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漫山花开

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- 漫山花开漫山花开
  ·01:50
  周五这三个我都call了，看看周一表现吧[眼眼]
  段永平1300亿组合翻倍加仓英伟达谷歌，新进特斯拉，高瓴美股持仓出现老化
  与时俱进
  段永平1300亿组合翻倍加仓英伟达谷歌，新进特斯拉，高瓴美股持仓出现老化
  2 评论
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- 漫山花开漫山花开
  ·05-23 00:05
  $TSLA 20260601 455.0 CALL$ 下来继续call
  195 评论
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- 漫山花开漫山花开
  ·05-22 00:05
  $QCOM 20260529 220.0 CALL$ 小波段，1手小单
  557 4
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- 漫山花开漫山花开
  ·05-20
  $INTC 20260529 120.0 CALL$ 等回调继续开仓
  961 评论
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- 漫山花开漫山花开
  ·05-20
  跟着英伟达抄作业，它仓的全是AI算力、服务器，说明这是现在最稳的主线。别瞎追高，找同赛道里还没怎么涨、跟这些龙头有合作的低位票，相当于跟着大佬喝点汤跟着谷歌蹲冷门风口，它持仓里的卫星、太空数据这些，现在没那么热，但长期有故事，属于提前埋伏的方向。找跟这些公司沾边、位置低的票，赌一把未来的风口轮动。一边抓现在的确定性，一边蹲未来的潜在机会，都不耽误开仓啊[哇塞]
  253 1
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- 漫山花开漫山花开
  ·05-20
  $英特尔(INTC)$ 破[看涨]
  106 评论
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- 漫山花开漫山花开
  ·2025-12-13
  我要稳稳的幸福，能抵挡末日的残酷。（陈奕迅稳稳的幸福）稳健投资才能笑到最后，做期权多用期权组合模式，做正股多交易世界排行榜几乎垄断型的企业股票[龇牙]
  1,230 评论
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- 漫山花开漫山花开
  ·2025-12-13
  我要稳稳的幸福，能抵挡末日的残酷。（陈奕迅稳稳的幸福）稳健投资才能笑到最后，多用组合
  1,537 评论
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- 漫山花开漫山花开
  ·2025-10-16
  $Nukkleus(NUKK)$ 还可以继续持有
  3,930 4
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- 漫山花开漫山花开
  ·2025-10-01
  $Nukkleus(NUKK)$ 终于硬起来了，之前10多块钱入的$Nukkleus(NUKK)$ 等着赚点
  4,499 9
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12:03","market":"sg","language":"zh","title":"段永平1300亿组合翻倍加仓英伟达谷歌，新进特斯拉，高瓴美股持仓出现老化","url":"https://stock-news.laohu8.com/highlight/detail?id=2637132529","media":"格隆汇","summary":"与时俱进","content":"<html><body><p><b><span><span>知名机构的美股持仓近日密集披露，段永平管理的</span></span><span><span>H&amp;H International Investment</span></span><span><span>，以及高瓴旗下的</span></span><span><span>HHLR Advisors</span></span><span><span>，公布了一季度的组合名单。</span></span></b></p><p><span><span>数据显示，段永平执掌的</span></span><span><span>H&amp;H International Investment</span></span><span><span>规模稳中有升，截至</span></span><span><span>2026</span></span><span><span>年一季度末，持仓总市值突破</span></span><span><span>200</span></span><span><span>亿美元，约合</span></span><span><span>1380</span></span><span><span>亿元人民币，较上季度末的</span></span><span><span>174.89</span></span><span><span>亿美元增长</span></span><span><span>14.4%</span></span><span><span>。</span></span></p><p><span><span>从整体持仓情况看，</span></span><span><span>H&amp;H International Investment</span></span><span><span>一季度共持有</span></span><span><span>19</span></span><span><span>家公司，包括<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a></span></span><span><span>·</span></span><span><span>哈撒韦、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a></span></span><span><span>C</span></span><span><span>等。</span></span></p><p><span><span>在一季度，段永平近乎翻倍加仓英伟达和<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>，英伟达增持幅度超过</span></span><span><span>90%</span></span><span><span>，市值</span></span><span><span>24.1</span></span><span><span>亿美元，跃升至第三大持仓；</span></span></p><p><span><span>增持<a href=\"https://laohu8.com/S/PDD\">拼多多</a></span></span><span><span>821.2</span></span><span><span>万股至</span></span><span><span>1974.8</span></span><span><span>万股，市值</span></span><span><span>20.2</span></span><span><span>亿美元，位列第四。</span></span></p><p><span><span>此外，新建仓特斯拉，直接买到了第五大重仓。</span></span></p><p><span><span>减持方面，<a href=\"https://laohu8.com/S/OXY\">西方石油</a>被减持22%多</span></span><span><span>，<a href=\"https://laohu8.com/S/TSM\">台积电</a>被减超过80%，同时清仓了<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>和</span></span><span><span><a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a></span></span><span><span>。