美国“大空头”，狂扫中概股！_老虎社区_美港股上老虎

美国“大空头”，狂扫中概股！

中国证券报2023-02-20

2月15日，美股持仓文件披露完毕，资管巨头的动向水落石出。值得注意的是，2022年四季度，随着中国经济开始复苏，好莱坞电影《大空头》原型Michael Burry、高瓴、柏基投资等多家巨头出手加仓中概股，看好中国经济前景。此外，芯片股则出现“甩卖潮”。“大空头”点赞阿里、京东好莱坞电影《大空头》原型Michael Burry开始做多中概股。Michael Burry旗下投资机构Scion资管最新...

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evence
·2023-02-21
癌股2800抄底没毛病问题现在都卖了
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iAm22
·2023-02-21
最近半个多月别人都卖了哦
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风月同天
·2023-02-21
简直是侮辱人的智商
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英和美
·2023-02-21
太好笑了
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Burry去年年末最大的投资动作之一。Scion资管2022年四季度买入较多的美股来源：Whalewisdom.comWind数据显示，2022年四季度，中概股迎来大幅反弹。拼多多股价上涨逾34%，阿里巴巴反弹超过10%。2022年11月至年末，京东股价则上涨超过50%。美国市场人士分析认为，Michael Burry作为一位嗅觉敏锐的价值投资者，在中国复苏的大背景下，或看到这两只中概股股票超卖后的确定性。全球资金追逐中概股“大空头”不是唯一一位对中概股表现出兴趣的投资人。2022年四季度，老牌投资机构柏基投资大手笔增持拼多多、蔚来。高毅资产管理国际前十大重仓股中，中概股占8席，新进买入阿里巴巴和网易。景林资产也大幅加仓拼多多、京东。此外，高瓴旗下HHLR Advisors也对包括阿里巴巴、京东、拼多多在内的11只中概股进行了加仓。在HHLR去年四季度末的全部美股持仓中，中概股合计持有市值占比接近70%。在科技投资方向上，HHLR对微软继续增持2.37万股，持仓数量环比增加15%。此外，全球著名国际矿业公司自由港麦克莫兰首次进入HHLR十大重仓股。资料显示，HHLR 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问题现在都卖了","listText":"癌股2800抄底没毛病 问题现在都卖了","text":"癌股2800抄底没毛病 问题现在都卖了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624053744","repostId":2311894126,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":624067971,"gmtCreate":1676955590893,"gmtModify":1676955592688,"author":{"id":"127367578255012","authorId":"127367578255012","name":"iAm22","avatar":"https://static.tigerbbs.com/2c911514cff6758784e9ec02839cd3c8","vip":1,"crmLevel":2,"crmLevelSwitch":1,"idStr":"127367578255012","authorIdStr":"127367578255012"},"htmlText":"最近半个多月别人都卖了哦","listText":"最近半个多月别人都卖了哦","text":"最近半个多月别人都卖了哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624067971","repostId":2311894126,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":624064697,"gmtCreate":1676954768020,"gmtModify":1676954769840,"author":{"id":"3548219369044091","authorId":"3548219369044091","name":"风月同天","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3548219369044091","authorIdStr":"3548219369044091"},"htmlText":"简直是侮辱人的智商","listText":"简直是侮辱人的智商","text":"简直是侮辱人的智商","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624064697","repostId":2311894126,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":624065136,"gmtCreate":1676953984325,"gmtModify":1676953986229,"author":{"id":"3502539952839658","authorId":"3502539952839658","name":"英和美","avatar":"https://static.tigerbbs.com/e6aa0bd34c8fc8f4f41cfd238df7fce8","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3502539952839658","authorIdStr":"3502539952839658"},"htmlText":"太好笑了","listText":"太好笑了","text":"太好笑了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624065136","repostId":2311894126,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":5,"commentSize":4,"repostSize":0,"favoriteSize":8,"likeStatus":false,"favoriteStatus":false}}