$美团-W(0369_老虎社区_美港股上老虎

摩根士丹利发表报告指，美团是该行所覆盖的中国互联网股票中，经营利润年复合增长最快的公司，维持“增持”评级及目标价215港元，并上调明年最牛情境目标价至300港元(原先为290港元)。

近日，各大机构三季度13F报告陆续出炉，巴菲特Q3最新增减持记录：除继续减持苹果和美国银行外，建仓达美乐比萨、游泳池用品分销商Pool，整体继续卖出，而贝莱德Q3则选择大举增持；还有新晋中国资产大多头David Tepper持仓公开：买入大量PDD及京东；同样多头Michael Burry，Q3也押注中国资产，持续增持阿里巴巴和百度。大佬们的持仓都释放了什么信号？你会如何做出调整？

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