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全都是我的苹果

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全都是我的苹果

2021-12-03

$RLX科技(RLX)$这波政策落地，短期利空，长期利好，虽然烟草税很高，利润会大降，但是长期来看，电子烟合法化营收会不断扩大，因为中国有着世界上数量最多的烟民。

全都是我的苹果

2021-11-26

$RLX科技(RLX)$今晚确实刺激，很有可能多空双杀啊！

全都是我的苹果

2021-11-26

$RLX科技(RLX)$老铁们，先研究下烟草的税率，你们就知道雾芯能不能赚钱了，现在还梭哈买进，牛

全都是我的苹果

2021-11-22

$RLX科技(RLX)$又是拉稀的一天

全都是我的苹果

2021-08-09

$中芯国际(00981)$屎一样的股票

全都是我的苹果

2021-02-18

**公司，公益都是假的，就TM为了圈钱

抱歉，原内容已删除

全都是我的苹果

2021-02-09

$蔚来(NIO)$都是机器人下单，蔚来的股票被庄玩烂了，全是100.75股，还看不出来吗

全都是我的苹果

2021-02-02

$蔚来(NIO)$唉，蔚来的盘子烂掉了，狗庄手上太多流通股了，价格随便搞来搞去

全都是我的苹果

2021-02-02

$蔚来(NIO)$真TM恶心，都是100股，75股，自己电脑自动买卖，搞个篮子

全都是我的苹果

2021-02-02

搞笑的作者，蔚来是产量，销量都排到2个月后去了。这个都不懂还好意思发文章瞎说。

抱歉，原内容已删除

全都是我的苹果

2021-01-28

$蔚来(NIO)$发生了什么

全都是我的苹果

2020-12-29

$蔚来(NIO)$又是割韭菜的一晚

全都是我的苹果

2020-12-02

$蔚来(NIO)$全是泥马抄底的，艹

全都是我的苹果

2020-11-17

这篇文章不错，转发给大家看

高瓴资本870亿海外持仓曝光，清仓蔚来是个误会

全都是我的苹果

2020-09-24

$蔚来(NIO)$心疼割肉的小韭菜

全都是我的苹果

2020-09-10

$特斯拉(TSLA)$说明不了什么，都是中国韭菜

全都是我的苹果

2020-09-04

$蔚来(NIO)$都赶紧溜吧

全都是我的苹果

2020-08-13

$蔚来(NIO)$韭菜们，卖起来！

全都是我的苹果

2020-08-11

做多的期权太多了，血洗的节奏！

全都是我的苹果

2020-07-30

$理想汽车(LI)$就理想都能到20多美金，蔚来12美金还一直卖，我是没法理解，是中国韭菜太多吗

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href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a>屎一样的股票","text":"$中芯国际(00981)$屎一样的股票","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898310264","isVote":1,"tweetType":1,"viewCount":2616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384808832,"gmtCreate":1613634332626,"gmtModify":1613634332626,"author":{"id":"3536232062668489","authorId":"3536232062668489","name":"全都是我的苹果","avatar":"https://static.tigerbbs.com/14e2d84ccc30a9516778ef4f28ab5bfe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3536232062668489","idStr":"3536232062668489"},"themes":[],"htmlText":"**公司，公益都是假的，就TM为了圈钱","listText":"**公司，公益都是假的，就TM为了圈钱","text":"**公司，公益都是假的，就TM为了圈钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384808832","repostId":"1153511887","repostType":4,"isVote":1,"tweetType":1,"viewCount":1175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383598026,"gmtCreate":1612883480565,"gmtModify":1703766344990,"author":{"id":"3536232062668489","authorId":"3536232062668489","name":"全都是我的苹果","avatar":"https://static.tigerbbs.com/14e2d84ccc30a9516778ef4f28ab5bfe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3536232062668489","idStr":"3536232062668489"},"themes":[],"htmlText":"<a 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你怕啥"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314014009,"gmtCreate":1612280008401,"gmtModify":1703759893032,"author":{"id":"3536232062668489","authorId":"3536232062668489","name":"全都是我的苹果","avatar":"https://static.tigerbbs.com/14e2d84ccc30a9516778ef4f28ab5bfe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3536232062668489","idStr":"3536232062668489"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>唉，蔚来的盘子烂掉了，狗庄手上太多流通股了，价格随便搞来搞去","listText":"<a 