鍗庡皵琛?3F姹囨€伙細瀵瑰啿鍩洪噾澶т浆浠洓瀛e害鏄€庝箞璋冧粨鐨勶紵
銆€銆€鏉ユ簮锛氬崕灏旇瑙侀椈 璧甸
銆€銆€瀹岀編閿欒繃绉戞妧鑲″弽寮广€佸ぇ涓惧鎸佷腑姒傝偂銆佺媯鎶涜姱鐗囪偂锛庯紟锛庯紟锛庯紟
銆€銆€杩戞棩锛岀編鍥藉瀹跺鍐插熀閲戠悍绾锋彁浜や簡鍘诲勾绗洓瀛e害鎸佷粨鎶ュ憡锛?3F鏂囦欢锛夛紝璧勭宸ㄥご浠殑鏈€鏂板姩鍚戞诞鍑烘按闈€€?/p>
銆€銆€鎶ュ憡鏄剧ず锛?strong>涓嶅皯鍩洪噾缁忕悊鍦ㄧ鍥涘搴︽姏鍞簡缇庤偂绉戞妧鑲★紝瀹岀編閿欒繃浜嗕粖骞村勾鍒濅互鏉ョ殑鍙嶅脊锛屽彟涓€澶т寒鐐规槸鈥滃ぇ绌哄ご鈥滿ichael Burry绛夌煡鍚嶅鍐插熀閲戝ぇ涓惧鎸佷腑姒傝偂銆傚鍙楀叧娉ㄧ殑鑲$宸磋彶鐗瑰垯澶у箙鐮嶄粨鍙扮Н鐢?/a>锛岀户缁拱鑻规灉銆佸崠閾惰鑲°€?/strong>
銆€銆€姝ゅ锛屾牴鎹獟浣撴渶鏂版眹缂栫殑鏁版嵁锛屽鍐插熀閲戣涓氬洓瀛e害鍗栧嚭823涓囪偂寰蒋鑲$エ锛岀患鍚堟寔浠撳競鍊间笅闄?3.7浜跨編鍏冦€傚洓瀛e害涔板叆甯傚€?6浜跨編鍏冪殑闃块噷宸村反鑲$エ锛屽鎸佺殑甯傚€艰秴杩囧叾浠栦釜鑲$殑鍙樺寲銆?/p>
銆€銆€瀹岀編閿欒繃绉戞妧鑲″弽寮?/strong>
銆€銆€灏卞湪缇庤偂绉戞妧鑲″垱杩?0骞存潵鏈€浣冲紑灞€涔嬪墠锛屽涓瘜璞鏃忓姙鍏绗洓瀛e害鎶涘敭绉戞妧鑲°€?/strong>
銆€銆€渚嬪锛孖coniq Capital鍜?a href=https://stock.finance.sina.com.cn/usstock/quotes/WMT.html class="keyword" target=_blank data-sudaclick="content_marketkeywords_p">娌冨皵鐜?/a>鍒涘浜烘矁灏旈】瀹舵棌鐨勬姇璧勫叕鍙告姏鍞簡浜戣绠楀叕鍙窼nowflake鐨勮偂绁紝鐒惰€岃鍏徃鑲′环鍦?022骞村ぇ骞呬笅婊戝悗锛屼粖骞村弽寮逛簡20%銆?/p>
銆€銆€寰烽瞾鑲背鍕掔殑Duquesne瀹舵棌鍔炲叕瀹ゅ湪绗洓瀛e害娓呬粨浜嗗井杞紝杩欏绉戞妧宸ㄥご鍦ㄥ幓骞翠笅璺屼簡29%锛屼絾浠婂勾杩勪粖涓婃定浜?3%锛屽悓鏃跺叾杩樻竻浠撲簡绗笁瀛e害鍒氬垰寤轰粨鐨?a href=https://stock.finance.sina.com.cn/usstock/quotes/AMZN.html class="keyword" target=_blank data-sudaclick="content_marketkeywords_p">浜氶┈閫?/a>锛岃鑲′粖骞磋縿浠婂凡涓婃定16%銆?/p>
