京東集團-SW早盤高開超4%,海外對衝基金一季度大幅加倉其美股ADR
京東集團-SW早盤高開超4%。消息面上,根據F13報告,一季度,“大空頭”投資者Michael Burry旗下對衝基金Scion Asset Management對京東美股ADR的持倉從去年四季度末的7.5萬股猛增至25萬股,環比增長2.3倍以上,一季度季末的持倉市值較去年末增加676.3萬美元,增至1097.3萬美元,成爲Burry的頭號重倉股,在其投資組合中的佔比10.261%。另外,麥格理近期發佈評級報告認爲,公司首季經調整盈利大勝預期,主要歸功於目前組織過渡下的精簡運作。集團在第三方市場取得初步進展,商戶和消費者基礎都在增長。維持“跑贏大市”評級,將今明兩年收入預測提高1%,經調整純利預期分別提高8%和5%,對其目標價由205港元升至207港元。
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