David Tepper，也并没有buy China everything

美股投资客

一直说要buy China everything的David Tepper，也倒并没有buy everything。。。基本上40%的中国资产仓位，不过增加了173%的 $拼多多(PDD)$ ，69%的 $京东(JD)$ ，减了一些 $中国海外互联网ETF-KraneShares(KWEB)$ ， $中国大盘股ETF-iShares(FXI)$ 和 $阿里巴巴(BABA)$ ，阿里巴巴还是他最重的持仓

另外一个中概大多头，Michael Burry的持仓，还是继续增持阿里百度，不过应该是出于对冲的目的，买了大量的看跌期权。

为数不多对冲基金里看好中国资产的。不过现在特朗普又上台了，华尔街现在更偏向于“谨慎看多”中国股票了。也不只是中国股市，整个亚洲股市整体表现都不好，“特朗普交易”难道就只能做多美股了？

中概喜迎开门红！能否复刻去年国庆涨势？

中概喜迎开门红！纳斯达克金龙中国指数收涨1.44%。去年国庆期间中概暴涨，这一次国庆是否有望复刻涨势？你有布局哪家公司？

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

33_Tiger
2024-11-18
33_Tiger
真相了

发表看法

1

5

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":371254411759984,"tweetId":"371254411759984","gmtCreate":1731640435819,"gmtModify":1731663908936,"author":{"id":3527667708053704,"idStr":"3527667708053704","authorId":3527667708053704,"authorIdStr":"3527667708053704","name":"美股投资客","avatar":"https://static.tigerbbs.com/e3ff35382e31119a0df3127316bc81de","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":175,"starInvestorFlag":false},"themes":[{"themeId":"709fe710809f461f864f26ad95af2c18","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"中概喜迎开门红！能否复刻去年国庆涨势？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":709fe710809f461f864f26ad95af2c18}&rnconfig={\"headerBarHidden\": true}","description":"中概喜迎开门红！纳斯达克金龙中国指数收涨1.44%。去年国庆期间中概暴涨，这一次国庆是否有望复刻涨势？你有布局哪家公司？","image":"https://static.tigerbbs.com/03d9d1975a100e6ebccdece3aeca0e10"}],"images":[{"img":"https://static.tigerbbs.com/a3d49781b7b0b3c91e6bb338bf2f2976","width":"1894","height":"1096"},{"img":"https://static.tigerbbs.com/d05d7d5985ece6d047f2d776166625ba","width":"1130","height":"848"}],"coverImages":[{"img":"https://static.tigerbbs.com/a3d49781b7b0b3c91e6bb338bf2f2976","width":"1894","height":"1096"}],"title":"David Tepper，也并没有buy China everything","extraTitle":"","html":"<html><head></head><body><p>一直说要buy China everything的David Tepper，也倒并没有buy everything。。。基本上40%的中国资产仓位，不过增加了173%的 <a data-mention-id=\"PDD\" class=\"teditor-mention\" data-mention-name=\"拼多多\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> ，69%的 <a data-mention-id=\"JD\" class=\"teditor-mention\" data-mention-name=\"京东\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> ，减了一些 <a data-mention-id=\"KWEB\" class=\"teditor-mention\" data-mention-name=\"中国海外互联网ETF-KraneShares\" href=\"https://laohu8.com/S/KWEB\">$中国海外互联网ETF-KraneShares(KWEB)$</a> ， <a data-mention-id=\"FXI\" class=\"teditor-mention\" data-mention-name=\"中国大盘股ETF-iShares\" href=\"https://laohu8.com/S/FXI\">$中国大盘股ETF-iShares(FXI)$</a> 和 <a data-mention-id=\"BABA\" class=\"teditor-mention\" data-mention-name=\"阿里巴巴\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> ，阿里巴巴还是他最重的持仓</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3d49781b7b0b3c91e6bb338bf2f2976\" tg-width=\"1894\" tg-height=\"1096\"></p><p></p><p>另外一个中概大多头，Michael Burry的持仓，还是继续增持阿里百度，不过应该是出于对冲的目的，买了大量的看跌期权。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d05d7d5985ece6d047f2d776166625ba\" tg-width=\"1130\" tg-height=\"848\"></p><p></p><p>为数不多对冲基金里看好中国资产的。