索罗斯Q1吃进腾讯音乐等“爆仓股”，Q2便脱手

华尔街见闻2021-08-14

作者：李丹刚刚披露的13F监管文件显示，宏观交易大佬索罗斯的家族办公室玩了一手短炒。今年一季度，Bill Hwang的对冲基金Archegos爆仓，相关标的股票被大举抛售。索罗斯的基金管理公司就买入或增持了四只相关个股——当时价值1.94亿美元的ViacomCBS（VIAC）、价值7700万美元的百度（BIDU）、价值4600万美元的唯品会（VIPS）和价值近3400万美元的腾讯音乐（TME）...

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Comments

Tyliew
2021-08-15
Tyliew
[驚嚇]
这是技术性调整
2021-08-14
这是技术性调整
厲害了
SteveCcc
2021-08-14
SteveCcc
ok
MyKhoo
2021-08-14
MyKhoo
K
是龙不是虫
2021-08-14
是龙不是虫
好
- 是龙不是虫:
  可以
Schemppho
2021-08-14
Schemppho
[微笑] [微笑] [微笑]
- LewisDua:
  [财迷]
- Vicholes:
  [微笑] [微笑] [微笑]
- xiaochen10:
  [难过]

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href=https://wallstreetcn.com/articles/3637941><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：李丹\n刚刚披露的13F监管文件显示，宏观交易大佬索罗斯的家族办公室玩了一手短炒。\n今年一季度，Bill Hwang的对冲基金Archegos爆仓，相关标的股票被大举抛售。索罗斯的基金管理公司就买入或增持了四只相关个股——当时价值1.94亿美元的ViacomCBS（VIAC）、价值7700万美元的百度（BIDU）、价值4600万美元的唯品会（VIPS）和价值近3400万美元的腾讯音乐（TME）...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3637941\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"VIPS","symbol_name":"唯品会","start_time":0,"source_url":"https://wallstreetcn.com/articles/3637941","article_id":"1131048202","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/2d5bfbe6753d37de668d38f4e03a7350"],"rights":{"source":"highlight_wallstreetcn","url":"https://wallstreetcn.com/articles/3637941","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1131048202","pubTimestamp":1628905617,"columns":[],"sourceInfo":{"source_id":"highlight_wallstreetcn","name":"华尔街见闻"},"weMediaInfo":null,"summary":"除了清仓腾讯音乐，还抛售了和一季度买入价值相当的ViacomCBS、百度和唯品会股票。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"VIPS":"唯品会","TME":"腾讯音乐","BIDU":"百度","QNETCN":"纳斯达克中美互联网老虎指数"},"translate_title":"Soros Q1 ate Tencent Music and other \"explosive stocks\", and Q2 sold it","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/f508c5d137f91eac097344c1fff101d8","symbols_score_info":{"BIDU":0.9,"VIPS":0.9,"TME":0.9,"QNETCN":0.9},"content_text":"作者：李丹\n刚刚披露的13F监管文件显示，宏观交易大佬索罗斯的家族办公室玩了一手短炒。\n今年一季度，Bill Hwang的对冲基金Archegos爆仓，相关标的股票被大举抛售。索罗斯的基金管理公司就买入或增持了四只相关个股——当时价值1.94亿美元的ViacomCBS（VIAC）、价值7700万美元的百度（BIDU）、价值4600万美元的唯品会（VIPS）和价值近3400万美元的腾讯音乐（TME）。\n一季度索罗斯基金的仓位公布后，华尔街见闻文章提到，媒体消息称，在Archegos爆仓发生前，索罗斯基金公司并没有这些股票的持仓。也就是说，趁爆仓后股价大跌之机，索罗斯基金大举进场抄底，可能至少花了3.5亿美元。\n而本周五的13F文件披露，今年二季度，索罗斯的基金管理公司共抛售价值约1.943亿美元的ViacomCBS股票、7700万美元的百度和4640万美元的唯品会，这都和一季度该公司买入的三只个股价值大致相当。\n二季度索罗斯基金公司还清仓了腾讯音乐以及另一只因Archegos爆仓而大跌的个股Discovery。腾讯音乐是一季度索罗斯基金增持股份数第二位的个股，也是二季度清仓规模前五位的个股之一。\n从股价表现看，索罗斯基金抛售上述Archegos爆仓概念股不算意外，二季度它们大多表现逊色：唯品会当季跌超30%，腾讯音乐和 Discovery都跌超20%，百度跌超6%，ViacomCBS到季末几乎持平一季度末水平。\n不过，索罗斯毕竟是以宏观交易闻名于世，如此快进快出显然风格迥异。\n但要说风格偏离，其实也和索罗斯本人无关。今年3月，索罗斯基金管理公司的首席投资官（CIO）Dawn Fitzpatrick就在接受媒体采访时表示，她愿意在市场发生错位的时候进场扫货。\n\n 当出现市场错位（即混乱）时，我们准备着加倍下注；一旦事实和环境支持（抄底），我们还会加大到三倍。”\n\n有评论称，自从2000年Druckenmiller 离开量子基金后，索罗斯就把公司交给儿子打理，CIO都靠外包模式，自己根本没有接班人。风格早就不知道飘到哪里了。","kind":"news","is_publish_news":false,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":897484858,"gmtCreate":1628959259474,"gmtModify":1676529900284,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","vip":1,"crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"htmlText":"[驚嚇]&nbsp;","listText":"[驚嚇]&nbsp;","text":"[驚嚇]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/897484858","repostId":1131048202,"repostType":4,"repost":{"id":"1131048202","kind":"news","pubTimestamp":1628905617,"share":"https://ttm.financial/m/news/1131048202?lang=en_US&edition=fundamental","pubTime":"2021-08-14 09:46","market":"us","language":"zh","title":"Soros ate \"liquidation stocks\" such as Tencent Music in Q1, and sold them in Q2","url":"https://stock-news.laohu8.com/highlight/detail?id=1131048202","media":"华尔街见闻","summary":"除了清仓腾讯音乐，还抛售了和一季度买入价值相当的ViacomCBS、百度和唯品会股票。","content":"<p>Author: Li Dan</p><p>The just-disclosed 13F regulatory documents show that the family office of macro trading tycoon Soros has played a short speculation.</p><p>In the first quarter of this year, Bill Hwang's hedge fund Archegos liquidated its position, and the related underlying stocks were sold off on a large scale. Soros's fund management company bought or increased its holdings in four related stocks-ViacomCBS (VIAC), which was worth $194 million at the time, and<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>(BIDU), $46 million<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>(VIPS) and nearly $34 million worth of<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>(TME).</p><p>After the announcement of Soros Fund's position in the first quarter, the Wall Street Journal article mentioned that media sources said that Soros Fund Company did not hold any positions in these stocks before the Archegos liquidation. In other words, taking advantage of the sharp drop in the stock price after the liquidation, Soros Fund aggressively entered the market to buy bottoms, and may have spent at least US $350 million.</p><p>This Friday's 13F document disclosed that in the second quarter of this year, Soros's fund management company sold a total of about $194.3 million worth of ViacomCBS shares, $77 million worth of Baidu and $46.4 million worth of Vipshop, all of which were the same as the company in the first quarter. The three stocks bought by the company were roughly equal in value.</p><p>Soros Fund Company also cleared its positions in the second quarter<a href=\"https://laohu8.com/S/00700\">Tencent</a>Music and Discovery, another stock that fell sharply due to the liquidation of Archegos. Tencent Music was the second largest stock held by Soros Fund in the first quarter, and it was also one of the top five stocks in terms of clearance scale in the second quarter.</p><p>From the perspective of stock price performance, it is not surprising that Soros Fund sold the above-mentioned Archegos liquidation concept stocks. Most of them performed poorly in the second quarter: Vipshop fell by more than 30% in the quarter, Tencent Music and Discovery both fell by more than 20%, and Baidu fell by more than 6%, ViacomCBS was almost the same as the end of the first quarter by the end of the quarter.</p><p>However, after all, Soros is famous for his macro trading, and such fast-forward and fast-out styles are obviously quite different.</p><p>But when it comes to style deviation, it actually has nothing to do with Soros himself. In March of this year, Dawn Fitzpatrick, chief investment officer (CIO) of Soros Fund Management Company, said in an interview with the media that she was willing to enter the market to sweep goods when the market was misaligned.</p><p>When there is a market misalignment (i.e. chaos), we are ready to double down; Once the facts and circumstances support (bargain hunting), we will increase it to triple. \" Some commentators said that since Druckenmiller left the Quantum Fund in 2000, Soros handed over the company to his son. CIOs all rely on the outsourcing model, and he has no successor at all. Style has long since drifted to nowhere.</p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Soros ate \"liquidation stocks\" such as Tencent Music in Q1, and sold them in Q2</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSoros ate \"liquidation stocks\" such as Tencent Music in Q1, and sold them in Q2\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-08-14 09:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Author: Li Dan</p><p>The just-disclosed 13F regulatory documents show that the family office of macro trading tycoon Soros has played a short speculation.