美國對沖基金二季度加倉零售股並減持大型科技
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楱拌▕璀夊埜8鏈?5鏃ヨ▕锛屾摎璺€忕ぞ鍫遍亾锛屽懆浜屾彁浜ょ郸鐩ｇ姗熸鐨勬枃浠堕’绀猴紝鐩＄浜哄€戝皪缇庝腑璨挎槗鐖涓嶆柗鎿村ぇ鐨勬摂鎲傛棩鐩婂姞鍔囷紝浣嗙編鍦嬬煡鍚嶅皪娌栧熀閲戠稉鐞嗕技涔庡湪绗簩瀛ｅ害澶ц垑鎶艰ɑ缇庡湅缍撴繜灏?/div>
<p>楱拌▕璀夊埜8鏈?5鏃ヨ▕锛屾摎璺€忕ぞ鍫遍亾锛屽懆浜屾彁浜ょ郸鐩ｇ姗熸鐨勬枃浠堕’绀猴紝鐩＄浜哄€戝皪缇庝腑璨挎槗鐖涓嶆柗鎿村ぇ鐨勬摂鎲傛棩鐩婂姞鍔囷紝浣嗙編鍦嬬煡鍚嶅皪娌栧熀閲戠稉鐞嗕技涔庡湪绗簩瀛ｅ害澶ц垑鎶艰ɑ缇庡湅缍撴繜灏囩辜绾屾摯寮点€?/p><p>绗笁榛?Third Point)鍏徃澧炲姞鐬皪鏀粯鍏徃璨濆(PYPL)鍜孷isa(V)鐨勯牠瀵革紝閫欏叐鍌㈠叕鍙镐粖骞磋縿浠婄殑鑲″児婕插箙鍧囪秴閬?9%銆?/p><p>鐢卞剟钀瘜缈佹姇璩囪€呮埓缍?鑹惧洜闇嶆仼(David Einhorn)鍩锋帉鐨勭稜鍏夎硣鏈?Greenlight Capital)鍏徃鍦ㄤ腑浣庢敹鍏ョ殑闆跺敭鍟嗗鍔犵灜鏂伴牠瀵革紝鍖呮嫭Dollar Tree Inc.(DLTR)銆丏ollar General Corp.(DG)銆丟ap Inc.(GPS)鍜孴JX Companies Inc.(TJX)銆俆JX鏄姌鎵ｉ浂鍞晢TJ Maxx鍜孒omeGoods鐨勬瘝鍏徃銆?/p><p>閫插彇鍨嬪皪娌栧熀閲慗ana Partners鍏徃澧炲姞鐬窡韫ゆ婧栨櫘鐖?00鎸囨暩鍜岀緟绱?000鎸囨暩鐨勪氦鏄撳瀷闁嬫斁寮忔寚鏁稿熀閲?ETF)鐨勯牠瀵革紝涓﹀湪瀵屽湅閵€琛?WFC)鍜岄鍝侀厤閫佸叕鍙窯rubHub Inc.(GRUB)涓婂缓绔嬬灜鏂伴牠瀵搞€?/p><p>鍦ㄩ€欎簺鍛ㄦ湡鎬т紒妤灏嶆矕鍩洪噾澧炲姞鐬柊鐨勯牠瀵镐箣闅涳紝缇庡湅鍟嗗嫏閮ㄤ及瑷堬紝缇庡湅绗竴瀛ｅ湅鍏х敓鐢㈢附鍊煎悓姣斿闀?.1%锛岃純绗竴瀛?.2%鐨勫骞呴珮鍑鸿繎涓€鍊嶃€?/p><p>闅ㄨ憲瑷卞鍩洪噾鍏徃闈㈣嚚鎶曡硣鑰呰姹傞檷浣庤不鐢ㄦ垨鏀瑰杽妤妇鐨勫鍔涳紝鍛ㄦ湡鎬т紒妤殑鍙嶅綀灏囨湁鍔╂柤鎻愭尟灏嶆矕鍩洪噾妤殑鍥炲牨鐜囥€傚競鍫寸爺绌跺叕鍙窰edge Fund Research鐨勬暩鎿氶’绀猴紝灏嶆矕鍩洪噾鑷粖骞?鏈堝垵浠ヤ締骞冲潎涓婃疾1.5%锛岄仩浣庢柤鍚屾湡妯欐櫘500鎸囨暩6.2%鐨勬疾骞呫€?/p><p>宸村厠钀婂皪娌栧熀閲?BarclayHedge)绺借绱㈢埦-鐡﹀厠鏂浖(Sol Waksman)琛ㄧず锛氣€滄墍鏈変汉閮藉湪鎷夸竴鍒囪垏妯欐簴鏅埦500鎸囨暩閫茶姣旇純锛岄€欐槸閬庡幓骞惧勾鐨勪竴鍊嬮潪甯稿洶闆ｇ殑闅滅銆傗€?/p><p>灏嶆矕鍩洪噾缍撶悊娌掑搴﹂€氶亷13F鏂囦欢鍚戠編鍦嬭瓑鍒镐氦鏄撳鍝℃渻(SEC)鎶湶鑲＄エ鎸佹湁閲忋€係EC姝よ垑鏄偤鐬В閫欎簺缍撶悊鍦ㄨ常鍑哄拰璨烽€蹭粈楹艰偂绁ㄧ殑鐐烘暩涓嶅鐨勫叕闁嬫柟寮忎箣涓€銆備絾渚濊炒閫欎簺鐢冲牨鏂囦欢渚嗗埗瀹氭姇璩囩瓥鐣ュ瓨鍦ㄤ竴瀹氶ⅷ闅紝鍥犵偤鎶湶鐨勬檪闁撴槸鍦ㄦ瘡鍊嬪搴︾祼鏉熷緦鐨?5澶╋紝鍙兘涓嶆渻鍙嶆槧鐣跺墠鐨勯牠瀵告儏娉併€備笉閬庯紝閫欎簺鍌欐鏂囦欢璁撴垜鍊戝緱浠ヤ竴绐哄皪娌栧熀閲戠稉鐞嗙溂涓€氶亷鍋氬渚嗚澈閷㈡鏈冦€?