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花农不种花
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花农不种花
花农不种花
·
08-07
半个英伟达也够了
AMD还不是下一个英伟达
对一些投资者来说，$AMD$寄托着成为下一个$英伟达$的希望。对于一些投资者来说，AMD甚至被寄予厚望，希望它能成为“下一个英伟达”——一家能够凭借人工智能实现自我转型的芯片制造商。此外，AMD在打造首款机架级AI服务器时，也可能像英伟达一样遇到困难，这可能会导致项目延期。目前，投资AMD的股票实际上是在押注公司未来能否成功推出机架级AI服务器，而英伟达已经实现了这一点。
AMD还不是下一个英伟达
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花农不种花
花农不种花
·
03-11
$特斯拉(TSLA)$
惩罚那些无脑支持川普、马斯克的 MAGA的最好办法就是趁他们抄底特斯拉时，让他们血本无归。
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花农不种花
花农不种花
·
03-04
$特斯拉(TSLA)$
这就是现实，2月销量比1月少了2万多辆。
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花农不种花
花农不种花
·
03-04
$特斯拉(TSLA)$
闲人马斯克，你是不是又买了100股？
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3
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花农不种花
花农不种花
·
02-27
$特斯拉(TSLA)$
现在抵制特斯拉，干趴特斯拉才是政治正确。
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花农不种花
花农不种花
·
2024-12-23
$特斯拉(TSLA)$
开始做空特斯拉，马斯克将被反噬。
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花农不种花
花农不种花
·
2024-11-09
恭喜该机构错过特斯拉大涨[喷血]
景林资产Q3大举增持苹果，减持微软、英伟达，清仓特斯拉等
第三季度持仓总市值为31.5亿美元。
景林资产Q3大举增持苹果，减持微软、英伟达，清仓特斯拉等
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花农不种花
花农不种花
·
2024-09-12
老黄更踏实稳重
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花农不种花
花农不种花
·
2024-08-26
$Maxeon Solar Technologies Ltd(MAXN)$
中环增持1.5亿股
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花农不种花
花农不种花
·
2024-07-13
总是在这些问题上犯傻
非常抱歉，此主贴已删除
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10:56","market":"us","language":"zh","title":"AMD还不是下一个英伟达","url":"https://stock-news.laohu8.com/highlight/detail?id=1156622527","media":"巴伦周刊","summary":"对一些投资者来说，$AMD$寄托着成为下一个$英伟达$的希望。对于一些投资者来说，AMD甚至被寄予厚望，希望它能成为“下一个英伟达”——一家能够凭借人工智能实现自我转型的芯片制造商。此外，AMD在打造首款机架级AI服务器时，也可能像英伟达一样遇到困难，这可能会导致项目延期。目前，投资AMD的股票实际上是在押注公司未来能否成功推出机架级AI服务器，而英伟达已经实现了这一点。","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45e6ac13ba8ff82aac47c1fc8d2d4a4e\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"726\"/></p><blockquote><h4 id=\"id_327984467\" style=\"text-align: justify;\">对一些投资者来说，<a href=\"https://laohu8.com/S/AMD\">AMD</a>寄托着成为下一个<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的希望。但这种想法未免过于一厢情愿。</h4></blockquote><p>涨得太快，太猛了。</p><p style=\"text-align: justify;\">近年来，随着人们对人工智能基础设施领域的乐观情绪不断升温，超威半导体（AMD）的股价也一路飙升。对于一些投资者来说，AMD甚至被寄予厚望，希望它能成为“下一个英伟达”——一家能够凭借人工智能实现自我转型的芯片制造商。</p><p style=\"text-align: justify;\">但现在需要保持警惕。