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Hermy9993300
2023-02-17
煤价今年会下跌吗？
抱歉，原内容已删除
Hermy9993300
2021-11-11
为什么开始看好教育了哦
高盛三季度持仓：大幅增持新东方、好未来，减持滴滴、爱奇艺
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08:56","market":"us","language":"zh","title":"高盛三季度持仓：大幅增持新东方、好未来，减持滴滴、爱奇艺","url":"https://stock-news.laohu8.com/highlight/detail?id=1135489260","media":"金十数据","summary":"高盛看好中概教育股。\n高盛三季度13F文件显示，该行第三季度大幅增持新东方、好未来、阿里巴巴、贝壳等中概股，其中新东方和好未来增持幅度分别达352%和738%。\n\n同样是中概股，高盛减持了爱奇艺、高途","content":"<p><a href=\"https://laohu8.com/S/GS\">高盛</a>看好中概教育股。</p>\n<p><a href=\"https://laohu8.com/S/GS\">高盛</a>三季度13F文件显示，该行第三季度大幅增持<a href=\"https://laohu8.com/S/EDU\">新东方</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>等中概股，其中<a href=\"https://laohu8.com/S/EDU\">新东方</a>和<a href=\"https://laohu8.com/S/TAL\">好未来</a>增持幅度分别达352%和738%。</p>\n<p><img src=\"https://static.tigerbbs.com/bba2c779191b13b8e5ad54600140146b\" tg-width=\"829\" tg-height=\"90\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/77fe1f7869ffe41dac518bffc1976663\" tg-width=\"830\" tg-height=\"89\" referrerpolicy=\"no-referrer\"></p>\n<p>同样是中概股，高盛减持了<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、<a href=\"https://laohu8.com/S/GOTU\">高途</a>、<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车等，其中滴滴和<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>的减持幅度分别达76%和42%。</p>\n<p><img src=\"https://static.tigerbbs.com/ed7c40103bea8b0df1b468940b143ab2\" tg-width=\"830\" tg-height=\"89\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/c0dc4905b1b2c166f98a8d69259f7af4\" tg-width=\"830\" tg-height=\"72\" referrerpolicy=\"no-referrer\"></p>\n<p>截至第三季度，高盛前五大持仓分别为<a href=\"https://laohu8.com/S/SPY\">标普500ETF</a>-SPDR、SPY看跌期权、微软、苹果和<a href=\"https://laohu8.com/S/IWM\">罗素2000指数ETF</a>。</p>\n<p><img src=\"https://static.tigerbbs.com/5c980fcfda21509d0fe1206fb5ca2828\" tg-width=\"829\" tg-height=\"358\" 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}\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高盛三季度持仓：大幅增持新东方、好未来，减持滴滴、爱奇艺\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-11 08:56 北京时间 <a href=https://xnews.jin10.com/details/85588><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛看好中概教育股。\n高盛三季度13F文件显示，该行第三季度大幅增持新东方、好未来、阿里巴巴、贝壳等中概股，其中新东方和好未来增持幅度分别达352%和738%。\n\n同样是中概股，高盛减持了爱奇艺、高途、滴滴、蔚来汽车等，其中滴滴和爱奇艺的减持幅度分别达76%和42%。\n\n截至第三季度，高盛前五大持仓分别为标普500ETF-SPDR、SPY看跌期权、微软、苹果和罗素2000指数ETF。\n\n截至三季度...</p>\n\n<a href=\"https://xnews.jin10.com/details/85588\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1b3684302211042d481cacf9066fbcca","relate_stocks":{"TAL":"好未来","IQ":"爱奇艺","EDU":"新东方","DIDI":"滴滴(已退市)","09901":"新东方-S","GS":"高盛"},"source_url":"https://xnews.jin10.com/details/85588","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135489260","content_text":"高盛看好中概教育股。