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卷毛_6238
一个背八股文的垃圾而已
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卷毛_6238
2021-08-26
已抄底,拿学费抄的底🤣。准备拿到过年拼多多业绩爆发
抱歉,原内容已删除
卷毛_6238
2021-07-30
牛逼企业
特斯拉下调Model 3标准续航升级版的价格
卷毛_6238
2021-06-05
$火币科技(01611)$
垃圾,老拔网线
卷毛_6238
2021-05-05
吓死你,刚才一个小时就赚了13个点
抱歉,原内容已删除
卷毛_6238
2021-04-19
狗狗币今早又涨了8%,真他吗吓人
抱歉,原内容已删除
卷毛_6238
2021-04-15
$跟谁学(GSX)$
一年以前他值10块,吃了疫情的红利,现在他最多也就值十块,奉劝各位不要研究k线了,看清楚本质,老老实实斟酌
卷毛_6238
2021-04-15
取代黄金作为硬通货可以
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卷毛_6238
2021-04-14
保释的请求被拒绝。。
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卷毛_6238
2021-04-14
由于仰慕特斯拉,然后买了蔚来。。。我怎么感觉作者思维有点不对,你喜欢新疆迪丽热巴,然后娶了蒙古大姐。。。
抱歉,原内容已删除
卷毛_6238
2021-04-13
$百度(BIDU)$
不换李彦宏,百度依旧会半死不活,十年沦陷就说明李彦宏不适应竞争,这点跟微软很像,换掉鲍尔默,微软增长五倍,李彦宏执着于某个点,没有全局观,需要换一个纳拉德这种CEO,百度才可以起死回生
卷毛_6238
2021-04-10
$跟谁学(GSX)$
你们这些人还想抄拉总的底,拉总自己早设计好抄底路线了,27该走就走,别耽误自己了,我在34的时候就已经加仓平衡价格跑掉了,这个股依我看就值4美元,公司套路全是10元六科的网课,能做起来我跟你姓
卷毛_6238
2021-04-10
这下不嚣张了,不玩杠杆空手套白狼了,不排挤同行了
阿里:对处罚坚决服从,4月12日上午开电话会议讨论
卷毛_6238
2021-04-08
$跟谁学(GSX)$
奉劝各位别玩这个票了,老板就不是什么正经搞教育的人,天天玩数字金钱游戏,上蹿下跳割韭菜,拉总什么时候抄底,你也不知道,他一个决定,股价上蹿下跳,反正他亏不了,教育本来就是人才大战,他没核心技术,他还是本质a股割韭菜玩法
卷毛_6238
2021-04-07
模式都一样,比的是数据精准度,比的是谁的损失更小,你认为国美的数据量有pdd的面大,还是有阿里的技术强,还是有京东的技术准?大言不惭,我准备做空国美,苏宁都快死了,还在吹牛,空壳公司的绝命挣扎罢了,说不定你股东自己都会做空
黄光裕回应“与京东、拼多多的竞争”
卷毛_6238
2021-04-07
十年前你们也是这样忽悠我爸加仓的,加仓加到实在不信你们的鬼话了,这才算了的
抱歉,原内容已删除
卷毛_6238
2021-04-05
$跟谁学(GSX)$
这票感觉没救了,政策性打压,教育行业不允许资本逐利,但我又不想甩
卷毛_6238
2021-04-05
If the price is 135 dollars,I'll take as many as you have!Shit,does Tiger have no more editors?
小摩:将特斯拉目标价从135美元提高到155美元
卷毛_6238
2021-04-05
$百度(BIDU)$
等你到1000,等特斯拉到2000,我和朋友的联合账户就会让本不富裕的的家庭更加富裕了🤣
卷毛_6238
2021-04-05
$特斯拉(TSLA)$
3000其实对于一个技术领先的全球性公司来说,很简单
卷毛_6238
2021-04-03
那你怎么不存银行啊,还未有败绩,只要投资就会有败绩,赢了吹输了low,有意思吗,强如雷特兄弟,前几十年还不是大杀四方,后来又不如何,你拿十年前的东西,跟现在比,真他吗馊主意
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href=\"https://laohu8.com/S/TSLA\">特斯拉</a>宣布,即日起,特斯拉Model 3标准续航升级版的价格下调15000元人民币,调整后的价格为235900元人民币(此为补贴后起售价)。此次价格调整反映了成本波动的实际情况。特斯拉秉承着价格公开透明的原则,将持续为大家带来更为优质的产品与体验。 <img src=\"https://static.tigerbbs.com/7c7bde6b2632c144852216c2707bf3d9\" tg-width=\"3352\" tg-height=\"1868\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1fd218e5c5957c09b71dd359f7065c93","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106472549","content_text":"7月30日讯,特斯拉宣布,即日起,特斯拉Model 3标准续航升级版的价格下调15000元人民币,调整后的价格为235900元人民币(此为补贴后起售价)。此次价格调整反映了成本波动的实际情况。特斯拉秉承着价格公开透明的原则,将持续为大家带来更为优质的产品与体验。 ","news_type":1},"isVote":1,"tweetType":1,"viewCount":2344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":112461173,"gmtCreate":1622903798792,"gmtModify":1622903798792,"author":{"id":"3517061285273074","authorId":"3517061285273074","name":"卷毛_6238","avatar":"https://static.tigerbbs.com/dab7a700a66e334bc31b5393a4012c6f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517061285273074","authorIdStr":"3517061285273074"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01611\">$火币科技(01611)$</a>垃圾,老拔网线","listText":"<a 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-04-10 09:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>市场消息,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>表示将于4月12日上午8:00召开电话会议讨论行政处罚决定。</p><p>阿里巴巴此前发布公告:今天,我们收到《国家市场监督管理总局行政处罚决定书》,对此处罚,我们诚恳接受,坚决服从。我们将强化依法经营,进一步加强合规体系建设,立足创新发展,更好履行社会责任。 </p><p><b>详情:</b><a href=\"https://laohu8.com/NW/1145816571\" target=\"_blank\"><b>罚款182.28亿!市场监管总局处罚阿里巴巴垄断行为</b></a></p><p><img src=\"https://static.tigerbbs.com/05a8cf9dd311a666c10cb3f751264015\" tg-width=\"720\" tg-height=\"973\" 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详情:罚款182.28亿!市场监管总局处罚阿里巴巴垄断行为","news_type":1},"isVote":1,"tweetType":1,"viewCount":1652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341793366,"gmtCreate":1617853239755,"gmtModify":1617853239755,"author":{"id":"3517061285273074","authorId":"3517061285273074","name":"卷毛_6238","avatar":"https://static.tigerbbs.com/dab7a700a66e334bc31b5393a4012c6f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517061285273074","authorIdStr":"3517061285273074"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>奉劝各位别玩这个票了,老板就不是什么正经搞教育的人,天天玩数字金钱游戏,上蹿下跳割韭菜,拉总什么时候抄底,你也不知道,他一个决定,股价上蹿下跳,反正他亏不了,教育本来就是人才大战,他没核心技术,他还是本质a股割韭菜玩法","listText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>奉劝各位别玩这个票了,老板就不是什么正经搞教育的人,天天玩数字金钱游戏,上蹿下跳割韭菜,拉总什么时候抄底,你也不知道,他一个决定,股价上蹿下跳,反正他亏不了,教育本来就是人才大战,他没核心技术,他还是本质a股割韭菜玩法","text":"$跟谁学(GSX)$奉劝各位别玩这个票了,老板就不是什么正经搞教育的人,天天玩数字金钱游戏,上蹿下跳割韭菜,拉总什么时候抄底,你也不知道,他一个决定,股价上蹿下跳,反正他亏不了,教育本来就是人才大战,他没核心技术,他还是本质a股割韭菜玩法","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341793366","isVote":1,"tweetType":1,"viewCount":2992,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341836785,"gmtCreate":1617802062947,"gmtModify":1617802062947,"author":{"id":"3517061285273074","authorId":"3517061285273074","name":"卷毛_6238","avatar":"https://static.tigerbbs.com/dab7a700a66e334bc31b5393a4012c6f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517061285273074","authorIdStr":"3517061285273074"},"themes":[],"htmlText":"模式都一样,比的是数据精准度,比的是谁的损失更小,你认为国美的数据量有pdd的面大,还是有阿里的技术强,还是有京东的技术准?