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- 琦哥的传说琦哥的传说
  ·2023-06-13
  好
  木头姐重仓这四只AI股，看高特斯拉涨750%
  AI最大的机会在软件。
  木头姐重仓这四只AI股，看高特斯拉涨750%
  710 评论
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- 琦哥的传说琦哥的传说
  ·2021-10-23
  $GitLab, Inc.(GTLB)$我感觉这个市销率实在是太贵了。。。。
  1,610 评论
  1
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- 琦哥的传说琦哥的传说
  ·2021-04-29
  $Yalla Group(YALA)$回去吃屎
  1,512 评论
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- 琦哥的传说琦哥的传说
  ·2021-03-03
  $Yalla Group(YALA)$这股太骚了，总是盘前高开，盘位砸盘[无语]
  1,475 评论
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- 琦哥的传说琦哥的传说
  ·2021-03-03
  $Zoom(ZM)$这么好的财报，跌成走成这个样子。我只能说，美股真的变狗了
  3,712 4
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- 琦哥的传说琦哥的传说
  ·2021-02-26
  这篇文章说了啥？
  非常抱歉，此主贴已删除
  1,581 评论
  6
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- 琦哥的传说琦哥的传说
  ·2021-02-25
  $Yalla Group(YALA)$狗庄，你尽管使劲洗盘
  1,384 评论
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- 琦哥的传说琦哥的传说
  ·2021-02-23
  我很怀念特朗普[无语] [无语] [无语]
  非常抱歉，此主贴已删除
  1,487 2
  19
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- 琦哥的传说琦哥的传说
  ·2021-02-23
  $Yalla Group(YALA)$哀鸿遍野[捂脸]
  1,082 评论
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- 琦哥的传说琦哥的传说
  ·2021-02-22
  $Yalla Group(YALA)$已抄底，立贴为证，60见[可爱]
  2,407 2
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08:58","market":"us","language":"zh","title":"木头姐重仓这四只AI股，看高特斯拉涨750%","url":"https://stock-news.laohu8.com/highlight/detail?id=1134773153","media":"华尔街见闻","summary":"AI最大的机会在软件。","content":"<html><head></head><body><blockquote>木头姐，AI最大的机会在软件，其中“最重要的AI概念股”是特斯拉，自动驾驶技术料将推动其股价在2027年升至2000美元。</blockquote><p style=\"text-align: justify;\">人工智能被广泛认为是当下最具颠覆性和变革性的技术之一，而向来以押注“颠覆性创新”而闻名的木头姐更是重磅押注AI软件股。</p><p style=\"text-align: justify;\">此前，木头姐（Cathie Wood）因清仓英伟达，错失5600亿美元的大反弹而受到争议。随后，“木头姐”辩解称，软件将是人工智能狂潮的下一个受益板块。</p><p style=\"text-align: justify;\"><strong>她曾表示，英伟达每卖出1美元的硬件，软件供应商、SaaS供应商就会产生8美元的收入，因此AI最大的机会在软件。</strong></p><p style=\"text-align: justify;\"><strong>此外，木头姐重申，特斯拉是“最重要的AI概念股”，自动驾驶技术料将推动其股价从目前的240美元涨到2027年的2000美元，这意味特斯拉还有750%上涨空间。</strong></p><p style=\"text-align: justify;\">目前，木头姐的方舟基金重仓UiPath、Twilio和Teladoc Health这三支软件股，以及“人工智能领域最大玩家”特斯拉。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4125746eff8906280f206fb10b122d6e\" tg-width=\"623\" tg-height=\"458\"/></p><p style=\"text-align: justify;\"><strong>具体来看，UiPath是方舟创新ETF第四大持股，</strong>其持有2800万股UiPath股票，仓位市值5.1728亿美元。</p><p style=\"text-align: justify;\">UiPath是一家机器人流程自动化软件公司，为企业提供自动化解决方案。