周三，AMD股价下跌了6.5%，就在公司公布了强劲的第二季度财报后的第二天。表面上看，这份财报表现不错，6月季度的营收超出预期，销售前景也相当乐观。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/423f826aa7105c119037e14414ae7fd8\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">但这个故事已经出现了一些裂痕，投资者应当克制逢低买入的冲动。有迹象表明，按照目前的价格水平，AMD的股票风险较高。</p><p style=\"text-align: justify;\">华尔街通常将数据中心视为AMD最重要的终端市场，因为其GPU和服务器CPU业务都归属于这一板块。但实际上，几乎所有营收的增长都来自AMD的游戏部门，而数据中心板块的营收同比仅增长了14%，大致符合分析师的预期，增速也远低于该部门第一季度57%的增长。</p><p style=\"text-align: justify;\">此外，投资者还关注AMD的AI GPU业务前景。在公司六月举办的“Advancing AI”活动上，AMD发布了最新的AI芯片——AMD Instinct MI350系列，以与英伟达展开竞争。OpenAI首席执行官奥特曼也现身活动，并对AMD未来的发展路线表示期待，这进一步提升了投资者对本季度的预期。</p><p style=\"text-align: justify;\">随着大型科技公司在本季度财报季提高了资本支出计划，投资者对与人工智能相关的股票变得更加乐观。AMD的股价也参与了这波上涨。截至周二收盘，该公司股价今年已上涨44%，过去三个月涨幅达到73%。相比之下，英伟达今年股价上涨了33%，过去三个月上涨了57%。</p><p style=\"text-align: justify;\">在AMD周二的财报电话会议上，分析师们希望了解MI350能否迅速抓住强劲的AI基础设施需求。但公司给出的答案比较模糊，导致AMD股价在盘后交易中下跌。</p><p style=\"text-align: justify;\">分析师多次向AMD管理层询问有关公司下半年AI GPU业务营收前景的更多细节。每一次，AMD首席执行官苏姿丰都没有像去年那样给出明确的预测。她只是表示，今年下半年产能将会“快速”提升，并多次强调客户对明年推出的MI400系列“兴趣浓厚”。</p><p style=\"text-align: justify;\">管理层对具体数字的犹豫、数据中心业务表现不一，以及对MI400的关注，表明AMD的MI350系列可能无法带来投资者所期待的大幅营收增长。</p><p style=\"text-align: justify;\">关注后续的MI400是有道理的。AI数据中心市场正朝着“全栈式”机架级AI服务器发展，这类服务器集成了数十颗芯片、网络和软件。英伟达在转向自家机架级GB200 NVL72时，最初遇到了一些生产上的小问题，这款产品在一个服务器机架内集成了72颗GPU，但现在已经实现了大规模出货。MI400将成为AMD首款机架级、72颗GPU的数据中心AI服务器产品。</p><p style=\"text-align: justify;\">问题在于，非机架级的MI350很难与英伟达当前的机架级产品竞争。这也意味着，AMD的投资者可能还需要等待至少四个季度，才能看到公司AI GPU业务随着MI400的推出真正起飞。此外，AMD在打造首款机架级AI服务器时，也可能像英伟达一样遇到困难，这可能会导致项目延期。</p><p style=\"text-align: justify;\">伯恩斯坦分析师斯泰西·拉斯贡周三在一份报告中写道：“目前市场对AMD的期待主要集中在MI4XX（MI400）产品线的推进（大约在一年后），理论上这款产品有望缩小与竞争对手在原始性能上的差距，并将机架级解决方案纳入AMD的产品组合。也许在那之前，投资者还愿意继续憧憬，当然，也可能不会。”</p><p style=\"text-align: justify;\">鉴于当前的不确定性，AMD的股价看起来已经被充分评估。目前其市盈率为32倍，上一季度营收增长为32%。英伟达的市盈率略高，为36倍，但其营收增长高达69%。而我认为，华尔街目前对英伟达盈利的预期还被低估了，因为其GB200/GB300 NVL72产品才刚刚开始大规模出货。</p><p style=\"text-align: justify;\">目前，投资AMD的股票实际上是在押注公司未来能否成功推出机架级AI服务器，而英伟达已经实现了这一点。在AMD成功推出MI400 GPU之前（这至少要等到明年），其股价很可能会原地踏步。</p></body></html>","source":"lsy1748071825094","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>AMD还不是下一个英伟达</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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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD还不是下一个英伟达\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-07 10:56 北京时间 <a href=https://mp.weixin.qq.com/s/XrBAozVgddD8JToh9Px1kg><strong>巴伦周刊</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>对一些投资者来说，AMD寄托着成为下一个英伟达的希望。