段永平、李录大动作，最新持仓曝光了

每日经济新闻11-17 11:12

每经编辑：毕陆名近日，被认为是由段永平掌管的H&H International Investment发布了最新的美股持仓，由于该基金被认为是由段永平掌管，其动向备受市场关注。截至三季度末，H&H基金共持有8只股票，期末持股市值为165亿美元。三季度，该基金对第一大重仓股苹果进行了一定程度的减持，减持达1120万股，持股数量从二季度末的6392万股降至5277万股，但期末持股市值仍然高达122.95...

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

爱赚钱的瓜子
11-17 14:37
爱赚钱的瓜子
段疯狗要割韭菜了

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2484572615?lang=zh_CN&edition=full","thumbnail":"https://inews.gtimg.com/news_ls/O1lsbsCkPZXMJ4JyFvvkPQkE4HwKxC58_-HEllS2P_YLsAA_294195/0","is_english":false,"pubTime":"2024-11-17 11:12","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2484572615","market":"hk","top_or_hot":-1,"title":"段永平、李录大动作，最新持仓曝光了","media":"每日经济新闻","content":"<div>\n<p>每经编辑：毕陆名近日，被认为是由段永平掌管的H&H International Investment发布了最新的美股持仓，由于该基金被认为是由段永平掌管，其动向备受市场关注。截至三季度末，H&H基金共持有8只股票，期末持股市值为165亿美元。三季度，该基金对第一大重仓股苹果进行了一定程度的减持，减持达1120万股，持股数量从二季度末的6392万股降至5277万股，但期末持股市值仍然高达122.95...</p>\n\n<a href=\"https://view.inews.qq.com/a/20241117A02X2Q00\">网页链接</a>\n\n</div>\n","source":"tencent_tech","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>段永平、李录大动作，最新持仓曝光了</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段永平、李录大动作，最新持仓曝光了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-17 11:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://view.inews.qq.com/a/20241117A02X2Q00><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>每经编辑：毕陆名近日，被认为是由段永平掌管的H&H International Investment发布了最新的美股持仓，由于该基金被认为是由段永平掌管，其动向备受市场关注。截至三季度末，H&H基金共持有8只股票，期末持股市值为165亿美元。三季度，该基金对第一大重仓股苹果进行了一定程度的减持，减持达1120万股，持股数量从二季度末的6392万股降至5277万股，但期末持股市值仍然高达122.95...</p>\n\n<a href=\"https://view.inews.qq.com/a/20241117A02X2Q00\">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":"LU1935042215.USD","symbol_name":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","start_time":0,"source_url":"https://view.inews.qq.com/a/20241117A02X2Q00","article_id":"2484572615","we_media_id":null,"thumbnails":["https://inews.gtimg.com/news_ls/O1lsbsCkPZXMJ4JyFvvkPQkE4HwKxC58_-HEllS2P_YLsAA_294195/0"],"rights":{"source":"tencent_tech","url":"https://view.inews.qq.com/a/20241117A02X2Q00","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.title{#titleStyle#}a{#lv2TextColor#}.author, .pubtime{#sourceStyle#; display: inline-block;} .pubtime{margin-left: 3px;}strong{font-weight:500;#lv2TextColor#}","selectors":".main-wrapper","filters":".follow_top, .channel-entry, .collapseWrapper, .pic, .gap, .showDividingLine, .loader, .container, .ct-sumary, .nav, .landad, .hairline-top, .footer, .recommend-modules, .headroom-wrapper, .elevator","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2484572615","pubTimestamp":1731813151,"sourceInfo":{"source_id":"tencent_tech","name":"腾讯科技"},"weMediaInfo":null,"summary":"每经编辑：毕陆名近日，被认为是由段永平掌管的H&amp;H International Investment发布了最新的美股持仓，由于该基金被认为是由段永平掌管，其动向备受市场关注。