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sth6063771
2021-11-17
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sth6063771
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imam","listText":" imam","text":"imam","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878992693","repostId":"2184886543","repostType":2,"repost":{"id":"2184886543","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1637108870,"share":"https://www.laohu8.com/m/news/2184886543?lang=&edition=full","pubTime":"2021-11-17 08:27","market":"sh","language":"zh","title":"高瓴加大港股布局，释放什么信号？","url":"https://stock-news.laohu8.com/highlight/detail?id=2184886543","media":"券商中国","summary":"高瓴最新美股持仓出炉！具体来看，三季度高瓴进行了较大幅度的调仓。其中，高瓴三季度大举加仓1040万股传奇生物，使其跃升至第二大重仓股，持股数量达到1105万股，持仓市值达到5.59亿美元。随后，SEA的股价一路大涨，高瓴在高位开始减持，直到一季度清仓。2019年上市后，高瓴一路加仓，在2020年一季度直接买成第一大重仓股，随后疫情爆发，Zoom乘势走出了一波十倍股的行情，高瓴更是收获满满。","content":"<p>高瓴最新美股持仓出炉！</p>\n<p>11月16日，美国证券交易委员会（SEC）网站显示，高瓴旗下专注于二级市场投资的基金管理人主体HHLR Advisors公布了2021年三季度美股持仓数据。</p>\n<p>截至三季度末，高瓴美股持仓总市值达76.5亿美元（折合人民币500亿元），较一季度和二季度持仓规模有所缩减。具体来看，三季度高瓴进行了较大幅度的调仓。其中，加仓1040万股<a href=\"https://laohu8.com/S/LEGN\">传奇生物</a>，使其一举成为高瓴第二大重仓股，一级市场投资的On（昂跑）则新晋为第四大重仓股。同时，还清仓了2只长线的“心水股”。</p>\n<p>整体来看，中概股、生命科学、创新经济与科技依旧是高瓴HHLR Advisors二级市场团队的投资主线。尤其是生物制药公司，颇为高瓴偏爱，前三大重仓均为生物制药公司。</p>\n<p>值得注意的是，由于美股连续高涨，HHLR Advisors对美股的仓位进行一定的调仓，并加大港股的布局力度，这逐渐成为国内不少头部私募的配置新逻辑。</p>\n<p><b>大幅加仓传奇生物，前三大重仓均为生物制药</b></p>\n<p>从HHLR Advisors三季度的持仓来看，生命科学领域显然是高瓴极为看好的投资方向。</p>\n<p><img src=\"https://static.tigerbbs.com/f03aa701de2d44348fb288e32349c4f2\" tg-width=\"967\" tg-height=\"821\" referrerpolicy=\"no-referrer\"></p>\n<p>高瓴的前三大重仓均为生物制药公司，分别是<a href=\"https://laohu8.com/S/BGNE\">百济神州</a>、传奇生物、<a href=\"https://laohu8.com/S/IMAB\">天境生物</a>，合计持仓市值高达30.65亿美元（折合人民币195亿），占总市值的40%。</p>\n<p>其中，高瓴三季度大举加仓1040万股传奇生物，使其跃升至第二大重仓股，持股数量达到1105万股，持仓市值达到5.59亿美元。</p>\n<p>资料显示，传奇生物成立于南京，主要从事开发抗原受体T细胞疗法，其母公司是“全球基因合成之王”金斯瑞生物，高瓴此前就有布局。10月19日，传奇生物在其举行的研发日活动上公布了其临床阶段及临床前管线和重点项目，包括11款细胞疗法。</p>\n<p>传奇生物于2020年6月在纳斯达克上市，随后股价震荡下行，整体表现不佳。但今年一季度末开始触底反弹，二季度股价大涨41%，三季度继续上涨23%，年内涨幅更是高达74%，走出了一波牛市行情。</p>\n<p><a href=\"https://laohu8.com/S/06160\">百济神州</a>则已经连续三个季度成为高瓴的第一大重仓股，三季度继续保持重仓不变，持有市值达到19.8亿美元（折合126亿元人民币），今年以来百济神州的股价已经大涨了47.98%，自2016年在美股上市以来，百济神州的股价无一年下跌，从28.97美元一路涨至如今的382.37美元，是一只不折不扣的大牛股，高瓴重仓其中收获颇丰。</p>\n<p>第三大重仓股为天境生物，是一家处于临床阶段的创新生物药公司，主要聚焦于免疫和自身免疫疾病领域创新生物药的早期发现，今年以来天境生物的股价大涨28.93%。</p>\n<p>此外，HHLR Advisors三季度新进的18家公司中，其中有9家为生物科技企业，覆盖精准肿瘤疗法和罕见病治疗等领域。</p>\n<p><b>On昂跑新进为第四大重仓，再度买进SEA和理想</b></p>\n<p>一家来自瑞士的运动品牌On昂跑成为HHLR Advisors“新欢”，三季度跻身高瓴第四大重仓股。</p>\n<p>资料显示，On昂跑成立于2010年，是一个以技术、设计和可持续性为基础的高性能运动品牌，在60多个国家建立了一个充满激情的全球球迷社区，吸引了包括比尔·盖茨、威尔·史密斯、费德勒等一众富豪大佬在内的铁杆粉丝。</p>\n<p>今年9月15日，On昂跑登录纽交所，上市首日大涨45.83%达到35美元，最高冲击至40美元，目前股价在36美元附近，最新市值为112亿美元。</p>\n<p>此外，美国本土外卖公司DoorDash也进入了高瓴十大重仓股，持股市值为2.46亿美元，主要经营一个在线食品订购和食品交付平台，是美国最大的外卖公司。</p>\n<p>三季度，HHLR Advisors又重新买入有着“东南亚小<a href=\"https://laohu8.com/S/00700\">腾讯</a>”称号的SEA。</p>\n<p>2019年一季度，高瓴曾买入1500万股SEA，彼时该股股价在10美元左右。随后，SEA的股价一路大涨，高瓴在高位开始减持，直到一季度清仓。