自由度
2018-02-15
这篇文章不错，转发给大家看
@孟浩：
索罗斯三季度看多能源与汽车，清仓SNAP，减仓阿里巴巴、FB
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SC', 'Hiragino Sans GB', 'Source Han Sans CN', 'Source Han Sans SC', 'Microsoft YaHei', 'Wenquanyi Micro Hei', 'WenQuanYi Zen Hei', 'ST Heiti', SimHei, 'WenQuanYi Zen Hei Sharp', sans-serif;\"><img src=\"https://static.laohu8.com/8c869270bd8ad2b1ac01add061543077\"></span></p> <p><span style=\"color: #333333; font-family: 'Helvetica Neue', Helvetica, 'Nimbus Sans L', Arial, 'Liberation Sans', 'PingFang SC', 'Hiragino Sans GB', 'Source Han Sans CN', 'Source Han Sans SC', 'Microsoft YaHei', 'Wenquanyi Micro Hei', 'WenQuanYi Zen Hei', 'ST Heiti', SimHei, 'WenQuanYi Zen Hei Sharp', sans-serif;\">摘要：根据美国证监会13F（机构持仓信息披露）文件，截止2017年9月30日的2017年第3季度中，索罗斯加仓ALTABA（前身为雅虎），等科技公司，清仓FB、苹果、SNAP等 #美股要崩盘了吗# #大佬都买啥#</span></p> <p><strong>从板块来说</strong></p> <p>索罗斯3季度主要押注信息技术、能源、必须消费与非必须消费品板块、减持金融、医疗保健等板块。</p> <p><span style=\"color: #333333; font-family: 'Helvetica Neue', Helvetica, 'Nimbus Sans L', Arial, 'Liberation Sans', 'PingFang SC', 'Hiragino Sans GB', 'Source Han Sans CN', 'Source Han Sans SC', 'Microsoft YaHei', 'Wenquanyi Micro Hei', 'WenQuanYi Zen Hei', 'ST Heiti', SimHei, 'WenQuanYi Zen Hei Sharp', sans-serif;\"><img src=\"https://static.laohu8.com/7bf68c8cd1098dd83ce698e86c443d6a\"></span></p> <p><strong>从ETF来看</strong></p> <ul> \n <li>清仓$(XLE)$追踪标普能源板块指数的ETF 117，300股</li> \n <li>清仓$(EMB)$追踪新兴市场债券ETF 87,000股</li> \n <li>加仓$(IBB)$追踪纳斯达克生物医疗指数ETF 600股</li> \n <li>加仓$(SPY)$追踪标普500指数ETF，索罗斯加仓16，800股。</li> \n <li>建仓 $(OIH)$ 石油服务ETF 204，000股，该ETF追踪在美上市的25家大型油服</li> \n</ul> <p><img src=\"https://static.laohu8.com/bfaef2b7c00844d9ffa7b7f4151f5e16\"></p> <p><strong>从个股来说</strong></p> <p><strong>索罗斯三季度加仓/ 建仓</strong></p> <ul> \n <li>索罗斯看多能源股，索罗斯建仓200万股总部位于达拉斯的石油天然气开发商邓波瑞资源$(DNR)$；索罗斯建仓121万股加拿大的石油公司CVE能源 $(CVE)$；索罗斯加仓85万股从Occidental公司分离出的专注石油天然气勘探生产公司加利福尼亚能源$(CRC)$；，索罗斯加仓60万股EQT综合能源公司$(EQT)$</li> \n <li>看多汽车股，索罗斯建仓73万股菲亚特克莱斯勒 $(FCAU)$；索罗斯加仓32万股$(CARS)$二手车交易平台，；索罗斯建仓18万股通用汽车$(GM)$，索罗斯建仓10万股汽车之家 $(ATHM)$,</li> \n <li>Gridesum $(GSUM)$提供数据分析软件的领先供应商，索罗斯建仓184万股</li> \n <li>$(VIAV)$电信服务供应商，索罗斯建仓146万股</li> \n <li>$(SEDG)$太阳能光电系统管理和智能优化，索罗斯建仓74万股</li> \n <li>康宝浓汤$(CPB)$ 罐头汤生产商，索罗斯建仓57万股</li> \n <li>糖果公司亿滋$(MDLZ)$，索罗斯加仓37万股</li> \n <li>卡夫亨氏$(KHC)$，索罗斯加仓22万股</li> \n <li>加仓雅虎$(AABA)$，索罗斯加仓25万股</li> \n <li>时代华纳$(TWX)$ ，索罗斯加仓42万股</li> \n <li>暴雪$(ATVI)$，索罗斯加仓65100股</li> \n <li>微软$(MSFT)$，索罗斯加仓99000股微软</li> \n</ul> <p><strong><img src=\"https://static.laohu8.com/fdbd37f7a3ac45ae40f28f03e524f118\"></strong></p> <p><img src=\"https://static.laohu8.com/214e28359522bedf4dcd0911e9a6ee1c\"></p> <p><strong>索罗斯三季度减仓/ 清仓</strong></p> <ul> \n <li>$(SNAP)$， 索罗斯清仓155万股</li> \n <li>PAYPAL $(PYPL)$,索罗斯减仓42万股</li> \n <li>Facebook $(FB)$，索罗斯减仓36万股。