晶晶妈妈的个人主页 - 老虎社区

晶晶妈妈

晶晶妈妈

暂无个人介绍

IP属地：海外

67关注

1粉丝

9主题

0勋章

08-23

trmd分红，今天买一点

08-20

最近我加仓了lly，trmd，yinn，

08-16

大家加油。希望我们能每个月突破排名

07-23

更恐怖？这取决于你是不是35失业了。如果是，那么65岁退休更恐怖。因为你35失业竟然还要经历65岁退休的双杀，失业还要熬个30年。但是如果你没有失业，那有撒恐怖的？35岁不失业的这批人，到65岁，都不需要等退休，都实现了自己提前退休。

07-09

我不这么认为，美股市场很牛，反而巴菲特也不是那么多。也许巴菲特来中国赚不到什么钱，但是如果巴菲特来到中国，他可能抄底了中国房地产。他可能不一定是做金融。所以他不一定会亏钱。优秀的人和时代，两者之间需要结合。时势造英雄，但是也不是人人可以成为英雄。

07-01

$特斯拉(TSLA)$ 继续买，不用说的

06-28

降息预期下，钱会首先进入港股，显然肯定港股先起来。但是这对a股也是一个信号📶。

06-28

今年我用木兰组合和他的pk，实盘买了她的。只有她的还在亏去年中旬我买了英伟达今年初我买了gme

抱歉，原内容已删除

06-11

$苹果(AAPL)$ 我会看涨，已经买入

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3573189184347582","uuid":"3573189184347582","gmtCreate":1610097281825,"gmtModify":1612061345152,"name":"晶晶妈妈","pinyin":"jjmmjingjingmama","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/826c8bb00a6e0d12c15a0078c1a0dd34","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":67,"tweetSize":9,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":9,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.11.13","exceedPercentage":"80.69%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"45aa8c9032204ad8bee19bb27da4edb8-1","templateUuid":"45aa8c9032204ad8bee19bb27da4edb8","name":"交易笔数","description":"累计达100笔","bigImgUrl":"https://static.tigerbbs.com/f6040a65e0c6e125e4dcfe0101de45ee","smallImgUrl":"https://static.tigerbbs.com/f803dba33fef1aa87b64be09f4f064ee","grayImgUrl":"https://static.tigerbbs.com/5dfa45d4a1e98a2d8c2e1b4253ddd916","redirectLinkEnabled":0,"redirectLink":"https://www.itigerup.com/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.07.11","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5100},{"badgeId":"1f74612b6f95455f970edd02b5316db8-5","templateUuid":"1f74612b6f95455f970edd02b5316db8","name":"收益排行","description":"Top 5%","bigImgUrl":"https://static.tigerbbs.com/28b025635697d2f8cba3e94ec9f33231","smallImgUrl":"https://static.tigerbbs.com/b9d0f04877ffafa61d3f0d06efb58d87","grayImgUrl":"https://static.tigerbbs.com/0b3045db9a2ba37916c82e771c62bd6c","redirectLinkEnabled":0,"redirectLink":"https://www.itigerup.com/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.07.04","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5300},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.06.11","exceedPercentage":"93.90%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.06","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.10.09","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":7,"currentWearingBadge":{"badgeId":"1f74612b6f95455f970edd02b5316db8-5","templateUuid":"1f74612b6f95455f970edd02b5316db8","name":"收益排行","description":"Top 5%","bigImgUrl":"https://static.tigerbbs.com/28b025635697d2f8cba3e94ec9f33231","smallImgUrl":"https://static.tigerbbs.com/b9d0f04877ffafa61d3f0d06efb58d87","grayImgUrl":"https://static.tigerbbs.com/0b3045db9a2ba37916c82e771c62bd6c","redirectLinkEnabled":0,"redirectLink":"https://www.itigerup.com/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.07.04","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5300},"individualDisplayBadges":null,"crmLevel":6,"crmLevelSwitch":0,"location":"海外","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":13,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":341491665948808,"gmtCreate":1724412515808,"gmtModify":1724412517791,"author":{"id":"3573189184