截至三季度末，H&amp;H基金共持有8只股票，期末持股市值为165亿美元。三季度，该基金对第一大重仓股苹果进行了一定程度的减持，减持达1120万股，持股数量从二季...","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0072462426.USD":"贝莱德全球配置 A2","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","AAPL":"苹果","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4532":"文艺复兴科技持仓","BK4592":"伊斯兰概念","BK4553":"喜马拉雅资本持仓","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BRK.A":"伯克希尔","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","BRK.B":"伯克希尔B","SG9999014906.USD":"大华全球优质成长基金Acc USD","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","BK4588":"碎股","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","BK4581":"高盛持仓"},"translate_title":"Duan Yongping and Li Lu made big moves, and their latest positions were exposed","themeId":"ce5567d20a4d8bb797309ef1238378e1","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":0.9,"BRK.B":0.9,"BRK.A":0.76},"content_text":"每经编辑：毕陆名近日，被认为是由段永平掌管的H&H International Investment发布了最新的美股持仓，由于该基金被认为是由段永平掌管，其动向备受市场关注。截至三季度末，H&H基金共持有8只股票，期末持股市值为165亿美元。三季度，该基金对第一大重仓股苹果进行了一定程度的减持，减持达1120万股，持股数量从二季度末的6392万股降至5277万股，但期末持股市值仍然高达122.95亿美元，仓位权重则从80.95%降至74.33%。值得注意的是，H&H基金三季度最大的动作是大幅加仓拼多多，增持380万股，仓位变动高达36倍，期末持股市值增至5.27亿美元，成为该基金的第五大重仓股。H&H基金还增持了不少西方石油，持股数量从二季度末的154万股增至922万股，期末持股市值升至4.75亿美元。此外，H&H基金在三季度还小幅减持了伯克希尔、阿里巴巴，仓位变动分别为降低3%、13.69%，清仓美国银行。截至三季度末，H&H基金的前五大重仓股分别是苹果、伯克希尔、谷歌、阿里巴巴、拼多多，期末持股市值分别是122.95亿美元、17.41亿美元、8.47亿美元、5.78亿美元、5.27亿美元。北京时间11月15日，知名华人投资家李录掌管的喜马拉雅资本向美国SEC提交了三季度的持仓报告，最新美股持仓为24.7亿美元，较上季度末减少近1亿美元。李录在三季度大幅减持了苹果的股票，共减持44.19万股，减持幅度达58.18%，目前仍持有31.77万股，期末持股市值降至7400万美元，这与巴菲特卖出苹果的操作不谋而合。值得注意的是，李录在三季度还新建仓了一只叫做SOC（Sable Offshore）的股票，这家公司的总市值仅18.37亿美元，目前是亏损状态，不过该股票今年以来股价暴涨了97.45%。李录买入134.3万股，期末持股市值为3173万美元。资料显示，Sable Offshore Corp是一家位于休斯顿的独立上游公司，专注于负责开发加州近海联邦水域多产的圣伊内斯油田。买入仍在亏损的油田，或是李录押注该公司将迎来业绩拐点。截至三季度末，李录的组合中共有8只股票，分别为美国银行、谷歌C、谷歌A、伯克希尔、华美、西方石油、苹果、SOC，期末持股市值分别为7.17亿美元、5.08亿美元、4.22亿美元、4.13亿美元、2.3亿美元、7558万美元、7402万美元、3173万美元。据中国证券报报道，近期，外资对中国资产的讨论热度持续提升。正如柏基投资10月份发表的投资观点：“任何投资者都不应忽视中国。”关于对中国投资机会的看法，柏基合伙人、旗舰策略全球阿尔法的基金经理Helen Xiong认为：“中国正在从房地产主导型经济向先进制造业经济转型。这种转型期并不总是平稳的，但中国以前经历过很多次。”高盛研究部的首席中国股票策略师刘劲津表示，历史分析表明，这次反弹可能还有潜力，因为当中国股市出现20%的涨幅时，该涨势通常会持续数个月。