森哥888的个人主页 - 老虎社区

森哥888

森哥888

互联网从业人员。价值投资、投机、期权的初学者，在探索不同交易策略。

IP属地：浙江

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0勋章

11-15

$DJT 20241115 36.0 CALL$ sell call临近到期平仓，释放保证金额

11-14

DJT在震荡中下行，这似乎是个共识，也是我认同的方向。做短周期naked sell call来获利。也就是在赌短期内不暴涨 $DJT 20241115 40.0 CALL$

11-13

做了一次call rollover，平仓了$TSLA 20250221 250.0 CALL$，买入$TSLA 20250321 400.0 CALL$ ，提取出大部分利润落袋为安，保留持有的call option数量不变，继续观察Elon Musk保国公

11-09

延迟1.5-4.5个月的操作切片不要太当真，45天可以多次调整了

景林资产Q3大举增持苹果，减持微软、英伟达，清仓特斯拉等

11-08

$DJT 20241108 31.0 CALL$ 美国大选结束后，DJT第一个末日期权。大选前风险高，选后隐含波动率依然处在高位，股价回落成为主流共识预期，还有价值可以挤压，在多个价格点位做naked sell call，赚点Theta钱

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<a href=\"https://laohu8.com/OPT/DJT 20241115 36.0 CALL\">$DJT 20241115 36.0 CALL$</a> sell call临近到期平仓，释放保证金额","listText":"<a href=\"https://laohu8.com/OPT/DJT 20241115 36.0 CALL\">$DJT 20241115 36.0 CALL$</a> sell call临近到期平仓，释放保证金额","text":"$DJT 20241115 36.0 CALL$ sell call临近到期平仓，释放保证金额","images":[{"img":"https://static.tigerbbs.com/c0b0a2c8d9745ea3795189a13760bc4a","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/371067974369600","isVote":1,"tweetType":1,"viewCount":5113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":370737212330304,"gmtCreate":1731551080188,"gmtModify":1731551722364,"author":{"id":"3462327322820267","authorId":"3462327322820267","name":"森哥888","avatar":"https://static.tigerbbs.com/3234a303744aa8625b9a9979674919ee","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3462327322820267","idStr":"3462327322820267"},"themes":[],"htmlText":"DJT在震荡中下行，这似乎是个共识，也是我认同的方向。做短周期naked sell call来获利。也就是在赌短期内不暴涨 <a href=\"https://laohu8.com/OPT/DJT 20241115 40.0 CALL\">$DJT 20241115 40.0 CALL$</a>&nbsp;","listText":"DJT在震荡中下行，这似乎是个共识，也是我认同的方向。做短周期naked sell call来获利。也就是在赌短期内不暴涨 <a href=\"https://laohu8.com/OPT/DJT 20241115 40.0 CALL\">$DJT 20241115 40.0 CALL$</a>&nbsp;","text":"DJT在震荡中下行，这似乎是个共识，也是我认同的方向。做短周期naked sell call来获利。也就是在赌短期内不暴涨 $DJT 20241115 40.0 CALL$","images":[{"img":"https://static.tigerbbs.com/d5bfe97d1aa1f01a12dd7e1758c3602d","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/370737212330304","isVote":1,"tweetType":1,"viewCount":8218,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000288","authorId":"9000000000000288","name":"康德的的的","avatar":"https://static.tigerbbs.com/124ddb27832ad3a5d8aa835fe6bb7572","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000288","idStr":"9000000000000288"},"content":"这个策略听起来不错，风险把控好就行","text":"这个策略听起来不错，风险把控好就行","html":"这个策略听起来不错，风险把控好就行"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":370552649646224,"gmtCreate":1731468662280,"gmtModify":1731483310155,"author":{"id":"3462327322820267","authorId":"3462327322820267","name":"森哥888","avatar":"https://static.tigerbbs.com/3234a303744aa8625b9a9979674919ee","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3462327322820267","idStr":"3462327322820267"},"themes":[],"htmlText":"做了一次call rollover，平仓了<a href=\"https://laohu8.com/OPT/TSLA 20250221 250.0 CALL\">$TSLA 20250221 250.0 CALL$</a>，买入<a href=\"https://laohu8.com/OPT/TSLA 20250321 400.0 CALL\">$TSLA 20250321 400.0 CALL$</a> ，提取出大部分利润落袋为安，保留持有的call option数量不变，继续观察Elon Musk保国公","listText":"做了一次call rollover，平仓了<a