休想骗我买中丐_老虎社区_美港股上老虎 - 老虎社区

休想骗我买中丐

美股调仓路径曝光！“三巨头”集体杀入同一赛道

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

爱我丿你pua了吗丿
2021-11-23
爱我丿你pua了吗丿
中资最喜欢割韭菜不为别的决不参与这些基金的持仓

发表看法

1

4

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":875424079,"tweetId":"875424079","gmtCreate":1637680289200,"gmtModify":1637680289200,"author":{"id":3585199317919958,"idStr":"3585199317919958","authorId":3585199317919958,"authorIdStr":"3585199317919958","name":"Lilyguo","avatar":"https://static.tigerbbs.com/b588a4e56349bcd79c5172b72830279a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"80.28%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":11,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>休想骗我买中丐</p></body></html>","htmlText":"<html><head></head><body><p>休想骗我买中丐</p></body></html>","text":"休想骗我买中丐","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/875424079","repostId":1114469010,"repostType":4,"repost":{"id":"1114469010","kind":"news","pubTimestamp":1637666009,"share":"https://www.laohu8.com/m/news/1114469010?lang=&edition=full","pubTime":"2021-11-23 19:13","market":"us","language":"zh","title":"美股调仓路径曝光！“三巨头”集体杀入同一赛道","url":"https://stock-news.laohu8.com/highlight/detail?id=1114469010","media":"上海证券报","summary":"继高瓴、景林资产披露美股持仓后，千亿级私募高毅资产的海外投资情况也相继曝光。\n美国证券交易委员会（SEC）网站数据显示，截至今年三季度末，高毅资产在美股市场持有18家公司的股票，总市值为2.12亿美元","content":"<div>\n<p>继高瓴、景林资产披露美股持仓后，千亿级私募高毅资产的海外投资情况也相继曝光。\n美国证券交易委员会（SEC）网站数据显示，截至今年三季度末，高毅资产在美股市场持有18家公司的股票，总市值为2.12亿美元。从持仓情况来看，高毅资产对中概股青睐有加，拼多多是其第一大重仓股。\n值得注意的是，今年三季度，高毅资产与景林资产不约而同加仓了boss直聘、贝壳。与此同时，高瓴也坚持持有这两只标的，可见头部私募机构...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/RKczgMlPtFrIMcm25jZyIA\">Web Link</a>\n\n</div>\n","source":"shzqb","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>美股调仓路径曝光！“三巨头”集体杀入同一赛道</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美股调仓路径曝光！“三巨头”集体杀入同一赛道\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-23 19:13 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/RKczgMlPtFrIMcm25jZyIA><strong>上海证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>继高瓴、景林资产披露美股持仓后，千亿级私募高毅资产的海外投资情况也相继曝光。\n美国证券交易委员会（SEC）网站数据显示，截至今年三季度末，高毅资产在美股市场持有18家公司的股票，总市值为2.12亿美元。从持仓情况来看，高毅资产对中概股青睐有加，拼多多是其第一大重仓股。\n值得注意的是，今年三季度，高毅资产与景林资产不约而同加仓了boss直聘、贝壳。与此同时，高瓴也坚持持有这两只标的，可见头部私募机构...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/RKczgMlPtFrIMcm25jZyIA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cde2e4fc86b629e1a7a7708ea53eb694","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://mp.weixin.qq.com/s/RKczgMlPtFrIMcm25jZyIA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114469010","content_text":"继高瓴、景林资产披露美股持仓后，千亿级私募高毅资产的海外投资情况也相继曝光。