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>又是割韭菜的一晚","text":"$蔚来(NIO)$又是割韭菜的一晚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333611107","isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398589324,"gmtCreate":1606920368068,"gmtModify":1703845396983,"author":{"id":"3536232062668489","authorId":"3536232062668489","name":"全都是我的苹果","avatar":"https://static.tigerbbs.com/14e2d84ccc30a9516778ef4f28ab5bfe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3536232062668489","idStr":"3536232062668489"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>全是泥马抄底的，艹","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>全是泥马抄底的，艹","text":"$蔚来(NIO)$全是泥马抄底的，艹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398589324","isVote":1,"tweetType":1,"viewCount":835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307566539,"gmtCreate":1605601539521,"gmtModify":1703838496878,"author":{"id":"3536232062668489","authorId":"3536232062668489","name":"全都是我的苹果","avatar":"https://static.tigerbbs.com/14e2d84ccc30a9516778ef4f28ab5bfe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3536232062668489","idStr":"3536232062668489"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307566539","repostId":"1192091545","repostType":2,"repost":{"id":"1192091545","weMediaInfo":{"introduction":"走近最优秀的投资人，聆听客观表达的理性声音，只做最好的原创财富资讯，洞见独立思想，回归资本常识。","home_visible":1,"media_name":"聪明投资者","id":"1072656223","head_image":"https://static.tigerbbs.com/fb7d47b7d71e40bb922cfa2979932b7f"},"pubTimestamp":1605594775,"share":"https://www.laohu8.com/m/news/1192091545?lang=&edition=full","pubTime":"2020-11-17 14:32","market":"us","language":"zh","title":"高瓴资本870亿海外持仓曝光，清仓蔚来是个误会","url":"https://stock-news.laohu8.com/highlight/detail?id=1192091545","media":"聪明投资者","summary":"北京时间11月17日，高瓴在美国证券交易委员会（SEC）公布了2020年第三季度末的美股持仓情况。数据显示，高瓴在美股市场持有89家公司的股票，总市值为132亿美元，合计约人民币874.17亿人民币。","content":"<p>北京时间11月17日，高瓴在美国证券交易委员会（SEC）公布了2020年第三季度末的美股持仓情况。数据显示，高瓴在美股市场<b>持有89家公司的股票，总市值为132亿美元，合计约人民币874.17亿人民币</b>。</p>\n<p>其中，以生物医疗、互联网、硬科技为主要布局领域，中概股依然占据强势地位。</p>\n<p>在高瓴资本的美股持仓中，前十大重仓股分别是：<b>ZOOM、<a href=\"https://laohu8.com/S/BGNE\">百济神州</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、UBER、<a href=\"https://laohu8.com/S/CBPO\">泰邦生物</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>、贝壳</b>。</p>\n<p><img src=\"https://static.tigerbbs.com/542d783f929b229071faae6656dbe5b9\" tg-width=\"786\" tg-height=\"348\"></p>\n<p><b>前十大重仓股合计持仓96.55亿美元</b>，约639.61亿人民币。占到全部持仓市值的<b>73.10%。</b></p>\n<p>与二季度末时持有74家公司，109.4亿美元，约760.38亿人民币市值相比，<b>本季度持股市值和持股数据都有所增加。</b></p>\n<p>其中，新进了包括<b><a href=\"https://laohu8.com/S/BEKE\">贝壳</a>、Zillowgroup（美国房地产信息查询网站）、<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a></b>在内的约20只个股。同时，增加了对<b>阿里巴巴、拼多多、京东</b>等11家公司的持仓。</p>\n<p>特别是对<b>蔚来</b>，此前有媒体报道，高瓴在2019年四季度清仓蔚来。<b>但据透露，高瓴实际上是将对蔚来的投资转为了更为稳妥的可转债持有，</b>SEC数据显示，近两年蔚来进行了多次可转债和增发融资。</p>\n<p>2019年1月份，在蔚来股价一路暴跌之前，<b>高瓴就购入了蔚来可转债。</b>今年新能源概念走强，<b>高瓴又通过二级市场“加仓”蔚来股票，也</b>享受到了这波行情。</p>\n<p>此外，减持了包括<b><a href=\"https://laohu8.com/S/ZM\">Zoom</a>、爱奇艺、好未来、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a></b>等在内的12只个股，清仓了<b><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>、Line、<a href=\"https://laohu8.com/S/ZLAB\">再鼎医药</a>、兆言网络。</b></p>\n<p><b>深入布局生命健康领域</b></p>\n<p><b>组合中个股超一半是医药企业</b></p>\n<p>在高瓴的持仓组合中，生物科技、医疗制药企业一直都是重点。</p>\n<p>美股组合的89只个股中，生命健康领域的企业达到了47席。其中，本季度新进的约20家企业中，有10家都是生物制药领域的企业。</p>\n<p>进一步看，高瓴在三季度强化了对细分生命健康领域的投资，在增持与新进的公司中，对数字细胞、罕见病、肌肉疾病等细分领域的投资持续加大。</p>\n<p>资料显示，高瓴在生物医药、医疗器械、医疗服务、医药零售等领域累计投资了200多家企业，其中中国企业超过100家。总投资金额超过1500亿元人民币。</p>\n<p>今年9月1日，高瓴张磊在活动中表示，“我们是坚定地重仓大健康大医疗行业。”