NINETY ONE GSF GLOBAL MACRO ALLOCATION \"A\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","BK4576":"AR","XLK":"高科技指数ETF-SPDR","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4575":"芯片概念","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","GAMR":"Amplify Video Game Leaders ETF","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) 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Investment共持有18只股票。苹果仍为第一大重仓股，持仓市值约78.4亿美元，占投资组合41.05%；伯克希尔B股位列第二，持仓市值约46.2亿美元，占比24.18%；拼多多以约19.1亿美元的持仓市值排名第三，占投资组合9.99%；特斯拉和英伟达则分列第四、第五位。从调仓动作来看，拼多多是段永平二季度加仓力度最大的标的，期间增持527.38万股，持股数量增至2502.21万股，较一季度末增长26.71%。截至二季度末，拼多多已稳居其第三大重仓股，持仓占比接近10%。近年来，段永平持续看好拼多多，并多次加码布局，使其持仓规模仅次于苹果和伯克希尔。除继续增持拼多多外，他还于二季度重新建仓阿里巴巴，新买入30.14万股，期末持仓市值约2893万美元。","news_type":1,"symbols_score_info":{"TRUC":0.6,"GGLS":0.6,"AVEM":0.6,"TSMG":0.6,"THMR":0.6,"TTXU":0.6,"NULC":0.6,"AGOX":0.6,"EMC":0.6,"GOOY":0.6,"ONLN":0.6,"PDDL":0.6,"SNVD.UK":0.6,"CGIC":0.6,"GAMR":0.6,"XDAT":0.6,"NVDB":0.6,"GXPC":0.6,"NVD3.UK":0.6,"AVSE":0.6,"SHOC":0.6,"03145":0.6,"SMH":0.6,"NVYY":0.6,"WUGI":0.6,"SOXY":0.6,"SMHX":0.6,"AIQ":0.6,"FDNI":0.6,"EMM":0.6,"IETC":0.6,"SNPE":0.6,"CLSE":0.6,"KNOW":0.6,"AIPI":0.6,"TSMZ":0.6,"TRFK":0.6,"CHPX":0.6,"TTEQ":0.6,"NVDX":0.6,"NVDS.UK":0.6,"BABA":1.85,"CQTM":0.6,"ESIM":0.6,"NVDG":0.6,"LTL":0.6,"TSMU":0.6,"ARTY":0.6,"DRAG":0.6,"ASIA":0.6,"NVDD":0.6,"KPDD":0.6,"SNVDAmain":0.6,"DIPS":0.6,"USXF":0.6,"ESUM":0.6,"GOOX":0.6,"SOXQ":0.6,"SPTE":0.6,"KWEB":0.6,"USD":0.6,"CGNG":0.6,"GOOP":0.6,"GGLL":0.6,"CORO":0.6,"07388":0.6,"FTEC":0.6,"AVXC":0.6,"GOOW":0.6,"BABU":0.6,"GOOGL":1.9,"CGGO":0.6,"ILDR":0.6,"TSMX":0.6,"NVDS":0.6,"IXN":0.6,"FDTX":0.6,"XLC":0.6,"ANV":0.6,"NVDY":0.6,"TSM":1.84,"STSM":0.6,"NVDL":0.6,"LFGY":0.6,"CLIX":0.6,"NVDQ":0.6,"TYLG":0.6,"ROM":0.6,"MEMX":0.6,"BABO":0.6,"TSMY":0.6,"FAI":0.6,"BLOX":0.6,"NVIW.SI":0.6,"ESLG":0.6,"VGT":0.6,"NVD2.UK":0.6,"BABW":0.6,"BABX":0.6,"VT":0.6,"BAI":0.6,"JGRO":0.6,"OGIG":0.6,"TINS":0.6,"ADVE":0.6,"XLK":0.6,"METV":0.6,"WISE":0.6,"FCOM":0.6,"SOXX":0.6,"NVD":0.6,"09988":1.85,"NVDW":0.6,"NVDU":0.6,"GOU":0.6,"SPWO":0.6,"ABFL":0.6,"NVDA":1.92,"NVII":0.6,"CNEQ":0.6,"3NVD.UK":0.6,"PDD":1.97,"2NVD.UK":0.6,"BBYY":0.6,"SKYY":0.6,"TEK":0.6,"EFIV":0.6,"CWI":0.6,"07788":0.6,"NVDO":0.6,"CMAG":0.6,"CGDG":0.6,"ALBmain":0.6,"CHAT":0.6,"VOX":0.6,"AIFD":0.6,"KBAB":0.6,"UMMA":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":597253311718136,"gmtCreate":1786831924972,"gmtModify":1786831927103,"author":{"id":"3528918950583749","authorId":"3528918950583749","name":"华尔街色狼","avatar":"https://static.tigerbbs.com/8184239652ff276ae07cbc6cecf3807c","vip":1,"crmLevel":1,"crmLevelSwitch":0,"wearingBadges":[],"idStr":"3528918950583749","authorIdStr":"3528918950583749"},"htmlText":"一个业余的散户为什么老是有新闻[捂脸]&nbsp;&nbsp;","listText":"一个业余的散户为什么老是有新闻[捂脸]&nbsp;&nbsp;","text":"一个业余的散户为什么老是有新闻[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/597253311718136","repostId":2659712040,"repostType":2,"repost":{"id":"2659712040","kind":"live","pubTimestamp":1786773916,"share":"https://www.laohunote.com/m/news/2659712040?lang=zh_CN&edition=full","pubTime":"2026-08-15 