Peter520的个人主页 - 老虎社区

Peter520

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12-17 12:59

$特斯拉(TSLA)$ 最近的空头哭晕在厕所[贱笑] 我会不会很坏[贱笑]

12-15

Replying to @WEIWEI LI:我成本是$30[捂脸]//@WEIWEI LI:大家都是难兄难弟//@Peter520:英特尔[捂脸]

12-12

英特尔[捂脸]

11-09

$特斯拉(TSLA)$ 曾经那个我们熟悉的特斯拉又回来了 [财迷]

10-11

$特斯拉(TSLA)$ 大家应该期待发布会有Model 2，看来失望了，便宜的车就是还没来

07-05

$特斯拉(TSLA)$ 最近的看空者呢？怎么不出来说话了，亏光了？[捂嘴]

03-15

$特斯拉(TSLA)$ 一直给机会真爽，等跌到150全仓买[财迷]

01-26

$特斯拉(TSLA)$ 有人在盘后疯狂抄底？

2023-09-12

$特斯拉(TSLA)$ 今天你是全场最亮的仔[财迷]

2023-08-01

本来就这样，一个基金里一个股票的权重太高肯定要减持的，纳斯达克最近不也是这样做吗

“木头姐”：为什么我看好还要减持特斯拉

2023-07-24

$虎牙(HUYA)$ 什么时候和斗鱼再谈合并啊

2023-07-06

$特斯拉(TSLA)$ 难道财报前要冲击1万亿市值[财迷] [财迷] [财迷]

2023-05-13

$特斯拉(TSLA)$ 今天被大盘硬生生拉下来了，但是你看今天的量多离谱，明显大把人在抄底

2023-05-12

$特斯拉(TSLA)$ 不装了，要往上突破了[贱笑]

2023-04-29

$特斯拉(TSLA)$ 华尔街一直拿利润率说事发放恐慌消息，然后低位扫货，哈哈人家特斯拉还有皮卡车还没交付，听说皮卡车已经有150万辆订单了，所以说龙头股怕什么，不过这只是针对长线投资者，短线很难说

2023-04-22

$逸仙电商(YSG)$ 大机构都不耐烦这只垃圾了，最近疯狂出货

2023-04-20

$特斯拉(TSLA)$ 坐看韩国散户再一次杀进来[得意]

2023-04-20

$特斯拉(TSLA)$ 又可以抄底了[财迷]

