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我们都是苦命人

2021-08-16

$涂鸦智能(TUYA)$拦腰切了没关系你只要不平仓我就留着你，哪天你破产不存在了，我就当纸钱

我们都是苦命人

2021-07-22

$RLX科技(RLX)$骂都不想骂的时候，你就是个鸡儿

我们都是苦命人

2021-06-03

$AMC院线(AMC)$一场资本游戏

我们都是苦命人

2021-05-18

等你进去就是韭菜了

“顶级大佬”最新持仓曝光！向投资者传递什么信息？

我们都是苦命人

2021-05-14

$瑞幸咖啡(LKNCY)$我都跌了22%，你何时起飞

我们都是苦命人

2021-04-15

$瑞幸咖啡(LKNCY)$我哭了昨天卖了今天涨了呵呵

我们都是苦命人

2021-04-14

$RLX科技(RLX)$今天能上十块吗

我们都是苦命人

2021-03-26

$老虎证券(TIGR)$涨没你啥事，夭折第一名

我们都是苦命人

2021-03-26

$蓝城兄弟(BLCT)$如果说电子烟是政策，那你夭折是什么，恶心人？

我们都是苦命人

2021-03-26

$RLX科技(RLX)$17买的你，你何时才能涨回17呢

我们都是苦命人

2021-03-19

$蓝城兄弟(BLCT)$你已经跌破发行价了吧[看跌] [看跌] [看跌] [看跌]

