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91积累财富663
2021-05-24
[微笑] [微笑]
@丫丫港股圈:一季度大佬们的持仓感觉:迷茫
91积累财富663
2021-05-11
$四季教育(FEDU)$
目标退市[开心] [开心]
91积累财富663
2021-05-10
[微笑] [微笑]
抱歉,原内容已删除
91积累财富663
2021-05-03
$箩筐技术(LKCO)$
九号停止交易了[财迷] [财迷]
91积累财富663
2021-05-03
自古以来国人就见不得别人比自已过得好。
抱歉,原内容已删除
91积累财富663
2021-04-27
[微笑] [微笑]
抱歉,原内容已删除
91积累财富663
2021-03-25
$MMEX RESOURCES CORP(MMEX)$
[开心] [开心]
91积累财富663
2021-03-25
$MMEX RESOURCES CORP(MMEX)$
[开心] [开心]
91积累财富663
2021-03-09
[微笑] [微笑]
抱歉,原内容已删除
91积累财富663
2021-03-09
[微笑] [微笑]
抱歉,原内容已删除
91积累财富663
2021-03-05
[微笑] [微笑]
抱歉,原内容已删除
91积累财富663
2021-03-04
$开心汽车(KXIN)$
**企业,利好居然暴跌,以后永远都不能玩它的票。
91积累财富663
2021-03-01
[开心] [开心]
抱歉,原内容已删除
91积累财富663
2021-02-03
$AMC院线(AMC)$
起飞前奏,恭喜恭喜各位虎友发财。
91积累财富663
2021-02-02
$AMC院线(AMC)$
投资有风险,入市需谨慎,最多当股东。
91积累财富663
2021-02-02
$AMC院线(AMC)$
在希望的田野上,一定起飞。
91积累财富663
2021-02-02
$AMC院线(AMC)$
黎明前的黑暗,坚持就是胜利。
91积累财富663
2021-02-01
$AMC院线(AMC)$
必竟前几票比较突然,所有人都没有准备。现在估计没那么容易。别骂我,我也想让他涨呀。
91积累财富663
2021-02-01
$AMC院线(AMC)$
没什么火力了?
91积累财富663
2021-01-29
$Sundial Growers Inc.(SNDL)$
罗宾汉平台限制这支股票交易了。
去老虎APP查看更多动态
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[微笑]","listText":"[微笑] [微笑]","text":"[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/131858334","repostId":"194150043","repostType":1,"repost":{"id":194150043,"gmtCreate":1621337400000,"gmtModify":1621349574196,"author":{"id":"3465782205567474","authorId":"3465782205567474","name":"丫丫港股圈","avatar":"https://static.tigerbbs.com/f71230774f6081dd8737bd2f96066105","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465782205567474","authorIdStr":"3465782205567474"},"themes":[],"title":"一季度大佬们的持仓感觉:迷茫","htmlText":"最近,高瓴、景林等顶级机构先后提交了13F文件,公布了他们一季度的持仓情况。根据过去的经验,这些顶流机构的持仓中,涌现了不少像特斯拉、拼多多、SEA这样的大牛股。 那么这一次的13F文件会向投资者传递什么信息呢?我们一起来看看。 分歧 根据万得的数据,在一季度的持仓中,高瓴对大型科技股进行了明显的减持。大幅度减持了Zoom、京东、优步、B站,清仓了富途、Meli、SEA,仅对贝壳、DoorDash这两只科技股作出了小幅增持。 