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2022-01-18
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“女巴菲特”彻底栽了,木头姐一年回撤40%!仍然再加仓!
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Kohtetlumin","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/697616581","repostId":694951908,"repostType":1,"repost":{"magic":2,"id":694951908,"tweetId":"694951908","gmtCreate":1641793721698,"gmtModify":1642042398865,"author":{"id":3502767768442965,"idStr":"3502767768442965","authorId":3502767768442965,"authorIdStr":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","vip":4,"userType":4,"introduction":"热点追踪小能手,为大家捕捉每日最热市场话题","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":36342,"starInvestorFlag":false},"themes":[{"themeId":"7186a08a29f540a99d0bacc5d122d7a9","categoryId":"bc7f9e79615545918dda2e7d7cfb9e15","name":"机构们的新动向","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":7186a08a29f540a99d0bacc5d122d7a9}&rnconfig={\"headerBarHidden\": 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tg-height=\"333\">木头姐,真名凯瑟琳·伍德(Cathie Wood),在58岁时创立了方舟投资(ARK Investment),<b>专注于“破坏性创新”,风格侧重极致成长,长期重仓科技股。</b></p> <p>在2020年,Cathie Wood因持续重金押注特斯拉而一战成名,ARK旗下多达5只ETF平均回报率超过了140%!由此,被称为“女版巴菲特”。</p> <p>然而,在2021年,Cathie Wood 失败了。</p> <p>这一年中,ARKK持仓的股票中,超8成股票近一年回撤超过40%,其中第二大重仓股回撤超过70%!</p> <p>随着今年美国加息临近,对科技股的承压越来越大。而Wood正式专注于投资“颠覆式创新”科技企业,所以,2022年才刚开始,<a target=\"_blank\" href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a> 就暴跌了10.75%:<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/bda339a03252c66e3ce4aa0f8575092e\" tg-width=\"840\" tg-height=\"470\"></p> <p>据CNBC统计,ARKK持有的43只股票中,有36只较近一年高点下跌了40%以上,目前十大重仓股如下:</p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>/ <a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/ROKU\">$Roku Inc(ROKU)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/SPOT\">$Spotify Technology S.A.(SPOT)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/EXAS\">$精密科学(EXAS)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/TWLO\">$Twilio Inc(TWLO)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/SQ\">$Square, Inc(SQ)$</a><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/17484061ae2bbb6fd04a8e2c1351b32a\" tg-width=\"554\" tg-height=\"768\">即使近期ARK持续受挫,但Cathie Wood对“颠覆式创新企业”的信心依然没有动摇。</p> <p>她对媒体表示:</p> <blockquote>\n 我只是在以较低的价格获得我最确信的股票。我认为,这些股票未来五年内依然能翻两番。 \n</blockquote> <p>本周,Cathie Wood继续买入了她最喜欢的股票,包括<a target=\"_blank\" href=\"https://laohu8.com/S/DKNG\">$DraftKings Inc.(DKNG)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/SQ\">$Square, Inc(SQ)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a> 等。</p> <p>... ...</p> <p>最后,大家聊一聊:</p> <ul> \n <li><span style=\"color:rgba(249,4,4,1);\"><b>你怎么看待 Cathie Wood 旗下基金ARK的暴跌?</b></span></li> \n <li><span style=\"color:rgba(249,4,4,1);\"><b>你认为ARKK 今年能大涨吗?</b></span></li> \n</ul> <p>精彩留言用户可获得888社区积分噢!