IloveChina的个人主页 - 老虎社区

IloveChina

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IP属地：江苏

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2018-06-07

$阿里巴巴(BABA)$继续洗盘

2020-11-13

反向买入，别墅靠大海！！！

抱歉，原内容已删除

2023-12-29

抄袭是肯定的，保时捷终究是保时捷！！有那钱买吉利都比小米质量稳定。

2019-11-26

这次财报，会超预期，

07-24

call和 put怎么玩的？能教教我吗？

@铁蛋子888:我开仓了$MARA 20240816 40.0 CALL$ ,这个期权价格很好

2020-12-18

这么多好股不买？买这个！！

@趋势队长:最大的外贸电商平台新股wish值得买吗？

2020-11-13

好未来能卖？？

抱歉，原内容已删除

去老虎APP查看更多动态

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put怎么玩的？能教教我吗？","listText":"call和 put怎么玩的？能教教我吗？","text":"call和 put怎么玩的？能教教我吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330736467976248","repostId":"330620838576224","repostType":1,"repost":{"id":330620838576224,"gmtCreate":1721748576415,"gmtModify":1723883519703,"author":{"id":"4126592461930742","authorId":"4126592461930742","name":"铁蛋子888","avatar":"https://static.tigerbbs.com/6f4e4a252767486fffbed37465be7869","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126592461930742","authorIdStr":"4126592461930742"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/MARA 20240816 40.0 CALL\">$MARA 20240816 40.0 CALL$&nbsp;</a>,这个期权价格很好","listText":"我开仓了<a href=\"https://laohu8.com/OPT/MARA 20240816 40.0 CALL\">$MARA 20240816 40.0 CALL$&nbsp;</a>,这个期权价格很好","text":"我开仓了$MARA 20240816 40.0 CALL$ ,这个期权价格很好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330620838576224","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":257057405776112,"gmtCreate":1703791791496,"gmtModify":1703793761079,"author":{"id":"3475127943504751","authorId":"3475127943504751","name":"IloveChina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475127943504751","authorIdStr":"3475127943504751"},"themes":[],"htmlText":"抄袭是肯定的，保时捷终究是保时捷！！有那钱买吉利都比小米质量稳定。","listText":"抄袭是肯定的，保时捷终究是保时捷！！有那钱买吉利都比小米质量稳定。","text":"抄袭是肯定的，保时捷终究是保时捷！！有那钱买吉利都比小米质量稳定。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/257057405776112","isVote":1,"tweetType":1,"viewCount":1223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397619543,"gmtCreate":1608249570682,"gmtModify":1703852010506,"author":{"id":"3475127943504751","authorId":"3475127943504751","name":"IloveChina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475127943504751","authorIdStr":"3475127943504751"},"themes":[],"htmlText":"这么多好股不买？