华尔街大佬David Tepper大举增持阿里巴巴 - 老虎社区

资讯资讯
帖子帖子
精选精选

- 繁华静落繁华静落
  ·2025-02-11
  既然消息都出来了，增持了，离跌不远了，还是大跌！
  坚定看好中国市场！华尔街大佬David Tepper大举增持阿里巴巴
  智通财经APP获悉，美股传奇投资人、对冲基金Appaloosa LP创始人David Tepper在去年第四季度大幅增持中国股票，阿里巴巴已成为该基金的最大持仓。Tepper的Appaloosa基金在四季度将阿里巴巴的持股增加18%，持仓量增至1180万股，市值超过12亿美元，使其成为该基金的第一大持仓。事实上，Tepper近半年持续对中国市场表现出浓厚兴趣。除了加仓中国市场，Tepper还对美股科技巨头进行了减持。
  坚定看好中国市场！华尔街大佬David Tepper大举增持阿里巴巴
  2,431 评论
  1
  分享
  举报
- 梓坚梓坚
  ·2025-02-11
  👍👍
  坚定看好中国市场！华尔街大佬David Tepper大举增持阿里巴巴
  智通财经APP获悉，美股传奇投资人、对冲基金Appaloosa LP创始人David Tepper在去年第四季度大幅增持中国股票，阿里巴巴已成为该基金的最大持仓。Tepper的Appaloosa基金在四季度将阿里巴巴的持股增加18%，持仓量增至1180万股，市值超过12亿美元，使其成为该基金的第一大持仓。事实上，Tepper近半年持续对中国市场表现出浓厚兴趣。除了加仓中国市场，Tepper还对美股科技巨头进行了减持。
  坚定看好中国市场！华尔街大佬David Tepper大举增持阿里巴巴
  2,090 评论
  1
  分享
  举报

{"themeInfo":{"themeId":"0e7cf744d25884b21a3d8ebdaf2f050a","name":"华尔街大佬David Tepper大举增持阿里巴巴","description":"美股传奇投资人、对冲基金Appaloosa LP创始人David Tepper在去年第四季度大幅增持中国股票，阿里巴巴(BABA.US)已成为该基金的最大持仓。根据最新提交的13-F监管文件，Tepper坚定看好中国市场，认为中国股票的风险回报比在全球范围内极具吸引力。","image":"https://static.tigerbbs.com/1201dcc0482be040348fb8d4f228bb68","type":2,"style":4,"follow":false,"createTime":1739227534238,"userCounts":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":0e7cf744d25884b21a3d8ebdaf2f050a}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowSubscriptionFinancial":false,"subscriberCount":0,"allowFollow":false,"hasReward":false,"rewardScore":0,"rewardValidDate":0,"rewardEnd":false,"symbols":["09988","BABA"],"tweetCounts":2,"categoryId":"2929bb7468f5415f853fd96fb35d7c3b","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"华尔街大佬David Tepper大举增持阿里巴巴","tweetAmount":2,"imageIsDefault":false,"aiDerivativeIssues":[]},"tab":"news","newsList":[{"id":166935,"article_id":"2510053817","title":"亿万富豪泰珀加码中国资产","subtitle":"","subtitle_show":0,"pub_time":1739233339000,"source_id":"sina_us","language":"zh","url":"https://finance.sina.com.cn/stock/usstock/c/2025-02-11/doc-inekafyr3624354.shtml","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"09988":0.6,"BABA":0.65,"FDN":0.9},"rights":null},{"id":166878,"article_id":"2510128418","title":"智通港股早知道 | 华尔街大佬大举增持阿里巴巴 黄金突破2900美元刷新纪录","subtitle":"","subtitle_show":0,"pub_time":1739231138000,"source_id":"stock_zhitongcaijing","language":"zh","url":"http://www.zhitongcaijing.com/content/detail/1248091.html","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"81211":0.6,"159831":1,"00762":0.9,"01211":0.9,"02438":0.9,"02465":0.9,"09988":0.6,"BABA":1,"BYDDY":0.6,"HSCEI":1,"HSTECH":1,"HYDD.SI":0.6,"YANG":1},"rights":null},{"id":166981,"article_id":"1127157561","title":"对冲基金大佬Tepper加大押注中国力度，无惧中概股涨势回落","subtitle":"","subtitle_show":0,"pub_time":1739228972733,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BABA":1.1,"BEKE":1.1,"BIDU":1.1,"FXI":1.1,"KWEB":1.1},"rights":null},{"id":166795,"article_id":"2510816689","title":"坚定看好中国市场！