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高毅清仓,高瓴加仓!他们的判断为何截然相反?

上海证券报2021-05-19

近日,高毅资产披露了其最新美股持仓情况。数据显示,截至今年一季度末,高毅资产在美股市场持有21家公司的股票,总市值为4.1亿美元,相较于去年底小幅下降。其中,京东、拼多多、网易等中概股依旧是高毅资产的重要布局。 从调仓方向来看,高毅资产一季度清仓了阿里巴巴,值得注意的是,刚刚公布美股持仓不久的高瓴一季度却小幅加仓了阿里巴巴,为何资管大佬对美国市场的科技中概股分歧如此之大?阿里巴巴、拼多多等明星...

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Comment7

  • 摇滚流行
    ·2021-05-20
    4股是什麼鬼
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  • 万象入星辰
    ·2021-05-19
    小白兔我受傷了快來救我!
    Reply
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  • 蒙面锦织圭
    ·2021-05-19
    互道SB系列
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  • Marksg
    ·2021-05-19
    割韭菜
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  • 伊依xin
    ·2021-05-19
    重要佈局。。。又憋着壞主意呢吧。
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  • 华尔街小孩子
    ·2021-05-19
    一出一進,都商量好了。
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  • 水中月镜
    ·2021-05-19
    hi
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