米莫的个人主页 - 老虎社区

米莫

暂无个人介绍

IP属地：陕西

91关注

2粉丝

0主题

0勋章

2019-01-24

$拼多多(PDD)$ 拉高出货🐶庄

2019-08-09

$国泰航空(00293)$还不倒闭

2020-01-09

$蔚来(NIO)$害怕

2018-11-15

$碧桂园(02007)$ 空起来了

2020-12-31

$哔哩哔哩(BILI)$还开始打广告了

2020-12-31

$哔哩哔哩(BILI)$第二个春晚[捂脸] [捂脸] [捂脸]

2018-11-01

$Match Group, Inc.(MTCH)$ 6号会不会现原形

2021-03-31

$小米集团-W(01810)$高开低走嘛醒醒

2020-01-09

$特斯拉(TSLA)$换手率不低啊

2018-10-25

$碧桂园(02007)$ 员工买股，真是垃圾企业

2017-12-01

碧桂园去年才3000亿销售，今年业绩可喜，能支撑多高股价

$碧桂园(02007)$这个点入

碧桂园去年才3000亿销售，今年业绩可喜，能支撑多高股价

2021-04-14

$Coinbase Global, Inc.(COIN)$是不是跌了

2021-02-18

这篇文章不错，转发给大家看

高瓴持仓股曝光：最牛股赚超68亿，悄悄重仓3大板块

2020-04-02

$瑞幸咖啡(LK)$这样罚金要把瑞幸罚个底掉啊

2017-07-19

跌的好惨

$Snap Inc(SNAP)$13能打住不

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3446839255878588","uuid":"3446839255878588","gmtCreate":1484096098248,"gmtModify":1613044005567,"name":"米莫","pinyin":"mmmimo","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/cef876e3e30eda91dd404d9fccf69790","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":91,"tweetSize":15,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.07.04","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.56%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.35%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":3,"crmLevelSwitch":0,"location":"陕西","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":344236575,"gmtCreate":1618409505397,"gmtModify":1618409505397,"author":{"id":"3446839255878588","authorId":"3446839255878588","name":"米莫","avatar":"https://static.tigerbbs.com/cef876e3e30eda91dd404d9fccf69790","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3446839255878588","idStr":"3446839255878588"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>是不是跌了","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>是不是跌了","text":"$Coinbase Global, Inc.(COIN)$是不是跌了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344236575","isVote":1,"tweetType":1,"viewCount":1627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354807699,"gmtCreate":1617155733711,"gmtModify":1617155733711,"author":{"id":"3446839255878588","authorId":"3446839255878588","name":"米莫","avatar":"https://static.tigerbbs.com/cef876e3e30eda91dd404d9fccf69790","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3446839255878588","idStr":"3446839255878588"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>高开低走嘛醒醒","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>高开低走嘛醒醒","text":"$小米集团-W(01810)$高开低走嘛醒醒","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354807699","isVote":1,"tweetType":1,"viewCount":1615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384030641,"gmtCreate":1613581941483,"gmtModify":1613581941483,"author":{"id":"3446839255878588","authorId":"3446839255878588","name":"米莫","avatar":"https://static.tigerbbs.com/cef876e3e30eda91dd404d9fccf69790","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3446839255878588","idStr":"3446839255878588"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384030641","repostId":"2111003301","repostType":2,"repost":{"id":"2111003301","kind":"highlight","weMediaInfo":{"introduction":"数据宝——中国股市大数据新媒体领先品牌，让您用手机也能从海量数据中获得有用的决策信息支持，数据是个宝，炒股不烦恼！","home_visible":1,"media_name":"数据宝","id":"41","head_image":"https://static.tigerbbs.com/462b2cc98f70412d82b85c0c4f356ccc"},"pubTimestamp":1613353180,"share":"https://www.laohu8.com/m/news/2111003301?lang=&edition=full","pubTime":"2021-02-15 09:39","market":"fut","language":"zh","title":"高瓴持仓股曝光：最牛股赚超68亿，悄悄重仓3大板块","url":"https://stock-news.laohu8.com/highlight/detail?id=2111003301","media":"数据宝","summary":"高瓴持仓新动向曝光。高瓴的持仓动向一直以来备受投资者们关注。近日，高瓴在美国证券交易委员会（SEC）提交了关于2020年四季度末的美股持仓情况。数据显示，截至2020年12月31日的第四季度，高瓴美股","content":"<p>高瓴持仓新动向曝光。</p><p>高瓴的持仓动向一直以来备受投资者们关注。近日，高瓴在美国证券交易委员会（SEC）提交了关于2020年四季度末的美股持仓情况。</p><p>数据显示，截至2020年12月31日的第四季度，高瓴美股持仓从2019年末的54家公司增长到95家公司，总市值达125.78亿美元。</p><p>从数量来看，中概股占比近30%；从持有市值来看，中概股占比超60%，说明中概股依然占据强势地位，去年四季度上市的完美日记、<a href=\"https://laohu8.com/S/MNSO\">名创优品</a>等高瓴一级市场投资的项目也出现在高瓴四季度持仓名单上。从高瓴2020年四季度的美股持仓情况来看，医药、硬科技、消费是最重要的三条投资主线，特别是四季度，高瓴继续加大了对医药医疗赛道的投资，进一步夯实了在医药医疗领域的领先地位。</p><p><b>在高瓴四季度新进与增持的28家企业中，15家都是生物制药领域的企业。其中，高瓴连续投资了8次的<a href=\"https://laohu8.com/S/BGNE\">百济神州</a></b>，多个季度位列前五大重仓股，在此次四季度持仓数据中，<a href=\"https://laohu8.com/S/06160\">百济神州</a>的持有市值继续排在第2位。除了二级市场之外，高瓴在一级市场中也十分关注医药板块，在过去一年中，高瓴斩获22个医疗企业IPO。据悉，高瓴已在全球范围内完成了生物医药、医疗器械、医疗服务、医药外包、医药零售等领域的完整布局。累计投资了200多家企业，其中中国企业超过100家，总投资额近2000亿元人民币。</p><p>高瓴创始人张磊今年1月在<a href=\"https://laohu8.com/S/00662\">亚洲金融</a>论坛中明确表示，后疫情时代，医疗产业仍将是高瓴未来重点发力的对象。</p><p><img src=\"https://static.tigerbbs.com/ab542a28e3224fdd9a30cac3b0e6685b\" tg-width=\"1080\" tg-height=\"617\" referrerpolicy=\"no-referrer\"></p><p><b>高瓴清仓多只新能源车概念股</b></p><p><b>四季度从<a href=\"https://laohu8.com/S/PDD\">拼多多</a>赚68亿</b></p><p>值得注意的是，由于高瓴资本在四季度中显著减持多只重仓股，该基金持仓规模与三季度的132.02亿美元相比，在四季度小幅下降。</p><p><b>四季度中，高瓴清仓了13家公司，包括<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>等。</b>预计其清仓原因主要是由于新能源车经历了阶段性高涨，目前高瓴在新能源车板块已经斩获可观收益，清仓不一定是看空新能源车板块，高瓴曾表示，持续看好新能源产业链上、中游的新材料和电池等领域，且去年下半年以来，高瓴重仓投资了A股的<a href=\"https://laohu8.com/S/601012\">隆基股份</a>、<a href=\"https://laohu8.com/S/600438\">通威股份</a>、<a href=\"https://laohu8.com/S/300750\">宁德时代</a>、<a href=\"https://laohu8.com/S/002812\">恩捷股份</a>和港股的<a href=\"https://laohu8.com/S/03868\">信义能源</a>等光伏和锂电企业。