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- 我在远方我在远方
  ·2019-11-15
  这篇文章不错，转发给大家看
  高瓴、景林海外持股大曝光！一股竟暴涨60％！
  近期拿下格力电器的高瓴资本，正处于市场关注的焦点。无论是在一级市场还是在二级市场，极高的成功率都使得高瓴资本的一举一动颇受业内外人士的关注。而今日凌晨，高瓴资本在美股最新的持仓数据也披露了。结合此前
  高瓴、景林海外持股大曝光！一股竟暴涨60％！
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- 我在远方我在远方
  ·2018-12-16
  #2018投资大复盘#小米啊，加油＾０＾~
  965 评论
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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/753c9aba3202037bc97463c545d5d015","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175449310","content_text":"近期拿下格力电器的高瓴资本，正处于市场关注的焦点。无论是在一级市场还是在二级市场，极高的成功率都使得高瓴资本的一举一动颇受业内外人士的关注。\n而今日凌晨，高瓴资本在美股最新的持仓数据也披露了。结合此前已披露相关数据的景林资产，记者带大家简单看看两者在美的最新持仓。\n据美国证券交易委员会（SEC）的最新数据显示，截至三季度末，高瓴资本共计持有美股64家公司，持有市值为72.7亿美元（约合人民币510亿元）；景林资产则合计持有30家企业，持有市值达16.1亿美元（约合人民币113亿元）。\n具体来看，高瓴的第一重仓股依旧为爱奇艺，持有股数为5051.62万股，持仓市值8.15亿美元（约合人民币57亿元），占整个组合约11%的比重。组合中，中国互联网企业仍是“压仓石”，此外，生物科技、医药股颇受高瓴青睐，从新进和增持的20余家企业中，绝大部分为这类企业。\n景林资产则大幅增持阿里巴巴，百亿持仓规模中，近半仓位都是阿里巴巴。\n高瓴资本57亿重仓爱奇艺 十大重仓股占比达62%\n高瓴的第一重仓股依旧为爱奇艺，持有股数为5051.62万股，持仓市值则为8.15亿美元（约合人民币57亿元），市值虽然相较于二季度缩水超20%，但仍占整个组合约11%的比重。\n不过数据显示，三季度高瓴资本其实并未对爱奇艺作出操作，市值缩水的原因主要为爱奇艺股价的下跌。不过高瓴资本坚持重仓持有，依然为爱奇艺的第一大机构股东。\n\n其次重仓的为百济神州、好未来、京东、优步等，数据显示，高瓴资本前十大持仓的合计市值高达45.43亿美元，占整个组合比重达62%。\n\n百济神州抗癌新药刚刚获批在美上市 四季度以来股价暴涨60％\n值得注意的是，作为长期重仓的股票，百济神州今日传来重磅利好消息，刚刚！美国食品药品监督管理局（FDA）宣布，中国百济神州自主研发的抗癌新药BRUKINSA?（英文商品名：BRUKINSA?，通用名：泽布替尼），以“突破性疗法”的身份，“优先审评”获准上市。泽布替尼成为第一个在美获批上市的中国本土自主研发的抗癌新药，改写了中国抗癌药“只进不出”的尴尬历史。\n\n获批的泽布替尼用于治疗既往接受过至少一项疗法的套细胞淋巴瘤（MCL）患者。套细胞淋巴瘤通常预后很差，中位生存期为三至四年。套细胞淋巴瘤在诊断时通常已经处于疾病晚期，它是全球范围内发病率增速最快的恶性肿瘤之一。\n\n对于此次获批，市场此前已有较大预期。反映在股价表现上，美股上市的百济神州自四季度以来股价大幅上涨，累计涨幅高达60％。最新市值逼近千亿元人民币大关，高瓴资本的长期重仓迎来收获。\n\n除中概股 主要看好生物科技、医药股\n中国互联网企业仍是高瓴资本的“压仓石”，增持的十余家企业主要为教育、电商板块的中概股，如增持178万股拼多多至1114.7万股、增持17万股阿里巴巴至217.9万股；此外新东方获得超60%的增持，三季度，高瓴资本增持106万股新东方至276万股；好未来则获得超50万股的增持至1422万股；与此同时，哔哩哔哩也获得近300万股的增持。\n除中概股以外的美股投资，则主要集中在生物科技、医药板块。\n数据显示，高瓴资本新进持有的9家企业中，有6家为国外生物科技、医药企业，分别是牙科医疗设备企业艾利科技、牙齿矫正独角兽SMILEDIRECTCLUB、丹麦生物制药公司GENMAB A/S、IGM BIOSCIENCES INC、10X GENOMICS INC以及CELLULAR BIOMEDICINE GROUP；其余3家中概股也包括医药企业再鼎医药。\n\n值得注意的是，二季度曾一度看好并大幅买入汽车股的高瓴资本，在三季度则对汽车股作出集体减仓的操作。\n数据显示，高瓴资本在三季度减持优步、特斯拉、优信和蔚来汽车。其中，蔚来汽车直接从4193.83万股砍仓至1336.89万股，减持幅度近7成。\n附上：高瓴资本2019年三季度海外持仓详情：\n\n景林近半仓位持有阿里巴巴 市值高达51亿元\n与此同时，国内另外一家百亿私募：景林资产，也公布了其在美股的三季度持仓报告。数据显示，截止2019年三季度末，景林资产在美股合计持有30家企业，持有市值达16.1亿美元（约合人民币113亿元）。\n前十大重仓股的持有市值为15.15亿美元，占整个组合比重达94%。\n其中，景林资产在三季度大幅加仓即将登陆香港市场的阿里巴巴。数据显示，景林资产三季度加仓114万股阿里巴巴至434万股，加仓幅度近35%，期末持仓市值达7.25亿美元（约合人民币51亿元）。这是景林连续第二个季度加仓阿里巴巴，至此，阿里巴巴占其整个组合市值45%的权重。\n此外，景林资产还新进持有京东106万股，市值2999万美元；另一电商平台：拼多多，则遭小幅减仓。\n此外，三季度景林资产还新进持有131万股的东南亚网络游戏公司SEA、125万股的唯品会、网易、中通快递、百胜中国等个股；大幅减仓了包括京东方、学而思在内的教育类股票。\n据记者了解，在景林资产看来，消费升级是十年以上的大趋势，因为中国必将成为全球最大的消费市场和中产阶级人口第一大国。所以只要是中国的一流消费品品牌，就会是一个收入巨大的公司。再叠加上我们有发达的电子商务渠道、良好便宜的物流体系，所以中国的消费增长空间仍然有数倍的机遇。\n展望未来，宏观和国际政治层面依然难以预测，但是景林资产明确的看到全球流动性重回宽松，无风险利率显著走低。拥有经营确定性的公司会获得明显的估值溢价。同时其已经发现一批在金融科技、服务性行业、产业互联网等领域拥有未来的公司。\n未来，景林资产会一手抓强现金流公司，一手抓未来可能引领中国经济核心驱动力的行业和龙头企业，兼顾短期业绩和长期潜力。\n附上：景林资产2019年三季度持仓详情：","news_type":1},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356558,"gmtCreate":1544922228105,"gmtModify":1704784058558,"author":{"id":"3494306329572348","authorId":"3494306329572348","name":"我在远方","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"#2018投资大复盘#小米啊，加油＾０＾~","listText":"#2018投资大复盘#小米啊，加油＾０＾~","text":"#2018投资大复盘#小米啊，加油＾０＾~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/356558","isVote":1,"tweetType":1,"viewCount":965,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}