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华尔街大鳄 13F 报告追踪：瑞银Q2持仓7900亿——既押AI算力繁荣，也防拥挤交易清算！
追踪美股顶级机构投资者的 13F 持仓报告，聚焦资金流向、重仓股变化与行业偏好，帮您洞察华尔街资本布局逻辑，捕捉潜在投资机会与市场趋势。
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BenBina
BenBina
·
08-09
这个时候建仓阿斯麦，必然是去接盘了
景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司
统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。值得注意的是，景林资产Q2建仓阿斯麦、美国光模块制造商$Applied Optoelectronics$、$世纪互联$、$应用材料$等AI算力产业链公司，清仓Meta Platforms Inc.、$英伟达$、$亚马逊$等热门科技股以及光学/光模块组件供应商Lumentum。与此同时，该机构还大幅减持Meta、亚马逊、英伟达。
景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司
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Mediator
Mediator
·
08-08
asml和应用材料还可以，买富途和世纪互联是什么鬼？mag7现在确实该清仓，除了疯狂举债给AI输血➕循环融资粉饰报表，把财务风险搞得很难看，中期内又根本见不到回报。
景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司
统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。值得注意的是，景林资产Q2建仓阿斯麦、美国光模块制造商$Applied Optoelectronics$、$世纪互联$、$应用材料$等AI算力产业链公司，清仓Meta Platforms Inc.、$英伟达$、$亚马逊$等热门科技股以及光学/光模块组件供应商Lumentum。与此同时，该机构还大幅减持Meta、亚马逊、英伟达。
景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司
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洞洞86
洞洞86
·
08-08
说说你对这篇新闻的看法...
景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司
统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。值得注意的是，景林资产Q2建仓阿斯麦、美国光模块制造商$Applied Optoelectronics$、$世纪互联$、$应用材料$等AI算力产业链公司，清仓Meta Platforms Inc.、$英伟达$、$亚马逊$等热门科技股以及光学/光模块组件供应商Lumentum。与此同时，该机构还大幅减持Meta、亚马逊、英伟达。
景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司
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BenBina
BenBina
·
08-09
这个时候建仓阿斯麦，必然是去接盘了
景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司
统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。值得注意的是，景林资产Q2建仓阿斯麦、美国光模块制造商$Applied Optoelectronics$、$世纪互联$、$应用材料$等AI算力产业链公司，清仓Meta Platforms Inc.、$英伟达$、$亚马逊$等热门科技股以及光学/光模块组件供应商Lumentum。与此同时，该机构还大幅减持Meta、亚马逊、英伟达。
景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司
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Mediator
Mediator
·
08-08
asml和应用材料还可以，买富途和世纪互联是什么鬼？mag7现在确实该清仓，除了疯狂举债给AI输血➕循环融资粉饰报表，把财务风险搞得很难看，中期内又根本见不到回报。
景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司
统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。值得注意的是，景林资产Q2建仓阿斯麦、美国光模块制造商$Applied Optoelectronics$、$世纪互联$、$应用材料$等AI算力产业链公司，清仓Meta Platforms Inc.、$英伟达$、$亚马逊$等热门科技股以及光学/光模块组件供应商Lumentum。与此同时，该机构还大幅减持Meta、亚马逊、英伟达。
景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司
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洞洞86
洞洞86
·
08-08
说说你对这篇新闻的看法...
景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司
统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。值得注意的是，景林资产Q2建仓阿斯麦、美国光模块制造商$Applied Optoelectronics$、$世纪互联$、$应用材料$等AI算力产业链公司，清仓Meta Platforms Inc.、$英伟达$、$亚马逊$等热门科技股以及光学/光模块组件供应商Lumentum。与此同时，该机构还大幅减持Meta、亚马逊、英伟达。
景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司
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tg-height=\"120\"/><span></span></p><p style=\"text-align: left;\"><strong>前五大重仓股</strong>中，Alphabet(GOOGL.US) 位列第一，持仓约181.04万股，持仓市值约6.47亿美元，占投资组合比例为29.60%，持仓数量较上季度大幅减少38%。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC.US)位列第二，持仓约275.12万股，持仓市值约3.84亿美元，占投资组合比例为17.58%，持仓数量较上季度大幅减少60%。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/PDD\">拼多多</a>(PDD.US)位列第三，持仓约478.57万股，持仓市值约3.65亿美元，占投资组合比例为16.70%。</p><p style=\"text-align: left;\">满帮集团(YMM.US)位列第四，持仓约3945万股，持仓市值约3.20亿美元，占投资组合比例为14.66%%。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/FUTU\">富途控股</a> (FUTU.US) 位列五，持仓约109万股，持仓市值约1.03亿美元，占投资组合比例为4.69%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a785b396627fec5756576a6ede8bbb54\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p><p style=\"text-align: left;\">值得注意的是，景林资产Q2<strong>建仓</strong>阿斯麦(ASML.US)、美国光模块制造商<a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a>(AAOI.US)、<a href=\"https://laohu8.com/S/VNET\">世纪互联</a>(VNET.US)、<a href=\"https://laohu8.com/S/AMAT\">应用材料</a>(AMAT.US)等AI算力产业链公司，<strong>清仓</strong>Meta Platforms Inc.(META.US)、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)等热门科技股以及光学/光模块组件供应商Lumentum(LITE.US)。</p><p style=\"text-align: left;\">从持仓比例变化来看，前五大买入标的分别是：富途控股、阿斯麦、Applied Optoelectronics、世纪互联、应用材料。与此同时，该机构还大幅减持Meta、亚马逊、英伟达。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b9ad2baa71b35910722673353bbf3907\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p></body></html>","source":"stock_zhitongcaijing","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\" 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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景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-08 15:48 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1477642.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，根据美国证券交易委员会(SEC)披露，景林资产递交了截至2026年6月30日的第二季度持仓报告(13F)。该机构大幅减持Meta Platforms Inc.(META.US)等热门科技股，并布局阿斯麦(ASML.US)的AI算力产业链公司。统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。该机构在第二季度的持仓组合中新增了4只个股，增持1只个股，减持...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1477642.