&nbsp; 买这个！！","listText":"这么多好股不买？&nbsp; 买这个！！","text":"这么多好股不买？ 买这个！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397619543","repostId":"397387267","repostType":1,"repost":{"id":397387267,"gmtCreate":1608186620859,"gmtModify":1703851633681,"author":{"id":"3521339628608760","authorId":"3521339628608760","name":"趋势队长","avatar":"https://static.tigerbbs.com/a126f572eafb02336cabf7f7a75e6712","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521339628608760","authorIdStr":"3521339628608760"},"themes":[],"title":"最大的外贸电商平台 新股wish值得买吗？","htmlText":"周三电商平台wish<a target=\"_blank\" href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>&nbsp;上市，上市后股价大跌，目前市值117亿。根据公开数据今年第三季营收估算约为7亿美金。wish市值是当季营收约16倍，增速约30%<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>&nbsp;拼多多是80倍，增速90%<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>&nbsp;阿里是30倍，增速30%<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/EBAY\">$eBay(EBAY)$</a>&nbsp;ebay是14倍，增速25%这么算wish目前的估值还是不高的，但是目前亏损比较厉害，而且这个模式是否可持续还需要观望，目前看短期流量还是可以的。wish 95%的是中国卖家，寄到全世界，外贸电商的快递时间长，售后服务不好，复购和拉新是个问题，网上的综合评价口碑不太好摘取一些评价：“大多数产品来自中国。如果您在网站上遇到问题，他们不会给您打电话。这都是在线完成的。我点了一个面罩。它正在跟踪英国的海关。我等..等了。十天的交货期估计值变成了三个月，他们告诉我在网上给我更多时间！最后，经过五个月的等待，他们发出了退款。在那之后的两个月，该物品到达了，无论如何看起来都不像图片。那是垃圾，很快就破了。我不会再打扰他们了。”“优质的产","listText":"周三电商平台wish<a target=\"_blank\" href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>&nbsp;上市，上市后股价大跌，目前市值117亿。根据公开数据今年第三季营收估算约为7亿美金。wish市值是当季营收约16倍，增速约30%<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>&nbsp;拼多多是80倍，增速90%<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>&nbsp;阿里是30倍，增速30%<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/EBAY\">$eBay(EBAY)$</a>&nbsp;ebay是14倍，增速25%这么算wish目前的估值还是不高的，但是目前亏损比较厉害，而且这个模式是否可持续还需要观望，目前看短期流量还是可以的。wish 95%的是中国卖家，寄到全世界，外贸电商的快递时间长，售后服务不好，复购和拉新是个问题，网上的综合评价口碑不太好摘取一些评价：“大多数产品来自中国。如果您在网站上遇到问题，他们不会给您打电话。这都是在线完成的。我点了一个面罩。它正在跟踪英国的海关。我等..等了。十天的交货期估计值变成了三个月，他们告诉我在网上给我更多时间！最后，经过五个月的等待，他们发出了退款。在那之后的两个月，该物品到达了，无论如何看起来都不像图片。那是垃圾，很快就破了。我不会再打扰他们了。”“优质的产","text":"周三电商平台wish$ContextLogic Inc.(WISH)$ 上市，上市后股价大跌，目前市值117亿。根据公开数据今年第三季营收估算约为7亿美金。wish市值是当季营收约16倍，增速约30%$拼多多(PDD)$ 拼多多是80倍，增速90%$阿里巴巴(BABA)$ 阿里是30倍，增速30%$阿里巴巴-SW(09988)$ $eBay(EBAY)$ ebay是14倍，增速25%这么算wish目前的估值还是不高的，但是目前亏损比较厉害，而且这个模式是否可持续还需要观望，目前看短期流量还是可以的。