"The Big Short" Michael Burry increased his holdings in Alibaba and Baidu, while significantly cutting his position in JD.com

智通財經
2024.08.14 18:54
對 Scion Asset Management LLC 13F 申報文件的分析顯示，在截至 6 月 30 日的三個月，這家 “大空頭” Michael Burry 的對沖基金增持了百度和阿里巴巴。其中，增加阿里巴巴 ADR 持倉 3 萬份，增加百度 ADR 持倉 3.5 萬份，減少京東 ADR 持倉 11 萬份，阿里巴巴仍然是其最大持股，資產佔比為 21%。
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