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金融股买买买!索罗斯四季度建仓高盛 清仓英伟达
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Topic: 金融股买买买!索罗斯四季度建仓高盛 清仓英伟达 (Read 71 times)
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金融股买买买!索罗斯四季度建仓高盛 清仓英伟达
November 21, 2017, 06:58:36 AM
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去年四季度中,索罗斯旗下的对冲基金索罗斯基金管理公司(Soros Fund Management)大举购入金融股。
根据周二公布的美国证监会13F文件,2016年四季度中,索罗斯对109家公司的股票进行建仓操作,其中,对潘多拉传媒公司(Pandora Media Inc.)新增逾60万股,也对高盛新增6.21万股,还对美国银行新增17.9万股。
值得一提的是,高盛收盘股价在14日再创新高,达到惊人的249.46美元,突破2007年时247.92美元的收盘纪录。实际上,特朗普当选以来,高盛股价上涨37%,而最近4个交易日更是上涨5%。
回到索罗斯的基金持仓,共计46家公司的股票在四季度被减持,其中,亚马逊被减持1.141万股,eBay则被减持15.6万股,其他被减持的还包括雅培、Netflix、Abbott Labs和VMware等。
此外,索罗斯清仓了127家公司的股票,其中包括英伟达、巴里克黄金公司(Barrick Gold Corp.)、可口可乐和动视暴雪(ATVI)等。
华尔街见闻稍早提及,“明星股”英伟达近日接连被抛售,不到一周的时间中,累计跌幅已达9%,更有市场人士称其如今已成空头狙击对象。巴克莱预计,随着行业竞争的加剧,其估值也越来越显得高昂。
值得注意的是,该基金在上季度中的最大手笔买入是价值7260万美元的金融类S&P Select Sector SPDR Fund看涨期权。
下图为2001年以来索罗斯基金管理公司持仓股票类别变化。不难发现,在四季度中,该基金公司对非必需消费品类股票的投资比例增加约4%。
(图片来自whalewisdom.com)
下图为截至去年四季度末,Soros Fund Management的部分持仓。
《华尔街日报》此前报道,索罗斯原本对去年11月市场持谨慎态度,在当月特朗普当选后立即变得更看空市场,可美股却并未持续走低,而是强劲反弹,索罗斯由此亏损近10亿美元。
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