Goldman Sach's increase their _老虎社区_美港股上老虎

2021-08-14

Goldman Sach's increase their holdings in BABA, the total

market value of Goldman Sachs's BABA positions reached US $446.39 billion,

compared with US $396.454 billion in the previous quarter, an increase of 12.6%. The bank bought additional 5.87 million

shares making Alibaba (BABA.US) their fifth largest holding stock.

华尔街大鳄最新动向:高盛大举买入阿里巴巴索罗斯清仓腾讯音乐

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

咪咕蜡
2021-08-14
咪咕蜡
长期看好阿里，阿里不可能被小小的事件影响的
霎风雨
2021-08-14
霎风雨
好！大家都看涨阿里，我就放心建仓了
维克多1
2021-08-14
维克多1
阿里经历的坎坷多了去了，未来肯定还有相关事件，要经得起打击

发表看法

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A类股。而且，新进的亚马逊已经跻身索罗斯基金前五大重仓股。此外，索罗斯基金还买进29.22万股推特股票。\n　　在二季度索罗斯基金清仓的个股中，腾讯音乐尤其引人关注。腾讯音乐是今年一季度索罗斯基金增持股份数第二位的个股，当季增持腾讯音乐的市值将近3400万美元。在美股市场上，腾讯音乐股价今年3月曾达到32美元，截至8月13日已回落至9.8美元。\n\n　　索罗斯毕竟是以宏观交易闻名于世，如此快进快出显然风格迥异。不过，这或许和索罗斯本人无关。今年3月，索罗斯基金管理公司的首席投资官Dawn Fitzpatrick就在接受媒体采访时表示，愿意在市场发生错位的时候进场“扫货”。\n　　此外，索罗斯基金还清仓了华纳音乐、，美国最大外卖平DoorDash、线上二手车零售平台Carvana、稀有金属公司MP Materials、墨西哥廉价航空Controladora Vuela Compañía de Aviación。不过，在二季度索罗斯基金增持的个股中，包括了腾讯为最大股东的东南亚电商Sea，增持了8.8104万股。在二季度索罗斯基金减持的个股中，包括美光科技、T-Mobile等。\n　　桥水重仓必需消费和芯片股\n　　与索罗斯基金的风格有些许不同，全球最大对冲基金桥水（Bridge Associates）在二季度减持金融、通讯、非必需消费品和材料类股，增持消费者必需品、医疗保健、工业和信息技术板块。其中，桥水对金融股的资金分配占比不足24%，较2012年以来平均约80%的规模骤降。\n　　在新建仓的个股中，桥水持有价值最大的前三名分别是全球最大工业气体公司林德集团、虚拟机软件龙头威睿和全球最大农业设备商迪尔公司，该基金还重新买入美光科技、应用材料、英伟达、英特尔等芯片股。当季桥水增持股票数量的前五位分别是可口可乐、iShares明晟新兴市场指数基金、沃尔玛、宝洁和强生公司，分别较今年一季度增持近257万股、逾176万股、逾163万股、逾153万股和逾111万股。桥水还增持了Costco、Target、麦当劳等消费类巨头股票。\n　　桥水二季度减持规模较大的个股包括多种黄金ETF，其中对SPDR黄金ETF减持超过6%，对iShares黄金信托减持4%。在中概股方面，对于仓位较大的阿里巴巴、拼多多、京东、贝壳等股票，桥水整体上没有进行太大的操作，包括新东方和好未来的持仓减少幅度也在1%以内。此外，桥水还小幅减持特斯拉股票。今年一季度，桥水才刚建仓特斯拉3.706万股。\n　　贝莱德持仓市值连续六季度上涨 大幅抛售阿里巴巴\n　　二季度，贝莱德持仓市值达3.59万亿美元，上季度持仓3.4万亿美元，环比上升5%，已连续第六个季度增持。从持仓行业上看，贝莱德偏好信息科技、金融类和医疗健康，占比分别为22.6%、16.32%和12.84%。\n　　截至第二季度，贝莱德前五大持仓股分别为苹果、微软、亚马逊、Facebook和谷歌A类股，持仓市值分别为1408.9亿美元、1369.84亿美元、947.69亿美元、540.43亿美元和494.32亿美元，但均小幅减持。\n　　值得注意的是，二季度贝莱德大幅抛售阿里巴巴，累计减持7402万股，减持幅度高达88.28%，阿里巴巴占其持仓比重从0.56%降至0.06%。不过，对于同为中国电商的拼多多，贝莱德对其持股数增长了9.23%，持股市值从23.7亿美元小幅提高到24.6亿美元。\n　　高盛二季度大举买入阿里巴巴\n　　和贝莱德操作相反，高盛在二季度大举买入阿里巴巴。\n　　高盛递交的截止至2021年6月30日的二季度持仓报告（13F）显示，二季度高盛持仓总市值达4463.9亿美元，上一季度总市值为3964.54亿美元，环比增长12.6%。\n　　在二季度的持仓组合中，高盛新增了836只个股，增持了2591只个股。同时，减持了2356只个股并清仓了706只个股。