千亿巨头景林资产,精准抄底!重仓中国资产
Zhong Guo Zheng Quan Bao·2025-08-10 04:42
炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 千亿级私募景林资产,海外调仓换股路径曝光。 近日,景林资产在美国证券交易委员会(SEC)公布了截至2025年二季度末的美股持仓情况。公司前十 大重仓股名单出现显著调整,在继续重仓中国资产的基础上,加仓脸书母公司META、英伟达、谷歌等 科技股,清仓苹果、辉瑞、传奇生物、中通快递等公司。 | Stock | History | Sector | Shares Held or | Market | 96 of | Previous % of | Rank | Change in | % Change | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | Principal | Value J | Portfolio | Portfolio | | Shares | | | | | | Amt | | | | | | | | RERE | History | CONSUMER DISCRETIONARY | 525,000 | 1,737,750 | 0 ...