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yukeee
2021-12-03
I’ve cut. Bought at 235. [Cry]
Alibaba shares fell nearly 9%, hitting a 52 week low
yukeee
2021-12-03
$Alibaba(BABA)$
I’ve cut. Bought at 235. [Cry]
yukeee
2021-11-16
$Tiger Brokers(TIGR)$
Well done, tiger. Well done! Keep it up!
yukeee
2021-10-28
$Tiger Brokers(TIGR)$
Let you happy for few days, then cry many days
yukeee
2021-10-21
$Alibaba(BABA)$
11.11 is coming!! Gooooo
yukeee
2021-10-14
$Tiger Brokers(TIGR)$
i just opened the appand the results shocked me to death 😌
yukeee
2021-10-07
$Alibaba(BABA)$
will this rise later during opening?
yukeee
2021-10-04
$Tiger Brokers(TIGR)$
Man. Today is a sad day. Again.
yukeee
2021-09-24
$Tiger Brokers(TIGR)$
Shld i buy more to avg down?
yukeee
2021-09-20
Cries
yukeee
2021-09-02
$Tiger Brokers(TIGR)$
Buying to average down!
yukeee
2021-05-11
$NIO Inc.(NIO)$
Wow this is crazy
yukeee
2021-05-06
$Senseonics(SENS)$
Shit
yukeee
2021-03-02
@PRAISE
don’t think this is a good news [难过]
抱歉,原内容已删除
yukeee
2021-02-27
$Globalstar(GSAT)$
Waitingggggggg
yukeee
2021-02-26
$Bionano Genomics(BNGO)$
Planning to add more
yukeee
2021-01-27
@PRAISE
Invest in future 🚀
快来抄作业!ARK女皇2021年布局方向大曝光
yukeee
2021-01-19
5 USD per share
@艾錢:
$祁连国际(QLI)$
各位兄台,发行价是多少啊!
yukeee
2021-01-19
$Qilian International Holding Group(QLI)$
Anybody still holding on? Feeling kind of ded inside.
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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\">\nAlibaba shares fell nearly 9%, hitting a 52 week low\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" 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\">2021-12-03 22:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Alibaba shares fell nearly 9% in morning trading, hitting a 52 week low.</p>\n<p><img src=\"https://static.tigerbbs.com/bffdf13d46c5b423e7d19ca33abd1d05\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192973257","content_text":"Alibaba shares fell nearly 9% in morning trading, hitting a 52 week low.","news_type":1},"isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601522082,"gmtCreate":1638543428742,"gmtModify":1638543428852,"author":{"id":"3573268613524641","authorId":"3573268613524641","name":"yukeee","avatar":"https://static.tigerbbs.com/041959c4b9e3bd6b5e09c6ea3da85a29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573268613524641","idStr":"3573268613524641"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>I’ve cut. 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","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Well done, tiger. Well done! Keep it up! ","text":"$Tiger Brokers(TIGR)$Well done, tiger. Well done! Keep it up!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871622078","isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855777348,"gmtCreate":1635408188623,"gmtModify":1635408188623,"author":{"id":"3573268613524641","authorId":"3573268613524641","name":"yukeee","avatar":"https://static.tigerbbs.com/041959c4b9e3bd6b5e09c6ea3da85a29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573268613524641","idStr":"3573268613524641"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Let you happy for few days, then cry many days ","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Let you happy for few days, then cry many days ","text":"$Tiger Brokers(TIGR)$Let you happy for few days, then cry many days","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855777348","isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853538480,"gmtCreate":1634823409763,"gmtModify":1634823409878,"author":{"id":"3573268613524641","authorId":"3573268613524641","name":"yukeee","avatar":"https://static.tigerbbs.com/041959c4b9e3bd6b5e09c6ea3da85a29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573268613524641","idStr":"3573268613524641"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>11.11 is coming!! Gooooo","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>11.11 is coming!! Gooooo","text":"$Alibaba(BABA)$11.11 is coming!! Gooooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/853538480","isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825106383,"gmtCreate":1634206662088,"gmtModify":1634206810873,"author":{"id":"3573268613524641","authorId":"3573268613524641","name":"yukeee","avatar":"https://static.tigerbbs.com/041959c4b9e3bd6b5e09c6ea3da85a29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573268613524641","idStr":"3573268613524641"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>i just opened the appand the results shocked me to death 😌","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>i just opened the appand the results shocked me to death 😌","text":"$Tiger Brokers(TIGR)$i just opened the appand the results shocked me to death 😌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825106383","isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823129180,"gmtCreate":1633602962650,"gmtModify":1633602962813,"author":{"id":"3573268613524641","authorId":"3573268613524641","name":"yukeee","avatar":"https://static.tigerbbs.com/041959c4b9e3bd6b5e09c6ea3da85a29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573268613524641","idStr":"3573268613524641"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>will this rise later during opening?","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>will this rise later during opening?","text":"$Alibaba(BABA)$will this rise later during opening?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823129180","isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820362996,"gmtCreate":1633354510492,"gmtModify":1633354510617,"author":{"id":"3573268613524641","authorId":"3573268613524641","name":"yukeee","avatar":"https://static.tigerbbs.com/041959c4b9e3bd6b5e09c6ea3da85a29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573268613524641","idStr":"3573268613524641"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Man. Today is a sad day. Again.","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Man. Today is a sad day. Again.","text":"$Tiger Brokers(TIGR)$Man. Today is a sad day. Again.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820362996","isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861219729,"gmtCreate":1632497199161,"gmtModify":1632715857996,"author":{"id":"3573268613524641","authorId":"3573268613524641","name":"yukeee","avatar":"https://static.tigerbbs.com/041959c4b9e3bd6b5e09c6ea3da85a29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573268613524641","idStr":"3573268613524641"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Shld i buy more to avg down?","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Shld i buy more to avg down?","text":"$Tiger Brokers(TIGR)$Shld i buy more to avg down?","images":[{"img":"https://static.tigerbbs.com/87cdd460279b1b6e628b84009642471f","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/861219729","isVote":1,"tweetType":1,"viewCount":1052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":860809330,"gmtCreate":1632149287520,"gmtModify":1632802502031,"author":{"id":"3573268613524641","authorId":"3573268613524641","name":"yukeee","avatar":"https://static.tigerbbs.com/041959c4b9e3bd6b5e09c6ea3da85a29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573268613524641","idStr":"3573268613524641"},"themes":[],"htmlText":"Cries","listText":"Cries","text":"Cries","images":[{"img":"https://static.tigerbbs.com/ebe92cfaa0520e90ebf89daffebbb151","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/860809330","isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":812218478,"gmtCreate":1630590100694,"gmtModify":1632471503235,"author":{"id":"3573268613524641","authorId":"3573268613524641","name":"yukeee","avatar":"https://static.tigerbbs.com/041959c4b9e3bd6b5e09c6ea3da85a29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573268613524641","idStr":"3573268613524641"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Buying to average down! 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crazy","images":[{"img":"https://static.tigerbbs.com/52f541f0db6ce0de915784877ae9ea17","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/199736385","isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":105858532,"gmtCreate":1620291701226,"gmtModify":1631885010627,"author":{"id":"3573268613524641","authorId":"3573268613524641","name":"yukeee","avatar":"https://static.tigerbbs.com/041959c4b9e3bd6b5e09c6ea3da85a29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573268613524641","idStr":"3573268613524641"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SENS\">$Senseonics(SENS)$</a>Shit ","listText":"<a href=\"https://laohu8.com/S/SENS\">$Senseonics(SENS)$</a>Shit ","text":"$Senseonics(SENS)$Shit","images":[{"img":"https://static.tigerbbs.com/42fbbf9ce3bd04d4a1039eb5a179c245","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/105858532","isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":365909946,"gmtCreate":1614685730585,"gmtModify":1703479831360,"author":{"id":"3573268613524641","authorId":"3573268613524641","name":"yukeee","avatar":"https://static.tigerbbs.com/041959c4b9e3bd6b5e09c6ea3da85a29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573268613524641","idStr":"3573268613524641"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/U/3573279967458067\">@PRAISE</a>don’t think this is a good news [难过] ","listText":"<a href=\"https://laohu8.com/U/3573279967458067\">@PRAISE</a>don’t think this is a good news [难过] ","text":"@PRAISEdon’t think this is a good news [难过]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365909946","repostId":"1134382042","repostType":4,"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366007446,"gmtCreate":1614356789385,"gmtModify":1703476932078,"author":{"id":"3573268613524641","authorId":"3573268613524641","name":"yukeee","avatar":"https://static.tigerbbs.com/041959c4b9e3bd6b5e09c6ea3da85a29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573268613524641","idStr":"3573268613524641"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSAT\">$Globalstar(GSAT)$</a>Waitingggggggg","listText":"<a href=\"https://laohu8.com/S/GSAT\">$Globalstar(GSAT)$</a>Waitingggggggg","text":"$Globalstar(GSAT)$Waitingggggggg","images":[{"img":"https://static.tigerbbs.com/770d3711ecf66308be14e4b4261a981d","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/366007446","isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":368529539,"gmtCreate":1614339919321,"gmtModify":1703476591677,"author":{"id":"3573268613524641","authorId":"3573268613524641","name":"yukeee","avatar":"https://static.tigerbbs.com/041959c4b9e3bd6b5e09c6ea3da85a29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573268613524641","idStr":"3573268613524641"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>Planning to add more","listText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>Planning to add more","text":"$Bionano Genomics(BNGO)$Planning to add more","images":[{"img":"https://static.tigerbbs.com/66da3d9d2190effdddc16a7a0b1ac796","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368529539","isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":311972596,"gmtCreate":1611760949115,"gmtModify":1703753415726,"author":{"id":"3573268613524641","authorId":"3573268613524641","name":"yukeee","avatar":"https://static.tigerbbs.com/041959c4b9e3bd6b5e09c6ea3da85a29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573268613524641","idStr":"3573268613524641"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/U/3573279967458067\">@PRAISE</a>Invest in future 🚀","listText":"<a href=\"https://laohu8.com/U/3573279967458067\">@PRAISE</a>Invest in future 🚀","text":"@PRAISEInvest in future 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311972596","repostId":"1107733997","repostType":4,"repost":{"id":"1107733997","kind":"news","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":1611755004,"share":"https://www.laohu8.com/m/news/1107733997?lang=&edition=full","pubTime":"2021-01-27 21:43","market":"us","language":"zh","title":"快来抄作业!ARK女皇2021年布局方向大曝光","url":"https://stock-news.laohu8.com/highlight/detail?id=1107733997","media":"老虎资讯综合","summary":"随着重仓股特斯拉狂涨7倍,“牛市女皇”的凯瑟琳·伍德的旗舰产品ARKK净值也暴涨1.5倍。