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kaien
too hungry
IP属地：江苏
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kaien
kaien
·
04-17
清仓了，大风暴要来了
@加大码XXL：
$Coinbase Global, Inc.(COIN)$ 直接梭哈，把能投的钱全投进去，一点儿都不带犹豫的，就盼着这票能大涨，给自己狠狠赚上一笔！
$Coinbase Global, Inc.(COIN)$ 直接梭哈，把能投的钱全投进去，一点儿都不带犹豫的，就盼着这票能大涨，给自己狠狠赚上一笔！
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kaien
kaien
·
2024-04-09
这不是要交律师费吗
特朗普媒体科技集团跌超9%，公司正努力增加流媒体功能
有20万散户投资者在合并完成后买入了该股。
特朗普媒体科技集团跌超9%，公司正努力增加流媒体功能
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kaien
kaien
·
2024-03-13
中国对网络上的内容太放松了，各种骗子横行。应该限期整改，拒不整改的应该像美国一样，与于封禁。
非常抱歉，此主贴已删除
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kaien
kaien
·
2024-03-13
中杯，大杯，超大杯
理想汽车大涨近8%，旗下L系列“改名”
两款新车型增加搭载CDC运动悬架的24款理想L7、8车型，并且沿用Air的车型命名。
理想汽车大涨近8%，旗下L系列“改名”
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kaien
kaien
·
2024-03-04
这几年，起起伏伏，一直一步一个脚印的在往前走。
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kaien
kaien
·
2024-03-01
$Coinbase Global, Inc.(COIN)$
卖出了，买了mara
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kaien
kaien
·
2024-02-27
$Coinbase Global, Inc.(COIN)$
很烦讨论区每天都在那分析来分析去，一堆技术名词，让他晒个仓位盈利几百块。 你要是看空，可以买期权做空，你要是看涨就卖房梭哈。bb什么呢？
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kaien
kaien
·
2024-02-19
怎么还有周鸿祎？
马斯克：特斯拉早已掌握视频生成技术，胜过OpenAI
它预测了极其精准的物理场景，这对自动驾驶至关重要。
马斯克：特斯拉早已掌握视频生成技术，胜过OpenAI
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kaien
kaien
·
2024-02-16
所以巴菲特和索罗斯到底是看涨还是看跌？
大举加仓拼多多！高瓴350亿持仓曝光！资本大鳄索罗斯大动作
高瓴大举加仓拼多多，成第一大重仓股北京时间2月15日，高瓴旗下专注于二级市场投资的基金管理平台HHLR Advisors公布了2023年第四季度末的美股持仓情况。其中，大幅加仓网络安全软件公司Splunk，增持幅度为175%，期末持股市值升至2.4亿美元。高瓴350亿持仓曝光！资本大鳄索罗斯大动作……
大举加仓拼多多！高瓴350亿持仓曝光！资本大鳄索罗斯大动作
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kaien
kaien
·
2023-12-21
还行哈
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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { 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特朗普媒体科技集团跌超9%，公司正努力增加流媒体功能\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\">2024-04-08 22:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一，特朗普媒体科技集团大跌9%，较此前峰值已跌去超50%。消息面上，特朗普媒体科技集团首席执行官强调了该公司的散户投资者基础，他表示正在努力为网站增加流媒体功能。除了在收购前购买SPAC的40万散户投资者外，还有20万散户投资者在合并完成后买入了该股。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fe7313e63739f2b25fa743a50e97cb8\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bbef58b242a64a614a2538c62fcccafb","relate_stocks":{"DJT":"特朗普媒体科技集团"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114400679","content_text":"周一，特朗普媒体科技集团大跌9%，较此前峰值已跌去超50%。消息面上，特朗普媒体科技集团首席执行官强调了该公司的散户投资者基础，他表示正在努力为网站增加流媒体功能。