BAYC的个人主页 - 老虎社区

BAYC

BAYC

Bullish on BTC

IP属地：北京

67关注

187粉丝

5主题

0勋章

2022-12-08

$涂鸦智能(TUYA)$ ‌回购1.6万美金还要发新闻么‌[笑哭] ‌

2022-10-04

$Block(SQ)$卖看涨对冲

2022-10-04

$Block(SQ)$抄底

2022-07-31

‌$Block(SQ)$‌is the best layer 2 stock you can find in the Bitcoin ecosystem. Long Block!

2022-07-31

$涂鸦智能(TUYA)$ ‌$涂鸦智能-W(02391)$‌5美分见

2022-04-11

‌$NIO Inc.(NIO)$‌NIO ET7 和 ET5将改变电动豪华车游戏规则

2022-04-11

‌$NIO Inc.(NIO)$‌停产都是暂时的，2020年3月份Fremont工厂也停产了，看看特斯拉现在股价

2022-04-02

Forward

@The Finance Hydra: NIO STOCK PREDICTIONS - If NIO closes above THIS AREA it will GO UP!

2022-04-02

interesting

@小丹尼DannyData:蔚来新车的很多创新功能，都是通过蔚来资本悄悄在背后助推实现的，比如大小马聊过的Innovution激光雷达、NOLO 车载 VR 头显，Nreal车载 AR 眼镜等等，都是蔚来投资过的。那今天我就从三个方面来深扒一下：蔚来资本背景有多硬？投资有多强？未来投哪里？腾讯投资有多强：BV18Y411g7ys 买保时捷是傻么：BV1X44y1N71x

2022-03-30

$Robinhood Markets, Inc.(HOOD)$看多。如果你不做Crypto衍生品，Robinhood最好用

2022-03-30

$涂鸦智能(TUYA)$从IPO开始就做空是什么心态[笑哭]

2022-03-22

长期看空： $涂鸦智能(TUYA)$$爱奇艺(IQ)$$波音(BA)$

2022-03-22

回弹不错，坚定HODL. 前五大持仓$ARK Innovation ETF(ARKK)$$特斯拉(TSLA)$$阿里巴巴(BABA)$#BTC $FB 不知道在这次反弹中能否一战

2022-03-13

$Tuya Inc.(TUYA)$YALL KNOW WHO MADE BANKS

2022-03-11

‌$涂鸦智能(TUYA)$‌This stock should get delisted from NYSE

2022-02-16

Yue

@期权异动观察:热门股covered call 量化推荐【2月16日】

2022-02-14

$SoFi Technologies Inc.(SOFI)$ SoFi stadium

2022-01-01

这篇文章不错，转发给大家看看

@走马财经:穿越非理性阿里巴巴的未来想象力在哪里

2021-12-31

Great ariticle, would you like to share it?

