+关注
Uzhas
暂无个人介绍
IP属地：未知
787
关注
9
粉丝
0
主题
0
勋章
主贴
热门
Uzhas
2021-12-16
Okay
抱歉，原内容已删除
Uzhas
2021-12-16
Ok
Cathie Wood sells ARK's high-conviction names even as she implies it's time to buy them
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3574406863955198,"uuid":"3574406863955198","gmtCreate":1611317992856,"gmtModify":1611317992856,"name":"Uzhas","pinyin":"uzhas","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":9,"headSize":787,"tweetSize":3,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"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":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.06.07","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},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"60.71%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":3,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":690380254,"gmtCreate":1639634243679,"gmtModify":1639634798678,"author":{"id":"3574406863955198","authorId":"3574406863955198","name":"Uzhas","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690380254","repostId":"2191916563","repostType":4,"isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690380675,"gmtCreate":1639634218255,"gmtModify":1639634798571,"author":{"id":"3574406863955198","authorId":"3574406863955198","name":"Uzhas","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690380675","repostId":"1136577431","repostType":4,"repost":{"id":"1136577431","pubTimestamp":1639633732,"share":"https://www.laohu8.com/m/news/1136577431?lang=&edition=full","pubTime":"2021-12-16 13:48","market":"us","language":"en","title":"Cathie Wood sells ARK's high-conviction names even as she implies it's time to buy them","url":"https://stock-news.laohu8.com/highlight/detail?id=1136577431","media":"seekingalpha","summary":"Ark Invest's Cathie Wood said in a recent interview that when her firm's funds are losing ground, Ar","content":"<ul>\n <li>Ark Invest's Cathie Wood said in a recent interview that when her firm's funds are losing ground, Ark looks to gear its positions towards the company's highest-conviction stocks. However, a Seeking Alpha analysis of Wood's voluntary trade disclosures shows that she's actually been dumping some of her high-conviction names in recent days instead of buying them.</li>\n <li>Wood told Bloomberg TV in an interview last week that \"especially in periods where our style is out of favor... what we usually do is consolidate our holdings towards our highest-conviction names. [Those] are the names in our top 10 -- so the Tesla(NASDAQ:TSLA), the Roku(NASDAQ:ROKU), Teladoc Health(NYSE:TDOC), Square(NYSE:SQ), Shopify(NYSE:SHOP)and so forth.\"</li>\n <li>However, a review of trading records that Ark voluntarily releases every day shows that Wood hasn't actually been buying any of the high-conviction names she mentioned other than ROKU, and has instead dumped shares of TSLA and SHOP:</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/4164d62ea7e6d2b946249fadbe2f66b1\" tg-width=\"1280\" tg-height=\"243\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>Ark Funds Have Been Falling</b></p>\n<ul>\n <li>An Ark spokeswomen didn't immediately have any comment on the firm's moves, but the trades appear to go against what Wood told Bloomberg her strategy is for periods where Ark funds are sinking.</li>\n <li>From Dec. 9-14, ARK Innovation ETF(NYSEARCA:ARKK)is -7%, ARK Autonomous Technology & Robotics ETF(BATS:ARKQ)lost 4.7%, ARK Next Generation Internet ETF(NYSEARCA:ARKW)is down 9.1%, ARK Genomic Revolution Multi-Sector ETF(BATS:ARKG)shed 3.3%, ARK Fintech Innovation ETF(NYSEARCA:ARKF)is -8% and ARK Space Exploration & Innovation ETF(BATS:ARKX) -2.6%.</li>\n <li>Wood's interview with Bloomberg TV seemed to imply that in such down periods, Ark will buy more of the firm's high-conviction names instead of selling them.</li>\n <li>“When traditional asset managers are managing their portfolios in a risk-off situation, they’re diversifying to get closer to their indexes,\" the Ark chief said. \"They’re buying index stocks and they’re selling our [high-conviction] stocks, so we are there to pick up the pieces.”