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福尔摩彤
落子无悔,藏器于身,待时而动
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福尔摩彤
11-09
踏空特斯拉
景林资产Q3大举增持苹果,减持微软、英伟达,清仓特斯拉等
福尔摩彤
03-12
$英伟达(NVDA)$
现在的英伟达应该属于买的人和卖的人都会互道**的阶段
福尔摩彤
2021-11-10
$英伟达(NVDA)$
胆小的在周一就跑了[捂脸] 另外,想问一下有没有关于芯片的适合门外汉看的书籍[得意]
福尔摩彤
2021-06-04
疫情。。。
抱歉,原内容已删除
福尔摩彤
2021-04-16
$新纪元能源(NEE)$
稳稳的幸福
福尔摩彤
2021-04-12
$阿里巴巴(BABA)$
靴子落地?
福尔摩彤
2021-04-07
请教一下截图是什么软件
巴菲特老搭档芒格增持阿里巴巴,重仓16万股
福尔摩彤
2021-02-18
$新氧(SY)$
啊这。。[流泪]
福尔摩彤
2021-02-18
$新氧(SY)$
保证金调整是什么意思
福尔摩彤
2020-12-11
$哔哩哔哩(BILI)$
为什么[捂脸] [捂脸] 卖了就涨
福尔摩彤
2020-09-02
$阿里巴巴(BABA)$
你又来了,冲高回落[流泪]
福尔摩彤
2020-08-26
$网易(NTES)$
$阿里巴巴(BABA)$
你俩走的有点像
福尔摩彤
2020-08-26
$阿里巴巴(BABA)$
新高又新高[财迷]
福尔摩彤
2020-08-07
$阿里巴巴(BABA)$
$网易(NTES)$
不慌,信你[暗中观察]
福尔摩彤
2020-07-29
$蓝城兄弟(BLCT)$
兄弟靠你了[吃瓜]
福尔摩彤
2020-07-21
$跟谁学(GSX)$
$哔哩哔哩(BILI)$
亮点自寻[捂脸]
福尔摩彤
2020-07-14
$伯克希尔B(BRK.B)$
你终于起来了[开心]
福尔摩彤
2020-07-13
$特斯拉(TSLA)$
从买得起到买不起
福尔摩彤
2020-07-03
作为隐秘的少数,我们需要表达 [得意]突然想到以前如果想知道对方是不是姬友,需要旁敲侧击问很多问题,比如问对方喜欢的男/女明星是谁 [捂脸]现在新增一个问法:你最中意哪只美股 [害羞]盲抓一只
@小虎活动
@小虎活动:【邀虎友赢双倍奖】我和基友有话说?!一起谈谈Blued的IPO吧
福尔摩彤
2020-07-02
$伯克希尔B(BRK.B)$
冲冲冲,冲破ma阻力位!
去老虎APP查看更多动态
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10:17","market":"us","language":"zh","title":"景林资产Q3大举增持苹果,减持微软、英伟达,清仓特斯拉等","url":"https://stock-news.laohu8.com/highlight/detail?id=1192760457","media":"智通财经网","summary":"第三季度持仓总市值为31.5亿美元。","content":"<html><head></head><body><p>根据美国证券交易委员会(SEC)披露,知名中国私募景林资产递交了截至2024年9月30日的第三季度持仓报告(13F)。</p><p style=\"text-align: justify;\">最新数据显示,景林资产第三季度持仓总市值为31.5亿美元,上一季度总市值为37.9亿美元。在第三季度的持仓组合中,新增6只个股,增持10只个股;同时清仓了12只个股,减持12只个股。其中,前十大持仓标的占总市值的86.23%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b68fe19642dbaf9f456480130a4cca9c\" title=\"\" tg-width=\"613\" tg-height=\"334\"/></p><p style=\"text-align: justify;\"><strong>在前十大重仓股中,</strong>拼多多位列第一,持仓约452万股,持仓市值约6.09亿美元,占投资组合比例为19.33%,较上季度持仓数量减少13.24%。</p><p style=\"text-align: justify;\">Meta Platforms位列第二,持仓约86万股,持仓市值约4.94亿美元,占投资组合比例为15.69%,较上季度持仓数量减少25.67%。</p><p style=\"text-align: justify;\">网易位列第三,持仓约328万股,持仓市值约3.07亿美元,占投资组合比例为9.73%,较上季度持仓数量下降14.16%。</p><p style=\"text-align: justify;\">台积电位列第四,持仓约172万股,持仓市值约2.99亿美元,占投资组合比例为9.49%,较上季度持仓数量减少36.62%。</p><p style=\"text-align: justify;\">满帮位列第五,持仓约2422万股,持仓市值约2.18亿美元,占投资组合比例为6.93%,较上季度持仓数量减少10.26%。</p><p style=\"text-align: justify;\">位列景林的前十大重仓股的个股还包括:苹果、中通快递、Doordash、新东方。其中,景林在第三季度大幅增持约59万股苹果股票,较上季度持仓数量增长356.95%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf65862dabe040dc6ea1b0742fbf6b6a\" title=\"\" tg-width=\"1105\" tg-height=\"561\"/></p><p style=\"text-align: justify;\"><strong>从持仓比例变化来看,前五大买入标的分别是:</strong>苹果、中通快速、腾讯音乐、阿里巴巴、好未来。