1直边走边看
11-13
2023年三季度减仓，现在发，庄家这是生怕捡不到低价筹码啊
贝莱德第三季度减仓蔚来逾四成
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。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":499701969592408,"tweetId":"499701969592408","gmtCreate":1763023181917,"gmtModify":1763023184244,"author":{"id":3575896644131469,"idStr":"3575896644131469","authorId":3575896644131469,"authorIdStr":"3575896644131469","name":"1直边走边看","avatar":"https://static.tigerbbs.com/6bd68883355b0208830081471bafd9a2","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":18,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>2023年三季度减仓，现在发，庄家这是生怕捡不到低价筹码啊</p></body></html>","htmlText":"<html><head></head><body><p>2023年三季度减仓，现在发，庄家这是生怕捡不到低价筹码啊</p></body></html>","text":"2023年三季度减仓，现在发，庄家这是生怕捡不到低价筹码啊","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/499701969592408","repostId":2583553304,"repostType":2,"repost":{"id":"2583553304","kind":"news","pubTimestamp":1763014842,"share":"https://www.laohu8.com/m/news/2583553304?lang=&edition=full","pubTime":"2025-11-13 14:20","market":"us","language":"zh","title":"贝莱德第三季度减仓蔚来逾四成","url":"https://stock-news.laohu8.com/highlight/detail?id=2583553304","media":"电车黑板报","summary":"今年上半年连续两季增持蔚来美股后，全球最大的资产管理机构贝莱德在第三季度减持逾四成股份，持仓规模创年内新低。当地时间11月12日，贝莱德向SEC提交了2025年第三季度13F持仓文件。第一季度和第二季度，贝莱德连续两季增持蔚来美股，增持幅度分别达到65%和12%。从历史持仓来看，贝莱德对小鹏和理想的建仓均始于2020年第三季度。第三季度，贝莱德减持极氪股份近4.5万股，环比减少11%至35.4万股。","content":"<html><body><article><p>今年上半年连续两季增持<a href=\"https://laohu8.com/S/NIO\">蔚来</a>美股后，全球最大的资产管理机构<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>在第三季度减持逾四成股份，持仓规模创年内新低。</p><p>当地时间11月12日，贝莱德向SEC提交了2025年第三季度13F持仓文件。据13f.info数据，贝莱德第三季度减持<a href=\"https://laohu8.com/S/09866\">蔚来</a>美股164.18万股，持仓规模（不含期权）环比减少43%至220.68万股。</p><p>不过，受益于<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>股价在第三季度上涨122%，贝莱德报告期末对其持仓市值环比增加27.4%至1681.5万美元，并连续三个季度上升。第一季度和第二季度，贝莱德连续两季增持蔚来美股，增持幅度分别达到65%和12%。</p><img src=\"https://mmbiz.qpic.cn/sz_mmbiz_jpg/epofLEmUaX06YuoTfdicj2TSRBJHnraVzMic8M3dZVYeCUYsnIsYicUvKEkUfiaClfJs2MlEfPnsoV3DxpVJhoZEicw/640?wx_fmt=jpeg&from=appmsg\"/><p>贝莱德首次买入蔚来美股始于2019年第一季度，当时仅持有23.1万股。此后持仓规模逐季增加，巅峰时一度持有超过6600万股。去年第三季度大幅减持后，贝莱德对蔚来美股的持仓规模从千万级降至百万级。</p><p>截至今年第二季度末，贝莱德在申报持有蔚来美股的机构股东中排名第九。</p><p>在已披露的第三季度13F持仓文件中，贝莱德对蔚来的持股排名暂列第六，排名靠前的机构包括WT Asset Management Ltd、RWC ASSET ADVISORS （US） LLC、花旗和<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>等。</p><p>其中，WT和RWC均为新建仓，分别持有蔚来美股1865.09万股和1046.73万股。前者时隔14个季度再度买入蔚来，后者则间隔19个季度。</p><p>据Eletric-Vehicles援引Fintel数据，蔚来目前共有441家机构股东，合计被持有股份超过1.84亿股。</p><p>对于其他三家中国造车新势力：<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>和<a href=\"https://laohu8.com/S/ZK\">极氪</a>，贝莱德的持有态度不一。