中东土豪“抄底”美股！大手笔建仓了这些股_老虎社区_美港股上老虎

中东土豪“抄底”美股！大手笔建仓了这些股

华尔街见闻2022-08-16

中东土豪又开启了买买买模式。坚守“别人恐惧时我贪婪“这句投资箴言的远不止巴菲特一个，曾在疫情期间全力抄底美国蓝筹股的中东土豪——沙特主权财富基金PIF又开启了买买买模式。最新披露的文件显示，该基金在二季度增持了75亿美元的美国蓝筹股，大手笔建仓了微软、谷歌母公司Alphabet、亚马逊等科技股，还增持了Meta Platforms。大手笔建仓微软、谷歌、亚马逊当地时间周二，美国证券交易委员会（...

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漆boss
·2022-08-17
‌[微笑] ‌
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漆boss
·2022-08-17
厉害了
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中国第一美股高手
·2022-08-16
凡事长期建仓多头的账户都可能产生巨额亏损
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梓坚
·2022-08-16
👍👍👍👍👍
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利弗莫尔继承人叶吉山
·2022-08-16
改变不了电车的趋势
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iAm22
·2022-08-16
这就是与大A的不同之处，美国不只是美国人的美股，也是全世界的！大A一直说自己要走向国际化，但是一直扭扭捏捏？$特斯拉(TSLA)$$苹果(AAPL)$$英伟达(NVDA)$$Twitter(TWTR)$$铿腾电子(CDNS)$
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  2022-08-17
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Arts。自7月以来，亚马逊股价反弹近35%，微软股价反弹了超过13%，Meta股价反弹了12%。持仓总市值下滑6%总体来看，其持仓市值仍然是下降的。文件显示，今年二季度，PIF美股持仓总市值达408.17亿美元，环比下降6.3%。PIF在二季度建仓了17只个股，增持了4只个股，仅仅减持了1只个股，清仓了1只个股。其中前十大持仓个股占其持仓总市值的74.01%。持仓市值下降的主要原因在于其所持电动汽车制造商Lucid在下调生产目标后股价暴跌，市值蒸发了83亿美元。不过，PIF并没有对其持有的Lucid股票进行调整，该股仍为其第一大重仓股，持仓市值超过174亿美元。此外，PIF持仓的许多个股为标普500指数成分股，由于通胀和衰退恐慌加剧，该指数在今年前两个季度累计跌去了20%，虽然7月以来大幅反弹，但与年初相比仍下降了9%。PIF其他四大重仓股分别是动视暴雪、公共事业指数ETF-SPDR、Electronic Arts、优步。计划到2025年资产翻一番今年以来，由于油价持续飙升，飘在石油海洋上的沙特第二季度GDP同比增速高达11.8%，国家石油公司沙特阿美二季度净收入增长90%。作为沙特阿美4%的股东，PIF也大大受益。管理着6200亿美元资产的PIF一直雄心勃勃，计划到2025年将其资产翻一番。总裁沙特王储沙穆罕默德·本·萨勒曼(Mohammedbin Salman)计划通过该基金为沙特发展新的行业，摆脱对石油产业的依赖，帮助沙特实现产业转型。对内，PIF已承诺每年投资约400亿美元用于启动新产业。近日沙特王储宣布，计划斥资约一万亿美元在沙特建造长达120公里的“零碳直线城市”NEOM，部分资金将由PIF提供。对外，PIF不断扩大其国际投资组合。近几个月来，该基金已向日本游戏制造商任天堂注资约30亿美元，牵头对汽车制造商Aston Martin进行了4亿美元的投资，并以15亿美元收购了世界上最大的电竞赛事主办方之一ESL 。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":687047866,"gmtCreate":1660670279959,"gmtModify":1660671067330,"author":{"id":"4123543940425700","authorId":"4123543940425700","name":"漆boss","avatar":"https://static.tigerbbs.com/91d62bd320de295912a2ffe10d4125eb","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4123543940425700","authorIdStr":"4123543940425700"},"htmlText":"‌<a href=\"\">[微笑]&nbsp;</a>‌","listText":"‌<a href=\"\">[微笑]&nbsp;</a>‌","text":"‌[微笑] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687047866","repostId":1146690881,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":687047175,"gmtCreate":1660670247301,"gmtModify":1660671062043,"author":{"id":"4123543940425700","authorId":"4123543940425700","name":"漆boss","avatar":"https://static.tigerbbs.com/91d62bd320de295912a2ffe10d4125eb","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4123543940425700","authorIdStr":"4123543940425700"},"htmlText":"厉害了","listText":"厉害了","text":"厉害了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/687047175","repostId":1146690881,