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马田史高西斯

2022-02-14

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千亿私募景林美股持仓公布：清仓教育股，抄底互联网

马田史高西斯

2021-05-02

这篇文章不错，转发给大家看看

抱歉，原内容已删除

马田史高西斯

2020-09-07

这篇文章不错，转发给大家看看

@懒猪捡财:农夫山泉配售结果解析，进不了乙组反倒是好事

马田史高西斯

2020-08-14

$贝壳(BEKE)$雪莹一股未中，老虎5股

马田史高西斯

2020-05-07

$WTI原油主连(CLmain)$ 这个有没有对应的etf啊？

马田史高西斯

2019-11-19

$拼多多(PDD)$北京时间20号17点盘前财报的吧

马田史高西斯

2019-07-22

$N杭可(688006)$没人发贴[微笑]

马田史高西斯

2019-07-17

这篇文章不错，转发给大家看看

@小虎老师:新股中签及结果公布时间Q&A

马田史高西斯

2019-07-16

$斗鱼(DOYU)$老虎系统里怎么显示表明是中签了？

马田史高西斯

2019-05-22

$微博(WB)$ 财报，北京时间明天？

马田史高西斯

2019-04-17

$Jumia Technologies AG(JMIA)$才三十几亿想象力无限啊

马田史高西斯

2019-04-17

$Jumia Technologies AG(JMIA)$今年的十倍股啊

马田史高西斯

2018-05-03

123

$VivoPower(VVPR)$ 买了一点点

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href=\"https://laohu8.com/S/PDD\">拼多多</a>等互联网股</blockquote><p>近日，景林资产向美国证券交易委员会（SEC）提交了去年四季度末的美股持仓情况。作为最受关注和最早出海的本土私募之一，景林资产的美股持仓变动颇受市场关注。</p><p>数据显示，去年三季度末，景林整体持仓规模为24.8亿美元，环比下降13.4%。而截至去年底，景林资产在美股市场持有34家公司的股票，总市值约为27亿美元，相较于三季末略有增持。</p><p><b>其美股持仓中，中概股占半壁江山。</b>景林资产共持有约22只中概股（此外，还有一只KraneShares中国海外互联网ETF），市值约占总持仓市值的五成。</p><p>从调仓动作来看，景林资产去年四季度大幅买入互联网板块，加仓半导体和新能源车相关标的，同时清仓了教育股。</p><p><b>重仓全球互联网企业</b></p><p>景林的持仓一贯比较集中，其渠道资料表示“市场上好公司不多，基于确定性适度集中持仓，力争提高绝对收益”。2021年第三季度，前十大持股市值占其总市值的比例85.39%，2021年第四季度，景林资产前十大重仓股总市值为21.7亿美元，占其美股总持仓的81.6%，总体稳定。</p><p><b>可以说，在美股的前十大重仓股基本反映了景林资产的主要仓位、投资水平和盈利能力。</b></p><p>景林资产提交给美国证券交易委员会的13F持仓报告显示，截至去年底，景林资产前十大重仓股分别为<a href=\"https://laohu8.com/S/0A3T.UK\">SEA LTD</a>、META PLATFORMS INC（前Facebook）、谷歌母公司 ALPHABET、<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>、<a href=\"https://laohu8.com/S/ZTO\">中通快递</a>、拼多多、京东、DOORDASH INC和<a href=\"https://laohu8.com/S/BZ\">BOSS直聘</a>。</p><p><img src=\"https://static.tigerbbs.com/cd9c9fcf86cbff298bbba7e7e5c1706b\" tg-width=\"1038\" tg-height=\"738\" referrerpolicy=\"no-referrer\"/></p><p>景林资产第二季度第一重仓股仍是东南亚的电子商务平台SEA，旗下有Garena （游戏）、Shopee (电商）、SeaMoney （数字金融）三大业务 ，被称为“东南亚小腾讯”。SEA创始人是出生于天津的新加坡华人李小东。</p><p>2019年三季度首次买入超131万股，2019年底便持有SEA超210万股。过去两年多，SEA的股价从2020年初的45美元/ADS上涨到了2021年四季度的300美元/ADS附近。不过，其股价从2021年10月下旬开始不断下跌，一度跌幅超65％，至2022年1月底股价在150美元/ADS附近徘徊，是景林资产自建仓以来首次遇到的大幅回撤。</p><p>不过，面对东海集团股价大跌，景林资产四季度选择了加仓，其四季度持仓约218.82万股，持仓市值约4.9亿美元，占投资组合比列为18.16%，较上季度持仓数量增加14%。