機構季度持倉出爐:大摩、挪威主權基金等大幅增持阿里巴巴
被稱爲"市場風向標"的13F季度持倉報告正在陸續出爐中。各機構最新13F顯示,截至2024年12月31日,摩根士丹利、全球規模最大的挪威主權基金、"華爾街抄底王"大衛·泰珀管理的Appaloosa、英偉達等美國頭部科技公司投資者Primecap Management等紛紛增持阿里巴巴。
Primecap是特斯拉的早期投資者,也重倉持有英偉達,該機構長期持有阿里巴巴股票,Q4繼續小幅增持,持倉增至2195.5萬股。
挪威央行(Norges Bank)通過其下屬機構Norges Bank Investment Management(NBIM)管理運營挪威主權基金,該基金是全球最大的主權基金。13F顯示,挪威央行從Q2 持股563.4萬股阿里巴巴,增持至Q4的690.5萬股,增持127.1萬股。
摩根士丹利季度增持254萬股阿里巴巴股票,持倉增至1214萬股。大衛·泰珀管理的Appaloosa將對阿里的持股從1000萬股增持至1184萬股,持倉佔比達到16%,是第一大重倉股。量化投資鼻祖文藝復興(Renaissance Technologies LLC)本季度翻倍加倉阿里巴巴至299.5萬股。海納國際集團(Susquehanna International Group)本季度增持131.8萬股阿里股份。段永平投資賬戶H&H International Investment本季度繼續微增阿里至545.08萬股,持倉佔比3.2%。
近日來,市場重識阿里AI價值潛力,帶動阿里股價飆升,創過去3年來新高。
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