</p>\n<p>而且，在行业的各个子领域都有涉足，比如CRO的<a href=\"https://laohu8.com/S/03347\">泰格医药</a>，CDMO的<a href=\"https://laohu8.com/S/002821\">凯莱英</a>等等，“这形成了一个很好的生态，<b>所以说整个生态的发展远远不只是一个单点突破所能带来的繁荣。</b>”</p>\n<p>张磊将现阶段的生命科学、生物技术形容为是<b>“到了<a href=\"https://laohu8.com/S/688256\">寒武纪</a>阶段，就是生命大爆发阶段，各种各样的物种全部出现。</b>”</p>\n<p>对于医药股的投资，借用张磊的原话，“一定要有长期主义的心态”。</p>\n<p>“像<a href=\"https://laohu8.com/S/06160\">百济神州</a>，也是咱们最早从美国回来在香港上市的的公司。我们从第一轮投资时它的估值可能还不到1亿美元，现在已经是200多亿美元估值的公司。但到今天也不赚钱，我们连续投资了8轮，这家公司到前三四轮的时候还没有什么收入，这就是说明你没有长期主业的信念，是不可能做好生命科学的投资的。”<b>（全文点此查看）</b></p>\n<p>数据来看，百济神州多个季度位列其前五大重仓股，在三季度持仓数据中，百济神州的持有市值15.67亿，排在第2位。</p>\n<p><b>加码新能源</b></p>\n<p><b>蔚来、小鹏汽车、理想汽车</b></p>\n<p>三季度数据显示，<b>高瓴持有蔚来241万股，</b>此前披露的股票组合显示，曾在2019年四季度清仓蔚来。</p>\n<p><b>但据透露，高瓴实际上是将对蔚来的投资转为了可转债持有，</b>SEC数据显示，近两年蔚来进行了多次可转债和增发融资。</p>\n<p><b>2019年1月份，在蔚来股价一路暴跌之前，高瓴就购入了蔚来可转债。今年新能源概念走强，高瓴又通过二级市场“加仓”蔚来股票，</b>也享受到了这波行情。</p>\n<p>此外，在新能源车行业，高瓴此前投资的小鹏汽车和理想汽车，今年都完成了美股上市，<b>三季度数据显示，高瓴持有小鹏汽车90多万股和理想汽车160多万股。</b></p>\n<p>其中小鹏汽车是高瓴一级市场投资项目，高瓴实际持有的股份比例当高于此次披露数据。</p>\n<p>值得一提的是，高瓴非常关注整个新能源行业，在A股还投资了<a href=\"https://laohu8.com/S/300750\">宁德时代</a>和<a href=\"https://laohu8.com/S/002812\">恩捷股份</a>等龙头，不仅布局新造车，对造车行业上游比如新能源电池、芯片、新材料等产业链上的机会同样非常关注。</p>\n<p><b>布局新基建、硬科技</b></p>\n<p><b>大幅加仓<a href=\"https://laohu8.com/S/GDS\">万国数据</a>、新进Snowflake</b></p>\n<p>三季度，高瓴大幅增持万国数据307.69万股，截至三季度末共持有314.36万股，持股市值约2.57亿美元，为其本季度第12大重仓。</p>\n<p><b>万国数据是中国领先的高性能数据中心开发商和运营商。</b></p>\n<p>资料显示，<b>高瓴在6月参与了万国数据的定向增发，认购4亿美元股份。而今年11月初，万国数据在香港二次上市，高瓴也追加了投资。</b></p>\n<p>目前万国数据在香港联交所市值<b>超过千亿港币</b>。这也被认为是高瓴加码新基建投资的明显信号。</p>\n<p>此外，高瓴三季度还新进了云计算明星公司Snowflake，同时还增持了<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>，显示高瓴对硬科技和企业服务领域持续看好。值得一提的是，本季度巴菲特的<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>也对Snowflake大手笔买入。</p>\n<p><b>新进贝壳</b></p>\n<p><b>增持阿里、拼多多、京东</b></p>\n<p><b>中概股持续占据重要地位</b></p>\n<p>三季度数据显示，中概股依旧是高瓴最重要的投资布局，包括今年上市的<b>贝壳、<a href=\"https://laohu8.com/S/IMAB\">天境生物</a></b>等高瓴一级市场投资的项目也出现在高瓴三季度持仓名单上。</p>\n<p>其中持有<b>贝壳500万股，持股市值约3.07亿美元，</b>目前贝壳为其第十大重仓。</p>\n<p>此外，三季度高瓴继续看好中国零售电商，<b>增加了对阿里巴巴、拼多多、京东的投资。</b></p>\n<p>其中增持京东819.46万股，截止三季度末共持有1600.5万股，持股市值约12.42亿美元，为其第三大重仓。小幅增持阿里、拼多多，目前两家公司分别为其第4、第6大持仓。</p>\n<p>高瓴持有的89家公司中，从数量来看中概股占比超过30%，从持有市值来看，中概股占比超过60%。</p>\n<p><b>包括百济神州、京东、爱奇艺、阿里巴巴、拼多多、泰邦生物在内，高瓴一直长期重仓持有。</b></p>\n<p>今年4月份高瓴创始人张磊在于<a href=\"https://laohu8.com/S/BX\">黑石</a>集团董事长苏世民对话提到，<b>“最好的投资机会就在中国,就在当下,现在就是重仓中国最好的机会。”</b></p>\n<p><b>清仓特斯拉、唯品会</b></p>\n<p><b>减持Zoom、爱奇艺、哔哩哔哩、<a href=\"https://laohu8.com/S/ZTO\">中通快递</a>、台积电</b></p>\n<p>从数据来看，高瓴在本季度亦有不少减持动作。</p>\n<p>其中，减持Zoom184万股，目前共持有501.2万股，依旧为其第一大重仓。</p>\n<p><img src=\"https://static.tigerbbs.com/307828472821d88def3b9736503b1c27\" tg-width=\"1080\" tg-height=\"485\"></p>\n<p>值得一提的是，ZOOM于2018年IPO，而高瓴在2014年便投资了ZOOM，成为其重要投资人，并在后续几轮融资中持续加码。</p>\n<p>由于新冠肺炎的发展，引爆了投资者对在线公司的追捧。Zoom的股价在今年迎来了一轮波澜壮阔的上涨，截止今年9月30日，今年以来涨幅超过590%。</p>\n<p>本季度高瓴资本<b>还减少了对爱奇艺、哔哩哔哩的持仓，同时大幅减持了教育板块个股好未来。</b></p>\n<p>小幅减持中通快递8.8万股，目前共持有334.55万股，持股市值1亿美元左右；大幅减持<a href=\"https://laohu8.com/S/TSM\">台积电</a>70万股，目前共持有40.05万股，持股市值3246.8万美元。</p>\n<p>此外，清仓了<b>特斯拉、唯品会、Line、再鼎医药、兆言网络这5只个股。</b></p>\n<p>数据显示，<b>高瓴资本是在2019年二季度时新进买入特斯拉66.83万股，彼时特斯拉的股价一度跌至历史新低，高瓴可以算是成功抄底。</b></p>\n<p>去年四季度清仓特斯拉后，今年一季度重新买入13.04万股，持股市值6832万美元。二季度对特斯拉持仓维持13.04万股不变，持股市值却翻了一倍以上。