rororoororor的个人主页 - 老虎社区

rororoororor

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IP属地：云南

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1主题

0勋章

2025-11-13

闹啥呢？ AI发的？

贝莱德第三季度减仓蔚来逾四成

2025-11-13

$蔚来-SW(09866)$ 为啥没动静还？

2025-10-31

$蔚来-SW(09866)$ 赶紧放个月销量冲冲喜吧

2025-10-29

$蔚来(NIO)$ 7块都快磨穿了，别蹭了[呆住]

2025-10-29

那个f开头的哥们儿呢？

2025-10-28

$微软(MSFT)$ 螺旋升天，随时爆炸

2025-10-16

解释解释怎么个虚增？

市场消息：新加坡政府投资公司（GIC）指控蔚来收入虚增

2025-09-30

$蔚来(NIO)$ 涨太快了，7块调整半个月吧再

2025-09-26

$MIU.HK 20250929 55.00 PUT$

2025-09-26

$MIU.HK 20250929 55.00 PUT$

2025-09-25

$小米集团-W(01810)$ 赶紧拉一坨大的

2025-09-24

Replying to @forcec:空的爽嘛 //@forcec:L90是不错，但是会抹掉L60的销量，ES8也不错，但是其他车都很难卖了，最终还是在2万辆

2025-09-24

Replying to @forcec:可算是能找到东西叨叨了//@forcec:L90是不错，但是会抹掉L60的销量，ES8也不错，但是其他车都很难卖了，最终还是在2万辆

2025-09-10

$美团-W(03690)$ 良心企业，祝早日倒闭

2025-09-09

Replying to @forcec:你记得就行//@forcec:谁还记得今年的目标是44万台//@只买特斯拉信仰股:四季度蔚来目标5万辆/月，平均1.25万辆/周。