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":687056298,"gmtCreate":1660662664515,"gmtModify":1660662664515,"author":{"id":"145605149293695","authorId":"145605149293695","name":"中国第一美股高手","avatar":"https://static.tigerbbs.com/1b7e3451a88137c911b10132e10b4eca","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"145605149293695","authorIdStr":"145605149293695"},"htmlText":"凡事长期建仓多头的账户都可能产生巨额亏损","listText":"凡事长期建仓多头的账户都可能产生巨额亏损","text":"凡事长期建仓多头的账户都可能产生巨额亏损","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687056298","repostId":1146690881,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":687058827,"gmtCreate":1660661722570,"gmtModify":1660661722570,"author":{"id":"3581646737212013","authorId":"3581646737212013","name":"梓坚","avatar":"https://static.tigerbbs.com/dc60101ae2a157654c11b14c2d659432","vip":1,"hat":"https://static.tigerbbs.com/acebb9722806729a38c10fe7cde46b94","crmLevel":2,"crmLevelSwitch":1,"idStr":"3581646737212013","authorIdStr":"3581646737212013"},"htmlText":"👍👍👍👍👍","listText":"👍👍👍👍👍","text":"👍👍👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687058827","repostId":1146690881,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":687027227,"gmtCreate":1660659850670,"gmtModify":1660660014507,"author":{"id":"4114443524517110","authorId":"4114443524517110","name":"利弗莫尔继承人叶吉山","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4114443524517110","authorIdStr":"4114443524517110"},"htmlText":"改变不了电车的趋势","listText":"改变不了电车的趋势","text":"改变不了电车的趋势","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687027227","repostId":1146690881,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":687027186,"gmtCreate":1660659707147,"gmtModify":1660659768241,"author":{"id":"127367578255012","authorId":"127367578255012","name":"iAm22","avatar":"https://static.tigerbbs.com/2c911514cff6758784e9ec02839cd3c8","vip":1,"crmLevel":2,"crmLevelSwitch":1,"idStr":"127367578255012","authorIdStr":"127367578255012"},"htmlText":"这就是与大A的不同之处，美国不只是美国人的美股，也是全世界的！大A一直说自己要走向国际化，但是一直扭扭捏捏？<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><a href=\"https://laohu8.com/S/TWTR\">$Twitter(TWTR)$</a><a href=\"https://laohu8.com/S/CDNS\">$铿腾电子(CDNS)$</a>","listText":"这就是与大A的不同之处，美国不只是美国人的美股，也是全世界的！大A一直说自己要走向国际化，但是一直扭扭捏捏？<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><a href=\"https://laohu8.com/S/TWTR\">$Twitter(TWTR)$</a><a href=\"https://laohu8.com/S/CDNS\">$铿腾电子(CDNS)$</a>","text":"这就是与大A的不同之处，美国不只是美国人的美股，也是全世界的！大A一直说自己要走向国际化，但是一直扭扭捏捏？$特斯拉(TSLA)$$苹果(AAPL)$$英伟达(NVDA)$$Twitter(TWTR)$$铿腾电子(CDNS)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/687027186","repostId":1146690881,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7603693,"gmtCreate":1660691603560,"gmtModify":1660691608504,"authorId":3557195192211409,"author":{"id":3557195192211409,"idStr":"3557195192211409","authorId":3557195192211409,"name":"Speculator 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