阿里巴巴获“大空头”增持至头号重仓，加拿大最大养老基金也进场

华尔街见闻02-15

摘要：Michael Burry旗下的Scion资产管理公司四季度增持阿里巴巴2.5万股、至7.5万股，市值为581万美元；增持京东7.5万股、至20万股，市值为578万美元。阿里和京东也是加拿大最大养老基金CPPIB去年第四季度新买入标的。周三公布的13F报告显示，“大空头”Michael Burry旗下对冲基金Scion Asset Management LLC去年第四季度进一步增持阿里巴巴和...

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精彩评论

专打做空
02-15
专打做空
两个评论的坏必
里二外三
02-15
里二外三
空头增持意味着大跌，打压股价开始了。
rove
02-15
rove
空头做多？
- 能不能别瞎搞:
  你别炒股了

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Healthcare、甲骨文、以及花旗。Scion在四季度建仓做多甲骨文、花旗集团、谷歌母公司Alphabet；清仓斯泰兰蒂斯Stellantis等；减持Booking等股票。无独有偶，同日披露的另一份13F文件显示，阿里巴巴成为加拿大最大养老基金CPPIB去年第四季度新买入标的。加拿大年金计划投资委员会（CPPIB）在截至去年12月31日的第四季度新买入阿里巴巴，持仓达到360万股，市值2.79亿美元。四季度CPPIB还新买入理想汽车170万股，市值6360万美元；新买入京东133万股，市值3830万美元；新买入网易29.1万股，市值2710万美元。去年第四季度，阿里巴巴股价累计下跌约9.6%，京东累计跌幅不到1%。周三，阿里巴巴股价上涨2.5%，京东涨超4.5%，表现均强于美股大盘。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":274226226122832,"gmtCreate":1707987628486,"gmtModify":1707987630042,"author":{"id":"3536230780751020","authorId":"3536230780751020","name":"专打做空","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3536230780751020","authorIdStr":"3536230780751020"},"htmlText":"两个评论的坏必","listText":"两个评论的坏必","text":"两个评论的坏必","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/274226226122832","repostId":2411636530,"repostType":2,"repost":{"id":"2411636530","kind":"news","pubTimestamp":1707952900,"share":"https://www.laohu8.com/m/news/2411636530?lang=&edition=full","pubTime":"2024-02-15 07:21","market":"us","language":"zh","title":"阿里巴巴获“大空头”增持至头号重仓，加拿大最大养老基金也进场","url":"https://stock-news.laohu8.com/highlight/detail?id=2411636530","media":"华尔街见闻","summary":"第四季度，Scion资产管理公司增持阿里巴巴2.5万股、至7.5万股，市值为581万美元；增持京东7.5万股、至20万股，市值为578万美元。无独有偶，同日披露的另一份13F文件显示，阿里巴巴成为加拿大最大养老基金CPPIB去年第四季度新买入标的。去年第四季度，阿里巴巴股价累计下跌约9.6%，京东累计跌幅不到1%。周三，阿里巴巴股价上涨2.5%，京东涨超4.5%，表现均强于美股大盘。","content":"<html><head></head><body><blockquote><p>摘要：Michael Burry旗下的Scion资产管理公司四季度增持<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>2.5万股、至7.5万股，市值为581万美元；增持<a href=\"https://laohu8.com/S/JD\">京东</a>7.5万股、至20万股，市值为578万美元。阿里和京东也是加拿大最大养老基金CPPIB去年第四季度新买入标的。</p></blockquote><p style=\"text-align: justify;\">周三公布的13F报告显示，“大空头”Michael Burry旗下对冲基金Scion Asset Management LLC去年第四季度进一步增持阿里巴巴和京东。</p><p style=\"text-align: justify;\">第四季度，Scion资产管理公司增持阿里巴巴2.5万股、至7.5万股，市值为581万美元；增持京东7.5万股、至20万股，市值为578万美元。截至四季度末，在Scion所披露的持仓中，阿里巴巴为最大持仓，占其资产的6.1%，京东紧随其后。</p><p style=\"text-align: justify;\">Scion的重仓股还包括HCA Healthcare、<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>、以及<a href=\"https://laohu8.com/S/C\">花旗</a>。Scion在四季度建仓做多甲骨文、花旗集团、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet；清仓斯泰兰蒂斯Stellantis等；减持Booking等股票。</p><p style=\"text-align: justify;\">无独有偶，同日披露的另一份13F文件显示，阿里巴巴成为加拿大最大养老基金CPPIB去年第四季度新买入标的。加拿大年金计划投资委员会（CPPIB）在截至去年12月31日的第四季度新买入阿里巴巴，持仓达到360万股，市值2.79亿美元。</p><p style=\"text-align: justify;\">四季度CPPIB还新买入<a href=\"https://laohu8.com/S/LI\">理想汽车</a>170万股，市值6360万美元；新买入京东133万股，市值3830万美元；新买入<a href=\"https://laohu8.com/S/NTES\">网易</a>29.1万股，市值2710万美元。</p><p style=\"text-align: justify;\">去年第四季度，阿里巴巴股价累计下跌约9.6%，京东累计跌幅不到1%。周三，阿里巴巴股价上涨2.5%，京东涨超4.5%，表现均强于美股大盘。