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

智通财经
Aug 10
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。景林近期对高净值客户表示在当前这一时间节点上非常看好中国未来几年的发展前景。伴随全球地缘政治以及产业格局的变化中国公司的竞争实力正经历着从被显著低估、矮化到逐渐被重新认知再到有望吸引全球资金重新投入的转变过程。虽然当下宏观上面临一些压力但微观上不少企业正在展露出相当的投资机会。

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