Herbert
2020-08-25
这篇文章不错，转发给大家看
@孟浩：
桥水Q2除了大举增持蔚来，还买了什么？
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target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a><img src=\"https://static.tigerbbs.com/bf8d1b8bf56d311f0945a92ace300b9a\" tg-width=\"567\" tg-height=\"378\"></p> <p>据桥水基金8月12日向美国证监会（SEC）提交的持仓报告，以期末市场价格计算持仓头寸达59.61亿美元，相较于20年一季度末的50.39亿美元小幅增长18%。二季度阿里巴巴跻身桥水基金美股第六大重仓股。一直以来，桥水基金前十大重仓股由ETF占据，这次罕见地将个股调至前十大重仓。<img src=\"https://static.tigerbbs.com/86825c7a10e6621b13970cb2b7970f5f\" tg-width=\"1278\" tg-height=\"478\"><b>大幅加仓黄金ETF、标普500指数ETF</b></p> <p>二季度末，桥水基金的前十大持仓依然以ETF为主，跟踪标普500指数的ETF<a target=\"_blank\" href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a>仍是第一大持仓资产，在本季度桥水大幅增持148万股。</p> <p>与此同时，桥水也在2季度大幅增持黄金相关的头寸，比如增持141万股<a target=\"_blank\" href=\"https://laohu8.com/S/GLD\">$SPDR黄金ETF(GLD)$，</a> 以及412万股<a target=\"_blank\" href=\"https://laohu8.com/S/IAU\">$黄金信托ETF(iShares)(IAU)$</a>,是继1季度之后，又一次大幅增持黄金。<a target=\"_blank\" href=\"https://laohu8.com/S/GLD\"></a><img src=\"https://static.tigerbbs.com/45e786de79a742cec44393c47d6a4cdc\" tg-width=\"1918\" tg-height=\"817\">这两只黄金相关的ETF, 在二季度美股大幅反弹之际，也出现了反弹，近期随着黄金期货的大涨，它们在7月也开启了一轮 大 涨。<img src=\"https://static.tigerbbs.com/e4045aafff4e6079d62a39d3e3888b26\" tg-width=\"2339\" tg-height=\"1080\"><b>看涨中国</b></p> <p>一直以来，桥水热衷于投资新兴市场相关的ETF,不过在本季度，这项投资出现了分化，桥水加仓了419万股<a target=\"_blank\" href=\"https://laohu8.com/S/FXI\">$中国大盘股ETF-iShares(FXI)$</a>，191万股<a target=\"_blank\" href=\"https://laohu8.com/S/MCHI\">$中国ETF-iShares MSCI(MCHI)$</a>的同时，他减持了巴西，印度韩国相关的ETF。<img src=\"https://static.tigerbbs.com/45e786de79a742cec44393c47d6a4cdc\" tg-width=\"1918\" tg-height=\"817\"><img src=\"https://static.tigerbbs.com/6ff8ae271024d9b4a60a21d161f00f1f\" tg-width=\"1918\" tg-height=\"817\"></p> <p><b>桥水在本季度大举买入中概股</b></p> <p><b>桥水加仓阿里，拼多多和京东</b></p> <p>桥水在1季度由于看衰中国经济，加仓1.28万股<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>的同时，减仓了7.2万股<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 以及3.3万股<a target=\"_blank\" 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。</p> <p>而2季度却一反常态，重新买入了三大电商股阿里京东和拼多多，其背后的逻辑是：上半年我国经济先降后升，二季度经济增长由负转正，主要指标恢复性增长，经济运行稳步复苏，基本民生保障有力，市场预期总体向好，社会发展大局稳定。而伴随着2季度中国经济回暖，桥水在2季度又重新买入了京东阿里巴巴和拼多多，加仓京东99万股，加仓阿里巴巴67万股，加仓拼多多60万股，与此同时也加仓了54万股中通快递。<img src=\"https://static.tigerbbs.com/457f616171390c4b2dc057bc81a5c9ff\" tg-width=\"1918\" tg-height=\"817\"><b>桥水加仓蔚来，减仓特斯拉</b></p> <p>桥水除了对于电商的投资之外，另一大亮点就是对于蔚来和特斯拉的投资。桥水在2季度买入了78万股<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>，与此同时减持了7256股<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>。