除了在收购前购买SPAC的40万散户投资者外，还有20万散户投资者在合并完成后买入了该股。","news_type":1,"symbols_score_info":{"DJT":1.1}},"isVote":1,"tweetType":1,"viewCount":3400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":283859278471496,"gmtCreate":1710317926943,"gmtModify":1710317928776,"author":{"id":"3535986928833046","authorId":"3535986928833046","name":"kaien","avatar":"https://static.tigerbbs.com/d54becb582945bb662f4fe589e9e045f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535986928833046","authorIdStr":"3535986928833046"},"themes":[],"htmlText":"中国对网络上的内容太放松了，各种骗子横行。应该限期整改，拒不整改的应该像美国一样，与于封禁。","listText":"中国对网络上的内容太放松了，各种骗子横行。应该限期整改，拒不整改的应该像美国一样，与于封禁。","text":"中国对网络上的内容太放松了，各种骗子横行。应该限期整改，拒不整改的应该像美国一样，与于封禁。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/283859278471496","repostId":"1136263286","repostType":4,"isVote":1,"tweetType":1,"viewCount":1895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":283529092767952,"gmtCreate":1710259865132,"gmtModify":1710259866943,"author":{"id":"3535986928833046","authorId":"3535986928833046","name":"kaien","avatar":"https://static.tigerbbs.com/d54becb582945bb662f4fe589e9e045f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535986928833046","authorIdStr":"3535986928833046"},"themes":[],"htmlText":"中杯，大杯，超大杯","listText":"中杯，大杯，超大杯","text":"中杯，大杯，超大杯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/283529092767952","repostId":"1110170706","repostType":4,"repost":{"id":"1110170706","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":1710259332,"share":"https://www.laohu8.com/m/news/1110170706?lang=&edition=full","pubTime":"2024-03-13 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00:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二，理想汽车股价走高，截至发稿该股涨近8%。24款理想L7、8的车型序列将进行调整，命名由Air、Pro、Max调整为Pro、Max、Ultra；24款L9 Max的命名也将同步调整为L9 Ultra。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4dd0fa8628e59979e67f34e0809b4cd6\" tg-width=\"560\" tg-height=\"240\"/></p><p>同时，理想汽车决定增加搭载CDC运动悬架的24款理想L7、8车型，并且沿用Air的车型命名，两款新车型计划在5月上市交付。新Air车型交付前，搭载CDC运动悬架的23款理想L7 Air和L8 Air将继续销售。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9abe0e9e278b48e36d3cb87745e11936","relate_stocks":{"LI":"理想汽车","02015":"理想汽车-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110170706","content_text":"周二，理想汽车股价走高，截至发稿该股涨近8%。24款理想L7、8的车型序列将进行调整，命名由Air、Pro、Max调整为Pro、Max、Ultra；24款L9 Max的命名也将同步调整为L9 Ultra。同时，理想汽车决定增加搭载CDC运动悬架的24款理想L7、8车型，并且沿用Air的车型命名，两款新车型计划在5月上市交付。新Air车型交付前，搭载CDC运动悬架的23款理想L7 Air和L8 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卖出了，买了mara","images":[{"img":"https://static.tigerbbs.com/ad701f22765e32b133b5fc4f702f5b5e","width":"618","height":"1066"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/279646971322600","isVote":1,"tweetType":1,"viewCount":4247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":278666449379440,"gmtCreate":1709043659039,"gmtModify":1709044427695,"author":{"id":"3535986928833046","authorId":"3535986928833046","name":"kaien","avatar":"https://static.tigerbbs.com/d54becb582945bb662f4fe589e9e045f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535986928833046","authorIdStr":"3535986928833046"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$ </a><v-v data-views=\"1\"></v-v> 很烦讨论区每天都在那分析来分析去，一堆技术名词，让他晒个仓位盈利几百块。 