[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciof09ef18b":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dciof09ef18b","高毅资产二季度美股调仓：重仓存储链，美光(MU)、闪迪获大幅增持","\u002Fdoc\u002Fdciof09ef18b","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>高毅资产旗下海外基金2026年二季度美股持仓浮出水面。公开13F信息显示，截至6月30日，其美股账户共持有19只股票，持仓总市值约9.79亿美元。二季度最显著的变化是加大对半导体及存储产业链的配置美光科技和闪迪获大幅增持;与此同时，英伟达、网易等科技股仓位被明显下调。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>从持仓结构看，台积电成为第一大重仓股，占组合市值约24.32%;华住集团、拼多多、BOSS直聘和携程随后，持仓占比分别约17.20%、16.86%、15.51%和4.21%。前五大重仓股合计占比约78.1%，显示该海外组合维持了较高集中度。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>本季调仓中，存储赛道是最鲜明的加仓方向。高毅对美光科技的持股数量环比增加283.48%，期末持仓市值约3973万美元;对闪迪的持股数量增加约192%，期末市值约3638万美元，两只股票分别升至第六和第七大重仓股。两项操作反映出，组合配置从此前较为集中的AI芯片龙头，进一步延伸至受益于AI服务器、数据中心和企业级存储需求的存储产业链。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>除存储股外，高毅继续增持BOSS直聘、携程、贝壳、华住集团、百胜中国和拼多多，并新建仓维谛技术、文远知行、Visa和阿里巴巴。维谛技术所处的数据中心电力与温控基础设施环节，与AI算力扩张形成配套;对中概消费、出行、住房服务及平台企业的增持，则使组合并未单向押注硬科技，而是保留了对中国消费修复和平台经济的配置。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>减持端，高毅降低了英伟达、网易、爱奇艺和雾芯科技的仓位，其中英伟达持股数量环比下降72.41%，网易下降76.47%。美股投资网、Lumentum、小鹏汽车和蔚来等股票则未再出现在最新持仓名单中。需要注意的是，减持英伟达并不必然意味着看空AI产业链，更可能体现组合在高估值算力龙头、存储景气、数据中心基础设施及中概资产之间的再平衡。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>值得提示的是，13F文件仅披露在美上市证券的多头头寸，且存在约45天披露滞后;“清仓”仅指该海外13F账户期末未再列示相关股票，并不等同于高毅资产全部产品线或当前实时仓位的完整变化。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]