</p><p><a href=\"https://laohu8.com/S/PDD\">拼多多</a>由第六大重仓股上升至第一大重仓股。但位次的上升主要是由于拼多多市值增长所带来的上升。从持仓情况来看，拼多多持股数变动甚微，只环比增长0.24%。根据测算，四季度高瓴在拼多多上的浮盈超过68亿元。</p><p><img src=\"https://static.tigerbbs.com/9fca4a00bfcf4c6dbda001b5dbc0c686\" tg-width=\"1080\" tg-height=\"203\" referrerpolicy=\"no-referrer\"></p><p><b>高瓴资本A股布局全名单出炉</b></p><p>考虑到高瓴资本的投资动向已经成为不少投资者的参考标本，证券时报·数据宝梳理出最新高瓴资本在A股市场上布局的股票全名单，合计28股。高瓴资本所持股票主要分布在医药生物、消费、新能源、电气设备和家用电器等板块。</p><p>如果按照最新收盘价来统计年内股价上涨幅度，高瓴资本持仓的这28只股中，有11只股的股价在今年年内涨幅超20%，分别是<a href=\"https://laohu8.com/S/600438\">通威股份</a>、<a href=\"https://laohu8.com/S/WX\">药明康德</a>、<a href=\"https://laohu8.com/S/300529\">健帆生物</a>、<a href=\"https://laohu8.com/S/601012\">隆基股份</a>、<a href=\"https://laohu8.com/S/603882\">金域医学</a>、<a href=\"https://laohu8.com/S/002007\">华兰生物</a>、<a href=\"https://laohu8.com/S/300676\">华大基因</a>、<a href=\"https://laohu8.com/S/603087\">甘李药业</a>、<a href=\"https://laohu8.com/S/300285\">国瓷材料</a>、<a href=\"https://laohu8.com/S/300015\">爱尔眼科</a>和<a href=\"https://laohu8.com/S/300244\">迪安诊断</a>。</p><p>如果将时间区间拉长，按照2020年以来的股价表现来看，28股中有18股的股价实现翻倍上涨，其中隆基股份和通威股份的股价累积涨幅均超过3倍。<a href=\"https://laohu8.com/S/300750\">宁德时代</a>、<a href=\"https://laohu8.com/S/603719\">良品铺子</a>、<a href=\"https://laohu8.com/S/603882\">金域医学</a>、<a href=\"https://laohu8.com/S/300347\">泰格医药</a>和<a href=\"https://laohu8.com/S/300015\">爱尔眼科</a>的股价涨幅均超过2倍。由此可见，高瓴资本的投资战绩确实优异。</p><p><b>今年以来，高瓴资本新入股2只A股标的。</b><a href=\"https://laohu8.com/S/300244\">迪安诊断</a>1月8日晚公告，控股子公司杭州凯莱谱精准医疗检测技术有限公司拟增资1.5亿元引进3个财务投资人。其中，珠海高瓴悠恒股权投资合伙企业（有限合伙）拟向凯莱谱增资8000万元。本次增资完成后，高瓴持有凯莱谱7.62%的股权。</p><p>2月1日晚间，基因检测龙头<a href=\"https://laohu8.com/S/300676\">华大基因</a>披露向特定对象发行股票发行情况报告书，确定此次发行价格为145元/股，发行股数1381.43万股，募集资金总额约20.03亿元。4家获配机构中，天津礼仁投资管理合伙企业是高瓴资本旗下的人民币二级市场的私募基金，此次认购资金在5.03亿元，认购价格在145元/股，较当前股价无较多折价。定增锁定期是6个月。此次定增之后，高瓴新进为公司第八大股东，持股比例为1.02%。</p><p><img src=\"https://static.tigerbbs.com/f8b187e10d7e43a0ae130690d43350c7\" tg-width=\"1080\" tg-height=\"1371\" referrerpolicy=\"no-referrer\"></p><p>声明：数据宝所有资讯内容不构成投资建议，股市有风险，投资需谨慎。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高瓴持仓股曝光：最牛股赚超68亿，悄悄重仓3大板块</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高瓴持仓股曝光：最牛股赚超68亿，悄悄重仓3大板块\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/41\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/462b2cc98f70412d82b85c0c4f356ccc);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">数据宝 </p>\n<p class=\"h-time\">2021-02-15 09:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>高瓴持仓新动向曝光。</p><p>高瓴的持仓动向一直以来备受投资者们关注。近日，高瓴在美国证券交易委员会（SEC）提交了关于2020年四季度末的美股持仓情况。</p><p>数据显示，截至2020年12月31日的第四季度，高瓴美股持仓从2019年末的54家公司增长到95家公司，总市值达125.78亿美元。</p><p>从数量来看，中概股占比近30%；从持有市值来看，中概股占比超60%，说明中概股依然占据强势地位，去年四季度上市的完美日记、<a href=\"https://laohu8.com/S/MNSO\">名创优品</a>等高瓴一级市场投资的项目也出现在高瓴四季度持仓名单上。从高瓴2020年四季度的美股持仓情况来看，医药、硬科技、消费是最重要的三条投资主线，特别是四季度，高瓴继续加大了对医药医疗赛道的投资，进一步夯实了在医药医疗领域的领先地位。</p><p><b>在高瓴四季度新进与增持的28家企业中，15家都是生物制药领域的企业。其中，高瓴连续投资了8次的<a href=\"https://laohu8.com/S/BGNE\">百济神州</a></b>，多个季度位列前五大重仓股，在此次四季度持仓数据中，<a href=\"https://laohu8.com/S/06160\">百济神州</a>的持有市值继续排在第2位。除了二级市场之外，高瓴在一级市场中也十分关注医药板块，在过去一年中，高瓴斩获22个医疗企业IPO。据悉，高瓴已在全球范围内完成了生物医药、医疗器械、医疗服务、医药外包、医药零售等领域的完整布局。累计投资了200多家企业，其中中国企业超过100家，总投资额近2000亿元人民币。</p><p>高瓴创始人张磊今年1月在<a href=\"https://laohu8.com/S/00662\">亚洲金融</a>论坛中明确表示，后疫情时代，医疗产业仍将是高瓴未来重点发力的对象。</p><p><img src=\"https://static.tigerbbs.com/ab542a28e3224fdd9a30cac3b0e6685b\" tg-width=\"1080\" tg-height=\"617\" referrerpolicy=\"no-referrer\"></p><p><b>高瓴清仓多只新能源车概念股</b></p><p><b>四季度从<a href=\"https://laohu8.com/S/PDD\">拼多多</a>赚68亿</b></p><p>值得注意的是，由于高瓴资本在四季度中显著减持多只重仓股，该基金持仓规模与三季度的132.02亿美元相比，在四季度小幅下降。</p><p><b>四季度中，高瓴清仓了13家公司，包括<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>等。</b>预计其清仓原因主要是由于新能源车经历了阶段性高涨，目前高瓴在新能源车板块已经斩获可观收益，清仓不一定是看空新能源车板块，高瓴曾表示，持续看好新能源产业链上、中游的新材料和电池等领域，且去年下半年以来，高瓴重仓投资了A股的<a href=\"https://laohu8.com/S/601012\">隆基股份</a>、<a href=\"https://laohu8.com/S/600438\">通威股份</a>、<a href=\"https://laohu8.com/S/300750\">宁德时代</a>、<a href=\"https://laohu8.com/S/002812\">恩捷股份</a>和港股的<a href=\"https://laohu8.com/S/03868\">信义能源</a>等光伏和锂电企业。</p><p><a href=\"https://laohu8.com/S/PDD\">拼多多</a>由第六大重仓股上升至第一大重仓股。但位次的上升主要是由于拼多多市值增长所带来的上升。从持仓情况来看，拼多多持股数变动甚微，只环比增长0.24%。根据测算，四季度高瓴在拼多多上的浮盈超过68亿元。</p><p><img src=\"https://static.tigerbbs.com/9fca4a00bfcf4c6dbda001b5dbc0c686\" tg-width=\"1080\" tg-height=\"203\" referrerpolicy=\"no-referrer\"></p><p><b>高瓴资本A股布局全名单出炉</b></p><p>考虑到高瓴资本的投资动向已经成为不少投资者的参考标本，证券时报·数据宝梳理出最新高瓴资本在A股市场上布局的股票全名单，合计28股。高瓴资本所持股票主要分布在医药生物、消费、新能源、电气设备和家用电器等板块。</p><p>如果按照最新收盘价来统计年内股价上涨幅度，高瓴资本持仓的这28只股中，有11只股的股价在今年年内涨幅超20%，分别是<a href=\"https://laohu8.com/S/600438\">通威股份</a>、<a href=\"https://laohu8.com/S/WX\">药明康德</a>、<a href=\"https://laohu8.com/S/300529\">健帆生物</a>、<a href=\"https://laohu8.com/S/601012\">隆基股份</a>、<a href=\"https://laohu8.com/S/603882\">金域医学</a>、<a href=\"https://laohu8.com/S/002007\">华兰生物</a>、<a href=\"https://laohu8.com/S/300676\">华大基因</a>、<a href=\"https://laohu8.com/S/603087\">甘李药业</a>、<a href=\"https://laohu8.com/S/300285\">国瓷材料</a>、<a href=\"https://laohu8.com/S/300015\">爱尔眼科</a>和<a href=\"https://laohu8.com/S/300244\">迪安诊断</a>。