大言不惭,我准备做空国美,苏宁都快死了,还在吹牛,空壳公司的绝命挣扎罢了,说不定你股东自己都会做空","listText":"模式都一样,比的是数据精准度,比的是谁的损失更小,你认为国美的数据量有pdd的面大,还是有阿里的技术强,还是有京东的技术准?大言不惭,我准备做空国美,苏宁都快死了,还在吹牛,空壳公司的绝命挣扎罢了,说不定你股东自己都会做空","text":"模式都一样,比的是数据精准度,比的是谁的损失更小,你认为国美的数据量有pdd的面大,还是有阿里的技术强,还是有京东的技术准?大言不惭,我准备做空国美,苏宁都快死了,还在吹牛,空壳公司的绝命挣扎罢了,说不定你股东自己都会做空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/341836785","repostId":"1176097508","repostType":4,"repost":{"id":"1176097508","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1617797926,"share":"https://www.laohu8.com/m/news/1176097508?lang=&edition=full","pubTime":"2021-04-07 20:18","market":"hk","language":"zh","title":"黄光裕回应“与京东、拼多多的竞争”","url":"https://stock-news.laohu8.com/highlight/detail?id=1176097508","media":"老虎资讯综合","summary":"4月7日讯,国美零售今晚召开全球投资人电话会议,创始人黄光裕出席会议。在回应“与京东、拼多多等的竞争关系”时,黄光裕表示,公司不排除与任何一方合作的可能性,并一直对合作持开放的心态。在正确的经营战略下","content":"<p>4月7日讯,<a href=\"https://laohu8.com/S/00493\">国美零售</a>今晚召开全球投资人电话会议,创始人黄光裕出席会议。在回应“与<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>等的竞争关系”时,黄光裕表示,公司不排除与任何一方合作的可能性,并一直对合作持开放的心态。在正确的经营战略下,谁也灭不了谁 。国美是非常有信心的。</p>","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>黄光裕回应“与京东、拼多多的竞争”</title>\n<style 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href=\"https://laohu8.com/S/00493\">国美零售</a>今晚召开全球投资人电话会议,创始人黄光裕出席会议。在回应“与<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>等的竞争关系”时,黄光裕表示,公司不排除与任何一方合作的可能性,并一直对合作持开放的心态。在正确的经营战略下,谁也灭不了谁 。国美是非常有信心的。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cc6c74a5e97f4faf912ce1b67c78a5db","relate_stocks":{"00493":"国美零售"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176097508","content_text":"4月7日讯,国美零售今晚召开全球投资人电话会议,创始人黄光裕出席会议。在回应“与京东、拼多多等的竞争关系”时,黄光裕表示,公司不排除与任何一方合作的可能性,并一直对合作持开放的心态。在正确的经营战略下,谁也灭不了谁 。国美是非常有信心的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341362168,"gmtCreate":1617784125454,"gmtModify":1617784489255,"author":{"id":"3517061285273074","authorId":"3517061285273074","name":"卷毛_6238","avatar":"https://static.tigerbbs.com/dab7a700a66e334bc31b5393a4012c6f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517061285273074","authorIdStr":"3517061285273074"},"themes":[],"htmlText":"十年前你们也是这样忽悠我爸加仓的,加仓加到实在不信你们的鬼话了,这才算了的","listText":"十年前你们也是这样忽悠我爸加仓的,加仓加到实在不信你们的鬼话了,这才算了的","text":"十年前你们也是这样忽悠我爸加仓的,加仓加到实在不信你们的鬼话了,这才算了的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341362168","repostId":"1128707770","repostType":4,"isVote":1,"tweetType":1,"viewCount":1010,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":349504171,"gmtCreate":1617621994693,"gmtModify":1617621994693,"author":{"id":"3517061285273074","authorId":"3517061285273074","name":"卷毛_6238","avatar":"https://static.tigerbbs.com/dab7a700a66e334bc31b5393a4012c6f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517061285273074","authorIdStr":"3517061285273074"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>这票感觉没救了,政策性打压,教育行业不允许资本逐利,但我又不想甩","listText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>这票感觉没救了,政策性打压,教育行业不允许资本逐利,但我又不想甩","text":"$跟谁学(GSX)$这票感觉没救了,政策性打压,教育行业不允许资本逐利,但我又不想甩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/349504171","isVote":1,"tweetType":1,"viewCount":1203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":349508643,"gmtCreate":1617621467582,"gmtModify":1617621467582,"author":{"id":"3517061285273074","authorId":"3517061285273074","name":"卷毛_6238","avatar":"https://static.tigerbbs.com/dab7a700a66e334bc31b5393a4012c6f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517061285273074","authorIdStr":"3517061285273074"},"themes":[],"htmlText":"If the price is 135 dollars,I'll take as many as you have!Shit,does Tiger have no more editors?","listText":"If the price is 135 dollars,I'll take as many as you have!Shit,does Tiger have no more editors?","text":"If the price is 135 dollars,I'll take as many as you have!Shit,does Tiger have no more editors?