爱玩大便股的孩子
2022-08-16
Oooooo
软银Q2持仓:T-Mobile为头号重仓股,英伟达仓位无变化
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。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":684773283,"tweetId":"684773283","gmtCreate":1660629816047,"gmtModify":1660629817181,"author":{"id":3582871953811314,"idStr":"3582871953811314","authorId":3582871953811314,"authorIdStr":"3582871953811314","name":"爱玩大便股的孩子","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Oooooo</p></body></html>","htmlText":"<html><head></head><body><p>Oooooo</p></body></html>","text":"Oooooo","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/684773283","repostId":2259006970,"repostType":4,"repost":{"id":"2259006970","kind":"news","pubTimestamp":1660628658,"share":"https://www.laohu8.com/m/news/2259006970?lang=&edition=full","pubTime":"2022-08-16 13:44","market":"us","language":"zh","title":"软银Q2持仓:T-Mobile为头号重仓股,英伟达仓位无变化","url":"https://stock-news.laohu8.com/highlight/detail?id=2259006970","media":"智通财经","summary":"根据美国证券交易委员会(SEC)披露,日本投资界巨头软银集团递交了截至2022年6月30日的第二季度(Q2)持仓报告(13F)。据统计,软银第二季度持仓总市值为78.33亿美元,上一季度总市值为98.","content":"<html><head></head><body><p>根据美国证券交易委员会(SEC)披露,日本投资界巨头软银集团递交了截至2022年6月30日的第二季度(Q2)持仓报告(13F)。</p><p>据统计,软银第二季度持仓总市值为78.33亿美元,上一季度总市值为98.18亿美元,环比下降约20%。软银在第二季度的持仓组合中新增了14只个股,仅增持1只个股;同时,软银减持1只个股并清仓2只个股。其中前十大持仓标的占总市值的95.61%。</p><p><img src=\"https://static.tigerbbs.com/52383fe66ec9b5d74e5547e13d0088da\" tg-width=\"578\" tg-height=\"484\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>从持仓偏好来看,软银持仓集中于公用事业和通信、金融以及IT类,占总持仓的比例分别为68.32%,25.98%以及5.36%,其中金融类股票标的集中于SPAC公司。</p><p><img src=\"https://static.tigerbbs.com/a1c2aaabe7b837187431954f6f452e71\" tg-width=\"1223\" tg-height=\"749\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>在软银前五大重仓股中,<a href=\"https://laohu8.com/S/TMUSR\">T-Mobile US Inc</a> (TMUS.US)位列第一,持仓约3977万股,持仓市值约53.51亿美元,较上季度持仓数量下降34%,占投资组合比例为68.32%。该股为软银第二季度唯一减持标的。</p><p><a href=\"https://laohu8.com/S/AURC\">Aurora Acquisition Corp</a> Class A (AURC.US)位列第二,持仓约6770万股,持仓市值约6.63亿美元,占投资组合比例为8.46%,为第二季度新建仓个股。</p><p>SoFi Technologies(SOFI.US)位列第三,持仓约9528万股,持仓市值约5.02亿美元,较上季度持仓数量没有变化,占投资组合比例为6.41%。</p><p>Lemonade(LMND.US)位列第四,持仓约1198万股,持仓市值约2.19亿美元,较上季度持仓数量没有变化,占投资组合比例为2.79%。</p><p><a href=\"https://laohu8.com/S/EQRX\">EQRx Inc</a>(EQRX.US)位列第五,持仓数量约4318万股,持仓市值约2.02亿美元,占投资组合比例为2.59%,为第二季度新建仓个股。</p><p>前十大重仓股还包括:<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、Inter & Co Inc、ESS Tech Inc 、Nu Holdings Ltd,以及<a href=\"https://laohu8.com/S/PFAC.U\">Far Peak Acquisition Corp.</a>,多数为新建仓个股,且第二季度新建仓金融股标的基本为SPAC公司,英伟达第二季度仓位无变化。</p><p><img src=\"https://static.tigerbbs.com/537e0ab22e8379505a8882a66d47903d\" tg-width=\"1458\" tg-height=\"701\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>从持仓比例变化来看,前五大买入标的分别是:Aurora Acquisition Corp Class A 、EQRx 、Inter & Co Inc、Nu Holdings ,以及<a href=\"https://laohu8.com/S/FPAC\">Far Peak Acquisition Corp</a>。