Big Investor Bought Apple and Chinese EV Stocks NIO and Li Auto. Here's What It Sold. -- Barrons.com
Big Investor Bought Apple and Chinese EV Stocks NIO and Li Auto. Here's What It Sold. -- Barrons.com
DJ Big Investor Bought Apple and Chinese EV Stocks NIO and Li Auto. Here's What It Sold. -- Barrons.com
DJ Big Investor買入蘋果和中國電動汽車股票NIO和李車。這就是它賣出的東西。--Barrons.com
Ed Lin
ED線
A large asset manager recently made some big changes in its investment portfolio.
一家大型資產管理公司最近對其投資組合進行了一些重大調整。
DNB Asset Management bought more Apple (ticker: AAPL) and NIO (NIO) shares, initiated an investment in Li Auto (LI), and halved a position in Intel (INTC) in the second quarter. The unit of Norway's largest financial-services firm DNB disclosed the trades in a form it filed with the Securities and Exchange Commission.
DNB資產管理公司購買了更多蘋果(股票代碼：AAPL)和NIO(NIO)的股票，啟動了對李車(Li)的投資，並在第二季度將英特爾(Intel)的頭寸減半。挪威最大的金融服務公司DNB的子公司在提交給美國證券交易委員會(Securities And Exchange Commission)的文件中披露了這些交易。
DNB Asset, which manages more than $70 billion in assets, declined to comment on the investment changes.
管理着逾700億美元資產的DNB Asset拒絕就投資變化置評。
DNB Asset bought 423,239 additional Apple shares to end the second quarter with 3.9 million shares of the iPhone maker.
DNB Asset在第二季度末額外購買了423,239股蘋果股票，持有這家iPhone製造商390萬股。
Apple stock trailed the market in the first half of 2021, managing a gain of 3.2% while the S&P 500 index rose 14.4%. So far in July, however, shares have added 6.0%, compared with the 1.7% gain in the index.
蘋果股價在2021年上半年落後於大盤，漲幅為3.2%，而標準普爾500指數(S&P500 index)上漲14.4%。然而，7月份到目前為止，股價上漲了6.0%，相比之下，該指數上漲了1.7%。
Apple gained some tailwinds as investors turned their attention to a potential fall launch of the next iPhone. Last month, we named Apple's Tim Cook to our list of best CEOs. The company, along with other big-tech peers, is facing renewed regulatory scrutiny.
隨着投資者將注意力轉向下一代iPhone可能在秋季發佈，蘋果獲得了一些順風。上個月，我們將蘋果的蒂姆·庫克列入了最佳CEO名單。該公司和其他大型科技公司一樣，正面臨新一輪的監管審查。
DNB Asset bought 582,664 more NIO American depository receipts to end June with 618,585 ADRs of the Chinese maker of electric vehicles. The asset manager also initiated a position in Chinese EV peer Li Auto with the purchase of 14,299 ADRs; DNB Asset didn't own any at the end of March.
截至6月底，DNB Asset又購買了582,664張NIO美國存託憑證，其中618,585張是這家中國電動汽車製造商的美國存託憑證(ADR)。該資產管理公司還通過購買14,299份美國存託憑證(ADR)啟動了中國電動汽車同行利好汽車(Li Auto)的頭寸；截至3月底，DNB Asset還沒有持有任何美國存託憑證。
NIO and Li Auto ADRs rose 9.2% and 21.2%, respectively, in the first half, but they have respectively slipped 14.4% and 8.9% in July, We've noted that some weakness this month in both Chinese EV makers is due to that country's regulatory pressure on Didi Global (DIDI), a ride-sharing company that recently listed in the U.S. Both NIO and Li Auto have been reporting strong deliveries.
今年上半年，NIO和Li Auto的ADR分別上升了9.2%和21.2%，但在7月份分別下滑了14.4%和8.9%。我們注意到，這兩家中國電動汽車製造商本月的一些疲軟是由於中國對滴滴全球(Didi Global)的監管壓力。滴滴是一家最近在美國上市的拼車公司。NIO和Li Auto都報告了強勁的交付。
DNB Asset sold 722,908 Intel shares in the second quarter, slashing its investment to 809,214 shares of the chip giant. Intel stock rose 12.7% in the first half of the year, and has been essentially flat so far in July.
DNB Asset在第二季度出售了722,908股英特爾股票，將對英特爾的投資削減至809,214股。英特爾股價上半年上漲12.7%，7月迄今基本持平。
Intel said in late June that it was delaying the production of a new chip to the first quarter of next year from late this year. The company, however, has benefited from strong PC demand, as homebound office workers upgraded equipment to work online. The company disclosed that it invested in a payments company in the first quarter.
英特爾在6月下旬表示，將把一款新芯片的生產從今年晚些時候推遲到明年第一季度。然而，隨着在家辦公的上班族升級設備以在線工作，該公司受益於強勁的個人電腦需求。該公司披露，它在第一季度投資了一家支付公司。
Inside Scoop is a regular Barron's feature covering stock transactions by corporate executives and board members -- so-called insiders -- as well as large shareholders, politicians, and other prominent figures. Due to their insider status, these investors are required to disclose stock trades with the Securities and Exchange Commission or other regulatory groups.
《獨家新聞內幕》(Inside Scoop)是《巴倫週刊》(Barron‘s)的常規特寫，報道的是公司高管和董事會成員--即所謂的內部人士--以及大股東、政界人士和其他知名人物的股票交易。由於他們的內部身份，這些投資者被要求披露與美國證券交易委員會(Securities And Exchange Commission)或其他監管機構的股票交易。
Write to Ed Lin at ed.lin@barrons.com and follow @BarronsEdLin.
寫信給Ed Lin，郵箱是ed.lin@Barrons.com，關注@BarronsEdlin。
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July 11, 2021 06:59 ET (10:59 GMT)
2021年7月11日東部時間06：59(格林尼治標準時間10：59)
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