数据来源:万得,高瓴部分持仓股 而景林的操作恰好相反,在科技股方面新建仓富途、欢聚、360数科,同时增持了网易、京东和SEA,B站和贝壳则遭到了大幅度减持。 数据来源:万得,景林部分持仓股票 从两大私募的持仓看,除了大幅度减持B站和增持网易外,其他股票的操作出现了比较大的分歧。 比如说高瓴增持的贝壳,景林大幅度减持;而高瓴清仓的富途,景林却开始建仓; 还有陪伴两者多年的SEA,景林小幅度增持,高瓴却把它清仓了,实在让人摸不到头绪。 除了科技股,新能源板块的分歧也不少。 景林在一季度基本清仓了新能源汽车概念股,包括特斯拉、百度、巴拉德动力系统等,同时也清仓了光伏领域的晶科能源、大全新能源。 数据来源:万得 而相反,高瓴则重新建仓蔚来、小鹏,当然这也不是高瓴第一次进入造车新势力了。去年3季度高瓴就曾经建仓蔚来、理想、小鹏,四季度清仓,现在又重新建仓,这种短线进出的行为出现在以长期著称的高瓴身上,实在让人迷惑。 新持仓 除了分歧之外,两家机构在一季度的增持方面,也有不少看点。 首先,两家机构都增持了网易。景林一季度增持网易252万股,而高瓴则是重新建仓,买入网易4.35万股,平均成本103美元。 网易作为科技界的常青树,给投资者带来了巨大的回报,段永平曾经在网易上赚到了100倍的回报。 近年来,网易在剥离了电商业务后愈发稳健,经典游戏《梦幻西游》、《大话西游","listText":"最近,高瓴、景林等顶级机构先后提交了13F文件,公布了他们一季度的持仓情况。根据过去的经验,这些顶流机构的持仓中,涌现了不少像特斯拉、拼多多、SEA这样的大牛股。 那么这一次的13F文件会向投资者传递什么信息呢?我们一起来看看。 分歧 根据万得的数据,在一季度的持仓中,高瓴对大型科技股进行了明显的减持。大幅度减持了Zoom、京东、优步、B站,清仓了富途、Meli、SEA,仅对贝壳、DoorDash这两只科技股作出了小幅增持。 数据来源:万得,高瓴部分持仓股 而景林的操作恰好相反,在科技股方面新建仓富途、欢聚、360数科,同时增持了网易、京东和SEA,B站和贝壳则遭到了大幅度减持。 数据来源:万得,景林部分持仓股票 从两大私募的持仓看,除了大幅度减持B站和增持网易外,其他股票的操作出现了比较大的分歧。 比如说高瓴增持的贝壳,景林大幅度减持;而高瓴清仓的富途,景林却开始建仓; 还有陪伴两者多年的SEA,景林小幅度增持,高瓴却把它清仓了,实在让人摸不到头绪。 除了科技股,新能源板块的分歧也不少。 景林在一季度基本清仓了新能源汽车概念股,包括特斯拉、百度、巴拉德动力系统等,同时也清仓了光伏领域的晶科能源、大全新能源。 数据来源:万得 而相反,高瓴则重新建仓蔚来、小鹏,当然这也不是高瓴第一次进入造车新势力了。去年3季度高瓴就曾经建仓蔚来、理想、小鹏,四季度清仓,现在又重新建仓,这种短线进出的行为出现在以长期著称的高瓴身上,实在让人迷惑。 新持仓 除了分歧之外,两家机构在一季度的增持方面,也有不少看点。 首先,两家机构都增持了网易。景林一季度增持网易252万股,而高瓴则是重新建仓,买入网易4.35万股,平均成本103美元。 网易作为科技界的常青树,给投资者带来了巨大的回报,段永平曾经在网易上赚到了100倍的回报。 近年来,网易在剥离了电商业务后愈发稳健,经典游戏《梦幻西游》、《大话西游","text":"最近,高瓴、景林等顶级机构先后提交了13F文件,公布了他们一季度的持仓情况。根据过去的经验,这些顶流机构的持仓中,涌现了不少像特斯拉、拼多多、SEA这样的大牛股。 那么这一次的13F文件会向投资者传递什么信息呢?我们一起来看看。 分歧 根据万得的数据,在一季度的持仓中,高瓴对大型科技股进行了明显的减持。大幅度减持了Zoom、京东、优步、B站,清仓了富途、Meli、SEA,仅对贝壳、DoorDash这两只科技股作出了小幅增持。 数据来源:万得,高瓴部分持仓股 而景林的操作恰好相反,在科技股方面新建仓富途、欢聚、360数科,同时增持了网易、京东和SEA,B站和贝壳则遭到了大幅度减持。 数据来源:万得,景林部分持仓股票 从两大私募的持仓看,除了大幅度减持B站和增持网易外,其他股票的操作出现了比较大的分歧。 比如说高瓴增持的贝壳,景林大幅度减持;而高瓴清仓的富途,景林却开始建仓; 还有陪伴两者多年的SEA,景林小幅度增持,高瓴却把它清仓了,实在让人摸不到头绪。 除了科技股,新能源板块的分歧也不少。 景林在一季度基本清仓了新能源汽车概念股,包括特斯拉、百度、巴拉德动力系统等,同时也清仓了光伏领域的晶科能源、大全新能源。 