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“大佬们”Q1持仓来了!
近日,大型机构纷纷公布一季度持仓,随着13F报告的披露,顶级大佬们的最新持股亦同时曝光。
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Jonathan_WEN
Jonathan_WEN
·
2021-05-19
才买了几百股,有啥好开贴说的
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wufu7676
wufu7676
·
2021-05-19
哈哈,多少都是爱👄
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美港电讯APP
美港电讯APP
·
2021-05-18
一图看懂巴菲特Q1持仓!
$伯克希尔(BRK.A)$
头号重仓股仍是
$苹果(AAPL)$
,银行股
$富国银行(WFC)$
遭狂抛>>>
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一图看懂巴菲特Q1持仓!
孟浩
孟浩
·
2021-05-18
【罕见出手】桥水大幅减仓蔚来,阿里巴巴
桥水Q1除了减仓蔚来、阿里之外,还进行了哪些操作?一文带你了解桥水的最新动向。 上周五,知名投资人达利欧管理的桥水基金提交了截至一季度末的美股持仓,桥水整体持仓规模113.4亿美元,与前一季度基本持平。根据桥水13F持仓数据来看,桥水共增持204个标的,减持123个标的,新进127个标的,清仓197个标的。
$蔚来(NIO)$
$特斯拉(TSLA)$
减仓黄金,看多比特币 与去年4季度一样,今年1季度桥水再度大规模减仓黄金,减持
$SPDR黄金ETF(GLD)$
125.27万股,减持
$黄金信托ETF(iShares)(IAU)$
664.4万股。同时,桥水对两只标普500ETF
$标普500ETF(SPY)$
与
$标普500指数ETF(IVV)$
也进行了较大减持,分别减持54万股和37万股。此前,达利欧曾表示比特币是一项了不起的发明,他将比特币视为类似于黄金的另类资产,考虑配置比特币的仓位。 当地时间4月16-17日,桥水基金创始人雷达里奥参加了德克萨斯州A&M的比特币会议。会议上他表示,随着世界面临全球货币贬值威胁,投资者应多
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【罕见出手】桥水大幅减仓蔚来,阿里巴巴
longLong
longLong
·
2021-05-18
减了这么多对苹果也没啥影响
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Applejuice
Applejuice
·
2021-05-18
AAPL
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Applejuice
Applejuice
·
2021-05-18
AAPL
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Ysw16888
Ysw16888
·
2021-05-18
赞我回复我
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1
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1
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开始动
开始动
·
2021-05-18
我看好小米
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2
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280dd4bd
280dd4bd
·
2021-05-18
伯克希尔增持 Verizon,我增持了中国移动 941[龇牙]
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YongGuang
YongGuang
·
2021-05-18
吃苹果
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3
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十八顺
十八顺
·
2021-05-18
多拿些苹果就对了
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2
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xiaohei85
xiaohei85
·
2021-05-18
苹果🍎真香
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3
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garyyue88
garyyue88
·
2021-05-18
[财迷] [财迷] [财迷]
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yfc838
yfc838
·
2021-05-18
好訊息
高瓴一季度重仓中国不变 ,继续加大硬科技、云计算投资
数据显示,高瓴在美股市场持有91家公司的股票,总市值为101亿美元,中概股依然占据强势地位,硬科技、医药医疗、消费仍旧是其重点投资行业。持续加注云计算、硬科技投资今年一季度,高瓴持续加注企业服务赛道下云计算、硬科技、人工智能方面的投资。截至一季度末,高瓴在美股持有万国数据314万股,市值排在高瓴美股持仓的第12位;同时,高瓴在一季度继续加仓了Salesforce 6.4万股,截至一季度末,Salesforce持有市值已经在高瓴美股持仓中排在第13位。
高瓴一季度重仓中国不变 ,继续加大硬科技、云计算投资
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打打小猫
打打小猫
·
2021-05-18
减持了还有那么多
13F报告:苹果仍为伯克希尔哈撒韦头号重仓股
伯克希尔哈撒韦一季度仅建仓做多保险巨头怡安;高盛抛售黄金ETF、看好阿里巴巴。
13F报告:苹果仍为伯克希尔哈撒韦头号重仓股
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LittleGuiLin
LittleGuiLin
·
2021-05-18
Politically, US wants to suffocate China. Yet it wants China to be not dead completely so that it can generate revenue to US capital groups.