2025-08-28

$蔚来(NIO)$ 别挣扎了，回5块去稳稳吧，涨太多了

2025-08-27

$京东(JD)$ 美团都被干💩了，你跌个啥

2025-08-26

$蔚来(NIO)$ 疯了？🤪

2025-08-22

$蔚来-SW(09866)$ 挫骨扬灰那哥们儿爆了没？

2025-08-21

$蔚来-SW(09866)$ 不急，5块还要晃荡一阵子

去老虎APP查看更多动态

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AI发的？","listText":"闹啥呢？ AI发的？","text":"闹啥呢？ AI发的？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499741122167528","repostId":"2583553304","repostType":2,"repost":{"id":"2583553304","kind":"news","pubTimestamp":1763014842,"share":"https://www.laohu8.com/m/news/2583553304?lang=zh_CN&edition=full","pubTime":"2025-11-13 14:20","market":"us","language":"zh","title":"贝莱德第三季度减仓蔚来逾四成","url":"https://stock-news.laohu8.com/highlight/detail?id=2583553304","media":"电车黑板报","summary":"今年上半年连续两季增持蔚来美股后，全球最大的资产管理机构贝莱德在第三季度减持逾四成股份，持仓规模创年内新低。当地时间11月12日，贝莱德向SEC提交了2025年第三季度13F持仓文件。第一季度和第二季度，贝莱德连续两季增持蔚来美股，增持幅度分别达到65%和12%。从历史持仓来看，贝莱德对小鹏和理想的建仓均始于2020年第三季度。第三季度，贝莱德减持极氪股份近4.5万股，环比减少11%至35.4万股。","content":"<html><body><article><p>今年上半年连续两季增持<a href=\"https://laohu8.com/S/NIO\">蔚来</a>美股后，全球最大的资产管理机构<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>在第三季度减持逾四成股份，持仓规模创年内新低。</p><p>当地时间11月12日，贝莱德向SEC提交了2025年第三季度13F持仓文件。据13f.info数据，贝莱德第三季度减持<a href=\"https://laohu8.com/S/09866\">蔚来</a>美股164.18万股，持仓规模（不含期权）环比减少43%至220.68万股。</p><p>不过，受益于<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>股价在第三季度上涨122%，贝莱德报告期末对其持仓市值环比增加27.4%至1681.5万美元，并连续三个季度上升。第一季度和第二季度，贝莱德连续两季增持蔚来美股，增持幅度分别达到65%和12%。</p><img src=\"https://mmbiz.qpic.cn/sz_mmbiz_jpg/epofLEmUaX06YuoTfdicj2TSRBJHnraVzMic8M3dZVYeCUYsnIsYicUvKEkUfiaClfJs2MlEfPnsoV3DxpVJhoZEicw/640?wx_fmt=jpeg&amp;from=appmsg\"/><p>贝莱德首次买入蔚来美股始于2019年第一季度，当时仅持有23.1万股。此后持仓规模逐季增加，巅峰时一度持有超过6600万股。去年第三季度大幅减持后，贝莱德对蔚来美股的持仓规模从千万级降至百万级。</p><p>截至今年第二季度末，贝莱德在申报持有蔚来美股的机构股东中排名第九。</p><p>在已披露的第三季度13F持仓文件中，贝莱德对蔚来的持股排名暂列第六，排名靠前的机构包括WT Asset Management Ltd、RWC ASSET ADVISORS （US） LLC、花旗和<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>等。</p><p>其中，WT和RWC均为新建仓，分别持有蔚来美股1865.09万股和1046.73万股。前者时隔14个季度再度买入蔚来，后者则间隔19个季度。</p><p>据Eletric-Vehicles援引Fintel数据，蔚来目前共有441家机构股东，合计被持有股份超过1.84亿股。</p><p>对于其他三家中国造车新势力：<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>和<a href=\"https://laohu8.com/S/ZK\">极氪</a>，贝莱德的持有态度不一。</p><p>今年第三季度，贝莱德分别增持小鹏和理想21.45万股和1.44万股，环比分别增加11%、2%。截至报告期末，该机构持有小鹏美股209.23万股，三年来首次超过200万股；对理想美股的持仓规模只有88.76万股，连续三年在100万股上下浮动。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251113143348312v201hmxvy3j2rts\"/><p>从历史持仓来看，贝莱德对小鹏和理想的建仓均始于2020年第三季度。巅峰时期，该机构曾连续三个季度持有小鹏股份超过2000万股，对理想股份则连续四个季度持有近3000万股。2022年第四季度，贝莱德对小鹏和理想均进行了大幅减持，持仓规模断崖式下滑。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251113143348920v201utddd1s4rsb\"/><p>与“蔚小理”相比，贝莱德对极氪股份的持有时间较短，持仓规模也比较有限。去年第三季度，该机构首次建仓极氪，当时买入22.55万股。</p><p>今年第一季度增加至84.8万股并创新高后，连续两季减持。第三季度，贝莱德减持极氪股份近4.5万股，环比减少11%至35.4万股。极氪并入<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>的整体交割工作预计将于今年年底前完成，届时极氪将从<a href=\"https://laohu8.com/S/NYSE\">纽交所</a><span>退市</span>。</p><p>截至报告期末，贝莱德共计持有美股标的5450只，环比减少6只；持仓总市值超过5.7万亿美元，并续刷新高。<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、微软、苹果和亚马逊等十大重仓股，合占该机构投资组合的30.1%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251113143349427v201ltin6ad69hn\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>贝莱德第三季度减仓蔚来逾四成</title>\n<style 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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贝莱德第三季度减仓蔚来逾四成\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-13 14:20 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251113143406a49e3e4e&s=b><strong>电车黑板报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年上半年连续两季增持蔚来美股后，全球最大的资产管理机构贝莱德在第三季度减持逾四成股份，持仓规模创年内新低。当地时间11月12日，贝莱德向SEC提交了2025年第三季度13F持仓文件。据13f.info数据，贝莱德第三季度减持蔚来美股164.18万股，持仓规模（不含期权）环比减少43%至220.68万股。不过，受益于蔚来股价在第三季度上涨122%，贝莱德报告期末对其持仓市值环比增加27.4%至...