宣抚使
07-20
这篇文章不错,转发给大家看看
全球宕机引发暴跌之际,“木头姐”大手笔“抄底”CrowdStrike!
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。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":329451058290896,"tweetId":"329451058290896","gmtCreate":1721463351484,"gmtModify":1721463353024,"author":{"id":3573195001214954,"authorId":3573195001214954,"authorIdStr":"3573195001214954","name":"宣抚使","avatar":"https://static.tigerbbs.com/667f0b559768dc5e97dd6669771bb3ef","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":10,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body>这篇文章不错,转发给大家看看</body></html>","htmlText":"<html><head></head><body>这篇文章不错,转发给大家看看</body></html>","text":"这篇文章不错,转发给大家看看","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/329451058290896","repostId":2452825330,"repostType":2,"repost":{"id":"2452825330","pubTimestamp":1721451501,"share":"https://www.laohu8.com/m/news/2452825330?lang=&edition=full","pubTime":"2024-07-20 12:58","market":"us","language":"zh","title":"全球宕机引发暴跌之际,“木头姐”大手笔“抄底”CrowdStrike!","url":"https://stock-news.laohu8.com/highlight/detail?id=2452825330","media":"华尔街见闻","summary":"周五,方舟投资通过旗下ARKW和ARKF ETF逆势买入了价值约1324万美元的CrowdStrike股票。","content":"<html><body><p>周五,全球性IT系统瘫痪引发了市场动荡,其“始作俑者”网络安全公司CrowdStrike暴跌超11%,而著名投资人木头姐Cathie Wood管理的ARK ETF却逆市抄底了CrowdStrike。</p>\n<p>当地时间7月19日,木头姐旗下方舟投资通过其ARKW和ARKF ETF逆势买入了价值约1324万美元的38595股CrowdStrike股票。</p>\n<p>除了增持CrowdStrike外,ARK还增持了软件开发平台GitLab Inc的股份,通过ARKW ETF买入了38519股股票,价值略高于200万美元。</p>\n<p>在卖出方面,ARK减持了几家公司的股份,包括继续卖出Coinbase股票,并且继周四卖出后,进一步抛售了价值近439万美元的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股票。</p>\n<p>值得注意的是,<strong>本次全球性IT技术故障也导致特斯拉暂停了某些生产线</strong>,公司员工尚未被告知何时才能复工复产。</p>\n<p>但马斯克的态度则与木头姐截然不同,他表示,</p>\n<blockquote>\n<p>已经从所有系统中删除了CrowdStrike,Crowdstrike根本没有推出新版本。并警告称此次IT中断引发“汽车供应链陷入瘫痪”。</p>\n</blockquote>\n<p><img src=\"https://wpimg-wscn.awtmt.com/6fffee26-1aec-4fc4-a6d5-7a18dd6a37aa.png?imageView2/2/w/1479\" title=\"\"/><img src=\"https://wpimg-wscn.awtmt.com/5a19dd00-49bf-42e8-9067-141dd21eb3ca.png?imageView2/2/w/1479\" title=\"\"/></p>\n<p><strong>分析师的态度也各异,</strong>Wedbush Securities分析师Dan Ives表示:</p>\n<blockquote>\n<p>“这对CrowdStrike来说显然是一个重大的打击,该股将面临压力。...这一事件源于技术更新,而不是黑客或网络安全威胁,这将更令人担忧。”</p>\n</blockquote>\n<p>也有分析师认为,虽然周五的事件对CrowdStrike造成了损害,但他们预计竞争对手不会因此事件而夺走太多市场份额。<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>的分析师表示:</p>\n<blockquote>\n<p>“客户最初会感到不安,但该公司已经接管了这一问题...故障发生了,而且规模很大,但我们认为CrowdStrike的尽职尽责和高效反应将有所帮助。”</p>\n</blockquote>\n<p>前网络安全投资者、现经营安全初创公司Gusto的Ben Bernstein表示,他计划暂时继续使用CrowdStrike。</p>\n<p>另外,ARK也对一些公司的持股进行了小规模调整,包括抛售了<a href=\"https://laohu8.com/S/PATH\">UiPath</a> Inc和买入Oklo Inc,后者是ARK过去一周的持续买入,体现了该公司投资策略的潜在趋势。