href=\"https://laohu8.com/OPT/TSLA 20250221 250.0 CALL\">$TSLA 20250221 250.0 CALL$</a>，买入<a href=\"https://laohu8.com/OPT/TSLA 20250321 400.0 CALL\">$TSLA 20250321 400.0 CALL$</a> ，提取出大部分利润落袋为安，保留持有的call option数量不变，继续观察Elon Musk保国公","text":"做了一次call rollover，平仓了$TSLA 20250221 250.0 CALL$，买入$TSLA 20250321 400.0 CALL$ ，提取出大部分利润落袋为安，保留持有的call option数量不变，继续观察Elon Musk保国公","images":[{"img":"https://static.tigerbbs.com/0958c4ccaf7aeb14ba8230d3d407ee79","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/370552649646224","isVote":1,"tweetType":1,"viewCount":5274,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010327","authorId":"10000000000010327","name":"哆啦A梦的口袋喵","avatar":"https://static.tigerbbs.com/ad3593d983054c3bc82eb6ebcb415be0","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010327","idStr":"10000000000010327"},"content":"操作真的是太绝了，稳稳的获利了结，牛逼 [666] 继续加油","text":"操作真的是太绝了，稳稳的获利了结，牛逼 [666] 继续加油","html":"操作真的是太绝了，稳稳的获利了结，牛逼 [666] 继续加油"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":369125544103944,"gmtCreate":1731156246773,"gmtModify":1731156597608,"author":{"id":"3462327322820267","authorId":"3462327322820267","name":"森哥888","avatar":"https://static.tigerbbs.com/3234a303744aa8625b9a9979674919ee","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3462327322820267","idStr":"3462327322820267"},"themes":[],"htmlText":"延迟1.5-4.5个月的操作切片不要太当真，45天可以多次调整了","listText":"延迟1.5-4.5个月的操作切片不要太当真，45天可以多次调整了","text":"延迟1.5-4.5个月的操作切片不要太当真，45天可以多次调整了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369125544103944","repostId":"1192760457","repostType":2,"repost":{"id":"1192760457","pubTimestamp":1731118642,"share":"https://www.laohu8.com/m/news/1192760457?lang=&edition=full","pubTime":"2024-11-09 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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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&nbsp;&nbsp;&nbsp;<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":{},"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":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368600267247984,"gmtCreate":1731027877032,"gmtModify":1731030965442,"author":{"id":"3462327322820267","authorId":"3462327322820267","name":"森哥888","avatar":"https://static.tigerbbs.com/3234a303744aa8625b9a9979674919ee","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3462327322820267","idStr":"3462327322820267"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/DJT 20241108 31.0 CALL\">$DJT 20241108 31.0 CALL$</a> 美国大选结束后，DJT第一个末日期权。大选前风险高，选后隐含波动率依然处在高位，股价回落成为主流共识预期，还有价值可以挤压，在多个价格点位做naked sell call，赚点Theta钱","listText":"<a href=\"https://laohu8.com/OPT/DJT 20241108 31.0 CALL\">$DJT 20241108 31.0 CALL$</a> 美国大选结束后，DJT第一个末日期权。大选前风险高，选后隐含波动率依然处在高位，股价回落成为主流共识预期，还有价值可以挤压，在多个价格点位做naked sell call，赚点Theta钱","text":"$DJT 20241108 31.0 CALL$ 美国大选结束后，DJT第一个末日期权。大选前风险高，选后隐含波动率依然处在高位，股价回落成为主流共识预期，还有价值可以挤压，在多个价格点位做naked sell call，赚点Theta钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/368600267247984","isVote":1,"tweetType":1,"viewCount":6010,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4165787134050210","authorId":"4165787134050210","name":"业余的全职专业投资人","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4165787134050210","idStr":"4165787134050210"},"content":"按我的预测，收益翻几倍了！","text":"按我的预测，收益翻几倍了！","html":"按我的预测，收益翻几倍了！"