我们都是苦命人

2021-03-19

$老虎证券(TIGR)$老虎你怎么了旁边的牛牛很凶你很弱

我们都是苦命人

2021-03-16

没感觉开盘大跌

抱歉，原内容已删除

我们都是苦命人

2021-03-15

$蓝城兄弟(BLCT)$吃相真难看

我们都是苦命人

2021-03-15

$蓝城兄弟(BLCT)$你这是要恶心谁吗？明明大单流入却加速下跌吸筹可以要点脸

我们都是苦命人

2021-02-26

$Sundial Growers Inc.(SNDL)$心疼还留着的我已经跑了

我们都是苦命人

2021-02-22

$Sundial Growers Inc.(SNDL)$再见，再买你剁手

我们都是苦命人

2021-02-17

$Sundial Growers Inc.(SNDL)$我有点害怕了

我们都是苦命人

2021-02-17

$Sundial Growers Inc.(SNDL)$这个盘后交易吗？为什么卖掉时候按照盘后价格走

我们都是苦命人

2021-02-17

$Sundial Growers Inc.(SNDL)$有没有大神给我教授一下大麻股是不是盘后交易。明明显示上涨五个点却按照盘后计算，还处于赔钱状态

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20:40","market":"us","language":"zh","title":"“顶级大佬”最新持仓曝光！向投资者传递什么信息？","url":"https://stock-news.laohu8.com/highlight/detail?id=1192247646","media":"丫丫港股圈","summary":"最近，高瓴、景林等顶级机构先后提交了13F文件，公布了他们一季度的持仓情况。根据过去的经验，这些顶流机构的持仓中，涌现了不少像特斯拉、拼多多、SEA这样的大牛股。那么这一次的13F文件会向投资者传递什","content":"<p>最近，高瓴、景林等顶级机构先后提交了13F文件，公布了他们一季度的持仓情况。根据过去的经验，这些顶流机构的持仓中，涌现了不少像<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、SEA这样的大牛股。</p><p>那么这一次的13F文件会向投资者传递什么信息呢？我们一起来看看。</p><p><b>分歧</b></p><p><b>根据万得的数据，在一季度的持仓中，高瓴对大型科技股进行了明显的减持。</b>大幅度减持了<a href=\"https://laohu8.com/S/ZM\">Zoom</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/UBER\">优步</a>、B站，清仓了富途、Meli、SEA，仅对<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>、DoorDash这两只科技股作出了小幅增持。</p><p><img src=\"https://static.tigerbbs.com/7600b563aa86ad244a98d2f565f02682\" tg-width=\"1013\" tg-height=\"564\" referrerpolicy=\"no-referrer\"></p><p>数据来源：万得，高瓴部分持仓股</p><p>而景林的操作恰好相反，在科技股方面新建仓富途、欢聚、<a href=\"https://laohu8.com/S/QFIN\">360数科</a>，同时增持了<a href=\"https://laohu8.com/S/NTES\">网易</a>、京东和SEA，B站和贝壳则遭到了大幅度减持。</p><p><img src=\"https://static.tigerbbs.com/8f86182510a9b05994818b98502831ab\" tg-width=\"956\" tg-height=\"617\" referrerpolicy=\"no-referrer\"></p><p>数据来源：万得，景林部分持仓股票</p><p>从两大私募的持仓看，除了大幅度减持B站和增持网易外，其他股票的操作出现了比较大的分歧。</p><p>比如说高瓴增持的贝壳，景林大幅度减持；而高瓴清仓的富途，景林却开始建仓；</p><p>还有陪伴两者多年的SEA，景林小幅度增持，高瓴却把它清仓了，实在让人摸不到头绪。</p><p><b>除了科技股，新能源板块的分歧也不少。</b></p><p>景林在一季度基本清仓了新能源汽车概念股，包括特斯拉、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/BLDP\">巴拉德动力系统</a>等，同时也清仓了光伏领域的<a href=\"https://laohu8.com/S/JKS\">晶科能源</a>、<a href=\"https://laohu8.com/S/DQ\">大全新能源</a>。</p><p><img src=\"https://static.tigerbbs.com/59e17177169ca8dca4b7420e47186ee4\" tg-width=\"800\" tg-height=\"153\" referrerpolicy=\"no-referrer\"></p><p>数据来源：万得</p><p>而相反，高瓴则重新建仓<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏，<b>当然这也不是高瓴第一次进入造车新势力了。</b>去年3季度高瓴就曾经建仓蔚来、理想、小鹏，四季度清仓，现在又重新建仓，这种短线进出的行为出现在以长期著称的高瓴身上，实在让人迷惑。</p><p><img src=\"https://static.tigerbbs.com/7991972bbf71cd4ff8a9ef27772df6b9\" tg-width=\"613\" tg-height=\"417\" referrerpolicy=\"no-referrer\"></p><p><b>新持仓</b></p><p>除了分歧之外，两家机构在一季度的增持方面，也有不少看点。</p><p><b>首先，两家机构都增持了网易。</b>景林一季度增持网易252万股，而高瓴则是重新建仓，买入网易4.35万股，平均成本103美元。</p><p>网易作为科技界的常青树，给投资者带来了巨大的回报，段永平曾经在网易上赚到了100倍的回报。</p><p>近年来，网易在剥离了电商业务后愈发稳健，经典游戏《梦幻西游》、《大话西游》表现稳定，同时出海成绩优异，根据SensorTower数据，《荒野行动》、《第五人格》、《明日之后》2021Q1收入分别排在出海日本市场的国产手游第2、9、18名。</p><p>今年还有《天谕》、《游戏王》和《忘川风华录》等新游戏上线，也许可以带动公司在去年同期高基数情况下收入进一步同比增长。</p><p><b>其次，在生物科技方面涉猎较广的高瓴，大幅度增持了<a href=\"https://laohu8.com/S/IMAB\">天境生物</a>，持股数量从344.2万股，上升至1521万股。</b></p><p>天境生物是一家成立于2016年，从事肿瘤和自身免疫疾病领域的领先生物制药公司。公司的研发管线中有超过16个创新药，凭借强大的自主研发能力、积极的商业拓展，公司未来有希望成为全球布局的综合性生物制药公司。</p><p>4月14日，天境生物宣布其自主研发的、差异化的CD73抗体uliledlimab（也称为TJD5）的美国1期临床研究成果入选为美国临床肿瘤学会（ASCO）2021年年会壁报，并遴选为报告形式在大会期间公布研究数据。</p><p>而在之前的临床研究中，这款药的数据显示在晚期实体瘤患者中具有良好的安全性和耐用性。</p><p><b>最后，景林新增持了之前一夜成名的360数科。</b></p><p>之前据媒体报道，一家由中国人Henry Liang管理的对冲基金Seahawk China在一季度创下了120%的惊人回报，其中一半的收益来源于对中国互联网金融借贷平台<a href=\"https://laohu8.com/S/FINV\">信也科技</a>（前身“拍拍贷”）和360数科（前身“360金融”）的做多押注。</p><p>从财报看，360数科的业绩增长非常亮眼，就连景林也忍不住出手建仓，也许未来还有不小的投资价值。</p><p><img src=\"https://static.tigerbbs.com/0ead4cdcf0f3b7fc9df82efa80b5d778\" tg-width=\"1080\" tg-height=\"640\" referrerpolicy=\"no-referrer\"></p><p><b>其他</b></p><p>除了高瓴和景林，其他机构也陆续披露了他们一季度的持仓。</p><p>股神巴菲特的<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>依旧专一，虽然其管理规模已经高达2700亿美金，但是持有股票仅为41只，而且其中27只在一季度持仓没有变化。</p><p>股神的第一大持仓依然是苹果，持有股票数量8.8亿股，市值1088亿，按照这个持股比例，股神每年能从苹果得到的分红接近50亿美金。</p><p><img src=\"https://static.tigerbbs.com/223f871761600f016c26d12b9203430f\" tg-width=\"640\" tg-height=\"324\" referrerpolicy=\"no-referrer\"></p><p>股神排名2-4名的分别是<a href=\"https://laohu8.com/S/BAC\">美国银行</a>、<a href=\"https://laohu8.com/S/AXP\">美国运通</a>、<a href=\"https://laohu8.com/S/KO\">可口可乐</a>，持股数量都没有变化。原来持股的第五名<a href=\"https://laohu8.com/S/WFC\">富国银行</a>惨招清仓式减持，减持了98%的股票，位置被<a href=\"https://laohu8.com/S/KHC\">卡夫亨氏</a>取代。</p><p>巴菲特投资富国银行超过30年，即使在2008年金融危机发生时，依然不离不弃。不过近年富国银行不顾巴菲特反对，开始聘任华尔街的人担任CEO，这个也许是清仓的最重要原因。</p><p><img src=\"https://static.tigerbbs.com/f66afa302e7582a77ca6f3b2dc080f87\" tg-width=\"1056\" tg-height=\"187\" referrerpolicy=\"no-referrer\"></p><p>我们再来看一下，之前因为长期重仓特斯拉而为人所熟知的英国投资机构Baillie Grifford。