爱赚钱的瓜子
11-17
段疯狗要割韭菜了
段永平、李录大动作,最新持仓曝光了
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Investment发布了最新的美股持仓,由于该基金被认为是由段永平掌管,其动向备受市场关注。截至三季度末,H&H基金共持有8只股票,期末持股市值为165亿美元。三季度,该基金对第一大重仓股苹果进行了一定程度的减持,减持达1120万股,持股数量从二季度末的6392万股降至5277万股,但期末持股市值仍然高达122.95亿美元,仓位权重则从80.95%降至74.33%。值得注意的是,H&H基金三季度最大的动作是大幅加仓拼多多,增持380万股,仓位变动高达36倍,期末持股市值增至5.27亿美元,成为该基金的第五大重仓股。H&H基金还增持了不少西方石油,持股数量从二季度末的154万股增至922万股,期末持股市值升至4.75亿美元。此外,H&H基金在三季度还小幅减持了伯克希尔、阿里巴巴,仓位变动分别为降低3%、13.69%,清仓美国银行。截至三季度末,H&H基金的前五大重仓股分别是苹果、伯克希尔、谷歌、阿里巴巴、拼多多,期末持股市值分别是122.95亿美元、17.41亿美元、8.47亿美元、5.78亿美元、5.27亿美元。北京时间11月15日,知名华人投资家李录掌管的喜马拉雅资本向美国SEC提交了三季度的持仓报告,最新美股持仓为24.7亿美元,较上季度末减少近1亿美元。李录在三季度大幅减持了苹果的股票,共减持44.19万股,减持幅度达58.18%,目前仍持有31.77万股,期末持股市值降至7400万美元,这与巴菲特卖出苹果的操作不谋而合。值得注意的是,李录在三季度还新建仓了一只叫做SOC(Sable Offshore)的股票,这家公司的总市值仅18.37亿美元,目前是亏损状态,不过该股票今年以来股价暴涨了97.45%。李录买入134.3万股,期末持股市值为3173万美元。资料显示,Sable Offshore Corp是一家位于休斯顿的独立上游公司,专注于负责开发加州近海联邦水域多产的圣伊内斯油田。买入仍在亏损的油田,或是李录押注该公司将迎来业绩拐点。截至三季度末,李录的组合中共有8只股票,分别为美国银行、谷歌C、谷歌A、伯克希尔、华美、西方石油、苹果、SOC,期末持股市值分别为7.17亿美元、5.08亿美元、4.22亿美元、4.13亿美元、2.3亿美元、7558万美元、7402万美元、3173万美元。据中国证券报报道,近期,外资对中国资产的讨论热度持续提升。正如柏基投资10月份发表的投资观点:“任何投资者都不应忽视中国。”关于对中国投资机会的看法,柏基合伙人、旗舰策略全球阿尔法的基金经理Helen Xiong认为:“中国正在从房地产主导型经济向先进制造业经济转型。这种转型期并不总是平稳的,但中国以前经历过很多次。”高盛研究部的首席中国股票策略师刘劲津表示,历史分析表明,这次反弹可能还有潜力,因为当中国股市出现20%的涨幅时,该涨势通常会持续数个月。他还认为,中国股票价格仍然相当合理,估值只是回升至历史平均水平。截至美国时间11月15日,多数美股机构投资者已经完成了第三季度持仓数据(13F)的披露。利好信号随之显现,中国资产得到了海外资金更多追捧。曾豪言“买入一切中国资产”的华尔街对冲基金大佬David Tepper、索罗斯基金、拥有百年历史的资管机构柏基投资、橡树资本、《大空头》原型迈克尔·伯瑞(Michael Burry),还有知名私募高瓴、高毅等,都在截至三季度末的持仓中提高了中概股仓位。每日经济新闻综合中国证券报、公开信息免责声明:本文内容与数据仅供参考,不构成投资建议,使用前请核实。据此操作,风险自担。每日经济新闻查看原图 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