高瓴一季度重仓中国不变 ,继续加大硬科技、云计算投资
数据显示,高瓴在美股市场持有91家公司的股票,总市值为101亿美元,中概股依然占据强势地位,硬科技、医药医疗、消费仍旧是其重点投资行业。持续加注云计算、硬科技投资今年一季度,高瓴持续加注企业服务赛道下云计算、硬科技、人工智能方面的投资。截至一季度末,高瓴在美股持有万国数据314万股,市值排在高瓴美股持仓的第12位;同时,高瓴在一季度继续加仓了Salesforce 6.4万股,截至一季度末,Salesforce持有市值已经在高瓴美股持仓中排在第13位。
高瓴一季度重仓中国不变 ,继续加大硬科技、云计算投资
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VivienneLee
VivienneLee
·
2021-05-18
[贱笑]
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07:24","market":"hk","language":"zh","title":"高瓴一季度重仓中国不变 ,继续加大硬科技、云计算投资","url":"https://stock-news.laohu8.com/highlight/detail?id=2136413952","media":"智通财经","summary":"数据显示,高瓴在美股市场持有91家公司的股票,总市值为101亿美元,中概股依然占据强势地位,硬科技、医药医疗、消费仍旧是其重点投资行业。持续加注云计算、硬科技投资今年一季度,高瓴持续加注企业服务赛道下云计算、硬科技、人工智能方面的投资。截至一季度末,高瓴在美股持有万国数据314万股,市值排在高瓴美股持仓的第12位;同时,高瓴在一季度继续加仓了Salesforce 6.4万股,截至一季度末,Salesforce持有市值已经在高瓴美股持仓中排在第13位。","content":"<p>据智通财经APP获悉,北京时间5月18日,高瓴在美国证券交易委员会(SEC)公布了2021年一季度美股持仓情况。数据显示,高瓴在美股市场持有91家公司的股票,总市值为101亿美元,中概股依然占据强势地位,硬科技、医药医疗、消费仍旧是其重点投资行业。</p>\n<p>一季度,高瓴二级市场团队加大了对中概股的投资,在91只持股中,新进与增持的中概股达到了11家。</p>\n<p><b>加大中概股投资力度</b></p>\n<p>2021年一季度13F数据显示,高瓴持有的91家公司中,从持有市值来看,中概股占比超60%;前十大重仓持股中,中概股包括<a href=\"https://laohu8.com/S/BGNE\">百济神州</a>(BGNE.US)、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>(PDD.US)、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>(IQ.US)、<a href=\"https://laohu8.com/S/JD\">京东</a>(JD.US)、泰邦医药(CBPO.US)、<a href=\"https://laohu8.com/S/IMAB\">天境生物</a>(IMAB.US),这也是高瓴长期重仓持有的公司。</p>\n<p>进一步看,高瓴二级市场团队在一季度继续加大了对中概股的投资力度,在91只持股名单中,新进和增持的中概股有11家,包括<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>(BEKE.US)、<a href=\"https://laohu8.com/S/HTHT\">华住</a>(HTHT.US)、<a href=\"https://laohu8.com/S/NTES\">网易</a>(NTES.US)等中概股。</p>\n<p>一季度,高瓴二级市场团队在美股市场上对京东、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>(BILI.US)等明星中概股进行了调仓,而同样的情况也发生在其他大型投资机构身上,业内人士分析,主要原因有两点:首先,越来越多的明星中概股在香港市场二次上市,这为专业投资机构调整头寸、在香港市场继续重仓中国优秀企业提供了更灵活的空间;第二,在美股处于高位、明星中概股股价攀升后,专业投资机构根据市场研判,也会对组合仓位进行适时调整。Wind数据显示,在今年2月份,京东和哔哩哔哩的股价相继创出新高,哔哩哔哩在去年四季度更是大涨106%。此外,在线教育行业严监管背景下,高瓴二级市场团队对教育中概股做了调仓处理,卖出了<a href=\"https://laohu8.com/S/TAL\">好未来</a>和一起教育;Wind数据显示,好未来在今年2月创下了股价新高、股价达90美元,相比去年末,今年前两月涨幅最高达27%。</p>\n<p>中概股外,生物科技、医疗制药依旧是高瓴重点投资的方向,91个持股公司中,医药医疗领域的企业占比近一半,多个季度位列前五大重仓股的<a href=\"https://laohu8.com/S/06160\">百济神州</a>,在此次高瓴一季度持仓数据中,百济神州的持有市值已经排在第1位。</p>\n<p>高瓴目前在全球医疗健康产业中已投资200余家企业,其中,国内企业100余家。近年来,随着全球生命科学产业及生物医药产业的迅速发展,生命健康行业的投资也伴随着产业的发展如火如荼。高瓴联席首席投资官、合伙人易诺青曾表示,今天健康产业生机勃勃的景象,就像当年信息产业爆发前夜。</p>\n<p><b>持续加注云计算、硬科技投资</b></p>\n<p>今年一季度,高瓴持续加注企业服务赛道下云计算、硬科技、人工智能方面的投资。</p>\n<p>高瓴被投企业<a href=\"https://laohu8.com/S/TUYA\">涂鸦智能</a>(TUYA.US)在一季度完成美股上市,此次也出现在了13F名单中。涂鸦智能是全球领先的IoT云平台,连接品牌、OEM厂商、开发者和连锁零售商的智能化需求,提供一站式人工智能物联网的PaaS级解决方案。</p>\n<p>此外,<a href=\"https://laohu8.com/S/GDS\">万国数据</a>(GDS.US)和<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>(CRM.US)依旧是高瓴在云计算、大数据上的重要持仓股票。截至一季度末,高瓴在美股持有万国数据314万股,市值排在高瓴美股持仓的第12位;同时,高瓴在一季度继续加仓了Salesforce 6.4万股,截至一季度末,Salesforce持有市值已经在高瓴美股持仓中排在第13位。公开资料显示,万国数据是中国领先的高性能数据中心开发商和运营商,Salesforce则是CRM行业的服务提供商,旨在为企业提供拥有易用性、集成度、效率和可见性更高的CRM软件。