</li> \n <li>加拿大鹅$(GOOS)$，索罗斯清仓12万股</li> \n <li>阿里巴巴 $(BABA)$，索罗斯减仓11万股</li> \n <li>房地产商TOLL BROTHER $(TOL)$，索罗斯减仓10万股</li> \n <li>游戏公司GLU移动$(GLUU)$，索罗斯清仓7万股。</li> \n</ul> <p><strong><img src=\"https://static.laohu8.com/6cba2e954405485a1087124c3baf8a57\"></strong></p></body></html>","htmlText":"<html><head></head><body><p><span style=\"color: #333333; font-family: 'Helvetica Neue', Helvetica, 'Nimbus Sans L', Arial, 'Liberation Sans', 'PingFang SC', 'Hiragino Sans GB', 'Source Han Sans CN', 'Source Han Sans SC', 'Microsoft YaHei', 'Wenquanyi Micro Hei', 'WenQuanYi Zen Hei', 'ST Heiti', SimHei, 'WenQuanYi Zen Hei Sharp', sans-serif;\"><img src=\"https://static.laohu8.com/8c869270bd8ad2b1ac01add061543077\"></span></p> <p><span style=\"color: #333333; font-family: 'Helvetica Neue', Helvetica, 'Nimbus Sans L', Arial, 'Liberation Sans', 'PingFang SC', 'Hiragino Sans GB', 'Source Han Sans CN', 'Source Han Sans SC', 'Microsoft YaHei', 'Wenquanyi Micro Hei', 'WenQuanYi Zen Hei', 'ST Heiti', SimHei, 'WenQuanYi Zen Hei Sharp', sans-serif;\">摘要：根据美国证监会13F（机构持仓信息披露）文件，截止2017年9月30日的2017年第3季度中，索罗斯加仓ALTABA（前身为雅虎），等科技公司，清仓FB、苹果、SNAP等 #美股要崩盘了吗# #大佬都买啥#</span></p> <p><strong>从板块来说</strong></p> <p>索罗斯3季度主要押注信息技术、能源、必须消费与非必须消费品板块、减持金融、医疗保健等板块。</p> <p><span style=\"color: #333333; font-family: 'Helvetica Neue', Helvetica, 'Nimbus Sans L', Arial, 'Liberation Sans', 'PingFang SC', 'Hiragino Sans GB', 'Source Han Sans CN', 'Source Han Sans SC', 'Microsoft YaHei', 'Wenquanyi Micro Hei', 'WenQuanYi Zen Hei', 'ST Heiti', SimHei, 'WenQuanYi Zen Hei Sharp', sans-serif;\"><img src=\"https://static.laohu8.com/7bf68c8cd1098dd83ce698e86c443d6a\"></span></p> <p><strong>从ETF来看</strong></p> <ul> \n <li>清仓$(XLE)$追踪标普能源板块指数的ETF 117，300股</li> \n <li>清仓$(EMB)$追踪新兴市场债券ETF 87,000股</li> \n <li>加仓$(IBB)$追踪纳斯达克生物医疗指数ETF 600股</li> \n <li>加仓$(SPY)$追踪标普500指数ETF，索罗斯加仓16，800股。</li> \n <li>建仓 $(OIH)$ 石油服务ETF 204，000股，该ETF追踪在美上市的25家大型油服</li> \n</ul> <p><img src=\"https://static.laohu8.com/bfaef2b7c00844d9ffa7b7f4151f5e16\"></p> <p><strong>从个股来说</strong></p> <p><strong>索罗斯三季度加仓/ 建仓</strong></p> <ul> \n <li>索罗斯看多能源股，索罗斯建仓200万股总部位于达拉斯的石油天然气开发商邓波瑞资源$(DNR)$；索罗斯建仓121万股加拿大的石油公司CVE能源 $(CVE)$；索罗斯加仓85万股从Occidental公司分离出的专注石油天然气勘探生产公司加利福尼亚能源$(CRC)$；，索罗斯加仓60万股EQT综合能源公司$(EQT)$</li> \n <li>看多汽车股，索罗斯建仓73万股菲亚特克莱斯勒 $(FCAU)$；索罗斯加仓32万股$(CARS)$二手车交易平台，；索罗斯建仓18万股通用汽车$(GM)$，索罗斯建仓10万股汽车之家 $(ATHM)$,</li> \n <li>Gridesum $(GSUM)$提供数据分析软件的领先供应商，索罗斯建仓184万股</li> \n <li>$(VIAV)$电信服务供应商，索罗斯建仓146万股</li> \n <li>$(SEDG)$太阳能光电系统管理和智能优化，索罗斯建仓74万股</li> \n <li>康宝浓汤$(CPB)$ 罐头汤生产商，索罗斯建仓57万股</li> \n <li>糖果公司亿滋$(MDLZ)$，索罗斯加仓37万股</li> \n <li>卡夫亨氏$(KHC)$，索罗斯加仓22万股</li> \n <li>加仓雅虎$(AABA)$，索罗斯加仓25万股</li> \n <li>时代华纳$(TWX)$ ，索罗斯加仓42万股</li> \n <li>暴雪$(ATVI)$，索罗斯加仓65100股</li> \n <li>微软$(MSFT)$，索罗斯加仓99000股微软</li> \n</ul> <p><strong><img src=\"https://static.laohu8.com/fdbd37f7a3ac45ae40f28f03e524f118\"></strong></p> <p><img src=\"https://static.laohu8.com/214e28359522bedf4dcd0911e9a6ee1c\"></p> <p><strong>索罗斯三季度减仓/ 清仓</strong></p> <ul> \n <li>$(SNAP)$， 索罗斯清仓155万股</li> \n <li>PAYPAL $(PYPL)$,索罗斯减仓42万股</li> \n <li>Facebook $(FB)$，索罗斯减仓36万股。</li> \n <li>加拿大鹅$(GOOS)$，索罗斯清仓12万股</li> \n <li>阿里巴巴 $(BABA)$，索罗斯减仓11万股</li> \n <li>房地产商TOLL BROTHER $(TOL)$，索罗斯减仓10万股</li> \n <li>游戏公司GLU移动$(GLUU)$，索罗斯清仓7万股。</li> \n</ul> <p><strong><img src=\"https://static.laohu8.com/6cba2e954405485a1087124c3baf8a57\"></strong></p></body></html>","text":"摘要：根据美国证监会13F（机构持仓信息披露）文件，截止2017年9月30日的2017年第3季度中，索罗斯加仓ALTABA（前身为雅虎），等科技公司，清仓FB、苹果、SNAP等 #美股要崩盘了吗# #大佬都买啥# 从板块来说 索罗斯3季度主要押注信息技术、能源、必须消费与非必须消费品板块、减持金融、医疗保健等板块。 从ETF来看 清仓$(XLE)$追踪标普能源板块指数的ETF 117，300股 清仓$(EMB)$追踪新兴市场债券ETF 87,000股 加仓$(IBB)$追踪纳斯达克生物医疗指数ETF 600股 加仓$(SPY)$追踪标普500指数ETF，索罗斯加仓16，800股。 建仓 $(OIH)$ 石油服务ETF 204，000股，该ETF追踪在美上市的25家大型油服 从个股来说 索罗斯三季度加仓/ 建仓 索罗斯看多能源股，索罗斯建仓200万股总部位于达拉斯的石油天然气开发商邓波瑞资源$(DNR)$；索罗斯建仓121万股加拿大的石油公司CVE能源 $(CVE)$；索罗斯加仓85万股从Occidental公司分离出的专注石油天然气勘探生产公司加利福尼亚能源$(CRC)$；，索罗斯加仓60万股EQT综合能源公司$(EQT)$ 看多汽车股，索罗斯建仓73万股菲亚特克莱斯勒 $(FCAU)$；索罗斯加仓32万股$(CARS)$二手车交易平台，；索罗斯建仓18万股通用汽车$(GM)$，索罗斯建仓10万股汽车之家 $(ATHM)$, Gridesum $(GSUM)$提供数据分析软件的领先供应商，索罗斯建仓184万股 $(VIAV)$电信服务供应商，索罗斯建仓146万股 $(SEDG)$太阳能光电系统管理和智能优化，索罗斯建仓74万股 康宝浓汤$(CPB)$ 罐头汤生产商，索罗斯建仓57万股 糖果公司亿滋$(MDLZ)$，索罗斯加仓37万股 卡夫亨氏$(KHC)$，索罗斯加仓22万股 加仓雅虎$(AABA)$，索罗斯加仓25万股 时代华纳$(TWX)$ ，索罗斯加仓42万股 暴雪$(ATVI)$，索罗斯加仓65100股 微软$(MSFT)$，索罗斯加仓99000股微软 索罗斯三季度减仓/ 清仓 $(SNAP)$， 索罗斯清仓155万股 PAYPAL $(PYPL)$,索罗斯减仓42万股 Facebook $(FB)$，索罗斯减仓36万股。 加拿大鹅$(GOOS)$，索罗斯清仓12万股 阿里巴巴 $(BABA)$，索罗斯减仓11万股 房地产商TOLL BROTHER $(TOL)$，索罗斯减仓10万股 游戏公司GLU移动$(GLUU)$，索罗斯清仓7万股。","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/118492","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["CVE","XLE","CRC","STLA","DNR","EQT","EMB","IBB","SPY","OIH"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1607,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":558,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":25,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/160297"}
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