“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...

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QQQ666
·2021-02-24
多少人每天关注着木头姐的交易单呢[贱笑]
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Kyorilys
·2021-02-24
tesla 回调了可以买入
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安妮1022
·2021-02-24
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(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 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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,"authorIdStr":"3569319906313275","idStr":"3569319906313275"},"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}}