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/c483369c55f5485ff50c61c282f0963b","relate_stocks":{"LU1202635105.USD":"ALLIANZ EUROPE INCOME AND GROWTH \"AM\" (USDHDG) INC","LU1697837992.HKD":"BGF DYNAMIC HIGH INCOME \"A6\" (HKDHDG) INC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD) INC AV","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4608":"AI应用概念股","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","NVD":"2倍做空NVDA ETF-GraniteShares","ROM":"ProShares Ultra 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Inc.(META.US)、英伟达(NVDA.US)、亚马逊(AMZN.US)等热门科技股以及光学/光模块组件供应商Lumentum(LITE.US)。从持仓比例变化来看，前五大买入标的分别是：富途控股、阿斯麦、Applied Optoelectronics、世纪互联、应用材料。与此同时，该机构还大幅减持Meta、亚马逊、英伟达。","news_type":1,"symbols_score_info":{"GOOX":0.6,"WISE":0.6,"USXF":0.6,"CLIX":0.6,"IEFA":0.6,"METD":0.6,"FTXL":0.6,"VNET":1.84,"ASMU":0.6,"EGGY":0.6,"TRFK":0.6,"USAW.SI":0.6,"04336":1.84,"SMHX":0.6,"LEGR":0.6,"QQQA":0.6,"THMR":0.6,"PQNT":0.6,"LAZR":0.6,"NVDU":0.6,"PDD":1.86,"LUMA":0.6,"GOU":0.6,"AIPI":0.6,"IXN":0.6,"CHPX":0.6,"3NVD.UK":0.6,"SNVD.UK":0.6,"NVD3.UK":0.6,"HULL":0.6,"EPAI":0.6,"FFGX":0.6,"TYLG":0.6,"METW":0.6,"KWEB":0.6,"NVDB":0.6,"DRIV":0.6,"IETC":0.6,"FBYY":0.6,"CQTM":0.6,"NVDG":0.6,"AMZU":0.6,"ESUM":0.6,"FDNI":0.6,"FOTO":0.6,"LTL":0.6,"AMAT":1.84,"SKYY":0.6,"TEK":0.6,"SOXX":0.6,"NVIW.SI":0.6,"OGIG":0.6,"RDVI":0.6,"NVD2.UK":0.6,"AMZW":0.6,"EFIV":0.6,"LITE":1.82,"AMZY":0.6,"NVDX":0.6,"EFA":0.6,"04335":1.86,"ILOW":0.6,"GOOGL":1.86,"SPTE":0.6,"CHPS":0.6,"RDVY":0.6,"AMZZ":0.6,"AMZN":1.84,"TTEQ":0.6,"GXPC":0.6,"ABFL":0.6,"SOXQ":0.6,"SHOC":0.6,"AMZP":0.6,"CLSE":0.6,"ASMH":0.6,"SOCL":0.6,"07788":0.6,"NVD":0.6,"TDV":0.6,"TTXU":0.6,"XNTK":0.6,"DBEF":0.6,"VOX":0.6,"TINY":0.6,"KPDD":0.6,"NVDO":0.6,"USD":0.6,"NVDD":0.6,"INTW":0.6,"ASMG":0.6,"CHAT":0.6,"TRUC":0.6,"FBL":0.6,"CNEQ":0.6,"GGLL":0.6,"SMH":0.6,"XLC":0.6,"AMZD":0.6,"GOOW":0.6,"AGOX":0.6,"NVII":0.6,"2NVD.UK":0.6,"NVDA":1.84,"NVDS":0.6,"LINT":0.6,"ANV":0.6,"RSPC":0.6,"ARTY":0.6,"AIS":0.6,"RTH":0.6,"CGIC":0.6,"WANT":0.6,"YMM":1.85,"DRAG":0.6,"ESLG":0.6,"NVYY":0.6,"XITK":0.6,"PSI":0.6,"FBY":0.6,"XLK":0.6,"QQQG":0.6,"AIFD":0.6,"AZYY":0.6,"LFGY":0.6,"VGT":0.6,"VT":0.6,"03165":0.6,"FDTX":0.6,"GOOY":0.6,"NVDW":0.6,"PDDL":0.6,"ROM":0.6,"NVDL":0.6,"NVDY":0.6,"GSID":0.6,"AIQ":0.6,"NVDQ":0.6,"FCOM":0.6,"METU":0.6,"DBEU":0.6,"META":1.91,"NULC":0.6,"07388":0.6,"FAI":0.6,"CMAG":0.6,"AAOX":0.6,"ASML":1.9,"GAMR":0.6,"LITX":0.6,"SOXY":0.6,"INTC":1.86,"METV":0.6,"ONLN":0.6,"HBMX":0.6,"WUGI":0.6,"XDAT":0.6,"GGLS":0.6,"FENI":0.6,"GOOP":0.6,"DIPS":0.6,"JGRO":0.6,"ILDR":0.6,"AAOI":1.85,"IFLR":0.6,"NVDS.UK":0.6,"SNPE":0.6,"FTEC":0.6}},"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":594650185466864,"gmtCreate":1786196431232,"gmtModify":1786196964477,"author":{"id":"3498680662745699","authorId":"3498680662745699","name":"Mediator","avatar":"https://static.tigerbbs.com/e27d4b46eee1454d2bd4f83bb56ab921","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3498680662745699","authorIdStr":"3498680662745699"},"themes":[],"title":"","htmlText":"asml和应用材料还可以，买富途和世纪互联是什么鬼？mag7现在确实该清仓，除了疯狂举债给AI输血➕循环融资粉饰报表，把财务风险搞得很难看，中期内又根本见不到回报。","listText":"asml和应用材料还可以，买富途和世纪互联是什么鬼？mag7现在确实该清仓，除了疯狂举债给AI输血➕循环融资粉饰报表，把财务风险搞得很难看，中期内又根本见不到回报。","text":"asml和应用材料还可以，买富途和世纪互联是什么鬼？mag7现在确实该清仓，除了疯狂举债给AI输血➕循环融资粉饰报表，把财务风险搞得很难看，中期内又根本见不到回报。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/594650185466864","repostId":"2657274506","repostType":2,"repost":{"id":"2657274506","kind":"news","pubTimestamp":1786175316,"share":"https://www.laohunote.com/m/news/2657274506?lang=zh_CN&edition=full","pubTime":"2026-08-08 15:48","market":"fut","language":"zh","title":"景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2657274506","media":"智通财经","summary":"统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。值得注意的是，景林资产Q2建仓阿斯麦、美国光模块制造商$Applied Optoelectronics$、$世纪互联$、$应用材料$等AI算力产业链公司，清仓Meta Platforms Inc.、$英伟达$、$亚马逊$等热门科技股以及光学/光模块组件供应商Lumentum。与此同时，该机构还大幅减持Meta、亚马逊、英伟达。","content":"<html><head></head><body><p style=\"text-align: left;\">智通财经APP获悉，根据美国证券交易委员会(SEC)披露，景林资产递交了截至2026年6月30日的第二季度持仓报告(13F)。该机构大幅减持<a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc.(META.US)等热门科技股，并布局阿斯麦(<a href=\"https://laohu8.com/S/ASML\">ASML</a>.US)的AI算力产业链公司。</p><p style=\"text-align: left;\">统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。该机构在第二季度的持仓组合中新增了4只个股，增持1只个股，减持11只个股，清仓8只个股。其中，前十大持仓标的占总市值的95.31%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/042450fa91d550f8e51053132f717f57\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p><p style=\"text-align: left;\"><strong>前五大重仓股</strong>中，Alphabet(GOOGL.US) 位列第一，持仓约181.04万股，持仓市值约6.47亿美元，占投资组合比例为29.60%，持仓数量较上季度大幅减少38%。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC.US)位列第二，持仓约275.12万股，持仓市值约3.84亿美元，占投资组合比例为17.58%，持仓数量较上季度大幅减少60%。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/PDD\">拼多多</a>(PDD.US)位列第三，持仓约478.57万股，持仓市值约3.65亿美元，占投资组合比例为16.70%。</p><p style=\"text-align: left;\">满帮集团(YMM.US)位列第四，持仓约3945万股，持仓市值约3.20亿美元，占投资组合比例为14.66%%。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/FUTU\">富途控股</a> (FUTU.US) 位列五，持仓约109万股，持仓市值约1.03亿美元，占投资组合比例为4.69%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a785b396627fec5756576a6ede8bbb54\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p><p style=\"text-align: left;\">值得注意的是，景林资产Q2<strong>建仓</strong>阿斯麦(ASML.US)、美国光模块制造商<a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a>(AAOI.US)、<a href=\"https://laohu8.com/S/VNET\">世纪互联</a>(VNET.US)、<a href=\"https://laohu8.com/S/AMAT\">应用材料</a>(AMAT.US)等AI算力产业链公司，<strong>清仓</strong>Meta Platforms Inc.