如今，高瓴又重新买回SEA，买入33万股，显然仍看好其成长空间，SEA的最新市值已达到1894亿美元。</p>\n<p>HHLR Advisors三季度还买入了108万股<a href=\"https://laohu8.com/S/LI\">理想汽车</a>，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>仓位则保持在86万股不变。此外，HHLR Advisors还增持<a href=\"https://laohu8.com/S/JD\">京东</a>超108万股至五大重仓股。</p>\n<p><b>清仓“心水股”<a href=\"https://laohu8.com/S/ESGR\">恩斯塔</a>、ZOOM，加大科技投资力度</b></p>\n<p>值得注意的是，有三家公司从HHLR Advisors的十大重仓股中退出，分别是NSTAR、ZOOM和<a href=\"https://laohu8.com/S/ABNB\">爱彼迎</a>。其中，“心水股”恩斯塔和ZOOM被高瓴直接清仓。</p>\n<p>恩斯塔（ENSTAR）多次位列其历史上前十大重仓股组合之中。这是一家收购及管理保险、再保险业务的公司，总部位于百慕达，业务包括财产险、伤亡险和其他非寿险业务，业务范围涉及多个海外国家。</p>\n<p>过去几年，恩斯塔的股价表现十分优异，自2009年以来，该股从60元一路涨至目前232元，今年以来的涨幅为13.23%。</p>\n<p>另一大“心水股”<a href=\"https://laohu8.com/S/ZM\">Zoom</a>则是高瓴近两年的十倍股选手。2019年上市后，高瓴一路加仓，在2020年一季度直接买成第一大重仓股，随后疫情爆发，Zoom乘势走出了一波十倍股的行情，高瓴更是收获满满。</p>\n<p>与此同时，HHLR Advisors加大了科技投资的力度。三季度，继续加仓赛富时，由第十大重仓股升至第六位，还新进<a href=\"https://laohu8.com/S/AMD\">AMD</a>、SEA等6家科技公司。</p>\n<p>最近一个月，AMD的股价大涨超20%，今年以来，AMD的股价大涨了60%。上个月，AMD发布了令市场惊喜的季报，表明疫情推动的电子产品热潮似乎远未结束。AMD还预计四季度销售将会达到45亿美元，同比去年大增39%。</p>\n<p><b>截至三季度末，HHLR Advisors还持有蔚来、小鹏、理想等新能源车，以及<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>、<a href=\"https://laohu8.com/S/TUYA\">涂鸦智能</a>等云计算、物联网领域的公司。</b></p>\n<p>此前高瓴曾公开表示，看<a href=\"https://laohu8.com/S/TAL\">好未来</a>两到五年里科技领域的半导体、前沿科技、新能源、智能硬件等四大细分赛道，并将硬科技称为“历史性的结构性投资窗口期”。根据媒体统计，今年以来，高瓴在A股参与调研的电气设备、半导体设备、电子元件等硬科技领域相关上市公司增至43家，占比近40%。</p>\n<p><b>加大港股投资力度，调仓四大逻辑受关注</b></p>\n<p>值得注意的是，三季度，HHLR Advisors对部分经过高涨，以及受到环境深刻变化影响的行业进行了调仓。此外港股市场投资价值的提升，也在吸引投资者加大布局。</p>\n<p>近期，HHLR Advisors参与了三叶草生物、微创<a href=\"https://laohu8.com/S/300024\">机器人</a>在港股上市的基石投资，此前也连续加仓了诺诚健华。HHLR Advisors在港股市场还持有先建科技、<a href=\"https://laohu8.com/S/00853\">微创医疗</a>等生物科技公司。</p>\n<p>据统计，从2020年至今年11月初，高瓴参与了包括荣昌生物在内的20多个港股市场上的基石投资，大多数为<a href=\"https://laohu8.com/S/688221\">前沿生物</a>科技公司。</p>\n<p><b>此前高瓴二级团队调仓的四大逻辑也受到了市场广泛关注，主要包括：</b></p>\n<p>第一：所投企业估值、或者当时市场点位过高了，已经远超出了企业自身的核心价值，此时会采取卖出和调仓的策略。这种与“追涨杀跌”的操作截然相反，在市场和公司相对高点期间没有继续往里面“添油加火”，其实是一种专业、理性的体现。</p>\n<p>第二：二级投资团队自己的变化。在投资与研究过程中，会不断对自己进行复盘与修正。</p>\n<p>第三：公司和行业的变化。所投的公司与行业出现了新的深刻变化，二级投资团队从而调整策略。</p>\n<p>第四：同时要考虑投资机构的资金周期问题，比如某一期PE基金产品到期了，需要在企业IPO后执行退出策略。</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>高瓴加大港股布局，释放什么信号？</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; 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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高瓴加大港股布局，释放什么信号？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2021-11-17 08:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>高瓴最新美股持仓出炉！</p>\n<p>11月16日，美国证券交易委员会（SEC）网站显示，高瓴旗下专注于二级市场投资的基金管理人主体HHLR Advisors公布了2021年三季度美股持仓数据。</p>\n<p>截至三季度末，高瓴美股持仓总市值达76.5亿美元（折合人民币500亿元），较一季度和二季度持仓规模有所缩减。具体来看，三季度高瓴进行了较大幅度的调仓。其中，加仓1040万股<a href=\"https://laohu8.com/S/LEGN\">传奇生物</a>，使其一举成为高瓴第二大重仓股，一级市场投资的On（昂跑）则新晋为第四大重仓股。同时，还清仓了2只长线的“心水股”。</p>\n<p>整体来看，中概股、生命科学、创新经济与科技依旧是高瓴HHLR Advisors二级市场团队的投资主线。尤其是生物制药公司，颇为高瓴偏爱，前三大重仓均为生物制药公司。</p>\n<p>值得注意的是，由于美股连续高涨，HHLR Advisors对美股的仓位进行一定的调仓，并加大港股的布局力度，这逐渐成为国内不少头部私募的配置新逻辑。