</p></body></html>","source":"wallstreetcn_api","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阿里巴巴获“大空头”增持至头号重仓，加拿大最大养老基金也进场\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-15 07:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3708369><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：Michael Burry旗下的Scion资产管理公司四季度增持阿里巴巴2.5万股、至7.5万股，市值为581万美元；增持京东7.5万股、至20万股，市值为578万美元。阿里和京东也是加拿大最大养老基金CPPIB去年第四季度新买入标的。周三公布的13F报告显示，“大空头”Michael Burry旗下对冲基金Scion Asset Management LLC去年第四季度进一步增持阿里巴巴和...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3708369\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7064c4d7d0e0e65c6e1138157a714384","relate_stocks":{"89618":"京东集团-SWR","89988":"阿里巴巴-WR","BABA":"阿里巴巴","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","BK4554":"元宇宙及AR概念","LU1051768304.USD":"贝莱德新兴市场股票收益A6","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","09618":"京东集团-SW","BK4509":"腾讯概念","BK4587":"ChatGPT概念","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4558":"双十一","BK4535":"淡马锡持仓","BK4524":"宅经济概念","09988":"阿里巴巴-W","BK4220":"综合零售","BK4538":"云计算","BK4527":"明星科技股","BK4579":"人工智能","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4526":"热门中概股","SG9999002463.SGD":"LionGlobal China Growth SGD","IE0008368742.USD":"首域中国增长基金I Acc","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4122":"互联网与直销零售","BK4502":"阿里概念","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","BK4551":"寇图资本持仓","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4505":"高瓴资本持仓","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","JD":"京东","BK4581":"高盛持仓","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","BK4504":"桥水持仓","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU1688375341.USD":"贝莱德中国灵活股票基金","LU0918141887.USD":"安联亚洲实际收益股票基金","BK4548":"巴美列捷福持仓","LU0651946864.USD":"贝莱德新兴市场股票收益A2"},"source_url":"https://wallstreetcn.com/articles/3708369","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2411636530","content_text":"摘要：Michael Burry旗下的Scion资产管理公司四季度增持阿里巴巴2.5万股、至7.5万股，市值为581万美元；增持京东7.5万股、至20万股，市值为578万美元。阿里和京东也是加拿大最大养老基金CPPIB去年第四季度新买入标的。周三公布的13F报告显示，“大空头”Michael Burry旗下对冲基金Scion Asset Management LLC去年第四季度进一步增持阿里巴巴和京东。第四季度，Scion资产管理公司增持阿里巴巴2.5万股、至7.5万股，市值为581万美元；增持京东7.5万股、至20万股，市值为578万美元。截至四季度末，在Scion所披露的持仓中，阿里巴巴为最大持仓，占其资产的6.1%，京东紧随其后。Scion的重仓股还包括HCA Healthcare、甲骨文、以及花旗。Scion在四季度建仓做多甲骨文、花旗集团、谷歌母公司Alphabet；清仓斯泰兰蒂斯Stellantis等；减持Booking等股票。无独有偶，同日披露的另一份13F文件显示，阿里巴巴成为加拿大最大养老基金CPPIB去年第四季度新买入标的。加拿大年金计划投资委员会（CPPIB）在截至去年12月31日的第四季度新买入阿里巴巴，持仓达到360万股，市值2.79亿美元。四季度CPPIB还新买入理想汽车170万股，市值6360万美元；新买入京东133万股，市值3830万美元；新买入网易29.1万股，市值2710万美元。去年第四季度，阿里巴巴股价累计下跌约9.6%，京东累计跌幅不到1%。周三，阿里巴巴股价上涨2.5%，京东涨超4.5%，表现均强于美股大盘。