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LMF83
LMF83
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2021-06-03
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LMF83
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2021-05-26
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Three factors suggest that the "mercury retrograde period" of tech stocks is still not over
随着市场对通胀的担忧有所消化,纳斯达克指数自5月19日以来反弹。但分析师表示,未来价格的波动因素、科技股当前估值及资金流向均表明,当前美股科技公司的回调尚未结束。 4月29日,纳斯达克综合指数触及14
Three factors suggest that the "mercury retrograde period" of tech stocks is still not over
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LMF83
LMF83
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2021-04-12
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LMF83
LMF83
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2021-04-11
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Among the three favorite stocks of "Sister Wood", who is most worthy of investors to "Call"?
下面是三支遭受重创的Cathie Wood股票,它们是目前特别值得买入的股票。
Among the three favorite stocks of "Sister Wood", who is most worthy of investors to "Call"?
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LMF83
LMF83
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2021-04-09
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LMF83
LMF83
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2021-04-07
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Bargain hunting for Chinese stocks! Munger takes a fancy to Ali, "Female Buffett" adds warehouses to Baidu
巴菲特老搭档查理·芒格建仓买入阿里巴巴、“女版巴菲特” 凯瑟琳·伍德加仓百度、京东……趁着中概股异常下跌,华尔街大佬们正忙着抄底中概股。 “女版巴菲特”持续加仓百度 被称为“女版巴菲特”的凯瑟琳·伍德
Bargain hunting for Chinese stocks! Munger takes a fancy to Ali, "Female Buffett" adds warehouses to Baidu
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LMF83
LMF83
·
2021-04-05
Great ariticle, would you like to share it?
這周重要點位
@TigerOptions:
這是之前分享$NASDAQ(.IXIC)$ 的走勢[驚訝] :上週股市繼續上升,已經快到了13600的壓力位,讓我們繼續觀察接下來的走勢。[吃瓜] 接下來想說這周有可能發生的走勢和個人看法[思考] : 高開突破13600,在上面震盪[白眼] 震盪慢慢往13600上升[賤笑] 不觸碰13600直接往12800-12900下跌[驚嚇] 高開突破13600,在上面震盪 這走勢讓人最興奮,但不是健康的走法。[汗顏] 之前直接高開突破13270的壓力位後連續幾天下跌,所以如果是高開突破壓力位的走勢需謹慎。[警告] 去追高會有大風險。[暈] 震盪慢慢往13600上升 我個人認爲這是最健康的走勢。繼續靠近壓力位震盪,一旦突破這壓力位會形成強大的支撐點。[正經] 之後繼續向上的走勢。[想吃] 不觸碰13600直接往12800-12900下跌 這走勢讓人最不安。[可憐]有人歡喜有人愁。[丟臉] 尤其是小資金或是滿倉被套牢的朋友,好不容易向上走了又下跌,心裏會很難受。[黑眼圈] 不過空倉或是喜歡做波段的朋友這走勢或許能找到機遇。[真香] 今天就說到這,資金被套住的讓我們繼續保持樂觀的心情![安慰] 不知大家有何感想或是有什麼不同意見?[疑問] 希望大家能整理好心情,做好準備面對這周的股市![勝利] 聲明:以上文章的言論純屬個人觀點,如果有不同意見可在以下留言討論。[暗中觀察] $Tesla Motors(TSLA)$ $NIO Inc.(NIO)$
這周重要點位
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LMF83
LMF83
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2021-04-03
Great ariticle, would you like to share it?
蔚來汽車股票深度分析 利率提高 新能源汽車再次暴跌 能不能抄底 特斯拉vs蔚來vs小鵬 NIO XPEV TSLA 美股分析
@可乐财经老林:
新能源汽車暴跌 能不能抄底 特斯拉 蔚來 小鵬汽車股票深度分析 特斯拉vs蔚來vs小鵬$小鵬汽車(XPEV)$ $蔚來(NIO)$ $特斯拉(TSLA)$ 美股分析蔚來芯片短缺,停產一週,你認爲是否是一個銷售差的藉口?你會抄底嗎?歡迎大家來B站/油管Youtube關注以及訂閱我的影片 (可樂財經 老林投資 CL Investments)求推廣:@孟浩 @Tony特別帥@愛發紅包的虎妞@小虎AV
蔚來汽車股票深度分析 利率提高 新能源汽車再次暴跌 能不能抄底 特斯拉vs蔚來vs小鵬 NIO XPEV TSLA 美股分析
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LMF83
LMF83
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2021-04-03
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LMF83
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2021-03-23
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14:38","market":"us","language":"zh","title":"Three factors suggest that the \"mercury retrograde period\" of tech stocks is still not over","url":"https://stock-news.laohu8.com/highlight/detail?id=2138519408","media":"Wind资讯","summary":"随着市场对通胀的担忧有所消化,纳斯达克指数自5月19日以来反弹。但分析师表示,未来价格的波动因素、科技股当前估值及资金流向均表明,当前美股科技公司的回调尚未结束。\n4月29日,纳斯达克综合指数触及14","content":"<p>The Nasdaq has rebounded since May 19 as market concerns about inflation have been digested. However, analysts said that the volatility of future prices, the current valuation of technology stocks and the flow of funds all indicate that the current correction of U.S. technology companies is not over yet.</p><p>On April 29, the Nasdaq Composite Index hit a record high of 14,211. Since then, the index has pulled back nearly 3%. While the index's gains of more than 1.5% on Monday may reassure some investors, the macro drivers of tech stocks that have led the market over the past 10 years remain challenging.</p><p>\"We see nothing wrong with the fundamentals of the tech space, but we believe that this is an overheld, overvalued part of the market that is a wrong macro backdrop for this segment of the market right now,\" said RBC strategist Lori Calvasina.</p><p>The backdrop for the current market is that growth and inflation are accelerating as the economy reopens after a pandemic-induced shock. As a result, industries and investment styles that benefit more from accelerated GDP growth are preferred compared to areas and investment styles that can gain growth in other environments.</p><p>Led by Parag Thatte<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>Strategists released a report on Friday showing that investors continue to put their money into stocks and fixed-income products seen as inflation winners, such as TIPS, energy, materials and financial stocks.