杀手如风
2021-08-17
这篇文章不错,转发给大家看看
@孟浩:
减仓蔚来,加仓理想老虎,桥水2季度还买了啥?
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referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/1aba3827eeebddc888d441c91e22fe7d\" tg-width=\"800\" tg-height=\"533\">上周五,桥水基金提交了截至2季度末的美股持仓,桥水整体持仓规模157亿美元,与前一季度相比增逾37%。根据桥水13F持仓数据来看,桥水二季度新进329个标的、增持255个标的、减持116个标的,清仓80个标的。</p> <p>从板块来看,桥水在2季度增持消费者必需品、医疗保健、工业和信息技术板块。从国家来看,美国和中国一直是桥水投资的重点方向。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/586846f24186e9f338a2a4c4439cfc01\" tg-width=\"1746\" tg-height=\"630\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/1cf5ca2778bceb97e14cf53e099aed08\" tg-width=\"1746\" tg-height=\"630\"></p> <h3>买入老虎,减仓教育股</h3> <p>桥水新加仓的仓位包括了<a target=\"_blank\" href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>、 金山云、达达集团等,其中老虎证券新增持仓5.8万股。</p> <p>相对减仓较多的中概股则包括华住、汽车之家和前程无忧,此外桥水延续了1季度的操作,继续减持教育股,桥水2季度减仓4万股新东方,8500股好未来,2000股高途,此前的1季度,桥水减仓了72万股新东方和19万股好未来,受到教育新政的影响,包括新东方、好未来、高途在内的教育股在今年以来集体下挫。</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/e619b4c59f6e7a175228208ffa2e7de1\" tg-width=\"1918\" tg-height=\"843\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/0748fc99c254d54392f1ac424e6a3790\" tg-width=\"1918\" tg-height=\"843\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/229d35b80f4f0e3b8e085c23fb310817\" tg-width=\"1918\" tg-height=\"843\"></p> <h3></h3> <h3><b>加仓理想,减仓蔚来、特斯拉</b></h3> <p>桥水在本季度增持较多的股票分别为<a target=\"_blank\" href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 尤其是理想汽车增仓幅度达到了241%,持有约73万股。与此同时桥水也增持了2万股<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> ,减持了3494股<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> ,一季度刚建仓的特斯拉被直接卖出三成,桥水减持1.18万股特斯拉,总持股数降至逾2.5万股,持有价值近1715万美元。</p> <p>其实桥水对于电动车的投资由来已久,桥水自2019年3季度建仓<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 之后,连续6个季度加仓蔚来,不过自1季度以来<b>,桥水已连续2个季度减仓蔚来。</b>从近期的交付记录来看,蔚来的数据确实不如小鹏和理想,蔚来7月份的交付量为7,931辆,同比增长125%,环比下降2%。从数据来看,蔚来在7月实际上被同行击败了——理想汽车7月交付量达到了8,589辆。小鹏汽车公布的交付量为8,040辆,同比增长228%,环比增长22%。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/63263158975de662ac8a82b4f2f9f09a\" tg-width=\"830\" tg-height=\"370\"></p> <h3>看空美股、黄金</h3> <p>据文件显示,桥水第二季卖出了116万股<a target=\"_blank\" href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a>总持股数降至198万股,减持了幅度达30%延续了1季度的操作,桥水连续3个季度减持黄金,其中减持逾11万股<a target=\"_blank\" href=\"https://laohu8.com/S/GLD\">$SPDR黄金ETF(GLD)$</a>,减持21万股<a target=\"_blank\" href=\"https://laohu8.com/S/IAU\">$黄金信托ETF(iShares)(IAU)$</a>二季度财报里面没有体现出加密货币相关的内容。