Euginelai
2021-05-31
Like and comment please
Al Gore’s Firm Doubled Down on Alibaba. It Sold Airbnb and One Chip Stock.<blockquote>戈尔的公司在阿里巴巴-SW上加倍下注。它出售了爱彼迎和一只芯片股票。</blockquote>
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
3
5
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":110258312,"tweetId":"110258312","gmtCreate":1622463082436,"gmtModify":1634101314653,"author":{"id":3577190611611615,"idStr":"3577190611611615","authorId":3577190611611615,"authorIdStr":"3577190611611615","name":"Euginelai","avatar":"https://static.tigerbbs.com/f372cf5db2ff096891b722c46529864e","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":11,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Like and comment please </p></body></html>","htmlText":"<html><head></head><body><p>Like and comment please </p></body></html>","text":"Like and comment please","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/110258312","repostId":1136402761,"repostType":4,"repost":{"id":"1136402761","kind":"news","pubTimestamp":1622462853,"share":"https://www.laohu8.com/m/news/1136402761?lang=zh_CN&edition=full","pubTime":"2021-05-31 20:07","market":"us","language":"en","title":"Al Gore’s Firm Doubled Down on Alibaba. It Sold Airbnb and One Chip Stock.<blockquote>戈尔的公司在阿里巴巴-SW上加倍下注。它出售了爱彼迎和一只芯片股票。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1136402761","media":"Barrons","summary":"The investment firm co-founded by former Vice President Al Gore recently made big changes in its sto","content":"<p>The investment firm co-founded by former Vice President Al Gore recently made big changes in its stockholdings.</p><p><blockquote>这家由前副总统阿尔·戈尔共同创立的投资公司最近对其持股进行了重大调整。</blockquote></p><p> Generation Investment Management doubled its investment in Chinese internet giant Alibaba Group Holding (ticker: BABA) in the first quarter, and sold all its Airbnb (ABNB) stock. It also cut back on investments in Charles Schwab (SCHW) and Texas Instruments (TXN) in the quarter. Generation disclosed the stock trades, among others, in a form it filed with the Securities and Exchange Commission. Generation, which managed managed $32.9 billion in assets as of March 31, declined to comment on the stock trades.</p><p><blockquote>Generation Investment Management第一季度将对中国互联网巨头阿里巴巴-SW集团控股公司（股票代码：BABA）的投资增加了一倍，并出售了其所有Airbnb（ABNB）股票。本季度还削减了对嘉信理财（SCHW）和德州仪器（TXN）的投资。Generation在向美国证券交易委员会提交的表格中披露了股票交易等信息。截至3月31日，Generation管理着329亿美元的资产，该公司拒绝对股票交易发表评论。</blockquote></p><p> Generation bought 1.5 million more Alibaba American depositary receipts to end the first quarter with 3 million ADRs.</p><p><blockquote>Generation在第一季度末又购买了150万份阿里巴巴-SW美国存托凭证，获得了300万份美国存托凭证。</blockquote></p><p> Alibaba ADRs dropped 2.6% in the first quarter, and so far in the second, they are down 5.6%. For comparison, the S&P 500 index rose 5.8% in the first quarter, and is up 5.8% again so far in the second.</p><p><blockquote>阿里巴巴-SW ADR第一季度下跌2.6%，第二季度迄今已下跌5.6%。相比之下，标准普尔500指数第一季度上涨5.8%，第二季度迄今再次上涨5.8%。</blockquote></p><p> We don’t think Alibaba ADRs are exactly a bargain yet, and there could be “more pain to come,” based on regulatory pressure and competition. Then again, it may not be time to sell the ADRs, either; Masayoshi Son, the head of SoftBank Group and a big Alibaba investor,told us earlier this month that Alibaba is “a great company, at a low price compared with its fundamentals.” Charlie Munger recently oversaw an investment in Alibaba ADRs.</p><p><blockquote>我们认为阿里巴巴-SW ADR还不太划算，而且基于监管压力和竞争，“未来可能会有更多痛苦”。话又说回来，现在可能也不是出售美国存托凭证的时候；软银集团掌门人、阿里巴巴-SW大投资者孙正义本月早些时候告诉我们，阿里巴巴-SW是“一家伟大的公司，与其基本面相比价格低廉。”查理·芒格最近监管了对阿里巴巴-SW美国存托凭证的投资。</blockquote></p><p> Generation exited Airbnb completely in the first quarter, selling all 200,000 shares of the vacation-rental site it had owned at the end of 2020.