他还认为，中国股票价格仍然相当合理，估值只是回升至历史平均水平。截至美国时间11月15日，多数美股机构投资者已经完成了第三季度持仓数据（13F）的披露。利好信号随之显现，中国资产得到了海外资金更多追捧。曾豪言“买入一切中国资产”的华尔街对冲基金大佬David Tepper、索罗斯基金、拥有百年历史的资管机构柏基投资、橡树资本、《大空头》原型迈克尔·伯瑞（Michael Burry），还有知名私募高瓴、高毅等，都在截至三季度末的持仓中提高了中概股仓位。每日经济新闻综合中国证券报、公开信息免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。每日经济新闻查看原图 294K","kind":null,"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":0},"commentList":[{"id":371984119267400,"gmtCreate":1731825464812,"gmtModify":1731828800337,"author":{"id":"3469825833798402","authorId":"3469825833798402","name":"爱赚钱的瓜子","avatar":"https://static.tigerbbs.com/a25f9dd9f0e446d3efad0c87609406f2","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3469825833798402","idStr":"3469825833798402"},"htmlText":"段疯狗要割韭菜了","listText":"段疯狗要割韭菜了","text":"段疯狗要割韭菜了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371984119267400","repostId":2484572615,"repostType":2,"repost":{"id":"2484572615","pubTimestamp":1731813151,"share":"https://www.laohu8.com/m/news/2484572615?lang=&edition=full","pubTime":"2024-11-17 11:12","market":"hk","language":"zh","title":"段永平、李录大动作，最新持仓曝光了","url":"https://stock-news.laohu8.com/highlight/detail?id=2484572615","media":"每日经济新闻","summary":"每经编辑：毕陆名近日，被认为是由段永平掌管的H&amp;H International Investment发布了最新的美股持仓，由于该基金被认为是由段永平掌管，其动向备受市场关注。截至三季度末，H&amp;H基金共持有8只股票，期末持股市值为165亿美元。三季度，该基金对第一大重仓股苹果进行了一定程度的减持，减持达1120万股，持股数量从二季...","content":"<div>\n<p>每经编辑：毕陆名近日，被认为是由段永平掌管的H&H International Investment发布了最新的美股持仓，由于该基金被认为是由段永平掌管，其动向备受市场关注。截至三季度末，H&H基金共持有8只股票，期末持股市值为165亿美元。三季度，该基金对第一大重仓股苹果进行了一定程度的减持，减持达1120万股，持股数量从二季度末的6392万股降至5277万股，但期末持股市值仍然高达122.95...</p>\n\n<a href=\"https://view.inews.qq.com/a/20241117A02X2Q00\">Web Link</a>\n\n</div>\n","source":"tencent_tech","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\" content=\"telephone=no,email=no,address=no\" />\n<title>段永平、李录大动作，最新持仓曝光了</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段永平、李录大动作，最新持仓曝光了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-17 11:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://view.inews.qq.com/a/20241117A02X2Q00><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>每经编辑：毕陆名近日，被认为是由段永平掌管的H&H International Investment发布了最新的美股持仓，由于该基金被认为是由段永平掌管，其动向备受市场关注。截至三季度末，H&H基金共持有8只股票，期末持股市值为165亿美元。三季度，该基金对第一大重仓股苹果进行了一定程度的减持，减持达1120万股，持股数量从二季度末的6392万股降至5277万股，但期末持股市值仍然高达122.95...