</p>\n<p><b>大幅加仓传奇生物，前三大重仓均为生物制药</b></p>\n<p>从HHLR Advisors三季度的持仓来看，生命科学领域显然是高瓴极为看好的投资方向。</p>\n<p><img src=\"https://static.tigerbbs.com/f03aa701de2d44348fb288e32349c4f2\" tg-width=\"967\" tg-height=\"821\" referrerpolicy=\"no-referrer\"></p>\n<p>高瓴的前三大重仓均为生物制药公司，分别是<a href=\"https://laohu8.com/S/BGNE\">百济神州</a>、传奇生物、<a href=\"https://laohu8.com/S/IMAB\">天境生物</a>，合计持仓市值高达30.65亿美元（折合人民币195亿），占总市值的40%。</p>\n<p>其中，高瓴三季度大举加仓1040万股传奇生物，使其跃升至第二大重仓股，持股数量达到1105万股，持仓市值达到5.59亿美元。</p>\n<p>资料显示，传奇生物成立于南京，主要从事开发抗原受体T细胞疗法，其母公司是“全球基因合成之王”金斯瑞生物，高瓴此前就有布局。10月19日，传奇生物在其举行的研发日活动上公布了其临床阶段及临床前管线和重点项目，包括11款细胞疗法。</p>\n<p>传奇生物于2020年6月在纳斯达克上市，随后股价震荡下行，整体表现不佳。但今年一季度末开始触底反弹，二季度股价大涨41%，三季度继续上涨23%，年内涨幅更是高达74%，走出了一波牛市行情。</p>\n<p><a href=\"https://laohu8.com/S/06160\">百济神州</a>则已经连续三个季度成为高瓴的第一大重仓股，三季度继续保持重仓不变，持有市值达到19.8亿美元（折合126亿元人民币），今年以来百济神州的股价已经大涨了47.98%，自2016年在美股上市以来，百济神州的股价无一年下跌，从28.97美元一路涨至如今的382.37美元，是一只不折不扣的大牛股，高瓴重仓其中收获颇丰。</p>\n<p>第三大重仓股为天境生物，是一家处于临床阶段的创新生物药公司，主要聚焦于免疫和自身免疫疾病领域创新生物药的早期发现，今年以来天境生物的股价大涨28.93%。</p>\n<p>此外，HHLR Advisors三季度新进的18家公司中，其中有9家为生物科技企业，覆盖精准肿瘤疗法和罕见病治疗等领域。</p>\n<p><b>On昂跑新进为第四大重仓，再度买进SEA和理想</b></p>\n<p>一家来自瑞士的运动品牌On昂跑成为HHLR Advisors“新欢”，三季度跻身高瓴第四大重仓股。</p>\n<p>资料显示，On昂跑成立于2010年，是一个以技术、设计和可持续性为基础的高性能运动品牌，在60多个国家建立了一个充满激情的全球球迷社区，吸引了包括比尔·盖茨、威尔·史密斯、费德勒等一众富豪大佬在内的铁杆粉丝。</p>\n<p>今年9月15日，On昂跑登录纽交所，上市首日大涨45.83%达到35美元，最高冲击至40美元，目前股价在36美元附近，最新市值为112亿美元。</p>\n<p>此外，美国本土外卖公司DoorDash也进入了高瓴十大重仓股，持股市值为2.46亿美元，主要经营一个在线食品订购和食品交付平台，是美国最大的外卖公司。</p>\n<p>三季度，HHLR Advisors又重新买入有着“东南亚小<a href=\"https://laohu8.com/S/00700\">腾讯</a>”称号的SEA。</p>\n<p>2019年一季度，高瓴曾买入1500万股SEA，彼时该股股价在10美元左右。随后，SEA的股价一路大涨，高瓴在高位开始减持，直到一季度清仓。如今，高瓴又重新买回SEA，买入33万股，显然仍看好其成长空间，SEA的最新市值已达到1894亿美元。</p>\n<p>HHLR Advisors三季度还买入了108万股<a href=\"https://laohu8.com/S/LI\">理想汽车</a>，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>仓位则保持在86万股不变。此外，HHLR Advisors还增持<a href=\"https://laohu8.com/S/JD\">京东</a>超108万股至五大重仓股。</p>\n<p><b>清仓“心水股”<a href=\"https://laohu8.com/S/ESGR\">恩斯塔</a>、ZOOM，加大科技投资力度</b></p>\n<p>值得注意的是，有三家公司从HHLR Advisors的十大重仓股中退出，分别是NSTAR、ZOOM和<a href=\"https://laohu8.com/S/ABNB\">爱彼迎</a>。其中，“心水股”恩斯塔和ZOOM被高瓴直接清仓。</p>\n<p>恩斯塔（ENSTAR）多次位列其历史上前十大重仓股组合之中。这是一家收购及管理保险、再保险业务的公司，总部位于百慕达，业务包括财产险、伤亡险和其他非寿险业务，业务范围涉及多个海外国家。</p>\n<p>过去几年，恩斯塔的股价表现十分优异，自2009年以来，该股从60元一路涨至目前232元，今年以来的涨幅为13.23%。</p>\n<p>另一大“心水股”<a href=\"https://laohu8.com/S/ZM\">Zoom</a>则是高瓴近两年的十倍股选手。2019年上市后，高瓴一路加仓，在2020年一季度直接买成第一大重仓股，随后疫情爆发，Zoom乘势走出了一波十倍股的行情，高瓴更是收获满满。</p>\n<p>与此同时，HHLR Advisors加大了科技投资的力度。三季度，继续加仓赛富时，由第十大重仓股升至第六位，还新进<a href=\"https://laohu8.com/S/AMD\">AMD</a>、SEA等6家科技公司。</p>\n<p>最近一个月，AMD的股价大涨超20%，今年以来，AMD的股价大涨了60%。上个月，AMD发布了令市场惊喜的季报，表明疫情推动的电子产品热潮似乎远未结束。AMD还预计四季度销售将会达到45亿美元，同比去年大增39%。</p>\n<p><b>截至三季度末，HHLR Advisors还持有蔚来、小鹏、理想等新能源车，以及<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>、<a href=\"https://laohu8.com/S/TUYA\">涂鸦智能</a>等云计算、物联网领域的公司。</b></p>\n<p>此前高瓴曾公开表示，看<a href=\"https://laohu8.com/S/TAL\">好未来</a>两到五年里科技领域的半导体、前沿科技、新能源、智能硬件等四大细分赛道，并将硬科技称为“历史性的结构性投资窗口期”。根据媒体统计，今年以来，高瓴在A股参与调研的电气设备、半导体设备、电子元件等硬科技领域相关上市公司增至43家，占比近40%。