</p><p style=\"text-align: justify;\"><strong>前五大卖出标的包括:</strong>微软、英伟达、台积电、阿斯麦、iShares费城半导体ETF。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e9fa69ad3189c1356a5e583ffed8cd0\" title=\"\" tg-width=\"832\" tg-height=\"457\"/></p><p style=\"text-align: justify;\">景林三季度建仓Sea、Alphabet、百济神州、传奇生物、辉瑞、戴尔科技。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c09589a3e0540c38eb539d6026a62579\" alt=\"\" title=\"\" tg-width=\"1021\" tg-height=\"375\"/></p><p style=\"text-align: justify;\">景林三季度清仓波士顿科学、默沙东、赛默飞世尔、美国雅保、亚马逊、诺和诺德、阿斯麦、iShares费城半导体ETF、特斯拉、挚文集团、1药网、理想汽车。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3493fc0dfcc137cabdc40fe3018ac9ec\" title=\"\" tg-width=\"1000\" tg-height=\"657\"/></p></body></html>","source":"stock_zhitongcaijing","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>景林资产Q3大举增持苹果,减持微软、英伟达,清仓特斯拉等</title>\n<style 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}\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景林资产Q3大举增持苹果,减持微软、英伟达,清仓特斯拉等\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-09 10:17 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1208887.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>根据美国证券交易委员会(SEC)披露,知名中国私募景林资产递交了截至2024年9月30日的第三季度持仓报告(13F)。最新数据显示,景林资产第三季度持仓总市值为31.5亿美元,上一季度总市值为37.9亿美元。在第三季度的持仓组合中,新增6只个股,增持10只个股;同时清仓了12只个股,减持12只个股。其中,前十大持仓标的占总市值的86.23%。在前十大重仓股中,拼多多位列第一,持仓约452万股,持仓...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1208887.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/279271afecbc42ac3281d9f038aec03d","relate_stocks":{"AAPL":"苹果","NVDA":"英伟达","MSFT":"微软"},"source_url":"https://www.zhitongcaijing.com/content/detail/1208887.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192760457","content_text":"根据美国证券交易委员会(SEC)披露,知名中国私募景林资产递交了截至2024年9月30日的第三季度持仓报告(13F)。最新数据显示,景林资产第三季度持仓总市值为31.5亿美元,上一季度总市值为37.9亿美元。在第三季度的持仓组合中,新增6只个股,增持10只个股;同时清仓了12只个股,减持12只个股。其中,前十大持仓标的占总市值的86.23%。在前十大重仓股中,拼多多位列第一,持仓约452万股,持仓市值约6.09亿美元,占投资组合比例为19.33%,较上季度持仓数量减少13.24%。Meta Platforms位列第二,持仓约86万股,持仓市值约4.94亿美元,占投资组合比例为15.69%,较上季度持仓数量减少25.67%。网易位列第三,持仓约328万股,持仓市值约3.07亿美元,占投资组合比例为9.73%,较上季度持仓数量下降14.16%。台积电位列第四,持仓约172万股,持仓市值约2.99亿美元,占投资组合比例为9.49%,较上季度持仓数量减少36.62%。满帮位列第五,持仓约2422万股,持仓市值约2.18亿美元,占投资组合比例为6.93%,较上季度持仓数量减少10.26%。位列景林的前十大重仓股的个股还包括:苹果、中通快递、Doordash、新东方。其中,景林在第三季度大幅增持约59万股苹果股票,较上季度持仓数量增长356.95%。从持仓比例变化来看,前五大买入标的分别是:苹果、中通快速、腾讯音乐、阿里巴巴、好未来。前五大卖出标的包括:微软、英伟达、台积电、阿斯麦、iShares费城半导体ETF。景林三季度建仓Sea、Alphabet、百济神州、传奇生物、辉瑞、戴尔科技。