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- Serene_wSerene_w
  ·2021-03-17
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  外盘头条：通胀螺旋式上升或迫使美联储提前加息
  　　全球最大对冲基金桥水的联席首席投资官Greg Jensen表示，全球经济即将迎来新一轮通胀浪潮，或迫使美联储较原计划提前采取加息行动。　　尽管市场对通货膨胀的预期已飙升至12年来最高水平，但美联储已表示对经济变热抱有耐心且预计未来两年内不会加息。周三美联储会议结束时料重申这一立场。　　鉴于1.9万亿美元刺激计划以及防疫封锁的逐步解除，交易员们预测经济复苏将迫使美联储提前动手。
  外盘头条：通胀螺旋式上升或迫使美联储提前加息
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- Serene_wSerene_w
  ·2021-03-16
  Comment and like pls ?
  Is Alibaba Group Holding (BABA) Stock A Buy Or Sell?
  How do you pick the next stock to invest in? One way would be to spend days of research browsing thr
  Is Alibaba Group Holding (BABA) Stock A Buy Or Sell?
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- Serene_wSerene_w
  ·2021-03-16
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  Is Alibaba Group Holding (BABA) Stock A Buy Or Sell?
  How do you pick the next stock to invest in? One way would be to spend days of research browsing thr
  Is Alibaba Group Holding (BABA) Stock A Buy Or Sell?
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href=\"https://laohu8.com/S/GOOG\">谷歌</a>：应用商店开发者每年前100万美元收入抽成降至15%</b></blockquote><h2><b>彭博</b></h2><p><b>桥水联席首席投资官：通胀螺旋式上升将迫使美联储提前加息</b><img src=\"https://static.tigerbbs.com/35efbb50da58d59d47ef6ad0c640663d\" tg-width=\"1219\" tg-height=\"397\" referrerpolicy=\"no-referrer\"></p><p>全球最大对冲基金桥水的联席首席投资官Greg Jensen表示，全球经济即将迎来新一轮通胀浪潮，或迫使美联储较原计划提前采取加息行动。</p><p>Jensen在接受采访时称，拜登政府“极端”的财政刺激措施将抬高消费物价，同时威胁到危机过后债市和股市的上涨。</p><p>Jensen表示，“市场对通货膨胀的消化实际上是一个重大的长期变化的开始，并非对正在发生的事情反应过度。经济状况和通货膨胀的实际变化速度将超过市场或美联储的预期。”</p><p>尽管市场对通货膨胀的预期已飙升至12年来最高水平，但美联储已表示对经济变热抱有耐心且预计未来两年内不会加息。 周三美联储会议结束时料重申这一立场。</p><p>鉴于1.9万亿美元刺激计划以及防疫封锁的逐步解除，交易员们预测经济复苏将迫使美联储提前动手。欧洲美元合约显示，到2022年12月，美联储收紧政策的概率大约为75%。</p><p><img src=\"https://static.tigerbbs.com/3a65e23f8627b10e8c347878ef370efb\" tg-width=\"550\" tg-height=\"369\" referrerpolicy=\"no-referrer\"></p><p><b>拜登税改计划希望提高公司税 并给收入11万美元家庭以减免</b></p><p>一位白宫经济顾问周二表示，美国总统乔·拜登的税改计划将对企业和富裕美国人征收更高的税，同时为中产阶级家庭提供减免。</p><p>国家经济委员会副主任Bharat Ramamurti周二表示，“关键是总统坚信，那些最大的企业和过去几十年赚得非常多的人应该多付一些税。”</p><p>Ramamurti表示，拜登将要推出的税改计划目标之一是鼓励大型企业和跨国公司增加在美国的投资。他说，即使在新冠危机期间仍获益的富裕个人将成为征收更高税的对象。</p><p>“我们希望与国会合作以实现这些目标，”Ramamurti表示，但他没有透露相关计划出台的时间表。“总统的税务计划旨在确保中产阶级家庭的税负不超过其应该的份额，并确保过去几年（包括去年）大体而言赚得很多的最富裕群体多付一点税。”</p><h2><b>彭博</b></h2><p><b>法国和意大利暗示将解除对阿斯利康新冠疫苗的禁令</b><img src=\"https://static.tigerbbs.com/3457f87f09705d949fa473ba7814d815\" tg-width=\"1160\" tg-height=\"332\" referrerpolicy=\"no-referrer\"></p><p>在意大利总理德拉吉和法国总统马克龙通话后，意大利政府表示，如果欧盟药监局表示阿斯利康疫苗安全，德拉吉和马克龙准备解除对该疫苗的禁令。</p><p>在多个成员国因为安全忧虑而暂停阿斯利康疫苗后，欧盟药品管理局（EMA）正在对其安全性进行评估，将于周四公布评估结果。德拉吉办公室表示，EMA给出的初步指引是正面的。</p><p>EMA周二重申，阿斯利康疫苗利大于弊，没有迹象表明该疫苗导致多人出现血栓症状。但EMA同时也警告称，公众的看法会产生负面影响，人们可能对接种疫苗变得更加迟疑。</p><p>EMA负责人Emer Cooke在紧急新闻发布会上表示，“我们担心对阿斯利康疫苗的信任度可能受到影响”。</p><p>欧盟国家周二被警告，如果欧洲继续保持缓慢的疫苗接种速度而且阻止部分疫苗的使用，经济复苏可能处于危险之中，并将增加延长封锁的可能性。</p><h2><b>CNBC</b></h2><p><b>克莱默：随着美经济从疫情中复苏 现在是投资股票的“好时机”</b></p><p>财经媒体名嘴吉姆-克莱默（Jim Cramer）周二表示，他认为当前是投资者向美国股市投入资金的有利环境。</p><p>克莱默表示，他看到了积极的经济复苏迹象，包括航空旅行的复苏、银行的现金储备以及火爆的房地产市场。“现在是投资的好时机。”</p><p>克莱默发表上述言论之际，道琼斯工业平均指数和标普500指数周一再度创下新高。</p><p>10年期美国国债收益率上周五触及逾一年高点1.642%，周二早些时候跌至1.6%以下，这给成长型股票带来了一定的缓冲。因担心经济刺激措施使经济复苏过热并导致通胀，债券收益率近期迅速上涨。</p><p>最近几周，由于利率上升，克莱默建议投资者远离高科技类公司股票。他周一重申了这一观点，称这是“错误的地方”。</p><p>取而代之的是，克莱默更青睐那些可以从经济重新开放中受益的企业，例如工业部门企业以及Square等公司，这些公司将从新一轮的刺激性支票的发放中获利。</p><h2><b>彭博</b></h2><p><b>老债王格罗斯：正做空美国国债 预计未来数月通胀将达3%-4%</b><img src=\"https://static.tigerbbs.com/578f4df655c3dee3b26ad14ece4a933e\" tg-width=\"1107\" tg-height=\"325\" referrerpolicy=\"no-referrer\"></p><p>曾在<a href=\"https://laohu8.com/S/601099\">太平洋</a>投资管理公司（PIMCO）管理全球最大债券基金的债券投资传奇比尔·格罗斯称，他正在做空美国国债，预计未来几个月美国通胀率将升至3%-4%。</p><p>格罗斯周二表示，“庞大的”财政刺激措施--包括1.9万亿美元纾困方案和接下来可能出台的大规模基建计划，以及水平“惊人”的家庭收入，意味着价格压力将加速上升。</p><p>“大量需求被积蓄了起来，如果消费者想，积蓄的能量就会释放出来，我认为一定程度上他们会这样做的，”格罗斯称。“我预计（通胀率）将达到3%到4%。”</p><p>美联储主席杰罗姆·鲍威尔承诺，在实现通胀和就业目标前，美联储将忽略通胀暂时升温的状况。不过格罗斯表示：“如果通胀率三个月，六个月，12个月都在3%至4%以上，他对当前的政策就要迟疑一下了，”即便鲍威尔和美联储点图“否认”市场对2023年3月加息的预期。</p><h2><b>华尔街日报&nbsp;</b></h2><p><b>应用商店开发者每年前100万美元收入抽成降至15%</b></p><p><img src=\"https://static.tigerbbs.com/d3b1b86e6c50be9934fbf5340ea1742c\" tg-width=\"1022\" tg-height=\"508\" referrerpolicy=\"no-referrer\">谷歌周二宣布，将开发者每年在Google Play应用商店中前100万美元收入的佣金费率降低至15%。</p><p>谷歌表示，开发者收入突破100万美元之后，该公司将恢复向开发人员收取其标准的30%的应用内购买和下载费用。</p><p>此举是继<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司在去年12月做出类似决定后做出的。苹果公司的计划仅适用于从其应用商店中获得100万美元以下年收入的开发人员。</p><p>开发者在苹果和谷歌等应用程序商店推出应用都要被收取一定比例的佣金，这部分佣金也被形象地称之为“苹果税”、“谷歌税”。</p><p>谷歌表示，将在7月1日该计划开始之前共享更多细节。</p>","source":"sina","collect":0,"html":"<!DOCTYPE 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}\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: 11px; color: #7E829C; 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外盘头条：通胀螺旋式上升或迫使美联储提前加息\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-17 05:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-03-17/doc-ikkntiam3484407.