美股调仓路径曝光！“三巨头”集体杀入同一赛道

上海证券报2021-11-23

继高瓴、景林资产披露美股持仓后，千亿级私募高毅资产的海外投资情况也相继曝光。美国证券交易委员会（SEC）网站数据显示，截至今年三季度末，高毅资产在美股市场持有18家公司的股票，总市值为2.12亿美元。从持仓情况来看，高毅资产对中概股青睐有加，拼多多是其第一大重仓股。值得注意的是，今年三季度，高毅资产与景林资产不约而同加仓了boss直聘、贝壳。与此同时，高瓴也坚持持有这两只标的，可见头部私募机构...

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精彩评论

藥瀚
2021-11-24
藥瀚
不要信
汪远
2021-11-24
汪远
小鹏和京东最有潜力的！
咖喱酱
2021-11-23
咖喱酱
百度一个季度炒股亏200亿，就是买贝壳买的，哈哈哈哈哈，差点没笑死我
- 云里梦里飞:
  中概股都扑街
Lilyguo
2021-11-23
Lilyguo
休想骗我买中丐
- 爱我丿你pua了吗丿:
  中资最喜欢割韭菜不为别的决不参与这些基金的持仓
老山古
2021-11-23
老山古
又骗人买中概股
T20211222002
2021-11-23
T20211222002
现在还在买贝壳？真的是头铁！和政策唱反调头破血流
- T20211222002:
  .....你信吗？只是安抚而已！企业需要的是政策
- 不爱吃土豆倒吐土豆皮的人:
  看下北京新闻吧，前段时间市委还去赞扬贝壳改善家居生活做出了表率。

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