2023-03-22

$两倍做多彭博天然气ETF-ProShares(BOIL)$ 这东西怎么每天换手率这么高？自己人在玩？

2023-03-17

$特斯拉(TSLA)$ 感觉最近都涨不上去了，成交量都减少了，资金都过去了芯片股那边去了，快点来点催化剂

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有人在盘后疯狂抄底？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 有人在盘后疯狂抄底？","text":"$特斯拉(TSLA)$ 有人在盘后疯狂抄底？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/267111212015832","isVote":1,"tweetType":1,"viewCount":1606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":218904433832040,"gmtCreate":1694467499666,"gmtModify":1694467500815,"author":{"id":"3568030191514225","authorId":"3568030191514225","name":"Peter520","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568030191514225","authorIdStr":"3568030191514225"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>今天你是全场最亮的仔[财迷]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>今天你是全场最亮的仔[财迷]&nbsp;&nbsp;","text":"$特斯拉(TSLA)$ 今天你是全场最亮的仔[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/218904433832040","isVote":1,"tweetType":1,"viewCount":1741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":204212128120896,"gmtCreate":1690862511835,"gmtModify":1690862513723,"author":{"id":"3568030191514225","authorId":"3568030191514225","name":"Peter520","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568030191514225","authorIdStr":"3568030191514225"},"themes":[],"htmlText":"本来就这样，一个基金里一个股票的权重太高肯定要减持的，纳斯达克最近不也是这样做吗","listText":"本来就这样，一个基金里一个股票的权重太高肯定要减持的，纳斯达克最近不也是这样做吗","text":"本来就这样，一个基金里一个股票的权重太高肯定要减持的，纳斯达克最近不也是这样做吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/204212128120896","repostId":"1154836116","repostType":2,"repost":{"id":"1154836116","kind":"news","weMediaInfo":{"introduction":"中国最具影响力的财经新闻媒体《财经》携手道琼斯媒体集团，引入百年历史的《巴伦》（Barron's）独家内容，打造涵盖全球金融信息、市场动态、行业分析、公司研究及理财顾问评估的全球投资平台。","home_visible":1,"media_name":"巴伦周刊","id":"1063202233","head_image":"https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab"},"pubTimestamp":1690809169,"share":"https://www.laohu8.com/m/news/1154836116?lang=&edition=full","pubTime":"2023-07-31 21:12","market":"us","language":"zh","title":"“木头姐”：为什么我看好还要减持特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=1154836116","media":"巴伦周刊","summary":"我更愿意搭乘一辆我信任的无人驾驶汽车。","content":"<html><head></head><body><blockquote>“和搭乘一辆由我不认识的司机驾驶的汽车相比，我更愿意搭乘一辆我信任的无人驾驶汽车。”</blockquote><p style=\"text-align: justify;\">方舟投资管理公司(ARK Investment Management)创始人兼CEO凯西·伍德(Cathie Wood)以其对颠覆性创新和投资对象抱有的坚定信念而广为人知。