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@美股研究社：ARK女神持仓每日跟踪｜2021年01月30日

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Wood）女士，已经在金融和投资领域工作超过30年了。她于2013年创办方舟投资管理公司（ARK Investment Management）。作为创始人、首席执行官、首席投资官，她的投资绩效非常突出，重仓特斯拉一战是让她名声大振，也被很多人称为女巴菲特。</p><p>由于ARK基金管理的ETF的业绩非常出色，ARK会公布每日持仓动作。1月30日，美股研究社整理该基金持仓动作如下：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0f5d262b8223af4bf19a6e7a1e9049d7\"></p><p>Bought:$CDXS / $IONS / $TXG / $PCAR / $TSLA / $NVS / $FATE / $BEAM / $BEKE / $EXPC / $TSLA</p><p>Sold:$PACB / $SQ / $PYPL / $TSM / $SPLK / $REGN / $SQ / $PINS / $REGN / $Z / $PINS / $SPLK / $PYPL / $ROKU / $TSM / $MTLS / $API / $ROKU / $FB</p><p><strong>社长点评：</strong></p><p>1、ARK再次加仓TSLA，木头姐有点慌不择路，机构也不是神，短期我们仍然保持观望状态，耐心等待回踩740的支撑。</p><p>2、逆势加仓BEKE，但中国房地产调控政策频出，这对BEKE是不小的利空，ARK对中国市场的了解还是有所欠缺。</p><p>3、SQ、PYPL、TSM、PINS、Z、ROKU和FB纷纷减持，这减少的仓位主要转移到了TSLA，这或许并不是一个好的选择。</p><p>文章来源：美股研究社。</p></body></html>","htmlText":"<html><head></head><body><p><strong>ARK基金介绍</strong></p><p>凯瑟琳-伍德（Catherine Wood）女士，已经在金融和投资领域工作超过30年了。她于2013年创办方舟投资管理公司（ARK Investment Management）。作为创始人、首席执行官、首席投资官，她的投资绩效非常突出，重仓特斯拉一战是让她名声大振，也被很多人称为女巴菲特。</p><p>由于ARK基金管理的ETF的业绩非常出色，ARK会公布每日持仓动作。1月30日，美股研究社整理该基金持仓动作如下：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0f5d262b8223af4bf19a6e7a1e9049d7\"></p><p>Bought:$CDXS / $IONS / $TXG / $PCAR / $TSLA / $NVS / $FATE / $BEAM / $BEKE / $EXPC / $TSLA</p><p>Sold:$PACB / $SQ / $PYPL / $TSM / $SPLK / $REGN / $SQ / $PINS / $REGN / $Z / $PINS / $SPLK / $PYPL / $ROKU / $TSM / $MTLS / $API / $ROKU / $FB</p><p><strong>社长点评：</strong></p><p>1、ARK再次加仓TSLA，木头姐有点慌不择路，机构也不是神，短期我们仍然保持观望状态，耐心等待回踩740的支撑。</p><p>2、逆势加仓BEKE，但中国房地产调控政策频出，这对BEKE是不小的利空，ARK对中国市场的了解还是有所欠缺。</p><p>3、SQ、PYPL、TSM、PINS、Z、ROKU和FB纷纷减持，这减少的仓位主要转移到了TSLA，这或许并不是一个好的选择。</p><p>文章来源：美股研究社。</p></body></html>","text":"ARK基金介绍 凯瑟琳-伍德（Catherine Wood）女士，已经在金融和投资领域工作超过30年了。她于2013年创办方舟投资管理公司（ARK Investment Management）。作为创始人、首席执行官、首席投资官，她的投资绩效非常突出，重仓特斯拉一战是让她名声大振，也被很多人称为女巴菲特。 由于ARK基金管理的ETF的业绩非常出色，ARK会公布每日持仓动作。1月30日，美股研究社整理该基金持仓动作如下： Bought:$CDXS / $IONS / $TXG / 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