Hm permit personal page - To The Moon

Hm permit

Hm permit

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2022-10-28

$恒生指數(HSI)$20,000

2022-04-10

$美國航空(AAL)$20

2022-08-21

$阿里巴巴-SW(09988)$$150

2022-04-08

$美國航空(AAL)$$20

2022-07-16

$1.5倍做多波動率指數短期期貨ETF-ProShares(UVXY)$$15

2022-07-04

$XL二南方恆科(07226)$$3

2022-06-20

$阿里巴巴-SW(09988)$$150

2022-06-04

$長城汽車(02333)$$20

2022-05-24

$XL二南方恆科(07226)$$2

2022-05-17

7226

Hillhouse HLLR Q1 positions: overweight some heavy positions, Vipshop will double its holdings

2022-05-04

$1.5倍做多波動率指數短期期貨ETF-ProShares(UVXY)$$20

2022-04-06

$美國航空(AAL)$Strong hold

2022-04-04

$美國航空(AAL)$TGT$20

2022-04-04

$中國儒意(00136)$TGT$3

2022-04-02

$美國航空(AAL)$$20

2022-10-12

$恒生指數(HSI)$20000

2022-09-23

$恒生指數(HSI)$Cheap

2022-08-12

$1.5倍做多波動率指數短期期貨ETF-ProShares(UVXY)$$15

2022-08-09

$阿里巴巴-SW(09988)$$150

2022-08-05

$1.5倍做多波動率指數短期期貨ETF-ProShares(UVXY)$$15

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Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","listText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. 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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":1310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9955805369,"gmtCreate":1675309616551,"gmtModify":1676538991893,"author":{"id":"4099530408830180","authorId":"4099530408830180","name":"Hm permit","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":847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923883161,"gmtCreate":1670823580154,"gmtModify":1676538441137,"author":{"id":"4099530408830180","authorId":"4099530408830180","name":"Hm 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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":889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9923086922,"gmtCreate":1670755292967,"gmtModify":1676538428504,"author":{"id":"4099530408830180","authorId":"4099530408830180","name":"Hm permit","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":1393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9929035810,"gmtCreate":1670559349431,"gmtModify":1676538394048,"author":{"id":"4099530408830180","authorId":"4099530408830180","name":"Hm permit","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 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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":936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9965781511,"gmtCreate":1670025288734,"gmtModify":1676538289771,"author":{"id":"4099530408830180","authorId":"4099530408830180","name":"Hm permit","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 data-views=\"1\"></v-v>4200","text":"$標普500(.SPX)$ 4200","images":[{"img":"https://community-static.tradeup.com/news/650f17105670011deac13d1ee7c890ed","width":"1125","height":"1707"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965781511","isVote":1,"tweetType":1,"viewCount":1122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9986612847,"gmtCreate":1666939951289,"gmtModify":1676537835626,"author":{"id":"4099530408830180","authorId":"4099530408830180","name":"Hm permit","avatar":"https://static.itradeup.com/news/01aa967b85c27d1c697493c03c778342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099530408830180","idStr":"4099530408830180"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/HSI\">$恒生指數(HSI)$</a><v-v data-views=\"1\"></v-v>20,000","listText":"<a 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Let's go!!!! Aim for $15!!!!","text":"Yeah!!!! Let's go!!!! Aim for $15!!!!","html":"Yeah!!!! Let's go!!!! 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permit","avatar":"https://static.itradeup.com/news/01aa967b85c27d1c697493c03c778342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099530408830180","idStr":"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=en_US&edition=fundamental","pubTime":"2022-05-17 06:54","market":"sh","language":"zh","title":"Hillhouse HLLR Q1 positions: overweight some heavy positions, Vipshop will double its holdings","url":"https://stock-news.laohu8.com/highlight/detail?id=2236252730","media":"华尔街见闻","summary":"更新中","content":"<p><html><head></head><body>Abstract: In the first quarter, Hillhouse's Vipshop holdings increased by 147% and were promoted to the top ten heavyweight stocks. JD.com's holdings increased by 76%, rising from sixth to second heavyweight stocks. In the fourth quarter of last year, it ranked among Hillhouse's top ten U.S. stocks for the first time. Li Auto fell out of the top ten, and Nio and XPeng Motors, as well as Pinduoduo, which significantly reduced their holdings in the fourth quarter of last year, were liquidated. In the first quarter of this year, the three major U.S. stock indexes all experienced their largest quarterly declines in the two years since the outbreak of the epidemic. The S&P fell nearly 5%, and the Dow and Nasdaq fell more than 4% and 9% respectively. Hillhouse Capital continued its investment focus in the technology industry in the quarter, and further increased its weight on some heavily held Chinese concept stocks.