美国“大空头”，狂扫中概股！

中国证券报2023-02-20

2月15日，美股持仓文件披露完毕，资管巨头的动向水落石出。值得注意的是，2022年四季度，随着中国经济开始复苏，好莱坞电影《大空头》原型Michael Burry、高瓴、柏基投资等多家巨头出手加仓中概股，看好中国经济前景。此外，芯片股则出现“甩卖潮”。“大空头”点赞阿里、京东好莱坞电影《大空头》原型Michael Burry开始做多中概股。Michael Burry旗下投资机构Scion资管最新...

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Burry去年年末最大的投资动作之一。Scion资管2022年四季度买入较多的美股来源：Whalewisdom.comWind数据显示，2022年四季度，中概股迎来大幅反弹。拼多多股价上涨逾34%，阿里巴巴反弹超过10%。2022年11月至年末，京东股价则上涨超过50%。美国市场人士分析认为，Michael Burry作为一位嗅觉敏锐的价值投资者，在中国复苏的大背景下，或看到这两只中概股股票超卖后的确定性。全球资金追逐中概股“大空头”不是唯一一位对中概股表现出兴趣的投资人。2022年四季度，老牌投资机构柏基投资大手笔增持拼多多、蔚来。高毅资产管理国际前十大重仓股中，中概股占8席，新进买入阿里巴巴和网易。景林资产也大幅加仓拼多多、京东。此外，高瓴旗下HHLR Advisors也对包括阿里巴巴、京东、拼多多在内的11只中概股进行了加仓。在HHLR去年四季度末的全部美股持仓中，中概股合计持有市值占比接近70%。在科技投资方向上，HHLR对微软继续增持2.37万股，持仓数量环比增加15%。此外，全球著名国际矿业公司自由港麦克莫兰首次进入HHLR十大重仓股。资料显示，HHLR Advisors是高瓴旗下专注于二级市场投资的基金管理平台，由独立的二级市场投资团队负责管理和运营。巴菲特抛售台积电同期，巴菲特旗下投资机构伯克希尔·哈撒韦也披露了美股最新持仓。数据显示，巴菲特在2022年四季度大举减持台积电，卖出近5177万股，持股数量环比减少86%。值得注意的是，巴菲特在2022年三季度对台积电首次建仓，持股数量达6006万股。受此消息影响，台积电股票盘后跌超5%。值得一提的是，看衰芯片股的还有全球最大对冲基金桥水。桥水基金在去年四季度清仓了AMD、美光科技，英伟达三只美国芯片巨头，德州仪器等芯片产业链相关的多只个股也被抛售一空。此外，“股神”还大幅减持了金融板块。巴菲特对美国纽约银行梅隆公司、美国合众银行的持股数量环比减少59%、91%，还减持了20万股盟友金融公司。此外，减持此前的心头好雪佛龙、动视暴雪。增持方面，2022年四季度，巴菲特仅买入三股，分别是苹果、美国建材公司路易斯安那太平洋公司、好莱坞制片公司派拉蒙环球。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9957972155,"gmtCreate":1676960972577,"gmtModify":1676960975681,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","vip":1,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":2,"crmLevelSwitch":0},"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9957972155","repostId":2311894126,"repostType":4,"repost":{"id":"2311894126","pubTimestamp":1676851557,"share":"https://www.laohu8.com/m/news/2311894126?lang=&edition=full","pubTime":"2023-02-20 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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\">\n美国“大空头”，狂扫中概股！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-20 08:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/wm/2023-02-15/doc-imyftyew9167664.shtml><strong>中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月15日，美股持仓文件披露完毕，资管巨头的动向水落石出。值得注意的是，2022年四季度，随着中国经济开始复苏，好莱坞电影《大空头》原型Michael Burry、高瓴、柏基投资等多家巨头出手加仓中概股，看好中国经济前景。