Singapore Li personal page - To The Moon

Singapore Li

Singapore Li

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02-14

$FL二南方恆指(07200)$

2023-04-14

🐰🌷 Hop into the Easter spirit and join our "Tiger's Egg Hunting" game! 🎉

2023-04-13

🐰🌷 Hop into the Easter spirit and join our "Tiger's Egg Hunting" game! 🎉

2023-04-12

🐰🌷 Hop into the Easter spirit and join our "Tiger's Egg Hunting" game! 🎉

2023-04-11

🐰🌷 Hop into the Easter spirit and join our "Tiger's Egg Hunting" game! 🎉

2023-04-10

🐰🌷 Hop into the Easter spirit and join our "Tiger's Egg Hunting" game! 🎉

2023-04-10

🐰🌷 Hop into the Easter spirit and join our "Tiger's Egg Hunting" game! 🎉

2023-04-08

A good marriage of food and wine ideally provides more pleasure than enjoying either one separately. As each of us have different sensitivities to various flavours and preferences, the definition of 'perfect pairing' varies, and this makes up the fun part of food and wine pairing.

2023-04-07

Okokokokokokokokokokokok

2023-04-06

🐰🌷 Hop into the Easter spirit and join our "Tiger's Egg Hunting" game! 🎉

@TigerEvents:【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher

2023-04-06

Good good good good good

2023-02-23

Fear is going to last For long

2023-02-02

I

@全球财说:仰仗中石油優勢，崑崙信託業績仍“敗走麥城”現虧損

2022-12-12

$恒生指數(HSI)$ 21000

2022-12-11

$恒生指數(HSI)$ 21000

2022-12-09

$恒生指數(HSI)$ 21000

2022-12-08

$恒生指數(HSI)$ 21,000

2022-12-07

$恒生指數(HSI)$ 20,000

2022-12-05

$恒生指數(HSI)$ I think someone ownme a meal😏

2022-12-03

$標普500(.SPX)$ 4200

Go to Tiger App to see more news

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last For long&nbsp;","listText":"Fear is going to last For long&nbsp;","text":"Fear is going to last For long","images":[{"img":"https://community-static.tradeup.com/news/ece6454dc339e00093d79cd73a658616","width":"1125","height":"2436"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957173998","isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9955805369,"gmtCreate":1675309616551,"gmtModify":1676538991893,"author":{"id":"4099530408830180","authorId":"4099530408830180","name":"Singapore Li","avatar":"https://static.itradeup.com/news/01aa967b85c27d1c697493c03c778342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099530408830180","authorIdStr":"4099530408830180"},"themes":[],"htmlText":"I","listText":"I","text":"I","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955805369","repostId":"622120885","repostType":1,"repost":{"id":622120885,"gmtCreate":1675308545649,"gmtModify":1676538991777,"author":{"id":"4114323309352190","authorId":"4114323309352190","name":"全球财说","avatar":"https://static.tigerbbs.com/fbb92c918dd60d4ad4d39017f26f9f96","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4114323309352190","authorIdStr":"4114323309352190"},"themes":[],"title":"仰仗中石油優勢，崑崙信託業績仍“敗走麥城”現虧損","htmlText":"作者：王莉出品：全球財說儘管背靠石化巨頭中石油，崑崙信託去年過得異常艱難。去年上半年崑崙信託營業收入和利潤均近乎腰斬，但至少還有利潤，而到了年底，該公司已徹底虧損。