</p><p><img src=\"https://static.tigerbbs.com/eb46904bbbf67fedd2bac482c025e212\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>谷歌母公司ALPHABET则成为景林海外第三大重仓股，四季度景林翻倍增持谷歌，持有9.8万股，持有市值超2.8亿美元。</p><p>美国外卖服务平台DOORDASH是景林资产新晋前十大重仓股，持仓市值7594.7万美元。去年四季度，DOORDASH跌超50%，但景林资产从去年三季度的14万股，大幅加仓37万股到四季度末的51万股。DOORDASH成立于2013年，三位创始人均为美国华人。</p><p><b>景林资产四季度调仓的最大特点，就是对多家中美互联网公司进行了增持。</b></p><p>前十大持仓中，除了几家海外互联网巨头，景林增持的中概股有：增持拼多多70万股至271万股，期末持股市值1.58亿美元，而更早的三季度景林减持了拼多多；增持京东51万股至126.5万股，期末持股市值0.89亿美元；在三季度加仓后，继续增持BOSS直聘74万股，期末持股市值升至0.72亿美元，令其位列新晋前十大重仓股。</p><p><img src=\"https://static.tigerbbs.com/bb96845d5e1c82e848d46f200d8baa4d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/d1ac747cd88a3f4a727f88ec9c42ffb2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>在非前十大持仓中，景林资产对中国互联网公司亦多有加仓，被市场解读为逆势抄底中概股。</b></p><p>下图为景林资产2021年4季度加仓情况汇总：要说明的是，表中增持股份数对应市值，计算方式为：为以增加的持股数量，估算对应的季度末市值。这一金额与实际加仓金额不能等同，但可以作为景林资产加仓资金流向的一个参照。</p><p><img src=\"https://static.tigerbbs.com/392d49ff3173acd12a84342e421842a0\" tg-width=\"1080\" tg-height=\"1028\" referrerpolicy=\"no-referrer\"/></p><p>图：景林资产2021年第四季度加仓情况，此处市值为持仓报告中公布持仓市值。</p><p>可以看到，在非前十大持仓中，景林资产去年四季度新建仓追踪中国互联网指数的ETF——KWEB，持仓市值5068.5万美元;对<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>持股量由10.9万股增至30.7万股,增加三倍；在四季度，<a href=\"https://laohu8.com/S/FUTU\">富途控股</a>股价腰斩，景林资产新建仓48万股富途控股，持仓市值2271万美元；<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>股价2021年下半年大幅下跌超六成，四季度景林资产对哔哩哔哩的持股由三季度的52万股增至68万股。</p><p>其中，KWEB是<a href=\"https://laohu8.com/S/601995\">中金公司</a>旗下金瑞基金在美国发行的中国互联网指数ETF，规模约73亿美元，是目前美国市场上规模最大的中国股票ETF。前十大成分股依次为<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、美团、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、阿里巴巴、京东、快手、BOSS直聘、<a href=\"https://laohu8.com/S/TCOM\">携程网</a>、拼多多、贝壳。</p><p>渠道资料显示，景林资产对中国互联网公司逆势抄底，认为这类资产估值具有吸引力，基本面没有问题，具有长期成长价值。持仓公司近期陆续披露了2021年4季度的业绩，大部分都符合预期，企业竞争格局和基本面没有什么太大的变化，变化的更多是估值水平。</p><p>景林还指出，<b>互联网公司前期已经经历了相当程度的调整，在核心公司基本面没有太大问题的前提下，目前的估值具有吸引力，是逆向布局非常好的时期，长期来看<a href=\"https://laohu8.com/S/300785\">值得买</a>入。</b></p><p><b>买入半导体、新能源汽车，卖出教育股</b></p><p>除了加仓互联网，景林资产四季度最大的调仓动作还包括建仓两家半导体龙头，建仓<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>3509万美元，建仓Wolfspeed 3127万美元。</p><p>英伟达是一家美国半导体巨头，创立于1993年，创始人兼CEO为美籍华人Jensen Huang（黄仁勋）。</p><p>2021年，英伟达在推进收购英国芯片企业ARM交易，这一交易本有望成为史上最大半导体收购案。