</p><p>如果将时间区间拉长，按照2020年以来的股价表现来看，28股中有18股的股价实现翻倍上涨，其中隆基股份和通威股份的股价累积涨幅均超过3倍。<a href=\"https://laohu8.com/S/300750\">宁德时代</a>、<a href=\"https://laohu8.com/S/603719\">良品铺子</a>、<a href=\"https://laohu8.com/S/603882\">金域医学</a>、<a href=\"https://laohu8.com/S/300347\">泰格医药</a>和<a href=\"https://laohu8.com/S/300015\">爱尔眼科</a>的股价涨幅均超过2倍。由此可见，高瓴资本的投资战绩确实优异。</p><p><b>今年以来，高瓴资本新入股2只A股标的。</b><a href=\"https://laohu8.com/S/300244\">迪安诊断</a>1月8日晚公告，控股子公司杭州凯莱谱精准医疗检测技术有限公司拟增资1.5亿元引进3个财务投资人。其中，珠海高瓴悠恒股权投资合伙企业（有限合伙）拟向凯莱谱增资8000万元。本次增资完成后，高瓴持有凯莱谱7.62%的股权。</p><p>2月1日晚间，基因检测龙头<a href=\"https://laohu8.com/S/300676\">华大基因</a>披露向特定对象发行股票发行情况报告书，确定此次发行价格为145元/股，发行股数1381.43万股，募集资金总额约20.03亿元。4家获配机构中，天津礼仁投资管理合伙企业是高瓴资本旗下的人民币二级市场的私募基金，此次认购资金在5.03亿元，认购价格在145元/股，较当前股价无较多折价。定增锁定期是6个月。此次定增之后，高瓴新进为公司第八大股东，持股比例为1.02%。</p><p><img src=\"https://static.tigerbbs.com/f8b187e10d7e43a0ae130690d43350c7\" tg-width=\"1080\" tg-height=\"1371\" referrerpolicy=\"no-referrer\"></p><p>声明：数据宝所有资讯内容不构成投资建议，股市有风险，投资需谨慎。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/890dd2dfb205aa8aa1d140672304b3c8","relate_stocks":{"600438":"通威股份","603719":"良品铺子","PDD":"拼多多","000941.SH":"新能源","MNSO":"名创优品","BGNE":"百济神州"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2111003301","content_text":"高瓴持仓新动向曝光。高瓴的持仓动向一直以来备受投资者们关注。近日，高瓴在美国证券交易委员会（SEC）提交了关于2020年四季度末的美股持仓情况。数据显示，截至2020年12月31日的第四季度，高瓴美股持仓从2019年末的54家公司增长到95家公司，总市值达125.78亿美元。从数量来看，中概股占比近30%；从持有市值来看，中概股占比超60%，说明中概股依然占据强势地位，去年四季度上市的完美日记、名创优品等高瓴一级市场投资的项目也出现在高瓴四季度持仓名单上。从高瓴2020年四季度的美股持仓情况来看，医药、硬科技、消费是最重要的三条投资主线，特别是四季度，高瓴继续加大了对医药医疗赛道的投资，进一步夯实了在医药医疗领域的领先地位。在高瓴四季度新进与增持的28家企业中，15家都是生物制药领域的企业。其中，高瓴连续投资了8次的百济神州，多个季度位列前五大重仓股，在此次四季度持仓数据中，百济神州的持有市值继续排在第2位。除了二级市场之外，高瓴在一级市场中也十分关注医药板块，在过去一年中，高瓴斩获22个医疗企业IPO。据悉，高瓴已在全球范围内完成了生物医药、医疗器械、医疗服务、医药外包、医药零售等领域的完整布局。累计投资了200多家企业，其中中国企业超过100家，总投资额近2000亿元人民币。高瓴创始人张磊今年1月在亚洲金融论坛中明确表示，后疫情时代，医疗产业仍将是高瓴未来重点发力的对象。高瓴清仓多只新能源车概念股四季度从拼多多赚68亿值得注意的是，由于高瓴资本在四季度中显著减持多只重仓股，该基金持仓规模与三季度的132.02亿美元相比，在四季度小幅下降。四季度中，高瓴清仓了13家公司，包括小鹏汽车、蔚来汽车、理想汽车等。预计其清仓原因主要是由于新能源车经历了阶段性高涨，目前高瓴在新能源车板块已经斩获可观收益，清仓不一定是看空新能源车板块，高瓴曾表示，持续看好新能源产业链上、中游的新材料和电池等领域，且去年下半年以来，高瓴重仓投资了A股的隆基股份、通威股份、宁德时代、恩捷股份和港股的信义能源等光伏和锂电企业。拼多多由第六大重仓股上升至第一大重仓股。但位次的上升主要是由于拼多多市值增长所带来的上升。从持仓情况来看，拼多多持股数变动甚微，只环比增长0.24%。根据测算，四季度高瓴在拼多多上的浮盈超过68亿元。高瓴资本A股布局全名单出炉考虑到高瓴资本的投资动向已经成为不少投资者的参考标本，证券时报·数据宝梳理出最新高瓴资本在A股市场上布局的股票全名单，合计28股。高瓴资本所持股票主要分布在医药生物、消费、新能源、电气设备和家用电器等板块。如果按照最新收盘价来统计年内股价上涨幅度，高瓴资本持仓的这28只股中，有11只股的股价在今年年内涨幅超20%，分别是通威股份、药明康德、健帆生物、隆基股份、金域医学、华兰生物、华大基因、甘李药业、国瓷材料、爱尔眼科和迪安诊断。如果将时间区间拉长，按照2020年以来的股价表现来看，28股中有18股的股价实现翻倍上涨，其中隆基股份和通威股份的股价累积涨幅均超过3倍。宁德时代、良品铺子、金域医学、泰格医药和爱尔眼科的股价涨幅均超过2倍。由此可见，高瓴资本的投资战绩确实优异。今年以来，高瓴资本新入股2只A股标的。迪安诊断1月8日晚公告，控股子公司杭州凯莱谱精准医疗检测技术有限公司拟增资1.5亿元引进3个财务投资人。其中，珠海高瓴悠恒股权投资合伙企业（有限合伙）拟向凯莱谱增资8000万元。本次增资完成后，高瓴持有凯莱谱7.62%的股权。2月1日晚间，基因检测龙头华大基因披露向特定对象发行股票发行情况报告书，确定此次发行价格为145元/股，发行股数1381.43万股，募集资金总额约20.03亿元。4家获配机构中，天津礼仁投资管理合伙企业是高瓴资本旗下的人民币二级市场的私募基金，此次认购资金在5.03亿元，认购价格在145元/股，较当前股价无较多折价。定增锁定期是6个月。此次定增之后，高瓴新进为公司第八大股东，持股比例为1.02%。声明：数据宝所有资讯内容不构成投资建议，股市有风险，投资需谨慎。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331337930,"gmtCreate":1609427263121,"gmtModify":1703739405113,"author":{"id":"3446839255878588","authorId":"3446839255878588","name":"米莫","avatar":"https://static.tigerbbs.com/cef876e3e30eda91dd404d9fccf69790","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3446839255878588","idStr":"3446839255878588"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>第二个春晚[捂脸]&nbsp;[捂脸]&nbsp;[捂脸]&nbsp;","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>第二个春晚[捂脸]&nbsp;[捂脸]&nbsp;[捂脸]&nbsp;","text":"$哔哩哔哩(BILI)$第二个春晚[捂脸] [捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331337930","isVote":1,"tweetType":1,"viewCount":1965,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331331761,"gmtCreate":1609426794053,"gmtModify":1703739397689,"author":{"id":"3446839255878588","authorId":"3446839255878588","name":"米莫","avatar":"https://static.tigerbbs.com/cef876e3e30eda91dd404d9fccf69790","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3446839255878588","idStr":"3446839255878588"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>还开始打广告了","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>还开始打广告了","text":"$哔哩哔哩(BILI)$还开始打广告了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331331761","isVote":1,"tweetType":1,"viewCount":1206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":923879734,"gmtCreate":1585832898128,"gmtModify":1704359172101,"author":{"id":"3446839255878588","authorId":"3446839255878588","name":"米莫","avatar":"https://static.tigerbbs.com/cef876e3e30eda91dd404d9fccf69790","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3446839255878588","idStr":"3446839255878588"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a>这样罚金要把瑞幸罚个底掉啊","listText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a>这样罚金要把瑞幸罚个底掉啊","text":"$瑞幸咖啡(LK)$这样罚金要把瑞幸罚个底掉啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/923879734","isVote":1,"tweetType":1,"viewCount":1417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":911775876,"gmtCreate":1578536492795,"gmtModify":1704337753959,"author":{"id":"3446839255878588","authorId":"3446839255878588","name":"米莫","avatar":"https://static.tigerbbs.com/cef876e3e30eda91dd404d9fccf69790","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3446839255878588","idStr":"3446839255878588"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>换手率不低啊","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>换手率不低啊","text":"$特斯拉(TSLA)$换手率不低啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/911775876","isVote":1,"tweetType":1,"viewCount":1343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":911775304,"gmtCreate":1578536464408,"gmtModify":1704337753784,"author":{"id":"3446839255878588","authorId":"3446839255878588","name":"米莫","avatar":"https://static.tigerbbs.com/cef876e3e30eda91dd404d9fccf69790","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3446839255878588","idStr":"3446839255878588"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>害怕","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>害怕","text":"$蔚来(NIO)$害怕","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/911775304","isVote":1,"tweetType":1,"viewCount":1270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":992210963,"gmtCreate":1565338711252,"gmtModify":1704712409081,"author":{"id":"3446839255878588","authorId":"3446839255878588","name":"米莫","avatar":"https://static.tigerbbs.com/cef876e3e30eda91dd404d9fccf69790","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3446839255878588","idStr":"3446839255878588"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00293\">$国泰航空(00293)$</a>还不倒闭","listText":"<a href=\"https://laohu8.com/S/00293\">$国泰航空(00293)$</a>还不倒闭","text":"$国泰航空(00293)$还不倒闭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/992210963","isVote":1,"tweetType":1,"viewCount":1677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387013,"gmtCreate":1548342656701,"gmtModify":1704787823553,"author":{"id":"3446839255878588","authorId":"3446839255878588","name":"米莫","avatar":"https://static.tigerbbs.com/cef876e3e30eda91dd404d9fccf69790","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3446839255878588","idStr":"3446839255878588"},"themes":[],"htmlText":"$拼多多(PDD)$ 拉高出货🐶庄","listText":"$拼多多(PDD)$ 拉高出货🐶庄","text":"$拼多多(PDD)$ 拉高出货🐶庄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/387013","isVote":1,"tweetType":1,"viewCount":1817,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3444043414101572","authorId":"3444043414101572","name":"T2021121119","avatar":"https://static.tigerbbs.com/cf90b35f5017d4eb86746ba4951147be","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3444043414101572","idStr":"3444043414101572"},"content":"空头不爆就一直拉，50都没问题。（左手导右手而已）反正没几个人敢跟盘。","text":"空头不爆就一直拉，50都没问题。（左手导右手而已）反正没几个人敢跟盘。","html":"空头不爆就一直拉，50都没问题。（左手导右手而已）反正没几个人敢跟盘。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331273,"gmtCreate":1542247900188,"gmtModify":1704780881527,"author":{"id":"3446839255878588","authorId":"3446839255878588","name":"米莫","avatar":"https://static.tigerbbs.com/cef876e3e30eda91dd404d9fccf69790","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3446839255878588","idStr":"3446839255878588"},"themes":[],"htmlText":"$碧桂园(02007)$ 空起来了","listText":"$碧桂园(02007)$ 空起来了","text":"$碧桂园(02007)$ 空起来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/331273","isVote":1,"tweetType":1,"viewCount":1739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320585,"gmtCreate":1541079733387,"gmtModify":1704779470969,"author":{"id":"3446839255878588","authorId":"3446839255878588","name":"米莫","avatar":"https://static.tigerbbs.com/cef876e3e30eda91dd404d9fccf69790","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3446839255878588","idStr":"3446839255878588"},"themes":[],"htmlText":"$Match Group, Inc.(MTCH)$ 6号会不会现原形","listText":"$Match Group, Inc.(MTCH)$ 6号会不会现原形","text":"$Match Group, Inc.(MTCH)$ 6号会不会现原形","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/320585","isVote":1,"tweetType":1,"viewCount":876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314429,"gmtCreate":1540434442237,"gmtModify":1704778687867,"author":{"id":"3446839255878588","authorId":"3446839255878588","name":"米莫","avatar":"https://static.tigerbbs.com/cef876e3e30eda91dd404d9fccf69790","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3446839255878588","idStr":"3446839255878588"},"themes":[],"htmlText":"$碧桂园(02007)$ 员工买股，真是垃圾企业","listText":"$碧桂园(02007)$ 员工买股，真是垃圾企业","text":"$碧桂园(02007)$ 员工买股，真是垃圾企业","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314429","isVote":1,"tweetType":1,"viewCount":942,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":125343,"gmtCreate":1512097072397,"gmtModify":1704885029641,"author":{"id":"3446839255878588","authorId":"3446839255878588","name":"米莫","avatar":"https://static.tigerbbs.com/cef876e3e30eda91dd404d9fccf69790","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3446839255878588","idStr":"3446839255878588"},"themes":[],"title":"碧桂园去年才3000亿销售，今年业绩可喜，能支撑多高股价","htmlText":"$碧桂园(02007)$这个点入","listText":"$碧桂园(02007)$这个点入","text":"$碧桂园(02007)$这个点入","images":[{"img":"https://static.laohu8.com/f5e0c0ba754a729cd8125d49d2ff3761"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/125343","isVote":1,"tweetType":1,"viewCount":1042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":75271,"gmtCreate":1500394606125,"gmtModify":1704878933406,"author":{"id":"3446839255878588","authorId":"3446839255878588","name":"米莫","avatar":"https://static.tigerbbs.com/cef876e3e30eda91dd404d9fccf69790","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3446839255878588","idStr":"3446839255878588"},"themes":[],"title":"跌的好惨","htmlText":"$Snap