wish 95%的是中国卖家，寄到全世界，外贸电商的快递时间长，售后服务不好，复购和拉新是个问题，网上的综合评价口碑不太好摘取一些评价：“大多数产品来自中国。如果您在网站上遇到问题，他们不会给您打电话。这都是在线完成的。我点了一个面罩。它正在跟踪英国的海关。我等..等了。十天的交货期估计值变成了三个月，他们告诉我在网上给我更多时间！最后，经过五个月的等待，他们发出了退款。在那之后的两个月，该物品到达了，无论如何看起来都不像图片。那是垃圾，很快就破了。我不会再打扰他们了。”“优质的产","images":[{"img":"https://static.tigerbbs.com/ac843903a8eead10e125985619203af1","width":"688","height":"664"},{"img":"https://static.tigerbbs.com/0d9675abce28d430ba9124480def6e27","width":"688","height":"342"},{"img":"https://static.tigerbbs.com/e637d62cfdbb8bd8a599737ce5b5c480","width":"670","height":"563"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397387267","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304574124,"gmtCreate":1605276639468,"gmtModify":1703837179692,"author":{"id":"3475127943504751","authorId":"3475127943504751","name":"IloveChina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475127943504751","authorIdStr":"3475127943504751"},"themes":[],"htmlText":"反向买入，&nbsp; 别墅靠大海！！！","listText":"反向买入，&nbsp; 别墅靠大海！！！","text":"反向买入， 别墅靠大海！！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304574124","repostId":"1121498832","repostType":4,"repost":{"id":"1121498832","pubTimestamp":1605247487,"share":"https://www.laohu8.com/m/news/1121498832?lang=&edition=full","pubTime":"2020-11-13 14:04","market":"us","language":"zh","title":"景林Q3持仓曝光：爆买苹果、贝壳等，清仓特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=1121498832","media":"私木盈家","summary":"据景林核心人物透露，景林目前管理的二级市场规模合计大概有1000多亿，其中有400多亿是境外募资。根据景林资产最新提交给美国证监会的三季度持仓文件显示，截至2020年9月末，景林在美股合计持有38家公","content":"<p>据景林核心人物透露，景林目前管理的二级市场规模合计大概有1000多亿，其中有400多亿是境外募资。</p><p>根据景林资产最新提交给美国证监会的三季度持仓文件显示，<b>截至2020年9月末，景林在美股合计持有38家公司，持仓市值31.24亿美元，约为207.05亿人民币。</b></p><p>聪明投资者梳理了景林资产在三季度的相关动作，其在美股的全部持仓附在文末。</p><p>具体来看，相较于二季度，<b>新进了包括<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>、<a href=\"https://laohu8.com/S/TSM\">台积电</a>在内的8只个股，增持了8只个股，包括<a href=\"https://laohu8.com/S/FB\">Facebook</a>、<a href=\"https://laohu8.com/S/ZTO\">中通快递</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/UBER\">优步</a>等。</b></p><p>同时，减持动作也不少，算上阿里、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>在内，一共减持了18只个股，<b>同时清仓了包括<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>在内的9只个股。</b></p><p>从行业来看，<b>社交媒体相关个股依然是景林的重仓标的，占比达48.48%</b>，上一季度为42.31%。其次是非必需消费品相关个股，占比为22.12%，上一季度占比为36.23%。