\n高盛三季度13F文件显示，该行第三季度大幅增持新东方、好未来、阿里巴巴、贝壳等中概股，其中新东方和好未来增持幅度分别达352%和738%。\n\n同样是中概股，高盛减持了爱奇艺、高途、滴滴、蔚来汽车等，其中滴滴和爱奇艺的减持幅度分别达76%和42%。\n\n截至第三季度，高盛前五大持仓分别为标普500ETF-SPDR、SPY看跌期权、微软、苹果和罗素2000指数ETF。\n\n截至三季度末，高盛持仓总市值达4730.5亿美元，此前为4463.9亿美元。三季度建仓635只股票，增持了2723只股票，减持了2261只股票，清仓609只股票，前十大持仓股票市值占总持仓的18.81%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":870824558,"gmtCreate":1636603296969,"gmtModify":1636603296969,"author":{"id":"3576556989974985","authorId":"3576556989974985","authorIdStr":"3576556989974985","name":"Hermy9993300","avatar":"https://static.tigerbbs.com/158756e9161509178b8a1356b9293aae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"为什么开始看好教育了哦","listText":"为什么开始看好教育了哦","text":"为什么开始看好教育了哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870824558","repostId":"1135489260","repostType":2,"repost":{"id":"1135489260","pubTimestamp":1636592204,"share":"https://www.laohu8.com/m/news/1135489260?lang=&edition=full","pubTime":"2021-11-11 08:56","market":"us","language":"zh","title":"高盛三季度持仓：大幅增持新东方、好未来，减持滴滴、爱奇艺","url":"https://stock-news.laohu8.com/highlight/detail?id=1135489260","media":"金十数据","summary":"高盛看好中概教育股。\n高盛三季度13F文件显示，该行第三季度大幅增持新东方、好未来、阿里巴巴、贝壳等中概股，其中新东方和好未来增持幅度分别达352%和738%。\n\n同样是中概股，高盛减持了爱奇艺、高途","content":"<p><a href=\"https://laohu8.com/S/GS\">高盛</a>看好中概教育股。</p>\n<p><a href=\"https://laohu8.com/S/GS\">高盛</a>三季度13F文件显示，该行第三季度大幅增持<a href=\"https://laohu8.com/S/EDU\">新东方</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>等中概股，其中<a href=\"https://laohu8.com/S/EDU\">新东方</a>和<a href=\"https://laohu8.com/S/TAL\">好未来</a>增持幅度分别达352%和738%。</p>\n<p><img src=\"https://static.tigerbbs.com/bba2c779191b13b8e5ad54600140146b\" tg-width=\"829\" tg-height=\"90\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/77fe1f7869ffe41dac518bffc1976663\" tg-width=\"830\" tg-height=\"89\" referrerpolicy=\"no-referrer\"></p>\n<p>同样是中概股，高盛减持了<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、<a href=\"https://laohu8.com/S/GOTU\">高途</a>、<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车等，其中滴滴和<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>的减持幅度分别达76%和42%。</p>\n<p><img src=\"https://static.tigerbbs.com/ed7c40103bea8b0df1b468940b143ab2\" tg-width=\"830\" tg-height=\"89\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/c0dc4905b1b2c166f98a8d69259f7af4\" tg-width=\"830\" tg-height=\"72\" referrerpolicy=\"no-referrer\"></p>\n<p>截至第三季度，高盛前五大持仓分别为<a href=\"https://laohu8.com/S/SPY\">标普500ETF</a>-SPDR、SPY看跌期权、微软、苹果和<a href=\"https://laohu8.com/S/IWM\">罗素2000指数ETF</a>。