</p><p><blockquote>Generation在第一季度完全退出了爱彼迎，出售了其在2020年底拥有的度假租赁网站的全部20万股股票。</blockquote></p><p> Airbnb stock soared 28.0% in the first quarter, but so far in the second, it has tumbled 25.3%.</p><p><blockquote>爱彼迎股价第一季度飙升28.0%，但第二季度迄今已下跌25.3%。</blockquote></p><p> Airbnb’s first quarter,reported earlier this month, was better than expected, as vaccines and fewer restrictions led to more traveling. Wall Street, however, trimmed target prices on Airbnb stock to reflect a more-cautious view on growth stocks. Airbnb CEO and co-founder Brian Chesky plans a “systematic update on pricing” later this year to combat sticker shock in some areas.</p><p><blockquote>本月早些时候报告的爱彼迎第一季度好于预期，因为疫苗和限制的减少导致了更多的旅行。然而，华尔街下调了爱彼迎股票的目标价，以反映对成长型股票更加谨慎的看法。爱彼迎首席执行官兼联合创始人Brian Chesky计划在今年晚些时候“系统性更新定价”，以应对某些领域的价格冲击。</blockquote></p><p> Schwab stock soared 22.9% in the first quarter, and so far in the second it is up 13.3%.</p><p><blockquote>嘉信理财股价第一季度飙升22.9%，第二季度迄今已上涨13.3%。</blockquote></p><p> We noted in April that an environment of rising rates and increased trading volume would be favorable for the brokerage stock. Schwab’s strong results this year show that it hasn’t quite been dislodged by upstart trading apps such as Robinhood. A court sided with Schwab’s TD Ameritrade unit earlier this year in a case that involved the handling of investors’ orders.</p><p><blockquote>我们在四月份指出，利率上升和交易量增加的环境将有利于券商股。嘉信理财今年的强劲业绩表明，它还没有完全被Robinhood等新贵交易应用程序取代。今年早些时候，在一起涉及处理投资者订单的案件中，法院站在了嘉信理财旗下的德美利证券部门一边。</blockquote></p><p> Generation sold 10.3 million Schwab shares to end the first quarter with 17.7 million shares.</p><p><blockquote>Generation在第一季度末出售了1030万股嘉信理财股票，持有量为1770万股。</blockquote></p><p> The investment firm sold 874,296 Texas Instruments shares to cut its investment to 2.3 million shares.</p><p><blockquote>该投资公司出售了874,296股德州仪器股票，将投资削减至230万股。</blockquote></p><p> Texas Instruments stock rose 15.1% in the first quarter, and it has been about flat so far in the second.</p><p><blockquote>德州仪器股价第一季度上涨15.1%，第二季度迄今基本持平。</blockquote></p><p> Texas Instruments seemed to give mixed signals about the chip shortage in April when it reported first-quarter earnings. Texas Instruments stock is a top pick for one analyst.</p><p><blockquote>德州仪器（Texas Instruments）在4月份公布第一季度财报时，似乎就芯片短缺问题发出了复杂的信号。德州仪器股票是一位分析师的首选。</blockquote></p><p></p>","source":"lsy1601382232898","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>Al Gore’s Firm Doubled Down on Alibaba. It Sold Airbnb and One Chip Stock.<blockquote>戈尔的公司在阿里巴巴-SW上加倍下注。它出售了爱彼迎和一只芯片股票。</blockquote></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\">\nAl Gore’s Firm Doubled Down on Alibaba. It Sold Airbnb and One Chip Stock.<blockquote>戈尔的公司在阿里巴巴-SW上加倍下注。它出售了爱彼迎和一只芯片股票。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-05-31 20:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The investment firm co-founded by former Vice President Al Gore recently made big changes in its stockholdings.</p><p><blockquote>这家由前副总统阿尔·戈尔共同创立的投资公司最近对其持股进行了重大调整。</blockquote></p><p> Generation Investment Management doubled its investment in Chinese internet giant Alibaba Group Holding (ticker: BABA) in the first quarter, and sold all its Airbnb (ABNB) stock. It also cut back on investments in Charles Schwab (SCHW) and Texas Instruments (TXN) in the quarter. Generation disclosed the stock trades, among others, in a form it filed with the Securities and Exchange Commission. Generation, which managed managed $32.9 billion in assets as of March 31, declined to comment on the stock trades.</p><p><blockquote>Generation Investment Management第一季度将对中国互联网巨头阿里巴巴-SW集团控股公司（股票代码：BABA）的投资增加了一倍，并出售了其所有Airbnb（ABNB）股票。