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目光放远,聚焦长线
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战略投资部
战略投资部
·
02-19
$拼多多(PDD)$
回5天线再观察
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2
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战略投资部
战略投资部
·
02-19
样样松
法拉第未来:计划于3月10日将其纳斯达克股票代码更改为“FFAI”
2月19日,$法拉第未来(FFIE)$宣称,计划扩大其以人工智能为重点的招聘,以推动公司在2025年加大人工智能研发力度。计划于3月10日将其纳斯达克股票代码更改为“FFAI”。
法拉第未来:计划于3月10日将其纳斯达克股票代码更改为“FFAI”
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战略投资部
战略投资部
·
02-14
阿里卖飞了
景林资产2024年Q4清仓阿里巴巴,加码拼多多与Sea,背后有何玄机?
近日,香港景林资产管理香港有限公司披露了其最新的13F文件,揭示了该公司在2024年第四季度的仓位变动情况。五大持仓股揭晓截至2024年末,景林的五大持仓股分别为Meta、拼多多、网易、满帮和台积电。景林在第四季度清仓了爱彼迎,并减持了携程等旅游相关股份。这些AI牛股在2024年末可能还备受追捧,但到了2025年初,其前景已经变得不再确定。对此,市场普遍认为景林可能已经着手根据新的趋势作出改变。
景林资产2024年Q4清仓阿里巴巴,加码拼多多与Sea,背后有何玄机?
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战略投资部
战略投资部
·
2024-12-09
$英伟达(NVDA)$
国内的调查,本来就限售,阉割芯片该卖还是抢着买[捂脸]
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战略投资部
战略投资部
·
2024-11-01
$特朗普媒体科技集团(DJT)$
有种感觉跌差不多了昨晚把put买了补了个call, 希望今天有反弹吧🤣
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战略投资部
战略投资部
·
2024-10-15
发帖人不是那谁吗?[冷漠][冷漠]
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战略投资部
战略投资部
·
2024-10-11
$特斯拉(TSLA)$
有机会211接吗[傲娇]
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战略投资部
战略投资部
·
2024-10-03
$特斯拉(TSLA)$
今天什么奇葩走法
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战略投资部
战略投资部
·
2024-08-29
$英伟达(NVDA)$
很好的加仓机会
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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>法拉第未来:计划于3月10日将其纳斯达克股票代码更改为“FFAI”</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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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\">2025-02-19 05:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月19日,<a href=\"https://laohu8.com/S/FFIE\">法拉第未来</a>盘前涨逾11%。公司宣称,计划扩大其以人工智能为重点的招聘,以推动公司在2025年加大人工智能研发力度。计划于3月10日将其纳斯达克股票代码更改为“FFAI”。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3daa3ba3b1baac84e18742628da83e98\" title=\"\" tg-width=\"450\" tg-height=\"130\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c01046ddc1fb73222fde7705ba13018\" title=\"\" tg-width=\"777\" tg-height=\"750\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/78ac86bdab506d9898920e00d5d818b2","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110970727","content_text":"2月19日,法拉第未来盘前涨逾11%。