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251113143406a49e3e4e&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BVYPNW00.USD":"GUINNESS GLOBAL EQUITY INCOME \"C\" (USD) ACC","LU0731783048.USD":"FIDELITY GLOBAL DIVIDEND \"A\" (USD) INC MONTHLY (G)","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","BK4574":"无人驾驶","IE00B64PRP62.GBP":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (GBP) ACC","BK4509":"腾讯概念","LU1291159041.SGD":"CPR Invest - Global Silver Age A2 Acc SGD-H","IE00B3QW5Z07.USD":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (USD) ACC","BK4532":"文艺复兴科技持仓","IE00BGHQF748.EUR":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (EUR) ACC","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4531":"中概回港概念","LU0157215616.USD":"FIDELITY 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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市场消息：新加坡政府投资公司（GIC）指控蔚来收入虚增\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-10-16 14:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月16日，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>H股跌幅一度扩大至13%，美股夜盘大跌超10%；市场消息：新加坡政府投资公司（GIC）指控蔚来收入虚增。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8bd55791c122441108ec0f94c03a9c48\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">消息面上，据彭博报道新加坡主权财富基金——新加坡政府投资公司（GIC）已在美国法院对中国电动汽车制造商<a href=\"https://laohu8.com/S/NIO\">蔚来</a>及其高管提起诉讼。该诉讼指控蔚来涉嫌证券欺诈，这也是主权财富基金首次对海外上市的中国企业提起此类诉讼。</p><p style=\"text-align: justify;\">这起由GIC发起的诉讼，将蔚来公司、其CEO李斌以及前CFO奉玮列为被告。GIC的核心指控是：蔚来通过与其合作伙伴宁德时代等共同成立的武汉蔚能电池资产有限公司虚增收入和利润。GIC声称，蔚来隐瞒了对蔚能的实际控制，从而误导投资者，导致GIC遭受投资损失。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc11010715886eb788b640657c5acb4e\" title=\"\" tg-width=\"839\" tg-height=\"567\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f36b37eb8e9efe8641c7be55a7da26d","relate_stocks":{"BK4555":"新能源车","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","09866":"蔚来-SW","NIO":"蔚来","BK4588":"碎股","BK1119":"汽车制造商","BK4548":"巴美列捷福持仓","BK6125":"汽车制造商","BK4574":"无人驾驶","NIO.SI":"蔚来","BK4509":"腾讯概念","BK1588":"回港中概股","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4531":"中概回港概念","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) 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//@forcec:L90是不错，但是会抹掉L60的销量，ES8也不错，但是其他车都很难卖了，最终还是在2万辆","images":[{"img":"https://static.tigerbbs.com/9e0c545fee14e7b9b61f5318cdebbbb4"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481976007184416","isVote":1,"tweetType":1,"viewCount":873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":481974596399400,"gmtCreate":1758693685945,"gmtModify":1758693689233,"author":{"id":"4089521024625950","authorId":"4089521024625950","name":"rororoororor","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089521024625950","authorIdStr":"4089521024625950"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3518983480179242\">@forcec</a>:可算是能找到东西叨叨了//<a href=\"https://laohu8.com/U/3518983480179242\">@forcec</a>:L90是不错，但是会抹掉L60的销量，ES8也不错，但是其他车都很难卖了，最终还是在2万辆","listText":"Replying to <a 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良心企业，祝早日倒闭","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 良心企业，祝早日倒闭","text":"$美团-W(03690)$ 良心企业，祝早日倒闭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477051680424312","isVote":1,"tweetType":1,"viewCount":1114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476772125331584,"gmtCreate":1757421786751,"gmtModify":1757421789625,"author":{"id":"4089521024625950","authorId":"4089521024625950","name":"rororoororor","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089521024625950","authorIdStr":"4089521024625950"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3518983480179242\">@forcec</a>:你记得就行//<a href=\"https://laohu8.com/U/3518983480179242\">@forcec</a>:谁还记得今年的目标是44万台//<a 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