</p>\n<p><b>加码“碳中和”基础设施 投资规模已达500亿</b></p>\n<p>去年四季度,新能源车股票在美股市场经历了一轮大涨,比如小鹏(XPEV.US),在去年11月份就暴涨203%。高瓴二级市场团队在四季度也对新能源车股票进行了大幅度的调仓,带来了可观的收益。今年一季度,新能源车股价调整,连续阴跌、甚至腰斩,高瓴二级市场团队在今年一季度对小鹏等新能源车进行了新一轮建仓;此外,高瓴今年还在A股和港股市场投资了<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>(01211)、<a href=\"https://laohu8.com/S/601633\">长城汽车</a>(601633,02333),高瓴在新能源车领域仍有落子。</p>\n<p>进一步看,在新能源技术、材料、工艺等“绿色新基建”领域,高瓴按照“碳中和”技术路线图,已经深入布局了光伏、新能源汽车和芯片等产业链上下游,投资了<a href=\"https://laohu8.com/S/601012\">隆基股份</a>(601012)、<a href=\"https://laohu8.com/S/300750\">宁德时代</a>(300750)、<a href=\"https://laohu8.com/S/002812\">恩捷股份</a>(002812)、<a href=\"https://laohu8.com/S/300274\">阳光电源</a>(300724)、<a href=\"https://laohu8.com/S/600438\">通威股份</a>(600438)等龙头公司。据透露,高瓴已经组建了专门的气候变化投资团队,在碳中和领域的投资规模已经达到了500亿人民币。今年年初,高瓴发起成立行业首支专项“绿色基金”、发布了业内首份“碳中和倡议书”,还联合发布了行业首份碳中和报告。</p>","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\" 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}\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高瓴一季度重仓中国不变 ,继续加大硬科技、云计算投资\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-18 07:24 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/476931.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据智通财经APP获悉,北京时间5月18日,高瓴在美国证券交易委员会(SEC)公布了2021年一季度美股持仓情况。数据显示,高瓴在美股市场持有91家公司的股票,总市值为101亿美元,中概股依然占据强势地位,硬科技、医药医疗、消费仍旧是其重点投资行业。\n一季度,高瓴二级市场团队加大了对中概股的投资,在91只持股中,新进与增持的中概股达到了11家。\n加大中概股投资力度\n2021年一季度13F数据显示,...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/476931.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/e62f8ab97654b9d4f235a7b85cd8647e","relate_stocks":{"06160":"百济神州","QNETCN":"纳斯达克中美互联网老虎指数","01211":"比亚迪股份","TTTN":"老虎中美互联网巨头ETF"},"source_url":"http://www.zhitongcaijing.com/content/detail/476931.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2136413952","content_text":"据智通财经APP获悉,北京时间5月18日,高瓴在美国证券交易委员会(SEC)公布了2021年一季度美股持仓情况。数据显示,高瓴在美股市场持有91家公司的股票,总市值为101亿美元,中概股依然占据强势地位,硬科技、医药医疗、消费仍旧是其重点投资行业。\n一季度,高瓴二级市场团队加大了对中概股的投资,在91只持股中,新进与增持的中概股达到了11家。\n加大中概股投资力度\n2021年一季度13F数据显示,高瓴持有的91家公司中,从持有市值来看,中概股占比超60%;前十大重仓持股中,中概股包括百济神州(BGNE.US)、拼多多(PDD.US)、爱奇艺(IQ.US)、京东(JD.US)、泰邦医药(CBPO.US)、天境生物(IMAB.US),这也是高瓴长期重仓持有的公司。\n进一步看,高瓴二级市场团队在一季度继续加大了对中概股的投资力度,在91只持股名单中,新进和增持的中概股有11家,包括贝壳(BEKE.US)、华住(HTHT.US)、网易(NTES.US)等中概股。\n一季度,高瓴二级市场团队在美股市场上对京东、哔哩哔哩(BILI.US)等明星中概股进行了调仓,而同样的情况也发生在其他大型投资机构身上,业内人士分析,主要原因有两点:首先,越来越多的明星中概股在香港市场二次上市,这为专业投资机构调整头寸、在香港市场继续重仓中国优秀企业提供了更灵活的空间;第二,在美股处于高位、明星中概股股价攀升后,专业投资机构根据市场研判,也会对组合仓位进行适时调整。Wind数据显示,在今年2月份,京东和哔哩哔哩的股价相继创出新高,哔哩哔哩在去年四季度更是大涨106%。此外,在线教育行业严监管背景下,高瓴二级市场团队对教育中概股做了调仓处理,卖出了好未来和一起教育;Wind数据显示,好未来在今年2月创下了股价新高、股价达90美元,相比去年末,今年前两月涨幅最高达27%。\n中概股外,生物科技、医疗制药依旧是高瓴重点投资的方向,91个持股公司中,医药医疗领域的企业占比近一半,多个季度位列前五大重仓股的百济神州,在此次高瓴一季度持仓数据中,百济神州的持有市值已经排在第1位。\n高瓴目前在全球医疗健康产业中已投资200余家企业,其中,国内企业100余家。近年来,随着全球生命科学产业及生物医药产业的迅速发展,生命健康行业的投资也伴随着产业的发展如火如荼。高瓴联席首席投资官、合伙人易诺青曾表示,今天健康产业生机勃勃的景象,就像当年信息产业爆发前夜。\n持续加注云计算、硬科技投资\n今年一季度,高瓴持续加注企业服务赛道下云计算、硬科技、人工智能方面的投资。\n高瓴被投企业涂鸦智能(TUYA.US)在一季度完成美股上市,此次也出现在了13F名单中。涂鸦智能是全球领先的IoT云平台,连接品牌、OEM厂商、开发者和连锁零售商的智能化需求,提供一站式人工智能物联网的PaaS级解决方案。\n此外,万国数据(GDS.US)和Salesforce(CRM.US)依旧是高瓴在云计算、大数据上的重要持仓股票。