最近，BG也公布了其一季度持仓，数据显示特斯拉被大幅减持，持股数量降低40%至1621万股。</p><p>其实从去年开始，BG就陆陆续续在减持特斯拉股票了，马斯克之前透露今年年底无法实现L5自动驾驶，也许预计的自动驾驶车队计划将会延期。</p><p><b>在减持特斯拉的同时，BG还减持了蔚来，并且新建仓理想。</b>这个举动的原因也许是因为新能源汽车厂商层出不穷，在竞争格局不明朗的情况，平衡下投资组合。</p><p>不过即使这样，我觉得BG还是草率了。因为他们也许还不知道，中国现在几乎所有有头有脸的公司都在造车...</p><p><b>结语</b></p><p>看完一季度大佬们的持仓，给人的感觉就好像最近几个月的股市一样：<b>迷茫。</b></p><p>有的票你买了，他卖了；有的票你卖了，他买了。</p><p>就好像股市里的芸芸众生，有的人起高楼，有的人宴宾客，有的人楼塌了。</p><p>特别是今年经历过Archegos爆仓、基金经理跳楼、大V黑吃黑这些事件后，大家的体会一定更深。</p><p>人生匆匆数十年，股市再怎么风起云涌，最后的大赢家依然稳坐在奥马哈，抱着<a href=\"https://laohu8.com/S/AAPL\">苹果</a>股票数分红。</p>","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>“顶级大佬”最新持仓曝光！向投资者传递什么信息？</title>\n<style 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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“顶级大佬”最新持仓曝光！向投资者传递什么信息？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1055767104\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e72e80eef358bde27914deb6b2315953);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">丫丫港股圈 </p>\n<p class=\"h-time\">2021-05-18 20:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>最近，高瓴、景林等顶级机构先后提交了13F文件，公布了他们一季度的持仓情况。根据过去的经验，这些顶流机构的持仓中，涌现了不少像<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、SEA这样的大牛股。</p><p>那么这一次的13F文件会向投资者传递什么信息呢？我们一起来看看。</p><p><b>分歧</b></p><p><b>根据万得的数据，在一季度的持仓中，高瓴对大型科技股进行了明显的减持。</b>大幅度减持了<a href=\"https://laohu8.com/S/ZM\">Zoom</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/UBER\">优步</a>、B站，清仓了富途、Meli、SEA，仅对<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>、DoorDash这两只科技股作出了小幅增持。</p><p><img src=\"https://static.tigerbbs.com/7600b563aa86ad244a98d2f565f02682\" tg-width=\"1013\" tg-height=\"564\" referrerpolicy=\"no-referrer\"></p><p>数据来源：万得，高瓴部分持仓股</p><p>而景林的操作恰好相反，在科技股方面新建仓富途、欢聚、<a href=\"https://laohu8.com/S/QFIN\">360数科</a>，同时增持了<a href=\"https://laohu8.com/S/NTES\">网易</a>、京东和SEA，B站和贝壳则遭到了大幅度减持。</p><p><img src=\"https://static.tigerbbs.com/8f86182510a9b05994818b98502831ab\" tg-width=\"956\" tg-height=\"617\" referrerpolicy=\"no-referrer\"></p><p>数据来源：万得，景林部分持仓股票</p><p>从两大私募的持仓看，除了大幅度减持B站和增持网易外，其他股票的操作出现了比较大的分歧。</p><p>比如说高瓴增持的贝壳，景林大幅度减持；而高瓴清仓的富途，景林却开始建仓；</p><p>还有陪伴两者多年的SEA，景林小幅度增持，高瓴却把它清仓了，实在让人摸不到头绪。</p><p><b>除了科技股，新能源板块的分歧也不少。</b></p><p>景林在一季度基本清仓了新能源汽车概念股，包括特斯拉、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/BLDP\">巴拉德动力系统</a>等，同时也清仓了光伏领域的<a href=\"https://laohu8.com/S/JKS\">晶科能源</a>、<a href=\"https://laohu8.com/S/DQ\">大全新能源</a>。</p><p><img src=\"https://static.tigerbbs.com/59e17177169ca8dca4b7420e47186ee4\" tg-width=\"800\" tg-height=\"153\" referrerpolicy=\"no-referrer\"></p><p>数据来源：万得</p><p>而相反，高瓴则重新建仓<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏，<b>当然这也不是高瓴第一次进入造车新势力了。</b>去年3季度高瓴就曾经建仓蔚来、理想、小鹏，四季度清仓，现在又重新建仓，这种短线进出的行为出现在以长期著称的高瓴身上，实在让人迷惑。</p><p><img src=\"https://static.tigerbbs.com/7991972bbf71cd4ff8a9ef27772df6b9\" tg-width=\"613\" tg-height=\"417\" referrerpolicy=\"no-referrer\"></p><p><b>新持仓</b></p><p>除了分歧之外，两家机构在一季度的增持方面，也有不少看点。</p><p><b>首先，两家机构都增持了网易。</b>景林一季度增持网易252万股，而高瓴则是重新建仓，买入网易4.35万股，平均成本103美元。</p><p>网易作为科技界的常青树，给投资者带来了巨大的回报，段永平曾经在网易上赚到了100倍的回报。</p><p>近年来，网易在剥离了电商业务后愈发稳健，经典游戏《梦幻西游》、《大话西游》表现稳定，同时出海成绩优异，根据SensorTower数据，《荒野行动》、《第五人格》、《明日之后》2021Q1收入分别排在出海日本市场的国产手游第2、9、18名。</p><p>今年还有《天谕》、《游戏王》和《忘川风华录》等新游戏上线，也许可以带动公司在去年同期高基数情况下收入进一步同比增长。</p><p><b>其次，在生物科技方面涉猎较广的高瓴，大幅度增持了<a href=\"https://laohu8.com/S/IMAB\">天境生物</a>，持股数量从344.2万股，上升至1521万股。</b></p><p>天境生物是一家成立于2016年，从事肿瘤和自身免疫疾病领域的领先生物制药公司。公司的研发管线中有超过16个创新药，凭借强大的自主研发能力、积极的商业拓展，公司未来有希望成为全球布局的综合性生物制药公司。</p><p>4月14日，天境生物宣布其自主研发的、差异化的CD73抗体uliledlimab（也称为TJD5）的美国1期临床研究成果入选为美国临床肿瘤学会（ASCO）2021年年会壁报，并遴选为报告形式在大会期间公布研究数据。</p><p>而在之前的临床研究中，这款药的数据显示在晚期实体瘤患者中具有良好的安全性和耐用性。</p><p><b>最后，景林新增持了之前一夜成名的360数科。</b></p><p>之前据媒体报道，一家由中国人Henry Liang管理的对冲基金Seahawk China在一季度创下了120%的惊人回报，其中一半的收益来源于对中国互联网金融借贷平台<a href=\"https://laohu8.com/S/FINV\">信也科技</a>（前身“拍拍贷”）和360数科（前身“360金融”）的做多押注。</p><p>从财报看，360数科的业绩增长非常亮眼，就连景林也忍不住出手建仓，也许未来还有不小的投资价值。</p><p><img src=\"https://static.tigerbbs.com/0ead4cdcf0f3b7fc9df82efa80b5d778\" tg-width=\"1080\" tg-height=\"640\" referrerpolicy=\"no-referrer\"></p><p><b>其他</b></p><p>除了高瓴和景林，其他机构也陆续披露了他们一季度的持仓。</p><p>股神巴菲特的<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>依旧专一，虽然其管理规模已经高达2700亿美金，但是持有股票仅为41只，而且其中27只在一季度持仓没有变化。</p><p>股神的第一大持仓依然是苹果，持有股票数量8.8亿股，市值1088亿，按照这个持股比例，股神每年能从苹果得到的分红接近50亿美金。</p><p><img src=\"https://static.tigerbbs.com/223f871761600f016c26d12b9203430f\" tg-width=\"640\" tg-height=\"324\" referrerpolicy=\"no-referrer\"></p><p>股神排名2-4名的分别是<a href=\"https://laohu8.com/S/BAC\">美国银行</a>、<a href=\"https://laohu8.com/S/AXP\">美国运通</a>、<a href=\"https://laohu8.com/S/KO\">可口可乐</a>，持股数量都没有变化。原来持股的第五名<a href=\"https://laohu8.com/S/WFC\">富国银行</a>惨招清仓式减持，减持了98%的股票，位置被<a href=\"https://laohu8.com/S/KHC\">卡夫亨氏</a>取代。