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虎小小白
2020-07-02
$蔚来(NIO)$
有没有一路走过来的兄弟
虎小小白
2020-07-02
$蔚来(NIO)$
坚定拿到16.1,今年有没有戏啊!
虎小小白
2020-07-13
$蔚来(NIO)$
我还是太年轻啊
虎小小白
2020-04-20
$亚马逊(AMZN)$
模拟的涨了,实操的不涨
虎小小白
2020-05-18
这篇文章不错,转发给大家看
@孟浩:桥水Q1除了加仓蔚来和拼多多之外,还买了什么?
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 的同时,减仓了7.2万股<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 以及3.3万股<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 。这背后的逻辑:其实特卖、拼购行业比较特殊的点是在经济增速放缓时反而更景气。根据国际购物中心协会的数据每一次经济下行,对于折扣零售业来说都是一次巨大的机会。桥水在加仓拼多多的同时,建仓了5.2万股美国特卖网站The TJX Companies Inc 桥水连续多季度加仓<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 桥水自去年3季度建仓<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 之后,连续3个季度加仓蔚来,1季度加仓了3.8万股<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>,目前持有7.5万股蔚来。蔚来股价较2019年3季度低点1.19,大涨237%。近期更是好消息频传,3,4月交车量超预期,大定数量增加迅速,更是拿到了合肥的战投。 桥水继续加仓","text":"桥水Q1除了加仓蔚来和拼多多之外,中概股中还买卖了什么?继巴菲特之后,又一机构抛售银行股,银行股还能不能买?新兴市场ETF发生了什么?一文带你了解桥水的最新动向。 桥水基金向美国证监会(SEC)提交了2020年一季度的持仓报告。该报告显示,桥水一季度共清仓了251只股票、减仓的股票数量也达到191只,市值更是近乎腰斩。 桥水对于中概的投资 桥水看好拼多多,减持阿里京东 相比于之前对于中概电商股的“雨露均沾”,桥水这回在加仓1.28万股$拼多多(PDD)$ 的同时,减仓了7.2万股$京东(JD)$ 以及3.3万股$阿里巴巴(BABA)$ 。这背后的逻辑:其实特卖、拼购行业比较特殊的点是在经济增速放缓时反而更景气。根据国际购物中心协会的数据每一次经济下行,对于折扣零售业来说都是一次巨大的机会。桥水在加仓拼多多的同时,建仓了5.2万股美国特卖网站The TJX Companies Inc 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