</span></span></p><p><span><span>值得关注的是，段永平在港股同步重仓了<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>。</span></span></p><p><span><span>据其介绍，他通过卖出看跌期权陆续建仓，并将持有超</span></span><span><span>15</span></span><span><span>年的<a href=\"https://laohu8.com/S/601088\">中国神华</a>全部换仓至泡泡玛特。</span></span></p><p><b><span><span>图：段永平美股全部持仓</span></span></b></p><p><img src=\"https://img3.gelonghui.com/d2aa4-0c403167-3379-4c09-8880-9a36b0ef6afa.jpg?guru_height=607&amp;guru_width=1080&amp;guru_size=89966\"/></p><p><span><span>来源：</span></span><span><span>SEC</span></span><span><span>，制图：投资报，涨跌幅数据截至：</span></span><span><span>2026.5.19</span></span><span><span>，下同</span></span></p><p><b><span><span>自</span></span><span><span>AI</span></span><span><span>产业蓬勃兴起后，不少投资人在组合布局上也与时俱进，积极转型；</span></span></b></p><p><span><span>段永平就是迅速跟进，从</span></span><span><span>2025</span></span><span><span>年开始，大量买进</span></span><span><span>AI</span></span><span><span>产业链公司</span><span>。</span></span></p><p><span><span>就连</span></span><span><span>90</span></span><span><span>多岁的巴菲特都毅然在</span></span><span><span>2025</span></span><span><span>年历史性建仓谷歌，今年一季度伯克希尔继续加码，持仓市值已达</span></span><span><span>160</span></span><span><span>多亿美元；</span></span></p><p><span><span>但斌早就</span></span><span><span>All In AI</span></span><span><span>，并且还使用了杠杆工具</span><span>。</span></span></p><p><span><span>被视作传统价值投资人典范的李录，同样在跟上时代，谷歌成为其第一大重仓</span><span>。</span></span></p><p><span><span>可见，价值投资绝不是对新兴产业视而不见，死抱着原有已无多少成长空间的</span></span><span><span>“</span></span><span><span>茅资产</span></span><span><span>”</span></span><span><span>。</span></span></p><p><span><span>但在投资</span></span><span><span>AI</span></span><span><span>科技股方面，高瓴似乎有所滞后。</span></span></p><p><span><span>投资报数据显示，截至一季度末，而高瓴旗下</span></span><span><span>HHLR Advisors</span></span><span><span>美股持仓总市值约为</span></span><span><span>16.73</span></span><span><span>亿美元，</span></span></p><p><span><span>约合人民币</span></span><span><span>113.82</span></span><span><span>亿元，较上季度末的</span></span><span><span>31.04</span></span><span><span>亿美元大幅缩水近一半；</span></span></p><p><span><span>持仓数量为</span></span><span><span>38</span></span><span><span>只，较上季度末增加</span></span><span><span>5</span></span><span><span>只。</span></span></p><p><span><span>中概股仍然是</span></span><span><span>HHLR</span></span><span><span>的核心配置资产，前十大中，中概股占</span></span><span><span>6</span></span><span><span>只，前五大持仓与</span></span><span><span>2025</span></span><span><span>年末保持一致。</span></span></p><p><span><span>唯一的亮点，是</span></span><span><span>HHLR</span></span><span><span>一季度新建仓了多只半导体及光通信相关标的，但每只持仓占比极低，平均只有万分之几的比例；</span></span></p><p><span><span>包括英伟达、<a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a>、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、</span></span><span><span>Coherent</span></span><span><span>、<a href=\"https://laohu8.com/S/GLW\">康宁</a>、</span></span><span><span>Lumentum</span></span><span><span>等，</span></span></p><p><span><span>全部加起来总共也才约</span></span><span><span>1.5%</span></span><span><span>的仓位，多只个股只有约</span></span><span><span>100</span></span><span><span>万美元的持仓市值。</span></span></p><p><span><span>这其中，迈<a href=\"https://laohu8.com/S/002058\">威尔</a>科技以</span></span><span><span>1600</span></span><span><span>多万美元的持仓市值，就成为了第十大重仓，但占比仅</span></span><span><span>1%</span></span><span><span>。