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/349508643","repostId":"2125689747","repostType":2,"repost":{"id":"2125689747","pubTimestamp":1617610920,"share":"https://www.laohu8.com/m/news/2125689747?lang=&edition=full","pubTime":"2021-04-05 16:22","market":"hk","language":"zh","title":"小摩:将特斯拉目标价从135美元提高到155美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2125689747","media":"新浪财经","summary":"摩根大通将特斯拉目标价从135美元提高到155美元。\n 截至发稿,特斯拉盘前涨超6%,第一季度交付量超预期,多家投行上调目标价。\n\n\n海量资讯、精准解读,尽在新浪财经APP","content":"<html><body><div>\n<p> <span><a href=\"https://laohu8.com/S/JPM\">摩根大通</a></span><span></span>将<span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span><span></span>目标价从135美元提高到155美元。</p>\n<p> 截至发稿,特斯拉盘前涨超6%,第一季度交付量超预期,多家投行上调目标价。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经APP</div>\n</div>\n</div></body></html>","source":"sina","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>小摩:将特斯拉目标价从135美元提高到155美元</title>\n<style 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margin: 0;line-height: 11px;}\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\">\n小摩:将特斯拉目标价从135美元提高到155美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-05 16:22 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2021-04-05/doc-ikmyaawa6893588.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根大通将特斯拉目标价从135美元提高到155美元。\n 截至发稿,特斯拉盘前涨超6%,第一季度交付量超预期,多家投行上调目标价。\n\n\n海量资讯、精准解读,尽在新浪财经APP</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-04-05/doc-ikmyaawa6893588.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a8dee905c75e031fc4f4e71da8a00201","relate_stocks":{"TSLA":"特斯拉","JPM":"摩根大通"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-04-05/doc-ikmyaawa6893588.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2125689747","content_text":"摩根大通将特斯拉目标价从135美元提高到155美元。\n 截至发稿,特斯拉盘前涨超6%,第一季度交付量超预期,多家投行上调目标价。\n\n\n海量资讯、精准解读,尽在新浪财经APP","news_type":1},"isVote":1,"tweetType":1,"viewCount":705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349214592,"gmtCreate":1617615299716,"gmtModify":1617615299716,"author":{"id":"3517061285273074","authorId":"3517061285273074","name":"卷毛_6238","avatar":"https://static.tigerbbs.com/dab7a700a66e334bc31b5393a4012c6f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517061285273074","authorIdStr":"3517061285273074"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>等你到1000,等特斯拉到2000,我和朋友的联合账户就会让本不富裕的的家庭更加富裕了🤣","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>等你到1000,等特斯拉到2000,我和朋友的联合账户就会让本不富裕的的家庭更加富裕了🤣","text":"$百度(BIDU)$等你到1000,等特斯拉到2000,我和朋友的联合账户就会让本不富裕的的家庭更加富裕了🤣","images":[{"img":"https://static.tigerbbs.com/e92ecb97838bcc6b0c30c338bbd87747","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/349214592","isVote":1,"tweetType":1,"viewCount":1213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":349234817,"gmtCreate":1617614196539,"gmtModify":1617614196539,"author":{"id":"3517061285273074","authorId":"3517061285273074","name":"卷毛_6238","avatar":"https://static.tigerbbs.com/dab7a700a66e334bc31b5393a4012c6f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517061285273074","authorIdStr":"3517061285273074"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>3000其实对于一个技术领先的全球性公司来说,很简单","text":"$特斯拉(TSLA)$3000其实对于一个技术领先的全球性公司来说,很简单","images":[{"img":"https://static.tigerbbs.com/1020d19a81d2eae970ecfe37f85e01b0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/349234817","isVote":1,"tweetType":1,"viewCount":1295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":340270765,"gmtCreate":1617423039957,"gmtModify":1617423039957,"author":{"id":"3517061285273074","authorId":"3517061285273074","name":"卷毛_6238","avatar":"https://static.tigerbbs.com/dab7a700a66e334bc31b5393a4012c6f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517061285273074","authorIdStr":"3517061285273074"},"themes":[],"htmlText":"那你怎么不存银行啊,还未有败绩,只要投资就会有败绩,赢了吹输了low,有意思吗,强如雷特兄弟,前几十年还不是大杀四方,后来又不如何,你拿十年前的东西,跟现在比,真他吗馊主意","listText":"那你怎么不存银行啊,还未有败绩,只要投资就会有败绩,赢了吹输了low,有意思吗,强如雷特兄弟,前几十年还不是大杀四方,后来又不如何,你拿十年前的东西,跟现在比,真他吗馊主意","text":"那你怎么不存银行啊,还未有败绩,只要投资就会有败绩,赢了吹输了low,有意思吗,强如雷特兄弟,前几十年还不是大杀四方,后来又不如何,你拿十年前的东西,跟现在比,真他吗馊主意","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340270765","repostId":"1185709626","repostType":4,"isVote":1,"tweetType":1,"viewCount":1523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":354920423,"gmtCreate":1617119819162,"gmtModify":1617143024725,"author":{"id":"3517061285273074","authorId":"3517061285273074","name":"卷毛_6238","avatar":"https://static.tigerbbs.com/dab7a700a66e334bc31b5393a4012c6f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517061285