Inc(SNAP)$13能打住不","listText":"$Snap Inc(SNAP)$13能打住不","text":"$Snap Inc(SNAP)$13能打住不","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/75271","isVote":1,"tweetType":1,"viewCount":660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":387013,"gmtCreate":1548342656701,"gmtModify":1704787823553,"author":{"id":"3446839255878588","authorId":"3446839255878588","name":"米莫","avatar":"https://static.tigerbbs.com/cef876e3e30eda91dd404d9fccf69790","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3446839255878588","authorIdStr":"3446839255878588"},"themes":[],"htmlText":"$拼多多(PDD)$ 拉高出货🐶庄","listText":"$拼多多(PDD)$ 拉高出货🐶庄","text":"$拼多多(PDD)$ 拉高出货🐶庄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/387013","isVote":1,"tweetType":1,"viewCount":1817,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3444043414101572","authorId":"3444043414101572","name":"T2021121119","avatar":"https://static.tigerbbs.com/cf90b35f5017d4eb86746ba4951147be","crmLevel":3,"crmLevelSwitch":0,"idStr":"3444043414101572","authorIdStr":"3444043414101572"},"content":"空头不爆就一直拉，50都没问题。（左手导右手而已）反正没几个人敢跟盘。","text":"空头不爆就一直拉，50都没问题。（左手导右手而已）反正没几个人敢跟盘。","html":"空头不爆就一直拉，50都没问题。（左手导右手而已）反正没几个人敢跟盘。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":992210963,"gmtCreate":1565338711252,"gmtModify":1704712409081,"author":{"id":"3446839255878588","authorId":"3446839255878588","name":"米莫","avatar":"https://static.tigerbbs.com/cef876e3e30eda91dd404d9fccf69790","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3446839255878588","authorIdStr":"3446839255878588"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00293\">$国泰航空(00293)$</a>还不倒闭","listText":"<a href=\"https://laohu8.com/S/00293\">$国泰航空(00293)$</a>还不倒闭","text":"$国泰航空(00293)$还不倒闭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/992210963","isVote":1,"tweetType":1,"viewCount":1677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":911775304,"gmtCreate":1578536464408,"gmtModify":1704337753784,"author":{"id":"3446839255878588","authorId":"3446839255878588","name":"米莫","avatar":"https://static.tigerbbs.com/cef876e3e30eda91dd404d9fccf69790","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3446839255878588","authorIdStr":"3446839255878588"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>害怕","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>害怕","text":"$蔚来(NIO)$害怕","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/911775304","isVote":1,"tweetType":1,"viewCount":1270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331273,"gmtCreate":1542247900188,"gmtModify":1704780881527,"author":{"id":"3446839255878588","authorId":"3446839255878588","name":"米莫","avatar":"https://static.tigerbbs.com/cef876e3e30eda91dd404d9fccf69790","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3446839255878588","authorIdStr":"3446839255878588"},"themes":[],"htmlText":"$碧桂园(02007)$ 空起来了","listText":"$碧桂园(02007)$ 空起来了","text":"$碧桂园(02007)$ 空起来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/331273","isVote":1,"tweetType":1,"viewCount":1739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331331761,"gmtCreate":1609426794053,"gmtModify":1703739397689,"author":{"id":"3446839255878588","authorId":"3446839255878588","name":"米莫","avatar":"https://static.tigerbbs.com/cef876e3e30eda91dd404d9fccf69790","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3446839255878588","authorIdStr":"3446839255878588"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>还开始打广告了","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>还开始打广告了","text":"$哔哩哔哩(BILI)$还开始打广告了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331331761","isVote":1,"tweetType":1,"viewCount":1206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331337930,"gmtCreate":1609427263121,"gmtModify":1703739405113,"author":{"id":"3446839255878588","authorId":"3446839255878588","name":"米莫","avatar":"https://static.tigerbbs.com/cef876e3e30eda91dd404d9fccf69790","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3446839255878588","authorIdStr":"3446839255878588"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>第二个春晚[捂脸]&nbsp;[捂脸]&nbsp;[捂脸]&nbsp;","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>第二个春晚[捂脸]&nbsp;[捂脸]&nbsp;[捂脸]&nbsp;","text":"$哔哩哔哩(BILI)$第二个春晚[捂脸] [捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331337930","isVote":1,"tweetType":1,"viewCount":1965,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320585,"gmtCreate":1541079733387,"gmtModify":1704779470969,"author":{"id":"3446839255878588","authorId":"3446839255878588","name":"米莫","avatar":"https://static.tigerbbs.com/cef876e3e30eda91dd404d9fccf69790","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3446839255878588","authorIdStr":"3446839255878588"},"themes":[],"htmlText":"$Match Group, Inc.