大游侠的个人主页 - 老虎社区

大游侠

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IP属地：北京

128关注

3粉丝

0主题

0勋章

2020-06-12

$燃石医学(BNR)$又是10股票，不过只申购了100股

2020-09-03

$纳斯达克(.IXIC)$还有人想着V字回升？？？

2020-06-17

$拼多多(PDD)$想空了

2021-01-25

$游戏驿站(GME)$没啥不能做空？

2020-11-18

$美团-W(03690)$跌的有些夸张

2020-08-28

$贝壳(BEKE)$要跌破30了

2020-07-03

$美团点评-W(03690)$这是要突破200了吗？

2020-09-04

$NQ100指数主连(NQmain)$ 妈的，期权跌惨了。金毛快点出手啊

2020-08-26

$贝壳(BEKE)$能做空吗？

2020-08-14

$贝壳(BEKE)$啥情况啊

2021-09-14

每天来一篇

中共中央、国务院办公厅印发《关于加强网络文明建设的意见》

2020-09-03

$NQ100指数主连(NQmain)$ 这是要大跌了吗？

2020-08-19

$柯达(KODK)$这货有啥消息吗？

2020-09-03

$纳斯达克(.IXIC)$熔断一次啊

2020-08-24

$贝壳(BEKE)$**猛

2020-08-20

$贝壳(BEKE)$马上500亿了

2020-08-19

$柯达(KODK)$这能做空不？

2020-08-18

$贝壳(BEKE)$得涨到100

2021-08-18

官方直接定一个合理的

抱歉，原内容已删除

2021-08-16

被套成狗了吧

“聪明钱”逃离中概股？13F文件告诉你：中概股“真香”