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":274201226432680,"gmtCreate":1707981421498,"gmtModify":1707981422967,"author":{"id":"3544518779726666","authorId":"3544518779726666","name":"里二外三","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3544518779726666","authorIdStr":"3544518779726666"},"htmlText":"空头增持意味着大跌，打压股价开始了。","listText":"空头增持意味着大跌，打压股价开始了。","text":"空头增持意味着大跌，打压股价开始了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/274201226432680","repostId":2411636530,"repostType":4,"repost":{"id":"2411636530","kind":"news","pubTimestamp":1707952900,"share":"https://www.laohu8.com/m/news/2411636530?lang=&edition=full","pubTime":"2024-02-15 07:21","market":"us","language":"zh","title":"阿里巴巴获“大空头”增持至头号重仓，加拿大最大养老基金也进场","url":"https://stock-news.laohu8.com/highlight/detail?id=2411636530","media":"华尔街见闻","summary":"第四季度，Scion资产管理公司增持阿里巴巴2.5万股、至7.5万股，市值为581万美元；增持京东7.5万股、至20万股，市值为578万美元。无独有偶，同日披露的另一份13F文件显示，阿里巴巴成为加拿大最大养老基金CPPIB去年第四季度新买入标的。去年第四季度，阿里巴巴股价累计下跌约9.6%，京东累计跌幅不到1%。周三，阿里巴巴股价上涨2.5%，京东涨超4.5%，表现均强于美股大盘。","content":"<html><head></head><body><blockquote><p>摘要：Michael Burry旗下的Scion资产管理公司四季度增持<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>2.5万股、至7.5万股，市值为581万美元；增持<a href=\"https://laohu8.com/S/JD\">京东</a>7.5万股、至20万股，市值为578万美元。阿里和京东也是加拿大最大养老基金CPPIB去年第四季度新买入标的。</p></blockquote><p style=\"text-align: justify;\">周三公布的13F报告显示，“大空头”Michael Burry旗下对冲基金Scion Asset Management LLC去年第四季度进一步增持阿里巴巴和京东。</p><p style=\"text-align: justify;\">第四季度，Scion资产管理公司增持阿里巴巴2.5万股、至7.5万股，市值为581万美元；增持京东7.5万股、至20万股，市值为578万美元。截至四季度末，在Scion所披露的持仓中，阿里巴巴为最大持仓，占其资产的6.1%，京东紧随其后。</p><p style=\"text-align: justify;\">Scion的重仓股还包括HCA Healthcare、<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>、以及<a href=\"https://laohu8.com/S/C\">花旗</a>。Scion在四季度建仓做多甲骨文、花旗集团、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet；清仓斯泰兰蒂斯Stellantis等；减持Booking等股票。</p><p style=\"text-align: justify;\">无独有偶，同日披露的另一份13F文件显示，阿里巴巴成为加拿大最大养老基金CPPIB去年第四季度新买入标的。加拿大年金计划投资委员会（CPPIB）在截至去年12月31日的第四季度新买入阿里巴巴，持仓达到360万股，市值2.79亿美元。</p><p style=\"text-align: justify;\">四季度CPPIB还新买入<a href=\"https://laohu8.com/S/LI\">理想汽车</a>170万股，市值6360万美元；新买入京东133万股，市值3830万美元；新买入<a href=\"https://laohu8.com/S/NTES\">网易</a>29.1万股，市值2710万美元。</p><p style=\"text-align: justify;\">去年第四季度，阿里巴巴股价累计下跌约9.6%，京东累计跌幅不到1%。周三，阿里巴巴股价上涨2.5%，京东涨超4.5%，表现均强于美股大盘。</p></body></html>","source":"wallstreetcn_api","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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Burry旗下的Scion资产管理公司四季度增持阿里巴巴2.5万股、至7.5万股，市值为581万美元；增持京东7.5万股、至20万股，市值为578万美元。阿里和京东也是加拿大最大养老基金CPPIB去年第四季度新买入标的。周三公布的13F报告显示，“大空头”Michael Burry旗下对冲基金Scion Asset Management LLC去年第四季度进一步增持阿里巴巴和...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3708369\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7064c4d7d0e0e65c6e1138157a714384","relate_stocks":{"89618":"京东集团-SWR","89988":"阿里巴巴-WR","BABA":"阿里巴巴","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","BK4554":"元宇宙及AR概念","LU1051768304.USD":"贝莱德新兴市场股票收益A6","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA 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SGD","BK4505":"高瓴资本持仓","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","JD":"京东","BK4581":"高盛持仓","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","BK4504":"桥水持仓","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU1688375341.USD":"贝莱德中国灵活股票基金","LU0918141887.USD":"安联亚洲实际收益股票基金","BK4548":"巴美列捷福持仓","LU0651946864.USD":"贝莱德新兴市场股票收益A2"},"source_url":"https://wallstreetcn.com/articles/3708369","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2411636530","content_text":"摘要：Michael Burry旗下的Scion资产管理公司四季度增持阿里巴巴2.5万股、至7.5万股，市值为581万美元；增持京东7.5万股、至20万股，市值为578万美元。