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@夏夏夏：景林Q2重仓中概重仓电商，大幅买入拼多多中通！

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true}","description":"特朗普、马斯克等大佬又在Twitter上发了什么言论，来这里同步实时动态","image":"https://static.tigerbbs.com/33bd8c85b520ca0ac26bea875245c990"}],"images":[{"img":"https://static.tigerbbs.com/cb1b2d77aceed40dbc1e9d2c81ee5e24","width":"1874","height":"292"},{"img":"https://static.tigerbbs.com/61997828c85c620a1916623e20590a3a","width":"1874","height":"296"},{"img":"https://static.tigerbbs.com/4de38d085392b3dfdcb3e8d921e467ba","width":"1867","height":"293"},{"img":"https://static.tigerbbs.com/aeb91e6af8c0dbb7fec17a00eb73e520","width":"1874","height":"295"},{"img":"https://static.tigerbbs.com/47d31c848f6d97ff9b0a5677582a54f1","width":"1869","height":"236"},{"img":"https://static.tigerbbs.com/2afd2c6eaa56f77975d8e7388f873da3","width":"1874","height":"296"},{"img":"https://static.tigerbbs.com/a44b7548bab38d866403995a3365d9f6","width":"1821","height":"293"},{"img":"https://static.tigerbbs.com/1213b82b9e99ce981b498231a6f76493","width":"1872","height":"292"},{"img":"https://static.tigerbbs.com/b09e8daacb85e452e31313abfb1b4d08","width":"1873","height":"293"},{"img":"https://static.tigerbbs.com/01f6d3933f47dc7f740f568911552285","width":"1875","height":"294"}],"coverImages":[{"img":"https://static.tigerbbs.com/cb1b2d77aceed40dbc1e9d2c81ee5e24","width":"1874","height":"292"},{"img":"https://static.tigerbbs.com/61997828c85c620a1916623e20590a3a","width":"1874","height":"296"},{"img":"https://static.tigerbbs.com/4de38d085392b3dfdcb3e8d921e467ba","width":"1867","height":"293"}],"title":"景林Q2重仓中概重仓电商，大幅买入拼多多中通！","extraTitle":"","html":"<html><head></head><body><p>又到了每季度一次的13F公布浪潮，我们得以有机会看看大佬买了啥。桥水之后，百亿私募景林资产公布了季末持仓。</p> <p>从资产规模来看，二季度末景林持仓价值35.62亿美元，持股39只。相较于一季度末的22.6亿美元持仓增长近60%，而相较于2019年底的18.47亿美元持仓规模更是近乎翻倍，这意味着上半年景林的美股持仓规模激增超17亿美元（近120亿元）。</p> <p>首先奉上景林二季度持仓具体：</p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61997828c85c620a1916623e20590a3a\" tg-width=\"1874\" tg-height=\"296\">景林Q2持仓榜单1-8</p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4de38d085392b3dfdcb3e8d921e467ba\" tg-width=\"1867\" tg-height=\"293\">景林Q2持仓榜单9-16</p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a44b7548bab38d866403995a3365d9f6\" tg-width=\"1821\" tg-height=\"293\">景林Q2持仓榜单17-24</p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aeb91e6af8c0dbb7fec17a00eb73e520\" tg-width=\"1874\" tg-height=\"295\">景林Q2持仓榜单25-32</p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2afd2c6eaa56f77975d8e7388f873da3\" tg-width=\"1874\" tg-height=\"296\">景林Q2持仓榜单33-39</p> <p><b>重仓电商</b></p> <p>口味上来看，景林偏爱中概股。中概之中，重仓电商和K12教育。截止二季度末，景林前五大重仓股中三只电商股，持仓比例均超过10%。其中，</p> <p>第一大重仓股<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> ，持有305万ADS，仓位占比18.47%，相比上季度减持阿里99万ADS。</p> <p>第二大重仓股为<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> ，持有614万ADS，仓位占比14.79%，相比上季度大举买进216万ADS。</p> <p>第三大重仓股为<a target=\"_blank\" href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a> ，持有184万股，仓位占比11.75%，相比上季度增持1.75万股。</p> <p>第四大重仓股<a target=\"_blank\" href=\"https://laohu8.com/S/ZTO\">$中通快递(ZTO)$</a> ，持有1031万ADS，仓位占比10.63%，相比上季度大举买进948万ADS。</p> <p>第五大重仓股为<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> ，持有595万ADS，仓位占比10.06%，相比上季度买进91.98万ADS。</p> <p>同时持有<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> 195万股，<a target=\"_blank\" href=\"https://laohu8.com/S/VIPS\">$唯品会(VIPS)$</a> 792万ADS仓位占比4.43%，似更站腾讯系。以及<a target=\"_blank\" href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a> 均入围top10持股，仓位占比均在4.8%左右。