昕羽
2021-05-18
买回蔚来和小鹏,就是没买回理想,看来高瓴也不看好理想
[捂脸]
高瓴资本Q1美股持仓曝光:市值缩水19%,又买回蔚来小鹏
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符小翼
2021-05-18
符小翼
理想的方案本身就属于过度。也有点脱裤子放屁的意思
什么也没有了~
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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高瓴资本Q1美股持仓曝光:市值缩水19%,又买回蔚来小鹏\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-18 16:03 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202105181604147dd7d694&s=b><strong>市界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间5月18日凌晨,高瓴资本在美国证监会(SEC)公布了美股最新持仓情况。据数据显示,截至3月31日,高瓴资本共计持有91家美股上市公司,持仓市值为101.2亿美元,折合人民币651.6亿元。从持仓市值来看,今年一季度较去年年底呈现缩减态势,缩减幅度为19%,去年年底为125亿美元。从前十大重仓股来看,高瓴最新披露的前十大重仓股合计市值为67.02亿美元,占总持仓比例66.2%。对比去年四季度...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202105181604147dd7d694&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/890dd2dfb205aa8aa1d140672304b3c8","relate_stocks":{"XPEV":"小鹏汽车","NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202105181604147dd7d694&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2136969518","content_text":"北京时间5月18日凌晨,高瓴资本在美国证监会(SEC)公布了美股最新持仓情况。据数据显示,截至3月31日,高瓴资本共计持有91家美股上市公司,持仓市值为101.2亿美元,折合人民币651.6亿元。从持仓市值来看,今年一季度较去年年底呈现缩减态势,缩减幅度为19%,去年年底为125亿美元。从前十大重仓股来看,高瓴最新披露的前十大重仓股合计市值为67.02亿美元,占总持仓比例66.2%。对比去年四季度和三季度的80.9亿美元和96.5亿美元,分别占当期的65%和73%。今年一季度,因拼多多和百济神州股价表现差异,在高瓴资本的重仓股中,拼多多和百济神州的位次发生对调。拼多多退居第二大重仓股,百济神州荣登榜首,持仓市值较去年底的18.18亿美元上升至19.05亿美元。此外,一季度B站跌出高瓴资本的前十大重仓股,目前的持股数量为199.8万股,而去年末持股数量为403.5万股;天境生物则以3.2亿美元成为第十大重仓股。除了B站外,高瓴资本同期清仓了教育类中概股好未来和一起教育,上述减持的公司股价曾一度攀升。B站去年四季度股价翻倍,好未来今年前两个月股价一度上涨27%,创下股价新高。高瓴资本的此项操作,或许为高位减持套现。去年四季度,高瓴清仓了理想汽车、小鹏汽车和蔚来汽车。截至2020年底,理想汽车、小鹏汽车、蔚来三家公司的股价相对于三季度末,涨幅分别高达66%、113%和130%。由于高瓴在PE阶段进入小鹏,IPO发行时认购了理想汽车,本次清仓,高瓴获利颇丰。值得关注的是,今年一季度,高瓴悄悄地将蔚来汽车和小鹏汽车买了回来,最新持股数量分别为12.7万股和65.9万股。对此,高瓴解释称:今年一季度,新能源车股价调整,连续阴跌、甚至腰斩,旗下二级市场团队对新能源车进行新一轮建仓。从高瓴资本的相关操作看,其对新能源领域还是非常看好的,在股价泡沫进一步挤压之后,再次入局不失为聪明的选择。总体来看,一季度高瓴资本增持和新进的中概股共有11家,包括贝壳、华住酒店和网易等公司。(作者」市界 王妍,编辑|朗朗)","news_type":1},"isVote":1,"tweetType":1,"viewCount":1779,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["XPEV","NIO"],"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":56,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":4366425,"commentId":"4366425","gmtCreate":1621335052015,"gmtModify":1621336067274,"authorId":3437864145546723,"author":{"id":3437864145546723,"idStr":"3437864145546723","authorId":3437864145546723,"name":"符小翼","avatar":"https://static.tigerbbs.com/16804d4c3ddbce810773481c2a5b3d01","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.54%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"hat":"https://static.tigerbbs.com/d30fc324d24ff33075e053005564f0df","crmLevel":6,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":194937303,"objectIdStr":"194937303","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"理想的方案本身就属于过度。也有点脱裤子放屁的意思","text":"理想的方案本身就属于过度。也有点脱裤子放屁的意思","html":"理想的方案本身就属于过度。也有点脱裤子放屁的意思","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/194937303"}
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