橋水基金撤出中國,將數十億美元轉向美國大型科技股

来源: 2025-08-17 03:43:48 [博客] [旧帖] [给我悄悄话] 本文已被阅读:

 

Bridgewater Associates exited its holdings in U.S.-listed Chinese companies in the second quarter, signaling a decisive retreat as geopolitical tensions and shifting sentiment darkened the outlook for the world's second-largest economy.
橋水基金在第二季度退出了對美國上市中國公司的持股,這標誌着在地緣政治緊張局勢和市場情緒轉變導致全球第二大經濟體前景黯淡的情況下,橋水基金做出了決定性的撤退。
According to its August 13 13F filing, the hedge fund sold positions in 16 Chinese stocks worth $1.41 billion, including e-commerce giants Alibaba Group (NYSE:BABA), JD.com (NASDAQ:JD), and PDD Holdings (NASDAQ:PDD), search engine Baidu (NASDAQ:BIDU), electric vehicle maker Nio (NYSE:NIO), travel platform Trip.com Group (NASDAQ:TCOM), and restaurant chain Yum China (NYSE:YUMC).
根據其8月13日提交的13F文件,該對沖基金賣出了價值14.1億美元的16只中國股票,包括電子商務巨頭阿里巴巴(臨時代碼:BABA)、京東(納斯達克:JD)和拼多多(納斯達克:PDD),搜索引擎百度(納斯達克:BIDU),電動汽車製造商蔚來汽車(紐交所:NIO),旅行平台攜程網(納斯達克:TCOM),以及餐飲連鎖百勝中國(紐交所:YUMC)。
Bridgewater also closed its indirect exposure to China...