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李小茂
2020-02-15

$蔚来(NIO)$高瓴不止清仓了蔚来，也清仓了特斯拉……谁也不是神，高瓴也不是

# 高瓴资本清仓蔚来，你怎么看？

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Dannycc
·2020-02-15
机构有产业布局而已，不能说明啥，hillhouse也是波段操作。JD来来回回都清仓加仓几次了。
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- Dannycc回复李小茂:
  医疗是他们常规操作...
  2020-02-17
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- 李小茂:
  在12月份之前清仓特斯拉，尤其是在特斯拉国产进度一再超预期的情况下，这一点我觉得就算高瓴自己人事后也会反思的吧。高瓴加仓医疗，12月份的时候能预测现在的疫情？加仓医疗作为长期持有，策略是没问题的，只是清仓新能源逻辑上有瑕疵，就算它挣了50%收益。
  2020-02-16
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富哥only
·2020-02-18
谁也不是，致敬高瓴
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晨虎
·2020-02-15
从清仓特斯拉的时机看高瓴也不见得高啊！
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- 梭哈蔚来:
  这个资金量赚百分之50知道是多少吗
  2020-02-15
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jiayi_1221
·2020-02-15
高瓴有自己的打法，大资金和小资金打法不同
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大聚宝盆
·2020-02-15
人家只是更加看重了别的行业的投资机会而已！
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股神学友哥
·2020-02-16
会对下礼拜蔚来股市有影响吗
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09乱码
·2020-02-15
他清空新能源进军医疗业
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美股探索者
·2020-02-15
高领最新持有保利物业，启明医疗港股
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