\n　　其中，高盛在二季度大举买入587万股阿里巴巴，由此阿里巴巴成其第五大持仓股，另外苹果、Facebook及特斯拉等科技股也获较大幅度增持。截至第二季度，高盛前五大持仓股分别为标普500ETF、苹果、微软、安硕罗素2000ETF及阿里巴巴。\n　　减持方面，高盛大幅减持了SPDR标普500ETF、纳斯达克100ETF等ETF以及Visa、摩根大通等金融股，亚马逊、谷歌等部分科技股也遭不同程度减持。\n\n股民福利！金牛、茅台、手机……任务“豪”礼，等你来拿>>\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：马婕","news_type":1},"isVote":1,"tweetType":1,"viewCount":32093,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["09988","BABA","GS"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":273,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":5527240,"commentId":"5527240","gmtCreate":1628936759882,"gmtModify":1628936759882,"authorId":9000000000000211,"author":{"id":9000000000000211,"idStr":"9000000000000211","authorId":9000000000000211,"name":"咪咕蜡","avatar":"https://static.tigerbbs.com/075bc3e15bde527a282c42a96ff35a51","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":897283944,"objectIdStr":"897283944","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"长期看好阿里，阿里不可能被小小的事件影响的","text":"长期看好阿里，阿里不可能被小小的事件影响的","html":"长期看好阿里，阿里不可能被小小的事件影响的","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":5527229,"commentId":"5527229","gmtCreate":1628936576202,"gmtModify":1628936576202,"authorId":9000000000000160,"author":{"id":9000000000000160,"idStr":"9000000000000160","authorId":9000000000000160,"name":"霎风雨","avatar":"https://static.tigerbbs.com/d5e494a36ad24a3771c97463c476f0ce","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":897283944,"objectIdStr":"897283944","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"好！大家都看涨阿里，我就放心建仓了","text":"好！大家都看涨阿里，我就放心建仓了","html":"好！大家都看涨阿里，我就放心建仓了","likeSize":2,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":5527234,"commentId":"5527234","gmtCreate":1628936679541,"gmtModify":1628936679541,"authorId":9000000000000212,"author":{"id":9000000000000212,"idStr":"9000000000000212","authorId":9000000000000212,"name":"维克多1","avatar":"https://static.tigerbbs.com/7d7e7dad7e3f23e1b339e01d9cc402ed","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":897283944,"objectIdStr":"897283944","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"阿里经历的坎坷多了去了，未来肯定还有相关事件，要经得起打击","text":"阿里经历的坎坷多了去了，未来肯定还有相关事件，要经得起打击","html":"阿里经历的坎坷多了去了，未来肯定还有相关事件，要经得起打击","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/897283944"}