主要机构二季度买了啥又卖了啥？不要看他们怎么说而要看怎么做

2022-08-15

最近除了我们仍处在财报季中，各大投资机构也开始发布最新的第二季度的持仓报告了，其中桥水和小摩，也就是摩根大通的持仓报告都挺具有代表性的，今天我们就看看这两家机构最新的持仓情况，看看这些大机构的操作情况，相信能给投资者们带来不错的参考和启发。

分享我的交易策略

交易策略分享，说一说自己在交易中的那些神操作吧，你的idea说不定价值百万！

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

塔希提岛
2022-08-17
塔希提岛
高端药械的高定价体系，归根到底是来自患者与家属的强烈渴望，而非来自某个监管机构的规定与授权
对于依靠不可替代临床价值实现高定价的产品，不管是海外DRG还是国内集采，都不会动摇其定价根基
强势买方的崛起，会冲击掉那些容易被替代产品的定价优势，但不足以动摇拥有硬核优势产品的定价权
对于硬核优势产品而言，医保并不足以根本性动摇自己的高定价根基，反而为自己清除“假高端”竞品，使得自己拥有了更好的定价环境
哎呀呀小伙子
2022-08-15
哎呀呀小伙子
桥水和小摩都算是对中国研究比较深的机构，他们的持仓很值得借鉴
先救我她有对象
2022-08-15
先救我她有对象
又到了一年一度的抄作业的时候了，机构的持仓看着对中概股不友好
揭人不揭短
2022-08-15
揭人不揭短
这个时候还在加仓蔚来，那绝对是妥妥的真爱
揭人不揭短
2022-08-15
揭人不揭短
先把芒格埋葬了，然后再让桥水也亏损了，这个阿里巴巴有点猛
玉米地里吃亏
2022-08-15
玉米地里吃亏
中概股看着真的是要被抛弃了，要不然也不会被这样对待

发表看法

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