私募巨头景林资产的海外子公司景林资产管理香港有限公司(以下简称景林香港公司),近期向美国证券交易委员会(SEC)提交了截至2025年一季度末的美股持仓数据,其持仓总市值为32.28亿美元(约合232.78亿元人民币),较去年底有所增加。今年一季度,景林香港公司新进阿里巴巴、禾赛科技等,加仓了脸书母公司Meta、贝壳、台积电、新东方等,减持了谷歌、微软、Sea、好未来等,清仓了英伟达、亚马逊、...
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