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@孟浩：桥水Q1除了加仓蔚来和拼多多之外，还买了什么？

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<p><img src=\"https://static.tigerbbs.com/1990ba14a1505d4549143afef333e79a\" tg-width=\"240\" tg-height=\"240\"><span>桥水基金向美国证监会（SEC）提交了2020年一季度的持仓报告。该报告显示，桥水一季度共清仓了251只股票、减仓的股票数量也达到191只，市值更是近乎腰斩。</span><img src=\"https://static.tigerbbs.com/713e8343383d565b3e2e700d4426a786\" tg-width=\"1920\" tg-height=\"725\"></p> <p><span><b>桥水对于中概的投资</b></span></p> <p><span><b>桥水看好拼多多，减持阿里京东</b></span></p> <p><span>相比于之前对于中概电商股的“雨露均沾”，桥水这回在加仓1.28万股<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 的同时，减仓了7.2万股<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 以及3.3万股<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 。这背后的逻辑：其实特卖、拼购行业比较特殊的点是在经济增速放缓时反而更景气。根据国际购物中心协会的数据每一次经济下行，对于折扣零售业来说都是一次巨大的机会。桥水在加仓拼多多的同时，建仓了5.2万股美国特卖网站The TJX Companies Inc</span></p> <p><span></span><img src=\"https://static.tigerbbs.com/c0f0094b0ff02f4f736652582c8001b5\" tg-width=\"1372\" tg-height=\"828\"><span><b>桥水连续多季度加仓<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a></b></span></p> <p><span>桥水自去年3季度建仓<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 之后，连续3个季度加仓蔚来，1季度加仓了3.8万股<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>，目前持有7.5万股蔚来。蔚来股价较2019年3季度低点1.19，大涨237%。近期更是好消息频传，3，4月交车量超预期，大定数量增加迅速，更是拿到了合肥的战投。</span></p> <p><span><b>桥水继续加仓<a href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a></b></span></p> <p><span>桥水加仓了1.27万股<a href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a> .疫情带来的长假对爱奇艺用户增长短期内有较大的刺激，短期来看，由于疫情导致假期延长，爱奇艺的MAU以及付费用户将会有较大的增长。</span></p> <p><span><b>桥水增持<a href=\"https://laohu8.com/S/ZTO\">$中通快递(ZTO)$</a></b></span></p> <p><span>桥水加仓了2.7万股<a href=\"https://laohu8.com/S/ZTO\">$中通快递(ZTO)$</a>自2月10号开始，快递行业已开始全面复工，观测数据显示快递行业恢复明显高于酒店、电力、轨道交通等诸多行业，中通快递的订单量自二月上旬开始出现明显的反弹。此外，由于全国收费公路免收车辆通行费政策落地，这将有效削减快递公司一季度和二季度来自成本端的压力。</span><img src=\"https://static.tigerbbs.com/391d8f86cd49f4437233be20371145a9\" tg-width=\"1920\" tg-height=\"725\"><img src=\"https://static.tigerbbs.com/bdfec00fbbfa6acf4f3758460f772863\" tg-width=\"1920\" tg-height=\"725\"></p> <p><span><b>桥水大幅抛售银行股</b></span></p> <p><span>与巴菲特一样，桥水也在1季度大幅减持银行股，关于减持银行股的逻辑，可以看看这篇《抄底银行股？小心接飞刀》，短期来看，由于失业率攀升以及页岩油危机增加了投资银行股的不确定性，</span></p> <ul> \n <li><span>桥水清仓了188万股美国银行</span></li> \n <li><span>桥水清仓了88万股富国银行</span></li> \n <li><span>桥水清仓了64万股摩根大通</span></li> \n <li><span>桥水清仓了45万股花旗</span></li> \n <li><span>桥水清仓了33万股摩根士丹利</span></li> \n <li><span>桥水清仓了32万股美国合众银行</span></li> \n</ul> <p><span></span><img src=\"https://static.tigerbbs.com/db732a22b3c1a57ac478aa8b70eed03c\" tg-width=\"1920\" tg-height=\"725\"></p> <p><span></span><span><b>桥水大砍新兴市场ETF</b></span></p> <p><span>桥水在1季度没有增持任何ETF，除两只黄金类基金<a href=\"https://laohu8.com/S/IAU\">$黄金信托ETF(iShares)(IAU)$</a> 和<a href=\"https://laohu8.com/S/GLD\">$SPDR黄金ETF(GLD)$</a> 之外，桥水将几乎所有重仓的ETF的仓位都猛砍了50%左右。