但这种想法未免过于一厢情愿。涨得太快，太猛了。近年来，随着人们对人工智能基础设施领域的乐观情绪不断升温，超威半导体（AMD）的股价也一路飙升。对于一些投资者来说，AMD甚至被寄予厚望，希望它能成为“下一个英伟达”——一家能够凭借人工智能实现自我转型的芯片制造商。但现在需要保持警惕。周三，AMD股价下跌了6.5%，就在公司公布了强劲的第二季度财报...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/XrBAozVgddD8JToh9Px1kg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/45e6ac13ba8ff82aac47c1fc8d2d4a4e","relate_stocks":{"IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4575":"芯片概念","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4587":"ChatGPT概念","BK4614":"Manus概念股","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) 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SGD-H","BK4612":"AI芯片"},"source_url":"https://mp.weixin.qq.com/s/XrBAozVgddD8JToh9Px1kg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156622527","content_text":"对一些投资者来说，AMD寄托着成为下一个英伟达的希望。但这种想法未免过于一厢情愿。涨得太快，太猛了。近年来，随着人们对人工智能基础设施领域的乐观情绪不断升温，超威半导体（AMD）的股价也一路飙升。对于一些投资者来说，AMD甚至被寄予厚望，希望它能成为“下一个英伟达”——一家能够凭借人工智能实现自我转型的芯片制造商。但现在需要保持警惕。周三，AMD股价下跌了6.5%，就在公司公布了强劲的第二季度财报后的第二天。表面上看，这份财报表现不错，6月季度的营收超出预期，销售前景也相当乐观。但这个故事已经出现了一些裂痕，投资者应当克制逢低买入的冲动。有迹象表明，按照目前的价格水平，AMD的股票风险较高。华尔街通常将数据中心视为AMD最重要的终端市场，因为其GPU和服务器CPU业务都归属于这一板块。但实际上，几乎所有营收的增长都来自AMD的游戏部门，而数据中心板块的营收同比仅增长了14%，大致符合分析师的预期，增速也远低于该部门第一季度57%的增长。此外，投资者还关注AMD的AI GPU业务前景。在公司六月举办的“Advancing AI”活动上，AMD发布了最新的AI芯片——AMD Instinct MI350系列，以与英伟达展开竞争。OpenAI首席执行官奥特曼也现身活动，并对AMD未来的发展路线表示期待，这进一步提升了投资者对本季度的预期。随着大型科技公司在本季度财报季提高了资本支出计划，投资者对与人工智能相关的股票变得更加乐观。AMD的股价也参与了这波上涨。截至周二收盘，该公司股价今年已上涨44%，过去三个月涨幅达到73%。相比之下，英伟达今年股价上涨了33%，过去三个月上涨了57%。在AMD周二的财报电话会议上，分析师们希望了解MI350能否迅速抓住强劲的AI基础设施需求。但公司给出的答案比较模糊，导致AMD股价在盘后交易中下跌。分析师多次向AMD管理层询问有关公司下半年AI GPU业务营收前景的更多细节。每一次，AMD首席执行官苏姿丰都没有像去年那样给出明确的预测。她只是表示，今年下半年产能将会“快速”提升，并多次强调客户对明年推出的MI400系列“兴趣浓厚”。管理层对具体数字的犹豫、数据中心业务表现不一，以及对MI400的关注，表明AMD的MI350系列可能无法带来投资者所期待的大幅营收增长。关注后续的MI400是有道理的。AI数据中心市场正朝着“全栈式”机架级AI服务器发展，这类服务器集成了数十颗芯片、网络和软件。英伟达在转向自家机架级GB200 NVL72时，最初遇到了一些生产上的小问题，这款产品在一个服务器机架内集成了72颗GPU，但现在已经实现了大规模出货。MI400将成为AMD首款机架级、72颗GPU的数据中心AI服务器产品。问题在于，非机架级的MI350很难与英伟达当前的机架级产品竞争。这也意味着，AMD的投资者可能还需要等待至少四个季度，才能看到公司AI GPU业务随着MI400的推出真正起飞。此外，AMD在打造首款机架级AI服务器时，也可能像英伟达一样遇到困难，这可能会导致项目延期。伯恩斯坦分析师斯泰西·拉斯贡周三在一份报告中写道：“目前市场对AMD的期待主要集中在MI4XX（MI400）产品线的推进（大约在一年后），理论上这款产品有望缩小与竞争对手在原始性能上的差距，并将机架级解决方案纳入AMD的产品组合。也许在那之前，投资者还愿意继续憧憬，当然，也可能不会。”鉴于当前的不确定性，AMD的股价看起来已经被充分评估。目前其市盈率为32倍，上一季度营收增长为32%。英伟达的市盈率略高，为36倍，但其营收增长高达69%。