不过不久前的2022年2月8日，欧美多国监管机构表达严重关切后，英伟达决定放弃收购日本软银集团旗下芯片公司ARM，这笔高达660亿美元(约合人民币4200亿元)的交易宣告失败。</p><p>Wolfspeed（曾用名“Cree”）则是全球最大的碳化硅材料供应商，也是全球第三代半导体领先公司。</p><p>此外，景林资产加仓了几家新能源汽车，其季度报告显示，持有<a href=\"https://laohu8.com/S/LI\">理想汽车</a>98.5万股，相比于去年三季度末加仓70万股；持有<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>21.8万股，相比于去年三季度末加仓8万股；另外，景林资产还建仓<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>1.4万股。</p><p>此外，在出行领域，景林资产还买入了少量的<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>股票，四季度末持仓市值250万美元。</p><p>景林资产认为，以智能手机行业作为参考，行业渗透率超过20%之后，渗透率提升加速，进入爆发期。因此，预计2025年左右，全球新能源汽车渗透率超过20%（中国和欧洲市场会更快），未来10年，新能源汽车行业将会是一个复合增速超30%的行业，具有巨大的行业成长空间。</p><p>与加仓动作相比，景林资产的减仓相对较少。前十大重仓股中，大幅减持Meta13.77万股，减持量占持股的11%；减持贝壳13.19万股，占持股比例1%。十大重仓股外，还有大幅减持<a href=\"https://laohu8.com/S/TSM\">台积电</a>50%的持股，减持美国健身器材公司Peloton持仓的16%等。</p><p>被市场注意到的还有其清仓了三只教育股。截至去年三季度末，景林资产持有<a href=\"https://laohu8.com/S/EDU\">新东方</a>859万股，<a href=\"https://laohu8.com/S/TAL\">好未来</a>106万股，<a href=\"https://laohu8.com/S/GOTU\">高途</a>22万股。不过截至去年底，景林资产的美股持仓中已没有教育标的。</p><p>景林资产总经理高云程在去年底致投资者信中曾提出，未来一两个季度，大概率会看到经济数据的继续减速甚至下滑，同时稳增长宏观政策也会渐次出台。<b>这样的宏观背景给股票市场带来的将是估值水平提高对冲企业盈利的下降，市场极有可能在未来动荡的一两个季度中寻找到经济和企业基本面的双底部。预期股票价格仍然会有显著的波动率，但是这次的底部会成为新发展范式的起点。</b></p><p>景林最新观点认为，长期来看，对于未来中国的经济和资本市场，景林依然保持乐观。市场越是复杂震荡的时候，越需要保持价值投资的理性与客观，避免被情绪误导。给优秀的团队时间，抓住正确趋势的加速度。市场的波动，为耐心的长期投资者提供了一个便宜买入好公司的机会。</p></body></html>","source":"lsy1589542236822","collect":0,"html":"<!DOCTYPE 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}\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千亿私募景林美股持仓公布：清仓教育股，抄底互联网\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-14 07:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/BCJ5u2pkN2LnxXUHJIyqwg><strong>读数一帜</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>去年四季度景林资产在美股持仓总市值约为27亿美元，其中中概股市值占比约五成。景林大幅加仓谷歌、DoorDash、京东、拼多多等互联网股近日，景林资产向美国证券交易委员会（SEC）提交了去年四季度末的美股持仓情况。作为最受关注和最早出海的本土私募之一，景林资产的美股持仓变动颇受市场关注。数据显示，去年三季度末，景林整体持仓规模为24.8亿美元，环比下降13.4%。而截至去年底，景林资产在美股市场持有...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/BCJ5u2pkN2LnxXUHJIyqwg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e1065a5576e038ad0aa8d1bcaf0a6673","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://mp.weixin.qq.com/s/BCJ5u2pkN2LnxXUHJIyqwg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151525939","content_text":"去年四季度景林资产在美股持仓总市值约为27亿美元，其中中概股市值占比约五成。