\n美国证券交易委员会（SEC）网站数据显示，截至今年三季度末，高毅资产在美股市场持有18家公司的股票，总市值为2.12亿美元。从持仓情况来看，高毅资产对中概股青睐有加，拼多多是其第一大重仓股。\n值得注意的是，今年三季度，高毅资产与景林资产不约而同加仓了boss直聘、贝壳。与此同时，高瓴也坚持持有这两只标的，可见头部私募机构对互联网线上平台个股的高关注度。从减持层面看，高毅资产今年三季度大手笔减持了教育股。\n中概股唱主角\n管理规模已过千亿人民币的高毅资产，早就开始布局海外市场，最近其美股调仓路径曝光。\n从高毅资产的美股持仓可以看出，其持仓的集中度依旧较高。截至今年三季度末，高毅资产美股前五大持仓为拼多多、中通快递、微博、网易和华住酒店，前五大重仓股合计市值为1.87亿美元，占整个高毅美股持仓的比例为88%。\n不仅是前五大重仓股全部为中概股，在高毅美股持仓的整体组合中，中概股也是主角。数据显示，截至三季度末，高毅持有18家美股公司，其中中概股数量为15只。\n\n高毅资产美股前十大重仓股\n具体来看，拼多多是高毅美股持仓中的第一大重仓股。数据显示，拼多多在今年前三季度下跌近50%，在此过程中，高毅一、二季度连续减仓，但却在三季度选择加仓，增持34.8万股，抄底动作明显。\n\n另外，高毅资产三季度末的前十大重仓股中出现了一张新面孔——小鹏汽车，该标的为高毅资产三季度新进股票，持股数量为14.7万股，持股市值达522.7万美元。\n平安证券研报显示，10月小鹏汽车总交付量为10138台，同比大增233%，克服行业性芯片供应挑战，连续两个月交付量突破万台。从股价表现来看，截至11月23日，小鹏汽车四季度以来已经涨超30%。\n\n“三巨头”集体杀入线上平台个股\n除了布局新能源，高毅资产三季度还加仓了贝壳、boss直聘等互联网线上平台个股。\n美国证券交易委员会（SEC）网站披露数据显示，截至三季度末，高毅资产持有贝壳4.64万股，相比于二季度末增加6437股，持有boss直聘6019股，相比于二季度末增加5669股。\n无独有偶，景林资产和高瓴近期披露的美股持仓中，也出现了互联网线上平台个股的身影。比如，三季度景林资产大手笔买入贝壳968万股，加仓boss直聘超50万股，加仓在线二手车经销商CARVANA10.7万股。截至三季度末，高瓴则持有贝壳501.2万股，持有boss直聘105万股，相比于二季度末持股数量没有变化。\n公开资料显示，贝壳脱胎于房地产经纪企业链家，于2018年4月成立，定位是技术驱动的“新居住”服务平台，为用户提供VR看房服务，以及估价、线上委托和资产管理服务。今年三季度，贝壳股价随着房地产行业的变化陷入调整，但高毅资产、景林资产和高瓴均颇为看好。\n\n另外，boss直聘也是一家线上服务平台，成立于2014年，致力于向企业客户和求职者提供服务，帮助他们通过移动应用程序和网站进行招聘和求职。中金公司发布人力资源行业专题报告称，我国招聘服务线下向线上迁移趋势显著，boss直聘以求职端思维开启高效招聘新时代。\n“互联网对传统行业的渗透仍在不断进行，在这个过程中涌现出来的优质公司，可能会颠覆传统行业的逻辑，而这类公司估值目前仍处于合理区间，大概率是非常好的值得长期持有的资产。”沪上一位百亿级私募人士直言。\n高毅大举减持教育股\n从减持动作来看，高毅资产三季度大举减持了教育股。\n数据显示，截至二季度末，高毅持有好未来76.3万股，但三季度末仅剩16.7万股，减持比例接近80%。同期，高毅资产还减持了新东方4.3万股，可见其对教育行业的谨慎态度。\n今年以来，由于政策层面的变化，教育板块出现巨幅调整，机构对该领域的意见分歧愈发明显。公开资料显示，在高毅资产大幅减持的过程中，高盛三季度则增持2837万股新东方，增持幅度高达352%，增持2138万股好未来，增持幅度达729%。\n“政策变化对于教育行业来说无疑是巨大冲击，后续哪些教育机构能够顺利实现转型还需要观察，因此市场分歧也会比较明显。”一位私募研究员表示。\n\n高毅资产美股持仓情况","news_type":1},"isVote":1,"tweetType":1,"viewCount":2547,"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":14,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":6695268,"commentId":"6695268","gmtCreate":1637680367493,"gmtModify":1637680367493,"authorId":3475561889151459,"author":{"id":3475561889151459,"idStr":"3475561889151459","authorId":3475561889151459,"name":"爱我丿你pua了吗丿","avatar":"https://static.tigerbbs.com/b41b5b0589d44d32c4cf314eba0c70b1","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.22","exceedPercentage":"93.02%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"hat":"https://static.tigerbbs.com/46b6808e1ba3716fb9c53339adffa3c5","crmLevel":1,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":875424079,"objectIdStr":"875424079","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"中资最喜欢割韭菜 不为别的 决不参与这些基金的持仓","text":"中资最喜欢割韭菜 不为别的 决不参与这些基金的持仓","html":"中资最喜欢割韭菜 不为别的 决不参与这些基金的持仓","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/875424079"}