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hosw76
2021-03-27
$DraftKings Inc.(DKNG)$
好
hosw76
2021-04-12
谢谢分享
抱歉,原内容已删除
hosw76
2021-04-09
$Salesforce(CRM)$
赞👍
hosw76
2021-03-27
$Dropbox Inc.(DBX)$
贊
hosw76
2021-04-19
//
@小鹏汽车
: 小鹏汽车“天生智能 探索不止”新闻发布会将于 2021-04-19 09:40开始,欢迎预约并围观! 届时小鹏汽车董事长 CEO,何小鹏先生将与大家分享如何让智能汽车更好地改变我们的出行生活,见证某神秘展品的首次车展亮相,并与大家共同探索未来出行的崭新方式。
抱歉,原内容已删除
hosw76
2021-04-08
谢谢分享
抱歉,原内容已删除
hosw76
2021-04-01
$可口可乐(KO)$
赞
hosw76
2021-04-26
[强]
抱歉,原内容已删除
hosw76
2021-04-15
$DraftKings Inc.(DKNG)$
👍
hosw76
2021-10-15
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@美股投资网:为什么特斯拉总部要离开加州“搬家”去得州?
hosw76
2021-10-12
赞
@美股投资网:视频将为大家刷选出,最近一波回调行情后有哪些热门股出现突破三角旗下和双底形态,有哪些值得抄底?随着参议院两党就将紧急债务上限延长至12月初的协议达成了一致意见,暂时避免了出现前所未有的债务违约情况。首先是中概股行情,其中阿里巴巴 BABA在技术面来看,现在是很标准的量价背离。股价创新低,量能逐渐放大。昨天直接跳空高开,一下子就突破了下行通道,最近底部明显的堆量,大量的抄底资金的入场。如果长线投资者现在可以入场,或者是我们之前几期说过定投的方法,每个月买一点,都是长线投资者较好的交易策略。$阿里巴巴(BABA)$ 因为想要精准抄底难度极大,所以我们可以在低估值区域采用定投的方式降低成本。这样抄到底的概率就很大了!如果我们拉一个巨大的黄金分割,上看207应该是有的。小型的黄金分割,昨天反弹到50%也是合理的压力位,所以最着急的进场点是153.57。短线的话我们看BABA有没有机会回踩146.7的支撑位,这样比较健康,也比较稳妥。现在上方最近的压力就是166.8的缺口位置。最后我们还是要提醒一下,警惕中概股的风险,一定设好止损。消息面上,巴菲特“黄金搭档”、查理·芒格旗下公司Daily Journal Corporation 代号DJCO 的第三季度持仓报告,自7月份以来,阿里股价下跌了近50%之后,芒格重仓阿里,将阿里的持仓数量增加了82%,抄底意图非常明显。文件显示,近期Daily Journal购买了136740股阿里股票,股票总数达到302060股。头寸从3700万美元增加到4500万美元,占其投资组合的19%。芒格一般不轻易对他的投资组合做出改变,所以这次突然大举重仓这家电子商务巨头值得我们关注。Daily Journal也解释了重仓阿里的原因:“公
hosw76
2021-10-11
赞
@美股投资网:“特斯拉杀手”,电动皮车Rivian要高调上市!
hosw76
2021-06-29
谢谢分享
抱歉,原内容已删除
hosw76
2021-05-18
谢谢分享
错判百度,“科技女股神”割肉离场
hosw76
2021-04-17
👍
抱歉,原内容已删除
hosw76
2021-04-11
谢谢分享
“木头姐”心仪的三只股,谁最值得投资者“打Call”?
hosw76
2021-04-08
$美国航空(AAL)$
赞
hosw76
2021-04-06
$喜满客影城(CNK)$
👍
hosw76
2021-04-04
$台积电(TSM)$
赞
hosw76
2021-12-23
这篇文章不错,转发给大家看
@贝拉聊财金: 💰 “圣诞行情” 继续... ?➟ ➠ 通用, Tesla 更新... ➟ ➠ 个人持股:一支“投机股”分析...
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 、谷歌、Facebook、PayPal和罗技等在内的科技行业。知名公司,在创业的阶段总部选址都选在帕洛阿尔托,让这座城市呢,有了名副其实的硅谷“腹地”和“福地”。但是无奈硅谷房价很贵,生活成本呢又居高不下,人们很难在这里买得起房子,很多人上班的距离非常远,而得州有着全美较低的住房和生活成本,以及更重要的是得州没有个人所得税和资产增值税,以及商业税率比加州要好很多。<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 奥斯汀是极为罕见的“自由派”城市,特斯拉员工对于奥斯汀的接纳程度很高,对于公司来说,在奥斯汀办公,意味着不用像在硅谷那样每天因为跳槽的员工和节节高的薪资而头疼。对于员工来说,生活在得州意味着大房子、前院,后院、农场和泳池,那些在旧金山昂贵的东西,在这里“唾手可得”。特斯拉乃至整个“硅谷”的加州时代似乎很快就要结束了,下一个十年,要看得克萨斯了。","text":"在美国时间当地10月7日举行的公司股东大会上,CEO伊隆·马斯克 正式宣布,特斯拉的总部将从硅谷腹地的帕洛阿尔托,搬到得克萨斯州奥斯汀了。马斯克给出的理由是该公司在加州的发展受到了限制。相对比这两个地方,在加州有已经活跃了数十年的硬件、软件、互联网和前沿科技行业。有着全世界最好的创业土壤。是全球科技创新的名副其实的“首都”。其中$惠普(HPQ)$ 、$苹果(AAPL)$ 、谷歌、Facebook、PayPal和罗技等在内的科技行业。知名公司,在创业的阶段总部选址都选在帕洛阿尔托,让这座城市呢,有了名副其实的硅谷“腹地”和“福地”。但是无奈硅谷房价很贵,生活成本呢又居高不下,人们很难在这里买得起房子,很多人上班的距离非常远,而得州有着全美较低的住房和生活成本,以及更重要的是得州没有个人所得税和资产增值税,以及商业税率比加州要好很多。$特斯拉(TSLA)$ 奥斯汀是极为罕见的“自由派”城市,特斯拉员工对于奥斯汀的接纳程度很高,对于公司来说,在奥斯汀办公,意味着不用像在硅谷那样每天因为跳槽的员工和节节高的薪资而头疼。对于员工来说,生活在得州意味着大房子、前院,后院、农场和泳池,那些在旧金山昂贵的东西,在这里“唾手可得”。特斯拉乃至整个“硅谷”的加州时代似乎很快就要结束了,下一个十年,要看得克萨斯了。","images":[{"img":"https://static.tigerbbs.com/b4dccfd7072923bca065cefe4f5209d0","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825901413","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826348972,"gmtCreate":1633993865564,"gmtModify":1633993865680,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://static.tigerbbs.com/c70d7f0c9b6e4e3a4bba3c2631b52536","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565589093188306","authorIdStr":"3565589093188306"},"themes":[],"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826348972","repostId":"828261103","repostType":1,"repost":{"id":828261103,"gmtCreate":1633917207619,"gmtModify":1633921855076,"author":{"id":"3478213283465426","authorId":"3478213283465426","name":"美股投资网","avatar":"https://static.tigerbbs.com/a1bfd2cf1aa240d7058795c83d419510","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478213283465426","authorIdStr":"3478213283465426"},"themes":[],"title":"美股回调行情后,有哪些热门股出现突破三角旗下和双底形态值得抄底","htmlText":"\n \n \n 视频将为大家刷选出,最近一波回调行情后有哪些热门股出现突破三角旗下和双底形态,有哪些值得抄底?