(MTCH)$ 6号会不会现原形","listText":"$Match Group, Inc.(MTCH)$ 6号会不会现原形","text":"$Match Group, Inc.(MTCH)$ 6号会不会现原形","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/320585","isVote":1,"tweetType":1,"viewCount":876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354807699,"gmtCreate":1617155733711,"gmtModify":1617155733711,"author":{"id":"3446839255878588","authorId":"3446839255878588","name":"米莫","avatar":"https://static.tigerbbs.com/cef876e3e30eda91dd404d9fccf69790","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3446839255878588","authorIdStr":"3446839255878588"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>高开低走嘛醒醒","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>高开低走嘛醒醒","text":"$小米集团-W(01810)$高开低走嘛醒醒","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354807699","isVote":1,"tweetType":1,"viewCount":1615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":911775876,"gmtCreate":1578536492795,"gmtModify":1704337753959,"author":{"id":"3446839255878588","authorId":"3446839255878588","name":"米莫","avatar":"https://static.tigerbbs.com/cef876e3e30eda91dd404d9fccf69790","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3446839255878588","authorIdStr":"3446839255878588"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>换手率不低啊","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>换手率不低啊","text":"$特斯拉(TSLA)$换手率不低啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/911775876","isVote":1,"tweetType":1,"viewCount":1343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314429,"gmtCreate":1540434442237,"gmtModify":1704778687867,"author":{"id":"3446839255878588","authorId":"3446839255878588","name":"米莫","avatar":"https://static.tigerbbs.com/cef876e3e30eda91dd404d9fccf69790","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3446839255878588","authorIdStr":"3446839255878588"},"themes":[],"htmlText":"$碧桂园(02007)$ 员工买股，真是垃圾企业","listText":"$碧桂园(02007)$ 员工买股，真是垃圾企业","text":"$碧桂园(02007)$ 员工买股，真是垃圾企业","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314429","isVote":1,"tweetType":1,"viewCount":942,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":125343,"gmtCreate":1512097072397,"gmtModify":1704885029641,"author":{"id":"3446839255878588","authorId":"3446839255878588","name":"米莫","avatar":"https://static.tigerbbs.com/cef876e3e30eda91dd404d9fccf69790","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3446839255878588","authorIdStr":"3446839255878588"},"themes":[],"title":"碧桂园去年才3000亿销售，今年业绩可喜，能支撑多高股价","htmlText":"$碧桂园(02007)$这个点入","listText":"$碧桂园(02007)$这个点入","text":"$碧桂园(02007)$这个点入","images":[{"img":"https://static.laohu8.com/f5e0c0ba754a729cd8125d49d2ff3761"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/125343","isVote":1,"tweetType":1,"viewCount":1042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":344236575,"gmtCreate":1618409505397,"gmtModify":1618409505397,"author":{"id":"3446839255878588","authorId":"3446839255878588","name":"米莫","avatar":"https://static.tigerbbs.com/cef876e3e30eda91dd404d9fccf69790","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3446839255878588","authorIdStr":"3446839255878588"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>是不是跌了","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>是不是跌了","text":"$Coinbase Global, Inc.(COIN)$是不是跌了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344236575","isVote":1,"tweetType":1,"viewCount":1627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384030641,"gmtCreate":1613581941483,"gmtModify":1613581941483,"author":{"id":"3446839255878588","authorId":"3446839255878588","name":"米莫","avatar":"https://static.tigerbbs.com/cef876e3e30eda91dd404d9fccf69790","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3446839255878588","authorIdStr":"3446839255878588"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384030641","repostId":"2111003301","repostType":2,"repost":{"id":"2111003301","kind":"highlight","weMediaInfo":{"introduction":"数据宝——中国股市大数据新媒体领先品牌，让您用手机也能从海量数据中获得有用的决策信息支持，数据是个宝，炒股不烦恼！","home_visible":1,"media_name":"数据宝","id":"41","head_image":"https://static.tigerbbs.com/462b2cc98f70412d82b85c0c4f356ccc"},"pubTimestamp":1613353180,"share":"https://www.laohu8.com/m/news/2111003301?lang=&edition=full","pubTime":"2021-02-15 09:39","market":"fut","language":"zh","title":"高瓴持仓股曝光：最牛股赚超68亿，悄悄重仓3大板块","url":"https://stock-news.laohu8.com/highlight/detail?id=2111003301","media":"数据宝","summary":"高瓴持仓新动向曝光。高瓴的持仓动向一直以来备受投资者们关注。近日，高瓴在美国证券交易委员会（SEC）提交了关于2020年四季度末的美股持仓情况。数据显示，截至2020年12月31日的第四季度，高瓴美股","content":"<p>高瓴持仓新动向曝光。</p><p>高瓴的持仓动向一直以来备受投资者们关注。近日，高瓴在美国证券交易委员会（SEC）提交了关于2020年四季度末的美股持仓情况。</p><p>数据显示，截至2020年12月31日的第四季度，高瓴美股持仓从2019年末的54家公司增长到95家公司，总市值达125.78亿美元。</p><p>从数量来看，中概股占比近30%；从持有市值来看，中概股占比超60%，说明中概股依然占据强势地位，去年四季度上市的完美日记、<a href=\"https://laohu8.com/S/MNSO\">名创优品</a>等高瓴一级市场投资的项目也出现在高瓴四季度持仓名单上。从高瓴2020年四季度的美股持仓情况来看，医药、硬科技、消费是最重要的三条投资主线，特别是四季度，高瓴继续加大了对医药医疗赛道的投资，进一步夯实了在医药医疗领域的领先地位。</p><p><b>在高瓴四季度新进与增持的28家企业中，15家都是生物制药领域的企业。其中，高瓴连续投资了8次的<a href=\"https://laohu8.com/S/BGNE\">百济神州</a></b>，多个季度位列前五大重仓股，在此次四季度持仓数据中，<a href=\"https://laohu8.com/S/06160\">百济神州</a>的持有市值继续排在第2位。除了二级市场之外，高瓴在一级市场中也十分关注医药板块，在过去一年中，高瓴斩获22个医疗企业IPO。