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高毅清仓,高瓴加仓!他们的判断为何截然相反?

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
高毅清仓,高瓴加仓!他们的判断为何截然相反?

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