随着参议院两党就将紧急债务上限延长至12月初的协议达成了一致意见,暂时避免了出现前所未有的债务违约情况。首先是中概股行情,其中阿里巴巴 BABA在技术面来看,现在是很标准的量价背离。股价创新低,量能逐渐放大。昨天直接跳空高开,一下子就突破了下行通道,最近底部明显的堆量,大量的抄底资金的入场。如果长线投资者现在可以入场,或者是我们之前几期说过定投的方法,每个月买一点,都是长线投资者较好的交易策略。<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 因为想要精准抄底难度极大,所以我们可以在低估值区域采用定投的方式降低成本。这样抄到底的概率就很大了!如果我们拉一个巨大的黄金分割,上看207应该是有的。小型的黄金分割,昨天反弹到50%也是合理的压力位,所以最着急的进场点是153.57。短线的话我们看BABA有没有机会回踩146.7的支撑位,这样比较健康,也比较稳妥。现在上方最近的压力就是166.8的缺口位置。最后我们还是要提醒一下,警惕中概股的风险,一定设好止损。消息面上,巴菲特“黄金搭档”、查理·芒格旗下公司Daily Journal Corporation 代号DJCO 的第三季度持仓报告,自7月份以来,阿里股价下跌了近50%之后,芒格重仓阿里,将阿里的持仓数量增加了82%,抄底意图非常明显。文件显示,近期Daily Journal购买了136740股阿里股票,股票总数达到302060股。头寸从3700万美元增加到4500万美元,占其投资组合的19%。芒格一般不轻易对他的投资组合做出改变,所以这次突然大举重仓这家电子商务巨头值得我们关注。Daily Journal也解释了重仓阿里的原因:“公\n \n","listText":"视频将为大家刷选出,最近一波回调行情后有哪些热门股出现突破三角旗下和双底形态,有哪些值得抄底?随着参议院两党就将紧急债务上限延长至12月初的协议达成了一致意见,暂时避免了出现前所未有的债务违约情况。首先是中概股行情,其中阿里巴巴 BABA在技术面来看,现在是很标准的量价背离。股价创新低,量能逐渐放大。昨天直接跳空高开,一下子就突破了下行通道,最近底部明显的堆量,大量的抄底资金的入场。如果长线投资者现在可以入场,或者是我们之前几期说过定投的方法,每个月买一点,都是长线投资者较好的交易策略。<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 因为想要精准抄底难度极大,所以我们可以在低估值区域采用定投的方式降低成本。这样抄到底的概率就很大了!如果我们拉一个巨大的黄金分割,上看207应该是有的。小型的黄金分割,昨天反弹到50%也是合理的压力位,所以最着急的进场点是153.57。短线的话我们看BABA有没有机会回踩146.7的支撑位,这样比较健康,也比较稳妥。现在上方最近的压力就是166.8的缺口位置。最后我们还是要提醒一下,警惕中概股的风险,一定设好止损。消息面上,巴菲特“黄金搭档”、查理·芒格旗下公司Daily Journal Corporation 代号DJCO 的第三季度持仓报告,自7月份以来,阿里股价下跌了近50%之后,芒格重仓阿里,将阿里的持仓数量增加了82%,抄底意图非常明显。文件显示,近期Daily Journal购买了136740股阿里股票,股票总数达到302060股。头寸从3700万美元增加到4500万美元,占其投资组合的19%。芒格一般不轻易对他的投资组合做出改变,所以这次突然大举重仓这家电子商务巨头值得我们关注。Daily Journal也解释了重仓阿里的原因:“公","text":"视频将为大家刷选出,最近一波回调行情后有哪些热门股出现突破三角旗下和双底形态,有哪些值得抄底?随着参议院两党就将紧急债务上限延长至12月初的协议达成了一致意见,暂时避免了出现前所未有的债务违约情况。首先是中概股行情,其中阿里巴巴 BABA在技术面来看,现在是很标准的量价背离。股价创新低,量能逐渐放大。昨天直接跳空高开,一下子就突破了下行通道,最近底部明显的堆量,大量的抄底资金的入场。如果长线投资者现在可以入场,或者是我们之前几期说过定投的方法,每个月买一点,都是长线投资者较好的交易策略。$阿里巴巴(BABA)$ 因为想要精准抄底难度极大,所以我们可以在低估值区域采用定投的方式降低成本。这样抄到底的概率就很大了!如果我们拉一个巨大的黄金分割,上看207应该是有的。小型的黄金分割,昨天反弹到50%也是合理的压力位,所以最着急的进场点是153.57。短线的话我们看BABA有没有机会回踩146.7的支撑位,这样比较健康,也比较稳妥。现在上方最近的压力就是166.8的缺口位置。最后我们还是要提醒一下,警惕中概股的风险,一定设好止损。消息面上,巴菲特“黄金搭档”、查理·芒格旗下公司Daily Journal Corporation 代号DJCO 的第三季度持仓报告,自7月份以来,阿里股价下跌了近50%之后,芒格重仓阿里,将阿里的持仓数量增加了82%,抄底意图非常明显。文件显示,近期Daily Journal购买了136740股阿里股票,股票总数达到302060股。头寸从3700万美元增加到4500万美元,占其投资组合的19%。芒格一般不轻易对他的投资组合做出改变,所以这次突然大举重仓这家电子商务巨头值得我们关注。Daily 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<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 、福特都是它的支持者。该公司凭借电动皮卡R1T在市场上击败了特斯拉、获得了不俗的评价。电动汽车厂商Rivian Automotive上周五提交了IPO申请,计划在纳斯达克上市,代码为RIVN。承销商包括摩根士丹利、高盛集团及摩根大通。Rivian为亚马逊开发电动汽车,包括商用的送货车。专注于电动卡车以及电动SUV,旗下首款电动皮卡R1T于9月正式装配下线,是目前首个将电动皮卡引入个人消费市场的车企。Rivian的来头不小,不仅与特斯拉相似,而且都拥有一位极具个人魅力的理工男天才CEO,而且自2019年至今已融资105亿美元,此前,公开报道称Rivian拟上市募资至多80亿美元,计划将于第四季度上市,估值或800亿美元。这将成为过去十年美国第四大IPO。Rivian创办于2009年,总部位于加州埃尔文,Rivian一度被称为“ <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 杀手”,亚马逊、福特都是它的支持者。该公司凭借电动皮卡R1T在市场上击败了特斯拉、获得了不俗的评价。而特斯拉的电动皮卡Cybertruck的交付日期已经从今年推迟到了2022年底。Rivian在伊利诺伊州诺莫尔还有一家汽车组装工厂,专注于电动皮卡车Rivian R1T和电动SUV Rivian R1S。其中Rivian R1T于2019年正式亮相,预计2022年上市。近日Rivian正在考虑投资高达50亿美元,在美国的德克萨斯州沃思堡附近建立一家新工厂。该工厂面积为2000英亩,将会在2027年创造至少7500个工作岗位,每年生产","listText":"Rivian被称为“特斯拉杀手”, <a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 、福特都是它的支持者。该公司凭借电动皮卡R1T在市场上击败了特斯拉、获得了不俗的评价。电动汽车厂商Rivian Automotive上周五提交了IPO申请,计划在纳斯达克上市,代码为RIVN。承销商包括摩根士丹利、高盛集团及摩根大通。Rivian为亚马逊开发电动汽车,包括商用的送货车。专注于电动卡车以及电动SUV,旗下首款电动皮卡R1T于9月正式装配下线,是目前首个将电动皮卡引入个人消费市场的车企。Rivian的来头不小,不仅与特斯拉相似,而且都拥有一位极具个人魅力的理工男天才CEO,而且自2019年至今已融资105亿美元,此前,公开报道称Rivian拟上市募资至多80亿美元,计划将于第四季度上市,估值或800亿美元。这将成为过去十年美国第四大IPO。Rivian创办于2009年,总部位于加州埃尔文,Rivian一度被称为“ <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 杀手”,亚马逊、福特都是它的支持者。该公司凭借电动皮卡R1T在市场上击败了特斯拉、获得了不俗的评价。而特斯拉的电动皮卡Cybertruck的交付日期已经从今年推迟到了2022年底。Rivian在伊利诺伊州诺莫尔还有一家汽车组装工厂,专注于电动皮卡车Rivian R1T和电动SUV Rivian R1S。