</p><p><img src=\"https://static.tigerbbs.com/f3a6d3d53b8204d51b0cd1ebdb3c8fb7\" tg-width=\"796\" tg-height=\"691\" referrerpolicy=\"no-referrer\"></p><p>Energy, materials, and financial stocks also performed well in cyclical trading, value trading, and reopening trading. Commodity prices have soared, as have expectations for infrastructure. Higher economic growth combined with higher interest rates has energized the financial system.</p><p>Funding into this space comes from investors who are reducing tech deals. Calvasina said: \"We think inflationary pressures are already there, and the tech sector is one of the biggest sources of funding to get back to reflation... so we don't think this is the best time to get back to this space.\"</p><p>In a report published last week, Calvasina and her team delved into the shift in investor style from different angles, trying to explore whether the pullback at Big Tech has been sufficient. Several major reasons indicate that the current pullback of technology companies is not over yet.</p><p>Calvasina noted that the current valuation of tech stocks remains on the high side relative to the rest of the market and the historical valuation of tech stocks. As we mentioned above, the inflow picture has not been encouraging, with tech ETFs seeing flat inflows this year.</p><p><b>Economic data disappoints markets</b></p><p>Consumer confidence was lower than expected in April, and the Conference Board's overall confidence index fell more than expected last month. The short-term income outlook is pressured, at least to some extent, by inflation concerns, the Council noted. A separate report released Tuesday morning showed that home prices rose by the most in 15 years in March, highlighting the supply-demand mismatch in more key areas of the economy pushing prices higher.</p><p>However, some members of the Federal Open Market Committee (fomc) suggested that market participants may not need to worry that rising prices will contribute to recent changes in monetary policy in the short term. St. Louis Federal Reserve Bank President James Bullard on Monday<a href=\"https://laohu8.com/S/YHOO\">Yahoo</a>Finance said he believes the rise in inflation is \"mostly temporary\" and that the Fed \"has not yet reached it\" when it discusses tapering asset purchases.</p><p>Esther George, chairwoman of the Kansas City Federal Reserve Bank, said in a separate commentary that she did not want the Fed to \"rely too heavily on historical relationships and dynamics in judging the inflation outlook\". Fed officials have recently made a series of remarks downplaying the need for short-term monetary policy measures that could dampen market rallies.</p><p>While trading over the past two days has given investors at least a brief respite after last week's stock market sell-off, some strategists remain cautious about stocks given that concerns about inflation remain high.</p><p>Shawn Cruz, senior market strategist at TD Ameritrade, told Yahoo Finance on Monday, \"Now everyone knows that they should be worried about inflationary pressures and the impact this could have on monetary policy or corporate profitability.\"\"If they decide to keep the rising input costs on the balance sheet, that's fine, at least on the consumer side, we won't see inflation rise, but when earnings come out (in the second quarter), we may see higher margins.\"</p><p>Others have also pointed out that the latest technology-led advances can be short-lived. Calvasina said: \"We still believe inflationary pressures exist, with people moving money away from tech stocks to other sectors, such as financials, energy stocks and materials stocks. We don't see these inflationary pressures abating in the near term.\"</p>","source":"wind","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>Three factors suggest that the \"mercury retrograde period\" of tech stocks is still not over</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nThree factors suggest that the \"mercury retrograde period\" of tech stocks is still not over\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Wind资讯</strong><span class=\"h-time small\">2021-05-26 14:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Nasdaq has rebounded since May 19 as market concerns about inflation have been digested. However, analysts said that the volatility of future prices, the current valuation of technology stocks and the flow of funds all indicate that the current correction of U.S. technology companies is not over yet.</p><p>On April 29, the Nasdaq Composite Index hit a record high of 14,211. Since then, the index has pulled back nearly 3%. While the index's gains of more than 1.5% on Monday may reassure some investors, the macro drivers of tech stocks that have led the market over the past 10 years remain challenging.</p><p>\"We see nothing wrong with the fundamentals of the tech space, but we believe that this is an overheld, overvalued part of the market that is a wrong macro backdrop for this segment of the market right now,\" said RBC strategist Lori Calvasina.</p><p>The backdrop for the current market is that growth and inflation are accelerating as the economy reopens after a pandemic-induced shock. As a result, industries and investment styles that benefit more from accelerated GDP growth are preferred compared to areas and investment styles that can gain growth in other environments.