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>彭博 |  桥 水联席首席投资官：通胀螺旋式上升将迫使美联储提前加息　　拜登税改计划希望提高公司税 并给收入11万美元家庭以减免　　彭博 |  法国和意大利暗示将解除对阿斯利康新冠疫苗的禁令　　CNBC |  克莱默：随着美经济从疫情中复苏 现在是投资股票的“好时机”　　彭博 | 老债王格罗斯：正做空美国国债 预计未来数月通胀将达3%-4%　　华尔街日报 |  谷歌：应用商店开发者每年前100...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-03-17/doc-ikkntiam3484407.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5c8954665756ab7e669863bbe8f57ce0","relate_stocks":{"161125":"标普500","513500":"标普500ETF","UDOW":"道指三倍做多ETF-ProShares","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF","DDM":"道指两倍做多ETF","SQQQ":"纳指三倍做空ETF","DJX":"1/100道琼斯","SDOW":"道指三倍做空ETF-ProShares","SPY":"标普500ETF","DOG":"道指反向ETF","OEF":"标普100指数ETF-iShares","QQQ":"纳指100ETF","SDS":"两倍做空标普500ETF","DXD":"道指两倍做空ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","QID":"纳指两倍做空ETF","UPRO":"三倍做多标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","TQQQ":"纳指三倍做多ETF","IVV":"标普500指数ETF","SH":"标普500反向ETF","PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-03-17/doc-ikkntiam3484407.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2120497018","content_text":"彭博 |  桥 水联席首席投资官：通胀螺旋式上升将迫使美联储提前加息　　拜登税改计划希望提高公司税 并给收入11万美元家庭以减免　　彭博 |  法国和意大利暗示将解除对阿斯利康新冠疫苗的禁令　　CNBC |  克莱默：随着美经济从疫情中复苏 现在是投资股票的“好时机”　　彭博 | 老债王格罗斯：正做空美国国债 预计未来数月通胀将达3%-4%　　华尔街日报 |  谷歌：应用商店开发者每年前100万美元收入抽成降至15%彭博桥水联席首席投资官：通胀螺旋式上升将迫使美联储提前加息全球最大对冲基金桥水的联席首席投资官Greg Jensen表示，全球经济即将迎来新一轮通胀浪潮，或迫使美联储较原计划提前采取加息行动。Jensen在接受采访时称，拜登政府“极端”的财政刺激措施将抬高消费物价，同时威胁到危机过后债市和股市的上涨。Jensen表示，“市场对通货膨胀的消化实际上是一个重大的长期变化的开始，并非对正在发生的事情反应过度。经济状况和通货膨胀的实际变化速度将超过市场或美联储的预期。”尽管市场对通货膨胀的预期已飙升至12年来最高水平，但美联储已表示对经济变热抱有耐心且预计未来两年内不会加息。 周三美联储会议结束时料重申这一立场。鉴于1.9万亿美元刺激计划以及防疫封锁的逐步解除，交易员们预测经济复苏将迫使美联储提前动手。欧洲美元合约显示，到2022年12月，美联储收紧政策的概率大约为75%。拜登税改计划希望提高公司税 并给收入11万美元家庭以减免一位白宫经济顾问周二表示，美国总统乔·拜登的税改计划将对企业和富裕美国人征收更高的税，同时为中产阶级家庭提供减免。国家经济委员会副主任Bharat Ramamurti周二表示，“关键是总统坚信，那些最大的企业和过去几十年赚得非常多的人应该多付一些税。”Ramamurti表示，拜登将要推出的税改计划目标之一是鼓励大型企业和跨国公司增加在美国的投资。他说，即使在新冠危机期间仍获益的富裕个人将成为征收更高税的对象。“我们希望与国会合作以实现这些目标，”Ramamurti表示，但他没有透露相关计划出台的时间表。“总统的税务计划旨在确保中产阶级家庭的税负不超过其应该的份额，并确保过去几年（包括去年）大体而言赚得很多的最富裕群体多付一点税。”彭博法国和意大利暗示将解除对阿斯利康新冠疫苗的禁令在意大利总理德拉吉和法国总统马克龙通话后，意大利政府表示，如果欧盟药监局表示阿斯利康疫苗安全，德拉吉和马克龙准备解除对该疫苗的禁令。在多个成员国因为安全忧虑而暂停阿斯利康疫苗后，欧盟药品管理局（EMA）正在对其安全性进行评估，将于周四公布评估结果。德拉吉办公室表示，EMA给出的初步指引是正面的。EMA周二重申，阿斯利康疫苗利大于弊，没有迹象表明该疫苗导致多人出现血栓症状。但EMA同时也警告称，公众的看法会产生负面影响，人们可能对接种疫苗变得更加迟疑。EMA负责人Emer Cooke在紧急新闻发布会上表示，“我们担心对阿斯利康疫苗的信任度可能受到影响”。欧盟国家周二被警告，如果欧洲继续保持缓慢的疫苗接种速度而且阻止部分疫苗的使用，经济复苏可能处于危险之中，并将增加延长封锁的可能性。CNBC克莱默：随着美经济从疫情中复苏 现在是投资股票的“好时机”财经媒体名嘴吉姆-克莱默（Jim Cramer）周二表示，他认为当前是投资者向美国股市投入资金的有利环境。克莱默表示，他看到了积极的经济复苏迹象，包括航空旅行的复苏、银行的现金储备以及火爆的房地产市场。“现在是投资的好时机。”克莱默发表上述言论之际，道琼斯工业平均指数和标普500指数周一再度创下新高。10年期美国国债收益率上周五触及逾一年高点1.642%，周二早些时候跌至1.6%以下，这给成长型股票带来了一定的缓冲。因担心经济刺激措施使经济复苏过热并导致通胀，债券收益率近期迅速上涨。最近几周，由于利率上升，克莱默建议投资者远离高科技类公司股票。他周一重申了这一观点，称这是“错误的地方”。取而代之的是，克莱默更青睐那些可以从经济重新开放中受益的企业，例如工业部门企业以及Square等公司，这些公司将从新一轮的刺激性支票的发放中获利。彭博老债王格罗斯：正做空美国国债 预计未来数月通胀将达3%-4%曾在太平洋投资管理公司（PIMCO）管理全球最大债券基金的债券投资传奇比尔·格罗斯称，他正在做空美国国债，预计未来几个月美国通胀率将升至3%-4%。格罗斯周二表示，“庞大的”财政刺激措施--包括1.9万亿美元纾困方案和接下来可能出台的大规模基建计划，以及水平“惊人”的家庭收入，意味着价格压力将加速上升。“大量需求被积蓄了起来，如果消费者想，积蓄的能量就会释放出来，我认为一定程度上他们会这样做的，”格罗斯称。“我预计（通胀率）将达到3%到4%。”美联储主席杰罗姆·鲍威尔承诺，在实现通胀和就业目标前，美联储将忽略通胀暂时升温的状况。不过格罗斯表示：“如果通胀率三个月，六个月，12个月都在3%至4%以上，他对当前的政策就要迟疑一下了，”即便鲍威尔和美联储点图“否认”市场对2023年3月加息的预期。华尔街日报 应用商店开发者每年前100万美元收入抽成降至15%谷歌周二宣布，将开发者每年在Google Play应用商店中前100万美元收入的佣金费率降低至15%。谷歌表示，开发者收入突破100万美元之后，该公司将恢复向开发人员收取其标准的30%的应用内购买和下载费用。此举是继苹果公司在去年12月做出类似决定后做出的。苹果公司的计划仅适用于从其应用商店中获得100万美元以下年收入的开发人员。开发者在苹果和谷歌等应用程序商店推出应用都要被收取一定比例的佣金，这部分佣金也被形象地称之为“苹果税”、“谷歌税”。谷歌表示，将在7月1日该计划开始之前共享更多细节。","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325981658,"gmtCreate":1615857351174,"gmtModify":1704787512878,"author":{"id":"3577235476915808","authorId":"3577235476915808","name":"Serene_w","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577235476915808","authorIdStr":"3577235476915808"},"themes":[],"htmlText":"Comment and like pls ?","listText":"Comment and like pls ?","text":"Comment and like pls ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/325981658","repostId":"2119941718","repostType":2,"repost":{"id":"2119941718","kind":"news","pubTimestamp":1615856036,"share":"https://ttm.financial/m/news/2119941718?lang=&edition=fundamental","pubTime":"2021-03-16 08:53","market":"us","language":"en","title":"Is Alibaba Group Holding (BABA) Stock A Buy Or Sell?","url":"https://stock-news.laohu8.com/highlight/detail?id=2119941718","media":"Insider Monkey","summary":"How do you pick the next stock to invest in? One way would be to spend days of research browsing thr","content":"<p>How do you pick the next stock to invest in? One way would be to spend days of research browsing through thousands of publicly traded companies. However, an easier way is to look at the stocks that smart money investors are collectively bullish on. Hedge funds and other institutional investors usually invest large amounts of capital and have to conduct due diligence while choosing their next pick. They don't always get it right, but, on average, their stock picks historically generated strong returns after adjusting for known risk factors. With this in mind, let’s take a look at the recent hedge fund activity surrounding Alibaba Group Holding Limited (NYSE:BABA).