千亿景林资产“抄底”零售地产?贝壳成其美股头号持仓

资事堂2022-08-13

昨夜今晨,景林资产披露美股最新持仓明细。资事堂发现,截至2022年二季度末,这家千亿私募巨头的美股持仓达22.4亿美元,合人民币151亿元。这个数字依然是国内机构海外投资的最前列,但相比一季度的23.2亿美元规模小幅下降。盘点发现:景林资产的重仓股座次再次发生变化,贝壳控股晋升为第一大重仓,其次是京东集团和网易,内地公司依然是景林在美股中最重要的资产。01、高集中度持股值得提示的是,景林资产是通过...

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