George Jiang
Greenwoods / Jinglin · 中国长期價值和複利型企業研究
Greenwoods / Jinglin 是理解中国價值投資、长期複利企業和 A/H/ADR 跨市場配置的重要機構样本；George Jiang 的公開資料、基金信和美股持倉能串起機構對企業質量、估值纪律和中国資產周期的判断。最值得看的是长期持有案例、行業選擇和中概/港股之間的配置變化。
| 股票 | 股數 | 市值 | 权重 |
|---|---|---|---|
GOOGL
|
2,921,634 | $840.1M | 21.7% |
PDD
|
5,103,804 | $521.5M | 13.4% |
NTES
|
3,190,000 | $357.1M | 9.2% |
YMM
|
40,957,519 | $339.9M | 8.8% |
META
|
541,689 | $309.9M | 8.0% |
INTC
|
6,923,236 | $305.5M | 7.9% |
AMZN
|
1,004,700 | $209.2M | 5.4% |
FUTU
|
996,348 | $136.3M | 3.5% |
NVDA
|
762,748 | $133.0M | 3.4% |
TCOM
|
2,604,281 | $129.7M | 3.3% |
ATAT
|
2,591,136 | $95.4M | 2.5% |
BABA
|
703,009 | $88.2M | 2.3% |
EDU
|
1,328,218 | $75.2M | 1.9% |
AAPL
|
248,368 | $63.0M | 1.6% |
HTHT
|
1,063,181 | $53.5M | 1.4% |
QFIN
|
3,295,438 | $42.5M | 1.1% |
SE
|
488,048 | $40.4M | 1.0% |
UNH
|
130,310 | $35.3M | 0.9% |
TSM
|
83,052 | $28.1M | 0.7% |
TAL
|
2,448,817 | $27.8M | 0.7% |
| 股票 | 動作 | 13F 時間 | 當前股數 | 上期股數 | 股數變化 | 13F市值變化 |
|---|---|---|---|---|---|---|
|
META
|
大幅減持 | 2026-03-31 披露 2026-05-08 | 541,689 | 996,908 | -45.7% | -$348.1M |
|
INTC
|
大幅增持 | 2026-03-31 披露 2026-05-08 | 6,923,236 | 2,590,400 | 167.3% | +$209.9M |
|
AMZN
|
新增 | 2026-03-31 披露 2026-05-08 | 1,004,700 | 0 | - | +$209.2M |
|
TCOM
|
新增 | 2026-03-31 披露 2026-05-08 | 2,604,281 | 0 | - | +$129.7M |
AVGO
|
清倉 | 2026-03-31 披露 2026-05-08 | 0 | 245,800 | -100.0% | -$85.1M |
|
NTES
|
小幅減持 | 2026-03-31 披露 2026-05-08 | 3,190,000 | 3,212,200 | -0.7% | -$85.0M |
SNPS
|
清倉 | 2026-03-31 披露 2026-05-08 | 0 | 163,661 | -100.0% | -$76.9M |
|
PDD
|
大幅增持 | 2026-03-31 披露 2026-05-08 | 5,103,804 | 3,968,270 | 28.6% | +$71.5M |
|
FUTU
|
小幅減持 | 2026-03-31 披露 2026-05-08 | 996,348 | 1,135,821 | -12.3% | -$50.3M |
|
BABA
|
大幅減持 | 2026-03-31 披露 2026-05-08 | 703,009 | 843,409 | -16.6% | -$35.4M |
|
YMM
|
大幅增持 | 2026-03-31 披露 2026-05-08 | 40,957,519 | 28,597,879 | 43.2% | +$33.1M |
BEKE
|
清倉 | 2026-03-31 披露 2026-05-08 | 0 | 1,793,195 | -100.0% | -$28.3M |
|
NVDA
|
小幅減持 | 2026-03-31 披露 2026-05-08 | 762,748 | 837,907 | -9.0% | -$23.2M |
JKS
|
清倉 | 2026-03-31 披露 2026-05-08 | 0 | 780,933 | -100.0% | -$20.2M |
|
HTHT
|
大幅增持 | 2026-03-31 披露 2026-05-08 | 1,063,181 | 842,822 | 26.1% | +$13.8M |
XBI
|
清倉 | 2026-03-31 披露 2026-05-08 | 0 | 68,265 | -100.0% | -$8.3M |
LITE
|
新增 | 2026-03-31 披露 2026-05-08 | 10,822 | 0 | - | +$7.6M |
MMYT
|
大幅增持 | 2026-03-31 披露 2026-05-08 | 388,557 | 256,900 | 51.2% | -$6.6M |
|
ATAT
|
小幅增持 | 2026-03-31 披露 2026-05-08 | 2,591,136 | 2,290,136 | 13.1% | +$5.1M |
|
AAPL
|
大幅增持 | 2026-03-31 披露 2026-05-08 | 248,368 | 213,104 | 16.5% | +$5.1M |
|
GOOGL
|
小幅增持 | 2026-03-31 披露 2026-05-08 | 2,921,634 | 2,690,000 | 8.6% | -$1.8M |
|
SE
|
大幅增持 | 2026-03-31 披露 2026-05-08 | 488,048 | 324,147 | 50.6% | -$936,178 |
|
TSM
|
小幅減持 | 2026-03-31 披露 2026-05-08 | 83,052 | 89,826 | -7.5% | +$770,200 |
|
TAL
|
小幅減持 | 2026-03-31 披露 2026-05-08 | 2,448,817 | 2,597,180 | -5.7% | -$492,185 |
中欧国際工商学院相關文章整理蒋锦志對價值投資、中国企業和长期機會的公開觀點，是景林中文公開資料的补充。
新浪财經對景林資產蒋锦志的公開報道介绍其长期投資框架、逆向思考和對中国優質企業的關注，是中文公開資料里较可用的人物入口。