ClutchJohn
2021-11-17
这篇文章不错,转发给大家看看
@捷克Jack:
二级市场的高瓴,玩得跟“散户”一样6!
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":871583261,"tweetId":"871583261","gmtCreate":1637083783794,"gmtModify":1637083783794,"author":{"id":3535115127054923,"idStr":"3535115127054923","authorId":3535115127054923,"authorIdStr":"3535115127054923","name":"ClutchJohn","avatar":"https://static.tigerbbs.com/313113eff16e4249d138c0cc9fc29256","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>这篇文章不错,转发给大家看看</p></body></html>","htmlText":"<html><head></head><body><p>这篇文章不错,转发给大家看看</p></body></html>","text":"这篇文章不错,转发给大家看看","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/871583261","repostId":871823312,"repostType":1,"repost":{"magic":2,"id":871823312,"tweetId":"871823312","gmtCreate":1637053739833,"gmtModify":1716217748130,"author":{"id":212008496769156,"idStr":"212008496769156","authorId":212008496769156,"authorIdStr":"212008496769156","name":"捷克Jack","avatar":"https://static.tigerbbs.com/7cc48e563d37c21562541a2874ce20e4","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":4,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"f48104d3aff74204841356e6c91c4d07-1","templateUuid":"f48104d3aff74204841356e6c91c4d07","name":"周度最佳创作者","description":"每周获得最佳精华帖的创作者","bigImgUrl":"https://static.tigerbbs.com/271475ceaf67d40016c8cfa16c08c8b3","smallImgUrl":"https://static.tigerbbs.com/5a6336061b9ba82ba9177c7ec476f5f2","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":3,"allocatedDate":"2022.07.05","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"社区优质创作者:发表过3篇及以上精华帖,且30天内发表过至少一篇精华帖并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.11.27","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":18977,"starInvestorFlag":false},"themes":[{"themeId":"47b1017932fe442a80a33fce0a5523da","categoryId":"2929bb7468f5415f853fd96fb35d7c3b","name":"对冲基金Q3持仓大揭秘","type":2,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":47b1017932fe442a80a33fce0a5523da}&rnconfig={\"headerBarHidden\": true}","description":"“市场风向标”13F报告已陆续出炉,看对冲基金大佬和大投行爆买和抛售了哪些标的。","image":"https://static.tigerbbs.com/978f762ab135223fe7699399d6a852e0"}],"images":[],"coverImages":[],"title":"二级市场的高瓴,玩得跟“散户”一样6!","extraTitle":"","html":"<html><head></head><body><p>有到了一季一度的基金公布持仓(13F)的日子。虽然这是个延迟得不要再延迟的数据,但好奇和八卦依然驱使我看了看那些顶级基金的变化。</p> <p>高瓴持仓就非常有意思,他们可谓是一级市场和二级市场通吃,然而Q3之后IPO骤冷,二级市场持仓变化就挺有意思了。</p> <p>撇去那些高瓴从一级市场开始持有,或者之前就入股的生物医药、科技公司,高瓴的二级市场持仓,讲实话,跟老虎社区用户可能差不多。