</p> <p><b>减持阿里百度新东方，增持拼多多B站好未来</b></p> <p>二季度景林增持15只股票，减持8只股票。其中大幅增持拼多多<a target=\"_blank\" href=\"https://laohu8.com/S/ZTO\">$中通快递(ZTO)$</a> 京东好未来<a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> 唯品会，具体如下，</p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1213b82b9e99ce981b498231a6f76493\" tg-width=\"1872\" tg-height=\"292\">增持榜1-8</p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b09e8daacb85e452e31313abfb1b4d08\" tg-width=\"1873\" tg-height=\"293\">增持榜8-15</p> <p>大幅减持阿里<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> Sea新东方<a target=\"_blank\" href=\"https://laohu8.com/S/TCOM\">$携程网(TCOM)$</a> ，具体如下</p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb1b2d77aceed40dbc1e9d2c81ee5e24\" tg-width=\"1874\" tg-height=\"292\">减持榜</p> <p>减持阿里百度新东方，增持拼多多B站好未来，似乎可看出同样的赛道，景林趣味更偏新公司。</p> <p><b>新建仓网易系：网易+有道皆入手</b></p> <p>景林二季度新开仓6只股票，为<a target=\"_blank\" href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/BNR\">$燃石医学(BNR)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/DAO\">$有道(DAO)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/SYY\">$西思科公司(SYY)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/YUMC\">$百胜中国(YUMC)$</a> 。</p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47d31c848f6d97ff9b0a5677582a54f1\" tg-width=\"1869\" tg-height=\"236\">建仓榜单</p> <p>其中网易买入最多，持仓27.29万ADS，仓位占比3.29%。其他新买入的5只股票，仓位占比最高为爱奇艺的0.54%，另外4只仓位占比均不超过0.1%。</p> <p><b>清仓华住苹果美光</b></p> <p>二季度景林清仓了8只股票。包括<a target=\"_blank\" href=\"https://laohu8.com/S/CBPO\">$泰邦生物(CBPO)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/TEDU\">$达内科技(TEDU)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/HTHT\">$华住(HTHT)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 。</p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01f6d3933f47dc7f740f568911552285\" tg-width=\"1875\" tg-height=\"294\">清仓榜单</p> <p>围观大佬操作，是小散们学习的必由之路。跟不跟就看个人操作啦。</p></body></html>","htmlText":"<html><head></head><body><p>又到了每季度一次的13F公布浪潮，我们得以有机会看看大佬买了啥。桥水之后，百亿私募景林资产公布了季末持仓。</p> <p>从资产规模来看，二季度末景林持仓价值35.62亿美元，持股39只。相较于一季度末的22.6亿美元持仓增长近60%，而相较于2019年底的18.47亿美元持仓规模更是近乎翻倍，这意味着上半年景林的美股持仓规模激增超17亿美元（近120亿元）。</p> <p>首先奉上景林二季度持仓具体：</p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61997828c85c620a1916623e20590a3a\" tg-width=\"1874\" tg-height=\"296\">景林Q2持仓榜单1-8</p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4de38d085392b3dfdcb3e8d921e467ba\" tg-width=\"1867\" tg-height=\"293\">景林Q2持仓榜单9-16</p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a44b7548bab38d866403995a3365d9f6\" tg-width=\"1821\" tg-height=\"293\">景林Q2持仓榜单17-24</p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aeb91e6af8c0dbb7fec17a00eb73e520\" tg-width=\"1874\" tg-height=\"295\">景林Q2持仓榜单25-32</p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2afd2c6eaa56f77975d8e7388f873da3\" tg-width=\"1874\" tg-height=\"296\">景林Q2持仓榜单33-39</p> <p><b>重仓电商</b></p> <p>口味上来看，景林偏爱中概股。中概之中，重仓电商和K12教育。截止二季度末，景林前五大重仓股中三只电商股，持仓比例均超过10%。其中，</p> <p>第一大重仓股<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> ，持有305万ADS，仓位占比18.47%，相比上季度减持阿里99万ADS。</p> <p>第二大重仓股为<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> ，持有614万ADS，仓位占比14.79%，相比上季度大举买进216万ADS。</p> <p>第三大重仓股为<a target=\"_blank\" href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a> ，持有184万股，仓位占比11.75%，相比上季度增持1.75万股。</p> <p>第四大重仓股<a target=\"_blank\" href=\"https://laohu8.com/S/ZTO\">$中通快递(ZTO)$</a> ，持有1031万ADS，仓位占比10.63%，相比上季度大举买进948万ADS。</p> <p>第五大重仓股为<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> ，持有595万ADS，仓位占比10.06%，相比上季度买进91.98万ADS。