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？

中概逆市反弹！后市大家看多or看空？

中概股指逆市反弹，百度、拼多多涨超1%。【后市大家看多or看空？】

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
33_Tiger
真相了

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