</span></span></p><p><span><span>图：高瓴美股全部持仓</span></span></p><p><img src=\"https://img3.gelonghui.com/2f5a6-0778a399-999f-4933-918c-e780cabd6fb8.jpg?guru_height=1206&amp;guru_width=1080&amp;guru_size=173889\"/></p><p><b><span><span>投资报</span></span></b><b><span><span>整理分析了段永平、高瓴截至</span></span></b><b><span><span>2026</span></span></b><b><span><span>年一季度末的美股持仓以供参考：</span></span></b></p><p><b><span><span>首先来看段永平一季度的持仓变化：</span></span></b></p><h3><font color=\"#3daad6\"><b><span><span><br/></span></span></b></font></h3><h3><font color=\"#3daad6\"><b><span><span>1</span></span></b><b><span><span>、持仓总市值突破</span></span></b><b><span><span>200</span></span></b><b><span><span>亿美元</span></span></b></font></h3><h3><b><span><span><font color=\"#3daad6\">聚焦AI、翻倍增持英伟达、谷歌等</font></span></span></b></h3><div><b><span><span><font color=\"#3daad6\"><br/></font></span></span></b></div><p><img src=\"https://img3.gelonghui.com/a860b-bd0c30cc-e0da-42a6-9573-618af8f3fae6.png?guru_height=534&amp;guru_width=1036&amp;guru_size=20350\"/></p><p><b><span><span>SEC</span></span><span><span>报告显示，截至</span></span><span><span>2026</span></span><span><span>年一季度末，</span></span></b></p><p><span><span>段永平执掌的</span></span><span><span>H&amp;H International Investment</span></span><span><span>共持有</span></span><span><span>19</span></span><span><span>只美股，持仓市值约</span></span><span><span>200</span></span><span><span>亿美元，约合人民币</span></span><span><span>1380</span></span><span><span>亿元。</span></span></p><p><span><span>持仓个股数量上较上季度的</span></span><span><span>14</span></span><span><span>只增加了</span></span><span><span>5</span></span><span><span>只，持仓市值较上季度末的</span></span><span><span>174.89</span></span><span><span>亿美元增长约</span></span><span><span>25</span></span><span><span>亿美元。</span></span></p><p><span><span>历史数据显示，段永平的持仓过去长期维持在</span></span><span><span>10</span></span><span><span>只左右的极窄范围，前五大重仓的集中度一度接近</span></span><span><span>90%</span></span><span><span>。</span></span></p><p><span><span>其核心理念是，与其分散投资半懂不懂的公司，不如重仓</span></span><span><span>3-5</span></span><span><span>只真正理解透彻的标的。</span></span></p><p><span><span>但进入</span></span><span><span>2025</span></span><span><span>年，其持仓范围逐步拓宽，从</span></span><span><span>2025</span></span><span><span>年初的</span></span><span><span>11</span></span><span><span>只增至</span></span><span><span>2026</span></span><span><span>年一季度的</span></span><span><span>19</span></span><span><span>只，</span></span></p><p><span><span>同时组合中的AI属性明显加重，</span></span></p><p><span><span>在一季度，段永平近乎翻倍加仓英伟达和谷歌，</span></span></p><p><span><span>英伟达增持幅度超过</span></span><span><span>90%</span></span><span><span>，市值</span></span><span><span>24.1</span></span><span><span>亿美元，跃升至第三大持仓；</span></span></p><p><span><span>谷歌-C也被增持成了第六大重仓股。</span></span></p><p><span><span>此外，在新进个股中，也有一批AI相关科技股。</span></span><b></b></p><h3><font color=\"#3daad6\"><b><span><span><br/></span></span></b></font></h3><h3><font color=\"#3daad6\"><b><span><span>2</span></span></b><b><span><span>、大举买入特斯拉</span></span></b></font></h3><h3><b><span><span><font color=\"#3daad6\">不跟马斯克做朋友也可以投资</font></span></span></b></h3><div><b><span><span><font color=\"#3daad6\"><br/></font></span></span></b></div><p><b><span><span>一季度，段永平新进</span></span><span><span>8</span></span><span><span>只股票，分别为：</span></span></b></p><p><b><span><span>特斯拉、<a href=\"https://laohu8.com/S/UNH\">联合健康</a>、</span></span><span><span><a href=\"https://laohu8.com/S/CRCL\">Circle</a></span></span><span><span>、</span></span><span><span><a href=\"https://laohu8.com/S/PLTR\">Palantir</a></span></span><span><span>、<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>、</span></span><span><span><a href=\"https://laohu8.com/S/CRWD\">CrowdStrike</a></span></span><span><span>、</span></span><span><span><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a></span></span><span><span>、</span></span><span><span>Innodata</span></span><span><span>。</span></span></b></p><p><img src=\"https://img3.gelonghui.com/c82d4-2bd72a28-4274-460b-9a8e-864cbfe30bd0.jpg?guru_height=312&amp;guru_width=1080&amp;guru_size=47613\"/></p><p><span><span>其中特斯拉成为最引人注目的新增仓位，</span></span></p><p><span><span>共买入</span></span><span><span>340.89</span></span><span><span>万股，期末市值</span></span><span><span>12.67</span></span><span><span>亿美元，占组合比重</span></span><span><span>6.34%</span></span><span><span>，一跃成为第五大重仓股。