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華爾街知名基金經理增持中國股票,美國議員對中國資產動心

華爾街知名基金經理增持中國股票,美國議員對中國資產動心。

SEC文件顯示,電影《大空頭》原型Michael Burry在第一季度大舉增持阿里巴巴近67%,阿里巴巴目前位列其第二大重倉股。

美國億萬富豪投資者、對沖基金傳奇人物David Tepper管理的Appaloosa在一季度對阿里巴巴持倉增至1125萬股,持倉市值約為8.14億美元。

具體來看,華爾街知名基金經理Michael Burry繼續押注實物黃金和中概股。

Michael Burry是一位罕見的金融怪才,在2008年金融次貸危機前通過自己的推演計算成功的預測了美國房地產泡沫,在幾乎所有人對房地產無比樂觀之際,從2005年開始通過CDS信用違約互換做空了美國房地產市場,最終獲利頗豐。

從2000年到2008年,Michael Burry管理的對沖基金的總回報率是489.34%,他的故事在2015年被拍成了電影《大空頭》 。

一季度Burry大幅增加實物黃金信託基金,加倉了中概股京東和阿里巴巴。

Burry進進出出中概股多次,之前買入阿里和京東的股票,但去年二季度曾一度清倉阿里和京東,隨後又重新買入,如今又成為其持倉前列的公司。

億萬富翁投資人David Tepper管理的對沖基金Appaloosa Management一季度繼續增持中國資產。

David Tepper管理的Appaloosa 一季度加倉阿里巴巴、拼多多和百度,建倉京東和兩隻美國上市的中國股票ETF。截至一季度末,中國股票和ETF佔到其股票投資組合的24%;減持美股科技七巨頭,包括Meta、亞馬遜、微軟和英偉達。

昔日因做空中概股聞名的空軍香櫞Citron Research在社交媒體上公開唱多阿里巴巴。

香櫞稱,阿里巴巴勢頭強勁,股價有望升穿100美元。香櫞指出,阿里巴巴在中國有望再現微軟和亞馬遜的成功,並表示投資者已認識到阿里在“雲+AI”方面的發展前景,香櫞表示,在中國的大模型領域,阿里巴巴的模型是領先者。

中國資產連續上升,中概互聯網ETF、恒生互聯網ETF、港股通互聯網ETF近20個交易日升超25%。

美國議員都心動了。

據一家專門從事國會議員股票交易研究的數據網站顯示,美國眾議員Josh Gottheimer於4月30日購買騰訊。

戈特海默是眾議院情報特別委員會和資本市場小組委員會的成員,過去幾年,他曾多次交易騰訊的股票。自他這次買入以來,騰訊已上升約15%。

高盛亞洲(除日本)股票資本市場聯席主管王亞軍表示,國際市場對中國資產的信心增強,縱觀近期中國資產受青睞的原因:一是中國經濟回暖,中國PPI、CPI等經濟數據向好;二是行業監管政策清晰透明,向市場傳遞清晰信號;三是出現標杆性項目上市且後市交易可圈可點,提振市場信心。

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