逆市加仓！木头姐狂买50亿特斯拉，大佬掷70亿买奈飞

中国基金报2022-01-29

加息预期引起全球股市大跌，投资大佬却已经看到机会！奈飞作为美国传统五大科技股之一，是全球最流行的长视频平台之一。今年以来，受到股市下挫和业绩预期影响，股价一度下跌40%。美国对冲基金大鳄、潘兴广场资本管理公司CEO艾克曼近日披露，他的公司已购买了奈飞超过310万股股票，成为奈飞的前20大股东之一。作为激进投资主义者，艾克曼一向习惯进入股票董事会从而提出决策改进公司治理，他对这次“抄底”也是毫不避讳...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

小硕虎
2022-01-30
小硕虎
这篇文章不错，转发给大家看
老狼啊
2022-01-30
老狼啊
我看特斯拉是要腰斩的节奏
- 老狼啊:
  没美股账户呢空悲切，有加餐消息可能会先来一波装模作样的反弹，下个月就是一根带上影的阴线，纯技术瞎猜：）
- 路边的野百合:
  敢做空特斯拉么
军神事家
2022-01-30
军神事家
买科技。讲究拿得起放得下。现在亏是因为神秘感超强。随机性变化满档。随便一项专利轰动全世界。估计连隐身的宇宙人看了直呼内行
川大智胜
2022-01-30
川大智胜
要么继续涨，醉生梦死，最后还是死；要么继续跌，跌出恐慌，现在立即死。等死，死国可乎？这是美国版的为国护盘，死给你看。
金融难民
2022-01-29
金融难民
这TM才叫回购好吧

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1190708784?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/c318bcd91a109139b7d70c76c30bb154","is_english":false,"pubTime":"2022-01-29 08:22","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1190708784","market":"us","top_or_hot":-1,"title":"逆市加仓！木头姐狂买50亿特斯拉，大佬掷70亿买奈飞","media":"中国基金报","content":"<div>\n<p>加息预期引起全球股市大跌，投资大佬却已经看到机会！奈飞作为美国传统五大科技股之一，是全球最流行的长视频平台之一。今年以来，受到股市下挫和业绩预期影响，股价一度下跌40%。美国对冲基金大鳄、潘兴广场资本管理公司CEO艾克曼近日披露，他的公司已购买了奈飞超过310万股股票，成为奈飞的前20大股东之一。作为激进投资主义者，艾克曼一向习惯进入股票董事会从而提出决策改进公司治理，他对这次“抄底”也是毫不避讳...</p>\n\n<a href=\"\">网页链接</a>\n\n</div>\n","source":null,"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>逆市加仓！木头姐狂买50亿特斯拉，大佬掷70亿买奈飞</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\">\n逆市加仓！木头姐狂买50亿特斯拉，大佬掷70亿买奈飞\n</h2>\n\n<h4 class=\"meta\">\n\n2022-01-29 08:22 北京时间&nbsp;&nbsp;&nbsp;<strong>中国基金报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>加息预期引起全球股市大跌，投资大佬却已经看到机会！奈飞作为美国传统五大科技股之一，是全球最流行的长视频平台之一。今年以来，受到股市下挫和业绩预期影响，股价一度下跌40%。美国对冲基金大鳄、潘兴广场资本管理公司CEO艾克曼近日披露，他的公司已购买了奈飞超过310万股股票，成为奈飞的前20大股东之一。作为激进投资主义者，艾克曼一向习惯进入股票董事会从而提出决策改进公司治理，他对这次“抄底”也是毫不避讳...</p>\n\n<a href=\"\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NFLX","symbol_name":"奈飞","start_time":0,"source_url":"","article_id":"1190708784","we_media_id":"6","thumbnails":["https://static.tigerbbs.com/c318bcd91a109139b7d70c76c30bb154"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1190708784","pubTimestamp":1643415729,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"中国基金报","introduction":"关注中国基金报，即时获取深度理财资讯","home_visible":1,"id":"6","head_image":"https://static.tigerbbs.com/13b66b3e97274759989352a7b9f80611"},"summary":"加息预期引起全球股市大跌，投资大佬却已经看到机会！奈飞作为美国传统五大科技股之一，是全球最流行的长视频平台之一。今年以来，受到股市下挫和业绩预期影响，股价一度下跌40%。美国对冲基金大鳄、潘兴广场资本","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"NFLX":"奈飞","TSLA":"特斯拉"},"translate_title":"Add positions against the market! Wood sister buys 5 billion Tesla, and big brother throws 7 billion to buy Netflix","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/5344f13dca10d8c042cea93b0b4ae9b3","symbols_score_info":{"NFLX":0.9,"TSLA":0.9},"content_text":"加息预期引起全球股市大跌，投资大佬却已经看到机会！