</p>\n<p><b>Is Alibaba (BABA) stock a buy or sell?</b>&nbsp;Investors who are in the know were cutting their exposure. The number of bullish hedge fund positions decreased by 10 in recent months. Alibaba Group Holding Limited (NYSE:BABA) was in 156 hedge funds' portfolios at the end of the fourth quarter of 2020. The all time high for this statistic is 170. Our calculations also showed that BABA still ranked 7th among the 30 most popular stocks among hedge funds (click for Q4 rankings).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de0f2ad2abce6e89019bd2f6b550ca9a\" tg-width=\"600\" tg-height=\"800\"><span>David Blood of Generation Investment Management</span></p>\n<p>At Insider Monkey we leave no stone unturned when looking for the next great investment idea. For example, lithium mining is <a href=\"https://laohu8.com/S/AONE\">one</a> of the fastest growing industries right now, so we are checking out stock pitches like this <b>emerging lithium stock</b>. We go through lists like the 10 best hydrogen fuel cell stocks&nbsp;to pick the next Tesla that will deliver a 10x return. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. You can subscribe to our free daily newsletter on&nbsp;our homepage&nbsp;(or at the end of this article).&nbsp;Keeping this in mind we're going to take a look at the latest hedge fund action encompassing Alibaba Group Holding Limited (NYSE:BABA).</p>\n<h2>Do Hedge Funds Think BABA Is A Good Stock To Buy Now?</h2>\n<p>At Q4's end, a total of 156 of the hedge funds tracked by Insider Monkey were long this stock, a change of -6% from the third quarter of 2020. Below, you can check out the change in hedge fund sentiment towards BABA over the last 22 quarters. With hedgies' positions undergoing their usual ebb and flow, there exists a select group of noteworthy hedge fund managers who were upping their stakes considerably (or already accumulated large positions).</p>\n<p><img src=\"https://static.tigerbbs.com/be2a4ddcbd213e9d7c987f54e8212c24\" tg-width=\"678\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p>\n<p>The largest stake in Alibaba Group Holding Limited (NYSE:BABA) was held by Fisher Asset Management, which reported holding $3245.6 million worth of stock at the end of December. It was followed by Tiger Global Management LLC with a $1042.2 million position. Other investors bullish on the company included Millennium Management, AQR Capital Management, and Soroban Capital Partners. In terms of the portfolio weights assigned to each position Serenity Capital allocated the biggest weight to Alibaba Group Holding Limited (NYSE:BABA), around 30% of its 13F portfolio. Joho Capital is also relatively very bullish on the stock, setting aside 29.98 percent of its 13F equity portfolio to BABA.</p>\n<p>Seeing as Alibaba Group Holding Limited (NYSE:BABA) has faced bearish sentiment from the entirety of the hedge funds we track, it's easy to see that there exists a select few funds who were dropping their positions entirely heading into Q1. It's worth mentioning that Rajiv Jain's GQG Partners cut the biggest stake of all the hedgies watched by Insider Monkey, totaling close to $2820.6 million in stock. Lei Zhang's fund, Hillhouse Capital Management, also cut its stock, about $1188.3 million worth. These bearish behaviors are interesting, as total hedge fund interest fell by 10 funds heading into Q1.</p>\n<p>Let's check out hedge fund activity in other stocks - not necessarily in the same industry as Alibaba Group Holding Limited (NYSE:BABA) but similarly valued. These stocks are <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc (NASDAQ:FB), <a href=\"https://laohu8.com/S/V\">Visa</a> Inc (NYSE:V), Taiwan Semiconductor Mfg. Co. Ltd. (NYSE:TSM), Berkshire Hathaway Inc. (NYSE:BRK-B), Tesla Inc. (NASDAQ:TSLA), Walmart Inc. (NYSE:WMT), and Johnson &amp; Johnson (NYSE:JNJ). All of these stocks' market caps match BABA's market cap.</p>\n<p>[table] Ticker, No of HFs with positions, Total Value of HF Positions (x1000), Change in HF Position FB,242,38233910,12 V,166,23599162,6 TSM,72,11843403,5 BRK-B,110,20795968,1 TSLA,68,12308025,1 WMT,70,6197019,1 JNJ,81,5820696,-1 Average,115.6,16971169,3.6 [/table]</p>\n<p>View table here&nbsp;if you experience formatting issues.