据悉，高瓴已在全球范围内完成了生物医药、医疗器械、医疗服务、医药外包、医药零售等领域的完整布局。累计投资了200多家企业，其中中国企业超过100家，总投资额近2000亿元人民币。</p><p>高瓴创始人张磊今年1月在<a href=\"https://laohu8.com/S/00662\">亚洲金融</a>论坛中明确表示，后疫情时代，医疗产业仍将是高瓴未来重点发力的对象。</p><p><img src=\"https://static.tigerbbs.com/ab542a28e3224fdd9a30cac3b0e6685b\" tg-width=\"1080\" tg-height=\"617\" referrerpolicy=\"no-referrer\"></p><p><b>高瓴清仓多只新能源车概念股</b></p><p><b>四季度从<a href=\"https://laohu8.com/S/PDD\">拼多多</a>赚68亿</b></p><p>值得注意的是，由于高瓴资本在四季度中显著减持多只重仓股，该基金持仓规模与三季度的132.02亿美元相比，在四季度小幅下降。</p><p><b>四季度中，高瓴清仓了13家公司，包括<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>等。</b>预计其清仓原因主要是由于新能源车经历了阶段性高涨，目前高瓴在新能源车板块已经斩获可观收益，清仓不一定是看空新能源车板块，高瓴曾表示，持续看好新能源产业链上、中游的新材料和电池等领域，且去年下半年以来，高瓴重仓投资了A股的<a href=\"https://laohu8.com/S/601012\">隆基股份</a>、<a href=\"https://laohu8.com/S/600438\">通威股份</a>、<a href=\"https://laohu8.com/S/300750\">宁德时代</a>、<a href=\"https://laohu8.com/S/002812\">恩捷股份</a>和港股的<a href=\"https://laohu8.com/S/03868\">信义能源</a>等光伏和锂电企业。</p><p><a href=\"https://laohu8.com/S/PDD\">拼多多</a>由第六大重仓股上升至第一大重仓股。但位次的上升主要是由于拼多多市值增长所带来的上升。从持仓情况来看，拼多多持股数变动甚微，只环比增长0.24%。根据测算，四季度高瓴在拼多多上的浮盈超过68亿元。</p><p><img src=\"https://static.tigerbbs.com/9fca4a00bfcf4c6dbda001b5dbc0c686\" tg-width=\"1080\" tg-height=\"203\" referrerpolicy=\"no-referrer\"></p><p><b>高瓴资本A股布局全名单出炉</b></p><p>考虑到高瓴资本的投资动向已经成为不少投资者的参考标本，证券时报·数据宝梳理出最新高瓴资本在A股市场上布局的股票全名单，合计28股。高瓴资本所持股票主要分布在医药生物、消费、新能源、电气设备和家用电器等板块。</p><p>如果按照最新收盘价来统计年内股价上涨幅度，高瓴资本持仓的这28只股中，有11只股的股价在今年年内涨幅超20%，分别是<a href=\"https://laohu8.com/S/600438\">通威股份</a>、<a href=\"https://laohu8.com/S/WX\">药明康德</a>、<a href=\"https://laohu8.com/S/300529\">健帆生物</a>、<a href=\"https://laohu8.com/S/601012\">隆基股份</a>、<a href=\"https://laohu8.com/S/603882\">金域医学</a>、<a href=\"https://laohu8.com/S/002007\">华兰生物</a>、<a href=\"https://laohu8.com/S/300676\">华大基因</a>、<a href=\"https://laohu8.com/S/603087\">甘李药业</a>、<a href=\"https://laohu8.com/S/300285\">国瓷材料</a>、<a href=\"https://laohu8.com/S/300015\">爱尔眼科</a>和<a href=\"https://laohu8.com/S/300244\">迪安诊断</a>。</p><p>如果将时间区间拉长，按照2020年以来的股价表现来看，28股中有18股的股价实现翻倍上涨，其中隆基股份和通威股份的股价累积涨幅均超过3倍。<a href=\"https://laohu8.com/S/300750\">宁德时代</a>、<a href=\"https://laohu8.com/S/603719\">良品铺子</a>、<a href=\"https://laohu8.com/S/603882\">金域医学</a>、<a href=\"https://laohu8.com/S/300347\">泰格医药</a>和<a href=\"https://laohu8.com/S/300015\">爱尔眼科</a>的股价涨幅均超过2倍。由此可见，高瓴资本的投资战绩确实优异。</p><p><b>今年以来，高瓴资本新入股2只A股标的。</b><a href=\"https://laohu8.com/S/300244\">迪安诊断</a>1月8日晚公告，控股子公司杭州凯莱谱精准医疗检测技术有限公司拟增资1.5亿元引进3个财务投资人。其中，珠海高瓴悠恒股权投资合伙企业（有限合伙）拟向凯莱谱增资8000万元。本次增资完成后，高瓴持有凯莱谱7.62%的股权。</p><p>2月1日晚间，基因检测龙头<a href=\"https://laohu8.com/S/300676\">华大基因</a>披露向特定对象发行股票发行情况报告书，确定此次发行价格为145元/股，发行股数1381.43万股，募集资金总额约20.03亿元。4家获配机构中，天津礼仁投资管理合伙企业是高瓴资本旗下的人民币二级市场的私募基金，此次认购资金在5.03亿元，认购价格在145元/股，较当前股价无较多折价。定增锁定期是6个月。此次定增之后，高瓴新进为公司第八大股东，持股比例为1.02%。</p><p><img src=\"https://static.tigerbbs.com/f8b187e10d7e43a0ae130690d43350c7\" tg-width=\"1080\" tg-height=\"1371\" referrerpolicy=\"no-referrer\"></p><p>声明：数据宝所有资讯内容不构成投资建议，股市有风险，投资需谨慎。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高瓴持仓股曝光：最牛股赚超68亿，悄悄重仓3大板块</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高瓴持仓股曝光：最牛股赚超68亿，悄悄重仓3大板块\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/41\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/462b2cc98f70412d82b85c0c4f356ccc);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">数据宝 </p>\n<p class=\"h-time\">2021-02-15 09:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>高瓴持仓新动向曝光。</p><p>高瓴的持仓动向一直以来备受投资者们关注。近日，高瓴在美国证券交易委员会（SEC）提交了关于2020年四季度末的美股持仓情况。</p><p>数据显示，截至2020年12月31日的第四季度，高瓴美股持仓从2019年末的54家公司增长到95家公司，总市值达125.78亿美元。</p><p>从数量来看，中概股占比近30%；从持有市值来看，中概股占比超60%，说明中概股依然占据强势地位，去年四季度上市的完美日记、<a href=\"https://laohu8.com/S/MNSO\">名创优品</a>等高瓴一级市场投资的项目也出现在高瓴四季度持仓名单上。从高瓴2020年四季度的美股持仓情况来看，医药、硬科技、消费是最重要的三条投资主线，特别是四季度，高瓴继续加大了对医药医疗赛道的投资，进一步夯实了在医药医疗领域的领先地位。</p><p><b>在高瓴四季度新进与增持的28家企业中，15家都是生物制药领域的企业。其中，高瓴连续投资了8次的<a href=\"https://laohu8.com/S/BGNE\">百济神州</a></b>，多个季度位列前五大重仓股，在此次四季度持仓数据中，<a href=\"https://laohu8.com/S/06160\">百济神州</a>的持有市值继续排在第2位。除了二级市场之外，高瓴在一级市场中也十分关注医药板块，在过去一年中，高瓴斩获22个医疗企业IPO。据悉，高瓴已在全球范围内完成了生物医药、医疗器械、医疗服务、医药外包、医药零售等领域的完整布局。累计投资了200多家企业，其中中国企业超过100家，总投资额近2000亿元人民币。</p><p>高瓴创始人张磊今年1月在<a href=\"https://laohu8.com/S/00662\">亚洲金融</a>论坛中明确表示，后疫情时代，医疗产业仍将是高瓴未来重点发力的对象。</p><p><img src=\"https://static.tigerbbs.com/ab542a28e3224fdd9a30cac3b0e6685b\" tg-width=\"1080\" tg-height=\"617\" referrerpolicy=\"no-referrer\"></p><p><b>高瓴清仓多只新能源车概念股</b></p><p><b>四季度从<a href=\"https://laohu8.com/S/PDD\">拼多多</a>赚68亿</b></p><p>值得注意的是，由于高瓴资本在四季度中显著减持多只重仓股，该基金持仓规模与三季度的132.02亿美元相比，在四季度小幅下降。</p><p><b>四季度中，高瓴清仓了13家公司，包括<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>等。</b>预计其清仓原因主要是由于新能源车经历了阶段性高涨，目前高瓴在新能源车板块已经斩获可观收益，清仓不一定是看空新能源车板块，高瓴曾表示，持续看好新能源产业链上、中游的新材料和电池等领域，且去年下半年以来，高瓴重仓投资了A股的<a href=\"https://laohu8.com/S/601012\">隆基股份</a>、<a href=\"https://laohu8.com/S/600438\">通威股份</a>、<a href=\"https://laohu8.com/S/300750\">宁德时代</a>、<a href=\"https://laohu8.com/S/002812\">恩捷股份</a>和港股的<a href=\"https://laohu8.com/S/03868\">信义能源</a>等光伏和锂电企业。</p><p><a href=\"https://laohu8.com/S/PDD\">拼多多</a>由第六大重仓股上升至第一大重仓股。但位次的上升主要是由于拼多多市值增长所带来的上升。从持仓情况来看，拼多多持股数变动甚微，只环比增长0.24%。根据测算，四季度高瓴在拼多多上的浮盈超过68亿元。