</span></span></p><p><span><span>联合健康被买入</span></span><span><span>60.14</span></span><span><span>万股，市值</span></span><span><span>1.63</span></span><span><span>亿美元；</span></span></p><p><span><span>稳定币发行商</span></span><span><span>Circle</span></span><span><span>被买入</span></span><span><span>20</span></span><span><span>万股，市值</span></span><span><span>0.19</span></span><span><span>亿美元。</span></span></p><p><span><span>此外，主打高端政企大数据</span></span><span><span>AI</span></span><span><span>服务的</span></span><span><span>Palantir</span></span><span><span>被买入</span></span><span><span>6</span></span><span><span>万股，市值</span></span><span><span>877</span></span><span><span>万美元；</span></span></p><p><span><span>而新思科技、</span></span><span><span>CrowdStrike</span></span><span><span>、</span></span><span><span>Snowflake</span></span><span><span>和</span></span><span><span>Innodata</span></span><span><span>各被买入</span></span><span><span>1</span></span><span><span>万股，每只市值均不足千万美元，更像是观察仓。</span></span></p><p><span><span>新思科技是全球半导体</span></span><span><span>EDA</span></span><span><span>行业龙头，</span></span><span><span>CrowdStrike</span></span><span><span>为云端企业网络安全龙头，</span></span></p><p><span><span>Snowflake</span></span><span><span>是全球知名云数据仓库云计算独角兽，</span></span><span><span>Innodata</span></span><span><span>是专业</span></span><span><span>AI</span></span><span><span>数据处理与数据标注服务商。</span></span></p><p><span><span>这五家公司涵盖数据智能、云数据仓库、网络安全、芯片设计工具和</span></span><span><span>AI</span></span><span><span>数据标注，均为产业链上游的</span></span><span><span>“</span></span><span><span>卖水人</span></span><span><span>”</span></span><span><span>。</span></span></p><p><span><span>值得一提的是，段永平此前曾表示因不喜欢马斯克品行而未投资特斯拉，</span></span></p><p><span><span>但</span></span><span><span>2025</span></span><span><span>年底重新评估后，开始认可马斯克的产品力，如</span></span><span><span>FSD</span></span><span><span>自动驾驶、星链、火箭回收等，</span></span></p><p><span><span>2025</span></span><span><span>年</span></span><span><span>11</span></span><span><span>月，他公开宣布开始投资特斯拉，通过卖出短期看跌期权（</span></span><span><span>put</span></span><span><span>）的方式建仓。</span></span></p><p><span><span>“</span></span><span><span>最近几年确实感受到马斯克的厉害，</span></span></p><p><span><span>而且他的第一性原理我是很好理解的。</span></span></p><p><span><span>不做朋友但还是可以投资的嘛，就当风投吧，</span></span></p><p><span><span>我觉得</span></span><span><span>10</span></span><span><span>年后回头看，这个投资也许是对的。</span></span><span><span>”</span></span></p><p><span><span>2026</span></span><span><span>年</span></span><span><span>2</span></span><span><span>月，段永平再度表示，已使用特斯拉</span></span><span><span>Model Y</span></span><span><span>作为日常首选用车，称赞</span></span><span><span>FSD“</span></span><span><span>确实好用</span></span><span><span>”</span></span><span><span>，</span></span></p><p><span><span>但重申投资仍依赖</span></span><span><span>“</span></span><span><span>市梦率</span></span><span><span>”</span></span><span><span>，完全靠蒙。</span></span></p><h3><font color=\"#3daad6\"><b><span><span><br/></span></span></b></font></h3><h3><font color=\"#3daad6\"><b><span><span>3</span></span></b><b><span><span>、减持头号重仓苹果</span></span></b></font></h3><h3><b><span><span><font color=\"#3daad6\">大幅减持台积电、西方石油等</font></span></span></b></h3><div><b><span><span><font color=\"#3daad6\"><br/></font></span></span></b></div><p><img src=\"https://img3.gelonghui.com/b9598-37d4ec12-7393-4bb2-981e-a7e0b6be8297.jpg?guru_height=299&amp;guru_width=1063&amp;guru_size=52582\"/></p><p><span><span>苹果一直是段永平的头号重仓股。</span></span></p><p><span><span>截至一季度末，</span></span><span><span>H&amp;H International Investment</span></span><span><span>持有苹果的市值达</span></span><span><span>73.46</span></span><span><span>亿美金，持仓占比</span></span><span><span>36.72%</span></span><span><span>；</span></span></p><p><span><span>36%</span></span><span><span>虽然仍是绝对的重仓，但了解段永平的都知道，他早年曾极致重仓苹果，仓位甚至一度高达</span></span><span><span>95%</span></span><span><span>。