这吸引了大批资金流入,短短一年时间,ARK资管规模就疯涨了11倍。近日,ARK基金——这只现象级EFT发布了其2021年对未来几年投资领域大趋势的分析。ARK在这份报告中称,ARK的目标是寻找那些颠覆性创新领域的领导者、推动者以及其背后大规模的投资机会。","content":"<p>随着重仓股特斯拉狂涨7倍,“牛市女皇”的凯瑟琳·伍德(Cathie Wood)的旗舰产品ARKK净值也暴涨1.5倍。这吸引了大批资金流入,短短一年时间,ARK资管规模就疯涨了11倍。</p><p>近日,ARK基金——这只现象级EFT发布了其2021年对未来几年投资领域大趋势的分析。ARK在这份报告中称,ARK的目标是寻找那些颠覆性创新领域的领导者、推动者以及其背后大规模的投资机会。</p><p>ARK认为,未来以下15个领域存在投资机会:深度学习、大数据创新、虚拟世界(游戏、AR和VR)、数字钱包、比特币的基本面和机构使用情况、电动汽车、自动驾驶以及其商用化(打车服务等)、无人机运输、轨道航天、3D打印、长度测序、多种癌症筛查、第二代细胞与基因治疗。</p><p><img src=\"https://static.tigerbbs.com/646a2334c06c22052630449823fa81a7\" tg-width=\"849\" tg-height=\"477\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/b3b4e5dab6707a5a419fe8b389a520cc\" tg-width=\"889\" tg-height=\"847\" referrerpolicy=\"no-referrer\"></p><p><b>一、深度学习领域</b></p><p>深度学习可能是我们这个时代最重要的软件突破。深度学习是人工智能(AI)的一种形式,它利用数据来编写软件。通过「自动化」软件开发,深度学习可以给每个行业带来巨大的推动力,例如交互式计算机、自动驾驶汽车、消费者应用软件。</p><p><img src=\"https://static.tigerbbs.com/da7445a962cd53b51cdb8b1d79d1efb8\" tg-width=\"915\" tg-height=\"460\" referrerpolicy=\"no-referrer\"></p><p>根据ARK的研究,在未来15-20年,深度学习领域将为全球股票市场增加30万亿美元的市值。</p><ul><li><b>深度学习正在催生人工智能芯片的热潮</b></li></ul><p>随着人工智能培训成本从1美元/每个项目增长到1亿美元/每个项目,其专用的处理器例如GPU或TPU将占增量增长的大部分。</p><p>ARK估计,在接下来的五年里,此类人工智能处理器的支出将增长四倍以上,从目前的50亿美元到2025年的220亿美元。即将到来的深度学习「部署阶段」将使多数大型互联网公司受益,也使经济中的每个行业受益。</p><p><img src=\"https://static.tigerbbs.com/09ea58f5d0fc76786365adf68a7e7464\" tg-width=\"709\" tg-height=\"498\" referrerpolicy=\"no-referrer\"></p><ul><li><b>深度学习领域将会创造比互联网领域更大的价值</b></li></ul><p>在过去的20年里,互联网使全球股票市场的市值增加了13万亿美元。截至2020年,深度学习领域也已经创造了2万亿美元的市值。ARK认为,在未来15-20年里,深度学习将使股票市场市值增加30万亿美元。</p><p><img src=\"https://static.tigerbbs.com/3f3cd045358c0336034c14e7b6ed88f1\" tg-width=\"706\" tg-height=\"501\" referrerpolicy=\"no-referrer\"></p><p><b>二、重造的数据中心</b></p><p>对于云计算,ARK认为ARM、RISC-V和图形处理器(GPU)可能会成为新的、强大的处理器,将从现在的0%的市场份额,在2030年扩大到71%的服务器市场份额,同时以45%的年增长率将营收扩大到合计190亿美元。</p><p>在数据中心方面,ARK相信以GPU为主导的加速器将成为新兴主流的主要处理器,到2030年,该行业将以每年21%的速度增长,营收达到410亿美元。</p><ul><li><b>到2030年,ARM将为大多数开发人员计算机提供动力</b></li></ul><p>目前,几乎所有的软件开发人员都是在运行Windows、Mac或linux操作系统的英特尔x86个人电脑上编写代码。</p><p>苹果计划在未来两年内将mac电脑(目前有三分之一的开发者在使用mac电脑)从x86系统过渡到基于arm的中央处理器(cpu)。</p><p>与此同时,微软正在加倍努力支持Windowson ARM处理器。</p><p>根据ARK的研究,到2030年,大多数开发人员的pc都将使用ARMCPUs,这标志着英特尔x86时代的终结。</p><p><img src=\"https://static.tigerbbs.com/9fa80276142d83c4c1f06f50f2411dc7\" tg-width=\"657\" tg-height=\"511\" referrerpolicy=\"no-referrer\"></p><ul><li><b>到2030年,ARM和RISC-V可能成为新的标准处理器</b></li></ul><p>ARK相信,采用arm处理器的pc和服务器将创造出第一个具有足够规模、具有工具和供应商支持的生态系统,去挑战英特尔的x86。</p><p>因此,ARM服务器的营收可能会增长100倍,从2020年的不到10亿美元增长到2030年的1000亿美元,比现在的x86更高的营收水平。同时RISC-V的贡献也不可忽视。虽然现在的x86算力也会继续增长,但其营收基础可能会减少一半。</p><p><img src=\"https://static.tigerbbs.com/f6f77b894992f353bf7ccc16d527ed8e\" tg-width=\"667\" tg-height=\"501\" referrerpolicy=\"no-referrer\"></p><p><b>三、虚拟世界领域(包括电子游戏、AR和VR)</b></p><p>虚拟世界的定义是一个计算机模拟的环境,任何人都可以在任何时间访问。社会每天都与虚拟世界互动,而这些虚拟世界现在还处于起步阶段。</p><p>根据ARK研究,虚拟世界的行业营收每年将增长17%,从现在的1800亿美元左右增长到2025年的3900亿美元。</p><ul><li><b>电子游戏的盈利模式正转向虚拟商品</b></li></ul><p>随着电子游戏的发展,它们的商业模式也在不断发展。根据ARK的研究,在过去10年中,游戏内部购买占游戏总收益的比例从20%上升到75%。到2025年,这一比例将达到95%。</p><p>由于游戏内部购买的激增,经济资本力量正从开发者转向玩家。事实上,由于准入门槛较低,许多玩家都成为了开发者。ARK表示,在我们看来,这种转变提高了电子游戏的盈利率。在接下来的五年里,玩电子游戏的每小时成本可能会增加20%,但与其他娱乐和信息来源相比,它仍然是便宜的。</p><ul><li><b>电子游戏正在成为远离家庭和工作的第三场景</b></li></ul><p>根据ARK研究,在接下来的五年里,人们花在玩电子游戏上的平均时间将从每人每天1.1小时增加至1.5小时。</p><p>如果盈利和投入时间的增长趋势保持不变,那么在未来五年内,游戏内置购买的收益每年将增长21%,从2020年的1300亿美元增长到2025年的3500亿美元。</p><p><img src=\"https://static.tigerbbs.com/1752a20472c54fb1f42712ac6f80d755\" tg-width=\"693\" tg-height=\"497\" referrerpolicy=\"no-referrer\"></p><ul><li><b>AR和VR已准备规模化,虚拟板块营收将在2025年达到4000亿美元</b></li></ul><p>在过去这些年里,像Snapchat、Facebook和苹果这样的公司已经开始在AR领域增加投资。ARK研究认为,5年内全球游戏市场将会以16%的年复合率增长,从2020年的1750亿美元涨至2025年的3650亿美元。</p><p>AR和VR市场将会以59%的年复合增长率在未来的五年内增长,从30亿美元涨至五年后的280亿美元。</p><p><img src=\"https://static.tigerbbs.com/c7f0dd0a25161dcc0abe414e06e50bdd\" tg-width=\"689\" tg-height=\"492\" referrerpolicy=\"no-referrer\"></p><p><b>四、电子钱包</b></p><p>电子钱包这一领域代表了全球人民口袋里价值4.6万亿美元的机会。ARK相信,Venmo(PayPal旗下的移动支付服务)、其他的现金类移动应用和一些风险投资初创公司很可能会通过激励用户使用手机去使用电子支付——他们眼中类似传统银行分支机构一样的存在,去颠覆传统的银行业务。</p><p>如今,电子钱包正开始渗透到包括股票和贷款在内的全部传统金融服务领域。电子钱包可以成为金融产品之外的商业活动的引领平台。</p><p>根据ARK的研究,目前每个用户的电子钱包里的金额/价值大约在250美元到1900美元之间,但到2025年,这一数字可能会扩大到每用户2万美元,美国将在这一行业有4.6万亿美元的机会。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/388ac44acf150a9bf55a1acf705ed3d7\" tg-width=\"1237\" tg-height=\"651\" referrerpolicy=\"no-referrer\"><span>电子钱包已经在全球刮起了浪潮</span></p><p><b>五、比特币的基本盘有多大</b></p><p>在强劲的网络基本面条件的支持下,比特币的价格创下了历史新高。ARK的研究表明其网络基本面依然健康。</p><p>根据2017年的搜索量,比特币那一波的价格上涨似乎不太受炒作的驱动。但在过去的这段时间内,比特币似乎获得了更多的信任,一些公司正将其视为资产负债表上的现金。</p><p><img src=\"https://static.tigerbbs.com/77b759bee08a7c4358a45387aef32406\" tg-width=\"1219\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p><p>如果标准普尔500指数中的成份股公司将1%的现金用于比特币,ARK估计比特币的价格将再上涨约4万美元。</p><p>另一方面,比特币的市场参与者们从未像现在一样关注比特币的长期趋势。截至2020年11月,大约有60%的比特币供应量在一年多的时间里没有变动,这是市场长期关注的证据,也证明了比特币持有者的对于比特币未来的发展信心更强。</p><p><b>六、比特币:成为机构的资产配置品种</b></p><p>ARK相信,比特币的快速增长,使得它将在资产配置中占有一席之地。</p><p>ARK称,我们认为,比特币提供了资产中最引人注目的风险回报特征之一。</p><p><img src=\"https://static.tigerbbs.com/da2e06a19306297325943c36b599a5d0\" tg-width=\"1259\" tg-height=\"607\" referrerpolicy=\"no-referrer\"></p><p>正如分析所示,在未来五到十年内,其规模可能从大约5,000亿美元增加到1-5万亿美元。</p><p>ARK认为,比特币作为一项新的资产类别,投资者应该要考虑到忽视比特币投资所带来的机会成本。</p><p><img src=\"https://static.tigerbbs.com/6ca834a7aaf402828df903f6df2b5782\" tg-width=\"1233\" tg-height=\"395\" referrerpolicy=\"no-referrer\"></p><p><b>七、电动车:电动汽车的销量将大幅增长</b></p><p>电动汽车的售价将接近于燃油车。而电动汽车市场的领导者正在开发创新的电池设计,使得电动车能够以更低的成本实现更长的续航。</p><p><img src=\"https://static.tigerbbs.com/f4452950813af69fbe32b59e72ebec1b\" tg-width=\"1212\" tg-height=\"398\" referrerpolicy=\"no-referrer\"></p><p>根据莱特定律,ARK预测,电动汽车的销量将从2020年的220万辆大幅增长约20倍,在2025年达到4000万辆。</p><p><img src=\"https://static.tigerbbs.com/7525c5c9c197cb10495facc215dd0512\" tg-width=\"684\" tg-height=\"523\" referrerpolicy=\"no-referrer\"></p><p>ARK认为,该预测最大的风险是,传统汽车制造商能够成功转型到电动以及自动驾驶汽车。</p><p><b>八、自动化</b></p><p>机器人即将来临,它将为我们提供帮助以及创造工作岗位。</p><p>人们担心自动化会剥夺社会上的工作机会,但是ARK相信,它会赋予人类权力,从而提高生产力和收入。</p><p><img src=\"https://static.tigerbbs.com/becafc2f0b72834d53994cd57441cabd\" tg-width=\"1217\" tg-height=\"403\" referrerpolicy=\"no-referrer\"></p><p>自动化有可能将无偿劳动转变为有偿劳动。例如,随着食品服务的自动化,人们就能从食品准备、打扫卫生等活动当中脱离出来,转变为更为市场化的工作,例如食品配送。</p><p>ARK认为,未来5年,自动化将帮助美国GDP增长5%,即1.2万亿美元。</p><p><img src=\"https://static.tigerbbs.com/a678ef44a7f8f409323d2496f33b4bcd\" tg-width=\"1206\" tg-height=\"358\" referrerpolicy=\"no-referrer\"></p><p><b>九、无人驾驶出租车</b></p><p>无人驾驶出租车可能会主导城市交通。</p><p>ARK认为,无人驾驶出租车服务会使出行成本降低到如今出租车服务成本的十分之一左右,从而得到人们的广泛采用。</p><p><img src=\"https://static.tigerbbs.com/21390d7fca2e974e3e20cee1393cbbd9\" tg-width=\"1167\" tg-height=\"558\" referrerpolicy=\"no-referrer\"></p><p>ARK的研究表明,到2030年,自动驾驶出租车平台每年将会产生超过1万亿美元的利润。此外,汽车制造商和车队的所有者将分别获得2500亿美元和700亿美元的利润。</p><p><img src=\"https://static.tigerbbs.com/30d5ede04f1fcec1e485ee3d851d5b6a\" tg-width=\"633\" tg-height=\"503\" referrerpolicy=\"no-referrer\"></p><p><b>十、无人机配送</b></p><p>ARK表示,无人机的采用应该会大幅降低运输货物和人员的成本。其中,更低的电池成本和自动化技术应该为无人机配送的发展提供动力。</p><p><img src=\"https://static.tigerbbs.com/ceea9a53b41d143c58849d8f3b0b9f9b\" tg-width=\"1195\" tg-height=\"406\" referrerpolicy=\"no-referrer\"></p><p>ARK相信,在不久的将来,在输送包裹、食物、甚至是载人方面,无人机都会更快捷、更方便。此外,无人机可能会改变人们的购物行为,减少旅行时间,并节约开支。</p><p><img src=\"https://static.tigerbbs.com/f564db8e72c6ada8e4c8dbef568ecb63\" tg-width=\"1206\" tg-height=\"423\" referrerpolicy=\"no-referrer\"></p><p>ARK预计到2030年,无人机送货平台将带来约2750亿美元的货物配送收入,500亿美元的硬件销售收入,以及120亿美元的地图绘制业务收入。</p><p><img src=\"https://static.tigerbbs.com/8c2a3aebcb487455028394e229e0dc9b\" tg-width=\"1197\" tg-height=\"325\" referrerpolicy=\"no-referrer\"></p><p><b>十一、轨道航天</b></p><p>ARK认为,航天工业即将腾飞。</p><p>随着火箭发射和卫星的制造成本下降,正在颠覆整个航天工业,使其不再是一个被视为垄断和官僚主义的行业。</p><p><img src=\"https://static.tigerbbs.com/9cb4de0ee009d8a8ff220ef8e53da39d\" tg-width=\"1217\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p><p>此外,得益于深度学习、移动连接、传感器、3D打印和机器人技术的进步,几十年来一直膨胀的成本开始下降。其结果是,卫星发射和火箭着陆的数量激增。</p><p><img src=\"https://static.tigerbbs.com/cde6610c57469a0355f88ce7dc70ff8c\" tg-width=\"1198\" tg-height=\"412\" referrerpolicy=\"no-referrer\"></p><p>ARK预计,轨道航天的发展机会——包括卫星连接和超音速飞行——将为行业每年创造超过2700亿美元的价值。</p><p><img src=\"https://static.tigerbbs.com/637ea95f855c77261416c9b639555dfc\" tg-width=\"1244\" tg-height=\"606\" referrerpolicy=\"no-referrer\"></p><p><b>十二、3D打印</b></p><p>3D打印技术节省了时间、成本,并杜绝浪费,同时创造了全新的部件架构。</p><p>ARK表示,与传统的减法制造方式不同,3D打印是一种逐层制造物体的增材制造方式。3D打印缩短了设计和生产之间的时间,将权力转移给设计师,并以传统制造成本的一小部分降低了供应链的复杂性。</p><p><img src=\"https://static.tigerbbs.com/5c31ba3c720efb9b201c0a44601c3140\" tg-width=\"1196\" tg-height=\"390\" referrerpolicy=\"no-referrer\"></p><p>ARK相信,3D打印将给制造业带来一场革命,其年增长率约为60%,即从去年的120亿美元增长到2025年的1200亿美元。</p><p><img src=\"https://static.tigerbbs.com/123f03e968c7058c84460e792e26a91b\" tg-width=\"1196\" tg-height=\"352\" referrerpolicy=\"no-referrer\"></p><p><b>十三、长读测序</b></p><p>ARK表示,长读测序(Long-Read Sequencing)可以提供更完整的人类基因组蓝图。</p><p>下一代DNA测序(NGS)是基因组革命背后的驱动力。虽然短读测序在历史上占主导地位,但ARK相信长读测序将以较快的速度获得市场份额。</p><p><img src=\"https://static.tigerbbs.com/5becbe8ce5754ec15de04d914795aa0c\" tg-width=\"629\" tg-height=\"444\" referrerpolicy=\"no-referrer\"></p><p>ARK相信,与短读平台相比,长读技术提供了更高的准确性、更全面的变体检测和更丰富的功能集。