阿里和京东也是加拿大最大养老基金CPPIB去年第四季度新买入标的。周三公布的13F报告显示，“大空头”Michael Burry旗下对冲基金Scion Asset Management LLC去年第四季度进一步增持阿里巴巴和京东。第四季度，Scion资产管理公司增持阿里巴巴2.5万股、至7.5万股，市值为581万美元；增持京东7.5万股、至20万股，市值为578万美元。截至四季度末，在Scion所披露的持仓中，阿里巴巴为最大持仓，占其资产的6.1%，京东紧随其后。Scion的重仓股还包括HCA Healthcare、甲骨文、以及花旗。Scion在四季度建仓做多甲骨文、花旗集团、谷歌母公司Alphabet；清仓斯泰兰蒂斯Stellantis等；减持Booking等股票。无独有偶，同日披露的另一份13F文件显示，阿里巴巴成为加拿大最大养老基金CPPIB去年第四季度新买入标的。加拿大年金计划投资委员会（CPPIB）在截至去年12月31日的第四季度新买入阿里巴巴，持仓达到360万股，市值2.79亿美元。四季度CPPIB还新买入理想汽车170万股，市值6360万美元；新买入京东133万股，市值3830万美元；新买入网易29.1万股，市值2710万美元。去年第四季度，阿里巴巴股价累计下跌约9.6%，京东累计跌幅不到1%。周三，阿里巴巴股价上涨2.5%，京东涨超4.5%，表现均强于美股大盘。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":274091630456960,"gmtCreate":1707954717559,"gmtModify":1707957000522,"author":{"id":"3450266809816029","authorId":"3450266809816029","name":"rove","avatar":"https://static.tigerbbs.com/0e07a2a1d45506b8140f0ab8e0ae8df4","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3450266809816029","authorIdStr":"3450266809816029"},"htmlText":"空头做多？","listText":"空头做多？","text":"空头做多？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/274091630456960","repostId":2411636530,"repostType":2,"repost":{"id":"2411636530","kind":"news","pubTimestamp":1707952900,"share":"https://www.laohu8.com/m/news/2411636530?lang=&edition=full","pubTime":"2024-02-15 07:21","market":"us","language":"zh","title":"阿里巴巴获“大空头”增持至头号重仓，加拿大最大养老基金也进场","url":"https://stock-news.laohu8.com/highlight/detail?id=2411636530","media":"华尔街见闻","summary":"第四季度，Scion资产管理公司增持阿里巴巴2.5万股、至7.5万股，市值为581万美元；增持京东7.5万股、至20万股，市值为578万美元。无独有偶，同日披露的另一份13F文件显示，阿里巴巴成为加拿大最大养老基金CPPIB去年第四季度新买入标的。去年第四季度，阿里巴巴股价累计下跌约9.6%，京东累计跌幅不到1%。周三，阿里巴巴股价上涨2.5%，京东涨超4.5%，表现均强于美股大盘。","content":"<html><head></head><body><blockquote><p>摘要：Michael Burry旗下的Scion资产管理公司四季度增持<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>2.5万股、至7.5万股，市值为581万美元；增持<a href=\"https://laohu8.com/S/JD\">京东</a>7.5万股、至20万股，市值为578万美元。阿里和京东也是加拿大最大养老基金CPPIB去年第四季度新买入标的。</p></blockquote><p style=\"text-align: justify;\">周三公布的13F报告显示，“大空头”Michael Burry旗下对冲基金Scion Asset Management LLC去年第四季度进一步增持阿里巴巴和京东。</p><p style=\"text-align: justify;\">第四季度，Scion资产管理公司增持阿里巴巴2.5万股、至7.5万股，市值为581万美元；增持京东7.5万股、至20万股，市值为578万美元。截至四季度末，在Scion所披露的持仓中，阿里巴巴为最大持仓，占其资产的6.1%，京东紧随其后。</p><p style=\"text-align: justify;\">Scion的重仓股还包括HCA Healthcare、<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>、以及<a href=\"https://laohu8.com/S/C\">花旗</a>。Scion在四季度建仓做多甲骨文、花旗集团、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet；清仓斯泰兰蒂斯Stellantis等；减持Booking等股票。</p><p style=\"text-align: justify;\">无独有偶，同日披露的另一份13F文件显示，阿里巴巴成为加拿大最大养老基金CPPIB去年第四季度新买入标的。加拿大年金计划投资委员会（CPPIB）在截至去年12月31日的第四季度新买入阿里巴巴，持仓达到360万股，市值2.79亿美元。</p><p style=\"text-align: justify;\">四季度CPPIB还新买入<a href=\"https://laohu8.com/S/LI\">理想汽车</a>170万股，市值6360万美元；新买入京东133万股，市值3830万美元；新买入<a href=\"https://laohu8.com/S/NTES\">网易</a>29.1万股，市值2710万美元。</p><p style=\"text-align: justify;\">去年第四季度，阿里巴巴股价累计下跌约9.6%，京东累计跌幅不到1%。