(META.US)、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)等热门科技股以及光学/光模块组件供应商Lumentum(LITE.US)。</p><p style=\"text-align: left;\">从持仓比例变化来看，前五大买入标的分别是：富途控股、阿斯麦、Applied Optoelectronics、世纪互联、应用材料。与此同时，该机构还大幅减持Meta、亚马逊、英伟达。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b9ad2baa71b35910722673353bbf3907\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p></body></html>","source":"stock_zhitongcaijing","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>景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司</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{ 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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景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-08 15:48 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1477642.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，根据美国证券交易委员会(SEC)披露，景林资产递交了截至2026年6月30日的第二季度持仓报告(13F)。该机构大幅减持Meta Platforms Inc.(META.US)等热门科技股，并布局阿斯麦(ASML.US)的AI算力产业链公司。统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。该机构在第二季度的持仓组合中新增了4只个股，增持1只个股，减持...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1477642.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/c483369c55f5485ff50c61c282f0963b","relate_stocks":{"LU1202635105.USD":"ALLIANZ EUROPE INCOME AND GROWTH \"AM\" (USDHDG) INC","LU1697837992.HKD":"BGF DYNAMIC HIGH INCOME \"A6\" (HKDHDG) INC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD) INC AV","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4608":"AI应用概念股","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","NVD":"2倍做空NVDA ETF-GraniteShares","ROM":"ProShares Ultra 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INTELLIGENCE \"A2\" (EUR) ACC A","BK4605":"半导体精选"},"source_url":"http://www.zhitongcaijing.com/content/detail/1477642.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2657274506","content_text":"智通财经APP获悉，根据美国证券交易委员会(SEC)披露，景林资产递交了截至2026年6月30日的第二季度持仓报告(13F)。该机构大幅减持Meta Platforms Inc.(META.US)等热门科技股，并布局阿斯麦(ASML.US)的AI算力产业链公司。统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。该机构在第二季度的持仓组合中新增了4只个股，增持1只个股，减持11只个股，清仓8只个股。其中，前十大持仓标的占总市值的95.31%。前五大重仓股中，Alphabet(GOOGL.US) 位列第一，持仓约181.04万股，持仓市值约6.47亿美元，占投资组合比例为29.60%，持仓数量较上季度大幅减少38%。英特尔(INTC.US)位列第二，持仓约275.12万股，持仓市值约3.84亿美元，占投资组合比例为17.58%，持仓数量较上季度大幅减少60%。拼多多(PDD.US)位列第三，持仓约478.57万股，持仓市值约3.65亿美元，占投资组合比例为16.70%。满帮集团(YMM.US)位列第四，持仓约3945万股，持仓市值约3.20亿美元，占投资组合比例为14.66%%。富途控股 (FUTU.US) 位列五，持仓约109万股，持仓市值约1.03亿美元，占投资组合比例为4.69%。值得注意的是，景林资产Q2建仓阿斯麦(ASML.US)、美国光模块制造商Applied Optoelectronics(AAOI.US)、世纪互联(VNET.US)、应用材料(AMAT.US)等AI算力产业链公司，清仓Meta Platforms Inc.(META.US)、英伟达(NVDA.US)、亚马逊(AMZN.US)等热门科技股以及光学/光模块组件供应商Lumentum(LITE.US)。从持仓比例变化来看，前五大买入标的分别是：富途控股、阿斯麦、Applied Optoelectronics、世纪互联、应用材料。与此同时，该机构还大幅减持Meta、亚马逊、英伟达。","news_type":1,"symbols_score_info":{"GOOX":0.6,"WISE":0.6,"USXF":0.6,"CLIX":0.6,"IEFA":0.6,"METD":0.6,"FTXL":0.6,"VNET":1.84,"ASMU":0.6,"EGGY":0.6,"TRFK":0.6,"USAW.SI":0.6,"04336":1.84,"SMHX":0.6,"LEGR":0.6,"QQQA":0.6,"THMR":0.6,"PQNT":0.6,"LAZR":0.6,"NVDU":0.6,"PDD":1.86,"LUMA":0.6,"GOU":0.6,"AIPI":0.6,"IXN":0.6,"CHPX":0.6,"3NVD.UK":0.6,"SNVD.UK":0.6,"NVD3.UK":0.6,"HULL":0.6,"EPAI":0.6,"FFGX":0.6,"TYLG":0.6,"METW":0.6,"KWEB":0.6,"NVDB":0.6,"DRIV":0.6,"IETC":0.6,"FBYY":0.6,"CQTM":0.6,"NVDG":0.6,"AMZU":0.6,"ESUM":0.6,"FDNI":0.6,"FOTO":0.6,"LTL":0.6,"AMAT":1.84,"SKYY":0.6,"TEK":0.6,"SOXX":0.6,"NVIW.SI":0.6,"OGIG":0.6,"RDVI":0.6,"NVD2.UK":0.6,"AMZW":0.6,"EFIV":0.6,"LITE":1.82,"AMZY":0.6,"NVDX":0.6,"EFA":0.6,"04335":1.86,"ILOW":0.6,"GOOGL":1.86,"SPTE":0.6,"CHPS":0.6,"RDVY":0.6,"AMZZ":0.6,"AMZN":1.84,"TTEQ":0.6,"GXPC":0.6,"ABFL":0.6,"SOXQ":0.6,"SHOC":0.6,"AMZP":0.6,"CLSE":0.6,"ASMH":0.6,"SOCL":0.6,"07788":0.6,"NVD":0.6,"TDV":0.6,"TTXU":0.6,"XNTK":0.6,"DBEF":0.6,"VOX":0.6,"TINY":0.6,"KPDD":0.6,"NVDO":0.6,"USD":0.6,"NVDD":0.6,"INTW":0.6,"ASMG":0.6,"CHAT":0.6,"TRUC":0.6,"FBL":0.6,"CNEQ":0.6,"GGLL":0.6,"SMH":0.6,"XLC":0.6,"AMZD":0.6,"GOOW":0.6,"AGOX":0.6,"NVII":0.6,"2NVD.UK":0.6,"NVDA":1.84,"NVDS":0.6,"LINT":0.6,"ANV":0.6,"RSPC":0.6,"ARTY":0.6,"AIS":0.6,"RTH":0.6,"CGIC":0.6,"WANT":0.6,"YMM":1.85,"DRAG":0.6,"ESLG":0.6,"NVYY":0.6,"XITK":0.6,"PSI":0.6,"FBY":0.6,"XLK":0.6,"QQQG":0.6,"AIFD":0.6,"AZYY":0.6,"LFGY":0.6,"VGT":0.6,"VT":0.6,"03165":0.6,"FDTX":0.6,"GOOY":0.6,"NVDW":0.6,"PDDL":0.6,"ROM":0.6,"NVDL":0.6,"NVDY":0.6,"GSID":0.6,"AIQ":0.6,"NVDQ":0.6,"FCOM":0.6,"METU":0.6,"DBEU":0.6,"META":1.91,"NULC":0.6,"07388":0.6,"FAI":0.6,"CMAG":0.6,"AAOX":0.6,"ASML":1.9,"GAMR":0.6,"LITX":0.6,"SOXY":0.6,"INTC":1.86,"METV":0.6,"ONLN":0.6,"HBMX":0.6,"WUGI":0.6,"XDAT":0.6,"GGLS":0.6,"FENI":0.6,"GOOP":0.6,"DIPS":0.6,"JGRO":0.6,"ILDR":0.6,"AAOI":1.85,"IFLR":0.6,"NVDS.UK":0.6,"SNPE":0.6,"FTEC":0.6}},"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":594602482730040,"gmtCreate":1786184785806,"gmtModify":1786185421631,"author":{"id":"3459833880161209","authorId":"3459833880161209","name":"洞洞86","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459833880161209","authorIdStr":"3459833880161209"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/594602482730040","repostId":"2657274506","repostType":2,"repost":{"id":"2657274506","kind":"news","pubTimestamp":1786175316,"share":"https://www.laohunote.com/m/news/2657274506?lang=zh_CN&edition=full","pubTime":"2026-08-08 15:48","market":"fut","language":"zh","title":"景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2657274506","media":"智通财经","summary":"统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。