贫道游方的个人主页 - 老虎社区

贫道游方

贫道游方

真的麻烦。

IP属地：福建

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0勋章

08-16 22:02

$Faraday Future(FFIE)$ 美股可以无限做空的股票仅此一家。合股后可以一直空到它退市。

08-16 20:48

$英伟达(NVDA)$ 空方启动，力量有限。神坑区位继续磨洋工。

08-15 23:37

$英伟达(NVDA)$ 多转空技术线缓慢启动咯。

08-13

$英伟达(NVDA)$ 118～127短线神坑区位。看你们怎么演。

08-07

$Elevation Oncology, Inc.(ELEV)$ 超跌了，主力想干嘛？

08-07

$英伟达(NVDA)$ 这货又要暴涨了？

08-05

$特斯拉(TSLA)$ 方向反了。[开心]

08-03

$特斯拉(TSLA)$ 这下不用跳空了。直接回175

07-28

$特斯拉(TSLA)$ 下周或者下下周大概，差不多就这样，这是滚木头之战。

07-25

$特斯拉(TSLA)$ 还差一个跳空。会不会继续跳？

07-24

$苹果(AAPL)$ 回印度

07-22

一个特朗普，一个特没谱。两个都不太靠谱[开心]

07-20

人家买到就是赚到，你说呢，木头姐？

全球宕机引发暴跌之际，“木头姐”大手笔买入CrowdStrike

07-19

$特斯拉(TSLA)$ 不跳空真麻烦。

07-19

$英伟达(NVDA)$ 风火山林

07-18

$特斯拉(TSLA)$ 如果下跳空呢？特朗普目前还不是总统。

07-18

$英伟达(NVDA)$ 今晚的结局会令人意想不到吗？。

07-17

$特斯拉(TSLA)$ 木头的一嗓子，马斯克即将人仰马翻？

07-17

这家伙一嗓子将喊的马斯克直接跳上火箭奔火星。

“木头姐”再度站台Robotaxi，并霸气喊话：特斯拉股价有望飙涨10倍

07-17

$英伟达(NVDA)$ 没咋到位，弹起又准备割韭菜吗。

去老虎APP查看更多动态

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多转空技术线缓慢启动咯。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338720885190664","isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338079270510832,"gmtCreate":1723557921145,"gmtModify":1723557958573,"author":{"id":"4180959716371580","authorId":"4180959716371580","name":"贫道游方","avatar":"https://static.tigerbbs.com/9e4958454c81b89bd71439441e62af1b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 118～127短线神坑区位。看你们怎么演。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 118～127短线神坑区位。看你们怎么演。","text":"$英伟达(NVDA)$ 118～127短线神坑区位。看你们怎么演。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338079270510832","isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336093217120664,"gmtCreate":1723040513388,"gmtModify":1723040514810,"author":{"id":"4180959716371580","authorId":"4180959716371580","name":"贫道游方","avatar":"https://static.tigerbbs.com/9e4958454c81b89bd71439441e62af1b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ELEV\">$Elevation Oncology, Inc.(ELEV)$ </a> 超跌了，主力想干嘛？","listText":"<a href=\"https://laohu8.com/S/ELEV\">$Elevation Oncology, Inc.(ELEV)$ </a> 超跌了，主力想干嘛？","text":"$Elevation Oncology, Inc.(ELEV)$ 超跌了，主力想干嘛？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336093217120664","isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335584023933136,"gmtCreate":1722967543546,"gmtModify":1722993966238,"author":{"id":"4180959716371580","authorId":"4180959716371580","name":"贫道游方","avatar":"https://static.tigerbbs.com/9e4958454c81b89bd71439441e62af1b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 这货又要暴涨了？","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 