你要是看空，可以买期权做空，你要是看涨就卖房梭哈。bb什么呢？","listText":"<a 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你要是看空，可以买期权做空，你要是看涨就卖房梭哈。bb什么呢？","images":[{"img":"https://static.tigerbbs.com/a978cec19d4ea80415f63e31ecf893f6","width":"618","height":"1066"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/278666449379440","isVote":1,"tweetType":1,"viewCount":3817,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574163085926627","authorId":"3574163085926627","name":"Jocelyn茉莉","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3574163085926627","authorIdStr":"3574163085926627"},"content":"厉害👍75从什么时候就开始买入了呀","text":"厉害👍75从什么时候就开始买入了呀","html":"厉害👍75从什么时候就开始买入了呀"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":275717200773336,"gmtCreate":1708352913668,"gmtModify":1708352915253,"author":{"id":"3535986928833046","authorId":"3535986928833046","name":"kaien","avatar":"https://static.tigerbbs.com/d54becb582945bb662f4fe589e9e045f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535986928833046","authorIdStr":"3535986928833046"},"themes":[],"htmlText":"怎么还有周鸿祎？","listText":"怎么还有周鸿祎？","text":"怎么还有周鸿祎？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/275717200773336","repostId":"2412290004","repostType":4,"repost":{"id":"2412290004","kind":"news","pubTimestamp":1708335959,"share":"https://www.laohu8.com/m/news/2412290004?lang=&edition=full","pubTime":"2024-02-19 17:45","market":"us","language":"zh","title":"马斯克：特斯拉早已掌握视频生成技术，胜过OpenAI","url":"https://stock-news.laohu8.com/highlight/detail?id=2412290004","media":"快科技","summary":"它预测了极其精准的物理场景，这对自动驾驶至关重要。","content":"<html><head></head><body><p>快科技2月19日消息，据媒体报道，OpenAI发布的首个文生视频模型Sora最近热度十分高，用户通过一句话，就能生成长达1分钟的高清视频。</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克在社交媒体平台X上发帖，<strong>吹捧了自家模拟现实和视频生成技术“是最好的”。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca4b2dff4fdddf954b71544ab9c84d52\" tg-width=\"594\" tg-height=\"404\"/></p><p>马斯克称，<strong>特斯拉在一年前就掌握了类似的视频生成技术，“这些系统生成的视频并不是很有趣，因为训练数据来自特斯拉的汽车。它看起来像特斯拉的一个普通视频，事实上它是动态生成的世界。”</strong></p><p>马斯克还指出，“特斯拉视频生成超越OpenAI的地方在于，它预测了极其精准的物理场景，这对自动驾驶至关重要。”</p><p>此外，360董事长周鸿祎认为，Sora模型意味着 AGI实现将从10年缩短到1年。周鸿祎称，AI不一定那么快颠覆所有行业，但它能激发更多人的创作力。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/071985e4dc4857345f1a4ba9e40f6ead\" tg-width=\"525\" tg-height=\"360\"/></p></body></html>","source":"kkj","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>马斯克：特斯拉早已掌握视频生成技术，胜过OpenAI</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 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { 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马斯克：特斯拉早已掌握视频生成技术，胜过OpenAI\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-19 17:45 北京时间 <a href=https://news.mydrivers.com/1/964/964140.htm><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技2月19日消息，据媒体报道，OpenAI发布的首个文生视频模型Sora最近热度十分高，用户通过一句话，就能生成长达1分钟的高清视频。