贝壳(BEKE)2月18日夜盘大涨5.92%,引发市场广泛关注。虽暂无直接消息能解释这一涨幅,但从近期私募机构调仓动向来看,贝壳这只中概股获得一些机构的青睐,或成为推动力之一。
根据最新披露的13F报告,高瓴资本等私募巨头在上季度大幅增持贝壳股票,高瓴持仓数量环比上涨30.38%,高瓴资本旗下专攻二级市场HHLR基金也在新进了贝壳。与此同时,景林资产则维持对贝壳的重仓。
分析人士认为,这些知名私募机构重仓贝壳反映出它们对中概股投资价值的认可,以及对中国经济长期增长前景的信心。随着外资持续关注中国市场,中概股面临估值修复的机遇,贝壳等被私募机构看好的中概股或将获得投资青睐。
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