2020年，方舟投资旗下的基金因利率大幅下降和成长股的飙升一举成名，吸引了大批投资者，但在接下来的两年里，这些基金因伍德投资的公司股价下滑和利率上升出现了亏损。 </p><p style=\"text-align: justify;\">今年，由于<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、Coinbase Global和Roku等股票大幅上涨，方舟投资卷土重来。截至7月26日，该公司规模约为80亿美元的旗舰基金ARK Innovation (ARKK)上涨了54.5%，相比之下，标普500指数同期上涨了19%。另外几只投资于基因组革命、自动化技术和机器人以及金融技术创新等主题的基金虽然仍远低于2021年初的峰值，但也以类似的幅度跑赢大盘。 </p><p style=\"text-align: justify;\">《巴伦周刊》近日就未来创新这一话题对伍德进行了专访，她谈到了对特斯拉自动驾驶出租车车队的预测、依然看涨加密货币的理由以及生成式人工智能的受益者等。<strong>以下是经过编辑的访谈内容。</strong> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95409a818b0c4b980ef7443dc984bb43\" title=\"图片\" tg-width=\"1080\" tg-height=\"719\"/><span>图片</span></p><p style=\"text-align: justify;\"><strong>《巴伦周刊》：去年秋季到冬季期间，你在斯拉股价下跌时大举买入，今年股价反弹后你一直在减持，这么做的原因是什么？</strong> </p><p style=\"text-align: justify;\"><strong>凯西·伍德：</strong>减持的主要原因是为了更好地管理投资组合。过去六个月，特斯拉股价上涨超过2.5倍，而我们投资的其他一些股票仍接近它们的低点，当特斯拉在投资组合中的权重超过10%时，我们就会减持，将资金配置给那些我们认为没有被其他人充分理解的股票。 </p><p style=\"text-align: justify;\"><strong>《巴伦周刊》：你为特斯拉给出的目标价仍为2000美元，特斯拉近期股价为264美元，不少持怀疑态度的人士说你对电动汽车销量和自动驾驶出租车业务的预期过高。</strong></p><p style=\"text-align: justify;\"><strong>凯西·伍德：</strong>特斯拉降价以来，我们对该公司更有信心了，特斯拉是少数几家有能力降价的汽车制造商之一，因为该公司的电池成本正在下降，其他电池成本高得多的汽车制造商将受到不利影响。去年全球共售出700万辆电动汽车，到2027年，我们预计全球电动汽车销量将达到6000万辆，我们还预计特斯拉能够保持目前的市场份额。 </p><p style=\"text-align: justify;\"><strong>《巴伦周刊》：你对特斯拉自动驾驶出租车业务的预期也很高：到2027年，息税折旧及摊销前利润(Ebitda)将达到2270亿美元，比<a href=\"https://laohu8.com/S/AAPL\">苹果</a>目前的Ebitda还高。为什么对特斯拉的这项业务如此有信心？</strong> </p><p style=\"text-align: justify;\"><strong>凯西·伍德：</strong>自动驾驶汽车的概念已经得到了验证。去年12月，我搭乘一辆Cruise自动驾驶汽车前往我儿子在旧金山的公寓，往返花了大约半小时的时间。</p><p style=\"text-align: justify;\">特斯拉的竞争优势在于，该公司拥有数十亿英里的现实驾驶数据，这些数据被用来训练模型，教汽车如何适应罕见情况。目前没人能够做到这一点，因为他们没有这么多的数据。 </p><p style=\"text-align: justify;\">我们认为，特斯拉在成为美国的自动驾驶出租车平台方面拥有核心优势，该公司对这项服务的定价将低于<a href=\"https://laohu8.com/S/UBER\">优步</a>和Lyft。在新技术的帮助下，让成本下降的是单位增长率。我们认为，和电动汽车一样，特斯拉这项业务的成本将随着规模的扩大而下降。 </p><p style=\"text-align: justify;\"><strong>《巴伦周刊》：从出行安全的角度来看，人们在三到四年内会放心搭乘机器人出租车这一预期合理吗？</strong> </p><p style=\"text-align: justify;\"><strong>凯西·伍德：</strong>我不知道你怎么看这个问题，但和搭乘一辆由我不认识的司机驾驶的汽车相比，我更愿意搭乘一辆我信任的无人驾驶汽车。每年大约有4.5万人死于车祸，其中80%到85%是人为失误造成的，如果我们把人为因素排除在外，事故就会少得多。</p><p style=\"text-align: justify;\">已经有数据可以证明这一点：支持全自动驾驶的特斯拉汽车每行驶320万英里发生一次事故，而由人类司机驾驶的特斯拉汽车每行驶60万英里发生一次事故，一般汽车平均每行驶50万英里发生一次事故。 </p><p style=\"text-align: justify;\"><strong>《巴伦周刊》：你最近还抛售了<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的股票，为什么？