特斯拉CEO埃隆·马斯克在社交媒体平台X上发帖，吹捧了自家模拟现实和视频生成技术“是最好的”。马斯克称，特斯拉在一年前就掌握了类似的视频生成技术，“这些系统生成的视频并不是很有趣，因为训练数据来自特斯拉的汽车。它看起来像特斯拉的一个普通视频，事实上它是动态生成的...</p>\n\n<a href=\"https://news.mydrivers.com/1/964/964140.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6af1e712cd2e9909a7df2f7453482aad","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://news.mydrivers.com/1/964/964140.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2412290004","content_text":"快科技2月19日消息，据媒体报道，OpenAI发布的首个文生视频模型Sora最近热度十分高，用户通过一句话，就能生成长达1分钟的高清视频。特斯拉CEO埃隆·马斯克在社交媒体平台X上发帖，吹捧了自家模拟现实和视频生成技术“是最好的”。马斯克称，特斯拉在一年前就掌握了类似的视频生成技术，“这些系统生成的视频并不是很有趣，因为训练数据来自特斯拉的汽车。它看起来像特斯拉的一个普通视频，事实上它是动态生成的世界。”马斯克还指出，“特斯拉视频生成超越OpenAI的地方在于，它预测了极其精准的物理场景，这对自动驾驶至关重要。”此外，360董事长周鸿祎认为，Sora模型意味着 AGI实现将从10年缩短到1年。周鸿祎称，AI不一定那么快颠覆所有行业，但它能激发更多人的创作力。","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":1735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":274549601808624,"gmtCreate":1708066600230,"gmtModify":1708066601917,"author":{"id":"3535986928833046","authorId":"3535986928833046","name":"kaien","avatar":"https://static.tigerbbs.com/d54becb582945bb662f4fe589e9e045f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535986928833046","authorIdStr":"3535986928833046"},"themes":[],"htmlText":"所以巴菲特和索罗斯到底是看涨还是看跌？","listText":"所以巴菲特和索罗斯到底是看涨还是看跌？","text":"所以巴菲特和索罗斯到底是看涨还是看跌？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/274549601808624","repostId":"2411350309","repostType":4,"repost":{"id":"2411350309","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1708063289,"share":"https://www.laohu8.com/m/news/2411350309?lang=&edition=full","pubTime":"2024-02-16 14:01","market":"us","language":"zh","title":"大举加仓拼多多！高瓴350亿持仓曝光！资本大鳄索罗斯大动作","url":"https://stock-news.laohu8.com/highlight/detail?id=2411350309","media":"券商中国","summary":"高瓴大举加仓拼多多，成第一大重仓股北京时间2月15日，高瓴旗下专注于二级市场投资的基金管理平台HHLR Advisors公布了2023年第四季度末的美股持仓情况。其中，大幅加仓网络安全软件公司Splunk，增持幅度为175%，期末持股市值升至2.4亿美元。高瓴350亿持仓曝光！资本大鳄索罗斯大动作……","content":"<html><head></head><body><p>随着美股13F持仓的密集披露，不少明星私募的持仓陆续揭晓！</p><p>北京时间2月15日，高瓴旗下HHLR Advisors公布了最新美股持仓。2023年四季度，高瓴增持<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/DHR\">丹纳赫</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>等，其中大举增持拼多多超4亿美元，一举成为高瓴第一大重仓股。</p><p>值得注意的是，股神巴菲特突然抛售<a href=\"https://laohu8.com/S/AAPL\">苹果</a>，去年四季度减持1000万股苹果股票，清仓环球人寿等4股，增持<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>等3股。此外，索罗斯基金四季度增持罗素2000、<a href=\"https://laohu8.com/S/161125\">标普500</a>等指数ETF，继续做多美股，并大幅加仓网络安全软件公司Splunk。</p><p>美东时间周四，美股三大指数集体收涨，标普500指数收于历史新高，这是该指数今年以来第11次创下历史新高。