华尔街大鳄最新动向:高盛大举买入阿里巴巴索罗斯清仓腾讯音乐

证券时报网2021-08-14

华尔街投资大鳄的动向一直为市场所关注，投资大鳄的持仓变化或许能成为市场新的风向标。近日，这些投资大鳄的二季度持仓情况公布。　　索罗斯基金继续押注科技股　　在一季度逆市加仓科技股后，索罗斯的家族办公室二季度继续押注科技股。据海外媒体报道，根据索罗斯的家族办公室索罗斯基金管理公司递交监管方的13F报告披露，索罗斯基金管理公司二季度建仓做多24只股票，其中包括亚马逊等三大龙头科技股；共清仓14只股票...

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BlackTechAI
2021-08-14
BlackTechAI
Goldman Sach's increase their holdings in BABA, the totalmarket value of Goldman Sachs's BABA positions reached US $446.39 billion,compared with US $396.454 billion in the previous quarter, an increase of 12.6%. The bank bought additional 5.87 millionshares making Alibaba (BABA.US) their fifth largest holding stock.
- 海星辰:
  我还以为大家删掉阿里App.结果支付宝用到爆
- BlackTechAI:
  👍
- BlackTechAI:
  Support for Alibaba is so hot it overloaded the system. Market's consumers support speaks volumes in their followings n support for BABA both locally and internationally.
- BlackTechAI:
  Alibaba's Trendyol is Turkey's largest BigTech ecom business! Valuation exceeding 10 billion! 🎉
- TTMoon:
  good timing to enter?