1月，隨着中油資本的業績預告，崑崙信託2022年未經審計的財報也被預披露，崑崙信託全年實現營收4.23億元，同比下降70.25%；淨利潤虧損4.04億元，同比下降217.78%。《全球財說》發現，實際上崑崙信託業績下滑趨勢不只是從去年開始，2021年該公司業績已經開始大幅下滑。經營現虧損這家以“建設與中國石油行業地位相匹配的一流財富管理機構”爲經營目標的信託公司，顯然距離目標還有些遙不可及。崑崙信託前身是中國工商銀行寧波市信託投資公司，成立於1986年11月，1994年改組爲有限責任公司。1997年6月，公司與工商銀行脫鉤，更名爲寧波市金港信託投資有限責任公司。2002年5月，公司增資擴股，獲准重新登記。2005年5月，天津經濟技術開發區國有資產經營公司收購部分原股東股權後成爲控股股東。2008年10月，公司換髮金融許可證，變更經營範圍，公司名稱變更爲“金港信託有限責任公司”。2009年5月，公司增資擴股，中油資產管理有限公司成爲控股股東，公司名稱變更爲“崑崙信託有限責任公司”，註冊資本爲人民幣30億元。2016年9月，公司再次增資擴股，獲准重新登記，註冊資本102億元。國人都知道，中國石油是國內石化行業兩大巨頭之一，崑崙信託想做信託業的“中石油”的話，還有很長的路要走。至少在經營業績上該公司還需要大力改善，近兩年來該信託公司業績表現不佳。如前文所述，崑崙信託2022年虧損基本已是定局，但也不算很意外，畢竟2021年經營業績就已開始大幅下滑。2021年崑崙信託利潤總額4.4億元，同比減少12.2億元，同比大幅下降73.4%；淨利潤3.43萬元，同比減少9.19億元，同比下降72.82%。營業總收入方面，不僅202","listText":"作者：王莉出品：全球財說儘管背靠石化巨頭中石油，崑崙信託去年過得異常艱難。去年上半年崑崙信託營業收入和利潤均近乎腰斬，但至少還有利潤，而到了年底，該公司已徹底虧損。1月，隨着中油資本的業績預告，崑崙信託2022年未經審計的財報也被預披露，崑崙信託全年實現營收4.23億元，同比下降70.25%；淨利潤虧損4.04億元，同比下降217.78%。《全球財說》發現，實際上崑崙信託業績下滑趨勢不只是從去年開始，2021年該公司業績已經開始大幅下滑。經營現虧損這家以“建設與中國石油行業地位相匹配的一流財富管理機構”爲經營目標的信託公司，顯然距離目標還有些遙不可及。崑崙信託前身是中國工商銀行寧波市信託投資公司，成立於1986年11月，1994年改組爲有限責任公司。1997年6月，公司與工商銀行脫鉤，更名爲寧波市金港信託投資有限責任公司。2002年5月，公司增資擴股，獲准重新登記。2005年5月，天津經濟技術開發區國有資產經營公司收購部分原股東股權後成爲控股股東。2008年10月，公司換髮金融許可證，變更經營範圍，公司名稱變更爲“金港信託有限責任公司”。2009年5月，公司增資擴股，中油資產管理有限公司成爲控股股東，公司名稱變更爲“崑崙信託有限責任公司”，註冊資本爲人民幣30億元。2016年9月，公司再次增資擴股，獲准重新登記，註冊資本102億元。國人都知道，中國石油是國內石化行業兩大巨頭之一，崑崙信託想做信託業的“中石油”的話，還有很長的路要走。至少在經營業績上該公司還需要大力改善，近兩年來該信託公司業績表現不佳。如前文所述，崑崙信託2022年虧損基本已是定局，但也不算很意外，畢竟2021年經營業績就已開始大幅下滑。2021年崑崙信託利潤總額4.4億元，同比減少12.2億元，同比大幅下降73.4%；淨利潤3.43萬元，同比減少9.19億元，同比下降72.82%。營業總收入方面，不僅202","text":"作者：王莉出品：全球財說儘管背靠石化巨頭中石油，崑崙信託去年過得異常艱難。去年上半年崑崙信託營業收入和利潤均近乎腰斬，但至少還有利潤，而到了年底，該公司已徹底虧損。1月，隨着中油資本的業績預告，崑崙信託2022年未經審計的財報也被預披露，崑崙信託全年實現營收4.23億元，同比下降70.25%；淨利潤虧損4.04億元，同比下降217.78%。《全球財說》發現，實際上崑崙信託業績下滑趨勢不只是從去年開始，2021年該公司業績已經開始大幅下滑。經營現虧損這家以“建設與中國石油行業地位相匹配的一流財富管理機構”爲經營目標的信託公司，顯然距離目標還有些遙不可及。崑崙信託前身是中國工商銀行寧波市信託投資公司，成立於1986年11月，1994年改組爲有限責任公司。1997年6月，公司與工商銀行脫鉤，更名爲寧波市金港信託投資有限責任公司。2002年5月，公司增資擴股，獲准重新登記。2005年5月，天津經濟技術開發區國有資產經營公司收購部分原股東股權後成爲控股股東。2008年10月，公司換髮金融許可證，變更經營範圍，公司名稱變更爲“金港信託有限責任公司”。2009年5月，公司增資擴股，中油資產管理有限公司成爲控股股東，公司名稱變更爲“崑崙信託有限責任公司”，註冊資本爲人民幣30億元。2016年9月，公司再次增資擴股，獲准重新登記，註冊資本102億元。國人都知道，中國石油是國內石化行業兩大巨頭之一，崑崙信託想做信託業的“中石油”的話，還有很長的路要走。至少在經營業績上該公司還需要大力改善，近兩年來該信託公司業績表現不佳。如前文所述，崑崙信託2022年虧損基本已是定局，但也不算很意外，畢竟2021年經營業績就已開始大幅下滑。2021年崑崙信託利潤總額4.4億元，同比減少12.2億元，同比大幅下降73.4%；淨利潤3.43萬元，同比減少9.19億元，同比下降72.82%。營業總收入方面，不僅202","images":[{"img":"https://static.tigerbbs.com/2307c81689f70c4a95f5dfe0fa3acff5","width":"1920","height":"817"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/622120885","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923883161,"gmtCreate":1670823580154,"gmtModify":1676538441137,"author":{"id":"4099530408830180","authorId":"4099530408830180","name":"Singapore 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21000","images":[{"img":"https://community-static.tradeup.com/news/a29ca4e3015cd3ddedcdf2db09b1245f","width":"1125","height":"1815"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923883161","isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9923086922,"gmtCreate":1670755292967,"gmtModify":1676538428504,"author":{"id":"4099530408830180","authorId":"4099530408830180","name":"Singapore