347582","authorId":"3573189184347582","name":"晶晶妈妈","avatar":"https://static.tigerbbs.com/826c8bb00a6e0d12c15a0078c1a0dd34","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573189184347582","authorIdStr":"3573189184347582"},"themes":[],"htmlText":"trmd分红，今天买一点","listText":"trmd分红，今天买一点","text":"trmd分红，今天买一点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341491665948808","isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340333033763216,"gmtCreate":1724131226751,"gmtModify":1724131228753,"author":{"id":"3573189184347582","authorId":"3573189184347582","name":"晶晶妈妈","avatar":"https://static.tigerbbs.com/826c8bb00a6e0d12c15a0078c1a0dd34","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573189184347582","authorIdStr":"3573189184347582"},"themes":[],"htmlText":"最近我加仓了lly，trmd，yinn，","listText":"最近我加仓了lly，trmd，yinn，","text":"最近我加仓了lly，trmd，yinn，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340333033763216","isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339035668242592,"gmtCreate":1723776536997,"gmtModify":1723776539001,"author":{"id":"3573189184347582","authorId":"3573189184347582","name":"晶晶妈妈","avatar":"https://static.tigerbbs.com/826c8bb00a6e0d12c15a0078c1a0dd34","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573189184347582","authorIdStr":"3573189184347582"},"themes":[],"htmlText":"大家加油。希望我们能每个月突破排名","listText":"大家加油。希望我们能每个月突破排名","text":"大家加油。希望我们能每个月突破排名","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339035668242592","isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330574801281304,"gmtCreate":1721737216593,"gmtModify":1721740564506,"author":{"id":"3573189184347582","authorId":"3573189184347582","name":"晶晶妈妈","avatar":"https://static.tigerbbs.com/826c8bb00a6e0d12c15a0078c1a0dd34","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573189184347582","authorIdStr":"3573189184347582"},"themes":[],"htmlText":"更恐怖？这取决于你是不是35失业了。如果是，那么65岁退休更恐怖。因为你35失业竟然还要经历65岁退休的双杀，失业还要熬个30年。 但是如果你没有失业，那有撒恐怖的？35岁不失业的这批人，到65岁，都不需要等退休，都实现了自己提前退休。","listText":"更恐怖？这取决于你是不是35失业了。如果是，那么65岁退休更恐怖。因为你35失业竟然还要经历65岁退休的双杀，失业还要熬个30年。 但是如果你没有失业，那有撒恐怖的？35岁不失业的这批人，到65岁，都不需要等退休，都实现了自己提前退休。","text":"更恐怖？这取决于你是不是35失业了。如果是，那么65岁退休更恐怖。因为你35失业竟然还要经历65岁退休的双杀，失业还要熬个30年。 但是如果你没有失业，那有撒恐怖的？35岁不失业的这批人，到65岁，都不需要等退休，都实现了自己提前退休。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/330574801281304","isVote":1,"tweetType":1,"viewCount":942,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3514419179304562","authorId":"3514419179304562","name":"体道合德","avatar":"https://static.tigerbbs.com/95efd4d2e410bb0dd95dde84060c146e","crmLevel":7,"crmLevelSwitch":0,"idStr":"3514419179304562","authorIdStr":"3514419179304562"},"content":"提前退休？超过35岁在职中，咋感觉压力山大呢？","text":"提前退休？超过35岁在职中，咋感觉压力山大呢？","html":"提前退休？超过35岁在职中，咋感觉压力山大呢？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325739373592808,"gmtCreate":1720527817211,"gmtModify":1720527820710,"author":{"id":"3573189184347582","authorId":"3573189184347582","name":"晶晶妈妈","avatar":"https://static.tigerbbs.com/826c8bb00a6e0d12c15a0078c1a0dd34","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573189184347582","authorIdStr":"3573189184347582"},"themes":[],"htmlText":"我不这么认为，美股市场很牛，反而巴菲特也不是那么多。 也许巴菲特来中国赚不到什么钱，但是如果巴菲特来到中国，他可能抄底了中国房地产。他可能不一定是做金融。所以他不一定会亏钱。 优秀的人和时代，两者之间需要结合。时势造英雄，但是也不是人人可以成为英雄。","listText":"我不这么认为，美股市场很牛，反而巴菲特也不是那么多。 