</strong></p><p style=\"text-align: justify;\"><strong>凯西·伍德：</strong>很多人对我们旗舰基金清仓英伟达的决定小题大做，一些人认为我们不关注估值，但其实正是估值让我们做出清仓英伟达的决定，英伟达目前的市销率太高了。 </p><p style=\"text-align: justify;\"><strong>《巴伦周刊》：上个月你建仓了<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>，是什么吸引了你？</strong> </p><p style=\"text-align: justify;\"><strong>凯西·伍德：</strong>Meta从元宇宙转向人工智能(AI)是股票由跌转涨的重要原因之一，用户黏度数据好于预期是另一个原因。Meta有一个细分策略——年龄较大的人用Facebook，年轻人用Instagram和WhatsApp，Threads的情况还有待观察，但我认为它不会和<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>一样。 </p><p style=\"text-align: justify;\"><strong>《巴伦周刊》：加密货币交易所Coinbase Global是你投资的另一家公司，在监管环境发生变化之际，过去一个月Coinbase上涨了一倍，接下来呢？</strong> </p><p style=\"text-align: justify;\"><strong>凯西·伍德：</strong>过去六个月发生了一些非常重要的变化。起初，我们关注的只是行政部门的监管举措，主要是美国证券交易委员会(SEC)及该机构主席加里·詹斯勒(Gary Gensler)的监管举措，但现在，美国政府的司法部门和立法部门正在采取行动，它们认为SEC作为监管机构在行使其权力时越界了。 </p><p style=\"text-align: justify;\">法院正在对SEC的章程提出质疑，此外，赔率公司认为，SEC将输掉对Grayscale Investment和Ripple Labs提起的诉讼。 </p><p style=\"text-align: justify;\"><em>（在《巴伦周刊》采访伍德后不久，美国一名地方法院法官裁定，Ripple在公开交易所出售XRP代币的行为并未违反联邦证券法，XRP代币相当于直接出售给机构投资者的未登记的证券。在加密货币行业与SEC就其产品是否属于SEC管辖范围展开斗争之际，这项裁决被视为该行业一个里程碑式的胜利。） </em></p><p style=\"text-align: justify;\">与此同时，立法部门已经意识到加密货币是一个新的资产类别，需要设置新的立法机构给监管机构一些指导。司法部门和立法部门给了我们很大的信心，让我们相信Coinbase会成为赢家。许多Coinbase的竞争对手要么没有进入美国，要么因为美国的监管体系而退出，Coinbase一直在战斗，我们认为该公司会获得相应的奖励。 </p><p style=\"text-align: justify;\"><strong>《巴伦周刊》：你为什么仍然看涨加密货币？</strong></p><p style=\"text-align: justify;\"><strong>凯西·伍德：</strong>我们看到了加密货币带来的三个变革。第一个变革——货币革命——由比特币主导，今年早些时候地区性银行股崩盘时，比特币从19000美元涨至30000美元，这是最强有力的证据。我们认为，那一轮上涨是因为投资者转向安全资产躲避风险，而且预计这一转向的速度会加快。如今我们看到的中央货币体系已经走偏了，我们可能会“回到未来”，即回到一个美联储诞生之前、没有政府监督的数字化、基于规则的货币体系下。 </p><p style=\"text-align: justify;\">第二个变革发生在金融服务领域，即DeFi（去中心化金融），它将以以太坊为基础，现在有很多基础设施供应商，这是一个适者生存的游戏，我很期待看到谁会胜出。 </p><p style=\"text-align: justify;\">第三个变革是数字产权，即NFT（非同质化代币）或元宇宙。人们已经开始在虚拟世界里买房产了，我们公司一些年轻的研究助理不穿名牌牛仔裤和T恤，但他们正在虚拟世界里获得自己的地位。</p><p style=\"text-align: justify;\"><strong>《巴伦周刊》：目前投资者非常关注人工智能的发展，什么样的公司将从生成式人工智能中受益，投资者应该怎样抓住人工智能带来的机会？</strong> </p><p style=\"text-align: justify;\"><strong>凯西·伍德：</strong>当我们从人工智能的角度看股票时，我们主要看三点，首先是领域专业知识和有远见的管理层，第二是良好的分销网络，第三是专有数据，这一点非常重要，这些数据可以用来训练人工智能模型，从而改进产品和服务，降低成本，提高生产率。 </p><p style=\"text-align: justify;\">目前全球知识型工作者的总薪酬是32万亿美元，如果我们的看法是对的，现在是知识型工作者的“装配线时刻”，薪酬成本将下降，生产率将显著提高，任何没有考虑到这一点的公司都将在竞争中遇到问题，因为许多市场将出现赢家通吃的局面。</p><p style=\"text-align: justify;\">Twilio (TWLO)拥有企业和消费者之间数万亿次互动的数据，因此我们认为该公司将成为一个巨大的受益者。