本季度还削减了对嘉信理财（SCHW）和德州仪器（TXN）的投资。Generation在向美国证券交易委员会提交的表格中披露了股票交易等信息。截至3月31日，Generation管理着329亿美元的资产，该公司拒绝对股票交易发表评论。</blockquote></p><p> Generation bought 1.5 million more Alibaba American depositary receipts to end the first quarter with 3 million ADRs.</p><p><blockquote>Generation在第一季度末又购买了150万份阿里巴巴-SW美国存托凭证，获得了300万份美国存托凭证。</blockquote></p><p> Alibaba ADRs dropped 2.6% in the first quarter, and so far in the second, they are down 5.6%. For comparison, the S&P 500 index rose 5.8% in the first quarter, and is up 5.8% again so far in the second.</p><p><blockquote>阿里巴巴-SW ADR第一季度下跌2.6%，第二季度迄今已下跌5.6%。相比之下，标准普尔500指数第一季度上涨5.8%，第二季度迄今再次上涨5.8%。</blockquote></p><p> We don’t think Alibaba ADRs are exactly a bargain yet, and there could be “more pain to come,” based on regulatory pressure and competition. Then again, it may not be time to sell the ADRs, either; Masayoshi Son, the head of SoftBank Group and a big Alibaba investor,told us earlier this month that Alibaba is “a great company, at a low price compared with its fundamentals.” Charlie Munger recently oversaw an investment in Alibaba ADRs.</p><p><blockquote>我们认为阿里巴巴-SW ADR还不太划算，而且基于监管压力和竞争，“未来可能会有更多痛苦”。话又说回来，现在可能也不是出售美国存托凭证的时候；软银集团掌门人、阿里巴巴-SW大投资者孙正义本月早些时候告诉我们，阿里巴巴-SW是“一家伟大的公司，与其基本面相比价格低廉。”查理·芒格最近监管了对阿里巴巴-SW美国存托凭证的投资。</blockquote></p><p> Generation exited Airbnb completely in the first quarter, selling all 200,000 shares of the vacation-rental site it had owned at the end of 2020.</p><p><blockquote>Generation在第一季度完全退出了爱彼迎，出售了其在2020年底拥有的度假租赁网站的全部20万股股票。</blockquote></p><p> Airbnb stock soared 28.0% in the first quarter, but so far in the second, it has tumbled 25.3%.</p><p><blockquote>爱彼迎股价第一季度飙升28.0%，但第二季度迄今已下跌25.3%。</blockquote></p><p> Airbnb’s first quarter,reported earlier this month, was better than expected, as vaccines and fewer restrictions led to more traveling. Wall Street, however, trimmed target prices on Airbnb stock to reflect a more-cautious view on growth stocks. Airbnb CEO and co-founder Brian Chesky plans a “systematic update on pricing” later this year to combat sticker shock in some areas.</p><p><blockquote>本月早些时候报告的爱彼迎第一季度好于预期，因为疫苗和限制的减少导致了更多的旅行。然而，华尔街下调了爱彼迎股票的目标价，以反映对成长型股票更加谨慎的看法。爱彼迎首席执行官兼联合创始人Brian Chesky计划在今年晚些时候“系统性更新定价”，以应对某些领域的价格冲击。</blockquote></p><p> Schwab stock soared 22.9% in the first quarter, and so far in the second it is up 13.3%.</p><p><blockquote>嘉信理财股价第一季度飙升22.9%，第二季度迄今已上涨13.3%。</blockquote></p><p> We noted in April that an environment of rising rates and increased trading volume would be favorable for the brokerage stock. Schwab’s strong results this year show that it hasn’t quite been dislodged by upstart trading apps such as Robinhood. A court sided with Schwab’s TD Ameritrade unit earlier this year in a case that involved the handling of investors’ orders.</p><p><blockquote>我们在四月份指出，利率上升和交易量增加的环境将有利于券商股。嘉信理财今年的强劲业绩表明，它还没有完全被Robinhood等新贵交易应用程序取代。今年早些时候，在一起涉及处理投资者订单的案件中，法院站在了嘉信理财旗下的德美利证券部门一边。</blockquote></p><p> Generation sold 10.3 million Schwab shares to end the first quarter with 17.7 million shares.</p><p><blockquote>Generation在第一季度末出售了1030万股嘉信理财股票，持有量为1770万股。</blockquote></p><p> The investment firm sold 874,296 Texas Instruments shares to cut its investment to 2.3 million shares.</p><p><blockquote>该投资公司出售了874,296股德州仪器股票，将投资削减至230万股。</blockquote></p><p> Texas Instruments stock rose 15.1% in the first quarter, and it has been about flat so far in the second.</p><p><blockquote>德州仪器股价第一季度上涨15.1%，第二季度迄今基本持平。</blockquote></p><p> Texas Instruments seemed to give mixed signals about the chip shortage in April when it reported first-quarter earnings. Texas Instruments stock is a top pick for one analyst.