阿里巴巴第二季度13F报告: 重仓B站Z类股,维持在1000万股,市值12.2亿美元; 重仓微博ADR,维持900万份ADR不变,市值4.736亿美元; 重仓小鹏汽车ADR,维持665万份ADR不变,市值2.954亿美元; 重仓Hello Group,新建仓家具商1stdibs,清仓Groupon Highlights: Bilibili Inc. Class Z-ADR was the biggest holding, representing 57% of disclosed assets One new buy: 1stdibs: 1.46 million shares valued at $51 million, representing 3.9% of shares outstanding One exited holding: Groupon: 1.05 million shares valued at $53.2 million...
1stdibs.com股票讨论区
对盈利/指引的反应:
• $CalAmp (CAMP.US)$ +0.6%
其他资讯:
• $Cano Health (CANO.US)$ +6.1% ( $哈门那 (HUM.US)$ 有望收购 CANO 据华尔街日报报道
• $Corcept医疗 (CORT.US)$ +4.5%(将Optime Care的交易延长至2024年3月31日)
• $LPL Financial (LPLA.US)$ +4.1%(报告8月份月度活动)
• $登士柏 (XRAY.US)$ +3%(任命新的首席财务官)
• $标普500短期期货恐慌指数ETN-iPath (VXX.US)$ +2.9% (交易时间股价
今日盘前股市走势: QCOm, BA, ROKU, 阿斯利康及其他
对于盈利/指引的反应:
• $The Trade Desk (TTD.US)$+17%, $Workiva (WK.US)$ +15.3%, $Arlo Technologies (ARLO.US)$ +12%, $Array Technologies (ARRY.US)$ +10.3%, $Everbridge (EVBG.US)$ +9.7%, $Catalyst Pharmaceuticals (CPRX.US)$ +9.4%, $奥洛兹美医疗 (HALO.US)$ +8.7%, $Velo3D (VLD.US)$ +7.6%, $CyberArk (CYBR.US)$ + 6.2%, $美国血液技术 (HAE.US)$ +5.8%, $Jackson Financial (JXN.US)$ +5.7%(也增加股息), $Axon Enterprise (AXON.US)$ 增长了4.8%,
• $Blueprint Medicines (BPMC.US)$ 摩根大通将其评级从持有升级为买入-目标价$78(从$88)
• $CatchMark Timber Trust (CTT.US)$ 雷曼兄弟将其评级从表现不佳升级至市场表现
• $丹纳赫 (DHR.US)$ :RBC Capital将评级从板块表现升级为跑赢大盘-目标价310美元(由299美元上调)
• $Enanta Pharmaceuticals (ENTA.US)$ :evercore ISI将评级从跑输大盘升级为与市场表现一致-目标价39美元(由35美元上调)
• $FEMSA (FMX.US)$ : 巴西实业银行BBI升级至表现优异...
重仓B站Z类股,维持在1000万股,市值12.2亿美元;
重仓微博ADR,维持900万份ADR不变,市值4.736亿美元;
重仓小鹏汽车ADR,维持665万份ADR不变,市值2.954亿美元;
重仓Hello Group,新建仓家具商1stdibs,清仓Groupon
Highlights:
Bilibili Inc. Class Z-ADR was the biggest holding, representing 57% of disclosed assets
One new buy:
1stdibs: 1.46 million shares valued at $51 million, representing 3.9% of shares outstanding
One exited holding:
Groupon: 1.05 million shares valued at $53.2 million...
暂无评论