去老虎APP查看更多动态

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近日，中共中央办公厅、国务院办公厅印发了《关于加强网络文明建设的意见》（以下简称《意见》），并发出通知，要求各地区各部门结合实际认真贯彻落实。\n《意见》指出，加强网络文明建设，是推进社会主义精神文明建设、提高社会文明程度的必然要求，是适应社会主要矛盾变化、满足人民对美好生活向往的迫切需要，是加快建设网络强国、全面建设社会主义现代化国家的重要任务。《意见》包括总体要求、加强网络空间思想...</p>\n\n<a href=\"http://www.xinhuanet.com/politics/2021-09/14/c_1127861062.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{},"source_url":"http://www.xinhuanet.com/politics/2021-09/14/c_1127861062.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132462889","content_text":"9月14日电 近日，中共中央办公厅、国务院办公厅印发了《关于加强网络文明建设的意见》（以下简称《意见》），并发出通知，要求各地区各部门结合实际认真贯彻落实。\n《意见》指出，加强网络文明建设，是推进社会主义精神文明建设、提高社会文明程度的必然要求，是适应社会主要矛盾变化、满足人民对美好生活向往的迫切需要，是加快建设网络强国、全面建设社会主义现代化国家的重要任务。《意见》包括总体要求、加强网络空间思想引领、加强网络空间文化培育、加强网络空间道德建设、加强网络空间行为规范、加强网络空间生态治理、加强网络空间文明创建、组织实施八个部分。\n《意见》强调，加强网络文明建设要坚持以习近平新时代中国特色社会主义思想为指导，贯彻落实习近平总书记关于网络强国的重要思想和关于精神文明建设的重要论述，大力弘扬社会主义核心价值观，全面推进文明办网、文明用网、文明上网、文明兴网，推动形成适应新时代网络文明建设要求的思想观念、文化风尚、道德追求、行为规范、法治环境、创建机制，实现网上网下文明建设有机融合、互相促进，为全面建设社会主义现代化国家、实现第二个百年奋斗目标提供坚强思想保证、强大精神动力、有力舆论支持、良好文化条件。\n《意见》明确，加强网络文明建设的工作目标是：理论武装占领新阵地，马克思主义在网络意识形态领域的指导地位进一步巩固，全党全国人民团结奋斗的共同思想基础进一步巩固；文化培育取得新成效，社会主义核心价值观深入人心，人民群众网上精神文化生活日益健康丰富；道德建设迈出新步伐，网民思想道德素质明显提高，向上向善、诚信互助的网络风尚更加浓厚；文明素养得到新提高，青少年网民网络素养不断提升，网络平台主体责任和行业自律有效落实；治理效能实现新提升，网络生态日益向好，网络空间法治化深入推进，网络违法犯罪打击防范治理能力持续提升；创建活动开创新局面，群众性精神文明创建活动向网上有效延伸，网络文明品牌活动巩固提升，网络空间更加清朗。\n《意见》指出，要加强网络空间思想引领。坚持以习近平新时代中国特色社会主义思想统领互联网内容建设，推动党的创新理论走深走心走实。加强重点理论网站、公众账号、客户端建设，紧密结合中国特色社会主义伟大实践特别是新时代党和国家事业发展新变化新成就，有针对性地开展网上理论宣传活动。精心做好网上重大主题宣传，加强网络传播手段建设和创新，打造“现象级”传播产品。深入推进媒体融合发展，实施移动优先战略，加大中央和地方主要新闻单位、重点新闻网站等主流媒体移动端建设推广力度。\n《意见》指出，要加强网络空间文化培育。以社会主义核心价值观引领网络文化建设，广泛凝聚新闻网站、商业平台等传播合力，把社会主义核心价值观传播到广大网民中、传导到社会各方面。深入开展网上党史学习教育，传播我们党在革命、建设、改革各个历史时期取得的伟大成就，弘扬党和人民在奋斗中形成的伟大精神，旗帜鲜明反对历史虚无主义。激发中华优秀传统文化活力，打造广大网民喜闻乐见的特色品牌活动和原创精品，推动中华优秀传统文化创造性转化、创新性发展。丰富优质网络文化产品供给，引导网站、公众账号、客户端等平台和广大网民创作生产积极健康、向上向善的网络文化产品，举办丰富多彩的网络文化活动。提升网络公共文化服务水平，推动国家重大文化设施和国有文化资源数字化网络化，提高网络公共文化服务供给的普惠性和便捷性。\n《意见》指出，要加强网络空间道德建设。强化网上道德示范引领，广泛开展劳动模范、时代楷模、道德模范、最美人物、身边好人、优秀志愿者等典型案例和事迹网上宣传活动，推动形成崇德向善、见贤思齐的网络文明环境。深化网络诚信建设，举办形式多样的线上线下品牌活动，大力传播诚信文化，倡导诚实守信的价值理念，鼓励支持互联网企业和平台完善内部诚信规范与机制，营造依法办网、诚信用网的良好氛围。发展网络公益事业，深入实施网络公益工程，广泛开展形式多样的网络文明志愿服务和网络公益活动，打造网络公益品牌。\n《意见》指出，要加强网络空间行为规范。培育符合社会主义核心价值观的网络伦理和行为规则，鼓励各地区各部门结合文明创建工作制定出台符合自身特点的网络文明准则，规范网上用语，把网络文明建设要求融入行业管理规范。着力提升青少年网络素养，进一步完善政府、学校、家庭、社会相结合的网络素养教育机制，提高青少年正确用网和安全防范意识能力，精心打造青少年愿听愿看的优秀网络文化产品。健全防范青少年沉迷网络工作机制，依法坚决打击和制止青少年网络欺凌，保护青少年在网络空间的合法权益。强化网络平台责任，加强网站平台社区规则、用户协议建设，引导网络平台增强国家安全意识。加强互联网行业自律，坚持经济效益和社会效益并重的价值导向，督促互联网企业积极履行社会责任。发挥行业组织引导督促作用，促进行业健康规范发展，鼓励支持各类网络社会组织参与网络文明建设。\n《意见》指出，要加强网络空间生态治理。深入开展网络文明引导，大力强化网络文明意识，充分利用重要传统节日、重大节庆和纪念日组织开展网络文明主题实践活动，教育广大网民自觉抵制歪风邪气，弘扬文明风尚。进一步规范网上内容生产、信息发布和传播流程，深入推进公众账号分级分类管理，构建以中国互联网联合辟谣平台为依托的全国网络辟谣联动机制。深入推进“清朗”、“净网”系列专项行动，深化打击网络违法犯罪，深化公众账号、直播带货、知识问答等领域不文明问题治理，开展互联网领域虚假信息治理。健全网络不文明现象投诉举报机制，动员广大网民积极参与监督，推动网络空间共治共享。