LMF83 personal page - To The Moon

LMF83

LMF83

No personal profile

195Follow

0Followers

0Topic

0Badge

2021-06-03

Good

The stock split wave is making a comeback, and the US stock market bull market is getting another boost?

2021-05-26

Good

Three factors indicate that the "reverse period" of technology stocks is not over yet

2021-04-12

good

Sorry, the original content has been removed

2021-04-11

Good

Sorry, the original content has been removed

2021-04-09

Good

Xiaomi's ecosystem company, Roborock Technology, has entered the car manufacturing market, with an angel round valuation of $240 million.

2021-04-07

Good

Buy Chinese concept stocks at the bottom! Munger has his eye on Alibaba, and the "female version of Buffett" increases his holdings in Baidu.

2021-04-05

Great ariticle, would you like to share it?

@TigerOptions:這周重要點位

2021-04-03

Great ariticle, would you like to share it?

@可乐财经老林:新能源汽車暴跌能不能抄底特斯拉蔚來小鵬汽車股票深度分析特斯拉vs蔚來vs小鵬$小鵬汽車(XPEV)$ $蔚來(NIO)$ $特斯拉(TSLA)$ 美股分析蔚來芯片短缺，停產一週，你認爲是否是一個銷售差的藉口？你會抄底嗎？歡迎大家來B站/油管Youtube關注以及訂閱我的影片 (可樂財經老林投資 CL Investments)求推廣：@孟浩 @Tony特別帥@愛發紅包的虎妞@小虎AV

2021-04-03

Crm

Sorry, the original content has been removed

2021-03-23

????