到2025年底,高度精确的长读和短读测序将几乎实现成本平价。</p><p><img src=\"https://static.tigerbbs.com/7350a2f6b8a433fd0aae62702010fe06\" tg-width=\"658\" tg-height=\"464\" referrerpolicy=\"no-referrer\"></p><p>ARK预计,长读测序所带来的营收将以每年82%的速度增长,从2020年的2.5亿美元增长到2025年的50亿美元左右。</p><p><img src=\"https://static.tigerbbs.com/d9aa3b6c2e3a4c4bdcefd1902daea664\" tg-width=\"651\" tg-height=\"486\" referrerpolicy=\"no-referrer\"></p><p><b>十四、多种癌症筛查</b></p><p>作为一种新兴的癌症检查技术,与传统的组织活检相比,液体活检在预防更多癌症死亡方面表现的更为显著。</p><p>ARK研究结果显示,创新技术的融合已经将多种癌症筛查的成本从2015年的3万美元降低了20倍至现在的1500美元,预计到2025年还将再降低80%以上,达约250美元。</p><p><img src=\"https://static.tigerbbs.com/968201eab379fcc6ffb8e64411cef9ba\" tg-width=\"676\" tg-height=\"487\" referrerpolicy=\"no-referrer\"></p><p>因此,美国的多种癌症筛查市场规模将达到1500亿美元。在美国,一项多种癌症筛查方案每年可以避免66000例癌症死亡,相当于每年能挽救140万人的性命。</p><p><img src=\"https://static.tigerbbs.com/ef57e1b96dc25c9a234008034aead0c4\" tg-width=\"826\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p><blockquote><b>预防为主,治疗为辅。</b>-本杰明·富兰克林</blockquote><p><b>十五、第二代细胞和基因疗法</b></p><p>ARK认为,目前细胞和基因疗法正处于早期阶段。第二代的细胞和基因疗法将从以下三个方面转变而来:</p><ul><li><b>液态到固态肿瘤</b></li></ul><p><b> </b><img src=\"https://static.tigerbbs.com/18062cea6fae861f50492d8d24f7d16a\" tg-width=\"1231\" tg-height=\"468\" referrerpolicy=\"no-referrer\"></p><p><b>同源自体到异体细胞治疗</b></p><p><b> </b><img src=\"https://static.tigerbbs.com/083f1622bd4c1165dee70325507006e1\" tg-width=\"713\" tg-height=\"503\" referrerpolicy=\"no-referrer\"></p><p><b>体外到体内基因编辑</b></p><p> <img src=\"https://static.tigerbbs.com/7536f3d5056f1205aa65b587ef042b47\" tg-width=\"702\" tg-height=\"503\" referrerpolicy=\"no-referrer\"></p><p>ARK预计下一代的细胞和基因疗法创新将使肿瘤治疗的潜在市场规模增长20倍。</p><p><img src=\"https://static.tigerbbs.com/6b15dac64c3f4dffe4c9713c584b7216\" tg-width=\"569\" tg-height=\"528\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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\">2021-01-27 21:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>随着重仓股特斯拉狂涨7倍,“牛市女皇”的凯瑟琳·伍德(Cathie Wood)的旗舰产品ARKK净值也暴涨1.5倍。这吸引了大批资金流入,短短一年时间,ARK资管规模就疯涨了11倍。</p><p>近日,ARK基金——这只现象级EFT发布了其2021年对未来几年投资领域大趋势的分析。ARK在这份报告中称,ARK的目标是寻找那些颠覆性创新领域的领导者、推动者以及其背后大规模的投资机会。</p><p>ARK认为,未来以下15个领域存在投资机会:深度学习、大数据创新、虚拟世界(游戏、AR和VR)、数字钱包、比特币的基本面和机构使用情况、电动汽车、自动驾驶以及其商用化(打车服务等)、无人机运输、轨道航天、3D打印、长度测序、多种癌症筛查、第二代细胞与基因治疗。</p><p><img src=\"https://static.tigerbbs.com/646a2334c06c22052630449823fa81a7\" tg-width=\"849\" tg-height=\"477\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/b3b4e5dab6707a5a419fe8b389a520cc\" tg-width=\"889\" tg-height=\"847\" referrerpolicy=\"no-referrer\"></p><p><b>一、深度学习领域</b></p><p>深度学习可能是我们这个时代最重要的软件突破。深度学习是人工智能(AI)的一种形式,它利用数据来编写软件。通过「自动化」软件开发,深度学习可以给每个行业带来巨大的推动力,例如交互式计算机、自动驾驶汽车、消费者应用软件。</p><p><img src=\"https://static.tigerbbs.com/da7445a962cd53b51cdb8b1d79d1efb8\" tg-width=\"915\" tg-height=\"460\" referrerpolicy=\"no-referrer\"></p><p>根据ARK的研究,在未来15-20年,深度学习领域将为全球股票市场增加30万亿美元的市值。</p><ul><li><b>深度学习正在催生人工智能芯片的热潮</b></li></ul><p>随着人工智能培训成本从1美元/每个项目增长到1亿美元/每个项目,其专用的处理器例如GPU或TPU将占增量增长的大部分。</p><p>ARK估计,在接下来的五年里,此类人工智能处理器的支出将增长四倍以上,从目前的50亿美元到2025年的220亿美元。即将到来的深度学习「部署阶段」将使多数大型互联网公司受益,也使经济中的每个行业受益。</p><p><img src=\"https://static.tigerbbs.com/09ea58f5d0fc76786365adf68a7e7464\" tg-width=\"709\" tg-height=\"498\" referrerpolicy=\"no-referrer\"></p><ul><li><b>深度学习领域将会创造比互联网领域更大的价值</b></li></ul><p>在过去的20年里,互联网使全球股票市场的市值增加了13万亿美元。截至2020年,深度学习领域也已经创造了2万亿美元的市值。ARK认为,在未来15-20年里,深度学习将使股票市场市值增加30万亿美元。</p><p><img src=\"https://static.tigerbbs.com/3f3cd045358c0336034c14e7b6ed88f1\" tg-width=\"706\" tg-height=\"501\" referrerpolicy=\"no-referrer\"></p><p><b>二、重造的数据中心</b></p><p>对于云计算,ARK认为ARM、RISC-V和图形处理器(GPU)可能会成为新的、强大的处理器,将从现在的0%的市场份额,在2030年扩大到71%的服务器市场份额,同时以45%的年增长率将营收扩大到合计190亿美元。</p><p>在数据中心方面,ARK相信以GPU为主导的加速器将成为新兴主流的主要处理器,到2030年,该行业将以每年21%的速度增长,营收达到410亿美元。</p><ul><li><b>到2030年,ARM将为大多数开发人员计算机提供动力</b></li></ul><p>目前,几乎所有的软件开发人员都是在运行Windows、Mac或linux操作系统的英特尔x86个人电脑上编写代码。</p><p>苹果计划在未来两年内将mac电脑(目前有三分之一的开发者在使用mac电脑)从x86系统过渡到基于arm的中央处理器(cpu)。</p><p>与此同时,微软正在加倍努力支持Windowson ARM处理器。</p><p>根据ARK的研究,到2030年,大多数开发人员的pc都将使用ARMCPUs,这标志着英特尔x86时代的终结。</p><p><img src=\"https://static.tigerbbs.com/9fa80276142d83c4c1f06f50f2411dc7\" tg-width=\"657\" tg-height=\"511\" referrerpolicy=\"no-referrer\"></p><ul><li><b>到2030年,ARM和RISC-V可能成为新的标准处理器</b></li></ul><p>ARK相信,采用arm处理器的pc和服务器将创造出第一个具有足够规模、具有工具和供应商支持的生态系统,去挑战英特尔的x86。</p><p>因此,ARM服务器的营收可能会增长100倍,从2020年的不到10亿美元增长到2030年的1000亿美元,比现在的x86更高的营收水平。同时RISC-V的贡献也不可忽视。虽然现在的x86算力也会继续增长,但其营收基础可能会减少一半。</p><p><img src=\"https://static.tigerbbs.com/f6f77b894992f353bf7ccc16d527ed8e\" tg-width=\"667\" tg-height=\"501\" referrerpolicy=\"no-referrer\"></p><p><b>三、虚拟世界领域(包括电子游戏、AR和VR)</b></p><p>虚拟世界的定义是一个计算机模拟的环境,任何人都可以在任何时间访问。社会每天都与虚拟世界互动,而这些虚拟世界现在还处于起步阶段。</p><p>根据ARK研究,虚拟世界的行业营收每年将增长17%,从现在的1800亿美元左右增长到2025年的3900亿美元。</p><ul><li><b>电子游戏的盈利模式正转向虚拟商品</b></li></ul><p>随着电子游戏的发展,它们的商业模式也在不断发展。根据ARK的研究,在过去10年中,游戏内部购买占游戏总收益的比例从20%上升到75%。到2025年,这一比例将达到95%。</p><p>由于游戏内部购买的激增,经济资本力量正从开发者转向玩家。事实上,由于准入门槛较低,许多玩家都成为了开发者。ARK表示,在我们看来,这种转变提高了电子游戏的盈利率。在接下来的五年里,玩电子游戏的每小时成本可能会增加20%,但与其他娱乐和信息来源相比,它仍然是便宜的。</p><ul><li><b>电子游戏正在成为远离家庭和工作的第三场景</b></li></ul><p>根据ARK研究,在接下来的五年里,人们花在玩电子游戏上的平均时间将从每人每天1.1小时增加至1.5小时。</p><p>如果盈利和投入时间的增长趋势保持不变,那么在未来五年内,游戏内置购买的收益每年将增长21%,从2020年的1300亿美元增长到2025年的3500亿美元。</p><p><img src=\"https://static.tigerbbs.com/1752a20472c54fb1f42712ac6f80d755\" tg-width=\"693\" tg-height=\"497\" referrerpolicy=\"no-referrer\"></p><ul><li><b>AR和VR已准备规模化,虚拟板块营收将在2025年达到4000亿美元</b></li></ul><p>在过去这些年里,像Snapchat、Facebook和苹果这样的公司已经开始在AR领域增加投资。ARK研究认为,5年内全球游戏市场将会以16%的年复合率增长,从2020年的1750亿美元涨至2025年的3650亿美元。</p><p>AR和VR市场将会以59%的年复合增长率在未来的五年内增长,从30亿美元涨至五年后的280亿美元。</p><p><img src=\"https://static.tigerbbs.com/c7f0dd0a25161dcc0abe414e06e50bdd\" tg-width=\"689\" tg-height=\"492\" referrerpolicy=\"no-referrer\"></p><p><b>四、电子钱包</b></p><p>电子钱包这一领域代表了全球人民口袋里价值4.6万亿美元的机会。ARK相信,Venmo(PayPal旗下的移动支付服务)、其他的现金类移动应用和一些风险投资初创公司很可能会通过激励用户使用手机去使用电子支付——他们眼中类似传统银行分支机构一样的存在,去颠覆传统的银行业务。</p><p>如今,电子钱包正开始渗透到包括股票和贷款在内的全部传统金融服务领域。电子钱包可以成为金融产品之外的商业活动的引领平台。</p><p>根据ARK的研究,目前每个用户的电子钱包里的金额/价值大约在250美元到1900美元之间,但到2025年,这一数字可能会扩大到每用户2万美元,美国将在这一行业有4.6万亿美元的机会。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/388ac44acf150a9bf55a1acf705ed3d7\" tg-width=\"1237\" tg-height=\"651\" referrerpolicy=\"no-referrer\"><span>电子钱包已经在全球刮起了浪潮</span></p><p><b>五、比特币的基本盘有多大</b></p><p>在强劲的网络基本面条件的支持下,比特币的价格创下了历史新高。ARK的研究表明其网络基本面依然健康。</p><p>根据2017年的搜索量,比特币那一波的价格上涨似乎不太受炒作的驱动。但在过去的这段时间内,比特币似乎获得了更多的信任,一些公司正将其视为资产负债表上的现金。</p><p><img src=\"https://static.tigerbbs.com/77b759bee08a7c4358a45387aef32406\" tg-width=\"1219\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p><p>如果标准普尔500指数中的成份股公司将1%的现金用于比特币,ARK估计比特币的价格将再上涨约4万美元。</p><p>另一方面,比特币的市场参与者们从未像现在一样关注比特币的长期趋势。截至2020年11月,大约有60%的比特币供应量在一年多的时间里没有变动,这是市场长期关注的证据,也证明了比特币持有者的对于比特币未来的发展信心更强。</p><p><b>六、比特币:成为机构的资产配置品种</b></p><p>ARK相信,比特币的快速增长,使得它将在资产配置中占有一席之地。</p><p>ARK称,我们认为,比特币提供了资产中最引人注目的风险回报特征之一。</p><p><img src=\"https://static.tigerbbs.com/da2e06a19306297325943c36b599a5d0\" tg-width=\"1259\" tg-height=\"607\" referrerpolicy=\"no-referrer\"></p><p>正如分析所示,在未来五到十年内,其规模可能从大约5,000亿美元增加到1-5万亿美元。</p><p>ARK认为,比特币作为一项新的资产类别,投资者应该要考虑到忽视比特币投资所带来的机会成本。</p><p><img src=\"https://static.tigerbbs.com/6ca834a7aaf402828df903f6df2b5782\" tg-width=\"1233\" tg-height=\"395\" referrerpolicy=\"no-referrer\"></p><p><b>七、电动车:电动汽车的销量将大幅增长</b></p><p>电动汽车的售价将接近于燃油车。而电动汽车市场的领导者正在开发创新的电池设计,使得电动车能够以更低的成本实现更长的续航。</p><p><img src=\"https://static.tigerbbs.com/f4452950813af69fbe32b59e72ebec1b\" tg-width=\"1212\" tg-height=\"398\" referrerpolicy=\"no-referrer\"></p><p>根据莱特定律,ARK预测,电动汽车的销量将从2020年的220万辆大幅增长约20倍,在2025年达到4000万辆。</p><p><img src=\"https://static.tigerbbs.com/7525c5c9c197cb10495facc215dd0512\" tg-width=\"684\" tg-height=\"523\" referrerpolicy=\"no-referrer\"></p><p>ARK认为,该预测最大的风险是,传统汽车制造商能够成功转型到电动以及自动驾驶汽车。</p><p><b>八、自动化</b></p><p>机器人即将来临,它将为我们提供帮助以及创造工作岗位。</p><p>人们担心自动化会剥夺社会上的工作机会,但是ARK相信,它会赋予人类权力,从而提高生产力和收入。</p><p><img src=\"https://static.tigerbbs.com/becafc2f0b72834d53994cd57441cabd\" tg-width=\"1217\" tg-height=\"403\" referrerpolicy=\"no-referrer\"></p><p>自动化有可能将无偿劳动转变为有偿劳动。例如,随着食品服务的自动化,人们就能从食品准备、打扫卫生等活动当中脱离出来,转变为更为市场化的工作,例如食品配送。</p><p>ARK认为,未来5年,自动化将帮助美国GDP增长5%,即1.2万亿美元。</p><p><img src=\"https://static.tigerbbs.com/a678ef44a7f8f409323d2496f33b4bcd\" tg-width=\"1206\" tg-height=\"358\" referrerpolicy=\"no-referrer\"></p><p><b>九、无人驾驶出租车</b></p><p>无人驾驶出租车可能会主导城市交通。</p><p>ARK认为,无人驾驶出租车服务会使出行成本降低到如今出租车服务成本的十分之一左右,从而得到人们的广泛采用。</p><p><img src=\"https://static.tigerbbs.com/21390d7fca2e974e3e20cee1393cbbd9\" tg-width=\"1167\" tg-height=\"558\" referrerpolicy=\"no-referrer\"></p><p>ARK的研究表明,到2030年,自动驾驶出租车平台每年将会产生超过1万亿美元的利润。此外,汽车制造商和车队的所有者将分别获得2500亿美元和700亿美元的利润。</p><p><img src=\"https://static.tigerbbs.com/30d5ede04f1fcec1e485ee3d851d5b6a\" tg-width=\"633\" tg-height=\"503\" referrerpolicy=\"no-referrer\"></p><p><b>十、无人机配送</b></p><p>ARK表示,无人机的采用应该会大幅降低运输货物和人员的成本。其中,更低的电池成本和自动化技术应该为无人机配送的发展提供动力。</p><p><img src=\"https://static.tigerbbs.com/ceea9a53b41d143c58849d8f3b0b9f9b\" tg-width=\"1195\" tg-height=\"406\" referrerpolicy=\"no-referrer\"></p><p>ARK相信,在不久的将来,在输送包裹、食物、甚至是载人方面,无人机都会更快捷、更方便。此外,无人机可能会改变人们的购物行为,减少旅行时间,并节约开支。</p><p><img src=\"https://static.tigerbbs.com/f564db8e72c6ada8e4c8dbef568ecb63\" tg-width=\"1206\" tg-height=\"423\" referrerpolicy=\"no-referrer\"></p><p>ARK预计到2030年,无人机送货平台将带来约2750亿美元的货物配送收入,500亿美元的硬件销售收入,以及120亿美元的地图绘制业务收入。</p><p><img src=\"https://static.tigerbbs.com/8c2a3aebcb487455028394e229e0dc9b\" tg-width=\"1197\" tg-height=\"325\" referrerpolicy=\"no-referrer\"></p><p><b>十一、轨道航天</b></p><p>ARK认为,航天工业即将腾飞。</p><p>随着火箭发射和卫星的制造成本下降,正在颠覆整个航天工业,使其不再是一个被视为垄断和官僚主义的行业。</p><p><img src=\"https://static.tigerbbs.com/9cb4de0ee009d8a8ff220ef8e53da39d\" tg-width=\"1217\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p><p>此外,得益于深度学习、移动连接、传感器、3D打印和机器人技术的进步,几十年来一直膨胀的成本开始下降。其结果是,卫星发射和火箭着陆的数量激增。</p><p><img src=\"https://static.tigerbbs.com/cde6610c57469a0355f88ce7dc70ff8c\" tg-width=\"1198\" tg-height=\"412\" referrerpolicy=\"no-referrer\"></p><p>ARK预计,轨道航天的发展机会——包括卫星连接和超音速飞行——将为行业每年创造超过2700亿美元的价值。</p><p><img src=\"https://static.tigerbbs.com/637ea95f855c77261416c9b639555dfc\" tg-width=\"1244\" tg-height=\"606\" referrerpolicy=\"no-referrer\"></p><p><b>十二、3D打印</b></p><p>3D打印技术节省了时间、成本,并杜绝浪费,同时创造了全新的部件架构。</p><p>ARK表示,与传统的减法制造方式不同,3D打印是一种逐层制造物体的增材制造方式。3D打印缩短了设计和生产之间的时间,将权力转移给设计师,并以传统制造成本的一小部分降低了供应链的复杂性。</p><p><img src=\"https://static.tigerbbs.com/5c31ba3c720efb9b201c0a44601c3140\" tg-width=\"1196\" tg-height=\"390\" referrerpolicy=\"no-referrer\"></p><p>ARK相信,3D打印将给制造业带来一场革命,其年增长率约为60%,即从去年的120亿美元增长到2025年的1200亿美元。