做个小瑞银吧。_老虎社区_美港股上老虎

2023-08-15

做个小瑞银吧。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":209003600220384,"tweetId":"209003600220384","gmtCreate":1692049783364,"gmtModify":1692049866862,"author":{"id":3482991399790608,"idStr":"3482991399790608","authorId":3482991399790608,"authorIdStr":"3482991399790608","name":"钱景","avatar":"https://static.tigerbbs.com/56e3fba2aa9da268f98c87de09e01843","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>做个小瑞银吧。</p></body></html>","htmlText":"<html><head></head><body><p>做个小瑞银吧。</p></body></html>","text":"做个小瑞银吧。","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/209003600220384","repostId":2359885105,"repostType":2,"repost":{"id":"2359885105","kind":"highlight","pubTimestamp":1692005419,"share":"https://www.laohu8.com/m/news/2359885105?lang=&edition=full","pubTime":"2023-08-14 17:30","market":"sh","language":"zh","title":"瑞银Q2加仓亚马逊、英伟达等，连续两季度减持微软、苹果","url":"https://stock-news.laohu8.com/highlight/detail?id=2359885105","media":"智通财经网","summary":"根据美国证券交易委员会披露，瑞银递交了截至2023年6月30日的第二季度持仓报告。据统计，瑞银第二季度持仓总市值达2961.45亿美元，上一季度总市值为2736.43亿美元，环比增长8.2%。瑞银在第二季度的持仓组合中新增了955只个股，增持了4008只个股。同时，瑞银还减持了3495只个股，清仓了1653只个股。$苹果$位列第二，持仓约3883.16万股，持仓市值约为75.32亿美元，占投资组合比例为2.54%，持仓数量较上季度下降2%，同样为连续第二个季度减持。","content":"<html><head></head><body><p>根据美国证券交易委员会(SEC)披露，瑞银递交了截至2023年6月30日的第二季度持仓报告(13F)。</p><p>据统计，瑞银第二季度持仓总市值达2961.45亿美元，上一季度总市值为2736.43亿美元，环比增长8.2%。瑞银在第二季度的持仓组合中新增了955只个股，增持了4008只个股。同时，瑞银还减持了3495只个股，清仓了1653只个股。其中前十大持仓标的占总市值的14.04%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/968dc8704e79cf049f3d6f333f11dee5\" tg-width=\"595\" tg-height=\"286\"/></p><p>在前五大重仓股中，<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)位列第一，持仓2294.75万股，持仓市值约为78.15亿美元，占投资组合比例为2.64%，持仓数量较上季度下降7%，连续第二个季度减持。</p><p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL.US)位列第二，持仓约3883.16万股，持仓市值约为75.32亿美元，占投资组合比例为2.54%，持仓数量较上季度下降2%，同样为连续第二个季度减持。</p><p><a href=\"https://laohu8.com/S/IVV\">标普500指数ETF</a>看跌期权(SPY.US,PUT)位列第三，持仓1331.47万股，持仓市值约为59.02亿美元，占投资组合比例为1.99%，持仓数量较上季度下降31%。</p><p>标普500指数ETF(SPY.US)位列第四，持仓约813.31万股，持仓市值约为36.05亿美元，占投资组合比例为1.22%，持仓数量较上季度下降15%。</p><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)位列第五，持仓约2655.63万股，持仓市值约为34.62亿美元，占投资组合比例为1.17%，持仓数量与上季度增加10%。</p><p>另外，瑞银在第二季度还增持了<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)、Alphabet(GOOGL.US)、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)和<a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC.US)等科技股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a227888555ce003cb8840a36a7829d97\" tg-width=\"1013\" tg-height=\"351\"/></p><p>从持仓比例变化来看，前五大买入标的分别是：工业指数ETF-SPDR看跌期权(XLI.US,PUT)、拉美电商巨头<a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a>看涨期权(MELI.US,CALL)、英伟达、<a href=\"https://laohu8.com/S/EEMA\">iShares</a><a href=\"https://laohu8.com/S/IWM\">罗素2000指数ETF</a>看涨期权(IWM.US,CALL)、工业指数ETF-SPDR看涨期权(XLI.US,CALL)。</p><p>前五大卖出标的分别是：瑞银、标普500指数ETF看跌期权、<a href=\"https://laohu8.com/S/QQQ\">纳指100ETF</a>-Invesco QQQ Trust看跌期权(QQQ.US,PUT)、标普500指数ETF、标普500指数ETF看涨期权(SPY.US,CALL)。