截至收盘，道琼斯指数涨0.91%，标普500指数涨0.58%，纳斯达克指数涨0.30%。不过，大型科技股多数下跌，苹果跌0.21%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌0.70%，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌1.65%，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>跌2.17%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌0.74%，Meta涨2.27%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨6.23%。</p><p><strong>高瓴大举加仓拼多多，成第一大重仓股</strong></p><p>北京时间2月15日，高瓴旗下专注于二级市场投资的基金管理平台HHLR Advisors公布了2023年第四季度末的美股持仓情况。</p><p><strong>数据显示，去年四季度末HHLR Advisors在美股市场持仓总市值为49.62亿美元（约357亿元人民币），环比去年三季度末增长10.7%，前十大重仓股为</strong>拼多多、<a href=\"https://laohu8.com/S/688235\">百济神州</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>、<a href=\"https://laohu8.com/S/LEGN\">传奇生物</a>、微软、<a href=\"https://laohu8.com/S/CRM\">赛富时</a>、TAKE-TWO互动软件、亚马逊、丹纳赫、DoorDash。其中，中概股市值占比超过70%，占据主导地位。</p><p>具体来看，去年四季度高瓴对拼多多、亚马逊、京东等电商科技公司进行了增持。其中，大举增持拼多多276万股，持股数量升至1011万股，增持金额高达4亿美元，期末持股市值高达14.79亿美元，超越了多个季度持仓第一的<a href=\"https://laohu8.com/S/06160\">百济神州</a>，一举成为高瓴的第一大重仓股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70d842cd04b1a8fae01dcae659a68d9b\" tg-width=\"632\" tg-height=\"713\"/></p><p>值得一提的是，拼多多在去年四季度股价表现亮眼，单季涨幅超过49%。拼多多同时也是千亿私募景林的第一大重仓股，备受私募巨头们的青睐。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>发表研究报告指出，拼多多去年第四季国内业务市场份额继续扩大，海外业务Temu的GMV亦保持强劲增长势头，可能达到约90亿美元。大摩给予“增持”评级，目标价为181美元。</p><p>四季度，高瓴还大举加仓了37万股丹纳赫，这使得丹纳赫首次进入HHLR Advisors前十大重仓股。丹纳赫是全球知名的生命科学与医学诊断领域的创新者，擅长通过精益管理和卓越运营提升企业的可持续竞争优势。</p><p>值得注意的是，高瓴在四季度仅新买入<a href=\"https://laohu8.com/S/MCO\">穆迪</a>一只股票，买入15.58万股，期末持股市值为6088万美元；重点减持了<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、DoorDash等15只股票，其中贝壳、微软等被小幅减持；清仓了特斯拉、大全新能源等12只股票。</p><p><strong>巴菲特清仓</strong>环球人寿等4股，索罗斯加仓Splunk</p><p><strong>美股周三盘后，巴菲特旗下<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>·哈撒韦公司最新公布的2023年四季度13F文件引发关注。</strong></p><p>13F文件显示，伯克希尔·哈撒韦公司在去年第四季度减持了1000万股苹果股票，以期间平均股价计算，减持市值约18.22亿美元（约合人民币131亿元）。苹果仍是伯克希尔·哈撒韦公司的第一大重仓股，在披露持有资产中占比为50.19%。根据道琼斯市场数据，周三这部分股份的价值约为1670亿美元。</p><p>值得注意的是，股神在四季度没有新建仓任何股票，却清仓了环球人寿等4只股票。其中，清仓83万股环球人寿，自股神在2001年一季度买入以来，持有了长达22年时间。2023年二季度，巴菲特减持了60%的环球人寿，三季度继续减持67%，四季度完成清仓。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b187b209dba7822f69ecc5babe038be\" tg-width=\"632\" tg-height=\"713\"/></p><p>四季度，巴菲特增持了雪佛龙和<a href=\"https://laohu8.com/S/OXY\">西方石油</a>，增持1584.5万股雪佛龙；大幅减持<a href=\"https://laohu8.com/S/HPQ\">惠普</a>7966万股，减持幅度高达77.71%，持仓市值降至6.87亿美元；减持派拉蒙环球3040万股，减持幅度为32%，期末持股市值降至9.36亿美元。</p><p>截至四季度末，巴菲特的前十大重仓股分别为：苹果、美国银行、<a href=\"https://laohu8.com/S/AXP\">美国运通</a>、<a href=\"https://laohu8.com/S/KO\">可口可乐</a>、雪佛龙、西方石油、<a href=\"https://laohu8.com/S/KHC\">卡夫亨氏</a>、穆迪、德维特、花旗集团。截至第四季度末，该基金持仓总规模为3470亿美元，较上季度增加340亿美元。</p><p>另外，亿万富翁索罗斯旗下基金管理公司(Soros Fund Management)最新持仓备受关注。2023年四季度合计披露持仓价值76.46亿美元，较上一季度70.5亿美元环比增长8.5%，其持仓组合新进75只股票，增持62只股票，减持41只股票，清仓75只股票。