</p><p>另外，<b>IT相关个股占比由上一季度的9.43%升至本季度的19.19%。</b>工业个股占比位列第四，为14.63%，上一季度为10.71%。</p><p><b>前十大重仓股的持股市值高达26.96亿美元，约为178亿人民币</b>，占比86.32%。</p><p>以下是景林资产的前十大重仓股：</p><p><img src=\"https://static.tigerbbs.com/ce968fdacb0ad5fdeb5e47ae01a26aa8\" tg-width=\"534\" tg-height=\"213\"></p><p><b>再度新进苹果</b></p><p><b>大手笔买入，为第11大重仓</b></p><p>苹果是景林一直关注的个股之一，今年一季度轻仓买入，彼时持股市值大概33.5万美元，不过二季度末再看，就已经清仓了。一季度苹果的股价一度下跌，在二季度涨幅43.84%。</p><p><img src=\"https://static.tigerbbs.com/5e378239b0a9f6b5c5be7de1b3069aa2\" tg-width=\"840\" tg-height=\"470\"></p><p>下半年以来，苹果股价继续高歌猛进，景林资产再度出手，三季度大手笔买入55.88万股，持股市值6471.3万美元，为其本季度第11大重仓股。</p><p><b>新进贝壳、台积电、<a href=\"https://laohu8.com/S/JKS\">晶科能源</a></b></p><p>此外，<b>对于三季度新上市的贝壳也是大手笔买入，</b>截至三季度末共持有70.38万股，持股市值4314万美元，占组合比例1.38%。</p><p>对于<b>如何研究贝壳这类平台型经济，高云程</b>曾在9月底的一次论坛中表示：</p><p>“我们去研究平台型公司的时候，我们要关注它的哪些特质？我想大概有这样的区间（维度）判断和几个关键词的判断。</p><p>第一个区间判断是，总的来说高频、低价、标准品或者标准服务的东西容易平台化。与之对应的可能是低频、高价、非标的东西是很难平台的。</p><p>其实房地产是典型的低频、高价、非标，房地产的购买包括装修，在过去的十年，大概有无数个人提出来互联网装修，实际上都失败了。”</p><p>对于贝壳的成功，高云程也直言，“但是，都有成功的，这也是我觉得很惊讶的地方。</p><p>比如打车、送外卖可以有大的平台产生，而且贝壳也把这么低频的事情也做成了平台，我就明白了一点。</p><p>实际上，对买房人来说是低频的事情，但是对于卖房子的人、对于经纪人来说，这件事情是高频的，所以它实际上是从agent这个角度来切入，我觉得这个切入点可能就是对的，我不下定论，但我觉得可能是对的。”</p><p>此外，<b>台积电、Shopify、Alteryx、<a href=\"https://laohu8.com/S/VNET\">世纪互联</a>、永利度假、晶科能源</b>也是其在三季度的新进个股，其中ShopifyShopify是一家致力于提供针对中小型企业云端商务平台产品的公司、Alteryx是一家自助服务数据分析软件的领先供应商。</p><p><b>增持Facebook、中通快递、<a href=\"https://laohu8.com/S/SY\">新氧</a>、<a href=\"https://laohu8.com/S/VIPS\">唯品会</a></b></p><p>三季度，景林资产有增持的公司共8家：<b>Facebook、中通、Sea&nbsp;Itd、<a href=\"https://laohu8.com/S/NTES\">网易</a>、唯品会、新氧、亚马逊、优步。</b></p><p>其中，Facebook是景林2017年三季度首次买入，今年三季度小幅增持14.43万股，共持有198.81万股，持股市值5.21亿美元，目前超过阿里，为其在美股的第一大重仓股。</p><p><img src=\"https://static.tigerbbs.com/379e7415c04f10c01413928af95717ce\" tg-width=\"840\" tg-height=\"470\"></p><p>此外，大幅增持中通快递496.3万股，三季度共持有1527.77万股，持股市值4.57亿美元，<b>为其在美股的第二大重仓</b>，中通快递今年三季度股价跌幅近20%。</p><p>三季度，景林增持幅度超过100%的还包括优步、亚马逊和新氧。</p><p>其中，增持新氧378.47万股，三季度共持有382.42万股，持股市值近4777万美元，目前为其第13大重仓。新氧在今年6月底股价有一波较大上涨，此后一直处于震荡状态，三季度整体跌幅11.7%左右。</p><p><b>大幅减持阿里、拼多多、京东</b></p><p><b>减持<a href=\"https://laohu8.com/S/EDU\">新东方</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>、<a href=\"https://laohu8.com/S/NEW\">朴新教育</a></b></p><p>三季度，景林大幅减持<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>182.8万股，目前共持有122.28万股，持股市值3.59亿美元，阿里巴巴也从其第一大重仓降至第三大重仓。