近期,景林资产披露2025年三季度13F文件。截至三季度末,其美股持仓规模攀升至44.4亿美元,较二季度的28.73亿美元大幅增长超50%。从最新布局动作来看,景林资产的美股投资版图已发生明显重构,三季度新进9只个股,其中大举建仓自动驾驶企业文远知行268.4万股,同时加仓消费与电商板块,亚朵成为三季度第二大增持标的,新增持股超208万股。整体而言,自动驾驶、消费、电商已明确成为景林资产美股投资的...
Source Link近期,景林资产披露2025年三季度13F文件。截至三季度末,其美股持仓规模攀升至44.4亿美元,较二季度的28.73亿美元大幅增长超50%。从最新布局动作来看,景林资产的美股投资版图已发生明显重构,三季度新进9只个股,其中大举建仓自动驾驶企业文远知行268.4万股,同时加仓消费与电商板块,亚朵成为三季度第二大增持标的,新增持股超208万股。整体而言,自动驾驶、消费、电商已明确成为景林资产美股投资的...
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