</p><p><strong>四季度，索罗斯基金增持罗素2000、HYG债券、标普500等指数ETF，继续做多美股。其中，大幅加仓</strong>网络安全软件公司Splunk，增持幅度为175%，期末持股市值升至2.4亿美元。去年9月，<a href=\"https://laohu8.com/S/CSCO\">思科</a>宣布以280亿美元的价格收购Splunk，是思科史上最大的一笔收购。</p><p>值得注意的是，索罗斯基金减持QQQ（PUT）的持仓，即纳斯达克指数ETF看跌期权，降幅达57%，对应市值为2.46亿美元；同时，增持IWM(PUT)的持仓，即<a href=\"https://laohu8.com/S/R2US.UK\">罗素2000ETF</a>看跌期权，增幅50%，对应市值3亿美元。</p><p>此外，李录旗下的<a href=\"https://laohu8.com/S/XIMA\">喜马拉雅</a>资本保持持股不变，四季度合计持仓市值升至20.59亿美元，较三季度末增长13%，该基金仅持有5只股票，分别是美国银行、谷歌、伯克希尔、<a href=\"https://laohu8.com/S/EWBC\">华美</a>银行和苹果。</p></body></html>","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>大举加仓拼多多！高瓴350亿持仓曝光！资本大鳄索罗斯大动作</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 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { 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大举加仓拼多多！高瓴350亿持仓曝光！资本大鳄索罗斯大动作\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2024-02-16 14:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>随着美股13F持仓的密集披露，不少明星私募的持仓陆续揭晓！</p><p>北京时间2月15日，高瓴旗下HHLR Advisors公布了最新美股持仓。2023年四季度，高瓴增持<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/DHR\">丹纳赫</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>等，其中大举增持拼多多超4亿美元，一举成为高瓴第一大重仓股。</p><p>值得注意的是，股神巴菲特突然抛售<a href=\"https://laohu8.com/S/AAPL\">苹果</a>，去年四季度减持1000万股苹果股票，清仓环球人寿等4股，增持<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>等3股。此外，索罗斯基金四季度增持罗素2000、<a href=\"https://laohu8.com/S/161125\">标普500</a>等指数ETF，继续做多美股，并大幅加仓网络安全软件公司Splunk。</p><p>美东时间周四，美股三大指数集体收涨，标普500指数收于历史新高，这是该指数今年以来第11次创下历史新高。截至收盘，道琼斯指数涨0.91%，标普500指数涨0.58%，纳斯达克指数涨0.30%。不过，大型科技股多数下跌，苹果跌0.21%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌0.70%，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌1.65%，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>跌2.17%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌0.74%，Meta涨2.27%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨6.23%。</p><p><strong>高瓴大举加仓拼多多，成第一大重仓股</strong></p><p>北京时间2月15日，高瓴旗下专注于二级市场投资的基金管理平台HHLR Advisors公布了2023年第四季度末的美股持仓情况。</p><p><strong>数据显示，去年四季度末HHLR Advisors在美股市场持仓总市值为49.62亿美元（约357亿元人民币），环比去年三季度末增长10.7%，前十大重仓股为</strong>拼多多、<a href=\"https://laohu8.com/S/688235\">百济神州</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>、<a href=\"https://laohu8.com/S/LEGN\">传奇生物</a>、微软、<a href=\"https://laohu8.com/S/CRM\">赛富时</a>、TAKE-TWO互动软件、亚马逊、丹纳赫、DoorDash。其中，中概股市值占比超过70%，占据主导地位。</p><p>具体来看，去年四季度高瓴对拼多多、亚马逊、京东等电商科技公司进行了增持。其中，大举增持拼多多276万股，持股数量升至1011万股，增持金额高达4亿美元，期末持股市值高达14.79亿美元，超越了多个季度持仓第一的<a href=\"https://laohu8.com/S/06160\">百济神州</a>，一举成为高瓴的第一大重仓股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70d842cd04b1a8fae01dcae659a68d9b\" tg-width=\"632\" tg-height=\"713\"/></p><p>值得一提的是，拼多多在去年四季度股价表现亮眼，单季涨幅超过49%。拼多多同时也是千亿私募景林的第一大重仓股，备受私募巨头们的青睐。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>发表研究报告指出，拼多多去年第四季国内业务市场份额继续扩大，海外业务Temu的GMV亦保持强劲增长势头，可能达到约90亿美元。