14:05","market":"us","language":"zh","title":"段永平继续加仓拼多多，大幅减持英伟达、谷歌","url":"https://stock-news.laohu8.com/highlight/detail?id=2659712040","media":"格隆汇","summary":"截至二季度末，由段永平管理的H&H International Investment基金总持仓市值约191亿美元，约合人民币1370亿元，较去年四季度末的200亿美元有所下降。二季度，段永平继续增持拼","content":"<html><head></head><body><p style=\"text-align: left;\">截至二季度末，由段永平管理的H&amp;H International Investment基金总持仓市值约191亿美元，约合人民币1370亿元，较去年四季度末的200亿美元有所下降。二季度，段永平继续增持拼多多，重新买入阿里巴巴，同时减持苹果、英伟达、谷歌、微软等，清仓台积电、CrowdStrike等个股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e3e2ce5c89e76bf7905b8f7a825d0fc\" data-align=\"center\" tg-width=\"840\" tg-height=\"717\"/><span></span></p><p style=\"text-align: left;\">具体来看，截至6月30日，H&amp;H International Investment共持有18只股票。苹果仍为第一大重仓股，持仓市值约78.4亿美元，占投资组合41.05%；伯克希尔B股位列第二，持仓市值约46.2亿美元，占比24.18%；拼多多以约19.1亿美元的持仓市值排名第三，占投资组合9.99%；特斯拉和英伟达则分列第四、第五位。</p><p style=\"text-align: left;\">从调仓动作来看，拼多多是段永平二季度加仓力度最大的标的，期间增持527.38万股，持股数量增至2502.21万股，较一季度末增长26.71%。截至二季度末，拼多多已稳居其第三大重仓股，持仓占比接近10%。</p><p style=\"text-align: left;\">近年来，段永平持续看好拼多多，并多次加码布局，使其持仓规模仅次于苹果和伯克希尔。除继续增持拼多多外，他还于二季度重新建仓阿里巴巴，新买入30.14万股，期末持仓市值约2893万美元。</p><p style=\"text-align: left;\"></p></body></html>","source":"live_gelonghui","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>段永平继续加仓拼多多，大幅减持英伟达、谷歌</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段永平继续加仓拼多多，大幅减持英伟达、谷歌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-15 14:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>截至二季度末，由段永平管理的H&H International Investment基金总持仓市值约191亿美元，约合人民币1370亿元，较去年四季度末的200亿美元有所下降。二季度，段永平继续增持拼多多，重新买入阿里巴巴，同时减持苹果、英伟达、谷歌、微软等，清仓台积电、CrowdStrike等个股。具体来看，截至6月30日，H&H International Investment共持有18只股票...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/893c4259212e1f56adaa2aed6196983d","relate_stocks":{"LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1821325948.USD":"NINETY ONE GSF GLOBAL MACRO ALLOCATION \"A\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","BK4576":"AR","XLK":"高科技指数ETF-SPDR","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4575":"芯片概念","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","GAMR":"Amplify Video Game Leaders ETF","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) 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\"A\" (USD) ACC","CGDG":"Capital Group Dividend Growers ETF","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU1868837722.