我们还认为，远程医疗服务公司Teladoc Health (TDOC)最有可能成为美国医疗保健信息领域的中坚力量，由于Teladoc上的医生必须看到患者的电子健康记录，因此该公司正在快速收集信息，未来Teladoc的模型可以为医生提供最佳治疗方案的建议。 </p><p style=\"text-align: justify;\"><strong>《巴伦周刊》：还有哪些颠覆性技术正在酝酿之中？</strong> </p><p style=\"text-align: justify;\"><strong>凯西·伍德：</strong>我预计会出现更多罕见疾病的治疗方法，因为各种各样的基因测序使我们能够识别基因组中的突变，然后使用Crispr基因编辑疗法来重新编程。 </p><p style=\"text-align: justify;\">随着自动驾驶出租车平台的兴起，与之相关的成本将下降，道路将变得更加拥挤，这意味着更多的商业活动将出现在空域，我们看好无人机运送食品、杂货和医疗用品的前景，未来我们会看到更多的无人机和电动垂直起降飞行器(EVTOLs)。几年之内，我们就能以今天搭乘出租车的价格乘坐空中出租车从曼哈顿飞往肯尼迪机场。 </p><p style=\"text-align: justify;\"><strong>《巴伦周刊》：有没有哪只股票你曾经很看好，但后来改变了想法?</strong></p><p style=\"text-align: justify;\"><strong>凯西·伍德：</strong>我们曾经在很长一段时间里持有<a href=\"https://laohu8.com/S/ILMN\">Illumina</a> (ILMN)的股票，但在2020年底退出了对该公司的投资。我们认为Illumina把基因组测序价格维持在1000美元是犯了一个战略性的错误，这是创新中的一个致命错误，你必须把成本的下降转嫁给客户，才能让更多人使用到这项技术，进而享受成本的进一步下降。这让Pacific Biosciences of California (PACB)获得了一个迎头赶上的机会，我们卖掉了Illumina的股票，尽可能多地买了Pacific Biosciences of California的股票。 </p><p style=\"text-align: justify;\"><strong>《巴伦周刊》：谢谢。</strong></p></body></html>","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\" 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}\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”：为什么我看好还要减持特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1063202233\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">巴伦周刊 </p>\n<p class=\"h-time\">2023-07-31 21:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>“和搭乘一辆由我不认识的司机驾驶的汽车相比，我更愿意搭乘一辆我信任的无人驾驶汽车。”</blockquote><p style=\"text-align: justify;\">方舟投资管理公司(ARK Investment Management)创始人兼CEO凯西·伍德(Cathie Wood)以其对颠覆性创新和投资对象抱有的坚定信念而广为人知。2020年，方舟投资旗下的基金因利率大幅下降和成长股的飙升一举成名，吸引了大批投资者，但在接下来的两年里，这些基金因伍德投资的公司股价下滑和利率上升出现了亏损。 </p><p style=\"text-align: justify;\">今年，由于<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、Coinbase Global和Roku等股票大幅上涨，方舟投资卷土重来。截至7月26日，该公司规模约为80亿美元的旗舰基金ARK Innovation (ARKK)上涨了54.5%，相比之下，标普500指数同期上涨了19%。另外几只投资于基因组革命、自动化技术和机器人以及金融技术创新等主题的基金虽然仍远低于2021年初的峰值，但也以类似的幅度跑赢大盘。 </p><p style=\"text-align: justify;\">《巴伦周刊》近日就未来创新这一话题对伍德进行了专访，她谈到了对特斯拉自动驾驶出租车车队的预测、依然看涨加密货币的理由以及生成式人工智能的受益者等。<strong>以下是经过编辑的访谈内容。</strong> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95409a818b0c4b980ef7443dc984bb43\" title=\"图片\" tg-width=\"1080\" tg-height=\"719\"/><span>图片</span></p><p style=\"text-align: justify;\"><strong>《巴伦周刊》：去年秋季到冬季期间，你在斯拉股价下跌时大举买入，今年股价反弹后你一直在减持，这么做的原因是什么？</strong> </p><p style=\"text-align: justify;\"><strong>凯西·伍德：</strong>减持的主要原因是为了更好地管理投资组合。