273074","authorIdStr":"3517061285273074"},"themes":[],"htmlText":"感觉国产还是有点危险,当年小米,华为,oppo,vivo,魅族,都是因为苹果价格高高在上,现在特斯拉不仅技术领先,而且价格全覆盖,而且比对手跑的还快,我只期待,国产能把供应链完善起来,把控好品质,技术一定还不能落后,国内的技术提供者真的需要团结,特斯拉的车不为赚小钱,他是为了无人驾驶系统的数据,和他的智能ai系统,更是为了取得话语权","listText":"感觉国产还是有点危险,当年小米,华为,oppo,vivo,魅族,都是因为苹果价格高高在上,现在特斯拉不仅技术领先,而且价格全覆盖,而且比对手跑的还快,我只期待,国产能把供应链完善起来,把控好品质,技术一定还不能落后,国内的技术提供者真的需要团结,特斯拉的车不为赚小钱,他是为了无人驾驶系统的数据,和他的智能ai系统,更是为了取得话语权","text":"感觉国产还是有点危险,当年小米,华为,oppo,vivo,魅族,都是因为苹果价格高高在上,现在特斯拉不仅技术领先,而且价格全覆盖,而且比对手跑的还快,我只期待,国产能把供应链完善起来,把控好品质,技术一定还不能落后,国内的技术提供者真的需要团结,特斯拉的车不为赚小钱,他是为了无人驾驶系统的数据,和他的智能ai系统,更是为了取得话语权","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":23,"repostSize":0,"link":"https://laohu8.com/post/354920423","repostId":"2123297911","repostType":4,"isVote":1,"tweetType":1,"viewCount":5379,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570894101421757","authorId":"3570894101421757","name":"追风的咕咕","avatar":"https://static.tigerbbs.com/425722afb00b393a2a2d67736e2b9606","crmLevel":6,"crmLevelSwitch":0,"idStr":"3570894101421757","authorIdStr":"3570894101421757"},"content":"撞墙技术领先","text":"撞墙技术领先","html":"撞墙技术领先"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352081985,"gmtCreate":1616831112047,"gmtModify":1616831112047,"author":{"id":"3517061285273074","authorId":"3517061285273074","name":"卷毛_6238","avatar":"https://static.tigerbbs.com/dab7a700a66e334bc31b5393a4012c6f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517061285273074","authorIdStr":"3517061285273074"},"themes":[],"htmlText":"你用了拼多多才发现是真香,刚开始我也是鄙视拼多多,认为便宜逼格不够,仿制品多,但是现在2020年了,拼多多半计划式人找物,物匹配人,黄铮真的做到了效率的巨大提升,我感觉马云和黄铮还是学历上的差距,黄铮思考的更深,更理性,现在pdd营业额已经超越了淘宝,他给了普通人一个在家创业,不求富贵,安居乐业搞生产的乌托邦式的平台,他不像马云抽淘宝的普通商家的血,养天猫大品牌的利润,商家和平台大资本绑定,给了小生产者无法逃避的黑暗前景,我认为未来pdd在腾讯的大数据加持下,彻底干掉淘宝只是一个时间问题","listText":"你用了拼多多才发现是真香,刚开始我也是鄙视拼多多,认为便宜逼格不够,仿制品多,但是现在2020年了,拼多多半计划式人找物,物匹配人,黄铮真的做到了效率的巨大提升,我感觉马云和黄铮还是学历上的差距,黄铮思考的更深,更理性,现在pdd营业额已经超越了淘宝,他给了普通人一个在家创业,不求富贵,安居乐业搞生产的乌托邦式的平台,他不像马云抽淘宝的普通商家的血,养天猫大品牌的利润,商家和平台大资本绑定,给了小生产者无法逃避的黑暗前景,我认为未来pdd在腾讯的大数据加持下,彻底干掉淘宝只是一个时间问题","text":"你用了拼多多才发现是真香,刚开始我也是鄙视拼多多,认为便宜逼格不够,仿制品多,但是现在2020年了,拼多多半计划式人找物,物匹配人,黄铮真的做到了效率的巨大提升,我感觉马云和黄铮还是学历上的差距,黄铮思考的更深,更理性,现在pdd营业额已经超越了淘宝,他给了普通人一个在家创业,不求富贵,安居乐业搞生产的乌托邦式的平台,他不像马云抽淘宝的普通商家的血,养天猫大品牌的利润,商家和平台大资本绑定,给了小生产者无法逃避的黑暗前景,我认为未来pdd在腾讯的大数据加持下,彻底干掉淘宝只是一个时间问题","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/352081985","repostId":"1144580534","repostType":4,"isVote":1,"tweetType":1,"viewCount":2980,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10412592936916","authorId":"10412592936916","name":"胡子拉碴","avatar":"https://static.laohu8.com/c932265e2db7be0fc0363c36b03f1376","crmLevel":2,"crmLevelSwitch":0,"idStr":"10412592936916","authorIdStr":"10412592936916"},"content":"忘了大家怎么指着淘宝鼻子骂假货多了?淘宝走过的路,拼多多一样要走 time will tell","text":"忘了大家怎么指着淘宝鼻子骂假货多了?淘宝走过的路,拼多多一样要走 time will tell","html":"忘了大家怎么指着淘宝鼻子骂假货多了?淘宝走过的路,拼多多一样要走 time will tell"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346894167,"gmtCreate":1618019374759,"gmtModify":1618019374759,"author":{"id":"3517061285273074","authorId":"3517061285273074","name":"卷毛_6238","avatar":"https://static.tigerbbs.com/dab7a700a66e334bc31b5393a4012c6f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517061285273074","authorIdStr":"3517061285273074"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>你们这些人还想抄拉总的底,拉总自己早设计好抄底路线了,27该走就走,别耽误自己了,我在34的时候就已经加仓平衡价格跑掉了,这个股依我看就值4美元,公司套路全是10元六科的网课,能做起来我跟你姓","listText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>你们这些人还想抄拉总的底,拉总自己早设计好抄底路线了,27该走就走,别耽误自己了,我在34的时候就已经加仓平衡价格跑掉了,这个股依我看就值4美元,公司套路全是10元六科的网课,能做起来我跟你姓","text":"$跟谁学(GSX)$你们这些人还想抄拉总的底,拉总自己早设计好抄底路线了,27该走就走,别耽误自己了,我在34的时候就已经加仓平衡价格跑掉了,这个股依我看就值4美元,公司套路全是10元六科的网课,能做起来我跟你姓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":9,"repostSize":1,"link":"https://laohu8.com/post/346894167","isVote":1,"tweetType":1,"viewCount":5788,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574187123744452","authorId":"3574187123744452","name":"14adba0b","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3574187123744452","authorIdStr":"3574187123744452"},"content":"网络上打个嘴炮也不用成本","text":"网络上打个嘴炮也不用成本","html":"网络上打个嘴炮也不用成本"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345637601,"gmtCreate":1618308368903,"gmtModify":1618308368903,"author":{"id":"3517061285273074","authorId":"3517061285273074","name":"卷毛_6238","avatar":"https://static.tigerbbs.com/dab7a700a66e334bc31b5393a4012c6f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517061285273074","authorIdStr":"3517061285273074"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>不换李彦宏,百度依旧会半死不活,十年沦陷就说明李彦宏不适应竞争,这点跟微软很像,换掉鲍尔默,微软增长五倍,李彦宏执着于某个点,没有全局观,需要换一个纳拉德这种CEO,百度才可以起死回生","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>不换李彦宏,百度依旧会半死不活,十年沦陷就说明李彦宏不适应竞争,这点跟微软很像,换掉鲍尔默,微软增长五倍,李彦宏执着于某个点,没有全局观,需要换一个纳拉德这种CEO,百度才可以起死回生","text":"$百度(BIDU)$不换李彦宏,百度依旧会半死不活,十年沦陷就说明李彦宏不适应竞争,这点跟微软很像,换掉鲍尔默,微软增长五倍,李彦宏执着于某个点,没有全局观,需要换一个纳拉德这种CEO,百度才可以起死回生","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/345637601","isVote":1,"tweetType":1,"viewCount":5161,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"content":"换CEO可能性不大,毕竟他把百度1.0上线且成功过。