銆€銆€褰撶劧锛屽苟涓嶆槸鎵€鏈変汉閮藉湪鎶涘敭锛屼竴浜涘鍐插熀閲戝湪绗洓瀛e害鏄庢櫤鍦板姞澶т簡瀵圭鎶€鑲$殑鎶兼敞銆傚鏉捐祫鏈鎸佷簡23%鐨勫井杞偂浠斤紝鍚屾椂寰蒋涔熸槸鑰佽檸鐜悆绗竴閲嶄粨鑲°€備笌姝ゅ悓鏃讹紝璧涙€澛峰崱鎷夋浖鏃椾笅鐨凚aupost Group涔熷皢鍏舵寔鏈夌殑浜氶┈閫婅偂浠藉鍔犱簡涓ゅ€嶅銆?/p>
銆€銆€澶т妇澧炴寔涓鑲?/strong>
銆€銆€璋冧粨鐨勫彟涓€澶т寒鐐规槸锛屸€滃ぇ绌哄ご鈥濆師鍨婱ichael Burry銆佸瘒鍥捐祫鏈瓑澶氬鐭ュ悕瀵瑰啿鍩洪噾澶т妇鎶兼敞涓浗鍏徃銆?/strong>
銆€銆€13F鏂囦欢鏄剧ず锛孊urry鍘诲勾鍥涘搴︿拱鍏?涓囪偂闃块噷宸村反锛?.5涓囪偂浜笢锛岃繖涓ょ瑪鎶曡祫鏄叾鍘诲勾骞存湯鏈€澶х殑鎶曡祫鍔ㄤ綔涔嬩竴銆侻ichael Burry锛屾浘鍥犲噯纭娴嬩簡2008骞寸編鍥芥埧鍦颁骇娉℃搏鐮磋鑰屼竴涓炬垚鍚嶏紝鍚庡張琚啓杩涖€婂ぇ绌哄ご銆嬩竴涔︿互鍙婂悓鍚嶇數褰变腑銆?/p>
銆€銆€鍒嗘瀽鎸囧嚭锛孧ichael Burry浣滀负涓€浣嶅梾瑙夋晱閿愮殑浠峰€兼姇璧勮€咃紝鍦ㄤ腑鍥藉鑻忕殑澶ц儗鏅笅锛屾垨鐪嬪埌杩欎袱鍙腑姒傝偂鑲$エ瓒呭崠鍚庣殑纭畾鎬с€?/p>
銆€銆€涓庢鍚屾椂锛孎arallon Capital澧炴寔浜?20鑲¢樋閲屽反宸磋偂浠斤紝鑰屽瘒鍥捐祫鏈鎸佷簡479.6涓囪偂闃块噷宸村反鑲′唤鍜?22涓囪偂浜笢鑲′唤銆?/p>
銆€銆€闅忕潃涓浗浼樺寲闃茬柅鎺柦锛岀粡娴庢寔缁鑻忥紝娴峰鎶曡祫鑰呬拱鐖嗕腑鍥借祫浜э紝骞村垵璧勯噾娴佸叆鍒涜褰曘€?a href=https://stock.finance.sina.com.cn/usstock/quotes/BAC.html class="keyword" target=_blank data-sudaclick="content_marketkeywords_p">缇庡浗閾惰鍏ㄧ悆鐮旂┒鎵€鐨勬暟鎹樉绀猴紝浼樺寲闃茬柅鎺柦淇冧娇鏂板叴甯傚満鑲$エ娴佸叆鍒涚邯褰曪紝骞舵湁鍔╀簬鎻愭尟浠庡師娌瑰埌娆ф床濂緢鍝佺瓑璧勪骇銆?/p>
銆€銆€宸磋彶鐗圭媯鎶涒€滆姱鐗囥€侀摱琛岃偂鈥?/strong>
銆€銆€鑷充簬澶囧彈甯傚満鍏虫敞鐨勮偂绁炲反鑿茬壒锛屽ぇ骞呮姏鍞彴绉數锛岀户缁拱鑻规灉銆佸崠閾惰鑲°€?/strong>
銆€銆€鍛ㄤ笁鏁版嵁鏄剧ず锛屽反鑿茬壒鍦ㄥ洓瀛e害澶т妇鍑忔寔涓夊搴﹀垰寤轰粨鐨勫彴绉數锛屽崠鍑鸿繎5177涓囪偂锛屽噺鎸佹瘮渚嬮珮杈?6%锛岃繖瀵艰嚧鍙扮Н鐢电編鑲$洏鍓嶈穼閫?%銆?/p>
