+关注
一只小蜜蜂嗡嗡嗡
暂无个人介绍
IP属地：未知
9
关注
0
粉丝
2
主题
0
勋章
主贴
热门
一只小蜜蜂嗡嗡嗡
2021-10-21
这只ETF前三大重仓股是腾讯、美团、阿里巴巴。
Baillie Gifford最新持仓来了！这只中概股被砍仓61%
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4088671257288030","uuid":"4088671257288030","gmtCreate":1625568194247,"gmtModify":1634693408684,"name":"一只小蜜蜂嗡嗡嗡","pinyin":"yzxmfwwwyizhixiaomifengwengwengweng","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/39a137515be885e4b05bfa929125f091","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":9,"tweetSize":1,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":2,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":7,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.11.24","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.91%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"60.29%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":853884071,"gmtCreate":1634789022346,"gmtModify":1634789022346,"author":{"id":"4088671257288030","authorId":"4088671257288030","name":"一只小蜜蜂嗡嗡嗡","avatar":"https://static.tigerbbs.com/39a137515be885e4b05bfa929125f091","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088671257288030","authorIdStr":"4088671257288030"},"themes":[],"htmlText":"这只ETF前三大重仓股是腾讯、美团、阿里巴巴。","listText":"这只ETF前三大重仓股是腾讯、美团、阿里巴巴。","text":"这只ETF前三大重仓股是腾讯、美团、阿里巴巴。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853884071","repostId":"1148920319","repostType":4,"repost":{"id":"1148920319","weMediaInfo":{"introduction":"关注中国基金报，即时获取深度理财资讯","home_visible":1,"media_name":"中国基金报","id":"6","head_image":"https://static.tigerbbs.com/13b66b3e97274759989352a7b9f80611"},"pubTimestamp":1634779684,"share":"https://www.laohu8.com/m/news/1148920319?lang=&edition=full","pubTime":"2021-10-21 09:28","market":"us","language":"zh","title":"Baillie Gifford最新持仓来了！这只中概股被砍仓61%","url":"https://stock-news.laohu8.com/highlight/detail?id=1148920319","media":"中国基金报","summary":"英国超长期限投资巨头柏基日前向美国证监会（SEC）提交13F报告，报告显示，柏基大幅度减持了“心头好”阿里巴巴ADR。中概股中，B站哔哩哔哩也遭减持。不过，同期的港股信息披露显示，柏基在加仓美团和再鼎","content":"<div>\n<p>英国超长期限投资巨头柏基日前向美国证监会（SEC）提交13F报告，报告显示，柏基大幅度减持了“心头好”阿里巴巴ADR。中概股中，B站哔哩哔哩也遭减持。不过，同期的港股信息披露显示，柏基在加仓美团和再鼎医药。\n美国证监会要求，管理他人资产规模超过1亿美元的投资机构需在每个季度末结束后45天内向美国证监会提交上一季末美股持仓报告。此次，柏基提交的是3季度末的美股持仓报告。\n狂砍阿里巴巴ADR 61%\n...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n","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>Baillie Gifford最新持仓来了！这只中概股被砍仓61%</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\">\nBaillie Gifford最新持仓来了！这只中概股被砍仓61%\n</h2>\n\n<h4 class=\"meta\">\n\n2021-10-21 09:28 北京时间 <strong>中国基金报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英国超长期限投资巨头柏基日前向美国证监会（SEC）提交13F报告，报告显示，柏基大幅度减持了“心头好”阿里巴巴ADR。中概股中，B站哔哩哔哩也遭减持。不过，同期的港股信息披露显示，柏基在加仓美团和再鼎医药。\n美国证监会要求，管理他人资产规模超过1亿美元的投资机构需在每个季度末结束后45天内向美国证监会提交上一季末美股持仓报告。此次，柏基提交的是3季度末的美股持仓报告。\n狂砍阿里巴巴ADR 61%\n...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c318bcd91a109139b7d70c76c30bb154","relate_stocks":{"BABA":"阿里巴巴","QNETCN":"纳斯达克中美互联网老虎指数","03690":"美团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148920319","content_text":"英国超长期限投资巨头柏基日前向美国证监会（SEC）提交13F报告，报告显示，柏基大幅度减持了“心头好”阿里巴巴ADR。