截至一季度末,高瓴在美股持有万国数据314万股,市值排在高瓴美股持仓的第12位;同时,高瓴在一季度继续加仓了Salesforce 6.4万股,截至一季度末,Salesforce持有市值已经在高瓴美股持仓中排在第13位。公开资料显示,万国数据是中国领先的高性能数据中心开发商和运营商,Salesforce则是CRM行业的服务提供商,旨在为企业提供拥有易用性、集成度、效率和可见性更高的CRM软件。\n加码“碳中和”基础设施 投资规模已达500亿\n去年四季度,新能源车股票在美股市场经历了一轮大涨,比如小鹏(XPEV.US),在去年11月份就暴涨203%。高瓴二级市场团队在四季度也对新能源车股票进行了大幅度的调仓,带来了可观的收益。今年一季度,新能源车股价调整,连续阴跌、甚至腰斩,高瓴二级市场团队在今年一季度对小鹏等新能源车进行了新一轮建仓;此外,高瓴今年还在A股和港股市场投资了比亚迪股份(01211)、长城汽车(601633,02333),高瓴在新能源车领域仍有落子。\n进一步看,在新能源技术、材料、工艺等“绿色新基建”领域,高瓴按照“碳中和”技术路线图,已经深入布局了光伏、新能源汽车和芯片等产业链上下游,投资了隆基股份(601012)、宁德时代(300750)、恩捷股份(002812)、阳光电源(300724)、通威股份(600438)等龙头公司。据透露,高瓴已经组建了专门的气候变化投资团队,在碳中和领域的投资规模已经达到了500亿人民币。今年年初,高瓴发起成立行业首支专项“绿色基金”、发布了业内首份“碳中和倡议书”,还联合发布了行业首份碳中和报告。","news_type":1,"symbols_score_info":{"01211":0.9,"06160":0.9,"QNETCN":0.9,"TTTN":0.9}},"isVote":1,"tweetType":1,"viewCount":1355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":195278323,"gmtCreate":1621299495462,"gmtModify":1634192678656,"author":{"id":"3581618319382702","authorId":"3581618319382702","name":"打打小猫","avatar":"https://static.tigerbbs.com/573e08273dd1d002da1b874fec073326","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581618319382702","authorIdStr":"3581618319382702"},"themes":[],"htmlText":"减持了还有那么多","listText":"减持了还有那么多","text":"减持了还有那么多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/195278323","repostId":"2136523359","repostType":4,"repost":{"id":"2136523359","kind":"highlight","pubTimestamp":1621288713,"share":"https://ttm.financial/m/news/2136523359?lang=&edition=full","pubTime":"2021-05-18 05:58","market":"hk","language":"zh","title":"13F报告:苹果仍为伯克希尔哈撒韦头号重仓股","url":"https://stock-news.laohu8.com/highlight/detail?id=2136523359","media":"金十数据","summary":"伯克希尔哈撒韦一季度仅建仓做多保险巨头怡安;高盛抛售黄金ETF、看好阿里巴巴。","content":"<p>周一,再有两家头号公司披露一季度持仓报告。</p>\n<p><b><a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦:做多保险巨头怡安,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>仍为头号重仓股</b></p>\n<p>伯克希尔哈撒韦最新13F持仓报告显示,一季度仅建仓做多保险巨头怡安。数据显示,截至2021年3月31日,伯克希尔持有410万股怡安股票。<img src=\"https://static.tigerbbs.com/3ccd22595a033cdeb87b3eedf3d506b8\" tg-width=\"921\" tg-height=\"494\" referrerpolicy=\"no-referrer\">一季度伯克希尔哈撒韦清仓森科尔能源(Suncor Energy)和消费金融服务公司<a href=\"https://laohu8.com/S/SYF\">Synchrony Financial</a>;增持<a href=\"https://laohu8.com/S/VZ\">威瑞森</a>、连锁超市<a href=\"https://laohu8.com/S/KR\">克罗格</a>(Kroger)等4只股票;减持<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>和<a href=\"https://laohu8.com/S/WFC\">富国银行</a>等11只股票。<img src=\"https://static.tigerbbs.com/64a4ea9a43f53782dbbbd2631792cdb3\" tg-width=\"981\" tg-height=\"509\" referrerpolicy=\"no-referrer\">报告显示,伯克希尔哈撒韦一季度将雪佛龙的持股从4850万股减少到2370万股,将富国银行的持股从5240万股大幅减少到67.5万股。</p>\n<p>同时,该公司一季度头号重仓股仍为苹果,持仓量维持在8.871亿股,持股市值1084亿美元,在披露资产中占比40%;其次,伯克希尔哈撒韦对<a href=\"https://laohu8.com/S/BAC\">美国银行</a>持股维持在10.1亿股,持股市值391亿美元。</p>\n<p>此外,伯克希尔哈撒韦对<a href=\"https://laohu8.com/S/AXP\">美国运通</a>、<a href=\"https://laohu8.com/S/KO\">可口可乐</a>和<a href=\"https://laohu8.com/S/KHC\">卡夫亨氏</a>的持股分别保持在1.516亿股、4亿股和3.256亿股不变,持股市值分别为214亿美元、211亿美元以及130亿美元。