</p>\n<p><b>加大港股投资力度，调仓四大逻辑受关注</b></p>\n<p>值得注意的是，三季度，HHLR Advisors对部分经过高涨，以及受到环境深刻变化影响的行业进行了调仓。此外港股市场投资价值的提升，也在吸引投资者加大布局。</p>\n<p>近期，HHLR Advisors参与了三叶草生物、微创<a href=\"https://laohu8.com/S/300024\">机器人</a>在港股上市的基石投资，此前也连续加仓了诺诚健华。HHLR Advisors在港股市场还持有先建科技、<a href=\"https://laohu8.com/S/00853\">微创医疗</a>等生物科技公司。</p>\n<p>据统计，从2020年至今年11月初，高瓴参与了包括荣昌生物在内的20多个港股市场上的基石投资，大多数为<a href=\"https://laohu8.com/S/688221\">前沿生物</a>科技公司。</p>\n<p><b>此前高瓴二级团队调仓的四大逻辑也受到了市场广泛关注，主要包括：</b></p>\n<p>第一：所投企业估值、或者当时市场点位过高了，已经远超出了企业自身的核心价值，此时会采取卖出和调仓的策略。这种与“追涨杀跌”的操作截然相反，在市场和公司相对高点期间没有继续往里面“添油加火”，其实是一种专业、理性的体现。</p>\n<p>第二：二级投资团队自己的变化。在投资与研究过程中，会不断对自己进行复盘与修正。</p>\n<p>第三：公司和行业的变化。所投的公司与行业出现了新的深刻变化，二级投资团队从而调整策略。</p>\n<p>第四：同时要考虑投资机构的资金周期问题，比如某一期PE基金产品到期了，需要在企业IPO后执行退出策略。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e62f8ab97654b9d4f235a7b85cd8647e","relate_stocks":{"06160":"百济神州","BK1161":"生物科技","BK1500":"做空集合股","BK4505":"高瓴资本持仓","LEGN":"传奇生物","BK1583":"高瓴概念","BK4139":"生物科技","BK1588":"回港中概股"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2184886543","content_text":"高瓴最新美股持仓出炉！\n11月16日，美国证券交易委员会（SEC）网站显示，高瓴旗下专注于二级市场投资的基金管理人主体HHLR Advisors公布了2021年三季度美股持仓数据。\n截至三季度末，高瓴美股持仓总市值达76.5亿美元（折合人民币500亿元），较一季度和二季度持仓规模有所缩减。具体来看，三季度高瓴进行了较大幅度的调仓。其中，加仓1040万股传奇生物，使其一举成为高瓴第二大重仓股，一级市场投资的On（昂跑）则新晋为第四大重仓股。同时，还清仓了2只长线的“心水股”。\n整体来看，中概股、生命科学、创新经济与科技依旧是高瓴HHLR Advisors二级市场团队的投资主线。尤其是生物制药公司，颇为高瓴偏爱，前三大重仓均为生物制药公司。\n值得注意的是，由于美股连续高涨，HHLR Advisors对美股的仓位进行一定的调仓，并加大港股的布局力度，这逐渐成为国内不少头部私募的配置新逻辑。\n大幅加仓传奇生物，前三大重仓均为生物制药\n从HHLR Advisors三季度的持仓来看，生命科学领域显然是高瓴极为看好的投资方向。\n\n高瓴的前三大重仓均为生物制药公司，分别是百济神州、传奇生物、天境生物，合计持仓市值高达30.65亿美元（折合人民币195亿），占总市值的40%。\n其中，高瓴三季度大举加仓1040万股传奇生物，使其跃升至第二大重仓股，持股数量达到1105万股，持仓市值达到5.59亿美元。\n资料显示，传奇生物成立于南京，主要从事开发抗原受体T细胞疗法，其母公司是“全球基因合成之王”金斯瑞生物，高瓴此前就有布局。10月19日，传奇生物在其举行的研发日活动上公布了其临床阶段及临床前管线和重点项目，包括11款细胞疗法。\n传奇生物于2020年6月在纳斯达克上市，随后股价震荡下行，整体表现不佳。但今年一季度末开始触底反弹，二季度股价大涨41%，三季度继续上涨23%，年内涨幅更是高达74%，走出了一波牛市行情。\n百济神州则已经连续三个季度成为高瓴的第一大重仓股，三季度继续保持重仓不变，持有市值达到19.8亿美元（折合126亿元人民币），今年以来百济神州的股价已经大涨了47.98%，自2016年在美股上市以来，百济神州的股价无一年下跌，从28.97美元一路涨至如今的382.37美元，是一只不折不扣的大牛股，高瓴重仓其中收获颇丰。\n第三大重仓股为天境生物，是一家处于临床阶段的创新生物药公司，主要聚焦于免疫和自身免疫疾病领域创新生物药的早期发现，今年以来天境生物的股价大涨28.93%。\n此外，HHLR Advisors三季度新进的18家公司中，其中有9家为生物科技企业，覆盖精准肿瘤疗法和罕见病治疗等领域。\nOn昂跑新进为第四大重仓，再度买进SEA和理想\n一家来自瑞士的运动品牌On昂跑成为HHLR Advisors“新欢”，三季度跻身高瓴第四大重仓股。\n资料显示，On昂跑成立于2010年，是一个以技术、设计和可持续性为基础的高性能运动品牌，在60多个国家建立了一个充满激情的全球球迷社区，吸引了包括比尔·盖茨、威尔·史密斯、费德勒等一众富豪大佬在内的铁杆粉丝。\n今年9月15日，On昂跑登录纽交所，上市首日大涨45.83%达到35美元，最高冲击至40美元，目前股价在36美元附近，最新市值为112亿美元。\n此外，美国本土外卖公司DoorDash也进入了高瓴十大重仓股，持股市值为2.46亿美元，主要经营一个在线食品订购和食品交付平台，是美国最大的外卖公司。\n三季度，HHLR Advisors又重新买入有着“东南亚小腾讯”称号的SEA。\n2019年一季度，高瓴曾买入1500万股SEA，彼时该股股价在10美元左右。随后，SEA的股价一路大涨，高瓴在高位开始减持，直到一季度清仓。如今，高瓴又重新买回SEA，买入33万股，显然仍看好其成长空间，SEA的最新市值已达到1894亿美元。\nHHLR Advisors三季度还买入了108万股理想汽车，蔚来仓位则保持在86万股不变。此外，HHLR Advisors还增持京东超108万股至五大重仓股。\n清仓“心水股”恩斯塔、ZOOM，加大科技投资力度\n值得注意的是，有三家公司从HHLR Advisors的十大重仓股中退出，分别是NSTAR、ZOOM和爱彼迎。其中，“心水股”恩斯塔和ZOOM被高瓴直接清仓。\n恩斯塔（ENSTAR）多次位列其历史上前十大重仓股组合之中。这是一家收购及管理保险、再保险业务的公司，总部位于百慕达，业务包括财产险、伤亡险和其他非寿险业务，业务范围涉及多个海外国家。