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我曰
2019-12-11
$心动公司(02400)$
打新就中了200股，费用600多港币，亏死，以后不打了
我曰
2021-08-14
难怪传言景林爆仓
景林资产重仓海外版“美团”，逆势抄底教育股
我曰
2021-04-10
58上全是骗子吧？
抱歉，原内容已删除
去老虎APP查看更多动态
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11:57","market":"us","language":"zh","title":"景林资产重仓海外版“美团”，逆势抄底教育股","url":"https://stock-news.laohu8.com/highlight/detail?id=2159840219","media":"华尔街见闻","summary":"接近200亿元规模","content":"<p>北京时间8月14日凌晨，景林资产披露美股最新持仓明细。</p>\n<p>资事堂发现，截至今年二季度末，这家千亿级私募巨头美股持仓市值28.59亿美元，折合人民币185.2亿元。</p>\n<p>相较今年一季末的23.64亿美元持仓，管理规模环比增加21%。</p>\n<p>有东南亚“小<a href=\"https://laohu8.com/S/00700\">腾讯</a>”之称的SEA（东海集团），继续位列头号持仓标的。</p>\n<p>值得注意的是，景林资产出现逆势布局的操作，建仓了<a href=\"https://laohu8.com/S/EDU\">新东方</a>、<a href=\"https://laohu8.com/S/GOTU\">高途</a>教育，并继续持有<a href=\"https://laohu8.com/S/TAL\">好未来</a>，上述三只股票均为教育股。</p>\n<h2><b>高集中度持仓</b></h2>\n<p>据美国证监会，景林资产前十大持仓股票最新市值为24.4亿美元，占其组合的比例高达85%如上图所示，头号持仓股票为SEA（东海集团），持仓市值高达6.06亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/0afbb08dc68d3c0c772a63d84518676a\" tg-width=\"554\" tg-height=\"335\" referrerpolicy=\"no-referrer\"></p>\n<p>SEA的创始人是李小冬，毕业于上海交大，2009年在新加坡初创该企业，2017年正式登陆纽约交易所。因SEA的商业模式对标腾讯，因此被称为东南亚的“小腾讯”。</p>\n<p>自今年一季度起，SEA跃升为景林的第一大重仓股。相比一季度持股数量，二季度有微幅的减仓操作。</p>\n<p>其余持仓超过2亿美元的标的依次为：FACEBOOK（脸书）、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/ZTO\">中通快递</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>。叠加SEA，这构成景林的前五大持仓。</p>\n<p><b>计算发现，上述五大重仓股市值占其美股组合68%。</b></p>\n<p>景林资产以高集中度持仓、侧重成长风格得名，因此净值曲线受市场波动影响，经常大开大合。</p>\n<h2><b>重仓股出现“新兵”</b></h2>\n<p>相较一季度，掉出景林资产十大持仓的公司有两家，即<a href=\"https://laohu8.com/S/JD\">京东</a>和<a href=\"https://laohu8.com/S/TSM\">台积电</a>。</p>\n<p>其中，对台积电出现明显减持，从34.6万股减至22.7万股。</p>\n<p>而新进的公司为<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>和DoorDash。</p>\n<p>资事堂发现，DoorDash是景林二季度新建仓的股票，一出手就买入55.3万股，持仓市值接近1亿美元。</p>\n<p>据悉，这是一家美国外卖服务平台，2020年12月登陆纽交所，三位创始人均为美国华人，且均为大学时同窗。</p>\n<p>这家平台成立于2013年，仅用七年时间就超过美国“外卖鼻祖”Grubhub，成为了美国外卖配送行业市场份额最大的平台。数据显示，DoorDash拥有56%的市场份额。此外，在便利递送类别中，该公司也占有60%的市场份额。</p>\n<p>另据了解，DoorDash背后曾有软银、红杉资本、新加坡政府投资公司（GIC）等巨头机构的融资支持。</p>\n<p>可以看出，景林资产的美股持仓中，不仅有中概股，也对美国本土的公司进行深度挖掘并敢于重仓。</p>\n<h2><b>“留守”教育股</b></h2>\n<p>受到校外教育政策的变化，二季度资本陆续清仓教育中概股。</p>\n<p>然而，景林资产在二季度选择“留守”。</p>\n<p>资事堂发现，最新持有新东方教育、好未来和高途教育，持仓市值分别达580万美元、2331万美元、330万美元。</p>\n<p>最为关键的是，一季度末时景林持仓中只有好未来，这意味着二季度景林新买入了新东方教育和高途教育。</p>\n<h2><b>新建仓多只个股</b></h2>\n<p>资事堂发现，景林资产清仓的公司包括<a href=\"https://laohu8.com/S/HCM\">和黄医药</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>、<a href=\"https://laohu8.com/S/ZLAB\">再鼎医药</a>、<a href=\"https://laohu8.com/S/VNET\">世纪互联</a>等中概股，以及美国数据软件公司Alteryx。</p>\n<p>景林资产新建仓多只中概股，除了上述的教育股，还包括<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/BZ\">BOSS直聘</a>（看准网）、<a href=\"https://laohu8.com/S/YMM\">满帮</a>、爱回收，以及互联网医药健康企业111集团。</p>\n<h2><b>酝酿戴维斯双击</b></h2>\n<p>景林资产最新对持有人表示：近期感受到了市场上的恐慌情绪，站在事后的角度回溯，每一次极度悲观的情绪都酝酿出一个戴维斯双击的起点。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>\n<p>这家千亿私募还指出：我们正经历着一个关键的历史进程——中国由大到强的拐点时刻。此时此刻，我们面临的内部压力与外部环境都无比复杂且容易反复。用正确的方法论和价值观，保持客观和冷静，不要被短期情绪误导。做中国最优秀公司的长期股东，陪伴优秀的企业家共同成长。