piamo
2023-05-26
都没我持久🐶，持仓一年直接 100%盈利
最大“冤大头”木头姐！旗舰基金“提前下车”1月清仓英伟达，错失5600亿美元大反弹
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Hdjdjhsj
2023-05-26
Hdjdjhsj
牛，我是错过最低点了，315买的，380卖的
爱炒股爱生活
2023-05-26
爱炒股爱生活
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什么也没有了～
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100%盈利","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/655969636","repostId":2338763147,"repostType":2,"repost":{"id":"2338763147","kind":"news","pubTimestamp":1685066134,"share":"https://www.laohu8.com/m/news/2338763147?lang=&edition=full","pubTime":"2023-05-26 09:55","market":"hk","language":"zh","title":"最大“冤大头”木头姐！旗舰基金“提前下车”1月清仓英伟达，错失5600亿美元大反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=2338763147","media":"智通财经","summary":"伍德的旗舰交易所交易基金在1月初清仓所持英伟达股份。ARK投资管理公司创始人、“木头姐”凯茜•伍德的旗舰交易所交易基金在1月初清仓所持英伟达股份。然后，人工智能热潮来了，推高了该股及其他大型科技股的股","content":"<html><head></head><body><blockquote>伍德的旗舰交易所交易基金在1月初清仓所持英伟达股份。</blockquote><p>ARK投资管理公司创始人、“木头姐”凯茜•伍德的旗舰交易所交易基金在1月初清仓所持<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>股份。然后，人工智能热潮来了，推高了该股及其他大型科技股的股价。自伍德抛售英伟达股票以来，这家芯片制造商的市值增加了约5600亿美元，其中2000亿美元是在该公司公布超预期业绩后一夜之间飙升的。</p><p>尽管伍德旗下几只规模较小的基金都持有英伟达股票，但旗舰产品<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>的投资者大多没有从英伟达年内暴涨159.90%中受益。</p><p>今年2月，英伟达的股价为234美元，预期市盈率约50倍，伍德当时表示估值“非常高”。</p><p>伍德在2月27日接受采访时表示，“我们看好英伟达，我们认为它将是一只好股票。英伟达被定价了——它是一家人工智能公司。”“我们的旗舰基金一直在巩固我们最看好的股票，这在一定程度上与估值有关。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25c9b3d9b94bed1f8d12d491f307c0a5\" title=\"\" tg-width=\"953\" tg-height=\"533\"/></p><p>伍德长期以来一直看好英伟达，但她对该股的信心有时会动摇。</p><p>当ARKK于2014年成立时，英伟达是该基金的主要持股之一。数据显示，自ARKK成立以来，在该基金112%的总回报率中，英伟达贡献了13%，仅次于<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、Grayscale Bitcoin Trust(GBTC.US)和Invitae(NVTA.US)。</p><p>数据显示，去年10月，当英伟达开始从2020年8月以来的最低水平反弹时，ARKK持有超过75万股英伟达股票。伍德在去年11月底将该头寸减持至略低于3.9万股，到1月中旬将其降至零。</p><p>尽管ARK专注于颠覆性创新领域，但其旗舰基金几乎没有持有今年飙升的人工智能相关股票。周四，ARKK基金下跌3%，而英伟达飙升25%，纳斯达克100指数上涨2.4%。</p><p>“这是集中型主动基金经理的一个风险——他们错过了一个主题，或在这个主题中错过了正确的股票，”Strategas ETF策略师Todd Sohn表示。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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href=http://www.zhitongcaijing.com/content/detail/936145.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>伍德的旗舰交易所交易基金在1月初清仓所持英伟达股份。ARK投资管理公司创始人、“木头姐”凯茜•伍德的旗舰交易所交易基金在1月初清仓所持英伟达股份。然后，人工智能热潮来了，推高了该股及其他大型科技股的股价。自伍德抛售英伟达股票以来，这家芯片制造商的市值增加了约5600亿美元，其中2000亿美元是在该公司公布超预期业绩后一夜之间飙升的。尽管伍德旗下几只规模较小的基金都持有英伟达股票，但旗舰产品ARK ...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/936145.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"BK4503":"景林资产持仓","BK4551":"寇图资本持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4581":"高盛持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc 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SGD"},"source_url":"http://www.zhitongcaijing.com/content/detail/936145.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2338763147","content_text":"伍德的旗舰交易所交易基金在1月初清仓所持英伟达股份。ARK投资管理公司创始人、“木头姐”凯茜•伍德的旗舰交易所交易基金在1月初清仓所持英伟达股份。然后，人工智能热潮来了，推高了该股及其他大型科技股的股价。自伍德抛售英伟达股票以来，这家芯片制造商的市值增加了约5600亿美元，其中2000亿美元是在该公司公布超预期业绩后一夜之间飙升的。尽管伍德旗下几只规模较小的基金都持有英伟达股票，但旗舰产品ARK Innovation ETF的投资者大多没有从英伟达年内暴涨159.90%中受益。今年2月，英伟达的股价为234美元，预期市盈率约50倍，伍德当时表示估值“非常高”。伍德在2月27日接受采访时表示，“我们看好英伟达，我们认为它将是一只好股票。英伟达被定价了——它是一家人工智能公司。”“我们的旗舰基金一直在巩固我们最看好的股票，这在一定程度上与估值有关。”伍德长期以来一直看好英伟达，但她对该股的信心有时会动摇。当ARKK于2014年成立时，英伟达是该基金的主要持股之一。数据显示，自ARKK成立以来，在该基金112%的总回报率中，英伟达贡献了13%，仅次于特斯拉、Grayscale Bitcoin Trust(GBTC.US)和Invitae(NVTA.US)。数据显示，去年10月，当英伟达开始从2020年8月以来的最低水平反弹时，ARKK持有超过75万股英伟达股票。伍德在去年11月底将该头寸减持至略低于3.9万股，到1月中旬将其降至零。尽管ARK专注于颠覆性创新领域，但其旗舰基金几乎没有持有今年飙升的人工智能相关股票。周四，ARKK基金下跌3%，而英伟达飙升25%，纳斯达克100指数上涨2.4%。“这是集中型主动基金经理的一个风险——他们错过了一个主题，或在这个主题中错过了正确的股票，”Strategas ETF策略师Todd 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