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开心唠唠虎
2024-05-17

shumu

Iconic switch? Big-name hedge funds reduce their holdings of U.S. stocks "Seven Sisters" and increase their holdings of Chinese concept stocks such as Ali

互联网科技公司的盈利向好、市场整体估值较低，进一步放大了中国股票的吸引力。

Iconic switch? Big-name hedge funds reduce their holdings of U.S. stocks "Seven Sisters" and increase their holdings of Chinese concept stocks such as Ali

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Big-name hedge funds reduce their holdings of U.S. stocks \"Seven Sisters\" and increase their holdings of Chinese concept stocks such as Ali","url":"https://stock-news.laohu8.com/highlight/detail?id=2436341519","media":"华尔街见闻","summary":"互联网科技公司的盈利向好、市场整体估值较低，进一步放大了中国股票的吸引力。","content":"<p><html><head></head><body>In the first quarter, hedge fund tycoon David Tepper significantly increased his holdings of Ali,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>And<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, the positions of Chinese concept stocks and Chinese ETFs reached 24%.</p><p><p style=\"text-align: justify;\">Hedge fund bosses took the lead in pouring into Chinese concept stocks.</p><p><p style=\"text-align: justify;\">Regulatory documents show that in the first quarter of this year, Appaloosa Management, a hedge fund owned by well-known American billionaire investor and hedge fund legend David Tepper<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Doubled your position,<strong>Ali became the largest holding in its $6.7 billion stock portfolio.</strong></p><p><p style=\"text-align: justify;\">The fund also increased its holdings in Pinduoduo and Baidu, and built positions<a href=\"https://laohu8.com/S/JD\">JD.com</a>And FXI and KWEB, two Chinese exchange funds, reduced their holdings in JD.com,<a href=\"https://laohu8.com/S/NIO\">Nio</a>And ideals.</p><p><p style=\"text-align: justify;\">Different from Wall Street's general strategy of focusing on technology stocks, Appaloosa significantly reduced its holdings in the first quarter<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, Meta, the reduction ratios are as high as 45% and 40% respectively,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Positions were also opened, accounting for 18% and 4% respectively.</p><p><p style=\"text-align: justify;\">According to statistics, as of the first quarter,<strong>In Appaloosa's stock portfolio, Chinese concept stocks and Chinese ETFs account for 24%.</strong></p><p><p style=\"text-align: justify;\">Coincidentally, Scion Asset Management, a hedge fund owned by legendary investor Michael Burry, the prototype figure of \"The Big Short\", also increased its holdings of JD.com and Ali in the first quarter, and also increased its holdings of Baidu ADRs by US $4.2 million (American Depositary Receipts).</p><p><p style=\"text-align: justify;\">Regulatory information shows that JD.com is currently the largest holding in the fund's investment portfolio, and Ali is its second largest holding.</p><p><h2 id=\"id_3247067600\">China's stock market broke out, and foreign giants \"exploded buying\"</h2><p style=\"text-align: justify;\">Since the beginning of this year, under the support of the \"national team\" and the boost of favorable policies, China's stock market has rebounded strongly, and the MSCI China Index has soared by nearly 30% since its low in January.</p><p><p style=\"text-align: justify;\">In addition, the profits of Internet technology companies are improving and the overall market valuation is low, which further amplifies the attractiveness of Chinese stocks.</p><p><p style=\"text-align: justify;\">Compared with Burry, Tepper's return is more radical.</p><p><p style=\"text-align: justify;\">According to the data, as of the end of the first quarter, Appaloosa's total investment in Ali has exceeded 800 million US dollars, and its shareholding has increased significantly from 4.35 million shares to about 11.25 million shares, with a position as high as 12%, making Tepper one of Ali's largest shareholders.</p><p><p style=\"text-align: justify;\">Meanwhile, Appaloosa is still<a href=\"https://laohu8.com/S/EEMA\">iShares</a>One of the largest institutional investors in two funds, the FTSE China 50 Index (FXI) and the KraneShares China Internet Index (KWEB).</p><p><p style=\"text-align: justify;\">It is worth noting that Citron Research, an institution famous for short-selling concept stocks in the past, also posted on social media in early trading on Thursday to sing more about Ali.</p><p><p style=\"text-align: justify;\">Citron said that Alibaba is gaining upward momentum, and its stock price is expected to rise above $100. Investors will recognize Alibaba's AI cloud prospects and strategic investment.</p><p></body></html></p>","source":"wallstreetcn_hot_news","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>Iconic switch? Big-name hedge funds reduce their holdings of U.S. stocks \"Seven Sisters\" and increase their holdings of Chinese concept stocks such as Ali</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nIconic switch? Big-name hedge funds reduce their holdings of U.S. stocks \"Seven Sisters\" and increase their holdings of Chinese concept stocks such as Ali\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2024-05-17 09:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>In the first quarter, hedge fund tycoon David Tepper significantly increased his holdings of Ali,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>And<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, the positions of Chinese concept stocks and Chinese ETFs reached 24%.