David Tepper，也并没有buy China everything

美股投资客

一直说要buy China everything的David Tepper，也倒并没有buy everything。。。基本上40%的中国资产仓位，不过增加了173%的 $拼多多(PDD)$ ，69%的 $京东(JD)$ ，减了一些 $中国海外互联网ETF-KraneShares(KWEB)$ ， $中国大盘股ETF-iShares(FXI)$ 和 $阿里巴巴(BABA)$ ，阿里巴巴还是他最重的持仓

另外一个中概大多头，Michael Burry的持仓，还是继续增持阿里百度，不过应该是出于对冲的目的，买了大量的看跌期权。

为数不多对冲基金里看好中国资产的。不过现在特朗普又上台了，华尔街现在更偏向于“谨慎看多”中国股票了。也不只是中国股市，整个亚洲股市整体表现都不好，“特朗普交易”难道就只能做多美股了？

巨头财报，叠加地产利好！中概有无翻盘机会？

当前中概各热门股票，基本回归到了9月24日的股价水平。本周腾讯、阿里、京东等中概财报发布，你看好各科网股巨头带动中概大反弹吗？当前财政部发布关于促进房地产市场平稳健康发展有关税收政策的公告，叠加地产利好，你有上车相关公司吗？

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。

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33_Tiger
11-18 20:26
33_Tiger
真相了

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