对冲基金Q3买的最多的是哪些票？

小斯新报道

2023-11-16

根据13F，对冲基金Q3买的最多的5只票分别是：

🤖 AI & LLMs: $亚马逊(AMZN)$ $微软(MSFT)$ $Meta Platforms(META)$

⚙️ 半导体: $美国超微公司(AMD)$ $英伟达(NVDA)$

☁️ 软件: $Elastic N.V.(ESTC)$ , $Okta Inc.(OKTA)$

🌏 电商: $拼多多(PDD)$ , $Sea Ltd(SE)$

💳 支付: $PayPal(PYPL)$ $Block(SQ)$

苹果&阿里合作被审查！阿里还能买吗？

美国监管部门表示已对苹果与阿里的AI合作进行了数月的审查，受此消息影响，阿里股价周一再度承压。不过多家美国大型资管机构近期选择了持续增持阿里股票。【大家觉得审查会对阿里股价造成多大的影响？现在是该继续低位买进吗？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

搞钱树
2023-11-19
搞钱树
支付领域还可以，无论是调整的深度还是时间，看着都差不多了
豆腐王中王
2023-11-19
豆腐王中王
手中有多多的走势很好，我收下了
沙漠追光大海逐风
2023-11-19
沙漠追光大海逐风
买点亚马逊的股票，算是对资本家的认同
期货小当家1号
2023-11-19
期货小当家1号
又到了一年一度的抄作业时机

发表看法

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