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"2\" (USD) ACC","TSMG":"2倍做多TSM ETF- Leverage Shares","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","PDD":"拼多多"},"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2659712040","content_text":"截至二季度末，由段永平管理的H&H International Investment基金总持仓市值约191亿美元，约合人民币1370亿元，较去年四季度末的200亿美元有所下降。二季度，段永平继续增持拼多多，重新买入阿里巴巴，同时减持苹果、英伟达、谷歌、微软等，清仓台积电、CrowdStrike等个股。具体来看，截至6月30日，H&H International Investment共持有18只股票。苹果仍为第一大重仓股，持仓市值约78.4亿美元，占投资组合41.05%；伯克希尔B股位列第二，持仓市值约46.2亿美元，占比24.18%；拼多多以约19.1亿美元的持仓市值排名第三，占投资组合9.99%；特斯拉和英伟达则分列第四、第五位。从调仓动作来看，拼多多是段永平二季度加仓力度最大的标的，期间增持527.38万股，持股数量增至2502.21万股，较一季度末增长26.71%。截至二季度末，拼多多已稳居其第三大重仓股，持仓占比接近10%。近年来，段永平持续看好拼多多，并多次加码布局，使其持仓规模仅次于苹果和伯克希尔。除继续增持拼多多外，他还于二季度重新建仓阿里巴巴，新买入30.14万股，期末持仓市值约2893万美元。","news_type":1,"symbols_score_info":{"TRUC":0.6,"GGLS":0.6,"AVEM":0.6,"TSMG":0.6,"THMR":0.6,"TTXU":0.6,"NULC":0.6,"AGOX":0.6,"EMC":0.6,"GOOY":0.6,"ONLN":0.6,"PDDL":0.6,"SNVD.UK":0.6,"CGIC":0.6,"GAMR":0.6,"XDAT":0.6,"NVDB":0.6,"GXPC":0.6,"NVD3.UK":0.6,"AVSE":0.6,"SHOC":0.6,"03145":0.6,"SMH":0.6,"NVYY":0.6,"WUGI":0.6,"SOXY":0.6,"SMHX":0.6,"AIQ":0.6,"FDNI":0.6,"EMM":0.6,"IETC":0.6,"SNPE":0.6,"CLSE":0.6,"KNOW":0.6,"AIPI":0.6,"TSMZ":0.6,"TRFK":0.6,"CHPX":0.6,"TTEQ":0.6,"NVDX":0.6,"NVDS.UK":0.6,"BABA":1.85,"CQTM":0.6,"ESIM":0.6,"NVDG":0.6,"LTL":0.6,"TSMU":0.6,"ARTY":0.6,"DRAG":0.6,"ASIA":0.6,"NVDD":0.6,"KPDD":0.6,"SNVDAmain":0.6,"DIPS":0.6,"USXF":0.6,"ESUM":0.6,"GOOX":0.6,"SOXQ":0.6,"SPTE":0.6,"KWEB":0.6,"USD":0.6,"CGNG":0.6,"GOOP":0.6,"GGLL":0.6,"CORO":0.6,"07388":0.6,"FTEC":0.6,"AVXC":0.6,"GOOW":0.6,"BABU":0.6,"GOOGL":1.9,"CGGO":0.6,"ILDR":0.6,"TSMX":0.6,"NVDS":0.6,"IXN":0.6,"FDTX":0.6,"XLC":0.6,"ANV":0.6,"NVDY":0.6,"TSM":1.84,"STSM":0.6,"NVDL":0.6,"LFGY":0.6,"CLIX":0.6,"NVDQ":0.6,"TYLG":0.6,"ROM":0.6,"MEMX":0.6,"BABO":0.6,"TSMY":0.6,"FAI":0.6,"BLOX":0.6,"NVIW.SI":0.6,"ESLG":0.6,"VGT":0.6,"NVD2.UK":0.6,"BABW":0.6,"BABX":0.6,"VT":0.6,"BAI":0.6,"JGRO":0.6,"OGIG":0.6,"TINS":0.6,"ADVE":0.6,"XLK":0.6,"METV":0.6,"WISE":0.6,"FCOM":0.6,"SOXX":0.6,"NVD":0.6,"09988":1.85,"NVDW":0.6,"NVDU":0.6,"GOU":0.6,"SPWO":0.6,"ABFL":0.6,"NVDA":1.92,"NVII":0.6,"CNEQ":0.6,"3NVD.UK":0.6,"PDD":1.97,"2NVD.UK":0.6,"BBYY":0.6,"SKYY":0.6,"TEK":0.6,"EFIV":0.6,"CWI":0.6,"07788":0.6,"NVDO":0.6,"CMAG":0.6,"CGDG":0.6,"ALBmain":0.6,"CHAT":0.6,"VOX":0.6,"AIFD":0.6,"KBAB":0.6,"UMMA":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":597154609504400,"gmtCreate":1786807844228,"gmtModify":1786807846290,"author":{"id":"4243056081356982","authorId":"4243056081356982","name":"老鱻","avatar":"https://static.tigerbbs.com/38c68e55e228ceed324e3b1973979c24","vip":1,"crmLevel":12,"crmLevelSwitch":0,"wearingBadges":[{"categoryType":1100,"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","name":"实盘交易者","description":"完成一笔实盘交易","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000,"sortingWeight":0,"wearable":0}],"idStr":"4243056081356982","authorIdStr":"4243056081356982"},"htmlText":"请教段爷，拼多多的优势是什么？