</p><p>In the first quarter of this year, Bill Hwang's hedge fund Archegos liquidated its position, and the related underlying stocks were sold off on a large scale. Soros's fund management company bought or increased its holdings in four related stocks-ViacomCBS (VIAC), which was worth $194 million at the time, and<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>(BIDU), $46 million<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>(VIPS) and nearly $34 million worth of<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>(TME).</p><p>After the announcement of Soros Fund's position in the first quarter, the Wall Street Journal article mentioned that media sources said that Soros Fund Company did not hold any positions in these stocks before the Archegos liquidation. In other words, taking advantage of the sharp drop in the stock price after the liquidation, Soros Fund aggressively entered the market to buy bottoms, and may have spent at least US $350 million.</p><p>This Friday's 13F document disclosed that in the second quarter of this year, Soros's fund management company sold a total of about $194.3 million worth of ViacomCBS shares, $77 million worth of Baidu and $46.4 million worth of Vipshop, all of which were the same as the company in the first quarter. The three stocks bought by the company were roughly equal in value.</p><p>Soros Fund Company also cleared its positions in the second quarter<a href=\"https://laohu8.com/S/00700\">Tencent</a>Music and Discovery, another stock that fell sharply due to the liquidation of Archegos. Tencent Music was the second largest stock held by Soros Fund in the first quarter, and it was also one of the top five stocks in terms of clearance scale in the second quarter.</p><p>From the perspective of stock price performance, it is not surprising that Soros Fund sold the above-mentioned Archegos liquidation concept stocks. Most of them performed poorly in the second quarter: Vipshop fell by more than 30% in the quarter, Tencent Music and Discovery both fell by more than 20%, and Baidu fell by more than 6%, ViacomCBS was almost the same as the end of the first quarter by the end of the quarter.</p><p>However, after all, Soros is famous for his macro trading, and such fast-forward and fast-out styles are obviously quite different.</p><p>But when it comes to style deviation, it actually has nothing to do with Soros himself. In March of this year, Dawn Fitzpatrick, chief investment officer (CIO) of Soros Fund Management Company, said in an interview with the media that she was willing to enter the market to sweep goods when the market was misaligned.</p><p>When there is a market misalignment (i.e. chaos), we are ready to double down; Once the facts and circumstances support (bargain hunting), we will increase it to triple. \" Some commentators said that since Druckenmiller left the Quantum Fund in 2000, Soros handed over the company to his son. CIOs all rely on the outsourcing model, and he has no successor at all. Style has long since drifted to nowhere.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3637941\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2d5bfbe6753d37de668d38f4e03a7350","relate_stocks":{"VIPS":"唯品会","TME":"腾讯音乐","BIDU":"百度","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://wallstreetcn.com/articles/3637941","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1131048202","content_text":"作者：李丹\n刚刚披露的13F监管文件显示，宏观交易大佬索罗斯的家族办公室玩了一手短炒。\n今年一季度，Bill Hwang的对冲基金Archegos爆仓，相关标的股票被大举抛售。索罗斯的基金管理公司就买入或增持了四只相关个股——当时价值1.94亿美元的ViacomCBS（VIAC）、价值7700万美元的百度（BIDU）、价值4600万美元的唯品会（VIPS）和价值近3400万美元的腾讯音乐（TME）。\n一季度索罗斯基金的仓位公布后，华尔街见闻文章提到，媒体消息称，在Archegos爆仓发生前，索罗斯基金公司并没有这些股票的持仓。也就是说，趁爆仓后股价大跌之机，索罗斯基金大举进场抄底，可能至少花了3.5亿美元。\n而本周五的13F文件披露，今年二季度，索罗斯的基金管理公司共抛售价值约1.943亿美元的ViacomCBS股票、7700万美元的百度和4640万美元的唯品会，这都和一季度该公司买入的三只个股价值大致相当。\n二季度索罗斯基金公司还清仓了腾讯音乐以及另一只因Archegos爆仓而大跌的个股Discovery。腾讯音乐是一季度索罗斯基金增持股份数第二位的个股，也是二季度清仓规模前五位的个股之一。\n从股价表现看，索罗斯基金抛售上述Archegos爆仓概念股不算意外，二季度它们大多表现逊色：唯品会当季跌超30%，腾讯音乐和 Discovery都跌超20%，百度跌超6%，ViacomCBS到季末几乎持平一季度末水平。\n不过，索罗斯毕竟是以宏观交易闻名于世，如此快进快出显然风格迥异。\n但要说风格偏离，其实也和索罗斯本人无关。今年3月，索罗斯基金管理公司的首席投资官（CIO）Dawn Fitzpatrick就在接受媒体采访时表示，她愿意在市场发生错位的时候进场扫货。\n\n 当出现市场错位（即混乱）时，我们准备着加倍下注；一旦事实和环境支持（抄底），我们还会加大到三倍。”\n\n有评论称，自从2000年Druckenmiller 离开量子基金后，索罗斯就把公司交给儿子打理，CIO都靠外包模式，自己根本没有接班人。风格早就不知道飘到哪里了。","news_type":1,"symbols_score_info":{"BIDU":0.9,"VIPS":0.9,"TME":0.9,"QNETCN":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":897619901,"gmtCreate":1628911347603,"gmtModify":1676529892013,"author":{"id":"3575499707386483","authorId":"3575499707386483","name":"这是技术性调整","avatar":"https://static.tigerbbs.com/34eadfd257f4edca2c3b49f50372da51","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3575499707386483","idStr":"3575499707386483"},"htmlText":"厲害了","listText":"厲害了","text":"厲害了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/897619901","repostId":1131048202,"repostType":2,"repost":{"id":"1131048202","kind":"news","pubTimestamp":1628905617,"share":"https://ttm.financial/m/news/1131048202?lang=en_US&edition=fundamental","pubTime":"2021-08-14 09:46","market":"us","language":"zh","title":"Soros ate \"liquidation stocks\" such as Tencent Music in Q1, and sold them in Q2","url":"https://stock-news.laohu8.com/highlight/detail?id=1131048202","media":"华尔街见闻","summary":"除了清仓腾讯音乐，还抛售了和一季度买入价值相当的ViacomCBS、百度和唯品会股票。","content":"<p>Author: Li Dan</p><p>The just-disclosed 13F regulatory documents show that the family office of macro trading tycoon Soros has played a short speculation.</p><p>In the first quarter of this year, Bill Hwang's hedge fund Archegos liquidated its position, and the related underlying stocks were sold off on a large scale. Soros's fund management company bought or increased its holdings in four related stocks-ViacomCBS (VIAC), which was worth $194 million at the time, and<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>(BIDU), $46 million<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>(VIPS) and nearly $34 million worth of<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>(TME).</p><p>After the announcement of Soros Fund's position in the first quarter, the Wall Street Journal article mentioned that media sources said that Soros Fund Company did not hold any positions in these stocks before the Archegos liquidation. In other words, taking advantage of the sharp drop in the stock price after the liquidation, Soros Fund aggressively entered the market to buy bottoms, and may have spent at least US $350 million.</p><p>This Friday's 13F document disclosed that in the second quarter of this year, Soros's fund management company sold a total of about $194.3 million worth of ViacomCBS shares, $77 million worth of Baidu and $46.4 million worth of Vipshop, all of which were the same as the company in the first quarter. The three stocks bought by the company were roughly equal in value.</p><p>Soros Fund Company also cleared its positions in the second quarter<a href=\"https://laohu8.com/S/00700\">Tencent</a>Music and Discovery, another stock that fell sharply due to the liquidation of Archegos. Tencent Music was the second largest stock held by Soros Fund in the first quarter, and it was also one of the top five stocks in terms of clearance scale in the second quarter.