值得注意的是，景林资产Q2建仓阿斯麦、美国光模块制造商$Applied Optoelectronics$、$世纪互联$、$应用材料$等AI算力产业链公司，清仓Meta Platforms Inc.、$英伟达$、$亚马逊$等热门科技股以及光学/光模块组件供应商Lumentum。与此同时，该机构还大幅减持Meta、亚马逊、英伟达。","content":"<html><head></head><body><p style=\"text-align: left;\">智通财经APP获悉，根据美国证券交易委员会(SEC)披露，景林资产递交了截至2026年6月30日的第二季度持仓报告(13F)。该机构大幅减持<a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc.(META.US)等热门科技股，并布局阿斯麦(<a href=\"https://laohu8.com/S/ASML\">ASML</a>.US)的AI算力产业链公司。</p><p style=\"text-align: left;\">统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。该机构在第二季度的持仓组合中新增了4只个股，增持1只个股，减持11只个股，清仓8只个股。其中，前十大持仓标的占总市值的95.31%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/042450fa91d550f8e51053132f717f57\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p><p style=\"text-align: left;\"><strong>前五大重仓股</strong>中，Alphabet(GOOGL.US) 位列第一，持仓约181.04万股，持仓市值约6.47亿美元，占投资组合比例为29.60%，持仓数量较上季度大幅减少38%。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC.US)位列第二，持仓约275.12万股，持仓市值约3.84亿美元，占投资组合比例为17.58%，持仓数量较上季度大幅减少60%。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/PDD\">拼多多</a>(PDD.US)位列第三，持仓约478.57万股，持仓市值约3.65亿美元，占投资组合比例为16.70%。</p><p style=\"text-align: left;\">满帮集团(YMM.US)位列第四，持仓约3945万股，持仓市值约3.20亿美元，占投资组合比例为14.66%%。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/FUTU\">富途控股</a> (FUTU.US) 位列五，持仓约109万股，持仓市值约1.03亿美元，占投资组合比例为4.69%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a785b396627fec5756576a6ede8bbb54\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p><p style=\"text-align: left;\">值得注意的是，景林资产Q2<strong>建仓</strong>阿斯麦(ASML.US)、美国光模块制造商<a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a>(AAOI.US)、<a href=\"https://laohu8.com/S/VNET\">世纪互联</a>(VNET.US)、<a href=\"https://laohu8.com/S/AMAT\">应用材料</a>(AMAT.US)等AI算力产业链公司，<strong>清仓</strong>Meta Platforms Inc.(META.US)、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)等热门科技股以及光学/光模块组件供应商Lumentum(LITE.US)。</p><p style=\"text-align: left;\">从持仓比例变化来看，前五大买入标的分别是：富途控股、阿斯麦、Applied Optoelectronics、世纪互联、应用材料。与此同时，该机构还大幅减持Meta、亚马逊、英伟达。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b9ad2baa71b35910722673353bbf3907\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p></body></html>","source":"stock_zhitongcaijing","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>景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司</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{ 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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景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-08 15:48 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1477642.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，根据美国证券交易委员会(SEC)披露，景林资产递交了截至2026年6月30日的第二季度持仓报告(13F)。该机构大幅减持Meta Platforms Inc.(META.US)等热门科技股，并布局阿斯麦(ASML.US)的AI算力产业链公司。统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。该机构在第二季度的持仓组合中新增了4只个股，增持1只个股，减持...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1477642.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/c483369c55f5485ff50c61c282f0963b","relate_stocks":{"LU1202635105.USD":"ALLIANZ EUROPE INCOME AND GROWTH \"AM\" (USDHDG) INC","LU1697837992.HKD":"BGF DYNAMIC HIGH INCOME \"A6\" (HKDHDG) INC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD) INC AV","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4608":"AI应用概念股","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","NVD":"2倍做空NVDA ETF-GraniteShares","ROM":"ProShares Ultra 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INTELLIGENCE \"A2\" (EUR) ACC A","BK4605":"半导体精选"},"source_url":"http://www.zhitongcaijing.com/content/detail/1477642.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2657274506","content_text":"智通财经APP获悉，根据美国证券交易委员会(SEC)披露，景林资产递交了截至2026年6月30日的第二季度持仓报告(13F)。该机构大幅减持Meta Platforms Inc.(META.US)等热门科技股，并布局阿斯麦(ASML.US)的AI算力产业链公司。统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。该机构在第二季度的持仓组合中新增了4只个股，增持1只个股，减持11只个股，清仓8只个股。其中，前十大持仓标的占总市值的95.31%。前五大重仓股中，Alphabet(GOOGL.US) 位列第一，持仓约181.04万股，持仓市值约6.47亿美元，占投资组合比例为29.60%，持仓数量较上季度大幅减少38%。英特尔(INTC.US)位列第二，持仓约275.12万股，持仓市值约3.84亿美元，占投资组合比例为17.58%，持仓数量较上季度大幅减少60%。拼多多(PDD.US)位列第三，持仓约478.57万股，持仓市值约3.65亿美元，占投资组合比例为16.70%。满帮集团(YMM.US)位列第四，持仓约3945万股，持仓市值约3.20亿美元，占投资组合比例为14.66%%。富途控股 (FUTU.US) 位列五，持仓约109万股，持仓市值约1.03亿美元，占投资组合比例为4.69%。值得注意的是，景林资产Q2建仓阿斯麦(ASML.US)、美国光模块制造商Applied Optoelectronics(AAOI.US)、世纪互联(VNET.US)、应用材料(AMAT.US)等AI算力产业链公司，清仓Meta Platforms Inc.(META.US)、英伟达(NVDA.US)、亚马逊(AMZN.US)等热门科技股以及光学/光模块组件供应商Lumentum(LITE.US)。从持仓比例变化来看，前五大买入标的分别是：富途控股、阿斯麦、Applied Optoelectronics、世纪互联、应用材料。