这货又要暴涨了？","text":"$英伟达(NVDA)$ 这货又要暴涨了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/335584023933136","isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571926598065209","authorId":"3571926598065209","name":"雪梨小茜","avatar":"https://static.tigerbbs.com/4e9e8cb3b0823337fba059536638b32a","crmLevel":8,"crmLevelSwitch":1},"content":"震荡区间100-110","text":"震荡区间100-110","html":"震荡区间100-110"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335197338689816,"gmtCreate":1722867434501,"gmtModify":1722867435912,"author":{"id":"4180959716371580","authorId":"4180959716371580","name":"贫道游方","avatar":"https://static.tigerbbs.com/9e4958454c81b89bd71439441e62af1b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>方向反了。[开心]&nbsp;&nbsp;","listText":"<a 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这下不用跳空了。直接回175","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334184274301200","isVote":1,"tweetType":1,"viewCount":2391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332312115535976,"gmtCreate":1722137798602,"gmtModify":1722137860557,"author":{"id":"4180959716371580","authorId":"4180959716371580","name":"贫道游方","avatar":"https://static.tigerbbs.com/9e4958454c81b89bd71439441e62af1b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 下周或者下下周大概，差不多就这样，这是滚木头之战。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 下周或者下下周大概，差不多就这样，这是滚木头之战。","text":"$特斯拉(TSLA)$ 下周或者下下周大概，差不多就这样，这是滚木头之战。","images":[{"img":"https://static.tigerbbs.com/84903d4b0399d2f28769d1b0aca2695d","width":"1916","height":"2160"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/332312115535976","isVote":1,"tweetType":1,"viewCount":2376,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3532600836226527","authorId":"3532600836226527","name":"大鱼海棠_4922","avatar":"https://static.tigerbbs.com/9b23c8adf7d1eae7919cdaccc2da3aa8","crmLevel":5,"crmLevelSwitch":0},"content":"你这是看涨还是看跌啊","text":"你这是看涨还是看跌啊","html":"你这是看涨还是看跌啊"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":331301134356664,"gmtCreate":1721890992805,"gmtModify":1721890994445,"author":{"id":"4180959716371580","authorId":"4180959716371580","name":"贫道游方","avatar":"https://static.tigerbbs.com/9e4958454c81b89bd71439441e62af1b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 还差一个跳空。会不会继续跳？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 还差一个跳空。会不会继续跳？","text":"$特斯拉(TSLA)$ 还差一个跳空。会不会继续跳？