</p><div>风险提示及免责条款</div>\n<div>\n 市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资,责任自负。\n </div>\n</body></html>","source":"wallstreetcn_hot_news","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>全球宕机引发暴跌之际,“木头姐”大手笔“抄底”CrowdStrike!</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全球宕机引发暴跌之际,“木头姐”大手笔“抄底”CrowdStrike!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-20 12:58 北京时间 <a href=https://wallstreetcn.com/articles/3720284><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周五,全球性IT系统瘫痪引发了市场动荡,其“始作俑者”网络安全公司CrowdStrike暴跌超11%,而著名投资人木头姐Cathie Wood管理的ARK ETF却逆市抄底了CrowdStrike。\n当地时间7月19日,木头姐旗下方舟投资通过其ARKW和ARKF ETF逆势买入了价值约1324万美元的38595股CrowdStrike股票。\n除了增持CrowdStrike外,ARK还增持了软件开发...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3720284\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://wpimg-wscn.awtmt.com/fc7babaf-7331-4dd6-a877-0a69ea5558d1.jpeg","relate_stocks":{"BK4548":"巴美列捷福持仓","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","ARKK":"ARK Innovation ETF","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","FDN":"First Trust Dow Jones Internet I","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2063271972.USD":"富兰克林创新领域基金","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","SG9999015978.USD":"利安颠覆性创新基金A","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4551":"寇图资本持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4099":"汽车制造商","BK4511":"特斯拉概念"},"source_url":"https://wallstreetcn.com/articles/3720284","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2452825330","content_text":"周五,全球性IT系统瘫痪引发了市场动荡,其“始作俑者”网络安全公司CrowdStrike暴跌超11%,而著名投资人木头姐Cathie Wood管理的ARK ETF却逆市抄底了CrowdStrike。\n当地时间7月19日,木头姐旗下方舟投资通过其ARKW和ARKF ETF逆势买入了价值约1324万美元的38595股CrowdStrike股票。\n除了增持CrowdStrike外,ARK还增持了软件开发平台GitLab Inc的股份,通过ARKW ETF买入了38519股股票,价值略高于200万美元。\n在卖出方面,ARK减持了几家公司的股份,包括继续卖出Coinbase股票,并且继周四卖出后,进一步抛售了价值近439万美元的特斯拉股票。\n值得注意的是,本次全球性IT技术故障也导致特斯拉暂停了某些生产线,公司员工尚未被告知何时才能复工复产。\n但马斯克的态度则与木头姐截然不同,他表示,\n\n已经从所有系统中删除了CrowdStrike,Crowdstrike根本没有推出新版本。并警告称此次IT中断引发“汽车供应链陷入瘫痪”。\n\n\n分析师的态度也各异,Wedbush Securities分析师Dan Ives表示:\n\n“这对CrowdStrike来说显然是一个重大的打击,该股将面临压力。...这一事件源于技术更新,而不是黑客或网络安全威胁,这将更令人担忧。”\n\n也有分析师认为,虽然周五的事件对CrowdStrike造成了损害,但他们预计竞争对手不会因此事件而夺走太多市场份额。摩根大通的分析师表示:\n\n“客户最初会感到不安,但该公司已经接管了这一问题...故障发生了,而且规模很大,但我们认为CrowdStrike的尽职尽责和高效反应将有所帮助。”\n\n前网络安全投资者、现经营安全初创公司Gusto的Ben Bernstein表示,他计划暂时继续使用CrowdStrike。\n另外,ARK也对一些公司的持股进行了小规模调整,包括抛售了UiPath Inc和买入Oklo Inc,后者是ARK过去一周的持续买入,体现了该公司投资策略的潜在趋势。风险提示及免责条款\n\n 市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资,责任自负。","news_type":1},"isVote":1,"tweetType":1,"viewCount":146,"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":27,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/329451058290896"}
精彩评论