这个需要赌一把,选择相信李厂长就死死拿着手里的票,反之把票卖了换其他票","text":"换CEO可能性不大,毕竟他把百度1.0上线且成功过。这个需要赌一把,选择相信李厂长就死死拿着手里的票,反之把票卖了换其他票","html":"换CEO可能性不大,毕竟他把百度1.0上线且成功过。这个需要赌一把,选择相信李厂长就死死拿着手里的票,反之把票卖了换其他票"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354960939,"gmtCreate":1617119011221,"gmtModify":1617119011221,"author":{"id":"3517061285273074","authorId":"3517061285273074","name":"卷毛_6238","avatar":"https://static.tigerbbs.com/dab7a700a66e334bc31b5393a4012c6f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517061285273074","authorIdStr":"3517061285273074"},"themes":[],"htmlText":"我虽然是个学生,但我认为特斯拉现在可以加仓了,特斯拉如果能把日韩德意的传统汽车市场抢去20%份额以上,就等于从破产的底特律汽车城再次拉回了产业话语权,再依靠大数据,无人驾驶系统,智能芯片,这种技术性领先产品,股价超过苹果是板上钉钉的事,中国也将随着特斯拉的脚步完善整个电车生产环节,届时,特斯拉和中国将会双赢,慢慢蚕食,德系日系汽油车的市场份额,国内的电车厂商也会以低成本制造出大量电车普及惠民,随之带来的便是,百度的无人驾驶系统,深度学习系统,腾讯的大数据,阿里的大数据,特斯拉的100多家中国原料供应商,都会爆发式增长。几天前,ARK董事女版巴菲特伍德,在低位190美元左右拿下了百度近1000万美元的股票,目前百度价格已经反弹到了220,恰巧我那天在192入手了百度。。不得不说女股神,真的有两把刷子,能跟她有一样的想法我觉得我瞬间有了自信","listText":"我虽然是个学生,但我认为特斯拉现在可以加仓了,特斯拉如果能把日韩德意的传统汽车市场抢去20%份额以上,就等于从破产的底特律汽车城再次拉回了产业话语权,再依靠大数据,无人驾驶系统,智能芯片,这种技术性领先产品,股价超过苹果是板上钉钉的事,中国也将随着特斯拉的脚步完善整个电车生产环节,届时,特斯拉和中国将会双赢,慢慢蚕食,德系日系汽油车的市场份额,国内的电车厂商也会以低成本制造出大量电车普及惠民,随之带来的便是,百度的无人驾驶系统,深度学习系统,腾讯的大数据,阿里的大数据,特斯拉的100多家中国原料供应商,都会爆发式增长。几天前,ARK董事女版巴菲特伍德,在低位190美元左右拿下了百度近1000万美元的股票,目前百度价格已经反弹到了220,恰巧我那天在192入手了百度。。不得不说女股神,真的有两把刷子,能跟她有一样的想法我觉得我瞬间有了自信","text":"我虽然是个学生,但我认为特斯拉现在可以加仓了,特斯拉如果能把日韩德意的传统汽车市场抢去20%份额以上,就等于从破产的底特律汽车城再次拉回了产业话语权,再依靠大数据,无人驾驶系统,智能芯片,这种技术性领先产品,股价超过苹果是板上钉钉的事,中国也将随着特斯拉的脚步完善整个电车生产环节,届时,特斯拉和中国将会双赢,慢慢蚕食,德系日系汽油车的市场份额,国内的电车厂商也会以低成本制造出大量电车普及惠民,随之带来的便是,百度的无人驾驶系统,深度学习系统,腾讯的大数据,阿里的大数据,特斯拉的100多家中国原料供应商,都会爆发式增长。几天前,ARK董事女版巴菲特伍德,在低位190美元左右拿下了百度近1000万美元的股票,目前百度价格已经反弹到了220,恰巧我那天在192入手了百度。。不得不说女股神,真的有两把刷子,能跟她有一样的想法我觉得我瞬间有了自信","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/354960939","repostId":"1187342209","repostType":4,"repost":{"id":"1187342209","weMediaInfo":{"introduction":"中国最具影响力的财经新闻媒体《财经》携手道琼斯媒体集团,引入百年历史的《巴伦》(Barron's)独家内容,打造涵盖全球金融信息、市场动态、行业分析、公司研究及理财顾问评估的全球投资平台。","home_visible":1,"media_name":"巴伦周刊","id":"1063202233","head_image":"https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab"},"pubTimestamp":1617080022,"share":"https://www.laohu8.com/m/news/1187342209?lang=&edition=full","pubTime":"2021-03-30 12:53","market":"us","language":"zh","title":"ARKK大调仓,方舟能复制去年的成功吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=1187342209","media":"巴伦周刊","summary":"编者按:方舟投资备受期待的ARK太空探索与创新ETF (ARK Space Exploration & Innovation, ARKX)今日开始交易,这只主动管理基金的投资标的是近40只太空探索及创","content":"<p>编者按:方舟投资备受期待的ARK太空探索与创新ETF (ARK Space Exploration & Innovation, ARKX)今日开始交易,这只主动管理基金的投资标的是近40只太空探索及创新相关领域的股票,此外还包括<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Alphabet、和中国电商巨头<a href=\"https://laohu8.com/S/JD\">京东</a>等公司。这只ETF的费率为0.75%。</p><p>ARK Innovation (ARKK,下文简称ARKK)去年大放异彩,回报率从2019年的36%飙升到153%,成为2020年表现最好的基金。ARKK基金经理、方舟投资(ARK Investment)创始人凯西·伍德(Cathie Wood)也因此变得家喻户晓。进入2021年后ARKK开局不利,在2月中旬又上涨了26%之后,这只规模220亿美元的ETF在过去六周里大幅回落,今年迄今下跌9%。投资者有必要了解一下过去一年ARKK投资组合发生的巨大变化。</p><p>一年前,ARKK主要投资小盘股,如今,这只基金51%的资金投向了大盘股。截至2月底,ARKK投资标的的平均市值已从去年3月的50亿美元增至390亿美元,这在很大程度上是由于投资标的股价的上涨。值得注意的是,虽然ARKK持仓最大的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA)近期股价回落,但过去一年的回报率依然高达500%。</p><p>不少主动管理基金对投资标的的市值以及持有时间有限制,但ARKK没有这方面的限制。该基金既持有市值高达5940亿美元的特斯拉,也持有市值仅为10亿美元的Cerus (CERS)。“市值这一因素对我们来说不是很重要,”方舟客户投资组合经理雷恩·莱吉(Ren Leggi)说,“我们关注的是创新。”</p><p><img src=\"https://static.tigerbbs.com/ee44733258ab802586481d7046f738a0\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p><p>现有持仓的上涨只能在一定程度上解释ARKK转向市值更大的公司的原因。过去几个月,ARKK也一直在抛售市值较小的股票,其中许多是生物科技公司,包括Organovo Holdings (ONVO)、Seres Therapeutics (MCRB)、Computen (CGEN)和Editas Medicine (EDIT)。</p><p>与此同时,ARKK纳入了大量互联网大盘股,如<a href=\"https://laohu8.com/S/PYPL\">PayPal</a> (PYPL)、Shopify (SHOP)、<a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications (ZM)、<a href=\"https://laohu8.com/S/00700\">腾讯</a>(TCEHY)、<a href=\"https://laohu8.com/S/BIDU\">百度</a>(BIDU)、Sea (SE)和任天堂(NTDOY)。