Li","avatar":"https://static.itradeup.com/news/01aa967b85c27d1c697493c03c778342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099530408830180","authorIdStr":"4099530408830180"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/HSI\">$恒生指數(HSI)$&nbsp;</a><v-v data-views=\"1\"></v-v>21000","listText":"<a href=\"https://ttm.financial/S/HSI\">$恒生指數(HSI)$&nbsp;</a><v-v data-views=\"1\"></v-v>21000","text":"$恒生指數(HSI)$ 21000","images":[{"img":"https://community-static.tradeup.com/news/cad11748c17cfaa209d68b1429e8576c","width":"1125","height":"1815"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923086922","isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9929035810,"gmtCreate":1670559349431,"gmtModify":1676538394048,"author":{"id":"4099530408830180","authorId":"4099530408830180","name":"Singapore Li","avatar":"https://static.itradeup.com/news/01aa967b85c27d1c697493c03c778342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099530408830180","authorIdStr":"4099530408830180"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/HSI\">$恒生指數(HSI)$&nbsp;</a><v-v data-views=\"1\"></v-v>21000","listText":"<a href=\"https://ttm.financial/S/HSI\">$恒生指數(HSI)$&nbsp;</a><v-v data-views=\"1\"></v-v>21000","text":"$恒生指數(HSI)$ 21000","images":[{"img":"https://community-static.tradeup.com/news/516a689fb0cf1a7f022a490bd877f385","width":"1125","height":"1815"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929035810","isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9920694129,"gmtCreate":1670473574162,"gmtModify":1676538376153,"author":{"id":"4099530408830180","authorId":"4099530408830180","name":"Singapore Li","avatar":"https://static.itradeup.com/news/01aa967b85c27d1c697493c03c778342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099530408830180","authorIdStr":"4099530408830180"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/HSI\">$恒生指數(HSI)$&nbsp;</a><v-v 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href=\"https://ttm.financial/S/HSI\">$恒生指數(HSI)$&nbsp;</a><v-v data-views=\"1\"></v-v>20,000","listText":"<a href=\"https://ttm.financial/S/HSI\">$恒生指數(HSI)$&nbsp;</a><v-v data-views=\"1\"></v-v>20,000","text":"$恒生指數(HSI)$ 20,000","images":[{"img":"https://community-static.tradeup.com/news/2d03a8b5c8b5d085feccac1358698933","width":"1125","height":"1815"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920065825","isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9967050453,"gmtCreate":1670235832572,"gmtModify":1676538326220,"author":{"id":"4099530408830180","authorId":"4099530408830180","name":"Singapore 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meal😏","images":[{"img":"https://community-static.tradeup.com/news/5fbd2c9898ece41a92211acb23570422","width":"1125","height":"1815"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967050453","isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9965781511,"gmtCreate":1670025288734,"gmtModify":1676538289771,"author":{"id":"4099530408830180","authorId":"4099530408830180","name":"Singapore