其中Rivian R1T于2019年正式亮相,预计2022年上市。近日Rivian正在考虑投资高达50亿美元,在美国的德克萨斯州沃思堡附近建立一家新工厂。该工厂面积为2000英亩,将会在2027年创造至少7500个工作岗位,每年生产","text":"Rivian被称为“特斯拉杀手”, $亚马逊(AMZN)$ 、福特都是它的支持者。该公司凭借电动皮卡R1T在市场上击败了特斯拉、获得了不俗的评价。电动汽车厂商Rivian Automotive上周五提交了IPO申请,计划在纳斯达克上市,代码为RIVN。承销商包括摩根士丹利、高盛集团及摩根大通。Rivian为亚马逊开发电动汽车,包括商用的送货车。专注于电动卡车以及电动SUV,旗下首款电动皮卡R1T于9月正式装配下线,是目前首个将电动皮卡引入个人消费市场的车企。Rivian的来头不小,不仅与特斯拉相似,而且都拥有一位极具个人魅力的理工男天才CEO,而且自2019年至今已融资105亿美元,此前,公开报道称Rivian拟上市募资至多80亿美元,计划将于第四季度上市,估值或800亿美元。这将成为过去十年美国第四大IPO。Rivian创办于2009年,总部位于加州埃尔文,Rivian一度被称为“ $特斯拉(TSLA)$ 杀手”,亚马逊、福特都是它的支持者。该公司凭借电动皮卡R1T在市场上击败了特斯拉、获得了不俗的评价。而特斯拉的电动皮卡Cybertruck的交付日期已经从今年推迟到了2022年底。Rivian在伊利诺伊州诺莫尔还有一家汽车组装工厂,专注于电动皮卡车Rivian R1T和电动SUV Rivian R1S。其中Rivian R1T于2019年正式亮相,预计2022年上市。近日Rivian正在考虑投资高达50亿美元,在美国的德克萨斯州沃思堡附近建立一家新工厂。该工厂面积为2000英亩,将会在2027年创造至少7500个工作岗位,每年生产","images":[{"img":"https://static.tigerbbs.com/89193496cceb89a5f355a49bafd8d177","width":"1080","height":"625"},{"img":"https://static.tigerbbs.com/6dbcab8e9c46d9569f722f1243726363","width":"1080","height":"720"},{"img":"https://static.tigerbbs.com/89b766eef82b080d6b3c8d7da3969ed8","width":"1080","height":"720"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/821746160","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":20,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":150567728,"gmtCreate":1624922234564,"gmtModify":1633947107019,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://static.tigerbbs.com/c70d7f0c9b6e4e3a4bba3c2631b52536","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565589093188306","authorIdStr":"3565589093188306"},"themes":[],"htmlText":"谢谢分享","listText":"谢谢分享","text":"谢谢分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150567728","repostId":"2147837448","repostType":4,"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":195685414,"gmtCreate":1621293074138,"gmtModify":1634192803700,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://static.tigerbbs.com/c70d7f0c9b6e4e3a4bba3c2631b52536","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565589093188306","authorIdStr":"3565589093188306"},"themes":[],"htmlText":"谢谢分享","listText":"谢谢分享","text":"谢谢分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195685414","repostId":"1122263565","repostType":4,"repost":{"id":"1122263565","pubTimestamp":1621310405,"share":"https://www.laohu8.com/m/news/1122263565?lang=&edition=full","pubTime":"2021-05-18 12:00","market":"us","language":"zh","title":"错判百度,“科技女股神”割肉离场","url":"https://stock-news.laohu8.com/highlight/detail?id=1122263565","media":"大摩财经","summary":"从财富指南到选股瘟神,方舟投资(Ark Invest)掌门人、被誉为“女版巴菲特”的凯茜·伍德(Cathie Wood,人称木头姐)只需要一个百度的距离。已经过去的2020年,ARK顺风顺水大放异彩,","content":"<p>从财富指南到选股瘟神,方舟投资(Ark Invest)掌门人、被誉为“女版巴菲特”的凯茜·伍德(Cathie Wood,人称木头姐)只需要一个<a href=\"https://laohu8.com/S/BIDU\">百度</a>的距离。</p><p>已经过去的2020年,ARK顺风顺水大放异彩,这一年,ARK旗下五支主动基金均走出了一条陡峭的上涨曲线。有如此业绩加持,加上ARK的彪悍作风:重仓科技股,非常注重大众传播(不仅在社交媒体上大方公布自身的研究成果,官网还会公开持仓结构,每个交易日更新每个产品的每日持仓细节等),让投资者随便“抄作业”,ARK因此一度成为散户之光,许多人选择跟着它吃肉喝汤。</p><p>ARK发展史中最有名的案例是在<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价在低位徘徊的时候重仓,并赚得盆满钵满,但对于中国投资者而言,ARK为更多人知还是在其重仓百度以后。</p><p>有投资特斯拉的经典案例在前,市场对于ARK押注百度的做法寄予很高期待,但现实已经证明,女神的光环,并没有那么持久。</p><p><b>ARK与百度的蜜月</b></p><p>ARK与百度的蜜月,是从2020年12月开始的。</p><p>根据ARK的年报披露,其在2020年上半年已经持有部分百度股票(由ARKQ和ARKW两支基金持有),百度被其归入互动媒体和服务板块。</p><p><img src=\"https://static.tigerbbs.com/1dd213524d6c8fbbd530f5a0865e826a\" tg-width=\"550\" tg-height=\"152\" referrerpolicy=\"no-referrer\"></p><p>ARKQ相关持仓数据(数据截至2020年7月31日)</p><p><img src=\"https://static.tigerbbs.com/439388c4c91cc708d8a9f71ff3ccd880\" tg-width=\"550\" tg-height=\"273\" referrerpolicy=\"no-referrer\"></p><p>ARKW相关持仓数据(数据截至2020年7月31日)</p><p>二者关系在12月发生质变:2020年12月10日,ARK旗下专注于投资颠覆性创新上市公司的基金ARKK首次建仓百度,购入17万股百度股票,之后连续分批加仓,到了12月30日,ARKK的百度持仓量飙升至170万股,与此同时,ARK旗下另外一支基金ARKW也开始购入百度股票,自此,ARK旗下三大基金ARKK、ARKQ及ARKW均拥有百度仓位。