华尔街大鳄 13F 报告追踪：索罗斯长子Q2暴力买入存储芯片与AI算力！韩国股市ETF建仓即位列头号重仓，猛增台积电仓位 - 老虎社区

最新新闻

08-19

索罗斯长子Q2暴力买入存储芯片与AI算力！韩国股市ETF建仓即位列头号重仓，猛增

索罗斯长子Q2暴力买入存储芯片与AI算力！韩国股市ETF建仓即位列头号重仓，猛增

08-17

全球超级富豪集体押注SpaceX(SPCX.US) 十余家家族办公室持仓至少38

全球超级富豪集体押注SpaceX(SPCX.US) 十余家家族办公室持仓至少38

08-17

“AI股神”爆雷前，将56%的资金押注在这两只股票上

“AI股神”爆雷前，将56%的资金押注在这两只股票上

用户讨论

邓文鄧文邓闻

08-17

太空主题就是一个大坑，这波中期选举的SPCX上涨、不知道要把多少人带到坑里去，起码要埋在坑里10年，因为即使民主党上台也不可能高举太空大旗，以前举过一次、把美国国运埋在坑里10年，苏联举过一次直接举没了，

常春藤名校的太空豪赌：哈佛披露22亿SpaceX仓位，为最大单一股票头寸

邓文鄧文邓闻

08-17

太空主题就一大坑，这波中期选举的SPCX上涨不知道要把多少人带到坑里去，

常春藤名校的太空豪赌：哈佛披露22亿SpaceX仓位，为最大单一股票头寸

邓文鄧文邓闻

08-17

这要是没内幕，我是不信的，

传奇投资人德鲁肯米勒Q2大调仓：亚马逊持仓暴增逾十倍，1.2亿美元重返Alphabet，清仓博通、美光等

08-09

这个时候建仓阿斯麦，必然是去接盘了

景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司

08-08

asml和应用材料还可以，买富途和世纪互联是什么鬼？mag7现在确实该清仓，除了疯狂举债给AI输血➕循环融资粉饰报表，把财务风险搞得很难看，中期内又根本见不到回报。

景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司

08-08

说说你对这篇新闻的看法...