坚持依法治理网络空间，把弘扬社会主义核心价值观贯穿网络立法执法司法普法各环节，发挥法律法规对维护良好网络秩序、树立文明网络风尚的保障作用。加强个人信息保护法、数据安全法贯彻实施，加快制定修订并实施文化产业促进法、广播电视法、网络犯罪防治法、未成年人网络保护条例、互联网信息服务管理办法等法律法规。创新开展网络普法系列活动，增强公民法律意识和法治素养。\n《意见》指出，要加强网络空间文明创建。推动群众性精神文明创建活动向网上延伸，充分发挥新时代文明实践中心和县级融媒体中心作用，加强网民网络文明素养实践教育基地建设，推动基层开展网络文明建设活动。开展军民共建网络文明活动，促进军政军民团结。积极打造中国网络文明理念宣介平台、经验交流平台、成果展示平台和国际网络文明互鉴平台。深入实施争做中国好网民工程，引导广大网民尊德守法、文明互动、理性表达，引导全社会提升网络文明素养，净化网络环境。\n《意见》要求，各地区各部门要充分认识加强网络文明建设的重要意义，建立党委统一领导、党政齐抓共管、有关部门各负其责、全社会积极参与的领导体制和工作机制。各级网信办、文明办要牵头抓总，加强对网络文明建设的组织指导和协调服务。注重发挥网民主体作用，广泛搭建平台，开展特色活动，吸引广大网民特别是青少年网民主动参与网络文明建设。加大政策、项目等扶持力度，鼓励社会力量对网络文明建设提供财力物力支持。加强对工作规律的认识把握，不断推动内容形式、方法手段、渠道载体等创新，增强网络文明建设的针对性有效性和吸引力感染力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1882,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":831932611,"gmtCreate":1629278211233,"gmtModify":1629278211233,"author":{"id":"3490330999451294","authorId":"3490330999451294","name":"大游侠","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3490330999451294","authorIdStr":"3490330999451294"},"themes":[],"htmlText":"官方直接定一个合理的","listText":"官方直接定一个合理的","text":"官方直接定一个合理的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831932611","repostId":"1100177616","repostType":4,"repost":{"id":"1100177616","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629277768,"share":"https://www.laohu8.com/m/news/1100177616?lang=&edition=full","pubTime":"2021-08-18 17:09","market":"hk","language":"zh","title":"市场监管总局：要合理设定对外卖员的绩效考核制度","url":"https://stock-news.laohu8.com/highlight/detail?id=1100177616","media":"老虎资讯综合","summary":"市场监管总局：要合理设定对外卖送餐员的绩效考核制度。平台应当合理确定订单数量、在线率等考核要素，适当放宽配送时限，不得通过算法等手段侵害劳动者的正当权益。","content":"<p>市场监管总局：要合理设定对外卖送餐员的绩效考核制度。平台应当合理确定订单数量、在线率等考核要素，适当放宽配送时限，不得通过算法等手段侵害劳动者的正当权益。</p>","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>市场监管总局：要合理设定对外卖员的绩效考核制度</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市场监管总局：要合理设定对外卖员的绩效考核制度\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-18 17:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>市场监管总局：要合理设定对外卖送餐员的绩效考核制度。平台应当合理确定订单数量、在线率等考核要素，适当放宽配送时限，不得通过算法等手段侵害劳动者的正当权益。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c972a78fbe34096796ada872b683e450","relate_stocks":{"BABA":"阿里巴巴","03690":"美团-W","09988":"阿里巴巴-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100177616","content_text":"市场监管总局：要合理设定对外卖送餐员的绩效考核制度。平台应当合理确定订单数量、在线率等考核要素，适当放宽配送时限，不得通过算法等手段侵害劳动者的正当权益。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":839157589,"gmtCreate":1629128983641,"gmtModify":1629159292972,"author":{"id":"3490330999451294","authorId":"3490330999451294","name":"大游侠","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3490330999451294","authorIdStr":"3490330999451294"},"themes":[],"htmlText":"被套成狗了吧","listText":"被套成狗了吧","text":"被套成狗了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839157589","repostId":"1172278485","repostType":4,"repost":{"id":"1172278485","kind":"news","pubTimestamp":1629107136,"share":"https://www.laohu8.com/m/news/1172278485?lang=&edition=full","pubTime":"2021-08-16 17:45","market":"us","language":"zh","title":"“聪明钱”逃离中概股？