</p><p>巴菲特投资富国银行超过30年，即使在2008年金融危机发生时，依然不离不弃。不过近年富国银行不顾巴菲特反对，开始聘任华尔街的人担任CEO，这个也许是清仓的最重要原因。</p><p><img src=\"https://static.tigerbbs.com/f66afa302e7582a77ca6f3b2dc080f87\" tg-width=\"1056\" tg-height=\"187\" referrerpolicy=\"no-referrer\"></p><p>我们再来看一下，之前因为长期重仓特斯拉而为人所熟知的英国投资机构Baillie Grifford。最近，BG也公布了其一季度持仓，数据显示特斯拉被大幅减持，持股数量降低40%至1621万股。</p><p>其实从去年开始，BG就陆陆续续在减持特斯拉股票了，马斯克之前透露今年年底无法实现L5自动驾驶，也许预计的自动驾驶车队计划将会延期。</p><p><b>在减持特斯拉的同时，BG还减持了蔚来，并且新建仓理想。</b>这个举动的原因也许是因为新能源汽车厂商层出不穷，在竞争格局不明朗的情况，平衡下投资组合。</p><p>不过即使这样，我觉得BG还是草率了。因为他们也许还不知道，中国现在几乎所有有头有脸的公司都在造车...</p><p><b>结语</b></p><p>看完一季度大佬们的持仓，给人的感觉就好像最近几个月的股市一样：<b>迷茫。</b></p><p>有的票你买了，他卖了；有的票你卖了，他买了。</p><p>就好像股市里的芸芸众生，有的人起高楼，有的人宴宾客，有的人楼塌了。</p><p>特别是今年经历过Archegos爆仓、基金经理跳楼、大V黑吃黑这些事件后，大家的体会一定更深。</p><p>人生匆匆数十年，股市再怎么风起云涌，最后的大赢家依然稳坐在奥马哈，抱着<a href=\"https://laohu8.com/S/AAPL\">苹果</a>股票数分红。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a82005fdd5a20870413111b3adc1a547","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192247646","content_text":"最近，高瓴、景林等顶级机构先后提交了13F文件，公布了他们一季度的持仓情况。根据过去的经验，这些顶流机构的持仓中，涌现了不少像特斯拉、拼多多、SEA这样的大牛股。那么这一次的13F文件会向投资者传递什么信息呢？我们一起来看看。分歧根据万得的数据，在一季度的持仓中，高瓴对大型科技股进行了明显的减持。大幅度减持了Zoom、京东、优步、B站，清仓了富途、Meli、SEA，仅对贝壳、DoorDash这两只科技股作出了小幅增持。数据来源：万得，高瓴部分持仓股而景林的操作恰好相反，在科技股方面新建仓富途、欢聚、360数科，同时增持了网易、京东和SEA，B站和贝壳则遭到了大幅度减持。数据来源：万得，景林部分持仓股票从两大私募的持仓看，除了大幅度减持B站和增持网易外，其他股票的操作出现了比较大的分歧。比如说高瓴增持的贝壳，景林大幅度减持；而高瓴清仓的富途，景林却开始建仓；还有陪伴两者多年的SEA，景林小幅度增持，高瓴却把它清仓了，实在让人摸不到头绪。除了科技股，新能源板块的分歧也不少。景林在一季度基本清仓了新能源汽车概念股，包括特斯拉、百度、巴拉德动力系统等，同时也清仓了光伏领域的晶科能源、大全新能源。数据来源：万得而相反，高瓴则重新建仓蔚来、小鹏，当然这也不是高瓴第一次进入造车新势力了。去年3季度高瓴就曾经建仓蔚来、理想、小鹏，四季度清仓，现在又重新建仓，这种短线进出的行为出现在以长期著称的高瓴身上，实在让人迷惑。新持仓除了分歧之外，两家机构在一季度的增持方面，也有不少看点。首先，两家机构都增持了网易。景林一季度增持网易252万股，而高瓴则是重新建仓，买入网易4.35万股，平均成本103美元。网易作为科技界的常青树，给投资者带来了巨大的回报，段永平曾经在网易上赚到了100倍的回报。近年来，网易在剥离了电商业务后愈发稳健，经典游戏《梦幻西游》、《大话西游》表现稳定，同时出海成绩优异，根据SensorTower数据，《荒野行动》、《第五人格》、《明日之后》2021Q1收入分别排在出海日本市场的国产手游第2、9、18名。今年还有《天谕》、《游戏王》和《忘川风华录》等新游戏上线，也许可以带动公司在去年同期高基数情况下收入进一步同比增长。其次，在生物科技方面涉猎较广的高瓴，大幅度增持了天境生物，持股数量从344.2万股，上升至1521万股。天境生物是一家成立于2016年，从事肿瘤和自身免疫疾病领域的领先生物制药公司。公司的研发管线中有超过16个创新药，凭借强大的自主研发能力、积极的商业拓展，公司未来有希望成为全球布局的综合性生物制药公司。4月14日，天境生物宣布其自主研发的、差异化的CD73抗体uliledlimab（也称为TJD5）的美国1期临床研究成果入选为美国临床肿瘤学会（ASCO）2021年年会壁报，并遴选为报告形式在大会期间公布研究数据。而在之前的临床研究中，这款药的数据显示在晚期实体瘤患者中具有良好的安全性和耐用性。最后，景林新增持了之前一夜成名的360数科。之前据媒体报道，一家由中国人Henry Liang管理的对冲基金Seahawk China在一季度创下了120%的惊人回报，其中一半的收益来源于对中国互联网金融借贷平台信也科技（前身“拍拍贷”）和360数科（前身“360金融”）的做多押注。从财报看，360数科的业绩增长非常亮眼，就连景林也忍不住出手建仓，也许未来还有不小的投资价值。其他除了高瓴和景林，其他机构也陆续披露了他们一季度的持仓。股神巴菲特的伯克希尔依旧专一，虽然其管理规模已经高达2700亿美金，但是持有股票仅为41只，而且其中27只在一季度持仓没有变化。股神的第一大持仓依然是苹果，持有股票数量8.8亿股，市值1088亿，按照这个持股比例，股神每年能从苹果得到的分红接近50亿美金。股神排名2-4名的分别是美国银行、美国运通、可口可乐，持股数量都没有变化。原来持股的第五名富国银行惨招清仓式减持，减持了98%的股票，位置被卡夫亨氏取代。巴菲特投资富国银行超过30年，即使在2008年金融危机发生时，依然不离不弃。不过近年富国银行不顾巴菲特反对，开始聘任华尔街的人担任CEO，这个也许是清仓的最重要原因。我们再来看一下，之前因为长期重仓特斯拉而为人所熟知的英国投资机构Baillie Grifford。最近，BG也公布了其一季度持仓，数据显示特斯拉被大幅减持，持股数量降低40%至1621万股。其实从去年开始，BG就陆陆续续在减持特斯拉股票了，马斯克之前透露今年年底无法实现L5自动驾驶，也许预计的自动驾驶车队计划将会延期。在减持特斯拉的同时，BG还减持了蔚来，并且新建仓理想。这个举动的原因也许是因为新能源汽车厂商层出不穷，在竞争格局不明朗的情况，平衡下投资组合。不过即使这样，我觉得BG还是草率了。因为他们也许还不知道，中国现在几乎所有有头有脸的公司都在造车...结语看完一季度大佬们的持仓，给人的感觉就好像最近几个月的股市一样：迷茫。有的票你买了，他卖了；有的票你卖了，他买了。就好像股市里的芸芸众生，有的人起高楼，有的人宴宾客，有的人楼塌了。特别是今年经历过Archegos爆仓、基金经理跳楼、大V黑吃黑这些事件后，大家的体会一定更深。人生匆匆数十年，股市再怎么风起云涌，最后的大赢家依然稳坐在奥马哈，抱着苹果股票数分红。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":196058777,"gmtCreate":1621001103299,"gmtModify":1621001103299,"author":{"id":"3564542873347290","authorId":"3564542873347290","name":"我们都是苦命人","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564542873347290","authorIdStr":"3564542873347290"},"themes":[],"htmlText":"<a 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今天涨了呵呵","text":"$瑞幸咖啡(LKNCY)$我哭了 昨天卖了 今天涨了呵呵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/347871930","isVote":1,"tweetType":1,"viewCount":2661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385159431,"gmtCreate":1613524994323,"gmtModify":1613524994323,"author":{"id":"3564542873347290","authorId":"3564542873347290","name":"我们都是苦命人","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564542873347290","idStr":"3564542873347290"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>这个盘后交易吗？为什么卖掉时候按照盘后价格走","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>这个盘后交易吗？为什么卖掉时候按照盘后价格走","text":"$Sundial Growers Inc.(SNDL)$这个盘后交易吗？为什么卖掉时候按照盘后价格走","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/385159431","isVote":1,"tweetType":1,"viewCount":3192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322495083,"gmtCreate":1615819418042,"gmtModify":1703493577509,"author":{"id":"3564542873347290","authorId":"3564542873347290","name":"我们都是苦命人","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564542873347290","idStr":"3564542873347290"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BLCT\">$蓝城兄弟(BLCT)$</a>你这是要恶心谁吗？