景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司

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13:44","market":"us","language":"zh","title":"常春藤名校的太空豪赌：哈佛披露22亿SpaceX仓位，为最大单一股票头寸","url":"https://stock-news.laohu8.com/highlight/detail?id=2659171307","media":"华尔街见闻","summary":"哈佛大学投资管理公司披露持有SpaceX股份22亿美元，成为其43亿美元美股组合中最大单一股票头寸。这笔持仓源于哈佛通过风险投资基金对SpaceX的早期布局，SpaceX今年6月上市后大幅增值。加州大学同期披露约10亿美元SpaceX持仓，多所高校捐赠基金过去十年都在深度押注私募科技资产。","content":"<html><head></head><body><p style=\"text-align: left;\">哈佛押注SpaceX，一笔早年的风险投资，如今变成了学校最大的单一股票头寸。</p><p style=\"text-align: left;\">哈佛大学投资管理公司（Harvard Management Company）在8月14日周五提交的监管文件中披露，其持有SpaceX股份价值22亿美元。这一仓位在哈佛43亿美元的美股投资组合中位居第一，超过其他所有单一股票持仓。</p><p style=\"text-align: left;\">这笔持仓并非近期建仓，而是哈佛通过风险投资基金对SpaceX进行早期投资的结果——部分布局距今已逾十年。SpaceX今年6月完成上市，创下纪录，这批早年入场的大学捐赠基金由此获得了可观的账面回报。</p><p style=\"text-align: left;\">加州大学投资部门同期披露约<strong>10亿美元</strong>SpaceX持仓，北卡罗来纳大学、圣路易斯华盛顿大学亦持有该股。</p><h2 style=\"text-align: left;\">一笔十年前的赌注，今天兑现</h2><p style=\"text-align: left;\">大学捐赠基金投资SpaceX的路径，与普通股票投资者不同。</p><p style=\"text-align: left;\">SpaceX在上市前长期以私募形式运营，外部机构主要通过参与风险投资基金间接持股。哈佛的22亿美元持仓，可能同时包含直接持有的股份，以及通过私募基金分配所得的股票。</p><p style=\"text-align: left;\">这种结构意味着，哈佛的实际入场成本远低于135美元的发行价。上市后的股价涨幅，直接放大了这笔投资的账面价值。</p><p style=\"text-align: left;\">截至2025年6月，哈佛管理公司管理的资产总规模约为570亿美元。22亿美元的SpaceX持仓，约占其整体资产的3.9%。</p><h2 style=\"text-align: left;\">不只是哈佛在押注</h2><p style=\"text-align: left;\">哈佛并非孤例。</p><p style=\"text-align: left;\">据Fox Business报道，加州大学投资部门本周同样提交了监管文件，披露持有SpaceX股份约10亿美元。北卡罗来纳大学和圣路易斯华盛顿大学也持有SpaceX股票。</p><p style=\"text-align: left;\">多所顶尖大学同步披露持仓，折射出一个共同逻辑：过去十年间，大学捐赠基金普遍加大了对风险投资的配置，而SpaceX正是这一策略的核心标的之一。SpaceX上市，相当于为这批机构投资者打开了退出或持续持有的窗口。</p><p style=\"text-align: left;\">目前，SpaceX整体估值超过1.8万亿美元。</p><h2 style=\"text-align: left;\">上市后的股价与大背景</h2><p style=\"text-align: left;\">SpaceX以每股135美元发行上市，此后股价有所波动。周五收盘报140美元，当日下跌0.9%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef03e44a586b9c592c5696be5d108d11\" data-align=\"center\" tg-width=\"1790\" tg-height=\"1174\"/><span></span></p><p style=\"text-align: left;\">对于大学捐赠基金而言，SpaceX上市带来的收益，恰逢其财务压力上升之际。</p><p style=\"text-align: left;\">据Fox Business报道，美国大学捐赠基金目前面临多重压力：联邦科研经费前景不确定、适龄大学生人口减少、私募股权回报走弱。</p><p style=\"text-align: left;\">但整体数据显示，大型捐赠基金近期表现依然强劲。根据Wilshire Trust Universe Comparison Service的数据，管理规模超过5亿美元的捐赠基金，在截至今年6月的一年内，费前中位回报率达到<strong>18.9%</strong>。</p><p style=\"text-align: left;\">SpaceX持仓的增值，无疑是这一表现的重要支撑之一。</p><h2 style=\"text-align: left;\">披露背后的规则</h2><p style=\"text-align: left;\">此次集中披露，有其制度背景。</p><p style=\"text-align: left;\">根据美国证券监管规定，管理超过1亿美元美股资产的投资机构，须在每个季度结束后45天内提交13F表格，披露其在美国交易所上市证券中的持仓情况。</p><p style=\"text-align: left;\">SpaceX完成上市后，其股票正式纳入13F披露范围，这也是哈佛等机构首次在公开文件中正式呈现这一持仓规模。</p><p style=\"text-align: left;\">哈佛管理公司和SpaceX均未就Fox Business的置评请求作出回应。</p></body></html>","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>常春藤名校的太空豪赌：哈佛披露22亿SpaceX仓位，为最大单一股票头寸</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; 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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常春藤名校的太空豪赌：哈佛披露22亿SpaceX仓位，为最大单一股票头寸\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-08-16 13:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">哈佛押注SpaceX，一笔早年的风险投资，如今变成了学校最大的单一股票头寸。</p><p style=\"text-align: left;\">哈佛大学投资管理公司（Harvard Management Company）在8月14日周五提交的监管文件中披露，其持有SpaceX股份价值22亿美元。这一仓位在哈佛43亿美元的美股投资组合中位居第一，超过其他所有单一股票持仓。</p><p style=\"text-align: left;\">这笔持仓并非近期建仓，而是哈佛通过风险投资基金对SpaceX进行早期投资的结果——部分布局距今已逾十年。SpaceX今年6月完成上市，创下纪录，这批早年入场的大学捐赠基金由此获得了可观的账面回报。</p><p style=\"text-align: left;\">加州大学投资部门同期披露约<strong>10亿美元</strong>SpaceX持仓，北卡罗来纳大学、圣路易斯华盛顿大学亦持有该股。</p><h2 style=\"text-align: left;\">一笔十年前的赌注，今天兑现</h2><p style=\"text-align: left;\">大学捐赠基金投资SpaceX的路径，与普通股票投资者不同。</p><p style=\"text-align: left;\">SpaceX在上市前长期以私募形式运营，外部机构主要通过参与风险投资基金间接持股。哈佛的22亿美元持仓，可能同时包含直接持有的股份，以及通过私募基金分配所得的股票。</p><p style=\"text-align: left;\">这种结构意味着，哈佛的实际入场成本远低于135美元的发行价。上市后的股价涨幅，直接放大了这笔投资的账面价值。</p><p style=\"text-align: left;\">截至2025年6月，哈佛管理公司管理的资产总规模约为570亿美元。22亿美元的SpaceX持仓，约占其整体资产的3.9%。</p><h2 style=\"text-align: left;\">不只是哈佛在押注</h2><p style=\"text-align: left;\">哈佛并非孤例。</p><p style=\"text-align: left;\">据Fox Business报道，加州大学投资部门本周同样提交了监管文件，披露持有SpaceX股份约10亿美元。北卡罗来纳大学和圣路易斯华盛顿大学也持有SpaceX股票。</p><p style=\"text-align: left;\">多所顶尖大学同步披露持仓，折射出一个共同逻辑：过去十年间，大学捐赠基金普遍加大了对风险投资的配置，而SpaceX正是这一策略的核心标的之一。SpaceX上市，相当于为这批机构投资者打开了退出或持续持有的窗口。</p><p style=\"text-align: left;\">目前，SpaceX整体估值超过1.8万亿美元。</p><h2 style=\"text-align: left;\">上市后的股价与大背景</h2><p style=\"text-align: left;\">SpaceX以每股135美元发行上市，此后股价有所波动。周五收盘报140美元，当日下跌0.9%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef03e44a586b9c592c5696be5d108d11\" data-align=\"center\" tg-width=\"1790\" tg-height=\"1174\"/><span></span></p><p style=\"text-align: left;\">对于大学捐赠基金而言，SpaceX上市带来的收益，恰逢其财务压力上升之际。</p><p style=\"text-align: left;\">据Fox Business报道，美国大学捐赠基金目前面临多重压力：联邦科研经费前景不确定、适龄大学生人口减少、私募股权回报走弱。</p><p style=\"text-align: left;\">但整体数据显示，大型捐赠基金近期表现依然强劲。根据Wilshire Trust Universe Comparison Service的数据，管理规模超过5亿美元的捐赠基金，在截至今年6月的一年内，费前中位回报率达到<strong>18.9%</strong>。</p><p style=\"text-align: left;\">SpaceX持仓的增值，无疑是这一表现的重要支撑之一。</p><h2 style=\"text-align: left;\">披露背后的规则</h2><p style=\"text-align: left;\">此次集中披露，有其制度背景。</p><p style=\"text-align: left;\">根据美国证券监管规定，管理超过1亿美元美股资产的投资机构，须在每个季度结束后45天内提交13F表格，披露其在美国交易所上市证券中的持仓情况。</p><p style=\"text-align: left;\">SpaceX完成上市后，其股票正式纳入13F披露范围，这也是哈佛等机构首次在公开文件中正式呈现这一持仓规模。</p><p style=\"text-align: left;\">哈佛管理公司和SpaceX均未就Fox Business的置评请求作出回应。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/04e95f113af7067e09b4858cf2943a4a","relate_stocks":{"SPCG":"2倍做空SpaceX ETF-Tradr","ORBX":"Global X Space Tech ETF","SPCH":"2倍做多SpaceX ETF-Leverage Shares","BK4089":"非传统电信运营商","SPAX":"2倍做多SPACEX ETF-T-REX","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","WSPC":"WisdomTree Space Economy UCITS ETF","MARS":"Roundhill Space & Technology ETF","LU1861215975.USD":"贝莱德新一代科技基金 A2","SPCM":"2倍做多SpaceX ETF-Tradr","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","SPCQ":"2倍做空SpaceX ETF-Defiance","SSPC":"2倍做空SpaceX ETF-Leverage Shares","ELOL":"Leverage Shares 100% TSLA and 100% SPCX Daily ETF","WARP":"VanEck Space ETF","UFO":"Procure Space ETF","LOFD":"Direxion Daily SpaceX Bear 2X ETF","SNK":"2倍做空SpaceX ETF-GraniteShares","SPCU":"2倍做多SpaceX ETF-Defiance","XOVR":"ERShares Private-Public Crossover ETF","SPAL":"2倍做多Space X ETF-GraniteShares","LOFF":"2倍做多SpaceX ETF-Direxion","SPCF":"2倍做多SpaceX ETF-ProShares","SPCX":"SPAC and New Issue ETF","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4615":"SpaceX概念"},"source_url":"https://wallstreetcn.com/articles/3779524","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2659171307","content_text":"哈佛押注SpaceX，一笔早年的风险投资，如今变成了学校最大的单一股票头寸。