<img src=\"https://static.tigerbbs.com/3af05f19a9c175d52d34a0e7b7dd0816\" tg-width=\"932\" tg-height=\"445\" referrerpolicy=\"no-referrer\">整体而言,报告显示,伯克希尔哈撒韦在2021年第一季度持仓总市值为2704.35亿美元,此前为2699.28亿美元;前十大持仓标的占比为86.72%。第一季度新进1个标的,增持4个标的,清仓2个标的,减持11个标的。</p>\n<p><b><a href=\"https://laohu8.com/S/GS\">高盛</a>:抛售黄金ETF、增持<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a></b></p>\n<p>高盛集团也已经递交了截止至2021年3月31日的一季度持仓报告(13F)。</p>\n<p><b>高盛的前五大重仓股分别是:</b></p>\n<blockquote>\n <a href=\"https://laohu8.com/S/IVV\">标普500指数ETF</a>(SPDR S&P 500 ETF Trust),持仓约3757万股,持仓市值约148.91亿美元;苹果公司,持仓约6833万股,持仓市值约83.46亿美元;<a href=\"https://laohu8.com/S/MSFT\">微软</a>,持仓约3380万股,持仓市值约79.68亿美元;<a href=\"https://laohu8.com/S/EEME\">iShares</a>罗素2000 ETF,持仓约3181万股,持仓市值约70.28亿美元;亚马逊,持仓约192万股,持仓市值约59.42亿美元。\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/b6245dfe5cc491c51de4dfcd016bccd2\" tg-width=\"1175\" tg-height=\"458\" referrerpolicy=\"no-referrer\">一季度<b>高盛集团增持了</b>:<a href=\"https://laohu8.com/S/EGRW\">iShares</a>罗素2000 ETF看跌期权(IWM.US.PUT)、纳指100ETF看跌期权(QQQ.US.PUT)、<a href=\"https://laohu8.com/S/EMDI\">iShares</a>罗素2000 ETF、阿里巴巴和阿里巴巴看涨期权(BABA.US.CALL)。<img src=\"https://static.tigerbbs.com/d310c6cf80e34749eb53a3d340a6fdf2\" tg-width=\"1162\" tg-height=\"513\" referrerpolicy=\"no-referrer\">同时,<b>高盛减持了:</b>标普500指数ETF看跌期权(SPY.US.PUT)、特斯拉看跌期权(TSLA.US.PUT)、标普500指数ETF、<a href=\"https://laohu8.com/S/GLD\">SPDR黄金ETF</a>看涨期权(GLD.US.CALL)和跟谁学(Gsx Techedu)。<img src=\"https://static.tigerbbs.com/6e0d86ee71cb3c1012eb2d60469326b0\" tg-width=\"1169\" tg-height=\"515\" referrerpolicy=\"no-referrer\">整体而言,报告显示,高盛在2021年第一季度持仓总市值为3964.54亿美元,此前为3886.33亿美元;前十大持仓标的占比为16.93%。第一季度新进1206个标的,增持2459个标的,清仓612个标的,减持2146个标的。</p>","source":"xnew_highlight","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>13F报告:苹果仍为伯克希尔哈撒韦头号重仓股</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\">\n13F报告:苹果仍为伯克希尔哈撒韦头号重仓股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-18 05:58 北京时间 <a href=https://xnews.jin10.com/webapp/details.html?id=74635&type=news><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周一,再有两家头号公司披露一季度持仓报告。\n伯克希尔哈撒韦:做多保险巨头怡安,苹果仍为头号重仓股\n伯克希尔哈撒韦最新13F持仓报告显示,一季度仅建仓做多保险巨头怡安。数据显示,截至2021年3月31日,伯克希尔持有410万股怡安股票。一季度伯克希尔哈撒韦清仓森科尔能源(Suncor Energy)和消费金融服务公司Synchrony Financial;增持威瑞森、连锁超市克罗格(Kroger)等...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=74635&type=news\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/83326b85251f0fba5971bc4fb6ef5a42","relate_stocks":{"518680":"金ETF","AAPL":"苹果","03086":"华夏纳指","BRK.B":"伯克希尔B","09988":"阿里巴巴-W","QNETCN":"纳斯达克中美互联网老虎指数","GS":"高盛","BRK.A":"伯克希尔","09086":"华夏纳指-U","BABA":"阿里巴巴"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=74635&type=news","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2136523359","content_text":"周一,再有两家头号公司披露一季度持仓报告。\n伯克希尔哈撒韦:做多保险巨头怡安,苹果仍为头号重仓股\n伯克希尔哈撒韦最新13F持仓报告显示,一季度仅建仓做多保险巨头怡安。数据显示,截至2021年3月31日,伯克希尔持有410万股怡安股票。一季度伯克希尔哈撒韦清仓森科尔能源(Suncor Energy)和消费金融服务公司Synchrony Financial;增持威瑞森、连锁超市克罗格(Kroger)等4只股票;减持雪佛龙和富国银行等11只股票。报告显示,伯克希尔哈撒韦一季度将雪佛龙的持股从4850万股减少到2370万股,将富国银行的持股从5240万股大幅减少到67.5万股。\n同时,该公司一季度头号重仓股仍为苹果,持仓量维持在8.871亿股,持股市值1084亿美元,在披露资产中占比40%;其次,伯克希尔哈撒韦对美国银行持股维持在10.1亿股,持股市值391亿美元。