与此同时，该机构还大幅减持Meta、亚马逊、英伟达。","news_type":1,"symbols_score_info":{"GOOX":0.6,"WISE":0.6,"USXF":0.6,"CLIX":0.6,"IEFA":0.6,"METD":0.6,"FTXL":0.6,"VNET":1.84,"ASMU":0.6,"EGGY":0.6,"TRFK":0.6,"USAW.SI":0.6,"04336":1.84,"SMHX":0.6,"LEGR":0.6,"QQQA":0.6,"THMR":0.6,"PQNT":0.6,"LAZR":0.6,"NVDU":0.6,"PDD":1.86,"LUMA":0.6,"GOU":0.6,"AIPI":0.6,"IXN":0.6,"CHPX":0.6,"3NVD.UK":0.6,"SNVD.UK":0.6,"NVD3.UK":0.6,"HULL":0.6,"EPAI":0.6,"FFGX":0.6,"TYLG":0.6,"METW":0.6,"KWEB":0.6,"NVDB":0.6,"DRIV":0.6,"IETC":0.6,"FBYY":0.6,"CQTM":0.6,"NVDG":0.6,"AMZU":0.6,"ESUM":0.6,"FDNI":0.6,"FOTO":0.6,"LTL":0.6,"AMAT":1.84,"SKYY":0.6,"TEK":0.6,"SOXX":0.6,"NVIW.SI":0.6,"OGIG":0.6,"RDVI":0.6,"NVD2.UK":0.6,"AMZW":0.6,"EFIV":0.6,"LITE":1.82,"AMZY":0.6,"NVDX":0.6,"EFA":0.6,"04335":1.86,"ILOW":0.6,"GOOGL":1.86,"SPTE":0.6,"CHPS":0.6,"RDVY":0.6,"AMZZ":0.6,"AMZN":1.84,"TTEQ":0.6,"GXPC":0.6,"ABFL":0.6,"SOXQ":0.6,"SHOC":0.6,"AMZP":0.6,"CLSE":0.6,"ASMH":0.6,"SOCL":0.6,"07788":0.6,"NVD":0.6,"TDV":0.6,"TTXU":0.6,"XNTK":0.6,"DBEF":0.6,"VOX":0.6,"TINY":0.6,"KPDD":0.6,"NVDO":0.6,"USD":0.6,"NVDD":0.6,"INTW":0.6,"ASMG":0.6,"CHAT":0.6,"TRUC":0.6,"FBL":0.6,"CNEQ":0.6,"GGLL":0.6,"SMH":0.6,"XLC":0.6,"AMZD":0.6,"GOOW":0.6,"AGOX":0.6,"NVII":0.6,"2NVD.UK":0.6,"NVDA":1.84,"NVDS":0.6,"LINT":0.6,"ANV":0.6,"RSPC":0.6,"ARTY":0.6,"AIS":0.6,"RTH":0.6,"CGIC":0.6,"WANT":0.6,"YMM":1.85,"DRAG":0.6,"ESLG":0.6,"NVYY":0.6,"XITK":0.6,"PSI":0.6,"FBY":0.6,"XLK":0.6,"QQQG":0.6,"AIFD":0.6,"AZYY":0.6,"LFGY":0.6,"VGT":0.6,"VT":0.6,"03165":0.6,"FDTX":0.6,"GOOY":0.6,"NVDW":0.6,"PDDL":0.6,"ROM":0.6,"NVDL":0.6,"NVDY":0.6,"GSID":0.6,"AIQ":0.6,"NVDQ":0.6,"FCOM":0.6,"METU":0.6,"DBEU":0.6,"META":1.91,"NULC":0.6,"07388":0.6,"FAI":0.6,"CMAG":0.6,"AAOX":0.6,"ASML":1.9,"GAMR":0.6,"LITX":0.6,"SOXY":0.6,"INTC":1.86,"METV":0.6,"ONLN":0.6,"HBMX":0.6,"WUGI":0.6,"XDAT":0.6,"GGLS":0.6,"FENI":0.6,"GOOP":0.6,"DIPS":0.6,"JGRO":0.6,"ILDR":0.6,"AAOI":1.85,"IFLR":0.6,"NVDS.UK":0.6,"SNPE":0.6,"FTEC":0.6}},"isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"essenList":[{"id":594788491518728,"gmtCreate":1786230257397,"gmtModify":1786230259739,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"BenBina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540680319507322","authorIdStr":"3540680319507322"},"themes":[],"title":"","htmlText":"这个时候建仓阿斯麦，必然是去接盘了","listText":"这个时候建仓阿斯麦，必然是去接盘了","text":"这个时候建仓阿斯麦，必然是去接盘了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/594788491518728","repostId":"2657274506","repostType":4,"repost":{"id":"2657274506","kind":"news","pubTimestamp":1786175316,"share":"https://www.laohunote.com/m/news/2657274506?lang=zh_CN&edition=full","pubTime":"2026-08-08 15:48","market":"fut","language":"zh","title":"景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2657274506","media":"智通财经","summary":"统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。值得注意的是，景林资产Q2建仓阿斯麦、美国光模块制造商$Applied Optoelectronics$、$世纪互联$、$应用材料$等AI算力产业链公司，清仓Meta Platforms Inc.、$英伟达$、$亚马逊$等热门科技股以及光学/光模块组件供应商Lumentum。与此同时，该机构还大幅减持Meta、亚马逊、英伟达。","content":"<html><head></head><body><p style=\"text-align: left;\">智通财经APP获悉，根据美国证券交易委员会(SEC)披露，景林资产递交了截至2026年6月30日的第二季度持仓报告(13F)。该机构大幅减持<a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc.(META.US)等热门科技股，并布局阿斯麦(<a href=\"https://laohu8.com/S/ASML\">ASML</a>.US)的AI算力产业链公司。</p><p style=\"text-align: left;\">统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。该机构在第二季度的持仓组合中新增了4只个股，增持1只个股，减持11只个股，清仓8只个股。其中，前十大持仓标的占总市值的95.31%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/042450fa91d550f8e51053132f717f57\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p><p style=\"text-align: left;\"><strong>前五大重仓股</strong>中，Alphabet(GOOGL.US) 位列第一，持仓约181.04万股，持仓市值约6.47亿美元，占投资组合比例为29.60%，持仓数量较上季度大幅减少38%。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC.US)位列第二，持仓约275.12万股，持仓市值约3.84亿美元，占投资组合比例为17.58%，持仓数量较上季度大幅减少60%。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/PDD\">拼多多</a>(PDD.US)位列第三，持仓约478.57万股，持仓市值约3.65亿美元，占投资组合比例为16.70%。</p><p style=\"text-align: left;\">满帮集团(YMM.US)位列第四，持仓约3945万股，持仓市值约3.20亿美元，占投资组合比例为14.66%%。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/FUTU\">富途控股</a> (FUTU.US) 位列五，持仓约109万股，持仓市值约1.03亿美元，占投资组合比例为4.69%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a785b396627fec5756576a6ede8bbb54\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p><p style=\"text-align: left;\">值得注意的是，景林资产Q2<strong>建仓</strong>阿斯麦(ASML.US)、美国光模块制造商<a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a>(AAOI.US)、<a href=\"https://laohu8.com/S/VNET\">世纪互联</a>(VNET.US)、<a href=\"https://laohu8.com/S/AMAT\">应用材料</a>(AMAT.US)等AI算力产业链公司，<strong>清仓</strong>Meta Platforms Inc.(META.US)、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)等热门科技股以及光学/光模块组件供应商Lumentum(LITE.US)。</p><p style=\"text-align: left;\">从持仓比例变化来看，前五大买入标的分别是：富途控股、阿斯麦、Applied Optoelectronics、世纪互联、应用材料。与此同时，该机构还大幅减持Meta、亚马逊、英伟达。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b9ad2baa71b35910722673353bbf3907\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p></body></html>","source":"stock_zhitongcaijing","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>景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司</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{ 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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景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-08 15:48 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1477642.