@丫丫港股圈:ARK基金被猛槌？

2021-12-06

跌6%就进入熊市？lol

特斯拉一度跌超6%进入熊市！媒体称SEC立案调查其太阳能电池板缺陷

去老虎APP查看更多动态

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BANKS","images":[{"img":"https://static.tigerbbs.com/02043dce90bec999e91b41bca83d0ae6","width":"750","height":"348"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/635409816","isVote":1,"tweetType":1,"viewCount":1692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":635223209,"gmtCreate":1647014221272,"gmtModify":1647014221272,"author":{"id":"3524779528872234","authorId":"3524779528872234","name":"BAYC","avatar":"https://static.tigerbbs.com/10ffaf66b8ffb81c2ef7399707929b67","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3524779528872234","authorIdStr":"3524779528872234"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/TUYA\">$涂鸦智能(TUYA)$</a>‌This stock should get delisted from NYSE","listText":"‌<a href=\"https://laohu8.com/S/TUYA\">$涂鸦智能(TUYA)$</a>‌This stock should get delisted from NYSE","text":"‌$涂鸦智能(TUYA)$‌This stock 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NYSE","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":31,"commentSize":5,"repostSize":4,"link":"https://laohu8.com/post/635223209","isVote":1,"tweetType":1,"viewCount":2992,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638043590,"gmtCreate":1645002651626,"gmtModify":1645002651626,"author":{"id":"3524779528872234","authorId":"3524779528872234","name":"BAYC","avatar":"https://static.tigerbbs.com/10ffaf66b8ffb81c2ef7399707929b67","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3524779528872234","authorIdStr":"3524779528872234"},"themes":[],"htmlText":"Yue","listText":"Yue","text":"Yue","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638043590","repostId":"638050846","repostType":1,"repost":{"id":638050846,"gmtCreate":1644999346238,"gmtModify":1645073019395,"author":{"id":"3527667583497005","authorId":"3527667583497005","name":"期权异动观察","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667583497005","authorIdStr":"3527667583497005"},"themes":[],"title":"热门股covered call 量化推荐【2月16日】","htmlText":"卖备兑看涨期权（sell covered call），是很多大的基金采用的策略，美股散户也可以借鉴该策略。 您可以在持有股票的同时获得收益。 这个策略适合长期持有某些近期横盘不动或者有利空消息的股票的投资者，通过做备兑，对冲一下风险，可能会获得额外收益。 小涨多赚钱，不涨多赚钱，下跌少亏钱。只有股票暴涨时不推荐做备兑。 所以在长期持有一些标的时滚动做备兑，对成熟投资者，可能是一个很好的策略。 收益对比 假设2021年1月1日到12月17日期间投资者持有亚马逊 200股股票 持有期间如果无操作，则最后的总资产为675484美元 持有期间如果进行covered call策略，每周操作一次；如果行权卖出100股股票后，下一个交易日再买入100股。最后的总资产为728898美元。 