周三，阿里巴巴股价上涨2.5%，京东涨超4.5%，表现均强于美股大盘。</p></body></html>","source":"wallstreetcn_api","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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Burry旗下的Scion资产管理公司四季度增持阿里巴巴2.5万股、至7.5万股，市值为581万美元；增持京东7.5万股、至20万股，市值为578万美元。阿里和京东也是加拿大最大养老基金CPPIB去年第四季度新买入标的。周三公布的13F报告显示，“大空头”Michael Burry旗下对冲基金Scion Asset Management LLC去年第四季度进一步增持阿里巴巴和...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3708369\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7064c4d7d0e0e65c6e1138157a714384","relate_stocks":{"89618":"京东集团-SWR","89988":"阿里巴巴-WR","BABA":"阿里巴巴","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","BK4554":"元宇宙及AR概念","LU1051768304.USD":"贝莱德新兴市场股票收益A6","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","09618":"京东集团-SW","BK4509":"腾讯概念","BK4587":"ChatGPT概念","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4558":"双十一","BK4535":"淡马锡持仓","BK4524":"宅经济概念","09988":"阿里巴巴-W","BK4220":"综合零售","BK4538":"云计算","BK4527":"明星科技股","BK4579":"人工智能","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4526":"热门中概股","SG9999002463.SGD":"LionGlobal China Growth SGD","IE0008368742.USD":"首域中国增长基金I Acc","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4122":"互联网与直销零售","BK4502":"阿里概念","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","BK4551":"寇图资本持仓","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4505":"高瓴资本持仓","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","JD":"京东","BK4581":"高盛持仓","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","BK4504":"桥水持仓","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU1688375341.USD":"贝莱德中国灵活股票基金","LU0918141887.USD":"安联亚洲实际收益股票基金","BK4548":"巴美列捷福持仓","LU0651946864.USD":"贝莱德新兴市场股票收益A2"},"source_url":"https://wallstreetcn.com/articles/3708369","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2411636530","content_text":"摘要：Michael Burry旗下的Scion资产管理公司四季度增持阿里巴巴2.5万股、至7.5万股，市值为581万美元；增持京东7.5万股、至20万股，市值为578万美元。阿里和京东也是加拿大最大养老基金CPPIB去年第四季度新买入标的。周三公布的13F报告显示，“大空头”Michael Burry旗下对冲基金Scion Asset Management LLC去年第四季度进一步增持阿里巴巴和京东。第四季度，Scion资产管理公司增持阿里巴巴2.5万股、至7.5万股，市值为581万美元；增持京东7.5万股、至20万股，市值为578万美元。截至四季度末，在Scion所披露的持仓中，阿里巴巴为最大持仓，占其资产的6.1%，京东紧随其后。Scion的重仓股还包括HCA Healthcare、甲骨文、以及花旗。Scion在四季度建仓做多甲骨文、花旗集团、谷歌母公司Alphabet；清仓斯泰兰蒂斯Stellantis等；减持Booking等股票。无独有偶，同日披露的另一份13F文件显示，阿里巴巴成为加拿大最大养老基金CPPIB去年第四季度新买入标的。加拿大年金计划投资委员会（CPPIB）在截至去年12月31日的第四季度新买入阿里巴巴，持仓达到360万股，市值2.79亿美元。四季度CPPIB还新买入理想汽车170万股，市值6360万美元；新买入京东133万股，市值3830万美元；新买入网易29.1万股，市值2710万美元。去年第四季度，阿里巴巴股价累计下跌约9.6%，京东累计跌幅不到1%。周三，阿里巴巴股价上涨2.5%，京东涨超4.5%，表现均强于美股大盘。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":274187361828944,"gmtCreate":1707978140143,"gmtModify":1707978143840,"authorId":3559329655819166,"author":{"id":3559329655819166,"idStr":"3559329655819166","authorId":3559329655819166,"name":"能不能别瞎搞","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":0,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":274091630456960,"type":1,"supId":0,"prevId":0,"content":"<span class=\"s1\">你别炒股了</span>","text":"<span class=\"s1\">你别炒股了</span>","html":"<span 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