哈佛大学投资管理公司（Harvard Management Company）在8月14日周五提交的监管文件中披露，其持有SpaceX股份价值22亿美元。这一仓位在哈佛43亿美元的美股投资组合中位居第一，超过其他所有单一股票持仓。这笔持仓并非近期建仓，而是哈佛通过风险投资基金对SpaceX进行早期投资的结果——部分布局距今已逾十年。SpaceX今年6月完成上市，创下纪录，这批早年入场的大学捐赠基金由此获得了可观的账面回报。加州大学投资部门同期披露约10亿美元SpaceX持仓，北卡罗来纳大学、圣路易斯华盛顿大学亦持有该股。一笔十年前的赌注，今天兑现大学捐赠基金投资SpaceX的路径，与普通股票投资者不同。SpaceX在上市前长期以私募形式运营，外部机构主要通过参与风险投资基金间接持股。哈佛的22亿美元持仓，可能同时包含直接持有的股份，以及通过私募基金分配所得的股票。这种结构意味着，哈佛的实际入场成本远低于135美元的发行价。上市后的股价涨幅，直接放大了这笔投资的账面价值。截至2025年6月，哈佛管理公司管理的资产总规模约为570亿美元。22亿美元的SpaceX持仓，约占其整体资产的3.9%。不只是哈佛在押注哈佛并非孤例。据Fox Business报道，加州大学投资部门本周同样提交了监管文件，披露持有SpaceX股份约10亿美元。北卡罗来纳大学和圣路易斯华盛顿大学也持有SpaceX股票。多所顶尖大学同步披露持仓，折射出一个共同逻辑：过去十年间，大学捐赠基金普遍加大了对风险投资的配置，而SpaceX正是这一策略的核心标的之一。SpaceX上市，相当于为这批机构投资者打开了退出或持续持有的窗口。目前，SpaceX整体估值超过1.8万亿美元。上市后的股价与大背景SpaceX以每股135美元发行上市，此后股价有所波动。周五收盘报140美元，当日下跌0.9%。对于大学捐赠基金而言，SpaceX上市带来的收益，恰逢其财务压力上升之际。据Fox Business报道，美国大学捐赠基金目前面临多重压力：联邦科研经费前景不确定、适龄大学生人口减少、私募股权回报走弱。但整体数据显示，大型捐赠基金近期表现依然强劲。根据Wilshire Trust Universe Comparison Service的数据，管理规模超过5亿美元的捐赠基金，在截至今年6月的一年内，费前中位回报率达到18.9%。SpaceX持仓的增值，无疑是这一表现的重要支撑之一。披露背后的规则此次集中披露，有其制度背景。根据美国证券监管规定，管理超过1亿美元美股资产的投资机构，须在每个季度结束后45天内提交13F表格，披露其在美国交易所上市证券中的持仓情况。SpaceX完成上市后，其股票正式纳入13F披露范围，这也是哈佛等机构首次在公开文件中正式呈现这一持仓规模。哈佛管理公司和SpaceX均未就Fox Business的置评请求作出回应。","news_type":1,"symbols_score_info":{"WSPC":0.6,"SPCF":0.6,"SPCH":0.6,"LOFD":0.6,"SPAL":1.5,"SPAX":0.6,"SPCQ":0.6,"MARS":0.6,"SSPC":0.6,"UFO":0.6,"SPCG":0.6,"SPCX":2.1,"SPCM":0.6,"SNK":1.5,"XOVR":1.5,"WARP":0.6,"LOFF":0.6,"ORBX":0.6,"ELOL":0.6,"SPCU":1.5}},"isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":597730336891960,"gmtCreate":1786948422076,"gmtModify":1786948424256,"author":{"id":"3503176530513854","authorId":"3503176530513854","name":"邓文 鄧文 邓闻","avatar":"https://static.tigerbbs.com/f2ca16674f05ce7610dac8b312ef4f5b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503176530513854","idStr":"3503176530513854"},"themes":[],"title":"","htmlText":"太空主题就一大坑，这波中期选举的SPCX上涨不知道要把多少人带到坑里去，","listText":"太空主题就一大坑，这波中期选举的SPCX上涨不知道要把多少人带到坑里去，","text":"太空主题就一大坑，这波中期选举的SPCX上涨不知道要把多少人带到坑里去，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/597730336891960","repostId":"2659171307","repostType":4,"repost":{"id":"2659171307","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1786859051,"share":"https://www.laohunote.com/m/news/2659171307?lang=zh_CN&edition=full","pubTime":"2026-08-16 13:44","market":"us","language":"zh","title":"常春藤名校的太空豪赌：哈佛披露22亿SpaceX仓位，为最大单一股票头寸","url":"https://stock-news.laohu8.com/highlight/detail?id=2659171307","media":"华尔街见闻","summary":"哈佛大学投资管理公司披露持有SpaceX股份22亿美元，成为其43亿美元美股组合中最大单一股票头寸。这笔持仓源于哈佛通过风险投资基金对SpaceX的早期布局，SpaceX今年6月上市后大幅增值。加州大学同期披露约10亿美元SpaceX持仓，多所高校捐赠基金过去十年都在深度押注私募科技资产。","content":"<html><head></head><body><p style=\"text-align: left;\">哈佛押注SpaceX，一笔早年的风险投资，如今变成了学校最大的单一股票头寸。</p><p style=\"text-align: left;\">哈佛大学投资管理公司（Harvard Management Company）在8月14日周五提交的监管文件中披露，其持有SpaceX股份价值22亿美元。这一仓位在哈佛43亿美元的美股投资组合中位居第一，超过其他所有单一股票持仓。</p><p style=\"text-align: left;\">这笔持仓并非近期建仓，而是哈佛通过风险投资基金对SpaceX进行早期投资的结果——部分布局距今已逾十年。SpaceX今年6月完成上市，创下纪录，这批早年入场的大学捐赠基金由此获得了可观的账面回报。</p><p style=\"text-align: left;\">加州大学投资部门同期披露约<strong>10亿美元</strong>SpaceX持仓，北卡罗来纳大学、圣路易斯华盛顿大学亦持有该股。</p><h2 style=\"text-align: left;\">一笔十年前的赌注，今天兑现</h2><p style=\"text-align: left;\">大学捐赠基金投资SpaceX的路径，与普通股票投资者不同。</p><p style=\"text-align: left;\">SpaceX在上市前长期以私募形式运营，外部机构主要通过参与风险投资基金间接持股。哈佛的22亿美元持仓，可能同时包含直接持有的股份，以及通过私募基金分配所得的股票。</p><p style=\"text-align: left;\">这种结构意味着，哈佛的实际入场成本远低于135美元的发行价。上市后的股价涨幅，直接放大了这笔投资的账面价值。</p><p style=\"text-align: left;\">截至2025年6月，哈佛管理公司管理的资产总规模约为570亿美元。22亿美元的SpaceX持仓，约占其整体资产的3.9%。</p><h2 style=\"text-align: left;\">不只是哈佛在押注</h2><p style=\"text-align: left;\">哈佛并非孤例。</p><p style=\"text-align: left;\">据Fox Business报道，加州大学投资部门本周同样提交了监管文件，披露持有SpaceX股份约10亿美元。北卡罗来纳大学和圣路易斯华盛顿大学也持有SpaceX股票。</p><p style=\"text-align: left;\">多所顶尖大学同步披露持仓，折射出一个共同逻辑：过去十年间，大学捐赠基金普遍加大了对风险投资的配置，而SpaceX正是这一策略的核心标的之一。SpaceX上市，相当于为这批机构投资者打开了退出或持续持有的窗口。</p><p style=\"text-align: left;\">目前，SpaceX整体估值超过1.8万亿美元。</p><h2 style=\"text-align: left;\">上市后的股价与大背景</h2><p style=\"text-align: left;\">SpaceX以每股135美元发行上市，此后股价有所波动。周五收盘报140美元，当日下跌0.9%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef03e44a586b9c592c5696be5d108d11\" data-align=\"center\" tg-width=\"1790\" tg-height=\"1174\"/><span></span></p><p style=\"text-align: left;\">对于大学捐赠基金而言，SpaceX上市带来的收益，恰逢其财务压力上升之际。</p><p style=\"text-align: left;\">据Fox Business报道，美国大学捐赠基金目前面临多重压力：联邦科研经费前景不确定、适龄大学生人口减少、私募股权回报走弱。</p><p style=\"text-align: left;\">但整体数据显示，大型捐赠基金近期表现依然强劲。根据Wilshire Trust Universe Comparison Service的数据，管理规模超过5亿美元的捐赠基金，在截至今年6月的一年内，费前中位回报率达到<strong>18.9%</strong>。</p><p style=\"text-align: left;\">SpaceX持仓的增值，无疑是这一表现的重要支撑之一。</p><h2 style=\"text-align: left;\">披露背后的规则</h2><p style=\"text-align: left;\">此次集中披露，有其制度背景。</p><p style=\"text-align: left;\">根据美国证券监管规定，管理超过1亿美元美股资产的投资机构，须在每个季度结束后45天内提交13F表格，披露其在美国交易所上市证券中的持仓情况。</p><p style=\"text-align: left;\">SpaceX完成上市后，其股票正式纳入13F披露范围，这也是哈佛等机构首次在公开文件中正式呈现这一持仓规模。</p><p style=\"text-align: left;\">哈佛管理公司和SpaceX均未就Fox Business的置评请求作出回应。</p></body></html>","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\" 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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常春藤名校的太空豪赌：哈佛披露22亿SpaceX仓位，为最大单一股票头寸\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-08-16 13:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">哈佛押注SpaceX，一笔早年的风险投资，如今变成了学校最大的单一股票头寸。</p><p style=\"text-align: left;\">哈佛大学投资管理公司（Harvard Management Company）在8月14日周五提交的监管文件中披露，其持有SpaceX股份价值22亿美元。这一仓位在哈佛43亿美元的美股投资组合中位居第一，超过其他所有单一股票持仓。</p><p style=\"text-align: left;\">这笔持仓并非近期建仓，而是哈佛通过风险投资基金对SpaceX进行早期投资的结果——部分布局距今已逾十年。SpaceX今年6月完成上市，创下纪录，这批早年入场的大学捐赠基金由此获得了可观的账面回报。</p><p style=\"text-align: left;\">加州大学投资部门同期披露约<strong>10亿美元</strong>SpaceX持仓，北卡罗来纳大学、圣路易斯华盛顿大学亦持有该股。</p><h2 style=\"text-align: left;\">一笔十年前的赌注，今天兑现</h2><p style=\"text-align: left;\">大学捐赠基金投资SpaceX的路径，与普通股票投资者不同。</p><p style=\"text-align: left;\">SpaceX在上市前长期以私募形式运营，外部机构主要通过参与风险投资基金间接持股。哈佛的22亿美元持仓，可能同时包含直接持有的股份，以及通过私募基金分配所得的股票。</p><p style=\"text-align: left;\">这种结构意味着，哈佛的实际入场成本远低于135美元的发行价。上市后的股价涨幅，直接放大了这笔投资的账面价值。</p><p style=\"text-align: left;\">截至2025年6月，哈佛管理公司管理的资产总规模约为570亿美元。22亿美元的SpaceX持仓，约占其整体资产的3.9%。</p><h2 style=\"text-align: left;\">不只是哈佛在押注</h2><p style=\"text-align: left;\">哈佛并非孤例。