</p>\n<p><b>高瓴系A股继续持有格力、海螺、爱尔</b></p>\n<p><b>新进上海机电、恩捷股份</b></p>\n<p><img src=\"https://static.tigerbbs.com/ad70972e45f64bdc33cf3350ade8b7f2\" tg-width=\"965\" tg-height=\"429\"></p>\n<p>数据来源：wind，涨跌幅截至2020年11月13日</p>\n<p>上市公司2020年三季报显示，A股市场上，高瓴旗下百亿级证券私募礼仁投资今年三季度新进个股<b><a href=\"https://laohu8.com/S/600835\">上海机电</a></b>，持股市值超过4亿；对<b><a href=\"https://laohu8.com/S/600779\">水井坊</a></b>的持仓保持不变，减持并退出了<b><a href=\"https://laohu8.com/S/000858\">五粮液</a></b>的前十大流通股东名单。</p>\n<p>此外，<b>宁德时代</b>日前定增募资总额197亿元，高瓴资本也大手笔参与 。</p>\n<p>今年9月份<b>恩捷股份</b>发布相关报告，高瓴旗下私募机构参与了其定增项目，获配金额近15亿元。</p>\n<p>本季度，高瓴对<b><a href=\"https://laohu8.com/S/02359\">药明康德</a></b>的持仓主体有所变化，9月通过大宗交易对<a href=\"https://laohu8.com/S/603259\">药明康德</a>进行了减持并退出其前十大流通股东名单。此外，旗下HCM基金二期则新进入药明康德的前十大流通股东名单，占流通A股比例1.79%。</p>\n<p>此外，退出了<b><a href=\"https://laohu8.com/S/603882\">金域医学</a></b>的前十大流通股东名单。不过，此番退出其前十大名单也并不意味着其对金域医学有减持，可能是因为其他机构买的更多了。</p>\n<p><b>港股布局的嘉和生物、云顶新耀成功上市</b></p>\n<p><b>蓝月亮IPO获批</b></p>\n<p>高瓴在港股也布局了不少医药股，其中嘉和生物和云顶新耀今年10月份在港股上市，上市首日均有不错涨幅。</p>\n<p>其中嘉和生物主要专注于肿瘤及自身免疫药物的研发及商业化，招股书显示，高瓴资本旗下的HHJH and HM Healthcare持有嘉和生物35.59%的股份，为第一大股东。</p>\n<p>云顶新耀2017年由医药PE康桥资本孵化成立，商业模式以&nbsp;License in 为主，不直接研发药物。今年6月，高瓴创投作为共同领投方参与了云顶新耀C轮融资，10月份上市，在此次上市前，高瓴资本亦作为基石投资者参与了对云顶新耀的认购。</p>\n<p>此外，11月12日，蓝月亮通过港交所上市聆讯，高瓴资本自2010年正式投资蓝月亮，目前是其最大的外部股东，持有10%的股份。</p>\n<p>以下为高瓴三季度美股全部持仓表：</p>\n<p><img src=\"https://static.tigerbbs.com/c99d547ae1916e7c1ce5ad6e410a01f4\" tg-width=\"834\" tg-height=\"1364\"></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>高瓴资本870亿海外持仓曝光，清仓蔚来是个误会</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高瓴资本870亿海外持仓曝光，清仓蔚来是个误会\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1072656223\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/fb7d47b7d71e40bb922cfa2979932b7f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">聪明投资者 </p>\n<p class=\"h-time\">2020-11-17 14:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>北京时间11月17日，高瓴在美国证券交易委员会（SEC）公布了2020年第三季度末的美股持仓情况。数据显示，高瓴在美股市场<b>持有89家公司的股票，总市值为132亿美元，合计约人民币874.17亿人民币</b>。</p>\n<p>其中，以生物医疗、互联网、硬科技为主要布局领域，中概股依然占据强势地位。</p>\n<p>在高瓴资本的美股持仓中，前十大重仓股分别是：<b>ZOOM、<a href=\"https://laohu8.com/S/BGNE\">百济神州</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、UBER、<a href=\"https://laohu8.com/S/CBPO\">泰邦生物</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>、贝壳</b>。</p>\n<p><img src=\"https://static.tigerbbs.com/542d783f929b229071faae6656dbe5b9\" tg-width=\"786\" tg-height=\"348\"></p>\n<p><b>前十大重仓股合计持仓96.55亿美元</b>，约639.61亿人民币。占到全部持仓市值的<b>73.10%。</b></p>\n<p>与二季度末时持有74家公司，109.4亿美元，约760.38亿人民币市值相比，<b>本季度持股市值和持股数据都有所增加。</b></p>\n<p>其中，新进了包括<b><a href=\"https://laohu8.com/S/BEKE\">贝壳</a>、Zillowgroup（美国房地产信息查询网站）、<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a></b>在内的约20只个股。同时，增加了对<b>阿里巴巴、拼多多、京东</b>等11家公司的持仓。</p>\n<p>特别是对<b>蔚来</b>，此前有媒体报道，高瓴在2019年四季度清仓蔚来。<b>但据透露，高瓴实际上是将对蔚来的投资转为了更为稳妥的可转债持有，</b>SEC数据显示，近两年蔚来进行了多次可转债和增发融资。</p>\n<p>2019年1月份，在蔚来股价一路暴跌之前，<b>高瓴就购入了蔚来可转债。</b>今年新能源概念走强，<b>高瓴又通过二级市场“加仓”蔚来股票，也</b>享受到了这波行情。</p>\n<p>此外，减持了包括<b><a href=\"https://laohu8.com/S/ZM\">Zoom</a>、爱奇艺、好未来、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a></b>等在内的12只个股，清仓了<b><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>、Line、<a href=\"https://laohu8.com/S/ZLAB\">再鼎医药</a>、兆言网络。</b></p>\n<p><b>深入布局生命健康领域</b></p>\n<p><b>组合中个股超一半是医药企业</b></p>\n<p>在高瓴的持仓组合中，生物科技、医疗制药企业一直都是重点。</p>\n<p>美股组合的89只个股中，生命健康领域的企业达到了47席。其中，本季度新进的约20家企业中，有10家都是生物制药领域的企业。