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":368600267247984,"gmtCreate":1731027877032,"gmtModify":1731030965442,"author":{"id":"3462327322820267","authorId":"3462327322820267","name":"森哥888","avatar":"https://static.tigerbbs.com/3234a303744aa8625b9a9979674919ee","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3462327322820267","idStr":"3462327322820267"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/DJT 20241108 31.0 CALL\">$DJT 20241108 31.0 CALL$</a> 美国大选结束后，DJT第一个末日期权。大选前风险高，选后隐含波动率依然处在高位，股价回落成为主流共识预期，还有价值可以挤压，在多个价格点位做naked sell call，赚点Theta钱","listText":"<a href=\"https://laohu8.com/OPT/DJT 20241108 31.0 CALL\">$DJT 20241108 31.0 CALL$</a> 美国大选结束后，DJT第一个末日期权。大选前风险高，选后隐含波动率依然处在高位，股价回落成为主流共识预期，还有价值可以挤压，在多个价格点位做naked sell call，赚点Theta钱","text":"$DJT 20241108 31.0 CALL$ 美国大选结束后，DJT第一个末日期权。大选前风险高，选后隐含波动率依然处在高位，股价回落成为主流共识预期，还有价值可以挤压，在多个价格点位做naked sell call，赚点Theta钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/368600267247984","isVote":1,"tweetType":1,"viewCount":6010,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4165787134050210","authorId":"4165787134050210","name":"业余的全职专业投资人","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4165787134050210","idStr":"4165787134050210"},"content":"按我的预测，收益翻几倍了！","text":"按我的预测，收益翻几倍了！","html":"按我的预测，收益翻几倍了！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370737212330304,"gmtCreate":1731551080188,"gmtModify":1731551722364,"author":{"id":"3462327322820267","authorId":"3462327322820267","name":"森哥888","avatar":"https://static.tigerbbs.com/3234a303744aa8625b9a9979674919ee","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3462327322820267","idStr":"3462327322820267"},"themes":[],"htmlText":"DJT在震荡中下行，这似乎是个共识，也是我认同的方向。做短周期naked sell call来获利。也就是在赌短期内不暴涨 <a href=\"https://laohu8.com/OPT/DJT 20241115 40.0 CALL\">$DJT 20241115 40.0 CALL$</a>&nbsp;","listText":"DJT在震荡中下行，这似乎是个共识，也是我认同的方向。做短周期naked sell call来获利。也就是在赌短期内不暴涨 <a href=\"https://laohu8.com/OPT/DJT 20241115 40.0 CALL\">$DJT 20241115 40.0 CALL$</a>&nbsp;","text":"DJT在震荡中下行，这似乎是个共识，也是我认同的方向。做短周期naked sell call来获利。也就是在赌短期内不暴涨 $DJT 20241115 40.0 CALL$","images":[{"img":"https://static.tigerbbs.com/d5bfe97d1aa1f01a12dd7e1758c3602d","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/370737212330304","isVote":1,"tweetType":1,"viewCount":8218,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000288","authorId":"9000000000000288","name":"康德的的的","avatar":"https://static.tigerbbs.com/124ddb27832ad3a5d8aa835fe6bb7572","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000288","idStr":"9000000000000288"},"content":"这个策略听起来不错，风险把控好就行","text":"这个策略听起来不错，风险把控好就行","html":"这个策略听起来不错，风险把控好就行"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":370552649646224,"gmtCreate":1731468662280,"gmtModify":1731483310155,"author":{"id":"3462327322820267","authorId":"3462327322820267","name":"森哥888","avatar":"https://static.tigerbbs.com/3234a303744aa8625b9a9979674919ee","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3462327322820267","idStr":"3462327322820267"},"themes":[],"htmlText":"做了一次call rollover，平仓了<a