华尔街大佬David Tepper大举增持阿里巴巴","subtitle":"","subtitle_show":0,"pub_time":1739224800000,"source_id":"stock_zhitongcaijing","language":"zh","url":"http://www.zhitongcaijing.com/content/detail/1248074.html","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"09988":0.6,"BABA":1},"rights":null}],"isFinancial":true,"allList":[{"id":402288089673928,"gmtCreate":1739233678203,"gmtModify":1739233680813,"author":{"id":"3476933717889644","authorId":"3476933717889644","name":"繁华静落","avatar":"https://static.tigerbbs.com/4cffa537aaeacc0cd0a65ebad94bdfbc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3476933717889644","idStr":"3476933717889644"},"themes":[],"htmlText":"既然消息都出来了，增持了，离跌不远了，还是大跌！","listText":"既然消息都出来了，增持了，离跌不远了，还是大跌！","text":"既然消息都出来了，增持了，离跌不远了，还是大跌！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402288089673928","repostId":"2510816689","repostType":2,"repost":{"id":"2510816689","kind":"news","pubTimestamp":1739224800,"share":"https://www.laohu8.com/m/news/2510816689?lang=zh_CN&edition=full","pubTime":"2025-02-11 06:00","market":"sh","language":"zh","title":"坚定看好中国市场！华尔街大佬David Tepper大举增持阿里巴巴","url":"https://stock-news.laohu8.com/highlight/detail?id=2510816689","media":"智通财经","summary":"智通财经APP获悉，美股传奇投资人、对冲基金Appaloosa LP创始人David Tepper在去年第四季度大幅增持中国股票，阿里巴巴已成为该基金的最大持仓。Tepper的Appaloosa基金在四季度将阿里巴巴的持股增加18%，持仓量增至1180万股，市值超过12亿美元，使其成为该基金的第一大持仓。事实上，Tepper近半年持续对中国市场表现出浓厚兴趣。除了加仓中国市场，Tepper还对美股科技巨头进行了减持。","content":"<html><head></head><body><p>智通财经APP获悉，美股传奇投资人、对冲基金Appaloosa LP创始人David Tepper在去年第四季度大幅增持中国股票，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>(BABA.US)已成为该基金的最大持仓。根据最新提交的13-F监管文件，Tepper坚定看好中国市场，认为中国股票的风险回报比在全球范围内极具吸引力。</p><p>Tepper的Appaloosa基金在四季度将阿里巴巴的持股增加18%，持仓量增至1180万股，市值超过12亿美元，使其成为该基金的第一大持仓。与此同时，Tepper还加仓<a href=\"https://laohu8.com/S/JD\">京东</a>(JD.US)44%，持股增至1050万股，按当前股价(42美元)计算，市值超4亿美元。此外，他还小幅增持<a href=\"https://laohu8.com/S/PDD\">拼多多</a>(PDD.US)1%，目前持股达540万股。</p><p>这一系列增持表明，Tepper对中国电商板块尤为看好，特别是在阿里巴巴、京东和拼多多等企业股价低迷的背景下，他认为市场低估了这些公司的增长潜力。</p><p>事实上，Tepper近半年持续对中国市场表现出浓厚兴趣。去年9月，他曾公开表示自己正在买入“中国的一切”，因为中国股票的市盈率普遍处于个位数，但企业盈利增长仍维持在两位数，在全球市场中具备最佳的风险回报比。</p><p>Tepper的投资风格一直以精准抄底和逆势布局著称。作为美国橄榄球联盟球队Carolina Panthers的老板，他在过去30年间打造了华尔街最成功的投资纪录之一，他的投资动向一直是市场关注的焦点。</p><p>除了加仓中国市场，Tepper还对美股科技巨头进行了减持。其削减Meta(META.US)持仓20%，年末持股降至49万股，市值2.87亿美元；减持<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)20%，持股量降至260万股，市值5.7亿美元。</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>坚定看好中国市场！华尔街大佬David Tepper大举增持阿里巴巴</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坚定看好中国市场！华尔街大佬David Tepper大举增持阿里巴巴\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-11 06:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1248074.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，美股传奇投资人、对冲基金Appaloosa LP创始人David Tepper在去年第四季度大幅增持中国股票，阿里巴巴(BABA.US)已成为该基金的最大持仓。根据最新提交的13-F监管文件，Tepper坚定看好中国市场，认为中国股票的风险回报比在全球范围内极具吸引力。Tepper的Appaloosa基金在四季度将阿里巴巴的持股增加18%，持仓量增至1180万股，市值超过12...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1248074.html\">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/7064c4d7d0e0e65c6e1138157a714384","relate_stocks":{"LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","BK4535":"淡马锡持仓","BK4575":"芯片概念","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","BK4504":"桥水持仓","BABA":"阿里巴巴","BK4579":"人工智能","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BK4548":"巴美列捷福持仓","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