Michael Burry: Total market value increased by approximately 150%

華爾街見聞
2024.11.16 11:01
對沖基金經理邁克爾·伯瑞因在 2008 年押注美國房地產市場而聞名，他旗下的投資公司 Scion Asset Management 在三季度末的持倉總市值大幅升至 1.3 億美元，二季度末時僅為 5249 萬美元，三季度的市值增長達 148%。據披露，邁克爾·伯瑞三季度增持阿里巴巴 4.5 萬股，對京東的持倉數量翻倍至 50 萬股，增持百度 5 萬股。但同時，該基金也買入了三隻中概股相應的看跌期權以對沖風險。（中證報）
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