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QQQ666
2021-03-13
$诺基亚(NOK)$
终于动了
QQQ666
2021-03-10
$诺基亚(NOK)$
给点希望吧
QQQ666
2021-02-26
$诺基亚(NOK)$
终于上4了，挺住
QQQ666
2021-02-24
多少人每天关注着木头姐的交易单呢[贱笑]
“女股神”：去年回报率高达150%，坚定看好特斯拉
QQQ666
2021-02-24
$诺基亚(NOK)$
不上不下是真坚挺啊。。
QQQ666
2021-02-02
网络问题，妙啊
抱歉，原内容已删除
去老虎APP查看更多动态
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","text":"多少人每天关注着木头姐的交易单呢[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/361092568","repostId":"1127190210","repostType":4,"repost":{"id":"1127190210","pubTimestamp":1614164926,"share":"https://www.laohu8.com/m/news/1127190210?lang=&edition=full","pubTime":"2021-02-24 19:08","market":"us","language":"zh","title":"“女股神”：去年回报率高达150%，坚定看好特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=1127190210","media":"英为财情Invest...","summary":"有着“牛市女皇”、“女版巴菲特”等美誉的凯茜·伍德（Cathie Wood）可谓美股市场的当红炸子鸡。\n整个2020年，ARK Invest的旗舰基金ARK Innovation ETF (NYSE:","content":"<p>有着“牛市女皇”、“女版巴菲特”等美誉的凯茜·伍德（Cathie Wood）可谓美股市场的当红炸子鸡。</p>\n<p>整个2020年，ARK Invest的旗舰基金<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> (NYSE:ARKK)收益率高达150%。强劲业绩的吸引下，整个ARK的管理资金规模都大幅膨胀，从34亿美元激增至逾300亿美元。</p>\n<p>在1月份，ARK击败了华尔街巨头<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>的<a href=\"https://laohu8.com/S/EEMA\">iShares</a>部门和<a href=\"https://laohu8.com/S/STT\">道富银行</a>的ETF业务，吸引了82亿美元的资金流入，仅次于Vanguard先锋领航。晨星的数据显示，截至1月份，ARK的管理资产已经触及467亿美元。</p>\n<p>正如《华尔街日报》所评论的那样，伍德的“生财能力之强，鲜有基金经理能与之媲美”，当得起“印钞机”之名。</p>\n<p><b>在美股牛市中一举成名</b></p>\n<p>伍德、ARKK之所以迅速蹿红，是因为搭上了去年3月下旬以来成长股疯涨的东风。ARK旗下的5只ETF，都专注于那些“颠覆式”创新的公司，包括金融科技、基因组学、自动化技术、下一代互联网等等。</p>\n<p>而创建于2014年10月的旗舰基金ARKK，头部持仓包括电动汽车制造商<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> (NASDAQ:TSLA)、流媒体公司<a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a> (NASDAQ:ROKU)、数据支付公司Square Inc (NYSE:SQ)和远程医疗公司<a href=\"https://laohu8.com/S/TDOC\">Teladoc Inc</a> (NYSE:TDOC)。官网显示，特斯拉是该基金的重仓股，权重高达9.73%——伍德是最早一批买入特斯拉和比特币的机构投资者之一。</p>\n<p><img src=\"https://static.tigerbbs.com/2c0af98ef140344ada83da39f0fb82a6\" tg-width=\"907\" tg-height=\"269\" referrerpolicy=\"no-referrer\">ARKK的前十大持仓（官网截图）</p>\n<p>根据晨星的数据，ARKK在过去五年的年化收益率为45.47%。</p>\n<p>这就是为什么ARKK最近高位回落11%、伍德“警告”市场会出现恐慌、又大举抄底特斯拉等一言一行、一举一动都牵引着美股投资者神经的原因。</p>\n<p><b>特斯拉的“忠实信徒”：越跌越买引发争议</b></p>\n<p>虽然本周早些时候伍德在接受媒体采访时表示，如果收益率大幅上升，标普500指数的估值将会重置，但显然她认为这种重置将利好ARK的基金，“我们的投资组合将是估值重置背景下的首选” ，因为“我们会卖出这些仍在亏损的股票，买入那些我们‘信仰’的股票。”</p>\n<p>很明显，伍德的信仰是特斯拉。事实上，ARK周三披露，该公司的三只ETF——ARKK、ARK Autonomous Technology & Robotics ETF (NYSE:ARKQ)和ARK Next Generation Internet ETF (NYSE:ARKW)在前一天共计买入了240,548股特斯拉。此举引发了极大的争议。</p>\n<p>盛宝银行股票策略主管Peter Garnry认为，特斯拉、比特币 (BitfinexUSD)、ARK三者已经构成了一个“风险集群”，如果市场回调，ARK在生物技术股和特斯拉的高比例持仓将会带来曝险，导致业绩恶化、资金流出，并形成一个恶性循环。</p>\n<p>甚至有评论指出，伍德的最新抄底举动，显示出其水平与普通散户无异。</p>\n<p>不过，似乎正是这种风格，受到了散户的青睐。在前段时间因为“<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>事件”而爆红的Reddit子版块WallStreetsBets上，网民给伍德起了一个绰号，“Cathie Bae”，Bae既代表Babe（宝贝），也代表Before Anyone Else（赶在其他人之前），这些散户交易员十分热衷于讨论ARK最看好哪些股票，接下来可能会买入哪些标的。