过去六个月，特斯拉股价上涨超过2.5倍，而我们投资的其他一些股票仍接近它们的低点，当特斯拉在投资组合中的权重超过10%时，我们就会减持，将资金配置给那些我们认为没有被其他人充分理解的股票。 </p><p style=\"text-align: justify;\"><strong>《巴伦周刊》：你为特斯拉给出的目标价仍为2000美元，特斯拉近期股价为264美元，不少持怀疑态度的人士说你对电动汽车销量和自动驾驶出租车业务的预期过高。</strong></p><p style=\"text-align: justify;\"><strong>凯西·伍德：</strong>特斯拉降价以来，我们对该公司更有信心了，特斯拉是少数几家有能力降价的汽车制造商之一，因为该公司的电池成本正在下降，其他电池成本高得多的汽车制造商将受到不利影响。去年全球共售出700万辆电动汽车，到2027年，我们预计全球电动汽车销量将达到6000万辆，我们还预计特斯拉能够保持目前的市场份额。 </p><p style=\"text-align: justify;\"><strong>《巴伦周刊》：你对特斯拉自动驾驶出租车业务的预期也很高：到2027年，息税折旧及摊销前利润(Ebitda)将达到2270亿美元，比<a href=\"https://laohu8.com/S/AAPL\">苹果</a>目前的Ebitda还高。为什么对特斯拉的这项业务如此有信心？</strong> </p><p style=\"text-align: justify;\"><strong>凯西·伍德：</strong>自动驾驶汽车的概念已经得到了验证。去年12月，我搭乘一辆Cruise自动驾驶汽车前往我儿子在旧金山的公寓，往返花了大约半小时的时间。</p><p style=\"text-align: justify;\">特斯拉的竞争优势在于，该公司拥有数十亿英里的现实驾驶数据，这些数据被用来训练模型，教汽车如何适应罕见情况。目前没人能够做到这一点，因为他们没有这么多的数据。 </p><p style=\"text-align: justify;\">我们认为，特斯拉在成为美国的自动驾驶出租车平台方面拥有核心优势，该公司对这项服务的定价将低于<a href=\"https://laohu8.com/S/UBER\">优步</a>和Lyft。在新技术的帮助下，让成本下降的是单位增长率。我们认为，和电动汽车一样，特斯拉这项业务的成本将随着规模的扩大而下降。 </p><p style=\"text-align: justify;\"><strong>《巴伦周刊》：从出行安全的角度来看，人们在三到四年内会放心搭乘机器人出租车这一预期合理吗？</strong> </p><p style=\"text-align: justify;\"><strong>凯西·伍德：</strong>我不知道你怎么看这个问题，但和搭乘一辆由我不认识的司机驾驶的汽车相比，我更愿意搭乘一辆我信任的无人驾驶汽车。每年大约有4.5万人死于车祸，其中80%到85%是人为失误造成的，如果我们把人为因素排除在外，事故就会少得多。</p><p style=\"text-align: justify;\">已经有数据可以证明这一点：支持全自动驾驶的特斯拉汽车每行驶320万英里发生一次事故，而由人类司机驾驶的特斯拉汽车每行驶60万英里发生一次事故，一般汽车平均每行驶50万英里发生一次事故。 </p><p style=\"text-align: justify;\"><strong>《巴伦周刊》：你最近还抛售了<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的股票，为什么？</strong></p><p style=\"text-align: justify;\"><strong>凯西·伍德：</strong>很多人对我们旗舰基金清仓英伟达的决定小题大做，一些人认为我们不关注估值，但其实正是估值让我们做出清仓英伟达的决定，英伟达目前的市销率太高了。 </p><p style=\"text-align: justify;\"><strong>《巴伦周刊》：上个月你建仓了<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>，是什么吸引了你？</strong> </p><p style=\"text-align: justify;\"><strong>凯西·伍德：</strong>Meta从元宇宙转向人工智能(AI)是股票由跌转涨的重要原因之一，用户黏度数据好于预期是另一个原因。Meta有一个细分策略——年龄较大的人用Facebook，年轻人用Instagram和WhatsApp，Threads的情况还有待观察，但我认为它不会和<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>一样。 </p><p style=\"text-align: justify;\"><strong>《巴伦周刊》：加密货币交易所Coinbase Global是你投资的另一家公司，在监管环境发生变化之际，过去一个月Coinbase上涨了一倍，接下来呢？</strong> </p><p style=\"text-align: justify;\"><strong>凯西·伍德：</strong>过去六个月发生了一些非常重要的变化。起初，我们关注的只是行政部门的监管举措，主要是美国证券交易委员会(SEC)及该机构主席加里·詹斯勒(Gary Gensler)的监管举措，但现在，美国政府的司法部门和立法部门正在采取行动，它们认为SEC作为监管机构在行使其权力时越界了。 </p><p style=\"text-align: justify;\">法院正在对SEC的章程提出质疑，此外，赔率公司认为，SEC将输掉对Grayscale Investment和Ripple Labs提起的诉讼。 </p><p style=\"text-align: justify;\"><em>（在《巴伦周刊》采访伍德后不久，美国一名地方法院法官裁定，Ripple在公开交易所出售XRP代币的行为并未违反联邦证券法，XRP代币相当于直接出售给机构投资者的未登记的证券。在加密货币行业与SEC就其产品是否属于SEC管辖范围展开斗争之际，这项裁决被视为该行业一个里程碑式的胜利。） </em></p><p style=\"text-align: justify;\">与此同时，立法部门已经意识到加密货币是一个新的资产类别，需要设置新的立法机构给监管机构一些指导。司法部门和立法部门给了我们很大的信心，让我们相信Coinbase会成为赢家。许多Coinbase的竞争对手要么没有进入美国，要么因为美国的监管体系而退出，Coinbase一直在战斗，我们认为该公司会获得相应的奖励。 </p><p style=\"text-align: justify;\"><strong>《巴伦周刊》：你为什么仍然看涨加密货币？</strong></p><p style=\"text-align: justify;\"><strong>凯西·伍德：</strong>我们看到了加密货币带来的三个变革。第一个变革——货币革命——由比特币主导，今年早些时候地区性银行股崩盘时，比特币从19000美元涨至30000美元，这是最强有力的证据。我们认为，那一轮上涨是因为投资者转向安全资产躲避风险，而且预计这一转向的速度会加快。如今我们看到的中央货币体系已经走偏了，我们可能会“回到未来”，即回到一个美联储诞生之前、没有政府监督的数字化、基于规则的货币体系下。 </p><p style=\"text-align: justify;\">第二个变革发生在金融服务领域，即DeFi（去中心化金融），它将以以太坊为基础，现在有很多基础设施供应商，这是一个适者生存的游戏，我很期待看到谁会胜出。 </p><p style=\"text-align: justify;\">第三个变革是数字产权，即NFT（非同质化代币）或元宇宙。人们已经开始在虚拟世界里买房产了，我们公司一些年轻的研究助理不穿名牌牛仔裤和T恤，但他们正在虚拟世界里获得自己的地位。</p><p style=\"text-align: justify;\"><strong>《巴伦周刊》：目前投资者非常关注人工智能的发展，什么样的公司将从生成式人工智能中受益，投资者应该怎样抓住人工智能带来的机会？</strong> </p><p style=\"text-align: justify;\"><strong>凯西·伍德：</strong>当我们从人工智能的角度看股票时，我们主要看三点，首先是领域专业知识和有远见的管理层，第二是良好的分销网络，第三是专有数据，这一点非常重要，这些数据可以用来训练人工智能模型，从而改进产品和服务，降低成本，提高生产率。 </p><p style=\"text-align: justify;\">目前全球知识型工作者的总薪酬是32万亿美元，如果我们的看法是对的，现在是知识型工作者的“装配线时刻”，薪酬成本将下降，生产率将显著提高，任何没有考虑到这一点的公司都将在竞争中遇到问题，因为许多市场将出现赢家通吃的局面。</p><p style=\"text-align: justify;\">Twilio (TWLO)拥有企业和消费者之间数万亿次互动的数据，因此我们认为该公司将成为一个巨大的受益者。我们还认为，远程医疗服务公司Teladoc Health (TDOC)最有可能成为美国医疗保健信息领域的中坚力量，由于Teladoc上的医生必须看到患者的电子健康记录，因此该公司正在快速收集信息，未来Teladoc的模型可以为医生提供最佳治疗方案的建议。 </p><p style=\"text-align: justify;\"><strong>《巴伦周刊》：还有哪些颠覆性技术正在酝酿之中？</strong> </p><p style=\"text-align: justify;\"><strong>凯西·伍德：</strong>我预计会出现更多罕见疾病的治疗方法，因为各种各样的基因测序使我们能够识别基因组中的突变，然后使用Crispr基因编辑疗法来重新编程。 </p><p style=\"text-align: justify;\">随着自动驾驶出租车平台的兴起，与之相关的成本将下降，道路将变得更加拥挤，这意味着更多的商业活动将出现在空域，我们看好无人机运送食品、杂货和医疗用品的前景，未来我们会看到更多的无人机和电动垂直起降飞行器(EVTOLs)。几年之内，我们就能以今天搭乘出租车的价格乘坐空中出租车从曼哈顿飞往肯尼迪机场。 </p><p style=\"text-align: justify;\"><strong>《巴伦周刊》：有没有哪只股票你曾经很看好，但后来改变了想法?</strong></p><p style=\"text-align: justify;\"><strong>凯西·伍德：</strong>我们曾经在很长一段时间里持有<a href=\"https://laohu8.com/S/ILMN\">Illumina</a> (ILMN)的股票，但在2020年底退出了对该公司的投资。