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Music","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BABA":1,"GS":1,"TME":1,"09988":0.6,"QNETCN":0.6},"content_text":"华尔街投资大鳄的动向一直为市场所关注，投资大鳄的持仓变化或许能成为市场新的风向标。近日，这些投资大鳄的二季度持仓情况公布。\n　　索罗斯基金继续押注科技股\n　　在一季度逆市加仓科技股后，索罗斯的家族办公室二季度继续押注科技股。据海外媒体报道，根据索罗斯的家族办公室索罗斯基金管理公司递交监管方的13F报告披露，索罗斯基金管理公司二季度建仓做多24只股票，其中包括亚马逊等三大龙头科技股；共清仓14只股票，减持芯片股美光科技为首的14只个股或ETF。此外，索罗斯基金管理公司披露的持仓二季度市值激增94%，升至7.789亿美元。\n　　据悉，索罗斯基金新进的24只个股中，持仓市值前五位包括FAAMG五大科技股中的三家：亚马逊、微软和谷歌母公司Alphabet A类股。而且，新进的亚马逊已经跻身索罗斯基金前五大重仓股。此外，索罗斯基金还买进29.22万股推特股票。\n　　在二季度索罗斯基金清仓的个股中，腾讯音乐尤其引人关注。腾讯音乐是今年一季度索罗斯基金增持股份数第二位的个股，当季增持腾讯音乐的市值将近3400万美元。在美股市场上，腾讯音乐股价今年3月曾达到32美元，截至8月13日已回落至9.8美元。\n\n　　索罗斯毕竟是以宏观交易闻名于世，如此快进快出显然风格迥异。不过，这或许和索罗斯本人无关。今年3月，索罗斯基金管理公司的首席投资官Dawn Fitzpatrick就在接受媒体采访时表示，愿意在市场发生错位的时候进场“扫货”。\n　　此外，索罗斯基金还清仓了华纳音乐、，美国最大外卖平DoorDash、线上二手车零售平台Carvana、稀有金属公司MP Materials、墨西哥廉价航空Controladora Vuela Compañía de Aviación。不过，在二季度索罗斯基金增持的个股中，包括了腾讯为最大股东的东南亚电商Sea，增持了8.8104万股。在二季度索罗斯基金减持的个股中，包括美光科技、T-Mobile等。\n　　桥水重仓必需消费和芯片股\n　　与索罗斯基金的风格有些许不同，全球最大对冲基金桥水（Bridge Associates）在二季度减持金融、通讯、非必需消费品和材料类股，增持消费者必需品、医疗保健、工业和信息技术板块。其中，桥水对金融股的资金分配占比不足24%，较2012年以来平均约80%的规模骤降。\n　　在新建仓的个股中，桥水持有价值最大的前三名分别是全球最大工业气体公司林德集团、虚拟机软件龙头威睿和全球最大农业设备商迪尔公司，该基金还重新买入美光科技、应用材料、英伟达、英特尔等芯片股。当季桥水增持股票数量的前五位分别是可口可乐、iShares明晟新兴市场指数基金、沃尔玛、宝洁和强生公司，分别较今年一季度增持近257万股、逾176万股、逾163万股、逾153万股和逾111万股。桥水还增持了Costco、Target、麦当劳等消费类巨头股票。\n　　桥水二季度减持规模较大的个股包括多种黄金ETF，其中对SPDR黄金ETF减持超过6%，对iShares黄金信托减持4%。在中概股方面，对于仓位较大的阿里巴巴、拼多多、京东、贝壳等股票，桥水整体上没有进行太大的操作，包括新东方和好未来的持仓减少幅度也在1%以内。此外，桥水还小幅减持特斯拉股票。今年一季度，桥水才刚建仓特斯拉3.706万股。\n　　贝莱德持仓市值连续六季度上涨 大幅抛售阿里巴巴\n　　二季度，贝莱德持仓市值达3.59万亿美元，上季度持仓3.4万亿美元，环比上升5%，已连续第六个季度增持。从持仓行业上看，贝莱德偏好信息科技、金融类和医疗健康，占比分别为22.6%、16.32%和12.84%。\n　　截至第二季度，贝莱德前五大持仓股分别为苹果、微软、亚马逊、Facebook和谷歌A类股，持仓市值分别为1408.9亿美元、1369.84亿美元、947.69亿美元、540.43亿美元和494.32亿美元，但均小幅减持。\n　　值得注意的是，二季度贝莱德大幅抛售阿里巴巴，累计减持7402万股，减持幅度高达88.28%，阿里巴巴占其持仓比重从0.56%降至0.06%。不过，对于同为中国电商的拼多多，贝莱德对其持股数增长了9.23%，持股市值从23.7亿美元小幅提高到24.6亿美元。\n　　高盛二季度大举买入阿里巴巴\n　　和贝莱德操作相反，高盛在二季度大举买入阿里巴巴。\n　　高盛递交的截止至2021年6月30日的二季度持仓报告（13F）显示，二季度高盛持仓总市值达4463.9亿美元，上一季度总市值为3964.54亿美元，环比增长12.6%。\n　　在二季度的持仓组合中，高盛新增了836只个股，增持了2591只个股。同时，减持了2356只个股并清仓了706只个股。\n　　其中，高盛在二季度大举买入587万股阿里巴巴，由此阿里巴巴成其第五大持仓股，另外苹果、Facebook及特斯拉等科技股也获较大幅度增持。截至第二季度，高盛前五大持仓股分别为标普500ETF、苹果、微软、安硕罗素2000ETF及阿里巴巴。\n　　减持方面，高盛大幅减持了SPDR标普500ETF、纳斯达克100ETF等ETF以及Visa、摩根大通等金融股，亚马逊、谷歌等部分科技股也遭不同程度减持。\n\n股民福利！金牛、茅台、手机……任务“豪”礼，等你来拿>>\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：马婕","kind":"news","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":897283944,"gmtCreate":1628922793288,"gmtModify":1631885284364,"author":{"id":"3577008494818778","authorId":"3577008494818778","name":"BlackTechAI","avatar":"https://static.tigerbbs.com/d64102b43967a7880f608e7ec776385d","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3577008494818778","authorIdStr":"3577008494818778"},"htmlText":"Goldman Sach's increase their holdings in BABA, the totalmarket value of Goldman Sachs's BABA positions reached US $446.39 billion,compared with US $396.454 billion in the previous quarter, an increase of 12.6%.&nbsp; The bank bought additional 5.87 millionshares making Alibaba (BABA.US) their fifth largest holding stock.","listText":"Goldman Sach's increase their holdings in BABA, the totalmarket value of Goldman Sachs's BABA positions reached US $446.39 billion,compared with US $396.454 billion in the previous quarter, an increase of 12.6%.&nbsp; The bank bought additional 5.87 millionshares making Alibaba (BABA.US) their fifth largest holding stock.","text":"Goldman Sach's increase their holdings in BABA, the totalmarket value of Goldman Sachs's BABA positions reached US $446.39 billion,compared with US $396.454 billion in the previous quarter, an increase of 12.6%. 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Market's consumers support speaks volumes in their followings n support for BABA both locally and internationally.","text":"Support for Alibaba is so hot it overloaded the system. Market's consumers support speaks volumes in their followings n support for BABA both locally and internationally.","html":"Support for Alibaba is so hot it overloaded the system. Market's consumers support speaks volumes in their followings n support for BABA both locally and internationally."},{"id":5549695,"gmtCreate":1629160052594,"gmtModify":1635149890863,"authorId":3577008494818778,"author":{"id":3577008494818778,"idStr":"3577008494818778","authorId":3577008494818778,"name":"BlackTechAI","avatar":"https://static.tigerbbs.com/d64102b43967a7880f608e7ec776385d","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":897283944,"type":1,"supId":0,"prevId":0,"content":"Alibaba's Trendyol is Turkey's largest BigTech ecom business! Valuation exceeding 10 billion! 🎉","text":"Alibaba's Trendyol is Turkey's largest BigTech ecom business! Valuation exceeding 10 billion! 🎉","html":"Alibaba's Trendyol is Turkey's largest BigTech ecom business! 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华尔街大鳄最新动向:高盛大举买入阿里巴巴 索罗斯清仓腾讯音乐

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华尔街大鳄最新动向:高盛大举买入阿里巴巴索罗斯清仓腾讯音乐