</p>\n<p><img src=\"https://static.tigerbbs.com/5c980fcfda21509d0fe1206fb5ca2828\" tg-width=\"829\" tg-height=\"358\" referrerpolicy=\"no-referrer\"></p>\n<p>截至三季度末，高盛持仓总市值达4730.5亿美元，此前为4463.9亿美元。三季度建仓635只股票，增持了2723只股票，减持了2261只股票，清仓609只股票，前十大持仓股票市值占总持仓的18.81%。</p>\n<p><img src=\"https://static.tigerbbs.com/01fb5f9ce0e91ead0298125fc3db1a30\" tg-width=\"582\" tg-height=\"505\" referrerpolicy=\"no-referrer\"></p>","source":"jssj","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>高盛三季度持仓：大幅增持新东方、好未来，减持滴滴、爱奇艺</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高盛三季度持仓：大幅增持新东方、好未来，减持滴滴、爱奇艺\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-11 08:56 北京时间 <a href=https://xnews.jin10.com/details/85588><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛看好中概教育股。\n高盛三季度13F文件显示，该行第三季度大幅增持新东方、好未来、阿里巴巴、贝壳等中概股，其中新东方和好未来增持幅度分别达352%和738%。\n\n同样是中概股，高盛减持了爱奇艺、高途、滴滴、蔚来汽车等，其中滴滴和爱奇艺的减持幅度分别达76%和42%。\n\n截至第三季度，高盛前五大持仓分别为标普500ETF-SPDR、SPY看跌期权、微软、苹果和罗素2000指数ETF。\n\n截至三季度...</p>\n\n<a href=\"https://xnews.jin10.com/details/85588\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1b3684302211042d481cacf9066fbcca","relate_stocks":{"TAL":"好未来","IQ":"爱奇艺","EDU":"新东方","DIDI":"滴滴(已退市)","09901":"新东方-S","GS":"高盛"},"source_url":"https://xnews.jin10.com/details/85588","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135489260","content_text":"高盛看好中概教育股。\n高盛三季度13F文件显示，该行第三季度大幅增持新东方、好未来、阿里巴巴、贝壳等中概股，其中新东方和好未来增持幅度分别达352%和738%。\n\n同样是中概股，高盛减持了爱奇艺、高途、滴滴、蔚来汽车等，其中滴滴和爱奇艺的减持幅度分别达76%和42%。\n\n截至第三季度，高盛前五大持仓分别为标普500ETF-SPDR、SPY看跌期权、微软、苹果和罗素2000指数ETF。\n\n截至三季度末，高盛持仓总市值达4730.5亿美元，此前为4463.9亿美元。三季度建仓635只股票，增持了2723只股票，减持了2261只股票，清仓609只股票，前十大持仓股票市值占总持仓的18.81%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625543864,"gmtCreate":1676603752658,"gmtModify":1676603921589,"author":{"id":"3576556989974985","authorId":"3576556989974985","authorIdStr":"3576556989974985","name":"Hermy9993300","avatar":"https://static.tigerbbs.com/158756e9161509178b8a1356b9293aae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"煤价今年会下跌吗？","listText":"煤价今年会下跌吗？","text":"煤价今年会下跌吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625543864","repostId":"2312942929","repostType":4,"repost":{"id":"2312942929","pubTimestamp":1676595823,"share":"https://www.laohu8.com/m/news/2312942929?lang=&edition=full","pubTime":"2023-02-17 09:03","market":"sh","language":"zh","title":"王亚伟“赴美抄底”曝光：挖当地的煤，炼当地的钢","url":"https://stock-news.laohu8.com/highlight/detail?id=2312942929","media":"华尔街见闻","summary":"美股投资重现江湖","content":"<html><head></head><body><blockquote>美股投资重现江湖</blockquote><p>公募业曾经的大佬、“基金一哥”王亚伟，在A股市场上已经低调多年。</p><p>谁又能想到，他在美股投资上却“开花结果”。</p><p>根据最新的美国SEC公告，王亚伟旗下的对冲基金金TOP ACE AM,最新在美股大举出击，重仓出击海外的钢铁和煤炭股，此外亦涉足虚拟币类公司投资。