</p>\n<p>As you can see these stocks had an average of 115.6 hedge funds with bullish positions and the average amount invested in these stocks was $16971 million. That figure was $17892 million in BABA's case. Facebook Inc (NASDAQ:FB) is the most popular stock in this table. On the other hand Tesla Inc. (NASDAQ:TSLA) is the least popular <a href=\"https://laohu8.com/S/AONE.U\">one</a> with only 68 bullish hedge fund positions. Alibaba Group Holding Limited (NYSE:BABA) is not the most popular stock in this group but hedge fund interest is still above average. Our overall hedge fund sentiment score for BABA is 76.8. Stocks with higher number of hedge fund positions relative to other stocks as well as relative to their historical range receive a higher sentiment score. This is a slightly positive signal but we'd rather spend our time researching stocks that hedge funds are piling on. Our calculations showed that top 30 most popular stocks among hedge funds returned 81.2% in 2019 and 2020, and outperformed the S&amp;P 500 ETF (SPY) by 26 percentage points. These stocks gained 7% in 2021 through March 12th and beat the market again by 1.6 percentage points. Unfortunately BABA wasn't nearly as successful as these 30 stocks and hedge funds that were betting on BABA were disappointed as the stock returned -0.4% since the end of December (through 3/12) and underperformed the market. If you are interested in investing in large cap stocks with huge upside potential, you should check out the more diversified list of the top 30 most popular stocks among hedge funds as many of these stocks already outperformed the market since 2019.</p>","source":"lsy1606273129822","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>Is Alibaba Group Holding (BABA) Stock A Buy Or Sell?</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: 11px; color: #7E829C; 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\">\nIs Alibaba Group Holding (BABA) Stock A Buy Or Sell?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-16 08:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.insidermonkey.com/blog/is-alibaba-group-holding-baba-stock-a-buy-or-sell-924287/><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>How do you pick the next stock to invest in? One way would be to spend days of research browsing through thousands of publicly traded companies. However, an easier way is to look at the stocks that ...</p>\n\n<a href=\"https://www.insidermonkey.com/blog/is-alibaba-group-holding-baba-stock-a-buy-or-sell-924287/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://www.insidermonkey.com/blog/is-alibaba-group-holding-baba-stock-a-buy-or-sell-924287/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2119941718","content_text":"How do you pick the next stock to invest in? One way would be to spend days of research browsing through thousands of publicly traded companies. However, an easier way is to look at the stocks that smart money investors are collectively bullish on. Hedge funds and other institutional investors usually invest large amounts of capital and have to conduct due diligence while choosing their next pick. They don't always get it right, but, on average, their stock picks historically generated strong returns after adjusting for known risk factors. With this in mind, let’s take a look at the recent hedge fund activity surrounding Alibaba Group Holding Limited (NYSE:BABA).\nIs Alibaba (BABA) stock a buy or sell? Investors who are in the know were cutting their exposure. The number of bullish hedge fund positions decreased by 10 in recent months. Alibaba Group Holding Limited (NYSE:BABA) was in 156 hedge funds' portfolios at the end of the fourth quarter of 2020. The all time high for this statistic is 170. Our calculations also showed that BABA still ranked 7th among the 30 most popular stocks among hedge funds (click for Q4 rankings).\nDavid Blood of Generation Investment Management\nAt Insider Monkey we leave no stone unturned when looking for the next great investment idea. For example, lithium mining is one of the fastest growing industries right now, so we are checking out stock pitches like this emerging lithium stock. We go through lists like the 10 best hydrogen fuel cell stocks to pick the next Tesla that will deliver a 10x return. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. You can subscribe to our free daily newsletter on our homepage (or at the end of this article). Keeping this in mind we're going to take a look at the latest hedge fund action encompassing Alibaba Group Holding Limited (NYSE:BABA).