梦玥
2022-07-12
看来不热观啊?
木头姐二季度增持小鹏汽车和英伟达,减持特斯拉但仍是重仓股
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":688886748,"tweetId":"688886748","gmtCreate":1657586670485,"gmtModify":1704867624721,"author":{"id":4119068231552860,"idStr":"4119068231552860","authorId":4119068231552860,"authorIdStr":"4119068231552860","name":"梦玥","avatar":"https://static.tigerbbs.com/89fd710012b6b8eb435819cd315d26a2","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>看来不热观啊?</p></body></html>","htmlText":"<html><head></head><body><p>看来不热观啊?</p></body></html>","text":"看来不热观啊?","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/688886748","repostId":2250528579,"repostType":4,"repost":{"id":"2250528579","kind":"highlight","pubTimestamp":1657582753,"share":"https://www.laohu8.com/m/news/2250528579?lang=&edition=full","pubTime":"2022-07-12 07:39","market":"hk","language":"zh","title":"木头姐二季度增持小鹏汽车和英伟达,减持特斯拉但仍是重仓股","url":"https://stock-news.laohu8.com/highlight/detail?id=2250528579","media":"华尔街见闻","summary":"13F报告显示:“木头姐”旗下ARK Investment Management LLC二季度建仓做...","content":"<html><head></head><body><blockquote>摘要:截至二季度末,该公司管理的市值达到169.1亿美元。公司新买入的股票有9只,清仓的股票为12只。</blockquote><p>7月11日周一,“木头姐”Cathie Wood掌管的ARK Investment Management LLC公司公布其二季度仓位信息。</p><p>在二季度,该公司建仓做多通用汽车和SPDR标普500 ETF信托等。</p><p>该公司增持英伟达、Zoom视频通讯、908 Devices Inc.、小鹏汽车ADR等96只股票;减持特斯拉、加拿大电商Shopify等218只股票。</p><p>截至二季度末,该公司重仓股包括Zoom、特斯拉、以及Roku。</p><p><img src=\"https://static.tigerbbs.com/e5deb6924fb9037969fef471e1663f4b\" tg-width=\"1024\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/></p><p>具体来看,目前特斯拉占该公司仓位的6.47%,依然是木头姐的第一仓位公司。紧随其后的是在二季度增持了1.97%的ZOOM,仓位占6.08%。</p><p>加拿大电商Shopify在二季度遭到木头姐抛售,减少比例为1.4%,此外SEA也遭到减仓。特斯拉遭减持0.7%。</p><p>截至二季度末,该公司管理的市值达到169.1亿美元。公司新买入的股票有9只,清仓的股票为12只。</p><p>为衰退做准备?</p><p>木头姐的调仓,是否为美国的衰退做准备?</p><p>上个月,她曾表示,美国已经陷入经济衰退,她承认自己低估了美国通胀的严重性和持续性。</p><p>Wood说:</p><blockquote>我们认为我们正处于衰退之中。我们认为库存存在一个大问题……我45年的职业生涯中从未见过如此大幅度的库存增加。</blockquote><p>Wood表示,由于供应链中断和地缘政治风险,通胀比她预期的要高:</p><blockquote>我们在一件事上错了,我们没有意识到通胀会持续这么久。供应链的问题,不敢相信,已经持续了两年多的时间,而那个时候我们还没预料到俄乌冲突。</blockquote><blockquote>通货膨胀一直是一个更大的问题,但它将让我们陷入通货紧缩。</blockquote><p>Wood认为,消费者正在感受到价格的快速上涨,这反映在跌至历史低点的情绪数据中。她援引密歇根大学的消费者调查显示,6月份这一数据为50,是有史以来的最低水平。</p></body></html>","source":"wallstreetcn_api","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>木头姐二季度增持小鹏汽车和英伟达,减持特斯拉但仍是重仓股</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木头姐二季度增持小鹏汽车和英伟达,减持特斯拉但仍是重仓股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-12 07:39 北京时间 <a href=https://wallstreetcn.com/articles/3664450><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要:截至二季度末,该公司管理的市值达到169.1亿美元。公司新买入的股票有9只,清仓的股票为12只。7月11日周一,“木头姐”Cathie Wood掌管的ARK Investment Management LLC公司公布其二季度仓位信息。在二季度,该公司建仓做多通用汽车和SPDR标普500 ETF信托等。该公司增持英伟达、Zoom视频通讯、908 Devices Inc.、小鹏汽车ADR等96只...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3664450\">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":{"BK4099":"汽车制造商","BK4549":"软银资本持仓","NVDA":"英伟达","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","BK4529":"IDC概念","ARKF":"ARK Fintech Innovation ETF","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK1575":"同股不同权","ARKK":"ARK Innovation ETF","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","TSLA":"特斯拉","BK1539":"汽车股","XPEV":"小鹏汽车","BK1588":"回港中概股","BK4527":"明星科技股","BK4543":"AI","09868":"小鹏汽车-W","BK4579":"人工智能","BK1119":"汽车制造商","BK4526":"热门中概股","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK1587":"次新股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4503":"景林资产持仓","FNGU":"MicroSectors FANG+ 指数每日三倍做多 ETN","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4505":"高瓴资本持仓","BK4581":"高盛持仓"},"source_url":"https://wallstreetcn.com/articles/3664450","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2250528579","content_text":"摘要:截至二季度末,该公司管理的市值达到169.1亿美元。公司新买入的股票有9只,清仓的股票为12只。7月11日周一,“木头姐”Cathie Wood掌管的ARK Investment Management LLC公司公布其二季度仓位信息。在二季度,该公司建仓做多通用汽车和SPDR标普500 ETF信托等。该公司增持英伟达、Zoom视频通讯、908 Devices Inc.、小鹏汽车ADR等96只股票;减持特斯拉、加拿大电商Shopify等218只股票。截至二季度末,该公司重仓股包括Zoom、特斯拉、以及Roku。具体来看,目前特斯拉占该公司仓位的6.47%,依然是木头姐的第一仓位公司。紧随其后的是在二季度增持了1.97%的ZOOM,仓位占6.08%。加拿大电商Shopify在二季度遭到木头姐抛售,减少比例为1.4%,此外SEA也遭到减仓。特斯拉遭减持0.7%。截至二季度末,该公司管理的市值达到169.1亿美元。公司新买入的股票有9只,清仓的股票为12只。为衰退做准备?木头姐的调仓,是否为美国的衰退做准备?上个月,她曾表示,美国已经陷入经济衰退,她承认自己低估了美国通胀的严重性和持续性。Wood说:我们认为我们正处于衰退之中。我们认为库存存在一个大问题……我45年的职业生涯中从未见过如此大幅度的库存增加。Wood表示,由于供应链中断和地缘政治风险,通胀比她预期的要高:我们在一件事上错了,我们没有意识到通胀会持续这么久。供应链的问题,不敢相信,已经持续了两年多的时间,而那个时候我们还没预料到俄乌冲突。通货膨胀一直是一个更大的问题,但它将让我们陷入通货紧缩。Wood认为,消费者正在感受到价格的快速上涨,这反映在跌至历史低点的情绪数据中。她援引密歇根大学的消费者调查显示,6月份这一数据为50,是有史以来的最低水平。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1126,"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":13,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/688886748"}
精彩评论