</p>\n<p><img src=\"https://static.tigerbbs.com/0dcf327bdc0629337911f94b035c0fe5\" tg-width=\"604\" tg-height=\"733\" referrerpolicy=\"no-referrer\">ARKK与QQQ走势对比<b>对冲ARKK下跌风险活动增加，但乐观氛围仍然浓厚</b></p>\n<p>帮助伍德登上神坛的趋势因子，也是美股牛市最火的趋势策略，最近正因为债券收益率的上升而陷入波动。然而，机构伯恩斯坦认为，考虑到新一轮刺激措施可能导致那些涨得很好的股票涌现出新需求，现在还不是做空趋势股的时候。</p>\n<p>确实有迹象显示，部分投资者在对冲ARKK的下跌。RBC Capital Markets的股票衍生品策略师西尔弗曼指出，从期权活动来看，针对ARKK下跌的保护需求正在增加。</p>\n<p>然而，Susquehanna的研究显示，虽然 ARKK近期表现疲软，但其资金流出规模不值一提。这表明，围绕这只明星基金的乐观情绪仍然高企。</p>","source":"lsy1594375853987","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”：去年回报率高达150%，坚定看好特斯拉</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“女股神”：去年回报率高达150%，坚定看好特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-24 19:08 北京时间 <a href=https://cn.investing.com/analysis/article-200461715><strong>英为财情Invest...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>有着“牛市女皇”、“女版巴菲特”等美誉的凯茜·伍德（Cathie Wood）可谓美股市场的当红炸子鸡。\n整个2020年，ARK Invest的旗舰基金ARK Innovation ETF (NYSE:ARKK)收益率高达150%。强劲业绩的吸引下，整个ARK的管理资金规模都大幅膨胀，从34亿美元激增至逾300亿美元。\n在1月份，ARK击败了华尔街巨头贝莱德的iShares部门和道富银行的ETF业务...</p>\n\n<a href=\"https://cn.investing.com/analysis/article-200461715\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ccb756af6511405ddf0612ef4b1552d6","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://cn.investing.com/analysis/article-200461715","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127190210","content_text":"有着“牛市女皇”、“女版巴菲特”等美誉的凯茜·伍德（Cathie Wood）可谓美股市场的当红炸子鸡。\n整个2020年，ARK Invest的旗舰基金ARK Innovation ETF (NYSE:ARKK)收益率高达150%。强劲业绩的吸引下，整个ARK的管理资金规模都大幅膨胀，从34亿美元激增至逾300亿美元。\n在1月份，ARK击败了华尔街巨头贝莱德的iShares部门和道富银行的ETF业务，吸引了82亿美元的资金流入，仅次于Vanguard先锋领航。晨星的数据显示，截至1月份，ARK的管理资产已经触及467亿美元。\n正如《华尔街日报》所评论的那样，伍德的“生财能力之强，鲜有基金经理能与之媲美”，当得起“印钞机”之名。\n在美股牛市中一举成名\n伍德、ARKK之所以迅速蹿红，是因为搭上了去年3月下旬以来成长股疯涨的东风。ARK旗下的5只ETF，都专注于那些“颠覆式”创新的公司，包括金融科技、基因组学、自动化技术、下一代互联网等等。\n而创建于2014年10月的旗舰基金ARKK，头部持仓包括电动汽车制造商特斯拉 (NASDAQ:TSLA)、流媒体公司Roku Inc (NASDAQ:ROKU)、数据支付公司Square Inc (NYSE:SQ)和远程医疗公司Teladoc Inc (NYSE:TDOC)。官网显示，特斯拉是该基金的重仓股，权重高达9.73%——伍德是最早一批买入特斯拉和比特币的机构投资者之一。\nARKK的前十大持仓（官网截图）\n根据晨星的数据，ARKK在过去五年的年化收益率为45.47%。\n这就是为什么ARKK最近高位回落11%、伍德“警告”市场会出现恐慌、又大举抄底特斯拉等一言一行、一举一动都牵引着美股投资者神经的原因。\n特斯拉的“忠实信徒”：越跌越买引发争议\n虽然本周早些时候伍德在接受媒体采访时表示，如果收益率大幅上升，标普500指数的估值将会重置，但显然她认为这种重置将利好ARK的基金，“我们的投资组合将是估值重置背景下的首选” ，因为“我们会卖出这些仍在亏损的股票，买入那些我们‘信仰’的股票。”\n很明显，伍德的信仰是特斯拉。事实上，ARK周三披露，该公司的三只ETF——ARKK、ARK Autonomous Technology & Robotics ETF (NYSE:ARKQ)和ARK Next Generation Internet ETF (NYSE:ARKW)在前一天共计买入了240,548股特斯拉。此举引发了极大的争议。\n盛宝银行股票策略主管Peter Garnry认为，特斯拉、比特币 (BitfinexUSD)、ARK三者已经构成了一个“风险集群”，如果市场回调，ARK在生物技术股和特斯拉的高比例持仓将会带来曝险，导致业绩恶化、资金流出，并形成一个恶性循环。\n甚至有评论指出，伍德的最新抄底举动，显示出其水平与普通散户无异。\n不过，似乎正是这种风格，受到了散户的青睐。在前段时间因为“游戏驿站事件”而爆红的Reddit子版块WallStreetsBets上，网民给伍德起了一个绰号，“Cathie Bae”，Bae既代表Babe（宝贝），也代表Before Anyone Else（赶在其他人之前），这些散户交易员十分热衷于讨论ARK最看好哪些股票，接下来可能会买入哪些标的。\nARKK与QQQ走势对比对冲ARKK下跌风险活动增加，但乐观氛围仍然浓厚\n帮助伍德登上神坛的趋势因子，也是美股牛市最火的趋势策略，最近正因为债券收益率的上升而陷入波动。然而，机构伯恩斯坦认为，考虑到新一轮刺激措施可能导致那些涨得很好的股票涌现出新需求，现在还不是做空趋势股的时候。