\nDo Hedge Funds Think BABA Is A Good Stock To Buy Now?\nAt Q4's end, a total of 156 of the hedge funds tracked by Insider Monkey were long this stock, a change of -6% from the third quarter of 2020. Below, you can check out the change in hedge fund sentiment towards BABA over the last 22 quarters. With hedgies' positions undergoing their usual ebb and flow, there exists a select group of noteworthy hedge fund managers who were upping their stakes considerably (or already accumulated large positions).\n\nThe largest stake in Alibaba Group Holding Limited (NYSE:BABA) was held by Fisher Asset Management, which reported holding $3245.6 million worth of stock at the end of December. It was followed by Tiger Global Management LLC with a $1042.2 million position. Other investors bullish on the company included Millennium Management, AQR Capital Management, and Soroban Capital Partners. In terms of the portfolio weights assigned to each position Serenity Capital allocated the biggest weight to Alibaba Group Holding Limited (NYSE:BABA), around 30% of its 13F portfolio. Joho Capital is also relatively very bullish on the stock, setting aside 29.98 percent of its 13F equity portfolio to BABA.\nSeeing as Alibaba Group Holding Limited (NYSE:BABA) has faced bearish sentiment from the entirety of the hedge funds we track, it's easy to see that there exists a select few funds who were dropping their positions entirely heading into Q1. It's worth mentioning that Rajiv Jain's GQG Partners cut the biggest stake of all the hedgies watched by Insider Monkey, totaling close to $2820.6 million in stock. Lei Zhang's fund, Hillhouse Capital Management, also cut its stock, about $1188.3 million worth. These bearish behaviors are interesting, as total hedge fund interest fell by 10 funds heading into Q1.\nLet's check out hedge fund activity in other stocks - not necessarily in the same industry as Alibaba Group Holding Limited (NYSE:BABA) but similarly valued. These stocks are Facebook Inc (NASDAQ:FB), Visa Inc (NYSE:V), Taiwan Semiconductor Mfg. Co. Ltd. (NYSE:TSM), Berkshire Hathaway Inc. (NYSE:BRK-B), Tesla Inc. (NASDAQ:TSLA), Walmart Inc. (NYSE:WMT), and Johnson & Johnson (NYSE:JNJ). All of these stocks' market caps match BABA's market cap.\n[table] Ticker, No of HFs with positions, Total Value of HF Positions (x1000), Change in HF Position FB,242,38233910,12 V,166,23599162,6 TSM,72,11843403,5 BRK-B,110,20795968,1 TSLA,68,12308025,1 WMT,70,6197019,1 JNJ,81,5820696,-1 Average,115.6,16971169,3.6 [/table]\nView table here if you experience formatting issues.\nAs you can see these stocks had an average of 115.6 hedge funds with bullish positions and the average amount invested in these stocks was $16971 million. That figure was $17892 million in BABA's case. Facebook Inc (NASDAQ:FB) is the most popular stock in this table. On the other hand Tesla Inc. (NASDAQ:TSLA) is the least popular one with only 68 bullish hedge fund positions. Alibaba Group Holding Limited (NYSE:BABA) is not the most popular stock in this group but hedge fund interest is still above average. Our overall hedge fund sentiment score for BABA is 76.8. Stocks with higher number of hedge fund positions relative to other stocks as well as relative to their historical range receive a higher sentiment score. This is a slightly positive signal but we'd rather spend our time researching stocks that hedge funds are piling on. Our calculations showed that top 30 most popular stocks among hedge funds returned 81.2% in 2019 and 2020, and outperformed the S&P 500 ETF (SPY) by 26 percentage points. These stocks gained 7% in 2021 through March 12th and beat the market again by 1.6 percentage points. Unfortunately BABA wasn't nearly as successful as these 30 stocks and hedge funds that were betting on BABA were disappointed as the stock returned -0.4% since the end of December (through 3/12) and underperformed the market. If you are interested in investing in large cap stocks with huge upside potential, you should check out the more diversified list of the top 30 most popular stocks among hedge funds as many of these stocks already outperformed the market since 2019.","news_type":1},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325914793,"gmtCreate":1615857160212,"gmtModify":1704787506527,"author":{"id":"3577235476915808","authorId":"3577235476915808","name":"Serene_w","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577235476915808","authorIdStr":"3577235476915808"},"themes":[],"htmlText":"Pls comment amd like?","listText":"Pls comment amd like?","text":"Pls comment amd like?