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高瓴抄底阿里!增仓蔚来、小鹏,新能源汽车机会来了吗

从前十大重仓股来看,高瓴二季度持仓整体变动不大。而在高瓴持仓期间的2019年至今年二季度末,百济神州股价涨幅累计达到了1.4倍。2021年8月5日,百济神州公布其第二季度及上半年财务业绩。截至二季度末,持仓爱彼迎3.2亿美元,新进成为第八大重仓股。截至二季度末,高瓴持仓唯品会、名创优品市值分别为1.79亿美元、1.17亿美元。今年以来,新能源汽车销量进一步提速。在高瓴增仓的“信号”下,蔚来、小鹏等新能源汽车的“机会”或再度加码。
高瓴抄底阿里!增仓蔚来、小鹏,新能源汽车机会来了吗

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