</li>\n</ul>\n<p><b>Such Moves Aren't Necessarily Illegal</b></p>\n<ul>\n <li>Rachel Spooner, a Boston College Carroll School of Management securities-law professor and a former clerk for a U.S. District Court judge in the Southern District of New York, told Seeking Alpha that Ark can sell stocks that Wood implied she was buying without necessarily breaking any statutes.</li>\n <li>Spooner said that as long as Wood is showing good faith, prosecutors wouldn't go after Ark for such a short window of seemingly contradictory trades.</li>\n <li>\"If she's acting in the best interest of her investors and that compels her to change her mind, it's OK if she's being inconsistent with what she said before.\"</li>\n <li>But ironically, Wood's remarks came during an interview about ARK's new ARK Transparency ETF(BATS:CTRU), which focuses on companies with good transparency about their operations.</li>\n <li>Wood said that ARK considers transparency important for its own operations, telling Bloomberg that \"we call ourselves' radically transparent.'\"</li>\n <li><p>Meanwhile, Wood continues to defend her belief in long-term deflation despite U.S. consumer prices recently recording their largest jump in 39 years.</p></li>\n <li><p>Screen for ETFs on a host of factors,including risk and performance.</p></li>\n</ul>","source":"seekingalpha","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>Cathie Wood sells ARK's high-conviction names even as she implies it's time to buy them</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\">\nCathie Wood sells ARK's high-conviction names even as she implies it's time to buy them\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-16 13:48 GMT+8 <a href=https://seekingalpha.com/news/3780299-cathie-wood-sells-high-conviction-names><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ark Invest's Cathie Wood said in a recent interview that when her firm's funds are losing ground, Ark looks to gear its positions towards the company's highest-conviction stocks. However, a Seeking ...</p>\n\n<a href=\"https://seekingalpha.com/news/3780299-cathie-wood-sells-high-conviction-names\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQ":"Block","TDOC":"Teladoc Health Inc.","SHOP":"Shopify Inc","ROKU":"Roku Inc","ARKK":"ARK Innovation ETF","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3780299-cathie-wood-sells-high-conviction-names","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1136577431","content_text":"Ark Invest's Cathie Wood said in a recent interview that when her firm's funds are losing ground, Ark looks to gear its positions towards the company's highest-conviction stocks. However, a Seeking Alpha analysis of Wood's voluntary trade disclosures shows that she's actually been dumping some of her high-conviction names in recent days instead of buying them.\nWood told Bloomberg TV in an interview last week that \"especially in periods where our style is out of favor... what we usually do is consolidate our holdings towards our highest-conviction names. [Those] are the names in our top 10 -- so the Tesla(NASDAQ:TSLA), the Roku(NASDAQ:ROKU), Teladoc Health(NYSE:TDOC), Square(NYSE:SQ), Shopify(NYSE:SHOP)and so forth.\"\nHowever, a review of trading records that Ark voluntarily releases every day shows that Wood hasn't actually been buying any of the high-conviction names she mentioned other than ROKU, and has instead dumped shares of TSLA and SHOP:\n\n\nArk Funds Have Been Falling\n\nAn Ark spokeswomen didn't immediately have any comment on the firm's moves, but the trades appear to go against what Wood told Bloomberg her strategy is for periods where Ark funds are sinking.\nFrom Dec. 9-14, ARK Innovation ETF(NYSEARCA:ARKK)is -7%, ARK Autonomous Technology & Robotics ETF(BATS:ARKQ)lost 4.7%, ARK Next Generation Internet ETF(NYSEARCA:ARKW)is down 9.1%, ARK Genomic Revolution Multi-Sector ETF(BATS:ARKG)shed 3.3%, ARK Fintech Innovation ETF(NYSEARCA:ARKF)is -8% and ARK Space Exploration & Innovation ETF(BATS:ARKX) -2.6%.