</p><p>From the perspective of stock price performance, it is not surprising that Soros Fund sold the above-mentioned Archegos liquidation concept stocks. Most of them performed poorly in the second quarter: Vipshop fell by more than 30% in the quarter, Tencent Music and Discovery both fell by more than 20%, and Baidu fell by more than 6%, ViacomCBS was almost the same as the end of the first quarter by the end of the quarter.</p><p>However, after all, Soros is famous for his macro trading, and such fast-forward and fast-out styles are obviously quite different.</p><p>But when it comes to style deviation, it actually has nothing to do with Soros himself. In March of this year, Dawn Fitzpatrick, chief investment officer (CIO) of Soros Fund Management Company, said in an interview with the media that she was willing to enter the market to sweep goods when the market was misaligned.</p><p>When there is a market misalignment (i.e. chaos), we are ready to double down; Once the facts and circumstances support (bargain hunting), we will increase it to triple. \" Some commentators said that since Druckenmiller left the Quantum Fund in 2000, Soros handed over the company to his son. CIOs all rely on the outsourcing model, and he has no successor at all. Style has long since drifted to nowhere.</p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Soros ate \"liquidation stocks\" such as Tencent Music in Q1, and sold them in Q2</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSoros ate \"liquidation stocks\" such as Tencent Music in Q1, and sold them in Q2\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-08-14 09:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Author: Li Dan</p><p>The just-disclosed 13F regulatory documents show that the family office of macro trading tycoon Soros has played a short speculation.</p><p>In the first quarter of this year, Bill Hwang's hedge fund Archegos liquidated its position, and the related underlying stocks were sold off on a large scale. Soros's fund management company bought or increased its holdings in four related stocks-ViacomCBS (VIAC), which was worth $194 million at the time, and<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>(BIDU), $46 million<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>(VIPS) and nearly $34 million worth of<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>(TME).</p><p>After the announcement of Soros Fund's position in the first quarter, the Wall Street Journal article mentioned that media sources said that Soros Fund Company did not hold any positions in these stocks before the Archegos liquidation. In other words, taking advantage of the sharp drop in the stock price after the liquidation, Soros Fund aggressively entered the market to buy bottoms, and may have spent at least US $350 million.</p><p>This Friday's 13F document disclosed that in the second quarter of this year, Soros's fund management company sold a total of about $194.3 million worth of ViacomCBS shares, $77 million worth of Baidu and $46.4 million worth of Vipshop, all of which were the same as the company in the first quarter. The three stocks bought by the company were roughly equal in value.</p><p>Soros Fund Company also cleared its positions in the second quarter<a href=\"https://laohu8.com/S/00700\">Tencent</a>Music and Discovery, another stock that fell sharply due to the liquidation of Archegos. Tencent Music was the second largest stock held by Soros Fund in the first quarter, and it was also one of the top five stocks in terms of clearance scale in the second quarter.</p><p>From the perspective of stock price performance, it is not surprising that Soros Fund sold the above-mentioned Archegos liquidation concept stocks. Most of them performed poorly in the second quarter: Vipshop fell by more than 30% in the quarter, Tencent Music and Discovery both fell by more than 20%, and Baidu fell by more than 6%, ViacomCBS was almost the same as the end of the first quarter by the end of the quarter.</p><p>However, after all, Soros is famous for his macro trading, and such fast-forward and fast-out styles are obviously quite different.</p><p>But when it comes to style deviation, it actually has nothing to do with Soros himself. In March of this year, Dawn Fitzpatrick, chief investment officer (CIO) of Soros Fund Management Company, said in an interview with the media that she was willing to enter the market to sweep goods when the market was misaligned.</p><p>When there is a market misalignment (i.e. chaos), we are ready to double down; Once the facts and circumstances support (bargain hunting), we will increase it to triple. \" Some commentators said that since Druckenmiller left the Quantum Fund in 2000, Soros handed over the company to his son. CIOs all rely on the outsourcing model, and he has no successor at all. Style has long since drifted to nowhere.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3637941\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2d5bfbe6753d37de668d38f4e03a7350","relate_stocks":{"VIPS":"唯品会","TME":"腾讯音乐","BIDU":"百度","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://wallstreetcn.com/articles/3637941","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1131048202","content_text":"作者：李丹\n刚刚披露的13F监管文件显示，宏观交易大佬索罗斯的家族办公室玩了一手短炒。\n今年一季度，Bill Hwang的对冲基金Archegos爆仓，相关标的股票被大举抛售。索罗斯的基金管理公司就买入或增持了四只相关个股——当时价值1.94亿美元的ViacomCBS（VIAC）、价值7700万美元的百度（BIDU）、价值4600万美元的唯品会（VIPS）和价值近3400万美元的腾讯音乐（TME）。\n一季度索罗斯基金的仓位公布后，华尔街见闻文章提到，媒体消息称，在Archegos爆仓发生前，索罗斯基金公司并没有这些股票的持仓。也就是说，趁爆仓后股价大跌之机，索罗斯基金大举进场抄底，可能至少花了3.5亿美元。\n而本周五的13F文件披露，今年二季度，索罗斯的基金管理公司共抛售价值约1.943亿美元的ViacomCBS股票、7700万美元的百度和4640万美元的唯品会，这都和一季度该公司买入的三只个股价值大致相当。\n二季度索罗斯基金公司还清仓了腾讯音乐以及另一只因Archegos爆仓而大跌的个股Discovery。腾讯音乐是一季度索罗斯基金增持股份数第二位的个股，也是二季度清仓规模前五位的个股之一。\n从股价表现看，索罗斯基金抛售上述Archegos爆仓概念股不算意外，二季度它们大多表现逊色：唯品会当季跌超30%，腾讯音乐和 Discovery都跌超20%，百度跌超6%，ViacomCBS到季末几乎持平一季度末水平。\n不过，索罗斯毕竟是以宏观交易闻名于世，如此快进快出显然风格迥异。\n但要说风格偏离，其实也和索罗斯本人无关。今年3月，索罗斯基金管理公司的首席投资官（CIO）Dawn Fitzpatrick就在接受媒体采访时表示，她愿意在市场发生错位的时候进场扫货。\n\n 当出现市场错位（即混乱）时，我们准备着加倍下注；一旦事实和环境支持（抄底），我们还会加大到三倍。”\n\n有评论称，自从2000年Druckenmiller 离开量子基金后，索罗斯就把公司交给儿子打理，CIO都靠外包模式，自己根本没有接班人。风格早就不知道飘到哪里了。","news_type":1,"symbols_score_info":{"BIDU":0.9,"VIPS":0.9,"TME":0.9,"QNETCN":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":897695117,"gmtCreate":1628910344339,"gmtModify":1676529891706,"author":{"id":"4090153975827430","authorId":"4090153975827430","name":"SteveCcc","avatar":"https://static.tigerbbs.com/e8f9c20ab76a806a95d2c30054555e13","vip":1,"crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4090153975827430","idStr":"4090153975827430"},"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/897695117","repostId":1131048202,"repostType":4,"repost":{"id":"1131048202","kind":"news","pubTimestamp":1628905617,"share":"https://ttm.financial/m/news/1131048202?lang=en_US&edition=fundamental","pubTime":"2021-08-14 09:46","market":"us","language":"zh","title":"Soros ate \"liquidation stocks\" such as Tencent Music in Q1, and sold them in Q2","url":"https://stock-news.laohu8.com/highlight/detail?id=1131048202","media":"华尔街见闻","summary":"除了清仓腾讯音乐，还抛售了和一季度买入价值相当的ViacomCBS、百度和唯品会股票。","content":"<p>Author: Li Dan</p><p>The just-disclosed 13F regulatory documents show that the family office of macro trading tycoon Soros has played a short speculation.