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- 一把锁一把锁
  ·2020-11-30
  特斯拉可以做空了
  热门中概股持续走低，造车新势力领跌
  11月30日（周一）美股盘中，热门中概股持续走低，造车新势力领跌，小鹏汽车跌超10%，理想汽车跌超9%，蔚来跌7%。其他中概股中，拼多多跌超6%，京东跌4.8%，阿里巴巴跌3.75%，网易跌超2%。
  热门中概股持续走低，造车新势力领跌
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- 一把锁一把锁
  ·2020-11-18
  加仓地产股了
  非常抱歉，此主贴已删除
  5,275 评论
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- 一把锁一把锁
  ·2020-11-17
  格力不在了
  132亿美元，高瓴最新美股持仓曝光！中概股仍是主角
  11月17日，高瓴资本在美国证券交易委员会（SEC）公布了2020年第三季度末的美股持仓情况。数据显示，高瓴资本在美股持有89家公司的股票，以生物医疗、互联网、硬科技为主要布局领域，持有市值达到1
  132亿美元，高瓴最新美股持仓曝光！中概股仍是主角
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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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\">\n132亿美元，高瓴最新美股持仓曝光！中概股仍是主角\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-17 09:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://mp.weixin.qq.com/s/7hlxwJ5Xt1B_zNl_xXdhRw><strong>上海证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>11月17日，高瓴资本在美国证券交易委员会（SEC）公布了2020年第三季度末的美股持仓情况。\n\n数据显示，高瓴资本在美股持有89家公司的股票，以生物医疗、互联网、硬科技为主要布局领域，持有市值达到132亿美元，约合869亿元人民币，较今年二季度末109.4亿美元持仓环比上升超20%，约合148亿元人民币。\n截至三季度末，高瓴前十大重仓股分别是ZOOM、百济神州、京东、阿里巴巴、爱奇艺、拼多多、...</p>\n\n<a href=\"http://mp.weixin.qq.com/s/7hlxwJ5Xt1B_zNl_xXdhRw\">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/0cd5432d5a25f58b4f74168776ac2507","relate_stocks":{"JD":"京东"},"source_url":"http://mp.weixin.qq.com/s/7hlxwJ5Xt1B_zNl_xXdhRw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172196165","content_text":"11月17日，高瓴资本在美国证券交易委员会（SEC）公布了2020年第三季度末的美股持仓情况。\n\n数据显示，高瓴资本在美股持有89家公司的股票，以生物医疗、互联网、硬科技为主要布局领域，持有市值达到132亿美元，约合869亿元人民币，较今年二季度末109.4亿美元持仓环比上升超20%，约合148亿元人民币。\n截至三季度末，高瓴前十大重仓股分别是ZOOM、百济神州、京东、阿里巴巴、爱奇艺、拼多多、UBER、泰邦生物、好未来、贝壳。其中，中概股占据了8个席位。\n4月份高瓴创始人张磊和黑石集团董事长苏世民对话时曾表示:“最好的投资机会就在中国,就在当下,现在就是重仓中国最好的机会。”