\nWood's interview with Bloomberg TV seemed to imply that in such down periods, Ark will buy more of the firm's high-conviction names instead of selling them.\n“When traditional asset managers are managing their portfolios in a risk-off situation, they’re diversifying to get closer to their indexes,\" the Ark chief said. \"They’re buying index stocks and they’re selling our [high-conviction] stocks, so we are there to pick up the pieces.”\n\nSuch Moves Aren't Necessarily Illegal\n\nRachel Spooner, a Boston College Carroll School of Management securities-law professor and a former clerk for a U.S. District Court judge in the Southern District of New York, told Seeking Alpha that Ark can sell stocks that Wood implied she was buying without necessarily breaking any statutes.\nSpooner said that as long as Wood is showing good faith, prosecutors wouldn't go after Ark for such a short window of seemingly contradictory trades.\n\"If she's acting in the best interest of her investors and that compels her to change her mind, it's OK if she's being inconsistent with what she said before.\"\nBut ironically, Wood's remarks came during an interview about ARK's new ARK Transparency ETF(BATS:CTRU), which focuses on companies with good transparency about their operations.\nWood said that ARK considers transparency important for its own operations, telling Bloomberg that \"we call ourselves' radically transparent.'\"\nMeanwhile, Wood continues to defend her belief in long-term deflation despite U.S. consumer prices recently recording their largest jump in 39 years.\nScreen for ETFs on a host of factors,including risk and performance.","news_type":1},"isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":690380254,"gmtCreate":1639634243679,"gmtModify":1639634798678,"author":{"id":"3574406863955198","authorId":"3574406863955198","name":"Uzhas","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690380254","repostId":"2191916563","repostType":4,"repost":{"id":"2191916563","pubTimestamp":1639633501,"share":"https://www.laohu8.com/m/news/2191916563?lang=&edition=full","pubTime":"2021-12-16 13:45","market":"us","language":"en","title":"Airbus unseats Boeing to replace aging fleet of Qantas 737s","url":"https://stock-news.laohu8.com/highlight/detail?id=2191916563","media":"The Straits Times","summary":"CHICAGO (BLOOMBERG) - Airbus clean swept a multi-billion dollar aircraft deal with Qantas Airways in","content":"<div>\n<p>CHICAGO (BLOOMBERG) - Airbus clean swept a multi-billion dollar aircraft deal with Qantas Airways in a blow to Boeing Co. and its 737 Max narrow-body jet.\nThe Australian carrier said Thursday (Dec 16)...</p>\n\n<a href=\"http://www.straitstimes.com/business/companies-markets/airbus-unseats-boeing-to-replace-aging-fleet-of-qantas-737s\">Web Link</a>\n\n</div>\n","source":"straits_highlight","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>Airbus unseats Boeing to replace aging fleet of Qantas 737s</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\">\nAirbus unseats Boeing to replace aging fleet of Qantas 737s\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-16 13:45 GMT+8 <a href=http://www.straitstimes.com/business/companies-markets/airbus-unseats-boeing-to-replace-aging-fleet-of-qantas-737s><strong>The Straits Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CHICAGO (BLOOMBERG) - Airbus clean swept a multi-billion dollar aircraft deal with Qantas Airways in a blow to Boeing Co. and its 737 Max narrow-body jet.\nThe Australian carrier said Thursday (Dec 16)...</p>\n\n<a href=\"http://www.straitstimes.com/business/companies-markets/airbus-unseats-boeing-to-replace-aging-fleet-of-qantas-737s\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4187":"航天航空与国防","BK4551":"寇图资本持仓","BA":"波音","BK4516":"特朗普概念","BK4564":"太空概念"},"source_url":"http://www.straitstimes.com/business/companies-markets/airbus-unseats-boeing-to-replace-aging-fleet-of-qantas-737s","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2191916563","content_text":"CHICAGO (BLOOMBERG) - Airbus clean swept a multi-billion dollar aircraft deal with Qantas Airways in a blow to Boeing Co. and its 737 Max narrow-body jet.