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91积累财富663
2021-05-24
@真是港股圈: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
91积累财富663
2021-05-09
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
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
抱歉,原内容已删除
91积累财富663
2021-03-24
$MMEX RESOURCES CORP(MMEX)$
91积累财富663
2021-03-24
$MMEX RESOURCES CORP(MMEX)$
91积累财富663
2021-03-08
抱歉,原内容已删除
91积累财富663
2021-03-08
抱歉,原内容已删除
91积累财富663
2021-03-04
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
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
2021-02-01
$AMC院线(AMC)$
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
2021-01-28
$Sundial Growers Inc.(SNDL)$
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":"真是港股圈","avatar":"https://static.tigerbbs.com/ecdf784ac4b6eb627d1f2c8c45171e32","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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