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买入苹果和中国电动汽车股票NIO和李车。这就是它卖出的东西。--Barrons.com
Ed Lin
ED线
A large asset manager recently made some big changes in its investment portfolio.
一家大型资产管理公司最近对其投资组合进行了一些重大调整。
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资产管理公司购买了更多苹果(股票代码：AAPL)和NIO(NIO)的股票，启动了对李车(Li)的投资，并在第二季度将英特尔(Intel)的头寸减半。挪威最大的金融服务公司DNB的子公司在提交给美国证券交易委员会(Securities And Exchange Commission)的文件中披露了这些交易。
DNB Asset, which manages more than $70 billion in assets, declined to comment on the investment changes.
管理着逾700亿美元资产的DNB Asset拒绝就投资变化置评。
DNB Asset bought 423,239 additional Apple shares to end the second quarter with 3.9 million shares of the iPhone maker.
DNB Asset在第二季度末额外购买了423,239股苹果股票，持有这家iPhone制造商390万股。
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.
苹果股价在2021年上半年落后于大盘，涨幅为3.2%，而标准普尔500指数(S&P500 index)上涨14.4%。然而，7月份到目前为止，股价上涨了6.0%，相比之下，该指数上涨了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.
随着投资者将注意力转向下一代iPhone可能在秋季发布，苹果获得了一些顺风。上个月，我们将苹果的蒂姆·库克列入了最佳CEO名单。该公司和其他大型科技公司一样，正面临新一轮的监管审查。
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又购买了582,664张NIO美国存托凭证，其中618,585张是这家中国电动汽车制造商的美国存托凭证(ADR)。该资产管理公司还通过购买14,299份美国存托凭证(ADR)启动了中国电动汽车同行利好汽车(Li Auto)的头寸；截至3月底，DNB Asset还没有持有任何美国存托凭证。
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分别上升了9.2%和21.2%，但在7月份分别下滑了14.4%和8.9%。我们注意到，这两家中国电动汽车制造商本月的一些疲软是由于中国对滴滴全球(Didi Global)的监管压力。滴滴是一家最近在美国上市的拼车公司。NIO和Li Auto都报告了强劲的交付。
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股英特尔股票，将对英特尔的投资削减至809,214股。英特尔股价上半年上涨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.
英特尔在6月下旬表示，将把一款新芯片的生产从今年晚些时候推迟到明年第一季度。然而，随着在家办公的上班族升级设备以在线工作，该公司受益于强劲的个人电脑需求。该公司披露，它在第一季度投资了一家支付公司。
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.
《独家新闻内幕》(Inside Scoop)是《巴伦周刊》(Barron‘s)的常规特写，报道的是公司高管和董事会成员--即所谓的内部人士--以及大股东、政界人士和其他知名人物的股票交易。由于他们的内部身份，这些投资者被要求披露与美国证券交易委员会(Securities And Exchange Commission)或其他监管机构的股票交易。
Write to Ed Lin at ed.lin@barrons.com and follow @BarronsEdLin.
写信给Ed Lin，邮箱是ed.lin@Barrons.com，关注@BarronsEdlin。
(END) Dow Jones Newswires
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July 11, 2021 06:59 ET (10:59 GMT)
2021年7月11日东部时间06：59(格林尼治标准时间10：59)
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