今日Covered Call池（仅供参考） 期权代码 股票标的 到期日期 行权价 权利金 隐含波动率 年化收益率 <a href=\"https://laohu8.com/OPT/TSLA 20220225 1020.0 call\" target=\"_blank\">$TSLA 20220225 1020.0 call$</a> TSLA 2022/02/25 1020.0 3.300000 0.470000 13.06% <a href=\"https://laohu8.com/OPT/FB 20220225 265.0 call\" target=\"_blank\">$FB 20220225 265.0 call$</a> FB 2022/02/25 265.0 0.120000 0.510000 1.98% <a href=\"https://laohu8.com/OPT/AMD 20220225 136.0 call\" target=\"_blank\">$AMD 20220225 136.0 c</a>","listText":"卖备兑看涨期权（sell covered call），是很多大的基金采用的策略，美股散户也可以借鉴该策略。 您可以在持有股票的同时获得收益。 这个策略适合长期持有某些近期横盘不动或者有利空消息的股票的投资者，通过做备兑，对冲一下风险，可能会获得额外收益。 小涨多赚钱，不涨多赚钱，下跌少亏钱。只有股票暴涨时不推荐做备兑。 所以在长期持有一些标的时滚动做备兑，对成熟投资者，可能是一个很好的策略。 收益对比 假设2021年1月1日到12月17日期间投资者持有亚马逊 200股股票 持有期间如果无操作，则最后的总资产为675484美元 持有期间如果进行covered call策略，每周操作一次；如果行权卖出100股股票后，下一个交易日再买入100股。最后的总资产为728898美元。 今日Covered Call池（仅供参考） 期权代码 股票标的 到期日期 行权价 权利金 隐含波动率 年化收益率 <a href=\"https://laohu8.com/OPT/TSLA 20220225 1020.0 call\" target=\"_blank\">$TSLA 20220225 1020.0 call$</a> TSLA 2022/02/25 1020.0 3.300000 0.470000 13.06% <a href=\"https://laohu8.com/OPT/FB 20220225 265.0 call\" target=\"_blank\">$FB 20220225 265.0 call$</a> FB 2022/02/25 265.0 0.120000 0.510000 1.98% <a href=\"https://laohu8.com/OPT/AMD 20220225 136.0 call\" target=\"_blank\">$AMD 20220225 136.0 c</a>","text":"卖备兑看涨期权（sell covered call），是很多大的基金采用的策略，美股散户也可以借鉴该策略。 您可以在持有股票的同时获得收益。 这个策略适合长期持有某些近期横盘不动或者有利空消息的股票的投资者，通过做备兑，对冲一下风险，可能会获得额外收益。 小涨多赚钱，不涨多赚钱，下跌少亏钱。只有股票暴涨时不推荐做备兑。 所以在长期持有一些标的时滚动做备兑，对成熟投资者，可能是一个很好的策略。 收益对比 假设2021年1月1日到12月17日期间投资者持有亚马逊 200股股票 持有期间如果无操作，则最后的总资产为675484美元 持有期间如果进行covered call策略，每周操作一次；如果行权卖出100股股票后，下一个交易日再买入100股。最后的总资产为728898美元。 今日Covered Call池（仅供参考） 期权代码 股票标的 到期日期 行权价 权利金 隐含波动率 年化收益率 $TSLA 20220225 1020.0 call$ TSLA 2022/02/25 1020.0 3.300000 0.470000 13.06% $FB 20220225 265.0 call$ FB 2022/02/25 265.0 0.120000 0.510000 1.98% $AMD 20220225 136.0 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href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a> SoFi stadium&nbsp;","text":"$SoFi Technologies Inc.(SOFI)$ SoFi stadium","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631521718","isVote":1,"tweetType":1,"viewCount":746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692291779,"gmtCreate":1640966743029,"gmtModify":1640966743029,"author":{"id":"3524779528872234","authorId":"3524779528872234","name":"BAYC","avatar":"https://static.tigerbbs.com/10ffaf66b8ffb81c2ef7399707929b67","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3524779528872234","authorIdStr":"3524779528872234"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692291779","repostId":"691857170","repostType":1,"repost":{"id":691857170,"gmtCreate":1640172649495,"gmtModify":1640177951964,"author":{"id":"3555926517215344","authorId":"3555926517215344","name":"走马财经","avatar":"https://static.tigerbbs.com/405de4c75e3b97b2d778531943cbe586","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555926517215344","authorIdStr":"3555926517215344"},"themes":[],"title":"穿越非理性 阿里巴巴的未来想象力在哪里","htmlText":"对于今天的阿里巴巴，人们已经足够认识到云计算业务的价值和分量。