</p><p>In the first quarter of this year, Bill Hwang's hedge fund Archegos liquidated its position, and the related underlying stocks were sold off on a large scale. Soros's fund management company bought or increased its holdings in four related stocks-ViacomCBS (VIAC), which was worth $194 million at the time, and<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>(BIDU), $46 million<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>(VIPS) and nearly $34 million worth of<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>(TME).</p><p>After the announcement of Soros Fund's position in the first quarter, the Wall Street Journal article mentioned that media sources said that Soros Fund Company did not hold any positions in these stocks before the Archegos liquidation. In other words, taking advantage of the sharp drop in the stock price after the liquidation, Soros Fund aggressively entered the market to buy bottoms, and may have spent at least US $350 million.</p><p>This Friday's 13F document disclosed that in the second quarter of this year, Soros's fund management company sold a total of about $194.3 million worth of ViacomCBS shares, $77 million worth of Baidu and $46.4 million worth of Vipshop, all of which were the same as the company in the first quarter. The three stocks bought by the company were roughly equal in value.</p><p>Soros Fund Company also cleared its positions in the second quarter<a href=\"https://laohu8.com/S/00700\">Tencent</a>Music and Discovery, another stock that fell sharply due to the liquidation of Archegos. Tencent Music was the second largest stock held by Soros Fund in the first quarter, and it was also one of the top five stocks in terms of clearance scale in the second quarter.</p><p>From the perspective of stock price performance, it is not surprising that Soros Fund sold the above-mentioned Archegos liquidation concept stocks. Most of them performed poorly in the second quarter: Vipshop fell by more than 30% in the quarter, Tencent Music and Discovery both fell by more than 20%, and Baidu fell by more than 6%, ViacomCBS was almost the same as the end of the first quarter by the end of the quarter.</p><p>However, after all, Soros is famous for his macro trading, and such fast-forward and fast-out styles are obviously quite different.</p><p>But when it comes to style deviation, it actually has nothing to do with Soros himself. In March of this year, Dawn Fitzpatrick, chief investment officer (CIO) of Soros Fund Management Company, said in an interview with the media that she was willing to enter the market to sweep goods when the market was misaligned.</p><p>When there is a market misalignment (i.e. chaos), we are ready to double down; Once the facts and circumstances support (bargain hunting), we will increase it to triple. \" Some commentators said that since Druckenmiller left the Quantum Fund in 2000, Soros handed over the company to his son. CIOs all rely on the outsourcing model, and he has no successor at all. Style has long since drifted to nowhere.</p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Soros ate \"liquidation stocks\" such as Tencent Music in Q1, and sold them in Q2</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSoros ate \"liquidation stocks\" such as Tencent Music in Q1, and sold them in Q2\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-08-14 09:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Author: Li Dan</p><p>The just-disclosed 13F regulatory documents show that the family office of macro trading tycoon Soros has played a short speculation.</p><p>In the first quarter of this year, Bill Hwang's hedge fund Archegos liquidated its position, and the related underlying stocks were sold off on a large scale. Soros's fund management company bought or increased its holdings in four related stocks-ViacomCBS (VIAC), which was worth $194 million at the time, and<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>(BIDU), $46 million<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>(VIPS) and nearly $34 million worth of<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>(TME).</p><p>After the announcement of Soros Fund's position in the first quarter, the Wall Street Journal article mentioned that media sources said that Soros Fund Company did not hold any positions in these stocks before the Archegos liquidation. In other words, taking advantage of the sharp drop in the stock price after the liquidation, Soros Fund aggressively entered the market to buy bottoms, and may have spent at least US $350 million.</p><p>This Friday's 13F document disclosed that in the second quarter of this year, Soros's fund management company sold a total of about $194.3 million worth of ViacomCBS shares, $77 million worth of Baidu and $46.4 million worth of Vipshop, all of which were the same as the company in the first quarter. The three stocks bought by the company were roughly equal in value.</p><p>Soros Fund Company also cleared its positions in the second quarter<a href=\"https://laohu8.com/S/00700\">Tencent</a>Music and Discovery, another stock that fell sharply due to the liquidation of Archegos. Tencent Music was the second largest stock held by Soros Fund in the first quarter, and it was also one of the top five stocks in terms of clearance scale in the second quarter.</p><p>From the perspective of stock price performance, it is not surprising that Soros Fund sold the above-mentioned Archegos liquidation concept stocks. Most of them performed poorly in the second quarter: Vipshop fell by more than 30% in the quarter, Tencent Music and Discovery both fell by more than 20%, and Baidu fell by more than 6%, ViacomCBS was almost the same as the end of the first quarter by the end of the quarter.</p><p>However, after all, Soros is famous for his macro trading, and such fast-forward and fast-out styles are obviously quite different.</p><p>But when it comes to style deviation, it actually has nothing to do with Soros himself. In March of this year, Dawn Fitzpatrick, chief investment officer (CIO) of Soros Fund Management Company, said in an interview with the media that she was willing to enter the market to sweep goods when the market was misaligned.</p><p>When there is a market misalignment (i.e. chaos), we are ready to double down; Once the facts and circumstances support (bargain hunting), we will increase it to triple. \" Some commentators said that since Druckenmiller left the Quantum Fund in 2000, Soros handed over the company to his son. CIOs all rely on the outsourcing model, and he has no successor at all. Style has long since drifted to nowhere.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3637941\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2d5bfbe6753d37de668d38f4e03a7350","relate_stocks":{"VIPS":"唯品会","TME":"腾讯音乐","BIDU":"百度","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://wallstreetcn.com/articles/3637941","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1131048202","content_text":"作者：李丹\n刚刚披露的13F监管文件显示，宏观交易大佬索罗斯的家族办公室玩了一手短炒。\n今年一季度，Bill Hwang的对冲基金Archegos爆仓，相关标的股票被大举抛售。索罗斯的基金管理公司就买入或增持了四只相关个股——当时价值1.94亿美元的ViacomCBS（VIAC）、价值7700万美元的百度（BIDU）、价值4600万美元的唯品会（VIPS）和价值近3400万美元的腾讯音乐（TME）。\n一季度索罗斯基金的仓位公布后，华尔街见闻文章提到，媒体消息称，在Archegos爆仓发生前，索罗斯基金公司并没有这些股票的持仓。也就是说，趁爆仓后股价大跌之机，索罗斯基金大举进场抄底，可能至少花了3.5亿美元。\n而本周五的13F文件披露，今年二季度，索罗斯的基金管理公司共抛售价值约1.943亿美元的ViacomCBS股票、7700万美元的百度和4640万美元的唯品会，这都和一季度该公司买入的三只个股价值大致相当。\n二季度索罗斯基金公司还清仓了腾讯音乐以及另一只因Archegos爆仓而大跌的个股Discovery。腾讯音乐是一季度索罗斯基金增持股份数第二位的个股，也是二季度清仓规模前五位的个股之一。\n从股价表现看，索罗斯基金抛售上述Archegos爆仓概念股不算意外，二季度它们大多表现逊色：唯品会当季跌超30%，腾讯音乐和 Discovery都跌超20%，百度跌超6%，ViacomCBS到季末几乎持平一季度末水平。