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Baillie Gifford Nearly Cuts Alibaba Position, Sells Tesla Shares — But Buys More Of This Chinese EV Maker

Baillie Gifford Nearly Cuts Alibaba Position, Sells Tesla Shares — But Buys More Of This Chinese EV Maker

贝利·吉福德几乎削减阿里巴巴-SW的职位,出售特斯拉股票-但购买更多这家中国电动汽车制造商
Benzinga Real-time News ·  2022/08/09 08:58

Scotland-based investment management firm Baillie Gifford reshuffled its portfolio in the second quarter, with the noteworthy change being a drastic cut in its holding of Chinesed stocks, a 13F filing by the firm on Monday showed.

总部位于苏格兰的投资管理公司贝利·吉福德该公司周一提交的13F文件显示,该公司在第二季度重新调整了投资组合,值得注意的变化是大幅削减了其持有的中国股票。

China Stocks Fall Out Of Favor: Baillie Gifford, founded in 1908, sold almost its entire holdings in Chinese e-commerce companies and trimmed positions in other Chinese stocks.

中国股市失宠:成立于1908年的Baillie Gifford出售了其在中国电子商务公司的几乎全部持股,并削减了其他中国股票的头寸。

  • Alibaba Group Holding Limited (NYSE:BABA) holding reduced from 1.75 million to 13 shares.
  • JD.com, Inc. (NASDAQ:JD) stake drastically cut from 68,377 shares to one share.
  • Baidu, Inc. (NASDAQ:BIDU) stake taken down from 3.75 million ADRs to 3.08 million ADRs.
  • Tencent Music Entertainment Group (NYSE:TME) shares reduced from 50.09 million to 31.09 million.
  • NetEase, Inc. (NASDAQ:NTES) stake cut in half from 263,352 shares to 103,340 shares.
  • The worsening Sino-U.S. ties, potential U.S. delisting risk, and the domestic regulatory backlash all have led to a massive sell-off in the shares. This has rendered both institutional and retail investors cautious toward these stocks.
  • 阿里巴巴-SW集团控股有限公司阿里巴巴(NYSE:NSE)持股从175万股减至13股。
  • 京东集团-SW股份有限公司纳斯达克(JD:JD)持股从68,377股大幅减至1股。
  • 百度集团-SW股份有限公司(纳斯达克:BIDU)持股从375万ADR降至308万ADR
  • 腾讯音乐娱乐集团(纽约证券交易所股票代码:TME)股价从5,009万股减少到3,109万股。
  • 网易-S股份有限公司纳斯达克(Sequoia Capital:NTES)持股减半,从263,352股减至103,340股。
  • 不断恶化的中美关系,潜在的美国退市风险,以及国内监管机构的反弹,都导致了股票的大规模抛售。这使得机构投资者和散户投资者对这些股票都持谨慎态度。

Related Link: A $1,000 Invested In SPY Now Will Be Worth This Much If It Hits Year-End Price Target: How Returns Compare Vs. Big Techs

相关链接:如果标普500ETF现在投资1,000美元,如果它达到年终价格目标:回报率如何比较,现在就值这么多钱。大型科技公司

Nio Stands As Exception: The investment firm bought shares of Chinese electric vehicle startup Nio, Inc. (NYSE:NIO) in the second quarter. At the end of the quarter, its Nio holding stood at about 96.73 million, up from 88.75 million shares at the end of the first quarter.

蔚来是个例外:这家投资公司购买了中国电动汽车初创公司的股票蔚来公司(纽约证券交易所股票代码:蔚来)第二季度。截至季度末,阿里巴巴持有的蔚来股份约为9,673万股,高于第一季度末的8,875万股。

Baillie Gifford's Tesla, Inc. (NASDAQ:TSLA) stake fell from 10.57 million shares at the end of the first quarter to 6.3 million shares at the end of the second quarter. The firm's Rivian Automotive, Inc. (NASDAQ:RIVN) holding dipped modestly to 3.4 million.

贝利·吉福德的特斯拉,Inc.(纳斯达克代码:TSLA)持股由一季度末的1,057万股降至二季度末的630万股。该公司的Rivian汽车有限公司纳斯达克(Sequoia Capital:RIVN)持有量小幅下跌至340万。

Roblox Holding Nearly Doubles: Baillie Gifford held 14.8 million shares of Roblox Corporation (NYSE:RBLX) at the end of the second quarter. This is significantly higher than the 7.84 million shares at the end of the first quarter.

Roblox Holding几乎翻了一番:贝利·吉福德持有1,480万股罗伯克斯公司(纽约证券交易所代码:RBLX)第二季度末。这明显高于第一季度末的784万股。

Roblox is an online gaming and entertainment platform that benefited from COVID-19 but has seen softness since then. The platform leverages on the metaverse, which is considered the next big thing in tech. It earns money from its virtual currency, ads, licenses, and royalty.

Roblox是一家受益于新冠肺炎的在线游戏和娱乐平台,但自那以来一直表现疲软。该平台利用元宇宙,后者被认为是科技行业的下一件大事。它的收入来自其虚拟货币美国存托股份、许可证和版税。

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
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