开盘$22.29
昨收$21.98
当日区间$21.65 – $22.84
成交量4.10M
市值$4.48B
市盈率(TTM)9.8
股息率–
股权结构与仓位
谁在持有、谁在做空,以及大资金的流向
机构持股比例99.9%+0.24 个百分点,较上季度
持仓机构数331-1 ,较上季度
内部人近期交易16次买入 / 13次卖出净买入
空头持仓比例6.86% 占流通股回补天数 4.8 · 截至 15 Oct 2026
卖空成交量占比11.2%近5日成交量平均占比
卖空成交量占当日成交量比例
大单净流入,近20个交易日
大单买入减卖出的净额(美元)。该窗口期内:+$1.80M(11个净流入日,9个净流出日)。
按单量净流入,近20个交易日
超大单/大单近似机构级别交易;中单/小单近似散户级别交易。各档买入减卖出净额,按窗口期累计。
已披露的前五大股东合计持有45.5%的流通股。
最大股东
按投资者类型
过去6次双周报告中(31 Jul 2026至15 Oct 2026),空头持仓占流通股比例已从6.55%升至6.86%。
近期机构持仓变动
| 股东 | 类型 | 期间 | 持股变动 | 新持股比例 |
|---|---|---|---|---|
| Krane Funds Advisors, LLC | Mutual Fund | 2026/Q3 | +2,301,688 | 1.2% |
| Baron Capital Group, Inc. | Mutual Fund | 2026/Q3 | +1,641,936 | 2.9% |
| Vanguard Capital Management, LLC | Mutual Fund | 2026/Q3 | +837,600 | 2.5% |
| Barclays PLC | Public Company | 2026/Q3 | +3,663,017 | 3.3% |
| TOMS Capital Investment Management LP | Hedge Fund | 2026/Q3 | +2,722,000 | 1.4% |
| Clearline Capital LP | Hedge Fund | 2026/Q3 | +1,665,600 | 0.8% |
| Slate Path Capital LP | Hedge Fund | 2026/Q3 | +1,501,100 | 0.7% |
| Alyeska Investment Group, L.P. | Hedge Fund | 2026/Q3 | +1,154,533 | 0.8% |
| Singapore | Government | 2026/Q3 | +1,146,884 | 0.6% |
| The Goldman Sachs Group, Inc. | Public Company | 2026/Q3 | +1,121,627 | 1.6% |
| Carrhae Capital, LLP | Hedge Fund | 2026/Q3 | +1,115,757 | 1.6% |
| Tekne Capital Management, LLC | Hedge Fund | 2026/Q3 | +925,000 | 3.0% |
| The Baupost Group, L.L.C. | Hedge Fund | 2026/Q3 | +725,000 | 1.9% |
| Triata Capital Limited | Mutual Fund | 2026/Q3 | +617,318 | 0.9% |
| Point72 Asset Management, L.P. | Hedge Fund | 2026/Q3 | +616,711 | 1.1% |
按报告期列出的机构买卖动态,变动幅度从大到小排列。
内部人交易
| 日期 | 内部人 | 职位 | 交易类型 | 股数 | 价格 | 交易后持股 |
|---|---|---|---|---|---|---|
| 9 Jun 2026 | Yixin Qian | Executive Vice President of Operation | Open Market Disposition | -10,000 | $35.25 | 66,865 |
| 1 Jun 2026 | Qing Ye | Independent Director | Open Market Disposition | -37,394 | $36.21 | – |
| 25 May 2026 | Qiang Chang Sun | Independent Director | Intent to Sell (Form 144) | -10,000 | – | – |
| 21 May 2026 | Kejing Zhang | Executive Vice President of Sales & Service | Sale to Issuer | -5,899 | $33.80 | 39,592 |
| 21 May 2026 | Kejing Zhang | Executive Vice President of Sales & Service | Other Acquisition | +17,313 | – | 39,592 |
| 19 May 2026 | Hua Chen | Independent Director | Initial Statement of Beneficial | +0 | – | 50,000 |
| 14 May 2026 | Qiang Chang Sun | Independent Director | Other Acquisition | +980 | – | 58,150 |
| 14 May 2026 | Ah Doo Lim | Former Independent Director | Other Acquisition | +1,390 | – | 74,970 |
| 14 May 2026 | Tat Hiang Sio | Vice-Chairman | Other Acquisition | +1,840 | – | 211,048 |
| 14 May 2026 | Zulkifli Bin Baharudin | Independent Director | Other Acquisition | +1,500 | – | 90,650 |
| 14 May 2026 | Chee Ming Liu | Director | Other Acquisition | +980 | – | 29,270 |
| 14 May 2026 | Bruno Lopez | Director | Other Acquisition | +1,290 | – | 106,884 |
| 14 May 2026 | Gary Wojtaszek | Director | Other Acquisition | +980 | – | 88,219 |
| 14 May 2026 | Satoshi Okada | Former Director | Other Acquisition | +980 | – | 98,939 |
| 14 May 2026 | Bin Yu | Independent Director | Other Acquisition | +1,190 | – | 73,420 |
| 14 May 2026 | Jonathan King | Member of Executive Committee | Other Acquisition | +160 | – | 16,827 |
| 14 May 2026 | Qing Ye | Independent Director | Other Acquisition | +1,140 | – | 37,394 |
| 29 Apr 2026 | Wei Huang | Founder, Chairman of the Board & CEO | Other Acquisition | +200,888 | – | 519,559 |
| 29 Apr 2026 | Daniel A. Newman | Chief Financial Officer | Other Acquisition | +161,492 | – | 1,189,384 |
| 29 Apr 2026 | Yan Liang | Executive Vice President of Data Center Operation & Delivery | Other Acquisition | +20,775 | – | 79,658 |
数据来自Form 4/Form 144申报文件。负数为减持(出售、赠予或代扣税款股份),正数为增持。
空头持仓(按报告期)
| 报告日期 | 空头股数 | 占流通股比例 | 回补天数 |
|---|---|---|---|
| 15 Oct 2026 | 13,744,096 | 6.9% | 4.8 |
| 30 Sep 2026 | 11,449,800 | 5.7% | 10.1 |
| 15 Sep 2026 | 12,402,997 | 6.2% | 11.5 |
| 31 Aug 2026 | 13,262,982 | 6.6% | 8.9 |
| 14 Aug 2026 | 12,705,261 | 6.3% | 6.3 |
| 31 Jul 2026 | 13,132,588 | 6.6% | 8.4 |
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