\n不过，索罗斯毕竟是以宏观交易闻名于世，如此快进快出显然风格迥异。\n但要说风格偏离，其实也和索罗斯本人无关。今年3月，索罗斯基金管理公司的首席投资官（CIO）Dawn Fitzpatrick就在接受媒体采访时表示，她愿意在市场发生错位的时候进场扫货。\n\n 当出现市场错位（即混乱）时，我们准备着加倍下注；一旦事实和环境支持（抄底），我们还会加大到三倍。”\n\n有评论称，自从2000年Druckenmiller 离开量子基金后，索罗斯就把公司交给儿子打理，CIO都靠外包模式，自己根本没有接班人。风格早就不知道飘到哪里了。","news_type":1,"symbols_score_info":{"BIDU":0.9,"VIPS":0.9,"TME":0.9,"QNETCN":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":897850189,"gmtCreate":1628907219141,"gmtModify":1676529890495,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","vip":1,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3567334721242358","idStr":"3567334721242358"},"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/897850189","repostId":1131048202,"repostType":4,"repost":{"id":"1131048202","kind":"news","pubTimestamp":1628905617,"share":"https://ttm.financial/m/news/1131048202?lang=en_US&edition=fundamental","pubTime":"2021-08-14 09:46","market":"us","language":"zh","title":"Soros ate \"liquidation stocks\" such as Tencent Music in Q1, and sold them in Q2","url":"https://stock-news.laohu8.com/highlight/detail?id=1131048202","media":"华尔街见闻","summary":"除了清仓腾讯音乐，还抛售了和一季度买入价值相当的ViacomCBS、百度和唯品会股票。","content":"<p>Author: Li Dan</p><p>The just-disclosed 13F regulatory documents show that the family office of macro trading tycoon Soros has played a short speculation.</p><p>In the first quarter of this year, Bill Hwang's hedge fund Archegos liquidated its position, and the related underlying stocks were sold off on a large scale. Soros's fund management company bought or increased its holdings in four related stocks-ViacomCBS (VIAC), which was worth $194 million at the time, and<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>(BIDU), $46 million<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>(VIPS) and nearly $34 million worth of<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>(TME).</p><p>After the announcement of Soros Fund's position in the first quarter, the Wall Street Journal article mentioned that media sources said that Soros Fund Company did not hold any positions in these stocks before the Archegos liquidation. In other words, taking advantage of the sharp drop in the stock price after the liquidation, Soros Fund aggressively entered the market to buy bottoms, and may have spent at least US $350 million.</p><p>This Friday's 13F document disclosed that in the second quarter of this year, Soros's fund management company sold a total of about $194.3 million worth of ViacomCBS shares, $77 million worth of Baidu and $46.4 million worth of Vipshop, all of which were the same as the company in the first quarter. The three stocks bought by the company were roughly equal in value.</p><p>Soros Fund Company also cleared its positions in the second quarter<a href=\"https://laohu8.com/S/00700\">Tencent</a>Music and Discovery, another stock that fell sharply due to the liquidation of Archegos. Tencent Music was the second largest stock held by Soros Fund in the first quarter, and it was also one of the top five stocks in terms of clearance scale in the second quarter.</p><p>From the perspective of stock price performance, it is not surprising that Soros Fund sold the above-mentioned Archegos liquidation concept stocks. Most of them performed poorly in the second quarter: Vipshop fell by more than 30% in the quarter, Tencent Music and Discovery both fell by more than 20%, and Baidu fell by more than 6%, ViacomCBS was almost the same as the end of the first quarter by the end of the quarter.</p><p>However, after all, Soros is famous for his macro trading, and such fast-forward and fast-out styles are obviously quite different.</p><p>But when it comes to style deviation, it actually has nothing to do with Soros himself. In March of this year, Dawn Fitzpatrick, chief investment officer (CIO) of Soros Fund Management Company, said in an interview with the media that she was willing to enter the market to sweep goods when the market was misaligned.</p><p>When there is a market misalignment (i.e. chaos), we are ready to double down; Once the facts and circumstances support (bargain hunting), we will increase it to triple. \" Some commentators said that since Druckenmiller left the Quantum Fund in 2000, Soros handed over the company to his son. CIOs all rely on the outsourcing model, and he has no successor at all. Style has long since drifted to nowhere.</p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Soros ate \"liquidation stocks\" such as Tencent Music in Q1, and sold them in Q2</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSoros ate \"liquidation stocks\" such as Tencent Music in Q1, and sold them in Q2\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-08-14 09:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Author: Li Dan</p><p>The just-disclosed 13F regulatory documents show that the family office of macro trading tycoon Soros has played a short speculation.</p><p>In the first quarter of this year, Bill Hwang's hedge fund Archegos liquidated its position, and the related underlying stocks were sold off on a large scale. Soros's fund management company bought or increased its holdings in four related stocks-ViacomCBS (VIAC), which was worth $194 million at the time, and<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>(BIDU), $46 million<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>(VIPS) and nearly $34 million worth of<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>(TME).</p><p>After the announcement of Soros Fund's position in the first quarter, the Wall Street Journal article mentioned that media sources said that Soros Fund Company did not hold any positions in these stocks before the Archegos liquidation. In other words, taking advantage of the sharp drop in the stock price after the liquidation, Soros Fund aggressively entered the market to buy bottoms, and may have spent at least US $350 million.</p><p>This Friday's 13F document disclosed that in the second quarter of this year, Soros's fund management company sold a total of about $194.3 million worth of ViacomCBS shares, $77 million worth of Baidu and $46.4 million worth of Vipshop, all of which were the same as the company in the first quarter. The three stocks bought by the company were roughly equal in value.</p><p>Soros Fund Company also cleared its positions in the second quarter<a href=\"https://laohu8.com/S/00700\">Tencent</a>Music and Discovery, another stock that fell sharply due to the liquidation of Archegos. Tencent Music was the second largest stock held by Soros Fund in the first quarter, and it was also one of the top five stocks in terms of clearance scale in the second quarter.</p><p>From the perspective of stock price performance, it is not surprising that Soros Fund sold the above-mentioned Archegos liquidation concept stocks. Most of them performed poorly in the second quarter: Vipshop fell by more than 30% in the quarter, Tencent Music and Discovery both fell by more than 20%, and Baidu fell by more than 6%, ViacomCBS was almost the same as the end of the first quarter by the end of the quarter.</p><p>However, after all, Soros is famous for his macro trading, and such fast-forward and fast-out styles are obviously quite different.</p><p>But when it comes to style deviation, it actually has nothing to do with Soros himself. In March of this year, Dawn Fitzpatrick, chief investment officer (CIO) of Soros Fund Management Company, said in an interview with the media that she was willing to enter the market to sweep goods when the market was misaligned.