加仓中国资产！华尔街传奇人物出手

东方财富网11-16 18:15

近日，美国证券交易委员会（SEC）网站披露的13F报告显示，华尔街知名基金经理、好莱坞电影《大空头》原型迈克尔·巴里（Michael Burry）在今年第三季度继续增持阿里巴巴和百度，对曾经大幅减持的京东也增加了持仓。此外，曾豪言“买入一切中国相关资产”的对冲基金传奇人物大卫·泰珀（David Tepper）也在三季度增持了拼多多和京东。“大空头”重仓中概股　　11月14日，全球知名对冲基金经理、...

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Wall Street legends take action","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TTTN":0.9,"JD":0.9,"FDN":0.9,"BABA":0.9,"BIDU":0.67,"09988":0.6,"09618":0.6},"content_text":"近日，美国证券交易委员会（SEC）网站披露的13F报告显示，华尔街知名基金经理、好莱坞电影《大空头》原型迈克尔·巴里（Michael Burry）在今年第三季度继续增持阿里巴巴和百度，对曾经大幅减持的京东也增加了持仓。此外，曾豪言“买入一切中国相关资产”的对冲基金传奇人物大卫·泰珀（David Tepper）也在三季度增持了拼多多和京东。“大空头”重仓中概股　　11月14日，全球知名对冲基金经理、好莱坞电影《大空头》原型迈克尔·巴里所管理的对冲基金Scion Asset Management递交了截至2024年9月30日的第三季度美股持仓报告。　　资料显示，2008年美国次贷危机前，迈克尔·巴里通过推演计算，成功预测了美国房地产泡沫。在几乎所有人对房地产无比乐观之际，他从2005年开始通过CDS信用违约互换做空了美国房地产市场，最终获利颇丰。　　最新的13F报告显示，截至今年三季度末，迈克尔·巴里所管理的对冲基金Scion Asset Management持仓总市值约为1.3亿美元，相较于二季度末约5250万美元的总市值显著增长。　　该基金在三季度增持了近30%的阿里巴巴股份，达到20万股，价值约为2100万美元；增持京东25万股至50万股；增持百度5万股至12.5万股。不过，该公司同时增加了这几只股票的看跌期权，以提供下行保护。　　事实上，迈克尔·巴里今年以来对中概股一直重仓押注。数据显示，今年一季度，他大量增持中国股票，将阿里巴巴的持股增加了一倍以上；第二季度他进一步增持，使阿里巴巴成为其第一重仓股。截至9月底，迈克尔·巴里对阿里巴巴、京东和百度的持仓市值为5400万美元，3只股票合计约占其总持仓的65%。华尔街机构加仓中国资产　　从13F文件披露的持仓情况来看，目前华尔街机构对阿里巴巴、拼多多等中国互联网龙头的看多情绪较为一致。　　除了迈克尔·巴里，总部设在新加坡的新兴对冲基金Keystone Investors Pte也在三季度大举买入在美上市的中概股及ETF。　　报告显示，三季度Keystone的新建头寸包括三大中概股ETF，其中iShares安硕中国大盘股ETF有1570份，KraneShares金瑞中证中国互联网ETF有6090份，德银X-trackers嘉实沪深300中国A股基金ETF有22.5万份。同时，Keystone三季度还建仓了阿里巴巴、向上融科、理想汽车、华住、百胜中国，增持拼多多、携程。　　曾豪言“买入一切中国相关资产”的对冲基金传奇人物大卫·泰珀旗下基金在三季度对拼多多增持超过一倍，同时增加了京东和贝壳的仓位。尽管大卫·泰珀三季度减持了约5%的阿里巴巴股票，但阿里巴巴仍是其头号重仓股，仓位占比达16%。总体而言，大卫·泰珀三季度对中国股票和ETF的投资均有所增加。　　今年9月，大卫·泰珀表示，他对中国资产采取了“全面买入”的策略，这一决定是基于中国国内加大刺激措施以及美联储降息50个基点的背景。大卫·泰珀称，中国市场的股票比美股便宜太多，且中国推出宽松政策的力度超预期，之前其已经全面购入了几乎所有中国大型科技股，接下来对中国股票的投资限额可能将翻倍。（文章来源：上海证券报）\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"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":"4.29.1","shortVersion":"4.29.1","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/2483592874"}