Sorry, the original content has been removed

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3579339677923534","uuid":"3579339677923534","gmtCreate":1616247594219,"gmtModify":1616507781795,"name":"LMF83","pinyin":"lmf83","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":195,"tweetSize":81,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-4","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Tiger Star","description":"Join the tiger community for 2000 days","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.09.11","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"972123088c9646f7b6091ae0662215be-1","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Elite Trader","description":"Total number of securities or futures transactions reached 30","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"60.99%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":12,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":111471022,"gmtCreate":1622695961666,"gmtModify":1704189127759,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579339677923534","idStr":"3579339677923534"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/111471022","repostId":"1184714420","repostType":4,"repost":{"id":"1184714420","kind":"news","pubTimestamp":1622679489,"share":"https://ttm.financial/m/news/1184714420?lang=en_US&edition=fundamental","pubTime":"2021-06-03 08:18","market":"us","language":"zh","title":"The stock split wave is making a comeback, and the US stock market bull market is getting another boost?","url":"https://stock-news.laohu8.com/highlight/detail?id=1184714420","media":"腾讯美股","summary":"历史数据显示，认为拆股有利于股票长期表现的说法是站不住脚的。比如，就标普500强股票的平均表现而言，在拆股发生之前的五年时间当中，拆股股票有四年的表现都是好于指数本身的，但是在拆股发生之后的五年时间当中，该股票的表现则有四年是不及基准指标的。近期以来，股票拆分再度成为了美国上市企业的一种时尚，而这种曾经被华尔街抛弃多年的实践东山再起是否合理，也成为了坊间热议的焦点。","content":"<p><i>Historical data shows that the claim that stock splits are beneficial to long-term stock performance is untenable. For example, in terms of the average performance of S&P 500 stocks, in the five years before the stock split, the stock outperformed the index itself for four years, but in the five years after the stock split, the stock underperformed the benchmark for four years.</i><img src=\"https://static.tigerbbs.com/69508d74da68bae02b72421f3109cb72\" tg-width=\"1080\" tg-height=\"722\" referrerpolicy=\"no-referrer\"></p><p>Recently, stock splits have once again become a fashion trend for listed companies in the United States, and whether this practice, which was abandoned by Wall Street for many years, is making a comeback has become a hot topic of discussion.</p><p>Last week,<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>It became the eighth S&P 500 company to announce a stock split in the past year, and among the companies that did so before were many well-known figures, such as the well-known...<a href=\"https://laohu8.com/S/AAPL\">Apple</a>and<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>etc. According to Bloomberg data, the last time such a large number of S&P 500 stocks split in such a short period of time was six years ago.</p><p>The resurgence of the stock split wave comes against the backdrop of a dazzling surge in US stocks over the past year, with nearly 600 constituent stocks in the Russell 3000 Index trading above $100.</p><p>As a result, the long-standing but still unresolved debate among investors has heated up again: is stock splitting an engine that promotes further stock price increases, or a drag on the potential future upward trend? In fact, in recent years, with the increasing number of retail investor transactions and the emergence of so-called zero-share, or fragmented stock holding structures, this debate has become an undercurrent.</p><p>“From a purely mathematical perspective, the idea that stock splits are a good thing is baseless,” explained Mark Lehmann, CEO of JMP Securities. “However, for specific stocks at specific price levels, stock splits can indeed give people a different visual experience, and it is difficult for some investors to change this mindset.”</p><p>In fact, the main motivation for companies to choose stock splits is very simple—to make the price of each share low and make it easier for investors to buy. Nvidia's stock price has now reached approximately $650, quadrupling since the beginning of 2019. The company then issued a statement saying it would conduct a four-part stock split to \"make it easier for investors and employees to hold shares.