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331301134356664","isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330647026143440,"gmtCreate":1721755335822,"gmtModify":1721755337166,"author":{"id":"4180959716371580","authorId":"4180959716371580","name":"贫道游方","avatar":"https://static.tigerbbs.com/9e4958454c81b89bd71439441e62af1b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v> 回印度","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v> 回印度","text":"$苹果(AAPL)$ 回印度","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330647026143440","isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330236691497048,"gmtCreate":1721654634953,"gmtModify":1721657210992,"author":{"id":"4180959716371580","authorId":"4180959716371580","name":"贫道游方","avatar":"https://static.tigerbbs.com/9e4958454c81b89bd71439441e62af1b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"一个特朗普，一个特没谱。两个都不太靠谱[开心]&nbsp;&nbsp;","listText":"一个特朗普，一个特没谱。两个都不太靠谱[开心]&nbsp;&nbsp;","text":"一个特朗普，一个特没谱。两个都不太靠谱[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330236691497048","isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":329402107383864,"gmtCreate":1721450876927,"gmtModify":1721450878992,"author":{"id":"4180959716371580","authorId":"4180959716371580","name":"贫道游方","avatar":"https://static.tigerbbs.com/9e4958454c81b89bd71439441e62af1b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"人家买到就是赚到，你说呢，木头姐？","listText":"人家买到就是赚到，你说呢，木头姐？","text":"人家买到就是赚到，你说呢，木头姐？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329402107383864","repostId":"1115211829","repostType":4,"repost":{"id":"1115211829","pubTimestamp":1721441114,"share":"https://www.laohu8.com/m/news/1115211829?lang=&edition=full","pubTime":"2024-07-20 10:05","market":"us","language":"zh","title":"全球宕机引发暴跌之际，“木头姐”大手笔买入CrowdStrike","url":"https://stock-news.laohu8.com/highlight/detail?id=1115211829","media":"智通财经","summary":"7月20日，交易所文件显示，方舟基金创始人Cathie Wood旗下方舟投资管理公司出售了88545股Roblox股票、17607股特斯拉股票、16758股Coinbase股票，买入38595股 Crowdstrike股票。","content":"<html><head></head><body><blockquote><p><strong>交易所文件显示，方舟基金创始人Cathie Wood旗下方舟投资管理公司出售了88545股Roblox股票、17607股<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股票、16758股Coinbase股票，买入38595股 Crowdstrike股票。</strong></p></blockquote><p>周五，全球性IT系统瘫痪引发了市场动荡，其“始作俑者”网络安全公司CrowdStrike暴跌超11%，而著名投资人木头姐Cathie Wood管理的ARK ETF却逆市抄底了CrowdStrike。</p><p style=\"text-align: justify;\">当地时间7月19日，木头姐旗下方舟投资通过其ARKW和ARKF ETF逆势买入了价值约1324万美元的38595股CrowdStrike股票。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af5ae848ae2720742e30c469b2bb301e\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">除了增持CrowdStrike外，ARK还增持了软件开发平台GitLab Inc的股份，通过ARKW ETF买入了38519股股票，价值略高于200万美元。</p><p style=\"text-align: justify;\">在增持某些公司股份的同时，ARK也对其他一些公司进行了减持。其中最显著的例子是，ARK通过ARKW ETF减持了电动汽车巨头特斯拉的股份，售出了17,607股，价值接近439万美元。