David Tepper:中国股票仓位接近四成

美港电讯
16 Nov 2024

【David Tepper:中国股票仓位接近四成】金十数据11月16日讯,对冲基金传奇人物大卫.泰珀(David Tepper)旗下基金Appaloosa资管投资中国股票的仓位从上季度末的26%提升至38%,大举加仓了拼多多、京东、贝壳等中概股。其中,加仓拼多多高达336万股,季末持仓达到530万股,持仓市值7.15亿美元。与此同时,上述基金相对少量地减持了阿里巴巴、百度、中国大盘股ETF(FXI)、中国海外互联网ETF(KWEB)的仓位。值得一提的是,阿里巴巴三季度股价涨幅接近50%,虽然Appaloosa进行了部分减持,该股的持仓市值比例反而有所上升。

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