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，根据美国证券交易委员会(SEC)披露，景林资产递交了截至2026年6月30日的第二季度持仓报告(13F)。该机构大幅减持Meta Platforms Inc.(META.US)等热门科技股，并布局阿斯麦(ASML.US)的AI算力产业链公司。统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。该机构在第二季度的持仓组合中新增了4只个股，增持1只个股，减持...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1477642.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/c483369c55f5485ff50c61c282f0963b","relate_stocks":{"LU1202635105.USD":"ALLIANZ EUROPE INCOME AND GROWTH \"AM\" (USDHDG) INC","LU1697837992.HKD":"BGF DYNAMIC HIGH INCOME \"A6\" (HKDHDG) INC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD) INC AV","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4608":"AI应用概念股","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","NVD":"2倍做空NVDA ETF-GraniteShares","ROM":"ProShares Ultra 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INTELLIGENCE \"A2\" (EUR) ACC A","BK4605":"半导体精选"},"source_url":"http://www.zhitongcaijing.com/content/detail/1477642.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2657274506","content_text":"智通财经APP获悉，根据美国证券交易委员会(SEC)披露，景林资产递交了截至2026年6月30日的第二季度持仓报告(13F)。该机构大幅减持Meta Platforms Inc.(META.US)等热门科技股，并布局阿斯麦(ASML.US)的AI算力产业链公司。统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。该机构在第二季度的持仓组合中新增了4只个股，增持1只个股，减持11只个股，清仓8只个股。其中，前十大持仓标的占总市值的95.31%。前五大重仓股中，Alphabet(GOOGL.US) 位列第一，持仓约181.04万股，持仓市值约6.47亿美元，占投资组合比例为29.60%，持仓数量较上季度大幅减少38%。英特尔(INTC.US)位列第二，持仓约275.12万股，持仓市值约3.84亿美元，占投资组合比例为17.58%，持仓数量较上季度大幅减少60%。拼多多(PDD.US)位列第三，持仓约478.57万股，持仓市值约3.65亿美元，占投资组合比例为16.70%。满帮集团(YMM.US)位列第四，持仓约3945万股，持仓市值约3.20亿美元，占投资组合比例为14.66%%。富途控股 (FUTU.US) 位列五，持仓约109万股，持仓市值约1.03亿美元，占投资组合比例为4.69%。值得注意的是，景林资产Q2建仓阿斯麦(ASML.US)、美国光模块制造商Applied Optoelectronics(AAOI.US)、世纪互联(VNET.US)、应用材料(AMAT.US)等AI算力产业链公司，清仓Meta Platforms Inc.(META.US)、英伟达(NVDA.US)、亚马逊(AMZN.US)等热门科技股以及光学/光模块组件供应商Lumentum(LITE.US)。从持仓比例变化来看，前五大买入标的分别是：富途控股、阿斯麦、Applied Optoelectronics、世纪互联、应用材料。与此同时，该机构还大幅减持Meta、亚马逊、英伟达。","news_type":1,"symbols_score_info":{"GOOX":0.6,"WISE":0.6,"USXF":0.6,"CLIX":0.6,"IEFA":0.6,"METD":0.6,"FTXL":0.6,"VNET":1.84,"ASMU":0.6,"EGGY":0.6,"TRFK":0.6,"USAW.SI":0.6,"04336":1.84,"SMHX":0.6,"LEGR":0.6,"QQQA":0.6,"THMR":0.6,"PQNT":0.6,"LAZR":0.6,"NVDU":0.6,"PDD":1.86,"LUMA":0.6,"GOU":0.6,"AIPI":0.6,"IXN":0.6,"CHPX":0.6,"3NVD.UK":0.6,"SNVD.UK":0.6,"NVD3.UK":0.6,"HULL":0.6,"EPAI":0.6,"FFGX":0.6,"TYLG":0.6,"METW":0.6,"KWEB":0.6,"NVDB":0.6,"DRIV":0.6,"IETC":0.6,"FBYY":0.6,"CQTM":0.6,"NVDG":0.6,"AMZU":0.6,"ESUM":0.6,"FDNI":0.6,"FOTO":0.6,"LTL":0.6,"AMAT":1.84,"SKYY":0.6,"TEK":0.6,"SOXX":0.6,"NVIW.SI":0.6,"OGIG":0.6,"RDVI":0.6,"NVD2.UK":0.6,"AMZW":0.6,"EFIV":0.6,"LITE":1.82,"AMZY":0.6,"NVDX":0.6,"EFA":0.6,"04335":1.86,"ILOW":0.6,"GOOGL":1.86,"SPTE":0.6,"CHPS":0.6,"RDVY":0.6,"AMZZ":0.6,"AMZN":1.84,"TTEQ":0.6,"GXPC":0.6,"ABFL":0.6,"SOXQ":0.6,"SHOC":0.6,"AMZP":0.6,"CLSE":0.6,"ASMH":0.6,"SOCL":0.6,"07788":0.6,"NVD":0.6,"TDV":0.6,"TTXU":0.6,"XNTK":0.6,"DBEF":0.6,"VOX":0.6,"TINY":0.6,"KPDD":0.6,"NVDO":0.6,"USD":0.6,"NVDD":0.6,"INTW":0.6,"ASMG":0.6,"CHAT":0.6,"TRUC":0.6,"FBL":0.6,"CNEQ":0.6,"GGLL":0.6,"SMH":0.6,"XLC":0.6,"AMZD":0.6,"GOOW":0.6,"AGOX":0.6,"NVII":0.6,"2NVD.UK":0.6,"NVDA":1.84,"NVDS":0.6,"LINT":0.6,"ANV":0.6,"RSPC":0.6,"ARTY":0.6,"AIS":0.6,"RTH":0.6,"CGIC":0.6,"WANT":0.6,"YMM":1.85,"DRAG":0.6,"ESLG":0.6,"NVYY":0.6,"XITK":0.6,"PSI":0.6,"FBY":0.6,"XLK":0.6,"QQQG":0.6,"AIFD":0.6,"AZYY":0.6,"LFGY":0.6,"VGT":0.6,"VT":0.6,"03165":0.6,"FDTX":0.6,"GOOY":0.6,"NVDW":0.6,"PDDL":0.6,"ROM":0.6,"NVDL":0.6,"NVDY":0.6,"GSID":0.6,"AIQ":0.6,"NVDQ":0.6,"FCOM":0.6,"METU":0.6,"DBEU":0.6,"META":1.91,"NULC":0.6,"07388":0.6,"FAI":0.6,"CMAG":0.6,"AAOX":0.6,"ASML":1.9,"GAMR":0.6,"LITX":0.6,"SOXY":0.6,"INTC":1.86,"METV":0.6,"ONLN":0.6,"HBMX":0.6,"WUGI":0.6,"XDAT":0.6,"GGLS":0.6,"FENI":0.6,"GOOP":0.6,"DIPS":0.6,"JGRO":0.6,"ILDR":0.6,"AAOI":1.85,"IFLR":0.6,"NVDS.UK":0.6,"SNPE":0.6,"FTEC":0.6}},"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":594650185466864,"gmtCreate":1786196431232,"gmtModify":1786196964477,"author":{"id":"3498680662745699","authorId":"3498680662745699","name":"Mediator","avatar":"https://static.tigerbbs.com/e27d4b46eee1454d2bd4f83bb56ab921","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3498680662745699","authorIdStr":"3498680662745699"},"themes":[],"title":"","htmlText":"asml和应用材料还可以，买富途和世纪互联是什么鬼？mag7现在确实该清仓，除了疯狂举债给AI输血➕循环融资粉饰报表，把财务风险搞得很难看，中期内又根本见不到回报。","listText":"asml和应用材料还可以，买富途和世纪互联是什么鬼？mag7现在确实该清仓，除了疯狂举债给AI输血➕循环融资粉饰报表，把财务风险搞得很难看，中期内又根本见不到回报。","text":"asml和应用材料还可以，买富途和世纪互联是什么鬼？mag7现在确实该清仓，除了疯狂举债给AI输血➕循环融资粉饰报表，把财务风险搞得很难看，中期内又根本见不到回报。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/594650185466864","repostId":"2657274506","repostType":2,"repost":{"id":"2657274506","kind":"news","pubTimestamp":1786175316,"share":"https://www.laohunote.com/m/news/2657274506?lang=zh_CN&edition=full","pubTime":"2026-08-08 15:48","market":"fut","language":"zh","title":"景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2657274506","media":"智通财经","summary":"统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。值得注意的是，景林资产Q2建仓阿斯麦、美国光模块制造商$Applied Optoelectronics$、$世纪互联$、$应用材料$等AI算力产业链公司，清仓Meta Platforms Inc.、$英伟达$、$亚马逊$等热门科技股以及光学/光模块组件供应商Lumentum。