奈飞作为美国传统五大科技股之一，是全球最流行的长视频平台之一。今年以来，受到股市下挫和业绩预期影响，股价一度下跌40%。美国对冲基金大鳄、潘兴广场资本管理公司CEO艾克曼近日披露，他的公司已购买了奈飞超过310万股股票，成为奈飞的前20大股东之一。作为激进投资主义者，艾克曼一向习惯进入股票董事会从而提出决策改进公司治理，他对这次“抄底”也是毫不避讳，甚至在社交平台上公开了其买入原因：艾克曼高调表态自己买入行为，对奈飞的团队进行一番夸赞，并感谢了市场赐予的机会。在公开信中指出，艾克曼罗列了6大买入奈飞的原因：1，看好其基于用户订阅所带来的收入增长；2，管理团队带领公司从最早的DVD租赁平台转变为现在的流媒体顶流，有着高效务实的企业文化；3，平台内容具有规模和质量优势；4，与同业相比有更强的定价权；5，规模优势能带来利润率的改善；6，具有足够的现金流。他表示 ，自己看好流媒体产业，决定“all in\"，在买入前就持有了环球音乐，奈飞也是其看好标的，早就蠢蠢欲动。从1月20日开始，艾克曼接连几个交易日都开始买入，累计买入310万股，以20日到消息公布前奈飞均价390美元计算，已经砸入约12亿美元（约合76亿元人民币）。他对长期投资和股票内在价值的看法其实可以延伸到A股市场。艾克曼表示 ：“虽然我们不知道明天、下个月甚至未来一两年的股市会怎样，但我们投资的公司将继续以较高的速度实现其内在价值。我们许多最好的投资都是在其他投资者以短期眼光抛弃伟大公司时出现的，这些公司的价格在长期看来非常有吸引力。”木头姐再掷50亿加仓特斯拉最大另类资管看到超跌机会科技女皇“木头姐”则把近期科技股大跌视为”对创新的抛弃“，敦促投资者不要只关注最近的市场波动。而她也的确开始买入：以近日大跌特斯拉为例，从1月11日到25日，旗下基金累计买入78万股，以此间平均价999美元计算，耗资约8亿美元（约合50亿元人民币）。木头姐伍德在近期一次对外活动上表示 ，正将市场波动性为其所用，聚集在一些高确定性品种上，并认为度过市场修正期后，这些公司会表现良好。她同样指出了应当不只看到眼前的波动，而应利用好估值下降的机会，并指出其基金是以5年为投资目标，投资眼光应长远。木头姐管理的旗舰基金方舟创新大胆押注于高成长的科技公司，尤其是 DNA 技术、自动化、机器人、能源储存、人工智能和金融科技等领域。不过，今年以来，不少重仓股都遭受了重创，近期加仓的特斯拉开年最大跌幅达到30%。有人在看好标的走低后迅速入手，也有大型机构准备计划把大量资金投入超跌科技股。作为全球最大的另类资产管理公司，黑石集团（ Blackstone）刚刚公布四季报，当季新增超过1500亿美元可用资金。黑石集团正在从下跌的全球股市中寻找机会，看好正在极速下跌中的板块，包括电子商务、云计算和网络安全。黑石总裁格雷对外界表示 ，尽管市场低迷，纳指从去年高点下跌40%，但走低的市场已经开始创造机会。格雷就认为，对其公司和市场而言，估值调整是健康的。他指出，科技领域的许多行业趋势还在持续，如电子商务 、在线教育、广告、网络安全等领域在持续向云计算转移。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":639772680,"gmtCreate":1643511548611,"gmtModify":1643511548611,"author":{"id":"3566782949876757","authorId":"3566782949876757","name":"小硕虎","avatar":"https://static.tigerbbs.com/2183de427ce6a875b3de1aea6b5a8330","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3566782949876757","authorIdStr":"3566782949876757"},"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639772680","repostId":1190708784,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":639749372,"gmtCreate":1643505660034,"gmtModify":1643508726503,"author":{"id":"3541469699864104","authorId":"3541469699864104","name":"老狼啊","avatar":"https://static.tigerbbs.com/9107ad1936c0d9d1db92486109ecb6f3","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3541469699864104","authorIdStr":"3541469699864104"},"htmlText":"我看特斯拉是要腰斩的节奏","listText":"我看特斯拉是要腰斩的节奏","text":"我看特斯拉是要腰斩的节奏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/639749372","repostId":1190708784,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7220766,"gmtCreate":1643533653649,"gmtModify":1643534626904,"authorId":3541469699864104,"author":{"id":3541469699864104,"idStr":"3541469699864104","authorId":3541469699864104,"name":"老狼啊","avatar":"https://static.tigerbbs.com/9107ad1936c0d9d1db92486109ecb6f3","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":639749372,"type":1,"supId":7220730,"prevId":0,"content":"没美股账户呢空悲切，有加餐消息可能会先来一波装模作样的反弹，下个月就是一根带上影的阴线，纯技术瞎猜：）","text":"没美股账户呢空悲切，有加餐消息可能会先来一波装模作样的反弹，下个月就是一根带上影的阴线，纯技术瞎猜：）","html":"没美股账户呢空悲切，有加餐消息可能会先来一波装模作样的反弹，下个月就是一根带上影的阴线，纯技术瞎猜：）"},{"id":7220730,"gmtCreate":1643529936051,"gmtModify":1643530712629,"authorId":3578085162052246,"author":{"id":3578085162052246,"idStr":"3578085162052246","authorId":3578085162052246,"name":"路边的野百合","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":639749372,"type":1,"supId":0,"prevId":0,"content":"敢做空特斯拉么","text":"敢做空特斯拉么","html":"敢做空特斯拉么"}],"langContent":"CN"},{"id":639740536,"gmtCreate":1643504726132,"gmtModify":1643508694994,"author":{"id":"4106605494760520","authorId":"4106605494760520","name":"军神事家","avatar":"https://static.tigerbbs.com/695a677199c80b0164e6f44b7e36c185","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4106605494760520","authorIdStr":"4106605494760520"},"htmlText":"买科技。讲究拿得起放得下。现在亏是因为神秘感超强。随机性变化满档。随便一项专利轰动全世界。估计连隐身的宇宙人看了直呼内行","listText":"买科技。讲究拿得起放得下。现在亏是因为神秘感超强。随机性变化满档。随便一项专利轰动全世界。估计连隐身的宇宙人看了直呼内行","text":"买科技。讲究拿得起放得下。现在亏是因为神秘感超强。随机性变化满档。随便一项专利轰动全世界。估计连隐身的宇宙人看了直呼内行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639740536","repostId":1190708784,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":639740895,"gmtCreate":1643504640956,"gmtModify":1643504640956,"author":{"id":"3562672234399883","authorId":"3562672234399883","name":"川大智胜","avatar":"https://static.tigerbbs.com/989d8c7544430b8dc7ff7853062d1f61","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3562672234399883","authorIdStr":"3562672234399883"},"htmlText":"要么继续涨，醉生梦死，最后还是死；要么继续跌，跌出恐慌，现在立即死。等死，死国可乎？这是美国版的为国护盘，死给你看。","listText":"要么继续涨，醉生梦死，最后还是死；要么继续跌，跌出恐慌，现在立即死。等死，死国可乎？这是美国版的为国护盘，死给你看。","text":"要么继续涨，醉生梦死，最后还是死；要么继续跌，跌出恐慌，现在立即死。等死，死国可乎？这是美国版的为国护盘，死给你看。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639740895","repostId":1190708784,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":639470027,"gmtCreate":1643416287788,"gmtModify":1643420672808,"author":{"id":"3577141242132863","authorId":"3577141242132863","name":"金融难民","avatar":"https://static.tigerbbs.com/0dc1314eab6cf40dfe1cb68bb1cd0d06","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3577141242132863","authorIdStr":"3577141242132863"},"htmlText":"这TM才叫回购好吧","listText":"这TM才叫回购好吧","text":"这TM才叫回购好吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639470027","repostId":1190708784,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":43,"commentSize":5,"repostSize":0,"favoriteSize":15,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1190708784"}