景林大幅加仓谷歌、DoorDash、京东、拼多多等互联网股近日，景林资产向美国证券交易委员会（SEC）提交了去年四季度末的美股持仓情况。作为最受关注和最早出海的本土私募之一，景林资产的美股持仓变动颇受市场关注。数据显示，去年三季度末，景林整体持仓规模为24.8亿美元，环比下降13.4%。而截至去年底，景林资产在美股市场持有34家公司的股票，总市值约为27亿美元，相较于三季末略有增持。其美股持仓中，中概股占半壁江山。景林资产共持有约22只中概股（此外，还有一只KraneShares中国海外互联网ETF），市值约占总持仓市值的五成。从调仓动作来看，景林资产去年四季度大幅买入互联网板块，加仓半导体和新能源车相关标的，同时清仓了教育股。重仓全球互联网企业景林的持仓一贯比较集中，其渠道资料表示“市场上好公司不多，基于确定性适度集中持仓，力争提高绝对收益”。2021年第三季度，前十大持股市值占其总市值的比例85.39%，2021年第四季度，景林资产前十大重仓股总市值为21.7亿美元，占其美股总持仓的81.6%，总体稳定。可以说，在美股的前十大重仓股基本反映了景林资产的主要仓位、投资水平和盈利能力。景林资产提交给美国证券交易委员会的13F持仓报告显示，截至去年底，景林资产前十大重仓股分别为SEA LTD、META PLATFORMS INC（前Facebook）、谷歌母公司 ALPHABET、网易、贝壳、中通快递、拼多多、京东、DOORDASH INC和BOSS直聘。景林资产第二季度第一重仓股仍是东南亚的电子商务平台SEA，旗下有Garena （游戏）、Shopee (电商）、SeaMoney （数字金融）三大业务 ，被称为“东南亚小腾讯”。SEA创始人是出生于天津的新加坡华人李小东。2019年三季度首次买入超131万股，2019年底便持有SEA超210万股。过去两年多，SEA的股价从2020年初的45美元/ADS上涨到了2021年四季度的300美元/ADS附近。不过，其股价从2021年10月下旬开始不断下跌，一度跌幅超65％，至2022年1月底股价在150美元/ADS附近徘徊，是景林资产自建仓以来首次遇到的大幅回撤。不过，面对东海集团股价大跌，景林资产四季度选择了加仓，其四季度持仓约218.82万股，持仓市值约4.9亿美元，占投资组合比列为18.16%，较上季度持仓数量增加14%。谷歌母公司ALPHABET则成为景林海外第三大重仓股，四季度景林翻倍增持谷歌，持有9.8万股，持有市值超2.8亿美元。美国外卖服务平台DOORDASH是景林资产新晋前十大重仓股，持仓市值7594.7万美元。去年四季度，DOORDASH跌超50%，但景林资产从去年三季度的14万股，大幅加仓37万股到四季度末的51万股。DOORDASH成立于2013年，三位创始人均为美国华人。景林资产四季度调仓的最大特点，就是对多家中美互联网公司进行了增持。前十大持仓中，除了几家海外互联网巨头，景林增持的中概股有：增持拼多多70万股至271万股，期末持股市值1.58亿美元，而更早的三季度景林减持了拼多多；增持京东51万股至126.5万股，期末持股市值0.89亿美元；在三季度加仓后，继续增持BOSS直聘74万股，期末持股市值升至0.72亿美元，令其位列新晋前十大重仓股。在非前十大持仓中，景林资产对中国互联网公司亦多有加仓，被市场解读为逆势抄底中概股。下图为景林资产2021年4季度加仓情况汇总：要说明的是，表中增持股份数对应市值，计算方式为：为以增加的持股数量，估算对应的季度末市值。这一金额与实际加仓金额不能等同，但可以作为景林资产加仓资金流向的一个参照。图：景林资产2021年第四季度加仓情况，此处市值为持仓报告中公布持仓市值。可以看到，在非前十大持仓中，景林资产去年四季度新建仓追踪中国互联网指数的ETF——KWEB，持仓市值5068.5万美元;对阿里巴巴持股量由10.9万股增至30.7万股,增加三倍；在四季度，富途控股股价腰斩，景林资产新建仓48万股富途控股，持仓市值2271万美元；哔哩哔哩股价2021年下半年大幅下跌超六成，四季度景林资产对哔哩哔哩的持股由三季度的52万股增至68万股。其中，KWEB是中金公司旗下金瑞基金在美国发行的中国互联网指数ETF，规模约73亿美元，是目前美国市场上规模最大的中国股票ETF。前十大成分股依次为腾讯控股、美团、百度、阿里巴巴、京东、快手、BOSS直聘、携程网、拼多多、贝壳。渠道资料显示，景林资产对中国互联网公司逆势抄底，认为这类资产估值具有吸引力，基本面没有问题，具有长期成长价值。持仓公司近期陆续披露了2021年4季度的业绩，大部分都符合预期，企业竞争格局和基本面没有什么太大的变化，变化的更多是估值水平。景林还指出，互联网公司前期已经经历了相当程度的调整，在核心公司基本面没有太大问题的前提下，目前的估值具有吸引力，是逆向布局非常好的时期，长期来看值得买入。买入半导体、新能源汽车，卖出教育股除了加仓互联网，景林资产四季度最大的调仓动作还包括建仓两家半导体龙头，建仓英伟达3509万美元，建仓Wolfspeed 3127万美元。英伟达是一家美国半导体巨头，创立于1993年，创始人兼CEO为美籍华人Jensen 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