</p><p style=\"text-align: left;\">据Fox Business报道，加州大学投资部门本周同样提交了监管文件，披露持有SpaceX股份约10亿美元。北卡罗来纳大学和圣路易斯华盛顿大学也持有SpaceX股票。</p><p style=\"text-align: left;\">多所顶尖大学同步披露持仓，折射出一个共同逻辑：过去十年间，大学捐赠基金普遍加大了对风险投资的配置，而SpaceX正是这一策略的核心标的之一。SpaceX上市，相当于为这批机构投资者打开了退出或持续持有的窗口。</p><p style=\"text-align: left;\">目前，SpaceX整体估值超过1.8万亿美元。</p><h2 style=\"text-align: left;\">上市后的股价与大背景</h2><p style=\"text-align: left;\">SpaceX以每股135美元发行上市，此后股价有所波动。周五收盘报140美元，当日下跌0.9%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef03e44a586b9c592c5696be5d108d11\" data-align=\"center\" tg-width=\"1790\" tg-height=\"1174\"/><span></span></p><p style=\"text-align: left;\">对于大学捐赠基金而言，SpaceX上市带来的收益，恰逢其财务压力上升之际。</p><p style=\"text-align: left;\">据Fox Business报道，美国大学捐赠基金目前面临多重压力：联邦科研经费前景不确定、适龄大学生人口减少、私募股权回报走弱。</p><p style=\"text-align: left;\">但整体数据显示，大型捐赠基金近期表现依然强劲。根据Wilshire Trust Universe Comparison Service的数据，管理规模超过5亿美元的捐赠基金，在截至今年6月的一年内，费前中位回报率达到<strong>18.9%</strong>。</p><p style=\"text-align: left;\">SpaceX持仓的增值，无疑是这一表现的重要支撑之一。</p><h2 style=\"text-align: left;\">披露背后的规则</h2><p style=\"text-align: left;\">此次集中披露，有其制度背景。</p><p style=\"text-align: left;\">根据美国证券监管规定，管理超过1亿美元美股资产的投资机构，须在每个季度结束后45天内提交13F表格，披露其在美国交易所上市证券中的持仓情况。</p><p style=\"text-align: left;\">SpaceX完成上市后，其股票正式纳入13F披露范围，这也是哈佛等机构首次在公开文件中正式呈现这一持仓规模。</p><p style=\"text-align: left;\">哈佛管理公司和SpaceX均未就Fox Business的置评请求作出回应。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/04e95f113af7067e09b4858cf2943a4a","relate_stocks":{"SPCG":"2倍做空SpaceX ETF-Tradr","ORBX":"Global X Space Tech ETF","SPCH":"2倍做多SpaceX ETF-Leverage Shares","BK4089":"非传统电信运营商","SPAX":"2倍做多SPACEX ETF-T-REX","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","WSPC":"WisdomTree Space Economy UCITS ETF","MARS":"Roundhill Space & Technology ETF","LU1861215975.USD":"贝莱德新一代科技基金 A2","SPCM":"2倍做多SpaceX ETF-Tradr","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","SPCQ":"2倍做空SpaceX ETF-Defiance","SSPC":"2倍做空SpaceX ETF-Leverage Shares","ELOL":"Leverage Shares 100% TSLA and 100% SPCX Daily ETF","WARP":"VanEck Space ETF","UFO":"Procure Space ETF","LOFD":"Direxion Daily SpaceX Bear 2X ETF","SNK":"2倍做空SpaceX ETF-GraniteShares","SPCU":"2倍做多SpaceX ETF-Defiance","XOVR":"ERShares Private-Public Crossover ETF","SPAL":"2倍做多Space X ETF-GraniteShares","LOFF":"2倍做多SpaceX ETF-Direxion","SPCF":"2倍做多SpaceX ETF-ProShares","SPCX":"SPAC and New Issue ETF","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4615":"SpaceX概念"},"source_url":"https://wallstreetcn.com/articles/3779524","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2659171307","content_text":"哈佛押注SpaceX，一笔早年的风险投资，如今变成了学校最大的单一股票头寸。哈佛大学投资管理公司（Harvard Management Company）在8月14日周五提交的监管文件中披露，其持有SpaceX股份价值22亿美元。这一仓位在哈佛43亿美元的美股投资组合中位居第一，超过其他所有单一股票持仓。这笔持仓并非近期建仓，而是哈佛通过风险投资基金对SpaceX进行早期投资的结果——部分布局距今已逾十年。SpaceX今年6月完成上市，创下纪录，这批早年入场的大学捐赠基金由此获得了可观的账面回报。加州大学投资部门同期披露约10亿美元SpaceX持仓，北卡罗来纳大学、圣路易斯华盛顿大学亦持有该股。一笔十年前的赌注，今天兑现大学捐赠基金投资SpaceX的路径，与普通股票投资者不同。SpaceX在上市前长期以私募形式运营，外部机构主要通过参与风险投资基金间接持股。哈佛的22亿美元持仓，可能同时包含直接持有的股份，以及通过私募基金分配所得的股票。这种结构意味着，哈佛的实际入场成本远低于135美元的发行价。上市后的股价涨幅，直接放大了这笔投资的账面价值。截至2025年6月，哈佛管理公司管理的资产总规模约为570亿美元。22亿美元的SpaceX持仓，约占其整体资产的3.9%。不只是哈佛在押注哈佛并非孤例。据Fox Business报道，加州大学投资部门本周同样提交了监管文件，披露持有SpaceX股份约10亿美元。北卡罗来纳大学和圣路易斯华盛顿大学也持有SpaceX股票。多所顶尖大学同步披露持仓，折射出一个共同逻辑：过去十年间，大学捐赠基金普遍加大了对风险投资的配置，而SpaceX正是这一策略的核心标的之一。SpaceX上市，相当于为这批机构投资者打开了退出或持续持有的窗口。目前，SpaceX整体估值超过1.8万亿美元。上市后的股价与大背景SpaceX以每股135美元发行上市，此后股价有所波动。周五收盘报140美元，当日下跌0.9%。对于大学捐赠基金而言，SpaceX上市带来的收益，恰逢其财务压力上升之际。据Fox Business报道，美国大学捐赠基金目前面临多重压力：联邦科研经费前景不确定、适龄大学生人口减少、私募股权回报走弱。但整体数据显示，大型捐赠基金近期表现依然强劲。根据Wilshire Trust Universe Comparison Service的数据，管理规模超过5亿美元的捐赠基金，在截至今年6月的一年内，费前中位回报率达到18.9%。SpaceX持仓的增值，无疑是这一表现的重要支撑之一。披露背后的规则此次集中披露，有其制度背景。根据美国证券监管规定，管理超过1亿美元美股资产的投资机构，须在每个季度结束后45天内提交13F表格，披露其在美国交易所上市证券中的持仓情况。SpaceX完成上市后，其股票正式纳入13F披露范围，这也是哈佛等机构首次在公开文件中正式呈现这一持仓规模。哈佛管理公司和SpaceX均未就Fox Business的置评请求作出回应。","news_type":1,"symbols_score_info":{"WSPC":0.6,"SPCF":0.6,"SPCH":0.6,"LOFD":0.6,"SPAL":1.5,"SPAX":0.6,"SPCQ":0.6,"MARS":0.6,"SSPC":0.6,"UFO":0.6,"SPCG":0.6,"SPCX":2.1,"SPCM":0.6,"SNK":1.5,"XOVR":1.5,"WARP":0.6,"LOFF":0.6,"ORBX":0.6,"ELOL":0.6,"SPCU":1.5}},"isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":597726858412072,"gmtCreate":1786946842597,"gmtModify":1786946861703,"author":{"id":"3503176530513854","authorId":"3503176530513854","name":"邓文 鄧文 邓闻","avatar":"https://static.tigerbbs.com/f2ca16674f05ce7610dac8b312ef4f5b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503176530513854","idStr":"3503176530513854"},"themes":[],"title":"","htmlText":"这要是没内幕，我是不信的，","listText":"这要是没内幕，我是不信的，","text":"这要是没内幕，我是不信的，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/597726858412072","repostId":"2660049109","repostType":4,"repost":{"id":"2660049109","kind":"news","pubTimestamp":1786936800,"share":"https://www.laohunote.com/m/news/2660049109?lang=zh_CN&edition=full","pubTime":"2026-08-17 11:20","market":"us","language":"zh","title":"传奇投资人德鲁肯米勒Q2大调仓：亚马逊持仓暴增逾十倍，1.2亿美元重返Alphabet，清仓博通、美光等","url":"https://stock-news.laohu8.com/highlight/detail?id=2660049109","media":"智通财经","summary":"AI投资布局变化：增持亚马逊、Alphabet，清仓博通等2026年以来，纳指累计上涨15%，AI军备竞赛继续加速。根据最新的13F文件，该机构将亚马逊持仓提高逾十倍，新建约1.2亿美元Alphabet仓位，同时清仓博通、英特尔和美光科技;在AMD、台积电、AI基础设施、航空和媒体等领域也展开大举布局。Alphabet的基本面为这一增持提供了支撑。伯克希尔哈撒韦在2025年第三季度首次披露Alphabet仓位后持续加码，二季度进一步增持83%至1.06亿股。","content":"<html><head></head><body><p style=\"text-align: left;\">8月17日，根据美国证券交易委员会(SEC)披露，传奇基金经理德鲁肯米勒(Stanley Druckenmiller)旗下家族办公室Duquesne Family Office递交了截至2026年6月30日的第二季度美股持仓报告(13F)。</p><p style=\"text-align: left;\">统计数据显示，Duquesne第二季度持仓总市值达到约52.1亿美元，上一季度持仓总市值则约为33.8亿美元。数据显示，Duquesne在第二季度的持仓组合中新增了48只个股，增持了16只个股。同时，该机构减持11只个股，清仓23只个股。其中，前十大持仓标的占Duquesne美股总市值的45.83%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/982a81c938a3fd0db2ecdbdc75896870\" title=\"\" tg-width=\"200\" tg-height=\"120\"/></p><p style=\"text-align: left;\"><strong>AI投资布局变化：增持<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Alphabet，清仓<a href=\"https://laohu8.com/S/AVGO\">博通</a>等</strong></p><p style=\"text-align: left;\">2026年以来，纳指累计上涨15%，AI军备竞赛继续加速。市场预计美国五大超大规模云厂商今年资本开支合计接近7300亿美元，但与此同时，华尔街对云和AI收入能否持续跑赢数据中心投入的质疑也持续升温。</p><p style=\"text-align: left;\">德鲁肯米勒今年早些时候曾表示，AI已不再是其投资组合中的主角，并回忆称去年夏天AI交易“热得令人不安”。然而，二季度的调仓显示他却仍在积极布局AI基础设施和平台型公司，这与其一贯灵活、快速调整的风格一致。</p><p style=\"text-align: left;\">根据最新的13F文件，该机构将亚马逊(AMZN.US)持仓提高逾十倍，新建约1.2亿美元Alphabet(GOOGL.US)仓位，同时清仓<a href=\"https://laohu8.com/S/600455\">博通</a>(AVGO.US)、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC.US)和<a href=\"https://laohu8.com/S/MU\">美光科技</a>(MU.US);在<a href=\"https://laohu8.com/S/AMD\">AMD</a>(AMD.US)、<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)、AI基础设施、航空和媒体等领域也展开大举布局。