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- 利弗莫尔继承人叶吉山利弗莫尔继承人叶吉山
  ·03-07
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- 利弗莫尔继承人叶吉山利弗莫尔继承人叶吉山
  ·2023-01-28
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- 利弗莫尔继承人叶吉山利弗莫尔继承人叶吉山
  ·2022-08-16
  改变不了电车的趋势
  中东土豪“抄底”美股！大手笔建仓了这些股
  中东土豪又开启了买买买模式。
  中东土豪“抄底”美股！大手笔建仓了这些股
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21:53","market":"us","language":"zh","title":"中东土豪“抄底”美股！大手笔建仓了这些股","url":"https://stock-news.laohu8.com/highlight/detail?id=1146690881","media":"华尔街见闻","summary":"中东土豪又开启了买买买模式。","content":"<html><head></head><body><blockquote>中东土豪又开启了买买买模式。</blockquote><p>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。</p><p>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。</p><p><b>大手笔建仓微软、谷歌、亚马逊</b></p><p>当地时间周二，美国证券交易委员会（SEC）披露了沙特公共投资基金（Public Investment Fund, PIF）截至2022年6月30日的第二季度持仓报告(13F)。</p><p>文件显示，PIF在二季度建仓了微软、谷歌母公司Alphabet、贝莱德、摩根大通、亚马逊等个股，持有市值均超过4亿美元。</p><p><img src=\"https://static.tigerbbs.com/89befd291fd69f035f23156b0438f980\" tg-width=\"1023\" tg-height=\"902\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>二季度，PIF还增持了Meta Platforms超过250万股，增持支付平台Pay Pal约610万股、增持游戏公司Electronic Arts超过180万股。</p><p><img src=\"https://static.tigerbbs.com/72237c1ff4287bc0715d2acbc2c21975\" tg-width=\"1024\" tg-height=\"212\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>PIF此次“扫货”与其在2020年疫情期间的操作如出一辙。当时，该基金刚开始构建其股票投资组合，抄底了多家被抛售的美国大蓝筹公司，包括波音、Facebook、花旗。几个月后，股价反弹，PIF又出售了大部分股票套现。从那时起，它在各个行业建立了头寸，包括动视暴雪、Electronic Arts。</p><p>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%。</p><p><b>持仓总市值下滑6%</b></p><p>总体来看，其持仓市值仍然是下降的。</p><p>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%。</p><p><img src=\"https://static.tigerbbs.com/aa65ec563cbf43b47c177c8bd164fb3d\" tg-width=\"351\" tg-height=\"383\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>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。</p><p>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%。</p><p>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。</p><p><img src=\"https://static.tigerbbs.com/9be5c21da034c408a5f9a0d4e3e61c39\" tg-width=\"967\" tg-height=\"354\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>计划到2025年资产翻一番</b></p><p>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。</p><p>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。</p><p>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。</p><p>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。</p><p>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 。</p></body></html>","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>中东土豪“抄底”美股！大手笔建仓了这些股</title>\n<style 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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\">\n中东土豪“抄底”美股！大手笔建仓了这些股\n</h2>\n\n<h4 class=\"meta\">\n\n2022-08-16 21:53 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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（...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7d584aca182a0c36adb16d579518f97f","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146690881","content_text":"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（SEC）披露了沙特公共投资基金（Public Investment Fund, PIF）截至2022年6月30日的第二季度持仓报告(13F)。文件显示，PIF在二季度建仓了微软、谷歌母公司Alphabet、贝莱德、摩根大通、亚马逊等个股，持有市值均超过4亿美元。二季度，PIF还增持了Meta Platforms超过250万股，增持支付平台Pay Pal约610万股、增持游戏公司Electronic Arts超过180万股。PIF此次“扫货”与其在2020年疫情期间的操作如出一辙。当时，该基金刚开始构建其股票投资组合，抄底了多家被抛售的美国大蓝筹公司，包括波音、Facebook、花旗。几个月后，股价反弹，PIF又出售了大部分股票套现。从那时起，它在各个行业建立了头寸，包括动视暴雪、Electronic 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 。","news_type":1},"isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}