或是说，有什么优势值得投资？持有多久？目标何时下车？谢谢[吃瓜]&nbsp;&nbsp;","listText":"请教段爷，拼多多的优势是什么？或是说，有什么优势值得投资？持有多久？目标何时下车？谢谢[吃瓜]&nbsp;&nbsp;","text":"请教段爷，拼多多的优势是什么？或是说，有什么优势值得投资？持有多久？目标何时下车？谢谢[吃瓜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/597154609504400","repostId":2659712040,"repostType":4,"repost":{"id":"2659712040","kind":"live","pubTimestamp":1786773916,"share":"https://www.laohunote.com/m/news/2659712040?lang=zh_CN&edition=full","pubTime":"2026-08-15 14:05","market":"us","language":"zh","title":"段永平继续加仓拼多多，大幅减持英伟达、谷歌","url":"https://stock-news.laohu8.com/highlight/detail?id=2659712040","media":"格隆汇","summary":"截至二季度末，由段永平管理的H&H International Investment基金总持仓市值约191亿美元，约合人民币1370亿元，较去年四季度末的200亿美元有所下降。二季度，段永平继续增持拼","content":"<html><head></head><body><p style=\"text-align: left;\">截至二季度末，由段永平管理的H&amp;H International Investment基金总持仓市值约191亿美元，约合人民币1370亿元，较去年四季度末的200亿美元有所下降。二季度，段永平继续增持拼多多，重新买入阿里巴巴，同时减持苹果、英伟达、谷歌、微软等，清仓台积电、CrowdStrike等个股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e3e2ce5c89e76bf7905b8f7a825d0fc\" data-align=\"center\" tg-width=\"840\" tg-height=\"717\"/><span></span></p><p style=\"text-align: left;\">具体来看，截至6月30日，H&amp;H International Investment共持有18只股票。苹果仍为第一大重仓股，持仓市值约78.4亿美元，占投资组合41.05%；伯克希尔B股位列第二，持仓市值约46.2亿美元，占比24.18%；拼多多以约19.1亿美元的持仓市值排名第三，占投资组合9.99%；特斯拉和英伟达则分列第四、第五位。</p><p style=\"text-align: left;\">从调仓动作来看，拼多多是段永平二季度加仓力度最大的标的，期间增持527.38万股，持股数量增至2502.21万股，较一季度末增长26.71%。截至二季度末，拼多多已稳居其第三大重仓股，持仓占比接近10%。</p><p style=\"text-align: left;\">近年来，段永平持续看好拼多多，并多次加码布局，使其持仓规模仅次于苹果和伯克希尔。除继续增持拼多多外，他还于二季度重新建仓阿里巴巴，新买入30.14万股，期末持仓市值约2893万美元。</p><p style=\"text-align: left;\"></p></body></html>","source":"live_gelonghui","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>段永平继续加仓拼多多，大幅减持英伟达、谷歌</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段永平继续加仓拼多多，大幅减持英伟达、谷歌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-15 14:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>截至二季度末，由段永平管理的H&H International Investment基金总持仓市值约191亿美元，约合人民币1370亿元，较去年四季度末的200亿美元有所下降。二季度，段永平继续增持拼多多，重新买入阿里巴巴，同时减持苹果、英伟达、谷歌、微软等，清仓台积电、CrowdStrike等个股。具体来看，截至6月30日，H&H International Investment共持有18只股票...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/893c4259212e1f56adaa2aed6196983d","relate_stocks":{"LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1821325948.USD":"NINETY ONE GSF GLOBAL MACRO ALLOCATION \"A\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","BK4576":"AR","XLK":"高科技指数ETF-SPDR","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4575":"芯片概念","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","GAMR":"Amplify Video Game Leaders ETF","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) 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