而我认为，华尔街目前对英伟达盈利的预期还被低估了，因为其GB200/GB300 NVL72产品才刚刚开始大规模出货。目前，投资AMD的股票实际上是在押注公司未来能否成功推出机架级AI服务器，而英伟达已经实现了这一点。在AMD成功推出MI400 GPU之前（这至少要等到明年），其股价很可能会原地踏步。","news_type":1,"symbols_score_info":{"AMD":1}},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412286692147464,"gmtCreate":1741676040516,"gmtModify":1741676315326,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488323614139911","authorIdStr":"3488323614139911"},"themes":[],"htmlText":"<a 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开始做空特斯拉，马斯克将被反噬。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/384561990521056","isVote":1,"tweetType":1,"viewCount":3099,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人马斯克","avatar":"https://static.tigerbbs.com/abf071b2cfe1d653422ff136815a3a16","crmLevel":9,"crmLevelSwitch":1,"idStr":"4093596070918460","authorIdStr":"4093596070918460"},"content":"你开心就好，可能种花好过做空特斯拉 [开心]","text":"你开心就好，可能种花好过做空特斯拉 [开心]","html":"你开心就好，可能种花好过做空特斯拉 [开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368960909640160,"gmtCreate":1731121349560,"gmtModify":1731121351575,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488323614139911","authorIdStr":"3488323614139911"},"themes":[],"htmlText":"恭喜该机构错过特斯拉大涨[喷血] ","listText":"恭喜该机构错过特斯拉大涨[喷血] ","text":"恭喜该机构错过特斯拉大涨[喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368960909640160","repostId":"1192760457","repostType":2,"repost":{"id":"1192760457","kind":"news","pubTimestamp":1731118642,"share":"https://www.laohu8.com/m/news/1192760457?lang=&edition=full","pubTime":"2024-11-09 10:17","market":"us","language":"zh","title":"景林资产Q3大举增持苹果，减持微软、英伟达，清仓特斯拉等","url":"https://stock-news.laohu8.com/highlight/detail?id=1192760457","media":"智通财经网","summary":"第三季度持仓总市值为31.5亿美元。","content":"<html><head></head><body><p>根据美国证券交易委员会(SEC)披露，知名中国私募景林资产递交了截至2024年9月30日的第三季度持仓报告(13F)。</p><p style=\"text-align: justify;\">最新数据显示，景林资产第三季度持仓总市值为31.5亿美元，上一季度总市值为37.9亿美元。在第三季度的持仓组合中，新增6只个股，增持10只个股;同时清仓了12只个股，减持12只个股。其中，前十大持仓标的占总市值的86.23%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b68fe19642dbaf9f456480130a4cca9c\" title=\"\" tg-width=\"613\" tg-height=\"334\"/></p><p style=\"text-align: justify;\"><strong>在前十大重仓股中，</strong>拼多多位列第一，持仓约452万股，持仓市值约6.09亿美元，占投资组合比例为19.33%，较上季度持仓数量减少13.24%。</p><p style=\"text-align: justify;\">Meta Platforms位列第二，持仓约86万股，持仓市值约4.94亿美元，占投资组合比例为15.69%，较上季度持仓数量减少25.67%。</p><p style=\"text-align: justify;\">网易位列第三，持仓约328万股，持仓市值约3.07亿美元，占投资组合比例为9.73%，较上季度持仓数量下降14.16%。