</p><p>Led by Parag Thatte<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>Strategists released a report on Friday showing that investors continue to put their money into stocks and fixed-income products seen as inflation winners, such as TIPS, energy, materials and financial stocks.</p><p><img src=\"https://static.tigerbbs.com/f3a6d3d53b8204d51b0cd1ebdb3c8fb7\" tg-width=\"796\" tg-height=\"691\" referrerpolicy=\"no-referrer\"></p><p>Energy, materials, and financial stocks also performed well in cyclical trading, value trading, and reopening trading. Commodity prices have soared, as have expectations for infrastructure. Higher economic growth combined with higher interest rates has energized the financial system.</p><p>Funding into this space comes from investors who are reducing tech deals. Calvasina said: \"We think inflationary pressures are already there, and the tech sector is one of the biggest sources of funding to get back to reflation... so we don't think this is the best time to get back to this space.\"</p><p>In a report published last week, Calvasina and her team delved into the shift in investor style from different angles, trying to explore whether the pullback at Big Tech has been sufficient. Several major reasons indicate that the current pullback of technology companies is not over yet.</p><p>Calvasina noted that the current valuation of tech stocks remains on the high side relative to the rest of the market and the historical valuation of tech stocks. As we mentioned above, the inflow picture has not been encouraging, with tech ETFs seeing flat inflows this year.</p><p><b>Economic data disappoints markets</b></p><p>Consumer confidence was lower than expected in April, and the Conference Board's overall confidence index fell more than expected last month. The short-term income outlook is pressured, at least to some extent, by inflation concerns, the Council noted. A separate report released Tuesday morning showed that home prices rose by the most in 15 years in March, highlighting the supply-demand mismatch in more key areas of the economy pushing prices higher.</p><p>However, some members of the Federal Open Market Committee (fomc) suggested that market participants may not need to worry that rising prices will contribute to recent changes in monetary policy in the short term. St. Louis Federal Reserve Bank President James Bullard on Monday<a href=\"https://laohu8.com/S/YHOO\">Yahoo</a>Finance said he believes the rise in inflation is \"mostly temporary\" and that the Fed \"has not yet reached it\" when it discusses tapering asset purchases.</p><p>Esther George, chairwoman of the Kansas City Federal Reserve Bank, said in a separate commentary that she did not want the Fed to \"rely too heavily on historical relationships and dynamics in judging the inflation outlook\". Fed officials have recently made a series of remarks downplaying the need for short-term monetary policy measures that could dampen market rallies.</p><p>While trading over the past two days has given investors at least a brief respite after last week's stock market sell-off, some strategists remain cautious about stocks given that concerns about inflation remain high.</p><p>Shawn Cruz, senior market strategist at TD Ameritrade, told Yahoo Finance on Monday, \"Now everyone knows that they should be worried about inflationary pressures and the impact this could have on monetary policy or corporate profitability.\"\"If they decide to keep the rising input costs on the balance sheet, that's fine, at least on the consumer side, we won't see inflation rise, but when earnings come out (in the second quarter), we may see higher margins.\"</p><p>Others have also pointed out that the latest technology-led advances can be short-lived. Calvasina said: \"We still believe inflationary pressures exist, with people moving money away from tech stocks to other sectors, such as financials, energy stocks and materials stocks. We don't see these inflationary pressures abating in the near term.\"</p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"http://www.zhitongcaijing.com/content/detail/481817.html\">Wind资讯</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9d770a193c6a88684d0203fd2ec91e4a","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"http://www.zhitongcaijing.com/content/detail/481817.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138519408","content_text":"随着市场对通胀的担忧有所消化,纳斯达克指数自5月19日以来反弹。但分析师表示,未来价格的波动因素、科技股当前估值及资金流向均表明,当前美股科技公司的回调尚未结束。\n4月29日,纳斯达克综合指数触及14211点的纪录高点。自那以来,该指数回调已接近3%。尽管该指数周一超过1.5%的涨幅可能会让一些投资者放心,但过去10年引领市场的科技股的宏观驱动力仍面临挑战。\nRBC策略师Lori Calvasina表示:“我们认为科技领域的基本面没有任何问题,但我们认为,这是市场上被过度持有、估值过高的一部分,目前对这部分市场来说,这是一个错误的宏观背景。”\n当前市场的背景是,随着经济在一场疫情引发的冲击后重新开放,增长和通胀正在加速。因此,与能够在其他环境中获得增长的领域和投资风格相比,从GDP加速增长中获益更多的行业和投资风格更受青睐。\n以Parag Thatte为首的德意志银行策略师上周五发布报告显示,投资者继续将资金投入被视为通胀赢家的股票和固定收益产品,如TIPS、能源、材料和金融类股。\n\n能源、材料和金融类股在周期性交易、价值交易和重新开放交易中也有很好的表现。大宗商品价格飙升,对基础设施的期望也在上升。更高的经济增长与更高的利率相结合,为金融体系注入了活力。\n进入这一领域的资金来自于减少科技交易的投资者。Calvasina称:\"我们认为通胀压力已经存在,科技行业是重返通货再膨胀的最大资金来源之一……所以我们认为现在还不是回到这个领域的最佳时机。”\n在上周发表的一份报告中,Calvasina和她的团队从不同的角度深入研究了投资者风格的转变,试图探索大型科技公司的回调是否已经充分。而几大原因表明,目前科技公司的回调尚未结束。\nCalvasina指出,相对于市场其他部分和科技股的历史估值,科技股当前的估值仍然偏高。正如我们上面提到的,资金流入情况并不令人鼓舞,今年科技ETF的资金流入持平。