数据来源:万得 而相反,高瓴则重新建仓蔚来、小鹏,当然这也不是高瓴第一次进入造车新势力了。去年3季度高瓴就曾经建仓蔚来、理想、小鹏,四季度清仓,现在又重新建仓,这种短线进出的行为出现在以长期著称的高瓴身上,实在让人迷惑。 新持仓 除了分歧之外,两家机构在一季度的增持方面,也有不少看点。 首先,两家机构都增持了网易。景林一季度增持网易252万股,而高瓴则是重新建仓,买入网易4.35万股,平均成本103美元。 网易作为科技界的常青树,给投资者带来了巨大的回报,段永平曾经在网易上赚到了100倍的回报。 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href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2021-01-07/doc-iiznezxt0946719.shtml\">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":{".DJI":"道琼斯","DOG":"道指反向ETF","UDOW":"道指三倍做多ETF-ProShares","DXD":"道指两倍做空ETF","SDOW":"道指三倍做空ETF-ProShares","DDM":"道指两倍做多ETF","AMC":"AMC院线","DJX":"1/100道琼斯"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2021-01-07/doc-iiznezxt0946719.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2101673585","content_text":"原标题:据道琼斯新闻报道 AMC院线洽谈为其英国部门Odeon借款最多3亿英镑 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小白读财经 3天前 大盘站上3000点的时候,不断有人问我牛市是否要来了?我没有搭理他们。本周五,股市站上3150点,成交量超过1.1万亿,股民的新开始躁动了。说实话,我的心里没有兴奋,只有担忧。因为,当前中国经济支撑不起一轮牛市。我们知道,最近两年管理层一直在强调资金的精准滴灌,即使是降准、降息,那也是利用政策倾斜,定向降准、降息。如果此时股市走牛的话,只会促使相当一部分的低息资金,想方设法进入牛市,而不是用在本应该发展的行业上。毕竟,人性都是一致的。能轻松赚钱,谁愿意卖苦力?再加上,当前创业板涨幅也已经很大,管理层一直在鼓励科技创新型企业入市,就连新三板的精选层也按时开始了。在这个关键时刻,股市需要稳定,需要给这些科技创新型企业稳定的流动性,而不是下猛料,然后是一地**。当然,当前若真的启动牛市的话,最大的得利方可能是外资。事实上,外资在2016年就开始有序进入国内,经过几年的潜伏,通过投资中国的白马股,已经获得相当丰厚的利润,当前外资在中国市值已经超过2.1万亿元,这些资金本来就收获丰厚,如果在这个时候再来一波牛市的话,外资一定很开心!","listText":" 小白读财经 3天前 大盘站上3000点的时候,不断有人问我牛市是否要来了?我没有搭理他们。本周五,股市站上3150点,成交量超过1.1万亿,股民的新开始躁动了。说实话,我的心里没有兴奋,只有担忧。因为,当前中国经济支撑不起一轮牛市。我们知道,最近两年管理层一直在强调资金的精准滴灌,即使是降准、降息,那也是利用政策倾斜,定向降准、降息。如果此时股市走牛的话,只会促使相当一部分的低息资金,想方设法进入牛市,而不是用在本应该发展的行业上。毕竟,人性都是一致的。能轻松赚钱,谁愿意卖苦力?再加上,当前创业板涨幅也已经很大,管理层一直在鼓励科技创新型企业入市,就连新三板的精选层也按时开始了。在这个关键时刻,股市需要稳定,需要给这些科技创新型企业稳定的流动性,而不是下猛料,然后是一地**。当然,当前若真的启动牛市的话,最大的得利方可能是外资。事实上,外资在2016年就开始有序进入国内,经过几年的潜伏,通过投资中国的白马股,已经获得相当丰厚的利润,当前外资在中国市值已经超过2.1万亿元,这些资金本来就收获丰厚,如果在这个时候再来一波牛市的话,外资一定很开心!","text":"小白读财经 3天前 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