Hedge fund Bridgewater offloading stakes in BABA and BIDU

来源: lionhill 于 2025-08-15 03:10:35 [] [博客] [旧帖] [给我悄悄话] 阅读数 : (3662 bytes)
KEY POINTS 
  • Hedge fund giant Bridgewater Associates divested from U.S.-listed Chinese stocks in the second quarter, signaling a clear pullback from the market.
  • Longtime China bull Ray Dalio, who founded Bridgewater Associates, had previously defended his investments in China.
     

  • Hedge fund giant Bridgewater Associates divested from U.S.-listed Chinese stocks in the second quarter, signaling a clear pullback from the market amid rising geopolitical strains and weakening investor confidence in China's economic prospects.

    According to its latest quarterly update to the U.S. Securities and Exchange Commission — known as 13F — on Wednesday, the fund closed out stakes in several Chinese companies, including major names like Baidu, Alibaba, JD.com, PDD Holdings, Nio, Trip.com Group, and Yum China. Other names include Qifu Technology and Ke Holdings.

所有跟帖： 

• I still remember Dalio went almost all in China market -晓炎- ♀ 给 晓炎 发送悄悄话 晓炎 的博客首页 (737 bytes) () 08/15/2025 postreply 04:56:21

• 不客气，随便发发，有收获就好 -lionhill- ♂ 给 lionhill 发送悄悄话 lionhill 的博客首页 (0 bytes) () 08/15/2025 postreply 05:16:26

• Your posts streamlined my reading and boosted my efficiency, -晓炎- ♀ 给 晓炎 发送悄悄话 晓炎 的博客首页 (23 bytes) () 08/15/2025 postreply 05:21:07

• 好几年前误打误撞买了BABa 109 五年以后 最后240卖掉，不会再做中概股了 -吃货99- ♀ 给 吃货99 发送悄悄话 (0 bytes) () 08/15/2025 postreply 05:17:36

• 我是80多买的BABA,140多卖出，但是 -晓炎- ♀ 给 晓炎 发送悄悄话 晓炎 的博客首页 (242 bytes) () 08/15/2025 postreply 05:25:39

• 确实风险太大，刚买没多久到60几，差点腰斩。我就买了一次卖了一次。现在学了慢慢进。 -吃货99- ♀ 给 吃货99 发送悄悄话 (0 bytes) () 08/15/2025 postreply 07:05:51

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