电商巨头京东是最受欢迎的，吸引了47家对冲基金，第三季度有26家基金净增持了他们的头寸。According to a report by the US investment bank Goldman Sachs Group, US hedge funds increased their investment in Chinese companies listed in the US in the third quarter. Among them, shares of JD and GDS Holdings (GDS Holdings) were bought the most.
According to a report sent to clients by Goldman Sachs on Wednesday, US hedge funds' exposure to securities listed in the US rose to the highest level since the end of 2021.
The bank said that as of the beginning of the fourth quarter, about 25% of the US long and short equity funds held at least one long position in Chinese securities.
E-commerce giant JD was the most popular, attracting 47 hedge funds, and 26 funds increased their positions net in the third quarter.
Following JD is Wanguo Data and the hotel chain Yaduo Group, reflecting investors' optimism about the recovery in consumption and the increase in demand for artificial intelligence.
The 13-F filing submitted to regulators shows that in the three months up to September, billionaire David Tepper's Appaloosa Management (Appaloosa Management) invested 69% in JD and more than doubled its holdings in Pinduoduo.
Scion Asset Management, a subsidiary of Michael Burry, the prototype of the movie “The Big Short”, doubled JD's long positions in the third quarter. However, he also increased his bearish position on the same stock to limit potential losses.