也许巴菲特来中国赚不到什么钱，但是如果巴菲特来到中国，他可能抄底了中国房地产。他可能不一定是做金融。所以他不一定会亏钱。 优秀的人和时代，两者之间需要结合。时势造英雄，但是也不是人人可以成为英雄。","text":"我不这么认为，美股市场很牛，反而巴菲特也不是那么多。 也许巴菲特来中国赚不到什么钱，但是如果巴菲特来到中国，他可能抄底了中国房地产。他可能不一定是做金融。所以他不一定会亏钱。 优秀的人和时代，两者之间需要结合。时势造英雄，但是也不是人人可以成为英雄。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325739373592808","isVote":1,"tweetType":1,"viewCount":2416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322878891847736,"gmtCreate":1719836927072,"gmtModify":1719839657615,"author":{"id":"3573189184347582","authorId":"3573189184347582","name":"晶晶妈妈","avatar":"https://static.tigerbbs.com/826c8bb00a6e0d12c15a0078c1a0dd34","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573189184347582","authorIdStr":"3573189184347582"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 继续买，不用说的","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 继续买，不用说的","text":"$特斯拉(TSLA)$ 继续买，不用说的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322878891847736","isVote":1,"tweetType":1,"viewCount":780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321830264217936,"gmtCreate":1719580907944,"gmtModify":1719581790760,"author":{"id":"3573189184347582","authorId":"3573189184347582","name":"晶晶妈妈","avatar":"https://static.tigerbbs.com/826c8bb00a6e0d12c15a0078c1a0dd34","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573189184347582","authorIdStr":"3573189184347582"},"themes":[],"htmlText":"降息预期下，钱会首先进入港股，显然肯定港股先起来。 但是这对a股也是一个信号📶。","listText":"降息预期下，钱会首先进入港股，显然肯定港股先起来。 但是这对a股也是一个信号📶。","text":"降息预期下，钱会首先进入港股，显然肯定港股先起来。 但是这对a股也是一个信号📶。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321830264217936","isVote":1,"tweetType":1,"viewCount":914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321453734006792,"gmtCreate":1719510087804,"gmtModify":1719510208068,"author":{"id":"3573189184347582","authorId":"3573189184347582","name":"晶晶妈妈","avatar":"https://static.tigerbbs.com/826c8bb00a6e0d12c15a0078c1a0dd34","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573189184347582","authorIdStr":"3573189184347582"},"themes":[],"htmlText":"今年我用木兰组合和他的pk，实盘买了她的。只有她的还在亏 去年中旬我买了英伟达 今年初我买了gme","listText":"今年我用木兰组合和他的pk，实盘买了她的。只有她的还在亏 去年中旬我买了英伟达 今年初我买了gme","text":"今年我用木兰组合和他的pk，实盘买了她的。只有她的还在亏 去年中旬我买了英伟达 今年初我买了gme","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321453734006792","repostId":"1179847715","repostType":4,"isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315685123772656,"gmtCreate":1718102397092,"gmtModify":1718102863574,"author":{"id":"3573189184347582","authorId":"3573189184347582","name":"晶晶妈妈","avatar":"https://static.tigerbbs.com/826c8bb00a6e0d12c15a0078c1a0dd34","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573189184347582","authorIdStr":"3573189184347582"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 我会看涨，已经买入","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 我会看涨，已经买入","text":"$苹果(AAPL)$ 我会看涨，已经买入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315685123772656","isVote":1,"tweetType":1,"viewCount":782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":330574801281304,"gmtCreate":1721737216593,"gmtModify":1721740564506,"author":{"id":"3573189184347582","authorId":"3573189184347582","name":"晶晶妈妈","avatar":"https://static.tigerbbs.com/826c8bb00a6e0d12c15a0078c1a0dd34","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573189184347582","authorIdStr":"3573189184347582"},"themes":[],"htmlText":"更恐怖？