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虹妤
虹妤
·
2025-12-11
$硅鑫集团(08349)$
急跌必涨涨
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虹妤
虹妤
·
2021-02-23
$运鸿CTI(CTIB)$
相信CTI的前景可期,可吃一次餐具,降解口罩新科技会给公司将带来巨额收入,股价会暴涨,昨天盘后大涨78.48%
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虹妤
虹妤
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2021-02-23
$运鸿CTI(CTIB)$
太给力了!上次盘前涨到8.3卖出,2.66又买回,今天盘后涨了59.15%继续看好!
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虹妤
虹妤
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2021-02-16
太牛了压中特斯拉大赚
“牛市女皇”的新烦恼:钱多票少?规模本身就是个问题
“牛市女皇”Cathy Wood正面临幸福的烦恼——钱太多花不出去了。 2月才过去半个月不到,木头姐的Ark基金规模就新增了70亿美金,几乎赶上了1月一个月新增的80亿美金。 截至本周,Ark基金的规
“牛市女皇”的新烦恼:钱多票少?规模本身就是个问题
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相信CTI的前景可期,可吃一次餐具,降解口罩新科技会给公司将带来巨额收入,股价会暴涨,昨天盘后大涨78.48%","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CTIB\">$运鸿CTI(CTIB)$</a> 相信CTI的前景可期,可吃一次餐具,降解口罩新科技会给公司将带来巨额收入,股价会暴涨,昨天盘后大涨78.48%","text":"$运鸿CTI(CTIB)$ 相信CTI的前景可期,可吃一次餐具,降解口罩新科技会给公司将带来巨额收入,股价会暴涨,昨天盘后大涨78.48%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369595150","isVote":1,"tweetType":1,"viewCount":1773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369202551,"gmtCreate":1614044470573,"gmtModify":1614044470573,"author":{"id":"3519781564826821","authorId":"3519781564826821","name":"虹妤","avatar":"https://static.tigerbbs.com/cf0911638725284b38dfc5414a8f0c5f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3519781564826821","idStr":"3519781564826821"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/CTIB\">$运鸿CTI(CTIB)$</a>太给力了!上次盘前涨到8.3卖出,2.66又买回,今天盘后涨了59.15%继续看好!","text":"$运鸿CTI(CTIB)$太给力了!上次盘前涨到8.3卖出,2.66又买回,今天盘后涨了59.15%继续看好!","images":[{"img":"https://static.tigerbbs.com/d23fefd44626ae4dc435572783e48115","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369202551","isVote":1,"tweetType":1,"viewCount":1799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":382549513,"gmtCreate":1613469833132,"gmtModify":1613469833132,"author":{"id":"3519781564826821","authorId":"3519781564826821","name":"虹妤","avatar":"https://static.tigerbbs.com/cf0911638725284b38dfc5414a8f0c5f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3519781564826821","idStr":"3519781564826821"},"themes":[],"htmlText":"太牛了压中特斯拉大赚","listText":"太牛了压中特斯拉大赚","text":"太牛了压中特斯拉大赚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382549513","repostId":"2111070147","repostType":2,"repost":{"id":"2111070147","kind":"news","pubTimestamp":1613350823,"share":"https://www.laohu8.com/m/news/2111070147?lang=zh_CN&edition=full","pubTime":"2021-02-15 09:00","market":"us","language":"zh","title":"“牛市女皇”的新烦恼:钱多票少?