标志性切换？大牌对冲基金减持美股“七姐妹”、增持阿里等中概股

华尔街见闻05-17

一季度，对冲基金大佬David Tepper大幅增持阿里、拼多多和百度，中概股和中国ETF仓位达到24%。对冲基金大佬带头涌入中概股。监管文件显示，今年一季度，美国知名亿万富豪投资者、对冲基金传奇人物大卫·泰珀（David Tepper）旗下对冲基金Appaloosa Management（阿帕卢萨资管）对阿里巴巴的持仓翻倍，阿里成为其67亿美元股票投资组合中的第一大重仓股。该基金还增持了拼多多、...

网页链接

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

MTM20240312
05-17
MTM20240312
买吧买吧我不买
HunterRen
05-17
HunterRen
做空不了汇率就来做空股市，小心为好！
喵呜喵
05-17
喵呜喵
这会儿才说一季度重仓中概，明显是忽悠韭菜来抬轿。
猛逃
05-17
猛逃
瞎炒一气[生病]
里二外三
05-17
里二外三
继续忽悠继续骗

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2436341519?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/5f9645f22da0191fc1f47b6e11604959","is_english":false,"pubTime":"2024-05-17 09:12","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2436341519","market":"us","top_or_hot":-1,"title":"标志性切换？大牌对冲基金减持美股“七姐妹”、增持阿里等中概股","media":"华尔街见闻","content":"<div>\n<p>一季度，对冲基金大佬David Tepper大幅增持阿里、拼多多和百度，中概股和中国ETF仓位达到24%。对冲基金大佬带头涌入中概股。监管文件显示，今年一季度，美国知名亿万富豪投资者、对冲基金传奇人物大卫·泰珀（David Tepper）旗下对冲基金Appaloosa Management（阿帕卢萨资管）对阿里巴巴的持仓翻倍，阿里成为其67亿美元股票投资组合中的第一大重仓股。该基金还增持了拼多多、...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3715117\">网页链接</a>\n\n</div>\n","source":"wallstreetcn_hot_news","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>标志性切换？大牌对冲基金减持美股“七姐妹”、增持阿里等中概股</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: 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标志性切换？大牌对冲基金减持美股“七姐妹”、增持阿里等中概股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-17 09:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3715117><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一季度，对冲基金大佬David Tepper大幅增持阿里、拼多多和百度，中概股和中国ETF仓位达到24%。对冲基金大佬带头涌入中概股。监管文件显示，今年一季度，美国知名亿万富豪投资者、对冲基金传奇人物大卫·泰珀（David Tepper）旗下对冲基金Appaloosa Management（阿帕卢萨资管）对阿里巴巴的持仓翻倍，阿里成为其67亿美元股票投资组合中的第一大重仓股。该基金还增持了拼多多、...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3715117\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"KWEB","symbol_name":"中国海外互联网ETF-KraneShares","start_time":0,"source_url":"https://wallstreetcn.com/articles/3715117","article_id":"2436341519","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/5f9645f22da0191fc1f47b6e11604959"],"rights":{"source":"wallstreetcn_hot_news","url":"https://wallstreetcn.com/articles/3715117","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2436341519","pubTimestamp":1715908369,"columns":[],"sourceInfo":{"source_id":"wallstreetcn_hot_news","name":"华尔街见闻"},"weMediaInfo":null,"summary":"互联网科技公司的盈利向好、市场整体估值较低，进一步放大了中国股票的吸引力。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"KWEB":"中国海外互联网ETF-KraneShares","BABA":"阿里巴巴","YINN":"三倍做多富时中国ETF-Direxion","HXC":"纳斯达克中国金龙指数"},"translate_title":"Iconic switch? Big-name hedge funds reduce their holdings of US stocks \"Seven Sisters\" and increase their holdings of Chinese concept stocks such as Ali","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/ff2880a76aa432e402639df2ee03f39f","symbols_score_info":{"HXC":1.1,"KWEB":1.1,"YINN":1.1,"BABA":1},"content_text":"一季度，对冲基金大佬David Tepper大幅增持阿里、拼多多和百度，中概股和中国ETF仓位达到24%。对冲基金大佬带头涌入中概股。监管文件显示，今年一季度，美国知名亿万富豪投资者、对冲基金传奇人物大卫·泰珀（David Tepper）旗下对冲基金Appaloosa Management（阿帕卢萨资管）对阿里巴巴的持仓翻倍，阿里成为其67亿美元股票投资组合中的第一大重仓股。该基金还增持了拼多多、百度，建仓了京东和FXI、KWEB两只中国交易所基金，减持了京东商城、蔚来和理想。与华尔街普遍聚焦于科技股的策略有所不同，Appaloosa在一季度大幅减持英伟达、Meta，减持比例分别高达45%以及40%，微软、亚马逊也遭建仓，比例分别为18%和4%。