Billionaire Investors Michael Burry, David Tepper Could Benefit From China's Stimulus Measures
Billionaire Investors Michael Burry, David Tepper Could Benefit From China's Stimulus Measures
The People's Bank of China held rates steady this week, but investors anticipate more rate cuts next year, possibly in response to U.S. tariffs which may come with the Trump administration. China revealed additional economic stimulus measures on Tuesday in an effort to revive its struggling economy. Some hedge fund managers anticipated the move and have been buying up shares of Chinese tech companies that could benefit as Beijing unleashes more fiscal support.
中國在週二公佈了額外的經濟刺激措施，以恢復其疲弱的經濟。一些對沖基金經理預料到了這一舉措，紛紛購買可能受益於北京釋放更多財政支持的中國科技公司的股票。
The Details: China's Ministry of Finance on Tuesday pledged to boost domestic demand, increase government spending through pension and medical insurance subsidies and support a consumer goods trade-in program.
詳細信息：週二，中國財政部承諾將增加國內需求，通過養老金和醫療保險補貼增加政府支出，並支持消費品以舊換新計劃。
According to a Reuters report, Beijing is also planning to increase special government bond issuance to 3 trillion yuan in 2025, up from 1 trillion yuan in 2024, to spur growth.
根據路透社的報道，北京還計劃將特別政府債券的發行量在2025年提高至3萬億人民幣，高於2024年的1萬億人民幣，以刺激增長。
The People's Bank of China held rates steady this week, but investors anticipate more rate cuts next year, possibly in response to U.S. tariffs which may come with the Trump administration.
中國人民銀行本週維持利率不變，但投資者預計明年可能會有更多減息，可能是應對特朗普政府可能施加的美國關稅。
Expert Traders: Hedge funds led by seasoned investors Michael Burry and John Tepper made significant investments in Chinese stocks that may react to China's ongoing economic stimulus efforts.
專家交易員：由經驗豐富的投資者邁克爾·巴里和約翰·泰珀領導的對沖基金在中國股票上進行了重大投資，這些股票可能會對中國正在進行的經濟刺激措施作出反應。
'Big Short': Burry's Scion Asset Management fund is heavily invested in Chinese companies and added to its sizable positions in the third quarter, according to the latest 13F filing.
《大空頭》：巴里的Scion資產管理基金大量投資於中國公司，並在第三季度進一步加大了其持倉，根據最新的13F文件。
Scion holds 200,000 shares of Alibaba Group Holding Ltd. (NYSE:BABA), representing its top holding and 16.36% of the fund's total investments. Chinese e-commerce giant JD.com, Inc. (NASDAQ:JD) is the firm's second-largest holding, with 500,000 shares, representing 15.41% of its portfolio.
Scion持有200,000股阿里巴巴(臨時代碼)（紐交所：BABA），佔其最大持倉，約爲基金總投資的16.36%。中國電子商務巨頭京東(臨時代碼)（納斯達克：JD）是該公司第二大持倉，持有500,000股，約佔其投資組合的15.41%。
John Tepper: Appaloosa Management's Tepper recently told CNBC that he was bullish on "everything" China-related due to the government's stimulus efforts and the firm's most recent SEC filings shows the investor put his money where his mouth is.
約翰·泰珀：Appaloosa管理公司的泰珀最近告訴CNBC，由於政府的刺激措施，他對與中國相關的 "一切 "持看好態度，而該公司的最新SEC文件顯示，該投資者確實有行動。
"I didn't know that they were going to bring out the big guns," Tepper said on CNBC's Squawk Box. "They kind of blew away expectations on the fiscal stimulus ... And I think there's a whole shift."
「我不知道他們會拿出重磅武器，」 Tepper在CNBC的Squawk Box上說。「他們的財政刺激超出了預期……而且我認爲有一整個轉變。」
Alibaba and PDD Holdings, Inc. (NASDAQ:PDD) are the top holdings in Appaloosa's fund, which also holds smaller positions in JD.com, Baidu, Inc. (NASDAQ:BIDU), and the KraneShares CSI China Internet ETF (NYSE:KWEB).
阿里巴巴和拼多多（納斯達克:PDD）是Appaloosa基金的主要持股，該基金還持有京東、百度（納斯達克:BIDU）以及KraneShares中國海外互聯網ETF（紐交所:KWEB）的少量股份。
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Image: Shutterstock
圖片：Shutterstock
譯文內容由第三人軟體翻譯。