这一减持行动延续了本周早些时候的趋势，ARK在7月18日星期四已大量抛售了特斯拉的股票。</p><p style=\"text-align: justify;\">同样遭到减持的还有加密货币交易平台Coinbase Global Inc，ARK通过ARKW ETF售出了16,758股，总价值达到391万美元。这一系列减持Coinbase股票的行为，反映了与上周交易模式的连续性。</p><p style=\"text-align: justify;\">其他值得关注的减持案例包括Roblox Corp的88,545股，通过ARKF ETF售出，价值约为352万美元，以及直觉外科公司的3,623股，通过ARKQ ETF售出，价值约151万美元。</p><p style=\"text-align: justify;\">此外，ARK的投资活动还包括对UiPath Inc的股份减持，以及对尚在私有阶段的Oklo Inc的持续买入。后者的持续买入可能表明ARK在其投资策略中所识别的潜在趋势。</p><p style=\"text-align: justify;\">整体来看，ARK ETF的这一系列交易活动，不仅展现了其对市场动态的敏锐洞察，也反映了其对投资组合进行持续优化和调整的策略。投资者对这些交易的动向应保持关注，以洞察市场趋势和投资机会。</p></body></html>","source":"highlight_zhitongcaijin","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\" 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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全球宕机引发暴跌之际，“木头姐”大手笔买入CrowdStrike\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-20 10:05 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1153552.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>交易所文件显示，方舟基金创始人Cathie Wood旗下方舟投资管理公司出售了88545股Roblox股票、17607股特斯拉股票、16758股Coinbase股票，买入38595股 Crowdstrike股票。周五，全球性IT系统瘫痪引发了市场动荡，其“始作俑者”网络安全公司CrowdStrike暴跌超11%，而著名投资人木头姐Cathie Wood管理的ARK ETF却逆市抄底了...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1153552.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4527":"明星科技股","BK4588":"碎股","BK4550":"红杉资本持仓","CRWD":"CrowdStrike Holdings, Inc.","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1429558221.USD":"Natixis Loomis 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ETF逆势买入了价值约1324万美元的38595股CrowdStrike股票。除了增持CrowdStrike外，ARK还增持了软件开发平台GitLab Inc的股份，通过ARKW ETF买入了38519股股票，价值略高于200万美元。在增持某些公司股份的同时，ARK也对其他一些公司进行了减持。其中最显著的例子是，ARK通过ARKW ETF减持了电动汽车巨头特斯拉的股份，售出了17,607股，价值接近439万美元。这一减持行动延续了本周早些时候的趋势，ARK在7月18日星期四已大量抛售了特斯拉的股票。同样遭到减持的还有加密货币交易平台Coinbase Global Inc，ARK通过ARKW ETF售出了16,758股，总价值达到391万美元。这一系列减持Coinbase股票的行为，反映了与上周交易模式的连续性。其他值得关注的减持案例包括Roblox Corp的88,545股，通过ARKF ETF售出，价值约为352万美元，以及直觉外科公司的3,623股，通过ARKQ ETF售出，价值约151万美元。此外，ARK的投资活动还包括对UiPath Inc的股份减持，以及对尚在私有阶段的Oklo Inc的持续买入。后者的持续买入可能表明ARK在其投资策略中所识别的潜在趋势。整体来看，ARK 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木头的一嗓子，马斯克即将人仰马翻？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/328427066703960","isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人老马","avatar":"https://static.tigerbbs.com/352144670446c0e317c0246cfb51b25d","crmLevel":8,"crmLevelSwitch":0},"content":"木头只认准了Robotaxi 的价值，其他全看不到","text":"木头只认准了Robotaxi 的价值，其他全看不到","html":"木头只认准了Robotaxi 的价值，其他全看不到"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328445473018024,"gmtCreate":1721222226730,"gmtModify":1721222229005,"author":{"id":"4180959716371580","authorId":"4180959716371580","name":"贫道游方","avatar":"https://static.tigerbbs.com/9e4958454c81b89bd71439441e62af1b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这家伙一嗓子将喊的马斯克直接跳上火箭奔火星。","listText":"这家伙一嗓子将喊的马斯克直接跳上火箭奔火星。","text":"这家伙一嗓子将喊的马斯克直接跳上火箭奔火星。