</p>\n<p>进一步看，高瓴在三季度强化了对细分生命健康领域的投资，在增持与新进的公司中，对数字细胞、罕见病、肌肉疾病等细分领域的投资持续加大。</p>\n<p>资料显示，高瓴在生物医药、医疗器械、医疗服务、医药零售等领域累计投资了200多家企业，其中中国企业超过100家。总投资金额超过1500亿元人民币。</p>\n<p>今年9月1日，高瓴张磊在活动中表示，“我们是坚定地重仓大健康大医疗行业。”</p>\n<p>而且，在行业的各个子领域都有涉足，比如CRO的<a href=\"https://laohu8.com/S/03347\">泰格医药</a>，CDMO的<a href=\"https://laohu8.com/S/002821\">凯莱英</a>等等，“这形成了一个很好的生态，<b>所以说整个生态的发展远远不只是一个单点突破所能带来的繁荣。</b>”</p>\n<p>张磊将现阶段的生命科学、生物技术形容为是<b>“到了<a href=\"https://laohu8.com/S/688256\">寒武纪</a>阶段，就是生命大爆发阶段，各种各样的物种全部出现。</b>”</p>\n<p>对于医药股的投资，借用张磊的原话，“一定要有长期主义的心态”。</p>\n<p>“像<a href=\"https://laohu8.com/S/06160\">百济神州</a>，也是咱们最早从美国回来在香港上市的的公司。我们从第一轮投资时它的估值可能还不到1亿美元，现在已经是200多亿美元估值的公司。但到今天也不赚钱，我们连续投资了8轮，这家公司到前三四轮的时候还没有什么收入，这就是说明你没有长期主业的信念，是不可能做好生命科学的投资的。”<b>（全文点此查看）</b></p>\n<p>数据来看，百济神州多个季度位列其前五大重仓股，在三季度持仓数据中，百济神州的持有市值15.67亿，排在第2位。</p>\n<p><b>加码新能源</b></p>\n<p><b>蔚来、小鹏汽车、理想汽车</b></p>\n<p>三季度数据显示，<b>高瓴持有蔚来241万股，</b>此前披露的股票组合显示，曾在2019年四季度清仓蔚来。</p>\n<p><b>但据透露，高瓴实际上是将对蔚来的投资转为了可转债持有，</b>SEC数据显示，近两年蔚来进行了多次可转债和增发融资。</p>\n<p><b>2019年1月份，在蔚来股价一路暴跌之前，高瓴就购入了蔚来可转债。今年新能源概念走强，高瓴又通过二级市场“加仓”蔚来股票，</b>也享受到了这波行情。</p>\n<p>此外，在新能源车行业，高瓴此前投资的小鹏汽车和理想汽车，今年都完成了美股上市，<b>三季度数据显示，高瓴持有小鹏汽车90多万股和理想汽车160多万股。</b></p>\n<p>其中小鹏汽车是高瓴一级市场投资项目，高瓴实际持有的股份比例当高于此次披露数据。</p>\n<p>值得一提的是，高瓴非常关注整个新能源行业，在A股还投资了<a href=\"https://laohu8.com/S/300750\">宁德时代</a>和<a href=\"https://laohu8.com/S/002812\">恩捷股份</a>等龙头，不仅布局新造车，对造车行业上游比如新能源电池、芯片、新材料等产业链上的机会同样非常关注。</p>\n<p><b>布局新基建、硬科技</b></p>\n<p><b>大幅加仓<a href=\"https://laohu8.com/S/GDS\">万国数据</a>、新进Snowflake</b></p>\n<p>三季度，高瓴大幅增持万国数据307.69万股，截至三季度末共持有314.36万股，持股市值约2.57亿美元，为其本季度第12大重仓。</p>\n<p><b>万国数据是中国领先的高性能数据中心开发商和运营商。</b></p>\n<p>资料显示，<b>高瓴在6月参与了万国数据的定向增发，认购4亿美元股份。而今年11月初，万国数据在香港二次上市，高瓴也追加了投资。</b></p>\n<p>目前万国数据在香港联交所市值<b>超过千亿港币</b>。这也被认为是高瓴加码新基建投资的明显信号。</p>\n<p>此外，高瓴三季度还新进了云计算明星公司Snowflake，同时还增持了<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>，显示高瓴对硬科技和企业服务领域持续看好。值得一提的是，本季度巴菲特的<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>也对Snowflake大手笔买入。</p>\n<p><b>新进贝壳</b></p>\n<p><b>增持阿里、拼多多、京东</b></p>\n<p><b>中概股持续占据重要地位</b></p>\n<p>三季度数据显示，中概股依旧是高瓴最重要的投资布局，包括今年上市的<b>贝壳、<a href=\"https://laohu8.com/S/IMAB\">天境生物</a></b>等高瓴一级市场投资的项目也出现在高瓴三季度持仓名单上。</p>\n<p>其中持有<b>贝壳500万股，持股市值约3.07亿美元，</b>目前贝壳为其第十大重仓。</p>\n<p>此外，三季度高瓴继续看好中国零售电商，<b>增加了对阿里巴巴、拼多多、京东的投资。</b></p>\n<p>其中增持京东819.46万股，截止三季度末共持有1600.5万股，持股市值约12.42亿美元，为其第三大重仓。小幅增持阿里、拼多多，目前两家公司分别为其第4、第6大持仓。</p>\n<p>高瓴持有的89家公司中，从数量来看中概股占比超过30%，从持有市值来看，中概股占比超过60%。</p>\n<p><b>包括百济神州、京东、爱奇艺、阿里巴巴、拼多多、泰邦生物在内，高瓴一直长期重仓持有。</b></p>\n<p>今年4月份高瓴创始人张磊在于<a href=\"https://laohu8.com/S/BX\">黑石</a>集团董事长苏世民对话提到，<b>“最好的投资机会就在中国,就在当下,现在就是重仓中国最好的机会。”</b></p>\n<p><b>清仓特斯拉、唯品会</b></p>\n<p><b>减持Zoom、爱奇艺、哔哩哔哩、<a href=\"https://laohu8.com/S/ZTO\">中通快递</a>、台积电</b></p>\n<p>从数据来看，高瓴在本季度亦有不少减持动作。</p>\n<p>其中，减持Zoom184万股，目前共持有501.2万股，依旧为其第一大重仓。</p>\n<p><img src=\"https://static.tigerbbs.com/307828472821d88def3b9736503b1c27\" tg-width=\"1080\" tg-height=\"485\"></p>\n<p>值得一提的是，ZOOM于2018年IPO，而高瓴在2014年便投资了ZOOM，成为其重要投资人，并在后续几轮融资中持续加码。</p>\n<p>由于新冠肺炎的发展，引爆了投资者对在线公司的追捧。Zoom的股价在今年迎来了一轮波澜壮阔的上涨，截止今年9月30日，今年以来涨幅超过590%。</p>\n<p>本季度高瓴资本<b>还减少了对爱奇艺、哔哩哔哩的持仓，同时大幅减持了教育板块个股好未来。</b></p>\n<p>小幅减持中通快递8.8万股，目前共持有334.55万股，持股市值1亿美元左右；大幅减持<a href=\"https://laohu8.com/S/TSM\">台积电</a>70万股，目前共持有40.05万股，持股市值3246.8万美元。</p>\n<p>此外，清仓了<b>特斯拉、唯品会、Line、再鼎医药、兆言网络这5只个股。</b></p>\n<p>数据显示，<b>高瓴资本是在2019年二季度时新进买入特斯拉66.83万股，彼时特斯拉的股价一度跌至历史新低，高瓴可以算是成功抄底。