</p><p><img src=\"https://static.tigerbbs.com/9fca4a00bfcf4c6dbda001b5dbc0c686\" tg-width=\"1080\" tg-height=\"203\" referrerpolicy=\"no-referrer\"></p><p><b>高瓴资本A股布局全名单出炉</b></p><p>考虑到高瓴资本的投资动向已经成为不少投资者的参考标本，证券时报·数据宝梳理出最新高瓴资本在A股市场上布局的股票全名单，合计28股。高瓴资本所持股票主要分布在医药生物、消费、新能源、电气设备和家用电器等板块。</p><p>如果按照最新收盘价来统计年内股价上涨幅度，高瓴资本持仓的这28只股中，有11只股的股价在今年年内涨幅超20%，分别是<a href=\"https://laohu8.com/S/600438\">通威股份</a>、<a href=\"https://laohu8.com/S/WX\">药明康德</a>、<a href=\"https://laohu8.com/S/300529\">健帆生物</a>、<a href=\"https://laohu8.com/S/601012\">隆基股份</a>、<a href=\"https://laohu8.com/S/603882\">金域医学</a>、<a href=\"https://laohu8.com/S/002007\">华兰生物</a>、<a href=\"https://laohu8.com/S/300676\">华大基因</a>、<a href=\"https://laohu8.com/S/603087\">甘李药业</a>、<a href=\"https://laohu8.com/S/300285\">国瓷材料</a>、<a href=\"https://laohu8.com/S/300015\">爱尔眼科</a>和<a href=\"https://laohu8.com/S/300244\">迪安诊断</a>。</p><p>如果将时间区间拉长，按照2020年以来的股价表现来看，28股中有18股的股价实现翻倍上涨，其中隆基股份和通威股份的股价累积涨幅均超过3倍。<a href=\"https://laohu8.com/S/300750\">宁德时代</a>、<a href=\"https://laohu8.com/S/603719\">良品铺子</a>、<a href=\"https://laohu8.com/S/603882\">金域医学</a>、<a href=\"https://laohu8.com/S/300347\">泰格医药</a>和<a href=\"https://laohu8.com/S/300015\">爱尔眼科</a>的股价涨幅均超过2倍。由此可见，高瓴资本的投资战绩确实优异。</p><p><b>今年以来，高瓴资本新入股2只A股标的。</b><a href=\"https://laohu8.com/S/300244\">迪安诊断</a>1月8日晚公告，控股子公司杭州凯莱谱精准医疗检测技术有限公司拟增资1.5亿元引进3个财务投资人。其中，珠海高瓴悠恒股权投资合伙企业（有限合伙）拟向凯莱谱增资8000万元。本次增资完成后，高瓴持有凯莱谱7.62%的股权。</p><p>2月1日晚间，基因检测龙头<a href=\"https://laohu8.com/S/300676\">华大基因</a>披露向特定对象发行股票发行情况报告书，确定此次发行价格为145元/股，发行股数1381.43万股，募集资金总额约20.03亿元。4家获配机构中，天津礼仁投资管理合伙企业是高瓴资本旗下的人民币二级市场的私募基金，此次认购资金在5.03亿元，认购价格在145元/股，较当前股价无较多折价。定增锁定期是6个月。此次定增之后，高瓴新进为公司第八大股东，持股比例为1.02%。</p><p><img src=\"https://static.tigerbbs.com/f8b187e10d7e43a0ae130690d43350c7\" tg-width=\"1080\" tg-height=\"1371\" referrerpolicy=\"no-referrer\"></p><p>声明：数据宝所有资讯内容不构成投资建议，股市有风险，投资需谨慎。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/890dd2dfb205aa8aa1d140672304b3c8","relate_stocks":{"600438":"通威股份","603719":"良品铺子","PDD":"拼多多","000941.SH":"新能源","MNSO":"名创优品","BGNE":"百济神州"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2111003301","content_text":"高瓴持仓新动向曝光。高瓴的持仓动向一直以来备受投资者们关注。近日，高瓴在美国证券交易委员会（SEC）提交了关于2020年四季度末的美股持仓情况。数据显示，截至2020年12月31日的第四季度，高瓴美股持仓从2019年末的54家公司增长到95家公司，总市值达125.78亿美元。从数量来看，中概股占比近30%；从持有市值来看，中概股占比超60%，说明中概股依然占据强势地位，去年四季度上市的完美日记、名创优品等高瓴一级市场投资的项目也出现在高瓴四季度持仓名单上。从高瓴2020年四季度的美股持仓情况来看，医药、硬科技、消费是最重要的三条投资主线，特别是四季度，高瓴继续加大了对医药医疗赛道的投资，进一步夯实了在医药医疗领域的领先地位。在高瓴四季度新进与增持的28家企业中，15家都是生物制药领域的企业。其中，高瓴连续投资了8次的百济神州，多个季度位列前五大重仓股，在此次四季度持仓数据中，百济神州的持有市值继续排在第2位。除了二级市场之外，高瓴在一级市场中也十分关注医药板块，在过去一年中，高瓴斩获22个医疗企业IPO。据悉，高瓴已在全球范围内完成了生物医药、医疗器械、医疗服务、医药外包、医药零售等领域的完整布局。累计投资了200多家企业，其中中国企业超过100家，总投资额近2000亿元人民币。高瓴创始人张磊今年1月在亚洲金融论坛中明确表示，后疫情时代，医疗产业仍将是高瓴未来重点发力的对象。高瓴清仓多只新能源车概念股四季度从拼多多赚68亿值得注意的是，由于高瓴资本在四季度中显著减持多只重仓股，该基金持仓规模与三季度的132.02亿美元相比，在四季度小幅下降。四季度中，高瓴清仓了13家公司，包括小鹏汽车、蔚来汽车、理想汽车等。预计其清仓原因主要是由于新能源车经历了阶段性高涨，目前高瓴在新能源车板块已经斩获可观收益，清仓不一定是看空新能源车板块，高瓴曾表示，持续看好新能源产业链上、中游的新材料和电池等领域，且去年下半年以来，高瓴重仓投资了A股的隆基股份、通威股份、宁德时代、恩捷股份和港股的信义能源等光伏和锂电企业。拼多多由第六大重仓股上升至第一大重仓股。但位次的上升主要是由于拼多多市值增长所带来的上升。从持仓情况来看，拼多多持股数变动甚微，只环比增长0.24%。根据测算，四季度高瓴在拼多多上的浮盈超过68亿元。高瓴资本A股布局全名单出炉考虑到高瓴资本的投资动向已经成为不少投资者的参考标本，证券时报·数据宝梳理出最新高瓴资本在A股市场上布局的股票全名单，合计28股。高瓴资本所持股票主要分布在医药生物、消费、新能源、电气设备和家用电器等板块。如果按照最新收盘价来统计年内股价上涨幅度，高瓴资本持仓的这28只股中，有11只股的股价在今年年内涨幅超20%，分别是通威股份、药明康德、健帆生物、隆基股份、金域医学、华兰生物、华大基因、甘李药业、国瓷材料、爱尔眼科和迪安诊断。如果将时间区间拉长，按照2020年以来的股价表现来看，28股中有18股的股价实现翻倍上涨，其中隆基股份和通威股份的股价累积涨幅均超过3倍。宁德时代、良品铺子、金域医学、泰格医药和爱尔眼科的股价涨幅均超过2倍。由此可见，高瓴资本的投资战绩确实优异。今年以来，高瓴资本新入股2只A股标的。迪安诊断1月8日晚公告，控股子公司杭州凯莱谱精准医疗检测技术有限公司拟增资1.5亿元引进3个财务投资人。其中，珠海高瓴悠恒股权投资合伙企业（有限合伙）拟向凯莱谱增资8000万元。本次增资完成后，高瓴持有凯莱谱7.62%的股权。2月1日晚间，基因检测龙头华大基因披露向特定对象发行股票发行情况报告书，确定此次发行价格为145元/股，发行股数1381.43万股，募集资金总额约20.03亿元。4家获配机构中，天津礼仁投资管理合伙企业是高瓴资本旗下的人民币二级市场的私募基金，此次认购资金在5.03亿元，认购价格在145元/股，较当前股价无较多折价。定增锁定期是6个月。此次定增之后，高瓴新进为公司第八大股东，持股比例为1.02%。声明：数据宝所有资讯内容不构成投资建议，股市有风险，投资需谨慎。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":923879734,"gmtCreate":1585832898128,"gmtModify":1704359172101,"author":{"id":"3446839255878588","authorId":"3446839255878588","name":"米莫","avatar":"https://static.tigerbbs.com/cef876e3e30eda91dd404d9fccf69790","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3446839255878588","authorIdStr":"3446839255878588"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a>这样罚金要把瑞幸罚个底掉啊","listText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a>这样罚金要把瑞幸罚个底掉啊","text":"$瑞幸咖啡(LK)$这样罚金要把瑞幸罚个底掉啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/923879734","isVote":1,"tweetType":1,"viewCount":1417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":75271,"gmtCreate":1500394606125,"gmtModify":1704878933406,"author":{"id":"3446839255878588","authorId":"3446839255878588","name":"米莫","avatar":"https://static.tigerbbs.com/cef876e3e30eda91dd404d9fccf69790","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3446839255878588","authorIdStr":"3446839255878588"},"themes":[],"title":"跌的好惨","htmlText":"$Snap Inc(SNAP)$13能打住不","listText":"$Snap Inc(SNAP)$13能打住不","text":"$Snap Inc(SNAP)$13能打住不","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/75271","isVote":1,"tweetType":1,"viewCount":660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}