但是对于菜鸟，很多人可能忽略了，或者说还不足够重视其价值。实际上，如果说云计算就像阿里的天网，代表它未来能飞多高；菜鸟则类似于阿里的地网，决定了它能走多远。云计算更多运行在虚拟世界，撑起的是万物互联、无人驾驶、元宇宙的想象力；菜鸟则扎扎实实连接着现实世界，是田间农户到城市餐桌、产业带工厂到广大消费者、东方到西方、国外到国内的桥梁，它撑起的是阿里巴巴未来全球20亿消费者、1亿个就业岗位、1000万家中小企业的神经中枢和毛细血管。换而言之，菜鸟是阿里核心商业——无论国内还是国外——的连接器；阿里云则是商业之外的放大器。它们一起，构筑了阿里巴巴的天罗地网。一任何仔细看过阿里财报的人，都会惊叹于它庞大的业务体系。简单划分，可以分为中国商业、国际电商、本地生活、数字娱乐、创新业务、菜鸟网络和阿里云。如果进一步划分，光是中国核心商业就可以细分出天猫、淘宝、淘特、闲鱼、淘菜菜、天猫超市、天猫国际、考拉海购、盒马、阿里健康、高鑫零售、银泰百货、1688批发等13个子业务出来。在现在这个阶段，能够吸引投资人注意力的，恐怕还在这四大业务方向上：中国核心商业、国际电商、阿里云和菜鸟物流。二无论是以GMV、月活还是年活跃买家数计算，阿里的中国商业业务体量都是全球第一。即便国内用户规模已经非常大，过去12个月仍然增加了1.25亿新用户，年度活跃买家数达到9.53亿人。即便剔除掉其中来自饿了么、高德、优酷等业务的用户，中国零售市场年活跃买家数也达到8.63亿人，过去12个月新增了1.06亿新用户。三季度的核心商业虽然表现一般，GMV和核心营收增速都只有个位数，究其原因，更多是受大环境影响。在阿里这个体量，它的表现会跟整个网络零售行业的增速保持同频共振。我们看统计局公布的网络零售数据，三季度全行业网络零售同比增速也只有7.5%左右。如果仔细看","listText":"对于今天的阿里巴巴，人们已经足够认识到云计算业务的价值和分量。但是对于菜鸟，很多人可能忽略了，或者说还不足够重视其价值。实际上，如果说云计算就像阿里的天网，代表它未来能飞多高；菜鸟则类似于阿里的地网，决定了它能走多远。云计算更多运行在虚拟世界，撑起的是万物互联、无人驾驶、元宇宙的想象力；菜鸟则扎扎实实连接着现实世界，是田间农户到城市餐桌、产业带工厂到广大消费者、东方到西方、国外到国内的桥梁，它撑起的是阿里巴巴未来全球20亿消费者、1亿个就业岗位、1000万家中小企业的神经中枢和毛细血管。换而言之，菜鸟是阿里核心商业——无论国内还是国外——的连接器；阿里云则是商业之外的放大器。它们一起，构筑了阿里巴巴的天罗地网。一任何仔细看过阿里财报的人，都会惊叹于它庞大的业务体系。简单划分，可以分为中国商业、国际电商、本地生活、数字娱乐、创新业务、菜鸟网络和阿里云。如果进一步划分，光是中国核心商业就可以细分出天猫、淘宝、淘特、闲鱼、淘菜菜、天猫超市、天猫国际、考拉海购、盒马、阿里健康、高鑫零售、银泰百货、1688批发等13个子业务出来。在现在这个阶段，能够吸引投资人注意力的，恐怕还在这四大业务方向上：中国核心商业、国际电商、阿里云和菜鸟物流。二无论是以GMV、月活还是年活跃买家数计算，阿里的中国商业业务体量都是全球第一。即便国内用户规模已经非常大，过去12个月仍然增加了1.25亿新用户，年度活跃买家数达到9.53亿人。即便剔除掉其中来自饿了么、高德、优酷等业务的用户，中国零售市场年活跃买家数也达到8.63亿人，过去12个月新增了1.06亿新用户。三季度的核心商业虽然表现一般，GMV和核心营收增速都只有个位数，究其原因，更多是受大环境影响。在阿里这个体量，它的表现会跟整个网络零售行业的增速保持同频共振。我们看统计局公布的网络零售数据，三季度全行业网络零售同比增速也只有7.5%左右。如果仔细看","text":"对于今天的阿里巴巴，人们已经足够认识到云计算业务的价值和分量。但是对于菜鸟，很多人可能忽略了，或者说还不足够重视其价值。实际上，如果说云计算就像阿里的天网，代表它未来能飞多高；菜鸟则类似于阿里的地网，决定了它能走多远。云计算更多运行在虚拟世界，撑起的是万物互联、无人驾驶、元宇宙的想象力；菜鸟则扎扎实实连接着现实世界，是田间农户到城市餐桌、产业带工厂到广大消费者、东方到西方、国外到国内的桥梁，它撑起的是阿里巴巴未来全球20亿消费者、1亿个就业岗位、1000万家中小企业的神经中枢和毛细血管。换而言之，菜鸟是阿里核心商业——无论国内还是国外——的连接器；阿里云则是商业之外的放大器。它们一起，构筑了阿里巴巴的天罗地网。一任何仔细看过阿里财报的人，都会惊叹于它庞大的业务体系。简单划分，可以分为中国商业、国际电商、本地生活、数字娱乐、创新业务、菜鸟网络和阿里云。如果进一步划分，光是中国核心商业就可以细分出天猫、淘宝、淘特、闲鱼、淘菜菜、天猫超市、天猫国际、考拉海购、盒马、阿里健康、高鑫零售、银泰百货、1688批发等13个子业务出来。在现在这个阶段，能够吸引投资人注意力的，恐怕还在这四大业务方向上：中国核心商业、国际电商、阿里云和菜鸟物流。二无论是以GMV、月活还是年活跃买家数计算，阿里的中国商业业务体量都是全球第一。即便国内用户规模已经非常大，过去12个月仍然增加了1.25亿新用户，年度活跃买家数达到9.53亿人。即便剔除掉其中来自饿了么、高德、优酷等业务的用户，中国零售市场年活跃买家数也达到8.63亿人，过去12个月新增了1.06亿新用户。