去年7月该基金没有持有这些股票。</p><p><img src=\"https://static.tigerbbs.com/1e3eca5782906de78a8d380c91d48d6b\" tg-width=\"680\" tg-height=\"394\" referrerpolicy=\"no-referrer\"></p><p>ARKK关注的板块也发生了变化。2020年3月,生物技术和诊疗法板块占比最大,分别占投资组合的22%和15%。到今年2月底,生物技术仅占14%,诊疗法占8%。</p><p>此外,ARKK增加了对互联网股和软件股的投资,2020年3月二者占比均为6%,截至今年2月占比分别为15%和9%。去年10月份Shopify还没有被纳入投资组合,现在持仓量排名第八,权重为3.1%。</p><p>但晨星(Morningstar)投资组合策略师艾米·阿诺特(Amy Arnott)表示,与其他同类基金相比,ARKK在医疗保健和科技板块的投资更多。</p><p>一些人怀疑转投市值更大的公司的因为ARKK的规模迅速变大。去年该基金吸引了160亿美元的新资金,如果这些资金投向市值较小的公司,可能会迅速将ARKK对这些公司的持股提高到一个比较危险的水平。从这个角度来看,把这些资金投向流动性更强的大盘股似乎是一个更安全的选择。阿诺特说,“ARKK的规模越大,就越难建立起相当规模的小盘股头寸。”</p><p>方舟投资否认了这种观点,称调仓取决于投资标的的前景、估值和方舟的策略。举例来说,莱吉称ARKK退出了对持仓量曾仅排在特斯拉之后的DNA测序公司<a href=\"https://laohu8.com/S/ILMN\">Illumina</a> (ILMN)、纳入其竞争对手Pacific Biosciences of California (PACB)是因为基因组测序领域即将出现颠覆性的变化。抛售其他股票是因为和同类股票相比这些股票已经涨得过高。</p><p>莱吉称,自去年以来方舟也一直在为股市回调做准备,在投资组合中纳入大盘股是为了提供下跌保护和类似现金的储备,以便在股市低迷时期以低价买入最被看好的股票。</p><p><img src=\"https://static.tigerbbs.com/c08f83fa146eec4d103e89d95523cb25\" tg-width=\"524\" tg-height=\"535\" referrerpolicy=\"no-referrer\"></p><p>这些转变意味着ARKK未来的波动性可能会变小。许多生物技术公司在产品获批之前很难获得现金流或收入,而互联网公司通常已经能通过一些产品或服务获得收入。</p><p>这可能意味着今年ARKK的表现将更像2019年,而不是2020年。阿诺特说,“ARKK仍是一只非常激进的成长型基金,但当一只基金的资产规模不断扩大时,要维持业绩优势可能会更加困难。”</p><p>莱吉称,市值更大的公司不一定意味着增长变少,方舟投资刚刚公布了特斯拉的目标价,认为到2025年该公司股价将达到3000美元,比目前水平高出385%。莱吉认为,在某些行业中,早期规模更大的颠覆者已经建立起了自己的市场地位,小型竞争对手将很难与之竞争。</p><p>莱吉说,“不少规模较小的电动车制造商已通过特殊目的收购公司(SPAC)上市,我们之所有没有投资这些小公司,是因为该行业的资本密集度非常高,这些小公司不具备成为市场新的领头羊的条件,特斯拉已经遥遥领先。接下来我们的投资组合对小盘股的敞口不太可能再会像几年前那么大。”</p>","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>ARKK大调仓,方舟能复制去年的成功吗?</title>\n<style 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}\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nARKK大调仓,方舟能复制去年的成功吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1063202233\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">巴伦周刊 </p>\n<p class=\"h-time\">2021-03-30 12:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>编者按:方舟投资备受期待的ARK太空探索与创新ETF (ARK Space Exploration & Innovation, ARKX)今日开始交易,这只主动管理基金的投资标的是近40只太空探索及创新相关领域的股票,此外还包括<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Alphabet、和中国电商巨头<a href=\"https://laohu8.com/S/JD\">京东</a>等公司。这只ETF的费率为0.75%。</p><p>ARK Innovation (ARKK,下文简称ARKK)去年大放异彩,回报率从2019年的36%飙升到153%,成为2020年表现最好的基金。ARKK基金经理、方舟投资(ARK Investment)创始人凯西·伍德(Cathie Wood)也因此变得家喻户晓。进入2021年后ARKK开局不利,在2月中旬又上涨了26%之后,这只规模220亿美元的ETF在过去六周里大幅回落,今年迄今下跌9%。投资者有必要了解一下过去一年ARKK投资组合发生的巨大变化。</p><p>一年前,ARKK主要投资小盘股,如今,这只基金51%的资金投向了大盘股。截至2月底,ARKK投资标的的平均市值已从去年3月的50亿美元增至390亿美元,这在很大程度上是由于投资标的股价的上涨。值得注意的是,虽然ARKK持仓最大的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA)近期股价回落,但过去一年的回报率依然高达500%。</p><p>不少主动管理基金对投资标的的市值以及持有时间有限制,但ARKK没有这方面的限制。该基金既持有市值高达5940亿美元的特斯拉,也持有市值仅为10亿美元的Cerus (CERS)。“市值这一因素对我们来说不是很重要,”方舟客户投资组合经理雷恩·莱吉(Ren Leggi)说,“我们关注的是创新。”</p><p><img src=\"https://static.tigerbbs.com/ee44733258ab802586481d7046f738a0\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p><p>现有持仓的上涨只能在一定程度上解释ARKK转向市值更大的公司的原因。过去几个月,ARKK也一直在抛售市值较小的股票,其中许多是生物科技公司,包括Organovo Holdings (ONVO)、Seres Therapeutics (MCRB)、Computen (CGEN)和Editas Medicine (EDIT)。</p><p>与此同时,ARKK纳入了大量互联网大盘股,如<a href=\"https://laohu8.com/S/PYPL\">PayPal</a> (PYPL)、Shopify (SHOP)、<a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications (ZM)、<a href=\"https://laohu8.com/S/00700\">腾讯</a>(TCEHY)、<a href=\"https://laohu8.com/S/BIDU\">百度</a>(BIDU)、Sea (SE)和任天堂(NTDOY)。去年7月该基金没有持有这些股票。</p><p><img src=\"https://static.tigerbbs.com/1e3eca5782906de78a8d380c91d48d6b\" tg-width=\"680\" tg-height=\"394\" referrerpolicy=\"no-referrer\"></p><p>ARKK关注的板块也发生了变化。2020年3月,生物技术和诊疗法板块占比最大,分别占投资组合的22%和15%。到今年2月底,生物技术仅占14%,诊疗法占8%。</p><p>此外,ARKK增加了对互联网股和软件股的投资,2020年3月二者占比均为6%,截至今年2月占比分别为15%和9%。去年10月份Shopify还没有被纳入投资组合,现在持仓量排名第八,权重为3.1%。</p><p>但晨星(Morningstar)投资组合策略师艾米·阿诺特(Amy Arnott)表示,与其他同类基金相比,ARKK在医疗保健和科技板块的投资更多。</p><p>一些人怀疑转投市值更大的公司的因为ARKK的规模迅速变大。去年该基金吸引了160亿美元的新资金,如果这些资金投向市值较小的公司,可能会迅速将ARKK对这些公司的持股提高到一个比较危险的水平。从这个角度来看,把这些资金投向流动性更强的大盘股似乎是一个更安全的选择。阿诺特说,“ARKK的规模越大,就越难建立起相当规模的小盘股头寸。”</p><p>方舟投资否认了这种观点,称调仓取决于投资标的的前景、估值和方舟的策略。举例来说,莱吉称ARKK退出了对持仓量曾仅排在特斯拉之后的DNA测序公司<a href=\"https://laohu8.com/S/ILMN\">Illumina</a> (ILMN)、纳入其竞争对手Pacific Biosciences of California (PACB)是因为基因组测序领域即将出现颠覆性的变化。抛售其他股票是因为和同类股票相比这些股票已经涨得过高。</p><p>莱吉称,自去年以来方舟也一直在为股市回调做准备,在投资组合中纳入大盘股是为了提供下跌保护和类似现金的储备,以便在股市低迷时期以低价买入最被看好的股票。</p><p><img src=\"https://static.tigerbbs.com/c08f83fa146eec4d103e89d95523cb25\" tg-width=\"524\" tg-height=\"535\" referrerpolicy=\"no-referrer\"></p><p>这些转变意味着ARKK未来的波动性可能会变小。