</p><p>ARK的加持,让正进入复苏轨道的百度股价直接坐上火箭,跟着ARK买百度成为彼时许多散户的选择。ARK为何有如此大的魔力?</p><p>作为ARK掌门人,出生于1956年的木头姐现已年过六旬,从南加州大学金融经济学专业毕业后,她先后在Capital Research、Jennison Associates、Tupelo Capital 、联博资产工作,一路从助理经济师做到投资长。2013年,她从联博辞职创业,于第二年1月成立了ARK Invest。</p><p>从成立始,ARK Invest就主要聚焦科技领域,投资集中在人工智能、自动驾驶、金融科技、基因测序、<a href=\"https://laohu8.com/S/300024\">机器人</a>、3D 打印六个领域。简单粗暴的说,ARK的喜好其实与过去几年一级市场最热衷的领域是一致的,只是相较一级市场通过早期投资换取后期成长杠杆的策略,面向二级市场会更加考验基金的眼光,当然与风险并存的就是抓住创新公司带来的巨大财富机会。</p><p>这一策略在特斯拉上体现的淋漓尽致:2018年,当特斯拉深陷华尔街做空泥潭导致马斯克计划将特斯拉私有化之际,木头姐发表公开信对特斯拉表示支持。她预计特斯拉股价在未来五年将达到4000美元,特斯拉是资本错配的缩影,当市场明白这一点时,特斯拉的股价会上涨,到时投资者们将会为现在的短视后悔莫及。</p><p>特斯拉股价在2020年一路攀升的结局回应了木头姐之前的预言,在大赚一笔的同时,木头姐及ARK也被送上神坛。</p><p>就是在这样的光环笼罩下,2020年12月,当ARK将目光瞄准已经传出造车传闻的百度,进入2021年之后,ARK仍在持续加仓百度,到1月中旬,ARK旗下基金共持有超270万股百度股票,价值接近6亿美元。在ARK三支旗舰ETF中,百度是ARKQ Autonomous Tech and Robo 自动化基金的第8大持仓,也是ARKK Disruptive Innovation 颠覆式创新基金前15大持仓中唯一中概股。</p><p>如同此前力挺马斯克一样,木头姐竭力对市场推销其押注的公司,在3月份接受<a href=\"https://laohu8.com/S/YHOO\">雅虎</a>财经采访时,她如此解释重仓百度的原因,“电动车突破续航限制后,自动驾驶是发展的必然。从百度目前来看,它对自动驾驶领域雄心勃勃,而且百度不是一家传统的汽车制造企业,它是做搜索引擎起家的,配合地图导航等等更接近于科技公司,而且它的自动驾驶项目推进非常快。”</p><p>搭上造车东风,又有ARK加仓背书,多重因素助推下,百度的股价一路高歌猛进。</p><p><img src=\"https://static.tigerbbs.com/08cf5979f207e59456de4e4858b4ae65\" tg-width=\"840\" tg-height=\"470\">百度股价走势</p><p>有2020年新造车营造的资本狂欢在前,一个与特斯拉相似的故事似乎已在市场面前徐徐展开。</p><p><b>百度资本局</b></p><p>ARK带头买买买的同时,百度也在紧锣密鼓的谋划自己的资本局。</p><p>造车传闻在市场上撩拨了投资者一个月以后,今年1月11日,百度正式官宣了入场造车的消息,宣布正式组建一家智能汽车公司,以整车制造商的身份进军汽车行业。吉利控股集团将成为新公司的战略合作伙伴。</p><p>百度股价被续上了更充足的燃料,持续走高,一度触及340美元高点,市值突破1200亿美元大关。</p><p>给市场讲出新故事后,赴港二次上市的计划也迅速推进。3月9日晚间,港股披露百度二次上市招股书,3月12日展开招股,3月23日一早登录港交所首日挂牌,跑步上市仅用了短短10个工作日。上市首日,百度高开0.79%,报254港元/股,募资净额236.82亿港元。</p><p>对于百度的前景,多家机构呈现非常乐观的态度,例如<a href=\"https://laohu8.com/S/600030\">中信证券</a>基于SOTP方法为百度估值,给予公司360美元/ADR的目标价以及“买入”评级。<a href=\"https://laohu8.com/S/06030\">中信证券</a>方面认为,百度移动生态估值约600亿美元,百度智能驾驶估值在百亿美元量级,百度云可望达到170-200亿美元量级,同时硬件业务会持续收益5GAIoT红利,<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>也有望持续提升运营效率。</p><p>同样对百度持乐观态度的还有中金,其认为Apollo汽车智能化业务板块估值可达258亿美元,给予Robotaxi 281亿美元估值。中金同时认为,Apollo将成为公司未来重要成长引擎和估值切换的最重要依据。对百度给予394.21美元目标价,维持跑赢行业评级。</p><p>美股涨了,港股上了,低迷已久的百度在资本市场一时春风得意。但是细拆百度财报和基本面,以上分析的现实支撑其实非常脆弱。</p><p>2020年,百度业绩并不算亮眼,该年四个季度,百度营收同比变动分别为-7%、-1%、1%、5%,同比下滑或者略有上涨的表现可谓惨淡。</p><p>一方面,百度核心业务(Baidu core,财报对此的解释为搜索服务与交易服务的组合)营收增长缓慢甚至出现负增长。2020年一季度,百度核心业务营收同比下降13%,二季度同比下降3%,三季度缓慢回暖同比上涨2%,四季度同比上涨6%。</p><p>另一方面,百度核心业务依然是百度最大的现金牛,占营收比重超70%,很难让投资者对百度的增长空间产生乐观想象。同时,投入多年的新业务在营收层面乏善可陈。也就是说,新业务带来的实际回报有限,而老业务已经疲态尽显。</p><p>同时被部分分析机构视为百度未来强劲增长引擎的Apollo业务,过去两三年在内部事实上命途多舛,而且模式还面临天然矛盾,即车厂很难将核心领域拱手相让。</p><p>百度股价在2020年三季度逐渐抬头一是得益于大环境——多国政府实施量化宽松政策,中美等地大量散户入市,资本市场资金充沛,助推股市上涨。其二百度2020年前三季度利空出净,核心业务在三季度逐渐复苏,在此背景下,股价长期低迷引发市场做多情绪短期升温,四季度呈现估值修复行情。</p><p>12月曝出的造车消息以及ARK的示范效应助推百度股价一飞冲天,但强心剂的效用毕竟不持久,在触及340美元最高点后,百度股价震荡下行,5月14日已跌破180美元关口,市值回落到600亿美元出头,来到“解放前”。</p><p><b>割肉离场</b></p><p>百度如此萎靡的表现让ARK备受打击。</p><p>根据ARK一季报披露,截至3月31日,ARKQ仓位结构中百度仍旧排第三位,占比5.1%;ARKK仓位结构中百度排第六位,占比3.3%。</p><p><img src=\"https://static.tigerbbs.com/291f85b8c6cfefab3328bc52347bb5bf\" tg-width=\"550\" tg-height=\"223\" referrerpolicy=\"no-referrer\"></p><p>ARKQ持仓情况</p><p><img src=\"https://static.tigerbbs.com/5e1e8c500c4972e94bd3629585d2f5c9\" tg-width=\"550\" tg-height=\"296\" referrerpolicy=\"no-referrer\"></p><p>ARKK持仓情况</p><p>重仓百度对ARKQ的业绩影响十分明显,根据一季报披露,百度是拖累ARKQ业绩表现的第一名。</p><p><img src=\"https://static.tigerbbs.com/05a7b37f1034c4a360f27e6e5181cfb9\" tg-width=\"550\" tg-height=\"131\" referrerpolicy=\"no-referrer\"></p><p>ARK在一季度财报中直言,百度是影响ARKQ一季度业绩表现的最大因素之一,而ARK对百度股价不断下跌的分析是Archegos(前段时间引发市场热议的对冲基金经理Bill Hwang爆仓事件)清算迫使投行抛售,引发市场恐慌;中概股退市风波,以及政府相关动作。</p><p><img src=\"https://static.tigerbbs.com/79b4fcdc4e69320722fcec75f51939dd\" tg-width=\"550\" tg-height=\"606\" referrerpolicy=\"no-referrer\"></p><p>虽然嘴上说百度跌都怪别人不怪百度,但实际行动上ARK果断选择了割肉离场。进入5月,ARK连续几个交易日抛售百度。根据ARK 5月14日披露的信息,目前ARK旗下基金持有的百度股份已经大幅缩减。