\"</p><p>Stock splits were once widely regarded as a typical feature of a bull market, and their loss of widespread market favor is only a recent occurrence. In 2006 and 2007, the previous period when the U.S. stock market hit new highs, 47 companies in the S&P 500 chose to split their stocks, and three of them, Nvidia, Paccar, and Cummins, even split their stocks twice in a row. However, by 2019, only two S&P 500 companies had chosen to split their stocks.</p><p>Julian Emanuel, chief equity and derivatives strategist at BTIG, explained that the decision to split stocks is becoming increasingly difficult due to changes in trading platforms, in short, the rise of commission-free brokerages and the emergence of zero-share mechanisms. These developments \"have largely made the price of a stock irrelevant.\"</p><p>Brokerages like Robinhood now allow investors to buy only a portion of a single stock, for example...<a href=\"https://laohu8.com/S/GOOG\">Google</a>Class A shares of parent company Alphabet are priced at over $2,300, and investors can buy them for as little as $1.</p><p>Historical data shows that the claim that stock splits are beneficial to long-term stock performance is untenable. For example, in terms of the average performance of S&P 500 stocks, in the five years before the stock split, the stock outperformed the index itself for four years, but in the five years after the stock split, the stock underperformed the benchmark for four years.</p><p>The rise of a new wave of stock splits has also sparked widespread speculation in the market. Many investors believe that other large tech companies may follow suit and take similar actions, such as those whose stock prices have already reached four figures.<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>。 Between 1998 and 1999, Amazon conducted three consecutive stock splits, but this has not happened again since. The e-commerce giant's stock price has now exceeded $3,200, and its historical increase has exceeded 5,000% since the last stock split.</p><p>Regardless of what signals historical performance records send, retail investors have risen across the board over the past year, becoming a highly active force in the market. This may be an important reason why many companies are starting to plan stock splits.</p><p>Bloomberg data shows that retail traders in the United States now rank second only to market makers and independent high-frequency traders in terms of total trading volume in the market. Retail investors have now even surpassed quantitative investors, hedge funds, and traditional long players.</p><p>\"A lot of investment is now driven by psychological factors.\" Kevin Walkush, portfolio manager at Jensen Investment Management, pointed out, \"Now, retail investors no longer have to consider whether to choose zero stocks; they can simply buy split stocks. This means that the market's doors are increasingly opening to retail investors.\"</p>","source":"txmg","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>The stock split wave is making a comeback, and the US stock market bull market is getting another boost?</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\">\nThe stock split wave is making a comeback, and the US stock market bull market is getting another boost?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">腾讯美股</strong><span class=\"h-time small\">2021-06-03 08:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><i>Historical data shows that the claim that stock splits are beneficial to long-term stock performance is untenable. For example, in terms of the average performance of S&P 500 stocks, in the five years before the stock split, the stock outperformed the index itself for four years, but in the five years after the stock split, the stock underperformed the benchmark for four years.</i><img src=\"https://static.tigerbbs.com/69508d74da68bae02b72421f3109cb72\" tg-width=\"1080\" tg-height=\"722\" referrerpolicy=\"no-referrer\"></p><p>Recently, stock splits have once again become a fashion trend for listed companies in the United States, and whether this practice, which was abandoned by Wall Street for many years, is making a comeback has become a hot topic of discussion.