千亿私募景林调仓：大举加仓台积电、英伟达_老虎社区_美港股上老虎

千亿私募景林调仓：大举加仓台积电、英伟达

券商中国05-12

5月11日，景林资产向美国证监会（SEC）递交了截至一季度末的13F美股持仓报告。一季度，景林进行了一轮密集的调仓换股。其中，大举加仓台积电、英伟达，并双双升至景林前十大持仓。值得注意的是，由于重仓押注拼多多、微软、META等公司，景林过去一年收获颇丰。景林资产最新表示，当下市场风险偏好回归常态，以目前的价格投资于一些优质的中国公司，其长期风险回报具备吸引力，对市场保持乐观。（券商中国）

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听海666
·05-12
说中国公司具有吸引力，但是加仓的是英伟达，也是醉了。
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也是醉了。","listText":"说中国公司具有吸引力，但是加仓的是英伟达， 也是醉了。","text":"说中国公司具有吸引力，但是加仓的是英伟达， 也是醉了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304994885132384","repostId":2434383785,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":1,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}