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1961b81df9e5fa4aadbb9220eb8a66d1\" title=\"\" tg-width=\"200\" tg-height=\"120\"/></p><p style=\"text-align: left;\">具体来看，Duquesne将亚马逊普通股从约4.58万股增至541,600股，增持约495,800股，增幅超过1000%;截至6月30日，这部分持仓市值约1.291亿美元。与此同时，亚马逊看涨期权也增加259,300股至459,300股，市值约1.095亿美元。</p><p style=\"text-align: left;\">据悉，亚马逊二季度业绩表现强劲，AWS云收入同比增长37%至422亿美元，AWS运营利润达到166亿美元，显示出AI资本开支正在转化为云业务增长和利润。</p><p style=\"text-align: left;\">Alphabet方面，Duquesne在上一季度末曾清仓Alphabet，但二季度重新买入336,300股A类股，市值约1.202亿美元。此外，该机构还新增了<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>(META.US)和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)的看涨期权。</p><p style=\"text-align: left;\">Alphabet的基本面为这一增持提供了支撑。二季度Alphabet营收同比增长24%至1198亿美元，运营利润增长30%至408亿美元;Google Cloud收入同比大增82%至248亿美元，云运营利润增长逾两倍至88亿美元。更值得关注的是，Google Cloud积压订单从3月底的4623亿美元增至5139亿美元，公司预计未来24个月将确认其中超过50%。此外，Alphabet同时具备AI平台和基础设施提供商的角色，可通过Gemini、企业AI产品、自研TPU、搜索和云业务多条路径变现。</p><p style=\"text-align: left;\">值得注意的是，Duquesne并非唯一看好Alphabet的知名投资人。<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦在2025年第三季度首次披露Alphabet仓位后持续加码，二季度进一步增持83%至1.06亿股。Alphabet股价已从5月高点400美元以上回落至约346美元，也被部分投资者视为更具吸引力的入场点。</p><p style=\"text-align: left;\">半导体领域是Duquesne本季度调仓最剧烈的板块之一。该机构完全清仓了博通、英特尔和美光科技，同时新建AMD 72,900股仓位。</p><p style=\"text-align: left;\">在AI芯片产业链上，Duquesne继续加仓台积电，增持94,400股至589,680股，季末市值约2.816亿美元。台积电二季度利润同比大增77%，管理层还上调了2026年销售预期和资本开支指引。此外，该机构增持<a href=\"https://laohu8.com/S/STM\">意法半导体</a>(STM.US)490,000股至310万股，市值约2.324亿美元;增持<a href=\"https://laohu8.com/S/STX\">希捷科技</a>(STX.US)71,300股至122,000股，市值约1.177亿美元。意法半导体二季度销售增长26%，管理层预计AI数据中心和近地轨道项目将带来进一步加速。</p><p style=\"text-align: left;\">与此同时，Duquesne将<a href=\"https://laohu8.com/S/ARM\">Arm</a> Holdings(ARM.US)仓位减持超过70%。</p><p style=\"text-align: left;\"><strong>其它重大调仓动作</strong></p><p style=\"text-align: left;\">除了半导体，Duquesne还将资金投向更广泛的AI基础设施领域。二季度该机构买入超过400万股Bitdeer Technologies(BTDR.US)，并新建<a href=\"https://laohu8.com/S/RIOT\">Riot Platforms</a>(RIOT.US)754,800股仓位。</p><p style=\"text-align: left;\">航空股方面，Duquesne新建<a href=\"https://laohu8.com/S/DAL\">达美航空</a>(DAL.US)603,000股仓位，并将<a href=\"https://laohu8.com/S/UAL\">美联航</a>(UAL.US)持仓增至794,795股，几乎增至三倍。媒体股方面，该机构新建福克斯公司(FOX.US,FOXA.US)仓位，其中A类股约220万股，市值约1.15亿美元，整体福克斯公司持仓约280万股。</p><p style=\"text-align: left;\">医疗健康领域也有明显动作。Duquesne增持<a href=\"https://laohu8.com/S/INSM\">Insmed</a>(INSM.US)270,600股至142万股，市值约1.519亿美元，同时新建覆盖约135万股的看涨期权，市值约1.439亿美元。Natera(NTRA.US)仓位增加122,700股至319万股，季末市值约8.649亿美元，为该组合重要持仓之一。</p><p style=\"text-align: left;\">此外，Duquesne二季度清仓了<a href=\"https://laohu8.com/S/NET\">Cloudflare</a>(NET.US)和<a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a>(MELI.US)，并将<a href=\"https://laohu8.com/S/AA\">美国铝业</a>(AA.US)仓位减持超过70%。</p><p style=\"text-align: left;\">Duquesne还重燃了对中国科技行业的兴趣，第二季度建仓百度(BIDU.US)ADR，买入8.8万份，占其投资组合的0.2%。百度今年5月发布的2026年Q1财报显示，AI收入占比首次过半，已成为其增长的核心驱动力。该公司将于本周二公布2026年Q2财报。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/803f77eee69b32786663bb869997c134\" title=\"\" tg-width=\"200\" tg-height=\"120\"/></p></body></html>","source":"stock_zhitongcaijing","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>传奇投资人德鲁肯米勒Q2大调仓：亚马逊持仓暴增逾十倍，1.2亿美元重返Alphabet，清仓博通、美光等</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{ 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}\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传奇投资人德鲁肯米勒Q2大调仓：亚马逊持仓暴增逾十倍，1.2亿美元重返Alphabet，清仓博通、美光等\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-17 11:20 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1480583.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月17日，根据美国证券交易委员会(SEC)披露，传奇基金经理德鲁肯米勒(Stanley Druckenmiller)旗下家族办公室Duquesne Family Office递交了截至2026年6月30日的第二季度美股持仓报告(13F)。统计数据显示，Duquesne第二季度持仓总市值达到约52.1亿美元，上一季度持仓总市值则约为33.8亿美元。数据显示，Duquesne在第二季度的持仓组合中...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1480583.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cde2e4fc86b629e1a7a7708ea53eb694","relate_stocks":{"MU":"美光科技","AVGX":"2倍做多AVGO ETF-Defiance","EFIV":"SPDR S&P 500 ESG ETF","XLK":"高科技指数ETF-SPDR","AMZW":"Roundhill AMZN WeeklyPay™ ETF","GOOX":"2倍做多GOOG ETF-T-REX","AVGW":"Roundhill AVGO WeeklyPay ETF","WLDR":"Affinity World Leaders Equity ETF","AMZY":"AMZN期权收益策略ETF-YieldMax","AMZZ":"2倍做多AMZN ETF-GraniteShares","SMH":"半导体指数ETF-HOLDRs","GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","THMR":"THOR AdaptiveRisk Dynamic ETF","AVL":"2倍做多AVGO ETF-Direxion","CGGO":"Capital Group Global Growth Equity ETF","TEK":"iShares Technology Opportunities Active ETF","VOX":"电信业ETF-Vanguard","SOXX":"iShares费城交易所半导体ETF","XDAT":"Franklin Exponential Data ETF","GOOG":"谷歌","CGBL":"Capital Group Core Balanced Etf","GOOGL":"谷歌A","AVGG":"2倍做多AVGO ETF-Leverage Shares","FDTX":"Fidelity Disruptive Technology ETF","AMZN":"亚马逊","WUGI":"AXS Esoterica NextG Economy ETF","EGGY":"NESTYIELD DYNAMIC INCOME SHIELD ETF","USXF":"iShares ESG Advanced MSCI USA ETF","AMZD":"1倍做空AMZN ETF-Direxion","GOOY":"GOOGL期权收益策略ETF-YieldMax","ILDR":"First Trust Innovation Leaders ETF","VGT":"信息技术ETF-Vanguard","USD":"ProShares Ultra Semiconductors","RTH":"零售指数ETF-HOLDRs","SOXQ":"Invesco PHLX Semiconductor ETF","AMZU":"2倍做多AMZN ETF-Direxion","DRMY":"XFUNDS Memory Income ETF","AVGO":"博通","SMHX":"VanEck Fabless Semiconductor ETF","SPTE":"SP FUNDS S&P GLOBAL TECHNOLOGY ETF","SNPE":"Xtrackers S&P 500 Scored & Screened ETF","HULL":"Corgi Shipping & Global Logistics ETF","GOU":"GraniteShares 2x Long GOOGL Daily ETF","AMZP":"KURV YIELD PREMIUM STRATEGY AMAZON (AMZN) ETF","CGDG":"Capital Group Dividend Growers ETF","ARTY":"ISHARES FUTURE AI & TECH ETF","IXN":"iShares Trust S&P Global Informa","TDIV":"第一信托纳斯达克科技股利指数基金"},"source_url":"http://www.zhitongcaijing.com/content/detail/1480583.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2660049109","content_text":"8月17日，根据美国证券交易委员会(SEC)披露，传奇基金经理德鲁肯米勒(Stanley Druckenmiller)旗下家族办公室Duquesne Family Office递交了截至2026年6月30日的第二季度美股持仓报告(13F)。统计数据显示，Duquesne第二季度持仓总市值达到约52.1亿美元，上一季度持仓总市值则约为33.8亿美元。数据显示，Duquesne在第二季度的持仓组合中新增了48只个股，增持了16只个股。同时，该机构减持11只个股，清仓23只个股。其中，前十大持仓标的占Duquesne美股总市值的45.83%。AI投资布局变化：增持亚马逊、Alphabet，清仓博通等2026年以来，纳指累计上涨15%，AI军备竞赛继续加速。市场预计美国五大超大规模云厂商今年资本开支合计接近7300亿美元，但与此同时，华尔街对云和AI收入能否持续跑赢数据中心投入的质疑也持续升温。德鲁肯米勒今年早些时候曾表示，AI已不再是其投资组合中的主角，并回忆称去年夏天AI交易“热得令人不安”。然而，二季度的调仓显示他却仍在积极布局AI基础设施和平台型公司，这与其一贯灵活、快速调整的风格一致。根据最新的13F文件，该机构将亚马逊(AMZN.US)持仓提高逾十倍，新建约1.2亿美元Alphabet(GOOGL.US)仓位，同时清仓博通(AVGO.US)、英特尔(INTC.US)和美光科技(MU.US);在AMD(AMD.US)、台积电(TSM.US)、AI基础设施、航空和媒体等领域也展开大举布局。