\nThe Australian carrier said Thursday (Dec 16) it plans to buy Airbus's A320neo line of aircraft to replace the 75 aging Boeing 737s that serve as Qantas's domestic workhorses. It will also purchase Airbus A220 planes to replace 20 Boeing 717s that ply regional routes inside Australia.\nThe decision is a coup for Airbus as it races to match Boeing's Max order bonanza by year-end. The European planemaker also landed a commitment from Singapore Airlines for its A350 freighter Wednesday and has an opportunity to make headway with Air France-KLM, which is set to announce replacements for its aging Boeing 737s.\nQantas committed to buy 40 planes with a list price of at least US$4.6 billion before discounts. The carrier also has purchase-right options on 94 additional aircraft spanning more than a decade. In total, the order is set to be the largest in Australian aviation history, the airline said.\nThe fleet decision means Qantas and its low-cost Jetstar division are likely to be flying mostly Airbus planes on their domestic and international networks for decades to come. Boeing's Dreamliner, still favored by Qantas on some popular long-haul routes, is now set to be the U.S. company's main model at the Australian airline.\nQantas shares climbed as much as 2.3 per cent in early trading, before reversing gains to be down 1.2 per cent at A$4.81 at 11:03 a.m. in Sydney, giving the airline a market value of about A$9.1 billion.\nIn a statement, Mr Christian Scherer, Airbus Chief Commercial Officer and Head of International, said competition for the deal with Qantas had \"pushed the boundaries\" of \"operational and financial evaluation.\"\nShares of Chicago-based Boeing fell in New York trading before erasing declines in the wake of a Federal Reserve announcement that it expects to raise interest rates in 2022 at a faster pace than expected.\n\"Although we are disappointed, we respect Qantas' decision and look forward to continuing our long-standing partnership,\" Boeing said in a statement.\nQantas is the latest carrier to bet that travel will eventually rebound even with the threat of the new Covid-19 variant omicron hanging over the world. Virgin Australia, a domestic rival emerging from a restructuring, has already unveiled an order for 25 of Boeing's largest 737 Max model.\nAccording to Mr Alan Joyce, Qantas's chief executive officer, it's a great time to buy aircraft because manufacturers are eager to nail down sales and are offering advantageous pricing.\nThe new aircraft will also reduce fuel and maintenance costs, while cutting carbon emissions. \"This is a clear sign of our confidence in the future,\" Joyce said in the statement. \"We've locked in pricing just ahead of what's likely to be a big uptick in demand for next-generation narrow-body aircraft.\"\nThe Australian flag carrier is eyeing even more planes as it pushes ahead with plans to start long-haul flights halfway around the globe. Non-stop services connecting Sydney with New York and London, a project thrown into doubt by Covid, are due to start as soon as 2024.\nQantas has already picked Airbus's A350-1000 as its preferred aircraft for the flights and is due to decide on a firm jet order in early 2022. Separately, Qantas forecast it will post a fiscal first-half loss of A$250 million to A$300 million.\nWith most of Australia's internal borders now open, domestic capacity is expected to exceed pre-Covid levels in the first six months of next year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690380675,"gmtCreate":1639634218255,"gmtModify":1639634798571,"author":{"id":"3574406863955198","authorId":"3574406863955198","name":"Uzhas","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690380675","repostId":"1136577431","repostType":4,"repost":{"id":"1136577431","pubTimestamp":1639633732,"share":"https://www.laohu8.com/m/news/1136577431?lang=&edition=full","pubTime":"2021-12-16 13:48","market":"us","language":"en","title":"Cathie Wood sells ARK's high-conviction names even as she implies it's time to buy them","url":"https://stock-news.laohu8.com/highlight/detail?id=1136577431","media":"seekingalpha","summary":"Ark Invest's Cathie Wood said in a recent interview that when her firm's funds are losing ground, Ar","content":"<ul>\n <li>Ark Invest's Cathie Wood said in a recent interview that when her firm's funds are losing ground, Ark looks to gear its positions towards the company's highest-conviction stocks. However, a Seeking Alpha analysis of Wood's voluntary trade disclosures shows that she's actually been dumping some of her high-conviction names in recent days instead of buying them.