在2023年第一季度，该公司的收入同比增长18%达到2.896亿美元。今年迄今为止，该公司的股票飙升了43%。</p><p style=\"text-align: justify;\"><strong>其次，方舟创新ETF持有460万股Twilio股份，</strong>仓位市值5.1728亿美元。</p><p style=\"text-align: justify;\">Twilio公司的云通信平台允许企业开发并将各种通信渠道整合到其应用程序中，其应用编程接口使开发者能够将语音、消息和视频无缝地纳入其中，帮助企业提高客户参与度。第一季度，Twilio的活跃客户账户突破30万，同时收入同比增长15%，达到10.1亿美元。</p><p style=\"text-align: justify;\"><strong>方舟创新ETF还拥有远程医疗公司Teladoc Health3.017亿美元的股份，</strong>该公司的平台通过视频、电话和短信将患者与医疗专业人士联系起来。</p><p style=\"text-align: justify;\">疫情期间远程医疗服务的需求激增，目前该公司仍在继续扩大其业务，Teladoc第一季度的收入同比增长了11%。不过，Teladoc股价并没有保持上升的势头，其较2021年2月的历史高点下降了90%以上。</p><p style=\"text-align: justify;\"><strong>而方舟创新ETF的AI最大赌注是特斯拉，目前也是该ETF最大重仓股，权重为11.81%。</strong></p><p style=\"text-align: justify;\">木头姐认为，特斯拉实际上是人工智能领域最大玩家，其自动驾驶平台将在2030年带来8万亿至10万亿美元的收入，而现在几乎为零。在五年后，即2027年，特斯拉股价将达到2000美元。考虑到特斯拉现在的股价在250美元，这意味着还有大约750%的上升空间。</p></body></html>","source":"wallstreetcn_api","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>木头姐重仓这四只AI股，看高特斯拉涨750%</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n木头姐重仓这四只AI股，看高特斯拉涨750%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-13 08:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3690966><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>木头姐，AI最大的机会在软件，其中“最重要的AI概念股”是特斯拉，自动驾驶技术料将推动其股价在2027年升至2000美元。人工智能被广泛认为是当下最具颠覆性和变革性的技术之一，而向来以押注“颠覆性创新”而闻名的木头姐更是重磅押注AI软件股。此前，木头姐（Cathie Wood）因清仓英伟达，错失5600亿美元的大反弹而受到争议。随后，“木头姐”辩解称，软件将是人工智能狂潮的下一个受益板块。她曾表示...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3690966\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"ARKK":"ARK Innovation ETF","TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3690966","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134773153","content_text":"木头姐，AI最大的机会在软件，其中“最重要的AI概念股”是特斯拉，自动驾驶技术料将推动其股价在2027年升至2000美元。人工智能被广泛认为是当下最具颠覆性和变革性的技术之一，而向来以押注“颠覆性创新”而闻名的木头姐更是重磅押注AI软件股。此前，木头姐（Cathie Wood）因清仓英伟达，错失5600亿美元的大反弹而受到争议。随后，“木头姐”辩解称，软件将是人工智能狂潮的下一个受益板块。她曾表示，英伟达每卖出1美元的硬件，软件供应商、SaaS供应商就会产生8美元的收入，因此AI最大的机会在软件。此外，木头姐重申，特斯拉是“最重要的AI概念股”，自动驾驶技术料将推动其股价从目前的240美元涨到2027年的2000美元，这意味特斯拉还有750%上涨空间。目前，木头姐的方舟基金重仓UiPath、Twilio和Teladoc Health这三支软件股，以及“人工智能领域最大玩家”特斯拉。具体来看，UiPath是方舟创新ETF第四大持股，其持有2800万股UiPath股票，仓位市值5.1728亿美元。UiPath是一家机器人流程自动化软件公司，为企业提供自动化解决方案。在2023年第一季度，该公司的收入同比增长18%达到2.896亿美元。今年迄今为止，该公司的股票飙升了43%。其次，方舟创新ETF持有460万股Twilio股份，仓位市值5.1728亿美元。Twilio公司的云通信平台允许企业开发并将各种通信渠道整合到其应用程序中，其应用编程接口使开发者能够将语音、消息和视频无缝地纳入其中，帮助企业提高客户参与度。第一季度，Twilio的活跃客户账户突破30万，同时收入同比增长15%，达到10.1亿美元。方舟创新ETF还拥有远程医疗公司Teladoc 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