三季度高瓴HHLR的十大重仓股中依然有七只是中概股,一季度清仓后二季度抄底的拼多多被增持逾60万股,持仓跻身前十;同样二季度抄底的阿里三季度也获增持,从第八大重仓股升至第七位;对大全新能源和晶科能源增持股数均超过10%;清仓二季度第五大重仓股Sea,抄底Zoom。今年第三季度,美股大盘连续第三季累计下跌,但高瓴资本延续了二季度的投资重点,继续看好中国资产,中概股在十大重仓股中保持着七成的高占比,...
Source Link华尔街见闻2022-11-15
三季度高瓴HHLR的十大重仓股中依然有七只是中概股,一季度清仓后二季度抄底的拼多多被增持逾60万股,持仓跻身前十;同样二季度抄底的阿里三季度也获增持,从第八大重仓股升至第七位;对大全新能源和晶科能源增持股数均超过10%;清仓二季度第五大重仓股Sea,抄底Zoom。今年第三季度,美股大盘连续第三季累计下跌,但高瓴资本延续了二季度的投资重点,继续看好中国资产,中概股在十大重仓股中保持着七成的高占比,...
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