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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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因为你是8.05的成本吗[笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":959101792,"gmtCreate":1589809006116,"gmtModify":1704190678446,"author":{"id":"3547154102145240","authorId":"3547154102145240","name":"虎小小白","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547154102145240","authorIdStr":"3547154102145240"},"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/959101792","repostId":"959334931","repostType":1,"repost":{"id":959334931,"gmtCreate":1589790346315,"gmtModify":1704190575352,"author":{"id":"58341441844653","authorId":"58341441844653","name":"孟浩","avatar":"https://static.tigerbbs.com/d3af5b59c3e4676ee72cb6e0fea0279b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"58341441844653","authorIdStr":"58341441844653"},"themes":[],"title":"桥水Q1除了加仓蔚来和拼多多之外，还买了什么？","htmlText":"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<a 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","listText":"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<a 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