</p><p>此外，减持拼多多284.9万股，目前共持有328.8万股，持股市值2.44亿美元，为其第5大重仓股。</p><p>对于教育板块的新东方、朴新教育也有较大幅度减持，对好未来也减持了不少。</p><p><b>清仓特斯拉、爱奇艺</b></p><p>景林资产在三季度清仓了特斯拉。</p><p><img src=\"https://static.tigerbbs.com/4755122791e8b64094428a0b2208c574\" tg-width=\"840\" tg-height=\"470\"></p><p>自2019年四季度买入以来，特斯拉就是其第8大重仓，彼时持有8.83万股，持股市值3696万美元；</p><p>今年一季度对特斯拉减持了5.59万股，持股市值1700万美元。</p><p>三月中下旬，特斯拉的股价一度暴跌至360美元。而景林在二季度大幅加仓特斯拉，二季度持股数已经达到20.79万股，持有市值为4490万美元。</p><p><b>今年三季度，特斯拉股价最高突破2000多美元，景林资产在三季度选择清仓。</b></p><p>10月份，景林资产在机构的线下路演中提到为什么会提前布局并长期看好特斯拉。</p><p>在其看来，“特斯拉是一个很典型的“美国设计+中国制造”的企业，上一个符合这个概念的公司是在美股已经连续上涨10年的苹果，而特斯拉可能会是第二家。”</p><p>“美国设计和中国制造这两者缺一不可，当同时满足的时候，这个公司未来的前景就有非常大的期待空间。”</p><p>景林资产在三季度清仓的个股还包括：<b>爱奇艺、雅培克、<a href=\"https://laohu8.com/S/TCOM\">携程网</a>、百盛中国、赛富时、<a href=\"https://laohu8.com/S/ONE\">精锐教育</a>、ACMresearch</b>。</p><p><b>景林资产：目前最看好的方向是数字化改造</b></p><p>今年10月份，景林资产在路演中对未来市场做了如下展望：</p><p>第一，<b>资金面。</b>景林认为未来中国资本市场的资金会相对充裕，中国优质的资产的价格很难变得便宜。因为即使内资不买，持续涌入中国资本市场的外资也会不断买入。</p><p>第二，<b>政策面。</b>其认为资本市场的建设，特别是注册制的推行是经济转型的重要抓手。未来会有越来越多的行业龙头公司现在A股市场，投资者也能够用更合理的价格买入这些优质的公司。</p><p>第三，也是景林认为现在非常重要的一点，<b>就是大量年轻的中国企业家在崛起</b>，他们利用新技术、新基建帮助传统行业提高效率，更好地服务社会。</p><p>这些年轻的企业家站在前辈构建的商业生态基础上会茁壮成长，景林相信中国未来一定会出现更多世界级的企业。</p><p><b>具体到行业上，景林目前最看好的一大方向就是</b>数字化改造，<b>特别对传统行业的改造，包括娱乐、零售、商业、服务、教育、旅游等等。</b></p><p>同时也看好中国制造2.0，即在中国制造业中拥有全球竞争力的一些企业，他们的商品和服务差异会愈加明显。</p><p>另外，全球范围内一些云计算和AI技术的公司，以及生命科学的一些领域，景林也同样认为在未来的三年左右都会有非常大的发展机会。</p><p><b>景林资产2020年三季度全部美股持仓</b></p><p><img src=\"https://static.tigerbbs.com/fcce2c733dfbace4a538c6ca8fac33e4\" tg-width=\"736\" tg-height=\"703\"></p>","source":"lsy1575540050414","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\" 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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Q3持仓曝光：爆买苹果、贝壳等，清仓特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-13 14:04 北京时间&nbsp;&nbsp;&nbsp;<a href=http://mp.weixin.qq.com/s/lqjPkE5UZKejJ91teDyd_g><strong>私木盈家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据景林核心人物透露，景林目前管理的二级市场规模合计大概有1000多亿，其中有400多亿是境外募资。根据景林资产最新提交给美国证监会的三季度持仓文件显示，截至2020年9月末，景林在美股合计持有38家公司，持仓市值31.24亿美元，约为207.05亿人民币。聪明投资者梳理了景林资产在三季度的相关动作，其在美股的全部持仓附在文末。具体来看，相较于二季度，新进了包括苹果、贝壳、台积电在内的8只个股，增持...