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段永平旗下H&H持倉曝光,增持谷歌、西方石油

段永平突發出手,最新千億持倉曝光。

段永平在美國管理的一個投資賬户此前被網友們挖出,機構名為“H&H International Investment”。

H&H提交的最新數據顯示,截至三季度,持有8只美股,持倉市值165.41億美元,約合人民幣1196億。

蘋果是段永平的頭號重倉股,截至三季度末,其管理的H&H持有蘋果的市值達122.95億美金,持倉佔比為74.33%。H&H還持有伯克希爾B的市值17.41億美元,持倉佔比為10.52%。

相比二季度末,段永平管理的H&H三季度減持蘋果、伯克希爾B、阿里巴巴和莫德納;增持谷歌C、拼多多和西方石油;對迪士尼持倉不變;清倉美國銀行。

段永平跟巴菲特“神同步”,三季度減持蘋果和美國銀行。段永平旗下H&H二季度末持有10.79萬股美國銀行,持倉數量較少,三季度直接清倉了。

有“中國巴菲特”之稱的段永平,此前在社交媒體上透露過,他管的投資裏,美股主要在蘋果,A股主要在茅台,港股主要是騰訊。

值得一提的是,騰訊財報近期披露,段永平突然出手!表示買了點騰訊。

段永平點評,不意外的財報,賣點put。

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