</p> <p>此外,桥水在2季度还对中概股ETF进行了小幅减持,分别减持8.9万<a target=\"_blank\" href=\"https://laohu8.com/S/FXI\">$中国大盘股ETF-iShares(FXI)$</a>、减持5万份<a target=\"_blank\" href=\"https://laohu8.com/S/MCHI\">$中国ETF-iShares MSCI(MCHI)$</a>。</p> <blockquote>\n 达里奥在今年5月透露,他拥有数量不详的比特币,此前他多年来一直对加密货币表示担忧。达里奥近日向CNBC表示:“我只有非常少量的比特币。假如你想通过某些资产来使投资组合多样化,比特币就像是一种数字黄金。”“如果你拿枪指着我的头,然后说,‘我只能选一个’,我会选择黄金。” \n</blockquote> <p><img src=\"https://static.tigerbbs.com/b4588adb40b998e0eccb921bb0f451e7\" tg-width=\"-1\" tg-height=\"-1\"></p></body></html>","htmlText":"<html><head></head><body><p>桥水Q2除了减仓蔚来、加仓理想、新增老虎之外,还进行了哪些操作?一文带你了解桥水的最新动向。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/1aba3827eeebddc888d441c91e22fe7d\" tg-width=\"800\" tg-height=\"533\">上周五,桥水基金提交了截至2季度末的美股持仓,桥水整体持仓规模157亿美元,与前一季度相比增逾37%。根据桥水13F持仓数据来看,桥水二季度新进329个标的、增持255个标的、减持116个标的,清仓80个标的。</p> <p>从板块来看,桥水在2季度增持消费者必需品、医疗保健、工业和信息技术板块。从国家来看,美国和中国一直是桥水投资的重点方向。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/586846f24186e9f338a2a4c4439cfc01\" tg-width=\"1746\" tg-height=\"630\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/1cf5ca2778bceb97e14cf53e099aed08\" tg-width=\"1746\" tg-height=\"630\"></p> <h3>买入老虎,减仓教育股</h3> <p>桥水新加仓的仓位包括了<a target=\"_blank\" href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>、 金山云、达达集团等,其中老虎证券新增持仓5.8万股。</p> <p>相对减仓较多的中概股则包括华住、汽车之家和前程无忧,此外桥水延续了1季度的操作,继续减持教育股,桥水2季度减仓4万股新东方,8500股好未来,2000股高途,此前的1季度,桥水减仓了72万股新东方和19万股好未来,受到教育新政的影响,包括新东方、好未来、高途在内的教育股在今年以来集体下挫。</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/e619b4c59f6e7a175228208ffa2e7de1\" tg-width=\"1918\" tg-height=\"843\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/0748fc99c254d54392f1ac424e6a3790\" tg-width=\"1918\" tg-height=\"843\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/229d35b80f4f0e3b8e085c23fb310817\" tg-width=\"1918\" tg-height=\"843\"></p> <h3></h3> <h3><b>加仓理想,减仓蔚来、特斯拉</b></h3> <p>桥水在本季度增持较多的股票分别为<a target=\"_blank\" href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 尤其是理想汽车增仓幅度达到了241%,持有约73万股。与此同时桥水也增持了2万股<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> ,减持了3494股<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> ,一季度刚建仓的特斯拉被直接卖出三成,桥水减持1.18万股特斯拉,总持股数降至逾2.5万股,持有价值近1715万美元。