\n经济数据令市场失望\n4月份消费者信心指数低于预期,美国经济谘商会(Conference Board)上月的整体信心指数跌幅超过预期。美国经济谘商会指出,至少在一定程度上,短期收入前景受到通胀担忧的压力。周二上午公布的另一份报告显示,3月份房价创下15年来的最大涨幅,突显出经济中更多关键领域的供需不匹配推高了房价。\n不过,美国联邦公开市场委员会(fomc)部分成员暗示,市场人士可能不需要担心物价上涨会在短期内促成货币政策的近期变动。圣路易斯联邦储备银行总裁布拉德(James Bullard)周一对雅虎财经表示,他认为通胀上升\"大多是暂时的\",而美联储在讨论缩减资产购买规模时\"还没有达到\"。\n堪萨斯城联邦储备银行主席埃斯特•乔治在另一篇评论中表示,她不希望美联储\"在判断通胀前景时过度依赖历史关系和动态\"。美联储官员最近发表了一系列讲话,淡化了采取短期货币政策措施的必要性,这些措施可能会抑制市场涨势。\n尽管在上周的股市抛售之后,过去两天的交易给投资者提供了至少短暂的喘息机会,但鉴于对通胀的担忧仍居高不下,一些策略师仍对股市持谨慎态度。\nTD Ameritrade高级市场策略师Shawn Cruz周一对雅虎财经表示,\"现在所有人都知道,他们应该担心通胀压力,以及这可能对货币政策或企业盈利能力造成的影响。\"“如果他们决定将不断上升的投入成本保留在资产负债表上,那很好,至少在消费者方面,我们不会看到通胀上升,但(第二季度)盈利出来时,我们可能会看到利润率上升。”\n其他人也指出,最新的技术引领的进步可能是短暂的。Calvasina表示:“我们仍认为通胀压力存在,人们将资金从科技股移至其他板块,如金融股、能源股和材料股。我们不认为这些通胀压力会在短期内减轻。”","news_type":1,"symbols_score_info":{".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342594651,"gmtCreate":1618229660573,"gmtModify":1704707785299,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579339677923534","authorIdStr":"3579339677923534"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/342594651","repostId":"1163218788","repostType":4,"isVote":1,"tweetType":1,"viewCount":2404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346734439,"gmtCreate":1618111422321,"gmtModify":1704706704135,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579339677923534","authorIdStr":"3579339677923534"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346734439","repostId":"2126006034","repostType":4,"repost":{"id":"2126006034","kind":"highlight","weMediaInfo":{"introduction":"美股研究社,一个专注研究美股的平台,专业的美股投资人都在这。想了解美国股市行情、美股开户、美股资讯、美股公司;想获得一手美股重磅信息;想加入美股交流社群,敬请关注我们吧。","home_visible":0,"media_name":"美股研究社","id":"1074069735","head_image":"https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6"},"pubTimestamp":1618049504,"share":"https://ttm.financial/m/news/2126006034?lang=en_US&edition=fundamental","pubTime":"2021-04-10 18:11","market":"us","language":"zh","title":"Among the three favorite stocks of \"Sister Wood\", who is most worthy of investors to \"Call\"?","url":"https://stock-news.laohu8.com/highlight/detail?id=2126006034","media":"美股研究社","summary":"下面是三支遭受重创的Cathie Wood股票,它们是目前特别值得买入的股票。","content":"<p>Even the best investors go through tough times. That's the case with Cathie Wood, founder and CEO of Ark Investments. Shares in the five largest exchange-traded funds (ETFs) managed by Wood are well below their highs earlier this year.</p><p>However, the stock market pullback presents a huge opportunity for other investors to buy into shares of the best companies owned by the ARK ETF. Here are three hard-hit Cathie Wood stocks that are particularly buys right now.</p><p><b>Sea Limite (SE.US)</b></p><p>Sea Limited's<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>Ranked fifth in. It is the 10th largest position in the ARK Next Generation Internet ETF. The company's shares have dropped more than 12% from a high reached in February.</p><p>Of course, the company announced a big fourth-quarter loss in early March. However, the stock's decline has more to do with investors pulling out of growth stocks than with Sea's underlying business. Actually, the company's business is booming.</p><p>Sea's digital entertainment division is making a fortune from the success of Free Fire, the highest-revenue mobile game in Latin America and Southeast Asia for six consecutive quarters. The business is essentially subsidizing the company's loss-making division, which is focused on digital finance and e-commerce.</p><p>However, I think the long-term outlook for Sea is very positive for all three businesses. Free Fire remains a global mobile gaming giant. Sea's Shopee e-commerce platform leads markets such as Southeast Asia, Indonesia, and continues to deliver strong revenue growth. The company's SeaMoney mobile wallet is also accelerating.</p><p>I expect Sea's bottom line to improve, and I expect its share price to bounce back well.</p><p><b>Square (SQ.US)</b></p><p>Wood's favorite stock is Square (NYSE:SQ). The stock is<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>The largest holding and the second largest position in the ARK Innovation ETF and ARK Next Generation Internet ETF. But Square's stock is down 11% from its February high.</p><p>As in the case of Sea Limited, Square's pullback was primarily the result of a market rotation. Although the company's seller ecosystem was negatively impacted by the COVID-19 pandemic, there were signs of improvement in the fourth quarter. The increased supply of vaccines bodes well for stronger performance for the rest of 2021.</p><p>Square's cash app digital wallet, meanwhile, remains a huge growth story for the company. In the fourth quarter of this year, cash app gross profit soared 162% year over year. Square should be able to achieve even greater growth by driving the use of related products and services, such as cash and debit cards.</p><p>In March, the company achieved a major milestone as Square's financial services division began banking. Under the protection of a federally chartered bank, Square will be able to provide more financial services to its commercial customers. The fintech giant is likely to expand its banking services over time.</p><p>In many ways, Square's efforts to disrupt the financial services industry are just getting started. Its share price has plenty of upside.