","BK4565":"NFT概念","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU1688375341.USD":"贝莱德中国灵活股票基金","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK4558":"双十一","BK4220":"综合零售","LU1046421795.USD":"富达环球科技A-ACC","BK4524":"宅经济概念","BK4554":"元宇宙及AR概念","BK4581":"高盛持仓","BK4527":"明星科技股","BK4543":"AI","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK4526":"热门中概股","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","BK4503":"景林资产持仓","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1051768304.USD":"贝莱德新兴市场股票收益A6","09988":"阿里巴巴-W","BK4122":"互联网与直销零售","BK4502":"阿里概念","BK4587":"ChatGPT概念"},"source_url":"http://www.zhitongcaijing.com/content/detail/1248074.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2510816689","content_text":"智通财经APP获悉，美股传奇投资人、对冲基金Appaloosa LP创始人David Tepper在去年第四季度大幅增持中国股票，阿里巴巴(BABA.US)已成为该基金的最大持仓。根据最新提交的13-F监管文件，Tepper坚定看好中国市场，认为中国股票的风险回报比在全球范围内极具吸引力。Tepper的Appaloosa基金在四季度将阿里巴巴的持股增加18%，持仓量增至1180万股，市值超过12亿美元，使其成为该基金的第一大持仓。与此同时，Tepper还加仓京东(JD.US)44%，持股增至1050万股，按当前股价(42美元)计算，市值超4亿美元。此外，他还小幅增持拼多多(PDD.US)1%，目前持股达540万股。这一系列增持表明，Tepper对中国电商板块尤为看好，特别是在阿里巴巴、京东和拼多多等企业股价低迷的背景下，他认为市场低估了这些公司的增长潜力。事实上，Tepper近半年持续对中国市场表现出浓厚兴趣。去年9月，他曾公开表示自己正在买入“中国的一切”，因为中国股票的市盈率普遍处于个位数，但企业盈利增长仍维持在两位数，在全球市场中具备最佳的风险回报比。Tepper的投资风格一直以精准抄底和逆势布局著称。作为美国橄榄球联盟球队Carolina Panthers的老板，他在过去30年间打造了华尔街最成功的投资纪录之一，他的投资动向一直是市场关注的焦点。除了加仓中国市场，Tepper还对美股科技巨头进行了减持。其削减Meta(META.US)持仓20%，年末持股降至49万股，市值2.87亿美元；减持亚马逊(AMZN.US)20%，持股量降至260万股，市值5.7亿美元。","news_type":1,"symbols_score_info":{"09988":0.6,"BABA":1}},"isVote":1,"tweetType":1,"viewCount":2431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402273356398968,"gmtCreate":1739230017578,"gmtModify":1739230018607,"author":{"id":"3581646737212013","authorId":"3581646737212013","name":"梓坚","avatar":"https://static.tigerbbs.com/dc60101ae2a157654c11b14c2d659432","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581646737212013","idStr":"3581646737212013"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402273356398968","repostId":"2510816689","repostType":2,"repost":{"id":"2510816689","kind":"news","pubTimestamp":1739224800,"share":"https://www.laohu8.com/m/news/2510816689?lang=zh_CN&edition=full","pubTime":"2025-02-11 06:00","market":"sh","language":"zh","title":"坚定看好中国市场！华尔街大佬David Tepper大举增持阿里巴巴","url":"https://stock-news.laohu8.com/highlight/detail?id=2510816689","media":"智通财经","summary":"智通财经APP获悉，美股传奇投资人、对冲基金Appaloosa LP创始人David Tepper在去年第四季度大幅增持中国股票，阿里巴巴已成为该基金的最大持仓。Tepper的Appaloosa基金在四季度将阿里巴巴的持股增加18%，持仓量增至1180万股，市值超过12亿美元，使其成为该基金的第一大持仓。事实上，Tepper近半年持续对中国市场表现出浓厚兴趣。除了加仓中国市场，Tepper还对美股科技巨头进行了减持。","content":"<html><head></head><body><p>智通财经APP获悉，美股传奇投资人、对冲基金Appaloosa LP创始人David Tepper在去年第四季度大幅增持中国股票，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>(BABA.US)已成为该基金的最大持仓。根据最新提交的13-F监管文件，Tepper坚定看好中国市场，认为中国股票的风险回报比在全球范围内极具吸引力。</p><p>Tepper的Appaloosa基金在四季度将阿里巴巴的持股增加18%，持仓量增至1180万股，市值超过12亿美元，使其成为该基金的第一大持仓。与此同时，Tepper还加仓<a href=\"https://laohu8.com/S/JD\">京东</a>(JD.US)44%，持股增至1050万股，按当前股价(42美元)计算，市值超4亿美元。此外，他还小幅增持<a href=\"https://laohu8.com/S/PDD\">拼多多</a>(PDD.US)1%，目前持股达540万股。