href=\"https://laohu8.com/OPT/TSLA 20250221 250.0 CALL\">$TSLA 20250221 250.0 CALL$</a>，买入<a href=\"https://laohu8.com/OPT/TSLA 20250321 400.0 CALL\">$TSLA 20250321 400.0 CALL$</a> ，提取出大部分利润落袋为安，保留持有的call option数量不变，继续观察Elon Musk保国公","listText":"做了一次call rollover，平仓了<a href=\"https://laohu8.com/OPT/TSLA 20250221 250.0 CALL\">$TSLA 20250221 250.0 CALL$</a>，买入<a href=\"https://laohu8.com/OPT/TSLA 20250321 400.0 CALL\">$TSLA 20250321 400.0 CALL$</a> ，提取出大部分利润落袋为安，保留持有的call option数量不变，继续观察Elon Musk保国公","text":"做了一次call rollover，平仓了$TSLA 20250221 250.0 CALL$，买入$TSLA 20250321 400.0 CALL$ ，提取出大部分利润落袋为安，保留持有的call option数量不变，继续观察Elon Musk保国公","images":[{"img":"https://static.tigerbbs.com/0958c4ccaf7aeb14ba8230d3d407ee79","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/370552649646224","isVote":1,"tweetType":1,"viewCount":5274,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010327","authorId":"10000000000010327","name":"哆啦A梦的口袋喵","avatar":"https://static.tigerbbs.com/ad3593d983054c3bc82eb6ebcb415be0","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010327","idStr":"10000000000010327"},"content":"操作真的是太绝了，稳稳的获利了结，牛逼 [666] 继续加油","text":"操作真的是太绝了，稳稳的获利了结，牛逼 [666] 继续加油","html":"操作真的是太绝了，稳稳的获利了结，牛逼 [666] 继续加油"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":371067974369600,"gmtCreate":1731631832639,"gmtModify":1731637128687,"author":{"id":"3462327322820267","authorId":"3462327322820267","name":"森哥888","avatar":"https://static.tigerbbs.com/3234a303744aa8625b9a9979674919ee","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3462327322820267","idStr":"3462327322820267"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/DJT 20241115 36.0 CALL\">$DJT 20241115 36.0 CALL$</a> sell call临近到期平仓，释放保证金额","listText":"<a href=\"https://laohu8.com/OPT/DJT 20241115 36.0 CALL\">$DJT 20241115 36.0 CALL$</a> sell call临近到期平仓，释放保证金额","text":"$DJT 20241115 36.0 CALL$ sell call临近到期平仓，释放保证金额","images":[{"img":"https://static.tigerbbs.com/c0b0a2c8d9745ea3795189a13760bc4a","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/371067974369600","isVote":1,"tweetType":1,"viewCount":5113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":369125544103944,"gmtCreate":1731156246773,"gmtModify":1731156597608,"author":{"id":"3462327322820267","authorId":"3462327322820267","name":"森哥888","avatar":"https://static.tigerbbs.com/3234a303744aa8625b9a9979674919ee","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3462327322820267","idStr":"3462327322820267"},"themes":[],"htmlText":"延迟1.5-4.5个月的操作切片不要太当真，45天可以多次调整了","listText":"延迟1.5-4.5个月的操作切片不要太当真，45天可以多次调整了","text":"延迟1.5-4.5个月的操作切片不要太当真，45天可以多次调整了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369125544103944","repostId":"1192760457","repostType":2,"repost":{"id":"1192760457","pubTimestamp":1731118642,"share":"https://www.laohu8.com/m/news/1192760457?lang=&edition=full","pubTime":"2024-11-09 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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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&nbsp;&nbsp;&nbsp;<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":{},"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":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}