景林資產最新美股操盤：蘋果獲最大幅度加倉，狂賣微軟、英偉達
當地時間11月8日，中國內地最負盛名的“美股買家”景林資產在美國證券交易委員會（SEC）公佈了今年三季度末的美股持倉情況。
13F文件顯示，截至9月30日，景林資產的持倉總市值達到31.5億美元（摺合226億元人民幣），較第二季度末的37.9億美元規模小幅下降。
在第三季度的持倉中，景林資產新進6個標的，增持10個標的，清倉12個標的，減持12個標的。其中，前十大持倉標的佔總市值的86.23%。
其中，第一大重倉股為拼多多，持倉約452萬股，持倉市值約6.09億美元，佔投資組合比例的19.33%，較二季度持倉數量減少了13.24%。
Meta Platforms位居第二，持倉約86萬股，持倉市值約4.94億美元，佔投資組合比例的15.69%，較二季度持倉數量減少了25.67%。
網易位居第三，持倉約328萬股，持倉市值約3.07億美元，佔投資組合比例的9.73%，較二季度持倉數量下降14.16%。
其後的排位依次為：台積電9.49%、滿幫6.93%、富途控股5.72%、蘋果5.60%、中通快遞4.7%、Doordash4.68%、新東方4.36%。
在Q3增持的10個標的中，景林對蘋果、中通快速、騰訊音樂、阿里巴巴、好未來的加倉規模最大。
其中，第三季度景林增持了59.1萬的蘋果公司，而這一操作與“股神”巴菲特相反。
巴菲特在今年二、三季度分別減持了50%、25%的蘋果股票。市場普遍關注，下週將公佈的伯克希爾13F中，“股神”還會拋售哪些個股。
第三季度，景林Q3減持的前五大標的包括：微軟、英偉達、台積電、阿斯麥、iShares費城半導體ETF。
三季度，景林新進新加坡科技巨頭Sea Limited（佔比0.26%）、谷歌（佔比0.25%）、百濟神州（佔比0.22%）、傳奇生物（佔比0.10%）、輝瑞（佔比0.09%）、戴爾（佔比0.03%）。
三季度，景林還清倉了12個標的，包括波士頓科學、默沙東、賽默飛世爾、美國雅保、亞馬遜、諾和諾德、阿斯麥、iShares費城半導體ETF、特斯拉、摯文集團、1藥網、理想汽車。
總體來看，景林資產在三季度對其投資組合進行了全面調整，以適應當前市場環境的變化。通過減持部分過往重倉股並增持具有潛力的新股，旨在優化其投資組合結構並尋求更好的投資回報。
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