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爱玩大便股的孩子
2022-08-16
$腾讯控股ADR(TCEHY)$
你继续跌我继续买
爱玩大便股的孩子
2022-08-16
Oooooo
软银Q2持仓：T-Mobile为头号重仓股，英伟达仓位无变化
爱玩大便股的孩子
2022-08-16
...
高瓴旗下HHLR二季度13F披露，加码9只中概股持续看好中国资产
爱玩大便股的孩子
2022-08-12
这个是什么股
爱玩大便股的孩子
2022-08-12
$Hainan Manaslu Acquisition Corp(HMACU)$
大便股好好玩，没人炒跟自己玩
去老虎APP查看更多动态
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13:44","market":"us","language":"zh","title":"软银Q2持仓：T-Mobile为头号重仓股，英伟达仓位无变化","url":"https://stock-news.laohu8.com/highlight/detail?id=2259006970","media":"智通财经","summary":"根据美国证券交易委员会(SEC)披露，日本投资界巨头软银集团递交了截至2022年6月30日的第二季度(Q2)持仓报告(13F)。据统计，软银第二季度持仓总市值为78.33亿美元，上一季度总市值为98.","content":"<html><head></head><body><p>根据美国证券交易委员会(SEC)披露，日本投资界巨头软银集团递交了截至2022年6月30日的第二季度(Q2)持仓报告(13F)。</p><p>据统计，软银第二季度持仓总市值为78.33亿美元，上一季度总市值为98.18亿美元，环比下降约20%。软银在第二季度的持仓组合中新增了14只个股，仅增持1只个股;同时，软银减持1只个股并清仓2只个股。其中前十大持仓标的占总市值的95.61%。</p><p><img src=\"https://static.tigerbbs.com/52383fe66ec9b5d74e5547e13d0088da\" tg-width=\"578\" tg-height=\"484\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>从持仓偏好来看，软银持仓集中于公用事业和通信、金融以及IT类，占总持仓的比例分别为68.32%，25.98%以及5.36%，其中金融类股票标的集中于SPAC公司。</p><p><img src=\"https://static.tigerbbs.com/a1c2aaabe7b837187431954f6f452e71\" tg-width=\"1223\" tg-height=\"749\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>在软银前五大重仓股中，<a href=\"https://laohu8.com/S/TMUSR\">T-Mobile US Inc</a> (TMUS.US)位列第一，持仓约3977万股，持仓市值约53.51亿美元，较上季度持仓数量下降34%，占投资组合比例为68.32%。该股为软银第二季度唯一减持标的。</p><p><a href=\"https://laohu8.com/S/AURC\">Aurora Acquisition Corp</a> Class A (AURC.US)位列第二，持仓约6770万股，持仓市值约6.63亿美元，占投资组合比例为8.46%，为第二季度新建仓个股。</p><p>SoFi Technologies(SOFI.US)位列第三，持仓约9528万股，持仓市值约5.02亿美元，较上季度持仓数量没有变化，占投资组合比例为6.41%。</p><p>Lemonade(LMND.US)位列第四，持仓约1198万股，持仓市值约2.19亿美元，较上季度持仓数量没有变化，占投资组合比例为2.79%。</p><p><a href=\"https://laohu8.com/S/EQRX\">EQRx Inc</a>(EQRX.US)位列第五，持仓数量约4318万股，持仓市值约2.02亿美元，占投资组合比例为2.59%，为第二季度新建仓个股。</p><p>前十大重仓股还包括：<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、Inter & Co Inc、ESS Tech Inc 、Nu Holdings Ltd，以及<a href=\"https://laohu8.com/S/PFAC.U\">Far Peak Acquisition Corp.</a>，多数为新建仓个股，且第二季度新建仓金融股标的基本为SPAC公司，英伟达第二季度仓位无变化。</p><p><img src=\"https://static.tigerbbs.com/537e0ab22e8379505a8882a66d47903d\" tg-width=\"1458\" tg-height=\"701\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>从持仓比例变化来看，前五大买入标的分别是：Aurora Acquisition Corp Class A 、EQRx 、Inter & Co Inc、Nu Holdings ，以及<a href=\"https://laohu8.com/S/FPAC\">Far Peak Acquisition Corp</a>。另外，软银第二季度增持的唯一个股是Satellogic Inc(SATL.US)</p><p>前三大卖出标的分别是：T-Mobile US、<a href=\"https://laohu8.com/S/PATH\">UiPath</a> Inc(PATH.US)和<a href=\"https://laohu8.com/S/PCOR\">Procore Technologies</a> Inc(PCOR.US)，后两者软银第二季度已经清仓。</p><p><img src=\"https://static.tigerbbs.com/feb69a82eeb4f5f7c7e6eea14417552e\" tg-width=\"786\" tg-height=\"443\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p></body></html>","source":"stock_zhitongcaijing","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>软银Q2持仓：T-Mobile为头号重仓股，英伟达仓位无变化</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{ 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#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软银Q2持仓：T-Mobile为头号重仓股，英伟达仓位无变化\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-16 13:44 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/772076.