许多生物技术公司在产品获批之前很难获得现金流或收入,而互联网公司通常已经能通过一些产品或服务获得收入。</p><p>这可能意味着今年ARKK的表现将更像2019年,而不是2020年。阿诺特说,“ARKK仍是一只非常激进的成长型基金,但当一只基金的资产规模不断扩大时,要维持业绩优势可能会更加困难。”</p><p>莱吉称,市值更大的公司不一定意味着增长变少,方舟投资刚刚公布了特斯拉的目标价,认为到2025年该公司股价将达到3000美元,比目前水平高出385%。莱吉认为,在某些行业中,早期规模更大的颠覆者已经建立起了自己的市场地位,小型竞争对手将很难与之竞争。</p><p>莱吉说,“不少规模较小的电动车制造商已通过特殊目的收购公司(SPAC)上市,我们之所有没有投资这些小公司,是因为该行业的资本密集度非常高,这些小公司不具备成为市场新的领头羊的条件,特斯拉已经遥遥领先。接下来我们的投资组合对小盘股的敞口不太可能再会像几年前那么大。”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"ARKX":"ARK Space Exploration & Innovation ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187342209","content_text":"编者按:方舟投资备受期待的ARK太空探索与创新ETF (ARK Space Exploration & Innovation, ARKX)今日开始交易,这只主动管理基金的投资标的是近40只太空探索及创新相关领域的股票,此外还包括亚马逊、Alphabet、和中国电商巨头京东等公司。这只ETF的费率为0.75%。ARK Innovation (ARKK,下文简称ARKK)去年大放异彩,回报率从2019年的36%飙升到153%,成为2020年表现最好的基金。ARKK基金经理、方舟投资(ARK Investment)创始人凯西·伍德(Cathie Wood)也因此变得家喻户晓。进入2021年后ARKK开局不利,在2月中旬又上涨了26%之后,这只规模220亿美元的ETF在过去六周里大幅回落,今年迄今下跌9%。投资者有必要了解一下过去一年ARKK投资组合发生的巨大变化。一年前,ARKK主要投资小盘股,如今,这只基金51%的资金投向了大盘股。截至2月底,ARKK投资标的的平均市值已从去年3月的50亿美元增至390亿美元,这在很大程度上是由于投资标的股价的上涨。值得注意的是,虽然ARKK持仓最大的特斯拉(TSLA)近期股价回落,但过去一年的回报率依然高达500%。不少主动管理基金对投资标的的市值以及持有时间有限制,但ARKK没有这方面的限制。该基金既持有市值高达5940亿美元的特斯拉,也持有市值仅为10亿美元的Cerus (CERS)。“市值这一因素对我们来说不是很重要,”方舟客户投资组合经理雷恩·莱吉(Ren Leggi)说,“我们关注的是创新。”现有持仓的上涨只能在一定程度上解释ARKK转向市值更大的公司的原因。过去几个月,ARKK也一直在抛售市值较小的股票,其中许多是生物科技公司,包括Organovo Holdings (ONVO)、Seres Therapeutics (MCRB)、Computen (CGEN)和Editas Medicine (EDIT)。与此同时,ARKK纳入了大量互联网大盘股,如PayPal (PYPL)、Shopify (SHOP)、Zoom Video Communications (ZM)、腾讯(TCEHY)、百度(BIDU)、Sea (SE)和任天堂(NTDOY)。去年7月该基金没有持有这些股票。ARKK关注的板块也发生了变化。2020年3月,生物技术和诊疗法板块占比最大,分别占投资组合的22%和15%。到今年2月底,生物技术仅占14%,诊疗法占8%。此外,ARKK增加了对互联网股和软件股的投资,2020年3月二者占比均为6%,截至今年2月占比分别为15%和9%。去年10月份Shopify还没有被纳入投资组合,现在持仓量排名第八,权重为3.1%。但晨星(Morningstar)投资组合策略师艾米·阿诺特(Amy Arnott)表示,与其他同类基金相比,ARKK在医疗保健和科技板块的投资更多。一些人怀疑转投市值更大的公司的因为ARKK的规模迅速变大。去年该基金吸引了160亿美元的新资金,如果这些资金投向市值较小的公司,可能会迅速将ARKK对这些公司的持股提高到一个比较危险的水平。从这个角度来看,把这些资金投向流动性更强的大盘股似乎是一个更安全的选择。阿诺特说,“ARKK的规模越大,就越难建立起相当规模的小盘股头寸。”方舟投资否认了这种观点,称调仓取决于投资标的的前景、估值和方舟的策略。举例来说,莱吉称ARKK退出了对持仓量曾仅排在特斯拉之后的DNA测序公司Illumina (ILMN)、纳入其竞争对手Pacific Biosciences of California (PACB)是因为基因组测序领域即将出现颠覆性的变化。抛售其他股票是因为和同类股票相比这些股票已经涨得过高。莱吉称,自去年以来方舟也一直在为股市回调做准备,在投资组合中纳入大盘股是为了提供下跌保护和类似现金的储备,以便在股市低迷时期以低价买入最被看好的股票。这些转变意味着ARKK未来的波动性可能会变小。许多生物技术公司在产品获批之前很难获得现金流或收入,而互联网公司通常已经能通过一些产品或服务获得收入。这可能意味着今年ARKK的表现将更像2019年,而不是2020年。阿诺特说,“ARKK仍是一只非常激进的成长型基金,但当一只基金的资产规模不断扩大时,要维持业绩优势可能会更加困难。”莱吉称,市值更大的公司不一定意味着增长变少,方舟投资刚刚公布了特斯拉的目标价,认为到2025年该公司股价将达到3000美元,比目前水平高出385%。莱吉认为,在某些行业中,早期规模更大的颠覆者已经建立起了自己的市场地位,小型竞争对手将很难与之竞争。莱吉说,“不少规模较小的电动车制造商已通过特殊目的收购公司(SPAC)上市,我们之所有没有投资这些小公司,是因为该行业的资本密集度非常高,这些小公司不具备成为市场新的领头羊的条件,特斯拉已经遥遥领先。接下来我们的投资组合对小盘股的敞口不太可能再会像几年前那么大。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":3087,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3549001260752923","authorId":"3549001260752923","name":"RicardoYedon","avatar":"https://static.tigerbbs.com/2150a2a0804d778a4c71dbe181b3e7cd","crmLevel":3,"crmLevelSwitch":0,"idStr":"3549001260752923","authorIdStr":"3549001260752923"},"content":"他就是用量子力学造车,整个汽车产业都抢了去,也撑不起这么大的市值","text":"他就是用量子力学造车,整个汽车产业都抢了去,也撑不起这么大的市值","html":"他就是用量子力学造车,整个汽车产业都抢了去,也撑不起这么大的市值"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":344846631,"gmtCreate":1618401109923,"gmtModify":1618401109923,"author":{"id":"3517061285273074","authorId":"3517061285273074","name":"卷毛_6238","avatar":"https://static.tigerbbs.com/dab7a700a66e334bc31b5393a4012c6f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517061285273074","authorIdStr":"3517061285273074"},"themes":[],"htmlText":"由于仰慕特斯拉,然后买了蔚来。。。我怎么感觉作者思维有点不对,你喜欢新疆迪丽热巴,然后娶了蒙古大姐。。。","listText":"由于仰慕特斯拉,然后买了蔚来。。。我怎么感觉作者思维有点不对,你喜欢新疆迪丽热巴,然后娶了蒙古大姐。。。","text":"由于仰慕特斯拉,然后买了蔚来。。。我怎么感觉作者思维有点不对,你喜欢新疆迪丽热巴,然后娶了蒙古大姐。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344846631","repostId":"1142699980","repostType":2,"isVote":1,"tweetType":1,"viewCount":3272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341793366,"gmtCreate":1617853239755,"gmtModify":1617853239755,"author":{"id":"3517061285273074","authorId":"3517061285273074","name":"卷毛_6238","avatar":"https://static.tigerbbs.com/dab7a700a66e334bc31b5393a4012c6f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517061285273074","authorIdStr":"3517061285273074"},"themes":[],"htmlText":"<a 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09:41","market":"us","language":"zh","title":"阿里:对处罚坚决服从,4月12日上午开电话会议讨论","url":"https://stock-news.laohu8.com/highlight/detail?id=1130911422","media":"老虎资讯综合","summary":"市场消息,$阿里巴巴(BABA)$表示将于4月12日上午8:00召开电话会议讨论行政处罚决定。