Hedge fund Bridgewater offloading stakes in BABA and BIDU

來源: lionhill 於 2025-08-15 03:10:35 [] [博客] [舊帖] [給我悄悄話] 閱讀數 : (3662 bytes)
KEY POINTS 
  • Hedge fund giant Bridgewater Associates divested from U.S.-listed Chinese stocks in the second quarter, signaling a clear pullback from the market.
  • Longtime China bull Ray Dalio, who founded Bridgewater Associates, had previously defended his investments in China.
     

  • Hedge fund giant Bridgewater Associates divested from U.S.-listed Chinese stocks in the second quarter, signaling a clear pullback from the market amid rising geopolitical strains and weakening investor confidence in China's economic prospects.

    According to its latest quarterly update to the U.S. Securities and Exchange Commission — known as 13F — on Wednesday, the fund closed out stakes in several Chinese companies, including major names like Baidu, Alibaba, JD.com, PDD Holdings, Nio, Trip.com Group, and Yum China. Other names include Qifu Technology and Ke Holdings.

所有跟帖： 

• I still remember Dalio went almost all in China market -曉炎- ♀ 給 曉炎 發送悄悄話 曉炎 的博客首頁 (737 bytes) () 08/15/2025 postreply 04:56:21

• 不客氣，隨便發發，有收獲就好 -lionhill- ♂ 給 lionhill 發送悄悄話 lionhill 的博客首頁 (0 bytes) () 08/15/2025 postreply 05:16:26

• Your posts streamlined my reading and boosted my efficiency, -曉炎- ♀ 給 曉炎 發送悄悄話 曉炎 的博客首頁 (23 bytes) () 08/15/2025 postreply 05:21:07

• 好幾年前誤打誤撞買了BABa 109 五年以後 最後240賣掉，不會再做中概股了 -吃貨99- ♀ 給 吃貨99 發送悄悄話 (0 bytes) () 08/15/2025 postreply 05:17:36

• 我是80多買的BABA,140多賣出，但是 -曉炎- ♀ 給 曉炎 發送悄悄話 曉炎 的博客首頁 (242 bytes) () 08/15/2025 postreply 05:25:39

• 確實風險太大，剛買沒多久到60幾，差點腰斬。我就買了一次賣了一次。現在學了慢慢進。 -吃貨99- ♀ 給 吃貨99 發送悄悄話 (0 bytes) () 08/15/2025 postreply 07:05:51

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