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328445473018024","repostId":"2452970738","repostType":4,"repost":{"id":"2452970738","pubTimestamp":1721186002,"share":"https://www.laohu8.com/m/news/2452970738?lang=&edition=full","pubTime":"2024-07-17 11:13","market":"us","language":"zh","title":"“木头姐”再度站台Robotaxi，并霸气喊话：特斯拉股价有望飙涨10倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2452970738","media":"智通财经","summary":"智通财经APP获悉，方舟投资管理公司的“木头姐”凯茜·伍德表示，特斯拉进军利润更高的Robotaxi平台业务将推动其股价上涨约10倍。木头姐将Robotaxi生态系统描述为“8万亿至10万亿美元的全球收入机会”，认为特斯拉等平台提供商将分得其中的一半。据上周报道，特斯拉将其计划中的Robotaxi发布时间推迟2个月至10月，为团队留出更多时间制造原型车。木头姐继续对英伟达的天价估值表示怀疑。","content":"<html><head></head><body><p>7月17日，方舟投资管理公司(Ark Investment)的“木头姐”凯茜·伍德(Cathie Wood)表示，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>进军利润更高的Robotaxi平台业务将推动其股价上涨约10倍。木头姐将Robotaxi生态系统描述为“8万亿至10万亿美元的全球收入机会”，认为特斯拉等平台提供商将分得其中的一半。</p><p>她告诉Bloomberg Television和Bloomberg Intelligence，投资者正从单纯将特斯拉视为一家电动汽车制造商，转而认真考虑Robotaxi带来的未来潜力。</p><p>她称，Ark对特斯拉的估值主要基于其自动驾驶潜力，“Robotaxi平台是当今最大的人工智能项目，如果我们是对的，这只股票还有很长的路要走。”</p><p>在木头姐发表上述言论之前，由于全球电动汽车销售放缓，特斯拉今年截至4月22日已下跌近43%，过去两个月的反弹抹去了大部分损失，但其表现仍远远落后于“美股七姐妹”的其他科技巨头。</p><p>值得一提的是，木头姐长期以来一直坚定看好特斯拉，该股也是方舟创新ETF (Ark Innovation ETF)的首选。部分出于赎回因素，该基金今年亏损近9%，资产缩水约三分之一。而<a href=\"https://laohu8.com/S/161125\">标普500</a>指数相比之下却上涨了18%。此外，木头姐以做出夸张的预测而闻名，包括她预测比特币到2030年将达到148万美元。</p><p>木头姐表示，Robotaxi网络将是一个“赢家通吃”的机会，能够以最安全、最快捷的方式将乘客从A地送到B地的供应商将赢得最大的业务份额。她补充说，该网络提供商将能够从其平台上的车队所有者产生的收入中获得30%至50%的份额，从而获得“具有爆炸性现金流的经常性收入”，以及超过50%的利润率。这背离了制造和销售，或“一次性完成”的汽车制造商业模式。</p><p>她说:“我们认为人们忽略了这一点:机会的规模、扩张的速度以及盈利能力”，并补充说，预计特斯拉将引领美国市场。</p><p>上周，特斯拉在规模65亿美元的ARK创新ETF基金中的权重超过了15%。木头姐说，一旦Ark在投资组合中的权重达到10%，通常便不会加仓。虽然持仓或因股价上涨而继续上升，但该公司通常会在股价达到特斯拉的水平之前就开始抛售。</p><p>她说，Ark Invest已通过特斯拉获得不少利润，但也允许其股价飙升至正常上限之外，因为她相信该公司即将分享更多Robotaxi项目的信息。</p><p>据上周报道，特斯拉将其计划中的Robotaxi发布时间推迟2个月至10月，为团队留出更多时间制造原型车。消息发布后，该股下挫8.4%，创下今年1月以来最大单日跌幅。</p><p>不过，木头姐并不担心，“我们可能离Robotaxi的机会越来越近了，而不是更远”，“马斯克想向我们展示一些比8月8日看到的更令人敬畏的东西。他认为，到10月份这是可能的。”</p><p>特斯拉还未获得监管部门让无人驾驶汽车上路的批准，此外，若缺失人类的持续性监督，汽车仍无法完全安全行驶。不过，许多投资者认为，该公司最终将把这项技术推向市场，随着马斯克越愈加乐观的言论，特斯拉股价也随之上涨。</p><p>Ark的估值模型并没有考虑到特斯拉在中国的潜力，以及人形<a href=\"https://laohu8.com/S/300024\">机器人</a>和储能领域的潜力。今年4月，在与中国科技巨头<a href=\"https://laohu8.com/S/BIDU\">百度</a>公司(Baidu Inc.)达成地图和导航协议，并满足数据安全和隐私保护要求后，马斯克原则上获得了中国官员的批准，将其驾驶辅助系统部署到全球最大的汽车市场。