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb9fb1057a7e6a584fbb46bb598b3607\" tg-width=\"785\" tg-height=\"304\"/></p></body></html>","source":"highlight_zhitongcaijin","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>瑞银Q2加仓亚马逊、英伟达等，连续两季度减持微软、苹果</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瑞银Q2加仓亚马逊、英伟达等，连续两季度减持微软、苹果\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-14 17:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/974990.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>根据美国证券交易委员会(SEC)披露，瑞银递交了截至2023年6月30日的第二季度持仓报告(13F)。据统计，瑞银第二季度持仓总市值达2961.45亿美元，上一季度总市值为2736.43亿美元，环比增长8.2%。瑞银在第二季度的持仓组合中新增了955只个股，增持了4008只个股。同时，瑞银还减持了3495只个股，清仓了1653只个股。其中前十大持仓标的占总市值的14.04%。在前五大重仓股中，微软...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/974990.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"BK4524":"宅经济概念","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","BK4577":"网络游戏","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0238689110.USD":"贝莱德环球动力股票基金","BK4527":"明星科技股","BK4559":"巴菲特持仓","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0072462426.USD":"贝莱德全球配置 A2","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4579":"人工智能","BK4550":"红杉资本持仓","LU0056508442.USD":"贝莱德世界科技基金A2","MSFT":"微软","BK4574":"无人驾驶","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","BK4573":"虚拟现实","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4581":"高盛持仓","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","AMZN":"亚马逊","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4529":"IDC概念","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4528":"SaaS概念","BK4516":"特朗普概念","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4515":"5G概念","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4571":"数字音乐概念","BK4567":"ESG概念","NVDA":"英伟达","AAPL":"苹果","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4576":"AR","BK4575":"芯片概念","BK4566":"资本集团","BK4525":"远程办公概念"},"source_url":"http://www.zhitongcaijing.com/content/detail/974990.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2359885105","content_text":"根据美国证券交易委员会(SEC)披露，瑞银递交了截至2023年6月30日的第二季度持仓报告(13F)。据统计，瑞银第二季度持仓总市值达2961.45亿美元，上一季度总市值为2736.43亿美元，环比增长8.2%。瑞银在第二季度的持仓组合中新增了955只个股，增持了4008只个股。同时，瑞银还减持了3495只个股，清仓了1653只个股。其中前十大持仓标的占总市值的14.04%。在前五大重仓股中，微软(MSFT.US)位列第一，持仓2294.75万股，持仓市值约为78.15亿美元，占投资组合比例为2.64%，持仓数量较上季度下降7%，连续第二个季度减持。苹果(AAPL.US)位列第二，持仓约3883.16万股，持仓市值约为75.32亿美元，占投资组合比例为2.54%，持仓数量较上季度下降2%，同样为连续第二个季度减持。标普500指数ETF看跌期权(SPY.US,PUT)位列第三，持仓1331.47万股，持仓市值约为59.02亿美元，占投资组合比例为1.99%，持仓数量较上季度下降31%。标普500指数ETF(SPY.US)位列第四，持仓约813.31万股，持仓市值约为36.05亿美元，占投资组合比例为1.22%，持仓数量较上季度下降15%。亚马逊(AMZN.US)位列第五，持仓约2655.63万股，持仓市值约为34.62亿美元，占投资组合比例为1.17%，持仓数量与上季度增加10%。另外，瑞银在第二季度还增持了英伟达(NVDA.US)、Alphabet(GOOGL.US)、特斯拉(TSLA.US)和英特尔(INTC.US)等科技股。从持仓比例变化来看，前五大买入标的分别是：工业指数ETF-SPDR看跌期权(XLI.US,PUT)、拉美电商巨头MercadoLibre看涨期权(MELI.US,CALL)、英伟达、iShares罗素2000指数ETF看涨期权(IWM.US,CALL)、工业指数ETF-SPDR看涨期权(XLI.US,CALL)。前五大卖出标的分别是：瑞银、标普500指数ETF看跌期权、纳指100ETF-Invesco QQQ Trust看跌期权(QQQ.US,PUT)、标普500指数ETF、标普500指数ETF看涨期权(SPY.US,CALL)。","news_type":1},"isVote":1,"tweetType":1,"viewCount":568,"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":13,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/209003600220384"}