明明大单流入却加速下跌 吸筹可以 要点脸","listText":"<a href=\"https://laohu8.com/S/BLCT\">$蓝城兄弟(BLCT)$</a>你这是要恶心谁吗？明明大单流入却加速下跌 吸筹可以 要点脸","text":"$蓝城兄弟(BLCT)$你这是要恶心谁吗？明明大单流入却加速下跌 吸筹可以 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你只要不平仓我就留着你，哪天你破产不存在了，我就当纸钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839188327","isVote":1,"tweetType":1,"viewCount":2957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":194162188,"gmtCreate":1621348382544,"gmtModify":1621348382544,"author":{"id":"3564542873347290","authorId":"3564542873347290","name":"我们都是苦命人","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564542873347290","idStr":"3564542873347290"},"themes":[],"htmlText":"等你进去就是韭菜了","listText":"等你进去就是韭菜了","text":"等你进去就是韭菜了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/194162188","repostId":"1192247646","repostType":4,"repost":{"id":"1192247646","kind":"news","weMediaInfo":{"introduction":"坚守初心，不随俗流。用一颗匠子心打造一个具有广度、深度、高度、温度的港股交流圈","home_visible":1,"media_name":"丫丫港股圈","id":"1055767104","head_image":"https://static.tigerbbs.com/e72e80eef358bde27914deb6b2315953"},"pubTimestamp":1621341642,"share":"https://ttm.financial/m/news/1192247646?lang=&edition=full","pubTime":"2021-05-18 20:40","market":"us","language":"zh","title":"“顶级大佬”最新持仓曝光！向投资者传递什么信息？","url":"https://stock-news.laohu8.com/highlight/detail?id=1192247646","media":"丫丫港股圈","summary":"最近，高瓴、景林等顶级机构先后提交了13F文件，公布了他们一季度的持仓情况。根据过去的经验，这些顶流机构的持仓中，涌现了不少像特斯拉、拼多多、SEA这样的大牛股。那么这一次的13F文件会向投资者传递什","content":"<p>最近，高瓴、景林等顶级机构先后提交了13F文件，公布了他们一季度的持仓情况。根据过去的经验，这些顶流机构的持仓中，涌现了不少像<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、SEA这样的大牛股。</p><p>那么这一次的13F文件会向投资者传递什么信息呢？我们一起来看看。</p><p><b>分歧</b></p><p><b>根据万得的数据，在一季度的持仓中，高瓴对大型科技股进行了明显的减持。</b>大幅度减持了<a href=\"https://laohu8.com/S/ZM\">Zoom</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/UBER\">优步</a>、B站，清仓了富途、Meli、SEA，仅对<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>、DoorDash这两只科技股作出了小幅增持。</p><p><img src=\"https://static.tigerbbs.com/7600b563aa86ad244a98d2f565f02682\" tg-width=\"1013\" tg-height=\"564\" referrerpolicy=\"no-referrer\"></p><p>数据来源：万得，高瓴部分持仓股</p><p>而景林的操作恰好相反，在科技股方面新建仓富途、欢聚、<a href=\"https://laohu8.com/S/QFIN\">360数科</a>，同时增持了<a href=\"https://laohu8.com/S/NTES\">网易</a>、京东和SEA，B站和贝壳则遭到了大幅度减持。</p><p><img src=\"https://static.tigerbbs.com/8f86182510a9b05994818b98502831ab\" tg-width=\"956\" tg-height=\"617\" referrerpolicy=\"no-referrer\"></p><p>数据来源：万得，景林部分持仓股票</p><p>从两大私募的持仓看，除了大幅度减持B站和增持网易外，其他股票的操作出现了比较大的分歧。</p><p>比如说高瓴增持的贝壳，景林大幅度减持；而高瓴清仓的富途，景林却开始建仓；</p><p>还有陪伴两者多年的SEA，景林小幅度增持，高瓴却把它清仓了，实在让人摸不到头绪。</p><p><b>除了科技股，新能源板块的分歧也不少。</b></p><p>景林在一季度基本清仓了新能源汽车概念股，包括特斯拉、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/BLDP\">巴拉德动力系统</a>等，同时也清仓了光伏领域的<a href=\"https://laohu8.com/S/JKS\">晶科能源</a>、<a href=\"https://laohu8.com/S/DQ\">大全新能源</a>。</p><p><img src=\"https://static.tigerbbs.com/59e17177169ca8dca4b7420e47186ee4\" tg-width=\"800\" tg-height=\"153\" referrerpolicy=\"no-referrer\"></p><p>数据来源：万得</p><p>而相反，高瓴则重新建仓<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏，<b>当然这也不是高瓴第一次进入造车新势力了。</b>去年3季度高瓴就曾经建仓蔚来、理想、小鹏，四季度清仓，现在又重新建仓，这种短线进出的行为出现在以长期著称的高瓴身上，实在让人迷惑。</p><p><img src=\"https://static.tigerbbs.com/7991972bbf71cd4ff8a9ef27772df6b9\" tg-width=\"613\" tg-height=\"417\" referrerpolicy=\"no-referrer\"></p><p><b>新持仓</b></p><p>除了分歧之外，两家机构在一季度的增持方面，也有不少看点。</p><p><b>首先，两家机构都增持了网易。</b>景林一季度增持网易252万股，而高瓴则是重新建仓，买入网易4.35万股，平均成本103美元。</p><p>网易作为科技界的常青树，给投资者带来了巨大的回报，段永平曾经在网易上赚到了100倍的回报。</p><p>近年来，网易在剥离了电商业务后愈发稳健，经典游戏《梦幻西游》、《大话西游》表现稳定，同时出海成绩优异，根据SensorTower数据，《荒野行动》、《第五人格》、《明日之后》2021Q1收入分别排在出海日本市场的国产手游第2、9、18名。</p><p>今年还有《天谕》、《游戏王》和《忘川风华录》等新游戏上线，也许可以带动公司在去年同期高基数情况下收入进一步同比增长。</p><p><b>其次，在生物科技方面涉猎较广的高瓴，大幅度增持了<a href=\"https://laohu8.com/S/IMAB\">天境生物</a>，持股数量从344.2万股，上升至1521万股。</b></p><p>天境生物是一家成立于2016年，从事肿瘤和自身免疫疾病领域的领先生物制药公司。公司的研发管线中有超过16个创新药，凭借强大的自主研发能力、积极的商业拓展，公司未来有希望成为全球布局的综合性生物制药公司。</p><p>4月14日，天境生物宣布其自主研发的、差异化的CD73抗体uliledlimab（也称为TJD5）的美国1期临床研究成果入选为美国临床肿瘤学会（ASCO）2021年年会壁报，并遴选为报告形式在大会期间公布研究数据。</p><p>而在之前的临床研究中，这款药的数据显示在晚期实体瘤患者中具有良好的安全性和耐用性。</p><p><b>最后，景林新增持了之前一夜成名的360数科。</b></p><p>之前据媒体报道，一家由中国人Henry Liang管理的对冲基金Seahawk China在一季度创下了120%的惊人回报，其中一半的收益来源于对中国互联网金融借贷平台<a href=\"https://laohu8.com/S/FINV\">信也科技</a>（前身“拍拍贷”）和360数科（前身“360金融”）的做多押注。</p><p>从财报看，360数科的业绩增长非常亮眼，就连景林也忍不住出手建仓，也许未来还有不小的投资价值。</p><p><img src=\"https://static.tigerbbs.com/0ead4cdcf0f3b7fc9df82efa80b5d778\" tg-width=\"1080\" tg-height=\"640\" referrerpolicy=\"no-referrer\"></p><p><b>其他</b></p><p>除了高瓴和景林，其他机构也陆续披露了他们一季度的持仓。</p><p>股神巴菲特的<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>依旧专一，虽然其管理规模已经高达2700亿美金，但是持有股票仅为41只，而且其中27只在一季度持仓没有变化。</p><p>股神的第一大持仓依然是苹果，持有股票数量8.8亿股，市值1088亿，按照这个持股比例，股神每年能从苹果得到的分红接近50亿美金。