\n此外,伯克希尔哈撒韦对美国运通、可口可乐和卡夫亨氏的持股分别保持在1.516亿股、4亿股和3.256亿股不变,持股市值分别为214亿美元、211亿美元以及130亿美元。整体而言,报告显示,伯克希尔哈撒韦在2021年第一季度持仓总市值为2704.35亿美元,此前为2699.28亿美元;前十大持仓标的占比为86.72%。第一季度新进1个标的,增持4个标的,清仓2个标的,减持11个标的。\n高盛:抛售黄金ETF、增持阿里巴巴\n高盛集团也已经递交了截止至2021年3月31日的一季度持仓报告(13F)。\n高盛的前五大重仓股分别是:\n\n标普500指数ETF(SPDR S&P 500 ETF Trust),持仓约3757万股,持仓市值约148.91亿美元;苹果公司,持仓约6833万股,持仓市值约83.46亿美元;微软,持仓约3380万股,持仓市值约79.68亿美元;iShares罗素2000 ETF,持仓约3181万股,持仓市值约70.28亿美元;亚马逊,持仓约192万股,持仓市值约59.42亿美元。\n\n一季度高盛集团增持了:iShares罗素2000 ETF看跌期权(IWM.US.PUT)、纳指100ETF看跌期权(QQQ.US.PUT)、iShares罗素2000 ETF、阿里巴巴和阿里巴巴看涨期权(BABA.US.CALL)。同时,高盛减持了:标普500指数ETF看跌期权(SPY.US.PUT)、特斯拉看跌期权(TSLA.US.PUT)、标普500指数ETF、SPDR黄金ETF看涨期权(GLD.US.CALL)和跟谁学(Gsx Techedu)。整体而言,报告显示,高盛在2021年第一季度持仓总市值为3964.54亿美元,此前为3886.33亿美元;前十大持仓标的占比为16.93%。第一季度新进1206个标的,增持2459个标的,清仓612个标的,减持2146个标的。","news_type":1,"symbols_score_info":{"518680":0.9,"03086":0.9,"09086":0.9,"09988":0.9,"AAPL":0.9,"BABA":0.9,"BRK.A":0.9,"BRK.B":0.9,"GS":0.9,"QNETCN":0.9}},"isVote":1,"tweetType":1,"viewCount":3208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":195244695,"gmtCreate":1621299234517,"gmtModify":1631884667152,"author":{"id":"3575540187585339","authorId":"3575540187585339","name":"LittleGuiLin","avatar":"https://static.tigerbbs.com/a8ea4a9904bb4298320579358e26ac9b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575540187585339","authorIdStr":"3575540187585339"},"themes":[],"htmlText":"Politically, US wants to suffocate China. Yet it wants China to be not dead completely so that it can generate revenue to US capital groups.","listText":"Politically, US wants to suffocate China. Yet it wants China to be not dead completely so that it can generate revenue to US capital groups.","text":"Politically, US wants to suffocate China. Yet it wants China to be not dead completely so that it can generate revenue to US capital groups.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195244695","repostId":"2136413952","repostType":4,"repost":{"id":"2136413952","kind":"news","pubTimestamp":1621293868,"share":"https://ttm.financial/m/news/2136413952?lang=&edition=full","pubTime":"2021-05-18 07:24","market":"hk","language":"zh","title":"高瓴一季度重仓中国不变 ,继续加大硬科技、云计算投资","url":"https://stock-news.laohu8.com/highlight/detail?id=2136413952","media":"智通财经","summary":"数据显示,高瓴在美股市场持有91家公司的股票,总市值为101亿美元,中概股依然占据强势地位,硬科技、医药医疗、消费仍旧是其重点投资行业。持续加注云计算、硬科技投资今年一季度,高瓴持续加注企业服务赛道下云计算、硬科技、人工智能方面的投资。截至一季度末,高瓴在美股持有万国数据314万股,市值排在高瓴美股持仓的第12位;同时,高瓴在一季度继续加仓了Salesforce 6.4万股,截至一季度末,Salesforce持有市值已经在高瓴美股持仓中排在第13位。","content":"<p>据智通财经APP获悉,北京时间5月18日,高瓴在美国证券交易委员会(SEC)公布了2021年一季度美股持仓情况。数据显示,高瓴在美股市场持有91家公司的股票,总市值为101亿美元,中概股依然占据强势地位,硬科技、医药医疗、消费仍旧是其重点投资行业。</p>\n<p>一季度,高瓴二级市场团队加大了对中概股的投资,在91只持股中,新进与增持的中概股达到了11家。</p>\n<p><b>加大中概股投资力度</b></p>\n<p>2021年一季度13F数据显示,高瓴持有的91家公司中,从持有市值来看,中概股占比超60%;前十大重仓持股中,中概股包括<a href=\"https://laohu8.com/S/BGNE\">百济神州</a>(BGNE.US)、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>(PDD.US)、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>(IQ.US)、<a href=\"https://laohu8.com/S/JD\">京东</a>(JD.US)、泰邦医药(CBPO.US)、<a href=\"https://laohu8.com/S/IMAB\">天境生物</a>(IMAB.US),这也是高瓴长期重仓持有的公司。