此外，芯片股则出现“甩卖潮”。“大空头”点赞阿里、京东好莱坞电影《大空头》原型Michael Burry开始做多中概股。Michael Burry旗下投资机构Scion资管最新...</p>\n\n<a href=\"https://finance.sina.com.cn/wm/2023-02-15/doc-imyftyew9167664.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/468fad6959bf869d187e8f577559a4ab","relate_stocks":{"BABA":"阿里巴巴","JD":"京东","TTTN":"老虎中美互联网巨头ETF","09988":"阿里巴巴-SW","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://finance.sina.com.cn/wm/2023-02-15/doc-imyftyew9167664.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2311894126","content_text":"2月15日，美股持仓文件披露完毕，资管巨头的动向水落石出。值得注意的是，2022年四季度，随着中国经济开始复苏，好莱坞电影《大空头》原型Michael Burry、高瓴、柏基投资等多家巨头出手加仓中概股，看好中国经济前景。此外，芯片股则出现“甩卖潮”。“大空头”点赞阿里、京东好莱坞电影《大空头》原型Michael Burry开始做多中概股。Michael Burry旗下投资机构Scion资管最新持股信息显示，2022年四季度，这位曾在2008年准确预测金融危机的“大空头”，买入5万股阿里巴巴，7.5万股京东。这两笔投资成为Michael Burry去年年末最大的投资动作之一。Scion资管2022年四季度买入较多的美股来源：Whalewisdom.comWind数据显示，2022年四季度，中概股迎来大幅反弹。拼多多股价上涨逾34%，阿里巴巴反弹超过10%。2022年11月至年末，京东股价则上涨超过50%。美国市场人士分析认为，Michael Burry作为一位嗅觉敏锐的价值投资者，在中国复苏的大背景下，或看到这两只中概股股票超卖后的确定性。全球资金追逐中概股“大空头”不是唯一一位对中概股表现出兴趣的投资人。2022年四季度，老牌投资机构柏基投资大手笔增持拼多多、蔚来。高毅资产管理国际前十大重仓股中，中概股占8席，新进买入阿里巴巴和网易。景林资产也大幅加仓拼多多、京东。此外，高瓴旗下HHLR Advisors也对包括阿里巴巴、京东、拼多多在内的11只中概股进行了加仓。在HHLR去年四季度末的全部美股持仓中，中概股合计持有市值占比接近70%。在科技投资方向上，HHLR对微软继续增持2.37万股，持仓数量环比增加15%。此外，全球著名国际矿业公司自由港麦克莫兰首次进入HHLR十大重仓股。资料显示，HHLR Advisors是高瓴旗下专注于二级市场投资的基金管理平台，由独立的二级市场投资团队负责管理和运营。巴菲特抛售台积电同期，巴菲特旗下投资机构伯克希尔·哈撒韦也披露了美股最新持仓。数据显示，巴菲特在2022年四季度大举减持台积电，卖出近5177万股，持股数量环比减少86%。值得注意的是，巴菲特在2022年三季度对台积电首次建仓，持股数量达6006万股。受此消息影响，台积电股票盘后跌超5%。值得一提的是，看衰芯片股的还有全球最大对冲基金桥水。桥水基金在去年四季度清仓了AMD、美光科技，英伟达三只美国芯片巨头，德州仪器等芯片产业链相关的多只个股也被抛售一空。此外，“股神”还大幅减持了金融板块。巴菲特对美国纽约银行梅隆公司、美国合众银行的持股数量环比减少59%、91%，还减持了20万股盟友金融公司。此外，减持此前的心头好雪佛龙、动视暴雪。增持方面，2022年四季度，巴菲特仅买入三股，分别是苹果、美国建材公司路易斯安那太平洋公司、好莱坞制片公司派拉蒙环球。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":105843055,"gmtCreate":1676960979081,"gmtModify":1676960982584,"authorId":3567334721242358,"author":{"id":3567334721242358,"authorId":3567334721242358,"name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9957972155,"type":1,"supId":0,"prevId":0,"content":"<span class=\"s1\">K</span>","text":"<span 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