悠等生2018
2020-05-18
这篇文章不错,转发给大家看
@阿曼曼:
景林资产趁美股暴跌大举抄底中概股,电商皆重仓!
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<p><span>景林在第一季度大举买入中概股,尤其是</span><a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a><span> (买入约425万股)、</span><a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a><span> (买入约213万股)、</span><a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a><span> (买入100万股)、</span><a target=\"_blank\" href=\"https://laohu8.com/S/ZTO\">$中通快递(ZTO)$</a><span> (买入约82万股)、</span><a target=\"_blank\" href=\"https://laohu8.com/S/TCOM\">$携程网(TCOM)$</a><span> (买入约68万股),</span><a target=\"_blank\" href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a><span> (买入约55万股),另外还增持了有道、唯品会、Bilibili、阿里巴巴等,几乎覆盖了中概股龙头标的。</span></p> <p>特别是电商公司,几乎增持所有电商股,4月以来,电商股出现了强烈的反弹,拼多多和京东都创了新高。</p> <p>另外,再一次强调中通,这是我从景林之前持仓关注的股票,它也创新高了。新进买入的百度也非常值得特别提示,百度现在的估值是中概龙头中最低的,我理解景林买入就是买低估值。</p> <p>其他美股方面,景林在第一季度增持了<span>微软、Facebook、Uber和东南亚游戏公司</span><a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a><span> 。</span><img src=\"https://static.tigerbbs.com/1718030c512a69e365918acacc6f0286\" tg-width=\"3837\" tg-height=\"1808\">景林并非光买不卖,但可以看到减持的个股数量远低于增持。报告显示第一季度清仓了<a target=\"_blank\" href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a> 、微博、特斯拉等。清仓新东方还是很叫人意外,景林一直是两大教育股的多头,但这一次它增持好未来,却卖出新东方,值得深思。<img src=\"https://static.tigerbbs.com/8328ebff2ecb67aaf92bae3b634c692b\" tg-width=\"3814\" tg-height=\"1854\">从整体仓位看,<span>阿里巴巴仍是景林第一大重仓股,占总仓位高达35%;第二大重仓股为Facebook,占比达13%,这两个在第一季度都不同程度增持。第三、四大重仓则是第一季度新买入的京东和拼多多,分别占比达9%和6%。可见景林对中国电商的偏好程度。</span><img src=\"https://static.tigerbbs.com/9b7f6474000927a80f424105bb25c494\" tg-width=\"3851\" tg-height=\"1890\"></p></body></html>","htmlText":"<html><head></head><body><p>中国<span>明星私募基金景林资产向SEC提交一季度13F美股持仓报告,报告显示,截至3月31日,景林持有美股资产总额22.57亿美元,相较于2019年四季度末持仓的18.47亿,再次录得大幅净增持。</span></p> <p><span>景林在第一季度大举买入中概股,尤其是</span><a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a><span> (买入约425万股)、</span><a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a><span> (买入约213万股)、</span><a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a><span> (买入100万股)、</span><a target=\"_blank\" href=\"https://laohu8.com/S/ZTO\">$中通快递(ZTO)$</a><span> (买入约82万股)、</span><a target=\"_blank\" href=\"https://laohu8.com/S/TCOM\">$携程网(TCOM)$</a><span> (买入约68万股),</span><a target=\"_blank\" href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a><span> (买入约55万股),另外还增持了有道、唯品会、Bilibili、阿里巴巴等,几乎覆盖了中概股龙头标的。</span></p> <p>特别是电商公司,几乎增持所有电商股,4月以来,电商股出现了强烈的反弹,拼多多和京东都创了新高。</p> <p>另外,再一次强调中通,这是我从景林之前持仓关注的股票,它也创新高了。新进买入的百度也非常值得特别提示,百度现在的估值是中概龙头中最低的,我理解景林买入就是买低估值。</p> <p>其他美股方面,景林在第一季度增持了<span>微软、Facebook、Uber和东南亚游戏公司</span><a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a><span> 。</span><img src=\"https://static.tigerbbs.com/1718030c512a69e365918acacc6f0286\" tg-width=\"3837\" tg-height=\"1808\">景林并非光买不卖,但可以看到减持的个股数量远低于增持。报告显示第一季度清仓了<a target=\"_blank\" href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a> 、微博、特斯拉等。清仓新东方还是很叫人意外,景林一直是两大教育股的多头,但这一次它增持好未来,却卖出新东方,值得深思。<img src=\"https://static.tigerbbs.com/8328ebff2ecb67aaf92bae3b634c692b\" tg-width=\"3814\" tg-height=\"1854\">从整体仓位看,<span>阿里巴巴仍是景林第一大重仓股,占总仓位高达35%;第二大重仓股为Facebook,占比达13%,这两个在第一季度都不同程度增持。第三、四大重仓则是第一季度新买入的京东和拼多多,分别占比达9%和6%。可见景林对中国电商的偏好程度。</span><img src=\"https://static.tigerbbs.com/9b7f6474000927a80f424105bb25c494\" tg-width=\"3851\" tg-height=\"1890\"></p></body></html>","text":"中国明星私募基金景林资产向SEC提交一季度13F美股持仓报告,报告显示,截至3月31日,景林持有美股资产总额22.57亿美元,相较于2019年四季度末持仓的18.47亿,再次录得大幅净增持。 景林在第一季度大举买入中概股,尤其是$京东(JD)$ (买入约425万股)、$拼多多(PDD)$ (买入约213万股)、$百度(BIDU)$ (买入100万股)、$中通快递(ZTO)$ (买入约82万股)、$携程网(TCOM)$ (买入约68万股),$好未来(TAL)$ (买入约55万股),另外还增持了有道、唯品会、Bilibili、阿里巴巴等,几乎覆盖了中概股龙头标的。 特别是电商公司,几乎增持所有电商股,4月以来,电商股出现了强烈的反弹,拼多多和京东都创了新高。 另外,再一次强调中通,这是我从景林之前持仓关注的股票,它也创新高了。新进买入的百度也非常值得特别提示,百度现在的估值是中概龙头中最低的,我理解景林买入就是买低估值。 其他美股方面,景林在第一季度增持了微软、Facebook、Uber和东南亚游戏公司$Sea Ltd(SE)$ 。景林并非光买不卖,但可以看到减持的个股数量远低于增持。报告显示第一季度清仓了$新东方(EDU)$ 、微博、特斯拉等。清仓新东方还是很叫人意外,景林一直是两大教育股的多头,但这一次它增持好未来,却卖出新东方,值得深思。从整体仓位看,阿里巴巴仍是景林第一大重仓股,占总仓位高达35%;第二大重仓股为Facebook,占比达13%,这两个在第一季度都不同程度增持。第三、四大重仓则是第一季度新买入的京东和拼多多,分别占比达9%和6%。可见景林对中国电商的偏好程度。","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/950587088","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["SE","EDU","ZTO","BIDU","JD","TCOM","PDD","TAL"],"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":1169,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":749,"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/959361546"}
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