这取决于你是不是35失业了。如果是，那么65岁退休更恐怖。因为你35失业竟然还要经历65岁退休的双杀，失业还要熬个30年。 但是如果你没有失业，那有撒恐怖的？35岁不失业的这批人，到65岁，都不需要等退休，都实现了自己提前退休。","listText":"更恐怖？这取决于你是不是35失业了。如果是，那么65岁退休更恐怖。因为你35失业竟然还要经历65岁退休的双杀，失业还要熬个30年。 但是如果你没有失业，那有撒恐怖的？35岁不失业的这批人，到65岁，都不需要等退休，都实现了自己提前退休。","text":"更恐怖？这取决于你是不是35失业了。如果是，那么65岁退休更恐怖。因为你35失业竟然还要经历65岁退休的双杀，失业还要熬个30年。 但是如果你没有失业，那有撒恐怖的？35岁不失业的这批人，到65岁，都不需要等退休，都实现了自己提前退休。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/330574801281304","isVote":1,"tweetType":1,"viewCount":942,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3514419179304562","authorId":"3514419179304562","name":"体道合德","avatar":"https://static.tigerbbs.com/95efd4d2e410bb0dd95dde84060c146e","crmLevel":7,"crmLevelSwitch":0,"idStr":"3514419179304562","authorIdStr":"3514419179304562"},"content":"提前退休？超过35岁在职中，咋感觉压力山大呢？","text":"提前退休？超过35岁在职中，咋感觉压力山大呢？","html":"提前退休？超过35岁在职中，咋感觉压力山大呢？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325739373592808,"gmtCreate":1720527817211,"gmtModify":1720527820710,"author":{"id":"3573189184347582","authorId":"3573189184347582","name":"晶晶妈妈","avatar":"https://static.tigerbbs.com/826c8bb00a6e0d12c15a0078c1a0dd34","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573189184347582","authorIdStr":"3573189184347582"},"themes":[],"htmlText":"我不这么认为，美股市场很牛，反而巴菲特也不是那么多。 也许巴菲特来中国赚不到什么钱，但是如果巴菲特来到中国，他可能抄底了中国房地产。他可能不一定是做金融。所以他不一定会亏钱。 优秀的人和时代，两者之间需要结合。时势造英雄，但是也不是人人可以成为英雄。","listText":"我不这么认为，美股市场很牛，反而巴菲特也不是那么多。 也许巴菲特来中国赚不到什么钱，但是如果巴菲特来到中国，他可能抄底了中国房地产。他可能不一定是做金融。所以他不一定会亏钱。 优秀的人和时代，两者之间需要结合。时势造英雄，但是也不是人人可以成为英雄。","text":"我不这么认为，美股市场很牛，反而巴菲特也不是那么多。 也许巴菲特来中国赚不到什么钱，但是如果巴菲特来到中国，他可能抄底了中国房地产。他可能不一定是做金融。所以他不一定会亏钱。 优秀的人和时代，两者之间需要结合。时势造英雄，但是也不是人人可以成为英雄。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325739373592808","isVote":1,"tweetType":1,"viewCount":2416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321830264217936,"gmtCreate":1719580907944,"gmtModify":1719581790760,"author":{"id":"3573189184347582","authorId":"3573189184347582","name":"晶晶妈妈","avatar":"https://static.tigerbbs.com/826c8bb00a6e0d12c15a0078c1a0dd34","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573189184347582","authorIdStr":"3573189184347582"},"themes":[],"htmlText":"降息预期下，钱会首先进入港股，显然肯定港股先起来。 但是这对a股也是一个信号📶。","listText":"降息预期下，钱会首先进入港股，显然肯定港股先起来。 但是这对a股也是一个信号📶。","text":"降息预期下，钱会首先进入港股，显然肯定港股先起来。 但是这对a股也是一个信号📶。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321830264217936","isVote":1,"tweetType":1,"viewCount":914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315685123772656,"gmtCreate":1718102397092,"gmtModify":1718102863574,"author":{"id":"3573189184347582","authorId":"3573189184347582","name":"晶晶妈妈","avatar":"https://static.tigerbbs.com/826c8bb00a6e0d12c15a0078c1a0dd34","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573189184347582","authorIdStr":"3573189184347582"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 我会看涨，已经买入","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 我会看涨，已经买入","text":"$苹果(AAPL)$ 