茂林修竹1
2021-01-18
👍👍👍
@美股研究社：
ARK女神持仓每日跟踪｜2021年01月16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16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/ccaacd569ec6077237fb96890c55f8a1\"></p><p><strong>Bought:</strong>$RHHBY / $TDOC / $EXAS / $NVS / $SRPT / $TAK / $DOCU / $SHOP / $SNPS / $TXG / $SPOT / $REGN / $PYPL / $CAT / $DE / $NXPLI / $TDY / $ESLT / $KMTUY / $EXPC</p><p><strong>Sold:</strong>$CRSP / $MCRB / $ONVO / $CRSP / $NSTG / $CGEN</p><p><strong>社长点评：</strong></p><p>1， 抄底了SHOP，DOCU，SPOT，PYPL，ARK或许觉得科技股近几日的抛售是不合理的；</p><p>2， 连续加仓LMT和TDY两大军工企业，这是一个值得注意的信号，近期可能会有机会；</p><p>3，TDOC和REGN仍然是ARK最爱的持仓，每日都能看到加仓。</p><p>文章来源：美股研究社，转载请注明版权。</p></body></html>","htmlText":"<html><head></head><body><p><strong>ARK基金介绍</strong></p><p>凯瑟琳-伍德（Catherine Wood）女士，已经在金融和投资领域工作超过30年了。她于2013年创办方舟投资管理公司（ARK Investment Management）。作为创始人、首席执行官、首席投资官，她的投资绩效非常突出，重仓特斯拉一战是让她名声大振，也被很多人称为女巴菲特。</p><p>由于ARK基金管理的ETF的业绩非常出色，ARK会公布每日持仓动作。1月16日，美股研究社整理该基金持仓动作如下：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ccaacd569ec6077237fb96890c55f8a1\"></p><p><strong>Bought:</strong>$RHHBY / $TDOC / $EXAS / $NVS / $SRPT / $TAK / $DOCU / $SHOP / $SNPS / $TXG / $SPOT / $REGN / $PYPL / $CAT / $DE / $NXPLI / $TDY / $ESLT / $KMTUY / $EXPC</p><p><strong>Sold:</strong>$CRSP / $MCRB / $ONVO / $CRSP / $NSTG / $CGEN</p><p><strong>社长点评：</strong></p><p>1， 抄底了SHOP，DOCU，SPOT，PYPL，ARK或许觉得科技股近几日的抛售是不合理的；</p><p>2， 连续加仓LMT和TDY两大军工企业，这是一个值得注意的信号，近期可能会有机会；</p><p>3，TDOC和REGN仍然是ARK最爱的持仓，每日都能看到加仓。</p><p>文章来源：美股研究社，转载请注明版权。</p></body></html>","text":"ARK基金介绍 凯瑟琳-伍德（Catherine Wood）女士，已经在金融和投资领域工作超过30年了。她于2013年创办方舟投资管理公司（ARK Investment Management）。作为创始人、首席执行官、首席投资官，她的投资绩效非常突出，重仓特斯拉一战是让她名声大振，也被很多人称为女巴菲特。 由于ARK基金管理的ETF的业绩非常出色，ARK会公布每日持仓动作。1月16日，美股研究社整理该基金持仓动作如下： Bought:$RHHBY / $TDOC / $EXAS / $NVS / $SRPT / $TAK / $DOCU / $SHOP / $SNPS / $TXG / $SPOT / $REGN / $PYPL / $CAT / $DE / $NXPLI / $TDY / $ESLT / $KMTUY / $EXPC Sold:$CRSP / $MCRB / $ONVO / $CRSP / $NSTG / $CGEN 社长点评： 1， 抄底了SHOP，DOCU，SPOT，PYPL，ARK或许觉得科技股近几日的抛售是不合理的； 2， 连续加仓LMT和TDY两大军工企业，这是一个值得注意的信号，近期可能会有机会； 3，TDOC和REGN仍然是ARK最爱的持仓，每日都能看到加仓。 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