景林美股二季度持仓曝光：坚守拼多多、网易等中概股

证券市场红周刊2021-08-14

红周刊记者齐永超美东时间周五，景林资管向美国SEC提交了二季度美股持仓情况。截至二季度末，景林共持有43个标的，其中对12只标的进行了增仓，新进和减持标的股均为9只，对6只个股进行了清仓。整体来看，景林二季度的建仓股主要集中在中概股，如BOSS直聘(BZ.US)、理想汽车(LI.US)、万物新生(RERE.US)、新东方(EDU.US)、满帮(YMM.US)、高途(GOTU.US)等，清仓苹果...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108141536127c2e1899&s=b><strong>证券市场红周刊</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>红周刊 记者 齐永超美东时间周五，景林资管向美国SEC提交了二季度美股持仓情况。截至二季度末，景林共持有43个标的，其中对12只标的进行了增仓，新进和减持标的股均为9只，对6只个股进行了清仓。整体来看，景林二季度的建仓股主要集中在中概股，如BOSS直聘(BZ.US)、理想汽车(LI.US)、万物新生(RERE.US)、新东方(EDU.US)、满帮(YMM.US)、高途(GOTU.US)等，清仓苹果...</p>\n\n<a 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齐永超美东时间周五，景林资管向美国SEC提交了二季度美股持仓情况。截至二季度末，景林共持有43个标的，其中对12只标的进行了增仓，新进和减持标的股均为9只，对6只个股进行了清仓。整体来看，景林二季度的建仓股主要集中在中概股，如BOSS直聘(BZ.US)、理想汽车(LI.US)、万物新生(RERE.US)、新东方(EDU.US)、满帮(YMM.US)、高途(GOTU.US)等，清仓苹果(AAPL.US)、和黄医药(HCM.US)、再鼎医药(ZLAB.US)等多只个股。从前十重仓股来看，景林前十大重仓股主要家集中在电商、互联网等科技领域。其中，景林二季度对其中多数个股进行了调仓，如第一大重仓股Sea Ltd(SE.US)，本期持仓约221.03万股，较上季度持仓下降3%。第二大重仓股Facebook(FB.US)，本期持仓约122.86万股，较上季度增仓7%。对第三大重仓股拼多多(PDD.US)、第五大重仓股网易(NTES.US)均持仓未变。附表，景林美股前十大重仓股","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":830681191,"gmtCreate":1629070670113,"gmtModify":1629070670113,"author":{"id":"57191867376823","authorId":"57191867376823","name":"无知的自己","avatar":"https://static.tigerbbs.com/c6aa7a40e3eccb99b222c8e97da6004b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"57191867376823","authorIdStr":"57191867376823"},"htmlText":"456","listText":"456","text":"456","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830681191","repostId":2159211615,"repostType":2,"repost":{"id":"2159211615","pubTimestamp":1628926320,"share":"https://www.laohu8.com/m/news/2159211615?lang=&edition=full","pubTime":"2021-08-14 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href=\"https://laohu8.com/S/ZLAB\">再鼎医药</a>(ZLAB.US)等多只个股。</p><p>从前十重仓股来看，景林前十大重仓股主要家集中在电商、互联网等科技领域。其中，景林二季度对其中多数个股进行了调仓，如第一大重仓股<a href=\"https://laohu8.com/S/SE\">Sea Ltd</a>(SE.US)，本期持仓约221.03万股，较上季度持仓下降3%。第二大重仓股<a href=\"https://laohu8.com/S/FB\">Facebook</a>(FB.US)，本期持仓约122.86万股，较上季度增仓7%。对第三大重仓股<a href=\"https://laohu8.com/S/PDD\">拼多多</a>(PDD.US)、第五大重仓股网易(NTES.US)均持仓未变。</p><p>附表，景林美股前十大重仓股</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210814153610247v197s5z29gpe2sk\"/></article></body></html>","source":"tencent","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>景林美股二季度持仓曝光：坚守拼多多、网易等中概股</title>\n<style 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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景林美股二季度持仓曝光：坚守拼多多、网易等中概股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-14 15:32 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108141536127c2e1899&s=b><strong>证券市场红周刊</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>红周刊 记者 齐永超美东时间周五，景林资管向美国SEC提交了二季度美股持仓情况。截至二季度末，景林共持有43个标的，其中对12只标的进行了增仓，新进和减持标的股均为9只，对6只个股进行了清仓。整体来看，景林二季度的建仓股主要集中在中概股，如BOSS直聘(BZ.US)、理想汽车(LI.US)、万物新生(RERE.US)、新东方(EDU.US)、满帮(YMM.US)、高途(GOTU.US)等，清仓苹果...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108141536127c2e1899&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e62f8ab97654b9d4f235a7b85cd8647e","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","TTTN":"老虎中美互联网巨头ETF","PDD":"拼多多","NTES":"网易","09999":"网易-S"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108141536127c2e1899&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2159211615","content_text":"红周刊 记者 齐永超美东时间周五，景林资管向美国SEC提交了二季度美股持仓情况。截至二季度末，景林共持有43个标的，其中对12只标的进行了增仓，新进和减持标的股均为9只，对6只个股进行了清仓。整体来看，景林二季度的建仓股主要集中在中概股，如BOSS直聘(BZ.US)、理想汽车(LI.US)、万物新生(RERE.US)、新东方(EDU.US)、满帮(YMM.US)、高途(GOTU.US)等，清仓苹果(AAPL.US)、和黄医药(HCM.US)、再鼎医药(ZLAB.US)等多只个股。从前十重仓股来看，景林前十大重仓股主要家集中在电商、互联网等科技领域。其中，景林二季度对其中多数个股进行了调仓，如第一大重仓股Sea Ltd(SE.US)，本期持仓约221.03万股，较上季度持仓下降3%。第二大重仓股Facebook(FB.US)，本期持仓约122.86万股，较上季度增仓7%。对第三大重仓股拼多多(PDD.US)、第五大重仓股网易(NTES.US)均持仓未变。附表，景林美股前十大重仓股","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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