与此同时，该机构还大幅减持Meta、亚马逊、英伟达。","content":"<html><head></head><body><p style=\"text-align: left;\">智通财经APP获悉，根据美国证券交易委员会(SEC)披露，景林资产递交了截至2026年6月30日的第二季度持仓报告(13F)。该机构大幅减持<a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc.(META.US)等热门科技股，并布局阿斯麦(<a href=\"https://laohu8.com/S/ASML\">ASML</a>.US)的AI算力产业链公司。</p><p style=\"text-align: left;\">统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。该机构在第二季度的持仓组合中新增了4只个股，增持1只个股，减持11只个股，清仓8只个股。其中，前十大持仓标的占总市值的95.31%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/042450fa91d550f8e51053132f717f57\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p><p style=\"text-align: left;\"><strong>前五大重仓股</strong>中，Alphabet(GOOGL.US) 位列第一，持仓约181.04万股，持仓市值约6.47亿美元，占投资组合比例为29.60%，持仓数量较上季度大幅减少38%。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC.US)位列第二，持仓约275.12万股，持仓市值约3.84亿美元，占投资组合比例为17.58%，持仓数量较上季度大幅减少60%。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/PDD\">拼多多</a>(PDD.US)位列第三，持仓约478.57万股，持仓市值约3.65亿美元，占投资组合比例为16.70%。</p><p style=\"text-align: left;\">满帮集团(YMM.US)位列第四，持仓约3945万股，持仓市值约3.20亿美元，占投资组合比例为14.66%%。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/FUTU\">富途控股</a> (FUTU.US) 位列五，持仓约109万股，持仓市值约1.03亿美元，占投资组合比例为4.69%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a785b396627fec5756576a6ede8bbb54\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p><p style=\"text-align: left;\">值得注意的是，景林资产Q2<strong>建仓</strong>阿斯麦(ASML.US)、美国光模块制造商<a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a>(AAOI.US)、<a href=\"https://laohu8.com/S/VNET\">世纪互联</a>(VNET.US)、<a href=\"https://laohu8.com/S/AMAT\">应用材料</a>(AMAT.US)等AI算力产业链公司，<strong>清仓</strong>Meta Platforms Inc.(META.US)、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)等热门科技股以及光学/光模块组件供应商Lumentum(LITE.US)。</p><p style=\"text-align: left;\">从持仓比例变化来看，前五大买入标的分别是：富途控股、阿斯麦、Applied Optoelectronics、世纪互联、应用材料。与此同时，该机构还大幅减持Meta、亚马逊、英伟达。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b9ad2baa71b35910722673353bbf3907\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p></body></html>","source":"stock_zhitongcaijing","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>景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司</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{ 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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景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-08 15:48 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1477642.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，根据美国证券交易委员会(SEC)披露，景林资产递交了截至2026年6月30日的第二季度持仓报告(13F)。该机构大幅减持Meta Platforms Inc.(META.US)等热门科技股，并布局阿斯麦(ASML.US)的AI算力产业链公司。统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。该机构在第二季度的持仓组合中新增了4只个股，增持1只个股，减持...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1477642.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/c483369c55f5485ff50c61c282f0963b","relate_stocks":{"LU1202635105.USD":"ALLIANZ EUROPE INCOME AND GROWTH \"AM\" (USDHDG) INC","LU1697837992.HKD":"BGF DYNAMIC HIGH INCOME \"A6\" (HKDHDG) INC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD) INC AV","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4608":"AI应用概念股","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","NVD":"2倍做空NVDA ETF-GraniteShares","ROM":"ProShares Ultra 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INTELLIGENCE \"A2\" (EUR) ACC A","BK4605":"半导体精选"},"source_url":"http://www.zhitongcaijing.com/content/detail/1477642.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2657274506","content_text":"智通财经APP获悉，根据美国证券交易委员会(SEC)披露，景林资产递交了截至2026年6月30日的第二季度持仓报告(13F)。该机构大幅减持Meta Platforms Inc.(META.US)等热门科技股，并布局阿斯麦(ASML.US)的AI算力产业链公司。统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。该机构在第二季度的持仓组合中新增了4只个股，增持1只个股，减持11只个股，清仓8只个股。其中，前十大持仓标的占总市值的95.31%。前五大重仓股中，Alphabet(GOOGL.US) 位列第一，持仓约181.04万股，持仓市值约6.47亿美元，占投资组合比例为29.60%，持仓数量较上季度大幅减少38%。英特尔(INTC.US)位列第二，持仓约275.12万股，持仓市值约3.84亿美元，占投资组合比例为17.58%，持仓数量较上季度大幅减少60%。拼多多(PDD.US)位列第三，持仓约478.57万股，持仓市值约3.65亿美元，占投资组合比例为16.70%。满帮集团(YMM.US)位列第四，持仓约3945万股，持仓市值约3.20亿美元，占投资组合比例为14.66%%。富途控股 (FUTU.US) 位列五，持仓约109万股，持仓市值约1.03亿美元，占投资组合比例为4.69%。值得注意的是，景林资产Q2建仓阿斯麦(ASML.US)、美国光模块制造商Applied Optoelectronics(AAOI.US)、世纪互联(VNET.US)、应用材料(AMAT.US)等AI算力产业链公司，清仓Meta Platforms Inc.(META.US)、英伟达(NVDA.US)、亚马逊(AMZN.US)等热门科技股以及光学/光模块组件供应商Lumentum(LITE.US)。从持仓比例变化来看，前五大买入标的分别是：富途控股、阿斯麦、Applied Optoelectronics、世纪互联、应用材料。与此同时，该机构还大幅减持Meta、亚马逊、英伟达。","news_type":1,"symbols_score_info":{"GOOX":0.6,"WISE":0.6,"USXF":0.6,"CLIX":0.6,"IEFA":0.6,"METD":0.6,"FTXL":0.6,"VNET":1.84,"ASMU":0.6,"EGGY":0.6,"TRFK":0.6,"USAW.SI":0.6,"04336":1.84,"SMHX":0.6,"LEGR":0.6,"QQQA":0.6,"THMR":0.6,"PQNT":0.6,"LAZR":0.6,"NVDU":0.6,"PDD":1.86,"LUMA":0.6,"GOU":0.6,"AIPI":0.6,"IXN":0.6,"CHPX":0.6,"3NVD.UK":0.6,"SNVD.UK":0.6,"NVD3.UK":0.6,"HULL":0.6,"EPAI":0.6,"FFGX":0.6,"TYLG":0.6,"METW":0.6,"KWEB":0.6,"NVDB":0.6,"DRIV":0.6,"IETC":0.6,"FBYY":0.6,"CQTM":0.6,"NVDG":0.6,"AMZU":0.6,"ESUM":0.6,"FDNI":0.6,"FOTO":0.6,"LTL":0.6,"AMAT":1.84,"SKYY":0.6,"TEK":0.6,"SOXX":0.6,"NVIW.SI":0.6,"OGIG":0.6,"RDVI":0.6,"NVD2.UK":0.6,"AMZW":0.6,"EFIV":0.6,"LITE":1.82,"AMZY":0.6,"NVDX":0.6,"EFA":0.6,"04335":1.86,"ILOW":0.6,"GOOGL":1.86,"SPTE":0.6,"CHPS":0.6,"RDVY":0.6,"AMZZ":0.6,"AMZN":1.84,"TTEQ":0.6,"GXPC":0.6,"ABFL":0.6,"SOXQ":