\n\n阿里巴巴此前发布公告:今天,我们收到《国家市场监督管理总局行政处罚决定书》,对此处罚,我们诚恳接受,坚决服从。我们将强化依法经营,进一步加强合规体系建设,立足创新发展,更好履行社会责任。 \n\n详情:罚款182.28亿!市场监管总局处罚阿里巴巴垄断行为","content":"<p>市场消息,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>表示将于4月12日上午8:00召开电话会议讨论行政处罚决定。</p><p>阿里巴巴此前发布公告:今天,我们收到《国家市场监督管理总局行政处罚决定书》,对此处罚,我们诚恳接受,坚决服从。我们将强化依法经营,进一步加强合规体系建设,立足创新发展,更好履行社会责任。 </p><p><b>详情:</b><a href=\"https://laohu8.com/NW/1145816571\" target=\"_blank\"><b>罚款182.28亿!市场监管总局处罚阿里巴巴垄断行为</b></a></p><p><img src=\"https://static.tigerbbs.com/05a8cf9dd311a666c10cb3f751264015\" tg-width=\"720\" tg-height=\"973\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>这票感觉没救了,政策性打压,教育行业不允许资本逐利,但我又不想甩","text":"$跟谁学(GSX)$这票感觉没救了,政策性打压,教育行业不允许资本逐利,但我又不想甩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/349504171","isVote":1,"tweetType":1,"viewCount":1203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":810971936,"gmtCreate":1629941949825,"gmtModify":1629941949825,"author":{"id":"3517061285273074","authorId":"3517061285273074","name":"卷毛_6238","avatar":"https://static.tigerbbs.com/dab7a700a66e334bc31b5393a4012c6f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517061285273074","authorIdStr":"3517061285273074"},"themes":[],"htmlText":"已抄底,拿学费抄的底🤣。准备拿到过年拼多多业绩爆发","listText":"已抄底,拿学费抄的底🤣。准备拿到过年拼多多业绩爆发","text":"已抄底,拿学费抄的底🤣。准备拿到过年拼多多业绩爆发","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/810971936","repostId":"1161874729","repostType":4,"repost":{"id":"1161874729","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629901306,"share":"https://www.laohu8.com/m/news/1161874729?lang=&edition=full","pubTime":"2021-08-25 22:21","market":"us","language":"zh","title":"美银上调拼多多目标价至148美元,看好其长期盈利前景","url":"https://stock-news.laohu8.com/highlight/detail?id=1161874729","media":"老虎资讯综合","summary":"8月25日,美银将拼多多目标价上调至148美元,较周二99.12美元的收盘价有49%的潜在升幅,看好其长期盈利前景。\n中概股今日集体回调,拼多多现跌超1%,报97.5美元。","content":"<p>8月25日,美银将<a href=\"https://laohu8.com/S/PDD\">拼多多</a>目标价上调至148美元,较周二99.12美元的收盘价有49%的潜在升幅,看好其长期盈利前景。</p>\n<p>中概股今日集体回调,拼多多现跌超1%,报97.5美元。</p>\n<p><img src=\"https://static.tigerbbs.com/d8e54f39c6b75b2fe9df5d5fde563b86\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","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>美银上调拼多多目标价至148美元,看好其长期盈利前景</title>\n<style 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href=\"https://laohu8.com/S/PDD\">拼多多</a>目标价上调至148美元,较周二99.12美元的收盘价有49%的潜在升幅,看好其长期盈利前景。</p>\n<p>中概股今日集体回调,拼多多现跌超1%,报97.5美元。</p>\n<p><img src=\"https://static.tigerbbs.com/d8e54f39c6b75b2fe9df5d5fde563b86\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"PDD":"拼多多"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161874729","content_text":"8月25日,美银将拼多多目标价上调至148美元,较周二99.12美元的收盘价有49%的潜在升幅,看好其长期盈利前景。\n中概股今日集体回调,拼多多现跌超1%,报97.5美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":106769040,"gmtCreate":1620147055180,"gmtModify":1620147055180,"author":{"id":"3517061285273074","authorId":"3517061285273074","name":"卷毛_6238","avatar":"https://static.tigerbbs.com/dab7a700a66e334bc31b5393a4012c6f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517061285273074","authorIdStr":"3517061285273074"},"themes":[],"htmlText":"吓死你,刚才一个小时就赚了13个点","listText":"吓死你,刚才一个小时就赚了13个点","text":"吓死你,刚才一个小时就赚了13个点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/106769040","repostId":"1165060549","repostType":4,"isVote":1,"tweetType":1,"viewCount":3400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373072593,"gmtCreate":1618807413612,"gmtModify":1618807413612,"author":{"id":"3517061285273074","authorId":"3517061285273074","name":"卷毛_6238","avatar":"https://static.tigerbbs.com/dab7a700a66e334bc31b5393a4012c6f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517061285273074","authorIdStr":"3517061285273074"},"themes":[],"htmlText":"狗狗币今早又涨了8%,真他吗吓人","listText":"狗狗币今早又涨了8%,真他吗吓人","text":"狗狗币今早又涨了8%,真他吗吓人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373072593","repostId":"2128153865","repostType":4,"isVote":1,"tweetType":1,"viewCount":2434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347512550,"gmtCreate":1618501175070,"gmtModify":1618501175070,"author":{"id":"3517061285273074","authorId":"3517061285273074","name":"卷毛_6238","avatar":"https://static.tigerbbs.com/dab7a700a66e334bc31b5393a4012c6f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517061285273074","authorIdStr":"3517061285273074"},"themes":[],"htmlText":"<a 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