</p><p><img src=\"https://static.tigerbbs.com/123f03e968c7058c84460e792e26a91b\" tg-width=\"1196\" tg-height=\"352\" referrerpolicy=\"no-referrer\"></p><p><b>十三、长读测序</b></p><p>ARK表示,长读测序(Long-Read Sequencing)可以提供更完整的人类基因组蓝图。</p><p>下一代DNA测序(NGS)是基因组革命背后的驱动力。虽然短读测序在历史上占主导地位,但ARK相信长读测序将以较快的速度获得市场份额。</p><p><img src=\"https://static.tigerbbs.com/5becbe8ce5754ec15de04d914795aa0c\" tg-width=\"629\" tg-height=\"444\" referrerpolicy=\"no-referrer\"></p><p>ARK相信,与短读平台相比,长读技术提供了更高的准确性、更全面的变体检测和更丰富的功能集。到2025年底,高度精确的长读和短读测序将几乎实现成本平价。</p><p><img src=\"https://static.tigerbbs.com/7350a2f6b8a433fd0aae62702010fe06\" tg-width=\"658\" tg-height=\"464\" referrerpolicy=\"no-referrer\"></p><p>ARK预计,长读测序所带来的营收将以每年82%的速度增长,从2020年的2.5亿美元增长到2025年的50亿美元左右。</p><p><img src=\"https://static.tigerbbs.com/d9aa3b6c2e3a4c4bdcefd1902daea664\" tg-width=\"651\" tg-height=\"486\" referrerpolicy=\"no-referrer\"></p><p><b>十四、多种癌症筛查</b></p><p>作为一种新兴的癌症检查技术,与传统的组织活检相比,液体活检在预防更多癌症死亡方面表现的更为显著。</p><p>ARK研究结果显示,创新技术的融合已经将多种癌症筛查的成本从2015年的3万美元降低了20倍至现在的1500美元,预计到2025年还将再降低80%以上,达约250美元。</p><p><img src=\"https://static.tigerbbs.com/968201eab379fcc6ffb8e64411cef9ba\" tg-width=\"676\" tg-height=\"487\" referrerpolicy=\"no-referrer\"></p><p>因此,美国的多种癌症筛查市场规模将达到1500亿美元。在美国,一项多种癌症筛查方案每年可以避免66000例癌症死亡,相当于每年能挽救140万人的性命。</p><p><img src=\"https://static.tigerbbs.com/ef57e1b96dc25c9a234008034aead0c4\" tg-width=\"826\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p><blockquote><b>预防为主,治疗为辅。</b>-本杰明·富兰克林</blockquote><p><b>十五、第二代细胞和基因疗法</b></p><p>ARK认为,目前细胞和基因疗法正处于早期阶段。第二代的细胞和基因疗法将从以下三个方面转变而来:</p><ul><li><b>液态到固态肿瘤</b></li></ul><p><b> </b><img src=\"https://static.tigerbbs.com/18062cea6fae861f50492d8d24f7d16a\" tg-width=\"1231\" tg-height=\"468\" referrerpolicy=\"no-referrer\"></p><p><b>同源自体到异体细胞治疗</b></p><p><b> </b><img src=\"https://static.tigerbbs.com/083f1622bd4c1165dee70325507006e1\" tg-width=\"713\" tg-height=\"503\" referrerpolicy=\"no-referrer\"></p><p><b>体外到体内基因编辑</b></p><p> <img src=\"https://static.tigerbbs.com/7536f3d5056f1205aa65b587ef042b47\" tg-width=\"702\" tg-height=\"503\" referrerpolicy=\"no-referrer\"></p><p>ARK预计下一代的细胞和基因疗法创新将使肿瘤治疗的潜在市场规模增长20倍。</p><p><img src=\"https://static.tigerbbs.com/6b15dac64c3f4dffe4c9713c584b7216\" tg-width=\"569\" tg-height=\"528\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e9b7efcf2941c835778d2759c1d7a1b3","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107733997","content_text":"随着重仓股特斯拉狂涨7倍,“牛市女皇”的凯瑟琳·伍德(Cathie Wood)的旗舰产品ARKK净值也暴涨1.5倍。这吸引了大批资金流入,短短一年时间,ARK资管规模就疯涨了11倍。近日,ARK基金——这只现象级EFT发布了其2021年对未来几年投资领域大趋势的分析。ARK在这份报告中称,ARK的目标是寻找那些颠覆性创新领域的领导者、推动者以及其背后大规模的投资机会。ARK认为,未来以下15个领域存在投资机会:深度学习、大数据创新、虚拟世界(游戏、AR和VR)、数字钱包、比特币的基本面和机构使用情况、电动汽车、自动驾驶以及其商用化(打车服务等)、无人机运输、轨道航天、3D打印、长度测序、多种癌症筛查、第二代细胞与基因治疗。一、深度学习领域深度学习可能是我们这个时代最重要的软件突破。深度学习是人工智能(AI)的一种形式,它利用数据来编写软件。通过「自动化」软件开发,深度学习可以给每个行业带来巨大的推动力,例如交互式计算机、自动驾驶汽车、消费者应用软件。根据ARK的研究,在未来15-20年,深度学习领域将为全球股票市场增加30万亿美元的市值。深度学习正在催生人工智能芯片的热潮随着人工智能培训成本从1美元/每个项目增长到1亿美元/每个项目,其专用的处理器例如GPU或TPU将占增量增长的大部分。ARK估计,在接下来的五年里,此类人工智能处理器的支出将增长四倍以上,从目前的50亿美元到2025年的220亿美元。即将到来的深度学习「部署阶段」将使多数大型互联网公司受益,也使经济中的每个行业受益。深度学习领域将会创造比互联网领域更大的价值在过去的20年里,互联网使全球股票市场的市值增加了13万亿美元。截至2020年,深度学习领域也已经创造了2万亿美元的市值。ARK认为,在未来15-20年里,深度学习将使股票市场市值增加30万亿美元。二、重造的数据中心对于云计算,ARK认为ARM、RISC-V和图形处理器(GPU)可能会成为新的、强大的处理器,将从现在的0%的市场份额,在2030年扩大到71%的服务器市场份额,同时以45%的年增长率将营收扩大到合计190亿美元。在数据中心方面,ARK相信以GPU为主导的加速器将成为新兴主流的主要处理器,到2030年,该行业将以每年21%的速度增长,营收达到410亿美元。到2030年,ARM将为大多数开发人员计算机提供动力目前,几乎所有的软件开发人员都是在运行Windows、Mac或linux操作系统的英特尔x86个人电脑上编写代码。苹果计划在未来两年内将mac电脑(目前有三分之一的开发者在使用mac电脑)从x86系统过渡到基于arm的中央处理器(cpu)。与此同时,微软正在加倍努力支持Windowson ARM处理器。根据ARK的研究,到2030年,大多数开发人员的pc都将使用ARMCPUs,这标志着英特尔x86时代的终结。到2030年,ARM和RISC-V可能成为新的标准处理器ARK相信,采用arm处理器的pc和服务器将创造出第一个具有足够规模、具有工具和供应商支持的生态系统,去挑战英特尔的x86。因此,ARM服务器的营收可能会增长100倍,从2020年的不到10亿美元增长到2030年的1000亿美元,比现在的x86更高的营收水平。同时RISC-V的贡献也不可忽视。虽然现在的x86算力也会继续增长,但其营收基础可能会减少一半。三、虚拟世界领域(包括电子游戏、AR和VR)虚拟世界的定义是一个计算机模拟的环境,任何人都可以在任何时间访问。社会每天都与虚拟世界互动,而这些虚拟世界现在还处于起步阶段。根据ARK研究,虚拟世界的行业营收每年将增长17%,从现在的1800亿美元左右增长到2025年的3900亿美元。电子游戏的盈利模式正转向虚拟商品随着电子游戏的发展,它们的商业模式也在不断发展。根据ARK的研究,在过去10年中,游戏内部购买占游戏总收益的比例从20%上升到75%。到2025年,这一比例将达到95%。由于游戏内部购买的激增,经济资本力量正从开发者转向玩家。事实上,由于准入门槛较低,许多玩家都成为了开发者。ARK表示,在我们看来,这种转变提高了电子游戏的盈利率。在接下来的五年里,玩电子游戏的每小时成本可能会增加20%,但与其他娱乐和信息来源相比,它仍然是便宜的。电子游戏正在成为远离家庭和工作的第三场景根据ARK研究,在接下来的五年里,人们花在玩电子游戏上的平均时间将从每人每天1.1小时增加至1.5小时。如果盈利和投入时间的增长趋势保持不变,那么在未来五年内,游戏内置购买的收益每年将增长21%,从2020年的1300亿美元增长到2025年的3500亿美元。AR和VR已准备规模化,虚拟板块营收将在2025年达到4000亿美元在过去这些年里,像Snapchat、Facebook和苹果这样的公司已经开始在AR领域增加投资。ARK研究认为,5年内全球游戏市场将会以16%的年复合率增长,从2020年的1750亿美元涨至2025年的3650亿美元。AR和VR市场将会以59%的年复合增长率在未来的五年内增长,从30亿美元涨至五年后的280亿美元。四、电子钱包电子钱包这一领域代表了全球人民口袋里价值4.6万亿美元的机会。ARK相信,Venmo(PayPal旗下的移动支付服务)、其他的现金类移动应用和一些风险投资初创公司很可能会通过激励用户使用手机去使用电子支付——他们眼中类似传统银行分支机构一样的存在,去颠覆传统的银行业务。如今,电子钱包正开始渗透到包括股票和贷款在内的全部传统金融服务领域。电子钱包可以成为金融产品之外的商业活动的引领平台。根据ARK的研究,目前每个用户的电子钱包里的金额/价值大约在250美元到1900美元之间,但到2025年,这一数字可能会扩大到每用户2万美元,美国将在这一行业有4.6万亿美元的机会。电子钱包已经在全球刮起了浪潮五、比特币的基本盘有多大在强劲的网络基本面条件的支持下,比特币的价格创下了历史新高。ARK的研究表明其网络基本面依然健康。根据2017年的搜索量,比特币那一波的价格上涨似乎不太受炒作的驱动。但在过去的这段时间内,比特币似乎获得了更多的信任,一些公司正将其视为资产负债表上的现金。如果标准普尔500指数中的成份股公司将1%的现金用于比特币,ARK估计比特币的价格将再上涨约4万美元。另一方面,比特币的市场参与者们从未像现在一样关注比特币的长期趋势。截至2020年11月,大约有60%的比特币供应量在一年多的时间里没有变动,这是市场长期关注的证据,也证明了比特币持有者的对于比特币未来的发展信心更强。六、比特币:成为机构的资产配置品种ARK相信,比特币的快速增长,使得它将在资产配置中占有一席之地。ARK称,我们认为,比特币提供了资产中最引人注目的风险回报特征之一。正如分析所示,在未来五到十年内,其规模可能从大约5,000亿美元增加到1-5万亿美元。ARK认为,比特币作为一项新的资产类别,投资者应该要考虑到忽视比特币投资所带来的机会成本。七、电动车:电动汽车的销量将大幅增长电动汽车的售价将接近于燃油车。而电动汽车市场的领导者正在开发创新的电池设计,使得电动车能够以更低的成本实现更长的续航。根据莱特定律,ARK预测,电动汽车的销量将从2020年的220万辆大幅增长约20倍,在2025年达到4000万辆。ARK认为,该预测最大的风险是,传统汽车制造商能够成功转型到电动以及自动驾驶汽车。八、自动化机器人即将来临,它将为我们提供帮助以及创造工作岗位。人们担心自动化会剥夺社会上的工作机会,但是ARK相信,它会赋予人类权力,从而提高生产力和收入。自动化有可能将无偿劳动转变为有偿劳动。例如,随着食品服务的自动化,人们就能从食品准备、打扫卫生等活动当中脱离出来,转变为更为市场化的工作,例如食品配送。ARK认为,未来5年,自动化将帮助美国GDP增长5%,即1.2万亿美元。九、无人驾驶出租车无人驾驶出租车可能会主导城市交通。ARK认为,无人驾驶出租车服务会使出行成本降低到如今出租车服务成本的十分之一左右,从而得到人们的广泛采用。ARK的研究表明,到2030年,自动驾驶出租车平台每年将会产生超过1万亿美元的利润。此外,汽车制造商和车队的所有者将分别获得2500亿美元和700亿美元的利润。十、无人机配送ARK表示,无人机的采用应该会大幅降低运输货物和人员的成本。其中,更低的电池成本和自动化技术应该为无人机配送的发展提供动力。ARK相信,在不久的将来,在输送包裹、食物、甚至是载人方面,无人机都会更快捷、更方便。此外,无人机可能会改变人们的购物行为,减少旅行时间,并节约开支。ARK预计到2030年,无人机送货平台将带来约2750亿美元的货物配送收入,500亿美元的硬件销售收入,以及120亿美元的地图绘制业务收入。十一、轨道航天ARK认为,航天工业即将腾飞。随着火箭发射和卫星的制造成本下降,正在颠覆整个航天工业,使其不再是一个被视为垄断和官僚主义的行业。此外,得益于深度学习、移动连接、传感器、3D打印和机器人技术的进步,几十年来一直膨胀的成本开始下降。其结果是,卫星发射和火箭着陆的数量激增。ARK预计,轨道航天的发展机会——包括卫星连接和超音速飞行——将为行业每年创造超过2700亿美元的价值。十二、3D打印3D打印技术节省了时间、成本,并杜绝浪费,同时创造了全新的部件架构。ARK表示,与传统的减法制造方式不同,3D打印是一种逐层制造物体的增材制造方式。3D打印缩短了设计和生产之间的时间,将权力转移给设计师,并以传统制造成本的一小部分降低了供应链的复杂性。ARK相信,3D打印将给制造业带来一场革命,其年增长率约为60%,即从去年的120亿美元增长到2025年的1200亿美元。十三、长读测序ARK表示,长读测序(Long-Read Sequencing)可以提供更完整的人类基因组蓝图。下一代DNA测序(NGS)是基因组革命背后的驱动力。虽然短读测序在历史上占主导地位,但ARK相信长读测序将以较快的速度获得市场份额。ARK相信,与短读平台相比,长读技术提供了更高的准确性、更全面的变体检测和更丰富的功能集。到2025年底,高度精确的长读和短读测序将几乎实现成本平价。ARK预计,长读测序所带来的营收将以每年82%的速度增长,从2020年的2.5亿美元增长到2025年的50亿美元左右。十四、多种癌症筛查作为一种新兴的癌症检查技术,与传统的组织活检相比,液体活检在预防更多癌症死亡方面表现的更为显著。ARK研究结果显示,创新技术的融合已经将多种癌症筛查的成本从2015年的3万美元降低了20倍至现在的1500美元,预计到2025年还将再降低80%以上,达约250美元。因此,美国的多种癌症筛查市场规模将达到1500亿美元。在美国,一项多种癌症筛查方案每年可以避免66000例癌症死亡,相当于每年能挽救140万人的性命。预防为主,治疗为辅。-本杰明·富兰克林十五、第二代细胞和基因疗法ARK认为,目前细胞和基因疗法正处于早期阶段。第二代的细胞和基因疗法将从以下三个方面转变而来:液态到固态肿瘤 同源自体到异体细胞治疗 体外到体内基因编辑 ARK预计下一代的细胞和基因疗法创新将使肿瘤治疗的潜在市场规模增长20倍。","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":337329826,"gmtCreate":1611068931265,"gmtModify":1703747830126,"author":{"id":"3573268613524641","authorId":"3573268613524641","name":"yukeee","avatar":"https://static.tigerbbs.com/041959c4b9e3bd6b5e09c6ea3da85a29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573268613524641","idStr":"3573268613524641"},"themes":[],"htmlText":"5 USD per share","listText":"5 USD per share","text":"5 USD per share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337329826","repostId":"337367037","repostType":1,"repost":{"id":337367037,"gmtCreate":1611068796229,"gmtModify":1703747827555,"author":{"id":"112836924956196","authorId":"112836924956196","name":"艾錢","avatar":"https://static.tigerbbs.com/f8c9f84fc20d63a4e1a5f868c06edf09","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"112836924956196","idStr":"112836924956196"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QLI\">$祁连国际(QLI)$</a>各位兄台,发行价是多少啊!","listText":"<a href=\"https://laohu8.com/S/QLI\">$祁连国际(QLI)$</a>各位兄台,发行价是多少啊!","text":"$祁连国际(QLI)$各位兄台,发行价是多少啊!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337367037","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":337362468,"gmtCreate":1611068665254,"gmtModify":1703747824302,"author":{"id":"3573268613524641","authorId":"3573268613524641","name":"yukeee","avatar":"https://static.tigerbbs.com/041959c4b9e3bd6b5e09c6ea3da85a29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573268613524641","idStr":"3573268613524641"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QLI\">$Qilian International Holding Group(QLI)$</a>Anybody still holding on? 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Well done! Keep it up! ","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Well done, tiger. Well done! Keep it up! ","text":"$Tiger Brokers(TIGR)$Well done, tiger. Well done! Keep it up!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871622078","isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337362468,"gmtCreate":1611068665254,"gmtModify":1703747824302,"author":{"id":"3573268613524641","authorId":"3573268613524641","name":"yukeee","avatar":"https://static.tigerbbs.com/041959c4b9e3bd6b5e09c6ea3da85a29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573268613524641","authorIdStr":"3573268613524641"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QLI\">$Qilian International Holding Group(QLI)$</a>Anybody still holding on? Feeling kind of ded inside. 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Feeling kind of ded inside.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/337362468","isVote":1,"tweetType":1,"viewCount":2045,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199736385,"gmtCreate":1620733245847,"gmtModify":1634196765173,"author":{"id":"3573268613524641","authorId":"3573268613524641","name":"yukeee","avatar":"https://static.tigerbbs.com/041959c4b9e3bd6b5e09c6ea3da85a29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573268613524641","authorIdStr":"3573268613524641"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Wow this is crazy","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Wow this is crazy","text":"$NIO Inc.