0.6,"SHOC":0.6,"AMZP":0.6,"CLSE":0.6,"ASMH":0.6,"SOCL":0.6,"07788":0.6,"NVD":0.6,"TDV":0.6,"TTXU":0.6,"XNTK":0.6,"DBEF":0.6,"VOX":0.6,"TINY":0.6,"KPDD":0.6,"NVDO":0.6,"USD":0.6,"NVDD":0.6,"INTW":0.6,"ASMG":0.6,"CHAT":0.6,"TRUC":0.6,"FBL":0.6,"CNEQ":0.6,"GGLL":0.6,"SMH":0.6,"XLC":0.6,"AMZD":0.6,"GOOW":0.6,"AGOX":0.6,"NVII":0.6,"2NVD.UK":0.6,"NVDA":1.84,"NVDS":0.6,"LINT":0.6,"ANV":0.6,"RSPC":0.6,"ARTY":0.6,"AIS":0.6,"RTH":0.6,"CGIC":0.6,"WANT":0.6,"YMM":1.85,"DRAG":0.6,"ESLG":0.6,"NVYY":0.6,"XITK":0.6,"PSI":0.6,"FBY":0.6,"XLK":0.6,"QQQG":0.6,"AIFD":0.6,"AZYY":0.6,"LFGY":0.6,"VGT":0.6,"VT":0.6,"03165":0.6,"FDTX":0.6,"GOOY":0.6,"NVDW":0.6,"PDDL":0.6,"ROM":0.6,"NVDL":0.6,"NVDY":0.6,"GSID":0.6,"AIQ":0.6,"NVDQ":0.6,"FCOM":0.6,"METU":0.6,"DBEU":0.6,"META":1.91,"NULC":0.6,"07388":0.6,"FAI":0.6,"CMAG":0.6,"AAOX":0.6,"ASML":1.9,"GAMR":0.6,"LITX":0.6,"SOXY":0.6,"INTC":1.86,"METV":0.6,"ONLN":0.6,"HBMX":0.6,"WUGI":0.6,"XDAT":0.6,"GGLS":0.6,"FENI":0.6,"GOOP":0.6,"DIPS":0.6,"JGRO":0.6,"ILDR":0.6,"AAOI":1.85,"IFLR":0.6,"NVDS.UK":0.6,"SNPE":0.6,"FTEC":0.6}},"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":594602482730040,"gmtCreate":1786184785806,"gmtModify":1786185421631,"author":{"id":"3459833880161209","authorId":"3459833880161209","name":"洞洞86","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459833880161209","authorIdStr":"3459833880161209"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/594602482730040","repostId":"2657274506","repostType":2,"repost":{"id":"2657274506","kind":"news","pubTimestamp":1786175316,"share":"https://www.laohunote.com/m/news/2657274506?lang=zh_CN&edition=full","pubTime":"2026-08-08 15:48","market":"fut","language":"zh","title":"景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2657274506","media":"智通财经","summary":"统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。值得注意的是，景林资产Q2建仓阿斯麦、美国光模块制造商$Applied Optoelectronics$、$世纪互联$、$应用材料$等AI算力产业链公司，清仓Meta Platforms Inc.、$英伟达$、$亚马逊$等热门科技股以及光学/光模块组件供应商Lumentum。与此同时，该机构还大幅减持Meta、亚马逊、英伟达。","content":"<html><head></head><body><p style=\"text-align: left;\">智通财经APP获悉，根据美国证券交易委员会(SEC)披露，景林资产递交了截至2026年6月30日的第二季度持仓报告(13F)。该机构大幅减持<a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc.(META.US)等热门科技股，并布局阿斯麦(<a href=\"https://laohu8.com/S/ASML\">ASML</a>.US)的AI算力产业链公司。</p><p style=\"text-align: left;\">统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。该机构在第二季度的持仓组合中新增了4只个股，增持1只个股，减持11只个股，清仓8只个股。其中，前十大持仓标的占总市值的95.31%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/042450fa91d550f8e51053132f717f57\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p><p style=\"text-align: left;\"><strong>前五大重仓股</strong>中，Alphabet(GOOGL.US) 位列第一，持仓约181.04万股，持仓市值约6.47亿美元，占投资组合比例为29.60%，持仓数量较上季度大幅减少38%。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC.US)位列第二，持仓约275.12万股，持仓市值约3.84亿美元，占投资组合比例为17.58%，持仓数量较上季度大幅减少60%。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/PDD\">拼多多</a>(PDD.US)位列第三，持仓约478.57万股，持仓市值约3.65亿美元，占投资组合比例为16.70%。</p><p style=\"text-align: left;\">满帮集团(YMM.US)位列第四，持仓约3945万股，持仓市值约3.20亿美元，占投资组合比例为14.66%%。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/FUTU\">富途控股</a> (FUTU.US) 位列五，持仓约109万股，持仓市值约1.03亿美元，占投资组合比例为4.69%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a785b396627fec5756576a6ede8bbb54\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p><p style=\"text-align: left;\">值得注意的是，景林资产Q2<strong>建仓</strong>阿斯麦(ASML.US)、美国光模块制造商<a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a>(AAOI.US)、<a href=\"https://laohu8.com/S/VNET\">世纪互联</a>(VNET.US)、<a href=\"https://laohu8.com/S/AMAT\">应用材料</a>(AMAT.US)等AI算力产业链公司，<strong>清仓</strong>Meta Platforms Inc.(META.US)、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)等热门科技股以及光学/光模块组件供应商Lumentum(LITE.US)。</p><p style=\"text-align: left;\">从持仓比例变化来看，前五大买入标的分别是：富途控股、阿斯麦、Applied Optoelectronics、世纪互联、应用材料。与此同时，该机构还大幅减持Meta、亚马逊、英伟达。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b9ad2baa71b35910722673353bbf3907\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p></body></html>","source":"stock_zhitongcaijing","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\" 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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景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-08 15:48 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1477642.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，根据美国证券交易委员会(SEC)披露，景林资产递交了截至2026年6月30日的第二季度持仓报告(13F)。该机构大幅减持Meta Platforms Inc.(META.US)等热门科技股，并布局阿斯麦(ASML.US)的AI算力产业链公司。统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。该机构在第二季度的持仓组合中新增了4只个股，增持1只个股，减持...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1477642.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/c483369c55f5485ff50c61c282f0963b","relate_stocks":{"LU1202635105.USD":"ALLIANZ EUROPE INCOME AND GROWTH \"AM\" (USDHDG) INC","LU1697837992.HKD":"BGF DYNAMIC HIGH INCOME \"A6\" (HKDHDG) INC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD) INC AV","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4608":"AI应用概念股","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","NVD":"2倍做空NVDA ETF-GraniteShares","ROM":"ProShares Ultra 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