</p><p>On Monday, the 16th Eastern Time, HHLR Advisors, a fund management institution specializing in secondary investment under Hillhouse Capital, announced the 13F document submitted to the US Securities and Exchange Commission, showing that it increased its holdings of four Chinese concept stocks in the first quarter, namely<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/BEKE\">Shells</a>Looking for House and Shengmei Semiconductor (ACM).</p><p>Among them, Vipshop increased its holdings by nearly 13.19 million shares, an increase of 147%, with a market value of nearly US $200 million, ranking among the top ten Awkwardness stocks in HHLR. JD.com's holdings increased by nearly 3.67 million shares, an increase of 76%, with a market value of US $488 million, thus becoming Hillhouse HHLR's second largest U.S. stock holding; Increased holdings of more than 170,000 shares of Keike, an increase of 3%, and the market value of the position exceeded US $64.1 million</p><p>HHLR new entry in the first quarter<a href=\"https://laohu8.com/S/DIDI\">Didi</a>、<a href=\"https://laohu8.com/S/YMM\">Manbang</a>, Daqo New Energy (DQ) and other four Chinese concept stocks, with more than 36.83 million shares, 9.59 million shares, 130,000 shares and 100,000 shares respectively.</p><p>According to the data, Didi, Manbang and Keike are all enterprises invested by Hillhouse in the primary market. This time, they entered the shareholding list, and the common shares after the investment and listing in the primary market should be converted into ADSs that can be traded in the secondary market.</p><p>At the same time, HHLR reduced its holdings and cleared 25 stocks in the first quarter, including Chinese concept stocks, such as NIO Automobile (NIO) and<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>350,000 shares and 666,500 shares, significantly reduced its holdings by 92% in the fourth quarter of last year to 213,000 shares<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Complete clearance.</p><p>In the fourth quarter of last year, it ranked among the top ten holdings of Hillhouse HHLR in the US stock market for the first time<a href=\"https://laohu8.com/S/LI\">Li Auto</a>In the first quarter, the position decreased by 50%, and the holdings were reduced by more than 2.51 million shares;<a href=\"https://laohu8.com/S/ZTO\">ZTO Express</a>Positions decreased by more than 56,000 shares, a decrease of 22%.</p><p>As of the end of the first quarter, HHLR's top ten holdings were:<a href=\"https://laohu8.com/S/BGNE\">BeiGene</a>, JD.com (JD), \"US version of Meituan\" DoorDash (DASH), cloud software giant SAIFTSE (<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>, code CRM),<a href=\"https://laohu8.com/S/LEGN\">Legendary creature</a>, On Holding (ONON), the parent company of the Swiss sports shoe brand On, Vipshop (VIPS),<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>、<a href=\"https://laohu8.com/S/00700\">Tencent</a>\"Southeast Asia Little Tencent\" as the major shareholder<a href=\"https://laohu8.com/S/SE\">Sea Ltd</a>And<a href=\"https://laohu8.com/S/MDLZ\">Mondelez</a>International. Five of them are Chinese concept stocks, all of which were ranked in the top ten in the fourth quarter of last year except Vipshop.</p><p>Compared with the fourth quarter of last year, the positions in the first quarter remained unchanged<a href=\"https://laohu8.com/S/688235\">BeiGene</a>Maintaining the first place, JD.com rose from sixth to second. In the first quarter, DoorDash, which increased its holdings by 2.585 million shares, an increase of 199%, rose from eighth to third. In the first quarter, it was reduced by 4.87 million shares, a decrease of 41%. On Holding, which was reduced by 6.67 million shares in the first quarter, dropped from second to sixth, iQiyi rose from ninth to eighth, and Sea, which was increased by 215,500 shares in the first quarter, dropped from seventh to ninth<a href=\"https://laohu8.com/S/IMAB\">Heavenly creatures</a>And Li Auto fell out of the top ten, falling to 12th and 15th places respectively.</p><p></body></html></p>","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>Hillhouse HLLR Q1 positions: overweight some heavy positions, Vipshop will double its holdings</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nHillhouse HLLR Q1 positions: overweight some heavy positions, Vipshop will double its holdings\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-05-17 06:54</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: In the first quarter, Hillhouse's Vipshop holdings increased by 147% and were promoted to the top ten heavyweight stocks. JD.com's holdings increased by 76%, rising from sixth to second heavyweight stocks. In the fourth quarter of last year, it ranked among Hillhouse's top ten U.S. stocks for the first time. Li Auto fell out of the top ten, and Nio and XPeng Motors, as well as Pinduoduo, which significantly reduced their holdings in the fourth quarter of last year, were liquidated. In the first quarter of this year, the three major U.S. stock indexes all experienced their largest quarterly declines in the two years since the outbreak of the epidemic. The S&P fell nearly 5%, and the Dow and Nasdaq fell more than 4% and 9% respectively. Hillhouse Capital continued its investment focus in the technology industry in the quarter, and further increased its weight on some heavily held Chinese concept stocks.