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>根据美国证券交易委员会(SEC)披露，日本投资界巨头软银集团递交了截至2022年6月30日的第二季度(Q2)持仓报告(13F)。据统计，软银第二季度持仓总市值为78.33亿美元，上一季度总市值为98.18亿美元，环比下降约20%。软银在第二季度的持仓组合中新增了14只个股，仅增持1只个股;同时，软银减持1只个股并清仓2只个股。其中前十大持仓标的占总市值的95.61%。从持仓偏好来看，软银持仓集中于...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/772076.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/acb77b88f0e1500dd735d82182c9d65c","relate_stocks":{"BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4581":"高盛持仓","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","TMUS":"T-Mobile US Inc","BK4529":"IDC概念","BK4515":"5G概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","NVDA":"英伟达","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4132":"无线电信业务","BK4543":"AI","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4503":"景林资产持仓"},"source_url":"http://www.zhitongcaijing.com/content/detail/772076.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259006970","content_text":"根据美国证券交易委员会(SEC)披露，日本投资界巨头软银集团递交了截至2022年6月30日的第二季度(Q2)持仓报告(13F)。据统计，软银第二季度持仓总市值为78.33亿美元，上一季度总市值为98.18亿美元，环比下降约20%。软银在第二季度的持仓组合中新增了14只个股，仅增持1只个股;同时，软银减持1只个股并清仓2只个股。其中前十大持仓标的占总市值的95.61%。从持仓偏好来看，软银持仓集中于公用事业和通信、金融以及IT类，占总持仓的比例分别为68.32%，25.98%以及5.36%，其中金融类股票标的集中于SPAC公司。在软银前五大重仓股中，T-Mobile US Inc (TMUS.US)位列第一，持仓约3977万股，持仓市值约53.51亿美元，较上季度持仓数量下降34%，占投资组合比例为68.32%。该股为软银第二季度唯一减持标的。Aurora Acquisition Corp Class A (AURC.US)位列第二，持仓约6770万股，持仓市值约6.63亿美元，占投资组合比例为8.46%，为第二季度新建仓个股。SoFi Technologies(SOFI.US)位列第三，持仓约9528万股，持仓市值约5.02亿美元，较上季度持仓数量没有变化，占投资组合比例为6.41%。Lemonade(LMND.US)位列第四，持仓约1198万股，持仓市值约2.19亿美元，较上季度持仓数量没有变化，占投资组合比例为2.79%。EQRx Inc(EQRX.US)位列第五，持仓数量约4318万股，持仓市值约2.02亿美元，占投资组合比例为2.59%，为第二季度新建仓个股。前十大重仓股还包括：英伟达、Inter & Co Inc、ESS Tech Inc 、Nu Holdings Ltd，以及Far Peak Acquisition Corp.，多数为新建仓个股，且第二季度新建仓金融股标的基本为SPAC公司，英伟达第二季度仓位无变化。从持仓比例变化来看，前五大买入标的分别是：Aurora Acquisition Corp Class A 、EQRx 、Inter & Co Inc、Nu Holdings ，以及Far Peak Acquisition Corp。另外，软银第二季度增持的唯一个股是Satellogic Inc(SATL.US)前三大卖出标的分别是：T-Mobile US、UiPath Inc(PATH.US)和Procore Technologies Inc(PCOR.US)，后两者软银第二季度已经清仓。","news_type":1},"isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684773820,"gmtCreate":1660629793361,"gmtModify":1660630254446,"author":{"id":"3582871953811314","authorId":"3582871953811314","name":"爱玩大便股的孩子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582871953811314","idStr":"3582871953811314"},"themes":[],"htmlText":"...","listText":"...","text":"...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684773820","repostId":"2259024061","repostType":4,"repost":{"id":"2259024061","kind":"news","pubTimestamp":1660606022,"share":"https://www.laohu8.com/m/news/2259024061?lang=&edition=full","pubTime":"2022-08-16 07:27","market":"us","language":"zh","title":"高瓴旗下HHLR二季度13F披露，加码9只中概股持续看好中国资产","url":"https://stock-news.laohu8.com/highlight/detail?id=2259024061","media":"市场资讯","summary":"北京时间8月16日，美国证券交易委员会网站显示，HHLR Advisors公布了最新美股持仓数据。截至二季度末，HHLR在美股市场持有64只股票，总市值规模为47亿美元，与上季度基本持平。二季度，HHLR在投资组合中继续加大了对中国资产的集中配置、重仓投资，对9只中概股进行了增持、新进买入等加仓操作。HHLR Advisors是高瓴旗下专注于二级市场投资的基金管理人，由独立的二级市场投资团队负责管理和运营。","content":"<html><head></head><body><p>北京时间8月16日，美国证券交易委员会（SEC）网站显示，HHLR Advisors公布了最新美股持仓数据。