高瓴抄底阿里!增仓蔚来、小鹏,新能源汽车机会来了吗

证券市场红周刊2021-08-18

作为二级市场上备受关注的“资本巨头”,高瓴资本的一举一动都备受关注。北京时间8月17日,美国证券交易委员会(SEC)网站显示,高瓴提交了2021年二季度美股13F持仓数据。整体来看,高瓴二季度调仓动作较为活跃,与之前重仓中概股,并聚焦生命科学、硬科技等主线保持一致,但“新目标”出现较大变动。如在二季度新建仓标的中,高瓴增加了对爱彼迎、滴滴出行等关注度。同时也进一步逆市增仓电商、零售等中概股公司,如...

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