</p><p><blockquote>德州仪器（Texas Instruments）在4月份公布第一季度财报时，似乎就芯片短缺问题发出了复杂的信号。德州仪器股票是一位分析师的首选。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/al-gore-bought-alibaba-stock-sold-airbnb-schwab-texas-instruments-51622150849?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W","ABNB":"爱彼迎"},"source_url":"https://www.barrons.com/articles/al-gore-bought-alibaba-stock-sold-airbnb-schwab-texas-instruments-51622150849?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136402761","content_text":"The investment firm co-founded by former Vice President Al Gore recently made big changes in its stockholdings.\nGeneration Investment Management doubled its investment in Chinese internet giant Alibaba Group Holding (ticker: BABA) in the first quarter, and sold all its Airbnb (ABNB) stock. It also cut back on investments in Charles Schwab (SCHW) and Texas Instruments (TXN) in the quarter. Generation disclosed the stock trades, among others, in a form it filed with the Securities and Exchange Commission. Generation, which managed managed $32.9 billion in assets as of March 31, declined to comment on the stock trades.\nGeneration bought 1.5 million more Alibaba American depositary receipts to end the first quarter with 3 million ADRs.\nAlibaba ADRs dropped 2.6% in the first quarter, and so far in the second, they are down 5.6%. For comparison, the S&P 500 index rose 5.8% in the first quarter, and is up 5.8% again so far in the second.\nWe don’t think Alibaba ADRs are exactly a bargain yet, and there could be “more pain to come,” based on regulatory pressure and competition. Then again, it may not be time to sell the ADRs, either; Masayoshi Son, the head of SoftBank Group and a big Alibaba investor,told us earlier this month that Alibaba is “a great company, at a low price compared with its fundamentals.” Charlie Munger recently oversaw an investment in Alibaba ADRs.\nGeneration exited Airbnb completely in the first quarter, selling all 200,000 shares of the vacation-rental site it had owned at the end of 2020.\nAirbnb stock soared 28.0% in the first quarter, but so far in the second, it has tumbled 25.3%.\nAirbnb’s first quarter,reported earlier this month, was better than expected, as vaccines and fewer restrictions led to more traveling. Wall Street, however, trimmed target prices on Airbnb stock to reflect a more-cautious view on growth stocks. Airbnb CEO and co-founder Brian Chesky plans a “systematic update on pricing” later this year to combat sticker shock in some areas.\nSchwab stock soared 22.9% in the first quarter, and so far in the second it is up 13.3%.\nWe noted in April that an environment of rising rates and increased trading volume would be favorable for the brokerage stock. Schwab’s strong results this year show that it hasn’t quite been dislodged by upstart trading apps such as Robinhood. A court sided with Schwab’s TD Ameritrade unit earlier this year in a case that involved the handling of investors’ orders.\nGeneration sold 10.3 million Schwab shares to end the first quarter with 17.7 million shares.\nThe investment firm sold 874,296 Texas Instruments shares to cut its investment to 2.3 million shares.\nTexas Instruments stock rose 15.1% in the first quarter, and it has been about flat so far in the second.\nTexas Instruments seemed to give mixed signals about the chip shortage in April when it reported first-quarter earnings. Texas Instruments stock is a top pick for one analyst.","news_type":1,"symbols_score_info":{"09988":0.9,"ABNB":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":363,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":20,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/110258312"}
精彩评论