(NIO)$Wow this is crazy","images":[{"img":"https://static.tigerbbs.com/52f541f0db6ce0de915784877ae9ea17","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/199736385","isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":366007446,"gmtCreate":1614356789385,"gmtModify":1703476932078,"author":{"id":"3573268613524641","authorId":"3573268613524641","name":"yukeee","avatar":"https://static.tigerbbs.com/041959c4b9e3bd6b5e09c6ea3da85a29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573268613524641","authorIdStr":"3573268613524641"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSAT\">$Globalstar(GSAT)$</a>Waitingggggggg","listText":"<a href=\"https://laohu8.com/S/GSAT\">$Globalstar(GSAT)$</a>Waitingggggggg","text":"$Globalstar(GSAT)$Waitingggggggg","images":[{"img":"https://static.tigerbbs.com/770d3711ecf66308be14e4b4261a981d","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/366007446","isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":601524604,"gmtCreate":1638543513110,"gmtModify":1638543513178,"author":{"id":"3573268613524641","authorId":"3573268613524641","name":"yukeee","avatar":"https://static.tigerbbs.com/041959c4b9e3bd6b5e09c6ea3da85a29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573268613524641","authorIdStr":"3573268613524641"},"themes":[],"htmlText":"I’ve cut. Bought at 235. [Cry] ","listText":"I’ve cut. Bought at 235. [Cry] ","text":"I’ve cut. Bought at 235. [Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/601524604","repostId":"1192973257","repostType":4,"repost":{"id":"1192973257","kind":"news","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":1638542620,"share":"https://www.laohu8.com/m/news/1192973257?lang=&edition=full","pubTime":"2021-12-03 22:43","market":"us","language":"en","title":"Alibaba shares fell nearly 9%, hitting a 52 week low","url":"https://stock-news.laohu8.com/highlight/detail?id=1192973257","media":"老虎资讯综合","summary":"Alibaba shares fell nearly 9% in morning trading, hitting a 52 week low.","content":"<p>Alibaba shares fell nearly 9% in morning trading, hitting a 52 week low.</p>\n<p><img src=\"https://static.tigerbbs.com/bffdf13d46c5b423e7d19ca33abd1d05\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p></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>Alibaba shares fell nearly 9%, hitting a 52 week low</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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\">\nAlibaba shares fell nearly 9%, hitting a 52 week low\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" 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\">2021-12-03 22:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Alibaba shares fell nearly 9% in morning trading, hitting a 52 week low.</p>\n<p><img src=\"https://static.tigerbbs.com/bffdf13d46c5b423e7d19ca33abd1d05\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192973257","content_text":"Alibaba shares fell nearly 9% in morning trading, hitting a 52 week low.","news_type":1},"isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853538480,"gmtCreate":1634823409763,"gmtModify":1634823409878,"author":{"id":"3573268613524641","authorId":"3573268613524641","name":"yukeee","avatar":"https://static.tigerbbs.com/041959c4b9e3bd6b5e09c6ea3da85a29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573268613524641","authorIdStr":"3573268613524641"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>11.11 is coming!! Gooooo","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>11.11 is coming!! Gooooo","text":"$Alibaba(BABA)$11.11 is coming!! Gooooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/853538480","isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820362996,"gmtCreate":1633354510492,"gmtModify":1633354510617,"author":{"id":"3573268613524641","authorId":"3573268613524641","name":"yukeee","avatar":"https://static.tigerbbs.com/041959c4b9e3bd6b5e09c6ea3da85a29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573268613524641","authorIdStr":"3573268613524641"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Man. Today is a sad day. Again.","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Man. Today is a sad day. Again.","text":"$Tiger Brokers(TIGR)$Man. Today is a sad day. Again.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820362996","isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":105858532,"gmtCreate":1620291701226,"gmtModify":1631885010627,"author":{"id":"3573268613524641","authorId":"3573268613524641","name":"yukeee","avatar":"https://static.tigerbbs.com/041959c4b9e3bd6b5e09c6ea3da85a29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573268613524641","authorIdStr":"3573268613524641"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SENS\">$Senseonics(SENS)$</a>Shit ","listText":"<a href=\"https://laohu8.com/S/SENS\">$Senseonics(SENS)$</a>Shit ","text":"$Senseonics(SENS)$Shit","images":[{"img":"https://static.tigerbbs.com/42fbbf9ce3bd04d4a1039eb5a179c245","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/105858532","isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":601522082,"gmtCreate":1638543428742,"gmtModify":1638543428852,"author":{"id":"3573268613524641","authorId":"3573268613524641","name":"yukeee","avatar":"https://static.tigerbbs.com/041959c4b9e3bd6b5e09c6ea3da85a29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573268613524641","authorIdStr":"3573268613524641"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>I’ve cut. Bought at 235. [Cry] ","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>I’ve cut. Bought at 235. [Cry] ","text":"$Alibaba(BABA)$I’ve cut. Bought at 235. [Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601522082","isVote":1,"tweetType":1,"viewCount":531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855777348,"gmtCreate":1635408188623,"gmtModify":1635408188623,"author":{"id":"3573268613524641","authorId":"3573268613524641","name":"yukeee","avatar":"https://static.tigerbbs.com/041959c4b9e3bd6b5e09c6ea3da85a29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573268613524641","authorIdStr":"3573268613524641"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Let you happy for few days, then cry many days ","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Let you happy for few days, then cry many days ","text":"$Tiger Brokers(TIGR)$Let you happy for few days, then cry many days","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855777348","isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825106383,"gmtCreate":1634206662088,"gmtModify":1634206810873,"author":{"id":"3573268613524641","authorId":"3573268613524641","name":"yukeee","avatar":"https://static.tigerbbs.com/041959c4b9e3bd6b5e09c6ea3da85a29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573268613524641","authorIdStr":"3573268613524641"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>i just opened the appand the results shocked me to death 😌","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>i just opened the appand the results shocked me to death 😌","text":"$Tiger Brokers(TIGR)$i just opened the appand the results shocked me to death 😌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825106383","isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368529539,"gmtCreate":1614339919321,"gmtModify":1703476591677,"author":{"id":"3573268613524641","authorId":"3573268613524641","name":"yukeee","avatar":"https://static.tigerbbs.com/041959c4b9e3bd6b5e09c6ea3da85a29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573268613524641","authorIdStr":"3573268613524641"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>Planning to add more","listText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>Planning to add more","text":"$Bionano Genomics(BNGO)$Planning to add more","images":[{"img":"https://static.tigerbbs.com/66da3d9d2190effdddc16a7a0b1ac796","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368529539","isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":823129180,"gmtCreate":1633602962650,"gmtModify":1633602962813,"author":{"id":"3573268613524641","authorId":"3573268613524641","name":"yukeee","avatar":"https://static.tigerbbs.com/041959c4b9e3bd6b5e09c6ea3da85a29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573268613524641","authorIdStr":"3573268613524641"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>will this rise later during opening?","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>will this rise later during opening?","text":"$Alibaba(BABA)$will this rise later during opening?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823129180","isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":812218478,"gmtCreate":1630590100694,"gmtModify":1632471503235,"author":{"id":"3573268613524641","authorId":"3573268613524641","name":"yukeee","avatar":"https://static.tigerbbs.com/041959c4b9e3bd6b5e09c6ea3da85a29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573268613524641","authorIdStr":"3573268613524641"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Buying to average down! ","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Buying to average down! ","text":"$Tiger Brokers(TIGR)$Buying to average down!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/812218478","isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365909946,"gmtCreate":1614685730585,"gmtModify":1703479831360,"author":{"id":"3573268613524641","authorId":"3573268613524641","name":"yukeee","avatar":"https://static.tigerbbs.com/041959c4b9e3bd6b5e09c6ea3da85a29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573268613524641","authorIdStr":"3573268613524641"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/U/3573279967458067\">@PRAISE</a>don’t think this is a good news [难过] ","listText":"<a href=\"https://laohu8.com/U/3573279967458067\">@PRAISE</a>don’t think this is a good news [难过] ","text":"@PRAISEdon’t think this is a good news [难过]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365909946","repostId":"1134382042","repostType":4,"repost":{"id":"1134382042","kind":"news","pubTimestamp":1614670373,"share":"https://www.laohu8.com/m/news/1134382042?lang=&edition=full","pubTime":"2021-03-02 15:32","market":"us","language":"en","title":"Chinese Tesla rival Nio says global chip shortage will hit its electric car production","url":"https://stock-news.laohu8.com/highlight/detail?id=1134382042","media":"cnbc","summary":"KEY POINTS\n\nChinese electric car start-up Nio said Tuesday a shortage in semiconductors and batterie","content":"<div>\n<p>KEY POINTS\n\nChinese electric car start-up Nio said Tuesday a shortage in semiconductors and batteries will cut its production capacity in the second quarter to 7,500 vehicles a month, down from 10,000...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/02/chinese-tesla-rival-nio-chip-shortage-will-hit-electric-car-production.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>Chinese Tesla rival Nio says global chip shortage will hit its electric car production</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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\">\nChinese Tesla rival Nio says global chip shortage will hit its electric car production\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-02 15:32 GMT+8 <a href=https://www.cnbc.com/2021/03/02/chinese-tesla-rival-nio-chip-shortage-will-hit-electric-car-production.