\n过去几年，恩斯塔的股价表现十分优异，自2009年以来，该股从60元一路涨至目前232元，今年以来的涨幅为13.23%。\n另一大“心水股”Zoom则是高瓴近两年的十倍股选手。2019年上市后，高瓴一路加仓，在2020年一季度直接买成第一大重仓股，随后疫情爆发，Zoom乘势走出了一波十倍股的行情，高瓴更是收获满满。\n与此同时，HHLR Advisors加大了科技投资的力度。三季度，继续加仓赛富时，由第十大重仓股升至第六位，还新进AMD、SEA等6家科技公司。\n最近一个月，AMD的股价大涨超20%，今年以来，AMD的股价大涨了60%。上个月，AMD发布了令市场惊喜的季报，表明疫情推动的电子产品热潮似乎远未结束。AMD还预计四季度销售将会达到45亿美元，同比去年大增39%。\n截至三季度末，HHLR Advisors还持有蔚来、小鹏、理想等新能源车，以及Snowflake、涂鸦智能等云计算、物联网领域的公司。\n此前高瓴曾公开表示，看好未来两到五年里科技领域的半导体、前沿科技、新能源、智能硬件等四大细分赛道，并将硬科技称为“历史性的结构性投资窗口期”。根据媒体统计，今年以来，高瓴在A股参与调研的电气设备、半导体设备、电子元件等硬科技领域相关上市公司增至43家，占比近40%。\n加大港股投资力度，调仓四大逻辑受关注\n值得注意的是，三季度，HHLR Advisors对部分经过高涨，以及受到环境深刻变化影响的行业进行了调仓。此外港股市场投资价值的提升，也在吸引投资者加大布局。\n近期，HHLR Advisors参与了三叶草生物、微创机器人在港股上市的基石投资，此前也连续加仓了诺诚健华。HHLR Advisors在港股市场还持有先建科技、微创医疗等生物科技公司。\n据统计，从2020年至今年11月初，高瓴参与了包括荣昌生物在内的20多个港股市场上的基石投资，大多数为前沿生物科技公司。\n此前高瓴二级团队调仓的四大逻辑也受到了市场广泛关注，主要包括：\n第一：所投企业估值、或者当时市场点位过高了，已经远超出了企业自身的核心价值，此时会采取卖出和调仓的策略。这种与“追涨杀跌”的操作截然相反，在市场和公司相对高点期间没有继续往里面“添油加火”，其实是一种专业、理性的体现。\n第二：二级投资团队自己的变化。在投资与研究过程中，会不断对自己进行复盘与修正。\n第三：公司和行业的变化。所投的公司与行业出现了新的深刻变化，二级投资团队从而调整策略。\n第四：同时要考虑投资机构的资金周期问题，比如某一期PE基金产品到期了，需要在企业IPO后执行退出策略。","news_type":1},"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375036528,"gmtCreate":1619255064964,"gmtModify":1619256995064,"author":{"id":"3579933448658446","authorId":"3579933448658446","name":"sth6063771","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375036528","repostId":"2127090490","repostType":2,"repost":{"id":"2127090490","pubTimestamp":1618485060,"share":"https://www.laohu8.com/m/news/2127090490?lang=&edition=full","pubTime":"2021-04-15 19:11","market":"us","language":"en","title":"3 Dividend Stocks I'd Buy Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2127090490","media":"Motley Fool","summary":"Attractive dividend yields and solid businesses make these stocks stand out.","content":"<p>Recently, a young woman told me that her husband wanted to invest in dividend stocks. Both of them are in their twenties. My response to her was that at their age, they'd be better off focusing on stocks with solid long-term growth prospects, regardless of whether or not the stocks paid dividends.</p><p>My reply would have been different if the couple had been in their sixties.</p><p>Investing in dividend stocks in order to secure steady income is a great idea. Of course, you still want solid underlying businesses behind the stocks. With the two criteria of steady income and solid businesses in mind, here are three dividend stocks I'd buy right now.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F621140%2Fdividends-on-sticky-note.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><h3>AbbVie</h3><p>I think that<b> AbbVie</b> (NYSE:ABBV) ranks as <a href=\"https://laohu8.com/S/AONE\">one</a> of the most attractive dividend stocks on the market right now. The big drugmaker's dividend yield currently tops 4.8%. AbbVie is only <a href=\"https://laohu8.com/S/AONE.U\">one</a> dividend hike away from becoming a Dividend King -- <b>S&P 500</b> members with at least 50 consecutive years of dividend increases.