</p><p>她提到，随着自动驾驶趋势在运输行业的蔓延，自动驾驶卡车可能将提供点对点服务，并削弱铁路的定价。她补充说，资深投资者沃伦•巴菲特(Warren Buffett)青睐的铁路系统或将“受困于搁浅的资产”。</p><p>木头姐继续对<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)的天价估值表示怀疑。2014年，Ark以4美元的价格买入了这家专注于人工智能的芯片制造商，并一直持有到拆股调整后的近40美元的水平。但在去年美股出现惊人反弹之前，却出售了大部分英伟达股份。</p><p>木头姐认为，将该股推高到目前高度的投资者并未考虑到企业需要多久才能明确如何采用变革性人工智能技术，她说:“在我们看来，这只是太多、太快了。”</p><p><strong>市场集中度</strong></p><p>木头姐称，投资者一直在涌入“美股六巨头”，并推动市场集中度超过1932年的水平。彼时，投资者纷纷涌向AT&amp;T(T.US)等大型股，这些公司具备的庞大现金缓冲和自由现金流被视为更高的在金融危机后的存活概率。然而，与此相反，在随后四年里，小型公司的表现却优于其他公司。</p><p>同样，更高的利率目前也促使投资者转向“华丽六巨头”，因为这些公司拥有大量现金头寸，同时也部分源于其人工智能推动了收入增长。随着利率下降，投资者的风险偏好将扩大到其他拥有颠覆性技术的股票。</p><p>伍德说:“现在不是出售我们策略的好时机。”“我们相信利率会下降，而且下降幅度将比大多数人想象的要大。”</p></body></html>","source":"stock_zhitongcaijing","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\" 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href=http://www.zhitongcaijing.com/content/detail/1151897.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月17日，方舟投资管理公司(Ark Investment)的“木头姐”凯茜·伍德(Cathie Wood)表示，特斯拉进军利润更高的Robotaxi平台业务将推动其股价上涨约10倍。木头姐将Robotaxi生态系统描述为“8万亿至10万亿美元的全球收入机会”，认为特斯拉等平台提供商将分得其中的一半。她告诉Bloomberg Television和Bloomberg Intelligence，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1151897.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET 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ETF)的首选。部分出于赎回因素，该基金今年亏损近9%，资产缩水约三分之一。而标普500指数相比之下却上涨了18%。此外，木头姐以做出夸张的预测而闻名，包括她预测比特币到2030年将达到148万美元。木头姐表示，Robotaxi网络将是一个“赢家通吃”的机会，能够以最安全、最快捷的方式将乘客从A地送到B地的供应商将赢得最大的业务份额。她补充说，该网络提供商将能够从其平台上的车队所有者产生的收入中获得30%至50%的份额，从而获得“具有爆炸性现金流的经常性收入”，以及超过50%的利润率。这背离了制造和销售，或“一次性完成”的汽车制造商业模式。她说:“我们认为人们忽略了这一点:机会的规模、扩张的速度以及盈利能力”，并补充说，预计特斯拉将引领美国市场。上周，特斯拉在规模65亿美元的ARK创新ETF基金中的权重超过了15%。木头姐说，一旦Ark在投资组合中的权重达到10%，通常便不会加仓。虽然持仓或因股价上涨而继续上升，但该公司通常会在股价达到特斯拉的水平之前就开始抛售。她说，Ark Invest已通过特斯拉获得不少利润，但也允许其股价飙升至正常上限之外，因为她相信该公司即将分享更多Robotaxi项目的信息。据上周报道，特斯拉将其计划中的Robotaxi发布时间推迟2个月至10月，为团队留出更多时间制造原型车。消息发布后，该股下挫8.4%，创下今年1月以来最大单日跌幅。不过，木头姐并不担心，“我们可能离Robotaxi的机会越来越近了，而不是更远”，“马斯克想向我们展示一些比8月8日看到的更令人敬畏的东西。他认为，到10月份这是可能的。”特斯拉还未获得监管部门让无人驾驶汽车上路的批准，此外，若缺失人类的持续性监督，汽车仍无法完全安全行驶。不过，许多投资者认为，该公司最终将把这项技术推向市场，随着马斯克越愈加乐观的言论，特斯拉股价也随之上涨。Ark的估值模型并没有考虑到特斯拉在中国的潜力，以及人形机器人和储能领域的潜力。今年4月，在与中国科技巨头百度公司(Baidu Inc.)达成地图和导航协议，并满足数据安全和隐私保护要求后，马斯克原则上获得了中国官员的批准，将其驾驶辅助系统部署到全球最大的汽车市场。她提到，随着自动驾驶趋势在运输行业的蔓延，自动驾驶卡车可能将提供点对点服务，并削弱铁路的定价。她补充说，资深投资者沃伦•巴菲特(Warren Buffett)青睐的铁路系统或将“受困于搁浅的资产”。木头姐继续对英伟达(NVDA.US)的天价估值表示怀疑。2014年，Ark以4美元的价格买入了这家专注于人工智能的芯片制造商，并一直持有到拆股调整后的近40美元的水平。但在去年美股出现惊人反弹之前，却出售了大部分英伟达股份。木头姐认为，将该股推高到目前高度的投资者并未考虑到企业需要多久才能明确如何采用变革性人工智能技术，她说:“在我们看来，这只是太多、太快了。”市场集中度木头姐称，投资者一直在涌入“美股六巨头”，并推动市场集中度超过1932年的水平。