13F文件告诉你：中概股“真香”","url":"https://stock-news.laohu8.com/highlight/detail?id=1172278485","media":"英为财情","summary":"每个季度一公布的13F文件，是华尔街投资者最关注的文件之一。","content":"<p>每个季度一公布的13F文件，是华尔街投资者最关注的文件之一。</p>\n<p>所谓13F文件，是由管理1亿美元以上的股权资产机构向美国证券交易委员会（SEC）披露的，该机构持有美国股权的情况以及资金的有关去向。需要提交13F文件的机构包括对冲基金、信托公司、养老金、保险公司等。</p>\n<p>也就是说，通过13F文件，投资者不仅可以看到华尔街最权威投资机构的持仓情况，还可以看到各大明星股被投资的情况。某种程度上，投资者还可以“抄作业”，在不用支付管理费的情况下，获得最佳的投资组合选股“建议”。</p>\n<p>最新的一个季度的13F文件又开始陆续公布了，这一期的13F文件，让我们最好奇的是，在经历了动荡的一个季度以后，在美国上市的中国科技股们，是否已经被华尔街抛弃了？数据或许最可以说明问题。</p>\n<p><b>中概股的忐忑一季</b></p>\n<p>一则“木头姐几乎清仓所有中概股”的消息点燃市场，一时间，人们对于中概股的信心跌至谷底，而这也并不是空穴来风。</p>\n<p>来自中美两国的监管压力都在加大，一方面，在美上市中国科技公司的退市压力是真实存在的，与此同时，原计划赴美IPO的中国企业也开启了撤回潮。另一方面，中国国内的监管也日趋严格，无论是在科技行业，还是在教培行业，都引发了巨震。</p>\n<p>不仅是“木头姐”的基金，二季度，持有大量中概股ADR的ETF Invesco Golden Dragon China ETF (NASDAQ:PGJ)下跌25%，与此同时，MSCI中国指数也下跌了近13%。“聪明钱”似乎在纷纷离场中概股？</p>\n<p><img src=\"https://static.tigerbbs.com/1463a47729fb591e2a8c1e06c4e810fb\" tg-width=\"753\" tg-height=\"726\" referrerpolicy=\"no-referrer\">（PGJ周线图来自英为财情Investing.com）</p>\n<p>但是，也有市场分析认为，目前对于中概股的看法过于悲观，一些中概股仍然拥有坚实的基本面，市场接下来仍有变向的可能。</p>\n<p><b>各大投行用13F文件告诉你，中概股“真香”</b></p>\n<p>根据最近陆续公布的各大投行机构的13F文件显示，并非所有的投行都在离中概股远去，相反，一些知名投行正在逢低布局。</p>\n<p>其中，最广为人知的就是，<a href=\"https://laohu8.com/S/GS\">高盛</a> (NYSE:GS)在二季度大举买入了587万股<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> (NYSE:BABA)股票，目前这只知名中概股已经成为了该行的第五大持仓股，占其投资组合比例的1.55%，而且，不仅买入阿里巴巴股票，高盛还同时持有该股的看涨期权。</p>\n<p><img src=\"https://static.tigerbbs.com/a68000528b4b6c67457363f0d7910dc5\" tg-width=\"727\" tg-height=\"737\" referrerpolicy=\"no-referrer\">（阿里巴巴周线图来自英为财情Investing.com）</p>\n<p>与此同时，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>也买入了阿里巴巴(BABA)的看涨期权。此外，投资管理公司Primecap也在二季度增持阿里巴巴。</p>\n<p>除了阿里巴巴，投行同时也在关注其他中概股。比如中国线上招聘平台<a href=\"https://laohu8.com/S/BZ\">BOSS直聘</a> (NASDAQ:BZ)，目前小摩对其持股总市值约为1.22亿美元；此外，在<a href=\"https://laohu8.com/S/C\">花旗</a>公布的13F报告之中，也出现了BOSS直聘的身影，老虎<a href=\"https://laohu8.com/S/601099\">太平洋</a>基金（TPC）第二季度也建仓了BOSS 直聘。</p>\n<p>摩根大通同时还买入了内地最大的网约车平台<a href=\"https://laohu8.com/S/DIDI\">滴滴</a> (NYSE:DIDI)，目前持仓市值约3.58亿美元。</p>\n<p>另外，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a> (NASDAQ:IQ)、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a> (HK:9626)等中国视频网站也被资本看好，包括<a href=\"https://laohu8.com/S/BLK\">贝莱德</a> (NYSE:BLK)、先锋领航、老虎太平洋基金（TPC）等资本都加仓了这两家视频平台公司。其中，先锋领航二季度增持哔哩哔哩公司312.9万股，期末总市值达10.6亿美元，加仓爱奇艺128万股。</p>","source":"ywcq","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>“聪明钱”逃离中概股？13F文件告诉你：中概股“真香”</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“聪明钱”逃离中概股？