</p><p><img src=\"https://static.tigerbbs.com/b8ae64033b4c8c31cb7d152fc0b9dd0e\" tg-width=\"550\" tg-height=\"86\" referrerpolicy=\"no-referrer\"></p><p>ARKK持仓</p><p><img src=\"https://static.tigerbbs.com/2e67d821b5f801e33bae8422f9ff1e8f\" tg-width=\"550\" tg-height=\"139\" referrerpolicy=\"no-referrer\"></p><p>ARKQ持仓</p><p><img src=\"https://static.tigerbbs.com/9ba22969a241a393363f89b6ddd3c8b0\" tg-width=\"550\" tg-height=\"115\" referrerpolicy=\"no-referrer\"></p><p>ARKW持仓</p><p>作为ARK旗下的旗舰基金,ARKK持有的百度仓位占比已经降至0.02%,ARK对百度的态度可见一斑。</p><p>在百度上栽的跟头基本反映了ARK2021年的境况,近期随着科技股遭遇重挫,ARK的基金资产规模跌破400亿美元。神话破灭后,虽然ARK及木头姐仍有追随者,但将ARK视作操作指南的情绪已经悄然发生变化。面对ARK入场,许多投资者的态度从“冲啊”变成了“逃啊”。</p><p>潮水褪去之后,百度还是那个百度,但木头姐已经不是那个木头姐了。</p>","source":"lsy1568072423709","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>错判百度,“科技女股神”割肉离场</title>\n<style 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}\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错判百度,“科技女股神”割肉离场\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-18 12:00 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2021-05-17/doc-ikmxzfmm3032293.shtml><strong>大摩财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>从财富指南到选股瘟神,方舟投资(Ark Invest)掌门人、被誉为“女版巴菲特”的凯茜·伍德(Cathie Wood,人称木头姐)只需要一个百度的距离。已经过去的2020年,ARK顺风顺水大放异彩,这一年,ARK旗下五支主动基金均走出了一条陡峭的上涨曲线。有如此业绩加持,加上ARK的彪悍作风:重仓科技股,非常注重大众传播(不仅在社交媒体上大方公布自身的研究成果,官网还会公开持仓结构,每个交易日...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-05-17/doc-ikmxzfmm3032293.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ae9749d6ae014d072e09697e7b2d199a","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","BIDU":"百度"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-05-17/doc-ikmxzfmm3032293.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122263565","content_text":"从财富指南到选股瘟神,方舟投资(Ark Invest)掌门人、被誉为“女版巴菲特”的凯茜·伍德(Cathie Wood,人称木头姐)只需要一个百度的距离。已经过去的2020年,ARK顺风顺水大放异彩,这一年,ARK旗下五支主动基金均走出了一条陡峭的上涨曲线。有如此业绩加持,加上ARK的彪悍作风:重仓科技股,非常注重大众传播(不仅在社交媒体上大方公布自身的研究成果,官网还会公开持仓结构,每个交易日更新每个产品的每日持仓细节等),让投资者随便“抄作业”,ARK因此一度成为散户之光,许多人选择跟着它吃肉喝汤。ARK发展史中最有名的案例是在特斯拉股价在低位徘徊的时候重仓,并赚得盆满钵满,但对于中国投资者而言,ARK为更多人知还是在其重仓百度以后。有投资特斯拉的经典案例在前,市场对于ARK押注百度的做法寄予很高期待,但现实已经证明,女神的光环,并没有那么持久。ARK与百度的蜜月ARK与百度的蜜月,是从2020年12月开始的。根据ARK的年报披露,其在2020年上半年已经持有部分百度股票(由ARKQ和ARKW两支基金持有),百度被其归入互动媒体和服务板块。ARKQ相关持仓数据(数据截至2020年7月31日)ARKW相关持仓数据(数据截至2020年7月31日)二者关系在12月发生质变:2020年12月10日,ARK旗下专注于投资颠覆性创新上市公司的基金ARKK首次建仓百度,购入17万股百度股票,之后连续分批加仓,到了12月30日,ARKK的百度持仓量飙升至170万股,与此同时,ARK旗下另外一支基金ARKW也开始购入百度股票,自此,ARK旗下三大基金ARKK、ARKQ及ARKW均拥有百度仓位。ARK的加持,让正进入复苏轨道的百度股价直接坐上火箭,跟着ARK买百度成为彼时许多散户的选择。ARK为何有如此大的魔力?作为ARK掌门人,出生于1956年的木头姐现已年过六旬,从南加州大学金融经济学专业毕业后,她先后在Capital Research、Jennison Associates、Tupelo Capital 、联博资产工作,一路从助理经济师做到投资长。2013年,她从联博辞职创业,于第二年1月成立了ARK Invest。从成立始,ARK Invest就主要聚焦科技领域,投资集中在人工智能、自动驾驶、金融科技、基因测序、机器人、3D 打印六个领域。简单粗暴的说,ARK的喜好其实与过去几年一级市场最热衷的领域是一致的,只是相较一级市场通过早期投资换取后期成长杠杆的策略,面向二级市场会更加考验基金的眼光,当然与风险并存的就是抓住创新公司带来的巨大财富机会。这一策略在特斯拉上体现的淋漓尽致:2018年,当特斯拉深陷华尔街做空泥潭导致马斯克计划将特斯拉私有化之际,木头姐发表公开信对特斯拉表示支持。她预计特斯拉股价在未来五年将达到4000美元,特斯拉是资本错配的缩影,当市场明白这一点时,特斯拉的股价会上涨,到时投资者们将会为现在的短视后悔莫及。特斯拉股价在2020年一路攀升的结局回应了木头姐之前的预言,在大赚一笔的同时,木头姐及ARK也被送上神坛。就是在这样的光环笼罩下,2020年12月,当ARK将目光瞄准已经传出造车传闻的百度,进入2021年之后,ARK仍在持续加仓百度,到1月中旬,ARK旗下基金共持有超270万股百度股票,价值接近6亿美元。在ARK三支旗舰ETF中,百度是ARKQ Autonomous Tech and Robo 自动化基金的第8大持仓,也是ARKK Disruptive Innovation 颠覆式创新基金前15大持仓中唯一中概股。如同此前力挺马斯克一样,木头姐竭力对市场推销其押注的公司,在3月份接受雅虎财经采访时,她如此解释重仓百度的原因,“电动车突破续航限制后,自动驾驶是发展的必然。从百度目前来看,它对自动驾驶领域雄心勃勃,而且百度不是一家传统的汽车制造企业,它是做搜索引擎起家的,配合地图导航等等更接近于科技公司,而且它的自动驾驶项目推进非常快。”搭上造车东风,又有ARK加仓背书,多重因素助推下,百度的股价一路高歌猛进。百度股价走势有2020年新造车营造的资本狂欢在前,一个与特斯拉相似的故事似乎已在市场面前徐徐展开。百度资本局ARK带头买买买的同时,百度也在紧锣密鼓的谋划自己的资本局。造车传闻在市场上撩拨了投资者一个月以后,今年1月11日,百度正式官宣了入场造车的消息,宣布正式组建一家智能汽车公司,以整车制造商的身份进军汽车行业。吉利控股集团将成为新公司的战略合作伙伴。百度股价被续上了更充足的燃料,持续走高,一度触及340美元高点,市值突破1200亿美元大关。给市场讲出新故事后,赴港二次上市的计划也迅速推进。3月9日晚间,港股披露百度二次上市招股书,3月12日展开招股,3月23日一早登录港交所首日挂牌,跑步上市仅用了短短10个工作日。