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nChinese electric car start-up Nio said Tuesday a shortage in semiconductors and batteries will cut its production capacity in the second quarter to 7,500 vehicles a month, down from 10,000...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/02/chinese-tesla-rival-nio-chip-shortage-will-hit-electric-car-production.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.cnbc.com/2021/03/02/chinese-tesla-rival-nio-chip-shortage-will-hit-electric-car-production.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1134382042","content_text":"KEY POINTS\n\nChinese electric car start-up Nio said Tuesday a shortage in semiconductors and batteries will cut its production capacity in the second quarter to 7,500 vehicles a month, down from 10,000.\nDespite the Lunar New Year holiday last month, Nio delivered more than two times more electric cars in China than fellow start-up Xpeng did.\nShares of New York-listed Nio fell 4% in extended-hours trading after reporting a fourth-quarter earnings loss of 0.93 yuan (14 cents) a share.\n\nBEIJING — Chinese electric car start-upNiosaid Tuesday a global chip shortage will force it to manufacture fewer cars in the second quarter.\nHigh demand for electronics amid the coronavirus pandemic and pressure from U.S.-China trade tensions on the highly specialized semiconductor supply chain have contributed to abacklog in chip manufacturing.\nMajor automakers have had to cut productionas a result, with China-based Nio the latest to announce such reductions.\nThe company had ramped up production capacity in February to 10,000 vehicles a month, an increase from 7,500 previously, founder William Li said in a quarterly earnings call Tuesday. But a shortage in chips and batteries means Nio will need to fall back to the 7,500 level in the second quarter, he said.\nLi said he expects manufacturing can increase again in July, for a total annual production capacity of 150,000 vehicles under one work shift — with the potential to double by early 2022 to 300,000 units a year under two shifts.\nTeslasaid late last year thatannual production capacity at its Shanghai factory had reached 250,000 units.\nNio predicts strong deliveries\nDespite competition from Tesla, Nio remained ahead of its start-up rivals in terms of vehicle sales.\nThe company delivered 7,225 vehicles in January and 5,578 in February amid the week-long Lunar New Year holiday. With a forecast of 20,000 to 25,000 deliveries in the first quarter, Nio anticipates deliveries will rise to at least 7,197 cars in March.\nIn contrast,Xpengsaid Tuesday it delivered 2,223 electric cars last month, whileLi Autoexpects it willdeliver fewer than 4,000 cars a month in the first quarter.\nNio founder Li said that pre-orders for theet7 sedan revealed in Januaryhave exceeded that of the company's other models, but declined to share specific figures. The et7 is Nio's first non-SUV consumer car and is set to begin deliveries next year.\nLi added the company remained on track withplans to enter Europe later this year.\nShares of New York-listed Nio fell 4% in extended-hours trading after reporting a fourth-quarter earnings loss of 0.93 yuan (14 cents) a share. That's greater than the 0.39 yuan loss per share predicted by analysts, according to FactSet.\nThe company attributed a nearly 33% quarterly increase in net losses — to 1.39 billion yuan ($212.8 million) in the last three months of 2020 — primarily to the depreciation in the U.S. dollar.\nNio shares soared more than 1,000% last year after the struggling start-upreceived a roughly $1 billion capital injectionfrom state-backed investors, and traders piled into the stock alongside a surge in Tesla's shares.\nLooking ahead, Nio expects total revenue of 7.38 billion yuan to 7.56 billion yuan in the first quarter, up from 6.64 billion yuan in the fourth quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311972596,"gmtCreate":1611760949115,"gmtModify":1703753415726,"author":{"id":"3573268613524641","authorId":"3573268613524641","name":"yukeee","avatar":"https://static.tigerbbs.com/041959c4b9e3bd6b5e09c6ea3da85a29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573268613524641","authorIdStr":"3573268613524641"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/U/3573279967458067\">@PRAISE</a>Invest in future 🚀","listText":"<a href=\"https://laohu8.com/U/3573279967458067\">@PRAISE</a>Invest in future 🚀","text":"@PRAISEInvest in future 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311972596","repostId":"1107733997","repostType":4,"repost":{"id":"1107733997","kind":"news","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":1611755004,"share":"https://www.laohu8.com/m/news/1107733997?lang=&edition=full","pubTime":"2021-01-27 21:43","market":"us","language":"zh","title":"快来抄作业!ARK女皇2021年布局方向大曝光","url":"https://stock-news.laohu8.com/highlight/detail?id=1107733997","media":"老虎资讯综合","summary":"随着重仓股特斯拉狂涨7倍,“牛市女皇”的凯瑟琳·伍德的旗舰产品ARKK净值也暴涨1.5倍。这吸引了大批资金流入,短短一年时间,ARK资管规模就疯涨了11倍。近日,ARK基金——这只现象级EFT发布了其2021年对未来几年投资领域大趋势的分析。ARK在这份报告中称,ARK的目标是寻找那些颠覆性创新领域的领导者、推动者以及其背后大规模的投资机会。","content":"<p>随着重仓股特斯拉狂涨7倍,“牛市女皇”的凯瑟琳·伍德(Cathie Wood)的旗舰产品ARKK净值也暴涨1.5倍。这吸引了大批资金流入,短短一年时间,ARK资管规模就疯涨了11倍。</p><p>近日,ARK基金——这只现象级EFT发布了其2021年对未来几年投资领域大趋势的分析。ARK在这份报告中称,ARK的目标是寻找那些颠覆性创新领域的领导者、推动者以及其背后大规模的投资机会。</p><p>ARK认为,未来以下15个领域存在投资机会:深度学习、大数据创新、虚拟世界(游戏、AR和VR)、数字钱包、比特币的基本面和机构使用情况、电动汽车、自动驾驶以及其商用化(打车服务等)、无人机运输、轨道航天、3D打印、长度测序、多种癌症筛查、第二代细胞与基因治疗。</p><p><img src=\"https://static.tigerbbs.com/646a2334c06c22052630449823fa81a7\" tg-width=\"849\" tg-height=\"477\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/b3b4e5dab6707a5a419fe8b389a520cc\" tg-width=\"889\" tg-height=\"847\" referrerpolicy=\"no-referrer\"></p><p><b>一、深度学习领域</b></p><p>深度学习可能是我们这个时代最重要的软件突破。深度学习是人工智能(AI)的一种形式,它利用数据来编写软件。通过「自动化」软件开发,深度学习可以给每个行业带来巨大的推动力,例如交互式计算机、自动驾驶汽车、消费者应用软件。</p><p><img src=\"https://static.tigerbbs.com/da7445a962cd53b51cdb8b1d79d1efb8\" tg-width=\"915\" tg-height=\"460\" referrerpolicy=\"no-referrer\"></p><p>根据ARK的研究,在未来15-20年,深度学习领域将为全球股票市场增加30万亿美元的市值。</p><ul><li><b>深度学习正在催生人工智能芯片的热潮</b></li></ul><p>随着人工智能培训成本从1美元/每个项目增长到1亿美元/每个项目,其专用的处理器例如GPU或TPU将占增量增长的大部分。</p><p>ARK估计,在接下来的五年里,此类人工智能处理器的支出将增长四倍以上,从目前的50亿美元到2025年的220亿美元。即将到来的深度学习「部署阶段」将使多数大型互联网公司受益,也使经济中的每个行业受益。</p><p><img src=\"https://static.tigerbbs.com/09ea58f5d0fc76786365adf68a7e7464\" tg-width=\"709\" tg-height=\"498\" referrerpolicy=\"no-referrer\"></p><ul><li><b>深度学习领域将会创造比互联网领域更大的价值</b></li></ul><p>在过去的20年里,互联网使全球股票市场的市值增加了13万亿美元。截至2020年,深度学习领域也已经创造了2万亿美元的市值。ARK认为,在未来15-20年里,深度学习将使股票市场市值增加30万亿美元。</p><p><img src=\"https://static.tigerbbs.com/3f3cd045358c0336034c14e7b6ed88f1\" tg-width=\"706\" tg-height=\"501\" referrerpolicy=\"no-referrer\"></p><p><b>二、重造的数据中心</b></p><p>对于云计算,ARK认为ARM、RISC-V和图形处理器(GPU)可能会成为新的、强大的处理器,将从现在的0%的市场份额,在2030年扩大到71%的服务器市场份额,同时以45%的年增长率将营收扩大到合计190亿美元。</p><p>在数据中心方面,ARK相信以GPU为主导的加速器将成为新兴主流的主要处理器,到2030年,该行业将以每年21%的速度增长,营收达到410亿美元。</p><ul><li><b>到2030年,ARM将为大多数开发人员计算机提供动力</b></li></ul><p>目前,几乎所有的软件开发人员都是在运行Windows、Mac或linux操作系统的英特尔x86个人电脑上编写代码。</p><p>苹果计划在未来两年内将mac电脑(目前有三分之一的开发者在使用mac电脑)从x86系统过渡到基于arm的中央处理器(cpu)。</p><p>与此同时,微软正在加倍努力支持Windowson ARM处理器。</p><p>根据ARK的研究,到2030年,大多数开发人员的pc都将使用ARMCPUs,这标志着英特尔x86时代的终结。</p><p><img src=\"https://static.tigerbbs.com/9fa80276142d83c4c1f06f50f2411dc7\" tg-width=\"657\" tg-height=\"511\" referrerpolicy=\"no-referrer\"></p><ul><li><b>到2030年,ARM和RISC-V可能成为新的标准处理器</b></li></ul><p>ARK相信,采用arm处理器的pc和服务器将创造出第一个具有足够规模、具有工具和供应商支持的生态系统,去挑战英特尔的x86。</p><p>因此,ARM服务器的营收可能会增长100倍,从2020年的不到10亿美元增长到2030年的1000亿美元,比现在的x86更高的营收水平。同时RISC-V的贡献也不可忽视。虽然现在的x86算力也会继续增长,但其营收基础可能会减少一半。</p><p><img src=\"https://static.tigerbbs.com/f6f77b894992f353bf7ccc16d527ed8e\" tg-width=\"667\" tg-height=\"501\" referrerpolicy=\"no-referrer\"></p><p><b>三、虚拟世界领域(包括电子游戏、AR和VR)</b></p><p>虚拟世界的定义是一个计算机模拟的环境,任何人都可以在任何时间访问。社会每天都与虚拟世界互动,而这些虚拟世界现在还处于起步阶段。</p><p>根据ARK研究,虚拟世界的行业营收每年将增长17%,从现在的1800亿美元左右增长到2025年的3900亿美元。</p><ul><li><b>电子游戏的盈利模式正转向虚拟商品</b></li></ul><p>随着电子游戏的发展,它们的商业模式也在不断发展。根据ARK的研究,在过去10年中,游戏内部购买占游戏总收益的比例从20%上升到75%。到2025年,这一比例将达到95%。</p><p>由于游戏内部购买的激增,经济资本力量正从开发者转向玩家。事实上,由于准入门槛较低,许多玩家都成为了开发者。ARK表示,在我们看来,这种转变提高了电子游戏的盈利率。在接下来的五年里,玩电子游戏的每小时成本可能会增加20%,但与其他娱乐和信息来源相比,它仍然是便宜的。</p><ul><li><b>电子游戏正在成为远离家庭和工作的第三场景</b></li></ul><p>根据ARK研究,在接下来的五年里,人们花在玩电子游戏上的平均时间将从每人每天1.1小时增加至1.5小时。</p><p>如果盈利和投入时间的增长趋势保持不变,那么在未来五年内,游戏内置购买的收益每年将增长21%,从2020年的1300亿美元增长到2025年的3500亿美元。</p><p><img src=\"https://static.tigerbbs.com/1752a20472c54fb1f42712ac6f80d755\" tg-width=\"693\" tg-height=\"497\" referrerpolicy=\"no-referrer\"></p><ul><li><b>AR和VR已准备规模化,虚拟板块营收将在2025年达到4000亿美元</b></li></ul><p>在过去这些年里,像Snapchat、Facebook和苹果这样的公司已经开始在AR领域增加投资。ARK研究认为,5年内全球游戏市场将会以16%的年复合率增长,从2020年的1750亿美元涨至2025年的3650亿美元。</p><p>AR和VR市场将会以59%的年复合增长率在未来的五年内增长,从30亿美元涨至五年后的280亿美元。</p><p><img src=\"https://static.tigerbbs.com/c7f0dd0a25161dcc0abe414e06e50bdd\" tg-width=\"689\" tg-height=\"492\" referrerpolicy=\"no-referrer\"></p><p><b>四、电子钱包</b></p><p>电子钱包这一领域代表了全球人民口袋里价值4.6万亿美元的机会。ARK相信,Venmo(PayPal旗下的移动支付服务)、其他的现金类移动应用和一些风险投资初创公司很可能会通过激励用户使用手机去使用电子支付——他们眼中类似传统银行分支机构一样的存在,去颠覆传统的银行业务。</p><p>如今,电子钱包正开始渗透到包括股票和贷款在内的全部传统金融服务领域。电子钱包可以成为金融产品之外的商业活动的引领平台。</p><p>根据ARK的研究,目前每个用户的电子钱包里的金额/价值大约在250美元到1900美元之间,但到2025年,这一数字可能会扩大到每用户2万美元,美国将在这一行业有4.6万亿美元的机会。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/388ac44acf150a9bf55a1acf705ed3d7\" tg-width=\"1237\" tg-height=\"651\" referrerpolicy=\"no-referrer\"><span>电子钱包已经在全球刮起了浪潮</span></p><p><b>五、比特币的基本盘有多大</b></p><p>在强劲的网络基本面条件的支持下,比特币的价格创下了历史新高。ARK的研究表明其网络基本面依然健康。</p><p>根据2017年的搜索量,比特币那一波的价格上涨似乎不太受炒作的驱动。但在过去的这段时间内,比特币似乎获得了更多的信任,一些公司正将其视为资产负债表上的现金。</p><p><img src=\"https://static.tigerbbs.com/77b759bee08a7c4358a45387aef32406\" tg-width=\"1219\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p><p>如果标准普尔500指数中的成份股公司将1%的现金用于比特币,ARK估计比特币的价格将再上涨约4万美元。</p><p>另一方面,比特币的市场参与者们从未像现在一样关注比特币的长期趋势。截至2020年11月,大约有60%的比特币供应量在一年多的时间里没有变动,这是市场长期关注的证据,也证明了比特币持有者的对于比特币未来的发展信心更强。</p><p><b>六、比特币:成为机构的资产配置品种</b></p><p>ARK相信,比特币的快速增长,使得它将在资产配置中占有一席之地。</p><p>ARK称,我们认为,比特币提供了资产中最引人注目的风险回报特征之一。</p><p><img src=\"https://static.tigerbbs.com/da2e06a19306297325943c36b599a5d0\" tg-width=\"1259\" tg-height=\"607\" referrerpolicy=\"no-referrer\"></p><p>正如分析所示,在未来五到十年内,其规模可能从大约5,000亿美元增加到1-5万亿美元。</p><p>ARK认为,比特币作为一项新的资产类别,投资者应该要考虑到忽视比特币投资所带来的机会成本。</p><p><img src=\"https://static.tigerbbs.com/6ca834a7aaf402828df903f6df2b5782\" tg-width=\"1233\" tg-height=\"395\" referrerpolicy=\"no-referrer\"></p><p><b>七、电动车:电动汽车的销量将大幅增长</b></p><p>电动汽车的售价将接近于燃油车。