</p><p>A single product, Humira, generated over 40% of AbbVie's total revenue last year, but the autoimmune-disease drug loses U.S. patent exclusivity in 2023. Does this present a reason to worry about AbbVie's dividend? Nope.</p><p>The company has been preparing for a long time for the day when it could no longer depend so heavily on Humira. AbbVie now has several other drugs with strong growth potential, notably including the successors to Humira -- Rinvoq and Skyrizi.</p><p>AbbVie will definitely feel the sting as biosimilars take market share away from Humira. It expects total revenue will fall in 2023. However, the company predicts a return to modest growth in 2024, with robust growth throughout the rest of the decade. AbbVie's dividends should keep on flowing and growing.</p><h3>Brookfield Renewable Partners</h3><p><b>Brookfield Renewable Partners</b> (NYSE:BEP) doesn't belong to dividend royalty as AbbVie does. However, the company has increased its distribution (what limited partnerships call dividends) by a 6% compound annual growth rate (CAGR) since 2000. Its distribution currently yields nearly 2.9%.</p><p>The company's underlying business model is as solid as they come. There hasn't been a better time for renewable energy.</p><p>Demand is rising as countries across the world seek to reduce carbon emissions. Brookfield Renewable stands out as a leader in the renewable energy industry with its hydroelectric, wind, solar, and storage facilities in North America, South America, Asia, and Europe.</p><p>I view the stock as a great pick for income-seeking investors. However, Brookfield Renewable is also a very good choice for growth-oriented investors. The company claims a 23 gigawatt development pipeline that's more than double its current 19 gigawatt installed capacity.</p><p>Brookfield Renewable's growth prospects aren't just for the next few years. CEO Connor Teskey said in the company's Q4 update that management \"look[s] forward to a multi-decade opportunity to advance decarbonization and assist with the transition of global electricity grids to a more sustainable future.\" That's the kind of opportunity that any investor would like.</p><h3>Enterprise Products Partners</h3><p>If you really like high dividend yields, you'll want to check out <b>Enterprise Products Partners</b> (NYSE:EPD). Its distribution currently yields a mouthwatering 7.8%. The company has increased its distribution for 22 consecutive years with a CAGR of 7%.</p><p>The biggest knock against EPD is that it's a midstream player in the fossil fuel industry. Yes, there's a definite shift away from fossil fuels to renewable energy sources. However, EPD's business is built for the long term.