</p>\n\n<a href=\"https://view.inews.qq.com/a/20241117A02X2Q00\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://inews.gtimg.com/news_ls/O1lsbsCkPZXMJ4JyFvvkPQkE4HwKxC58_-HEllS2P_YLsAA_294195/0","relate_stocks":{"LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0072462426.USD":"贝莱德全球配置 A2","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","AAPL":"苹果","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4532":"文艺复兴科技持仓","BK4592":"伊斯兰概念","BK4553":"喜马拉雅资本持仓","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BRK.A":"伯克希尔","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","BRK.B":"伯克希尔B","SG9999014906.USD":"大华全球优质成长基金Acc USD","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","BK4588":"碎股","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","BK4581":"高盛持仓"},"source_url":"https://view.inews.qq.com/a/20241117A02X2Q00","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2484572615","content_text":"每经编辑：毕陆名近日，被认为是由段永平掌管的H&H International Investment发布了最新的美股持仓，由于该基金被认为是由段永平掌管，其动向备受市场关注。截至三季度末，H&H基金共持有8只股票，期末持股市值为165亿美元。三季度，该基金对第一大重仓股苹果进行了一定程度的减持，减持达1120万股，持股数量从二季度末的6392万股降至5277万股，但期末持股市值仍然高达122.95亿美元，仓位权重则从80.95%降至74.33%。值得注意的是，H&H基金三季度最大的动作是大幅加仓拼多多，增持380万股，仓位变动高达36倍，期末持股市值增至5.27亿美元，成为该基金的第五大重仓股。H&H基金还增持了不少西方石油，持股数量从二季度末的154万股增至922万股，期末持股市值升至4.75亿美元。此外，H&H基金在三季度还小幅减持了伯克希尔、阿里巴巴，仓位变动分别为降低3%、13.69%，清仓美国银行。截至三季度末，H&H基金的前五大重仓股分别是苹果、伯克希尔、谷歌、阿里巴巴、拼多多，期末持股市值分别是122.95亿美元、17.41亿美元、8.47亿美元、5.78亿美元、5.27亿美元。北京时间11月15日，知名华人投资家李录掌管的喜马拉雅资本向美国SEC提交了三季度的持仓报告，最新美股持仓为24.7亿美元，较上季度末减少近1亿美元。李录在三季度大幅减持了苹果的股票，共减持44.19万股，减持幅度达58.18%，目前仍持有31.77万股，期末持股市值降至7400万美元，这与巴菲特卖出苹果的操作不谋而合。值得注意的是，李录在三季度还新建仓了一只叫做SOC（Sable Offshore）的股票，这家公司的总市值仅18.37亿美元，目前是亏损状态，不过该股票今年以来股价暴涨了97.45%。李录买入134.3万股，期末持股市值为3173万美元。资料显示，Sable Offshore Corp是一家位于休斯顿的独立上游公司，专注于负责开发加州近海联邦水域多产的圣伊内斯油田。买入仍在亏损的油田，或是李录押注该公司将迎来业绩拐点。截至三季度末，李录的组合中共有8只股票，分别为美国银行、谷歌C、谷歌A、伯克希尔、华美、西方石油、苹果、SOC，期末持股市值分别为7.17亿美元、5.08亿美元、4.22亿美元、4.13亿美元、2.3亿美元、7558万美元、7402万美元、3173万美元。据中国证券报报道，近期，外资对中国资产的讨论热度持续提升。正如柏基投资10月份发表的投资观点：“任何投资者都不应忽视中国。”关于对中国投资机会的看法，柏基合伙人、旗舰策略全球阿尔法的基金经理Helen Xiong认为：“中国正在从房地产主导型经济向先进制造业经济转型。这种转型期并不总是平稳的，但中国以前经历过很多次。”高盛研究部的首席中国股票策略师刘劲津表示，历史分析表明，这次反弹可能还有潜力，因为当中国股市出现20%的涨幅时，该涨势通常会持续数个月。他还认为，中国股票价格仍然相当合理，估值只是回升至历史平均水平。截至美国时间11月15日，多数美股机构投资者已经完成了第三季度持仓数据（13F）的披露。利好信号随之显现，中国资产得到了海外资金更多追捧。曾豪言“买入一切中国资产”的华尔街对冲基金大佬David Tepper、索罗斯基金、拥有百年历史的资管机构柏基投资、橡树资本、《大空头》原型迈克尔·伯瑞（Michael Burry），还有知名私募高瓴、高毅等，都在截至三季度末的持仓中提高了中概股仓位。每日经济新闻综合中国证券报、公开信息免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。每日经济新闻查看原图 294K","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"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/2484572615"}