13F文件告诉你：中概股“真香”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-16 17:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cn.investing.com/analysis/article-200466687><strong>英为财情</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>每个季度一公布的13F文件，是华尔街投资者最关注的文件之一。\n所谓13F文件，是由管理1亿美元以上的股权资产机构向美国证券交易委员会（SEC）披露的，该机构持有美国股权的情况以及资金的有关去向。需要提交13F文件的机构包括对冲基金、信托公司、养老金、保险公司等。\n也就是说，通过13F文件，投资者不仅可以看到华尔街最权威投资机构的持仓情况，还可以看到各大明星股被投资的情况。某种程度上，投资者还可以“...</p>\n\n<a href=\"https://cn.investing.com/analysis/article-200466687\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/32f76f2b955be371110b877bebef37ba","relate_stocks":{"513050":"中概互联网ETF"},"source_url":"https://cn.investing.com/analysis/article-200466687","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172278485","content_text":"每个季度一公布的13F文件，是华尔街投资者最关注的文件之一。\n所谓13F文件，是由管理1亿美元以上的股权资产机构向美国证券交易委员会（SEC）披露的，该机构持有美国股权的情况以及资金的有关去向。需要提交13F文件的机构包括对冲基金、信托公司、养老金、保险公司等。\n也就是说，通过13F文件，投资者不仅可以看到华尔街最权威投资机构的持仓情况，还可以看到各大明星股被投资的情况。某种程度上，投资者还可以“抄作业”，在不用支付管理费的情况下，获得最佳的投资组合选股“建议”。\n最新的一个季度的13F文件又开始陆续公布了，这一期的13F文件，让我们最好奇的是，在经历了动荡的一个季度以后，在美国上市的中国科技股们，是否已经被华尔街抛弃了？数据或许最可以说明问题。\n中概股的忐忑一季\n一则“木头姐几乎清仓所有中概股”的消息点燃市场，一时间，人们对于中概股的信心跌至谷底，而这也并不是空穴来风。\n来自中美两国的监管压力都在加大，一方面，在美上市中国科技公司的退市压力是真实存在的，与此同时，原计划赴美IPO的中国企业也开启了撤回潮。另一方面，中国国内的监管也日趋严格，无论是在科技行业，还是在教培行业，都引发了巨震。\n不仅是“木头姐”的基金，二季度，持有大量中概股ADR的ETF Invesco Golden Dragon China ETF (NASDAQ:PGJ)下跌25%，与此同时，MSCI中国指数也下跌了近13%。“聪明钱”似乎在纷纷离场中概股？\n（PGJ周线图来自英为财情Investing.com）\n但是，也有市场分析认为，目前对于中概股的看法过于悲观，一些中概股仍然拥有坚实的基本面，市场接下来仍有变向的可能。\n各大投行用13F文件告诉你，中概股“真香”\n根据最近陆续公布的各大投行机构的13F文件显示，并非所有的投行都在离中概股远去，相反，一些知名投行正在逢低布局。\n其中，最广为人知的就是，高盛 (NYSE:GS)在二季度大举买入了587万股阿里巴巴 (NYSE:BABA)股票，目前这只知名中概股已经成为了该行的第五大持仓股，占其投资组合比例的1.55%，而且，不仅买入阿里巴巴股票，高盛还同时持有该股的看涨期权。\n（阿里巴巴周线图来自英为财情Investing.com）\n与此同时，摩根大通也买入了阿里巴巴(BABA)的看涨期权。此外，投资管理公司Primecap也在二季度增持阿里巴巴。\n除了阿里巴巴，投行同时也在关注其他中概股。比如中国线上招聘平台BOSS直聘 (NASDAQ:BZ)，目前小摩对其持股总市值约为1.22亿美元；此外，在花旗公布的13F报告之中，也出现了BOSS直聘的身影，老虎太平洋基金（TPC）第二季度也建仓了BOSS 直聘。\n摩根大通同时还买入了内地最大的网约车平台滴滴 (NYSE:DIDI)，目前持仓市值约3.58亿美元。\n另外，爱奇艺 (NASDAQ:IQ)、哔哩哔哩 (HK:9626)等中国视频网站也被资本看好，包括贝莱德 (NYSE:BLK)、先锋领航、老虎太平洋基金（TPC）等资本都加仓了这两家视频平台公司。其中，先锋领航二季度增持哔哩哔哩公司312.9万股，期末总市值达10.6亿美元，加仓爱奇艺128万股。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319842870,"gmtCreate":1611570981790,"gmtModify":1703751036789,"author":{"id":"3490330999451294","authorId":"3490330999451294","name":"大游侠","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3490330999451294","authorIdStr":"3490330999451294"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>没啥不能做空？","listText":"<a 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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中共中央、国务院办公厅印发《关于加强网络文明建设的意见》\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-14 17:39 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.xinhuanet.com/politics/2021-09/14/c_1127861062.htm><strong>新华网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月14日电 近日，中共中央办公厅、国务院办公厅印发了《关于加强网络文明建设的意见》（以下简称《意见》），并发出通知，要求各地区各部门结合实际认真贯彻落实。