</p><p>When there is a market misalignment (i.e. chaos), we are ready to double down; Once the facts and circumstances support (bargain hunting), we will increase it to triple. \" Some commentators said that since Druckenmiller left the Quantum Fund in 2000, Soros handed over the company to his son. CIOs all rely on the outsourcing model, and he has no successor at all. Style has long since drifted to nowhere.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3637941\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2d5bfbe6753d37de668d38f4e03a7350","relate_stocks":{"VIPS":"唯品会","TME":"腾讯音乐","BIDU":"百度","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://wallstreetcn.com/articles/3637941","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1131048202","content_text":"作者：李丹\n刚刚披露的13F监管文件显示，宏观交易大佬索罗斯的家族办公室玩了一手短炒。\n今年一季度，Bill Hwang的对冲基金Archegos爆仓，相关标的股票被大举抛售。索罗斯的基金管理公司就买入或增持了四只相关个股——当时价值1.94亿美元的ViacomCBS（VIAC）、价值7700万美元的百度（BIDU）、价值4600万美元的唯品会（VIPS）和价值近3400万美元的腾讯音乐（TME）。\n一季度索罗斯基金的仓位公布后，华尔街见闻文章提到，媒体消息称，在Archegos爆仓发生前，索罗斯基金公司并没有这些股票的持仓。也就是说，趁爆仓后股价大跌之机，索罗斯基金大举进场抄底，可能至少花了3.5亿美元。\n而本周五的13F文件披露，今年二季度，索罗斯的基金管理公司共抛售价值约1.943亿美元的ViacomCBS股票、7700万美元的百度和4640万美元的唯品会，这都和一季度该公司买入的三只个股价值大致相当。\n二季度索罗斯基金公司还清仓了腾讯音乐以及另一只因Archegos爆仓而大跌的个股Discovery。腾讯音乐是一季度索罗斯基金增持股份数第二位的个股，也是二季度清仓规模前五位的个股之一。\n从股价表现看，索罗斯基金抛售上述Archegos爆仓概念股不算意外，二季度它们大多表现逊色：唯品会当季跌超30%，腾讯音乐和 Discovery都跌超20%，百度跌超6%，ViacomCBS到季末几乎持平一季度末水平。\n不过，索罗斯毕竟是以宏观交易闻名于世，如此快进快出显然风格迥异。\n但要说风格偏离，其实也和索罗斯本人无关。今年3月，索罗斯基金管理公司的首席投资官（CIO）Dawn Fitzpatrick就在接受媒体采访时表示，她愿意在市场发生错位的时候进场扫货。\n\n 当出现市场错位（即混乱）时，我们准备着加倍下注；一旦事实和环境支持（抄底），我们还会加大到三倍。”\n\n有评论称，自从2000年Druckenmiller 离开量子基金后，索罗斯就把公司交给儿子打理，CIO都靠外包模式，自己根本没有接班人。风格早就不知道飘到哪里了。","news_type":1,"symbols_score_info":{"BIDU":0.9,"VIPS":0.9,"TME":0.9,"QNETCN":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":897821309,"gmtCreate":1628906805901,"gmtModify":1676529890338,"author":{"id":"3582761146933339","authorId":"3582761146933339","name":"是龙不是虫","avatar":"https://community-static.tradeup.com/news/88c6c9008bca5a73fbaab442050a9ab3","vip":1,"hat":"https://static.tigerbbs.com/7b75ce0c34afff716602792a5d0929dd","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3582761146933339","idStr":"3582761146933339"},"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/897821309","repostId":1131048202,"repostType":4,"repost":{"id":"1131048202","kind":"news","pubTimestamp":1628905617,"share":"https://ttm.financial/m/news/1131048202?lang=en_US&edition=fundamental","pubTime":"2021-08-14 09:46","market":"us","language":"zh","title":"Soros ate \"liquidation stocks\" such as Tencent Music in Q1, and sold them in Q2","url":"https://stock-news.laohu8.com/highlight/detail?id=1131048202","media":"华尔街见闻","summary":"除了清仓腾讯音乐，还抛售了和一季度买入价值相当的ViacomCBS、百度和唯品会股票。","content":"<p>Author: Li Dan</p><p>The just-disclosed 13F regulatory documents show that the family office of macro trading tycoon Soros has played a short speculation.</p><p>In the first quarter of this year, Bill Hwang's hedge fund Archegos liquidated its position, and the related underlying stocks were sold off on a large scale. Soros's fund management company bought or increased its holdings in four related stocks-ViacomCBS (VIAC), which was worth $194 million at the time, and<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>(BIDU), $46 million<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>(VIPS) and nearly $34 million worth of<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>(TME).</p><p>After the announcement of Soros Fund's position in the first quarter, the Wall Street Journal article mentioned that media sources said that Soros Fund Company did not hold any positions in these stocks before the Archegos liquidation. In other words, taking advantage of the sharp drop in the stock price after the liquidation, Soros Fund aggressively entered the market to buy bottoms, and may have spent at least US $350 million.</p><p>This Friday's 13F document disclosed that in the second quarter of this year, Soros's fund management company sold a total of about $194.3 million worth of ViacomCBS shares, $77 million worth of Baidu and $46.4 million worth of Vipshop, all of which were the same as the company in the first quarter. The three stocks bought by the company were roughly equal in value.</p><p>Soros Fund Company also cleared its positions in the second quarter<a href=\"https://laohu8.com/S/00700\">Tencent</a>Music and Discovery, another stock that fell sharply due to the liquidation of Archegos. Tencent Music was the second largest stock held by Soros Fund in the first quarter, and it was also one of the top five stocks in terms of clearance scale in the second quarter.</p><p>From the perspective of stock price performance, it is not surprising that Soros Fund sold the above-mentioned Archegos liquidation concept stocks. Most of them performed poorly in the second quarter: Vipshop fell by more than 30% in the quarter, Tencent Music and Discovery both fell by more than 20%, and Baidu fell by more than 6%, ViacomCBS was almost the same as the end of the first quarter by the end of the quarter.</p><p>However, after all, Soros is famous for his macro trading, and such fast-forward and fast-out styles are obviously quite different.</p><p>But when it comes to style deviation, it actually has nothing to do with Soros himself. In March of this year, Dawn Fitzpatrick, chief investment officer (CIO) of Soros Fund Management Company, said in an interview with the media that she was willing to enter the market to sweep goods when the market was misaligned.</p><p>When there is a market misalignment (i.e. chaos), we are ready to double down; Once the facts and circumstances support (bargain hunting), we will increase it to triple. \" Some commentators said that since Druckenmiller left the Quantum Fund in 2000, Soros handed over the company to his son. CIOs all rely on the outsourcing model, and he has no successor at all. Style has long since drifted to nowhere.</p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Soros ate \"liquidation stocks\" such as Tencent Music in Q1, and sold them in Q2</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSoros ate \"liquidation stocks\" such as Tencent Music in Q1, and sold them in Q2\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-08-14 09:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Author: Li Dan</p><p>The just-disclosed 13F regulatory documents show that the family office of macro trading tycoon Soros has played a short speculation.</p><p>In the first quarter of this year, Bill Hwang's hedge fund Archegos liquidated its position, and the related underlying stocks were sold off on a large scale. Soros's fund management company bought or increased its holdings in four related stocks-ViacomCBS (VIAC), which was worth $194 million at the time, and<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>(BIDU), $46 million<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>(VIPS) and nearly $34 million worth of<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>(TME).</p><p>After the announcement of Soros Fund's position in the first quarter, the Wall Street Journal article mentioned that media sources said that Soros Fund Company did not hold any positions in these stocks before the Archegos liquidation. In other words, taking advantage of the sharp drop in the stock price after the liquidation, Soros Fund aggressively entered the market to buy bottoms, and may have spent at least US $350 million.