李小茂
2020-02-15
$蔚来(NIO)$
高瓴不止清仓了蔚来,也清仓了特斯拉……谁也不是神,高瓴也不是
高瓴资本清仓蔚来,你怎么看?
蔚来汽车获得一笔1亿美元可转债融资,此前宣布融资约1亿美元,而高瓴的Q4持仓里已将蔚来清仓,你怎么看蔚来?
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。
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Dannycc
2020-02-15
Dannycc
机构有产业布局而已,不能说明啥,hillhouse也是波段操作。JD来来回回都清仓加仓几次了。
Dannycc
回复
李小茂
:
医疗是他们常规操作...
李小茂
:
在12月份之前清仓特斯拉,尤其是在特斯拉国产进度一再超预期的情况下,这一点我觉得就算高瓴自己人事后也会反思的吧。高瓴加仓医疗,12月份的时候能预测现在的疫情?加仓医疗作为长期持有,策略是没问题的,只是清仓新能源逻辑上有瑕疵,就算它挣了50%收益。
富哥only
2020-02-18
富哥only
谁也不是,致敬高瓴
晨虎
2020-02-15
晨虎
从清仓特斯拉的时机看高瓴也不见得高啊!
梭哈蔚来
:
这个资金量 赚百分之50知道是多少吗
jiayi_1221
2020-02-15
jiayi_1221
高瓴有自己的打法,大资金和小资金打法不同
大聚宝盆
2020-02-15
大聚宝盆
人家只是更加看重了别的行业的投资机会而已!
股神学友哥
2020-02-16
股神学友哥
会对下礼拜蔚来股市有影响吗
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赚百分之50知道是多少吗","text":"这个资金量 赚百分之50知道是多少吗","html":"这个资金量 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精彩评论
谁也不是,致敬高瓴