91积累财富663的个人主页 - 老虎社区

91积累财富663

91积累财富663

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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。

91积累财富663

2020-04-22

$Allegro Merger Corp. Right(ALGRR)$谁的市值还在，我的市值没动静呀😂😂

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

2021-02-03

$AMC院线(AMC)$起飞前奏，恭喜恭喜各位虎友发财。

91积累财富663

2021-05-03

$箩筐技术(LKCO)$九号停止交易了[财迷] [财迷]

91积累财富663

2021-02-01

$AMC院线(AMC)$没什么火力了？

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

2021-05-03

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

2021-01-28

$Sundial Growers Inc.(SNDL)$看来空头还够马力呀。

91积累财富663

2021-03-25

$MMEX RESOURCES CORP(MMEX)$[开心] [开心]

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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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