\n确实有迹象显示，部分投资者在对冲ARKK的下跌。RBC Capital Markets的股票衍生品策略师西尔弗曼指出，从期权活动来看，针对ARKK下跌的保护需求正在增加。\n然而，Susquehanna的研究显示，虽然 ARKK近期表现疲软，但其资金流出规模不值一提。这表明，围绕这只明星基金的乐观情绪仍然高企。","news_type":1},"isVote":1,"tweetType":1,"viewCount":751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363136796,"gmtCreate":1614099468915,"gmtModify":1634551164169,"author":{"id":"3574855412304997","authorId":"3574855412304997","authorIdStr":"3574855412304997","name":"QQQ666","avatar":"https://static.tigerbbs.com/199f67a18bd2c6a6f6d68a88fb87e9bf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574855412304997"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$</a>不上不下是真坚挺啊。。","listText":"<a 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23:06","market":"us","language":"zh","title":"游戏驿站一度跌到停牌，逼空概念面临“围剿”","url":"https://stock-news.laohu8.com/highlight/detail?id=1126374538","media":"老虎资讯综合","summary":"周一，散户逼空风暴的龙头股游戏驿站一度临时停牌，停牌前跌34.44%。截至发稿，游戏驿站恢复交易，现跌超32%。美国国会议员Green将于2月1日美东时间11:30（北京时间2月2日00:30）讨论游","content":"<p>周一，散户逼空风暴的龙头股<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>一度临时停牌，停牌前跌34.44%。截至发稿，游戏驿站恢复交易，现跌超32%。</p><p><img src=\"https://static.tigerbbs.com/d391d8581e0957ddd75ad98b850db79a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>美国国会议员Green将于2月1日美东时间11:30（北京时间2月2日00:30）讨论<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>和券商Robinhood。</p><p>与此同时，其它热门逼空概念股中，<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>涨4%，开盘时一度涨超20%，<a href=\"https://laohu8.com/S/0HAF.UK\">诺基亚</a>涨2.52%；<a href=\"https://laohu8.com/S/BB\">黑莓</a>跌4.61%，<a href=\"https://laohu8.com/S/BBBY\">3B家居</a>跌超15%。</p><p>另外，据美国当地监测平台报告，用户称此前限制逼空概念股交易的在线券商Robinhood出现“网络问题”。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-02-01 23:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周一，散户逼空风暴的龙头股<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>一度临时停牌，停牌前跌34.44%。截至发稿，游戏驿站恢复交易，现跌超32%。</p><p><img src=\"https://static.tigerbbs.com/d391d8581e0957ddd75ad98b850db79a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>美国国会议员Green将于2月1日美东时间11:30（北京时间2月2日00:30）讨论<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>和券商Robinhood。</p><p>与此同时，其它热门逼空概念股中，<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>涨4%，开盘时一度涨超20%，<a href=\"https://laohu8.com/S/0HAF.UK\">诺基亚</a>涨2.52%；<a href=\"https://laohu8.com/S/BB\">黑莓</a>跌4.61%，<a href=\"https://laohu8.com/S/BBBY\">3B家居</a>跌超15%。</p><p>另外，据美国当地监测平台报告，用户称此前限制逼空概念股交易的在线券商Robinhood出现“网络问题”。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/25309d030f19888256852f3aefe0ea2e","relate_stocks":{"GME":"游戏驿站"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126374538","content_text":"周一，散户逼空风暴的龙头股游戏驿站一度临时停牌，停牌前跌34.44%。截至发稿，游戏驿站恢复交易，现跌超32%。美国国会议员Green将于2月1日美东时间11:30（北京时间2月2日00:30）讨论游戏驿站和券商Robinhood。与此同时，其它热门逼空概念股中，AMC院线涨4%，开盘时一度涨超20%，诺基亚涨2.52%；黑莓跌4.61%，3B家居跌超15%。另外，据美国当地监测平台报告，用户称此前限制逼空概念股交易的在线券商Robinhood出现“网络问题”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
