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1直边走边看
1直边走边看
·
11-13
2023年三季度减仓，现在发，庄家这是生怕捡不到低价筹码啊
贝莱德第三季度减仓蔚来逾四成
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。
贝莱德第三季度减仓蔚来逾四成
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1直边走边看
1直边走边看
·
04-25
$法拉第未来(FFAI)$
仔细看了一下今天的内容，没有说不合股不增发，如果我举个例子，如果再来个200合1，股价就能到200美金，然后增发100倍，市值就100亿美金，老贾顺利拿到所谓的激励股份，而你，我的股民朋友，你的资产缩水了2万倍
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1直边走边看
1直边走边看
·
04-14
$蔚来(NIO)$
4月破3万台还是有希望的，最近订单和交付有点猛
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1直边走边看
1直边走边看
·
04-07
$蔚来(NIO)$
换电战卖一部分股份给宁王，减少亏损，车辆降价冲销量，越来越好
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1直边走边看
1直边走边看
·
04-07
$蔚来(NIO)$
最近会出一个大利好，可惜碰到了贸易战，埋了
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1直边走边看
1直边走边看
·
03-14
$蜜雪集团(02097)$
315曝光蜜雪冰城，完蛋了，哎
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1直边走边看
1直边走边看
·
03-14
Replying to
@戈仑
:同意，核心还是价格，小鹏的mona03质量差成那样，价格合适也卖爆，现在消费降级//
@戈仑
:不敢苟同，蔚来其实什么都不需要做，甚至不需要出新车，只是降价量就能起来，参考小鹏。蔚来最大的问题是产品太多了，配置又过高，简单把激光雷达、orinx、电吸门乱八七糟的玩意砍一砍，舒享弄成标配，20万起，baas搞到15起，瞬间就卖爆啊，归根结底还是太贵了…
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1直边走边看
·
03-13
$蔚来(NIO)$
内部消息：铁成离职了 即将降本增效严打腐败，希望是好的开始
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src=\"https://mmbiz.qpic.cn/sz_mmbiz_jpg/epofLEmUaX06YuoTfdicj2TSRBJHnraVzMic8M3dZVYeCUYsnIsYicUvKEkUfiaClfJs2MlEfPnsoV3DxpVJhoZEicw/640?wx_fmt=jpeg&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\" 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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":{"LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU0052750758.USD":"富兰克林中国基金A Acc","BK4505":"高瓴资本持仓","LU0731783048.USD":"FIDELITY GLOBAL DIVIDEND \"A\" (USD) INC MONTHLY (G)","IE00BVYPNW00.USD":"GUINNESS GLOBAL EQUITY INCOME \"C\" (USD) ACC","BK4535":"淡马锡持仓","LU0640476718.USD":"THREADNEEDLE (LUX) 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换电战卖一部分股份给宁王，减少亏损，车辆降价冲销量，越来越好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/421961725510168","isVote":1,"tweetType":1,"viewCount":3229,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4203680468350710","authorId":"4203680468350710","name":"ChrisLeung7","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"4203680468350710","authorIdStr":"4203680468350710"},"content":"宁王接盘侠？","text":"宁王接盘侠？","html":"宁王接盘侠？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":421861208195584,"gmtCreate":1744014262025,"gmtModify":1744015520785,"author":{"id":"3575896644131469","authorId":"3575896644131469","name":"1直边走边看","avatar":"https://static.tigerbbs.com/6bd68883355b0208830081471bafd9a2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575896644131469","authorIdStr":"3575896644131469"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/02097\">$蜜雪集团(02097)$</a> 315曝光蜜雪冰城，完蛋了，哎","listText":"<a href=\"https://laohu8.com/S/02097\">$蜜雪集团(02097)$</a> 315曝光蜜雪冰城，完蛋了，哎","text":"$蜜雪集团(02097)$ 315曝光蜜雪冰城，完蛋了，哎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/413439445942472","isVote":1,"tweetType":1,"viewCount":2081,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":413231277633760,"gmtCreate":1741918378327,"gmtModify":1741918381624,"author":{"id":"3575896644131469","authorId":"3575896644131469","name":"1直边走边看","avatar":"https://static.tigerbbs.com/6bd68883355b0208830081471bafd9a2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575896644131469","authorIdStr":"3575896644131469"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3464867780819115\">@戈仑</a>:同意，核心还是价格，小鹏的mona03质量差成那样，价格合适也卖爆，现在消费降级//<a 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"1\"></v-v> 内部消息：铁成离职了 即将降本增效严打腐败，希望是好的开始","text":"$蔚来(NIO)$ 内部消息：铁成离职了 即将降本增效严打腐败，希望是好的开始","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/412998317314152","isVote":1,"tweetType":1,"viewCount":3646,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3536722343609271","authorId":"3536722343609271","name":"赵脑斧","avatar":"https://static.tigerbbs.com/f62915f31a960cc1d5faa09ec2ecb79e","crmLevel":7,"crmLevelSwitch":0,"idStr":"3536722343609271","authorIdStr":"3536722343609271"},"content":"看视频那就不是好🐦","text":"看视频那就不是好🐦","html":"看视频那就不是好🐦"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}