三季度的核心商业虽然表现一般，GMV和核心营收增速都只有个位数，究其原因，更多是受大环境影响。在阿里这个体量，它的表现会跟整个网络零售行业的增速保持同频共振。我们看统计局公布的网络零售数据，三季度全行业网络零售同比增速也只有7.5%左右。如果仔细看","images":[{"img":"https://static.tigerbbs.com/01cd19acc32749f358b75a952e85e423","width":"688","height":"430"},{"img":"https://static.tigerbbs.com/2fc5d3e9e69f378f22ab8ea7e5a09d97","width":"688","height":"296"},{"img":"https://static.tigerbbs.com/e902ef2eaced38b86983204a5e3e80f9","width":"688","height":"282"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691857170","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":15,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692208178,"gmtCreate":1640963428917,"gmtModify":1640963428917,"author":{"id":"3524779528872234","authorId":"3524779528872234","name":"BAYC","avatar":"https://static.tigerbbs.com/10ffaf66b8ffb81c2ef7399707929b67","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3524779528872234","authorIdStr":"3524779528872234"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692208178","repostId":"323529797","repostType":1,"repost":{"id":323529797,"gmtCreate":1615357757219,"gmtModify":1703487834950,"author":{"id":"3465782205567474","authorId":"3465782205567474","name":"丫丫港股圈","avatar":"https://static.tigerbbs.com/f71230774f6081dd8737bd2f96066105","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465782205567474","authorIdStr":"3465782205567474"},"themes":[],"title":"ARK基金被猛槌？","htmlText":"前段时间，CNBC著名财经评论员Jim Crammer喊话Cathie Wood，让其关闭ARK ETF的申购，不要再扩大规模，专心在目前基金的运作上面。Jim Cramer一向以搏眼球闻名，演技也略带浮夸。其代表作是在互联网泡沫破裂前的1999年，专门刊登了一篇长文，\"呼吁\"那些拒绝买入互联网的基金经理跑步进场，避免落后。当然结果我们也知道了，长文刚发完3个月，股市就崩了。不过这一次，Cramer的发言却值得深思。正如市场之前猜测的，由于十年期国债利率的上升，之前还被追捧的高估值成长股，现在成为被抛弃的对象。而这种市场环境，对ARK坚持的成长股风格尤为不利。一旦遭遇巨额赎回，这些科技股(特别是小盘科技股)股价可能会出现巨大的回调，进一步拖低ARK ETF的净值；而净值降低，又可能增加散户赎回的意愿，从而进入一个负循环；假如中间再碰上有空头来捣乱...一.ARK基金的问题众所周知，ARK有两个明显的投资风格。第一个是偏爱成长股，ARK方面解释过是市场上大部分机构并没有对成长股有合理定价，成长股指数级的增长将在长期带来巨额的回报。第二个是透明，ARK基金每天都会公布交易记录和持有仓位，所有投资者都可以在ARK的官网登记，然后获取每天的汇报邮件。这两点风格，在去年极致的低利率环境下，让ARK成功封神：低利率下成长股估值得以大幅度提升，推高股价；股价的上涨又吸引来了大批散户投资者，这些散户开始抄ARK的作业，从而又推高股价，形成一个正向循环。不过问题是，现在风格切换了，原来受追捧的成长股，不可避免的会估值回调。对于ARK来说，投资成长股不是问题，透明也不是问题，大部分的主动型ETF持仓基本都是透明的。但是规模大了，知名度高了，这些因素都会是问题。目前ARK的资产规模达到历史新高，从去年的100亿美金上升到600亿美金，同时根据华尔街日报的分析，ARK买了很多低流动性的小票，比如说","listText":"前段时间，CNBC著名财经评论员Jim Crammer喊话Cathie Wood，让其关闭ARK ETF的申购，不要再扩大规模，专心在目前基金的运作上面。Jim Cramer一向以搏眼球闻名，演技也略带浮夸。其代表作是在互联网泡沫破裂前的1999年，专门刊登了一篇长文，\"呼吁\"那些拒绝买入互联网的基金经理跑步进场，避免落后。当然结果我们也知道了，长文刚发完3个月，股市就崩了。不过这一次，Cramer的发言却值得深思。正如市场之前猜测的，由于十年期国债利率的上升，之前还被追捧的高估值成长股，现在成为被抛弃的对象。而这种市场环境，对ARK坚持的成长股风格尤为不利。一旦遭遇巨额赎回，这些科技股(特别是小盘科技股)股价可能会出现巨大的回调，进一步拖低ARK ETF的净值；而净值降低，又可能增加散户赎回的意愿，从而进入一个负循环；假如中间再碰上有空头来捣乱...