\n《意见》指出，加强网络文明建设，是推进社会主义精神文明建设、提高社会文明程度的必然要求，是适应社会主要矛盾变化、满足人民对美好生活向往的迫切需要，是加快建设网络强国、全面建设社会主义现代化国家的重要任务。《意见》包括总体要求、加强网络空间思想...</p>\n\n<a href=\"http://www.xinhuanet.com/politics/2021-09/14/c_1127861062.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{},"source_url":"http://www.xinhuanet.com/politics/2021-09/14/c_1127861062.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132462889","content_text":"9月14日电 近日，中共中央办公厅、国务院办公厅印发了《关于加强网络文明建设的意见》（以下简称《意见》），并发出通知，要求各地区各部门结合实际认真贯彻落实。\n《意见》指出，加强网络文明建设，是推进社会主义精神文明建设、提高社会文明程度的必然要求，是适应社会主要矛盾变化、满足人民对美好生活向往的迫切需要，是加快建设网络强国、全面建设社会主义现代化国家的重要任务。《意见》包括总体要求、加强网络空间思想引领、加强网络空间文化培育、加强网络空间道德建设、加强网络空间行为规范、加强网络空间生态治理、加强网络空间文明创建、组织实施八个部分。\n《意见》强调，加强网络文明建设要坚持以习近平新时代中国特色社会主义思想为指导，贯彻落实习近平总书记关于网络强国的重要思想和关于精神文明建设的重要论述，大力弘扬社会主义核心价值观，全面推进文明办网、文明用网、文明上网、文明兴网，推动形成适应新时代网络文明建设要求的思想观念、文化风尚、道德追求、行为规范、法治环境、创建机制，实现网上网下文明建设有机融合、互相促进，为全面建设社会主义现代化国家、实现第二个百年奋斗目标提供坚强思想保证、强大精神动力、有力舆论支持、良好文化条件。\n《意见》明确，加强网络文明建设的工作目标是：理论武装占领新阵地，马克思主义在网络意识形态领域的指导地位进一步巩固，全党全国人民团结奋斗的共同思想基础进一步巩固；文化培育取得新成效，社会主义核心价值观深入人心，人民群众网上精神文化生活日益健康丰富；道德建设迈出新步伐，网民思想道德素质明显提高，向上向善、诚信互助的网络风尚更加浓厚；文明素养得到新提高，青少年网民网络素养不断提升，网络平台主体责任和行业自律有效落实；治理效能实现新提升，网络生态日益向好，网络空间法治化深入推进，网络违法犯罪打击防范治理能力持续提升；创建活动开创新局面，群众性精神文明创建活动向网上有效延伸，网络文明品牌活动巩固提升，网络空间更加清朗。\n《意见》指出，要加强网络空间思想引领。坚持以习近平新时代中国特色社会主义思想统领互联网内容建设，推动党的创新理论走深走心走实。加强重点理论网站、公众账号、客户端建设，紧密结合中国特色社会主义伟大实践特别是新时代党和国家事业发展新变化新成就，有针对性地开展网上理论宣传活动。精心做好网上重大主题宣传，加强网络传播手段建设和创新，打造“现象级”传播产品。深入推进媒体融合发展，实施移动优先战略，加大中央和地方主要新闻单位、重点新闻网站等主流媒体移动端建设推广力度。\n《意见》指出，要加强网络空间文化培育。以社会主义核心价值观引领网络文化建设，广泛凝聚新闻网站、商业平台等传播合力，把社会主义核心价值观传播到广大网民中、传导到社会各方面。深入开展网上党史学习教育，传播我们党在革命、建设、改革各个历史时期取得的伟大成就，弘扬党和人民在奋斗中形成的伟大精神，旗帜鲜明反对历史虚无主义。激发中华优秀传统文化活力，打造广大网民喜闻乐见的特色品牌活动和原创精品，推动中华优秀传统文化创造性转化、创新性发展。丰富优质网络文化产品供给，引导网站、公众账号、客户端等平台和广大网民创作生产积极健康、向上向善的网络文化产品，举办丰富多彩的网络文化活动。提升网络公共文化服务水平，推动国家重大文化设施和国有文化资源数字化网络化，提高网络公共文化服务供给的普惠性和便捷性。\n《意见》指出，要加强网络空间道德建设。强化网上道德示范引领，广泛开展劳动模范、时代楷模、道德模范、最美人物、身边好人、优秀志愿者等典型案例和事迹网上宣传活动，推动形成崇德向善、见贤思齐的网络文明环境。深化网络诚信建设，举办形式多样的线上线下品牌活动，大力传播诚信文化，倡导诚实守信的价值理念，鼓励支持互联网企业和平台完善内部诚信规范与机制，营造依法办网、诚信用网的良好氛围。发展网络公益事业，深入实施网络公益工程，广泛开展形式多样的网络文明志愿服务和网络公益活动，打造网络公益品牌。\n《意见》指出，要加强网络空间行为规范。培育符合社会主义核心价值观的网络伦理和行为规则，鼓励各地区各部门结合文明创建工作制定出台符合自身特点的网络文明准则，规范网上用语，把网络文明建设要求融入行业管理规范。着力提升青少年网络素养，进一步完善政府、学校、家庭、社会相结合的网络素养教育机制，提高青少年正确用网和安全防范意识能力，精心打造青少年愿听愿看的优秀网络文化产品。健全防范青少年沉迷网络工作机制，依法坚决打击和制止青少年网络欺凌，保护青少年在网络空间的合法权益。强化网络平台责任，加强网站平台社区规则、用户协议建设，引导网络平台增强国家安全意识。加强互联网行业自律，坚持经济效益和社会效益并重的价值导向，督促互联网企业积极履行社会责任。发挥行业组织引导督促作用，促进行业健康规范发展，鼓励支持各类网络社会组织参与网络文明建设。\n《意见》指出，要加强网络空间生态治理。深入开展网络文明引导，大力强化网络文明意识，充分利用重要传统节日、重大节庆和纪念日组织开展网络文明主题实践活动，教育广大网民自觉抵制歪风邪气，弘扬文明风尚。进一步规范网上内容生产、信息发布和传播流程，深入推进公众账号分级分类管理，构建以中国互联网联合辟谣平台为依托的全国网络辟谣联动机制。深入推进“清朗”、“净网”系列专项行动，深化打击网络违法犯罪，深化公众账号、直播带货、知识问答等领域不文明问题治理，开展互联网领域虚假信息治理。健全网络不文明现象投诉举报机制，动员广大网民积极参与监督，推动网络空间共治共享。坚持依法治理网络空间，把弘扬社会主义核心价值观贯穿网络立法执法司法普法各环节，发挥法律法规对维护良好网络秩序、树立文明网络风尚的保障作用。加强个人信息保护法、数据安全法贯彻实施，加快制定修订并实施文化产业促进法、广播电视法、网络犯罪防治法、未成年人网络保护条例、互联网信息服务管理办法等法律法规。创新开展网络普法系列活动，增强公民法律意识和法治素养。