</p><p>Last week,<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>It became the eighth S&P 500 company to announce a stock split in the past year, and among the companies that did so before were many well-known figures, such as the well-known...<a href=\"https://laohu8.com/S/AAPL\">Apple</a>and<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>etc. According to Bloomberg data, the last time such a large number of S&P 500 stocks split in such a short period of time was six years ago.</p><p>The resurgence of the stock split wave comes against the backdrop of a dazzling surge in US stocks over the past year, with nearly 600 constituent stocks in the Russell 3000 Index trading above $100.</p><p>As a result, the long-standing but still unresolved debate among investors has heated up again: is stock splitting an engine that promotes further stock price increases, or a drag on the potential future upward trend? In fact, in recent years, with the increasing number of retail investor transactions and the emergence of so-called zero-share, or fragmented stock holding structures, this debate has become an undercurrent.</p><p>“From a purely mathematical perspective, the idea that stock splits are a good thing is baseless,” explained Mark Lehmann, CEO of JMP Securities. “However, for specific stocks at specific price levels, stock splits can indeed give people a different visual experience, and it is difficult for some investors to change this mindset.”</p><p>In fact, the main motivation for companies to choose stock splits is very simple—to make the price of each share low and make it easier for investors to buy. Nvidia's stock price has now reached approximately $650, quadrupling since the beginning of 2019. The company then issued a statement saying it would conduct a four-part stock split to \"make it easier for investors and employees to hold shares.\"</p><p>Stock splits were once widely regarded as a typical feature of a bull market, and their loss of widespread market favor is only a recent occurrence. In 2006 and 2007, the previous period when the U.S. stock market hit new highs, 47 companies in the S&P 500 chose to split their stocks, and three of them, Nvidia, Paccar, and Cummins, even split their stocks twice in a row. However, by 2019, only two S&P 500 companies had chosen to split their stocks.</p><p>Julian Emanuel, chief equity and derivatives strategist at BTIG, explained that the decision to split stocks is becoming increasingly difficult due to changes in trading platforms, in short, the rise of commission-free brokerages and the emergence of zero-share mechanisms. These developments \"have largely made the price of a stock irrelevant.\"</p><p>Brokerages like Robinhood now allow investors to buy only a portion of a single stock, for example...<a href=\"https://laohu8.com/S/GOOG\">Google</a>Class A shares of parent company Alphabet are priced at over $2,300, and investors can buy them for as little as $1.</p><p>Historical data shows that the claim that stock splits are beneficial to long-term stock performance is untenable. For example, in terms of the average performance of S&P 500 stocks, in the five years before the stock split, the stock outperformed the index itself for four years, but in the five years after the stock split, the stock underperformed the benchmark for four years.</p><p>The rise of a new wave of stock splits has also sparked widespread speculation in the market. Many investors believe that other large tech companies may follow suit and take similar actions, such as those whose stock prices have already reached four figures.<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>。 Between 1998 and 1999, Amazon conducted three consecutive stock splits, but this has not happened again since. The e-commerce giant's stock price has now exceeded $3,200, and its historical increase has exceeded 5,000% since the last stock split.</p><p>Regardless of what signals historical performance records send, retail investors have risen across the board over the past year, becoming a highly active force in the market. This may be an important reason why many companies are starting to plan stock splits.</p><p>Bloomberg data shows that retail traders in the United States now rank second only to market makers and independent high-frequency traders in terms of total trading volume in the market. Retail investors have now even surpassed quantitative investors, hedge funds, and traditional long players.