请教段爷，拼多多的优_老虎社区_美港股上老虎 - 老虎社区

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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]

段永平继续加仓拼多多，大幅减持英伟达、谷歌

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

段永平继续加仓拼多多，大幅减持英伟达、谷歌

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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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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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":{"LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","SGXZ80539844.SGD":"ALLIANZ GLOBAL HIGH PAYOUT \"AMI\" (H2-SGD) INC","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","SPTE":"SP FUNDS S&P GLOBAL TECHNOLOGY ETF","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU1196500208.SGD":"NORDEA STABLE RETURN \"HB\" (SGDHDG) ACC","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) 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