中概股中，B站哔哩哔哩也遭减持。不过，同期的港股信息披露显示，柏基在加仓美团和再鼎医药。\n美国证监会要求，管理他人资产规模超过1亿美元的投资机构需在每个季度末结束后45天内向美国证监会提交上一季末美股持仓报告。此次，柏基提交的是3季度末的美股持仓报告。\n狂砍阿里巴巴ADR 61%\n令人倍感意外的是，3季度柏基大幅度减持阿里巴巴ADR，减持幅度高达61%。作为最懂互联网、科技板块的资管巨头，“柏基”此举令不少人感到意外。今年早些时候，在客户活动中，被问及怎么看中国的互联网监管，柏基合伙人James Anderson表示在与阿里的高管沟通了解情况。\n不过，3季度末的美股持仓数据显示，柏基砍仓阿里巴巴ADR。\n由于13F报告只显示美股持仓数据，目前还不知道柏基是不是将ADR转换成了港股。这并未没有可能。\n此前13F报告显示，贝莱德持仓中的阿里巴巴大幅降低。不过，事后贝莱德澄清是由于跟踪指数做了调整，贝莱德旗下被动产品跟随指数将美股转换成了港股。但是由于13F报告只显示美股不显示港股，因为13F的数据显示出来的迹象阿里巴巴持仓大幅降低。\n记者20日下午致电柏基（上海），柏基方面表示由于时差，可能需要一些时间才能收到反馈。截至截稿，记者尚未收到来自柏基的反馈。\n\n3季度，柏基减持的部分股票 来源：Whalewisdom\n除了阿里巴巴ADR，柏基还减持了教育网站好未来，B站哔哩哔哩和网易。\n如果，柏基是减持而不是将ADR转化成了阿里巴巴港股，那么投资者应该信柏基还是芒格？芒格近期大手笔加仓阿里巴巴。作为价值投资的旗帜标杆，芒格拥趸无数。但是在科技互联网领域，柏基所取得的收益同样令人印象深刻。陪跑特斯拉7年，在特斯拉上赚得上千亿元，是近年来“惊艳”投资圈的案例。\n柏基是知名的“长期资本”“耐心资本”，因此也深得企业的喜爱。不少，创业公司在早期融资时首先会想到它。它也是较早介入蔚来汽车的资产管理机构。\n3季度末柏基的美股持仓前20大重仓股\n\n截至3季度末，柏基的前20大重仓股。以科技，医疗等为主。注：数据来源 美国证监会和美国持仓信息网站whalewisdom。“%”意味着，增减持幅度小于1%。\n同期增持美团和再鼎医药\n不过，柏基并非无选择地减持互联网公司。港交所披露信息显示，7月28日，柏基显著增持了美团，斥资约19亿港元。\n\n柏基增持美团相关信息披露 来源：港交所\n美团最近股价走势\n\n来源：wind\n美团今年春节后一路下挫，从高点460元跌到了293.8元。柏基选择在7月底增持，在当时引起了广泛关注，也一定程度上提振了投资者对于美团类互联网公司的信心。\n除了互联网公司，医疗健康也是柏基布局中国的重点。此次，柏基显著加仓了一只医疗健康类股票再鼎医药。三季度末柏基持有490万股再鼎医药，期间加仓约21%。2020年9月再鼎医药回港股上市。此外，港交所信息披露显示，7月2日，柏基加仓了再鼎医药11万股。这是一家创新型生物制药公司，聚焦癌症、自体免疫及感染性疾病领域的创新药物。它的总部位于上海，成立于2014年。再鼎医药也是众多外资机构持仓股票。\n加码中国布局\n2020年9月，柏基投资在上海设立证券私募管理人公司，并发行了一只私募基金。据柏基方面介绍，当时基金募集的情况超出预期。投资者对长期限投资的接受度令他们惊喜。2021年3月 柏基以境内有限合伙设立了向境内投资者募集投向海外市场的产品（QDLP产品）。设立上海公司以来，柏基在本地的存在感提升，而柏基合伙人James Anderson认为本地公司则有助于进一步提升他们对本地公司的研究水平。因为与公司的沟通可以更深了。\n\n柏基旗下证券私募在中国证券投资基金业网站的备案信息。在私募机构，柏基的注册资本高达5亿元，实缴资本也有1.25亿元。目前在管产品规模在0-5亿元之间。\n柏基非常关注前沿科技，对于看好的公司，它往往会选择早下手，长期持有。投资风格，兼具二级市场投资者和一级市场投资者特点。\n这样一家超长期限公司是如何考察公司的？据了解，柏基有一组10个问题组成的选股策略，以考察公司成长性：\n问题1：未来五年里，销售额是否有至少翻倍的空间？\n问题2：十年或更久以后该公司会如何？\n问题3：企业的竞争优势是什么？\n问题4：公司的企业文化是否超群？面对外部环境是否具有适应性？\n问题5：用户为何喜欢该公司？公司如何对社会做出贡献？\n问题6：公司是否为股东带来出色的回报？\n问题7：股东回报将上升还是下降？\n问题8：公司如何配置资本？\n问题9：如何能获得五倍于现在的估值，甚至更多？\n问题10：为何市场暂时还未能反映以上判断？\n如今，摆在投资者面前的问题是，柏基究竟是减持还是转换成为港股。无数关注阿里巴巴的投资者来说，这是一个重要的问题。\n毕竟在3季度，大量的投资者涌入互联网ETF，抄底阿里巴巴等互联网巨头。数据显示，美国最大的中国股票ETF KWEB，3季度实现净流入42亿美元，超过200亿元人民币。\n\nKWEB三季度资金净流入情况 来源：ETF.COM\n这只ETF前三大重仓股是腾讯、美团、阿里巴巴。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":853884071,"gmtCreate":1634789022346,"gmtModify":1634789022346,"author":{"id":"4088671257288030","authorId":"4088671257288030","name":"一只小蜜蜂嗡嗡嗡","avatar":"https://static.tigerbbs.com/39a137515be885e4b05bfa929125f091","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088671257288030","authorIdStr":"4088671257288030"},"themes":[],"htmlText":"这只ETF前三大重仓股是腾讯、美团、阿里巴巴。","listText":"这只ETF前三大重仓股是腾讯、美团、阿里巴巴。","text":"这只ETF前三大重仓股是腾讯、美团、阿里巴巴。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853884071","repostId":"1148920319","repostType":4,"isVote":1,"tweetType":1,"viewCount":1495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