/p><p>閫欎簺鍌欐鏂囦欢娌掓湁鎶湶鍋氱┖闋锛屾垨鎶艰ɑ鏌愰毣鑲＄エ灏囦笅璺屻€傚洜姝わ紝閫欎簺鍏枊鍌欐鏂囦欢涓︿笉绺芥槸鑳藉畬鏁村湴鍙嶆槧涓€鍌㈣硣鐢㈢鐞嗗叕鍙哥殑鑲＄エ鎸佹湁鎯呮硜銆?/p><p>娓涙寔鈥淔AANG鈥濆ぇ鍨嬬鎶€鑲?/p><p>澶у瀷灏嶆矕鍩洪噾缍撶悊娓涙寔鐬竴浜涒€淔AANG鈥濆ぇ鍨嬬鎶€鑲★紝閫欎簺鑲＄エ鍘诲勾寮曢牁鐬偂甯備笂婕层€傞€欎簺鑲＄エ鍒嗗垾鏄疐acebook (FB)銆佽構鏋?AAPL)銆佷簽棣仠(AMZN)銆佸椋?NFLX)鍜岃胺姝屾瘝鍏徃Alphabet (GOOG,GOOGL)銆?/p><p>绗笁榛炲叕鍙稿嚭鍞灜鎵€鎸丄lphabet鐨勫叏閮ㄨ偂浠斤紝涓﹀嚭鍞灜100钀偂Facebook鑲＄エ锛屼娇鍏跺湪瑭插叕鍙哥殑鎸佽偂姣斾緥娓涘皯鐬?5%銆傝垏姝ゅ悓鏅傦紝瑭插叕鍙稿鎸佺灜杩?10%鐨勫井杌?MSFT)鑲′唤锛岃臣璨风灜170钀偂銆?/p><p>鑸囨鍚屾檪锛?a href="http://www.haine-shop.com/p/constellation-123-25-24-60-55-012-24/">omega 鎵嬮尪瑭曞児</a>鍜孫mega Advisors鍏徃璩ｅ嚭鐬叾鍦ㄥ椋涚殑鍏ㄩ儴鑲℃瑠锛屼甫鍦ㄥ寘鎷Μ寰疯！鍔犵埦鍒惰棩鍏徃(Madrigal Pharmaceuticals Inc., MDGL)鍜孌eciphera鍒惰棩鍏徃(Deciphera Pharmaceuticals Inc., DCPH)鍦ㄥ収鐨勭敓鐗╂妧琛撳叕鍙稿鍔犵灜鎸佽偂銆?/p><p>灏卞湪铇嬫灉鍏徃(AAPL)鎴愮偤棣栧偄甯傚€艰秴閬庤惉鍎勭編鍏冪殑缇庡湅涓婂競鍏徃鐨勫咕鍛ㄥ墠锛屼竴浜涚煡鍚嶅熀閲戠稉鐞嗗ぇ骞呮笡鎸佺灜鎵嬩腑鐨勮構鏋滆偂浠姐€?/p><p>鎰涘洜闇嶆仼(Einhorn)鐨勭稜鍏夎硣鏈叕鍙?Greenlight Capital)灏囨墍鎸佺殑铇嬫灉鑲′唤鍓婃笡鐬?7%锛岃€岃彶鍒╂櫘-鎷夎睈(Philippe Laffont)鐨凜oatue璩囩敘绠＄悊鍏徃鍓囧皣鎵€鎸佺殑铇嬫灉鑲′唤鍓婃笡鐬?5%銆傚挩瑭㈠叕鍙搁墕鐭冲北璩囨湰绠＄悊鍏徃(Diamond Hill Capital Management)鍓婃笡鐬?7%鐨勮構鏋滆偂浠姐€傚叾浠栧ぇ鑲℃澅锛屽寘鎷寰锋柉璩囨湰鍏徃(Sanders Capital)鍜屾ǜ鑼ㄨ寘鏂硣鏈悎澶ュ叕鍙?Adage Capital Partners)锛屽湪绗簩瀛ｅ害闅诲墛娓涚灜灏戦噺灏嶈構鏋滅殑鎸佽偂銆傦紙鐖惧か锛?/p>
姝ｆ枃宸茬祼鏉燂紝鎮ㄥ彲浠ユ寜alt+4閫茶瑭曡珫
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姝ｆ枃宸茬祼鏉燂紝鎮ㄥ彲浠ユ寜alt+4閫茶瑭曡珫
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