抄底中概股！芒格看上阿里，“女版巴菲特”加仓百度

上海证券报2021-04-07

巴菲特老搭档查理·芒格建仓买入阿里巴巴、“女版巴菲特” 凯瑟琳·伍德加仓百度、京东……趁着中概股异常下跌，华尔街大佬们正忙着抄底中概股。 “女版巴菲特”持续加仓百度被称为“女版巴菲特”的凯瑟琳·伍德一直保持着对中概股的高度关注。近期，在部分中概股股价大幅下降之际，凯瑟琳·伍德却在悄悄加仓。与巴菲特不同，凯瑟琳·伍德专注于前沿科技领域。目前，凯瑟琳·伍德一手掌管的ARK产品中有五个主动基金：...

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Comment（20）

CeciliaGuan
·2021-04-09
兩位大佬加倉，那是因爲他們不在中國吧
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anna72
·2021-04-08
幸好賣掉了，賺了一點
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sgczhao
·2021-04-08
??
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阿麦小乔
·2021-04-08
跌跌不休
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1
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云里梦里飞
·2021-04-08
他們沒嘗過社會主義鐵拳吧
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3
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hhyw
·2021-04-08
百度百度??
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1
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dkpoh
·2021-04-08
666
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1
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SunnyLeo
·2021-04-08
加油加油
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3
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花喵喵
·2021-04-08
[吃瓜]
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2
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新加坡的大螃蟹
·2021-04-08
姆巴佩今天真牛逼
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新加坡的大螃蟹
·2021-04-08
說說你對這篇新聞的看法...
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3
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Derick 哈哈哈哈
·2021-04-08
中概股今天被殺的很慘
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4
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- 云里梦里飞:
  跌惨了
  2021-04-08
  Reply
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- 53570b80:
  资本在玩
  2021-04-08
  Reply
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kimxuan
·2021-04-07
Ali！
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3
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- Gnehnusee:
  还好
  2021-04-07
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LMF83
·2021-04-07
Good
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CWBY
·2021-04-07
跟上
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1
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Kenwong
·2021-04-07
Gogogogo
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- 新加坡的大螃蟹:
  哈哈
  2021-04-08
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Sincat
·2021-04-07
能跟他一樣可以等到90歲不清倉的肯定要買
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1
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时空海盗
·2021-04-07
中概股最大的隱患就是中國政府
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3
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Jessie8590
·2021-04-07
可以關注
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1
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JJJU
·2021-04-07
進不進
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1
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- 53570b80:
  关注中概
  2021-04-08
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Journal持有5只股票，总价值1.97亿美元。除阿里巴巴外，该公司还持有富国银行、美国银行、浦项制铁和美国合众银行的股份，这些持仓自2020年底以来一直没有变化。\n去年年底以来，阿里巴巴股价持续大跌。外界认为，查理·芒格建仓的时机大概率是在阿里巴巴大跌之后，抄底意图较为明显。\n安山资本有限公司（Amber Hill Capital Ltd.）资产管理总监杰克逊·黄（Jackson Wong）认为，目前阿里巴巴和腾讯仍是中国的重量级科技股，暂时还看不到有哪个公司可以撼动它们的地位。\n此前，芒格在Daily 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