彼时，投资者纷纷涌向AT&T(T.US)等大型股，这些公司具备的庞大现金缓冲和自由现金流被视为更高的在金融危机后的存活概率。然而，与此相反，在随后四年里，小型公司的表现却优于其他公司。同样，更高的利率目前也促使投资者转向“华丽六巨头”，因为这些公司拥有大量现金头寸，同时也部分源于其人工智能推动了收入增长。随着利率下降，投资者的风险偏好将扩大到其他拥有颠覆性技术的股票。伍德说:“现在不是出售我们策略的好时机。”“我们相信利率会下降，而且下降幅度将比大多数人想象的要大。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328429916307488,"gmtCreate":1721218503021,"gmtModify":1721218504465,"author":{"id":"4180959716371580","authorId":"4180959716371580","name":"贫道游方","avatar":"https://static.tigerbbs.com/9e4958454c81b89bd71439441e62af1b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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11:13","market":"us","language":"zh","title":"“木头姐”再度站台Robotaxi，并霸气喊话：特斯拉股价有望飙涨10倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2452970738","media":"智通财经","summary":"智通财经APP获悉，方舟投资管理公司的“木头姐”凯茜·伍德表示，特斯拉进军利润更高的Robotaxi平台业务将推动其股价上涨约10倍。木头姐将Robotaxi生态系统描述为“8万亿至10万亿美元的全球收入机会”，认为特斯拉等平台提供商将分得其中的一半。据上周报道，特斯拉将其计划中的Robotaxi发布时间推迟2个月至10月，为团队留出更多时间制造原型车。木头姐继续对英伟达的天价估值表示怀疑。","content":"<html><head></head><body><p>7月17日，方舟投资管理公司(Ark Investment)的“木头姐”凯茜·伍德(Cathie Wood)表示，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>进军利润更高的Robotaxi平台业务将推动其股价上涨约10倍。木头姐将Robotaxi生态系统描述为“8万亿至10万亿美元的全球收入机会”，认为特斯拉等平台提供商将分得其中的一半。</p><p>她告诉Bloomberg Television和Bloomberg Intelligence，投资者正从单纯将特斯拉视为一家电动汽车制造商，转而认真考虑Robotaxi带来的未来潜力。</p><p>她称，Ark对特斯拉的估值主要基于其自动驾驶潜力，“Robotaxi平台是当今最大的人工智能项目，如果我们是对的，这只股票还有很长的路要走。”</p><p>在木头姐发表上述言论之前，由于全球电动汽车销售放缓，特斯拉今年截至4月22日已下跌近43%，过去两个月的反弹抹去了大部分损失，但其表现仍远远落后于“美股七姐妹”的其他科技巨头。</p><p>值得一提的是，木头姐长期以来一直坚定看好特斯拉，该股也是方舟创新ETF (Ark Innovation ETF)的首选。部分出于赎回因素，该基金今年亏损近9%，资产缩水约三分之一。而<a href=\"https://laohu8.com/S/161125\">标普500</a>指数相比之下却上涨了18%。此外，木头姐以做出夸张的预测而闻名，包括她预测比特币到2030年将达到148万美元。</p><p>木头姐表示，Robotaxi网络将是一个“赢家通吃”的机会，能够以最安全、最快捷的方式将乘客从A地送到B地的供应商将赢得最大的业务份额。她补充说，该网络提供商将能够从其平台上的车队所有者产生的收入中获得30%至50%的份额，从而获得“具有爆炸性现金流的经常性收入”，以及超过50%的利润率。这背离了制造和销售，或“一次性完成”的汽车制造商业模式。</p><p>她说:“我们认为人们忽略了这一点:机会的规模、扩张的速度以及盈利能力”，并补充说，预计特斯拉将引领美国市场。</p><p>上周，特斯拉在规模65亿美元的ARK创新ETF基金中的权重超过了15%。木头姐说，一旦Ark在投资组合中的权重达到10%，通常便不会加仓。虽然持仓或因股价上涨而继续上升，但该公司通常会在股价达到特斯拉的水平之前就开始抛售。</p><p>她说，Ark Invest已通过特斯拉获得不少利润，但也允许其股价飙升至正常上限之外，因为她相信该公司即将分享更多Robotaxi项目的信息。</p><p>据上周报道，特斯拉将其计划中的Robotaxi发布时间推迟2个月至10月，为团队留出更多时间制造原型车。消息发布后，该股下挫8.4%，创下今年1月以来最大单日跌幅。</p><p>不过，木头姐并不担心，“我们可能离Robotaxi的机会越来越近了，而不是更远”，“马斯克想向我们展示一些比8月8日看到的更令人敬畏的东西。他认为，到10月份这是可能的。”</p><p>特斯拉还未获得监管部门让无人驾驶汽车上路的批准，此外，若缺失人类的持续性监督，汽车仍无法完全安全行驶。不过，许多投资者认为，该公司最终将把这项技术推向市场，随着马斯克越愈加乐观的言论，特斯拉股价也随之上涨。</p><p>Ark的估值模型并没有考虑到特斯拉在中国的潜力，以及人形<a href=\"https://laohu8.com/S/300024\">机器人</a>和储能领域的潜力。今年4月，在与中国科技巨头<a href=\"https://laohu8.com/S/BIDU\">百度</a>公司(Baidu Inc.)