一.ARK基金的问题众所周知，ARK有两个明显的投资风格。第一个是偏爱成长股，ARK方面解释过是市场上大部分机构并没有对成长股有合理定价，成长股指数级的增长将在长期带来巨额的回报。第二个是透明，ARK基金每天都会公布交易记录和持有仓位，所有投资者都可以在ARK的官网登记，然后获取每天的汇报邮件。这两点风格，在去年极致的低利率环境下，让ARK成功封神：低利率下成长股估值得以大幅度提升，推高股价；股价的上涨又吸引来了大批散户投资者，这些散户开始抄ARK的作业，从而又推高股价，形成一个正向循环。不过问题是，现在风格切换了，原来受追捧的成长股，不可避免的会估值回调。对于ARK来说，投资成长股不是问题，透明也不是问题，大部分的主动型ETF持仓基本都是透明的。但是规模大了，知名度高了，这些因素都会是问题。目前ARK的资产规模达到历史新高，从去年的100亿美金上升到600亿美金，同时根据华尔街日报的分析，ARK买了很多低流动性的小票，比如说","text":"前段时间，CNBC著名财经评论员Jim Crammer喊话Cathie Wood，让其关闭ARK ETF的申购，不要再扩大规模，专心在目前基金的运作上面。Jim Cramer一向以搏眼球闻名，演技也略带浮夸。其代表作是在互联网泡沫破裂前的1999年，专门刊登了一篇长文，\"呼吁\"那些拒绝买入互联网的基金经理跑步进场，避免落后。当然结果我们也知道了，长文刚发完3个月，股市就崩了。不过这一次，Cramer的发言却值得深思。正如市场之前猜测的，由于十年期国债利率的上升，之前还被追捧的高估值成长股，现在成为被抛弃的对象。而这种市场环境，对ARK坚持的成长股风格尤为不利。一旦遭遇巨额赎回，这些科技股(特别是小盘科技股)股价可能会出现巨大的回调，进一步拖低ARK ETF的净值；而净值降低，又可能增加散户赎回的意愿，从而进入一个负循环；假如中间再碰上有空头来捣乱...一.ARK基金的问题众所周知，ARK有两个明显的投资风格。第一个是偏爱成长股，ARK方面解释过是市场上大部分机构并没有对成长股有合理定价，成长股指数级的增长将在长期带来巨额的回报。第二个是透明，ARK基金每天都会公布交易记录和持有仓位，所有投资者都可以在ARK的官网登记，然后获取每天的汇报邮件。这两点风格，在去年极致的低利率环境下，让ARK成功封神：低利率下成长股估值得以大幅度提升，推高股价；股价的上涨又吸引来了大批散户投资者，这些散户开始抄ARK的作业，从而又推高股价，形成一个正向循环。不过问题是，现在风格切换了，原来受追捧的成长股，不可避免的会估值回调。对于ARK来说，投资成长股不是问题，透明也不是问题，大部分的主动型ETF持仓基本都是透明的。但是规模大了，知名度高了，这些因素都会是问题。目前ARK的资产规模达到历史新高，从去年的100亿美金上升到600亿美金，同时根据华尔街日报的分析，ARK买了很多低流动性的小票，比如说","images":[{"img":"https://static.tigerbbs.com/4a1f273783565d8e42c8bae89760aba5"},{"img":"https://static.tigerbbs.com/976e09f82cfb9192187940b59e4e5020"},{"img":"https://static.tigerbbs.com/9df9f9edae7e844baffb72450dd82f74"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323529797","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":19,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":940,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606904005,"gmtCreate":1638804801313,"gmtModify":1638804801313,"author":{"id":"3524779528872234","authorId":"3524779528872234","name":"BAYC","avatar":"https://static.tigerbbs.com/10ffaf66b8ffb81c2ef7399707929b67","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3524779528872234","authorIdStr":"3524779528872234"},"themes":[],"htmlText":"跌6%就进入熊市？lol","listText":"跌6%就进入熊市？lol","text":"跌6%就进入熊市？lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606904005","repostId":"2189507059","repostType":2,"repost":{"id":"2189507059","pubTimestamp":1638801658,"share":"https://www.laohu8.com/m/news/2189507059?lang=&edition=full","pubTime":"2021-12-06 22:40","market":"us","language":"zh","title":"特斯拉一度跌超6%进入熊市！媒体称SEC立案调查其太阳能电池板缺陷","url":"https://stock-news.laohu8.com/highlight/detail?id=2189507059","media":"华尔街见闻","summary":"特斯拉跌幅一度超过6%，跌至950美元一线，较11月4日高位回落21%。