</p><p>For one thing, overall energy consumption is expected to increase over the next few decades. The U.S. Energy Information Administration projects that the percentage of total energy consumption generated by natural gas will also increase. In addition, rising demand for plastics is driving increased use of petrochemicals. It's no accident that 93% of EPD's major capital projects under construction focus on petrochemicals, natural gas, and natural gas liquids.</p><p>My Motley Fool colleague Gregg Brewer recently included EPD among his three safest energy dividends right now. I think his take is correct. EPD probably isn't a stock that will appeal to growth investors, but if you're looking for a solid dividend stock, I think it's a keeper.</p>","source":"fool_stock","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>3 Dividend Stocks I'd Buy Right Now</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\">\n3 Dividend Stocks I'd Buy Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-15 19:11 GMT+8 <a href=https://www.fool.com/investing/2021/04/15/3-dividend-stocks-id-buy-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Recently, a young woman told me that her husband wanted to invest in dividend stocks. Both of them are in their twenties. My response to her was that at their age, they'd be better off focusing on ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/15/3-dividend-stocks-id-buy-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABBV":"艾伯维公司","BEP":"Brookfield Renewable Partners LP","EPD":"Enterprise Products Partners L.P"},"source_url":"https://www.fool.com/investing/2021/04/15/3-dividend-stocks-id-buy-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127090490","content_text":"Recently, a young woman told me that her husband wanted to invest in dividend stocks. Both of them are in their twenties. My response to her was that at their age, they'd be better off focusing on stocks with solid long-term growth prospects, regardless of whether or not the stocks paid dividends.My reply would have been different if the couple had been in their sixties.Investing in dividend stocks in order to secure steady income is a great idea. Of course, you still want solid underlying businesses behind the stocks. With the two criteria of steady income and solid businesses in mind, here are three dividend stocks I'd buy right now.Image source: Getty Images.AbbVieI think that AbbVie (NYSE:ABBV) ranks as one of the most attractive dividend stocks on the market right now. The big drugmaker's dividend yield currently tops 4.8%. AbbVie is only one dividend hike away from becoming a Dividend King -- S&P 500 members with at least 50 consecutive years of dividend increases.A single product, Humira, generated over 40% of AbbVie's total revenue last year, but the autoimmune-disease drug loses U.S. patent exclusivity in 2023. Does this present a reason to worry about AbbVie's dividend? Nope.The company has been preparing for a long time for the day when it could no longer depend so heavily on Humira. AbbVie now has several other drugs with strong growth potential, notably including the successors to Humira -- Rinvoq