高盛精准“抄底”！三季度大幅增持阿里等中概股_老虎社区_美港股上老虎

高盛精准“抄底”！三季度大幅增持阿里等中概股

华尔街见闻2021-11-11

在中概股回调之际，高盛看准时机大幅增持，三季度对新东方和好未来的增持幅度翻了数倍，对阿里巴巴的持股数环比也上升57%；此外，高盛还建仓Boss直聘，价值超15亿美元。不仅看准时机买入中国房企债券，在三季度持仓报告里，高盛集团（Goldman Sachs）还披露了对阿里等中概股的增持。高盛于今年第三季度大幅增持了阿里巴巴，持股数环比上升57%，达到约4797万股，总价值超70亿美元。与此同时...

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Tummy
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yoyo6969
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KK风筝
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小虎小虎小小虎
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ETF。\n\n截至第三季度，高盛的前五大持仓股分别是标普500指数ETF、标普500指数ETF看跌期权、微软、苹果、罗素2000指数ETF。\n\n据统计，高盛三季度持仓总市值达4730.5亿美元，上一季度总市值为4463.9亿美元。\n该机构在三季度的持仓组合中新增了635只个股，增持了2723只个股；减持了2261只个股，清仓了609只个股。其中前十大持仓标的占总市值的18.81%。持仓周转率为20.11%。\n\n除指数ETF的相关标的外，高盛的前十大持仓均为大型科技股，微软、苹果、阿里巴巴、亚马逊、谷歌分列第3、4、7、9、10位，除阿里外的持仓变化均较小。\n值得注意的是，高盛于今年第三季度大幅增持了阿里巴巴，持股数环比上升57%，达到约4797万股，总价值超70亿美元。\n此外，高盛还买入了新东方和好未来，增持幅度分别达到352%和738%。\n目前新东方和好未来的年内跌幅已达89.07%、94.5%。\n高盛抄底地产债\n经济日报此前曾报道，在中国房企密集违约引发房企美元债市场情绪恐慌之际，外资正看准时机抄底。\n高盛投资组合管理团队近日接受媒体采访时表示，正在买入中国房企债券。高盛一直在通过买进中国房地产开发企业发行的美元高收益债券来增加“适度风险”投资资产。\n谈及个别房企风险事件引发的连锁反应，该团队成员称，传染风险被高估了，市场正在消化这一风险。\n另据媒体报道，金融机构对房地产企业的融资行为已基本恢复至正常状态。10月份，房地产贷款投放环比和同比均有较大幅度回升，初步估计，环比多增约1500-2000亿元。\n地产债市场近日也初步迎来久违的暖意，与此同时多家房企通过回购美元债等方式应对市场疑虑、传递现金流充裕的信号。\n近日，部分地产债也有所反弹。\n在此之前，雅居乐集团、中国金茂、世茂集团、中梁控股、建业地产、弘阳地产等多家房企纷纷启动境外美元债回购，表明其资金充足，以提振市场信心。\n刚刚结束的三季报业绩披露中，一些房企的盈利指标也显现出积极信号。","kind":null,"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":879061782,"gmtCreate":1636671631249,"gmtModify":1636671631481,"author":{"id":"3564108727353086","authorId":"3564108727353086","name":"Tummy","avatar":"https://static.tigerbbs.com/2633c0a0e18cf8c352931eb48340a8fe","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3564108727353086","authorIdStr":"3564108727353086"},"htmlText":"赞👍","listText":"赞👍","text":"赞👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/879061782","repostId":1163633736,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6554310,"gmtCreate":1636752266638,"gmtModify":1636752266664,"authorId":3564108727353086,"author":{"id":3564108727353086,"idStr":"3564108727353086","authorId":3564108727353086,"name":"Tummy","avatar":"https://static.tigerbbs.com/2633c0a0e18cf8c352931eb48340a8fe","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":879061782,"type":1,"supId":0,"prevId":0,"content":"赞👍","text":"赞👍","html":"赞👍"},{"id":6542859,"gmtCreate":1636673714684,"gmtModify":1636673714793,"authorId":4087417063812210,"author":{"id":4087417063812210,"idStr":"4087417063812210","authorId":4087417063812210,"name":"铭发","avatar":"https://static.tigerbbs.com/e76cab24cc6c958eb47e5e666b30776e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":879061782,"type":1,"supId":0,"prevId":0,"content":"🍭","text":"🍭","html":"🍭"}],"langContent":"CN"},{"id":879099325,"gmtCreate":1636666733067,"gmtModify":1636666733206,"author":{"id":"3578352381862815","authorId":"3578352381862815","name":"yoyo6969","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3578352381862815","authorIdStr":"3578352381862815"},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879099325","repostId":1163633736,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6541555,"gmtCreate":1636666738368,"gmtModify":1636666738447,"authorId":3578352381862815,"author":{"id":3578352381862815,"idStr":"3578352381862815","authorId":3578352381862815,"name":"yoyo6969","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":879099325,"type":1,"supId":0,"prevId":0,"content":"[微笑]","text":"[微笑]","html":"[微笑]"}],"langContent":"CN"},{"id":870479398,"gmtCreate":1636644260204,"gmtModify":1636644296014,"author":{"id":"3567713246268891","authorId":"3567713246268891","name":"KK风筝","avatar":"https://static.tigerbbs.com/343f41ed12edfe4343fce3feca4c10e5","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3567713246268891","authorIdStr":"3567713246268891"},"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/870479398","repostId":1163633736,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6540490,"gmtCreate":1636646403406,"gmtModify":1636646403512,"authorId":3574387078391491,"author":{"id":3574387078391491,"idStr":"3574387078391491","authorId":3574387078391491,"name":"zh2021","avatar":"https://static.tigerbbs.com/c227b611b9691752cedc6b263256bae1","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":870479398,"type":1,"supId":0,"prevId":0,"content":"[微笑]","text":"[微笑]","html":"[微笑]"}],"langContent":"CN"},{"id":870443683,"gmtCreate":1636643912375,"gmtModify":1636643925037,"author":{"id":"4087263755014960","authorId":"4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