美股详情

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景林资产持仓

4,076.44

-53.0789-1.29%

涨家数：10

跌家数：23

平家数：- -

市盈率：- -

高：4,115.48

开：4,115.48

低：4,067.32

收：4,128.03

数据加载中...

声网5月14日成交额为185.73万美元

阿里拉姆制药5月14日成交额为1.87亿美元

Carvana(CVNA.US)CEO拟高位套现1.92亿美元创IPO以来最大减持纪录

英伟达收复年内失地！美股涨跌互现，标普三连阳

MetaMask 联创：团队仍在考虑为钱包推出原生代币

桥水Q1调仓大动作：阿里巴巴(BABA.US)持仓暴增21倍，英伟达(NVDA.US)被减仓

桥水基金一季度持仓揭秘：押注“东升西降”，爆买阿里、拼多多，新进京东+黄金ETF

微信成立电商产品部；京东外卖回应系统崩溃：618订单暴涨所致｜未来商业早参

每日经济新闻

Sea(SE.US)FY25Q1业绩会：公司仍将目标设定为EBITDA占GMV的2%-3%

智通财经网

桥水Q1减持科技股，重仓黄金并增持阿里、百度

桥水Q1爆买阿里巴巴，建仓京东和黄金ETF

【纳斯达克中国金龙指数收涨1.17%】热门中概股多数上涨，纳斯达克中国金龙指数收涨1.17%。腾讯音乐涨逾15%，理想汽车涨近3%，阿里巴巴、百度、好未来涨近2%。

