MinM
2021-08-15

$VIAC 20210820 39.0 PUT(VIAC)$Sigh

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Comments

  • FFIE
    2021-08-17
    FFIE
    值得注意的是,索罗斯基金在二季度清仓了上个季度新增的中概股,也就是Bill Hwang的对冲基金Archegos爆仓时相关的个股。

    主要为四只相关个股——当时价值1.94亿美元的ViacomCBS(VIAC)、价值7700万美元的百度(BIDU)、价值4600万美元的唯品会(VIPS)和价值近3400万美元的腾讯音乐(TME)。

    • FFIE
      而以上个股并没有较好的表现,显然仍然深入泥潭,金融大鳄也在试水后,快速离开。

      除了VIAC股价变化不大,在截至今年6月的三个月里,唯品会下跌33%,腾讯音乐下跌约24%,Discovery下跌约21%,百度下跌6.3%。

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