</p><p>On Monday, the 16th Eastern Time, HHLR Advisors, a fund management institution specializing in secondary investment under Hillhouse Capital, announced the 13F document submitted to the US Securities and Exchange Commission, showing that it increased its holdings of four Chinese concept stocks in the first quarter, namely<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/BEKE\">Shells</a>Looking for House and Shengmei Semiconductor (ACM).</p><p>Among them, Vipshop increased its holdings by nearly 13.19 million shares, an increase of 147%, with a market value of nearly US $200 million, ranking among the top ten Awkwardness stocks in HHLR. JD.com's holdings increased by nearly 3.67 million shares, an increase of 76%, with a market value of US $488 million, thus becoming Hillhouse HHLR's second largest U.S. stock holding; Increased holdings of more than 170,000 shares of Keike, an increase of 3%, and the market value of the position exceeded US $64.1 million</p><p>HHLR new entry in the first quarter<a href=\"https://laohu8.com/S/DIDI\">Didi</a>、<a href=\"https://laohu8.com/S/YMM\">Manbang</a>, Daqo New Energy (DQ) and other four Chinese concept stocks, with more than 36.83 million shares, 9.59 million shares, 130,000 shares and 100,000 shares respectively.</p><p>According to the data, Didi, Manbang and Keike are all enterprises invested by Hillhouse in the primary market. This time, they entered the shareholding list, and the common shares after the investment and listing in the primary market should be converted into ADSs that can be traded in the secondary market.</p><p>At the same time, HHLR reduced its holdings and cleared 25 stocks in the first quarter, including Chinese concept stocks, such as NIO Automobile (NIO) and<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>350,000 shares and 666,500 shares, significantly reduced its holdings by 92% in the fourth quarter of last year to 213,000 shares<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Complete clearance.</p><p>In the fourth quarter of last year, it ranked among the top ten holdings of Hillhouse HHLR in the US stock market for the first time<a href=\"https://laohu8.com/S/LI\">Li Auto</a>In the first quarter, the position decreased by 50%, and the holdings were reduced by more than 2.51 million shares;<a href=\"https://laohu8.com/S/ZTO\">ZTO Express</a>Positions decreased by more than 56,000 shares, a decrease of 22%.</p><p>As of the end of the first quarter, HHLR's top ten holdings were:<a href=\"https://laohu8.com/S/BGNE\">BeiGene</a>, JD.com (JD), \"US version of Meituan\" DoorDash (DASH), cloud software giant SAIFTSE (<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>, code CRM),<a href=\"https://laohu8.com/S/LEGN\">Legendary creature</a>, On Holding (ONON), the parent company of the Swiss sports shoe brand On, Vipshop (VIPS),<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>、<a href=\"https://laohu8.com/S/00700\">Tencent</a>\"Southeast Asia Little Tencent\" as the major shareholder<a href=\"https://laohu8.com/S/SE\">Sea Ltd</a>And<a href=\"https://laohu8.com/S/MDLZ\">Mondelez</a>International. Five of them are Chinese concept stocks, all of which were ranked in the top ten in the fourth quarter of last year except Vipshop.</p><p>Compared with the fourth quarter of last year, the positions in the first quarter remained unchanged<a href=\"https://laohu8.com/S/688235\">BeiGene</a>Maintaining the first place, JD.com rose from sixth to second. In the first quarter, DoorDash, which increased its holdings by 2.585 million shares, an increase of 199%, rose from eighth to third. In the first quarter, it was reduced by 4.87 million shares, a decrease of 41%. On Holding, which was reduced by 6.67 million shares in the first quarter, dropped from second to sixth, iQiyi rose from ninth to eighth, and Sea, which was increased by 215,500 shares in the first quarter, dropped from seventh to ninth<a href=\"https://laohu8.com/S/IMAB\">Heavenly creatures</a>And Li Auto fell out of the top ten, falling to 12th and 15th places respectively.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3659517\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/890dd2dfb205aa8aa1d140672304b3c8","relate_stocks":{"02015":"理想汽车-W","BK4504":"桥水持仓","BK4579":"人工智能","BK1119":"汽车制造商","BK1142":"互联网与直销零售","BK4548":"巴美列捷福持仓","BK1502":"双十一","BK4552":"Archegos爆仓风波概念","VIPS":"唯品会","BK4551":"寇图资本持仓","BK4509":"腾讯概念","BK1588":"回港中概股","BK4524":"宅经济概念","JD":"京东","BK1575":"同股不同权","BK4531":"中概回港概念","EVS.SI":"MSCI China Electric Vehicles and Future Mobility 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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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