</span></span></p><p><span><span>从</span></span><span><span>95%</span></span><span><span>到</span></span><span><span>36%</span></span><span><span>，这个下降幅度不是一两个季度完成的。</span></span></p><p><span><span>今年一季度，他继续减持苹果</span></span><span><span>341.29</span></span><span><span>万股。</span></span></p><p><span><span>段永平在</span></span><span><span>5</span></span><span><span>月</span></span><span><span>17</span></span><span><span>日回复网友：</span></span></p><p><span><span>“</span></span><span><span>我以前苹果占到</span></span><span><span>95%</span></span><span><span>，现在少了不少了。</span></span><span><span>”</span></span></p><p><span><span>他表示，</span></span><span><span>“</span></span><span><span>苹果很成熟，但依然还会增长，不过目前股价不便宜了。</span></span></p><p><span><span>虽然不是很舍得卖（适当卖点</span></span><span><span>call</span></span><span><span>应该还是可以接受的），</span></span></p><p><span><span>但也不太会在这个价位下手买了，哪怕是</span></span><span><span>put</span></span><span><span>也不太敢卖了。</span></span><span><span>”</span></span></p><p><span><span>除了苹果被连续减持外，</span></span></p><p><span><span>前十大中，西方石油也被减持了</span></span><span><span>22%</span></span><span><span>，受益于中东事件，西方石油在一季度股价涨幅达</span></span><span><span>58%</span></span><span><span>。</span></span></p><p><span><span>此外，另有</span></span><span><span>5</span></span><span><span>家和</span></span><span><span>AI</span></span><span><span>相关的公司被大幅减持或清仓。</span></span></p><p><span><span>台积电和</span></span><span><span>AI</span></span><span><span>医疗行业的</span></span><span><span>Tempus</span></span><span><span>被清仓式减持，减持幅度在</span></span><span><span>80%</span></span><span><span>以上。</span></span></p><p><span><span>台积电是在去年下半年受到段永平的大幅增持，</span></span></p><p><span><span>一度持有市值超过</span></span><span><span>3</span></span><span><span>亿美元，但占比并不高；</span></span></p><p><span><span>这家公司去年以来股价涨幅不小，对此段永平是不是意图做个波段还不得而知。</span></span></p><p><span><span>TEM</span></span><span><span>是一家</span></span><span><span>AI</span></span><span><span>驱动的精准医疗龙头公司，主打肿瘤精准诊疗</span></span><span><span>+</span></span><span><span>医疗大数据</span></span><span><span>+AI</span></span><span><span>应用，被视为医疗</span></span><span><span>AI</span></span><span><span>领域的标杆企业。</span></span></p><p><span><span>同时，<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>、光刻机巨头阿斯麦，云服务商</span></span><span><span>CoreWeave</span></span><span><span>均遭到清仓。</span></span></p><h3><font color=\"#3daad6\"><b><span><span><br/></span></span></b></font></h3><h3><font color=\"#3daad6\"><b><span><span>4</span></span></b><b><span><span>、卖<a href=\"https://laohu8.com/S/01088\">神华</a>买泡泡玛特</span></span></b></font></h3><h3><b><span><span><font color=\"#3daad6\">但不宜简单跟风抄作业</font></span></span></b></h3><div><b><span><span><font color=\"#3daad6\"><br/></font></span></span></b></div><p><span><span><b>此外，从段永平近期的公开发言来看，他坚定看好泡泡玛特。</b></span></span></p><p><span><span>5</span></span><span><span>月</span></span><span><span>7</span></span><span><span>日，段永平发文表示：</span></span><span><span>“</span></span><span><span>我把我的神华都换了泡泡玛特了。</span></span></p><p><span><span>我觉得神华是家很好的公司，我们的投资也获得了很好的回报，</span></span></p><p><span><span>将来有机会我还会再回来的。</span></span><span><span>”</span></span></p><p><b><span><span>5</span></span><span><span>月</span></span><span><span>16</span></span><span><span>日，面对网友提问，段永平进一步解释：</span></span></b></p><p><span><span>“</span></span><span><span>我觉得神华是可以长期拿着的，</span></span></p><p><span><span>我卖的原因是卖神华可以用卖的港币直接买泡泡哈。</span></span><span><span>”</span></span></p><p><span><span>他认为，泡泡玛特的壁垒目前看上去有几个（排名不分先后，还没想清楚重要性的排序）：</span></span></p><p><span><span>已经建立起来的用户关注度（品牌），艺术家的签约壁垒，全球各地的门店，强大的王宁和他的</span></span><span><span>team</span></span><span><span>（包括生产，物流，品质以及一切及其他）。</span></span></p><p><span><span>这些壁垒不能保证潮玩可以一直有人喜欢，但可以让喜欢潮玩的人们一直关注泡泡玛特。</span></span></p><p><span><span>泡泡玛特的壁垒远比想象中强大，</span></span></p><p><span><span>只要潮玩有持续性，泡泡玛特就是非常好的生意。