銆€銆€鍊煎緱涓€鎻愮殑鏄紝鐪嬭“鑺墖鑲$殑杩樻湁鍏ㄧ悆鏈€澶у鍐插熀閲戞ˉ姘淬€傛ˉ姘村熀閲戝湪鍘诲勾鍥涘搴︽竻浠撲簡AMD銆?a href=https://stock.finance.sina.com.cn/usstock/quotes/MU.html class="keyword" target=_blank data-sudaclick="content_marketkeywords_p">缇庡厜绉戞妧锛岃嫳浼熻揪涓夊彧缇庡浗鑺墖宸ㄥご锛?a href=https://stock.finance.sina.com.cn/usstock/quotes/TXN.html class="keyword" target=_blank data-sudaclick="content_marketkeywords_p">寰峰窞浠櫒绛夎姱鐗囦骇涓氶摼鐩稿叧鐨勫鍙釜鑲′篃琚姏鍞竴绌恒€?/p>
銆€銆€姝ゅ锛屽反鑿茬壒鍐嶅害瀵规浘鈥滃ぇ鐖扁€濈殑閾惰鑲″姩鎵嬶紝绾界害閾惰姊呴殕鍏徃銆佺編鍥?a href=https://stock.finance.sina.com.cn/usstock/quotes/USB.html class="keyword" target=_blank data-sudaclick="content_marketkeywords_p">鍚堜紬閾惰鐨勫噺鎸佸箙搴﹂珮杈?9%銆?1%銆備集鍏嬪笇灏旀寔鏈夌編鍥藉悎浼楅摱琛岄暱杈?7骞达紝鍘诲勾涓夊搴﹀紑濮嬪ぇ涓惧噺鎸併€?/p>
銆€銆€鍚屾椂锛屽反鑿茬壒鍐嶅害鍔犱粨绗竴澶ч噸浠撹偂鑻规灉锛屾寔浠撴暟閲忚揪鍒?.95浜胯偂锛屽洓瀛e害骞舵病鏈夋柊寤轰粨浠讳綍涓偂銆?/p>
銆€銆€鍊哄埜鍥炲綊銆佹贩涔辫皟浠?/strong>
銆€銆€鍏朵粬鍊煎緱鐩樼偣鐨勬槸锛屽€哄埜鎸佷粨鐨勫洖褰掞紝浠ュ強鏈€涓烘贩涔辩殑璋冧粨锛庯紟锛庯紟锛庯紟
銆€銆€Elliott鍜屾墍缃楁柉鍩洪噾绠$悊鍏徃鍦ㄧ鍥涘搴﹂兘鎶湶浜嗗€哄埜澶村锛孍lliott鎸佹湁涓€瀹堕珮鏀剁泭鍏徃鍊篍TF HYG鐨勫ご瀵革紝鎵€缃楁柉鍩洪噾绠$悊涔板叆浜嗙害2.55浜跨編鍏冪殑鎶曡祫绾у叕鍙稿€恒€?/p>
銆€銆€鏈€涓烘贩涔辩殑璋冧粨鑾繃浜嶮averick Capital锛屽皬鐗涜祫鏈琈averick Capital鐨凩ee Ainslie鏂板缓浠?22鍙釜鑲★紝娓呬粨90鍙釜鑲★紝鍏朵腑鏈€澶х殑涓€绗旀槸澧炴寔140涓囪偂Catalent Inc鑲′唤锛岃鍏徃涓昏涓鸿嵂鐗┿€佺敓鐗╁埗鍝佸拰娑堣垂鍋ュ悍浜у搧鎻愪緵浜や粯鎶€鏈拰寮€鍙戣В鍐虫柟妗堛€?/p>