一年半来首次行动，贝莱德三季度大举加仓拼多多美股近30%

华尔街见闻10-23

最新披露的文件显示，资管巨头贝莱德三季度大举加仓拼多多美股，这是一年半以来贝莱德的拼多多持仓首次调整。在10月22日递交美国证监会SEC的文件中，贝莱德披露，其拼多多美股存托凭证（ADR）的持仓增至3,301万份，在拼多多ADR总量中持有比例达到2.4%。文件显示，因为9月30日的交易触发了此次持仓披露。据彭博汇总的数据测算，上述持仓变动意味着，贝莱德今年第三季度增持了730万份拼多多ADR，...

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href=https://wallstreetcn.com/articles/3731212><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>最新披露的文件显示，资管巨头贝莱德三季度大举加仓拼多多美股，这是一年半以来贝莱德的拼多多持仓首次调整。\n在10月22日递交美国证监会SEC的文件中，贝莱德披露，其拼多多美股存托凭证（ADR）的持仓增至3,301万份，在拼多多ADR总量中持有比例达到2.4%。文件显示，因为9月30日的交易触发了此次持仓披露。\n据彭博汇总的数据测算，上述持仓变动意味着，贝莱德今年第三季度增持了730万份拼多多ADR，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3731212\">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":"BK4504","symbol_name":"桥水持仓","start_time":0,"source_url":"https://wallstreetcn.com/articles/3731212","article_id":"2477396592","we_media_id":null,"thumbnails":["https://wpimg-wscn.awtmt.com/content_default_2.jpg"],"rights":{"source":"wallstreetcn_hot_news","url":"https://wallstreetcn.com/articles/3731212","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2477396592","pubTimestamp":1729630551,"sourceInfo":{"source_id":"wallstreetcn_hot_news","name":"华尔街见闻"},"weMediaInfo":null,"summary":"拼多多美股周二一度涨超8%。最近中国政策利好期间，拼多多截至10月7日十个交易日大涨50%。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4504":"桥水持仓","BK4135":"资产管理与托管银行","IE00BDGV0183.EUR":"GUINNESS GLOBAL EQUITY INCOME \"C\" (EUR) 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quarter","themeId":"71e70402e19f751bf65cb2956cf5c65f","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PDD":1,"BLK":1,"L":0.6},"content_text":"最新披露的文件显示，资管巨头贝莱德三季度大举加仓拼多多美股，这是一年半以来贝莱德的拼多多持仓首次调整。\n在10月22日递交美国证监会SEC的文件中，贝莱德披露，其拼多多美股存托凭证（ADR）的持仓增至3,301万份，在拼多多ADR总量中持有比例达到2.4%。文件显示，因为9月30日的交易触发了此次持仓披露。\n据彭博汇总的数据测算，上述持仓变动意味着，贝莱德今年第三季度增持了730万份拼多多ADR，这一增持股份规模相当于，较二季度末的持仓股份数增长了28.4%，即加仓将近30%。\n这是2022年第四季度以来贝莱德对拼多多ADR持仓的首次变动。去年第一季度至今年第二季度，贝莱德的拼多多持仓一直维持于2571万份ADR不变。\n本周二早盘拼多多美股大涨，早盘刷新日高时日内涨8.3%，后回吐过半涨幅，势将连续第三个交易日收涨。\n今年8月底拼多多公布的二季度业绩依旧强劲增长，当季佣金收入同比大增2.3倍，推动营收同比增长86%，距离突破千亿大关近一步之遥，净利润同比增长1.4倍。但发布财报时，拼多多主动“砍了自己一刀”，警告公司做好牺牲短期利润的准备，未来几年不分红不回购。发布财报当天8月26日，拼多多美股一日大跌28.5%。\n不过，在最近中国政策利好的刺激下，拼多多为首的中概股大反弹。华尔街见闻上周提到，9月24日至10月7日十个交易日内，拼多多股价累涨约50%，成为中概股的领涨者之一。截至10月16日收盘，拼多多市值在财报大跌后回血了530亿美元（折合人民币约3774.4亿元）。\n事实上，在拼多多发布二季报后不久，高盛就在8月底的研报中表示坚定看好，对拼多多给予买入评级。报告写道：\n\n“我们对拼多多持买入评级，基于其广告技术能力（ROI基础营销工具）以及中国具有成本竞争力的供应商/商家/供应链，加上有利的风险回报，12个月基础目标价为184美元，较目前有84%上行空间，当前市值并未包括对Temu的估值。”\n风险提示及免责条款\n\n            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