经数据统计，截至一季度，Appaloosa的股票投资组合中，中概股和中国ETF占比达到24%。无独有偶，《大空头》原型人物、传奇投资者迈克尔·伯里(Michael Burry)旗下的对冲基金Scion Asset Management也在一季度增持了对京东和阿里，还增持了420万美元的百度ADRs（美国存托凭证）。监管信息显示，目前京东是该基金投资组合的最大持仓，阿里为其第二大重仓股。中国股市爆发 外资巨头“爆买”今年年初以来，在“国家队”下场支持和利好政策的提振下，中国股市强劲反弹，MSCI中国指数自1月份低点以来已飙升近30%。此外，互联网科技公司的盈利向好、市场整体估值较低，进一步放大了中国股票的吸引力。和Burry相比，Tepper的回归显得更为激进。数据显示，截至一季度末，Appaloosa对阿里的投资总额已经超过8亿美元，持股规模从从435万股大幅增至约1125万股，仓位高达12%，使泰珀成为阿里的最大股东之一。同时，Appaloosa还是iShares富时中国50指数(FXI)和KraneShares中概互联网指数(KWEB)两只基金的最大基金机构投资者之一。值得注意的是，昔日因做空中概股闻名的机构香橼（Citron Research）周四美股早盘间也在社交媒体发帖唱多阿里。香橼称，阿里巴巴正获得上涨动能，股价有望涨穿100美元，投资者将认识到阿里的AI云前景和战略投资。","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":306878874693832,"gmtCreate":1715956171332,"gmtModify":1715956173204,"author":{"id":"4173359273343622","authorId":"4173359273343622","name":"MTM20240312","avatar":"https://static.tigerbbs.com/42ec1e226a32d919883f0a95641eb7c8","vip":1,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":5,"crmLevelSwitch":1,"idStr":"4173359273343622","authorIdStr":"4173359273343622"},"htmlText":"买吧买吧 我不买","listText":"买吧买吧 我不买","text":"买吧买吧 我不买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306878874693832","repostId":2436341519,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":306878401327376,"gmtCreate":1715956056753,"gmtModify":1715957717917,"author":{"id":"3446168463848078","authorId":"3446168463848078","name":"HunterRen","avatar":"https://static.tigerbbs.com/0099241414c64838c83b7961ef31bdac","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3446168463848078","authorIdStr":"3446168463848078"},"htmlText":"做空不了汇率就来做空股市，小心为好！","listText":"做空不了汇率就来做空股市，小心为好！","text":"做空不了汇率就来做空股市，小心为好！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306878401327376","repostId":2436341519,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":306877549723680,"gmtCreate":1715955847673,"gmtModify":1715955849878,"author":{"id":"3541116545659059","authorId":"3541116545659059","name":"喵呜喵","avatar":"https://static.tigerbbs.com/5d51c5af7a6e2426971ebeb5a65747ce","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3541116545659059","authorIdStr":"3541116545659059"},"htmlText":"这会儿才说一季度重仓中概，明显是忽悠韭菜来抬轿。","listText":"这会儿才说一季度重仓中概，明显是忽悠韭菜来抬轿。","text":"这会儿才说一季度重仓中概，明显是忽悠韭菜来抬轿。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306877549723680","repostId":2436341519,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":306935241719816,"gmtCreate":1715955081869,"gmtModify":1715955083796,"author":{"id":"3518527627041174","authorId":"3518527627041174","name":"猛逃","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3518527627041174","authorIdStr":"3518527627041174"},"htmlText":"瞎炒一气[生病]&nbsp;","listText":"瞎炒一气[生病]&nbsp;","text":"瞎炒一气[生病]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306935241719816","repostId":2436341519,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":306872956997848,"gmtCreate":1715954726912,"gmtModify":1715954728860,"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":"继续忽悠继续骗","listText":"继续忽悠继续骗","text":"继续忽悠继续骗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306872956997848","repostId":2436341519,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":5,"commentSize":5,"repostSize":3,"favoriteSize":3,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2436341519"}