说中国公司具有吸引力_老虎社区_美港股上老虎

说中国公司具有吸引力，但是加仓的是英伟达，

也是醉了。

千亿私募景林调仓：大举加仓台积电、英伟达

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）

千亿私募景林调仓：大举加仓台积电、英伟达

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