</p><p><b>Teladoc Health (TDOC.US)</b></p><p>In<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>Among the most owned companies, Teladoc Health is second only to Square in terms of ownership. The virtual care industry leader is the fourth largest holding in the ARK Next Generation Internet ETF and ranks first in the ARK Genomic Revolution ETF. As much as Wood likes Teladoc's stock, its stock has fallen nearly 40% from its February high.</p><p>Institutional investors moving money away from growth stocks is one reason Teladoc's underperformance. However, the company also expects revenue growth to slow in the fourth quarter of 2021. In addition,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Announced plans to enter the telemedicine market this summer.</p><p>To all of this, my answer is simply looking at the long-term prospects of Teladoc. Virtual healthcare is still in its early stages. McKinsey Consulting forecasts that the U.S. virtual health market will reach $250 billion a year after the pandemic ends. Teladoc opportunities aren't just limited to the United States, either.</p><p>I think, without a doubt, this is a large enough market to support multiple winners. Teladoc's leadership, market share (currently accounting for more than 40% of Fortune 500 customers), and range of products and services give the company a solid competitive edge.</p><p>In 2020, with an unprecedented surge in telemedicine demand due to the pandemic, it's entirely understandable that revenue growth will slow somewhat. While in the long run, Teladoc should be able to continue to grow strongly.</p>","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>Among the three favorite stocks of \"Sister Wood\", who is most worthy of investors to \"Call\"?</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nAmong the three favorite stocks of \"Sister Wood\", who is most worthy of investors to \"Call\"?\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股研究社 </p>\n<p class=\"h-time smaller\">2021-04-10 18:11</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Even the best investors go through tough times. That's the case with Cathie Wood, founder and CEO of Ark Investments. Shares in the five largest exchange-traded funds (ETFs) managed by Wood are well below their highs earlier this year.</p><p>However, the stock market pullback presents a huge opportunity for other investors to buy into shares of the best companies owned by the ARK ETF. Here are three hard-hit Cathie Wood stocks that are particularly buys right now.</p><p><b>Sea Limite (SE.US)</b></p><p>Sea Limited's<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>Ranked fifth in. It is the 10th largest position in the ARK Next Generation Internet ETF. The company's shares have dropped more than 12% from a high reached in February.</p><p>Of course, the company announced a big fourth-quarter loss in early March. However, the stock's decline has more to do with investors pulling out of growth stocks than with Sea's underlying business. Actually, the company's business is booming.</p><p>Sea's digital entertainment division is making a fortune from the success of Free Fire, the highest-revenue mobile game in Latin America and Southeast Asia for six consecutive quarters. The business is essentially subsidizing the company's loss-making division, which is focused on digital finance and e-commerce.</p><p>However, I think the long-term outlook for Sea is very positive for all three businesses. Free Fire remains a global mobile gaming giant. Sea's Shopee e-commerce platform leads markets such as Southeast Asia, Indonesia, and continues to deliver strong revenue growth. The company's SeaMoney mobile wallet is also accelerating.</p><p>I expect Sea's bottom line to improve, and I expect its share price to bounce back well.</p><p><b>Square (SQ.US)</b></p><p>Wood's favorite stock is Square (NYSE:SQ). The stock is<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>The largest holding and the second largest position in the ARK Innovation ETF and ARK Next Generation Internet ETF. But Square's stock is down 11% from its February high.</p><p>As in the case of Sea Limited, Square's pullback was primarily the result of a market rotation. Although the company's seller ecosystem was negatively impacted by the COVID-19 pandemic, there were signs of improvement in the fourth quarter. The increased supply of vaccines bodes well for stronger performance for the rest of 2021.</p><p>Square's cash app digital wallet, meanwhile, remains a huge growth story for the company. In the fourth quarter of this year, cash app gross profit soared 162% year over year. Square should be able to achieve even greater growth by driving the use of related products and services, such as cash and debit cards.</p><p>In March, the company achieved a major milestone as Square's financial services division began banking. Under the protection of a federally chartered bank, Square will be able to provide more financial services to its commercial customers. The fintech giant is likely to expand its banking services over time.</p><p>In many ways, Square's efforts to disrupt the financial services industry are just getting started. Its share price has plenty of upside.