</p><p>截至二季度末，HHLR在美股市场持有64只股票，总市值规模为47亿美元，与上季度基本持平。二季度，HHLR在投资组合中继续加大了对中国资产的集中配置、重仓投资，对9只中概股进行了增持、新进买入等加仓操作。</p><p>HHLR Advisors是高瓴旗下专注于二级市场投资的基金管理人，由独立的二级市场投资团队负责管理和运营。</p><p><b>十大重仓股 中概股占7席</b></p><p>二季度，HHLR十大重仓股为：<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/CRM\">赛富时</a>、DoorDash、SEA、<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>、<a href=\"https://laohu8.com/S/LEGN\">传奇生物</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>、大全新能源，其中有7只是中概股。</p><p>整体看，在HHLR二季度全部美股持仓中，中概股合计持有市值近30亿美元，市值占比达到了64%，同时HHLR在二季度共对9只中概股进行了增持、新进买入等加仓操作，继续表明了HHLR投资团队对中国资产的看好。</p><p>另外，HHLR在二季度对<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、On昂跑、<a href=\"https://laohu8.com/S/YMM\">满帮</a>等股票进行了减持。据了解，这三家公司是高瓴在一级市场进行的投资，属于基金正常减持退出。</p><p><b>多家机构“抄底”阿里、<a href=\"https://laohu8.com/S/PDD\">拼多多</a></b></p><p>二季度，HHLR再度建仓阿里巴巴和拼多多，分别买进189万股和139万股。</p><p>值得注意的是，阿里巴巴也得到了景林、<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>等投资机构的青睐，最新数据显示，二季度景林资产增持阿里巴巴93.6万股，截至二季度末，持股数量达124.3万股，持股市值为1.4亿美元，成为第六大重仓股；贝莱德则在二季度买入5.77万股阿里巴巴ADR，加仓幅度为1%。同期，景林也对拼多多进行加仓，买入了24万股。</p><p>二季度，阿里巴巴和拼多多的股价都进一步呈现下跌趋势，阿里巴巴二季度最低股价为78美元、较2021年四季度末股价已经跌去34%，拼多多二季度最低股价为31美元、较2021年四季度末的股价已经跌去46%。市场人士认为，包括HHLR在内的投资机构在二季度买入阿里巴巴和拼多多，或许是在低位“抄底”。</p><p><b>科技和新能源依旧是重仓方向</b></p><p>二季度，科技和新能源依旧是HHLR的重点投资方向。</p><p>科技投资方向上，在继续重仓持有赛富时、SEA、DoorDash和Coupang的情况下，HHLR还买入了<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>等科技公司。</p><p>新能源方向上，HHLR虽然清仓了当季美股股价涨幅高达48%的<a href=\"https://laohu8.com/S/LI\">理想汽车</a>，但同时又新进买入了<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和<a href=\"https://laohu8.com/S/JKS\">晶科能源</a>控股，同时加仓大全新能源，大全新能源也进入了HHLR的十大重仓股，依旧延续了HHLR对新能源的长期投资逻辑。</p><p>二季度，HHLR大举买入<a href=\"https://laohu8.com/S/688223\">晶科能源</a>控股114万股，公开资料显示，晶科能源控股是拥有垂直一体化产业链的光伏制造商，业务涵盖了优质的硅锭、硅片、电池片生产以及高效单多晶光伏组件制造。</p></body></html>","source":"sina","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>高瓴旗下HHLR二季度13F披露，加码9只中概股持续看好中国资产</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高瓴旗下HHLR二季度13F披露，加码9只中概股持续看好中国资产\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-16 07:27 北京时间 <a href=https://finance.sina.com.cn/china/2022-08-16/doc-imizirav8316054.shtml?finpagefr=p_115><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间8月16日，美国证券交易委员会（SEC）网站显示，HHLR Advisors公布了最新美股持仓数据。截至二季度末，HHLR在美股市场持有64只股票，总市值规模为47亿美元，与上季度基本持平。二季度，HHLR在投资组合中继续加大了对中国资产的集中配置、重仓投资，对9只中概股进行了增持、新进买入等加仓操作。HHLR Advisors是高瓴旗下专注于二级市场投资的基金管理人，由独立的二级市场投资...</p>\n\n<a href=\"https://finance.sina.com.cn/china/2022-08-16/doc-imizirav8316054.shtml?finpagefr=p_115\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d8f9eee54b087df55d3552ad7b33a652","relate_stocks":{"TTTN":"老虎中美互联网巨头ETF","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://finance.sina.com.cn/china/2022-08-16/doc-imizirav8316054.shtml?finpagefr=p_115","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2259024061","content_text":"北京时间8月16日，美国证券交易委员会（SEC）网站显示，HHLR Advisors公布了最新美股持仓数据。截至二季度末，HHLR在美股市场持有64只股票，总市值规模为47亿美元，与上季度基本持平。二季度，HHLR在投资组合中继续加大了对中国资产的集中配置、重仓投资，对9只中概股进行了增持、新进买入等加仓操作。HHLR Advisors是高瓴旗下专注于二级市场投资的基金管理人，由独立的二级市场投资团队负责管理和运营。十大重仓股 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