</p>\n<p>进一步看,高瓴二级市场团队在一季度继续加大了对中概股的投资力度,在91只持股名单中,新进和增持的中概股有11家,包括<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>(BEKE.US)、<a href=\"https://laohu8.com/S/HTHT\">华住</a>(HTHT.US)、<a href=\"https://laohu8.com/S/NTES\">网易</a>(NTES.US)等中概股。</p>\n<p>一季度,高瓴二级市场团队在美股市场上对京东、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>(BILI.US)等明星中概股进行了调仓,而同样的情况也发生在其他大型投资机构身上,业内人士分析,主要原因有两点:首先,越来越多的明星中概股在香港市场二次上市,这为专业投资机构调整头寸、在香港市场继续重仓中国优秀企业提供了更灵活的空间;第二,在美股处于高位、明星中概股股价攀升后,专业投资机构根据市场研判,也会对组合仓位进行适时调整。Wind数据显示,在今年2月份,京东和哔哩哔哩的股价相继创出新高,哔哩哔哩在去年四季度更是大涨106%。此外,在线教育行业严监管背景下,高瓴二级市场团队对教育中概股做了调仓处理,卖出了<a href=\"https://laohu8.com/S/TAL\">好未来</a>和一起教育;Wind数据显示,好未来在今年2月创下了股价新高、股价达90美元,相比去年末,今年前两月涨幅最高达27%。</p>\n<p>中概股外,生物科技、医疗制药依旧是高瓴重点投资的方向,91个持股公司中,医药医疗领域的企业占比近一半,多个季度位列前五大重仓股的<a href=\"https://laohu8.com/S/06160\">百济神州</a>,在此次高瓴一季度持仓数据中,百济神州的持有市值已经排在第1位。</p>\n<p>高瓴目前在全球医疗健康产业中已投资200余家企业,其中,国内企业100余家。近年来,随着全球生命科学产业及生物医药产业的迅速发展,生命健康行业的投资也伴随着产业的发展如火如荼。高瓴联席首席投资官、合伙人易诺青曾表示,今天健康产业生机勃勃的景象,就像当年信息产业爆发前夜。</p>\n<p><b>持续加注云计算、硬科技投资</b></p>\n<p>今年一季度,高瓴持续加注企业服务赛道下云计算、硬科技、人工智能方面的投资。</p>\n<p>高瓴被投企业<a href=\"https://laohu8.com/S/TUYA\">涂鸦智能</a>(TUYA.US)在一季度完成美股上市,此次也出现在了13F名单中。涂鸦智能是全球领先的IoT云平台,连接品牌、OEM厂商、开发者和连锁零售商的智能化需求,提供一站式人工智能物联网的PaaS级解决方案。</p>\n<p>此外,<a href=\"https://laohu8.com/S/GDS\">万国数据</a>(GDS.US)和<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>(CRM.US)依旧是高瓴在云计算、大数据上的重要持仓股票。截至一季度末,高瓴在美股持有万国数据314万股,市值排在高瓴美股持仓的第12位;同时,高瓴在一季度继续加仓了Salesforce 6.4万股,截至一季度末,Salesforce持有市值已经在高瓴美股持仓中排在第13位。公开资料显示,万国数据是中国领先的高性能数据中心开发商和运营商,Salesforce则是CRM行业的服务提供商,旨在为企业提供拥有易用性、集成度、效率和可见性更高的CRM软件。</p>\n<p><b>加码“碳中和”基础设施 投资规模已达500亿</b></p>\n<p>去年四季度,新能源车股票在美股市场经历了一轮大涨,比如小鹏(XPEV.US),在去年11月份就暴涨203%。高瓴二级市场团队在四季度也对新能源车股票进行了大幅度的调仓,带来了可观的收益。今年一季度,新能源车股价调整,连续阴跌、甚至腰斩,高瓴二级市场团队在今年一季度对小鹏等新能源车进行了新一轮建仓;此外,高瓴今年还在A股和港股市场投资了<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>(01211)、<a href=\"https://laohu8.com/S/601633\">长城汽车</a>(601633,02333),高瓴在新能源车领域仍有落子。</p>\n<p>进一步看,在新能源技术、材料、工艺等“绿色新基建”领域,高瓴按照“碳中和”技术路线图,已经深入布局了光伏、新能源汽车和芯片等产业链上下游,投资了<a href=\"https://laohu8.com/S/601012\">隆基股份</a>(601012)、<a href=\"https://laohu8.com/S/300750\">宁德时代</a>(300750)、<a href=\"https://laohu8.com/S/002812\">恩捷股份</a>(002812)、<a href=\"https://laohu8.com/S/300274\">阳光电源</a>(300724)、<a href=\"https://laohu8.com/S/600438\">通威股份</a>(600438)等龙头公司。据透露,高瓴已经组建了专门的气候变化投资团队,在碳中和领域的投资规模已经达到了500亿人民币。今年年初,高瓴发起成立行业首支专项“绿色基金”、发布了业内首份“碳中和倡议书”,还联合发布了行业首份碳中和报告。</p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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高瓴一季度重仓中国不变 ,继续加大硬科技、云计算投资\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-18 07:24 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/476931.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据智通财经APP获悉,北京时间5月18日,高瓴在美国证券交易委员会(SEC)公布了2021年一季度美股持仓情况。数据显示,高瓴在美股市场持有91家公司的股票,总市值为101亿美元,中概股依然占据强势地位,硬科技、医药医疗、消费仍旧是其重点投资行业。\n一季度,高瓴二级市场团队加大了对中概股的投资,在91只持股中,新进与增持的中概股达到了11家。\n加大中概股投资力度\n2021年一季度13F数据显示,...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/476931.