</p> <p>其实桥水对于电动车的投资由来已久,桥水自2019年3季度建仓<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 之后,连续6个季度加仓蔚来,不过自1季度以来<b>,桥水已连续2个季度减仓蔚来。</b>从近期的交付记录来看,蔚来的数据确实不如小鹏和理想,蔚来7月份的交付量为7,931辆,同比增长125%,环比下降2%。从数据来看,蔚来在7月实际上被同行击败了——理想汽车7月交付量达到了8,589辆。小鹏汽车公布的交付量为8,040辆,同比增长228%,环比增长22%。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/63263158975de662ac8a82b4f2f9f09a\" tg-width=\"830\" tg-height=\"370\"></p> <h3>看空美股、黄金</h3> <p>据文件显示,桥水第二季卖出了116万股<a target=\"_blank\" href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a>总持股数降至198万股,减持了幅度达30%延续了1季度的操作,桥水连续3个季度减持黄金,其中减持逾11万股<a target=\"_blank\" href=\"https://laohu8.com/S/GLD\">$SPDR黄金ETF(GLD)$</a>,减持21万股<a target=\"_blank\" href=\"https://laohu8.com/S/IAU\">$黄金信托ETF(iShares)(IAU)$</a>二季度财报里面没有体现出加密货币相关的内容。</p> <p>此外,桥水在2季度还对中概股ETF进行了小幅减持,分别减持8.9万<a target=\"_blank\" href=\"https://laohu8.com/S/FXI\">$中国大盘股ETF-iShares(FXI)$</a>、减持5万份<a target=\"_blank\" href=\"https://laohu8.com/S/MCHI\">$中国ETF-iShares MSCI(MCHI)$</a>。</p> <blockquote>\n 达里奥在今年5月透露,他拥有数量不详的比特币,此前他多年来一直对加密货币表示担忧。达里奥近日向CNBC表示:“我只有非常少量的比特币。假如你想通过某些资产来使投资组合多样化,比特币就像是一种数字黄金。”“如果你拿枪指着我的头,然后说,‘我只能选一个’,我会选择黄金。” \n</blockquote> <p><img src=\"https://static.tigerbbs.com/b4588adb40b998e0eccb921bb0f451e7\" tg-width=\"-1\" tg-height=\"-1\"></p></body></html>","text":"桥水Q2除了减仓蔚来、加仓理想、新增老虎之外,还进行了哪些操作?一文带你了解桥水的最新动向。上周五,桥水基金提交了截至2季度末的美股持仓,桥水整体持仓规模157亿美元,与前一季度相比增逾37%。根据桥水13F持仓数据来看,桥水二季度新进329个标的、增持255个标的、减持116个标的,清仓80个标的。 从板块来看,桥水在2季度增持消费者必需品、医疗保健、工业和信息技术板块。从国家来看,美国和中国一直是桥水投资的重点方向。 买入老虎,减仓教育股 桥水新加仓的仓位包括了$老虎证券(TIGR)$、 金山云、达达集团等,其中老虎证券新增持仓5.8万股。 相对减仓较多的中概股则包括华住、汽车之家和前程无忧,此外桥水延续了1季度的操作,继续减持教育股,桥水2季度减仓4万股新东方,8500股好未来,2000股高途,此前的1季度,桥水减仓了72万股新东方和19万股好未来,受到教育新政的影响,包括新东方、好未来、高途在内的教育股在今年以来集体下挫。 加仓理想,减仓蔚来、特斯拉 桥水在本季度增持较多的股票分别为$RLX科技(RLX)$ 和$理想汽车(LI)$ 尤其是理想汽车增仓幅度达到了241%,持有约73万股。与此同时桥水也增持了2万股$小鹏汽车(XPEV)$ ,减持了3494股$蔚来(NIO)$ ,一季度刚建仓的特斯拉被直接卖出三成,桥水减持1.18万股特斯拉,总持股数降至逾2.5万股,持有价值近1715万美元。 其实桥水对于电动车的投资由来已久,桥水自2019年3季度建仓$蔚来(NIO)$ 之后,连续6个季度加仓蔚来,不过自1季度以来,桥水已连续2个季度减仓蔚来。从近期的交付记录来看,蔚来的数据确实不如小鹏和理想,蔚来7月份的交付量为7,931辆,同比增长125%,环比下降2%。从数据来看,蔚来在7月实际上被同行击败了——理想汽车7月交付量达到了8,589辆。小鹏汽车公布的交付量为8,040辆,同比增长228%,环比增长22%。 看空美股、黄金 据文件显示,桥水第二季卖出了116万股$标普500ETF(SPY)$总持股数降至198万股,减持了幅度达30%延续了1季度的操作,桥水连续3个季度减持黄金,其中减持逾11万股$SPDR黄金ETF(GLD)$,减持21万股$黄金信托ETF(iShares)(IAU)$二季度财报里面没有体现出加密货币相关的内容。 此外,桥水在2季度还对中概股ETF进行了小幅减持,分别减持8.9万$中国大盘股ETF-iShares(FXI)$、减持5万份$中国ETF-iShares MSCI(MCHI)$。 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