</p><p>This Friday's 13F document disclosed that in the second quarter of this year, Soros's fund management company sold a total of about $194.3 million worth of ViacomCBS shares, $77 million worth of Baidu and $46.4 million worth of Vipshop, all of which were the same as the company in the first quarter. The three stocks bought by the company were roughly equal in value.</p><p>Soros Fund Company also cleared its positions in the second quarter<a href=\"https://laohu8.com/S/00700\">Tencent</a>Music and Discovery, another stock that fell sharply due to the liquidation of Archegos. Tencent Music was the second largest stock held by Soros Fund in the first quarter, and it was also one of the top five stocks in terms of clearance scale in the second quarter.</p><p>From the perspective of stock price performance, it is not surprising that Soros Fund sold the above-mentioned Archegos liquidation concept stocks. Most of them performed poorly in the second quarter: Vipshop fell by more than 30% in the quarter, Tencent Music and Discovery both fell by more than 20%, and Baidu fell by more than 6%, ViacomCBS was almost the same as the end of the first quarter by the end of the quarter.</p><p>However, after all, Soros is famous for his macro trading, and such fast-forward and fast-out styles are obviously quite different.</p><p>But when it comes to style deviation, it actually has nothing to do with Soros himself. In March of this year, Dawn Fitzpatrick, chief investment officer (CIO) of Soros Fund Management Company, said in an interview with the media that she was willing to enter the market to sweep goods when the market was misaligned.</p><p>When there is a market misalignment (i.e. chaos), we are ready to double down; Once the facts and circumstances support (bargain hunting), we will increase it to triple. \" Some commentators said that since Druckenmiller left the Quantum Fund in 2000, Soros handed over the company to his son. CIOs all rely on the outsourcing model, and he has no successor at all. Style has long since drifted to nowhere.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3637941\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2d5bfbe6753d37de668d38f4e03a7350","relate_stocks":{"VIPS":"唯品会","TME":"腾讯音乐","BIDU":"百度","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://wallstreetcn.com/articles/3637941","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1131048202","content_text":"作者：李丹\n刚刚披露的13F监管文件显示，宏观交易大佬索罗斯的家族办公室玩了一手短炒。\n今年一季度，Bill Hwang的对冲基金Archegos爆仓，相关标的股票被大举抛售。索罗斯的基金管理公司就买入或增持了四只相关个股——当时价值1.94亿美元的ViacomCBS（VIAC）、价值7700万美元的百度（BIDU）、价值4600万美元的唯品会（VIPS）和价值近3400万美元的腾讯音乐（TME）。\n一季度索罗斯基金的仓位公布后，华尔街见闻文章提到，媒体消息称，在Archegos爆仓发生前，索罗斯基金公司并没有这些股票的持仓。也就是说，趁爆仓后股价大跌之机，索罗斯基金大举进场抄底，可能至少花了3.5亿美元。\n而本周五的13F文件披露，今年二季度，索罗斯的基金管理公司共抛售价值约1.943亿美元的ViacomCBS股票、7700万美元的百度和4640万美元的唯品会，这都和一季度该公司买入的三只个股价值大致相当。\n二季度索罗斯基金公司还清仓了腾讯音乐以及另一只因Archegos爆仓而大跌的个股Discovery。腾讯音乐是一季度索罗斯基金增持股份数第二位的个股，也是二季度清仓规模前五位的个股之一。\n从股价表现看，索罗斯基金抛售上述Archegos爆仓概念股不算意外，二季度它们大多表现逊色：唯品会当季跌超30%，腾讯音乐和 Discovery都跌超20%，百度跌超6%，ViacomCBS到季末几乎持平一季度末水平。\n不过，索罗斯毕竟是以宏观交易闻名于世，如此快进快出显然风格迥异。\n但要说风格偏离，其实也和索罗斯本人无关。今年3月，索罗斯基金管理公司的首席投资官（CIO）Dawn Fitzpatrick就在接受媒体采访时表示，她愿意在市场发生错位的时候进场扫货。\n\n 当出现市场错位（即混乱）时，我们准备着加倍下注；一旦事实和环境支持（抄底），我们还会加大到三倍。”\n\n有评论称，自从2000年Druckenmiller 离开量子基金后，索罗斯就把公司交给儿子打理，CIO都靠外包模式，自己根本没有接班人。风格早就不知道飘到哪里了。","news_type":1,"symbols_score_info":{"BIDU":0.9,"VIPS":0.9,"TME":0.9,"QNETCN":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5523857,"gmtCreate":1628906816928,"gmtModify":1663232355943,"authorId":3582761146933339,"author":{"id":3582761146933339,"idStr":"3582761146933339","authorId":3582761146933339,"name":"是龙不是虫","avatar":"https://community-static.tradeup.com/news/88c6c9008bca5a73fbaab442050a9ab3","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-1","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Elite Trader","description":"Total number of securities or futures transactions reached 30","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"60.71%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":897821309,"type":1,"supId":0,"prevId":0,"content":"可以","text":"可以","html":"可以"}],"langContent":"CN"},{"id":897882887,"gmtCreate":1628905919249,"gmtModify":1676529889887,"author":{"id":"3582187509385859","authorId":"3582187509385859","name":"Schemppho","avatar":"https://community-static.tradeup.com/news/4b8b45305de74218d5dd4689c73a09d4","vip":1,"crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3582187509385859","idStr":"3582187509385859"},"htmlText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/897882887","repostId":1131048202,"repostType":4,"repost":{"id":"1131048202","kind":"news","pubTimestamp":1628905617,"share":"https://ttm.financial/m/news/1131048202?lang=en_US&edition=fundamental","pubTime":"2021-08-14 09:46","market":"us","language":"zh","title":"Soros ate \"liquidation stocks\" such as Tencent Music in Q1, and sold them in Q2","url":"https://stock-news.laohu8.com/highlight/detail?id=1131048202","media":"华尔街见闻","summary":"除了清仓腾讯音乐，还抛售了和一季度买入价值相当的ViacomCBS、百度和唯品会股票。","content":"<p>Author: Li Dan</p><p>The just-disclosed 13F regulatory documents show that the family office of macro trading tycoon Soros has played a short speculation.</p><p>In the first quarter of this year, Bill Hwang's hedge fund Archegos liquidated its position, and the related underlying stocks were sold off on a large scale. Soros's fund management company bought or increased its holdings in four related stocks-ViacomCBS (VIAC), which was worth $194 million at the time, and<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>(BIDU), $46 million<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>(VIPS) and nearly $34 million worth of<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>(TME).</p><p>After the announcement of Soros Fund's position in the first quarter, the Wall Street Journal article mentioned that media sources said that Soros Fund Company did not hold any positions in these stocks before the Archegos liquidation. In other words, taking advantage of the sharp drop in the stock price after the liquidation, Soros Fund aggressively entered the market to buy bottoms, and may have spent at least US $350 million.</p><p>This Friday's 13F document disclosed that in the second quarter of this year, Soros's fund management company sold a total of about $194.3 million worth of ViacomCBS shares, $77 million worth of Baidu and $46.4 million worth of Vipshop, all of which were the same as the company in the first quarter. The three stocks bought by the company were roughly equal in value.</p><p>Soros Fund Company also cleared its positions in the second quarter<a href=\"https://laohu8.com/S/00700\">Tencent</a>Music and Discovery, another stock that fell sharply due to the liquidation of Archegos. Tencent Music was the second largest stock held by Soros Fund in the first quarter, and it was also one of the top five stocks in terms of clearance scale in the second quarter.</p><p>From the perspective of stock price performance, it is not surprising that Soros Fund sold the above-mentioned Archegos liquidation concept stocks. Most of them performed poorly in the second quarter: Vipshop fell by more than 30% in the quarter, Tencent Music and Discovery both fell by more than 20%, and Baidu fell by more than 6%, ViacomCBS was almost the same as the end of the first quarter by the end of the quarter.