<img src=\"https://static.tigerbbs.com/0a75f7d62dd96ce1cf5ef5a571f5ffc2\" tg-width=\"1918\" tg-height=\"817\"><img src=\"https://static.tigerbbs.com/b8ea001deb711491c26b675d2aca9fff\" tg-width=\"1918\" tg-height=\"817\">电动车一直是今年投资的热点，特斯拉2020年至今上涨了270%，蔚来股价在2020年大涨232%。<img src=\"https://static.tigerbbs.com/74872a63fbd2752224dd02813ada4a29\" tg-width=\"2339\" tg-height=\"1080\">桥水自去年3季度建仓$蔚来(NIO)$ 之后，连续4个季度加仓蔚来，2季度加仓了78万股$蔚来(NIO)$，目前持有85万股蔚来。近期蔚来更是好消息频传，2季度交车数据与财报大超预期，毛利转正，净亏损持续减少。</p></body></html>","htmlText":"<html><head></head><body><p>桥水Q2加仓蔚来和京东之外，中概股中还买卖了什么？一文带你了解桥水的最新动向。<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a><img src=\"https://static.tigerbbs.com/bf8d1b8bf56d311f0945a92ace300b9a\" tg-width=\"567\" tg-height=\"378\"></p> <p>据桥水基金8月12日向美国证监会（SEC）提交的持仓报告，以期末市场价格计算持仓头寸达59.61亿美元，相较于20年一季度末的50.39亿美元小幅增长18%。二季度阿里巴巴跻身桥水基金美股第六大重仓股。一直以来，桥水基金前十大重仓股由ETF占据，这次罕见地将个股调至前十大重仓。<img src=\"https://static.tigerbbs.com/86825c7a10e6621b13970cb2b7970f5f\" tg-width=\"1278\" tg-height=\"478\"><b>大幅加仓黄金ETF、标普500指数ETF</b></p> <p>二季度末，桥水基金的前十大持仓依然以ETF为主，跟踪标普500指数的ETF<a target=\"_blank\" href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a>仍是第一大持仓资产，在本季度桥水大幅增持148万股。</p> <p>与此同时，桥水也在2季度大幅增持黄金相关的头寸，比如增持141万股<a target=\"_blank\" href=\"https://laohu8.com/S/GLD\">$SPDR黄金ETF(GLD)$，</a> 以及412万股<a target=\"_blank\" href=\"https://laohu8.com/S/IAU\">$黄金信托ETF(iShares)(IAU)$</a>,是继1季度之后，又一次大幅增持黄金。<a target=\"_blank\" href=\"https://laohu8.com/S/GLD\"></a><img src=\"https://static.tigerbbs.com/45e786de79a742cec44393c47d6a4cdc\" tg-width=\"1918\" tg-height=\"817\">这两只黄金相关的ETF, 在二季度美股大幅反弹之际，也出现了反弹，近期随着黄金期货的大涨，它们在7月也开启了一轮 大 涨。<img src=\"https://static.tigerbbs.com/e4045aafff4e6079d62a39d3e3888b26\" tg-width=\"2339\" tg-height=\"1080\"><b>看涨中国</b></p> <p>一直以来，桥水热衷于投资新兴市场相关的ETF,不过在本季度，这项投资出现了分化，桥水加仓了419万股<a target=\"_blank\" href=\"https://laohu8.com/S/FXI\">$中国大盘股ETF-iShares(FXI)$</a>，191万股<a target=\"_blank\" href=\"https://laohu8.com/S/MCHI\">$中国ETF-iShares MSCI(MCHI)$</a>的同时，他减持了巴西，印度韩国相关的ETF。<img src=\"https://static.tigerbbs.com/45e786de79a742cec44393c47d6a4cdc\" tg-width=\"1918\" tg-height=\"817\"><img src=\"https://static.tigerbbs.com/6ff8ae271024d9b4a60a21d161f00f1f\" tg-width=\"1918\" tg-height=\"817\"></p> <p><b>桥水在本季度大举买入中概股</b></p> <p><b>桥水加仓阿里，拼多多和京东</b></p> <p>桥水在1季度由于看衰中国经济，加仓1.28万股<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>的同时，减仓了7.2万股<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 以及3.3万股<a target=\"_blank\" 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。