具体来看，Duquesne将亚马逊普通股从约4.58万股增至541,600股，增持约495,800股，增幅超过1000%;截至6月30日，这部分持仓市值约1.291亿美元。与此同时，亚马逊看涨期权也增加259,300股至459,300股，市值约1.095亿美元。据悉，亚马逊二季度业绩表现强劲，AWS云收入同比增长37%至422亿美元，AWS运营利润达到166亿美元，显示出AI资本开支正在转化为云业务增长和利润。Alphabet方面，Duquesne在上一季度末曾清仓Alphabet，但二季度重新买入336,300股A类股，市值约1.202亿美元。此外，该机构还新增了Meta Platforms(META.US)和特斯拉(TSLA.US)的看涨期权。Alphabet的基本面为这一增持提供了支撑。二季度Alphabet营收同比增长24%至1198亿美元，运营利润增长30%至408亿美元;Google Cloud收入同比大增82%至248亿美元，云运营利润增长逾两倍至88亿美元。更值得关注的是，Google Cloud积压订单从3月底的4623亿美元增至5139亿美元，公司预计未来24个月将确认其中超过50%。此外，Alphabet同时具备AI平台和基础设施提供商的角色，可通过Gemini、企业AI产品、自研TPU、搜索和云业务多条路径变现。值得注意的是，Duquesne并非唯一看好Alphabet的知名投资人。伯克希尔哈撒韦在2025年第三季度首次披露Alphabet仓位后持续加码，二季度进一步增持83%至1.06亿股。Alphabet股价已从5月高点400美元以上回落至约346美元，也被部分投资者视为更具吸引力的入场点。半导体领域是Duquesne本季度调仓最剧烈的板块之一。该机构完全清仓了博通、英特尔和美光科技，同时新建AMD 72,900股仓位。在AI芯片产业链上，Duquesne继续加仓台积电，增持94,400股至589,680股，季末市值约2.816亿美元。台积电二季度利润同比大增77%，管理层还上调了2026年销售预期和资本开支指引。此外，该机构增持意法半导体(STM.US)490,000股至310万股，市值约2.324亿美元;增持希捷科技(STX.US)71,300股至122,000股，市值约1.177亿美元。意法半导体二季度销售增长26%，管理层预计AI数据中心和近地轨道项目将带来进一步加速。与此同时，Duquesne将Arm Holdings(ARM.US)仓位减持超过70%。其它重大调仓动作除了半导体，Duquesne还将资金投向更广泛的AI基础设施领域。二季度该机构买入超过400万股Bitdeer Technologies(BTDR.US)，并新建Riot Platforms(RIOT.US)754,800股仓位。航空股方面，Duquesne新建达美航空(DAL.US)603,000股仓位，并将美联航(UAL.US)持仓增至794,795股，几乎增至三倍。媒体股方面，该机构新建福克斯公司(FOX.US,FOXA.US)仓位，其中A类股约220万股，市值约1.15亿美元，整体福克斯公司持仓约280万股。医疗健康领域也有明显动作。Duquesne增持Insmed(INSM.US)270,600股至142万股，市值约1.519亿美元，同时新建覆盖约135万股的看涨期权，市值约1.439亿美元。Natera(NTRA.US)仓位增加122,700股至319万股，季末市值约8.649亿美元，为该组合重要持仓之一。此外，Duquesne二季度清仓了Cloudflare(NET.US)和MercadoLibre(MELI.US)，并将美国铝业(AA.US)仓位减持超过70%。Duquesne还重燃了对中国科技行业的兴趣，第二季度建仓百度(BIDU.US)ADR，买入8.8万份，占其投资组合的0.2%。百度今年5月发布的2026年Q1财报显示，AI收入占比首次过半，已成为其增长的核心驱动力。该公司将于本周二公布2026年Q2财报。","news_type":1,"symbols_score_info":{"HULL":0.6,"TEK":0.6,"VGT":0.6,"AMZZ":0.6,"AMZU":0.6,"AVGG":0.6,"ARTY":0.6,"TDIV":0.6,"SMH":0.6,"GOU":0.6,"VOX":0.6,"SOXX":0.6,"IXN":0.6,"EGGY":0.6,"AVGX":0.6,"SMHX":0.6,"AMZP":0.6,"RTH":0.6,"GOOP":0.6,"AVGW":0.6,"THMR":0.6,"EFIV":0.6,"SPTE":0.6,"WUGI":0.6,"XDAT":0.6,"FDTX":0.6,"GOOGL":1.5,"CGDG":0.6,"AMZN":1.5,"GOOG":1.5,"XLK":0.6,"AVGO":1.5,"AMZD":0.6,"GOOX":0.6,"DRMY":0.6,"SNPE":0.6,"USD":0.6,"CGGO":0.6,"SOXQ":0.6,"AVL":0.6,"USXF":0.6,"CGBL":0.6,"AMZW":0.6,"AMZY":0.6,"WLDR":0.6,"MU":1.5,"GOOY":0.6,"ILDR":0.6}},"isVote":1,"tweetType":1,"viewCount":611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":594788491518728,"gmtCreate":1786230257397,"gmtModify":1786230259739,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"BenBina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540680319507322","idStr":"3540680319507322"},"themes":[],"title":"","htmlText":"这个时候建仓阿斯麦，必然是去接盘了","listText":"这个时候建仓阿斯麦，必然是去接盘了","text":"这个时候建仓阿斯麦，必然是去接盘了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/594788491518728","repostId":"2657274506","repostType":4,"repost":{"id":"2657274506","kind":"news","pubTimestamp":1786175316,"share":"https://www.laohunote.com/m/news/2657274506?lang=zh_CN&edition=full","pubTime":"2026-08-08 15:48","market":"fut","language":"zh","title":"景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2657274506","media":"智通财经","summary":"统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。值得注意的是，景林资产Q2建仓阿斯麦、美国光模块制造商$Applied Optoelectronics$、$世纪互联$、$应用材料$等AI算力产业链公司，清仓Meta Platforms Inc.、$英伟达$、$亚马逊$等热门科技股以及光学/光模块组件供应商Lumentum。与此同时，该机构还大幅减持Meta、亚马逊、英伟达。","content":"<html><head></head><body><p style=\"text-align: left;\">智通财经APP获悉，根据美国证券交易委员会(SEC)披露，景林资产递交了截至2026年6月30日的第二季度持仓报告(13F)。该机构大幅减持<a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc.(META.US)等热门科技股，并布局阿斯麦(<a href=\"https://laohu8.com/S/ASML\">ASML</a>.US)的AI算力产业链公司。</p><p style=\"text-align: left;\">统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。该机构在第二季度的持仓组合中新增了4只个股，增持1只个股，减持11只个股，清仓8只个股。其中，前十大持仓标的占总市值的95.31%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/042450fa91d550f8e51053132f717f57\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p><p style=\"text-align: left;\"><strong>前五大重仓股</strong>中，Alphabet(GOOGL.US) 位列第一，持仓约181.04万股，持仓市值约6.47亿美元，占投资组合比例为29.60%，持仓数量较上季度大幅减少38%。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC.US)位列第二，持仓约275.12万股，持仓市值约3.84亿美元，占投资组合比例为17.58%，持仓数量较上季度大幅减少60%。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/PDD\">拼多多</a>(PDD.US)位列第三，持仓约478.57万股，持仓市值约3.65亿美元，占投资组合比例为16.70%。</p><p style=\"text-align: left;\">满帮集团(YMM.US)位列第四，持仓约3945万股，持仓市值约3.20亿美元，占投资组合比例为14.66%%。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/FUTU\">富途控股</a> (FUTU.US) 位列五，持仓约109万股，持仓市值约1.03亿美元，占投资组合比例为4.69%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a785b396627fec5756576a6ede8bbb54\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p><p style=\"text-align: left;\">值得注意的是，景林资产Q2<strong>建仓</strong>阿斯麦(ASML.US)、美国光模块制造商<a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a>(AAOI.US)、<a href=\"https://laohu8.com/S/VNET\">世纪互联</a>(VNET.US)、<a href=\"https://laohu8.com/S/AMAT\">应用材料</a>(AMAT.US)等AI算力产业链公司，<strong>清仓</strong>Meta Platforms Inc.(META.US)、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)等热门科技股以及光学/光模块组件供应商Lumentum(LITE.US)。</p><p style=\"text-align: left;\">从持仓比例变化来看，前五大买入标的分别是：富途控股、阿斯麦、Applied Optoelectronics、世纪互联、应用材料。与此同时，该机构还大幅减持Meta、亚马逊、英伟达。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b9ad2baa71b35910722673353bbf3907\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p></body></html>","source":"stock_zhitongcaijing","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>景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司</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{ 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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景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-08 15:48 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1477642.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，根据美国证券交易委员会(SEC)披露，景林资产递交了截至2026年6月30日的第二季度持仓报告(13F)。该机构大幅减持Meta Platforms Inc.(META.US)等热门科技股，并布局阿斯麦(ASML.US)的AI算力产业链公司。统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。该机构在第二季度的持仓组合中新增了4只个股，增持1只个股，减持...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1477642.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/c483369c55f5485ff50c61c282f0963b","relate_stocks":{"SG9999002232.USD":"Allianz Global High Payout USD","SHOC":"Strive U.S. Semiconductor ETF","KWEB":"中国海外互联网ETF-KraneShares","VNET":"世纪互联","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","IFLR":"Innovator International Developed Managed Floor 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位列五，持仓约109万股，持仓市值约1.03亿美元，占投资组合比例为4.69%。