</p><p><b>Teladoc Health (TDOC.US)</b></p><p>In<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>Among the most owned companies, Teladoc Health is second only to Square in terms of ownership. The virtual care industry leader is the fourth largest holding in the ARK Next Generation Internet ETF and ranks first in the ARK Genomic Revolution ETF. As much as Wood likes Teladoc's stock, its stock has fallen nearly 40% from its February high.</p><p>Institutional investors moving money away from growth stocks is one reason Teladoc's underperformance. However, the company also expects revenue growth to slow in the fourth quarter of 2021. In addition,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Announced plans to enter the telemedicine market this summer.</p><p>To all of this, my answer is simply looking at the long-term prospects of Teladoc. Virtual healthcare is still in its early stages. McKinsey Consulting forecasts that the U.S. virtual health market will reach $250 billion a year after the pandemic ends. Teladoc opportunities aren't just limited to the United States, either.</p><p>I think, without a doubt, this is a large enough market to support multiple winners. Teladoc's leadership, market share (currently accounting for more than 40% of Fortune 500 customers), and range of products and services give the company a solid competitive edge.</p><p>In 2020, with an unprecedented surge in telemedicine demand due to the pandemic, it's entirely understandable that revenue growth will slow somewhat. While in the long run, Teladoc should be able to continue to grow strongly.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://gimg2.baidu.com/image_search/src=http%3A%2F%2Finews.gtimg.com%2Fnewsapp_bt%2F0%2F13178222039%2F641&refer=http%3A%2F%2Finews.gtimg.com&app=2002&size=f9999,10000&q=a80&n=0&g=0n&fmt=jpeg?sec=1619929481&t=d215d79061ca1426fcf3fc9ef6561e9f","relate_stocks":{"ARKK":"ARK Innovation ETF","TDOC":"Teladoc Health Inc.","SE":"Sea Ltd"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2126006034","content_text":"即使是最好的投资者也会经历艰难时期。方舟投资公司创始人兼首席执行官Cathie Wood就是这样。Wood管理的五大交易所交易基金(ETFs)的股价远低于今年早些时候的高点。然而,股市回调为其他投资者提供了巨大的机会,让他们可以买进方舟ETF所拥有的最好公司的股票。下面是三支遭受重创的Cathie Wood股票,它们是目前特别值得买入的股票。Sea Limite(SE.US)Sea Limited 在Wood的ARK Fintech Innovation ETF中排名第五。它是ARK Next Generation Internet ETF的第10大持仓。该公司股价已较2月份创下的高点下跌逾12%。当然,该公司在3月初宣布了第四季度的大幅亏损。然而,该股的下跌更多地与投资者从成长型股票中撤出有关,而不是与Sea的基础业务有关。实际上,公司的业务正在蓬勃发展。Sea的数字娱乐部门正从《Free Fire》的成功中赚得盆满钵满,《Free Fire》是拉丁美洲和东南亚连续6个季度营收最高的手机游戏。这项业务实质上是在补贴该公司专注于数字金融和电子商务的亏损部门。然而,我认为Sea的长期前景对这三项企业都非常有利。Free Fire仍然是全球手机游戏巨头。Sea的Shopee电子商务平台在东南亚、印度尼西亚等市场处于领先地位,并持续实现强劲的收入增长。该公司的SeaMoney移动钱包也在加速发展。我希望Sea的底线会有所改善,并且我希望它的股价能很好地反弹。Square(SQ.US)Wood最喜欢的股票莫过于Square(NYSE:SQ)。该股是ARK Fintech Innovation ETF持有的最大股票,也是ARK Innovation ETF和ARK Next Generation Internet ETF的第二大头寸。但Square的股价较2月份的高点下跌了11%。与Sea Limited的情况一样,Square的回调主要是市场轮转的结果。尽管该公司的卖家生态系统受到了COVID-19大流行的负面影响,但第四季度出现了改善的迹象。疫苗供应的增加预示着2021年剩余时间的表现将更加强劲。与此同时,Square的现金应用数字钱包仍然是该公司的一个巨大增长故事。今年第四季度,现金应用毛利润同比飙升162%。通过推动相关产品和服务(如现金卡和借记卡)的使用,Square应该能够实现更大的增长。今年3月,随着Square金融服务部门开始银行业务,该公司实现了一个重要的里程碑。在联邦特许银行的保护下,Square将能够为其商业客户提供更多的金融服务。随着时间的推移,这家金融科技巨头可能会扩大其银行服务。从很多方面来看,Square在颠覆金融服务业方面的努力才刚刚起步。它的股价还有很大的上涨空间。Teladoc Health(TDOC.US)在ARK Innovation ETF持股最多的公司中,Teladoc Health的持股量仅次于Square。这家虚拟护理行业的领军企业是ARK Next Generation Internet ETF的第四大持仓,在ARK Genomic Revolution ETF位列第一。尽管Wood很喜欢Teladoc的股票,但其股价已从2月份的高点下跌了近40%。机构投资者将资金从成长型股票上转移,是Teladoc表现不佳的一个原因。然而,该公司也预计2021年第四季度的收入增长将放缓。此外,亚马逊宣布计划于今年夏天进军远程医疗市场。对于这一切,我的回答只是着眼于Teladoc的长期前景。虚拟医疗仍处于早期阶段。McKinsey咨询公司预测,疫情结束后,美国虚拟医疗市场每年将达到2500亿美元。Teladoc的机会也不仅仅局限于美国。我认为,毫无疑问,这是一个足够大的市场,足以支持多个赢家。Teladoc的领先优势、市场占有率(目前其客户占《财富》500强企业的40%以上),以及产品和服务的范围,使公司具有坚实的竞争优势。2020年,由于大流行,远程医疗需求前所未有地激增,收入增长将有所放缓,这是完全可以理解的。而从长远来看,Teladoc应该能够持续强劲增长。","news_type":1,"symbols_score_info":{"ARKK":0.9,"SQ":0.9,"TDOC":0.9,"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":2207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348571920,"gmtCreate":1617946489360,"gmtModify":1704705166492,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579339677923534","authorIdStr":"3579339677923534"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348571920","repostId":"1160193963","repostType":4,"isVote":1,"tweetType":1,"viewCount":3479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341859836,"gmtCreate":1617804172325,"gmtModify":1704703369922,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579339677923534","authorIdStr":"3579339677923534"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/341859836","repostId":"1101500877","repostType":4,"repost":{"id":"1101500877","kind":"news","pubTimestamp":1617773331,"share":"https://ttm.financial/m/news/1101500877?lang=en_US&edition=fundamental","pubTime":"2021-04-07 13:28","market":"us","language":"zh","title":"Bargain hunting for Chinese stocks! Munger takes a fancy to Ali, \"Female Buffett\" adds warehouses to Baidu","url":"https://stock-news.laohu8.com/highlight/detail?id=1101500877","media":"上海证券报","summary":"巴菲特老搭档查理·芒格建仓买入阿里巴巴、“女版巴菲特” 凯瑟琳·伍德加仓百度、京东……趁着中概股异常下跌,华尔街大佬们正忙着抄底中概股。