而电动汽车市场的领导者正在开发创新的电池设计,使得电动车能够以更低的成本实现更长的续航。</p><p><img src=\"https://static.tigerbbs.com/f4452950813af69fbe32b59e72ebec1b\" tg-width=\"1212\" tg-height=\"398\" referrerpolicy=\"no-referrer\"></p><p>根据莱特定律,ARK预测,电动汽车的销量将从2020年的220万辆大幅增长约20倍,在2025年达到4000万辆。</p><p><img src=\"https://static.tigerbbs.com/7525c5c9c197cb10495facc215dd0512\" tg-width=\"684\" tg-height=\"523\" referrerpolicy=\"no-referrer\"></p><p>ARK认为,该预测最大的风险是,传统汽车制造商能够成功转型到电动以及自动驾驶汽车。</p><p><b>八、自动化</b></p><p>机器人即将来临,它将为我们提供帮助以及创造工作岗位。</p><p>人们担心自动化会剥夺社会上的工作机会,但是ARK相信,它会赋予人类权力,从而提高生产力和收入。</p><p><img src=\"https://static.tigerbbs.com/becafc2f0b72834d53994cd57441cabd\" tg-width=\"1217\" tg-height=\"403\" referrerpolicy=\"no-referrer\"></p><p>自动化有可能将无偿劳动转变为有偿劳动。例如,随着食品服务的自动化,人们就能从食品准备、打扫卫生等活动当中脱离出来,转变为更为市场化的工作,例如食品配送。</p><p>ARK认为,未来5年,自动化将帮助美国GDP增长5%,即1.2万亿美元。</p><p><img src=\"https://static.tigerbbs.com/a678ef44a7f8f409323d2496f33b4bcd\" tg-width=\"1206\" tg-height=\"358\" referrerpolicy=\"no-referrer\"></p><p><b>九、无人驾驶出租车</b></p><p>无人驾驶出租车可能会主导城市交通。</p><p>ARK认为,无人驾驶出租车服务会使出行成本降低到如今出租车服务成本的十分之一左右,从而得到人们的广泛采用。</p><p><img src=\"https://static.tigerbbs.com/21390d7fca2e974e3e20cee1393cbbd9\" tg-width=\"1167\" tg-height=\"558\" referrerpolicy=\"no-referrer\"></p><p>ARK的研究表明,到2030年,自动驾驶出租车平台每年将会产生超过1万亿美元的利润。此外,汽车制造商和车队的所有者将分别获得2500亿美元和700亿美元的利润。</p><p><img src=\"https://static.tigerbbs.com/30d5ede04f1fcec1e485ee3d851d5b6a\" tg-width=\"633\" tg-height=\"503\" referrerpolicy=\"no-referrer\"></p><p><b>十、无人机配送</b></p><p>ARK表示,无人机的采用应该会大幅降低运输货物和人员的成本。其中,更低的电池成本和自动化技术应该为无人机配送的发展提供动力。</p><p><img src=\"https://static.tigerbbs.com/ceea9a53b41d143c58849d8f3b0b9f9b\" tg-width=\"1195\" tg-height=\"406\" referrerpolicy=\"no-referrer\"></p><p>ARK相信,在不久的将来,在输送包裹、食物、甚至是载人方面,无人机都会更快捷、更方便。此外,无人机可能会改变人们的购物行为,减少旅行时间,并节约开支。</p><p><img src=\"https://static.tigerbbs.com/f564db8e72c6ada8e4c8dbef568ecb63\" tg-width=\"1206\" tg-height=\"423\" referrerpolicy=\"no-referrer\"></p><p>ARK预计到2030年,无人机送货平台将带来约2750亿美元的货物配送收入,500亿美元的硬件销售收入,以及120亿美元的地图绘制业务收入。</p><p><img src=\"https://static.tigerbbs.com/8c2a3aebcb487455028394e229e0dc9b\" tg-width=\"1197\" tg-height=\"325\" referrerpolicy=\"no-referrer\"></p><p><b>十一、轨道航天</b></p><p>ARK认为,航天工业即将腾飞。</p><p>随着火箭发射和卫星的制造成本下降,正在颠覆整个航天工业,使其不再是一个被视为垄断和官僚主义的行业。</p><p><img src=\"https://static.tigerbbs.com/9cb4de0ee009d8a8ff220ef8e53da39d\" tg-width=\"1217\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p><p>此外,得益于深度学习、移动连接、传感器、3D打印和机器人技术的进步,几十年来一直膨胀的成本开始下降。其结果是,卫星发射和火箭着陆的数量激增。</p><p><img src=\"https://static.tigerbbs.com/cde6610c57469a0355f88ce7dc70ff8c\" tg-width=\"1198\" tg-height=\"412\" referrerpolicy=\"no-referrer\"></p><p>ARK预计,轨道航天的发展机会——包括卫星连接和超音速飞行——将为行业每年创造超过2700亿美元的价值。</p><p><img src=\"https://static.tigerbbs.com/637ea95f855c77261416c9b639555dfc\" tg-width=\"1244\" tg-height=\"606\" referrerpolicy=\"no-referrer\"></p><p><b>十二、3D打印</b></p><p>3D打印技术节省了时间、成本,并杜绝浪费,同时创造了全新的部件架构。</p><p>ARK表示,与传统的减法制造方式不同,3D打印是一种逐层制造物体的增材制造方式。3D打印缩短了设计和生产之间的时间,将权力转移给设计师,并以传统制造成本的一小部分降低了供应链的复杂性。</p><p><img src=\"https://static.tigerbbs.com/5c31ba3c720efb9b201c0a44601c3140\" tg-width=\"1196\" tg-height=\"390\" referrerpolicy=\"no-referrer\"></p><p>ARK相信,3D打印将给制造业带来一场革命,其年增长率约为60%,即从去年的120亿美元增长到2025年的1200亿美元。</p><p><img src=\"https://static.tigerbbs.com/123f03e968c7058c84460e792e26a91b\" tg-width=\"1196\" tg-height=\"352\" referrerpolicy=\"no-referrer\"></p><p><b>十三、长读测序</b></p><p>ARK表示,长读测序(Long-Read Sequencing)可以提供更完整的人类基因组蓝图。</p><p>下一代DNA测序(NGS)是基因组革命背后的驱动力。虽然短读测序在历史上占主导地位,但ARK相信长读测序将以较快的速度获得市场份额。</p><p><img src=\"https://static.tigerbbs.com/5becbe8ce5754ec15de04d914795aa0c\" tg-width=\"629\" tg-height=\"444\" referrerpolicy=\"no-referrer\"></p><p>ARK相信,与短读平台相比,长读技术提供了更高的准确性、更全面的变体检测和更丰富的功能集。到2025年底,高度精确的长读和短读测序将几乎实现成本平价。</p><p><img src=\"https://static.tigerbbs.com/7350a2f6b8a433fd0aae62702010fe06\" tg-width=\"658\" tg-height=\"464\" referrerpolicy=\"no-referrer\"></p><p>ARK预计,长读测序所带来的营收将以每年82%的速度增长,从2020年的2.5亿美元增长到2025年的50亿美元左右。</p><p><img src=\"https://static.tigerbbs.com/d9aa3b6c2e3a4c4bdcefd1902daea664\" tg-width=\"651\" tg-height=\"486\" referrerpolicy=\"no-referrer\"></p><p><b>十四、多种癌症筛查</b></p><p>作为一种新兴的癌症检查技术,与传统的组织活检相比,液体活检在预防更多癌症死亡方面表现的更为显著。</p><p>ARK研究结果显示,创新技术的融合已经将多种癌症筛查的成本从2015年的3万美元降低了20倍至现在的1500美元,预计到2025年还将再降低80%以上,达约250美元。</p><p><img src=\"https://static.tigerbbs.com/968201eab379fcc6ffb8e64411cef9ba\" tg-width=\"676\" tg-height=\"487\" referrerpolicy=\"no-referrer\"></p><p>因此,美国的多种癌症筛查市场规模将达到1500亿美元。在美国,一项多种癌症筛查方案每年可以避免66000例癌症死亡,相当于每年能挽救140万人的性命。</p><p><img src=\"https://static.tigerbbs.com/ef57e1b96dc25c9a234008034aead0c4\" tg-width=\"826\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p><blockquote><b>预防为主,治疗为辅。</b>-本杰明·富兰克林</blockquote><p><b>十五、第二代细胞和基因疗法</b></p><p>ARK认为,目前细胞和基因疗法正处于早期阶段。第二代的细胞和基因疗法将从以下三个方面转变而来:</p><ul><li><b>液态到固态肿瘤</b></li></ul><p><b> </b><img src=\"https://static.tigerbbs.com/18062cea6fae861f50492d8d24f7d16a\" tg-width=\"1231\" tg-height=\"468\" referrerpolicy=\"no-referrer\"></p><p><b>同源自体到异体细胞治疗</b></p><p><b> </b><img src=\"https://static.tigerbbs.com/083f1622bd4c1165dee70325507006e1\" tg-width=\"713\" tg-height=\"503\" referrerpolicy=\"no-referrer\"></p><p><b>体外到体内基因编辑</b></p><p> <img src=\"https://static.tigerbbs.com/7536f3d5056f1205aa65b587ef042b47\" tg-width=\"702\" tg-height=\"503\" referrerpolicy=\"no-referrer\"></p><p>ARK预计下一代的细胞和基因疗法创新将使肿瘤治疗的潜在市场规模增长20倍。</p><p><img src=\"https://static.tigerbbs.com/6b15dac64c3f4dffe4c9713c584b7216\" tg-width=\"569\" tg-height=\"528\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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\">2021-01-27 21:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>随着重仓股特斯拉狂涨7倍,“牛市女皇”的凯瑟琳·伍德(Cathie Wood)的旗舰产品ARKK净值也暴涨1.5倍。这吸引了大批资金流入,短短一年时间,ARK资管规模就疯涨了11倍。</p><p>近日,ARK基金——这只现象级EFT发布了其2021年对未来几年投资领域大趋势的分析。ARK在这份报告中称,ARK的目标是寻找那些颠覆性创新领域的领导者、推动者以及其背后大规模的投资机会。</p><p>ARK认为,未来以下15个领域存在投资机会:深度学习、大数据创新、虚拟世界(游戏、AR和VR)、数字钱包、比特币的基本面和机构使用情况、电动汽车、自动驾驶以及其商用化(打车服务等)、无人机运输、轨道航天、3D打印、长度测序、多种癌症筛查、第二代细胞与基因治疗。</p><p><img src=\"https://static.tigerbbs.com/646a2334c06c22052630449823fa81a7\" tg-width=\"849\" tg-height=\"477\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/b3b4e5dab6707a5a419fe8b389a520cc\" tg-width=\"889\" tg-height=\"847\" referrerpolicy=\"no-referrer\"></p><p><b>一、深度学习领域</b></p><p>深度学习可能是我们这个时代最重要的软件突破。深度学习是人工智能(AI)的一种形式,它利用数据来编写软件。通过「自动化」软件开发,深度学习可以给每个行业带来巨大的推动力,例如交互式计算机、自动驾驶汽车、消费者应用软件。</p><p><img src=\"https://static.tigerbbs.com/da7445a962cd53b51cdb8b1d79d1efb8\" tg-width=\"915\" tg-height=\"460\" referrerpolicy=\"no-referrer\"></p><p>根据ARK的研究,在未来15-20年,深度学习领域将为全球股票市场增加30万亿美元的市值。</p><ul><li><b>深度学习正在催生人工智能芯片的热潮</b></li></ul><p>随着人工智能培训成本从1美元/每个项目增长到1亿美元/每个项目,其专用的处理器例如GPU或TPU将占增量增长的大部分。</p><p>ARK估计,在接下来的五年里,此类人工智能处理器的支出将增长四倍以上,从目前的50亿美元到2025年的220亿美元。即将到来的深度学习「部署阶段」将使多数大型互联网公司受益,也使经济中的每个行业受益。</p><p><img src=\"https://static.tigerbbs.com/09ea58f5d0fc76786365adf68a7e7464\" tg-width=\"709\" tg-height=\"498\" referrerpolicy=\"no-referrer\"></p><ul><li><b>深度学习领域将会创造比互联网领域更大的价值</b></li></ul><p>在过去的20年里,互联网使全球股票市场的市值增加了13万亿美元。截至2020年,深度学习领域也已经创造了2万亿美元的市值。ARK认为,在未来15-20年里,深度学习将使股票市场市值增加30万亿美元。</p><p><img src=\"https://static.tigerbbs.com/3f3cd045358c0336034c14e7b6ed88f1\" tg-width=\"706\" tg-height=\"501\" referrerpolicy=\"no-referrer\"></p><p><b>二、重造的数据中心</b></p><p>对于云计算,ARK认为ARM、RISC-V和图形处理器(GPU)可能会成为新的、强大的处理器,将从现在的0%的市场份额,在2030年扩大到71%的服务器市场份额,同时以45%的年增长率将营收扩大到合计190亿美元。</p><p>在数据中心方面,ARK相信以GPU为主导的加速器将成为新兴主流的主要处理器,到2030年,该行业将以每年21%的速度增长,营收达到410亿美元。</p><ul><li><b>到2030年,ARM将为大多数开发人员计算机提供动力</b></li></ul><p>目前,几乎所有的软件开发人员都是在运行Windows、Mac或linux操作系统的英特尔x86个人电脑上编写代码。</p><p>苹果计划在未来两年内将mac电脑(目前有三分之一的开发者在使用mac电脑)从x86系统过渡到基于arm的中央处理器(cpu)。</p><p>与此同时,微软正在加倍努力支持Windowson ARM处理器。</p><p>根据ARK的研究,到2030年,大多数开发人员的pc都将使用ARMCPUs,这标志着英特尔x86时代的终结。</p><p><img src=\"https://static.tigerbbs.com/9fa80276142d83c4c1f06f50f2411dc7\" tg-width=\"657\" tg-height=\"511\" referrerpolicy=\"no-referrer\"></p><ul><li><b>到2030年,ARM和RISC-V可能成为新的标准处理器</b></li></ul><p>ARK相信,采用arm处理器的pc和服务器将创造出第一个具有足够规模、具有工具和供应商支持的生态系统,去挑战英特尔的x86。</p><p>因此,ARM服务器的营收可能会增长100倍,从2020年的不到10亿美元增长到2030年的1000亿美元,比现在的x86更高的营收水平。同时RISC-V的贡献也不可忽视。虽然现在的x86算力也会继续增长,但其营收基础可能会减少一半。</p><p><img src=\"https://static.tigerbbs.com/f6f77b894992f353bf7ccc16d527ed8e\" tg-width=\"667\" tg-height=\"501\" referrerpolicy=\"no-referrer\"></p><p><b>三、虚拟世界领域(包括电子游戏、AR和VR)</b></p><p>虚拟世界的定义是一个计算机模拟的环境,任何人都可以在任何时间访问。社会每天都与虚拟世界互动,而这些虚拟世界现在还处于起步阶段。</p><p>根据ARK研究,虚拟世界的行业营收每年将增长17%,从现在的1800亿美元左右增长到2025年的3900亿美元。</p><ul><li><b>电子游戏的盈利模式正转向虚拟商品</b></li></ul><p>随着电子游戏的发展,它们的商业模式也在不断发展。根据ARK的研究,在过去10年中,游戏内部购买占游戏总收益的比例从20%上升到75%。到2025年,这一比例将达到95%。</p><p>由于游戏内部购买的激增,经济资本力量正从开发者转向玩家。事实上,由于准入门槛较低,许多玩家都成为了开发者。ARK表示,在我们看来,这种转变提高了电子游戏的盈利率。在接下来的五年里,玩电子游戏的每小时成本可能会增加20%,但与其他娱乐和信息来源相比,它仍然是便宜的。</p><ul><li><b>电子游戏正在成为远离家庭和工作的第三场景</b></li></ul><p>根据ARK研究,在接下来的五年里,人们花在玩电子游戏上的平均时间将从每人每天1.1小时增加至1.5小时。</p><p>如果盈利和投入时间的增长趋势保持不变,那么在未来五年内,游戏内置购买的收益每年将增长21%,从2020年的1300亿美元增长到2025年的3500亿美元。</p><p><img src=\"https://static.tigerbbs.com/1752a20472c54fb1f42712ac6f80d755\" tg-width=\"693\" tg-height=\"497\" referrerpolicy=\"no-referrer\"></p><ul><li><b>AR和VR已准备规模化,虚拟板块营收将在2025年达到4000亿美元</b></li></ul><p>在过去这些年里,像Snapchat、Facebook和苹果这样的公司已经开始在AR领域增加投资。ARK研究认为,5年内全球游戏市场将会以16%的年复合率增长,从2020年的1750亿美元涨至2025年的3650亿美元。</p><p>AR和VR市场将会以59%的年复合增长率在未来的五年内增长,从30亿美元涨至五年后的280亿美元。</p><p><img src=\"https://static.tigerbbs.com/c7f0dd0a25161dcc0abe414e06e50bdd\" tg-width=\"689\" tg-height=\"492\" referrerpolicy=\"no-referrer\"></p><p><b>四、电子钱包</b></p><p>电子钱包这一领域代表了全球人民口袋里价值4.6万亿美元的机会。ARK相信,Venmo(PayPal旗下的移动支付服务)、其他的现金类移动应用和一些风险投资初创公司很可能会通过激励用户使用手机去使用电子支付——他们眼中类似传统银行分支机构一样的存在,去颠覆传统的银行业务。</p><p>如今,电子钱包正开始渗透到包括股票和贷款在内的全部传统金融服务领域。电子钱包可以成为金融产品之外的商业活动的引领平台。</p><p>根据ARK的研究,目前每个用户的电子钱包里的金额/价值大约在250美元到1900美元之间,但到2025年,这一数字可能会扩大到每用户2万美元,美国将在这一行业有4.6万亿美元的机会。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/388ac44acf150a9bf55a1acf705ed3d7\" tg-width=\"1237\" tg-height=\"651\" referrerpolicy=\"no-referrer\"><span>电子钱包已经在全球刮起了浪潮</span></p><p><b>五、比特币的基本盘有多大</b></p><p>在强劲的网络基本面条件的支持下,比特币的价格创下了历史新高。ARK的研究表明其网络基本面依然健康。</p><p>根据2017年的搜索量,比特币那一波的价格上涨似乎不太受炒作的驱动。但在过去的这段时间内,比特币似乎获得了更多的信任,一些公司正将其视为资产负债表上的现金。</p><p><img src=\"https://static.tigerbbs.com/77b759bee08a7c4358a45387aef32406\" tg-width=\"1219\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p><p>如果标准普尔500指数中的成份股公司将1%的现金用于比特币,ARK估计比特币的价格将再上涨约4万美元。</p><p>另一方面,比特币的市场参与者们从未像现在一样关注比特币的长期趋势。截至2020年11月,大约有60%的比特币供应量在一年多的时间里没有变动,这是市场长期关注的证据,也证明了比特币持有者的对于比特币未来的发展信心更强。</p><p><b>六、比特币:成为机构的资产配置品种</b></p><p>ARK相信,比特币的快速增长,使得它将在资产配置中占有一席之地。</p><p>ARK称,我们认为,比特币提供了资产中最引人注目的风险回报特征之一。