</p><p style=\"text-align: justify;\">台积电位列第四，持仓约172万股，持仓市值约2.99亿美元，占投资组合比例为9.49%，较上季度持仓数量减少36.62%。</p><p style=\"text-align: justify;\">满帮位列第五，持仓约2422万股，持仓市值约2.18亿美元，占投资组合比例为6.93%，较上季度持仓数量减少10.26%。</p><p style=\"text-align: justify;\">位列景林的前十大重仓股的个股还包括：苹果、中通快递、Doordash、新东方。其中，景林在第三季度大幅增持约59万股苹果股票，较上季度持仓数量增长356.95%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf65862dabe040dc6ea1b0742fbf6b6a\" title=\"\" tg-width=\"1105\" tg-height=\"561\"/></p><p style=\"text-align: justify;\"><strong>从持仓比例变化来看，前五大买入标的分别是：</strong>苹果、中通快速、腾讯音乐、阿里巴巴、好未来。</p><p style=\"text-align: justify;\"><strong>前五大卖出标的包括：</strong>微软、英伟达、台积电、阿斯麦、iShares费城半导体ETF。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e9fa69ad3189c1356a5e583ffed8cd0\" title=\"\" tg-width=\"832\" tg-height=\"457\"/></p><p style=\"text-align: justify;\">景林三季度建仓Sea、Alphabet、百济神州、传奇生物、辉瑞、戴尔科技。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c09589a3e0540c38eb539d6026a62579\" alt=\"\" title=\"\" tg-width=\"1021\" tg-height=\"375\"/></p><p style=\"text-align: justify;\">景林三季度清仓波士顿科学、默沙东、赛默飞世尔、美国雅保、亚马逊、诺和诺德、阿斯麦、iShares费城半导体ETF、特斯拉、挚文集团、1药网、理想汽车。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3493fc0dfcc137cabdc40fe3018ac9ec\" title=\"\" tg-width=\"1000\" tg-height=\"657\"/></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Q3大举增持苹果，减持微软、英伟达，清仓特斯拉等</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景林资产Q3大举增持苹果，减持微软、英伟达，清仓特斯拉等\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-09 10:17 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1208887.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>根据美国证券交易委员会(SEC)披露，知名中国私募景林资产递交了截至2024年9月30日的第三季度持仓报告(13F)。最新数据显示，景林资产第三季度持仓总市值为31.5亿美元，上一季度总市值为37.9亿美元。在第三季度的持仓组合中，新增6只个股，增持10只个股;同时清仓了12只个股，减持12只个股。其中，前十大持仓标的占总市值的86.23%。在前十大重仓股中，拼多多位列第一，持仓约452万股，持仓...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1208887.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/279271afecbc42ac3281d9f038aec03d","relate_stocks":{"AAPL":"苹果","NVDA":"英伟达","MSFT":"微软"},"source_url":"https://www.zhitongcaijing.com/content/detail/1208887.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192760457","content_text":"根据美国证券交易委员会(SEC)披露，知名中国私募景林资产递交了截至2024年9月30日的第三季度持仓报告(13F)。最新数据显示，景林资产第三季度持仓总市值为31.5亿美元，上一季度总市值为37.9亿美元。在第三季度的持仓组合中，新增6只个股，增持10只个股;同时清仓了12只个股，减持12只个股。其中，前十大持仓标的占总市值的86.23%。在前十大重仓股中，拼多多位列第一，持仓约452万股，持仓市值约6.09亿美元，占投资组合比例为19.33%，较上季度持仓数量减少13.24%。