</li>\n <li>Wood told Bloomberg TV in an interview last week that \"especially in periods where our style is out of favor... what we usually do is consolidate our holdings towards our highest-conviction names. [Those] are the names in our top 10 -- so the Tesla(NASDAQ:TSLA), the Roku(NASDAQ:ROKU), Teladoc Health(NYSE:TDOC), Square(NYSE:SQ), Shopify(NYSE:SHOP)and so forth.\"</li>\n <li>However, a review of trading records that Ark voluntarily releases every day shows that Wood hasn't actually been buying any of the high-conviction names she mentioned other than ROKU, and has instead dumped shares of TSLA and SHOP:</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/4164d62ea7e6d2b946249fadbe2f66b1\" tg-width=\"1280\" tg-height=\"243\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>Ark Funds Have Been Falling</b></p>\n<ul>\n <li>An Ark spokeswomen didn't immediately have any comment on the firm's moves, but the trades appear to go against what Wood told Bloomberg her strategy is for periods where Ark funds are sinking.</li>\n <li>From Dec. 9-14, ARK Innovation ETF(NYSEARCA:ARKK)is -7%, ARK Autonomous Technology & Robotics ETF(BATS:ARKQ)lost 4.7%, ARK Next Generation Internet ETF(NYSEARCA:ARKW)is down 9.1%, ARK Genomic Revolution Multi-Sector ETF(BATS:ARKG)shed 3.3%, ARK Fintech Innovation ETF(NYSEARCA:ARKF)is -8% and ARK Space Exploration & Innovation ETF(BATS:ARKX) -2.6%.</li>\n <li>Wood's interview with Bloomberg TV seemed to imply that in such down periods, Ark will buy more of the firm's high-conviction names instead of selling them.</li>\n <li>“When traditional asset managers are managing their portfolios in a risk-off situation, they’re diversifying to get closer to their indexes,\" the Ark chief said. \"They’re buying index stocks and they’re selling our [high-conviction] stocks, so we are there to pick up the pieces.”</li>\n</ul>\n<p><b>Such Moves Aren't Necessarily Illegal</b></p>\n<ul>\n <li>Rachel Spooner, a Boston College Carroll School of Management securities-law professor and a former clerk for a U.S. District Court judge in the Southern District of New York, told Seeking Alpha that Ark can sell stocks that Wood implied she was buying without necessarily breaking any statutes.</li>\n <li>Spooner said that as long as Wood is showing good faith, prosecutors wouldn't go after Ark for such a short window of seemingly contradictory trades.</li>\n <li>\"If she's acting in the best interest of her investors and that compels her to change her mind, it's OK if she's being inconsistent with what she said before.\"</li>\n <li>But ironically, Wood's remarks came during an interview about ARK's new ARK Transparency ETF(BATS:CTRU), which focuses on companies with good transparency about their operations.</li>\n <li>Wood said that ARK considers transparency important for its own operations, telling Bloomberg that \"we call ourselves' radically transparent.'\"</li>\n <li><p>Meanwhile, Wood continues to defend her belief in long-term deflation despite U.S. consumer prices recently recording their largest jump in 39 years.</p></li>\n <li><p>Screen for ETFs on a host of factors,including risk and performance.