\n“女版巴菲特”持续加仓百度\n被称为“女版巴菲特”的凯瑟琳·伍德","content":"<p><div>Buffett's old partner Charlie Munger opened a position to buy Alibaba, and Catherine Wood, the \"female version of Buffett\", added positions to Baidu and JD.COM... Taking advantage of the abnormal decline of Chinese stocks, Wall Street bosses are busy hunting down Chinese stocks. \"Female version of Buffett\" continues to add positions to Baidu. Catherine Wood, known as \"female version of Buffett\", has always kept a high degree of concern for Chinese stocks. Recently, when the share prices of some Chinese stocks have dropped sharply, Catherine Wood is quietly adding positions. Unlike Buffett, Katherine Wood focuses on cutting-edge tech. Currently, there are five active funds in the ARK product that Catherine Wood is single-handedly in charge of:...</p><p><a href=\"https://mp.weixin.qq.com/s/r3RK3nJ8gyNVxr_mQLwQBQ\">Web link</a></div></p>","source":"shzqb","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>Bargain hunting for Chinese stocks! Munger takes a fancy to Ali, \"Female Buffett\" adds warehouses to Baidu</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nBargain hunting for Chinese stocks! Munger takes a fancy to Ali, \"Female Buffett\" adds warehouses to Baidu\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">上海证券报</strong><span class=\"h-time small\">2021-04-07 13:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>Buffett's old partner Charlie Munger opened a position to buy Alibaba, and Catherine Wood, the \"female version of Buffett\", added positions to Baidu and JD.COM... Taking advantage of the abnormal decline of Chinese stocks, Wall Street bosses are busy hunting down Chinese stocks. \"Female version of Buffett\" continues to add positions to Baidu. Catherine Wood, known as \"female version of Buffett\", has always kept a high degree of concern for Chinese stocks. Recently, when the share prices of some Chinese stocks have dropped sharply, Catherine Wood is quietly adding positions. Unlike Buffett, Katherine Wood focuses on cutting-edge tech. Currently, there are five active funds in the ARK product that Catherine Wood is single-handedly in charge of:...</p><p><a href=\"https://mp.weixin.qq.com/s/r3RK3nJ8gyNVxr_mQLwQBQ\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://mp.weixin.qq.com/s/r3RK3nJ8gyNVxr_mQLwQBQ\">上海证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"09888":"百度集团-SW","BABA":"阿里巴巴","BIDU":"百度","09988":"阿里巴巴-W"},"source_url":"https://mp.weixin.qq.com/s/r3RK3nJ8gyNVxr_mQLwQBQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101500877","content_text":"巴菲特老搭档查理·芒格建仓买入阿里巴巴、“女版巴菲特” 凯瑟琳·伍德加仓百度、京东……趁着中概股异常下跌,华尔街大佬们正忙着抄底中概股。\n“女版巴菲特”持续加仓百度\n被称为“女版巴菲特”的凯瑟琳·伍德一直保持着对中概股的高度关注。近期,在部分中概股股价大幅下降之际,凯瑟琳·伍德却在悄悄加仓。\n与巴菲特不同,凯瑟琳·伍德专注于前沿科技领域。目前,凯瑟琳·伍德一手掌管的ARK产品中有五个主动基金:ARKK(创新ETF)、ARKQ(自主技术和机器人ETF)、ARKW(下一代互联网ETF)、ARKG(基因革命ETF)、ARKF(金融科技创新ETF)。\n百度似乎是凯瑟琳·伍德眼中另一个特斯拉。去年12月,ARKK首次建仓百度,之后连续分批加仓。到了4月6日,ARKK的百度持仓量飙升到了351.5万股。与此同时,ARK的另外一支基金ARKW也开始购入百度股票。此后,旗下三大基金ARKK、ARKQ及ARKW均拥有百度仓位。\n截至当地时间4月6日,ARK旗下3只基金共持有约484.5万股百度,总市值近10.77亿美元。\n凯瑟琳·伍德看中的是百度在自动驾驶方面的潜力和入局造车后的巨大想象空间。今年1月,百度宣布正式组建一家智能汽车公司,以整车制造商的身份进军汽车行业,新组建的百度汽车公司将面向乘用车市场,着眼于智能汽车的设计研发、生产制造、销售服务全产业链。\n在百度入局造车后,公司股价一路攀升,最高涨至339.91美元的高位。但在刚刚过去的3月,受美国监管层宣布通过《外国公司问责法案》最终修正案以及Archegos基金爆仓事件等利空消息影响,百度股价大幅缩水,最低跌至204.7美元,月度累计跌幅逾23%,市值缩水数百亿美元。\n在百度股价下挫之际,ARK旗下3只基金仍在持续买入。此前,ARK产品中有4只基金均持有腾讯ADR、京东ADR、3只基金持有贝壳。在电动车概念方面,ARK还持有比亚迪ADR、小牛电动。电商方面,持有电商巨头京东、阿里巴巴等。\n芒格抄底阿里巴巴\n中概股遭遇“水逆”之际,巴菲特的老搭档芒格也在悄悄抄底。\n根据Daily Journal于4月5日提交给美国证监会的13F文件,该公司在2021年第一季度新建仓中概股阿里巴巴,在3月底的持股数为165320股,以当时的股价计算持仓市值约3750万美元。截至2021年第一季度,Daily Journal持有5只股票,总价值1.97亿美元。除阿里巴巴外,该公司还持有富国银行、美国银行、浦项制铁和美国合众银行的股份,这些持仓自2020年底以来一直没有变化。\n去年年底以来,阿里巴巴股价持续大跌。外界认为,查理·芒格建仓的时机大概率是在阿里巴巴大跌之后,抄底意图较为明显。\n安山资本有限公司(Amber Hill Capital Ltd.)资产管理总监杰克逊·黄(Jackson Wong)认为,目前阿里巴巴和腾讯仍是中国的重量级科技股,暂时还看不到有哪个公司可以撼动它们的地位。\n此前,芒格在Daily Journal的年度股东大会上表示看好中国。芒格认为,中国脱贫速度让他震惊。此外,中国的工厂自动化普及率高,中国已经迈入现代化国家行列。\n业内:中概股正在去泡沫\n今年,部分机构仓位调整引发的剧烈动荡使得中概股成为关注焦点。\n财经评论员郭施亮认为,经过了这一轮的快速下跌走势,部分中概股的估值泡沫发生了快速挤压的迹象,这或许只是市场去泡沫的一个演绎过程。\n2020年以来,中概股所面临的外部环境不确定有所增加,中概股回港股上市热度不减。中金公司认为,从长远发展角度考虑,外部压力不断增加会促使更多中概股选择回归以备不时之需,特别是考虑到较低的回归成本。\n“对于符合条件的中概股公司而言,二次上市对企业没有太多新增成本,同股同权、香港联系汇率制度也使得二次上市对美国上市主体的扰动最大限度降到最低,因此选择回归都不啻为一个‘百利而无一害’的后备方案。”中金称。","news_type":1,"symbols_score_info":{"09888":0.9,"BIDU":0.9,"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":2810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349843564,"gmtCreate":1617592901158,"gmtModify":1704700649081,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579339677923534","authorIdStr":"3579339677923534"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/349843564","repostId":"349072987","repostType":1,"repost":{"id":349072987,"gmtCreate":1617511405149,"gmtModify":1704700142217,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572212908677301","authorIdStr":"3572212908677301"},"themes":[],"title":"這周重要點位","htmlText":"這是之前分享<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$NASDAQ(.IXIC)$</a> 的走勢[驚訝] :上週股市繼續上升,已經快到了13600的壓力位,讓我們繼續觀察接下來的走勢。[吃瓜] 接下來想說這周有可能發生的走勢和個人看法[思考] : 高開突破13600,在上面震盪[白眼] 震盪慢慢往13600上升[賤笑] 不觸碰13600直接往12800-12900下跌[驚嚇] 高開突破13600,在上面震盪 這走勢讓人最興奮,但不是健康的走法。[汗顏] 之前直接高開突破13270的壓力位後連續幾天下跌,所以如果是高開突破壓力位的走勢需謹慎。[警告] 去追高會有大風險。[暈] 震盪慢慢往13600上升 我個人認爲這是最健康的走勢。繼續靠近壓力位震盪,一旦突破這壓力位會形成強大的支撐點。[正經] 之後繼續向上的走勢。[想吃] 不觸碰13600直接往12800-12900下跌 這走勢讓人最不安。[可憐]有人歡喜有人愁。[丟臉] 尤其是小資金或是滿倉被套牢的朋友,好不容易向上走了又下跌,心裏會很難受。[黑眼圈] 不過空倉或是喜歡做波段的朋友這走勢或許能找到機遇。[真香] 今天就說到這,資金被套住的讓我們繼續保持樂觀的心情![安慰] 不知大家有何感想或是有什麼不同意見?