</p><p>\"A lot of investment is now driven by psychological factors.\" Kevin Walkush, portfolio manager at Jensen Investment Management, pointed out, \"Now, retail investors no longer have to consider whether to choose zero stocks; they can simply buy split stocks. This means that the market's doors are increasingly opening to retail investors.\"</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/8WAlSLJhzX4EUUfsMOKuBQ\">腾讯美股</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/347452cc99fb488c45ccd900fcf3aa20","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s/8WAlSLJhzX4EUUfsMOKuBQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184714420","content_text":"历史数据显示，认为拆股有利于股票长期表现的说法是站不住脚的。比如，就标普500强股票的平均表现而言，在拆股发生之前的五年时间当中，拆股股票有四年的表现都是好于指数本身的，但是在拆股发生之后的五年时间当中，该股票的表现则有四年是不及基准指标的。\n\n\n近期以来，股票拆分再度成为了美国上市企业的一种时尚，而这种曾经被华尔街抛弃多年的实践东山再起是否合理，也成为了坊间热议的焦点。\n上周，英伟达成为了过去一年以来第八家宣布拆股的标普500强企业，而此前这么做了的公司当中不乏大名鼎鼎的角色，比如大家耳熟能详的苹果和特斯拉等。根据彭博的数据，这么短的时间之内，这么多的标普500成份股拆股，上次出现类似情况还要追溯到六年之前。\n拆股大潮再度兴起的背景是，美股在过去一年多时间当中上演了令人目眩的大涨势，罗素3000指数当中有近600只成份股的价格都超过了100美元。\n于是乎，投资者当中那由来已久，却至今没有结果的争论也再度升温——拆股到底是促进股价进一步上涨的引擎，还是未来可能涨势的拖累？事实上，近年以来，伴随散户投资者交易的日益增加，以及所谓零股，即零星股票持有架构的出现，这一争论已经是暗流涌动。\n“从纯数学角度看来，那种宣称拆股是好事的观点可以说是没有任何根据的。”JMPSecurities首席执行官莱曼（Mark Lehmann）解释道，“可是，对于处在特定价位的特定股票而言，拆股却又确实可以给人以一种视觉层面的不同感受，对于一部分投资大众而言，要改变的他们的这种想法也是很难的。”\n其实，企业会选择拆股，最主要的动机是非常简单的——让每一股的价格变得低廉，让投资者更方便买进。英伟达的股价目前已经达到了大约650美元，从2019年年初算起翻了两番。该公司于是发表声明称要进行一分为四的拆股，旨在“让投资者和员工更容易持有股票”。\n曾经，拆股被广泛视为牛市的一种典型特征，失去市场的广泛青睐其实只是不久前的事情。在2006年和2007年，即上一个美股大盘创下新高的周期，标普500强当中有47家选择了拆股，而其中三家，即英伟达、Paccar和Cummins，甚至连续拆分两次。可是到了2019年，全年也只有2家标普500强选择拆股。\nBTIG首席股票和衍生产品策略师伊曼纽尔（Julian Emanuel）解释说，现在拆股的决定越来越难以做出，是因为交易平台发生了变化，简而言之就是免佣金券商兴起，以及零股机制出现。这些发展“很大程度上已经使得一只股票的价格高低变得不再相干了”。\nRobinhood等券商现在都允许投资者只买进一只股票的一部分，比如说谷歌母公司Alphabet的A类股票，价格超过2300美元，而投资者只买1美元也是可以的。\n历史数据显示，认为拆股有利于股票长期表现的说法是站不住脚的。比如，就标普500强股票的平均表现而言，在拆股发生之前的五年时间当中，拆股股票有四年的表现都是好于指数本身的，但是在拆股发生之后的五年时间当中，该股票的表现则有四年是不及基准指标的。\n新一轮拆股潮的兴起也引起了市场的广泛猜测，很多投资者都觉得其他大科技公司也可能跟进，采取类似行动，比如股价已经达到四位数的亚马逊。在1998年至1999年间，亚马逊曾经连续三次拆股，但是在那之后，这种事情就再也没有发生过。电商巨头目前的股价已经超过3200美元，自最后一次拆股至今，历史涨幅超过了5000%。\n且不说历史表现记录在发出怎样的信号，过去一年以来，散户投资者全线崛起，成为市场当中高度活跃的一支力量，这或许也是许多公司开始打起拆股算盘的一个重要原因。\n彭博的数据显示，现在，美国散户交易者在市场上的交易总量排名，已经仅次于做市商和独立高频交易商。散户群体现在甚至已经超过了量化投资者群体、对冲基金，以及传统的多头玩家。\n“大量投资现在都是由心理学因素驱动的。” Jensen InvestmentManagement投资组合经理人沃尔库什（Kevin Walkush）指出，“现在，散户投资者再也不必面对是否选择零股的考虑了，他们完全可以直接买进拆分后的股票。这就意味着，市场的大门正对散户日益敞开。”","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":136741913,"gmtCreate":1622041549932,"gmtModify":1704178419116,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579339677923534","idStr":"3579339677923534"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/136741913","repostId":"2138519408","repostType":4,"repost":{"id":"2138519408","kind":"highlight","pubTimestamp":1622011111,"share":"https://ttm.financial/m/news/2138519408?lang=en_US&edition=fundamental","pubTime":"2021-05-26 14:38","market":"us","language":"zh","title":"Three factors indicate that the \"reverse period\" of technology stocks is not over yet","url":"https://stock-news.laohu8.com/highlight/detail?id=2138519408","media":"Wind资讯","summary":"随着市场对通胀的担忧有所消化，纳斯达克指数自5月19日以来反弹。但分析师表示，未来价格的波动因素、科技股当前估值及资金流向均表明，当前美股科技公司的回调尚未结束。\n4月29日，纳斯达克综合指数触及14","content":"<p>The Nasdaq index has rebounded since May 19 as market concerns about inflation have subsided. However, analysts say that future price volatility, current valuations of technology stocks, and capital flows all indicate that the current correction in US technology companies is not over.</p><p>On April 29, the Nasdaq Composite Index hit a record high of 14,211 points. Since then, the index has corrected by nearly 3%. While the index’s more than 1.5% gain on Monday may reassure some investors, the macroeconomic drivers of technology stocks, which have led the market over the past decade, still face challenges.</p><p>RBC strategist Lori Calvasina said, \"We believe there are no problems with the fundamentals of the technology sector, but we believe this is an overheld and overvalued part of the market, which is currently a wrong macroeconomic context for this part of the market.