</b></p>\n<p>去年四季度清仓特斯拉后，今年一季度重新买入13.04万股，持股市值6832万美元。二季度对特斯拉持仓维持13.04万股不变，持股市值却翻了一倍以上。</p>\n<p><b>高瓴系A股继续持有格力、海螺、爱尔</b></p>\n<p><b>新进上海机电、恩捷股份</b></p>\n<p><img src=\"https://static.tigerbbs.com/ad70972e45f64bdc33cf3350ade8b7f2\" tg-width=\"965\" tg-height=\"429\"></p>\n<p>数据来源：wind，涨跌幅截至2020年11月13日</p>\n<p>上市公司2020年三季报显示，A股市场上，高瓴旗下百亿级证券私募礼仁投资今年三季度新进个股<b><a href=\"https://laohu8.com/S/600835\">上海机电</a></b>，持股市值超过4亿；对<b><a href=\"https://laohu8.com/S/600779\">水井坊</a></b>的持仓保持不变，减持并退出了<b><a href=\"https://laohu8.com/S/000858\">五粮液</a></b>的前十大流通股东名单。</p>\n<p>此外，<b>宁德时代</b>日前定增募资总额197亿元，高瓴资本也大手笔参与 。</p>\n<p>今年9月份<b>恩捷股份</b>发布相关报告，高瓴旗下私募机构参与了其定增项目，获配金额近15亿元。</p>\n<p>本季度，高瓴对<b><a href=\"https://laohu8.com/S/02359\">药明康德</a></b>的持仓主体有所变化，9月通过大宗交易对<a href=\"https://laohu8.com/S/603259\">药明康德</a>进行了减持并退出其前十大流通股东名单。此外，旗下HCM基金二期则新进入药明康德的前十大流通股东名单，占流通A股比例1.79%。</p>\n<p>此外，退出了<b><a href=\"https://laohu8.com/S/603882\">金域医学</a></b>的前十大流通股东名单。不过，此番退出其前十大名单也并不意味着其对金域医学有减持，可能是因为其他机构买的更多了。</p>\n<p><b>港股布局的嘉和生物、云顶新耀成功上市</b></p>\n<p><b>蓝月亮IPO获批</b></p>\n<p>高瓴在港股也布局了不少医药股，其中嘉和生物和云顶新耀今年10月份在港股上市，上市首日均有不错涨幅。</p>\n<p>其中嘉和生物主要专注于肿瘤及自身免疫药物的研发及商业化，招股书显示，高瓴资本旗下的HHJH and HM Healthcare持有嘉和生物35.59%的股份，为第一大股东。</p>\n<p>云顶新耀2017年由医药PE康桥资本孵化成立，商业模式以&nbsp;License in 为主，不直接研发药物。今年6月，高瓴创投作为共同领投方参与了云顶新耀C轮融资，10月份上市，在此次上市前，高瓴资本亦作为基石投资者参与了对云顶新耀的认购。</p>\n<p>此外，11月12日，蓝月亮通过港交所上市聆讯，高瓴资本自2010年正式投资蓝月亮，目前是其最大的外部股东，持有10%的股份。</p>\n<p>以下为高瓴三季度美股全部持仓表：</p>\n<p><img src=\"https://static.tigerbbs.com/c99d547ae1916e7c1ce5ad6e410a01f4\" tg-width=\"834\" tg-height=\"1364\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6fc8476292335b39386ccccae3fc4975","relate_stocks":{"NIO":"蔚来","ZM":"Zoom"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192091545","content_text":"北京时间11月17日，高瓴在美国证券交易委员会（SEC）公布了2020年第三季度末的美股持仓情况。数据显示，高瓴在美股市场持有89家公司的股票，总市值为132亿美元，合计约人民币874.17亿人民币。\n其中，以生物医疗、互联网、硬科技为主要布局领域，中概股依然占据强势地位。\n在高瓴资本的美股持仓中，前十大重仓股分别是：ZOOM、百济神州、京东、阿里巴巴、爱奇艺、拼多多、UBER、泰邦生物、好未来、贝壳。\n\n前十大重仓股合计持仓96.55亿美元，约639.61亿人民币。占到全部持仓市值的73.10%。\n与二季度末时持有74家公司，109.4亿美元，约760.38亿人民币市值相比，本季度持股市值和持股数据都有所增加。\n其中，新进了包括贝壳、Zillowgroup（美国房地产信息查询网站）、Snowflake、小鹏汽车、蔚来、理想汽车在内的约20只个股。同时，增加了对阿里巴巴、拼多多、京东等11家公司的持仓。\n特别是对蔚来，此前有媒体报道，高瓴在2019年四季度清仓蔚来。但据透露，高瓴实际上是将对蔚来的投资转为了更为稳妥的可转债持有，SEC数据显示，近两年蔚来进行了多次可转债和增发融资。\n2019年1月份，在蔚来股价一路暴跌之前，高瓴就购入了蔚来可转债。今年新能源概念走强，高瓴又通过二级市场“加仓”蔚来股票，也享受到了这波行情。\n此外，减持了包括Zoom、爱奇艺、好未来、哔哩哔哩等在内的12只个股，清仓了特斯拉、唯品会、Line、再鼎医药、兆言网络。\n深入布局生命健康领域\n组合中个股超一半是医药企业\n在高瓴的持仓组合中，生物科技、医疗制药企业一直都是重点。\n美股组合的89只个股中，生命健康领域的企业达到了47席。其中，本季度新进的约20家企业中，有10家都是生物制药领域的企业。\n进一步看，高瓴在三季度强化了对细分生命健康领域的投资，在增持与新进的公司中，对数字细胞、罕见病、肌肉疾病等细分领域的投资持续加大。\n资料显示，高瓴在生物医药、医疗器械、医疗服务、医药零售等领域累计投资了200多家企业，其中中国企业超过100家。总投资金额超过1500亿元人民币。\n今年9月1日，高瓴张磊在活动中表示，“我们是坚定地重仓大健康大医疗行业。”\n而且，在行业的各个子领域都有涉足，比如CRO的泰格医药，CDMO的凯莱英等等，“这形成了一个很好的生态，所以说整个生态的发展远远不只是一个单点突破所能带来的繁荣。”\n张磊将现阶段的生命科学、生物技术形容为是“到了寒武纪阶段，就是生命大爆发阶段，各种各样的物种全部出现。”\n对于医药股的投资，借用张磊的原话，“一定要有长期主义的心态”。\n“像百济神州，也是咱们最早从美国回来在香港上市的的公司。我们从第一轮投资时它的估值可能还不到1亿美元，现在已经是200多亿美元估值的公司。但到今天也不赚钱，我们连续投资了8轮，这家公司到前三四轮的时候还没有什么收入，这就是说明你没有长期主业的信念，是不可能做好生命科学的投资的。”（全文点此查看）\n数据来看，百济神州多个季度位列其前五大重仓股，在三季度持仓数据中，百济神州的持有市值15.67亿，排在第2位。\n加码新能源\n蔚来、小鹏汽车、理想汽车\n三季度数据显示，高瓴持有蔚来241万股，此前披露的股票组合显示，曾在2019年四季度清仓蔚来。\n但据透露，高瓴实际上是将对蔚来的投资转为了可转债持有，SEC数据显示，近两年蔚来进行了多次可转债和增发融资。\n2019年1月份，在蔚来股价一路暴跌之前，高瓴就购入了蔚来可转债。今年新能源概念走强，高瓴又通过二级市场“加仓”蔚来股票，也享受到了这波行情。