\n《意见》指出，要加强网络空间文明创建。推动群众性精神文明创建活动向网上延伸，充分发挥新时代文明实践中心和县级融媒体中心作用，加强网民网络文明素养实践教育基地建设，推动基层开展网络文明建设活动。开展军民共建网络文明活动，促进军政军民团结。积极打造中国网络文明理念宣介平台、经验交流平台、成果展示平台和国际网络文明互鉴平台。深入实施争做中国好网民工程，引导广大网民尊德守法、文明互动、理性表达，引导全社会提升网络文明素养，净化网络环境。\n《意见》要求，各地区各部门要充分认识加强网络文明建设的重要意义，建立党委统一领导、党政齐抓共管、有关部门各负其责、全社会积极参与的领导体制和工作机制。各级网信办、文明办要牵头抓总，加强对网络文明建设的组织指导和协调服务。注重发挥网民主体作用，广泛搭建平台，开展特色活动，吸引广大网民特别是青少年网民主动参与网络文明建设。加大政策、项目等扶持力度，鼓励社会力量对网络文明建设提供财力物力支持。加强对工作规律的认识把握，不断推动内容形式、方法手段、渠道载体等创新，增强网络文明建设的针对性有效性和吸引力感染力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1882,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":978322773,"gmtCreate":1599137276292,"gmtModify":1704221680061,"author":{"id":"3490330999451294","authorId":"3490330999451294","name":"大游侠","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3490330999451294","authorIdStr":"3490330999451294"},"themes":[],"htmlText":"<a 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17:45","market":"us","language":"zh","title":"“聪明钱”逃离中概股？13F文件告诉你：中概股“真香”","url":"https://stock-news.laohu8.com/highlight/detail?id=1172278485","media":"英为财情","summary":"每个季度一公布的13F文件，是华尔街投资者最关注的文件之一。","content":"<p>每个季度一公布的13F文件，是华尔街投资者最关注的文件之一。</p>\n<p>所谓13F文件，是由管理1亿美元以上的股权资产机构向美国证券交易委员会（SEC）披露的，该机构持有美国股权的情况以及资金的有关去向。需要提交13F文件的机构包括对冲基金、信托公司、养老金、保险公司等。</p>\n<p>也就是说，通过13F文件，投资者不仅可以看到华尔街最权威投资机构的持仓情况，还可以看到各大明星股被投资的情况。某种程度上，投资者还可以“抄作业”，在不用支付管理费的情况下，获得最佳的投资组合选股“建议”。</p>\n<p>最新的一个季度的13F文件又开始陆续公布了，这一期的13F文件，让我们最好奇的是，在经历了动荡的一个季度以后，在美国上市的中国科技股们，是否已经被华尔街抛弃了？数据或许最可以说明问题。</p>\n<p><b>中概股的忐忑一季</b></p>\n<p>一则“木头姐几乎清仓所有中概股”的消息点燃市场，一时间，人们对于中概股的信心跌至谷底，而这也并不是空穴来风。</p>\n<p>来自中美两国的监管压力都在加大，一方面，在美上市中国科技公司的退市压力是真实存在的，与此同时，原计划赴美IPO的中国企业也开启了撤回潮。另一方面，中国国内的监管也日趋严格，无论是在科技行业，还是在教培行业，都引发了巨震。</p>\n<p>不仅是“木头姐”的基金，二季度，持有大量中概股ADR的ETF Invesco Golden Dragon China ETF (NASDAQ:PGJ)下跌25%，与此同时，MSCI中国指数也下跌了近13%。“聪明钱”似乎在纷纷离场中概股？</p>\n<p><img src=\"https://static.tigerbbs.com/1463a47729fb591e2a8c1e06c4e810fb\" tg-width=\"753\" tg-height=\"726\" referrerpolicy=\"no-referrer\">（PGJ周线图来自英为财情Investing.com）</p>\n<p>但是，也有市场分析认为，目前对于中概股的看法过于悲观，一些中概股仍然拥有坚实的基本面，市场接下来仍有变向的可能。</p>\n<p><b>各大投行用13F文件告诉你，中概股“真香”</b></p>\n<p>根据最近陆续公布的各大投行机构的13F文件显示，并非所有的投行都在离中概股远去，相反，一些知名投行正在逢低布局。</p>\n<p>其中，最广为人知的就是，<a href=\"https://laohu8.com/S/GS\">高盛</a> (NYSE:GS)在二季度大举买入了587万股<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> (NYSE:BABA)股票，目前这只知名中概股已经成为了该行的第五大持仓股，占其投资组合比例的1.55%，而且，不仅买入阿里巴巴股票，高盛还同时持有该股的看涨期权。</p>\n<p><img src=\"https://static.tigerbbs.com/a68000528b4b6c67457363f0d7910dc5\" tg-width=\"727\" tg-height=\"737\" referrerpolicy=\"no-referrer\">（阿里巴巴周线图来自英为财情Investing.com）</p>\n<p>与此同时，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>也买入了阿里巴巴(BABA)的看涨期权。此外，投资管理公司Primecap也在二季度增持阿里巴巴。</p>\n<p>除了阿里巴巴，投行同时也在关注其他中概股。比如中国线上招聘平台<a href=\"https://laohu8.com/S/BZ\">BOSS直聘</a> (NASDAQ:BZ)，目前小摩对其持股总市值约为1.22亿美元；此外，在<a href=\"https://laohu8.com/S/C\">花旗</a>公布的13F报告之中，也出现了BOSS直聘的身影，老虎<a href=\"https://laohu8.com/S/601099\">太平洋</a>基金（TPC）第二季度也建仓了BOSS 直聘。