</p><p><img src=\"https://static.tigerbbs.com/da2e06a19306297325943c36b599a5d0\" tg-width=\"1259\" tg-height=\"607\" referrerpolicy=\"no-referrer\"></p><p>正如分析所示,在未来五到十年内,其规模可能从大约5,000亿美元增加到1-5万亿美元。</p><p>ARK认为,比特币作为一项新的资产类别,投资者应该要考虑到忽视比特币投资所带来的机会成本。</p><p><img src=\"https://static.tigerbbs.com/6ca834a7aaf402828df903f6df2b5782\" tg-width=\"1233\" tg-height=\"395\" referrerpolicy=\"no-referrer\"></p><p><b>七、电动车:电动汽车的销量将大幅增长</b></p><p>电动汽车的售价将接近于燃油车。而电动汽车市场的领导者正在开发创新的电池设计,使得电动车能够以更低的成本实现更长的续航。</p><p><img src=\"https://static.tigerbbs.com/f4452950813af69fbe32b59e72ebec1b\" tg-width=\"1212\" tg-height=\"398\" referrerpolicy=\"no-referrer\"></p><p>根据莱特定律,ARK预测,电动汽车的销量将从2020年的220万辆大幅增长约20倍,在2025年达到4000万辆。</p><p><img src=\"https://static.tigerbbs.com/7525c5c9c197cb10495facc215dd0512\" tg-width=\"684\" tg-height=\"523\" referrerpolicy=\"no-referrer\"></p><p>ARK认为,该预测最大的风险是,传统汽车制造商能够成功转型到电动以及自动驾驶汽车。</p><p><b>八、自动化</b></p><p>机器人即将来临,它将为我们提供帮助以及创造工作岗位。</p><p>人们担心自动化会剥夺社会上的工作机会,但是ARK相信,它会赋予人类权力,从而提高生产力和收入。</p><p><img src=\"https://static.tigerbbs.com/becafc2f0b72834d53994cd57441cabd\" tg-width=\"1217\" tg-height=\"403\" referrerpolicy=\"no-referrer\"></p><p>自动化有可能将无偿劳动转变为有偿劳动。例如,随着食品服务的自动化,人们就能从食品准备、打扫卫生等活动当中脱离出来,转变为更为市场化的工作,例如食品配送。</p><p>ARK认为,未来5年,自动化将帮助美国GDP增长5%,即1.2万亿美元。</p><p><img src=\"https://static.tigerbbs.com/a678ef44a7f8f409323d2496f33b4bcd\" tg-width=\"1206\" tg-height=\"358\" referrerpolicy=\"no-referrer\"></p><p><b>九、无人驾驶出租车</b></p><p>无人驾驶出租车可能会主导城市交通。</p><p>ARK认为,无人驾驶出租车服务会使出行成本降低到如今出租车服务成本的十分之一左右,从而得到人们的广泛采用。</p><p><img src=\"https://static.tigerbbs.com/21390d7fca2e974e3e20cee1393cbbd9\" tg-width=\"1167\" tg-height=\"558\" referrerpolicy=\"no-referrer\"></p><p>ARK的研究表明,到2030年,自动驾驶出租车平台每年将会产生超过1万亿美元的利润。此外,汽车制造商和车队的所有者将分别获得2500亿美元和700亿美元的利润。</p><p><img src=\"https://static.tigerbbs.com/30d5ede04f1fcec1e485ee3d851d5b6a\" tg-width=\"633\" tg-height=\"503\" referrerpolicy=\"no-referrer\"></p><p><b>十、无人机配送</b></p><p>ARK表示,无人机的采用应该会大幅降低运输货物和人员的成本。其中,更低的电池成本和自动化技术应该为无人机配送的发展提供动力。</p><p><img src=\"https://static.tigerbbs.com/ceea9a53b41d143c58849d8f3b0b9f9b\" tg-width=\"1195\" tg-height=\"406\" referrerpolicy=\"no-referrer\"></p><p>ARK相信,在不久的将来,在输送包裹、食物、甚至是载人方面,无人机都会更快捷、更方便。此外,无人机可能会改变人们的购物行为,减少旅行时间,并节约开支。</p><p><img src=\"https://static.tigerbbs.com/f564db8e72c6ada8e4c8dbef568ecb63\" tg-width=\"1206\" tg-height=\"423\" referrerpolicy=\"no-referrer\"></p><p>ARK预计到2030年,无人机送货平台将带来约2750亿美元的货物配送收入,500亿美元的硬件销售收入,以及120亿美元的地图绘制业务收入。</p><p><img src=\"https://static.tigerbbs.com/8c2a3aebcb487455028394e229e0dc9b\" tg-width=\"1197\" tg-height=\"325\" referrerpolicy=\"no-referrer\"></p><p><b>十一、轨道航天</b></p><p>ARK认为,航天工业即将腾飞。</p><p>随着火箭发射和卫星的制造成本下降,正在颠覆整个航天工业,使其不再是一个被视为垄断和官僚主义的行业。</p><p><img src=\"https://static.tigerbbs.com/9cb4de0ee009d8a8ff220ef8e53da39d\" tg-width=\"1217\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p><p>此外,得益于深度学习、移动连接、传感器、3D打印和机器人技术的进步,几十年来一直膨胀的成本开始下降。其结果是,卫星发射和火箭着陆的数量激增。</p><p><img src=\"https://static.tigerbbs.com/cde6610c57469a0355f88ce7dc70ff8c\" tg-width=\"1198\" tg-height=\"412\" referrerpolicy=\"no-referrer\"></p><p>ARK预计,轨道航天的发展机会——包括卫星连接和超音速飞行——将为行业每年创造超过2700亿美元的价值。</p><p><img src=\"https://static.tigerbbs.com/637ea95f855c77261416c9b639555dfc\" tg-width=\"1244\" tg-height=\"606\" referrerpolicy=\"no-referrer\"></p><p><b>十二、3D打印</b></p><p>3D打印技术节省了时间、成本,并杜绝浪费,同时创造了全新的部件架构。</p><p>ARK表示,与传统的减法制造方式不同,3D打印是一种逐层制造物体的增材制造方式。3D打印缩短了设计和生产之间的时间,将权力转移给设计师,并以传统制造成本的一小部分降低了供应链的复杂性。</p><p><img src=\"https://static.tigerbbs.com/5c31ba3c720efb9b201c0a44601c3140\" tg-width=\"1196\" tg-height=\"390\" referrerpolicy=\"no-referrer\"></p><p>ARK相信,3D打印将给制造业带来一场革命,其年增长率约为60%,即从去年的120亿美元增长到2025年的1200亿美元。</p><p><img src=\"https://static.tigerbbs.com/123f03e968c7058c84460e792e26a91b\" tg-width=\"1196\" tg-height=\"352\" referrerpolicy=\"no-referrer\"></p><p><b>十三、长读测序</b></p><p>ARK表示,长读测序(Long-Read Sequencing)可以提供更完整的人类基因组蓝图。</p><p>下一代DNA测序(NGS)是基因组革命背后的驱动力。虽然短读测序在历史上占主导地位,但ARK相信长读测序将以较快的速度获得市场份额。</p><p><img src=\"https://static.tigerbbs.com/5becbe8ce5754ec15de04d914795aa0c\" tg-width=\"629\" tg-height=\"444\" referrerpolicy=\"no-referrer\"></p><p>ARK相信,与短读平台相比,长读技术提供了更高的准确性、更全面的变体检测和更丰富的功能集。到2025年底,高度精确的长读和短读测序将几乎实现成本平价。</p><p><img src=\"https://static.tigerbbs.com/7350a2f6b8a433fd0aae62702010fe06\" tg-width=\"658\" tg-height=\"464\" referrerpolicy=\"no-referrer\"></p><p>ARK预计,长读测序所带来的营收将以每年82%的速度增长,从2020年的2.5亿美元增长到2025年的50亿美元左右。</p><p><img src=\"https://static.tigerbbs.com/d9aa3b6c2e3a4c4bdcefd1902daea664\" tg-width=\"651\" tg-height=\"486\" referrerpolicy=\"no-referrer\"></p><p><b>十四、多种癌症筛查</b></p><p>作为一种新兴的癌症检查技术,与传统的组织活检相比,液体活检在预防更多癌症死亡方面表现的更为显著。</p><p>ARK研究结果显示,创新技术的融合已经将多种癌症筛查的成本从2015年的3万美元降低了20倍至现在的1500美元,预计到2025年还将再降低80%以上,达约250美元。</p><p><img src=\"https://static.tigerbbs.com/968201eab379fcc6ffb8e64411cef9ba\" tg-width=\"676\" tg-height=\"487\" referrerpolicy=\"no-referrer\"></p><p>因此,美国的多种癌症筛查市场规模将达到1500亿美元。在美国,一项多种癌症筛查方案每年可以避免66000例癌症死亡,相当于每年能挽救140万人的性命。</p><p><img src=\"https://static.tigerbbs.com/ef57e1b96dc25c9a234008034aead0c4\" tg-width=\"826\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p><blockquote><b>预防为主,治疗为辅。</b>-本杰明·富兰克林</blockquote><p><b>十五、第二代细胞和基因疗法</b></p><p>ARK认为,目前细胞和基因疗法正处于早期阶段。第二代的细胞和基因疗法将从以下三个方面转变而来:</p><ul><li><b>液态到固态肿瘤</b></li></ul><p><b> </b><img src=\"https://static.tigerbbs.com/18062cea6fae861f50492d8d24f7d16a\" tg-width=\"1231\" tg-height=\"468\" referrerpolicy=\"no-referrer\"></p><p><b>同源自体到异体细胞治疗</b></p><p><b> </b><img src=\"https://static.tigerbbs.com/083f1622bd4c1165dee70325507006e1\" tg-width=\"713\" tg-height=\"503\" referrerpolicy=\"no-referrer\"></p><p><b>体外到体内基因编辑</b></p><p> <img src=\"https://static.tigerbbs.com/7536f3d5056f1205aa65b587ef042b47\" tg-width=\"702\" tg-height=\"503\" referrerpolicy=\"no-referrer\"></p><p>ARK预计下一代的细胞和基因疗法创新将使肿瘤治疗的潜在市场规模增长20倍。</p><p><img src=\"https://static.tigerbbs.com/6b15dac64c3f4dffe4c9713c584b7216\" tg-width=\"569\" tg-height=\"528\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e9b7efcf2941c835778d2759c1d7a1b3","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107733997","content_text":"随着重仓股特斯拉狂涨7倍,“牛市女皇”的凯瑟琳·伍德(Cathie Wood)的旗舰产品ARKK净值也暴涨1.5倍。这吸引了大批资金流入,短短一年时间,ARK资管规模就疯涨了11倍。近日,ARK基金——这只现象级EFT发布了其2021年对未来几年投资领域大趋势的分析。ARK在这份报告中称,ARK的目标是寻找那些颠覆性创新领域的领导者、推动者以及其背后大规模的投资机会。ARK认为,未来以下15个领域存在投资机会:深度学习、大数据创新、虚拟世界(游戏、AR和VR)、数字钱包、比特币的基本面和机构使用情况、电动汽车、自动驾驶以及其商用化(打车服务等)、无人机运输、轨道航天、3D打印、长度测序、多种癌症筛查、第二代细胞与基因治疗。一、深度学习领域深度学习可能是我们这个时代最重要的软件突破。深度学习是人工智能(AI)的一种形式,它利用数据来编写软件。通过「自动化」软件开发,深度学习可以给每个行业带来巨大的推动力,例如交互式计算机、自动驾驶汽车、消费者应用软件。根据ARK的研究,在未来15-20年,深度学习领域将为全球股票市场增加30万亿美元的市值。深度学习正在催生人工智能芯片的热潮随着人工智能培训成本从1美元/每个项目增长到1亿美元/每个项目,其专用的处理器例如GPU或TPU将占增量增长的大部分。ARK估计,在接下来的五年里,此类人工智能处理器的支出将增长四倍以上,从目前的50亿美元到2025年的220亿美元。即将到来的深度学习「部署阶段」将使多数大型互联网公司受益,也使经济中的每个行业受益。深度学习领域将会创造比互联网领域更大的价值在过去的20年里,互联网使全球股票市场的市值增加了13万亿美元。截至2020年,深度学习领域也已经创造了2万亿美元的市值。ARK认为,在未来15-20年里,深度学习将使股票市场市值增加30万亿美元。二、重造的数据中心对于云计算,ARK认为ARM、RISC-V和图形处理器(GPU)可能会成为新的、强大的处理器,将从现在的0%的市场份额,在2030年扩大到71%的服务器市场份额,同时以45%的年增长率将营收扩大到合计190亿美元。在数据中心方面,ARK相信以GPU为主导的加速器将成为新兴主流的主要处理器,到2030年,该行业将以每年21%的速度增长,营收达到410亿美元。到2030年,ARM将为大多数开发人员计算机提供动力目前,几乎所有的软件开发人员都是在运行Windows、Mac或linux操作系统的英特尔x86个人电脑上编写代码。苹果计划在未来两年内将mac电脑(目前有三分之一的开发者在使用mac电脑)从x86系统过渡到基于arm的中央处理器(cpu)。与此同时,微软正在加倍努力支持Windowson ARM处理器。根据ARK的研究,到2030年,大多数开发人员的pc都将使用ARMCPUs,这标志着英特尔x86时代的终结。到2030年,ARM和RISC-V可能成为新的标准处理器ARK相信,采用arm处理器的pc和服务器将创造出第一个具有足够规模、具有工具和供应商支持的生态系统,去挑战英特尔的x86。因此,ARM服务器的营收可能会增长100倍,从2020年的不到10亿美元增长到2030年的1000亿美元,比现在的x86更高的营收水平。同时RISC-V的贡献也不可忽视。虽然现在的x86算力也会继续增长,但其营收基础可能会减少一半。三、虚拟世界领域(包括电子游戏、AR和VR)虚拟世界的定义是一个计算机模拟的环境,任何人都可以在任何时间访问。社会每天都与虚拟世界互动,而这些虚拟世界现在还处于起步阶段。根据ARK研究,虚拟世界的行业营收每年将增长17%,从现在的1800亿美元左右增长到2025年的3900亿美元。电子游戏的盈利模式正转向虚拟商品随着电子游戏的发展,它们的商业模式也在不断发展。根据ARK的研究,在过去10年中,游戏内部购买占游戏总收益的比例从20%上升到75%。到2025年,这一比例将达到95%。由于游戏内部购买的激增,经济资本力量正从开发者转向玩家。事实上,由于准入门槛较低,许多玩家都成为了开发者。ARK表示,在我们看来,这种转变提高了电子游戏的盈利率。在接下来的五年里,玩电子游戏的每小时成本可能会增加20%,但与其他娱乐和信息来源相比,它仍然是便宜的。电子游戏正在成为远离家庭和工作的第三场景根据ARK研究,在接下来的五年里,人们花在玩电子游戏上的平均时间将从每人每天1.1小时增加至1.5小时。如果盈利和投入时间的增长趋势保持不变,那么在未来五年内,游戏内置购买的收益每年将增长21%,从2020年的1300亿美元增长到2025年的3500亿美元。AR和VR已准备规模化,虚拟板块营收将在2025年达到4000亿美元在过去这些年里,像Snapchat、Facebook和苹果这样的公司已经开始在AR领域增加投资。ARK研究认为,5年内全球游戏市场将会以16%的年复合率增长,从2020年的1750亿美元涨至2025年的3650亿美元。AR和VR市场将会以59%的年复合增长率在未来的五年内增长,从30亿美元涨至五年后的280亿美元。四、电子钱包电子钱包这一领域代表了全球人民口袋里价值4.6万亿美元的机会。ARK相信,Venmo(PayPal旗下的移动支付服务)、其他的现金类移动应用和一些风险投资初创公司很可能会通过激励用户使用手机去使用电子支付——他们眼中类似传统银行分支机构一样的存在,去颠覆传统的银行业务。如今,电子钱包正开始渗透到包括股票和贷款在内的全部传统金融服务领域。电子钱包可以成为金融产品之外的商业活动的引领平台。根据ARK的研究,目前每个用户的电子钱包里的金额/价值大约在250美元到1900美元之间,但到2025年,这一数字可能会扩大到每用户2万美元,美国将在这一行业有4.6万亿美元的机会。电子钱包已经在全球刮起了浪潮五、比特币的基本盘有多大在强劲的网络基本面条件的支持下,比特币的价格创下了历史新高。ARK的研究表明其网络基本面依然健康。根据2017年的搜索量,比特币那一波的价格上涨似乎不太受炒作的驱动。但在过去的这段时间内,比特币似乎获得了更多的信任,一些公司正将其视为资产负债表上的现金。如果标准普尔500指数中的成份股公司将1%的现金用于比特币,ARK估计比特币的价格将再上涨约4万美元。另一方面,比特币的市场参与者们从未像现在一样关注比特币的长期趋势。截至2020年11月,大约有60%的比特币供应量在一年多的时间里没有变动,这是市场长期关注的证据,也证明了比特币持有者的对于比特币未来的发展信心更强。六、比特币:成为机构的资产配置品种ARK相信,比特币的快速增长,使得它将在资产配置中占有一席之地。ARK称,我们认为,比特币提供了资产中最引人注目的风险回报特征之一。正如分析所示,在未来五到十年内,其规模可能从大约5,000亿美元增加到1-5万亿美元。ARK认为,比特币作为一项新的资产类别,投资者应该要考虑到忽视比特币投资所带来的机会成本。七、电动车:电动汽车的销量将大幅增长电动汽车的售价将接近于燃油车。而电动汽车市场的领导者正在开发创新的电池设计,使得电动车能够以更低的成本实现更长的续航。根据莱特定律,ARK预测,电动汽车的销量将从2020年的220万辆大幅增长约20倍,在2025年达到4000万辆。ARK认为,该预测最大的风险是,传统汽车制造商能够成功转型到电动以及自动驾驶汽车。八、自动化机器人即将来临,它将为我们提供帮助以及创造工作岗位。人们担心自动化会剥夺社会上的工作机会,但是ARK相信,它会赋予人类权力,从而提高生产力和收入。自动化有可能将无偿劳动转变为有偿劳动。例如,随着食品服务的自动化,人们就能从食品准备、打扫卫生等活动当中脱离出来,转变为更为市场化的工作,例如食品配送。ARK认为,未来5年,自动化将帮助美国GDP增长5%,即1.2万亿美元。九、无人驾驶出租车无人驾驶出租车可能会主导城市交通。ARK认为,无人驾驶出租车服务会使出行成本降低到如今出租车服务成本的十分之一左右,从而得到人们的广泛采用。ARK的研究表明,到2030年,自动驾驶出租车平台每年将会产生超过1万亿美元的利润。此外,汽车制造商和车队的所有者将分别获得2500亿美元和700亿美元的利润。十、无人机配送ARK表示,无人机的采用应该会大幅降低运输货物和人员的成本。其中,更低的电池成本和自动化技术应该为无人机配送的发展提供动力。ARK相信,在不久的将来,在输送包裹、食物、甚至是载人方面,无人机都会更快捷、更方便。此外,无人机可能会改变人们的购物行为,减少旅行时间,并节约开支。ARK预计到2030年,无人机送货平台将带来约2750亿美元的货物配送收入,500亿美元的硬件销售收入,以及120亿美元的地图绘制业务收入。十一、轨道航天ARK认为,航天工业即将腾飞。随着火箭发射和卫星的制造成本下降,正在颠覆整个航天工业,使其不再是一个被视为垄断和官僚主义的行业。此外,得益于深度学习、移动连接、传感器、3D打印和机器人技术的进步,几十年来一直膨胀的成本开始下降。其结果是,卫星发射和火箭着陆的数量激增。ARK预计,轨道航天的发展机会——包括卫星连接和超音速飞行——将为行业每年创造超过2700亿美元的价值。十二、3D打印3D打印技术节省了时间、成本,并杜绝浪费,同时创造了全新的部件架构。ARK表示,与传统的减法制造方式不同,3D打印是一种逐层制造物体的增材制造方式。3D打印缩短了设计和生产之间的时间,将权力转移给设计师,并以传统制造成本的一小部分降低了供应链的复杂性。ARK相信,3D打印将给制造业带来一场革命,其年增长率约为60%,即从去年的120亿美元增长到2025年的1200亿美元。十三、长读测序ARK表示,长读测序(Long-Read Sequencing)可以提供更完整的人类基因组蓝图。下一代DNA测序(NGS)是基因组革命背后的驱动力。虽然短读测序在历史上占主导地位,但ARK相信长读测序将以较快的速度获得市场份额。ARK相信,与短读平台相比,长读技术提供了更高的准确性、更全面的变体检测和更丰富的功能集。到2025年底,高度精确的长读和短读测序将几乎实现成本平价。ARK预计,长读测序所带来的营收将以每年82%的速度增长,从2020年的2.5亿美元增长到2025年的50亿美元左右。十四、多种癌症筛查作为一种新兴的癌症检查技术,与传统的组织活检相比,液体活检在预防更多癌症死亡方面表现的更为显著。ARK研究结果显示,创新技术的融合已经将多种癌症筛查的成本从2015年的3万美元降低了20倍至现在的1500美元,预计到2025年还将再降低80%以上,达约250美元。因此,美国的多种癌症筛查市场规模将达到1500亿美元。在美国,一项多种癌症筛查方案每年可以避免66000例癌症死亡,相当于每年能挽救140万人的性命。预防为主,治疗为辅。-本杰明·富兰克林十五、第二代细胞和基因疗法ARK认为,目前细胞和基因疗法正处于早期阶段。第二代的细胞和基因疗法将从以下三个方面转变而来:液态到固态肿瘤 同源自体到异体细胞治疗 体外到体内基因编辑 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