</p> <p>而2季度却一反常态，重新买入了三大电商股阿里京东和拼多多，其背后的逻辑是：上半年我国经济先降后升，二季度经济增长由负转正，主要指标恢复性增长，经济运行稳步复苏，基本民生保障有力，市场预期总体向好，社会发展大局稳定。而伴随着2季度中国经济回暖，桥水在2季度又重新买入了京东阿里巴巴和拼多多，加仓京东99万股，加仓阿里巴巴67万股，加仓拼多多60万股，与此同时也加仓了54万股中通快递。<img src=\"https://static.tigerbbs.com/457f616171390c4b2dc057bc81a5c9ff\" tg-width=\"1918\" tg-height=\"817\"><b>桥水加仓蔚来，减仓特斯拉</b></p> <p>桥水除了对于电商的投资之外，另一大亮点就是对于蔚来和特斯拉的投资。桥水在2季度买入了78万股<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>，与此同时减持了7256股<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>。<img src=\"https://static.tigerbbs.com/0a75f7d62dd96ce1cf5ef5a571f5ffc2\" tg-width=\"1918\" tg-height=\"817\"><img src=\"https://static.tigerbbs.com/b8ea001deb711491c26b675d2aca9fff\" tg-width=\"1918\" tg-height=\"817\">电动车一直是今年投资的热点，特斯拉2020年至今上涨了270%，蔚来股价在2020年大涨232%。<img src=\"https://static.tigerbbs.com/74872a63fbd2752224dd02813ada4a29\" tg-width=\"2339\" tg-height=\"1080\">桥水自去年3季度建仓$蔚来(NIO)$ 之后，连续4个季度加仓蔚来，2季度加仓了78万股$蔚来(NIO)$，目前持有85万股蔚来。近期蔚来更是好消息频传，2季度交车数据与财报大超预期，毛利转正，净亏损持续减少。</p></body></html>","text":"桥水Q2加仓蔚来和京东之外，中概股中还买卖了什么？一文带你了解桥水的最新动向。$蔚来(NIO)$ $京东(JD)$ 据桥水基金8月12日向美国证监会（SEC）提交的持仓报告，以期末市场价格计算持仓头寸达59.61亿美元，相较于20年一季度末的50.39亿美元小幅增长18%。二季度阿里巴巴跻身桥水基金美股第六大重仓股。一直以来，桥水基金前十大重仓股由ETF占据，这次罕见地将个股调至前十大重仓。大幅加仓黄金ETF、标普500指数ETF 二季度末，桥水基金的前十大持仓依然以ETF为主，跟踪标普500指数的ETF$标普500ETF(SPY)$仍是第一大持仓资产，在本季度桥水大幅增持148万股。 与此同时，桥水也在2季度大幅增持黄金相关的头寸，比如增持141万股$SPDR黄金ETF(GLD)$， 以及412万股$黄金信托ETF(iShares)(IAU)$,是继1季度之后，又一次大幅增持黄金。这两只黄金相关的ETF, 在二季度美股大幅反弹之际，也出现了反弹，近期随着黄金期货的大涨，它们在7月也开启了一轮 大 涨。看涨中国 一直以来，桥水热衷于投资新兴市场相关的ETF,不过在本季度，这项投资出现了分化，桥水加仓了419万股$中国大盘股ETF-iShares(FXI)$，191万股$中国ETF-iShares MSCI(MCHI)$的同时，他减持了巴西，印度韩国相关的ETF。 桥水在本季度大举买入中概股 桥水加仓阿里，拼多多和京东 桥水在1季度由于看衰中国经济，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。 而2季度却一反常态，重新买入了三大电商股阿里京东和拼多多，其背后的逻辑是：上半年我国经济先降后升，二季度经济增长由负转正，主要指标恢复性增长，经济运行稳步复苏，基本民生保障有力，市场预期总体向好，社会发展大局稳定。而伴随着2季度中国经济回暖，桥水在2季度又重新买入了京东阿里巴巴和拼多多，加仓京东99万股，加仓阿里巴巴67万股，加仓拼多多60万股，与此同时也加仓了54万股中通快递。桥水加仓蔚来，减仓特斯拉 桥水除了对于电商的投资之外，另一大亮点就是对于蔚来和特斯拉的投资。桥水在2季度买入了78万股$蔚来(NIO)$，与此同时减持了7256股$特斯拉(TSLA)$。电动车一直是今年投资的热点，特斯拉2020年至今上涨了270%，蔚来股价在2020年大涨232%。桥水自去年3季度建仓$蔚来(NIO)$ 之后，连续4个季度加仓蔚来，2季度加仓了78万股$蔚来(NIO)$，目前持有85万股蔚来。近期蔚来更是好消息频传，2季度交车数据与财报大超预期，毛利转正，净亏损持续减少。","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/947852325","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["JD","NIO","SPY","IAU","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":2033,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":1334,"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/979704278"}
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