随着高毅资产、高瓴资本等知名私募美股持仓披露落下帷幕,头部机构布局图谱愈发清晰。据美国证券交易委员会(SEC)公示信息,去年四季度,谷歌、英伟达等科技巨头成为知名私募组团加码的对象,东方港湾和景林资产更是将谷歌加码成美股持仓第一大重仓股。与此同时,在中国消费逐步修复的过程中,越来越多私募也开始关注业绩有望改善的大消费领域。在头部机构看来,AI产业快速发展背景下,算力、AI应用等方向仍将是今年投资的...
Source Link随着高毅资产、高瓴资本等知名私募美股持仓披露落下帷幕,头部机构布局图谱愈发清晰。据美国证券交易委员会(SEC)公示信息,去年四季度,谷歌、英伟达等科技巨头成为知名私募组团加码的对象,东方港湾和景林资产更是将谷歌加码成美股持仓第一大重仓股。与此同时,在中国消费逐步修复的过程中,越来越多私募也开始关注业绩有望改善的大消费领域。在头部机构看来,AI产业快速发展背景下,算力、AI应用等方向仍将是今年投资的...
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