另外,软银第二季度增持的唯一个股是Satellogic Inc(SATL.US)</p><p>前三大卖出标的分别是:T-Mobile US、<a href=\"https://laohu8.com/S/PATH\">UiPath</a> Inc(PATH.US)和<a href=\"https://laohu8.com/S/PCOR\">Procore Technologies</a> Inc(PCOR.US),后两者软银第二季度已经清仓。</p><p><img src=\"https://static.tigerbbs.com/feb69a82eeb4f5f7c7e6eea14417552e\" tg-width=\"786\" tg-height=\"443\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>软银Q2持仓:T-Mobile为头号重仓股,英伟达仓位无变化</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n软银Q2持仓:T-Mobile为头号重仓股,英伟达仓位无变化\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-16 13:44 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/772076.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>根据美国证券交易委员会(SEC)披露,日本投资界巨头软银集团递交了截至2022年6月30日的第二季度(Q2)持仓报告(13F)。据统计,软银第二季度持仓总市值为78.33亿美元,上一季度总市值为98.18亿美元,环比下降约20%。软银在第二季度的持仓组合中新增了14只个股,仅增持1只个股;同时,软银减持1只个股并清仓2只个股。其中前十大持仓标的占总市值的95.61%。从持仓偏好来看,软银持仓集中于...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/772076.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/acb77b88f0e1500dd735d82182c9d65c","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","NVDA":"英伟达","BK4132":"无线电信业务","TMUS":"T-Mobile US Inc","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4543":"AI","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4581":"高盛持仓","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","BK4529":"IDC概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4567":"ESG概念"},"source_url":"http://www.zhitongcaijing.com/content/detail/772076.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259006970","content_text":"根据美国证券交易委员会(SEC)披露,日本投资界巨头软银集团递交了截至2022年6月30日的第二季度(Q2)持仓报告(13F)。据统计,软银第二季度持仓总市值为78.33亿美元,上一季度总市值为98.18亿美元,环比下降约20%。软银在第二季度的持仓组合中新增了14只个股,仅增持1只个股;同时,软银减持1只个股并清仓2只个股。其中前十大持仓标的占总市值的95.61%。从持仓偏好来看,软银持仓集中于公用事业和通信、金融以及IT类,占总持仓的比例分别为68.32%,25.98%以及5.36%,其中金融类股票标的集中于SPAC公司。在软银前五大重仓股中,T-Mobile US Inc (TMUS.US)位列第一,持仓约3977万股,持仓市值约53.51亿美元,较上季度持仓数量下降34%,占投资组合比例为68.32%。该股为软银第二季度唯一减持标的。Aurora Acquisition Corp Class A (AURC.US)位列第二,持仓约6770万股,持仓市值约6.63亿美元,占投资组合比例为8.46%,为第二季度新建仓个股。SoFi Technologies(SOFI.US)位列第三,持仓约9528万股,持仓市值约5.02亿美元,较上季度持仓数量没有变化,占投资组合比例为6.41%。Lemonade(LMND.US)位列第四,持仓约1198万股,持仓市值约2.19亿美元,较上季度持仓数量没有变化,占投资组合比例为2.79%。EQRx Inc(EQRX.US)位列第五,持仓数量约4318万股,持仓市值约2.02亿美元,占投资组合比例为2.59%,为第二季度新建仓个股。前十大重仓股还包括:英伟达、Inter & Co Inc、ESS Tech Inc 、Nu Holdings Ltd,以及Far Peak Acquisition Corp.,多数为新建仓个股,且第二季度新建仓金融股标的基本为SPAC公司,英伟达第二季度仓位无变化。从持仓比例变化来看,前五大买入标的分别是:Aurora Acquisition Corp Class A 、EQRx 、Inter & Co Inc、Nu Holdings ,以及Far Peak Acquisition Corp。另外,软银第二季度增持的唯一个股是Satellogic Inc(SATL.US)前三大卖出标的分别是:T-Mobile US、UiPath Inc(PATH.US)和Procore Technologies Inc(PCOR.US),后两者软银第二季度已经清仓。","news_type":1},"isVote":1,"tweetType":1,"viewCount":488,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/684773283"}
精彩评论