</p><p><img src=\"https://static.tigerbbs.com/223f871761600f016c26d12b9203430f\" tg-width=\"640\" tg-height=\"324\" referrerpolicy=\"no-referrer\"></p><p>股神排名2-4名的分别是<a href=\"https://laohu8.com/S/BAC\">美国银行</a>、<a href=\"https://laohu8.com/S/AXP\">美国运通</a>、<a href=\"https://laohu8.com/S/KO\">可口可乐</a>，持股数量都没有变化。原来持股的第五名<a href=\"https://laohu8.com/S/WFC\">富国银行</a>惨招清仓式减持，减持了98%的股票，位置被<a href=\"https://laohu8.com/S/KHC\">卡夫亨氏</a>取代。</p><p>巴菲特投资富国银行超过30年，即使在2008年金融危机发生时，依然不离不弃。不过近年富国银行不顾巴菲特反对，开始聘任华尔街的人担任CEO，这个也许是清仓的最重要原因。</p><p><img src=\"https://static.tigerbbs.com/f66afa302e7582a77ca6f3b2dc080f87\" tg-width=\"1056\" tg-height=\"187\" referrerpolicy=\"no-referrer\"></p><p>我们再来看一下，之前因为长期重仓特斯拉而为人所熟知的英国投资机构Baillie Grifford。最近，BG也公布了其一季度持仓，数据显示特斯拉被大幅减持，持股数量降低40%至1621万股。</p><p>其实从去年开始，BG就陆陆续续在减持特斯拉股票了，马斯克之前透露今年年底无法实现L5自动驾驶，也许预计的自动驾驶车队计划将会延期。</p><p><b>在减持特斯拉的同时，BG还减持了蔚来，并且新建仓理想。</b>这个举动的原因也许是因为新能源汽车厂商层出不穷，在竞争格局不明朗的情况，平衡下投资组合。</p><p>不过即使这样，我觉得BG还是草率了。因为他们也许还不知道，中国现在几乎所有有头有脸的公司都在造车...</p><p><b>结语</b></p><p>看完一季度大佬们的持仓，给人的感觉就好像最近几个月的股市一样：<b>迷茫。</b></p><p>有的票你买了，他卖了；有的票你卖了，他买了。</p><p>就好像股市里的芸芸众生，有的人起高楼，有的人宴宾客，有的人楼塌了。</p><p>特别是今年经历过Archegos爆仓、基金经理跳楼、大V黑吃黑这些事件后，大家的体会一定更深。</p><p>人生匆匆数十年，股市再怎么风起云涌，最后的大赢家依然稳坐在奥马哈，抱着<a href=\"https://laohu8.com/S/AAPL\">苹果</a>股票数分红。</p>","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>“顶级大佬”最新持仓曝光！向投资者传递什么信息？</title>\n<style 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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“顶级大佬”最新持仓曝光！向投资者传递什么信息？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1055767104\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e72e80eef358bde27914deb6b2315953);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">丫丫港股圈 </p>\n<p class=\"h-time\">2021-05-18 20:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>最近，高瓴、景林等顶级机构先后提交了13F文件，公布了他们一季度的持仓情况。根据过去的经验，这些顶流机构的持仓中，涌现了不少像<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、SEA这样的大牛股。</p><p>那么这一次的13F文件会向投资者传递什么信息呢？我们一起来看看。</p><p><b>分歧</b></p><p><b>根据万得的数据，在一季度的持仓中，高瓴对大型科技股进行了明显的减持。</b>大幅度减持了<a href=\"https://laohu8.com/S/ZM\">Zoom</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/UBER\">优步</a>、B站，清仓了富途、Meli、SEA，仅对<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>、DoorDash这两只科技股作出了小幅增持。</p><p><img src=\"https://static.tigerbbs.com/7600b563aa86ad244a98d2f565f02682\" tg-width=\"1013\" tg-height=\"564\" referrerpolicy=\"no-referrer\"></p><p>数据来源：万得，高瓴部分持仓股</p><p>而景林的操作恰好相反，在科技股方面新建仓富途、欢聚、<a href=\"https://laohu8.com/S/QFIN\">360数科</a>，同时增持了<a href=\"https://laohu8.com/S/NTES\">网易</a>、京东和SEA，B站和贝壳则遭到了大幅度减持。</p><p><img src=\"https://static.tigerbbs.com/8f86182510a9b05994818b98502831ab\" tg-width=\"956\" tg-height=\"617\" referrerpolicy=\"no-referrer\"></p><p>数据来源：万得，景林部分持仓股票</p><p>从两大私募的持仓看，除了大幅度减持B站和增持网易外，其他股票的操作出现了比较大的分歧。</p><p>比如说高瓴增持的贝壳，景林大幅度减持；而高瓴清仓的富途，景林却开始建仓；</p><p>还有陪伴两者多年的SEA，景林小幅度增持，高瓴却把它清仓了，实在让人摸不到头绪。</p><p><b>除了科技股，新能源板块的分歧也不少。</b></p><p>景林在一季度基本清仓了新能源汽车概念股，包括特斯拉、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/BLDP\">巴拉德动力系统</a>等，同时也清仓了光伏领域的<a href=\"https://laohu8.com/S/JKS\">晶科能源</a>、<a href=\"https://laohu8.com/S/DQ\">大全新能源</a>。</p><p><img src=\"https://static.tigerbbs.com/59e17177169ca8dca4b7420e47186ee4\" tg-width=\"800\" tg-height=\"153\" referrerpolicy=\"no-referrer\"></p><p>数据来源：万得</p><p>而相反，高瓴则重新建仓<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏，<b>当然这也不是高瓴第一次进入造车新势力了。</b>去年3季度高瓴就曾经建仓蔚来、理想、小鹏，四季度清仓，现在又重新建仓，这种短线进出的行为出现在以长期著称的高瓴身上，实在让人迷惑。</p><p><img src=\"https://static.tigerbbs.com/7991972bbf71cd4ff8a9ef27772df6b9\" tg-width=\"613\" tg-height=\"417\" referrerpolicy=\"no-referrer\"></p><p><b>新持仓</b></p><p>除了分歧之外，两家机构在一季度的增持方面，也有不少看点。</p><p><b>首先，两家机构都增持了网易。</b>景林一季度增持网易252万股，而高瓴则是重新建仓，买入网易4.35万股，平均成本103美元。</p><p>网易作为科技界的常青树，给投资者带来了巨大的回报，段永平曾经在网易上赚到了100倍的回报。</p><p>近年来，网易在剥离了电商业务后愈发稳健，经典游戏《梦幻西游》、《大话西游》表现稳定，同时出海成绩优异，根据SensorTower数据，《荒野行动》、《第五人格》、《明日之后》2021Q1收入分别排在出海日本市场的国产手游第2、9、18名。</p><p>今年还有《天谕》、《游戏王》和《忘川风华录》等新游戏上线，也许可以带动公司在去年同期高基数情况下收入进一步同比增长。</p><p><b>其次，在生物科技方面涉猎较广的高瓴，大幅度增持了<a href=\"https://laohu8.com/S/IMAB\">天境生物</a>，持股数量从344.2万股，上升至1521万股。</b></p><p>天境生物是一家成立于2016年，从事肿瘤和自身免疫疾病领域的领先生物制药公司。公司的研发管线中有超过16个创新药，凭借强大的自主研发能力、积极的商业拓展，公司未来有希望成为全球布局的综合性生物制药公司。</p><p>4月14日，天境生物宣布其自主研发的、差异化的CD73抗体uliledlimab（也称为TJD5）的美国1期临床研究成果入选为美国临床肿瘤学会（ASCO）2021年年会壁报，并遴选为报告形式在大会期间公布研究数据。</p><p>而在之前的临床研究中，这款药的数据显示在晚期实体瘤患者中具有良好的安全性和耐用性。</p><p><b>最后，景林新增持了之前一夜成名的360数科。</b></p><p>之前据媒体报道，一家由中国人Henry Liang管理的对冲基金Seahawk China在一季度创下了120%的惊人回报，其中一半的收益来源于对中国互联网金融借贷平台<a href=\"https://laohu8.com/S/FINV\">信也科技</a>（前身“拍拍贷”）和360数科（前身“360金融”）的做多押注。</p><p>从财报看，360数科的业绩增长非常亮眼，就连景林也忍不住出手建仓，也许未来还有不小的投资价值。</p><p><img src=\"https://static.tigerbbs.com/0ead4cdcf0f3b7fc9df82efa80b5d778\" tg-width=\"1080\" tg-height=\"640\" referrerpolicy=\"no-referrer\"></p><p><b>其他</b></p><p>除了高瓴和景林，其他机构也陆续披露了他们一季度的持仓。