不过现在特朗普又上台了，华尔街现在更偏向于“谨慎看多”中国股票了。也不只是中国股市，整个亚洲股市整体表现都不好，“特朗普交易”难道就只能做多美股了？</p></body></html>","htmlText":"<html><head></head><body><p>一直说要buy China everything的David Tepper，也倒并没有buy everything。。。基本上40%的中国资产仓位，不过增加了173%的 <a data-mention-id=\"PDD\" class=\"teditor-mention\" data-mention-name=\"拼多多\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> ，69%的 <a data-mention-id=\"JD\" class=\"teditor-mention\" data-mention-name=\"京东\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> ，减了一些 <a data-mention-id=\"KWEB\" class=\"teditor-mention\" data-mention-name=\"中国海外互联网ETF-KraneShares\" href=\"https://laohu8.com/S/KWEB\">$中国海外互联网ETF-KraneShares(KWEB)$</a> ， <a data-mention-id=\"FXI\" class=\"teditor-mention\" data-mention-name=\"中国大盘股ETF-iShares\" href=\"https://laohu8.com/S/FXI\">$中国大盘股ETF-iShares(FXI)$</a> 和 <a data-mention-id=\"BABA\" class=\"teditor-mention\" data-mention-name=\"阿里巴巴\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> ，阿里巴巴还是他最重的持仓</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3d49781b7b0b3c91e6bb338bf2f2976\" tg-width=\"1894\" tg-height=\"1096\"></p><p></p><p>另外一个中概大多头，Michael Burry的持仓，还是继续增持阿里百度，不过应该是出于对冲的目的，买了大量的看跌期权。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d05d7d5985ece6d047f2d776166625ba\" tg-width=\"1130\" tg-height=\"848\"></p><p></p><p>为数不多对冲基金里看好中国资产的。不过现在特朗普又上台了，华尔街现在更偏向于“谨慎看多”中国股票了。也不只是中国股市，整个亚洲股市整体表现都不好，“特朗普交易”难道就只能做多美股了？</p></body></html>","text":"一直说要buy China everything的David Tepper，也倒并没有buy everything。。。基本上40%的中国资产仓位，不过增加了173%的 $拼多多(PDD)$ ，69%的 $京东(JD)$ ，减了一些 $中国海外互联网ETF-KraneShares(KWEB)$ ， $中国大盘股ETF-iShares(FXI)$ 和 $阿里巴巴(BABA)$ ，阿里巴巴还是他最重的持仓 另外一个中概大多头，Michael Burry的持仓，还是继续增持阿里百度，不过应该是出于对冲的目的，买了大量的看跌期权。 为数不多对冲基金里看好中国资产的。不过现在特朗普又上台了，华尔街现在更偏向于“谨慎看多”中国股票了。也不只是中国股市，整个亚洲股市整体表现都不好，“特朗普交易”难道就只能做多美股了？","highlighted":1,"essential":2,"paper":2,"likeSize":5,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/371254411759984","repostId":0,"isVote":1,"tweetType":1,"viewCount":12570,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["BABA","FXI","JD","KWEB","PDD","09988","09618"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":528,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":372298205102344,"commentId":"372298205102344","gmtCreate":1731932771305,"gmtModify":1731932775080,"authorId":740450932848,"author":{"id":740450932848,"idStr":"740450932848","authorId":740450932848,"name":"33_Tiger","avatar":"https://static.tigerbbs.com/aa2c2a58a713dadbb19ede7c4c37d61d","vip":2,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.75%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"hat":"https://static.tigerbbs.com/306aa047bc14b6942cda1aed925cf8c3","crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":371254411759984,"objectIdStr":"371254411759984","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"真相了","text":"真相了","html":"真相了","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/371254411759984"}