我会看涨，已经买入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315685123772656","isVote":1,"tweetType":1,"viewCount":782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341491665948808,"gmtCreate":1724412515808,"gmtModify":1724412517791,"author":{"id":"3573189184347582","authorId":"3573189184347582","name":"晶晶妈妈","avatar":"https://static.tigerbbs.com/826c8bb00a6e0d12c15a0078c1a0dd34","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573189184347582","authorIdStr":"3573189184347582"},"themes":[],"htmlText":"trmd分红，今天买一点","listText":"trmd分红，今天买一点","text":"trmd分红，今天买一点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341491665948808","isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340333033763216,"gmtCreate":1724131226751,"gmtModify":1724131228753,"author":{"id":"3573189184347582","authorId":"3573189184347582","name":"晶晶妈妈","avatar":"https://static.tigerbbs.com/826c8bb00a6e0d12c15a0078c1a0dd34","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573189184347582","authorIdStr":"3573189184347582"},"themes":[],"htmlText":"最近我加仓了lly，trmd，yinn，","listText":"最近我加仓了lly，trmd，yinn，","text":"最近我加仓了lly，trmd，yinn，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340333033763216","isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339035668242592,"gmtCreate":1723776536997,"gmtModify":1723776539001,"author":{"id":"3573189184347582","authorId":"3573189184347582","name":"晶晶妈妈","avatar":"https://static.tigerbbs.com/826c8bb00a6e0d12c15a0078c1a0dd34","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573189184347582","authorIdStr":"3573189184347582"},"themes":[],"htmlText":"大家加油。希望我们能每个月突破排名","listText":"大家加油。希望我们能每个月突破排名","text":"大家加油。希望我们能每个月突破排名","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339035668242592","isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322878891847736,"gmtCreate":1719836927072,"gmtModify":1719839657615,"author":{"id":"3573189184347582","authorId":"3573189184347582","name":"晶晶妈妈","avatar":"https://static.tigerbbs.com/826c8bb00a6e0d12c15a0078c1a0dd34","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573189184347582","authorIdStr":"3573189184347582"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 继续买，不用说的","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 继续买，不用说的","text":"$特斯拉(TSLA)$ 继续买，不用说的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322878891847736","isVote":1,"tweetType":1,"viewCount":780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321453734006792,"gmtCreate":1719510087804,"gmtModify":1719510208068,"author":{"id":"3573189184347582","authorId":"3573189184347582","name":"晶晶妈妈","avatar":"https://static.tigerbbs.com/826c8bb00a6e0d12c15a0078c1a0dd34","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573189184347582","authorIdStr":"3573189184347582"},"themes":[],"htmlText":"今年我用木兰组合和他的pk，实盘买了她的。只有她的还在亏 去年中旬我买了英伟达 今年初我买了gme","listText":"今年我用木兰组合和他的pk，实盘买了她的。只有她的还在亏 去年中旬我买了英伟达 今年初我买了gme","text":"今年我用木兰组合和他的pk，实盘买了她的。只有她的还在亏 去年中旬我买了英伟达 今年初我买了gme","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321453734006792","repostId":"1179847715","repostType":4,"repost":{"id":"1179847715","kind":"news","weMediaInfo":{"introduction":"全球第五大财经门户网站Investing.com中国官方微信，提供全球各国海量金融资讯和实时行情数据，包括股票股指、外汇、期货、基金、债券、加密货币等。关注全球金融市场动态的投资者千万不可错过。","home_visible":1,"media_name":"英为财情Investing","id":"92","head_image":"https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313"},"pubTimestamp":1719487841,"share":"https://www.laohu8.com/m/news/1179847715?lang=&edition=full","pubTime":"2024-06-27 19:30","market":"us","language":"zh","title":"女股神今年已亏25%，ARK三大重仓能否助她逆袭？","url":"https://stock-news.laohu8.com/highlight/detail?id=1179847715","media":"英为财情Investing","summary":"2021年，她管理的ARK ETF业绩斐然，大幅跑赢标准普尔500指数，并令她名声大振。