--- title: "景林资产四季度减持英伟达，重仓谷歌、Meta 和拼多多" description: "景林资产在四季度增持谷歌母公司 Alphabet、英特尔、拼多多等股票，同时减持英伟达、Meta 等。其投资组合重仓谷歌 A、Meta、拼多多等，英伟达配置占比第七。市场有风险，投资需谨慎。" type: "news" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/275183926.md" published_at: "2026-02-06T23:54:11.000Z" --- # 景林资产四季度减持英伟达，重仓谷歌、Meta 和拼多多 > 景林资产在四季度增持谷歌母公司 Alphabet、英特尔、拼多多等股票，同时减持英伟达、Meta 等。其投资组合重仓谷歌 A、Meta、拼多多等，英伟达配置占比第七。市场有风险，投资需谨慎。 据景林资产 13F 披露文件，景林资产管理香港有限公司四季度增持谷歌母公司 Alphabet（谷歌 A）92.968 万股，增持英特尔 69.436 万股，增持拼多多 61.131 万股，并增持博通和富途控股。 减持新思科技、谷歌 C、Spotify、联合健康、台积电、Sea、优步（Uber）、Weride Inc.，减持 Meta Platforms 22.906 万股，减持英伟达 154 万股，减持贝壳 188 万股。 在其投资组合中，重仓谷歌 A、Meta、拼多多、网易、满帮，英伟达配置占比第七，阿里巴巴、英特尔紧随其后。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。 ### Related Stocks - [META.US - Meta](https://longbridge.com/zh-CN/quote/META.US.md) - [GOOG.US - 谷歌-C](https://longbridge.com/zh-CN/quote/GOOG.US.md) - [GOOGL.US - 谷歌-A](https://longbridge.com/zh-CN/quote/GOOGL.US.md) - [PDD.US - 拼多多](https://longbridge.com/zh-CN/quote/PDD.US.md) - [NVDY.US - 英伟达期权收益策略 ETF - YieldMax](https://longbridge.com/zh-CN/quote/NVDY.US.md) - [METU.US - 2 倍做多 Meta ETF - Direxion](https://longbridge.com/zh-CN/quote/METU.US.md) - [NVDU.US - 2 倍做多英伟达 ETF - Direxion](https://longbridge.com/zh-CN/quote/NVDU.US.md) - [NVD.US - 2 倍做空 NVDA ETF - GraniteShares](https://longbridge.com/zh-CN/quote/NVD.US.md) - [NVDX.US - 2 倍做多 NVDA ETF - T-Rex](https://longbridge.com/zh-CN/quote/NVDX.US.md) - [GGLL.US - 2 倍做多谷歌 ETF - Direxion](https://longbridge.com/zh-CN/quote/GGLL.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Threads is testing a shortcut to quickly start DM conversations | Threads is testing a new DM shortcut that allows users to initiate direct messaging by typing "DM me" or "Message me" in | [Link](https://longbridge.com/zh-CN/news/277081021.md) | | This Is What Whales Are Betting On Meta Platforms | Financial giants are bullish on Meta Platforms (NASDAQ:META), with 59% of traders showing optimism. Recent options tradi | [Link](https://longbridge.com/zh-CN/news/276912472.md) | | Meta’s TPU Deal with Google: What It Means for Nvidia | Meta Platforms Inc. has entered a multiyear, multibillion-dollar AI-chip partnership with Alphabet Inc., leasing Google’ | [Link](https://longbridge.com/zh-CN/news/277172946.md) | | A Meta AI security researcher said an OpenClaw agent ran amok on her inbox | Meta AI researcher Summer Yu shared a cautionary tale about her OpenClaw AI agent, which mistakenly deleted her emails w | [Link](https://longbridge.com/zh-CN/news/276664570.md) | | Alphabet Inc. $GOOG Holdings Boosted by Compound Planning Inc. | Compound Planning Inc. increased its stake in Alphabet Inc. (NASDAQ:GOOG) by 12% in Q3, now holding 216,691 shares value | [Link](https://longbridge.com/zh-CN/news/277166808.md) | --- > **免责声明**：本文内容仅供参考，不构成任何投资建议。