</p>","source":"wallstreetcn_api","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>景林资产重仓海外版“美团”，逆势抄底教育股</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景林资产重仓海外版“美团”，逆势抄底教育股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-14 11:57 北京时间 <a href=https://wallstreetcn.com/articles/3637945><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间8月14日凌晨，景林资产披露美股最新持仓明细。\n资事堂发现，截至今年二季度末，这家千亿级私募巨头美股持仓市值28.59亿美元，折合人民币185.2亿元。\n相较今年一季末的23.64亿美元持仓，管理规模环比增加21%。\n有东南亚“小腾讯”之称的SEA（东海集团），继续位列头号持仓标的。\n值得注意的是，景林资产出现逆势布局的操作，建仓了新东方、高途教育，并继续持有好未来，上述三只股票均为教育股...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3637945\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/76824cd4c5b97eaacdaab63d96995a28","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","03690":"美团-W"},"source_url":"https://wallstreetcn.com/articles/3637945","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159840219","content_text":"北京时间8月14日凌晨，景林资产披露美股最新持仓明细。\n资事堂发现，截至今年二季度末，这家千亿级私募巨头美股持仓市值28.59亿美元，折合人民币185.2亿元。\n相较今年一季末的23.64亿美元持仓，管理规模环比增加21%。\n有东南亚“小腾讯”之称的SEA（东海集团），继续位列头号持仓标的。\n值得注意的是，景林资产出现逆势布局的操作，建仓了新东方、高途教育，并继续持有好未来，上述三只股票均为教育股。\n高集中度持仓\n据美国证监会，景林资产前十大持仓股票最新市值为24.4亿美元，占其组合的比例高达85%如上图所示，头号持仓股票为SEA（东海集团），持仓市值高达6.06亿美元。\n\nSEA的创始人是李小冬，毕业于上海交大，2009年在新加坡初创该企业，2017年正式登陆纽约交易所。因SEA的商业模式对标腾讯，因此被称为东南亚的“小腾讯”。\n自今年一季度起，SEA跃升为景林的第一大重仓股。相比一季度持股数量，二季度有微幅的减仓操作。\n其余持仓超过2亿美元的标的依次为：FACEBOOK（脸书）、拼多多、中通快递、网易。叠加SEA，这构成景林的前五大持仓。\n计算发现，上述五大重仓股市值占其美股组合68%。\n景林资产以高集中度持仓、侧重成长风格得名，因此净值曲线受市场波动影响，经常大开大合。\n重仓股出现“新兵”\n相较一季度，掉出景林资产十大持仓的公司有两家，即京东和台积电。\n其中，对台积电出现明显减持，从34.6万股减至22.7万股。\n而新进的公司为哔哩哔哩和DoorDash。\n资事堂发现，DoorDash是景林二季度新建仓的股票，一出手就买入55.3万股，持仓市值接近1亿美元。\n据悉，这是一家美国外卖服务平台，2020年12月登陆纽交所，三位创始人均为美国华人，且均为大学时同窗。\n这家平台成立于2013年，仅用七年时间就超过美国“外卖鼻祖”Grubhub，成为了美国外卖配送行业市场份额最大的平台。数据显示，DoorDash拥有56%的市场份额。此外，在便利递送类别中，该公司也占有60%的市场份额。\n另据了解，DoorDash背后曾有软银、红杉资本、新加坡政府投资公司（GIC）等巨头机构的融资支持。\n可以看出，景林资产的美股持仓中，不仅有中概股，也对美国本土的公司进行深度挖掘并敢于重仓。\n“留守”教育股\n受到校外教育政策的变化，二季度资本陆续清仓教育中概股。\n然而，景林资产在二季度选择“留守”。\n资事堂发现，最新持有新东方教育、好未来和高途教育，持仓市值分别达580万美元、2331万美元、330万美元。\n最为关键的是，一季度末时景林持仓中只有好未来，这意味着二季度景林新买入了新东方教育和高途教育。\n新建仓多只个股\n资事堂发现，景林资产清仓的公司包括和黄医药、贝壳、再鼎医药、世纪互联等中概股，以及美国数据软件公司Alteryx。\n景林资产新建仓多只中概股，除了上述的教育股，还包括理想汽车、BOSS直聘（看准网）、满帮、爱回收，以及互联网医药健康企业111集团。\n酝酿戴维斯双击\n景林资产最新对持有人表示：近期感受到了市场上的恐慌情绪，站在事后的角度回溯，每一次极度悲观的情绪都酝酿出一个戴维斯双击的起点。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。\n这家千亿私募还指出：我们正经历着一个关键的历史进程——中国由大到强的拐点时刻。此时此刻，我们面临的内部压力与外部环境都无比复杂且容易反复。用正确的方法论和价值观，保持客观和冷静，不要被短期情绪误导。做中国最优秀公司的长期股东，陪伴优秀的企业家共同成长。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346209675,"gmtCreate":1618039189997,"gmtModify":1618039189997,"author":{"id":"3465537262365173","authorId":"3465537262365173","name":"我曰","avatar":"https://static.tigerbbs.com/9dea231a2d7be1e8c096c068b736a453","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465537262365173","authorIdStr":"3465537262365173"},"themes":[],"htmlText":"58上全是骗子吧？","listText":"58上全是骗子吧？","text":"58上全是骗子吧？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346209675","repostId":"1180899373","repostType":4,"isVote":1,"tweetType":1,"viewCount":881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