值得注意的是，景林资产Q2建仓阿斯麦(ASML.US)、美国光模块制造商Applied Optoelectronics(AAOI.US)、世纪互联(VNET.US)、应用材料(AMAT.US)等AI算力产业链公司，清仓Meta Platforms Inc.(META.US)、英伟达(NVDA.US)、亚马逊(AMZN.US)等热门科技股以及光学/光模块组件供应商Lumentum(LITE.US)。从持仓比例变化来看，前五大买入标的分别是：富途控股、阿斯麦、Applied Optoelectronics、世纪互联、应用材料。与此同时，该机构还大幅减持Meta、亚马逊、英伟达。","news_type":1,"symbols_score_info":{"ARTY":0.6,"NVD3.UK":0.6,"IXN":0.6,"04336":1.84,"SOXX":0.6,"XNTK":0.6,"QQQG":0.6,"TTXU":0.6,"FBY":0.6,"METU":0.6,"SNPE":0.6,"NVDA":1.84,"VGT":0.6,"ASMU":0.6,"3NVD.UK":0.6,"TINY":0.6,"AGOX":0.6,"AIS":0.6,"XLK":0.6,"HBMX":0.6,"GGLL":0.6,"ESUM":0.6,"FCOM":0.6,"GXPC":0.6,"EPAI":0.6,"IEFA":0.6,"07788":0.6,"AZYY":0.6,"GOOX":0.6,"NVDO":0.6,"NVDB":0.6,"NVDW":0.6,"03165":0.6,"IFLR":0.6,"USAW.SI":0.6,"NVIW.SI":0.6,"SPTE":0.6,"AIPI":0.6,"LFGY":0.6,"CLSE":0.6,"LUMA":0.6,"AMZW":0.6,"AMZY":0.6,"GOOY":0.6,"AMZU":0.6,"GSID":0.6,"DBEU":0.6,"TRUC":0.6,"AMZP":0.6,"PDD":1.86,"NVYY":0.6,"LITX":0.6,"GOOW":0.6,"AMZD":0.6,"FFGX":0.6,"USD":0.6,"NVD2.UK":0.6,"LITE":1.82,"INTW":0.6,"PDDL":0.6,"AAOI":1.85,"XDAT":0.6,"FTXL":0.6,"METW":0.6,"LTL":0.6,"ASML":1.9,"DRAG":0.6,"METV":0.6,"SHOC":0.6,"TYLG":0.6,"GOOP":0.6,"EFIV":0.6,"NVDG":0.6,"ANV":0.6,"CMAG":0.6,"CGIC":0.6,"LAZR":0.6,"SOCL":0.6,"JGRO":0.6,"HULL":0.6,"FAI":0.6,"GAMR":0.6,"EGGY":0.6,"FBYY":0.6,"OGIG":0.6,"XITK":0.6,"IETC":0.6,"GGLS":0.6,"NVDL":0.6,"TDV":0.6,"LINT":0.6,"AIQ":0.6,"NVDS.UK":0.6,"WISE":0.6,"QQQA":0.6,"CQTM":0.6,"YMM":1.85,"TEK":0.6,"GOU":0.6,"EFA":0.6,"AAOX":0.6,"FTEC":0.6,"RDVI":0.6,"RDVY":0.6,"AMZN":1.84,"ONLN":0.6,"SOXQ":0.6,"KWEB":0.6,"CHAT":0.6,"VNET":1.84,"META":1.91,"FDTX":0.6,"NVDX":0.6,"KPDD":0.6,"CNEQ":0.6,"NVD":0.6,"USXF":0.6,"NVDS":0.6,"VT":0.6,"DRIV":0.6,"CHPX":0.6,"SNVD.UK":0.6,"ESLG":0.6,"CLIX":0.6,"ILOW":0.6,"ILDR":0.6,"FOTO":0.6,"METD":0.6,"NVDQ":0.6,"07388":0.6,"VOX":0.6,"SMHX":0.6,"DIPS":0.6,"RTH":0.6,"SKYY":0.6,"NVII":0.6,"WANT":0.6,"DBEF":0.6,"AIFD":0.6,"NULC":0.6,"AMAT":1.84,"AMZZ":0.6,"ROM":0.6,"SMH":0.6,"FBL":0.6,"TTEQ":0.6,"ABFL":0.6,"GOOGL":1.86,"04335":1.86,"RSPC":0.6,"PQNT":0.6,"LEGR":0.6,"FDNI":0.6,"THMR":0.6,"2NVD.UK":0.6,"WUGI":0.6,"NVDD":0.6,"ASMH":0.6,"XLC":0.6,"ASMG":0.6,"CHPS":0.6,"SOXY":0.6,"NVDY":0.6,"PSI":0.6,"TRFK":0.6,"INTC":1.86,"NVDU":0.6,"FENI":0.6}},"isVote":1,"tweetType":1,"viewCount":774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":594650185466864,"gmtCreate":1786196431232,"gmtModify":1786196964477,"author":{"id":"3498680662745699","authorId":"3498680662745699","name":"Mediator","avatar":"https://static.tigerbbs.com/d8e87dde6bf3c649a64fab23f1240a60","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3498680662745699","idStr":"3498680662745699"},"themes":[],"title":"","htmlText":"asml和应用材料还可以，买富途和世纪互联是什么鬼？mag7现在确实该清仓，除了疯狂举债给AI输血➕循环融资粉饰报表，把财务风险搞得很难看，中期内又根本见不到回报。","listText":"asml和应用材料还可以，买富途和世纪互联是什么鬼？mag7现在确实该清仓，除了疯狂举债给AI输血➕循环融资粉饰报表，把财务风险搞得很难看，中期内又根本见不到回报。","text":"asml和应用材料还可以，买富途和世纪互联是什么鬼？mag7现在确实该清仓，除了疯狂举债给AI输血➕循环融资粉饰报表，把财务风险搞得很难看，中期内又根本见不到回报。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/594650185466864","repostId":"2657274506","repostType":2,"repost":{"id":"2657274506","kind":"news","pubTimestamp":1786175316,"share":"https://www.laohunote.com/m/news/2657274506?lang=zh_CN&edition=full","pubTime":"2026-08-08 15:48","market":"fut","language":"zh","title":"景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2657274506","media":"智通财经","summary":"统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。值得注意的是，景林资产Q2建仓阿斯麦、美国光模块制造商$Applied Optoelectronics$、$世纪互联$、$应用材料$等AI算力产业链公司，清仓Meta Platforms Inc.、$英伟达$、$亚马逊$等热门科技股以及光学/光模块组件供应商Lumentum。与此同时，该机构还大幅减持Meta、亚马逊、英伟达。","content":"<html><head></head><body><p style=\"text-align: left;\">智通财经APP获悉，根据美国证券交易委员会(SEC)披露，景林资产递交了截至2026年6月30日的第二季度持仓报告(13F)。该机构大幅减持<a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc.(META.US)等热门科技股，并布局阿斯麦(<a href=\"https://laohu8.com/S/ASML\">ASML</a>.US)的AI算力产业链公司。</p><p style=\"text-align: left;\">统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。该机构在第二季度的持仓组合中新增了4只个股，增持1只个股，减持11只个股，清仓8只个股。其中，前十大持仓标的占总市值的95.31%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/042450fa91d550f8e51053132f717f57\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p><p style=\"text-align: left;\"><strong>前五大重仓股</strong>中，Alphabet(GOOGL.US) 位列第一，持仓约181.04万股，持仓市值约6.47亿美元，占投资组合比例为29.60%，持仓数量较上季度大幅减少38%。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC.US)位列第二，持仓约275.12万股，持仓市值约3.84亿美元，占投资组合比例为17.58%，持仓数量较上季度大幅减少60%。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/PDD\">拼多多</a>(PDD.US)位列第三，持仓约478.57万股，持仓市值约3.65亿美元，占投资组合比例为16.70%。</p><p style=\"text-align: left;\">满帮集团(YMM.US)位列第四，持仓约3945万股，持仓市值约3.20亿美元，占投资组合比例为14.66%%。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/FUTU\">富途控股</a> (FUTU.US) 位列五，持仓约109万股，持仓市值约1.03亿美元，占投资组合比例为4.69%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a785b396627fec5756576a6ede8bbb54\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p><p style=\"text-align: left;\">值得注意的是，景林资产Q2<strong>建仓</strong>阿斯麦(ASML.US)、美国光模块制造商<a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a>(AAOI.US)、<a href=\"https://laohu8.com/S/VNET\">世纪互联</a>(VNET.US)、<a href=\"https://laohu8.com/S/AMAT\">应用材料</a>(AMAT.US)等AI算力产业链公司，<strong>清仓</strong>Meta Platforms Inc.(META.US)、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)等热门科技股以及光学/光模块组件供应商Lumentum(LITE.US)。</p><p style=\"text-align: left;\">从持仓比例变化来看，前五大买入标的分别是：富途控股、阿斯麦、Applied Optoelectronics、世纪互联、应用材料。与此同时，该机构还大幅减持Meta、亚马逊、英伟达。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b9ad2baa71b35910722673353bbf3907\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p></body></html>","source":"stock_zhitongcaijing","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>景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司</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{ 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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景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-08 15:48 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1477642.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，根据美国证券交易委员会(SEC)披露，景林资产递交了截至2026年6月30日的第二季度持仓报告(13F)。该机构大幅减持Meta Platforms Inc.(META.US)等热门科技股，并布局阿斯麦(ASML.US)的AI算力产业链公司。统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。该机构在第二季度的持仓组合中新增了4只个股，增持1只个股，减持...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1477642.