达成地图和导航协议，并满足数据安全和隐私保护要求后，马斯克原则上获得了中国官员的批准，将其驾驶辅助系统部署到全球最大的汽车市场。</p><p>她提到，随着自动驾驶趋势在运输行业的蔓延，自动驾驶卡车可能将提供点对点服务，并削弱铁路的定价。她补充说，资深投资者沃伦•巴菲特(Warren Buffett)青睐的铁路系统或将“受困于搁浅的资产”。</p><p>木头姐继续对<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)的天价估值表示怀疑。2014年，Ark以4美元的价格买入了这家专注于人工智能的芯片制造商，并一直持有到拆股调整后的近40美元的水平。但在去年美股出现惊人反弹之前，却出售了大部分英伟达股份。</p><p>木头姐认为，将该股推高到目前高度的投资者并未考虑到企业需要多久才能明确如何采用变革性人工智能技术，她说:“在我们看来，这只是太多、太快了。”</p><p><strong>市场集中度</strong></p><p>木头姐称，投资者一直在涌入“美股六巨头”，并推动市场集中度超过1932年的水平。彼时，投资者纷纷涌向AT&amp;T(T.US)等大型股，这些公司具备的庞大现金缓冲和自由现金流被视为更高的在金融危机后的存活概率。然而，与此相反，在随后四年里，小型公司的表现却优于其他公司。</p><p>同样，更高的利率目前也促使投资者转向“华丽六巨头”，因为这些公司拥有大量现金头寸，同时也部分源于其人工智能推动了收入增长。随着利率下降，投资者的风险偏好将扩大到其他拥有颠覆性技术的股票。</p><p>伍德说:“现在不是出售我们策略的好时机。”“我们相信利率会下降，而且下降幅度将比大多数人想象的要大。”</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“木头姐”再度站台Robotaxi，并霸气喊话：特斯拉股价有望飙涨10倍</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; 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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”再度站台Robotaxi，并霸气喊话：特斯拉股价有望飙涨10倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-17 11:13 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1151897.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月17日，方舟投资管理公司(Ark Investment)的“木头姐”凯茜·伍德(Cathie Wood)表示，特斯拉进军利润更高的Robotaxi平台业务将推动其股价上涨约10倍。木头姐将Robotaxi生态系统描述为“8万亿至10万亿美元的全球收入机会”，认为特斯拉等平台提供商将分得其中的一半。她告诉Bloomberg Television和Bloomberg Intelligence，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1151897.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET 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ETF)的首选。部分出于赎回因素，该基金今年亏损近9%，资产缩水约三分之一。而标普500指数相比之下却上涨了18%。此外，木头姐以做出夸张的预测而闻名，包括她预测比特币到2030年将达到148万美元。木头姐表示，Robotaxi网络将是一个“赢家通吃”的机会，能够以最安全、最快捷的方式将乘客从A地送到B地的供应商将赢得最大的业务份额。她补充说，该网络提供商将能够从其平台上的车队所有者产生的收入中获得30%至50%的份额，从而获得“具有爆炸性现金流的经常性收入”，以及超过50%的利润率。这背离了制造和销售，或“一次性完成”的汽车制造商业模式。她说:“我们认为人们忽略了这一点:机会的规模、扩张的速度以及盈利能力”，并补充说，预计特斯拉将引领美国市场。上周，特斯拉在规模65亿美元的ARK创新ETF基金中的权重超过了15%。木头姐说，一旦Ark在投资组合中的权重达到10%，通常便不会加仓。虽然持仓或因股价上涨而继续上升，但该公司通常会在股价达到特斯拉的水平之前就开始抛售。她说，Ark Invest已通过特斯拉获得不少利润，但也允许其股价飙升至正常上限之外，因为她相信该公司即将分享更多Robotaxi项目的信息。据上周报道，特斯拉将其计划中的Robotaxi发布时间推迟2个月至10月，为团队留出更多时间制造原型车。消息发布后，该股下挫8.4%，创下今年1月以来最大单日跌幅。不过，木头姐并不担心，“我们可能离Robotaxi的机会越来越近了，而不是更远”，“马斯克想向我们展示一些比8月8日看到的更令人敬畏的东西。他认为，到10月份这是可能的。”特斯拉还未获得监管部门让无人驾驶汽车上路的批准，此外，若缺失人类的持续性监督，汽车仍无法完全安全行驶。不过，许多投资者认为，该公司最终将把这项技术推向市场，随着马斯克越愈加乐观的言论，特斯拉股价也随之上涨。Ark的估值模型并没有考虑到特斯拉在中国的潜力，以及人形机器人和储能领域的潜力。今年4月，在与中国科技巨头百度公司(Baidu Inc.)达成地图和导航协议，并满足数据安全和隐私保护要求后，马斯克原则上获得了中国官员的批准，将其驾驶辅助系统部署到全球最大的汽车市场。她提到，随着自动驾驶趋势在运输行业的蔓延，自动驾驶卡车可能将提供点对点服务，并削弱铁路的定价。她补充说，资深投资者沃伦•巴菲特(Warren 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