景林三季度清仓波士顿科学、默沙东、赛默飞世尔、美国雅保、亚马逊、诺和诺德、阿斯麦、iShares费城半导体ETF、特斯拉、挚文集团、1药网、理想汽车。","news_type":1},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":283512534151392,"gmtCreate":1710255764551,"gmtModify":1710255765791,"author":{"id":"3459078384852028","authorId":"3459078384852028","name":"福尔摩彤","avatar":"https://static.tigerbbs.com/954b46976ab5b854d6228e4a7fe35b0b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459078384852028","authorIdStr":"3459078384852028"},"themes":[],"htmlText":"<a 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20:25","market":"us","language":"zh","title":"巴菲特老搭档芒格增持阿里巴巴,重仓16万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2125792419","media":"金十数据","summary":"如何解读这一举动?","content":"<html><body><p>据外媒报道,4月6日消息,“股神”巴菲特的老搭档查理·芒格任董事长的报纸和软件公司Daily Journal Corp. 4月5日披露的13F持仓报告显示,<strong><span>该公司在2021年第一季度通过美国存托凭证(ADR)新建仓<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>美股,在3月底的持股数为165320股,以当时的股价计算持仓市值约3750万美元。</span></strong></p><p><img src=\"https://cdn-news.jin10.com/e1995256-085c-4ed6-910a-c40e84a1310f.jpg\"/></p><p>截至2021年第一季度,Daily Journal持有5只股票,总价值1.97亿美元。该公司还持有<a href=\"https://laohu8.com/S/WFC\">富国银行</a>、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>、浦项制铁和US Bancorp的股份,这些投资自2020年底以来一直没有变化。芒格还投资于比亚迪等公司。</p><p><img src=\"https://cdn-news.jin10.com/89e5c7de-040d-4f08-bbd5-4eeb5689a367.jpg\"/></p><p>查理·芒格为Daily Journal董事长,也是<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>的副董事长,是巴菲特的一生挚友、长期合作伙伴。</p><p>需要注意的是,<strong>尽管芒格为伯克希尔哈撒韦投资了不少<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>股票,但此前一直对阿里巴巴没什么兴趣</strong>,阿里巴巴完善的管理、出色的回报率和有利可图的商业模式没能打动芒格的心,有分析认为巴菲特“黄金搭档”似乎担心阿里巴巴长期稳定性。</p><p>因此这次芒格旗下报社Daily Journal重仓买入阿里巴巴令市场相当意外,不过这个举动也并非那么突兀。芒格过去就经常会聊到中国,今年Daily Journal年度股东会时也有谈到中国。</p><p>芒格在去年12月14日的一次访谈中曾表示:</p><blockquote><p><strong>“中国有30年的实际经济增长率,这是世界历史上任何大国都没有过的……我投资了一部分美国公司,它们在中国做生意,包括<a href=\"https://laohu8.com/S/KO\">可口可乐</a>。当然,我对中国头部公司(的认知方面)也有非常成功的经验,这也可能会持续下去。”</strong></p></blockquote></body></html>","source":"xnew_highlight","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>巴菲特老搭档芒格增持阿里巴巴,重仓16万股</title>\n<style 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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巴菲特老搭档芒格增持阿里巴巴,重仓16万股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-06 20:25 北京时间 <a href=https://xnews.jin10.com/webapp/details.html?id=72741&type=news><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据外媒报道,4月6日消息,“股神”巴菲特的老搭档查理·芒格任董事长的报纸和软件公司Daily Journal Corp. 4月5日披露的13F持仓报告显示,该公司在2021年第一季度通过美国存托凭证(ADR)新建仓阿里巴巴美股,在3月底的持股数为165320股,以当时的股价计算持仓市值约3750万美元。截至2021年第一季度,Daily Journal持有5只股票,总价值1.97亿美元。该公司还...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=72741&type=news\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://cdn-news.jin10.com/45e8a495-38c3-4187-9c1c-fbd4314b991f.png/lite","relate_stocks":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B","QNETCN":"纳斯达克中美互联网老虎指数","09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=72741&type=news","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2125792419","content_text":"据外媒报道,4月6日消息,“股神”巴菲特的老搭档查理·芒格任董事长的报纸和软件公司Daily Journal Corp. 4月5日披露的13F持仓报告显示,该公司在2021年第一季度通过美国存托凭证(ADR)新建仓阿里巴巴美股,在3月底的持股数为165320股,以当时的股价计算持仓市值约3750万美元。