蓝孔雀
2021-02-28
又买pltr,真的这么好吗
@美股判官:
科技股不香了吗?
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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昨夜雨疏风骤,大盘惊魂一周 试问投资客,却道科技依旧 知否,知否 ARK减持科技股 致敬2020美股熔断,本周美股纳指自高位14175.12开始回落,至周五13192.35收盘,站稳13000支撑。创去年10月以来最大周跌幅,很多伙伴资金回撤幅度也不小,我在2月12日以来,知识星球不断提醒控制仓位,可能挺多伙伴仓位大,资金回撤幅度大。但我也提醒,美股长牛,如果出现浮亏,价值股可以长线持有,毕竟ARK部分持仓也浮亏中,只是在接下来的操作中,建议牢记仓位管理。 2月26日ARK的仓位变化可谓是比较敏感,集中减持科技股,包括$苹果(AAPL)$、$亚马逊(AMZN)$、谷歌、FB、阿里、CRM、ROKU,SNAP,PINS等一众明星科技股均在减仓列,继续大幅增持$Palantir Technologies Inc.(PLTR)$等热门股,包括京东、推特、open、百度、tdoc、shop、vuzi、sklz、sq、paypal、mass、sgfy。大家看出什么了吗? 一眼望去,全是我的最爱。 数据来源:美股判官根据ARK数据整理。","highlighted":2,"essential":1,"paper":2,"link":"https://laohu8.com/post/366386369","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["PLTR","AMZN","AAPL"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":738,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":1177,"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,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":21,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/366564243"}
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