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對衝基金經理David Tepper上季減持阿里巴巴及京東等中概股
對衝基金經理David Tepper旗下Appaloosa Management在第二季增持買入陷入困境的聯合健康(UNH.US),同時減持中概股。 根據監管文件,Appaloosa增持聯合健康230萬股股票,總值達7.64億美元,目前聯合健康佔其股票投資組合的約11.9%,是其第二大持股。 上季度,Appaloosa大幅減持中概股,將阿里巴巴(BABA.US)的持股減少逾20%至710萬股,總值約8.02億美元,但仍爲該基金的最大持股,同時將京東(JD.US)持股減少13%,百度(BIDU.US)持股減少19%,拼多多(PDD.US)持股減少超過50%。
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