桥水基金对于这两只黄金ETF的持仓市值分别为6.61亿美元和1.93亿美元。</span></p> <ul> \n <li><span>桥水减仓1088万股VWO</span></li> \n <li><span>桥水减仓459万股IEMG</span></li> \n <li><span>桥水减仓343万股SPY</span></li> \n <li><span>桥水减仓281万股EWZ</span></li> \n <li><span>桥水减仓238万股EWT</span></li> \n <li><span>桥水减仓168万股VEA</span></li> \n</ul> <p><span></span><img src=\"https://static.tigerbbs.com/4de9571f5da731d9513e002b06d4b08a\" tg-width=\"1920\" tg-height=\"725\"></p></body></html>","htmlText":"<html><head></head><body><p><span>桥水Q1除了加仓蔚来和拼多多之外，中概股中还买卖了什么？继巴菲特之后，又一机构抛售银行股，银行股还能不能买？新兴市场ETF发生了什么？一文带你了解桥水的最新动向。</span></p> <p><img src=\"https://static.tigerbbs.com/1990ba14a1505d4549143afef333e79a\" tg-width=\"240\" tg-height=\"240\"><span>桥水基金向美国证监会（SEC）提交了2020年一季度的持仓报告。该报告显示，桥水一季度共清仓了251只股票、减仓的股票数量也达到191只，市值更是近乎腰斩。</span><img src=\"https://static.tigerbbs.com/713e8343383d565b3e2e700d4426a786\" tg-width=\"1920\" tg-height=\"725\"></p> <p><span><b>桥水对于中概的投资</b></span></p> <p><span><b>桥水看好拼多多，减持阿里京东</b></span></p> <p><span>相比于之前对于中概电商股的“雨露均沾”，桥水这回在加仓1.28万股<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 的同时，减仓了7.2万股<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 以及3.3万股<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 。这背后的逻辑：其实特卖、拼购行业比较特殊的点是在经济增速放缓时反而更景气。根据国际购物中心协会的数据每一次经济下行，对于折扣零售业来说都是一次巨大的机会。桥水在加仓拼多多的同时，建仓了5.2万股美国特卖网站The TJX Companies Inc</span></p> <p><span></span><img src=\"https://static.tigerbbs.com/c0f0094b0ff02f4f736652582c8001b5\" tg-width=\"1372\" tg-height=\"828\"><span><b>桥水连续多季度加仓<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a></b></span></p> <p><span>桥水自去年3季度建仓<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 之后，连续3个季度加仓蔚来，1季度加仓了3.8万股<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>，目前持有7.5万股蔚来。蔚来股价较2019年3季度低点1.19，大涨237%。近期更是好消息频传，3，4月交车量超预期，大定数量增加迅速，更是拿到了合肥的战投。</span></p> <p><span><b>桥水继续加仓<a href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a></b></span></p> <p><span>桥水加仓了1.27万股<a href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a> .疫情带来的长假对爱奇艺用户增长短期内有较大的刺激，短期来看，由于疫情导致假期延长，爱奇艺的MAU以及付费用户将会有较大的增长。</span></p> <p><span><b>桥水增持<a href=\"https://laohu8.com/S/ZTO\">$中通快递(ZTO)$</a></b></span></p> <p><span>桥水加仓了2.7万股<a href=\"https://laohu8.com/S/ZTO\">$中通快递(ZTO)$</a>自2月10号开始，快递行业已开始全面复工，观测数据显示快递行业恢复明显高于酒店、电力、轨道交通等诸多行业，中通快递的订单量自二月上旬开始出现明显的反弹。此外，由于全国收费公路免收车辆通行费政策落地，这将有效削减快递公司一季度和二季度来自成本端的压力。</span><img src=\"https://static.tigerbbs.com/391d8f86cd49f4437233be20371145a9\" tg-width=\"1920\" tg-height=\"725\"><img src=\"https://static.tigerbbs.com/bdfec00fbbfa6acf4f3758460f772863\" tg-width=\"1920\" tg-height=\"725\"></p> <p><span><b>桥水大幅抛售银行股</b></span></p> <p><span>与巴菲特一样，桥水也在1季度大幅减持银行股，关于减持银行股的逻辑，可以看看这篇《抄底银行股？