Meta Platforms位列第二，持仓约86万股，持仓市值约4.94亿美元，占投资组合比例为15.69%，较上季度持仓数量减少25.67%。网易位列第三，持仓约328万股，持仓市值约3.07亿美元，占投资组合比例为9.73%，较上季度持仓数量下降14.16%。台积电位列第四，持仓约172万股，持仓市值约2.99亿美元，占投资组合比例为9.49%，较上季度持仓数量减少36.62%。满帮位列第五，持仓约2422万股，持仓市值约2.18亿美元，占投资组合比例为6.93%，较上季度持仓数量减少10.26%。位列景林的前十大重仓股的个股还包括：苹果、中通快递、Doordash、新东方。其中，景林在第三季度大幅增持约59万股苹果股票，较上季度持仓数量增长356.95%。从持仓比例变化来看，前五大买入标的分别是：苹果、中通快速、腾讯音乐、阿里巴巴、好未来。前五大卖出标的包括：微软、英伟达、台积电、阿斯麦、iShares费城半导体ETF。景林三季度建仓Sea、Alphabet、百济神州、传奇生物、辉瑞、戴尔科技。景林三季度清仓波士顿科学、默沙东、赛默飞世尔、美国雅保、亚马逊、诺和诺德、阿斯麦、iShares费城半导体ETF、特斯拉、挚文集团、1药网、理想汽车。","news_type":1,"symbols_score_info":{"AAPL":1.1,"MSFT":1.1,"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":348686473814048,"gmtCreate":1726155872978,"gmtModify":1726155874610,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488323614139911","authorIdStr":"3488323614139911"},"themes":[],"htmlText":"老黄更踏实稳重","listText":"老黄更踏实稳重","text":"老黄更踏实稳重","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348686473814048","isVote":1,"tweetType":1,"viewCount":2455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":342475225862432,"gmtCreate":1724632666177,"gmtModify":1724632667831,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488323614139911","authorIdStr":"3488323614139911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MAXN\">$Maxeon Solar Technologies Ltd(MAXN)$</a> 中环增持1.5亿股","listText":"<a href=\"https://laohu8.com/S/MAXN\">$Maxeon Solar Technologies Ltd(MAXN)$</a> 中环增持1.5亿股","text":"$Maxeon Solar Technologies Ltd(MAXN)$ 中环增持1.5亿股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/342475225862432","isVote":1,"tweetType":1,"viewCount":4027,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4185542618773100","authorId":"4185542618773100","name":"wang1122","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4185542618773100","authorIdStr":"4185542618773100"},"content":"美股增持需要公告吗？ 提前还是增持后，有增持比率限制吗？","text":"美股增持需要公告吗？ 提前还是增持后，有增持比率限制吗？","html":"美股增持需要公告吗？ 提前还是增持后，有增持比率限制吗？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326866005602512,"gmtCreate":1720833017233,"gmtModify":1720837043441,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488323614139911","authorIdStr":"3488323614139911"},"themes":[],"htmlText":"总是在这些问题上犯傻","listText":"总是在这些问题上犯傻","text":"总是在这些问题上犯傻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326866005602512","repostId":"1118965778","repostType":2,"isVote":1,"tweetType":1,"viewCount":2799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}