我列几条:</p> <ol> \n <li><span style=\"color:rgba(255,0,0,1);\"><b>科技</b></span>方面,清仓了<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> ,小追了<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> ,加仓了<a target=\"_blank\" href=\"https://laohu8.com/S/CRM\">$Salesforce(CRM)$</a> ;</li> \n <li><span style=\"color:rgba(255,0,0,1);\"><b>新能源</b></span>方面,大量减仓<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> ,建仓<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> ;</li> \n <li><span style=\"color:rgba(255,0,0,1);\"><b>电商</b></span>方面,大量减仓<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>和<a target=\"_blank\" href=\"https://laohu8.com/S/ZTO\">$中通快递(ZTO)$</a> ,加仓了<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> ;</li> \n <li><span style=\"color:rgba(255,0,0,1);\"><b>“疫情概念”</b></span>方面,清仓了<a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a> ,小追了<a target=\"_blank\" href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> ;</li> \n <li><span style=\"color:rgba(255,0,0,1);\"><b>“复苏概念”</b></span>方面,大量减仓了<a target=\"_blank\" href=\"https://laohu8.com/S/ABNB\">$爱彼迎(ABNB)$</a>和<a target=\"_blank\" href=\"https://laohu8.com/S/UBER\">$优步(UBER)$</a> ,保留了<a target=\"_blank\" href=\"https://laohu8.com/S/DASH\">$DoorDash, Inc.(DASH)$</a></li> \n <li><span style=\"color:rgba(255,0,0,1);\"><b>娱乐</b></span>方面,大量减仓了<a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> ,建仓了<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a></li> \n</ol> <p>这其中,</p> <blockquote>\n AMD在Q4开始暴涨、京东表现强过拼多多、Zoom开始一蹶不振,这些都是好操作;当然也有,爱彼迎财报后大涨这样始料未及的事。 \n</blockquote> <p>这样的持仓很能体现趋势交易的精髓(追涨杀跌),很大程度上也是受到了目前量化对市场的影响。</p> <p>当然,高瓴在一个赛道中来回切换不同的公司,也<span style=\"color:rgba(255,0,0,1);\"><b>有点像个巨型的“套利者”</b></span>。</p> <p>可惜高瓴有大量医药股,就Q3的行情话,如果没有大量的高频和日内辅助增强收益,是很难跑赢<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 指数的。所以即便大如高瓴,可以进一些公司的董事会,也很难决定二级市场股价表现。</p> <p>因为现在,<span style=\"color:rgba(255,0,0,1);\"><b>单一投资者对市场的影响力越来越弱,顺势而为才是硬道理。</b></span></p> <p>现在的二级市场,机构和散户越来越大程度上的行为趋同,换句话说,没有一成不变的大神,大家可能是韭菜——今天你割我,明天我割你。</p> <p>就看谁动作快!</p></body></html>","htmlText":"<html><head></head><body><p>有到了一季一度的基金公布持仓(13F)的日子。虽然这是个延迟得不要再延迟的数据,但好奇和八卦依然驱使我看了看那些顶级基金的变化。</p> <p>高瓴持仓就非常有意思,他们可谓是一级市场和二级市场通吃,然而Q3之后IPO骤冷,二级市场持仓变化就挺有意思了。</p> <p>撇去那些高瓴从一级市场开始持有,或者之前就入股的生物医药、科技公司,高瓴的二级市场持仓,讲实话,跟老虎社区用户可能差不多。我列几条:</p> <ol> \n <li><span style=\"color:rgba(255,0,0,1);\"><b>科技</b></span>方面,清仓了<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> ,小追了<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> ,加仓了<a target=\"_blank\" href=\"https://laohu8.com/S/CRM\">$Salesforce(CRM)$</a> ;</li> \n <li><span style=\"color:rgba(255,0,0,1);\"><b>新能源</b></span>方面,大量减仓<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> ,建仓<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> ;</li> \n <li><span style=\"color:rgba(255,0,0,1);\"><b>电商</b></span>方面,大量减仓<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>和<a target=\"_blank\" href=\"https://laohu8.com/S/ZTO\">$中通快递(ZTO)$</a> ,加仓了<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> ;</li> \n <li><span style=\"color:rgba(255,0,0,1);\"><b>“疫情概念”</b></span>方面,清仓了<a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a> ,小追了<a target=\"_blank\" href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> ;</li> \n <li><span style=\"color:rgba(255,0,0,1);\"><b>“复苏概念”</b></span>方面,大量减仓了<a target=\"_blank\" href=\"https://laohu8.com/S/ABNB\">$爱彼迎(ABNB)$</a>和<a target=\"_blank\" href=\"https://laohu8.com/S/UBER\">$优步(UBER)$</a> ,保留了<a target=\"_blank\" href=\"https://laohu8.com/S/DASH\">$DoorDash, Inc.(DASH)$</a></li> \n <li><span style=\"color:rgba(255,0,0,1);\"><b>娱乐</b></span>方面,大量减仓了<a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> ,建仓了<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a></li> \n</ol> <p>这其中,</p> <blockquote>\n AMD在Q4开始暴涨、京东表现强过拼多多、Zoom开始一蹶不振,这些都是好操作;当然也有,爱彼迎财报后大涨这样始料未及的事。 \n</blockquote> <p>这样的持仓很能体现趋势交易的精髓(追涨杀跌),很大程度上也是受到了目前量化对市场的影响。</p> <p>当然,高瓴在一个赛道中来回切换不同的公司,也<span style=\"color:rgba(255,0,0,1);\"><b>有点像个巨型的“套利者”</b></span>。</p> <p>可惜高瓴有大量医药股,就Q3的行情话,如果没有大量的高频和日内辅助增强收益,是很难跑赢<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 指数的。所以即便大如高瓴,可以进一些公司的董事会,也很难决定二级市场股价表现。</p> <p>因为现在,<span style=\"color:rgba(255,0,0,1);\"><b>单一投资者对市场的影响力越来越弱,顺势而为才是硬道理。</b></span></p> <p>现在的二级市场,机构和散户越来越大程度上的行为趋同,换句话说,没有一成不变的大神,大家可能是韭菜——今天你割我,明天我割你。</p> <p>就看谁动作快!</p></body></html>","text":"有到了一季一度的基金公布持仓(13F)的日子。虽然这是个延迟得不要再延迟的数据,但好奇和八卦依然驱使我看了看那些顶级基金的变化。 高瓴持仓就非常有意思,他们可谓是一级市场和二级市场通吃,然而Q3之后IPO骤冷,二级市场持仓变化就挺有意思了。 撇去那些高瓴从一级市场开始持有,或者之前就入股的生物医药、科技公司,高瓴的二级市场持仓,讲实话,跟老虎社区用户可能差不多。我列几条: 科技方面,清仓了$苹果(AAPL)$ ,小追了$AMD(AMD)$ ,加仓了$Salesforce(CRM)$ ; 新能源方面,大量减仓$小鹏汽车(XPEV)$ ,建仓$理想汽车(LI)$ ; 电商方面,大量减仓$拼多多(PDD)$和$中通快递(ZTO)$ ,加仓了$京东(JD)$ ; “疫情概念”方面,清仓了$Zoom(ZM)$ ,小追了$Coinbase Global, Inc.(COIN)$ ; “复苏概念”方面,大量减仓了$爱彼迎(ABNB)$和$优步(UBER)$ ,保留了$DoorDash, Inc.(DASH)$ 娱乐方面,大量减仓了$哔哩哔哩(BILI)$ ,建仓了$Sea Ltd(SE)$ 这其中, AMD在Q4开始暴涨、京东表现强过拼多多、Zoom开始一蹶不振,这些都是好操作;当然也有,爱彼迎财报后大涨这样始料未及的事。 这样的持仓很能体现趋势交易的精髓(追涨杀跌),很大程度上也是受到了目前量化对市场的影响。 当然,高瓴在一个赛道中来回切换不同的公司,也有点像个巨型的“套利者”。 可惜高瓴有大量医药股,就Q3的行情话,如果没有大量的高频和日内辅助增强收益,是很难跑赢$标普500(.SPX)$ 指数的。所以即便大如高瓴,可以进一些公司的董事会,也很难决定二级市场股价表现。 因为现在,单一投资者对市场的影响力越来越弱,顺势而为才是硬道理。 现在的二级市场,机构和散户越来越大程度上的行为趋同,换句话说,没有一成不变的大神,大家可能是韭菜——今天你割我,明天我割你。 就看谁动作快!","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/871823312","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["XPEV","AAPL","ABNB","DASH","PDD","COIN","SE","ZM","ZTO","AMD","JD",".SPX","BILI","LI","CRM","UBER"],"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":1361,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":1890,"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":27,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/871583261"}
精彩评论