上市首日,百度高开0.79%,报254港元/股,募资净额236.82亿港元。对于百度的前景,多家机构呈现非常乐观的态度,例如中信证券基于SOTP方法为百度估值,给予公司360美元/ADR的目标价以及“买入”评级。中信证券方面认为,百度移动生态估值约600亿美元,百度智能驾驶估值在百亿美元量级,百度云可望达到170-200亿美元量级,同时硬件业务会持续收益5GAIoT红利,爱奇艺也有望持续提升运营效率。同样对百度持乐观态度的还有中金,其认为Apollo汽车智能化业务板块估值可达258亿美元,给予Robotaxi 281亿美元估值。中金同时认为,Apollo将成为公司未来重要成长引擎和估值切换的最重要依据。对百度给予394.21美元目标价,维持跑赢行业评级。美股涨了,港股上了,低迷已久的百度在资本市场一时春风得意。但是细拆百度财报和基本面,以上分析的现实支撑其实非常脆弱。2020年,百度业绩并不算亮眼,该年四个季度,百度营收同比变动分别为-7%、-1%、1%、5%,同比下滑或者略有上涨的表现可谓惨淡。一方面,百度核心业务(Baidu core,财报对此的解释为搜索服务与交易服务的组合)营收增长缓慢甚至出现负增长。2020年一季度,百度核心业务营收同比下降13%,二季度同比下降3%,三季度缓慢回暖同比上涨2%,四季度同比上涨6%。另一方面,百度核心业务依然是百度最大的现金牛,占营收比重超70%,很难让投资者对百度的增长空间产生乐观想象。同时,投入多年的新业务在营收层面乏善可陈。也就是说,新业务带来的实际回报有限,而老业务已经疲态尽显。同时被部分分析机构视为百度未来强劲增长引擎的Apollo业务,过去两三年在内部事实上命途多舛,而且模式还面临天然矛盾,即车厂很难将核心领域拱手相让。百度股价在2020年三季度逐渐抬头一是得益于大环境——多国政府实施量化宽松政策,中美等地大量散户入市,资本市场资金充沛,助推股市上涨。其二百度2020年前三季度利空出净,核心业务在三季度逐渐复苏,在此背景下,股价长期低迷引发市场做多情绪短期升温,四季度呈现估值修复行情。12月曝出的造车消息以及ARK的示范效应助推百度股价一飞冲天,但强心剂的效用毕竟不持久,在触及340美元最高点后,百度股价震荡下行,5月14日已跌破180美元关口,市值回落到600亿美元出头,来到“解放前”。割肉离场百度如此萎靡的表现让ARK备受打击。根据ARK一季报披露,截至3月31日,ARKQ仓位结构中百度仍旧排第三位,占比5.1%;ARKK仓位结构中百度排第六位,占比3.3%。ARKQ持仓情况ARKK持仓情况重仓百度对ARKQ的业绩影响十分明显,根据一季报披露,百度是拖累ARKQ业绩表现的第一名。ARK在一季度财报中直言,百度是影响ARKQ一季度业绩表现的最大因素之一,而ARK对百度股价不断下跌的分析是Archegos(前段时间引发市场热议的对冲基金经理Bill Hwang爆仓事件)清算迫使投行抛售,引发市场恐慌;中概股退市风波,以及政府相关动作。虽然嘴上说百度跌都怪别人不怪百度,但实际行动上ARK果断选择了割肉离场。进入5月,ARK连续几个交易日抛售百度。根据ARK 5月14日披露的信息,目前ARK旗下基金持有的百度股份已经大幅缩减。ARKK持仓ARKQ持仓ARKW持仓作为ARK旗下的旗舰基金,ARKK持有的百度仓位占比已经降至0.02%,ARK对百度的态度可见一斑。在百度上栽的跟头基本反映了ARK2021年的境况,近期随着科技股遭遇重挫,ARK的基金资产规模跌破400亿美元。神话破灭后,虽然ARK及木头姐仍有追随者,但将ARK视作操作指南的情绪已经悄然发生变化。面对ARK入场,许多投资者的态度从“冲啊”变成了“逃啊”。潮水褪去之后,百度还是那个百度,但木头姐已经不是那个木头姐了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370556484,"gmtCreate":1618614729648,"gmtModify":1634291811517,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://static.tigerbbs.com/c70d7f0c9b6e4e3a4bba3c2631b52536","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565589093188306","authorIdStr":"3565589093188306"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370556484","repostId":"1198410511","repostType":4,"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346716686,"gmtCreate":1618112442145,"gmtModify":1634294848073,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://static.tigerbbs.com/c70d7f0c9b6e4e3a4bba3c2631b52536","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565589093188306","authorIdStr":"3565589093188306"},"themes":[],"htmlText":"谢谢分享","listText":"谢谢分享","text":"谢谢分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346716686","repostId":"2126006034","repostType":4,"repost":{"id":"2126006034","weMediaInfo":{"introduction":"美股研究社,一个专注研究美股的平台,专业的美股投资人都在这。想了解美国股市行情、美股开户、美股资讯、美股公司;想获得一手美股重磅信息;想加入美股交流社群,敬请关注我们吧。","home_visible":0,"media_name":"美股研究社","id":"1074069735","head_image":"https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6"},"pubTimestamp":1618049504,"share":"https://www.laohu8.com/m/news/2126006034?lang=&edition=full","pubTime":"2021-04-10 18:11","market":"us","language":"zh","title":"“木头姐”心仪的三只股,谁最值得投资者“打Call”?","url":"https://stock-news.laohu8.com/highlight/detail?id=2126006034","media":"美股研究社","summary":"下面是三支遭受重创的Cathie Wood股票,它们是目前特别值得买入的股票。","content":"<p>即使是最好的投资者也会经历艰难时期。方舟投资公司创始人兼首席执行官Cathie Wood就是这样。Wood管理的五大交易所交易基金(ETFs)的股价远低于今年早些时候的高点。</p><p>然而,股市回调为其他投资者提供了巨大的机会,让他们可以买进方舟ETF所拥有的最好公司的股票。下面是三支遭受重创的Cathie Wood股票,它们是目前特别值得买入的股票。</p><p><b>Sea Limite(SE.US)</b></p><p>Sea Limited 在Wood的<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>中排名第五。它是ARK Next Generation Internet ETF的第10大持仓。该公司股价已较2月份创下的高点下跌逾12%。</p><p>当然,该公司在3月初宣布了第四季度的大幅亏损。然而,该股的下跌更多地与投资者从成长型股票中撤出有关,而不是与Sea的基础业务有关。实际上,公司的业务正在蓬勃发展。</p><p>Sea的数字娱乐部门正从《Free Fire》的成功中赚得盆满钵满,《Free Fire》是拉丁美洲和东南亚连续6个季度营收最高的手机游戏。这项业务实质上是在补贴该公司专注于数字金融和电子商务的亏损部门。</p><p>然而,我认为Sea的长期前景对这三项企业都非常有利。Free Fire仍然是全球手机游戏巨头。Sea的Shopee电子商务平台在东南亚、印度尼西亚等市场处于领先地位,并持续实现强劲的收入增长。该公司的SeaMoney移动钱包也在加速发展。