媒体报道称，美国证券交易委员会（SEC）根据举报立案调查其太阳能电池板缺陷。","content":"<html><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌幅一度超过6%，跌至950美元一线，较11月4日高位回落21%。媒体报道称，美国证券交易委员会（SEC）根据举报立案调查其<a href=\"https://laohu8.com/S/000591\">太阳能</a>电池板缺陷。</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>特斯拉一度跌超6%进入熊市！媒体称SEC立案调查其太阳能电池板缺陷</title>\n<style 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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特斯拉一度跌超6%进入熊市！媒体称SEC立案调查其太阳能电池板缺陷\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-06 22:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3646624><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉跌幅一度超过6%，跌至950美元一线，较11月4日高位回落21%。媒体报道称，美国证券交易委员会（SEC）根据举报立案调查其太阳能电池板缺陷。</p>\n\n<a href=\"https://wallstreetcn.com/articles/3646624\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/78edc8337704ffd6760fab4583246af8","relate_stocks":{"BK4555":"新能源车","BK4550":"红杉资本持仓","BK4099":"汽车制造商","000591":"太阳能","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","TSLA":"特斯拉","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://wallstreetcn.com/articles/3646624","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2189507059","content_text":"特斯拉跌幅一度超过6%，跌至950美元一线，较11月4日高位回落21%。媒体报道称，美国证券交易委员会（SEC）根据举报立案调查其太阳能电池板缺陷。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":635223209,"gmtCreate":1647014221272,"gmtModify":1647014221272,"author":{"id":"3524779528872234","authorId":"3524779528872234","name":"BAYC","avatar":"https://static.tigerbbs.com/10ffaf66b8ffb81c2ef7399707929b67","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3524779528872234","authorIdStr":"3524779528872234"},"themes":[],"htmlText":"‌<a 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[笑哭]","images":[{"img":"https://static.tigerbbs.com/602b77a7fa78f15115399e749a6d5b7f","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":3,"link":"https://laohu8.com/post/128241330","isVote":1,"tweetType":1,"viewCount":1209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":357097544,"gmtCreate":1617205833388,"gmtModify":1617205833388,"author":{"id":"3524779528872234","authorId":"3524779528872234","name":"BAYC","avatar":"https://static.tigerbbs.com/10ffaf66b8ffb81c2ef7399707929b67","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3524779528872234","authorIdStr":"3524779528872234"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>Ark 的目标价位有点高，但是1500还是没问题的，600果断加仓","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>Ark 的目标价位有点高，但是1500还是没问题的，600果断加仓","text":"$特斯拉(TSLA)$Ark 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