</p><p>However, after all, Soros is famous for his macro trading, and such fast-forward and fast-out styles are obviously quite different.</p><p>But when it comes to style deviation, it actually has nothing to do with Soros himself. In March of this year, Dawn Fitzpatrick, chief investment officer (CIO) of Soros Fund Management Company, said in an interview with the media that she was willing to enter the market to sweep goods when the market was misaligned.</p><p>When there is a market misalignment (i.e. chaos), we are ready to double down; Once the facts and circumstances support (bargain hunting), we will increase it to triple. \" Some commentators said that since Druckenmiller left the Quantum Fund in 2000, Soros handed over the company to his son. CIOs all rely on the outsourcing model, and he has no successor at all. Style has long since drifted to nowhere.</p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Soros ate \"liquidation stocks\" such as Tencent Music in Q1, and sold them in Q2</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSoros ate \"liquidation stocks\" such as Tencent Music in Q1, and sold them in Q2\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-08-14 09:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Author: Li Dan</p><p>The just-disclosed 13F regulatory documents show that the family office of macro trading tycoon Soros has played a short speculation.</p><p>In the first quarter of this year, Bill Hwang's hedge fund Archegos liquidated its position, and the related underlying stocks were sold off on a large scale. Soros's fund management company bought or increased its holdings in four related stocks-ViacomCBS (VIAC), which was worth $194 million at the time, and<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>(BIDU), $46 million<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>(VIPS) and nearly $34 million worth of<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>(TME).</p><p>After the announcement of Soros Fund's position in the first quarter, the Wall Street Journal article mentioned that media sources said that Soros Fund Company did not hold any positions in these stocks before the Archegos liquidation. In other words, taking advantage of the sharp drop in the stock price after the liquidation, Soros Fund aggressively entered the market to buy bottoms, and may have spent at least US $350 million.</p><p>This Friday's 13F document disclosed that in the second quarter of this year, Soros's fund management company sold a total of about $194.3 million worth of ViacomCBS shares, $77 million worth of Baidu and $46.4 million worth of Vipshop, all of which were the same as the company in the first quarter. The three stocks bought by the company were roughly equal in value.</p><p>Soros Fund Company also cleared its positions in the second quarter<a href=\"https://laohu8.com/S/00700\">Tencent</a>Music and Discovery, another stock that fell sharply due to the liquidation of Archegos. Tencent Music was the second largest stock held by Soros Fund in the first quarter, and it was also one of the top five stocks in terms of clearance scale in the second quarter.</p><p>From the perspective of stock price performance, it is not surprising that Soros Fund sold the above-mentioned Archegos liquidation concept stocks. Most of them performed poorly in the second quarter: Vipshop fell by more than 30% in the quarter, Tencent Music and Discovery both fell by more than 20%, and Baidu fell by more than 6%, ViacomCBS was almost the same as the end of the first quarter by the end of the quarter.</p><p>However, after all, Soros is famous for his macro trading, and such fast-forward and fast-out styles are obviously quite different.</p><p>But when it comes to style deviation, it actually has nothing to do with Soros himself. In March of this year, Dawn Fitzpatrick, chief investment officer (CIO) of Soros Fund Management Company, said in an interview with the media that she was willing to enter the market to sweep goods when the market was misaligned.</p><p>When there is a market misalignment (i.e. chaos), we are ready to double down; Once the facts and circumstances support (bargain hunting), we will increase it to triple. \" Some commentators said that since Druckenmiller left the Quantum Fund in 2000, Soros handed over the company to his son. CIOs all rely on the outsourcing model, and he has no successor at all. Style has long since drifted to nowhere.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3637941\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2d5bfbe6753d37de668d38f4e03a7350","relate_stocks":{"VIPS":"唯品会","TME":"腾讯音乐","BIDU":"百度","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://wallstreetcn.com/articles/3637941","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1131048202","content_text":"作者：李丹\n刚刚披露的13F监管文件显示，宏观交易大佬索罗斯的家族办公室玩了一手短炒。\n今年一季度，Bill Hwang的对冲基金Archegos爆仓，相关标的股票被大举抛售。索罗斯的基金管理公司就买入或增持了四只相关个股——当时价值1.94亿美元的ViacomCBS（VIAC）、价值7700万美元的百度（BIDU）、价值4600万美元的唯品会（VIPS）和价值近3400万美元的腾讯音乐（TME）。\n一季度索罗斯基金的仓位公布后，华尔街见闻文章提到，媒体消息称，在Archegos爆仓发生前，索罗斯基金公司并没有这些股票的持仓。也就是说，趁爆仓后股价大跌之机，索罗斯基金大举进场抄底，可能至少花了3.5亿美元。\n而本周五的13F文件披露，今年二季度，索罗斯的基金管理公司共抛售价值约1.943亿美元的ViacomCBS股票、7700万美元的百度和4640万美元的唯品会，这都和一季度该公司买入的三只个股价值大致相当。\n二季度索罗斯基金公司还清仓了腾讯音乐以及另一只因Archegos爆仓而大跌的个股Discovery。腾讯音乐是一季度索罗斯基金增持股份数第二位的个股，也是二季度清仓规模前五位的个股之一。\n从股价表现看，索罗斯基金抛售上述Archegos爆仓概念股不算意外，二季度它们大多表现逊色：唯品会当季跌超30%，腾讯音乐和 Discovery都跌超20%，百度跌超6%，ViacomCBS到季末几乎持平一季度末水平。\n不过，索罗斯毕竟是以宏观交易闻名于世，如此快进快出显然风格迥异。\n但要说风格偏离，其实也和索罗斯本人无关。今年3月，索罗斯基金管理公司的首席投资官（CIO）Dawn Fitzpatrick就在接受媒体采访时表示，她愿意在市场发生错位的时候进场扫货。\n\n 当出现市场错位（即混乱）时，我们准备着加倍下注；一旦事实和环境支持（抄底），我们还会加大到三倍。”\n\n有评论称，自从2000年Druckenmiller 离开量子基金后，索罗斯就把公司交给儿子打理，CIO都靠外包模式，自己根本没有接班人。风格早就不知道飘到哪里了。","news_type":1,"symbols_score_info":{"BIDU":0.9,"VIPS":0.9,"TME":0.9,"QNETCN":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5523785,"gmtCreate":1628906527044,"gmtModify":1663232357449,"authorId":4088244350046540,"author":{"id":4088244350046540,"idStr":"4088244350046540","authorId":4088244350046540,"name":"LewisDua","avatar":"https://static.tigerbbs.com/ce9df97fc06f683fba43514a060de194","vip":1,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":897882887,"type":1,"supId":0,"prevId":0,"content":"[财迷]","text":"[财迷]","html":"[财迷]"},{"id":5523710,"gmtCreate":1628906160592,"gmtModify":1663232356932,"authorId":4088125554959510,"author":{"id":4088125554959510,"idStr":"4088125554959510","authorId":4088125554959510,"name":"Vicholes","avatar":"https://static.itradeup.com/news/a52c68e0b84d7f61c9d9ccf225bb2bb8","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":897882887,"type":1,"supId":0,"prevId":0,"content":"[微笑] [微笑] [微笑]","text":"[微笑] [微笑] [微笑]","html":"[微笑] [微笑] [微笑]"},{"id":5524231,"gmtCreate":1628909000632,"gmtModify":1635151930361,"authorId":3576276306027110,"author":{"id":3576276306027110,"idStr":"3576276306027110","authorId":3576276306027110,"name":"xiaochen10","avatar":"https://static.tigerbbs.com/5b1ab0cdd6be0408a7de20a01c26885a","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":897882887,"type":1,"supId":0,"prevId":0,"content":"[难过]","text":"[难过]","html":"[难过]"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":66,"commentSize":6,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1131048202","isCrawlerRequest":true}