我们认为Illumina把基因组测序价格维持在1000美元是犯了一个战略性的错误，这是创新中的一个致命错误，你必须把成本的下降转嫁给客户，才能让更多人使用到这项技术，进而享受成本的进一步下降。这让Pacific Biosciences of California (PACB)获得了一个迎头赶上的机会，我们卖掉了Illumina的股票，尽可能多地买了Pacific Biosciences of California的股票。 </p><p style=\"text-align: justify;\"><strong>《巴伦周刊》：谢谢。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154836116","content_text":"“和搭乘一辆由我不认识的司机驾驶的汽车相比，我更愿意搭乘一辆我信任的无人驾驶汽车。”方舟投资管理公司(ARK Investment Management)创始人兼CEO凯西·伍德(Cathie Wood)以其对颠覆性创新和投资对象抱有的坚定信念而广为人知。2020年，方舟投资旗下的基金因利率大幅下降和成长股的飙升一举成名，吸引了大批投资者，但在接下来的两年里，这些基金因伍德投资的公司股价下滑和利率上升出现了亏损。 今年，由于特斯拉、Coinbase Global和Roku等股票大幅上涨，方舟投资卷土重来。截至7月26日，该公司规模约为80亿美元的旗舰基金ARK Innovation (ARKK)上涨了54.5%，相比之下，标普500指数同期上涨了19%。另外几只投资于基因组革命、自动化技术和机器人以及金融技术创新等主题的基金虽然仍远低于2021年初的峰值，但也以类似的幅度跑赢大盘。 《巴伦周刊》近日就未来创新这一话题对伍德进行了专访，她谈到了对特斯拉自动驾驶出租车车队的预测、依然看涨加密货币的理由以及生成式人工智能的受益者等。以下是经过编辑的访谈内容。 图片《巴伦周刊》：去年秋季到冬季期间，你在斯拉股价下跌时大举买入，今年股价反弹后你一直在减持，这么做的原因是什么？ 凯西·伍德：减持的主要原因是为了更好地管理投资组合。过去六个月，特斯拉股价上涨超过2.5倍，而我们投资的其他一些股票仍接近它们的低点，当特斯拉在投资组合中的权重超过10%时，我们就会减持，将资金配置给那些我们认为没有被其他人充分理解的股票。 《巴伦周刊》：你为特斯拉给出的目标价仍为2000美元，特斯拉近期股价为264美元，不少持怀疑态度的人士说你对电动汽车销量和自动驾驶出租车业务的预期过高。凯西·伍德：特斯拉降价以来，我们对该公司更有信心了，特斯拉是少数几家有能力降价的汽车制造商之一，因为该公司的电池成本正在下降，其他电池成本高得多的汽车制造商将受到不利影响。去年全球共售出700万辆电动汽车，到2027年，我们预计全球电动汽车销量将达到6000万辆，我们还预计特斯拉能够保持目前的市场份额。 《巴伦周刊》：你对特斯拉自动驾驶出租车业务的预期也很高：到2027年，息税折旧及摊销前利润(Ebitda)将达到2270亿美元，比苹果目前的Ebitda还高。为什么对特斯拉的这项业务如此有信心？ 凯西·伍德：自动驾驶汽车的概念已经得到了验证。去年12月，我搭乘一辆Cruise自动驾驶汽车前往我儿子在旧金山的公寓，往返花了大约半小时的时间。特斯拉的竞争优势在于，该公司拥有数十亿英里的现实驾驶数据，这些数据被用来训练模型，教汽车如何适应罕见情况。目前没人能够做到这一点，因为他们没有这么多的数据。 我们认为，特斯拉在成为美国的自动驾驶出租车平台方面拥有核心优势，该公司对这项服务的定价将低于优步和Lyft。在新技术的帮助下，让成本下降的是单位增长率。我们认为，和电动汽车一样，特斯拉这项业务的成本将随着规模的扩大而下降。 《巴伦周刊》：从出行安全的角度来看，人们在三到四年内会放心搭乘机器人出租车这一预期合理吗？ 凯西·伍德：我不知道你怎么看这个问题，但和搭乘一辆由我不认识的司机驾驶的汽车相比，我更愿意搭乘一辆我信任的无人驾驶汽车。每年大约有4.5万人死于车祸，其中80%到85%是人为失误造成的，如果我们把人为因素排除在外，事故就会少得多。已经有数据可以证明这一点：支持全自动驾驶的特斯拉汽车每行驶320万英里发生一次事故，而由人类司机驾驶的特斯拉汽车每行驶60万英里发生一次事故，一般汽车平均每行驶50万英里发生一次事故。 《巴伦周刊》：你最近还抛售了英伟达的股票，为什么？凯西·伍德：很多人对我们旗舰基金清仓英伟达的决定小题大做，一些人认为我们不关注估值，但其实正是估值让我们做出清仓英伟达的决定，英伟达目前的市销率太高了。 《巴伦周刊》：上个月你建仓了Meta Platforms，是什么吸引了你？ 凯西·伍德：Meta从元宇宙转向人工智能(AI)是股票由跌转涨的重要原因之一，用户黏度数据好于预期是另一个原因。Meta有一个细分策略——年龄较大的人用Facebook，年轻人用Instagram和WhatsApp，Threads的情况还有待观察，但我认为它不会和Twitter一样。 《巴伦周刊》：加密货币交易所Coinbase Global是你投资的另一家公司，在监管环境发生变化之际，过去一个月Coinbase上涨了一倍，接下来呢？ 凯西·伍德：过去六个月发生了一些非常重要的变化。起初，我们关注的只是行政部门的监管举措，主要是美国证券交易委员会(SEC)及该机构主席加里·詹斯勒(Gary Gensler)的监管举措，但现在，美国政府的司法部门和立法部门正在采取行动，它们认为SEC作为监管机构在行使其权力时越界了。 法院正在对SEC的章程提出质疑，此外，赔率公司认为，SEC将输掉对Grayscale Investment和Ripple 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