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Wabin
2018-10-18
$Cronos Group Inc.(CRON)$ 被诉讼了
Wabin
2019-01-10
$Twitter(TWTR)$ 今天还要暴涨么
Wabin
2018-11-15
$三倍做空天然气ETN(VelocityShares)(DGAZ)$ 今天怎么说,涨还是跌,跌我等到来年春天
Wabin
2019-01-18
$Netflix, Inc.(NFLX)$ 一个季度一个多亿利润,能支撑起1500亿的公司,还是你优秀呀
Wabin
2018-12-04
$猎豹移动(CMCM)$ 这新闻真的假的,摸不透呀
Wabin
2019-01-22
$Netflix, Inc.(NFLX)$ 说真的,不跌一个星期说不过去
Wabin
2018-12-10
$Cronos Group Inc.(CRON)$ 能暴涨一下让我解个套么
Wabin
2018-12-14
老铁们,顶我上去,我准备升级了
Wabin
2018-10-09
$小米集团-W(01810)$ 听说小米要起飞了,特地来看看
Wabin
2019-01-22
$亚马逊(AMZN)$ 说真的,不跌一个星期说不过去
Wabin
2019-01-18
$Netflix, Inc.(NFLX)$ 我要是有10个亿,直接把你put到300,解放那些空头
Wabin
2019-01-14
$太平洋煤气电力(PCG)$ 都要破产了,还买个锤子
Wabin
2018-11-13
$万国数据(GDS)$ 财报呢
Wabin
2018-10-23
$Cronos Group Inc.(CRON)$ 要不要割肉
Wabin
2019-01-16
$Netflix, Inc.(NFLX)$ 营业收入不过100多亿,利润更少了,怎么支撑起1500多亿的市值的
Wabin
2018-12-19
$安华高科技(AVGO)$ 大单都在一点一点地卖,怎么还有那么多人买
Wabin
2019-01-09
$亚马逊(AMZN)$ 赶快跌呀,我好暴富
Wabin
2018-12-12
$Cronos Group Inc.(CRON)$ 还不涨么
Wabin
2018-09-12
$拼多多(PDD)$ 明显会下跌的趋势,为啥总有那么多人买
Wabin
2019-04-26
$斗鱼(DOYU)$什么时候开始打新呀
去老虎APP查看更多动态
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src=\"https://static.tigerbbs.com/c9604079c70aaf1c3ab92a8f8bd1636a\" tg-width=\"1024\" tg-height=\"196\" referrerpolicy=\"no-referrer\"/>在一季度对阿里巴巴进行了大幅减仓之后,二季度Daily Journal对阿里巴巴按兵不动。</p><p>今年一季度,在经历了阿里巴巴一年股价腰斩后,芒格选择在今年第一季度将其持有阿里巴巴股票仓位砍半,持仓占比由2021年末的27.65%降至15.35%。</p><p>实际上,芒格关注阿里巴巴已有一段时间,2021年一季度,芒格首次建仓买入阿里巴巴,随后持续加仓,去年四季度,芒格旗下的Daily Journal翻倍增持阿里巴巴,持仓股数增至60.206万股。</p><p>在一年一度的Daily Journal股东会上,芒格曾表达其对阿里巴巴的看法,他认为阿里巴巴竞争力很强,即便在竞争激烈的零售领域也有极佳竞争力:</p><p>投资阿里巴巴是让我感到舒适的投资决策。</p><p>芒格还提到,中国经济增长更强劲,有很多有竞争力的企业,很多价格也很便宜,所以我们决定投资中国。</p><p>随后,芒格在今年3月底宣布将卸任Daily Journal董事长一职。芒格自1977年以来一直担任董事长,负责监督Daily Journal的投资组合。</p></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>巴菲特搭档最新持仓曝光:阿里仍是芒格第三大重仓股</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 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Journal的美股组合持仓市值为1.75亿美元,较上一季度末的2.13亿美元有所降低。不过,与上一季度...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20220713025858845c7d9f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7d30d3e4a8c584dc0c7143999338c880","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20220713025858845c7d9f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2251971302","content_text":"Daily Journal美股组合第一大重仓股为美国银行,第二大重仓股为富国银行,第三大重仓股阿里巴巴,第四大重仓股美国合众银行,第五大重仓股为韩国的浦项钢铁。7月8日,巴菲特搭档芒格旗下的报纸和软件公司Daily Journal向美国证监会提交的二季度末持仓报告显示,截至二季度末,Daily Journal的美股组合持仓市值为1.75亿美元,较上一季度末的2.13亿美元有所降低。不过,与上一季度末相比Daily Journal的持有股票和股份数并未变化,持仓市值变化由股价变化导致。截至二季度末,Daily Journal美股组合第一大重仓股为美国银行,第二大重仓股为富国银行,第三大重仓股阿里巴巴,第四大重仓股美国合众银行,第五大重仓股为韩国的浦项钢铁。在一季度对阿里巴巴进行了大幅减仓之后,二季度Daily 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