对冲基金Q3如何看中概？橡树资本调仓，David Tepper“小幅减仓”但整体重仓，桥水则已远离

Group 1 - Major hedge funds have adopted differentiated strategies for Chinese concept stocks in Q3, despite a bull market for these stocks this year [1] - Oak Tree Capital has significantly restructured its investment portfolio in Chinese stocks, completely liquidating its position in Beike [2] - Appaloosa Fund, led by billionaire investor David Tepper, has strategically adjusted its holdings, increasing its stake in Baidu while reducing its positions in Alibaba and others [3] Group 2 - Oak Tree Capital exited $6.9 million worth of Alibaba convertible bonds and $7.3 million in Huazhu Group bonds, while increasing its position in BOSS Zhipin by 5% [2] - Appaloosa Fund increased its Baidu holdings by 42% to 1 million shares, raising its market value from $53.6 million to $137.7 million [3] - Bridgewater Fund has maintained a zero exposure strategy to Chinese concept stocks, continuing its avoidance since Q2, having liquidated a $1.4 billion portfolio [4]