截至2021年第一季度,Daily Journal持有5只股票,总价值1.97亿美元。该公司还持有富国银行、美国银行、浦项制铁和US Bancorp的股份,这些投资自2020年底以来一直没有变化。芒格还投资于比亚迪等公司。查理·芒格为Daily Journal董事长,也是伯克希尔的副董事长,是巴菲特的一生挚友、长期合作伙伴。需要注意的是,尽管芒格为伯克希尔哈撒韦投资了不少亚马逊股票,但此前一直对阿里巴巴没什么兴趣,阿里巴巴完善的管理、出色的回报率和有利可图的商业模式没能打动芒格的心,有分析认为巴菲特“黄金搭档”似乎担心阿里巴巴长期稳定性。因此这次芒格旗下报社Daily 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href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a>冲冲冲,冲破ma阻力位!","listText":"<a 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认知水平,长远眼光是多么重要","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/915515688","isVote":1,"tweetType":1,"viewCount":3858,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3474599964092668","authorId":"3474599964092668","name":"未卜","avatar":"https://static.tigerbbs.com/ce5ca381fa3300a5fae303312eb8e991","crmLevel":5,"crmLevelSwitch":0,"idStr":"3474599964092668","authorIdStr":"3474599964092668"},"content":"所以如果频繁操作技术一般,就不去选个潜力股,长期持有回报率也很高","text":"所以如果频繁操作技术一般,就不去选个潜力股,长期持有回报率也很高","html":"所以如果频繁操作技术一般,就不去选个潜力股,长期持有回报率也很高"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":955970785,"gmtCreate":1592296547247,"gmtModify":1704198667293,"author":{"id":"3459078384852028","authorId":"3459078384852028","name":"福尔摩彤","avatar":"https://static.tigerbbs.com/954b46976ab5b854d6228e4a7fe35b0b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459078384852028","authorIdStr":"3459078384852028"},"themes":[],"htmlText":"<a 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[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/955970785","isVote":1,"tweetType":1,"viewCount":2236,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"20722186463466","authorId":"20722186463466","name":"爱发红包的虎妞","avatar":"https://static.tigerbbs.com/acf27be178fbc21279d1959ce5bec4e7","crmLevel":1,"crmLevelSwitch":0,"idStr":"20722186463466","authorIdStr":"20722186463466"},"content":"哈喽,可以加虎妞一下吗~有几个问题想采访您~~v:tigerbrokers","text":"哈喽,可以加虎妞一下吗~有几个问题想采访您~~v:tigerbrokers","html":"哈喽,可以加虎妞一下吗~有几个问题想采访您~~v:tigerbrokers"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":958190805,"gmtCreate":1591190678107,"gmtModify":1704194719744,"author":{"id":"3459078384852028","authorId":"3459078384852028","name":"福尔摩彤","avatar":"https://static.tigerbbs.com/954b46976ab5b854d6228e4a7fe35b0b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459078384852028","authorIdStr":"3459078384852028"},"themes":[],"htmlText":"<a 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