淡马锡Q4建仓DoorDash、阿里为第二大重仓股

智通财经2021-02-16

根据美国证监会(SEC)披露，淡马锡于近日递交了截至2020年12月31日的第四季度(Q4)持仓报告(13F)。四季度，淡马锡持仓总市值为232.81亿美元，上一季度为196.98亿美元，环比增长18%。持仓新增标的15只，增持9只标的，减持6只标的，并对11只标的进行了清仓处理。截止至2020年12月31日，该基金前十大持仓标的占总市值的66.66%。在前五大重仓股中，贝莱德(BLK.US...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

hhyw
2021-02-17
hhyw
Alibaba ?
chawwu
2021-02-17
chawwu
Good
Leong1010
2021-02-16
Leong1010
Alibabba gogo

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1149827490?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/f99ab44f37bd48385a58c730c295805c","is_english":false,"pubTime":"2021-02-16 21:38","share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","id":"1149827490","market":"us","top_or_hot":-1,"title":"淡马锡Q4建仓DoorDash、阿里为第二大重仓股","media":"智通财经","content":"<div>\n<p>根据美国证监会(SEC)披露，淡马锡于近日递交了截至2020年12月31日的第四季度(Q4)持仓报告(13F)。\n四季度，淡马锡持仓总市值为232.81亿美元，上一季度为196.98亿美元，环比增长18%。持仓新增标的15只，增持9只标的，减持6只标的，并对11只标的进行了清仓处理。截止至2020年12月31日，该基金前十大持仓标的占总市值的66.66%。\n\n在前五大重仓股中，贝莱德(BLK.US...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/412094.html\">Source Link</a>\n\n</div>\n","source":"highlight_zhitongcaijin","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>淡马锡Q4建仓DoorDash、阿里为第二大重仓股</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淡马锡Q4建仓DoorDash、阿里为第二大重仓股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-16 21:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/412094.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>根据美国证监会(SEC)披露，淡马锡于近日递交了截至2020年12月31日的第四季度(Q4)持仓报告(13F)。\n四季度，淡马锡持仓总市值为232.81亿美元，上一季度为196.98亿美元，环比增长18%。持仓新增标的15只，增持9只标的，减持6只标的，并对11只标的进行了清仓处理。截止至2020年12月31日，该基金前十大持仓标的占总市值的66.66%。\n\n在前五大重仓股中，贝莱德(BLK.US...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/412094.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BABA","symbol_name":"阿里巴巴","start_time":0,"source_url":"https://www.zhitongcaijing.com/content/detail/412094.html","article_id":"1149827490","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/f99ab44f37bd48385a58c730c295805c"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1149827490","pubTimestamp":1613482683,"sourceInfo":{"source_id":"highlight_zhitongcaijin","name":"智通财经网"},"weMediaInfo":null,"summary":"四季度，淡马锡持仓总市值为232.81亿美元，上一季度为196.98亿美元，环比增长18%。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BABA":"阿里巴巴","DASH":"DoorDash, Inc."},"translate_title":"Temasek Q4 built DoorDash, and Ali was the second largest Awkwardness stock","themeId":"8e408cc6e9874ef686bebc25eab60ffe","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/818952a7a69575a4fdda77c73f3f6b65","symbols_score_info":{"BABA":0.9,"DASH":0.9},"content_text":"根据美国证监会(SEC)披露，淡马锡于近日递交了截至2020年12月31日的第四季度(Q4)持仓报告(13F)。\n四季度，淡马锡持仓总市值为232.81亿美元，上一季度为196.98亿美元，环比增长18%。持仓新增标的15只，增持9只标的，减持6只标的，并对11只标的进行了清仓处理。截止至2020年12月31日，该基金前十大持仓标的占总市值的66.66%。\n\n在前五大重仓股中，贝莱德(BLK.US)位列第一，持仓约595万股，持仓市值约42.95亿美元，持仓数量与上季度持平。\n阿里巴巴(BABA.US)位列第二，持仓约1206万股，持仓市值约28.07亿美元，持仓数量与上季度持平。\nPayPal(PYPL.US)位列第三，持仓约950万股，持仓市值约22.26亿美元，较上季度持仓数量增持1%。\n第四和第五分别为VISA(V.US)和Lumen Technologies Inc(LUMN.US)，持仓市值分别为11.57亿美元和9.48亿美元。\n\n从持仓比例变化来看，淡马锡前五大买入股分别是：DoorDash(DASH.US)、ContextLogic(WISH.US)、基础材料ETF-SPDR(XLB.US)、工业指数ETF-SPDR(XLI.US)和微软(MSFT.US)。\n\n淡马锡前五大卖出股分别是：Dell Technologies Inc.(DELL.US)、杜邦(DD.US)、美国核心国债指数ETF-iShares(GOVT.US)、高科技指数ETF-SPDR (XLK.US)和iShares Broad USD Investment Grade Corporate Bond ETF (USIG.US)。\n\n从持仓来看，淡马锡Q4建仓DoorDash(DASH.US)、微软(MSFT.US)。此外，该基金增持亚马逊(AMZN.US)和Uber(UBER.US)；减持腾讯音乐(TME.US)，较上季度持仓数量减持了98%。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":385105482,"gmtCreate":1613519668746,"gmtModify":1704881500126,"author":{"id":"3561544476596136","authorId":"3561544476596136","name":"hhyw","avatar":"https://static.tigerbbs.com/62f8a12108672917c80685184f331b6f","vip":1,"crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"3561544476596136","idStr":"3561544476596136"},"htmlText":"Alibaba ?","listText":"Alibaba ?","text":"Alibaba ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/385105482","repostId":1149827490,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":385356626,"gmtCreate":1613516658665,"gmtModify":1704881455211,"author":{"id":"3566808239835902","authorId":"3566808239835902","name":"chawwu","avatar":"https://static.tigerbbs.com/5069ee63560ff462214ea96e0154f0de","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3566808239835902","idStr":"3566808239835902"},"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/385356626","repostId":1149827490,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":382718978,"gmtCreate":1613483294394,"gmtModify":1704881004482,"author":{"id":"3574997087165025","authorId":"3574997087165025","name":"Leong1010","avatar":"https://static.tigerbbs.com/7e84ff04cec4f27ebc21ad5a3d9983cb","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3574997087165025","idStr":"3574997087165025"},"htmlText":"Alibabba gogo","listText":"Alibabba gogo","text":"Alibabba gogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382718978","repostId":1149827490,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":18,"commentSize":3,"repostSize":0,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1149827490"}