最近三年，ARKK的年化回报率已降至-24.96%，那么投资者对凯瑟琳·伍德的三大核心持仓仍能期待什么？即便短期内未必能立即受益于潜在的以太坊ETF获批，Coinbase的股价表现却已十分抢眼，年内至今已攀升41%，大幅跑赢大市。截至目前，Roku累计亏损额达到13亿美元，手头现金及等价物为20亿美元，负债总额为18亿美元。","content":"<html><head></head><body><p>凯瑟琳·伍德(Catherine Wood)于2014年创立ARK投资管理公司，她对颠覆性创新拥有独特投资的视角，并籍此在金融界崭露锋芒。2021年，她管理的ARK ETF业绩斐然，大幅跑赢标准普尔500指数，并令她名声大振。凯瑟琳·伍德的投资哲学聚焦颠覆性创新，尤其重视人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>、区块链、<a href=\"https://laohu8.com/S/300024\">机器人</a>技术、储能、基因测序及自动驾驶等高速成长的前沿领域。</p><p>此前，凯瑟琳·伍德曾任职于AllianceBernstein，然而由于公司不能完全接纳她的创新投资策略，她决意自立门户，踏上独立的投资征程。</p><p>不过，正如美联储的流动性措施与比特币走势息息相关，凯瑟琳·伍德的ETF也无法置身于宏观经济政策影响之外。2022年初，随着美联储加息以调控资金流向，其旗舰产品ARK创新ETF（ARKK）重挫，表现远逊于大盘。</p><p>对此，凯瑟琳·伍德发布公开信，向美联储表达了对快速加息的忧虑，警告这种激进策略或触发通缩危机。她在信中强调：</p><p>「过去半年，利率攀升至史无前例的高度，增幅高达13倍，且有可能在11月进一步增至16倍，这不仅令美国乃至全球震惊，同时也加剧了通缩崩溃的风险。」</p><p>随着央行政策对股市波动的影响力日益增强，凯瑟琳·伍德原定的五年内实现30%-40%年复合增长率的目标愈发困难。她精心打理的ARKK ETF，以<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、Coinbase、Roku、Block Inc.及Roblox Corp.作为前五大重仓股，共占投资组合的40%，市值约24亿美元。</p><p>最近三年，ARKK的年化回报率已降至-24.96%，那么投资者对凯瑟琳·伍德的三大核心持仓仍能期待什么？</p><h3 id=\"id_923959201\"><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>：不止电动汽车？</h3><p>特斯拉早已超越了<a href=\"https://laohu8.com/S/DLX\">豪华</a>电动车（EV）制造商的单一标签，近年来其在<a href=\"https://laohu8.com/S/300024\">机器人</a>科技与自动驾驶技术领域的积极探索，正引领一场行业变革。尽管这些前沿技术尚未全面市场化，惟特斯拉首席执行官埃隆·马斯克透露，公司研发的人形机器人Optimus预计售价在2.5万至3万美元之间，仅约为一辆汽车价格的一半。</p><p>无论是Optimus还是特斯拉的电动汽车，都面临着自动驾驶技术的共同挑战。当前，特斯拉的全自动驾驶系统（FSD）仍处于试验阶段，尚停留在二级（部分自动化）向五级（完全自动化）的过渡途中。尽管马斯克的乐观预测未能如期兑现，但他于8月8日宣布的robotaxi（无人驾驶出租车）项目依旧让市场满怀期待。</p><p>特斯拉在自动驾驶技术上的突破，类似于大型语言模型的训练，依赖对海量特斯拉用户驾驶数据的有效整合。受益于在欧美电动车市场的领先地位，特斯拉相比传统车厂展现出更强大的竞争优势。</p><p>此外，特斯拉正积极克服电动汽车普及的一大瓶颈——价格。坊间传闻，被命名为「Redwood」或「Model 2」的紧凑型跨界车型，售价或低至2.5万美元。在中国汽车市场竞争日益激烈的大环境下，特斯拉股东寄望这款亲民新车能成为电动车市场高端需求饱和后的新转机。</p><p>综观全局，特斯拉通过各业务线的深度融合，持续吸引着投资者的注意，旨在打造一个涵盖人形机器人、自动驾驶汽车、Neuralink脑机界面及先进人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>等多个平台的完美生态系统。</p><p>从这一视角审视，特斯拉今年虽经历了25.26%的市值回调，但这或可视为一个基于公司能否成功攻克技术难关并扩大生产规模的投资机遇。目前，特斯拉股价徘徊于每股187.15美元，低于过去52周217.19美元的平均值。</p><p>若美联储如市场预期在年内实施2-3次降息，特斯拉有望在2025年前达成市值破万亿美元的里程碑。</p><h3 id=\"id_480205178\">Coinbase：加密货币界的领头羊</h3><p>在众多加密货币交易平台中，Coinbase凭借其严格的监管脱颖而出，成为多数比特币ETF项目的首选合作伙伴，只有富达投资（Fidelity）自行管理旗下比特币ETF <a href=\"https://laohu8.com/S/FBTC\">Fidelity Wise Origin Bitcoin Fund</a>，以及<a href=\"https://laohu8.com/S/HODL\">Vaneck Bitcoin Trust ETF</a>选择了由Gemini托管。大部分比特币ETF选择Coinbase表明其在数字资产行业的主导地位，且受到机构和零售投资者普遍信赖。</p><p>放眼全球市场，尽管币安（Binance）以49.7%的市场份额牢固占据加密货币交易所榜首，Coinbase Global Inc依然以6.8%的市场占有率稳居第五位。随着加密货币市场波动，Coinbase第一季度的营收环比激增72%，达到了16亿美元。</p><p>相比去年同一时期净亏损7900万美元，Coinbase净利润飙升至11.7亿美元，其中大部分（7.37亿美元）源自未实现的公允价值变动收益。同时，其针对以太坊（Ethereum）推出的Base L2扩容解决方案，在新金融服务的交易量和开发者活跃度上分别实现了翻倍和八倍的增长。</p><p>即便短期内未必能立即受益于潜在的以太坊ETF获批，Coinbase的股价表现却已十分抢眼，年内至今已攀升41%，大幅跑赢大市。当前每股221.35美元，较其52周高位283.48美元仍有差距，不过Coinbase在加密货币领域底蕴深厚且发展前景广阔。</p><h3 id=\"id_2077721940\">Roku：流媒体时代下的挑战与希望</h3><p>Roku凭借其流媒体设备和智能电视操作系统的广泛生态系统，成为了Cathie Wood口中的「创新颠覆」范例。</p><p>公司盈利途径多样，涵盖硬件销售、广告收益、操作系统授权、Roku Pay交易手续费，以及内容分发与订阅服务费等。</p><p>最新财报显示，硬件销售已不再是重心，高利润率的流媒体服务平台贡献了总收入的85.6%。本季度，Roku虽然录得5080万美元的净亏损，但与上年同期1.936亿美元的净亏相比，已有显著好转。</p><p>然而，Roku正从硬件向平台业务转型的过程中，其流媒体服务平台仅覆盖了18个国家，市场拓展受限。自2021年底以来，公司尚未实现季度盈利。面对<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>及<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>等竞争对手的强大网络效应和更广泛的广告覆盖面，恐怕还将延续这一局面。