</p><p>这样的投资手笔，不仅刷新了业内对王亚伟的“预期”，亦让外界对“雾里看花”的王亚伟私募生涯兴趣顿生。</p><p>一哥虽已不在公募的“江湖”，但隔岸却传来的哥的“传说”。</p><p><b>早有布局</b></p><p>王亚伟近年的声量格外低沉，让人误以为他和他的千合投资已不复当年盛勇。</p><p>但其实，他在投资上的布局和用心相当深远。</p><p>早在2012年，王亚伟的“奔私元年”，他就同时在香港了成立对冲基金TOP ACE ASSET MANAGEMENT。</p><p>当时就有人指出，王亚伟对离岸投资“雄心勃勃”，TOP ACE的寓意是“顶级王牌”。</p><p>然而，王亚伟“亮牌”的次数极少，上一次这家对冲基金曝光投资是2016年，其时，老王的前几大重仓股有多只新能源股！</p><p><b>这份投资嗅觉，如今回看令人咋舌。</b></p><p><b>海外投资近十亿</b></p><p>自2016年后，王亚伟的海外投资就不见“踪迹”，再次现身已是六年后。</p><p>日前，王亚伟再次现身美国市场，瞄准的却是一批“旧资产”。</p><p>根据相关公告，TOP ACE日前披露了去年末的持仓明细。披露文件显示：<b>TOP ACE资管最新美股持仓市值达到1.36亿美元，接近十亿人民币。</b></p><p>这家对冲基金持有40只美国股票，位列前十大持仓的股票总市值占总持仓市值的68%，集中度较高。<img src=\"https://static.tigerbbs.com/b0f6a89e705f7bf410cec681ea2cadda\" tg-width=\"865\" tg-height=\"398\" referrerpolicy=\"no-referrer\"/></p><p><b>出击“旧资产”</b></p><p>具体来看，TOP ACE资管公司的前六大权重股，均为钢铁和煤炭股。</p><p>显然，王亚伟铁了心要在海外“抄底”黑色金属和矿石资源。</p><p>具体来看，王亚伟的布局如下：</p><p>头号重仓股是<b>ALPHA METALLURGICAL RESOURCE</b>，拥有多个美国当地的大型煤矿，主要生产钢铁企业用的焦煤，和发电用的动力煤。该股过去一年股价翻倍，最新市盈率2.16倍。（数据来源第三方，未校对，下同）<img src=\"https://static.tigerbbs.com/ba93268cab29a5619a78e147c572dc0c\" tg-width=\"865\" tg-height=\"370\" referrerpolicy=\"no-referrer\"/>第二大重仓股<b>ARCH RESOURCES</b>，也是一家冶金和炼焦煤生产商，公司号称向全球提供焦煤和动力煤。最新市盈率2.98倍，过去一年涨幅50%。</p><p>第三大重仓股是<b><a href=\"https://laohu8.com/S/X\">美国钢铁</a>公司</b>（<b>UNITED STATES STL CORP</b>），就是那个著名钢铁大王卡内基安德鲁·卡内基创办的公司。最新市盈率3.25倍，过去一年涨幅20%。</p><p>此后的第四~第六大重仓股分别是：</p><p><b>全球钢铁巨头安塞乐米塔尔（ARCELORMITTAL）、</b></p><p><b>全球第三大铝材生产商<a href=\"https://laohu8.com/S/AA\">美国铝业</a>公司（ALCOA CORP）、</b></p><p><b>美澳的重要煤炭公司皮博迪能源公司（PEABODY ENERGY CORP）。</b></p><p>上述公司的共同特点是估值极低，主业鲜明。</p><p><b>顺带布局“新资产”</b></p><p>从第七大重仓股开始，王亚伟的持仓组合开始“放飞”，出现各种投资的方向。</p><p>比如第七大重仓股<b>皮埃蒙特锂矿公司（<a href=\"https://laohu8.com/S/PLL.AU\">Piedmont Lithium</a>）</b>，这是一家澳大利亚矿业公司，主业是开采锂矿。</p><p>第八大重仓股是中概股<b>雾芯科技</b>，电子烟企业，也是王亚伟抄底美股中少见的中概股。</p><p>第九大重仓股美国汽车租赁的龙头公司<b><a href=\"https://laohu8.com/S/CAR\">安飞士</a>百捷（Avis Budget）</b>。</p><p>第十大重仓股是一家<b>加密货币交易所</b>。</p><p><b>在坚定抄底低估值煤矿和钢铁后，王亚伟顺带着在新能源、海外消费、电子烟和虚拟货币里下了注。</b></p><p>此外，尽管王亚伟买入40家美国本土公司，但少见耳熟能详的“大牌公司”，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、脸书、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>并不在持仓中，“仅”有的一家大牌公司是<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>。</p><p><b>海外团队阵容</b></p><p>这批公司是如何投资管理的？</p><p>这想必也是市场高度关心的，资事堂通过公开信息拼凑出王亚伟海外团队的些许情况。</p><p>公开信息显示：TOP ACE在美国披露文件中的签字人为“Siu Wah CHUNG”，即钟兆华，2015年加入TOP ACE资管公司。</p><p>此外团队人员还包括张永康、许柏芝、罗怡雯、邓正行、王亚伟、王家辉、杨俊贤等。</p><p>其中有管理职能的是王亚伟、张永康、钟兆华和杨俊贤。<img src=\"https://static.tigerbbs.com/650c3789e971bf63d6b2efa3c4cd6895\" tg-width=\"865\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>业内的信息还显示，钟兆华或是TOPACE的首席投资官，早期在花旗银行任职过。