</p><p>股神巴菲特的<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>依旧专一，虽然其管理规模已经高达2700亿美金，但是持有股票仅为41只，而且其中27只在一季度持仓没有变化。</p><p>股神的第一大持仓依然是苹果，持有股票数量8.8亿股，市值1088亿，按照这个持股比例，股神每年能从苹果得到的分红接近50亿美金。</p><p><img src=\"https://static.tigerbbs.com/223f871761600f016c26d12b9203430f\" tg-width=\"640\" tg-height=\"324\" referrerpolicy=\"no-referrer\"></p><p>股神排名2-4名的分别是<a href=\"https://laohu8.com/S/BAC\">美国银行</a>、<a href=\"https://laohu8.com/S/AXP\">美国运通</a>、<a href=\"https://laohu8.com/S/KO\">可口可乐</a>，持股数量都没有变化。原来持股的第五名<a href=\"https://laohu8.com/S/WFC\">富国银行</a>惨招清仓式减持，减持了98%的股票，位置被<a href=\"https://laohu8.com/S/KHC\">卡夫亨氏</a>取代。</p><p>巴菲特投资富国银行超过30年，即使在2008年金融危机发生时，依然不离不弃。不过近年富国银行不顾巴菲特反对，开始聘任华尔街的人担任CEO，这个也许是清仓的最重要原因。</p><p><img src=\"https://static.tigerbbs.com/f66afa302e7582a77ca6f3b2dc080f87\" tg-width=\"1056\" tg-height=\"187\" referrerpolicy=\"no-referrer\"></p><p>我们再来看一下，之前因为长期重仓特斯拉而为人所熟知的英国投资机构Baillie Grifford。最近，BG也公布了其一季度持仓，数据显示特斯拉被大幅减持，持股数量降低40%至1621万股。</p><p>其实从去年开始，BG就陆陆续续在减持特斯拉股票了，马斯克之前透露今年年底无法实现L5自动驾驶，也许预计的自动驾驶车队计划将会延期。</p><p><b>在减持特斯拉的同时，BG还减持了蔚来，并且新建仓理想。</b>这个举动的原因也许是因为新能源汽车厂商层出不穷，在竞争格局不明朗的情况，平衡下投资组合。</p><p>不过即使这样，我觉得BG还是草率了。因为他们也许还不知道，中国现在几乎所有有头有脸的公司都在造车...</p><p><b>结语</b></p><p>看完一季度大佬们的持仓，给人的感觉就好像最近几个月的股市一样：<b>迷茫。</b></p><p>有的票你买了，他卖了；有的票你卖了，他买了。</p><p>就好像股市里的芸芸众生，有的人起高楼，有的人宴宾客，有的人楼塌了。</p><p>特别是今年经历过Archegos爆仓、基金经理跳楼、大V黑吃黑这些事件后，大家的体会一定更深。</p><p>人生匆匆数十年，股市再怎么风起云涌，最后的大赢家依然稳坐在奥马哈，抱着<a href=\"https://laohu8.com/S/AAPL\">苹果</a>股票数分红。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a82005fdd5a20870413111b3adc1a547","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192247646","content_text":"最近，高瓴、景林等顶级机构先后提交了13F文件，公布了他们一季度的持仓情况。根据过去的经验，这些顶流机构的持仓中，涌现了不少像特斯拉、拼多多、SEA这样的大牛股。那么这一次的13F文件会向投资者传递什么信息呢？我们一起来看看。分歧根据万得的数据，在一季度的持仓中，高瓴对大型科技股进行了明显的减持。大幅度减持了Zoom、京东、优步、B站，清仓了富途、Meli、SEA，仅对贝壳、DoorDash这两只科技股作出了小幅增持。数据来源：万得，高瓴部分持仓股而景林的操作恰好相反，在科技股方面新建仓富途、欢聚、360数科，同时增持了网易、京东和SEA，B站和贝壳则遭到了大幅度减持。数据来源：万得，景林部分持仓股票从两大私募的持仓看，除了大幅度减持B站和增持网易外，其他股票的操作出现了比较大的分歧。比如说高瓴增持的贝壳，景林大幅度减持；而高瓴清仓的富途，景林却开始建仓；还有陪伴两者多年的SEA，景林小幅度增持，高瓴却把它清仓了，实在让人摸不到头绪。除了科技股，新能源板块的分歧也不少。景林在一季度基本清仓了新能源汽车概念股，包括特斯拉、百度、巴拉德动力系统等，同时也清仓了光伏领域的晶科能源、大全新能源。数据来源：万得而相反，高瓴则重新建仓蔚来、小鹏，当然这也不是高瓴第一次进入造车新势力了。去年3季度高瓴就曾经建仓蔚来、理想、小鹏，四季度清仓，现在又重新建仓，这种短线进出的行为出现在以长期著称的高瓴身上，实在让人迷惑。新持仓除了分歧之外，两家机构在一季度的增持方面，也有不少看点。首先，两家机构都增持了网易。景林一季度增持网易252万股，而高瓴则是重新建仓，买入网易4.35万股，平均成本103美元。网易作为科技界的常青树，给投资者带来了巨大的回报，段永平曾经在网易上赚到了100倍的回报。近年来，网易在剥离了电商业务后愈发稳健，经典游戏《梦幻西游》、《大话西游》表现稳定，同时出海成绩优异，根据SensorTower数据，《荒野行动》、《第五人格》、《明日之后》2021Q1收入分别排在出海日本市场的国产手游第2、9、18名。今年还有《天谕》、《游戏王》和《忘川风华录》等新游戏上线，也许可以带动公司在去年同期高基数情况下收入进一步同比增长。其次，在生物科技方面涉猎较广的高瓴，大幅度增持了天境生物，持股数量从344.2万股，上升至1521万股。天境生物是一家成立于2016年，从事肿瘤和自身免疫疾病领域的领先生物制药公司。公司的研发管线中有超过16个创新药，凭借强大的自主研发能力、积极的商业拓展，公司未来有希望成为全球布局的综合性生物制药公司。4月14日，天境生物宣布其自主研发的、差异化的CD73抗体uliledlimab（也称为TJD5）的美国1期临床研究成果入选为美国临床肿瘤学会（ASCO）2021年年会壁报，并遴选为报告形式在大会期间公布研究数据。而在之前的临床研究中，这款药的数据显示在晚期实体瘤患者中具有良好的安全性和耐用性。最后，景林新增持了之前一夜成名的360数科。之前据媒体报道，一家由中国人Henry Liang管理的对冲基金Seahawk China在一季度创下了120%的惊人回报，其中一半的收益来源于对中国互联网金融借贷平台信也科技（前身“拍拍贷”）和360数科（前身“360金融”）的做多押注。从财报看，360数科的业绩增长非常亮眼，就连景林也忍不住出手建仓，也许未来还有不小的投资价值。其他除了高瓴和景林，其他机构也陆续披露了他们一季度的持仓。股神巴菲特的伯克希尔依旧专一，虽然其管理规模已经高达2700亿美金，但是持有股票仅为41只，而且其中27只在一季度持仓没有变化。股神的第一大持仓依然是苹果，持有股票数量8.8亿股，市值1088亿，按照这个持股比例，股神每年能从苹果得到的分红接近50亿美金。股神排名2-4名的分别是美国银行、美国运通、可口可乐，持股数量都没有变化。原来持股的第五名富国银行惨招清仓式减持，减持了98%的股票，位置被卡夫亨氏取代。巴菲特投资富国银行超过30年，即使在2008年金融危机发生时，依然不离不弃。不过近年富国银行不顾巴菲特反对，开始聘任华尔街的人担任CEO，这个也许是清仓的最重要原因。我们再来看一下，之前因为长期重仓特斯拉而为人所熟知的英国投资机构Baillie Grifford。最近，BG也公布了其一季度持仓，数据显示特斯拉被大幅减持，持股数量降低40%至1621万股。其实从去年开始，BG就陆陆续续在减持特斯拉股票了，马斯克之前透露今年年底无法实现L5自动驾驶，也许预计的自动驾驶车队计划将会延期。在减持特斯拉的同时，BG还减持了蔚来，并且新建仓理想。这个举动的原因也许是因为新能源汽车厂商层出不穷，在竞争格局不明朗的情况，平衡下投资组合。不过即使这样，我觉得BG还是草率了。因为他们也许还不知道，中国现在几乎所有有头有脸的公司都在造车...结语看完一季度大佬们的持仓，给人的感觉就好像最近几个月的股市一样：迷茫。有的票你买了，他卖了；有的票你卖了，他买了。就好像股市里的芸芸众生，有的人起高楼，有的人宴宾客，有的人楼塌了。特别是今年经历过Archegos爆仓、基金经理跳楼、大V黑吃黑这些事件后，大家的体会一定更深。人生匆匆数十年，股市再怎么风起云涌，最后的大赢家依然稳坐在奥马哈，抱着苹果股票数分红。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":196058777,"gmtCreate":1621001103299,"gmtModify":1621001103299,"author":{"id":"3564542873347290","authorId":"3564542873347290","name":"我们都是苦命人","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564542873347290","idStr":"3564542873347290"},"themes":[],"htmlText":"<a 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我已经跑了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368731884","isVote":1,"tweetType":1,"viewCount":1814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350326622,"gmtCreate":1616161952366,"gmtModify":1616162646980,"author":{"id":"3564542873347290","authorId":"3564542873347290","name":"我们都是苦命人","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564542873347290","idStr":"3564542873347290"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>老虎你怎么了 旁边的牛牛很凶你很弱","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>老虎你怎么了 旁边的牛牛很凶你很弱","text":"$老虎证券(TIGR)$老虎你怎么了 