规模本身就是个问题","url":"https://stock-news.laohu8.com/highlight/detail?id=2111070147","media":"华尔街见闻","summary":"“牛市女皇”Cathy Wood正面临幸福的烦恼——钱太多花不出去了。\n2月才过去半个月不到,木头姐的Ark基金规模就新增了70亿美金,几乎赶上了1月一个月新增的80亿美金。\n截至本周,Ark基金的规","content":"<p>“牛市女皇”Cathy Wood正面临幸福的烦恼——钱太多花不出去了。</p>\n<p>2月才过去半个月不到,木头姐的Ark基金规模就新增了70亿美金,几乎赶上了1月一个月新增的80亿美金。</p>\n<p>截至本周,Ark基金的规模已经飙升至580亿美元。而在去年1月,Ark旗下所有产品的规模才35亿美元。</p>\n<p>也就是说,在过去一年多的时间里,木头姐凭借其优异的业绩,让Ark基金规模已经增长了15倍,这简直是一个奇迹。</p>\n<p>ETF基金专家Balchunas甚至乐观地预计,Ark今年的资金流入规模有望达到1360亿美元,尽管很多人认为这不太可能实现。</p>\n<h2>规模本身就是个问题</h2>\n<p>不过基金规模如此迅速的膨胀也让木头姐始料未及,规模本身就是个问题。</p>\n<p>在基金规模小的时候,Ark可以随心所欲的选择他们看中的行业和公司,无须担心市场容量和自身体量影响。</p>\n<p>但随着基金规模的日益壮大,Ark也逐渐面临了钱多票少的困境。市面上看中的股票就只有这么多。Ark投资创新型公司的风格,也使得其看中的股票体量往往不大。</p>\n<p>数十亿、甚至数百亿资金涌入这些创新型公司,本身就足以抬升股价,未来如何退出更是令人头疼。</p>\n<p>怎么把源源不断涌入的资金投出去,不仅考验木头姐的眼光,更考验Ark基金的操盘技巧。</p>\n<p>据彭博综合的数据,Ark基金已经至少拥有24家公司10%以上的股权。</p>\n<p>好在从去年一年的情况来看,规模的迅速膨胀并没有为Ark带来太多负面因素。Ark旗下的五只主动基金收益率全部超过100%,期间基金ARKK由于成功押注<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>,收益率更是高达164%,傲视美股。</p>\n<p>盛宝银行分析师Peter Garnry在最近研究中称,随着规模越来越大,Ark基金将面临两个潜在风险:</p>\n<p>第一,Ark基金对市场的潜在影响越来越大,过去几年来自Ark的基金助长了生物科技的热潮。一旦Ark资金开始退出,相关板块估值价格面临跳水风险。</p>\n<p>第二,一旦潮水褪去,Ark投资的公司股价开始下跌,那么当前的“股价上涨-规模增加”的正反馈将转为负反馈。</p>\n<h2>Ark的征途是星辰大海</h2>\n<p>不过,区区几百亿美金似乎还不足以让木头姐感到太烦恼。</p>\n<p>对此市场对其规模的担忧,木头姐在本周的网上讨论中也做了回应。她指出,Ark购买的许多公司的市值规模迅速扩大,这有助于缓解大家对于基金规模的担忧。而且目前IPO市场火爆和SPAC借壳上市的兴旺也为Ark提供了更多投资选择。</p>\n<p>更重要的是,木头姐早已将眼光投向了特斯拉以外更广阔的领域。在最新发布的2021年年度投资报告中,木头姐带领她的Ark研究团队提出了15个宏大而前景广阔的投资主题,涉及的领域除了为人熟知的比特币、电动车、无人驾驶之外,还包括深度学习、新一代基因测序、数据中心再创造、虚拟世界等。</p>\n<p>华尔街见闻详细翻译整理了Ark的这篇年度报告,有兴趣的读者可以点击这里查看:《寻找下一个特斯拉暴涨奇迹!ARK“牛市女皇”重磅报告:牛年15大投资机会(完整版)》。</p>\n<p>在Ark看来,这些主题不仅仅是今年可以重点关注的主题,还在未来数年都拥有巨大的市场以及投资空间。比如,他们认为,深度学习将在未来15-20年里为全球股票市场增加30万亿美元的市值。</p>\n<p>他们预计某些领域可能将要或者正在出现极具创新力的颠覆性进展。其中,比特币可能迎来以机构作为投资主力的全新时代,数据中心产业正在经历一场翻天覆地式的技术革命,数字钱包将从根本上撼动全世界传统银行的地位,而电动车的销量将暴增20倍……</p>\n<p><b>在木头姐看来,人类正处在新一轮技术大爆炸的前夜。投资者源源不断涌入的资金将为Ark提供更多弹药,她已经准备好撸起袖子大干一场。