</span></span></p><p><span><span>大家可以先看个五年十年吧。</span></span></p><p><span><span><b>不过，对于泡泡玛特，大家也不能轻易抄作业；</b></span></span></p><p><span><span>事实上，国内一批公募基金经理早在</span></span><span><span>2024</span></span><span><span>年初就已重仓泡泡玛特，</span></span></p><p><span><span>享受到了这家公司业绩爆发，股价狂飙最为丰厚的主升阶段，</span></span></p><p><span><span>在涨了</span></span><span><span>10</span></span><span><span>几倍后，许多基金均早已减持或清仓泡泡玛特。</span></span></p><p><span><span>如果对该公司后续的业绩增速没能有充分的理解判断，还是需谨慎对待。</span></span></p><p><span><span>除了泡泡玛特，<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>更是段永平长期关注的标的。</span></span></p><p><span><span>5</span></span><span><span>月</span></span><span><span>7</span></span><span><span>日，他在社媒上表示，</span></span><span><span>“</span></span><span><span>今天还买了茅台</span></span><span><span>”</span></span><span><span>，</span></span></p><p><span><span>并评论道：</span></span><span><span>“</span></span><span><span>苹果和茅台的商业模式其实都很强，</span></span></p><p><span><span>假设你的钱既能买茅台也能买苹果的话（很多人其实做不到），</span></span></p><p><span><span>你的投入所对应的公司份额谁赚的钱多谁就是更便宜了。</span></span><span><span>”</span></span></p><p><b><span><span>接下来，看看高瓴一季度的持仓变化：</span></span></b></p><h3><font color=\"#3daad6\"><b><span><span><br/></span></span></b></font></h3><h3><font color=\"#3daad6\"><b><span><span>1</span></span></b><b><span><span>、规模缩水一半</span></span></b></font></h3><h3><b><span><span><font color=\"#3daad6\">中概持仓超八成</font></span></span></b></h3><div><b><span><span><font color=\"#3daad6\"><br/></font></span></span></b></div><p><img src=\"https://img3.gelonghui.com/e08f5-9c5e878a-ffa5-4c6c-8124-3c1af57f38c9.png?guru_height=533&amp;guru_width=1035&amp;guru_size=22072\"/></p><p><span><span>截至</span></span><span><span>2026</span></span><span><span>年一季度末，高瓴旗下</span></span><span><span>HHLR</span></span><span><span>美股持仓总市值约</span></span><span><span>16.73</span></span><span><span>亿美元，较上季度末的</span></span><span><span>31.04</span></span><span><span>亿美元缩水近一半。</span></span></p><p><span><span>持仓标的共计</span></span><span><span>38</span></span><span><span>只，前十大中，中概股占</span></span><span><span>6</span></span><span><span>只，合计持仓市值超</span></span><span><span>14</span></span><span><span>亿美元。</span></span></p><p><span><span>与上季度末相比，前五大持仓标的未发生变化，依次为：</span></span></p><p><span><span>拼多多、阿里巴巴、<a href=\"https://laohu8.com/S/ONC\">百济神州</a>、<a href=\"https://laohu8.com/S/FUTU\">富途控股</a>、<a href=\"https://laohu8.com/S/LEGN\">传奇生物</a>，持仓合计占比超过</span></span><span><span>80%</span></span><span><span>，</span></span></p><p><span><span>不过，高瓴对前两大重仓进行了显著减持。</span></span></p><p><span><span>拼多多被减持</span></span><span><span>61.15%</span></span><span><span>，阿里巴巴被减持</span></span><span><span>54.82%</span></span><span><span>，富途控股也被减持</span></span><span><span>12.93%</span></span><span><span>。</span></span></p><p><img src=\"https://img3.gelonghui.com/8f8d9-1ef1a24f-c59d-47a7-9932-629e07d2c91d.jpg?guru_height=357&amp;guru_width=1080&amp;guru_size=58319\"/></p><h3><font color=\"#3daad6\"><br/></font></h3><h3><font color=\"#3daad6\">2<span>、新进迈威尔、</span><span>英伟达、</span>Lumentum</font></h3><h3><font color=\"#3daad6\"><b><span><span>但</span></span></b><b><span><span>AI</span></span></b><b><span><span>总体仓位占比太低，组合已显老化</span></span></b></font></h3><div><font color=\"#3daad6\"><b><span><span><br/></span></span></b></font></div><p><span><span>这份季报唯一的亮点，是高瓴在一季度在买入</span></span><span><span>AI</span></span><span><span>与半导体赛道，但无论是买入金额，还占组合比例实在都太低了。</span></span></p><p><span><span>新进标的中，迈威尔科技仅以</span></span><span><span>1694</span></span><span><span>万美元的市值，就一举成为了第十大重仓股。</span></span></p><p><span><span>此外，英特尔、英伟达、</span></span><span><span>Lumentum</span></span><span><span>等均为新进标的，众所周知，这批个股近来涨幅惊人，</span></span></p><p><span><span>如</span></span><span><span>Lumentum</span></span><span><span>一季度大涨</span></span><span><span>90.66%</span></span><span><span>，二季度以来，仍在快速拉升，截至</span></span><span><span>5</span></span><span><span>月</span></span><span><span>19</span></span><span><span>日，今年以来涨幅已达到</span></span><span><span>141.49%</span></span><span><span>，实现翻倍。