</p><p>今年第三季度，贝莱德分别增持小鹏和理想21.45万股和1.44万股，环比分别增加11%、2%。截至报告期末，该机构持有小鹏美股209.23万股，三年来首次超过200万股；对理想美股的持仓规模只有88.76万股，连续三年在100万股上下浮动。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251113143348312v201hmxvy3j2rts\"/><p>从历史持仓来看，贝莱德对小鹏和理想的建仓均始于2020年第三季度。巅峰时期，该机构曾连续三个季度持有小鹏股份超过2000万股，对理想股份则连续四个季度持有近3000万股。2022年第四季度，贝莱德对小鹏和理想均进行了大幅减持，持仓规模断崖式下滑。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251113143348920v201utddd1s4rsb\"/><p>与“蔚小理”相比，贝莱德对极氪股份的持有时间较短，持仓规模也比较有限。去年第三季度，该机构首次建仓极氪，当时买入22.55万股。</p><p>今年第一季度增加至84.8万股并创新高后，连续两季减持。第三季度，贝莱德减持极氪股份近4.5万股，环比减少11%至35.4万股。极氪并入<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>的整体交割工作预计将于今年年底前完成，届时极氪将从<a href=\"https://laohu8.com/S/NYSE\">纽交所</a><span>退市</span>。</p><p>截至报告期末，贝莱德共计持有美股标的5450只，环比减少6只；持仓总市值超过5.7万亿美元，并续刷新高。<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、微软、苹果和亚马逊等十大重仓股，合占该机构投资组合的30.1%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251113143349427v201ltin6ad69hn\"/></article></body></html>","source":"tencent","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>贝莱德第三季度减仓蔚来逾四成</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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贝莱德第三季度减仓蔚来逾四成\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-13 14:20 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251113143406a49e3e4e&s=b><strong>电车黑板报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年上半年连续两季增持蔚来美股后，全球最大的资产管理机构贝莱德在第三季度减持逾四成股份，持仓规模创年内新低。当地时间11月12日，贝莱德向SEC提交了2025年第三季度13F持仓文件。据13f.info数据，贝莱德第三季度减持蔚来美股164.18万股，持仓规模（不含期权）环比减少43%至220.68万股。不过，受益于蔚来股价在第三季度上涨122%，贝莱德报告期末对其持仓市值环比增加27.4%至...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251113143406a49e3e4e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4505":"高瓴资本持仓","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","BK4535":"淡马锡持仓","NIO":"蔚来","NIO.SI":"蔚来","BK4504":"桥水持仓","BLK":"贝莱德","IE00B64PRP62.GBP":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (GBP) ACC","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4588":"碎股","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU1599440770.SGD":"FIDELITY GLOBAL DIVIDEND \"A\" (SGDHDG) INC","IE00B3QW5Z07.USD":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (USD) ACC","LU0742537680.HKD":"FIDELITY GLOBAL DIVIDEND \"A \" (HKD) INC","IE00BVYPNW00.USD":"GUINNESS GLOBAL EQUITY INCOME \"C\" (USD) ACC","IE00B3PB1722.