大摩给予“增持”评级，目标价为181美元。</p><p>四季度，高瓴还大举加仓了37万股丹纳赫，这使得丹纳赫首次进入HHLR Advisors前十大重仓股。丹纳赫是全球知名的生命科学与医学诊断领域的创新者，擅长通过精益管理和卓越运营提升企业的可持续竞争优势。</p><p>值得注意的是，高瓴在四季度仅新买入<a href=\"https://laohu8.com/S/MCO\">穆迪</a>一只股票，买入15.58万股，期末持股市值为6088万美元；重点减持了<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、DoorDash等15只股票，其中贝壳、微软等被小幅减持；清仓了特斯拉、大全新能源等12只股票。</p><p><strong>巴菲特清仓</strong>环球人寿等4股，索罗斯加仓Splunk</p><p><strong>美股周三盘后，巴菲特旗下<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>·哈撒韦公司最新公布的2023年四季度13F文件引发关注。</strong></p><p>13F文件显示，伯克希尔·哈撒韦公司在去年第四季度减持了1000万股苹果股票，以期间平均股价计算，减持市值约18.22亿美元（约合人民币131亿元）。苹果仍是伯克希尔·哈撒韦公司的第一大重仓股，在披露持有资产中占比为50.19%。根据道琼斯市场数据，周三这部分股份的价值约为1670亿美元。</p><p>值得注意的是，股神在四季度没有新建仓任何股票，却清仓了环球人寿等4只股票。其中，清仓83万股环球人寿，自股神在2001年一季度买入以来，持有了长达22年时间。2023年二季度，巴菲特减持了60%的环球人寿，三季度继续减持67%，四季度完成清仓。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b187b209dba7822f69ecc5babe038be\" tg-width=\"632\" tg-height=\"713\"/></p><p>四季度，巴菲特增持了雪佛龙和<a href=\"https://laohu8.com/S/OXY\">西方石油</a>，增持1584.5万股雪佛龙；大幅减持<a href=\"https://laohu8.com/S/HPQ\">惠普</a>7966万股，减持幅度高达77.71%，持仓市值降至6.87亿美元；减持派拉蒙环球3040万股，减持幅度为32%，期末持股市值降至9.36亿美元。</p><p>截至四季度末，巴菲特的前十大重仓股分别为：苹果、美国银行、<a href=\"https://laohu8.com/S/AXP\">美国运通</a>、<a href=\"https://laohu8.com/S/KO\">可口可乐</a>、雪佛龙、西方石油、<a href=\"https://laohu8.com/S/KHC\">卡夫亨氏</a>、穆迪、德维特、花旗集团。截至第四季度末，该基金持仓总规模为3470亿美元，较上季度增加340亿美元。</p><p>另外，亿万富翁索罗斯旗下基金管理公司(Soros Fund Management)最新持仓备受关注。2023年四季度合计披露持仓价值76.46亿美元，较上一季度70.5亿美元环比增长8.5%，其持仓组合新进75只股票，增持62只股票，减持41只股票，清仓75只股票。</p><p><strong>四季度，索罗斯基金增持罗素2000、HYG债券、标普500等指数ETF，继续做多美股。其中，大幅加仓</strong>网络安全软件公司Splunk，增持幅度为175%，期末持股市值升至2.4亿美元。去年9月，<a href=\"https://laohu8.com/S/CSCO\">思科</a>宣布以280亿美元的价格收购Splunk，是思科史上最大的一笔收购。</p><p>值得注意的是，索罗斯基金减持QQQ（PUT）的持仓，即纳斯达克指数ETF看跌期权，降幅达57%，对应市值为2.46亿美元；同时，增持IWM(PUT)的持仓，即<a href=\"https://laohu8.com/S/R2US.UK\">罗素2000ETF</a>看跌期权，增幅50%，对应市值3亿美元。</p><p>此外，李录旗下的<a href=\"https://laohu8.com/S/XIMA\">喜马拉雅</a>资本保持持股不变，四季度合计持仓市值升至20.59亿美元，较三季度末增长13%，该基金仅持有5只股票，分别是美国银行、谷歌、伯克希尔、<a href=\"https://laohu8.com/S/EWBC\">华美</a>银行和苹果。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2d5bfbe6753d37de668d38f4e03a7350","relate_stocks":{"LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4220":"综合零售","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4553":"喜马拉雅资本持仓","LU0821914370.USD":"贝莱德亚洲成长领袖A2","BK4501":"段永平概念","BK4531":"中概回港概念","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" 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SGD","BK4509":"腾讯概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202402160757337911a98b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2411350309","content_text":"随着美股13F持仓的密集披露，不少明星私募的持仓陆续揭晓！北京时间2月15日，高瓴旗下HHLR Advisors公布了最新美股持仓。2023年四季度，高瓴增持拼多多、丹纳赫、京东等，其中大举增持拼多多超4亿美元，一举成为高瓴第一大重仓股。