\"</p><p>The current market backdrop is that growth and inflation are accelerating as the economy reopens after the shock of a pandemic. Therefore, industries and investment styles that benefit more from accelerated GDP growth are more favored than sectors and investment styles that can achieve growth in other environments.</p><p>Led by Parag Thatte<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>A report released by strategists last Friday showed that investors continue to invest in stocks and fixed-income products seen as inflation winners, such as TIPS, energy, materials, and financial stocks.</p><p><img src=\"https://static.tigerbbs.com/f3a6d3d53b8204d51b0cd1ebdb3c8fb7\" tg-width=\"796\" tg-height=\"691\" referrerpolicy=\"no-referrer\"></p><p>Energy, materials, and financial stocks also performed well in cyclical trading, value trading, and reopening trading. Commodity prices are soaring, and expectations for infrastructure are also rising. The combination of higher economic growth and higher interest rates has injected vitality into the financial system.</p><p>The money entering this field comes from investors who are reducing their technology transactions. Calvasina stated, \"We believe inflationary pressures already exist, and the technology sector is one of the largest sources of funding for a return to inflation... so we don't think now is the best time to return to this sector.\"</p><p>In a report published last week, Calvasina and her team delved into the shift in investor style from different perspectives, attempting to explore whether the pullback in large tech companies has been sufficient. Several reasons indicate that the correction in technology companies is not yet over.</p><p>Calvasina points out that technology stocks are still overvalued relative to historical valuations in other parts of the market and technology stocks. As we mentioned above, capital inflows are not encouraging, with technology ETFs experiencing flat inflows this year.</p><p><b>Economic data disappointed the market</b></p><p>Consumer confidence fell short of expectations in April, while the Conference Board's overall confidence index fell more than expected last month. The Conference Board of Economic Advisors noted that, at least to some extent, the short-term income outlook is under pressure from inflation concerns. Another report released Tuesday morning showed that house prices rose by the most in 15 years in March, highlighting that a mismatch between supply and demand in more key areas of the economy is pushing up house prices.</p><p>However, some members of the U.S. Federal Open Market Committee (fomc) have suggested that market participants may not need to worry that rising prices will lead to near-term changes in monetary policy in the short term. St. Louis Federal Reserve Bank President James Bullard on Monday<a href=\"https://laohu8.com/S/YHOO\">Yahoo</a>Caijing stated that he believes the rise in inflation is \"mostly temporary,\" and that the Federal Reserve \"has not yet reached that level\" when discussing tapering its asset purchases.</p><p>In another commentary, Esther George, president of the Federal Reserve Bank of Kansas City, said she did not want the Federal Reserve to \"rely too much on historical relationships and dynamics when judging the inflation outlook.\" Federal Reserve officials have recently delivered a series of speeches downplaying the need for short-term monetary policy measures that could dampen market gains.</p><p>Although the past two days of trading have provided investors with at least a brief respite following last week's stock market sell-off, some strategists remain cautious about the stock market given that concerns about inflation remain high.</p><p>\"Everyone now knows they should be worried about inflationary pressures and the potential impact that could have on monetary policy or corporate profitability,\" Shawn Cruz, senior market strategist at TD Ameritrade, told Yahoo Finance on Monday. \"If they decide to keep rising input costs on their balance sheets, that's fine, at least on the consumer side. We won't see inflation rise, but when earnings come out (in the second quarter), we might see profit margins rise.\"</p><p>Others have also pointed out that the advances led by the latest technologies may be short-lived. Calvasina stated, \"We still believe inflationary pressures exist, with people shifting funds from technology stocks to other sectors such as financials, energy, and materials. We do not believe these inflationary pressures will ease in the short term.