</p><p>截至目前，Roku累计亏损额达到13亿美元，手头现金及等价物为20亿美元，负债总额为18亿美元。年内至今，ROKU股价已下滑38%，现每股报54.45美元，不仅远低于52周平均价74.50美元，仅略高于52周低价51.51美元。</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\" content=\"telephone=no,email=no,address=no\" />\n<title>女股神今年已亏25%，ARK三大重仓能否助她逆袭？</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女股神今年已亏25%，ARK三大重仓能否助她逆袭？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/92\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">英为财情Investing </p>\n<p class=\"h-time\">2024-06-27 19:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>凯瑟琳·伍德(Catherine Wood)于2014年创立ARK投资管理公司，她对颠覆性创新拥有独特投资的视角，并籍此在金融界崭露锋芒。2021年，她管理的ARK ETF业绩斐然，大幅跑赢标准普尔500指数，并令她名声大振。凯瑟琳·伍德的投资哲学聚焦颠覆性创新，尤其重视人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>、区块链、<a href=\"https://laohu8.com/S/300024\">机器人</a>技术、储能、基因测序及自动驾驶等高速成长的前沿领域。</p><p>此前，凯瑟琳·伍德曾任职于AllianceBernstein，然而由于公司不能完全接纳她的创新投资策略，她决意自立门户，踏上独立的投资征程。</p><p>不过，正如美联储的流动性措施与比特币走势息息相关，凯瑟琳·伍德的ETF也无法置身于宏观经济政策影响之外。2022年初，随着美联储加息以调控资金流向，其旗舰产品ARK创新ETF（ARKK）重挫，表现远逊于大盘。</p><p>对此，凯瑟琳·伍德发布公开信，向美联储表达了对快速加息的忧虑，警告这种激进策略或触发通缩危机。她在信中强调：</p><p>「过去半年，利率攀升至史无前例的高度，增幅高达13倍，且有可能在11月进一步增至16倍，这不仅令美国乃至全球震惊，同时也加剧了通缩崩溃的风险。」</p><p>随着央行政策对股市波动的影响力日益增强，凯瑟琳·伍德原定的五年内实现30%-40%年复合增长率的目标愈发困难。她精心打理的ARKK ETF，以<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、Coinbase、Roku、Block Inc.及Roblox Corp.作为前五大重仓股，共占投资组合的40%，市值约24亿美元。</p><p>最近三年，ARKK的年化回报率已降至-24.96%，那么投资者对凯瑟琳·伍德的三大核心持仓仍能期待什么？</p><h3 id=\"id_923959201\"><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>：不止电动汽车？</h3><p>特斯拉早已超越了<a href=\"https://laohu8.com/S/DLX\">豪华</a>电动车（EV）制造商的单一标签，近年来其在<a href=\"https://laohu8.com/S/300024\">机器人</a>科技与自动驾驶技术领域的积极探索，正引领一场行业变革。尽管这些前沿技术尚未全面市场化，惟特斯拉首席执行官埃隆·马斯克透露，公司研发的人形机器人Optimus预计售价在2.5万至3万美元之间，仅约为一辆汽车价格的一半。</p><p>无论是Optimus还是特斯拉的电动汽车，都面临着自动驾驶技术的共同挑战。当前，特斯拉的全自动驾驶系统（FSD）仍处于试验阶段，尚停留在二级（部分自动化）向五级（完全自动化）的过渡途中。尽管马斯克的乐观预测未能如期兑现，但他于8月8日宣布的robotaxi（无人驾驶出租车）项目依旧让市场满怀期待。</p><p>特斯拉在自动驾驶技术上的突破，类似于大型语言模型的训练，依赖对海量特斯拉用户驾驶数据的有效整合。受益于在欧美电动车市场的领先地位，特斯拉相比传统车厂展现出更强大的竞争优势。</p><p>此外，特斯拉正积极克服电动汽车普及的一大瓶颈——价格。坊间传闻，被命名为「Redwood」或「Model 2」的紧凑型跨界车型，售价或低至2.5万美元。在中国汽车市场竞争日益激烈的大环境下，特斯拉股东寄望这款亲民新车能成为电动车市场高端需求饱和后的新转机。</p><p>综观全局，特斯拉通过各业务线的深度融合，持续吸引着投资者的注意，旨在打造一个涵盖人形机器人、自动驾驶汽车、Neuralink脑机界面及先进人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>等多个平台的完美生态系统。</p><p>从这一视角审视，特斯拉今年虽经历了25.26%的市值回调，但这或可视为一个基于公司能否成功攻克技术难关并扩大生产规模的投资机遇。目前，特斯拉股价徘徊于每股187.15美元，低于过去52周217.19美元的平均值。</p><p>若美联储如市场预期在年内实施2-3次降息，特斯拉有望在2025年前达成市值破万亿美元的里程碑。</p><h3 id=\"id_480205178\">Coinbase：加密货币界的领头羊</h3><p>在众多加密货币交易平台中，Coinbase凭借其严格的监管脱颖而出，成为多数比特币ETF项目的首选合作伙伴，只有富达投资（Fidelity）自行管理旗下比特币ETF <a href=\"https://laohu8.com/S/FBTC\">Fidelity Wise Origin Bitcoin Fund</a>，以及<a href=\"https://laohu8.com/S/HODL\">Vaneck Bitcoin Trust ETF</a>选择了由Gemini托管。大部分比特币ETF选择Coinbase表明其在数字资产行业的主导地位，且受到机构和零售投资者普遍信赖。</p><p>放眼全球市场，尽管币安（Binance）以49.7%的市场份额牢固占据加密货币交易所榜首，Coinbase Global Inc依然以6.8%的市场占有率稳居第五位。随着加密货币市场波动，Coinbase第一季度的营收环比激增72%，达到了16亿美元。</p><p>相比去年同一时期净亏损7900万美元，Coinbase净利润飙升至11.7亿美元，其中大部分（7.37亿美元）源自未实现的公允价值变动收益。同时，其针对以太坊（Ethereum）推出的Base L2扩容解决方案，在新金融服务的交易量和开发者活跃度上分别实现了翻倍和八倍的增长。</p><p>即便短期内未必能立即受益于潜在的以太坊ETF获批，Coinbase的股价表现却已十分抢眼，年内至今已攀升41%，大幅跑赢大市。当前每股221.35美元，较其52周高位283.48美元仍有差距，不过Coinbase在加密货币领域底蕴深厚且发展前景广阔。</p><h3 id=\"id_2077721940\">Roku：流媒体时代下的挑战与希望</h3><p>Roku凭借其流媒体设备和智能电视操作系统的广泛生态系统，成为了Cathie Wood口中的「创新颠覆」范例。