“女股神”：去年回报率高达150%，坚定看好特斯拉_老虎社区_美港股上老虎

“女股神”：去年回报率高达150%，坚定看好特斯拉

英为财情Invest...2021-02-24

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。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。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...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

QQQ666
·2021-02-24
多少人每天关注着木头姐的交易单呢[贱笑]
回复
点赞
举报
收起
- QQQ666:
  [鬼脸]
  2021-02-24
  回复
  举报
- QQQ666:
  [财迷]
  2021-02-26
  回复
  举报
Kyorilys
·2021-02-24
tesla 回调了可以买入
回复
1
举报
安妮1022
·2021-02-24
赞！
回复
2
举报

热议股票

7x24

全部

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/1127190210?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/ccb756af6511405ddf0612ef4b1552d6","is_english":false,"pubTime":"2021-02-24 19:08","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1127190210","market":"us","top_or_hot":-1,"title":"“女股神”：去年回报率高达150%，坚定看好特斯拉","media":"英为财情Invest...","content":"<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\">网页链接</a>\n\n</div>\n","source":"lsy1594375853987","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 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”：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&nbsp;&nbsp;&nbsp;<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\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TSLA","symbol_name":"特斯拉","start_time":0,"source_url":"https://cn.investing.com/analysis/article-200461715","article_id":"1127190210","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/ccb756af6511405ddf0612ef4b1552d6"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1127190210","pubTimestamp":1614164926,"sourceInfo":{"source_id":"lsy1594375853987","name":"英为财情Investing"},"weMediaInfo":null,"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:","collect":0,"end_time":0,"defaultTopTitle":"investing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"TSLA":"特斯拉"},"translate_title":"\"Female Stock God\": Last year, the rate of return was as high as 150%, and I was firmly optimistic about Tesla Motors","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/cc42a9782a0265e868107e3a8bbb0638","symbols_score_info":{"TSLA":0.9},"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。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":361092568,"gmtCreate":1614177912654,"gmtModify":1634550851225,"author":{"id":"3574855412304997","authorId":"3574855412304997","name":"QQQ666","avatar":"https://static.tigerbbs.com/199f67a18bd2c6a6f6d68a88fb87e9bf","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"多少人每天关注着木头姐的交易单呢[贱笑]&nbsp;","listText":"多少人每天关注着木头姐的交易单呢[贱笑]&nbsp;","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,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3652176,"gmtCreate":1614177972423,"gmtModify":1635761522157,"authorId":3574855412304997,"author":{"id":3574855412304997,"authorId":3574855412304997,"name":"QQQ666","avatar":"https://static.tigerbbs.com/199f67a18bd2c6a6f6d68a88fb87e9bf","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":361092568,"type":1,"supId":0,"prevId":0,"content":"[鬼脸]","text":"[鬼脸]","html":"[鬼脸]"},{"id":3664193,"gmtCreate":1614272982905,"gmtModify":1635761045925,"authorId":3574855412304997,"author":{"id":3574855412304997,"authorId":3574855412304997,"name":"QQQ666","avatar":"https://static.tigerbbs.com/199f67a18bd2c6a6f6d68a88fb87e9bf","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":361092568,"type":1,"supId":0,"prevId":0,"content":"[财迷]","text":"[财迷]","html":"[财迷]"}],"langContent":"CN"},{"id":363733440,"gmtCreate":1614171480180,"gmtModify":1634550895136,"author":{"id":"3561982385149076","authorId":"3561982385149076","name":"Kyorilys","avatar":"https://static.tigerbbs.com/aa3586bb300cfe1a9a7c43f47bc1d416","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"tesla 回调了可以买入","listText":"tesla 回调了可以买入","text":"tesla 回调了可以买入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363733440","repostId":1127190210,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":363450670,"gmtCreate":1614166365190,"gmtModify":1634550915956,"author":{"id":"3569319906313275","authorId":"3569319906313275","name":"安妮1022","avatar":"https://static.tigerbbs.com/eaea1956e8190b9ea1701017815730b6","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"赞！","listText":"赞！","text":"赞！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363450670","repostId":1127190210,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":7,"commentSize":3,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false}}