Ironteam
2021-05-09
没有股票是只上不跌的。除了变便宜了,基本都没变。功课照抄。
@我是股神的小腿毛:
ARK基金大跌,“女股神”不灵了?
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
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Innovation)表现承压,女股神的作业还能不能抄?<img src=\"https://static.tigerbbs.com/e1e45f0ae879666c0353a52cf40f1d81\" tg-width=\"550\" tg-height=\"362\"></p> <p><b>ARK方舟基金重挫</b></p> <p>相信关注ARK方舟基金的朋友们一定发现了,最近ARK真的太惨了,最火的<a href=\"https://laohu8.com/S/ARKG\">$ARK Genomic Revolution Multi-Sector ETF(ARKG)$</a> ,<a href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a> 和<a href=\"https://laohu8.com/S/ARKW\">$ARK Next Generation Internet ETF(ARKW)$</a> 过去5天直接跌了10%以上。近7.7亿美元在上周离开了方舟基金。根据FactSet 的数据显示,方舟投资(Ark Invest)——包括其5只核心 etf ——在过去7天内损失了约11亿美元的投资者资金。如果跟2月的高点比的话,这股票直接大跌30%,回撤幅度堪比国内的坤坤。<img src=\"https://static.tigerbbs.com/470ba7e7e72fadc935ef3a0a7fde4721\" tg-width=\"2252\" tg-height=\"1136\">根据晨星公司(Morningstar)的数据显示,规模231亿美元的<a href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a>上个月的涨幅仅不到1%,比同类基金的平均涨幅低了近3个百分点。今年迄今为止,该基金下跌了9%,在晨星543只中型成长型基金中排400多名,同期标普500指数上涨10.9%。要知道去年方舟创新基金2020年上涨了152.8%,是晨星追踪的所有积极管理型美国股票基金中表现最好的<img src=\"https://static.tigerbbs.com/de74fbb397033ce5a2e8a52691a606b0\" tg-width=\"2156\" tg-height=\"1358\"></p> <p><b>女股神为啥不灵了?</b></p> <p>玄学来讲,是因为<a href=\"https://laohu8.com/U/74125836878304\">@空军大队长</a> 买了,他的反指能力太强了...<img src=\"https://static.tigerbbs.com/15098199627a357e97e6a4b7b0888ba0\" tg-width=\"660\" tg-height=\"332\">除此之外呢?主要是板块的轮换,由于美国疫情向好,再加上疫苗的大范围推广,投资者押注美国经济全面重启和今年夏季被压抑的消费需求将释放,他们青睐的是周期性更强的股票和一些价值股,比如金融和能源等类别的股票,而去年占主导地位的成长股和科技股将更多地受美联储及其利率政策支配,对于投资者的吸引力下降。而 ARKK主要侧重的正是成长股,这个基金在去年收获了巨额涨幅,在今年则承受了巨大压力。</p> <p>再看看ARKK5月7日公布的十大持仓表现来看,就不难理解为啥跌了这么多。<img src=\"https://static.tigerbbs.com/96c194a5e11e7b33a435e6b97e45e6c0\" tg-width=\"2190\" tg-height=\"692\">ARKK最大持仓特斯拉,股价今年迄今已经下跌了5.97%,助长了该基金的跌势。此外,该基金的第二大持仓——虚拟医疗公司<a href=\"https://laohu8.com/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a> 的股价同期也下跌了近24%。近期因为财报不及预期等影响,<a href=\"https://laohu8.com/S/SQ\">$Square, Inc(SQ)$</a> 和<a href=\"https://laohu8.com/S/ROKU\">$Roku Inc(ROKU)$</a> 也接连下跌。</p> <p><img src=\"https://static.tigerbbs.com/866830030a7612fadcd5a1116acab100\" tg-width=\"670\" tg-height=\"844\"></p> <p>最后来聊聊你觉得女股神还灵不灵?女股神的作业还能不能抄?</p></body></html>","htmlText":"<html><head></head><body><p>近期随着投资者撤离科技股,以及女股神投资的科技股纷纷下跌,专注于投资“破坏性创新”的方舟创新基金(ARK Innovation)表现承压,女股神的作业还能不能抄?<img src=\"https://static.tigerbbs.com/e1e45f0ae879666c0353a52cf40f1d81\" tg-width=\"550\" tg-height=\"362\"></p> <p><b>ARK方舟基金重挫</b></p> <p>相信关注ARK方舟基金的朋友们一定发现了,最近ARK真的太惨了,最火的<a href=\"https://laohu8.com/S/ARKG\">$ARK Genomic Revolution Multi-Sector ETF(ARKG)$</a> ,<a href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a> 和<a href=\"https://laohu8.com/S/ARKW\">$ARK Next Generation Internet ETF(ARKW)$</a> 过去5天直接跌了10%以上。近7.7亿美元在上周离开了方舟基金。根据FactSet 的数据显示,方舟投资(Ark Invest)——包括其5只核心 etf ——在过去7天内损失了约11亿美元的投资者资金。如果跟2月的高点比的话,这股票直接大跌30%,回撤幅度堪比国内的坤坤。<img src=\"https://static.tigerbbs.com/470ba7e7e72fadc935ef3a0a7fde4721\" tg-width=\"2252\" tg-height=\"1136\">根据晨星公司(Morningstar)的数据显示,规模231亿美元的<a href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a>上个月的涨幅仅不到1%,比同类基金的平均涨幅低了近3个百分点。