\n此外，在新能源车行业，高瓴此前投资的小鹏汽车和理想汽车，今年都完成了美股上市，三季度数据显示，高瓴持有小鹏汽车90多万股和理想汽车160多万股。\n其中小鹏汽车是高瓴一级市场投资项目，高瓴实际持有的股份比例当高于此次披露数据。\n值得一提的是，高瓴非常关注整个新能源行业，在A股还投资了宁德时代和恩捷股份等龙头，不仅布局新造车，对造车行业上游比如新能源电池、芯片、新材料等产业链上的机会同样非常关注。\n布局新基建、硬科技\n大幅加仓万国数据、新进Snowflake\n三季度，高瓴大幅增持万国数据307.69万股，截至三季度末共持有314.36万股，持股市值约2.57亿美元，为其本季度第12大重仓。\n万国数据是中国领先的高性能数据中心开发商和运营商。\n资料显示，高瓴在6月参与了万国数据的定向增发，认购4亿美元股份。而今年11月初，万国数据在香港二次上市，高瓴也追加了投资。\n目前万国数据在香港联交所市值超过千亿港币。这也被认为是高瓴加码新基建投资的明显信号。\n此外，高瓴三季度还新进了云计算明星公司Snowflake，同时还增持了Salesforce，显示高瓴对硬科技和企业服务领域持续看好。值得一提的是，本季度巴菲特的伯克希尔也对Snowflake大手笔买入。\n新进贝壳\n增持阿里、拼多多、京东\n中概股持续占据重要地位\n三季度数据显示，中概股依旧是高瓴最重要的投资布局，包括今年上市的贝壳、天境生物等高瓴一级市场投资的项目也出现在高瓴三季度持仓名单上。\n其中持有贝壳500万股，持股市值约3.07亿美元，目前贝壳为其第十大重仓。\n此外，三季度高瓴继续看好中国零售电商，增加了对阿里巴巴、拼多多、京东的投资。\n其中增持京东819.46万股，截止三季度末共持有1600.5万股，持股市值约12.42亿美元，为其第三大重仓。小幅增持阿里、拼多多，目前两家公司分别为其第4、第6大持仓。\n高瓴持有的89家公司中，从数量来看中概股占比超过30%，从持有市值来看，中概股占比超过60%。\n包括百济神州、京东、爱奇艺、阿里巴巴、拼多多、泰邦生物在内，高瓴一直长期重仓持有。\n今年4月份高瓴创始人张磊在于黑石集团董事长苏世民对话提到，“最好的投资机会就在中国,就在当下,现在就是重仓中国最好的机会。”\n清仓特斯拉、唯品会\n减持Zoom、爱奇艺、哔哩哔哩、中通快递、台积电\n从数据来看，高瓴在本季度亦有不少减持动作。\n其中，减持Zoom184万股，目前共持有501.2万股，依旧为其第一大重仓。\n\n值得一提的是，ZOOM于2018年IPO，而高瓴在2014年便投资了ZOOM，成为其重要投资人，并在后续几轮融资中持续加码。\n由于新冠肺炎的发展，引爆了投资者对在线公司的追捧。Zoom的股价在今年迎来了一轮波澜壮阔的上涨，截止今年9月30日，今年以来涨幅超过590%。\n本季度高瓴资本还减少了对爱奇艺、哔哩哔哩的持仓，同时大幅减持了教育板块个股好未来。\n小幅减持中通快递8.8万股，目前共持有334.55万股，持股市值1亿美元左右；大幅减持台积电70万股，目前共持有40.05万股，持股市值3246.8万美元。\n此外，清仓了特斯拉、唯品会、Line、再鼎医药、兆言网络这5只个股。\n数据显示，高瓴资本是在2019年二季度时新进买入特斯拉66.83万股，彼时特斯拉的股价一度跌至历史新低，高瓴可以算是成功抄底。\n去年四季度清仓特斯拉后，今年一季度重新买入13.04万股，持股市值6832万美元。二季度对特斯拉持仓维持13.04万股不变，持股市值却翻了一倍以上。\n高瓴系A股继续持有格力、海螺、爱尔\n新进上海机电、恩捷股份\n\n数据来源：wind，涨跌幅截至2020年11月13日\n上市公司2020年三季报显示，A股市场上，高瓴旗下百亿级证券私募礼仁投资今年三季度新进个股上海机电，持股市值超过4亿；对水井坊的持仓保持不变，减持并退出了五粮液的前十大流通股东名单。\n此外，宁德时代日前定增募资总额197亿元，高瓴资本也大手笔参与 。\n今年9月份恩捷股份发布相关报告，高瓴旗下私募机构参与了其定增项目，获配金额近15亿元。\n本季度，高瓴对药明康德的持仓主体有所变化，9月通过大宗交易对药明康德进行了减持并退出其前十大流通股东名单。此外，旗下HCM基金二期则新进入药明康德的前十大流通股东名单，占流通A股比例1.79%。\n此外，退出了金域医学的前十大流通股东名单。不过，此番退出其前十大名单也并不意味着其对金域医学有减持，可能是因为其他机构买的更多了。\n港股布局的嘉和生物、云顶新耀成功上市\n蓝月亮IPO获批\n高瓴在港股也布局了不少医药股，其中嘉和生物和云顶新耀今年10月份在港股上市，上市首日均有不错涨幅。\n其中嘉和生物主要专注于肿瘤及自身免疫药物的研发及商业化，招股书显示，高瓴资本旗下的HHJH and HM Healthcare持有嘉和生物35.59%的股份，为第一大股东。\n云顶新耀2017年由医药PE康桥资本孵化成立，商业模式以 License in 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20:29","market":"us","language":"zh","title":"蔚来、小鹏公布1月销量，环比增速断崖式下跌，隐忧浮出水面！","url":"https://stock-news.laohu8.com/highlight/detail?id=2108385487","media":"新能源汽车说","summary":"同一天，小鹏汽车公布销量数据，1月总交付量为6015辆，同比增长470%，连续7个月同比翻番。和蔚来类似，2020年，小鹏销量同样一路高歌猛进，1月销量只有1055辆，12月销量达到6015辆，12个月平均环比增幅更是高达19.5%，但在2021年1月销售旺季，环比增幅却仅为5.52%，同样出现断崖式下跌。从蔚来、小鹏1月销量看，2021年预计将迈入10万辆产能级别，而到了这个级别，再想进一步发展，高环比增速基本已经成为不可能。","content":"<html><body><article><p>2月1日，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车抢先发布了今年的第一份销量战报。今年1月，蔚来汽车共交付新车7225辆，同比增长352.1%，连续第六个月创品牌单月交付数新高。其中全新蔚来ES8在1月交付1660辆，ES6交付2720辆，EC6交付2845辆。</p><p>同一天，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>公布销量数据，1月总交付量为6015辆，同比增长470%，连续7个月同比翻番。其中，小鹏P7单月交付3710辆，交付量连续三个月保持增长。自2020年7月实现大规模交付以来，小鹏P7已累计交付18772辆；小鹏G3单月交付量2305辆，同比增长118%。</p><p>2020年，伴随着汽车销量高速增长，蔚来、小鹏的市值也出现不断暴涨，其逻辑是高增长率预期，然而，随着一月销量公布，隐忧也开始出现。</p><p>环比增幅大幅下降</p><p>2020年，蔚来销量一路高歌猛进，1月销量只有1595辆，12月销量达到7225辆，12个月平均环比增幅高达16%，但在2021年1月销售旺季，环比增幅却仅为3.11%，出现断崖式下跌。</p><p>和蔚来类似，2020年，小鹏销量同样一路高歌猛进，1月销量只有1055辆，12月销量达到6015辆，12个月平均环比增幅更是高达19.5%，但在2021年1月销售旺季，环比增幅却仅为5.52%，同样出现断崖式下跌。</p><p>高估值建立在高增速之上，以2020年蔚来16.5%、小鹏19.5%的月环比平均增速，的确当得起高估值，不过，当环比增速很快出现断崖式下跌时，很可能会失去了高估值的基础。