一个业余的散户为什么_老虎社区_美港股上老虎 - 老虎社区

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华尔街色狼
08-16

一个业余的散户为什么老是有新闻[捂脸]

段永平继续加仓拼多多，大幅减持英伟达、谷歌

截至二季度末，由段永平管理的H&H International Investment基金总持仓市值约191亿美元，约合人民币1370亿元，较去年四季度末的200亿美元有所下降。二季度，段永平继续增持拼

段永平继续加仓拼多多，大幅减持英伟达、谷歌

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14:05","market":"us","language":"zh","title":"段永平继续加仓拼多多，大幅减持英伟达、谷歌","url":"https://stock-news.laohu8.com/highlight/detail?id=2659712040","media":"格隆汇","summary":"截至二季度末，由段永平管理的H&H International Investment基金总持仓市值约191亿美元，约合人民币1370亿元，较去年四季度末的200亿美元有所下降。二季度，段永平继续增持拼","content":"<html><head></head><body><p style=\"text-align: left;\">截至二季度末，由段永平管理的H&amp;H International Investment基金总持仓市值约191亿美元，约合人民币1370亿元，较去年四季度末的200亿美元有所下降。二季度，段永平继续增持拼多多，重新买入阿里巴巴，同时减持苹果、英伟达、谷歌、微软等，清仓台积电、CrowdStrike等个股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e3e2ce5c89e76bf7905b8f7a825d0fc\" data-align=\"center\" tg-width=\"840\" tg-height=\"717\"/><span></span></p><p style=\"text-align: left;\">具体来看，截至6月30日，H&amp;H International Investment共持有18只股票。苹果仍为第一大重仓股，持仓市值约78.4亿美元，占投资组合41.05%；伯克希尔B股位列第二，持仓市值约46.2亿美元，占比24.18%；拼多多以约19.1亿美元的持仓市值排名第三，占投资组合9.99%；特斯拉和英伟达则分列第四、第五位。</p><p style=\"text-align: left;\">从调仓动作来看，拼多多是段永平二季度加仓力度最大的标的，期间增持527.38万股，持股数量增至2502.21万股，较一季度末增长26.71%。截至二季度末，拼多多已稳居其第三大重仓股，持仓占比接近10%。</p><p style=\"text-align: left;\">近年来，段永平持续看好拼多多，并多次加码布局，使其持仓规模仅次于苹果和伯克希尔。除继续增持拼多多外，他还于二季度重新建仓阿里巴巴，新买入30.14万股，期末持仓市值约2893万美元。</p><p style=\"text-align: left;\"></p></body></html>","source":"live_gelonghui","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>段永平继续加仓拼多多，大幅减持英伟达、谷歌</title>\n<style 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href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/893c4259212e1f56adaa2aed6196983d","relate_stocks":{"FTEC":"Fidelity MSCI Information Techno","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU2360108059.USD":"BGF CIRCULAR ECONOMY \"A4\" (USD) INC","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","XLK":"高科技指数ETF-SPDR","BK4561":"索罗斯持仓","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","IE000WAW04H5.SGD":"RQI GLOBAL \"I\" (SGD) INC 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Investment共持有18只股票。苹果仍为第一大重仓股，持仓市值约78.4亿美元，占投资组合41.05%；伯克希尔B股位列第二，持仓市值约46.2亿美元，占比24.18%；拼多多以约19.1亿美元的持仓市值排名第三，占投资组合9.99%；特斯拉和英伟达则分列第四、第五位。从调仓动作来看，拼多多是段永平二季度加仓力度最大的标的，期间增持527.38万股，持股数量增至2502.21万股，较一季度末增长26.71%。截至二季度末，拼多多已稳居其第三大重仓股，持仓占比接近10%。近年来，段永平持续看好拼多多，并多次加码布局，使其持仓规模仅次于苹果和伯克希尔。除继续增持拼多多外，他还于二季度重新建仓阿里巴巴，新买入30.14万股，期末持仓市值约2893万美元。","news_type":1,"symbols_score_info":{"WUGI":0.6,"THMR":0.6,"NVDB":0.6,"NVDA":1.92,"TRFK":0.6,"MEMX":0.6,"CQTM":0.6,"BABU":0.6,"NVDW":0.6,"BABX":0.6,"DIPS":0.6,"3NVD.UK":0.6,"ANV":0.6,"GGLS":0.6,"XDAT":0.6,"CLIX":0.6,"07788":0.6,"SPTE":0.6,"ASIA":0.6,"NVYY":0.6,"FTEC":0.6,"GOOX":0.6,"SHOC":0.6,"KWEB":0.6,"NVDX":0.6,"SMHX":0.6,"LTL":0.6,"TSMG":0.6,"AVSE":0.6,"CNEQ":0.6,"EFIV":0.6,"03145":0.6,"BABO":0.6,"ABFL":0.6,"ADVE":0.6,"NVDS":0.6,"SNVD.UK":0.6,"GOOW":0.6,"SNVDAmain":0.6,"TSMU":0.6,"IXN":0.6,"TEK":0.6,"TSMX":0.6,"IETC":0.6,"FAI":0.6,"BABA":1.85,"BBYY":0.6,"ESLG":0.6,"DRAG":0.6,"CMAG":0.6,"GOOY":0.6,"NVIW.SI":0.6,"KBAB":0.6,"TSMZ":0.6,"SKYY":0.6,"NVDL":0.6,"AIPI":0.6,"TSMY":0.6,"VT":0.6,"NULC":0.6,"NVDG":0.6,"CGDG":0.6,"LFGY":0.6,"AIFD":0.6,"ESIM":0.6,"AVXC":0.6,"BABW":0.6,"ILDR":0.6,"GAMR":0.6,"SMH":0.6,"GOOP":0.6,"CORO":0.6,"JGRO":0.6,"XLK":0.6,"OGIG":0.6,"SOXX":0.6,"EMM":0.6,"FDNI":0.6,"CGGO":0.6,"TRUC":0.6,"CHPX":0.6,"BLOX":0.6,"VGT":0.6,"TTXU":0.6,"SNPE":0.6,"CHAT":0.6,"PDDL":0.6,"GOOGL":1.9,"NVDO":0.6,"GOU":0.6,"CGNG":0.6,"FCOM":0.6,"09988":1.85,"ARTY":0.6,"CLSE":0.6,"NVDD":0.6,"USXF":0.6,"07388":0.6,"ONLN":0.6,"FDTX":0.6,"METV":0.6,"GXPC":0.6,"NVD2.UK":0.6,"UMMA":0.6,"ESUM":0.6,"SOXY":0.6,"USD":0.6,"NVDS.UK":0.6,"EMC":0.6,"AIQ":0.6,"2NVD.UK":0.6,"CWI":0.6,"WISE":0.6,"KPDD":0.6,"BAI":0.6,"AGOX":0.6,"GGLL":0.6,"CGIC":0.6,"TINS":0.6,"KNOW":0.6,"NVD3.UK":0.6,"NVDY":0.6,"NVDU":0.6,"XLC":0.6,"TTEQ":0.6,"SPWO":0.6,"AVEM":0.6,"STSM":0.6,"VOX":0.6,"ROM":0.6,"PDD":1.97,"NVDQ":0.6,"NVD":0.6,"TSM":1.84,"ALBmain":0.6,"SOXQ":0.6,"NVII":0.6,"TYLG":0.6}},"isVote":1,"tweetType":1,"viewCount":326,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":36,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}