海_8113
2020-08-14
这篇文章不错,转发给大家看
@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 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。","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/947698899","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["JD","BABA","FB","ZTO","PDD"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":1884,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":879,"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,"upFlag":false,"length":25,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/947438626"}
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