</p></li>\n</ul>","source":"seekingalpha","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>Cathie Wood sells ARK's high-conviction names even as she implies it's time to buy them</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\">\nCathie Wood sells ARK's high-conviction names even as she implies it's time to buy them\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-16 13:48 GMT+8 <a href=https://seekingalpha.com/news/3780299-cathie-wood-sells-high-conviction-names><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ark Invest's Cathie Wood said in a recent interview that when her firm's funds are losing ground, Ark looks to gear its positions towards the company's highest-conviction stocks. However, a Seeking ...</p>\n\n<a href=\"https://seekingalpha.com/news/3780299-cathie-wood-sells-high-conviction-names\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQ":"Block","TDOC":"Teladoc Health Inc.","SHOP":"Shopify Inc","ROKU":"Roku Inc","ARKK":"ARK Innovation ETF","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3780299-cathie-wood-sells-high-conviction-names","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1136577431","content_text":"Ark Invest's Cathie Wood said in a recent interview that when her firm's funds are losing ground, Ark looks to gear its positions towards the company's highest-conviction stocks. However, a Seeking Alpha analysis of Wood's voluntary trade disclosures shows that she's actually been dumping some of her high-conviction names in recent days instead of buying them.\nWood told Bloomberg TV in an interview last week that \"especially in periods where our style is out of favor... what we usually do is consolidate our holdings towards our highest-conviction names. [Those] are the names in our top 10 -- so the Tesla(NASDAQ:TSLA), the Roku(NASDAQ:ROKU), Teladoc Health(NYSE:TDOC), Square(NYSE:SQ), Shopify(NYSE:SHOP)and so forth.\"\nHowever, a review of trading records that Ark voluntarily releases every day shows that Wood hasn't actually been buying any of the high-conviction names she mentioned other than ROKU, and has instead dumped shares of TSLA and SHOP:\n\n\nArk Funds Have Been Falling\n\nAn Ark spokeswomen didn't immediately have any comment on the firm's moves, but the trades appear to go against what Wood told Bloomberg her strategy is for periods where Ark funds are sinking.\nFrom Dec. 9-14, ARK Innovation ETF(NYSEARCA:ARKK)is -7%, ARK Autonomous Technology & Robotics ETF(BATS:ARKQ)lost 4.7%, ARK Next Generation Internet ETF(NYSEARCA:ARKW)is down 9.1%, ARK Genomic Revolution Multi-Sector ETF(BATS:ARKG)shed 3.3%, ARK Fintech Innovation ETF(NYSEARCA:ARKF)is -8% and ARK Space Exploration & Innovation ETF(BATS:ARKX) -2.6%.\nWood's interview with Bloomberg TV seemed to imply that in such down periods, Ark will buy more of the firm's high-conviction names instead of selling them.\n“When traditional asset managers are managing their portfolios in a risk-off situation, they’re diversifying to get closer to their indexes,\" the Ark chief said. \"They’re buying index stocks and they’re selling our [high-conviction] stocks, so we are there to pick up the pieces.”\n\nSuch Moves Aren't Necessarily Illegal\n\nRachel Spooner, a Boston College Carroll School of Management securities-law professor and a former clerk for a U.S. District Court judge in the Southern District of New York, told Seeking Alpha that Ark can sell stocks that Wood implied she was buying without necessarily breaking any statutes.\nSpooner said that as long as Wood is showing good faith, prosecutors wouldn't go after Ark for such a short window of seemingly contradictory trades.\n\"If she's acting in the best interest of her investors and that compels her to change her mind, it's OK if she's being inconsistent with what she said before.\"\nBut ironically, Wood's remarks came during an interview about ARK's new ARK Transparency ETF(BATS:CTRU), which focuses on companies with good transparency about their operations.\nWood said that ARK considers transparency important for its own operations, telling Bloomberg that \"we call ourselves' radically transparent.'\"\nMeanwhile, Wood continues to defend her belief in long-term deflation despite U.S. consumer prices recently recording their largest jump in 39 years.\nScreen for ETFs on a host of factors,including risk and performance.","news_type":1},"isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