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/325914793","repostId":"2119941718","repostType":2,"repost":{"id":"2119941718","kind":"news","pubTimestamp":1615856036,"share":"https://ttm.financial/m/news/2119941718?lang=&edition=fundamental","pubTime":"2021-03-16 08:53","market":"us","language":"en","title":"Is Alibaba Group Holding (BABA) Stock A Buy Or Sell?","url":"https://stock-news.laohu8.com/highlight/detail?id=2119941718","media":"Insider Monkey","summary":"How do you pick the next stock to invest in? One way would be to spend days of research browsing thr","content":"<p>How do you pick the next stock to invest in? One way would be to spend days of research browsing through thousands of publicly traded companies. However, an easier way is to look at the stocks that smart money investors are collectively bullish on. Hedge funds and other institutional investors usually invest large amounts of capital and have to conduct due diligence while choosing their next pick. They don't always get it right, but, on average, their stock picks historically generated strong returns after adjusting for known risk factors. With this in mind, let’s take a look at the recent hedge fund activity surrounding Alibaba Group Holding Limited (NYSE:BABA).</p>\n<p><b>Is Alibaba (BABA) stock a buy or sell?</b>&nbsp;Investors who are in the know were cutting their exposure. The number of bullish hedge fund positions decreased by 10 in recent months. Alibaba Group Holding Limited (NYSE:BABA) was in 156 hedge funds' portfolios at the end of the fourth quarter of 2020. The all time high for this statistic is 170. Our calculations also showed that BABA still ranked 7th among the 30 most popular stocks among hedge funds (click for Q4 rankings).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de0f2ad2abce6e89019bd2f6b550ca9a\" tg-width=\"600\" tg-height=\"800\"><span>David Blood of Generation Investment Management</span></p>\n<p>At Insider Monkey we leave no stone unturned when looking for the next great investment idea. For example, lithium mining is <a href=\"https://laohu8.com/S/AONE\">one</a> of the fastest growing industries right now, so we are checking out stock pitches like this <b>emerging lithium stock</b>. We go through lists like the 10 best hydrogen fuel cell stocks&nbsp;to pick the next Tesla that will deliver a 10x return. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. You can subscribe to our free daily newsletter on&nbsp;our homepage&nbsp;(or at the end of this article).&nbsp;Keeping this in mind we're going to take a look at the latest hedge fund action encompassing Alibaba Group Holding Limited (NYSE:BABA).</p>\n<h2>Do Hedge Funds Think BABA Is A Good Stock To Buy Now?</h2>\n<p>At Q4's end, a total of 156 of the hedge funds tracked by Insider Monkey were long this stock, a change of -6% from the third quarter of 2020. Below, you can check out the change in hedge fund sentiment towards BABA over the last 22 quarters. With hedgies' positions undergoing their usual ebb and flow, there exists a select group of noteworthy hedge fund managers who were upping their stakes considerably (or already accumulated large positions).</p>\n<p><img src=\"https://static.tigerbbs.com/be2a4ddcbd213e9d7c987f54e8212c24\" tg-width=\"678\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p>\n<p>The largest stake in Alibaba Group Holding Limited (NYSE:BABA) was held by Fisher Asset Management, which reported holding $3245.6 million worth of stock at the end of December. It was followed by Tiger Global Management LLC with a $1042.2 million position. Other investors bullish on the company included Millennium Management, AQR Capital Management, and Soroban Capital Partners. In terms of the portfolio weights assigned to each position Serenity Capital allocated the biggest weight to Alibaba Group Holding Limited (NYSE:BABA), around 30% of its 13F portfolio. Joho Capital is also relatively very bullish on the stock, setting aside 29.98 percent of its 13F equity portfolio to BABA.</p>\n<p>Seeing as Alibaba Group Holding Limited (NYSE:BABA) has faced bearish sentiment from the entirety of the hedge funds we track, it's easy to see that there exists a select few funds who were dropping their positions entirely heading into Q1. It's worth mentioning that Rajiv Jain's GQG Partners cut the biggest stake of all the hedgies watched by Insider Monkey, totaling close to $2820.6 million in stock. Lei Zhang's fund, Hillhouse Capital Management, also cut its stock, about $1188.3 million worth. These bearish behaviors are interesting, as total hedge fund interest fell by 10 funds heading into Q1.