Li","avatar":"https://static.itradeup.com/news/01aa967b85c27d1c697493c03c778342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099530408830180","authorIdStr":"4099530408830180"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$標普500(.SPX)$&nbsp;</a><v-v data-views=\"1\"></v-v>4200","listText":"<a href=\"https://ttm.financial/S/.SPX\">$標普500(.SPX)$&nbsp;</a><v-v 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Li","avatar":"https://static.itradeup.com/news/01aa967b85c27d1c697493c03c778342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099530408830180","authorIdStr":"4099530408830180"},"themes":[],"htmlText":"7226","listText":"7226","text":"7226","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029378056","repostId":"2236252730","repostType":4,"repost":{"id":"2236252730","kind":"highlight","pubTimestamp":1652741666,"share":"https://ttm.financial/m/news/2236252730?lang=&edition=fundamental","pubTime":"2022-05-17 06:54","market":"hk","language":"zh","title":"高瓴HLLR Q1持仓：加码部分重仓中概，唯品会翻倍增持","url":"https://stock-news.laohu8.com/highlight/detail?id=2236252730","media":"华尔街见闻","summary":"更新中","content":"<html><head></head><body><blockquote>摘要：一季度高瓴的唯品会持仓增长147%、晋升十大重仓股，京东持仓增76%、由第六位升至第二位重仓股，去年四季度首次跻身高瓴十大美股重仓股的理想汽车排名跌出前十，蔚来和小鹏汽车以及去年四季度大幅减持的拼多多被清仓。</blockquote><p>今年一季度，美股三大指数均创疫情爆发两年来最大季度跌幅，标普累跌近5%，道指和纳指分别跌超4%和9%。而高瓴资本当季延续在科技业的投资重点，对部分重仓中概股进一步加码。</p><p>美东时间16日周一，高瓴资本旗下专攻二级投资的基金管理机构HHLR Advisors公布递交美国证监会的13F文件，显示其一季度增持了四只中概股，分别是<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>找房和盛美半导体（ACM）。</p><p>其中，唯品会增持将近1319万股、增幅147%，持仓市值将近2亿美元、跻身HHLR的十大重仓股行列，京东持仓增加近367万股、增幅76%，持仓市值4.88亿美元，由此成为高瓴HHLR的第二大美股重仓股；增持贝壳逾17万股、增幅3%，持仓市值逾6410万美元</p><p>一季度HHLR新进了<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>、<a href=\"https://laohu8.com/S/YMM\">满帮</a>、大全新能源（DQ）等四只中概股，分别新进逾3683万股、959万股、13万股和10万股。</p><p>资料显示，滴滴、满帮和贝壳均为高瓴在一级市场投资企业，此次进入持股名单，应是一级市场投资上市后的普通股转成二级市场可流通的ADS。</p><p>同时，一季度HHLR减持、清仓了25只股票，其中也有中概股的身影，比如分别清仓所持蔚来汽车（NIO）和<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>的35万股和66.65万股，去年四季度大幅减持92%至21.3万股的<a href=\"https://laohu8.com/S/PDD\">拼多多</a>彻底清仓。</p><p>去年四季度首次跻身高瓴HHLR美股十大重仓股行列的<a href=\"https://laohu8.com/S/LI\">理想汽车</a>一季度持仓减少50%，减持了251余万股；<a href=\"https://laohu8.com/S/ZTO\">中通快递</a>持仓减少逾5.6万股、减幅22%。</p><p>截至一季度末，HHLR的十大重仓股分别是：<a href=\"https://laohu8.com/S/BGNE\">百济神州</a>、京东（JD）、“美版美团”DoorDash（DASH）、云软件巨头赛富时（<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>、代码CRM）、<a href=\"https://laohu8.com/S/LEGN\">传奇生物</a>、瑞士运动鞋品牌On 昂跑的母公司On Holding（ONON）、唯品会（VIPS）、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、<a href=\"https://laohu8.com/S/00700\">腾讯</a>为大股东的“东南亚小腾讯”<a href=\"https://laohu8.com/S/SE\">Sea Ltd</a>和<a href=\"https://laohu8.com/S/MDLZ\">亿滋</a>国际。其中有五只是中概股，除唯品会外均在去年四季度已排在前十位。