</span></span></p><p><span><span>但高瓴每只买入的量极低，多只个股只有约</span></span><span><span>100</span></span><span><span>万美元的持仓市值。</span></span></p><p><span><span>平均只有万分之几的组合占比，加起来总共也才</span></span><span><span>1.5%</span></span><span><span>的仓位，</span></span></p><p><span><span>买得如此之少，不知道是出于什么考虑。</span></span></p><p><span><span>最终体现出来的，其持仓结构已显明显老化，跌多涨少，想必一季度业绩不会好看。</span></span></p><p><img src=\"https://img3.gelonghui.com/58fbe-04906852-a15b-4cc4-a290-78aa25fda582.jpg?guru_height=340&amp;guru_width=1080&amp;guru_size=53813\"/></p></body></html>","source":"gelonghui_highlight","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1300亿组合翻倍加仓英伟达谷歌，新进特斯拉，高瓴美股持仓出现老化</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; 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\">\n段永平1300亿组合翻倍加仓英伟达谷歌，新进特斯拉，高瓴美股持仓出现老化\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-23 12:03 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/4889691><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>知名机构的美股持仓近日密集披露，段永平管理的H&H International Investment，以及高瓴旗下的HHLR Advisors，公布了一季度的组合名单。数据显示，段永平执掌的H&H International Investment规模稳中有升，截至2026年一季度末，持仓总市值突破200亿美元，约合1380亿元人民币，较上季度末的174.89亿美元增长14.4%。从整体持仓情况看，...</p>\n\n<a href=\"https://www.gelonghui.com/p/4889691\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/69446-b5ccf7f7-521d-46a8-8730-19d3ce963c66.jpg?guru_height=718&guru_width=1280&guru_size=86577","relate_stocks":{"LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU1235295612.USD":"FIDELITY PACIFIC \"A\" (USDHDG) INC","BK4543":"AI","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0726765562.USD":"JPM GLOBAL INCOME \"A\" (USD HEDGED) INC","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION 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ENHANCED ALL CHINA EQUITY \"A\" (USD) INC"},"source_url":"https://www.gelonghui.com/p/4889691","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2637132529","content_text":"知名机构的美股持仓近日密集披露，段永平管理的H&H International Investment，以及高瓴旗下的HHLR Advisors，公布了一季度的组合名单。数据显示，段永平执掌的H&H International Investment规模稳中有升，截至2026年一季度末，持仓总市值突破200亿美元，约合1380亿元人民币，较上季度末的174.89亿美元增长14.4%。从整体持仓情况看，H&H International Investment一季度共持有19家公司，包括苹果、伯克希尔·哈撒韦、英伟达、特斯拉、谷歌C等。在一季度，段永平近乎翻倍加仓英伟达和谷歌，英伟达增持幅度超过90%，市值24.1亿美元，跃升至第三大持仓；增持拼多多821.2万股至1974.8万股，市值20.2亿美元，位列第四。此外，新建仓特斯拉，直接买到了第五大重仓。减持方面，西方石油被减持22%多，台积电被减超过80%，同时清仓了阿里巴巴、阿斯麦和CoreWeave。值得关注的是，段永平在港股同步重仓了泡泡玛特。据其介绍，他通过卖出看跌期权陆续建仓，并将持有超15年的中国神华全部换仓至泡泡玛特。图：段永平美股全部持仓来源：SEC，制图：投资报，涨跌幅数据截至：2026.5.19，下同自AI产业蓬勃兴起后，不少投资人在组合布局上也与时俱进，积极转型；段永平就是迅速跟进，从2025年开始，大量买进AI产业链公司。就连90多岁的巴菲特都毅然在2025年历史性建仓谷歌，今年一季度伯克希尔继续加码，持仓市值已达160多亿美元；但斌早就All In AI，并且还使用了杠杆工具。被视作传统价值投资人典范的李录，同样在跟上时代，谷歌成为其第一大重仓。可见，价值投资绝不是对新兴产业视而不见，死抱着原有已无多少成长空间的“茅资产”。但在投资AI科技股方面，高瓴似乎有所滞后。投资报数据显示，截至一季度末，而高瓴旗下HHLR Advisors美股持仓总市值约为16.73亿美元，约合人民币113.82亿元，较上季度末的31.04亿美元大幅缩水近一半；持仓数量为38只，较上季度末增加5只。中概股仍然是HHLR的核心配置资产，前十大中，中概股占6只，前五大持仓与2025年末保持一致。唯一的亮点，是HHLR一季度新建仓了多只半导体及光通信相关标的，但每只持仓占比极低，平均只有万分之几的比例；包括英伟达、迈威尔科技、英特尔、Coherent、康宁、Lumentum等，全部加起来总共也才约1.5%的仓位，多只个股只有约100万美元的持仓市值。这其中，迈威尔科技以1600多万美元的持仓市值，就成为了第十大重仓，但占比仅1%。图：高瓴美股全部持仓投资报整理分析了段永平、高瓴截至2026年一季度末的美股持仓以供参考：首先来看段永平一季度的持仓变化：1、持仓总市值突破200亿美元聚焦AI、翻倍增持英伟达、谷歌等SEC报告显示，截至2026年一季度末，段永平执掌的H&H International Investment共持有19只美股，持仓市值约200亿美元，约合人民币1380亿元。持仓个股数量上较上季度的14只增加了5只，持仓市值较上季度末的174.89亿美元增长约25亿美元。历史数据显示，段永平的持仓过去长期维持在10只左右的极窄范围，前五大重仓的集中度一度接近90%。其核心理念是，与其分散投资半懂不懂的公司，不如重仓3-5只真正理解透彻的标的。但进入2025年，其持仓范围逐步拓宽，从2025年初的11只增至2026年一季度的19只，同时组合中的AI属性明显加重，在一季度，段永平近乎翻倍加仓英伟达和谷歌，英伟达增持幅度超过90%，市值24.1亿美元，跃升至第三大持仓；谷歌-C也被增持成了第六大重仓股。此外，在新进个股中，也有一批AI相关科技股。2、大举买入特斯拉不跟马斯克做朋友也可以投资一季度，段永平新进8只股票，分别为：特斯拉、联合健康、Circle、Palantir、新思科技、CrowdStrike、Snowflake、Innodata。