好未来上涨2.05%，报10.215美元/股，总市值61.86亿美元

泰和诚医疗盘中异动股价大跌5.22%报8.26美元

Perplexity与PayPal合作为用户提供便捷的支付结账服务

新东方上涨2.04%，报49.94美元/股，总市值81.67亿美元

Kamino Season 3 已结束并开放奖励查询，5 月发放 3.5 亿枚 KMNO

纽约金融服务部主管：已采用 BitLicense 制度监管加密公司，有 60 名工作人员负责该工作

Rumbleon, Inc.盘中异动临近午盘大幅跳水5.15%

SEA：利润好于预期电商规模效应显现

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08:24","pubTimestamp":1747268679,"startTime":"0","endTime":"0","summary":"首先，桥水基金显著增持流媒体巨头奈飞3.05万股，同时对半导体设备龙头泛林集团减持57万股至196万股，对芯片巨头英伟达的持仓也减少66万股至284万股。此外，桥水基金在航空板块增持美联航153万股，保险板块加仓安达保险27.24万股，投资银行领域对高盛的持股增加9.51万股。在消费领域，基金对电商巨头阿里巴巴的持仓出现爆发式增长，从去年末的25.5万股激增至566万股，增幅超21倍，但同步清仓了化妆品零售商Ulta美容ULTA.US)的全部持仓。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1293352.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["NVDU","NVD3.UK","BK4122","NVIW.SI","3NVD.UK","IE00BMPRXQ63.HKD","LU0072462343.USD","LU1105468828.SGD","LU2286300806.USD","LU0234570918.USD","BK4503","NVD","LU0354030511.USD","LU2077746001.SGD","BK4550","LU1868836757.USD","LU0345769128.USD","BK4565","LU0719512351.SGD","NVDS.UK","LU0289961442.SGD","LU1814569148.SGD","IE00B5949003.HKD","LU0640476718.USD","IE00BKDWB100.SGD","09988","NVD2.UK","LU2403377893.USD","NVDA","LU0052756011.USD","SNVD.UK","2NVD.UK","LU1642822529.SGD","BK4592","BABA","LU1923622291.USD","LU0053666078.USD","ALBmain","NVDD","LU0251132253.USD","NVDY","BK4549","LU2471134952.CNY","LU0965509101.SGD","LU1145028129.USD","LU1839511570.USD","NVDS","LU2462157665.USD"],"gpt_icon":1},{"id":"2535880155","title":"桥水基金一季度持仓揭秘：押注“东升西降”，爆买阿里、拼多多，新进京东+黄金ETF","url":"https://stock-news.laohu8.com/highlight/detail?id=2535880155","media":"金融界","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2535880155?lang=zh_cn&edition=fundamental","pubTime":"2025-05-15 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的同时确保良好增长。","market":"hk","thumbnail":"https://img.zhitongcaijing.com/image/20250515/20250515071122_10235.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20250515/20250515071122_10235.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1293335.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["LU1242518931.SGD","LU0516422440.USD","LU0516423174.USD","BK4566","LU0251143029.SGD","LU2065170008.USD","LU0499858438.USD","LU2125910849.SGD","LU0261945553.USD","LU2065171402.SGD","BK4503","LU0737861269.HKD","SE","LU2008162690.USD","LU2065171311.SGD","LU0048573645.USD","LU0264606111.USD","IE0034224299.USD","LU1242518857.USD","LU0572939691.SGD","LU1770036033.HKD","SG9999014484.SGD","LU0345775950.USD","BK4588","SG9999013460.SGD","LU0516423091.SGD","SG9999013486.USD","LU2238330802.EUR","LU2543165471.USD","LU1048588211.SGD","SG9999001135.SGD","LU0348788117.USD","SG9999004360.SGD","SGXZ58947870.SGD","LU2065169927.USD","SG9999005177.SGD","BK4548","LU0532188223.SGD","SG9999002604.SGD","LU0516422952.EUR","SG9999002406.SGD","LU2045819591.USD","SG9999002620.SGD","LU2177674079.SGD","SG9999002414.USD","SG9999006266.SGD","SG9999002679.SGD","LU0345776255.USD","BK4585","BK4085"],"gpt_icon":1},{"id":"2535814068","title":"桥水Q1减持科技股，重仓黄金并增持阿里、百度","url":"https://stock-news.laohu8.com/highlight/detail?id=2535814068","media":"iDoNews","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2535814068?lang=zh_cn&edition=fundamental","pubTime":"2025-05-15 06:48","pubTimestamp":1747262882,"startTime":"0","endTime":"0","summary":"最新13F报告显示，截至今年3月31日，桥水基金在一季度减持了谷歌、英伟达、Meta等科技股，同时大举买入3.19亿美元的SPDR黄金ETF。此外，桥水新进京东持仓，并增持阿里巴巴和百度两大中概股，其中阿里巴巴市值约7.5亿美元。金融板块为桥水增持重点，医疗保健则被大幅减持。桥水当季披露的投资总市值为216亿美元，较上季度下降1.2%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202505150649079759e93e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"3327fa260b0fadc7f021e9cc9e5c16e2","theme_name":"🔥热榜No.21 · 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00:38","pubTimestamp":1747240704,"startTime":"0","endTime":"0","summary":"北京时间2025年05月15日00时38分，泰和诚医疗股票出现异动，股价快速跳水5.22%。截至发稿，该股报8.26美元/股，成交量3266股，换手率0.08%，振幅3.50%。机构评级方面，目前暂无机构对该股做出“买入、持有、卖出”建议。泰和诚医疗股票所在的医疗设施行业中，整体涨幅为0.05%。泰和诚医疗公司简介：泰和诚医疗集团有限公司在中国经营放射治疗和影像诊断中心。该公司在中国多个省份和行政区域设有合作中心。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250515003824a47e68a4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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00:00","pubTimestamp":1747238400,"startTime":"0","endTime":"0","summary":"经调整EBITDA 9.5 亿美元，好于一致预期的7.0 亿美元。建议关注规模效应逐渐显现后的利润持续改善趋势。电商：业务规模扩张推动利润率改善明显，广告工具渗透稳步提升1Q25 电商收入同增28.3%至35.2 亿美元，略低于一致预期的同增30.3%。板块经调整EBITDA 为2.6 亿美元，对应经调整EBITDA 利润率7.5%，同比改善8.3pp，管理层表示利润改善主因规模扩张、成本优化和变现率提升。板块经调整EBITDA 4.6 亿美元，同比+56.8%，对应经调整EBITDA 利润率92.5%，净预订量7.8 亿美元，同比+51.4%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250515114620a6dfcbd5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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