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橡樹資本次季清倉京東百度等 增持貝殼
美國資產管理公司橡樹資本(Oaktree Capital)向美國證券交易委員會提交的13F持倉報告顯示,該基金在2025年第二季度對中概股組合進行大幅調整,清倉京東(JD.US)、嗶哩嗶哩(BILI.US)、百度(BIDU.US)等多隻股票,同時首次買入滿幫(YMM.US),並增持看准(BZ.US)和貝殼(BEKE.US)。
被清倉的6隻中概股中,京東與百度先前均為其前十大持股。
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