</p>\n\n<a href=\"http://mp.weixin.qq.com/s/lqjPkE5UZKejJ91teDyd_g\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/62b64e45d187a5bed5e3df387a16c86f","relate_stocks":{"PDD":"拼多多","AAPL":"苹果","BEKE":"贝壳","TSM":"台积电","ZTO":"中通快递","TSLA":"特斯拉"},"source_url":"http://mp.weixin.qq.com/s/lqjPkE5UZKejJ91teDyd_g","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121498832","content_text":"据景林核心人物透露，景林目前管理的二级市场规模合计大概有1000多亿，其中有400多亿是境外募资。根据景林资产最新提交给美国证监会的三季度持仓文件显示，截至2020年9月末，景林在美股合计持有38家公司，持仓市值31.24亿美元，约为207.05亿人民币。聪明投资者梳理了景林资产在三季度的相关动作，其在美股的全部持仓附在文末。具体来看，相较于二季度，新进了包括苹果、贝壳、台积电在内的8只个股，增持了8只个股，包括Facebook、中通快递、亚马逊、优步等。同时，减持动作也不少，算上阿里、拼多多、京东在内，一共减持了18只个股，同时清仓了包括特斯拉、爱奇艺在内的9只个股。从行业来看，社交媒体相关个股依然是景林的重仓标的，占比达48.48%，上一季度为42.31%。其次是非必需消费品相关个股，占比为22.12%，上一季度占比为36.23%。另外，IT相关个股占比由上一季度的9.43%升至本季度的19.19%。工业个股占比位列第四，为14.63%，上一季度为10.71%。前十大重仓股的持股市值高达26.96亿美元，约为178亿人民币，占比86.32%。以下是景林资产的前十大重仓股：再度新进苹果大手笔买入，为第11大重仓苹果是景林一直关注的个股之一，今年一季度轻仓买入，彼时持股市值大概33.5万美元，不过二季度末再看，就已经清仓了。一季度苹果的股价一度下跌，在二季度涨幅43.84%。下半年以来，苹果股价继续高歌猛进，景林资产再度出手，三季度大手笔买入55.88万股，持股市值6471.3万美元，为其本季度第11大重仓股。新进贝壳、台积电、晶科能源此外，对于三季度新上市的贝壳也是大手笔买入，截至三季度末共持有70.38万股，持股市值4314万美元，占组合比例1.38%。对于如何研究贝壳这类平台型经济，高云程曾在9月底的一次论坛中表示：“我们去研究平台型公司的时候，我们要关注它的哪些特质？我想大概有这样的区间（维度）判断和几个关键词的判断。第一个区间判断是，总的来说高频、低价、标准品或者标准服务的东西容易平台化。与之对应的可能是低频、高价、非标的东西是很难平台的。其实房地产是典型的低频、高价、非标，房地产的购买包括装修，在过去的十年，大概有无数个人提出来互联网装修，实际上都失败了。”对于贝壳的成功，高云程也直言，“但是，都有成功的，这也是我觉得很惊讶的地方。比如打车、送外卖可以有大的平台产生，而且贝壳也把这么低频的事情也做成了平台，我就明白了一点。实际上，对买房人来说是低频的事情，但是对于卖房子的人、对于经纪人来说，这件事情是高频的，所以它实际上是从agent这个角度来切入，我觉得这个切入点可能就是对的，我不下定论，但我觉得可能是对的。”此外，台积电、Shopify、Alteryx、世纪互联、永利度假、晶科能源也是其在三季度的新进个股，其中ShopifyShopify是一家致力于提供针对中小型企业云端商务平台产品的公司、Alteryx是一家自助服务数据分析软件的领先供应商。增持Facebook、中通快递、新氧、唯品会三季度，景林资产有增持的公司共8家：Facebook、中通、Sea Itd、网易、唯品会、新氧、亚马逊、优步。其中，Facebook是景林2017年三季度首次买入，今年三季度小幅增持14.43万股，共持有198.81万股，持股市值5.21亿美元，目前超过阿里，为其在美股的第一大重仓股。此外，大幅增持中通快递496.3万股，三季度共持有1527.77万股，持股市值4.57亿美元，为其在美股的第二大重仓，中通快递今年三季度股价跌幅近20%。三季度，景林增持幅度超过100%的还包括优步、亚马逊和新氧。其中，增持新氧378.47万股，三季度共持有382.42万股，持股市值近4777万美元，目前为其第13大重仓。新氧在今年6月底股价有一波较大上涨，此后一直处于震荡状态，三季度整体跌幅11.7%左右。大幅减持阿里、拼多多、京东减持新东方、好未来、朴新教育三季度，景林大幅减持阿里巴巴182.8万股，目前共持有122.28万股，持股市值3.59亿美元，阿里巴巴也从其第一大重仓降至第三大重仓。此外，减持拼多多284.9万股，目前共持有328.8万股，持股市值2.44亿美元，为其第5大重仓股。对于教育板块的新东方、朴新教育也有较大幅度减持，对好未来也减持了不少。清仓特斯拉、爱奇艺景林资产在三季度清仓了特斯拉。自2019年四季度买入以来，特斯拉就是其第8大重仓，彼时持有8.83万股，持股市值3696万美元；今年一季度对特斯拉减持了5.59万股，持股市值1700万美元。三月中下旬，特斯拉的股价一度暴跌至360美元。而景林在二季度大幅加仓特斯拉，二季度持股数已经达到20.79万股，持有市值为4490万美元。