</p><p>增长瓶颈也许已经到来</p><p>新兴汽车厂家量产难，可是一旦实现量产，必然有一个高速增长期，但是很快会碰到瓶颈，从蔚来、小鹏1月份断崖式下跌的环比增速看，这个瓶颈或许已经到来。从蔚来、小鹏1月销量看，2021年预计将迈入10万辆产能级别，而到了这个级别，再想进一步发展，高环比增速基本已经成为不可能。</p><p>质量问题是一道难以回避的坎</p><p>据统计，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>2020年在中国销售汽车137459辆，然而当年召回数量就高达52495辆，召回比例高达38.2%；量产两年的小鹏汽车累计销量4.4万辆，前几日召回13399辆，累计召回比例高达30.5%；量产刚过一年的<a href=\"https://laohu8.com/S/LI\">理想汽车</a>累计销量3.3万辆，当年召回10469辆，累计召回比例高达31.7%.</p><p>数字触目惊心，却也在意料之中，毕竟，汽车是一个极为注重积累制造经验的行业，不说百年经验，起码也要累计十年左右量产经验，才有可能造出相对比较靠谱的汽车。</p><p>蔚来、理想、小鹏等新势力企业，包括特斯拉在内，量产制造经验极度欠缺，汽车设计也会出现各种各样考虑不到的问题，一部分已经爆发，还有更多的问题可能很快会爆发。</p><p>写在最后：</p><p>近几年，大量拥有强大传媒力量的资本涌入汽车市场，催生了一大批造车新势力，共同的特点是高端化、智能化，对一大批消费者成功洗脑，以至于很多人忘记传统车企才是汽车市场的中坚力量，忘记汽车的安全性、稳定性才是头等大事。</p></article></body></html>","source":"tencent","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>蔚来、小鹏公布1月销量，环比增速断崖式下跌，隐忧浮出水面！</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蔚来、小鹏公布1月销量，环比增速断崖式下跌，隐忧浮出水面！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-02 20:29 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102022038337dc79470&s=b><strong>新能源汽车说</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月1日，蔚来汽车抢先发布了今年的第一份销量战报。今年1月，蔚来汽车共交付新车7225辆，同比增长352.1%，连续第六个月创品牌单月交付数新高。其中全新蔚来ES8在1月交付1660辆，ES6交付2720辆，EC6交付2845辆。同一天，小鹏汽车公布销量数据，1月总交付量为6015辆，同比增长470%，连续7个月同比翻番。其中，小鹏P7单月交付3710辆，交付量连续三个月保持增长。自2020年7月...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102022038337dc79470&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"XPEV":"小鹏汽车","NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102022038337dc79470&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2108385487","content_text":"2月1日，蔚来汽车抢先发布了今年的第一份销量战报。今年1月，蔚来汽车共交付新车7225辆，同比增长352.1%，连续第六个月创品牌单月交付数新高。其中全新蔚来ES8在1月交付1660辆，ES6交付2720辆，EC6交付2845辆。同一天，小鹏汽车公布销量数据，1月总交付量为6015辆，同比增长470%，连续7个月同比翻番。其中，小鹏P7单月交付3710辆，交付量连续三个月保持增长。自2020年7月实现大规模交付以来，小鹏P7已累计交付18772辆；小鹏G3单月交付量2305辆，同比增长118%。2020年，伴随着汽车销量高速增长，蔚来、小鹏的市值也出现不断暴涨，其逻辑是高增长率预期，然而，随着一月销量公布，隐忧也开始出现。环比增幅大幅下降2020年，蔚来销量一路高歌猛进，1月销量只有1595辆，12月销量达到7225辆，12个月平均环比增幅高达16%，但在2021年1月销售旺季，环比增幅却仅为3.11%，出现断崖式下跌。和蔚来类似，2020年，小鹏销量同样一路高歌猛进，1月销量只有1055辆，12月销量达到6015辆，12个月平均环比增幅更是高达19.5%，但在2021年1月销售旺季，环比增幅却仅为5.52%，同样出现断崖式下跌。高估值建立在高增速之上，以2020年蔚来16.5%、小鹏19.5%的月环比平均增速，的确当得起高估值，不过，当环比增速很快出现断崖式下跌时，很可能会失去了高估值的基础。增长瓶颈也许已经到来新兴汽车厂家量产难，可是一旦实现量产，必然有一个高速增长期，但是很快会碰到瓶颈，从蔚来、小鹏1月份断崖式下跌的环比增速看，这个瓶颈或许已经到来。从蔚来、小鹏1月销量看，2021年预计将迈入10万辆产能级别，而到了这个级别，再想进一步发展，高环比增速基本已经成为不可能。质量问题是一道难以回避的坎据统计，特斯拉2020年在中国销售汽车137459辆，然而当年召回数量就高达52495辆，召回比例高达38.2%；量产两年的小鹏汽车累计销量4.4万辆，前几日召回13399辆，累计召回比例高达30.5%；量产刚过一年的理想汽车累计销量3.3万辆，当年召回10469辆，累计召回比例高达31.7%.数字触目惊心，却也在意料之中，毕竟，汽车是一个极为注重积累制造经验的行业，不说百年经验，起码也要累计十年左右量产经验，才有可能造出相对比较靠谱的汽车。蔚来、理想、小鹏等新势力企业，包括特斯拉在内，量产制造经验极度欠缺，汽车设计也会出现各种各样考虑不到的问题，一部分已经爆发，还有更多的问题可能很快会爆发。写在最后：近几年，大量拥有强大传媒力量的资本涌入汽车市场，催生了一大批造车新势力，共同的特点是高端化、智能化，对一大批消费者成功洗脑，以至于很多人忘记传统车企才是汽车市场的中坚力量，忘记汽车的安全性、稳定性才是头等大事。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":942884321,"gmtCreate":1596118477263,"gmtModify":1704211168966,"author":{"id":"3536232062668489","authorId":"3536232062668489","name":"全都是我的苹果","avatar":"https://static.tigerbbs.com/14e2d84ccc30a9516778ef4f28ab5bfe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3536232062668489","authorIdStr":"3536232062668489"},"themes":[],"htmlText":"<a 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