</p><p><p style=\"text-align: justify;\">Hedge fund bosses took the lead in pouring into Chinese concept stocks.</p><p><p style=\"text-align: justify;\">Regulatory documents show that in the first quarter of this year, Appaloosa Management, a hedge fund owned by well-known American billionaire investor and hedge fund legend David Tepper<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Doubled your position,<strong>Ali became the largest holding in its $6.7 billion stock portfolio.</strong></p><p><p style=\"text-align: justify;\">The fund also increased its holdings in Pinduoduo and Baidu, and built positions<a href=\"https://laohu8.com/S/JD\">JD.com</a>And FXI and KWEB, two Chinese exchange funds, reduced their holdings in JD.com,<a href=\"https://laohu8.com/S/NIO\">Nio</a>And ideals.</p><p><p style=\"text-align: justify;\">Different from Wall Street's general strategy of focusing on technology stocks, Appaloosa significantly reduced its holdings in the first quarter<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, Meta, the reduction ratios are as high as 45% and 40% respectively,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Positions were also opened, accounting for 18% and 4% respectively.</p><p><p style=\"text-align: justify;\">According to statistics, as of the first quarter,<strong>In Appaloosa's stock portfolio, Chinese concept stocks and Chinese ETFs account for 24%.</strong></p><p><p style=\"text-align: justify;\">Coincidentally, Scion Asset Management, a hedge fund owned by legendary investor Michael Burry, the prototype figure of \"The Big Short\", also increased its holdings of JD.com and Ali in the first quarter, and also increased its holdings of Baidu ADRs by US $4.2 million (American Depositary Receipts).</p><p><p style=\"text-align: justify;\">Regulatory information shows that JD.com is currently the largest holding in the fund's investment portfolio, and Ali is its second largest holding.</p><p><h2 id=\"id_3247067600\">China's stock market broke out, and foreign giants \"exploded buying\"</h2><p style=\"text-align: justify;\">Since the beginning of this year, under the support of the \"national team\" and the boost of favorable policies, China's stock market has rebounded strongly, and the MSCI China Index has soared by nearly 30% since its low in January.</p><p><p style=\"text-align: justify;\">In addition, the profits of Internet technology companies are improving and the overall market valuation is low, which further amplifies the attractiveness of Chinese stocks.</p><p><p style=\"text-align: justify;\">Compared with Burry, Tepper's return is more radical.</p><p><p style=\"text-align: justify;\">According to the data, as of the end of the first quarter, Appaloosa's total investment in Ali has exceeded 800 million US dollars, and its shareholding has increased significantly from 4.35 million shares to about 11.25 million shares, with a position as high as 12%, making Tepper one of Ali's largest shareholders.</p><p><p style=\"text-align: justify;\">Meanwhile, Appaloosa is still<a href=\"https://laohu8.com/S/EEMA\">iShares</a>One of the largest institutional investors in two funds, the FTSE China 50 Index (FXI) and the KraneShares China Internet Index (KWEB).</p><p><p style=\"text-align: justify;\">It is worth noting that Citron Research, an institution famous for short-selling concept stocks in the past, also posted on social media in early trading on Thursday to sing more about Ali.</p><p><p style=\"text-align: justify;\">Citron said that Alibaba is gaining upward momentum, and its stock price is expected to rise above $100. Investors will recognize Alibaba's AI cloud prospects and strategic investment.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3715117\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5f9645f22da0191fc1f47b6e11604959","relate_stocks":{"YINN":"三倍做多富时中国ETF-Direxion","BABA":"阿里巴巴","KWEB":"中国海外互联网ETF-KraneShares","HXC":"纳斯达克中国金龙指数"},"source_url":"https://wallstreetcn.com/articles/3715117","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2436341519","content_text":"一季度，对冲基金大佬David Tepper大幅增持阿里、拼多多和百度，中概股和中国ETF仓位达到24%。对冲基金大佬带头涌入中概股。监管文件显示，今年一季度，美国知名亿万富豪投资者、对冲基金传奇人物大卫·泰珀（David Tepper）旗下对冲基金Appaloosa Management（阿帕卢萨资管）对阿里巴巴的持仓翻倍，阿里成为其67亿美元股票投资组合中的第一大重仓股。该基金还增持了拼多多、百度，建仓了京东和FXI、KWEB两只中国交易所基金，减持了京东商城、蔚来和理想。与华尔街普遍聚焦于科技股的策略有所不同，Appaloosa在一季度大幅减持英伟达、Meta，减持比例分别高达45%以及40%，微软、亚马逊也遭建仓，比例分别为18%和4%。经数据统计，截至一季度，Appaloosa的股票投资组合中，中概股和中国ETF占比达到24%。无独有偶，《大空头》原型人物、传奇投资者迈克尔·伯里(Michael Burry)旗下的对冲基金Scion Asset Management也在一季度增持了对京东和阿里，还增持了420万美元的百度ADRs（美国存托凭证）。监管信息显示，目前京东是该基金投资组合的最大持仓，阿里为其第二大重仓股。中国股市爆发 外资巨头“爆买”今年年初以来，在“国家队”下场支持和利好政策的提振下，中国股市强劲反弹，MSCI中国指数自1月份低点以来已飙升近30%。此外，互联网科技公司的盈利向好、市场整体估值较低，进一步放大了中国股票的吸引力。和Burry相比，Tepper的回归显得更为激进。数据显示，截至一季度末，Appaloosa对阿里的投资总额已经超过8亿美元，持股规模从从435万股大幅增至约1125万股，仓位高达12%，使泰珀成为阿里的最大股东之一。同时，Appaloosa还是iShares富时中国50指数(FXI)和KraneShares中概互联网指数(KWEB)两只基金的最大基金机构投资者之一。值得注意的是，昔日因做空中概股闻名的机构香橼（Citron Research）周四美股早盘间也在社交媒体发帖唱多阿里。香橼称，阿里巴巴正获得上涨动能，股价有望涨穿100美元，投资者将认识到阿里的AI云前景和战略投资。","news_type":1,"symbols_score_info":{"YINN":1.1,"KWEB":1.1,"BABA":1,"HXC":1.1}},"isVote":1,"tweetType":1,"viewCount":2319,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":5,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}