</p>\n<p>Let's check out hedge fund activity in other stocks - not necessarily in the same industry as Alibaba Group Holding Limited (NYSE:BABA) but similarly valued. These stocks are <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc (NASDAQ:FB), <a href=\"https://laohu8.com/S/V\">Visa</a> Inc (NYSE:V), Taiwan Semiconductor Mfg. Co. Ltd. (NYSE:TSM), Berkshire Hathaway Inc. (NYSE:BRK-B), Tesla Inc. (NASDAQ:TSLA), Walmart Inc. (NYSE:WMT), and Johnson &amp; Johnson (NYSE:JNJ). All of these stocks' market caps match BABA's market cap.</p>\n<p>[table] Ticker, No of HFs with positions, Total Value of HF Positions (x1000), Change in HF Position FB,242,38233910,12 V,166,23599162,6 TSM,72,11843403,5 BRK-B,110,20795968,1 TSLA,68,12308025,1 WMT,70,6197019,1 JNJ,81,5820696,-1 Average,115.6,16971169,3.6 [/table]</p>\n<p>View table here&nbsp;if you experience formatting issues.</p>\n<p>As you can see these stocks had an average of 115.6 hedge funds with bullish positions and the average amount invested in these stocks was $16971 million. That figure was $17892 million in BABA's case. Facebook Inc (NASDAQ:FB) is the most popular stock in this table. On the other hand Tesla Inc. (NASDAQ:TSLA) is the least popular <a href=\"https://laohu8.com/S/AONE.U\">one</a> with only 68 bullish hedge fund positions. Alibaba Group Holding Limited (NYSE:BABA) is not the most popular stock in this group but hedge fund interest is still above average. Our overall hedge fund sentiment score for BABA is 76.8. Stocks with higher number of hedge fund positions relative to other stocks as well as relative to their historical range receive a higher sentiment score. This is a slightly positive signal but we'd rather spend our time researching stocks that hedge funds are piling on. Our calculations showed that top 30 most popular stocks among hedge funds returned 81.2% in 2019 and 2020, and outperformed the S&amp;P 500 ETF (SPY) by 26 percentage points. These stocks gained 7% in 2021 through March 12th and beat the market again by 1.6 percentage points. Unfortunately BABA wasn't nearly as successful as these 30 stocks and hedge funds that were betting on BABA were disappointed as the stock returned -0.4% since the end of December (through 3/12) and underperformed the market. If you are interested in investing in large cap stocks with huge upside potential, you should check out the more diversified list of the top 30 most popular stocks among hedge funds as many of these stocks already outperformed the market since 2019.</p>","source":"lsy1606273129822","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>Is Alibaba Group Holding (BABA) Stock A Buy Or Sell?</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: 11px; color: #7E829C; 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\">\nIs Alibaba Group Holding (BABA) Stock A Buy Or Sell?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-16 08:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.insidermonkey.com/blog/is-alibaba-group-holding-baba-stock-a-buy-or-sell-924287/><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>How do you pick the next stock to invest in? One way would be to spend days of research browsing through thousands of publicly traded companies. However, an easier way is to look at the stocks that ...</p>\n\n<a href=\"https://www.insidermonkey.com/blog/is-alibaba-group-holding-baba-stock-a-buy-or-sell-924287/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://www.insidermonkey.com/blog/is-alibaba-group-holding-baba-stock-a-buy-or-sell-924287/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2119941718","content_text":"How do you pick the next stock to invest in? One way would be to spend days of research browsing through thousands of publicly traded companies. However, an easier way is to look at the stocks that smart money investors are collectively bullish on. Hedge funds and other institutional investors usually invest large amounts of capital and have to conduct due diligence while choosing their next pick. They don't always get it right, but, on average, their stock picks historically generated strong returns after adjusting for known risk factors. With this in mind, let’s take a look at the recent hedge fund activity surrounding Alibaba Group Holding Limited (NYSE:BABA).\nIs Alibaba (BABA) stock a buy or sell? Investors who are in the know were cutting their exposure. The number of bullish hedge fund positions decreased by 10 in recent months. Alibaba Group Holding Limited (NYSE:BABA) was in 156 hedge funds' portfolios at the end of the fourth quarter of 2020. The all time high for this statistic is 170. Our calculations also showed that BABA still ranked 7th among the 30 most popular stocks among hedge funds (click for Q4 rankings).