Viking Global二季度建仓做多迪士尼和礼来制药等。增持摩根大通、麦当劳等。清仓联合健康、财捷、奈飞等。减持Meta、Carvana等。重仓美国银行、嘉信理财、Capital One、摩根大通、US Bancorp。

金融界
Aug 15
Viking Global二季度建仓做多迪士尼礼来制药等。增持摩根大通麦当劳等。清仓联合健康财捷奈飞等。减持MetaCarvana等。重仓美国银行嘉信理财、Capital One、摩根大通、US Bancorp。

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