“聪明钱”逃离中概股？13F文件告诉你：中概股“真香”

英为财情2021-08-16

每个季度一公布的13F文件，是华尔街投资者最关注的文件之一。所谓13F文件，是由管理1亿美元以上的股权资产机构向美国证券交易委员会（SEC）披露的，该机构持有美国股权的情况以及资金的有关去向。需要提交13F文件的机构包括对冲基金、信托公司、养老金、保险公司等。也就是说，通过13F文件，投资者不仅可以看到华尔街最权威投资机构的持仓情况，还可以看到各大明星股被投资的情况。某种程度上，投资者还可以“...

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免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

哈喽神
2021-08-17
哈喽神
老乡别走啊，让我脱坑！[笑哭]
逆天而行的雕塑
2021-08-17
逆天而行的雕塑
[开心] [开心] [开心] [开心]
EricStone
2021-08-17
EricStone
洗脑文
若木_5082
2021-08-17
若木_5082
二季度持仓推三季度股价，妙啊
纽约华人雷只做啊甘投资法
2021-08-17
纽约华人雷只做啊甘投资法
他们还真不怕中国政策？

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The 13F document tells you that China Stocks are \"really fragrant\"","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/9b5f6911c5d538dfa1b104054a4a1894","symbols_score_info":{"513050":0.9},"content_text":"每个季度一公布的13F文件，是华尔街投资者最关注的文件之一。\n所谓13F文件，是由管理1亿美元以上的股权资产机构向美国证券交易委员会（SEC）披露的，该机构持有美国股权的情况以及资金的有关去向。需要提交13F文件的机构包括对冲基金、信托公司、养老金、保险公司等。\n也就是说，通过13F文件，投资者不仅可以看到华尔街最权威投资机构的持仓情况，还可以看到各大明星股被投资的情况。某种程度上，投资者还可以“抄作业”，在不用支付管理费的情况下，获得最佳的投资组合选股“建议”。\n最新的一个季度的13F文件又开始陆续公布了，这一期的13F文件，让我们最好奇的是，在经历了动荡的一个季度以后，在美国上市的中国科技股们，是否已经被华尔街抛弃了？数据或许最可以说明问题。\n中概股的忐忑一季\n一则“木头姐几乎清仓所有中概股”的消息点燃市场，一时间，人们对于中概股的信心跌至谷底，而这也并不是空穴来风。\n来自中美两国的监管压力都在加大，一方面，在美上市中国科技公司的退市压力是真实存在的，与此同时，原计划赴美IPO的中国企业也开启了撤回潮。另一方面，中国国内的监管也日趋严格，无论是在科技行业，还是在教培行业，都引发了巨震。\n不仅是“木头姐”的基金，二季度，持有大量中概股ADR的ETF Invesco Golden Dragon China ETF 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[开心] [开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839668555","repostId":1172278485,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":839887534,"gmtCreate":1629149059128,"gmtModify":1629149059128,"author":{"id":"3561149620708492","authorId":"3561149620708492","name":"EricStone","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3561149620708492","authorIdStr":"3561149620708492"},"htmlText":"洗脑文","listText":"洗脑文","text":"洗脑文","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839887534","repostId":1172278485,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":839882010,"gmtCreate":1629148021930,"gmtModify":1629159588977,"author":{"id":"3574359908810991","authorId":"3574359908810991","name":"若木_5082","avatar":"https://static.tigerbbs.com/b30c68e6535b023cf24d714bd88df93e","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3574359908810991","authorIdStr":"3574359908810991"},"htmlText":"二季度持仓推三季度股价，妙啊","listText":"二季度持仓推三季度股价，妙啊","text":"二季度持仓推三季度股价，妙啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839882010","repostId":1172278485,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":839833617,"gmtCreate":1629134664039,"gmtModify":1629134664039,"author":{"id":"3549480766038176","authorId":"3549480766038176","name":"纽约华人雷只做啊甘投资法","avatar":"https://static.tigerbbs.com/c1a8428715fa0fedab828700a8f47240","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3549480766038176","authorIdStr":"3549480766038176"},"htmlText":"他们还真不怕中国政策？","listText":"他们还真不怕中国政策？","text":"他们还真不怕中国政策？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839833617","repostId":1172278485,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":76,"commentSize":32,"repostSize":0,"favoriteSize":3,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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