今年迄今为止,该基金下跌了9%,在晨星543只中型成长型基金中排400多名,同期标普500指数上涨10.9%。要知道去年方舟创新基金2020年上涨了152.8%,是晨星追踪的所有积极管理型美国股票基金中表现最好的<img src=\"https://static.tigerbbs.com/de74fbb397033ce5a2e8a52691a606b0\" tg-width=\"2156\" tg-height=\"1358\"></p> <p><b>女股神为啥不灵了?</b></p> <p>玄学来讲,是因为<a href=\"https://laohu8.com/U/74125836878304\">@空军大队长</a> 买了,他的反指能力太强了...<img src=\"https://static.tigerbbs.com/15098199627a357e97e6a4b7b0888ba0\" tg-width=\"660\" tg-height=\"332\">除此之外呢?主要是板块的轮换,由于美国疫情向好,再加上疫苗的大范围推广,投资者押注美国经济全面重启和今年夏季被压抑的消费需求将释放,他们青睐的是周期性更强的股票和一些价值股,比如金融和能源等类别的股票,而去年占主导地位的成长股和科技股将更多地受美联储及其利率政策支配,对于投资者的吸引力下降。而 ARKK主要侧重的正是成长股,这个基金在去年收获了巨额涨幅,在今年则承受了巨大压力。</p> <p>再看看ARKK5月7日公布的十大持仓表现来看,就不难理解为啥跌了这么多。<img src=\"https://static.tigerbbs.com/96c194a5e11e7b33a435e6b97e45e6c0\" tg-width=\"2190\" tg-height=\"692\">ARKK最大持仓特斯拉,股价今年迄今已经下跌了5.97%,助长了该基金的跌势。此外,该基金的第二大持仓——虚拟医疗公司<a href=\"https://laohu8.com/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a> 的股价同期也下跌了近24%。近期因为财报不及预期等影响,<a href=\"https://laohu8.com/S/SQ\">$Square, Inc(SQ)$</a> 和<a href=\"https://laohu8.com/S/ROKU\">$Roku Inc(ROKU)$</a> 也接连下跌。</p> <p><img src=\"https://static.tigerbbs.com/866830030a7612fadcd5a1116acab100\" tg-width=\"670\" tg-height=\"844\"></p> <p>最后来聊聊你觉得女股神还灵不灵?女股神的作业还能不能抄?</p></body></html>","text":"近期随着投资者撤离科技股,以及女股神投资的科技股纷纷下跌,专注于投资“破坏性创新”的方舟创新基金(ARK Innovation)表现承压,女股神的作业还能不能抄? ARK方舟基金重挫 相信关注ARK方舟基金的朋友们一定发现了,最近ARK真的太惨了,最火的$ARK Genomic Revolution Multi-Sector ETF(ARKG)$ ,$ARK Innovation ETF(ARKK)$ 和$ARK Next Generation Internet ETF(ARKW)$ 过去5天直接跌了10%以上。近7.7亿美元在上周离开了方舟基金。根据FactSet 的数据显示,方舟投资(Ark Invest)——包括其5只核心 etf ——在过去7天内损失了约11亿美元的投资者资金。如果跟2月的高点比的话,这股票直接大跌30%,回撤幅度堪比国内的坤坤。根据晨星公司(Morningstar)的数据显示,规模231亿美元的$ARK Innovation ETF(ARKK)$上个月的涨幅仅不到1%,比同类基金的平均涨幅低了近3个百分点。今年迄今为止,该基金下跌了9%,在晨星543只中型成长型基金中排400多名,同期标普500指数上涨10.9%。要知道去年方舟创新基金2020年上涨了152.8%,是晨星追踪的所有积极管理型美国股票基金中表现最好的 女股神为啥不灵了? 玄学来讲,是因为@空军大队长 买了,他的反指能力太强了...除此之外呢?主要是板块的轮换,由于美国疫情向好,再加上疫苗的大范围推广,投资者押注美国经济全面重启和今年夏季被压抑的消费需求将释放,他们青睐的是周期性更强的股票和一些价值股,比如金融和能源等类别的股票,而去年占主导地位的成长股和科技股将更多地受美联储及其利率政策支配,对于投资者的吸引力下降。而 ARKK主要侧重的正是成长股,这个基金在去年收获了巨额涨幅,在今年则承受了巨大压力。 再看看ARKK5月7日公布的十大持仓表现来看,就不难理解为啥跌了这么多。ARKK最大持仓特斯拉,股价今年迄今已经下跌了5.97%,助长了该基金的跌势。此外,该基金的第二大持仓——虚拟医疗公司$Teladoc Health Inc.(TDOC)$ 的股价同期也下跌了近24%。近期因为财报不及预期等影响,$Square, Inc(SQ)$ 和$Roku Inc(ROKU)$ 也接连下跌。 最后来聊聊你觉得女股神还灵不灵?女股神的作业还能不能抄?","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/104696819","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["ROKU","ARKG","ARKW","TDOC","SQ","ARKK"],"verified":2,"subType":2,"readableState":1,"subTypeObject":{"tweetId":104696819,"totalAmount":666,"balance":0,"end":true,"deadline":1620813656827,"description":"522虎币已分给17位参与者,剩余144虎币已退还至发起者","remainingNumber":83},"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":1626,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":110,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":54,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/107221196"}
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