You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
阿裏巴巴二季度13F持倉:B站仍被看好 清倉團購網站Groupon
本文來源於財聯社
當地時間週一,阿裏巴巴向美國證券交易委員會(SEC)遞交了二季度13F持倉報告。報告顯示,阿裏巴巴二季度持倉總市值達到了21.36億美元,較一季度的19.19億美元環比增長近11.3%。
根據專業數據平臺Whalewisdom的統計,阿裏巴巴在第二季已增持電子商務公司1stdibs,持有146萬股,其市值已達到5100萬美元,在其投資組合中佔比2.39%。此外該公司清倉了團購網站Groupon。
在二季度持倉中,嗶哩嗶哩仍然是阿裏巴巴的重倉股,持有1000萬股,市值12.2億美元,其次是微博和小鵬汽車也是前十大重倉股之一,分別持有900萬份ADR和665萬份ADR。

我們從中發現,自阿裏巴巴在2019年第一季度建倉嗶哩嗶哩以來,該公司並沒有做出任何賣出動作,且在今年第一和第二季度的投資組合中比重佔比最高。
阿裏巴巴爲什麼如此看好嗶哩嗶哩?
據悉,視頻網站嗶哩嗶哩(Bilibili,簡稱B站)日活躍用戶突破6500萬,這一數字已超越優酷,成爲僅次於愛奇藝和騰訊視頻的第三大長視頻平臺。
近年來,專注於動漫、二次元文化、遊戲等領域的B站開始發力,且該公司的活躍用戶持續增長,這一趨勢有望打破騰訊、優酷、愛奇藝“三足鼎立”的局面。
德意志銀行分析師Leo Chiang近日首次給予嗶哩嗶哩評級爲“買入”。他表示,目前,50%的中國年輕一代都在使用嗶哩嗶哩。該行認爲該公司在進一步搶佔互聯網媒體市場份額方面有很大的增長空間,並對該公司月活躍用戶數量增長一倍的目標充滿信心。
免責聲明:本文版權歸第三方作者所有,相關授權事宜請聯繫原作者。文中觀點均來自原作者,不代表金十觀點及立場。特別提醒,本文內容僅供參考,不作爲實際操作建議,交易風險自擔。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.