公司宣称,计划扩大其以人工智能为重点的招聘,以推动公司在2025年加大人工智能研发力度。计划于3月10日将其纳斯达克股票代码更改为“FFAI”。","news_type":1,"symbols_score_info":{"FFIE":1.1}},"isVote":1,"tweetType":1,"viewCount":618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403294374670672,"gmtCreate":1739478909784,"gmtModify":1739478911724,"author":{"id":"3481196343909604","authorId":"3481196343909604","name":"战略投资部","avatar":"https://static.tigerbbs.com/54574c6d7aac016e5dd359c8da78f5e4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3481196343909604","authorIdStr":"3481196343909604"},"themes":[],"htmlText":"阿里卖飞了","listText":"阿里卖飞了","text":"阿里卖飞了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403294374670672","repostId":"2511515374","repostType":2,"repost":{"id":"2511515374","kind":"highlight","pubTimestamp":1739435608,"share":"https://www.laohu8.com/m/news/2511515374?lang=&edition=full","pubTime":"2025-02-13 16:33","market":"sh","language":"zh","title":"景林资产2024年Q4清仓阿里巴巴,加码拼多多与Sea,背后有何玄机?","url":"https://stock-news.laohu8.com/highlight/detail?id=2511515374","media":"金融界","summary":"近日,香港景林资产管理香港有限公司披露了其最新的13F文件,揭示了该公司在2024年第四季度的仓位变动情况。五大持仓股揭晓截至2024年末,景林的五大持仓股分别为Meta、拼多多、网易、满帮和台积电。景林在第四季度清仓了爱彼迎,并减持了携程等旅游相关股份。这些AI牛股在2024年末可能还备受追捧,但到了2025年初,其前景已经变得不再确定。对此,市场普遍认为景林可能已经着手根据新的趋势作出改变。","content":"<html><body><div>\n<p>近日,香港景林资产管理香港有限公司披露了其最新的13F文件,揭示了该公司在2024年第四季度的仓位变动情况。文件显示,景林在第四季度大手笔买入了一系列科技股、电商股以及其他行业的龙头公司,同时也清仓和减持了部分股份,其投资布局和策略调整引发了市场的广泛关注。</p><p><strong>大手笔买入搜索引擎与光伏股</strong></p><p>据13F文件显示,景林在2024年第四季度大举建仓了俄罗斯的搜索引擎公司Nebius Group(NBIS.US)和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>-A(GOOGL.US)。这两家公司在搜索引擎领域均有着举足轻重的地位,Nebius Group作为俄罗斯市场的佼佼者,而谷歌则是全球搜索引擎的霸主。景林的这一举动,无疑显示出了其对搜索引擎行业未来发展的看好。</p><p>此外,景林还买入了光伏股大全新能源(DQ.US)。随着全球对可再生能源的重视和需求的增加,光伏行业迎来了前所未有的发展机遇。大全新能源作为光伏产业的领军企业之一,其业绩和前景均被市场广泛看好。景林的买入,也进一步印证了其对光伏行业未来发展的信心。</p><p><strong>加码国际赛事与游戏公司</strong></p><p>除了搜索引擎和光伏股,景林还建仓了拥有国际一级方程式锦标赛独家商业推广权的Formula One Group(FWONK.US),以及游戏公司<a href=\"https://laohu8.com/S/NTES\">网易</a>(NTES.US)。Formula One Group作为国际一级方程式锦标赛的独家商业推广权持有者,其业务与全球体育赛事和娱乐产业紧密相连。而网易则是中国游戏行业的龙头企业之一,其游戏产品和业务在全球范围内都有着广泛的影响力和用户基础。