</p></body></html>","source":"wallstreetcn_api","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>王亚伟“赴美抄底”曝光：挖当地的煤，炼当地的钢</title>\n<style 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}\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王亚伟“赴美抄底”曝光：挖当地的煤，炼当地的钢\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-17 09:03 北京时间 <a href=https://wallstreetcn.com/articles/3682131><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美股投资重现江湖公募业曾经的大佬、“基金一哥”王亚伟，在A股市场上已经低调多年。谁又能想到，他在美股投资上却“开花结果”。根据最新的美国SEC公告，王亚伟旗下的对冲基金金TOP ACE AM,最新在美股大举出击，重仓出击海外的钢铁和煤炭股，此外亦涉足虚拟币类公司投资。这样的投资手笔，不仅刷新了业内对王亚伟的“预期”，亦让外界对“雾里看花”的王亚伟私募生涯兴趣顿生。一哥虽已不在公募的“江湖”，但隔岸...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3682131\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fc971725263c2b592c0a61596e6e30ad","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3682131","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2312942929","content_text":"美股投资重现江湖公募业曾经的大佬、“基金一哥”王亚伟，在A股市场上已经低调多年。谁又能想到，他在美股投资上却“开花结果”。根据最新的美国SEC公告，王亚伟旗下的对冲基金金TOP ACE AM,最新在美股大举出击，重仓出击海外的钢铁和煤炭股，此外亦涉足虚拟币类公司投资。这样的投资手笔，不仅刷新了业内对王亚伟的“预期”，亦让外界对“雾里看花”的王亚伟私募生涯兴趣顿生。一哥虽已不在公募的“江湖”，但隔岸却传来的哥的“传说”。早有布局王亚伟近年的声量格外低沉，让人误以为他和他的千合投资已不复当年盛勇。但其实，他在投资上的布局和用心相当深远。早在2012年，王亚伟的“奔私元年”，他就同时在香港了成立对冲基金TOP ACE ASSET MANAGEMENT。当时就有人指出，王亚伟对离岸投资“雄心勃勃”，TOP ACE的寓意是“顶级王牌”。然而，王亚伟“亮牌”的次数极少，上一次这家对冲基金曝光投资是2016年，其时，老王的前几大重仓股有多只新能源股！这份投资嗅觉，如今回看令人咋舌。海外投资近十亿自2016年后，王亚伟的海外投资就不见“踪迹”，再次现身已是六年后。日前，王亚伟再次现身美国市场，瞄准的却是一批“旧资产”。根据相关公告，TOP ACE日前披露了去年末的持仓明细。披露文件显示：TOP ACE资管最新美股持仓市值达到1.36亿美元，接近十亿人民币。这家对冲基金持有40只美国股票，位列前十大持仓的股票总市值占总持仓市值的68%，集中度较高。出击“旧资产”具体来看，TOP ACE资管公司的前六大权重股，均为钢铁和煤炭股。显然，王亚伟铁了心要在海外“抄底”黑色金属和矿石资源。具体来看，王亚伟的布局如下：头号重仓股是ALPHA METALLURGICAL RESOURCE，拥有多个美国当地的大型煤矿，主要生产钢铁企业用的焦煤，和发电用的动力煤。该股过去一年股价翻倍，最新市盈率2.16倍。（数据来源第三方，未校对，下同）第二大重仓股ARCH RESOURCES，也是一家冶金和炼焦煤生产商，公司号称向全球提供焦煤和动力煤。最新市盈率2.98倍，过去一年涨幅50%。第三大重仓股是美国钢铁公司（UNITED STATES STL CORP），就是那个著名钢铁大王卡内基安德鲁·卡内基创办的公司。最新市盈率3.25倍，过去一年涨幅20%。此后的第四~第六大重仓股分别是：全球钢铁巨头安塞乐米塔尔（ARCELORMITTAL）、全球第三大铝材生产商美国铝业公司（ALCOA CORP）、美澳的重要煤炭公司皮博迪能源公司（PEABODY ENERGY CORP）。上述公司的共同特点是估值极低，主业鲜明。顺带布局“新资产”从第七大重仓股开始，王亚伟的持仓组合开始“放飞”，出现各种投资的方向。比如第七大重仓股皮埃蒙特锂矿公司（Piedmont Lithium），这是一家澳大利亚矿业公司，主业是开采锂矿。第八大重仓股是中概股雾芯科技，电子烟企业，也是王亚伟抄底美股中少见的中概股。第九大重仓股美国汽车租赁的龙头公司安飞士百捷（Avis Budget）。第十大重仓股是一家加密货币交易所。在坚定抄底低估值煤矿和钢铁后，王亚伟顺带着在新能源、海外消费、电子烟和虚拟货币里下了注。此外，尽管王亚伟买入40家美国本土公司，但少见耳熟能详的“大牌公司”，苹果、脸书、亚马逊、微软并不在持仓中，“仅”有的一家大牌公司是特斯拉。海外团队阵容这批公司是如何投资管理的？这想必也是市场高度关心的，资事堂通过公开信息拼凑出王亚伟海外团队的些许情况。公开信息显示：TOP ACE在美国披露文件中的签字人为“Siu Wah CHUNG”，即钟兆华，2015年加入TOP ACE资管公司。此外团队人员还包括张永康、许柏芝、罗怡雯、邓正行、王亚伟、王家辉、杨俊贤等。其中有管理职能的是王亚伟、张永康、钟兆华和杨俊贤。业内的信息还显示，钟兆华或是TOPACE的首席投资官，早期在花旗银行任职过。","news_type":1},"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