</p>\n<p>摩根大通同时还买入了内地最大的网约车平台<a href=\"https://laohu8.com/S/DIDI\">滴滴</a> (NYSE:DIDI)，目前持仓市值约3.58亿美元。</p>\n<p>另外，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a> (NASDAQ:IQ)、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a> (HK:9626)等中国视频网站也被资本看好，包括<a href=\"https://laohu8.com/S/BLK\">贝莱德</a> (NYSE:BLK)、先锋领航、老虎太平洋基金（TPC）等资本都加仓了这两家视频平台公司。其中，先锋领航二季度增持哔哩哔哩公司312.9万股，期末总市值达10.6亿美元，加仓爱奇艺128万股。</p>","source":"ywcq","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>“聪明钱”逃离中概股？13F文件告诉你：中概股“真香”</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“聪明钱”逃离中概股？13F文件告诉你：中概股“真香”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-16 17:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cn.investing.com/analysis/article-200466687><strong>英为财情</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>每个季度一公布的13F文件，是华尔街投资者最关注的文件之一。\n所谓13F文件，是由管理1亿美元以上的股权资产机构向美国证券交易委员会（SEC）披露的，该机构持有美国股权的情况以及资金的有关去向。需要提交13F文件的机构包括对冲基金、信托公司、养老金、保险公司等。\n也就是说，通过13F文件，投资者不仅可以看到华尔街最权威投资机构的持仓情况，还可以看到各大明星股被投资的情况。某种程度上，投资者还可以“...</p>\n\n<a href=\"https://cn.investing.com/analysis/article-200466687\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/32f76f2b955be371110b877bebef37ba","relate_stocks":{"513050":"中概互联网ETF"},"source_url":"https://cn.investing.com/analysis/article-200466687","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172278485","content_text":"每个季度一公布的13F文件，是华尔街投资者最关注的文件之一。\n所谓13F文件，是由管理1亿美元以上的股权资产机构向美国证券交易委员会（SEC）披露的，该机构持有美国股权的情况以及资金的有关去向。需要提交13F文件的机构包括对冲基金、信托公司、养老金、保险公司等。\n也就是说，通过13F文件，投资者不仅可以看到华尔街最权威投资机构的持仓情况，还可以看到各大明星股被投资的情况。某种程度上，投资者还可以“抄作业”，在不用支付管理费的情况下，获得最佳的投资组合选股“建议”。\n最新的一个季度的13F文件又开始陆续公布了，这一期的13F文件，让我们最好奇的是，在经历了动荡的一个季度以后，在美国上市的中国科技股们，是否已经被华尔街抛弃了？数据或许最可以说明问题。\n中概股的忐忑一季\n一则“木头姐几乎清仓所有中概股”的消息点燃市场，一时间，人们对于中概股的信心跌至谷底，而这也并不是空穴来风。\n来自中美两国的监管压力都在加大，一方面，在美上市中国科技公司的退市压力是真实存在的，与此同时，原计划赴美IPO的中国企业也开启了撤回潮。另一方面，中国国内的监管也日趋严格，无论是在科技行业，还是在教培行业，都引发了巨震。\n不仅是“木头姐”的基金，二季度，持有大量中概股ADR的ETF Invesco Golden Dragon China ETF (NASDAQ:PGJ)下跌25%，与此同时，MSCI中国指数也下跌了近13%。“聪明钱”似乎在纷纷离场中概股？\n（PGJ周线图来自英为财情Investing.com）\n但是，也有市场分析认为，目前对于中概股的看法过于悲观，一些中概股仍然拥有坚实的基本面，市场接下来仍有变向的可能。\n各大投行用13F文件告诉你，中概股“真香”\n根据最近陆续公布的各大投行机构的13F文件显示，并非所有的投行都在离中概股远去，相反，一些知名投行正在逢低布局。\n其中，最广为人知的就是，高盛 (NYSE:GS)在二季度大举买入了587万股阿里巴巴 (NYSE:BABA)股票，目前这只知名中概股已经成为了该行的第五大持仓股，占其投资组合比例的1.55%，而且，不仅买入阿里巴巴股票，高盛还同时持有该股的看涨期权。\n（阿里巴巴周线图来自英为财情Investing.com）\n与此同时，摩根大通也买入了阿里巴巴(BABA)的看涨期权。此外，投资管理公司Primecap也在二季度增持阿里巴巴。\n除了阿里巴巴，投行同时也在关注其他中概股。比如中国线上招聘平台BOSS直聘 (NASDAQ:BZ)，目前小摩对其持股总市值约为1.22亿美元；此外，在花旗公布的13F报告之中，也出现了BOSS直聘的身影，老虎太平洋基金（TPC）第二季度也建仓了BOSS 直聘。\n摩根大通同时还买入了内地最大的网约车平台滴滴 (NYSE:DIDI)，目前持仓市值约3.58亿美元。\n另外，爱奇艺 (NASDAQ:IQ)、哔哩哔哩 (HK:9626)等中国视频网站也被资本看好，包括贝莱德 (NYSE:BLK)、先锋领航、老虎太平洋基金（TPC）等资本都加仓了这两家视频平台公司。其中，先锋领航二季度增持哔哩哔哩公司312.9万股，期末总市值达10.6亿美元，加仓爱奇艺128万股。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}