</p><p>同时,景林在第四季度还加仓了一大批科技股和电商股,包括Meta(META.US)、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>(PDD.US)、网易(再次加仓)、<a href=\"https://laohu8.com/S/YMM\">满帮</a>(YMM.US)、<a href=\"https://laohu8.com/S/ZTO\">中通快递</a>(ZTO.US)、谷歌(再次加仓)、<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)、大全新能源(再次加仓)、Sea(SE.US)、<a href=\"https://laohu8.com/S/UNH\">联合健康</a>(UNH.US)和<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)。这些公司的业务范围涵盖了社交媒体、电商、物流、科技等多个领域,都是各自行业的佼佼者。</p><p><strong>减持与清仓部分科技股</strong></p><p>然而,在买入和加仓的同时,景林也减持了一些正当红的科技股。其中包括<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL.US)等。这些股份在2024年末的股价相较于whalewisdom估算的景林平均买入价,已经有一定规模的溢价。此外,景林还减持了一些已经累计了一定涨幅的中概股,如<a href=\"https://laohu8.com/S/QFIN\">奇富科技</a>(QFIN.US)、富途(FUTU.US)、<a href=\"https://laohu8.com/S/EDU\">新东方</a>(EDU.US)、携程(TCOM.US)、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>(BEKE.US)等。</p><p>值得注意的是,景林还减持了一些似乎是亏损的股份,如网约车公司<a href=\"https://laohu8.com/S/UBER\">优步</a>(UBER.US)和疫苗供应商<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>(PFE.US)。不过,由于股价的波动和市场的变化,这些数据的准确性可能存在一定的误差。</p><p>在清仓方面,景林在第四季度清仓了美光(MU.US)、<a href=\"https://laohu8.com/S/ABNB\">爱彼迎</a>(ABNB.US)、标普生物科技ETF(XBI.US)、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>(BABA.US)和<a href=\"https://laohu8.com/S/DELL\">戴尔</a>(DELL.US)。这些股份在2024年第三季度的表现相对较好,但景林可能出于对未来市场走势的判断和自身投资策略的调整,选择了清仓套现。</p><p><strong>五大持仓股揭晓</strong></p><p>截至2024年末,景林的五大持仓股分别为Meta、拼多多、网易、满帮和台积电。这五家公司都是各自行业的龙头企业,具有强大的市场竞争力和盈利能力。景林对这五家公司的持仓,也进一步彰显了其投资理念和策略。</p><p><strong>疫情过后旅游概念股落幕,AI股前景生变</strong></p><p>值得注意的是,疫情过后旅游概念股的一波涨势似乎已经落幕。景林在第四季度清仓了爱彼迎,并减持了携程等旅游相关股份。这一举动可能预示着景林对旅游行业未来走势的谨慎态度。</p><p>同时,景林仍看好英伟达等AI相关股份,并加仓了微软、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>等科技巨头。然而,随着DeepSeek等新兴AI技术的出现,西方的AI方法学已经发生了变化。这些AI牛股在2024年末可能还备受追捧,但到了2025年初,其前景已经变得不再确定。特别是OpenAI推出的AI搜索技术,可能颠覆传统的搜索模式,对谷歌和Nebius等搜索引擎公司构成挑战。</p><p>对此,市场普遍认为景林可能已经着手根据新的趋势作出改变。虽然13F文件只反映了2024年第四季度的仓位情况,但景林作为一家专业的投资机构,其投资策略和布局往往具有前瞻性和预见性。因此,市场对景林未来的投资动向和表现充满了期待和关注。</p>\n<div>\n<div>\r\n 责任编辑:钟离\r\n </div>\n</div>\n</div></body></html>","source":"jinrongjie_highlight","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2024年Q4清仓阿里巴巴,加码拼多多与Sea,背后有何玄机?</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景林资产2024年Q4清仓阿里巴巴,加码拼多多与Sea,背后有何玄机?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-13 16:33 北京时间 <a href=https://usstock.jrj.com.cn/2025/02/13163348138916.