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/e62f8ab97654b9d4f235a7b85cd8647e","relate_stocks":{"06160":"百济神州","QNETCN":"纳斯达克中美互联网老虎指数","01211":"比亚迪股份","TTTN":"老虎中美互联网巨头ETF"},"source_url":"http://www.zhitongcaijing.com/content/detail/476931.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2136413952","content_text":"据智通财经APP获悉,北京时间5月18日,高瓴在美国证券交易委员会(SEC)公布了2021年一季度美股持仓情况。数据显示,高瓴在美股市场持有91家公司的股票,总市值为101亿美元,中概股依然占据强势地位,硬科技、医药医疗、消费仍旧是其重点投资行业。\n一季度,高瓴二级市场团队加大了对中概股的投资,在91只持股中,新进与增持的中概股达到了11家。\n加大中概股投资力度\n2021年一季度13F数据显示,高瓴持有的91家公司中,从持有市值来看,中概股占比超60%;前十大重仓持股中,中概股包括百济神州(BGNE.US)、拼多多(PDD.US)、爱奇艺(IQ.US)、京东(JD.US)、泰邦医药(CBPO.US)、天境生物(IMAB.US),这也是高瓴长期重仓持有的公司。\n进一步看,高瓴二级市场团队在一季度继续加大了对中概股的投资力度,在91只持股名单中,新进和增持的中概股有11家,包括贝壳(BEKE.US)、华住(HTHT.US)、网易(NTES.US)等中概股。\n一季度,高瓴二级市场团队在美股市场上对京东、哔哩哔哩(BILI.US)等明星中概股进行了调仓,而同样的情况也发生在其他大型投资机构身上,业内人士分析,主要原因有两点:首先,越来越多的明星中概股在香港市场二次上市,这为专业投资机构调整头寸、在香港市场继续重仓中国优秀企业提供了更灵活的空间;第二,在美股处于高位、明星中概股股价攀升后,专业投资机构根据市场研判,也会对组合仓位进行适时调整。Wind数据显示,在今年2月份,京东和哔哩哔哩的股价相继创出新高,哔哩哔哩在去年四季度更是大涨106%。此外,在线教育行业严监管背景下,高瓴二级市场团队对教育中概股做了调仓处理,卖出了好未来和一起教育;Wind数据显示,好未来在今年2月创下了股价新高、股价达90美元,相比去年末,今年前两月涨幅最高达27%。\n中概股外,生物科技、医疗制药依旧是高瓴重点投资的方向,91个持股公司中,医药医疗领域的企业占比近一半,多个季度位列前五大重仓股的百济神州,在此次高瓴一季度持仓数据中,百济神州的持有市值已经排在第1位。\n高瓴目前在全球医疗健康产业中已投资200余家企业,其中,国内企业100余家。近年来,随着全球生命科学产业及生物医药产业的迅速发展,生命健康行业的投资也伴随着产业的发展如火如荼。高瓴联席首席投资官、合伙人易诺青曾表示,今天健康产业生机勃勃的景象,就像当年信息产业爆发前夜。\n持续加注云计算、硬科技投资\n今年一季度,高瓴持续加注企业服务赛道下云计算、硬科技、人工智能方面的投资。\n高瓴被投企业涂鸦智能(TUYA.US)在一季度完成美股上市,此次也出现在了13F名单中。涂鸦智能是全球领先的IoT云平台,连接品牌、OEM厂商、开发者和连锁零售商的智能化需求,提供一站式人工智能物联网的PaaS级解决方案。\n此外,万国数据(GDS.US)和Salesforce(CRM.US)依旧是高瓴在云计算、大数据上的重要持仓股票。截至一季度末,高瓴在美股持有万国数据314万股,市值排在高瓴美股持仓的第12位;同时,高瓴在一季度继续加仓了Salesforce 6.4万股,截至一季度末,Salesforce持有市值已经在高瓴美股持仓中排在第13位。公开资料显示,万国数据是中国领先的高性能数据中心开发商和运营商,Salesforce则是CRM行业的服务提供商,旨在为企业提供拥有易用性、集成度、效率和可见性更高的CRM软件。\n加码“碳中和”基础设施 投资规模已达500亿\n去年四季度,新能源车股票在美股市场经历了一轮大涨,比如小鹏(XPEV.US),在去年11月份就暴涨203%。高瓴二级市场团队在四季度也对新能源车股票进行了大幅度的调仓,带来了可观的收益。今年一季度,新能源车股价调整,连续阴跌、甚至腰斩,高瓴二级市场团队在今年一季度对小鹏等新能源车进行了新一轮建仓;此外,高瓴今年还在A股和港股市场投资了比亚迪股份(01211)、长城汽车(601633,02333),高瓴在新能源车领域仍有落子。\n进一步看,在新能源技术、材料、工艺等“绿色新基建”领域,高瓴按照“碳中和”技术路线图,已经深入布局了光伏、新能源汽车和芯片等产业链上下游,投资了隆基股份(601012)、宁德时代(300750)、恩捷股份(002812)、阳光电源(300724)、通威股份(600438)等龙头公司。据透露,高瓴已经组建了专门的气候变化投资团队,在碳中和领域的投资规模已经达到了500亿人民币。今年年初,高瓴发起成立行业首支专项“绿色基金”、发布了业内首份“碳中和倡议书”,还联合发布了行业首份碳中和报告。","news_type":1,"symbols_score_info":{"01211":0.9,"06160":0.9,"QNETCN":0.9,"TTTN":0.9}},"isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195257141,"gmtCreate":1621298953583,"gmtModify":1634192691318,"author":{"id":"3573462775038081","authorId":"3573462775038081","name":"VivienneLee","avatar":"https://static.tigerbbs.com/c894630250b23913750af7103f748f30","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573462775038081","authorIdStr":"3573462775038081"},"themes":[],"htmlText":"[贱笑] ","listText":"[贱笑] ","text":"[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195257141","repostId":"2136995286","repostType":4,"isVote":1,"tweetType":1,"viewCount":1278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"essenList":[],"allBottom":false,"essenBottom":true}