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) INC","BK4548":"巴美列捷福持仓","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU1481011671.HKD":"FIDELITY GLOBAL DIVIDEND \"A\" (HKDHDG) INC","BK4574":"无人驾驶","IE00BGHQF631.EUR":"GUINNESS GLOBAL EQUITY INCOME \"C\" (EUR) ACC","LU0772969993.USD":"FIDELITY GLOBAL DIVIDEND \"A\" (USD) ACC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","IE00B42XCP33.USD":"GUINNESS GLOBAL EQUITY INCOME \"C\" (USD) INC","BK4509":"腾讯概念","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","IE00BGHQF748.EUR":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (EUR) ACC","09866":"蔚来-SW","LU0731783394.SGD":"Fidelity Global Dividend A-MINCOME(G)-SGD","BK4532":"文艺复兴科技持仓","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","BK4531":"中概回港概念","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","BK4099":"汽车制造商","BK4567":"ESG概念","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4555":"新能源车","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU1989771016.USD":"东方汇理环球老龄化投资基金 A2 Acc","LU1291159041.SGD":"CPR Invest - Global Silver Age A2 Acc SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0731783048.USD":"FIDELITY GLOBAL DIVIDEND \"A\" (USD) INC MONTHLY (G)","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251113143406a49e3e4e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2583553304","content_text":"今年上半年连续两季增持蔚来美股后，全球最大的资产管理机构贝莱德在第三季度减持逾四成股份，持仓规模创年内新低。当地时间11月12日，贝莱德向SEC提交了2025年第三季度13F持仓文件。据13f.info数据，贝莱德第三季度减持蔚来美股164.18万股，持仓规模（不含期权）环比减少43%至220.68万股。不过，受益于蔚来股价在第三季度上涨122%，贝莱德报告期末对其持仓市值环比增加27.4%至1681.5万美元，并连续三个季度上升。第一季度和第二季度，贝莱德连续两季增持蔚来美股，增持幅度分别达到65%和12%。贝莱德首次买入蔚来美股始于2019年第一季度，当时仅持有23.1万股。此后持仓规模逐季增加，巅峰时一度持有超过6600万股。去年第三季度大幅减持后，贝莱德对蔚来美股的持仓规模从千万级降至百万级。截至今年第二季度末，贝莱德在申报持有蔚来美股的机构股东中排名第九。在已披露的第三季度13F持仓文件中，贝莱德对蔚来的持股排名暂列第六，排名靠前的机构包括WT Asset Management Ltd、RWC ASSET ADVISORS （US） LLC、花旗和摩根大通等。其中，WT和RWC均为新建仓，分别持有蔚来美股1865.09万股和1046.73万股。前者时隔14个季度再度买入蔚来，后者则间隔19个季度。据Eletric-Vehicles援引Fintel数据，蔚来目前共有441家机构股东，合计被持有股份超过1.84亿股。对于其他三家中国造车新势力：小鹏汽车、理想汽车和极氪，贝莱德的持有态度不一。今年第三季度，贝莱德分别增持小鹏和理想21.45万股和1.44万股，环比分别增加11%、2%。截至报告期末，该机构持有小鹏美股209.23万股，三年来首次超过200万股；对理想美股的持仓规模只有88.76万股，连续三年在100万股上下浮动。从历史持仓来看，贝莱德对小鹏和理想的建仓均始于2020年第三季度。巅峰时期，该机构曾连续三个季度持有小鹏股份超过2000万股，对理想股份则连续四个季度持有近3000万股。2022年第四季度，贝莱德对小鹏和理想均进行了大幅减持，持仓规模断崖式下滑。与“蔚小理”相比，贝莱德对极氪股份的持有时间较短，持仓规模也比较有限。去年第三季度，该机构首次建仓极氪，当时买入22.55万股。今年第一季度增加至84.8万股并创新高后，连续两季减持。第三季度，贝莱德减持极氪股份近4.5万股，环比减少11%至35.4万股。极氪并入吉利汽车的整体交割工作预计将于今年年底前完成，届时极氪将从纽交所退市。截至报告期末，贝莱德共计持有美股标的5450只，环比减少6只；持仓总市值超过5.7万亿美元，并续刷新高。英伟达、微软、苹果和亚马逊等十大重仓股，合占该机构投资组合的30.1%。","news_type":1,"symbols_score_info":{"09866":0.6,"BLK":1.5,"EVS.SI":0.6,"NIO":1.5,"NIO.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":32,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":52,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/499701969592408"}
精彩评论