小心接飞刀》，短期来看，由于失业率攀升以及页岩油危机增加了投资银行股的不确定性，</span></p> <ul> \n <li><span>桥水清仓了188万股美国银行</span></li> \n <li><span>桥水清仓了88万股富国银行</span></li> \n <li><span>桥水清仓了64万股摩根大通</span></li> \n <li><span>桥水清仓了45万股花旗</span></li> \n <li><span>桥水清仓了33万股摩根士丹利</span></li> \n <li><span>桥水清仓了32万股美国合众银行</span></li> \n</ul> <p><span></span><img src=\"https://static.tigerbbs.com/db732a22b3c1a57ac478aa8b70eed03c\" tg-width=\"1920\" tg-height=\"725\"></p> <p><span></span><span><b>桥水大砍新兴市场ETF</b></span></p> <p><span>桥水在1季度没有增持任何ETF，除两只黄金类基金<a href=\"https://laohu8.com/S/IAU\">$黄金信托ETF(iShares)(IAU)$</a> 和<a href=\"https://laohu8.com/S/GLD\">$SPDR黄金ETF(GLD)$</a> 之外，桥水将几乎所有重仓的ETF的仓位都猛砍了50%左右。桥水基金对于这两只黄金ETF的持仓市值分别为6.61亿美元和1.93亿美元。</span></p> <ul> \n <li><span>桥水减仓1088万股VWO</span></li> \n <li><span>桥水减仓459万股IEMG</span></li> \n <li><span>桥水减仓343万股SPY</span></li> \n <li><span>桥水减仓281万股EWZ</span></li> \n <li><span>桥水减仓238万股EWT</span></li> \n <li><span>桥水减仓168万股VEA</span></li> \n</ul> <p><span></span><img src=\"https://static.tigerbbs.com/4de9571f5da731d9513e002b06d4b08a\" tg-width=\"1920\" tg-height=\"725\"></p></body></html>","text":"桥水Q1除了加仓蔚来和拼多多之外，中概股中还买卖了什么？继巴菲特之后，又一机构抛售银行股，银行股还能不能买？新兴市场ETF发生了什么？一文带你了解桥水的最新动向。 桥水基金向美国证监会（SEC）提交了2020年一季度的持仓报告。该报告显示，桥水一季度共清仓了251只股票、减仓的股票数量也达到191只，市值更是近乎腰斩。 桥水对于中概的投资 桥水看好拼多多，减持阿里京东 相比于之前对于中概电商股的“雨露均沾”，桥水这回在加仓1.28万股$拼多多(PDD)$ 的同时，减仓了7.2万股$京东(JD)$ 以及3.3万股$阿里巴巴(BABA)$ 。这背后的逻辑：其实特卖、拼购行业比较特殊的点是在经济增速放缓时反而更景气。根据国际购物中心协会的数据每一次经济下行，对于折扣零售业来说都是一次巨大的机会。桥水在加仓拼多多的同时，建仓了5.2万股美国特卖网站The TJX Companies Inc 桥水连续多季度加仓$蔚来(NIO)$ 桥水自去年3季度建仓$蔚来(NIO)$ 之后，连续3个季度加仓蔚来，1季度加仓了3.8万股$蔚来(NIO)$，目前持有7.5万股蔚来。蔚来股价较2019年3季度低点1.19，大涨237%。近期更是好消息频传，3，4月交车量超预期，大定数量增加迅速，更是拿到了合肥的战投。 桥水继续加仓$爱奇艺(IQ)$ 桥水加仓了1.27万股$爱奇艺(IQ)$ .疫情带来的长假对爱奇艺用户增长短期内有较大的刺激，短期来看，由于疫情导致假期延长，爱奇艺的MAU以及付费用户将会有较大的增长。 桥水增持$中通快递(ZTO)$ 桥水加仓了2.7万股$中通快递(ZTO)$自2月10号开始，快递行业已开始全面复工，观测数据显示快递行业恢复明显高于酒店、电力、轨道交通等诸多行业，中通快递的订单量自二月上旬开始出现明显的反弹。此外，由于全国收费公路免收车辆通行费政策落地，这将有效削减快递公司一季度和二季度来自成本端的压力。 桥水大幅抛售银行股 与巴菲特一样，桥水也在1季度大幅减持银行股，关于减持银行股的逻辑，可以看看这篇《抄底银行股？小心接飞刀》，短期来看，由于失业率攀升以及页岩油危机增加了投资银行股的不确定性， 桥水清仓了188万股美国银行 桥水清仓了88万股富国银行 桥水清仓了64万股摩根大通 桥水清仓了45万股花旗 桥水清仓了33万股摩根士丹利 桥水清仓了32万股美国合众银行 桥水大砍新兴市场ETF 桥水在1季度没有增持任何ETF，除两只黄金类基金$黄金信托ETF(iShares)(IAU)$ 和$SPDR黄金ETF(GLD)$ 之外，桥水将几乎所有重仓的ETF的仓位都猛砍了50%左右。桥水基金对于这两只黄金ETF的持仓市值分别为6.61亿美元和1.93亿美元。 桥水减仓1088万股VWO 桥水减仓459万股IEMG 桥水减仓343万股SPY 桥水减仓281万股EWZ 桥水减仓238万股EWT 桥水减仓168万股VEA","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/959334931","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["NIO","BABA","ZTO","IQ","JD","IAU","PDD","GLD"],"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":2051,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":1542,"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":25,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/959101792"}