\n中概股仍是主角\n据13F数据显示，高瓴持有的89家公司中，从数量来看中概股占比超过30%，从持有市值来看，中概股占比超过60%，百济神州、京东、爱奇艺、阿里巴巴、拼多多、泰邦生物等一直是高瓴长期重仓持有的公司。\n今年上市的贝壳、天境生物等高瓴一级市场投资的项目也出现在高瓴三季度持仓名单上。\n具体来看，截至三季度末，高瓴前五大重仓股分别是ZOOM、百济神州、京东、阿里巴巴和爱奇艺，持有市值分别为23.56亿美元、15.67亿美元、12.42亿美元、11.88亿美元和8.87亿美元。\n\n\n值得注意的是，三季度高瓴对于京东的加仓幅度较为明显，二季度末持股数量为781万股，三季度增持至1600万股，持股数量翻倍。从股价走势来看，二季度以来京东涨幅超过40%。\n\n15亿美元重仓百济神州\n相比于二季度末，百济神州三季度一跃成为高瓴的第二大重仓股。\n公开资料显示，百济神州是一家生物医药公司，成立于2010年10月，主要研发肿瘤创新药，也就是用于癌症治疗的创新型分子靶向，以及肿瘤免疫药物的开发和商业化。该公司于2016年、2018年分别在美国纳斯达克和港交所双重上市。\n过去十年时间，百济神州为临床提供了11款自主研发的药物，其中有2款药物已经获批上市，素有医药界的“研发一哥”称号。不过，从财务数据来看，成立至今，百济神州一直处于亏损状态，他们甚至在两年前的招股书中写道，“可能永远不会盈利”。\n然而高瓴对百济神州显得非常有耐心。从2015年的起步期（B轮），到2016年纳斯达克上市，到上市后的定向增发，再到去年香港上市，高瓴是百济神州在中国唯一的全程投资人。今年7月13日，百济神州宣布向特定现有投资者以注册直接发行的方式发行145,838,979股每股面值0.0001美元普通股的定价，每股普通股以14.2308美元的购买价出售，高瓴还认购了其中不低于10亿美元的份额。至此，高瓴资本已经8次投资百济神州。\n\n从股价走势来看，百济神州一路上涨，尤其是美股股价，四年时间涨了8倍。\n\n其实，在高瓴的持仓组合中，生物科技、医疗制药企业一直都是重点。在高瓴三季度新进的22家企业中，有10家都是生物制药领域的企业，高瓴的89个持有公司中生命健康领域的企业达到了47个。\n进一步看，高瓴在三季度强化了对细分生命健康领域的投资，在增持与新进的公司中，对数字细胞、罕见病、肌肉疾病等细分领域的投资持续加大。\n加码新能源、新基建\n三季度高瓴持续加大对新能源、新基建相关领域的投资。\n在二季度新进高瓴持股名单的万国数据是中国领先的高性能数据中心开发商和运营商，三季度高瓴增持300万股万国数据，按持有市值计算，万国数据也排在了高瓴持股名单的第12位。\n公开资料显示，高瓴在6月参与了万国数据的定向增发，认购4亿美元股份。而11月初，万国数据在香港二次上市，高瓴也追加了投资。这也被认为是高瓴加码新基建投资的明显信号。目前万国数据在香港联交所市值超过千亿港币。\n同时，高瓴对国内新能源车的持续投资也体现在此次三季度数据中，其中包括蔚来、理想汽车与小鹏汽车国产新能源车三巨头。\n三季度数据显示，高瓴持有蔚来241万股。据高瓴资本透露，此前媒体曾报道高瓴在2019年四季度清仓蔚来，实际上，高瓴将对蔚来的投资调整为更为稳妥的可转债持有。\nSEC数据显示，近两年蔚来进行了多次可转债和增发融资。2019年1月份，在蔚来股价一路暴跌之前，高瓴就购入了蔚来可转债。今年新能源概念走强，高瓴又通过二级市场“加仓”蔚来股票。\n在新能源车行业，高瓴此前投资的小鹏汽车和理想汽车，今年都完成了美股上市，三季度数据显示，高瓴持有小鹏汽车90多万股和理想汽车160多万股。其中小鹏汽车是高瓴一级市场投资项目，高瓴实际持有的股份比例当高于此次披露数据。另外，高瓴在A股还投资了宁德时代和恩捷股份等龙头。\n高瓴资产表示，公司非常关注整个新能源行业，不仅布局新能源车，对造车行业上游比如新能源电池、芯片、新材料等产业链上的机会同样非常关注。","news_type":1,"symbols_score_info":{"JD":0.9,"BGNE":0.9}},"isVote":1,"tweetType":1,"viewCount":7736,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}