其中特斯拉成为最引人注目的新增仓位，共买入340.89万股，期末市值12.67亿美元，占组合比重6.34%，一跃成为第五大重仓股。联合健康被买入60.14万股，市值1.63亿美元；稳定币发行商Circle被买入20万股，市值0.19亿美元。此外，主打高端政企大数据AI服务的Palantir被买入6万股，市值877万美元；而新思科技、CrowdStrike、Snowflake和Innodata各被买入1万股，每只市值均不足千万美元，更像是观察仓。新思科技是全球半导体EDA行业龙头，CrowdStrike为云端企业网络安全龙头，Snowflake是全球知名云数据仓库云计算独角兽，Innodata是专业AI数据处理与数据标注服务商。这五家公司涵盖数据智能、云数据仓库、网络安全、芯片设计工具和AI数据标注，均为产业链上游的“卖水人”。值得一提的是，段永平此前曾表示因不喜欢马斯克品行而未投资特斯拉，但2025年底重新评估后，开始认可马斯克的产品力，如FSD自动驾驶、星链、火箭回收等，2025年11月，他公开宣布开始投资特斯拉，通过卖出短期看跌期权（put）的方式建仓。“最近几年确实感受到马斯克的厉害，而且他的第一性原理我是很好理解的。不做朋友但还是可以投资的嘛，就当风投吧，我觉得10年后回头看，这个投资也许是对的。”2026年2月，段永平再度表示，已使用特斯拉Model Y作为日常首选用车，称赞FSD“确实好用”，但重申投资仍依赖“市梦率”，完全靠蒙。3、减持头号重仓苹果大幅减持台积电、西方石油等苹果一直是段永平的头号重仓股。截至一季度末，H&H International Investment持有苹果的市值达73.46亿美金，持仓占比36.72%；36%虽然仍是绝对的重仓，但了解段永平的都知道，他早年曾极致重仓苹果，仓位甚至一度高达95%。从95%到36%，这个下降幅度不是一两个季度完成的。今年一季度，他继续减持苹果341.29万股。段永平在5月17日回复网友：“我以前苹果占到95%，现在少了不少了。”他表示，“苹果很成熟，但依然还会增长，不过目前股价不便宜了。虽然不是很舍得卖（适当卖点call应该还是可以接受的），但也不太会在这个价位下手买了，哪怕是put也不太敢卖了。”除了苹果被连续减持外，前十大中，西方石油也被减持了22%，受益于中东事件，西方石油在一季度股价涨幅达58%。此外，另有5家和AI相关的公司被大幅减持或清仓。台积电和AI医疗行业的Tempus被清仓式减持，减持幅度在80%以上。台积电是在去年下半年受到段永平的大幅增持，一度持有市值超过3亿美元，但占比并不高；这家公司去年以来股价涨幅不小，对此段永平是不是意图做个波段还不得而知。TEM是一家AI驱动的精准医疗龙头公司，主打肿瘤精准诊疗+医疗大数据+AI应用，被视为医疗AI领域的标杆企业。同时，阿里巴巴、光刻机巨头阿斯麦，云服务商CoreWeave均遭到清仓。4、卖神华买泡泡玛特但不宜简单跟风抄作业此外，从段永平近期的公开发言来看，他坚定看好泡泡玛特。5月7日，段永平发文表示：“我把我的神华都换了泡泡玛特了。我觉得神华是家很好的公司，我们的投资也获得了很好的回报，将来有机会我还会再回来的。”5月16日，面对网友提问，段永平进一步解释：“我觉得神华是可以长期拿着的，我卖的原因是卖神华可以用卖的港币直接买泡泡哈。”他认为，泡泡玛特的壁垒目前看上去有几个（排名不分先后，还没想清楚重要性的排序）：已经建立起来的用户关注度（品牌），艺术家的签约壁垒，全球各地的门店，强大的王宁和他的team（包括生产，物流，品质以及一切及其他）。这些壁垒不能保证潮玩可以一直有人喜欢，但可以让喜欢潮玩的人们一直关注泡泡玛特。泡泡玛特的壁垒远比想象中强大，只要潮玩有持续性，泡泡玛特就是非常好的生意。大家可以先看个五年十年吧。不过，对于泡泡玛特，大家也不能轻易抄作业；事实上，国内一批公募基金经理早在2024年初就已重仓泡泡玛特，享受到了这家公司业绩爆发，股价狂飙最为丰厚的主升阶段，在涨了10几倍后，许多基金均早已减持或清仓泡泡玛特。如果对该公司后续的业绩增速没能有充分的理解判断，还是需谨慎对待。除了泡泡玛特，贵州茅台更是段永平长期关注的标的。5月7日，他在社媒上表示，“今天还买了茅台”，并评论道：“苹果和茅台的商业模式其实都很强，假设你的钱既能买茅台也能买苹果的话（很多人其实做不到），你的投入所对应的公司份额谁赚的钱多谁就是更便宜了。”接下来，看看高瓴一季度的持仓变化：1、规模缩水一半中概持仓超八成截至2026年一季度末，高瓴旗下HHLR美股持仓总市值约16.73亿美元，较上季度末的31.04亿美元缩水近一半。持仓标的共计38只，前十大中，中概股占6只，合计持仓市值超14亿美元。与上季度末相比，前五大持仓标的未发生变化，依次为：拼多多、阿里巴巴、百济神州、富途控股、传奇生物，持仓合计占比超过80%，不过，高瓴对前两大重仓进行了显著减持。拼多多被减持61.15%，阿里巴巴被减持54.82%，富途控股也被减持12.93%。2、新进迈威尔、英伟达、Lumentum但AI总体仓位占比太低，组合已显老化这份季报唯一的亮点，是高瓴在一季度在买入AI与半导体赛道，但无论是买入金额，还占组合比例实在都太低了。新进标的中，迈威尔科技仅以1694万美元的市值，就一举成为了第十大重仓股。此外，英特尔、英伟达、Lumentum等均为新进标的，众所周知，这批个股近来涨幅惊人，如Lumentum一季度大涨90.66%，二季度以来，仍在快速拉升，截至5月19日，今年以来涨幅已达到141.49%，实现翻倍。但高瓴每只买入的量极低，多只个股只有约100万美元的持仓市值。平均只有万分之几的组合占比，加起来总共也才1.5%的仓位，买得如此之少，不知道是出于什么考虑。最终体现出来的，其持仓结构已显明显老化，跌多涨少，想必一季度业绩不会好看。","news_type":1,"symbols_score_info":{"09992":1.85,"PDD":1.84,"NVDD":0.6,"NVDB":0.6,"SNVD.UK":0.6,"07788":0.6,"NVDA":1.95,"NVYY":0.6,"NVIW.SI":0.6,"PMRTY":1.85,"AAPW":0.6,"NVDO":0.6,"TSLO":0.6,"NVDW":0.6,"2NVD.UK":0.6,"AAPY":0.6,"TSLA":1.91,"NVD3.UK":0.6,"TSLW":0.6,"AAPD":0.6,"NVD2.UK":0.6,"ANV":0.6,"NVDU":0.6,"NVDX":0.6,"NVDS":0.6,"USJW.SI":0.6,"PDDL":0.6,"TSLY":0.6,"TSLI":0.6,"GOOG":1.93,"MACW.SI":0.6,"GOOX":0.6,"TSLT":0.6,"TSL":0.6,"APLY":0.6,"NVDL":0.6,"TSLG":0.6,"KPDD":0.6,"TSLR":0.6,"TSLZ":0.6,"07388":0.6,"GOOP":0.6,"09366":0.6,"TLA":0.6,"TSDD":0.6,"DIPS":0.6,"09766":0.6,"NVII":0.6,"TSLS":0.6,"NVDS.UK":0.6,"TESL":0.6,"TSYY":0.6,"CRSH":0.6,"AAPL":1.87,"TSLP":0.6,"07766":0.6,"NVDG":0.6,"07366":0.6,"NVDY":0.6,"NVD":0.6,"AAPB":0.6,"TSII":0.6,"3NVD.UK":0.6,"NVDQ":0.6,"TSLQ":0.6,"AAPU":0.6,"AAPX":0.6,"TEST":0.6}},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":567001973929896,"gmtCreate":1779465939453,"gmtModify":1779466336899,"author":{"id":"3571405557492399","authorId":"3571405557492399","name":"漫山花开","avatar":"https://static.tigerbbs.com/a33b01b4a2d1346aa01772320da27080","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571405557492399","authorIdStr":"3571405557492399"},"themes":[],"title":"","htmlText":"<a 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