</p><p>这一系列增持表明，Tepper对中国电商板块尤为看好，特别是在阿里巴巴、京东和拼多多等企业股价低迷的背景下，他认为市场低估了这些公司的增长潜力。</p><p>事实上，Tepper近半年持续对中国市场表现出浓厚兴趣。去年9月，他曾公开表示自己正在买入“中国的一切”，因为中国股票的市盈率普遍处于个位数，但企业盈利增长仍维持在两位数，在全球市场中具备最佳的风险回报比。</p><p>Tepper的投资风格一直以精准抄底和逆势布局著称。作为美国橄榄球联盟球队Carolina Panthers的老板，他在过去30年间打造了华尔街最成功的投资纪录之一，他的投资动向一直是市场关注的焦点。</p><p>除了加仓中国市场，Tepper还对美股科技巨头进行了减持。其削减Meta(META.US)持仓20%，年末持股降至49万股，市值2.87亿美元；减持<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)20%，持股量降至260万股，市值5.7亿美元。</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>坚定看好中国市场！华尔街大佬David Tepper大举增持阿里巴巴</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坚定看好中国市场！华尔街大佬David Tepper大举增持阿里巴巴\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-11 06:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1248074.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，美股传奇投资人、对冲基金Appaloosa LP创始人David Tepper在去年第四季度大幅增持中国股票，阿里巴巴(BABA.US)已成为该基金的最大持仓。根据最新提交的13-F监管文件，Tepper坚定看好中国市场，认为中国股票的风险回报比在全球范围内极具吸引力。Tepper的Appaloosa基金在四季度将阿里巴巴的持股增加18%，持仓量增至1180万股，市值超过12...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1248074.html\">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/7064c4d7d0e0e65c6e1138157a714384","relate_stocks":{"LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","BK4535":"淡马锡持仓","BK4575":"芯片概念","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","BK4504":"桥水持仓","BABA":"阿里巴巴","BK4579":"人工智能","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BK4548":"巴美列捷福持仓","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","BK4565":"NFT概念","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU1688375341.USD":"贝莱德中国灵活股票基金","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK4558":"双十一","BK4220":"综合零售","LU1046421795.USD":"富达环球科技A-ACC","BK4524":"宅经济概念","BK4554":"元宇宙及AR概念","BK4581":"高盛持仓","BK4527":"明星科技股","BK4543":"AI","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK4526":"热门中概股","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","BK4503":"景林资产持仓","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1051768304.USD":"贝莱德新兴市场股票收益A6","09988":"阿里巴巴-W","BK4122":"互联网与直销零售","BK4502":"阿里概念","BK4587":"ChatGPT概念"},"source_url":"http://www.zhitongcaijing.com/content/detail/1248074.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2510816689","content_text":"智通财经APP获悉，美股传奇投资人、对冲基金Appaloosa LP创始人David Tepper在去年第四季度大幅增持中国股票，阿里巴巴(BABA.US)已成为该基金的最大持仓。根据最新提交的13-F监管文件，Tepper坚定看好中国市场，认为中国股票的风险回报比在全球范围内极具吸引力。Tepper的Appaloosa基金在四季度将阿里巴巴的持股增加18%，持仓量增至1180万股，市值超过12亿美元，使其成为该基金的第一大持仓。与此同时，Tepper还加仓京东(JD.US)44%，持股增至1050万股，按当前股价(42美元)计算，市值超4亿美元。此外，他还小幅增持拼多多(PDD.US)1%，目前持股达540万股。这一系列增持表明，Tepper对中国电商板块尤为看好，特别是在阿里巴巴、京东和拼多多等企业股价低迷的背景下，他认为市场低估了这些公司的增长潜力。事实上，Tepper近半年持续对中国市场表现出浓厚兴趣。去年9月，他曾公开表示自己正在买入“中国的一切”，因为中国股票的市盈率普遍处于个位数，但企业盈利增长仍维持在两位数，在全球市场中具备最佳的风险回报比。Tepper的投资风格一直以精准抄底和逆势布局著称。作为美国橄榄球联盟球队Carolina Panthers的老板，他在过去30年间打造了华尔街最成功的投资纪录之一，他的投资动向一直是市场关注的焦点。除了加仓中国市场，Tepper还对美股科技巨头进行了减持。其削减Meta(META.US)持仓20%，年末持股降至49万股，市值2.87亿美元；减持亚马逊(AMZN.US)20%，持股量降至260万股，市值5.7亿美元。","news_type":1,"symbols_score_info":{"09988":0.6,"BABA":1}},"isVote":1,"tweetType":1,"viewCount":2090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[],"allBottom":false,"essenBottom":true}