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@话题虎：腾讯回购！外资强烈看多阿里！虎友们，抄底不？

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src=\"https://static.tigerbbs.com/186464171df60b974d113906c2d2894c\" tg-width=\"-1\" tg-height=\"-1\">近日，根据美股机构披露的持仓数据显示：</p> <blockquote> <span style=\"color:rgba(253,8,8,1);\">二季度，机构对阿里的调仓整体偏向「乐观」。</span> \n</blockquote> <p>共有1757家机构持仓阿里，与第一季度1749家的持仓数量基本持平。</p> <p>其中，给予增持、持仓未变、新进的机构家数分别为703、245、248，合计为1196家，占二季度持仓阿里机构比例为68%。与之相对，减持、清仓的机构分别为561、240家。</p> <p>也就是说，<b>有近70%的外资机构仍旧看多阿里巴巴。</b></p> <p>从增持名单来看：</p> <p><a href=\"https://laohu8.com/S/GS\">$高盛(GS)$</a> 持仓阿里市值最高，达69亿美元，二季度，又增仓阿里23.86%，目前，为高盛二季度第五大重仓股。</p> <p>值得一提的是，高盛是阿里的坚定持有者，最早在2014年3季度建仓阿里，当时持仓市值仅有2亿多美元。而后，连续持仓达25个季度，并不断增仓。</p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/114e50203101265b1a0c513e4c2b7683\" tg-width=\"-1\" tg-height=\"-1\"><span>高盛持仓阿里巴巴，图片来源：证券市场红周刊</span></p> <p>另外，二季度对阿里进行增持还有<a href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> 、<a href=\"https://laohu8.com/S/SDR.UK\">$施罗德投资集团(SDR.UK)$</a> 等知名机构：</p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb83e9ca18b1ea1f4430a2aaca25bc88\" tg-width=\"-1\" tg-height=\"-1\"><span>图片来源：证券市场红周刊</span></p> <p>值得一提的是，腾讯、阿里，自二季度以来至今，一直下跌，两家中国顶级互谅网巨头，市盈率已经均创出历史新低：<img src=\"https://static.tigerbbs.com/edeabb9df6df160162a5b5c396ce9f15\" tg-width=\"-1\" tg-height=\"-1\"><img src=\"https://static.tigerbbs.com/2f5d8e6637a9db54cb559e908b9166b6\" tg-width=\"-1\" tg-height=\"-1\">腾讯也于近期进行了回购，详见：<a href=\"https://laohu8.com/TW/836114099\" target=\"_blank\">自己人来了！腾讯再次开启回购，历史从未失手！</a></p> <p>……</p> <p>最后，大家聊一聊：</p> <ul> \n <li><span style=\"color:rgba(248,9,9,1);\"><b>你觉得腾讯、阿里能抄底了吗？</b></span></li> \n</ul> <p>精彩留言用户可获得888社区积分噢！</p> <p><a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> </p></body></html>","htmlText":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/186464171df60b974d113906c2d2894c\" tg-width=\"-1\" tg-height=\"-1\">近日，根据美股机构披露的持仓数据显示：</p> <blockquote> <span style=\"color:rgba(253,8,8,1);\">二季度，机构对阿里的调仓整体偏向「乐观」。</span> \n</blockquote> <p>共有1757家机构持仓阿里，与第一季度1749家的持仓数量基本持平。</p> <p>其中，给予增持、持仓未变、新进的机构家数分别为703、245、248，合计为1196家，占二季度持仓阿里机构比例为68%。与之相对，减持、清仓的机构分别为561、240家。</p> <p>也就是说，<b>有近70%的外资机构仍旧看多阿里巴巴。</b></p> <p>从增持名单来看：</p> <p><a href=\"https://laohu8.com/S/GS\">$高盛(GS)$</a> 持仓阿里市值最高，达69亿美元，二季度，又增仓阿里23.86%，目前，为高盛二季度第五大重仓股。</p> <p>值得一提的是，高盛是阿里的坚定持有者，最早在2014年3季度建仓阿里，当时持仓市值仅有2亿多美元。而后，连续持仓达25个季度，并不断增仓。</p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/114e50203101265b1a0c513e4c2b7683\" tg-width=\"-1\" tg-height=\"-1\"><span>高盛持仓阿里巴巴，图片来源：证券市场红周刊</span></p> <p>另外，二季度对阿里进行增持还有<a href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> 、<a href=\"https://laohu8.com/S/SDR.UK\">$施罗德投资集团(SDR.UK)$</a> 等知名机构：</p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb83e9ca18b1ea1f4430a2aaca25bc88\" tg-width=\"-1\" tg-height=\"-1\"><span>图片来源：证券市场红周刊</span></p> <p>值得一提的是，腾讯、阿里，自二季度以来至今，一直下跌，两家中国顶级互谅网巨头，市盈率已经均创出历史新低：<img src=\"https://static.tigerbbs.com/edeabb9df6df160162a5b5c396ce9f15\" tg-width=\"-1\" tg-height=\"-1\"><img src=\"https://static.tigerbbs.com/2f5d8e6637a9db54cb559e908b9166b6\" tg-width=\"-1\" tg-height=\"-1\">腾讯也于近期进行了回购，详见：<a href=\"https://laohu8.com/TW/836114099\" target=\"_blank\">自己人来了！腾讯再次开启回购，历史从未失手！</a></p> <p>……</p> <p>最后，大家聊一聊：</p> <ul> \n <li><span style=\"color:rgba(248,9,9,1);\"><b>你觉得腾讯、阿里能抄底了吗？</b></span></li> \n</ul> <p>精彩留言用户可获得888社区积分噢！</p> <p><a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> </p></body></html>","text":"近日，根据美股机构披露的持仓数据显示： 二季度，机构对阿里的调仓整体偏向「乐观」。 共有1757家机构持仓阿里，与第一季度1749家的持仓数量基本持平。 其中，给予增持、持仓未变、新进的机构家数分别为703、245、248，合计为1196家，占二季度持仓阿里机构比例为68%。与之相对，减持、清仓的机构分别为561、240家。 也就是说，有近70%的外资机构仍旧看多阿里巴巴。 从增持名单来看： $高盛(GS)$ 持仓阿里市值最高，达69亿美元，二季度，又增仓阿里23.86%，目前，为高盛二季度第五大重仓股。 值得一提的是，高盛是阿里的坚定持有者，最早在2014年3季度建仓阿里，当时持仓市值仅有2亿多美元。而后，连续持仓达25个季度，并不断增仓。 高盛持仓阿里巴巴，图片来源：证券市场红周刊 另外，二季度对阿里进行增持还有$摩根士丹利(MS)$ 、$施罗德投资集团(SDR.UK)$ 等知名机构： 图片来源：证券市场红周刊 值得一提的是，腾讯、阿里，自二季度以来至今，一直下跌，两家中国顶级互谅网巨头，市盈率已经均创出历史新低：腾讯也于近期进行了回购，详见：自己人来了！腾讯再次开启回购，历史从未失手！ …… 最后，大家聊一聊： 你觉得腾讯、阿里能抄底了吗？ 精彩留言用户可获得888社区积分噢！ $阿里巴巴-SW(09988)$ $阿里巴巴(BABA)$ 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