\nDavid Blood of Generation Investment Management\nAt Insider Monkey we leave no stone unturned when looking for the next great investment idea. For example, lithium mining is one of the fastest growing industries right now, so we are checking out stock pitches like this emerging lithium stock. We go through lists like the 10 best hydrogen fuel cell stocks to pick the next Tesla that will deliver a 10x return. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. You can subscribe to our free daily newsletter on our homepage (or at the end of this article). Keeping this in mind we're going to take a look at the latest hedge fund action encompassing Alibaba Group Holding Limited (NYSE:BABA).\nDo Hedge Funds Think BABA Is A Good Stock To Buy Now?\nAt Q4's end, a total of 156 of the hedge funds tracked by Insider Monkey were long this stock, a change of -6% from the third quarter of 2020. Below, you can check out the change in hedge fund sentiment towards BABA over the last 22 quarters. With hedgies' positions undergoing their usual ebb and flow, there exists a select group of noteworthy hedge fund managers who were upping their stakes considerably (or already accumulated large positions).\n\nThe largest stake in Alibaba Group Holding Limited (NYSE:BABA) was held by Fisher Asset Management, which reported holding $3245.6 million worth of stock at the end of December. It was followed by Tiger Global Management LLC with a $1042.2 million position. Other investors bullish on the company included Millennium Management, AQR Capital Management, and Soroban Capital Partners. In terms of the portfolio weights assigned to each position Serenity Capital allocated the biggest weight to Alibaba Group Holding Limited (NYSE:BABA), around 30% of its 13F portfolio. Joho Capital is also relatively very bullish on the stock, setting aside 29.98 percent of its 13F equity portfolio to BABA.\nSeeing as Alibaba Group Holding Limited (NYSE:BABA) has faced bearish sentiment from the entirety of the hedge funds we track, it's easy to see that there exists a select few funds who were dropping their positions entirely heading into Q1. It's worth mentioning that Rajiv Jain's GQG Partners cut the biggest stake of all the hedgies watched by Insider Monkey, totaling close to $2820.6 million in stock. Lei Zhang's fund, Hillhouse Capital Management, also cut its stock, about $1188.3 million worth. These bearish behaviors are interesting, as total hedge fund interest fell by 10 funds heading into Q1.\nLet's check out hedge fund activity in other stocks - not necessarily in the same industry as Alibaba Group Holding Limited (NYSE:BABA) but similarly valued. These stocks are Facebook Inc (NASDAQ:FB), Visa Inc (NYSE:V), Taiwan Semiconductor Mfg. Co. Ltd. (NYSE:TSM), Berkshire Hathaway Inc. (NYSE:BRK-B), Tesla Inc. (NASDAQ:TSLA), Walmart Inc. (NYSE:WMT), and Johnson & Johnson (NYSE:JNJ). All of these stocks' market caps match BABA's market cap.\n[table] Ticker, No of HFs with positions, Total Value of HF Positions (x1000), Change in HF Position FB,242,38233910,12 V,166,23599162,6 TSM,72,11843403,5 BRK-B,110,20795968,1 TSLA,68,12308025,1 WMT,70,6197019,1 JNJ,81,5820696,-1 Average,115.6,16971169,3.6 [/table]\nView table here if you experience formatting issues.\nAs you can see these stocks had an average of 115.6 hedge funds with bullish positions and the average amount invested in these stocks was $16971 million. That figure was $17892 million in BABA's case. Facebook Inc (NASDAQ:FB) is the most popular stock in this table. On the other hand Tesla Inc. (NASDAQ:TSLA) is the least popular one with only 68 bullish hedge fund positions. Alibaba Group Holding Limited (NYSE:BABA) is not the most popular stock in this group but hedge fund interest is still above average. Our overall hedge fund sentiment score for BABA is 76.8. Stocks with higher number of hedge fund positions relative to other stocks as well as relative to their historical range receive a higher sentiment score. This is a slightly positive signal but we'd rather spend our time researching stocks that hedge funds are piling on. Our calculations showed that top 30 most popular stocks among hedge funds returned 81.2% in 2019 and 2020, and outperformed the S&P 500 ETF (SPY) by 26 percentage points. These stocks gained 7% in 2021 through March 12th and beat the market again by 1.6 percentage points. Unfortunately BABA wasn't nearly as successful as these 30 stocks and hedge funds that were betting on BABA were disappointed as the stock returned -0.4% since the end of December (through 3/12) and underperformed the market. If you are interested in investing in large cap stocks with huge upside potential, you should check out the more diversified list of the top 30 most popular stocks among hedge funds as many of these stocks already outperformed the market since 2019.","news_type":1},"isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}