\"</p>","source":"wind","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>Three factors indicate that the \"reverse period\" of technology stocks is not over yet</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\">\nThree factors indicate that the \"reverse period\" of technology stocks is not over yet\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Wind资讯</strong><span class=\"h-time small\">2021-05-26 14:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Nasdaq index has rebounded since May 19 as market concerns about inflation have subsided. However, analysts say that future price volatility, current valuations of technology stocks, and capital flows all indicate that the current correction in US technology companies is not over.</p><p>On April 29, the Nasdaq Composite Index hit a record high of 14,211 points. Since then, the index has corrected by nearly 3%. While the index’s more than 1.5% gain on Monday may reassure some investors, the macroeconomic drivers of technology stocks, which have led the market over the past decade, still face challenges.</p><p>RBC strategist Lori Calvasina said, \"We believe there are no problems with the fundamentals of the technology sector, but we believe this is an overheld and overvalued part of the market, which is currently a wrong macroeconomic context for this part of the market.\"</p><p>The current market backdrop is that growth and inflation are accelerating as the economy reopens after the shock of a pandemic. Therefore, industries and investment styles that benefit more from accelerated GDP growth are more favored than sectors and investment styles that can achieve growth in other environments.</p><p>Led by Parag Thatte<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>A report released by strategists last Friday showed that investors continue to invest in stocks and fixed-income products seen as inflation winners, such as TIPS, energy, materials, and financial stocks.</p><p><img src=\"https://static.tigerbbs.com/f3a6d3d53b8204d51b0cd1ebdb3c8fb7\" tg-width=\"796\" tg-height=\"691\" referrerpolicy=\"no-referrer\"></p><p>Energy, materials, and financial stocks also performed well in cyclical trading, value trading, and reopening trading. Commodity prices are soaring, and expectations for infrastructure are also rising. The combination of higher economic growth and higher interest rates has injected vitality into the financial system.</p><p>The money entering this field comes from investors who are reducing their technology transactions. Calvasina stated, \"We believe inflationary pressures already exist, and the technology sector is one of the largest sources of funding for a return to inflation... so we don't think now is the best time to return to this sector.\"</p><p>In a report published last week, Calvasina and her team delved into the shift in investor style from different perspectives, attempting to explore whether the pullback in large tech companies has been sufficient. Several reasons indicate that the correction in technology companies is not yet over.</p><p>Calvasina points out that technology stocks are still overvalued relative to historical valuations in other parts of the market and technology stocks. As we mentioned above, capital inflows are not encouraging, with technology ETFs experiencing flat inflows this year.</p><p><b>Economic data disappointed the market</b></p><p>Consumer confidence fell short of expectations in April, while the Conference Board's overall confidence index fell more than expected last month. The Conference Board of Economic Advisors noted that, at least to some extent, the short-term income outlook is under pressure from inflation concerns. Another report released Tuesday morning showed that house prices rose by the most in 15 years in March, highlighting that a mismatch between supply and demand in more key areas of the economy is pushing up house prices.</p><p>However, some members of the U.S. Federal Open Market Committee (fomc) have suggested that market participants may not need to worry that rising prices will lead to near-term changes in monetary policy in the short term. St. Louis Federal Reserve Bank President James Bullard on Monday<a href=\"https://laohu8.com/S/YHOO\">Yahoo</a>Caijing stated that he believes the rise in inflation is \"mostly temporary,\" and that the Federal Reserve \"has not yet reached that level\" when discussing tapering its asset purchases.