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/c483369c55f5485ff50c61c282f0963b","relate_stocks":{"SG9999002232.USD":"Allianz Global High Payout USD","SHOC":"Strive U.S. Semiconductor ETF","KWEB":"中国海外互联网ETF-KraneShares","VNET":"世纪互联","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","IFLR":"Innovator International Developed Managed Floor 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位列五，持仓约109万股，持仓市值约1.03亿美元，占投资组合比例为4.69%。值得注意的是，景林资产Q2建仓阿斯麦(ASML.US)、美国光模块制造商Applied Optoelectronics(AAOI.US)、世纪互联(VNET.US)、应用材料(AMAT.US)等AI算力产业链公司，清仓Meta Platforms Inc.(META.US)、英伟达(NVDA.US)、亚马逊(AMZN.US)等热门科技股以及光学/光模块组件供应商Lumentum(LITE.US)。从持仓比例变化来看，前五大买入标的分别是：富途控股、阿斯麦、Applied Optoelectronics、世纪互联、应用材料。与此同时，该机构还大幅减持Meta、亚马逊、英伟达。","news_type":1,"symbols_score_info":{"ARTY":0.6,"NVD3.UK":0.6,"IXN":0.6,"04336":1.84,"SOXX":0.6,"XNTK":0.6,"QQQG":0.6,"TTXU":0.6,"FBY":0.6,"METU":0.6,"SNPE":0.6,"NVDA":1.84,"VGT":0.6,"ASMU":0.6,"3NVD.UK":0.6,"TINY":0.6,"AGOX":0.6,"AIS":0.6,"XLK":0.6,"HBMX":0.6,"GGLL":0.6,"ESUM":0.6,"FCOM":0.6,"GXPC":0.6,"EPAI":0.6,"IEFA":0.6,"07788":0.6,"AZYY":0.6,"GOOX":0.6,"NVDO":0.6,"NVDB":0.6,"NVDW":0.6,"03165":0.6,"IFLR":0.6,"USAW.SI":0.6,"NVIW.SI":0.6,"SPTE":0.6,"AIPI":0.6,"LFGY":0.6,"CLSE":0.6,"LUMA":0.6,"AMZW":0.6,"AMZY":0.6,"GOOY":0.6,"AMZU":0.6,"GSID":0.6,"DBEU":0.6,"TRUC":0.6,"AMZP":0.6,"PDD":1.86,"NVYY":0.6,"LITX":0.6,"GOOW":0.6,"AMZD":0.6,"FFGX":0.6,"USD":0.6,"NVD2.UK":0.6,"LITE":1.82,"INTW":0.6,"PDDL":0.6,"AAOI":1.85,"XDAT":0.6,"FTXL":0.6,"METW":0.6,"LTL":0.6,"ASML":1.9,"DRAG":0.6,"METV":0.6,"SHOC":0.6,"TYLG":0.6,"GOOP":0.6,"EFIV":0.6,"NVDG":0.6,"ANV":0.6,"CMAG":0.6,"CGIC":0.6,"LAZR":0.6,"SOCL":0.6,"JGRO":0.6,"HULL":0.6,"FAI":0.6,"GAMR":0.6,"EGGY":0.6,"FBYY":0.6,"OGIG":0.6,"XITK":0.6,"IETC":0.6,"GGLS":0.6,"NVDL":0.6,"TDV":0.6,"LINT":0.6,"AIQ":0.6,"NVDS.UK":0.6,"WISE":0.6,"QQQA":0.6,"CQTM":0.6,"YMM":1.85,"TEK":0.6,"GOU":0.6,"EFA":0.6,"AAOX":0.6,"FTEC":0.6,"RDVI":0.6,"RDVY":0.6,"AMZN":1.84,"ONLN":0.6,"SOXQ":0.6,"KWEB":0.6,"CHAT":0.6,"VNET":1.84,"META":1.91,"FDTX":0.6,"NVDX":0.6,"KPDD":0.6,"CNEQ":0.6,"NVD":0.6,"USXF":0.6,"NVDS":0.6,"VT":0.6,"DRIV":0.6,"CHPX":0.6,"SNVD.UK":0.6,"ESLG":0.6,"CLIX":0.6,"ILOW":0.6,"ILDR":0.6,"FOTO":0.6,"METD":0.6,"NVDQ":0.6,"07388":0.6,"VOX":0.6,"SMHX":0.6,"DIPS":0.6,"RTH":0.6,"SKYY":0.6,"NVII":0.6,"WANT":0.6,"DBEF":0.6,"AIFD":0.6,"NULC":0.6,"AMAT":1.84,"AMZZ":0.6,"ROM":0.6,"SMH":0.6,"FBL":0.6,"TTEQ":0.6,"ABFL":0.6,"GOOGL":1.86,"04335":1.86,"RSPC":0.6,"PQNT":0.6,"LEGR":0.6,"FDNI":0.6,"THMR":0.6,"2NVD.UK":0.6,"WUGI":0.6,"NVDD":0.6,"ASMH":0.6,"XLC":0.6,"ASMG":0.6,"CHPS":0.6,"SOXY":0.6,"NVDY":0.6,"PSI":0.6,"TRFK":0.6,"INTC":1.86,"NVDU":0.6,"FENI":0.6}},"isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":594602482730040,"gmtCreate":1786184785806,"gmtModify":1786185421631,"author":{"id":"3459833880161209","authorId":"3459833880161209","name":"洞洞86","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3459833880161209","idStr":"3459833880161209"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/594602482730040","repostId":"2657274506","repostType":2,"repost":{"id":"2657274506","kind":"news","pubTimestamp":1786175316,"share":"https://www.laohunote.com/m/news/2657274506?lang=zh_CN&edition=full","pubTime":"2026-08-08 15:48","market":"fut","language":"zh","title":"景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2657274506","media":"智通财经","summary":"统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。值得注意的是，景林资产Q2建仓阿斯麦、美国光模块制造商$Applied Optoelectronics$、$世纪互联$、$应用材料$等AI算力产业链公司，清仓Meta Platforms Inc.、$英伟达$、$亚马逊$等热门科技股以及光学/光模块组件供应商Lumentum。与此同时，该机构还大幅减持Meta、亚马逊、英伟达。","content":"<html><head></head><body><p style=\"text-align: left;\">智通财经APP获悉，根据美国证券交易委员会(SEC)披露，景林资产递交了截至2026年6月30日的第二季度持仓报告(13F)。该机构大幅减持<a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc.(META.US)等热门科技股，并布局阿斯麦(<a href=\"https://laohu8.com/S/ASML\">ASML</a>.US)的AI算力产业链公司。</p><p style=\"text-align: left;\">统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。该机构在第二季度的持仓组合中新增了4只个股，增持1只个股，减持11只个股，清仓8只个股。其中，前十大持仓标的占总市值的95.31%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/042450fa91d550f8e51053132f717f57\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p><p style=\"text-align: left;\"><strong>前五大重仓股</strong>中，Alphabet(GOOGL.US) 位列第一，持仓约181.04万股，持仓市值约6.47亿美元，占投资组合比例为29.60%，持仓数量较上季度大幅减少38%。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC.US)位列第二，持仓约275.12万股，持仓市值约3.84亿美元，占投资组合比例为17.58%，持仓数量较上季度大幅减少60%。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/PDD\">拼多多</a>(PDD.US)位列第三，持仓约478.57万股，持仓市值约3.65亿美元，占投资组合比例为16.70%。</p><p style=\"text-align: left;\">满帮集团(YMM.US)位列第四，持仓约3945万股，持仓市值约3.20亿美元，占投资组合比例为14.66%%。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/FUTU\">富途控股</a> (FUTU.US) 位列五，持仓约109万股，持仓市值约1.03亿美元，占投资组合比例为4.69%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a785b396627fec5756576a6ede8bbb54\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p><p style=\"text-align: left;\">值得注意的是，景林资产Q2<strong>建仓</strong>阿斯麦(ASML.US)、美国光模块制造商<a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a>(AAOI.US)、<a href=\"https://laohu8.com/S/VNET\">世纪互联</a>(VNET.US)、<a href=\"https://laohu8.com/S/AMAT\">应用材料</a>(AMAT.US)等AI算力产业链公司，<strong>清仓</strong>Meta Platforms Inc.(META.US)、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)等热门科技股以及光学/光模块组件供应商Lumentum(LITE.US)。</p><p style=\"text-align: left;\">从持仓比例变化来看，前五大买入标的分别是：富途控股、阿斯麦、Applied Optoelectronics、世纪互联、应用材料。与此同时，该机构还大幅减持Meta、亚马逊、英伟达。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b9ad2baa71b35910722673353bbf3907\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p></body></html>","source":"stock_zhitongcaijing","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\" 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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景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-08 15:48 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1477642.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，根据美国证券交易委员会(SEC)披露，景林资产递交了截至2026年6月30日的第二季度持仓报告(13F)。该机构大幅减持Meta Platforms Inc.(META.US)等热门科技股，并布局阿斯麦(ASML.US)的AI算力产业链公司。统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。该机构在第二季度的持仓组合中新增了4只个股，增持1只个股，减持...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1477642.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/c483369c55f5485ff50c61c282f0963b","relate_stocks":{"SG9999002232.USD":"Allianz Global High Payout USD","SHOC":"Strive U.S. Semiconductor ETF","KWEB":"中国海外互联网ETF-KraneShares","VNET":"世纪互联","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","IFLR":"Innovator International Developed Managed Floor 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