今年三季度，特斯拉股价最高突破2000多美元，景林资产在三季度选择清仓。10月份，景林资产在机构的线下路演中提到为什么会提前布局并长期看好特斯拉。在其看来，“特斯拉是一个很典型的“美国设计+中国制造”的企业，上一个符合这个概念的公司是在美股已经连续上涨10年的苹果，而特斯拉可能会是第二家。”“美国设计和中国制造这两者缺一不可，当同时满足的时候，这个公司未来的前景就有非常大的期待空间。”景林资产在三季度清仓的个股还包括：爱奇艺、雅培克、携程网、百盛中国、赛富时、精锐教育、ACMresearch。景林资产：目前最看好的方向是数字化改造今年10月份，景林资产在路演中对未来市场做了如下展望：第一，资金面。景林认为未来中国资本市场的资金会相对充裕，中国优质的资产的价格很难变得便宜。因为即使内资不买，持续涌入中国资本市场的外资也会不断买入。第二，政策面。其认为资本市场的建设，特别是注册制的推行是经济转型的重要抓手。未来会有越来越多的行业龙头公司现在A股市场，投资者也能够用更合理的价格买入这些优质的公司。第三，也是景林认为现在非常重要的一点，就是大量年轻的中国企业家在崛起，他们利用新技术、新基建帮助传统行业提高效率，更好地服务社会。这些年轻的企业家站在前辈构建的商业生态基础上会茁壮成长，景林相信中国未来一定会出现更多世界级的企业。具体到行业上，景林目前最看好的一大方向就是数字化改造，特别对传统行业的改造，包括娱乐、零售、商业、服务、教育、旅游等等。同时也看好中国制造2.0，即在中国制造业中拥有全球竞争力的一些企业，他们的商品和服务差异会愈加明显。另外，全球范围内一些云计算和AI技术的公司，以及生命科学的一些领域，景林也同样认为在未来的三年左右都会有非常大的发展机会。景林资产2020年三季度全部美股持仓","news_type":1},"isVote":1,"tweetType":1,"viewCount":2740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304574356,"gmtCreate":1605276612575,"gmtModify":1703837179519,"author":{"id":"3475127943504751","authorId":"3475127943504751","name":"IloveChina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475127943504751","authorIdStr":"3475127943504751"},"themes":[],"htmlText":"好未来能卖？？&nbsp; 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买这个！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397619543","repostId":"397387267","repostType":1,"repost":{"id":397387267,"gmtCreate":1608186620859,"gmtModify":1703851633681,"author":{"id":"3521339628608760","authorId":"3521339628608760","name":"趋势队长","avatar":"https://static.tigerbbs.com/a126f572eafb02336cabf7f7a75e6712","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3521339628608760","idStr":"3521339628608760"},"themes":[],"title":"最大的外贸电商平台 新股wish值得买吗？","htmlText":"周三电商平台wish<a target=\"_blank\" href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>&nbsp;上市，上市后股价大跌，目前市值117亿。根据公开数据今年第三季营收估算约为7亿美金。wish市值是当季营收约16倍，增速约30%<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>&nbsp;拼多多是80倍，增速90%<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>&nbsp;阿里是30倍，增速30%<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/EBAY\">$eBay(EBAY)$</a>&nbsp;ebay是14倍，增速25%这么算wish目前的估值还是不高的，但是目前亏损比较厉害，而且这个模式是否可持续还需要观望，目前看短期流量还是可以的。wish 95%的是中国卖家，寄到全世界，外贸电商的快递时间长，售后服务不好，复购和拉新是个问题，网上的综合评价口碑不太好摘取一些评价：“大多数产品来自中国。如果您在网站上遇到问题，他们不会给您打电话。这都是在线完成的。我点了一个面罩。它正在跟踪英国的海关。我等..等了。