</p></body></html>","htmlText":"<html><head></head><body><p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/6dc9f966dc410691ecee378c5f2b37cd\" tg-width=\"600\" tg-height=\"333\">木头姐,真名凯瑟琳·伍德(Cathie Wood),在58岁时创立了方舟投资(ARK Investment),<b>专注于“破坏性创新”,风格侧重极致成长,长期重仓科技股。</b></p> <p>在2020年,Cathie Wood因持续重金押注特斯拉而一战成名,ARK旗下多达5只ETF平均回报率超过了140%!由此,被称为“女版巴菲特”。</p> <p>然而,在2021年,Cathie Wood 失败了。</p> <p>这一年中,ARKK持仓的股票中,超8成股票近一年回撤超过40%,其中第二大重仓股回撤超过70%!</p> <p>随着今年美国加息临近,对科技股的承压越来越大。而Wood正式专注于投资“颠覆式创新”科技企业,所以,2022年才刚开始,<a target=\"_blank\" href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a> 就暴跌了10.75%:<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/bda339a03252c66e3ce4aa0f8575092e\" tg-width=\"840\" tg-height=\"470\"></p> <p>据CNBC统计,ARKK持有的43只股票中,有36只较近一年高点下跌了40%以上,目前十大重仓股如下:</p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>/ <a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/ROKU\">$Roku Inc(ROKU)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/SPOT\">$Spotify Technology S.A.(SPOT)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/EXAS\">$精密科学(EXAS)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/TWLO\">$Twilio Inc(TWLO)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/SQ\">$Square, Inc(SQ)$</a><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/17484061ae2bbb6fd04a8e2c1351b32a\" tg-width=\"554\" tg-height=\"768\">即使近期ARK持续受挫,但Cathie Wood对“颠覆式创新企业”的信心依然没有动摇。</p> <p>她对媒体表示:</p> <blockquote>\n 我只是在以较低的价格获得我最确信的股票。我认为,这些股票未来五年内依然能翻两番。 \n</blockquote> <p>本周,Cathie Wood继续买入了她最喜欢的股票,包括<a target=\"_blank\" href=\"https://laohu8.com/S/DKNG\">$DraftKings Inc.(DKNG)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/SQ\">$Square, Inc(SQ)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a> 等。</p> <p>... ...</p> <p>最后,大家聊一聊:</p> <ul> \n <li><span style=\"color:rgba(249,4,4,1);\"><b>你怎么看待 Cathie Wood 旗下基金ARK的暴跌?</b></span></li> \n <li><span style=\"color:rgba(249,4,4,1);\"><b>你认为ARKK 今年能大涨吗?</b></span></li> \n</ul> <p>精彩留言用户可获得888社区积分噢!</p></body></html>","text":"木头姐,真名凯瑟琳·伍德(Cathie Wood),在58岁时创立了方舟投资(ARK Investment),专注于“破坏性创新”,风格侧重极致成长,长期重仓科技股。 在2020年,Cathie Wood因持续重金押注特斯拉而一战成名,ARK旗下多达5只ETF平均回报率超过了140%!由此,被称为“女版巴菲特”。 然而,在2021年,Cathie Wood 失败了。 这一年中,ARKK持仓的股票中,超8成股票近一年回撤超过40%,其中第二大重仓股回撤超过70%! 随着今年美国加息临近,对科技股的承压越来越大。而Wood正式专注于投资“颠覆式创新”科技企业,所以,2022年才刚开始,$ARK Innovation ETF(ARKK)$ 就暴跌了10.75%: 据CNBC统计,ARKK持有的43只股票中,有36只较近一年高点下跌了40%以上,目前十大重仓股如下: $特斯拉(TSLA)$/ $Zoom(ZM)$ /$Roku Inc(ROKU)$ /$Teladoc Health Inc.(TDOC)$ /$Coinbase Global, Inc.(COIN)$ /$Spotify Technology S.A.(SPOT)$ /$Unity Software Inc.(U)$ /$精密科学(EXAS)$ /$Twilio Inc(TWLO)$ /$Square, Inc(SQ)$即使近期ARK持续受挫,但Cathie Wood对“颠覆式创新企业”的信心依然没有动摇。 她对媒体表示: 我只是在以较低的价格获得我最确信的股票。我认为,这些股票未来五年内依然能翻两番。 本周,Cathie Wood继续买入了她最喜欢的股票,包括$DraftKings Inc.(DKNG)$ 、$Square, Inc(SQ)$ 和$Roblox Corporation(RBLX)$ 等。 ... ... 最后,大家聊一聊: 你怎么看待 Cathie Wood 旗下基金ARK的暴跌? 你认为ARKK 今年能大涨吗? 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