</p> <p>同时持有<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> 195万股，<a target=\"_blank\" href=\"https://laohu8.com/S/VIPS\">$唯品会(VIPS)$</a> 792万ADS仓位占比4.43%，似更站腾讯系。以及<a target=\"_blank\" href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a> 均入围top10持股，仓位占比均在4.8%左右。</p> <p><b>减持阿里百度新东方，增持拼多多B站好未来</b></p> <p>二季度景林增持15只股票，减持8只股票。其中大幅增持拼多多<a target=\"_blank\" href=\"https://laohu8.com/S/ZTO\">$中通快递(ZTO)$</a> 京东好未来<a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> 唯品会，具体如下，</p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1213b82b9e99ce981b498231a6f76493\" tg-width=\"1872\" tg-height=\"292\">增持榜1-8</p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b09e8daacb85e452e31313abfb1b4d08\" tg-width=\"1873\" tg-height=\"293\">增持榜8-15</p> <p>大幅减持阿里<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> Sea新东方<a target=\"_blank\" href=\"https://laohu8.com/S/TCOM\">$携程网(TCOM)$</a> ，具体如下</p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb1b2d77aceed40dbc1e9d2c81ee5e24\" tg-width=\"1874\" tg-height=\"292\">减持榜</p> <p>减持阿里百度新东方，增持拼多多B站好未来，似乎可看出同样的赛道，景林趣味更偏新公司。</p> <p><b>新建仓网易系：网易+有道皆入手</b></p> <p>景林二季度新开仓6只股票，为<a target=\"_blank\" href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/BNR\">$燃石医学(BNR)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/DAO\">$有道(DAO)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/SYY\">$西思科公司(SYY)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/YUMC\">$百胜中国(YUMC)$</a> 。</p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47d31c848f6d97ff9b0a5677582a54f1\" tg-width=\"1869\" tg-height=\"236\">建仓榜单</p> <p>其中网易买入最多，持仓27.29万ADS，仓位占比3.29%。其他新买入的5只股票，仓位占比最高为爱奇艺的0.54%，另外4只仓位占比均不超过0.1%。</p> <p><b>清仓华住苹果美光</b></p> <p>二季度景林清仓了8只股票。包括<a target=\"_blank\" href=\"https://laohu8.com/S/CBPO\">$泰邦生物(CBPO)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/TEDU\">$达内科技(TEDU)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/HTHT\">$华住(HTHT)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 。</p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01f6d3933f47dc7f740f568911552285\" tg-width=\"1875\" tg-height=\"294\">清仓榜单</p> <p>围观大佬操作，是小散们学习的必由之路。跟不跟就看个人操作啦。</p></body></html>","text":"又到了每季度一次的13F公布浪潮，我们得以有机会看看大佬买了啥。桥水之后，百亿私募景林资产公布了季末持仓。 从资产规模来看，二季度末景林持仓价值35.62亿美元，持股39只。相较于一季度末的22.6亿美元持仓增长近60%，而相较于2019年底的18.47亿美元持仓规模更是近乎翻倍，这意味着上半年景林的美股持仓规模激增超17亿美元（近120亿元）。 首先奉上景林二季度持仓具体： 景林Q2持仓榜单1-8 景林Q2持仓榜单9-16 景林Q2持仓榜单17-24 景林Q2持仓榜单25-32 景林Q2持仓榜单33-39 重仓电商 口味上来看，景林偏爱中概股。中概之中，重仓电商和K12教育。截止二季度末，景林前五大重仓股中三只电商股，持仓比例均超过10%。其中， 第一大重仓股$阿里巴巴(BABA)$ ，持有305万ADS，仓位占比18.47%，相比上季度减持阿里99万ADS。 第二大重仓股为$拼多多(PDD)$ ，持有614万ADS，仓位占比14.79%，相比上季度大举买进216万ADS。 第三大重仓股为$Facebook(FB)$ ，持有184万股，仓位占比11.75%，相比上季度增持1.75万股。 第四大重仓股$中通快递(ZTO)$ ，持有1031万ADS，仓位占比10.63%，相比上季度大举买进948万ADS。 第五大重仓股为$京东(JD)$ ，持有595万ADS，仓位占比10.06%，相比上季度买进91.98万ADS。 同时持有$Sea Ltd(SE)$ 195万股，$唯品会(VIPS)$ 792万ADS仓位占比4.43%，似更站腾讯系。以及$好未来(TAL)$ $新东方(EDU)$ 均入围top10持股，仓位占比均在4.8%左右。 减持阿里百度新东方，增持拼多多B站好未来 二季度景林增持15只股票，减持8只股票。其中大幅增持拼多多$中通快递(ZTO)$ 京东好未来$哔哩哔哩(BILI)$ 唯品会，具体如下， 增持榜1-8 增持榜8-15 大幅减持阿里$百度(BIDU)$ Sea新东方$携程网(TCOM)$ ，具体如下 减持榜 减持阿里百度新东方，增持拼多多B站好未来，似乎可看出同样的赛道，景林趣味更偏新公司。 新建仓网易系：网易+有道皆入手 景林二季度新开仓6只股票，为$网易(NTES)$ ，$爱奇艺(IQ)$ ，$燃石医学(BNR)$ ，$有道(DAO)$ ，$西思科公司(SYY)$ ，$百胜中国(YUMC)$ 。 建仓榜单 其中网易买入最多，持仓27.29万ADS，仓位占比3.29%。其他新买入的5只股票，仓位占比最高为爱奇艺的0.54%，另外4只仓位占比均不超过0.1%。 清仓华住苹果美光 二季度景林清仓了8只股票。包括$泰邦生物(CBPO)$ ，$美光科技(MU)$ ，$达内科技(TEDU)$ ，$吉利德科学(GILD)$ ，$华住(HTHT)$ 和$苹果(AAPL)$ 。 清仓榜单 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