近日,景林资产披露美股二季度末持仓情况。景林资产的十大重仓股名单发生大幅调整,多家中外互联网巨头跻身其中,但同时清仓多只明星科技股。其中,第一大重仓股是美股社交巨头——Meta,持仓占比高达25.46%,市值超过7.3亿美元。从披露数据来看,千亿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,截至2025年二季度末,这家中国对冲基金的美股持仓达到了28.73亿美元,约合人民币206亿元。今年...
Source Link近日,景林资产披露美股二季度末持仓情况。景林资产的十大重仓股名单发生大幅调整,多家中外互联网巨头跻身其中,但同时清仓多只明星科技股。其中,第一大重仓股是美股社交巨头——Meta,持仓占比高达25.46%,市值超过7.3亿美元。从披露数据来看,千亿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,截至2025年二季度末,这家中国对冲基金的美股持仓达到了28.73亿美元,约合人民币206亿元。今年...
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