千亿景林持仓曝光!与东方港湾但斌不谋而合!共识是AI应用!

私募排排网
Feb 10

当地时间2月6日,私募巨头景林资产的海外主体景林资产管理香港有限公司,向美国证券交易委员会(SEC)提交了截至2025年末的美股持仓数据,持仓市值约为40.45亿美元,有8家公司持仓市值过亿美元。其中增持力度最大的公司是谷歌,持股数量升至269万股,对比上季末增持幅度高达52.81%,持仓占比大增11.18%至20.82%,谷歌也因此成为景林第一大持仓股。减持方面,景林减持力度最大的是英伟达,去年...

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