值得注意的是，股神巴菲特突然抛售苹果，去年四季度减持1000万股苹果股票，清仓环球人寿等4股，增持雪佛龙等3股。此外，索罗斯基金四季度增持罗素2000、标普500等指数ETF，继续做多美股，并大幅加仓网络安全软件公司Splunk。美东时间周四，美股三大指数集体收涨，标普500指数收于历史新高，这是该指数今年以来第11次创下历史新高。截至收盘，道琼斯指数涨0.91%，标普500指数涨0.58%，纳斯达克指数涨0.30%。不过，大型科技股多数下跌，苹果跌0.21%，微软跌0.70%，英伟达跌1.65%，谷歌跌2.17%，亚马逊跌0.74%，Meta涨2.27%，特斯拉涨6.23%。高瓴大举加仓拼多多，成第一大重仓股北京时间2月15日，高瓴旗下专注于二级市场投资的基金管理平台HHLR Advisors公布了2023年第四季度末的美股持仓情况。数据显示，去年四季度末HHLR Advisors在美股市场持仓总市值为49.62亿美元（约357亿元人民币），环比去年三季度末增长10.7%，前十大重仓股为拼多多、百济神州、贝壳、传奇生物、微软、赛富时、TAKE-TWO互动软件、亚马逊、丹纳赫、DoorDash。其中，中概股市值占比超过70%，占据主导地位。具体来看，去年四季度高瓴对拼多多、亚马逊、京东等电商科技公司进行了增持。其中，大举增持拼多多276万股，持股数量升至1011万股，增持金额高达4亿美元，期末持股市值高达14.79亿美元，超越了多个季度持仓第一的百济神州，一举成为高瓴的第一大重仓股。值得一提的是，拼多多在去年四季度股价表现亮眼，单季涨幅超过49%。拼多多同时也是千亿私募景林的第一大重仓股，备受私募巨头们的青睐。摩根士丹利发表研究报告指出，拼多多去年第四季国内业务市场份额继续扩大，海外业务Temu的GMV亦保持强劲增长势头，可能达到约90亿美元。大摩给予“增持”评级，目标价为181美元。四季度，高瓴还大举加仓了37万股丹纳赫，这使得丹纳赫首次进入HHLR Advisors前十大重仓股。丹纳赫是全球知名的生命科学与医学诊断领域的创新者，擅长通过精益管理和卓越运营提升企业的可持续竞争优势。值得注意的是，高瓴在四季度仅新买入穆迪一只股票，买入15.58万股，期末持股市值为6088万美元；重点减持了阿里巴巴、DoorDash等15只股票，其中贝壳、微软等被小幅减持；清仓了特斯拉、大全新能源等12只股票。巴菲特清仓环球人寿等4股，索罗斯加仓Splunk美股周三盘后，巴菲特旗下伯克希尔·哈撒韦公司最新公布的2023年四季度13F文件引发关注。13F文件显示，伯克希尔·哈撒韦公司在去年第四季度减持了1000万股苹果股票，以期间平均股价计算，减持市值约18.22亿美元（约合人民币131亿元）。苹果仍是伯克希尔·哈撒韦公司的第一大重仓股，在披露持有资产中占比为50.19%。根据道琼斯市场数据，周三这部分股份的价值约为1670亿美元。值得注意的是，股神在四季度没有新建仓任何股票，却清仓了环球人寿等4只股票。其中，清仓83万股环球人寿，自股神在2001年一季度买入以来，持有了长达22年时间。2023年二季度，巴菲特减持了60%的环球人寿，三季度继续减持67%，四季度完成清仓。四季度，巴菲特增持了雪佛龙和西方石油，增持1584.5万股雪佛龙；大幅减持惠普7966万股，减持幅度高达77.71%，持仓市值降至6.87亿美元；减持派拉蒙环球3040万股，减持幅度为32%，期末持股市值降至9.36亿美元。截至四季度末，巴菲特的前十大重仓股分别为：苹果、美国银行、美国运通、可口可乐、雪佛龙、西方石油、卡夫亨氏、穆迪、德维特、花旗集团。截至第四季度末，该基金持仓总规模为3470亿美元，较上季度增加340亿美元。另外，亿万富翁索罗斯旗下基金管理公司(Soros Fund Management)最新持仓备受关注。2023年四季度合计披露持仓价值76.46亿美元，较上一季度70.5亿美元环比增长8.5%，其持仓组合新进75只股票，增持62只股票，减持41只股票，清仓75只股票。四季度，索罗斯基金增持罗素2000、HYG债券、标普500等指数ETF，继续做多美股。其中，大幅加仓网络安全软件公司Splunk，增持幅度为175%，期末持股市值升至2.4亿美元。去年9月，思科宣布以280亿美元的价格收购Splunk，是思科史上最大的一笔收购。值得注意的是，索罗斯基金减持QQQ（PUT）的持仓，即纳斯达克指数ETF看跌期权，降幅达57%，对应市值为2.46亿美元；同时，增持IWM(PUT)的持仓，即罗素2000ETF看跌期权，增幅50%，对应市值3亿美元。此外，李录旗下的喜马拉雅资本保持持股不变，四季度合计持仓市值升至20.59亿美元，较三季度末增长13%，该基金仅持有5只股票，分别是美国银行、谷歌、伯克希尔、华美银行和苹果。","news_type":1,"symbols_score_info":{"PDD":1}},"isVote":1,"tweetType":1,"viewCount":3796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254163796365576,"gmtCreate":1703088129815,"gmtModify":1703090323791,"author":{"id":"3535986928833046","authorId":"3535986928833046","name":"kaien","avatar":"https://static.tigerbbs.com/d54becb582945bb662f4fe589e9e045f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535986928833046","authorIdStr":"3535986928833046"},"themes":[],"htmlText":"还行哈","listText":"还行哈","text":"还行哈","images":[{"img":"https://static.tigerbbs.com/52e552775fec94cfdfc361b75f3d991a","width":"618","height":"1026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254163796365576","isVote":1,"tweetType":1,"viewCount":4221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}