</p><p>相比去年四季度，一季度持仓未变动的<a href=\"https://laohu8.com/S/688235\">百济神州</a>保持第一位，京东由第六位升至第二位，一季度增持258.5万股、增幅199%的DoorDash由第八位升至第三位，一季度被减持487万股、降幅41%的传奇生物由第三位降至第五位，一季度被减持667万股、降幅41%的On Holding由第二位降至第六位，爱奇艺由第九位升至第八位，一季度被增持21.55万股、增幅17%的Sea由第七位降至第九位，赛富时排位保持不变，四季度分别位居第五和第十位的<a href=\"https://laohu8.com/S/IMAB\">天境生物</a>和理想汽车跌出前十，分别降至第12和第15位。</p></body></html>","source":"wallstreetcn_api","collect":0,"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>高瓴HLLR Q1持仓：加码部分重仓中概，唯品会翻倍增持</title>\n<style 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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高瓴HLLR Q1持仓：加码部分重仓中概，唯品会翻倍增持\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-17 06:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3659517><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：一季度高瓴的唯品会持仓增长147%、晋升十大重仓股，京东持仓增76%、由第六位升至第二位重仓股，去年四季度首次跻身高瓴十大美股重仓股的理想汽车排名跌出前十，蔚来和小鹏汽车以及去年四季度大幅减持的拼多多被清仓。今年一季度，美股三大指数均创疫情爆发两年来最大季度跌幅，标普累跌近5%，道指和纳指分别跌超4%和9%。而高瓴资本当季延续在科技业的投资重点，对部分重仓中概股进一步加码。美东时间16日周一...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3659517\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/890dd2dfb205aa8aa1d140672304b3c8","relate_stocks":{"BK1588":"回港中概股","BK4524":"宅经济概念","BK4509":"腾讯概念","BK4579":"人工智能","BK1119":"汽车制造商","BK4526":"热门中概股","BK1587":"次新股","BK4552":"Archegos爆仓风波概念","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4505":"高瓴资本持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4504":"桥水持仓","JD":"京东","VIPS":"唯品会","BK4099":"汽车制造商","09618":"京东集团-SW","BK4563":"昨日强势股","BK1591":"就地过年概念","BK1142":"互联网与直销零售","BK4548":"巴美列捷福持仓","BK1502":"双十一","BK1575":"同股不同权","BK4531":"中概回港概念","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","02015":"理想汽车-W","LI":"理想汽车","BK4555":"新能源车","BK1539":"汽车股","BK4558":"双十一"},"source_url":"https://wallstreetcn.com/articles/3659517","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236252730","content_text":"摘要：一季度高瓴的唯品会持仓增长147%、晋升十大重仓股，京东持仓增76%、由第六位升至第二位重仓股，去年四季度首次跻身高瓴十大美股重仓股的理想汽车排名跌出前十，蔚来和小鹏汽车以及去年四季度大幅减持的拼多多被清仓。今年一季度，美股三大指数均创疫情爆发两年来最大季度跌幅，标普累跌近5%，道指和纳指分别跌超4%和9%。而高瓴资本当季延续在科技业的投资重点，对部分重仓中概股进一步加码。美东时间16日周一，高瓴资本旗下专攻二级投资的基金管理机构HHLR Advisors公布递交美国证监会的13F文件，显示其一季度增持了四只中概股，分别是唯品会、京东、贝壳找房和盛美半导体（ACM）。其中，唯品会增持将近1319万股、增幅147%，持仓市值将近2亿美元、跻身HHLR的十大重仓股行列，京东持仓增加近367万股、增幅76%，持仓市值4.88亿美元，由此成为高瓴HHLR的第二大美股重仓股；增持贝壳逾17万股、增幅3%，持仓市值逾6410万美元一季度HHLR新进了滴滴、满帮、大全新能源（DQ）等四只中概股，分别新进逾3683万股、959万股、13万股和10万股。资料显示，滴滴、满帮和贝壳均为高瓴在一级市场投资企业，此次进入持股名单，应是一级市场投资上市后的普通股转成二级市场可流通的ADS。同时，一季度HHLR减持、清仓了25只股票，其中也有中概股的身影，比如分别清仓所持蔚来汽车（NIO）和小鹏汽车的35万股和66.65万股，去年四季度大幅减持92%至21.3万股的拼多多彻底清仓。去年四季度首次跻身高瓴HHLR美股十大重仓股行列的理想汽车一季度持仓减少50%，减持了251余万股；中通快递持仓减少逾5.6万股、减幅22%。截至一季度末，HHLR的十大重仓股分别是：百济神州、京东（JD）、“美版美团”DoorDash（DASH）、云软件巨头赛富时（Salesforce、代码CRM）、传奇生物、瑞士运动鞋品牌On 昂跑的母公司On Holding（ONON）、唯品会（VIPS）、爱奇艺、腾讯为大股东的“东南亚小腾讯”Sea Ltd和亿滋国际。其中有五只是中概股，除唯品会外均在去年四季度已排在前十位。相比去年四季度，一季度持仓未变动的百济神州保持第一位，京东由第六位升至第二位，一季度增持258.5万股、增幅199%的DoorDash由第八位升至第三位，一季度被减持487万股、降幅41%的传奇生物由第三位降至第五位，一季度被减持667万股、降幅41%的On 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