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日,香港景林资产管理香港有限公司披露了其最新的13F文件,揭示了该公司在2024年第四季度的仓位变动情况。文件显示,景林在第四季度大手笔买入了一系列科技股、电商股以及其他行业的龙头公司,同时也清仓和减持了部分股份,其投资布局和策略调整引发了市场的广泛关注。大手笔买入搜索引擎与光伏股据13F文件显示,景林在2024年第四季度大举建仓了俄罗斯的搜索引擎公司Nebius Group(NBIS.US)和...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2025/02/13163348138916.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://usstock.jrj.com.cn/2025/02/13163348138916.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2511515374","content_text":"近日,香港景林资产管理香港有限公司披露了其最新的13F文件,揭示了该公司在2024年第四季度的仓位变动情况。文件显示,景林在第四季度大手笔买入了一系列科技股、电商股以及其他行业的龙头公司,同时也清仓和减持了部分股份,其投资布局和策略调整引发了市场的广泛关注。大手笔买入搜索引擎与光伏股据13F文件显示,景林在2024年第四季度大举建仓了俄罗斯的搜索引擎公司Nebius Group(NBIS.US)和谷歌-A(GOOGL.US)。这两家公司在搜索引擎领域均有着举足轻重的地位,Nebius Group作为俄罗斯市场的佼佼者,而谷歌则是全球搜索引擎的霸主。景林的这一举动,无疑显示出了其对搜索引擎行业未来发展的看好。此外,景林还买入了光伏股大全新能源(DQ.US)。随着全球对可再生能源的重视和需求的增加,光伏行业迎来了前所未有的发展机遇。大全新能源作为光伏产业的领军企业之一,其业绩和前景均被市场广泛看好。景林的买入,也进一步印证了其对光伏行业未来发展的信心。加码国际赛事与游戏公司除了搜索引擎和光伏股,景林还建仓了拥有国际一级方程式锦标赛独家商业推广权的Formula One Group(FWONK.US),以及游戏公司网易(NTES.US)。Formula One Group作为国际一级方程式锦标赛的独家商业推广权持有者,其业务与全球体育赛事和娱乐产业紧密相连。而网易则是中国游戏行业的龙头企业之一,其游戏产品和业务在全球范围内都有着广泛的影响力和用户基础。同时,景林在第四季度还加仓了一大批科技股和电商股,包括Meta(META.US)、拼多多(PDD.US)、网易(再次加仓)、满帮(YMM.US)、中通快递(ZTO.US)、谷歌(再次加仓)、微软(MSFT.US)、大全新能源(再次加仓)、Sea(SE.US)、联合健康(UNH.US)和英伟达(NVDA.US)。这些公司的业务范围涵盖了社交媒体、电商、物流、科技等多个领域,都是各自行业的佼佼者。减持与清仓部分科技股然而,在买入和加仓的同时,景林也减持了一些正当红的科技股。其中包括台积电(TSM.US)、苹果(AAPL.US)等。这些股份在2024年末的股价相较于whalewisdom估算的景林平均买入价,已经有一定规模的溢价。此外,景林还减持了一些已经累计了一定涨幅的中概股,如奇富科技(QFIN.US)、富途(FUTU.US)、新东方(EDU.US)、携程(TCOM.US)、贝壳(BEKE.US)等。值得注意的是,景林还减持了一些似乎是亏损的股份,如网约车公司优步(UBER.US)和疫苗供应商辉瑞(PFE.US)。不过,由于股价的波动和市场的变化,这些数据的准确性可能存在一定的误差。在清仓方面,景林在第四季度清仓了美光(MU.US)、爱彼迎(ABNB.US)、标普生物科技ETF(XBI.US)、阿里巴巴(BABA.US)和戴尔(DELL.US)。这些股份在2024年第三季度的表现相对较好,但景林可能出于对未来市场走势的判断和自身投资策略的调整,选择了清仓套现。五大持仓股揭晓截至2024年末,景林的五大持仓股分别为Meta、拼多多、网易、满帮和台积电。这五家公司都是各自行业的龙头企业,具有强大的市场竞争力和盈利能力。景林对这五家公司的持仓,也进一步彰显了其投资理念和策略。疫情过后旅游概念股落幕,AI股前景生变值得注意的是,疫情过后旅游概念股的一波涨势似乎已经落幕。景林在第四季度清仓了爱彼迎,并减持了携程等旅游相关股份。这一举动可能预示着景林对旅游行业未来走势的谨慎态度。同时,景林仍看好英伟达等AI相关股份,并加仓了微软、亚马逊等科技巨头。然而,随着DeepSeek等新兴AI技术的出现,西方的AI方法学已经发生了变化。这些AI牛股在2024年末可能还备受追捧,但到了2025年初,其前景已经变得不再确定。特别是OpenAI推出的AI搜索技术,可能颠覆传统的搜索模式,对谷歌和Nebius等搜索引擎公司构成挑战。对此,市场普遍认为景林可能已经着手根据新的趋势作出改变。虽然13F文件只反映了2024年第四季度的仓位情况,但景林作为一家专业的投资机构,其投资策略和布局往往具有前瞻性和预见性。因此,市场对景林未来的投资动向和表现充满了期待和关注。\n\n\r\n 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