姐们儿完美的诠释了什_老虎社区_美港股上老虎 - 老虎社区

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踏浪者
2023-02-06

姐们儿完美的诠释了什么叫运气！姐们持仓一直也没有太大变化。这些基金经理关注的不是盈利多少，而是规模多少，收多少管理费，盈亏看基民运气了…

“木头姐”上演惊人逆转，最大功臣不是特斯拉

ARKK在1月份累计上涨达27.8%。

“木头姐”上演惊人逆转，最大功臣不是特斯拉

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。

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Aoeivu
·2023-02-06
凭实力卖了140的英伟达
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HatterPorry
·2023-02-06
已阅
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洪洞派
·2023-02-06
妈
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紫昭格格
·2023-02-06
学习了
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就陪你去看海
·2023-02-06
[微笑]
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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”上演惊人逆转，最大功臣不是特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-02-06 15:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>连续两年下跌后，受益于美国科技股在1月的强劲反弹，ARKK在1月份大涨27.8%，创下有记录以来的最佳月度表现。而木头姐本人也提醒投资者，美联储即将结束紧缩。</blockquote><p>随着美国科技股在1月的强劲反弹，“木头姐”Cathie Wood掌管的旗舰基金也“大回血”，创下有史以来的最佳月度表现。根据道琼斯市场数据，Cathie Wood掌管的旗舰基金<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>（ARKK）在1月份累计上涨达27.8%。</p><p>木头姐青睐的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在1月表现抢眼，不过，Coinbase的近期涨幅却更令人瞩目，超过110%。前十中的榜尾Zoom，涨幅也接近18%。</p><p><img src=\"https://static.tigerbbs.com/ee076241494e678668e0cae088ba0ad4\" tg-width=\"1407\" tg-height=\"1996\" referrerpolicy=\"no-referrer\"></p><p>在2020年，美国科技股受益于新冠疫情带来的居家办公和学习浪潮，ARKK在当年飙涨了近150%。随着美联储从2021年开始考虑Taper，尤其是去年美联储开始激进加息以来，不断提高的利率令科技公司估值下降，科技股最先受到打击，ARKK的投资策略也遭到波及，ARKK在2021年和2022年分别下跌了21%和67%。</p><p><img src=\"https://static.tigerbbs.com/29bb19e68d53ab5d955a20abaca1cf54\" tg-width=\"1018\" tg-height=\"627\" referrerpolicy=\"no-referrer\"></p><p>前不久，Wood在季度投资者研讨会上说：</p><blockquote><b>我们很高兴看到债券收益率开始下降。</b></blockquote><blockquote>如果去年利率上升对成长型股票造成不成比例伤害的逻辑逆转了，那么未来现金流的折现价值应该会上升。</blockquote><blockquote>就像在1980年代初期一样，股市需要注意到美联储说它正在发出结束加息进程的信号。</blockquote><p>Wood曾一再警告称，美联储突然加息可能引发一段时期的通缩，并表示，<b>到2023年年中，通胀率可能降至3%或更低。</b></p><blockquote>我认为美联储即将结束这一紧缩举措。</blockquote><p>1月纳斯达克综合指数为累计上涨10.7%，创2001年以来的最佳1月份表现，并刷新去年7月来最大月度涨幅。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"ARKK":"ARK Innovation ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141349375","content_text":"连续两年下跌后，受益于美国科技股在1月的强劲反弹，ARKK在1月份大涨27.8%，创下有记录以来的最佳月度表现。而木头姐本人也提醒投资者，美联储即将结束紧缩。随着美国科技股在1月的强劲反弹，“木头姐”Cathie Wood掌管的旗舰基金也“大回血”，创下有史以来的最佳月度表现。根据道琼斯市场数据，Cathie Wood掌管的旗舰基金ARK Innovation ETF（ARKK）在1月份累计上涨达27.8%。木头姐青睐的特斯拉在1月表现抢眼，不过，Coinbase的近期涨幅却更令人瞩目，超过110%。前十中的榜尾Zoom，涨幅也接近18%。在2020年，美国科技股受益于新冠疫情带来的居家办公和学习浪潮，ARKK在当年飙涨了近150%。随着美联储从2021年开始考虑Taper，尤其是去年美联储开始激进加息以来，不断提高的利率令科技公司估值下降，科技股最先受到打击，ARKK的投资策略也遭到波及，ARKK在2021年和2022年分别下跌了21%和67%。前不久，Wood在季度投资者研讨会上说：我们很高兴看到债券收益率开始下降。如果去年利率上升对成长型股票造成不成比例伤害的逻辑逆转了，那么未来现金流的折现价值应该会上升。就像在1980年代初期一样，股市需要注意到美联储说它正在发出结束加息进程的信号。Wood曾一再警告称，美联储突然加息可能引发一段时期的通缩，并表示，到2023年年中，通胀率可能降至3%或更低。我认为美联储即将结束这一紧缩举措。1月纳斯达克综合指数为累计上涨10.7%，创2001年以来的最佳1月份表现，并刷新去年7月来最大月度涨幅。","news_type":1},"isVote":1,"tweetType":1,"viewCount":953,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":130,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":7858214,"gmtCreate":1675684015061,"gmtModify":1675684018721,"authorId":3459498113361558,"author":{"id":3459498113361558,"authorId":3459498113361558,"name":"Aoeivu","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":622254158,"type":1,"supId":0,"prevId":0,"content":"凭实力卖了140的英伟达","text":"凭实力卖了140的英伟达","html":"凭实力卖了140的英伟达","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7858205,"gmtCreate":1675683328353,"gmtModify":1675683332210,"authorId":3556934434262259,"author":{"id":3556934434262259,"authorId":3556934434262259,"name":"HatterPorry","avatar":"https://static.tigerbbs.com/4603d3bd460db0c3c17761d6a7cc7377","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":3,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":622254158,"type":1,"supId":0,"prevId":0,"content":"已阅","text":"已阅","html":"已阅","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":7858193,"gmtCreate":1675682606106,"gmtModify":1675682610055,"authorId":4105760423499980,"author":{"id":4105760423499980,"authorId":4105760423499980,"name":"洪洞派","avatar":"https://static.tigerbbs.com/dfd9ce07955ea0823f0d4bf035825d44","vip":1,"hat":"https://static.tigerbbs.com/ae1f49570794979e009a5efdeb6f4789","crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":622254158,"type":1,"supId":0,"prevId":0,"content":"妈","text":"妈","html":"妈","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":7858187,"gmtCreate":1675681866569,"gmtModify":1675681870381,"authorId":3515631599375856,"author":{"id":3515631599375856,"authorId":3515631599375856,"name":"紫昭格格","avatar":"https://static.tigerbbs.com/90a740b4226fd05efd32f9a13ae40a03","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.22","exceedPercentage":"80.77%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":4,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":622254158,"type":1,"supId":0,"prevId":0,"content":"学习了","text":"学习了","html":"学习了","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":7858183,"gmtCreate":1675681570011,"gmtModify":1675681574141,"authorId":4122707526551330,"author":{"id":4122707526551330,"authorId":4122707526551330,"name":"就陪你去看海","avatar":"https://static.tigerbbs.com/cb9f6272ced20eb4474cd12bd6693ff8","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":622254158,"type":1,"supId":0,"prevId":0,"content":"[微笑]","text":"[微笑]","html":"[微笑]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"hasMoreComment":true,"orderType":2}