</p><p>公司盈利途径多样，涵盖硬件销售、广告收益、操作系统授权、Roku Pay交易手续费，以及内容分发与订阅服务费等。</p><p>最新财报显示，硬件销售已不再是重心，高利润率的流媒体服务平台贡献了总收入的85.6%。本季度，Roku虽然录得5080万美元的净亏损，但与上年同期1.936亿美元的净亏相比，已有显著好转。</p><p>然而，Roku正从硬件向平台业务转型的过程中，其流媒体服务平台仅覆盖了18个国家，市场拓展受限。自2021年底以来，公司尚未实现季度盈利。面对<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>及<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>等竞争对手的强大网络效应和更广泛的广告覆盖面，恐怕还将延续这一局面。</p><p>截至目前，Roku累计亏损额达到13亿美元，手头现金及等价物为20亿美元，负债总额为18亿美元。年内至今，ROKU股价已下滑38%，现每股报54.45美元，不仅远低于52周平均价74.50美元，仅略高于52周低价51.51美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"COIN":"Coinbase Global, Inc.","ARKK":"ARK Innovation ETF","BK4544":"ARK ETF合集","BK4585":"ETF&股票定投概念","TSLA":"特斯拉","BK4588":"碎股","ROKU":"Roku Inc"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179847715","content_text":"凯瑟琳·伍德(Catherine Wood)于2014年创立ARK投资管理公司，她对颠覆性创新拥有独特投资的视角，并籍此在金融界崭露锋芒。2021年，她管理的ARK ETF业绩斐然，大幅跑赢标准普尔500指数，并令她名声大振。凯瑟琳·伍德的投资哲学聚焦颠覆性创新，尤其重视人工智能、区块链、机器人技术、储能、基因测序及自动驾驶等高速成长的前沿领域。此前，凯瑟琳·伍德曾任职于AllianceBernstein，然而由于公司不能完全接纳她的创新投资策略，她决意自立门户，踏上独立的投资征程。不过，正如美联储的流动性措施与比特币走势息息相关，凯瑟琳·伍德的ETF也无法置身于宏观经济政策影响之外。2022年初，随着美联储加息以调控资金流向，其旗舰产品ARK创新ETF（ARKK）重挫，表现远逊于大盘。对此，凯瑟琳·伍德发布公开信，向美联储表达了对快速加息的忧虑，警告这种激进策略或触发通缩危机。她在信中强调：「过去半年，利率攀升至史无前例的高度，增幅高达13倍，且有可能在11月进一步增至16倍，这不仅令美国乃至全球震惊，同时也加剧了通缩崩溃的风险。」随着央行政策对股市波动的影响力日益增强，凯瑟琳·伍德原定的五年内实现30%-40%年复合增长率的目标愈发困难。她精心打理的ARKK ETF，以特斯拉、Coinbase、Roku、Block Inc.及Roblox Corp.作为前五大重仓股，共占投资组合的40%，市值约24亿美元。最近三年，ARKK的年化回报率已降至-24.96%，那么投资者对凯瑟琳·伍德的三大核心持仓仍能期待什么？特斯拉：不止电动汽车？特斯拉早已超越了豪华电动车（EV）制造商的单一标签，近年来其在机器人科技与自动驾驶技术领域的积极探索，正引领一场行业变革。尽管这些前沿技术尚未全面市场化，惟特斯拉首席执行官埃隆·马斯克透露，公司研发的人形机器人Optimus预计售价在2.5万至3万美元之间，仅约为一辆汽车价格的一半。无论是Optimus还是特斯拉的电动汽车，都面临着自动驾驶技术的共同挑战。当前，特斯拉的全自动驾驶系统（FSD）仍处于试验阶段，尚停留在二级（部分自动化）向五级（完全自动化）的过渡途中。尽管马斯克的乐观预测未能如期兑现，但他于8月8日宣布的robotaxi（无人驾驶出租车）项目依旧让市场满怀期待。特斯拉在自动驾驶技术上的突破，类似于大型语言模型的训练，依赖对海量特斯拉用户驾驶数据的有效整合。受益于在欧美电动车市场的领先地位，特斯拉相比传统车厂展现出更强大的竞争优势。此外，特斯拉正积极克服电动汽车普及的一大瓶颈——价格。坊间传闻，被命名为「Redwood」或「Model 2」的紧凑型跨界车型，售价或低至2.5万美元。在中国汽车市场竞争日益激烈的大环境下，特斯拉股东寄望这款亲民新车能成为电动车市场高端需求饱和后的新转机。综观全局，特斯拉通过各业务线的深度融合，持续吸引着投资者的注意，旨在打造一个涵盖人形机器人、自动驾驶汽车、Neuralink脑机界面及先进人工智能等多个平台的完美生态系统。从这一视角审视，特斯拉今年虽经历了25.26%的市值回调，但这或可视为一个基于公司能否成功攻克技术难关并扩大生产规模的投资机遇。目前，特斯拉股价徘徊于每股187.15美元，低于过去52周217.19美元的平均值。若美联储如市场预期在年内实施2-3次降息，特斯拉有望在2025年前达成市值破万亿美元的里程碑。Coinbase：加密货币界的领头羊在众多加密货币交易平台中，Coinbase凭借其严格的监管脱颖而出，成为多数比特币ETF项目的首选合作伙伴，只有富达投资（Fidelity）自行管理旗下比特币ETF Fidelity Wise Origin Bitcoin Fund，以及Vaneck Bitcoin Trust ETF选择了由Gemini托管。大部分比特币ETF选择Coinbase表明其在数字资产行业的主导地位，且受到机构和零售投资者普遍信赖。放眼全球市场，尽管币安（Binance）以49.7%的市场份额牢固占据加密货币交易所榜首，Coinbase Global Inc依然以6.8%的市场占有率稳居第五位。随着加密货币市场波动，Coinbase第一季度的营收环比激增72%，达到了16亿美元。相比去年同一时期净亏损7900万美元，Coinbase净利润飙升至11.7亿美元，其中大部分（7.37亿美元）源自未实现的公允价值变动收益。同时，其针对以太坊（Ethereum）推出的Base L2扩容解决方案，在新金融服务的交易量和开发者活跃度上分别实现了翻倍和八倍的增长。即便短期内未必能立即受益于潜在的以太坊ETF获批，Coinbase的股价表现却已十分抢眼，年内至今已攀升41%，大幅跑赢大市。当前每股221.35美元，较其52周高位283.48美元仍有差距，不过Coinbase在加密货币领域底蕴深厚且发展前景广阔。Roku：流媒体时代下的挑战与希望Roku凭借其流媒体设备和智能电视操作系统的广泛生态系统，成为了Cathie Wood口中的「创新颠覆」范例。公司盈利途径多样，涵盖硬件销售、广告收益、操作系统授权、Roku Pay交易手续费，以及内容分发与订阅服务费等。最新财报显示，硬件销售已不再是重心，高利润率的流媒体服务平台贡献了总收入的85.6%。本季度，Roku虽然录得5080万美元的净亏损，但与上年同期1.936亿美元的净亏相比，已有显著好转。然而，Roku正从硬件向平台业务转型的过程中，其流媒体服务平台仅覆盖了18个国家，市场拓展受限。自2021年底以来，公司尚未实现季度盈利。面对亚马逊、苹果、谷歌及Netflix等竞争对手的强大网络效应和更广泛的广告覆盖面，恐怕还将延续这一局面。截至目前，Roku累计亏损额达到13亿美元，手头现金及等价物为20亿美元，负债总额为18亿美元。年内至今，ROKU股价已下滑38%，现每股报54.45美元，不仅远低于52周平均价74.50美元，仅略高于52周低价51.51美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}