Bubu0106
2021-05-31
Wow
Al Gore’s Firm Doubled Down on Alibaba. It Sold Airbnb and One Chip Stock.<blockquote>阿尔-戈尔的公司对阿里巴巴-SW加倍下注。它出售了爱彼迎和一只芯片股票。</blockquote>
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It Sold Airbnb and One Chip Stock.<blockquote>阿尔-戈尔的公司对阿里巴巴-SW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 第一季度将其对中国互联网巨头阿里巴巴-SW集团控股（股票代码：BABA）的投资增加了一倍，并出售了所有 Airbnb (ABNB) 股票。该公司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一份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 在第一季度结束时又购买了 150 万份阿里巴巴-SW美国存托凭证，持有 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美国存托凭证第一季度下跌2.6%，第二季度迄今已下跌5.6%。相比之下，标普500指数第一季度上涨5.8%，第二季度迄今为止再次上涨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的美国存托凭证还不是一笔便宜货，而且基于监管压力和竞争，“未来可能会有更多的痛苦”。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（SoftBank Group）负责人、阿里巴巴-SW大投资者孙正义（Masayoshi Son）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，价格很低”。查理·芒格最近监督了对阿里巴巴-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%，但第二季度迄今为止已下跌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>本月早些时候公布的爱彼迎第一季度业绩好于预期，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为谨慎的看法。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进行 “定价系统更新”，以应对某些领域的贴纸冲击。</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，它并没有完全被 Robinhood 等新贵交易应用所取代。今年早些时候，法院在一起涉及处理投资者订单的案件中支持了嘉信理财旗下德美利证券（TD Ameritrade）部门。</blockquote></p><p> Generation sold 10.3 million Schwab shares to end the first quarter with 17.7 million shares.</p><p><blockquote>Generation 出售了 1030 万股嘉信理财股票，第一季度末持有 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，将其投资削减至 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%，第二季度迄今为止基本持平。</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>德州仪器在四月份公布第一季度收益时，似乎对芯片短缺发出了喜忧参半的信号。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>阿尔-戈尔的公司对阿里巴巴-SW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>阿尔-戈尔的公司对阿里巴巴-SW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 第一季度将其对中国互联网巨头阿里巴巴-SW集团控股（股票代码：BABA）的投资增加了一倍，并出售了所有 Airbnb (ABNB) 股票。该公司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一份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 在第一季度结束时又购买了 150 万份阿里巴巴-SW美国存托凭证，持有 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美国存托凭证第一季度下跌2.6%，第二季度迄今已下跌5.6%。相比之下，标普500指数第一季度上涨5.8%，第二季度迄今为止再次上涨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的美国存托凭证还不是一笔便宜货，而且基于监管压力和竞争，“未来可能会有更多的痛苦”。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（SoftBank Group）负责人、阿里巴巴-SW大投资者孙正义（Masayoshi Son）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，价格很低”。查理·芒格最近监督了对阿里巴巴-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%，但第二季度迄今为止已下跌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>本月早些时候公布的爱彼迎第一季度业绩好于预期，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为谨慎的看法。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进行 “定价系统更新”，以应对某些领域的贴纸冲击。</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，它并没有完全被 Robinhood 等新贵交易应用所取代。今年早些时候，法院在一起涉及处理投资者订单的案件中支持了嘉信理财旗下德美利证券（TD Ameritrade）部门。</blockquote></p><p> Generation sold 10.3 million Schwab shares to end the first quarter with 17.7 million shares.</p><p><blockquote>Generation 出售了 1030 万股嘉信理财股票，第一季度末持有 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，将其投资削减至 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%，第二季度迄今为止基本持平。</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>德州仪器在四月份公布第一季度收益时，似乎对芯片短缺发出了喜忧参半的信号。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":{"ABNB":"爱彼迎","09988":"阿里巴巴-W","BABA":"阿里巴巴"},"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. 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