</b></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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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“牛市女皇”的新烦恼:钱多票少?规模本身就是个问题\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-15 09:00 北京时间 <a href=https://wallstreetcn.com/articles/3620343><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“牛市女皇”Cathy Wood正面临幸福的烦恼——钱太多花不出去了。\n2月才过去半个月不到,木头姐的Ark基金规模就新增了70亿美金,几乎赶上了1月一个月新增的80亿美金。\n截至本周,Ark基金的规模已经飙升至580亿美元。而在去年1月,Ark旗下所有产品的规模才35亿美元。\n也就是说,在过去一年多的时间里,木头姐凭借其优异的业绩,让Ark基金规模已经增长了15倍,这简直是一个奇迹。\nETF基金...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3620343\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fca8fb46987dd44f23033bff8816eaa7","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3620343","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2111070147","content_text":"“牛市女皇”Cathy Wood正面临幸福的烦恼——钱太多花不出去了。\n2月才过去半个月不到,木头姐的Ark基金规模就新增了70亿美金,几乎赶上了1月一个月新增的80亿美金。\n截至本周,Ark基金的规模已经飙升至580亿美元。而在去年1月,Ark旗下所有产品的规模才35亿美元。\n也就是说,在过去一年多的时间里,木头姐凭借其优异的业绩,让Ark基金规模已经增长了15倍,这简直是一个奇迹。\nETF基金专家Balchunas甚至乐观地预计,Ark今年的资金流入规模有望达到1360亿美元,尽管很多人认为这不太可能实现。\n规模本身就是个问题\n不过基金规模如此迅速的膨胀也让木头姐始料未及,规模本身就是个问题。\n在基金规模小的时候,Ark可以随心所欲的选择他们看中的行业和公司,无须担心市场容量和自身体量影响。\n但随着基金规模的日益壮大,Ark也逐渐面临了钱多票少的困境。市面上看中的股票就只有这么多。Ark投资创新型公司的风格,也使得其看中的股票体量往往不大。\n数十亿、甚至数百亿资金涌入这些创新型公司,本身就足以抬升股价,未来如何退出更是令人头疼。\n怎么把源源不断涌入的资金投出去,不仅考验木头姐的眼光,更考验Ark基金的操盘技巧。\n据彭博综合的数据,Ark基金已经至少拥有24家公司10%以上的股权。\n好在从去年一年的情况来看,规模的迅速膨胀并没有为Ark带来太多负面因素。Ark旗下的五只主动基金收益率全部超过100%,期间基金ARKK由于成功押注特斯拉,收益率更是高达164%,傲视美股。\n盛宝银行分析师Peter Garnry在最近研究中称,随着规模越来越大,Ark基金将面临两个潜在风险:\n第一,Ark基金对市场的潜在影响越来越大,过去几年来自Ark的基金助长了生物科技的热潮。一旦Ark资金开始退出,相关板块估值价格面临跳水风险。\n第二,一旦潮水褪去,Ark投资的公司股价开始下跌,那么当前的“股价上涨-规模增加”的正反馈将转为负反馈。\nArk的征途是星辰大海\n不过,区区几百亿美金似乎还不足以让木头姐感到太烦恼。\n对此市场对其规模的担忧,木头姐在本周的网上讨论中也做了回应。她指出,Ark购买的许多公司的市值规模迅速扩大,这有助于缓解大家对于基金规模的担忧。而且目前IPO市场火爆和SPAC借壳上市的兴旺也为Ark提供了更多投资选择。\n更重要的是,木头姐早已将眼光投向了特斯拉以外更广阔的领域。在最新发布的2021年年度投资报告中,木头姐带领她的Ark研究团队提出了15个宏大而前景广阔的投资主题,涉及的领域除了为人熟知的比特币、电动车、无人驾驶之外,还包括深度学习、新一代基因测序、数据中心再创造、虚拟世界等。\n华尔街见闻详细翻译整理了Ark的这篇年度报告,有兴趣的读者可以点击这里查看:《寻找下一个特斯拉暴涨奇迹!ARK“牛市女皇”重磅报告:牛年15大投资机会(完整版)》。\n在Ark看来,这些主题不仅仅是今年可以重点关注的主题,还在未来数年都拥有巨大的市场以及投资空间。比如,他们认为,深度学习将在未来15-20年里为全球股票市场增加30万亿美元的市值。\n他们预计某些领域可能将要或者正在出现极具创新力的颠覆性进展。其中,比特币可能迎来以机构作为投资主力的全新时代,数据中心产业正在经历一场翻天覆地式的技术革命,数字钱包将从根本上撼动全世界传统银行的地位,而电动车的销量将暴增20倍……\n在木头姐看来,人类正处在新一轮技术大爆炸的前夜。投资者源源不断涌入的资金将为Ark提供更多弹药,她已经准备好撸起袖子大干一场。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}