</p><p>我希望Sea的底线会有所改善,并且我希望它的股价能很好地反弹。</p><p><b>Square(SQ.US)</b></p><p>Wood最喜欢的股票莫过于Square(NYSE:SQ)。该股是<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>持有的最大股票,也是ARK Innovation ETF和ARK Next Generation Internet ETF的第二大头寸。但Square的股价较2月份的高点下跌了11%。</p><p>与Sea Limited的情况一样,Square的回调主要是市场轮转的结果。尽管该公司的卖家生态系统受到了COVID-19大流行的负面影响,但第四季度出现了改善的迹象。疫苗供应的增加预示着2021年剩余时间的表现将更加强劲。</p><p>与此同时,Square的现金应用数字钱包仍然是该公司的一个巨大增长故事。今年第四季度,现金应用毛利润同比飙升162%。通过推动相关产品和服务(如现金卡和借记卡)的使用,Square应该能够实现更大的增长。</p><p>今年3月,随着Square金融服务部门开始银行业务,该公司实现了一个重要的里程碑。在联邦特许银行的保护下,Square将能够为其商业客户提供更多的金融服务。随着时间的推移,这家金融科技巨头可能会扩大其银行服务。</p><p>从很多方面来看,Square在颠覆金融服务业方面的努力才刚刚起步。它的股价还有很大的上涨空间。</p><p><b>Teladoc Health(TDOC.US)</b></p><p>在<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>持股最多的公司中,Teladoc Health的持股量仅次于Square。这家虚拟护理行业的领军企业是ARK Next Generation Internet ETF的第四大持仓,在ARK Genomic Revolution ETF位列第一。尽管Wood很喜欢Teladoc的股票,但其股价已从2月份的高点下跌了近40%。</p><p>机构投资者将资金从成长型股票上转移,是Teladoc表现不佳的一个原因。然而,该公司也预计2021年第四季度的收入增长将放缓。此外,<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>宣布计划于今年夏天进军远程医疗市场。</p><p>对于这一切,我的回答只是着眼于Teladoc的长期前景。虚拟医疗仍处于早期阶段。McKinsey咨询公司预测,疫情结束后,美国虚拟医疗市场每年将达到2500亿美元。Teladoc的机会也不仅仅局限于美国。</p><p>我认为,毫无疑问,这是一个足够大的市场,足以支持多个赢家。Teladoc的领先优势、市场占有率(目前其客户占《财富》500强企业的40%以上),以及产品和服务的范围,使公司具有坚实的竞争优势。</p><p>2020年,由于大流行,远程医疗需求前所未有地激增,收入增长将有所放缓,这是完全可以理解的。而从长远来看,Teladoc应该能够持续强劲增长。</p>","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”心仪的三只股,谁最值得投资者“打Call”?</title>\n<style 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}\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”心仪的三只股,谁最值得投资者“打Call”?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股研究社 </p>\n<p class=\"h-time\">2021-04-10 18:11</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>即使是最好的投资者也会经历艰难时期。方舟投资公司创始人兼首席执行官Cathie Wood就是这样。Wood管理的五大交易所交易基金(ETFs)的股价远低于今年早些时候的高点。</p><p>然而,股市回调为其他投资者提供了巨大的机会,让他们可以买进方舟ETF所拥有的最好公司的股票。下面是三支遭受重创的Cathie Wood股票,它们是目前特别值得买入的股票。</p><p><b>Sea Limite(SE.US)</b></p><p>Sea Limited 在Wood的<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>中排名第五。它是ARK Next Generation Internet ETF的第10大持仓。该公司股价已较2月份创下的高点下跌逾12%。</p><p>当然,该公司在3月初宣布了第四季度的大幅亏损。然而,该股的下跌更多地与投资者从成长型股票中撤出有关,而不是与Sea的基础业务有关。实际上,公司的业务正在蓬勃发展。</p><p>Sea的数字娱乐部门正从《Free Fire》的成功中赚得盆满钵满,《Free Fire》是拉丁美洲和东南亚连续6个季度营收最高的手机游戏。这项业务实质上是在补贴该公司专注于数字金融和电子商务的亏损部门。</p><p>然而,我认为Sea的长期前景对这三项企业都非常有利。Free Fire仍然是全球手机游戏巨头。Sea的Shopee电子商务平台在东南亚、印度尼西亚等市场处于领先地位,并持续实现强劲的收入增长。该公司的SeaMoney移动钱包也在加速发展。</p><p>我希望Sea的底线会有所改善,并且我希望它的股价能很好地反弹。</p><p><b>Square(SQ.US)</b></p><p>Wood最喜欢的股票莫过于Square(NYSE:SQ)。该股是<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>持有的最大股票,也是ARK Innovation ETF和ARK Next Generation Internet ETF的第二大头寸。但Square的股价较2月份的高点下跌了11%。</p><p>与Sea Limited的情况一样,Square的回调主要是市场轮转的结果。尽管该公司的卖家生态系统受到了COVID-19大流行的负面影响,但第四季度出现了改善的迹象。疫苗供应的增加预示着2021年剩余时间的表现将更加强劲。</p><p>与此同时,Square的现金应用数字钱包仍然是该公司的一个巨大增长故事。今年第四季度,现金应用毛利润同比飙升162%。通过推动相关产品和服务(如现金卡和借记卡)的使用,Square应该能够实现更大的增长。</p><p>今年3月,随着Square金融服务部门开始银行业务,该公司实现了一个重要的里程碑。在联邦特许银行的保护下,Square将能够为其商业客户提供更多的金融服务。随着时间的推移,这家金融科技巨头可能会扩大其银行服务。</p><p>从很多方面来看,Square在颠覆金融服务业方面的努力才刚刚起步。它的股价还有很大的上涨空间。</p><p><b>Teladoc Health(TDOC.US)</b></p><p>在<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>持股最多的公司中,Teladoc Health的持股量仅次于Square。这家虚拟护理行业的领军企业是ARK Next Generation Internet ETF的第四大持仓,在ARK Genomic Revolution ETF位列第一。尽管Wood很喜欢Teladoc的股票,但其股价已从2月份的高点下跌了近40%。</p><p>机构投资者将资金从成长型股票上转移,是Teladoc表现不佳的一个原因。然而,该公司也预计2021年第四季度的收入增长将放缓。此外,<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>宣布计划于今年夏天进军远程医疗市场。</p><p>对于这一切,我的回答只是着眼于Teladoc的长期前景。虚拟医疗仍处于早期阶段。McKinsey咨询公司预测,疫情结束后,美国虚拟医疗市场每年将达到2500亿美元。Teladoc的机会也不仅仅局限于美国。</p><p>我认为,毫无疑问,这是一个足够大的市场,足以支持多个赢家。Teladoc的领先优势、市场占有率(目前其客户占《财富》500强企业的40%以上),以及产品和服务的范围,使公司具有坚实的竞争优势。</p><p>2020年,由于大流行,远程医疗需求前所未有地激增,收入增长将有所放缓,这是完全可以理解的。而从长远来看,Teladoc应该能够持续强劲增长。