and Skyrizi.AbbVie will definitely feel the sting as biosimilars take market share away from Humira. It expects total revenue will fall in 2023. However, the company predicts a return to modest growth in 2024, with robust growth throughout the rest of the decade. AbbVie's dividends should keep on flowing and growing.Brookfield Renewable PartnersBrookfield Renewable Partners (NYSE:BEP) doesn't belong to dividend royalty as AbbVie does. However, the company has increased its distribution (what limited partnerships call dividends) by a 6% compound annual growth rate (CAGR) since 2000. Its distribution currently yields nearly 2.9%.The company's underlying business model is as solid as they come. There hasn't been a better time for renewable energy.Demand is rising as countries across the world seek to reduce carbon emissions. Brookfield Renewable stands out as a leader in the renewable energy industry with its hydroelectric, wind, solar, and storage facilities in North America, South America, Asia, and Europe.I view the stock as a great pick for income-seeking investors. However, Brookfield Renewable is also a very good choice for growth-oriented investors. The company claims a 23 gigawatt development pipeline that's more than double its current 19 gigawatt installed capacity.Brookfield Renewable's growth prospects aren't just for the next few years. CEO Connor Teskey said in the company's Q4 update that management \"look[s] forward to a multi-decade opportunity to advance decarbonization and assist with the transition of global electricity grids to a more sustainable future.\" That's the kind of opportunity that any investor would like.Enterprise Products PartnersIf you really like high dividend yields, you'll want to check out Enterprise Products Partners (NYSE:EPD). Its distribution currently yields a mouthwatering 7.8%. The company has increased its distribution for 22 consecutive years with a CAGR of 7%.The biggest knock against EPD is that it's a midstream player in the fossil fuel industry. Yes, there's a definite shift away from fossil fuels to renewable energy sources. However, EPD's business is built for the long term.For one thing, overall energy consumption is expected to increase over the next few decades. The U.S. Energy Information Administration projects that the percentage of total energy consumption generated by natural gas will also increase. In addition, rising demand for plastics is driving increased use of petrochemicals. It's no accident that 93% of EPD's major capital projects under construction focus on petrochemicals, natural gas, and natural gas liquids.My Motley Fool colleague Gregg Brewer recently included EPD among his three safest energy dividends right now. I think his take is correct. EPD probably isn't a stock that will appeal to growth investors, but if you're looking for a solid dividend stock, I think it's a keeper.","news_type":1},"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