旁边的牛牛很凶你很弱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/350326622","isVote":1,"tweetType":1,"viewCount":2106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325889974,"gmtCreate":1615885849498,"gmtModify":1703494456427,"author":{"id":"3564542873347290","authorId":"3564542873347290","name":"我们都是苦命人","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564542873347290","idStr":"3564542873347290"},"themes":[],"htmlText":"没感觉 开盘大跌","listText":"没感觉 开盘大跌","text":"没感觉 开盘大跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/325889974","repostId":"1137191262","repostType":4,"repost":{"id":"1137191262","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1615885251,"share":"https://ttm.financial/m/news/1137191262?lang=&edition=full","pubTime":"2021-03-16 17:00","market":"us","language":"zh","title":"盘前异动：新能源车板块齐涨！区块链概念走势分化","url":"https://stock-news.laohu8.com/highlight/detail?id=1137191262","media":"老虎资讯综合","summary":"哔哩哔哩盘前走高，现涨超4%，公司通过港交所上市聆讯。\n\n\n贝壳盘前涨超4%，贝壳去年营收同比增五成，第四季度扭亏为盈。\n\n\n Nikola盘前跌近4%，Nikola申请发行高达1亿美元的普通股。\n\n","content":"<blockquote>\n <a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>盘前走高，现涨超4%，公司通过港交所上市聆讯。\n</blockquote>\n<blockquote>\n <a href=\"https://laohu8.com/S/BEKE\">贝壳</a>盘前涨超4%，贝壳去年营收同比增五成，第四季度扭亏为盈。\n</blockquote>\n<blockquote>\n Nikola盘前跌近4%，Nikola申请发行高达1亿美元的普通股。\n</blockquote>\n<blockquote>\n <a href=\"https://laohu8.com/S/QFIN\">360数科</a>盘前涨超3%，公司2020年营收超市场预期。\n</blockquote>\n<p>3月16日，美国三大股指期货涨跌不一，截至发稿，道指期货跌0.18%；标普500指数期货跌0.06%；纳斯达克100指数期货涨0.23%。</p>\n<p><img src=\"https://static.tigerbbs.com/31dfe39879200b5bbe0a9469ca1d266f\" tg-width=\"478\" tg-height=\"186\" referrerpolicy=\"no-referrer\"></p>\n<p>美股区块链概念股盘前走势分化</p>\n<p><img src=\"https://static.tigerbbs.com/4c572d456c5828b4ee48e87e6033fb60\" tg-width=\"478\" tg-height=\"539\" referrerpolicy=\"no-referrer\"></p>\n<p>美股大麻股盘前普涨</p>\n<p><img src=\"https://static.tigerbbs.com/05bfa85e5951c1e06191df53ab2b9089\" tg-width=\"478\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p>\n<p>新能源车板块盘前齐涨，<a href=\"https://laohu8.com/S/CCIV.U\">Churchill Capital Corp IV</a>涨超6%，<a href=\"https://laohu8.com/S/KNDI\">康迪车业</a>涨超5%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨近2%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/F\">福特汽车</a>涨超1%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨0.93%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨0.47%。</p>\n<p>哔哩哔哩盘前走高，现涨超4%，公司通过港交所上市聆讯。</p>\n<p>贝壳盘前涨超4%，贝壳去年营收同比增五成，第四季度扭亏为盈。</p>\n<p>Nikola盘前跌近4%，Nikola申请发行高达1亿美元的普通股。</p>\n<p>360数科盘前涨超3%，公司2020年营收超市场预期。</p>\n<p>生物技术公司Anchiano盘前涨超34%，公司宣布股东批准了与Chemomab的合并，并将获得4550万美元的私募融资。</p>","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>盘前异动：新能源车板块齐涨！区块链概念走势分化</title>\n<style 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href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>盘前走高，现涨超4%，公司通过港交所上市聆讯。\n</blockquote>\n<blockquote>\n <a href=\"https://laohu8.com/S/BEKE\">贝壳</a>盘前涨超4%，贝壳去年营收同比增五成，第四季度扭亏为盈。\n</blockquote>\n<blockquote>\n Nikola盘前跌近4%，Nikola申请发行高达1亿美元的普通股。\n</blockquote>\n<blockquote>\n <a href=\"https://laohu8.com/S/QFIN\">360数科</a>盘前涨超3%，公司2020年营收超市场预期。\n</blockquote>\n<p>3月16日，美国三大股指期货涨跌不一，截至发稿，道指期货跌0.18%；标普500指数期货跌0.06%；纳斯达克100指数期货涨0.23%。</p>\n<p><img src=\"https://static.tigerbbs.com/31dfe39879200b5bbe0a9469ca1d266f\" tg-width=\"478\" tg-height=\"186\" referrerpolicy=\"no-referrer\"></p>\n<p>美股区块链概念股盘前走势分化</p>\n<p><img src=\"https://static.tigerbbs.com/4c572d456c5828b4ee48e87e6033fb60\" tg-width=\"478\" tg-height=\"539\" referrerpolicy=\"no-referrer\"></p>\n<p>美股大麻股盘前普涨</p>\n<p><img src=\"https://static.tigerbbs.com/05bfa85e5951c1e06191df53ab2b9089\" tg-width=\"478\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p>\n<p>新能源车板块盘前齐涨，<a href=\"https://laohu8.com/S/CCIV.U\">Churchill Capital Corp IV</a>涨超6%，<a href=\"https://laohu8.com/S/KNDI\">康迪车业</a>涨超5%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨近2%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/F\">福特汽车</a>涨超1%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨0.93%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨0.47%。</p>\n<p>哔哩哔哩盘前走高，现涨超4%，公司通过港交所上市聆讯。</p>\n<p>贝壳盘前涨超4%，贝壳去年营收同比增五成，第四季度扭亏为盈。</p>\n<p>Nikola盘前跌近4%，Nikola申请发行高达1亿美元的普通股。</p>\n<p>360数科盘前涨超3%，公司2020年营收超市场预期。</p>\n<p>生物技术公司Anchiano盘前涨超34%，公司宣布股东批准了与Chemomab的合并，并将获得4550万美元的私募融资。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137191262","content_text":"哔哩哔哩盘前走高，现涨超4%，公司通过港交所上市聆讯。\n\n\n贝壳盘前涨超4%，贝壳去年营收同比增五成，第四季度扭亏为盈。\n\n\n Nikola盘前跌近4%，Nikola申请发行高达1亿美元的普通股。\n\n\n360数科盘前涨超3%，公司2020年营收超市场预期。\n\n3月16日，美国三大股指期货涨跌不一，截至发稿，道指期货跌0.18%；标普500指数期货跌0.06%；纳斯达克100指数期货涨0.23%。\n\n美股区块链概念股盘前走势分化\n\n美股大麻股盘前普涨\n\n新能源车板块盘前齐涨，Churchill Capital Corp 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