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://gimg2.baidu.com/image_search/src=http%3A%2F%2Finews.gtimg.com%2Fnewsapp_bt%2F0%2F13178222039%2F641&refer=http%3A%2F%2Finews.gtimg.com&app=2002&size=f9999,10000&q=a80&n=0&g=0n&fmt=jpeg?sec=1619929481&t=d215d79061ca1426fcf3fc9ef6561e9f","relate_stocks":{"SQ":"Block","SE":"Sea Ltd","ARKK":"ARK Innovation ETF","TDOC":"Teladoc Health Inc."},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2126006034","content_text":"即使是最好的投资者也会经历艰难时期。方舟投资公司创始人兼首席执行官Cathie Wood就是这样。Wood管理的五大交易所交易基金(ETFs)的股价远低于今年早些时候的高点。然而,股市回调为其他投资者提供了巨大的机会,让他们可以买进方舟ETF所拥有的最好公司的股票。下面是三支遭受重创的Cathie Wood股票,它们是目前特别值得买入的股票。Sea Limite(SE.US)Sea Limited 在Wood的ARK Fintech Innovation ETF中排名第五。它是ARK Next Generation Internet ETF的第10大持仓。该公司股价已较2月份创下的高点下跌逾12%。当然,该公司在3月初宣布了第四季度的大幅亏损。然而,该股的下跌更多地与投资者从成长型股票中撤出有关,而不是与Sea的基础业务有关。实际上,公司的业务正在蓬勃发展。Sea的数字娱乐部门正从《Free Fire》的成功中赚得盆满钵满,《Free Fire》是拉丁美洲和东南亚连续6个季度营收最高的手机游戏。这项业务实质上是在补贴该公司专注于数字金融和电子商务的亏损部门。然而,我认为Sea的长期前景对这三项企业都非常有利。Free Fire仍然是全球手机游戏巨头。Sea的Shopee电子商务平台在东南亚、印度尼西亚等市场处于领先地位,并持续实现强劲的收入增长。该公司的SeaMoney移动钱包也在加速发展。我希望Sea的底线会有所改善,并且我希望它的股价能很好地反弹。Square(SQ.US)Wood最喜欢的股票莫过于Square(NYSE:SQ)。该股是ARK Fintech Innovation ETF持有的最大股票,也是ARK Innovation ETF和ARK Next Generation Internet ETF的第二大头寸。但Square的股价较2月份的高点下跌了11%。与Sea Limited的情况一样,Square的回调主要是市场轮转的结果。尽管该公司的卖家生态系统受到了COVID-19大流行的负面影响,但第四季度出现了改善的迹象。疫苗供应的增加预示着2021年剩余时间的表现将更加强劲。与此同时,Square的现金应用数字钱包仍然是该公司的一个巨大增长故事。今年第四季度,现金应用毛利润同比飙升162%。通过推动相关产品和服务(如现金卡和借记卡)的使用,Square应该能够实现更大的增长。今年3月,随着Square金融服务部门开始银行业务,该公司实现了一个重要的里程碑。在联邦特许银行的保护下,Square将能够为其商业客户提供更多的金融服务。随着时间的推移,这家金融科技巨头可能会扩大其银行服务。从很多方面来看,Square在颠覆金融服务业方面的努力才刚刚起步。它的股价还有很大的上涨空间。Teladoc Health(TDOC.US)在ARK Innovation ETF持股最多的公司中,Teladoc Health的持股量仅次于Square。这家虚拟护理行业的领军企业是ARK Next Generation Internet ETF的第四大持仓,在ARK Genomic Revolution ETF位列第一。尽管Wood很喜欢Teladoc的股票,但其股价已从2月份的高点下跌了近40%。机构投资者将资金从成长型股票上转移,是Teladoc表现不佳的一个原因。然而,该公司也预计2021年第四季度的收入增长将放缓。此外,亚马逊宣布计划于今年夏天进军远程医疗市场。对于这一切,我的回答只是着眼于Teladoc的长期前景。虚拟医疗仍处于早期阶段。McKinsey咨询公司预测,疫情结束后,美国虚拟医疗市场每年将达到2500亿美元。Teladoc的机会也不仅仅局限于美国。我认为,毫无疑问,这是一个足够大的市场,足以支持多个赢家。Teladoc的领先优势、市场占有率(目前其客户占《财富》500强企业的40%以上),以及产品和服务的范围,使公司具有坚实的竞争优势。2020年,由于大流行,远程医疗需求前所未有地激增,收入增长将有所放缓,这是完全可以理解的。而从长远来看,Teladoc应该能够持续强劲增长。","news_type":1},"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":348123095,"gmtCreate":1617895036817,"gmtModify":1631886970865,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://static.tigerbbs.com/c70d7f0c9b6e4e3a4bba3c2631b52536","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565589093188306","authorIdStr":"3565589093188306"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAL\">$美国航空(AAL)$</a>赞","listText":"<a 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href=\"https://laohu8.com/S/CNK\">$喜满客影城(CNK)$</a>👍","text":"$喜满客影城(CNK)$👍","images":[{"img":"https://static.tigerbbs.com/d93305bdbf3a48165b440b6474a382bc","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343532643","isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":340705464,"gmtCreate":1617468539558,"gmtModify":1634520849830,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://static.tigerbbs.com/c70d7f0c9b6e4e3a4bba3c2631b52536","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565589093188306","authorIdStr":"3565589093188306"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>赞","listText":"<a 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\n \n 💰 “圣诞行情” 继续... ?➟ ➠ 通用, Tesla 更新... ➟ ➠ 个人持股:一支“投机股”分析...\n \n","listText":"💰 “圣诞行情” 继续... ?➟ ➠ 通用, Tesla 更新... ➟ ➠ 个人持股:一支“投机股”分析...","text":"💰 “圣诞行情” 继续... ?➟ ➠ 通用, Tesla 更新... ➟ ➠ 个人持股:一支“投机股”分析...","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691296886","isVote":1,"tweetType":2,"object":{"id":"d55c8bd92b9349a5b11929049d19fefb","tweetId":"691296886","title":"💰 “圣诞行情” 继续... ?➟ ➠ 通用, Tesla 更新... ➟ ➠ 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