十天的交货期估计值变成了三个月，他们告诉我在网上给我更多时间！最后，经过五个月的等待，他们发出了退款。在那之后的两个月，该物品到达了，无论如何看起来都不像图片。那是垃圾，很快就破了。我不会再打扰他们了。”“优质的产","listText":"周三电商平台wish<a target=\"_blank\" href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>&nbsp;上市，上市后股价大跌，目前市值117亿。根据公开数据今年第三季营收估算约为7亿美金。wish市值是当季营收约16倍，增速约30%<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>&nbsp;拼多多是80倍，增速90%<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>&nbsp;阿里是30倍，增速30%<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/EBAY\">$eBay(EBAY)$</a>&nbsp;ebay是14倍，增速25%这么算wish目前的估值还是不高的，但是目前亏损比较厉害，而且这个模式是否可持续还需要观望，目前看短期流量还是可以的。wish 95%的是中国卖家，寄到全世界，外贸电商的快递时间长，售后服务不好，复购和拉新是个问题，网上的综合评价口碑不太好摘取一些评价：“大多数产品来自中国。如果您在网站上遇到问题，他们不会给您打电话。这都是在线完成的。我点了一个面罩。它正在跟踪英国的海关。我等..等了。十天的交货期估计值变成了三个月，他们告诉我在网上给我更多时间！最后，经过五个月的等待，他们发出了退款。在那之后的两个月，该物品到达了，无论如何看起来都不像图片。那是垃圾，很快就破了。我不会再打扰他们了。”“优质的产","text":"周三电商平台wish$ContextLogic Inc.(WISH)$ 上市，上市后股价大跌，目前市值117亿。根据公开数据今年第三季营收估算约为7亿美金。wish市值是当季营收约16倍，增速约30%$拼多多(PDD)$ 拼多多是80倍，增速90%$阿里巴巴(BABA)$ 阿里是30倍，增速30%$阿里巴巴-SW(09988)$ $eBay(EBAY)$ ebay是14倍，增速25%这么算wish目前的估值还是不高的，但是目前亏损比较厉害，而且这个模式是否可持续还需要观望，目前看短期流量还是可以的。wish 95%的是中国卖家，寄到全世界，外贸电商的快递时间长，售后服务不好，复购和拉新是个问题，网上的综合评价口碑不太好摘取一些评价：“大多数产品来自中国。如果您在网站上遇到问题，他们不会给您打电话。这都是在线完成的。我点了一个面罩。它正在跟踪英国的海关。我等..等了。十天的交货期估计值变成了三个月，他们告诉我在网上给我更多时间！最后，经过五个月的等待，他们发出了退款。在那之后的两个月，该物品到达了，无论如何看起来都不像图片。那是垃圾，很快就破了。我不会再打扰他们了。”“优质的产","images":[{"img":"https://static.tigerbbs.com/ac843903a8eead10e125985619203af1","width":"688","height":"664"},{"img":"https://static.tigerbbs.com/0d9675abce28d430ba9124480def6e27","width":"688","height":"342"},{"img":"https://static.tigerbbs.com/e637d62cfdbb8bd8a599737ce5b5c480","width":"670","height":"563"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397387267","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304574356,"gmtCreate":1605276612575,"gmtModify":1703837179519,"author":{"id":"3475127943504751","authorId":"3475127943504751","name":"IloveChina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3475127943504751","idStr":"3475127943504751"},"themes":[],"htmlText":"好未来能卖？？&nbsp; &nbsp;","listText":"好未来能卖？？&nbsp; &nbsp;","text":"好未来能卖？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304574356","repostId":"1121498832","repostType":4,"isVote":1,"tweetType":1,"viewCount":1663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}