[疑問] 希望大家能整理好心情,做好準備面對這周的股市![勝利] 聲明:以上文章的言論純屬個人觀點,如果有不同意見可在以下留言討論。[暗中觀察] <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>","listText":"這是之前分享<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$NASDAQ(.IXIC)$</a> 的走勢[驚訝] :上週股市繼續上升,已經快到了13600的壓力位,讓我們繼續觀察接下來的走勢。[吃瓜] 接下來想說這周有可能發生的走勢和個人看法[思考] : 高開突破13600,在上面震盪[白眼] 震盪慢慢往13600上升[賤笑] 不觸碰13600直接往12800-12900下跌[驚嚇] 高開突破13600,在上面震盪 這走勢讓人最興奮,但不是健康的走法。[汗顏] 之前直接高開突破13270的壓力位後連續幾天下跌,所以如果是高開突破壓力位的走勢需謹慎。[警告] 去追高會有大風險。[暈] 震盪慢慢往13600上升 我個人認爲這是最健康的走勢。繼續靠近壓力位震盪,一旦突破這壓力位會形成強大的支撐點。[正經] 之後繼續向上的走勢。[想吃] 不觸碰13600直接往12800-12900下跌 這走勢讓人最不安。[可憐]有人歡喜有人愁。[丟臉] 尤其是小資金或是滿倉被套牢的朋友,好不容易向上走了又下跌,心裏會很難受。[黑眼圈] 不過空倉或是喜歡做波段的朋友這走勢或許能找到機遇。[真香] 今天就說到這,資金被套住的讓我們繼續保持樂觀的心情![安慰] 不知大家有何感想或是有什麼不同意見?[疑問] 希望大家能整理好心情,做好準備面對這周的股市![勝利] 聲明:以上文章的言論純屬個人觀點,如果有不同意見可在以下留言討論。[暗中觀察] <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>","text":"這是之前分享$NASDAQ(.IXIC)$ 的走勢[驚訝] :上週股市繼續上升,已經快到了13600的壓力位,讓我們繼續觀察接下來的走勢。[吃瓜] 接下來想說這周有可能發生的走勢和個人看法[思考] : 高開突破13600,在上面震盪[白眼] 震盪慢慢往13600上升[賤笑] 不觸碰13600直接往12800-12900下跌[驚嚇] 高開突破13600,在上面震盪 這走勢讓人最興奮,但不是健康的走法。[汗顏] 之前直接高開突破13270的壓力位後連續幾天下跌,所以如果是高開突破壓力位的走勢需謹慎。[警告] 去追高會有大風險。[暈] 震盪慢慢往13600上升 我個人認爲這是最健康的走勢。繼續靠近壓力位震盪,一旦突破這壓力位會形成強大的支撐點。[正經] 之後繼續向上的走勢。[想吃] 不觸碰13600直接往12800-12900下跌 這走勢讓人最不安。[可憐]有人歡喜有人愁。[丟臉] 尤其是小資金或是滿倉被套牢的朋友,好不容易向上走了又下跌,心裏會很難受。[黑眼圈] 不過空倉或是喜歡做波段的朋友這走勢或許能找到機遇。[真香] 今天就說到這,資金被套住的讓我們繼續保持樂觀的心情![安慰] 不知大家有何感想或是有什麼不同意見?[疑問] 希望大家能整理好心情,做好準備面對這周的股市![勝利] 聲明:以上文章的言論純屬個人觀點,如果有不同意見可在以下留言討論。[暗中觀察] $Tesla Motors(TSLA)$ $NIO Inc.(NIO)$","images":[{"img":"https://static.tigerbbs.com/31e84db1787d6b70c780d17b9b5c6d5e"},{"img":"https://static.tigerbbs.com/7d7f7f14a49595516c2461124cd884ff"},{"img":"https://static.tigerbbs.com/f495efd8ae58e5db098fa791b7efdfa5"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/349072987","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2012,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340217224,"gmtCreate":1617416855168,"gmtModify":1704699528772,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579339677923534","authorIdStr":"3579339677923534"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340217224","repostId":"340696315","repostType":1,"repost":{"id":340696315,"gmtCreate":1617392199037,"gmtModify":1704699363307,"author":{"id":"3568205323495181","authorId":"3568205323495181","name":"可乐财经老林","avatar":"https://static.tigerbbs.com/4d7ec3add0e08961ab9da67b8467ec3d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568205323495181","authorIdStr":"3568205323495181"},"themes":[],"title":"蔚來汽車股票深度分析 利率提高 新能源汽車再次暴跌 能不能抄底 特斯拉vs蔚來vs小鵬 NIO XPEV TSLA 美股分析","htmlText":"\n \n \n 新能源汽車暴跌 能不能抄底 特斯拉 蔚來 小鵬汽車股票深度分析 特斯拉vs蔚來vs小鵬<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鵬汽車(XPEV)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 美股分析蔚來芯片短缺,停產一週,你認爲是否是一個銷售差的藉口?你會抄底嗎?歡迎大家來B站/油管Youtube關注以及訂閱我的影片 (可樂財經 老林投資 CL Investments)求推廣:<a target=\"_blank\" href=\"https://laohu8.com/U/20727972514030\"></a><a target=\"_blank\" href=\"https://laohu8.com/U/58341441844653\">@孟浩</a> <a target=\"_blank\" href=\"https://laohu8.com/U/20727972514030\">@Tony特別帥</a><a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@愛發紅包的虎妞</a><a target=\"_blank\" href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a>\n \n","listText":"新能源汽車暴跌 能不能抄底 特斯拉 蔚來 小鵬汽車股票深度分析 特斯拉vs蔚來vs小鵬<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鵬汽車(XPEV)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 美股分析蔚來芯片短缺,停產一週,你認爲是否是一個銷售差的藉口?你會抄底嗎?歡迎大家來B站/油管Youtube關注以及訂閱我的影片 (可樂財經 老林投資 CL Investments)求推廣:<a target=\"_blank\" href=\"https://laohu8.com/U/20727972514030\"></a><a target=\"_blank\" href=\"https://laohu8.com/U/58341441844653\">@孟浩</a> <a target=\"_blank\" href=\"https://laohu8.com/U/20727972514030\">@Tony特別帥</a><a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@愛發紅包的虎妞</a><a target=\"_blank\" href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a>","text":"新能源汽車暴跌 能不能抄底 特斯拉 蔚來 小鵬汽車股票深度分析 特斯拉vs蔚來vs小鵬$小鵬汽車(XPEV)$ $蔚來(NIO)$ $特斯拉(TSLA)$ 美股分析蔚來芯片短缺,停產一週,你認爲是否是一個銷售差的藉口?你會抄底嗎?歡迎大家來B站/油管Youtube關注以及訂閱我的影片 (可樂財經 老林投資 CL Investments)求推廣:@孟浩 @Tony特別帥@愛發紅包的虎妞@小虎AV","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340696315","isVote":1,"tweetType":2,"object":{"id":"10b3c3b97a97473cb2aa68b60c5cff88","tweetId":"340696315","videoUrl":"https://1254107296.vod2.myqcloud.com/7a7d16d1vodger1254107296/0516bc175285890815792803990/AvQXAA8gCTUA.mp4","poster":"https://static.tigerbbs.com/736eaf8822d00e6eb48f6c8b2b21e31b"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340872936,"gmtCreate":1617380189725,"gmtModify":1704699338175,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579339677923534","authorIdStr":"3579339677923534"},"themes":[],"htmlText":"Crm","listText":"Crm","text":"Crm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340872936","repostId":"340851184","repostType":1,"isVote":1,"tweetType":1,"viewCount":2281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353222590,"gmtCreate":1616503301810,"gmtModify":1704794937223,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579339677923534","authorIdStr":"3579339677923534"},"themes":[],"htmlText":"????","listText":"????","text":"????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353222590","repostId":"1163218484","repostType":2,"isVote":1,"tweetType":1,"viewCount":2562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}