</p><p>In another commentary, Esther George, president of the Federal Reserve Bank of Kansas City, said she did not want the Federal Reserve to \"rely too much on historical relationships and dynamics when judging the inflation outlook.\" Federal Reserve officials have recently delivered a series of speeches downplaying the need for short-term monetary policy measures that could dampen market gains.</p><p>Although the past two days of trading have provided investors with at least a brief respite following last week's stock market sell-off, some strategists remain cautious about the stock market given that concerns about inflation remain high.</p><p>\"Everyone now knows they should be worried about inflationary pressures and the potential impact that could have on monetary policy or corporate profitability,\" Shawn Cruz, senior market strategist at TD Ameritrade, told Yahoo Finance on Monday. \"If they decide to keep rising input costs on their balance sheets, that's fine, at least on the consumer side. We won't see inflation rise, but when earnings come out (in the second quarter), we might see profit margins rise.\"</p><p>Others have also pointed out that the advances led by the latest technologies may be short-lived. Calvasina stated, \"We still believe inflationary pressures exist, with people shifting funds from technology stocks to other sectors such as financials, energy, and materials. We do not believe these inflationary pressures will ease in the short term.\"</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/481817.html\">Wind资讯</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9d770a193c6a88684d0203fd2ec91e4a","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"http://www.zhitongcaijing.com/content/detail/481817.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138519408","content_text":"随着市场对通胀的担忧有所消化，纳斯达克指数自5月19日以来反弹。但分析师表示，未来价格的波动因素、科技股当前估值及资金流向均表明，当前美股科技公司的回调尚未结束。\n4月29日，纳斯达克综合指数触及14211点的纪录高点。自那以来，该指数回调已接近3%。尽管该指数周一超过1.5%的涨幅可能会让一些投资者放心，但过去10年引领市场的科技股的宏观驱动力仍面临挑战。\nRBC策略师Lori Calvasina表示：“我们认为科技领域的基本面没有任何问题，但我们认为，这是市场上被过度持有、估值过高的一部分，目前对这部分市场来说，这是一个错误的宏观背景。”\n当前市场的背景是，随着经济在一场疫情引发的冲击后重新开放，增长和通胀正在加速。因此，与能够在其他环境中获得增长的领域和投资风格相比，从GDP加速增长中获益更多的行业和投资风格更受青睐。\n以Parag Thatte为首的德意志银行策略师上周五发布报告显示，投资者继续将资金投入被视为通胀赢家的股票和固定收益产品，如TIPS、能源、材料和金融类股。\n\n能源、材料和金融类股在周期性交易、价值交易和重新开放交易中也有很好的表现。大宗商品价格飙升，对基础设施的期望也在上升。更高的经济增长与更高的利率相结合，为金融体系注入了活力。\n进入这一领域的资金来自于减少科技交易的投资者。Calvasina称：\"我们认为通胀压力已经存在，科技行业是重返通货再膨胀的最大资金来源之一……所以我们认为现在还不是回到这个领域的最佳时机。”\n在上周发表的一份报告中，Calvasina和她的团队从不同的角度深入研究了投资者风格的转变，试图探索大型科技公司的回调是否已经充分。而几大原因表明，目前科技公司的回调尚未结束。\nCalvasina指出，相对于市场其他部分和科技股的历史估值，科技股当前的估值仍然偏高。正如我们上面提到的，资金流入情况并不令人鼓舞，今年科技ETF的资金流入持平。\n经济数据令市场失望\n4月份消费者信心指数低于预期，美国经济谘商会(Conference Board)上月的整体信心指数跌幅超过预期。美国经济谘商会指出，至少在一定程度上，短期收入前景受到通胀担忧的压力。周二上午公布的另一份报告显示，3月份房价创下15年来的最大涨幅，突显出经济中更多关键领域的供需不匹配推高了房价。\n不过，美国联邦公开市场委员会(fomc)部分成员暗示，市场人士可能不需要担心物价上涨会在短期内促成货币政策的近期变动。圣路易斯联邦储备银行总裁布拉德(James Bullard)周一对雅虎财经表示，他认为通胀上升\"大多是暂时的\"，而美联储在讨论缩减资产购买规模时\"还没有达到\"。\n堪萨斯城联邦储备银行主席埃斯特•乔治在另一篇评论中表示，她不希望美联储\"在判断通胀前景时过度依赖历史关系和动态\"。美联储官员最近发表了一系列讲话，淡化了采取短期货币政策措施的必要性，这些措施可能会抑制市场涨势。\n尽管在上周的股市抛售之后，过去两天的交易给投资者提供了至少短暂的喘息机会，但鉴于对通胀的担忧仍居高不下，一些策略师仍对股市持谨慎态度。\nTD Ameritrade高级市场策略师Shawn Cruz周一对雅虎财经表示，\"现在所有人都知道，他们应该担心通胀压力，以及这可能对货币政策或企业盈利能力造成的影响。\"“如果他们决定将不断上升的投入成本保留在资产负债表上，那很好，至少在消费者方面，我们不会看到通胀上升，但(第二季度)盈利出来时，我们可能会看到利润率上升。”\n其他人也指出，最新的技术引领的进步可能是短暂的。Calvasina表示：“我们仍认为通胀压力存在，人们将资金从科技股移至其他板块，如金融股、能源股和材料股。我们不认为这些通胀压力会在短期内减轻。”","news_type":1,"symbols_score_info":{".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":4171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342594651,"gmtCreate":1618229660573,"gmtModify":1704707785299,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579339677923534","idStr":"3579339677923534"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/342594651","repostId":"1163218788","repostType":4,"isVote":1,"tweetType":1,"viewCount":3942,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346734439,"gmtCreate":1618111422321,"gmtModify":1704706704135,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579339677923534","idStr":"3579339677923534"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346734439","repostId":"2126006034","repostType":4,"isVote":1,"tweetType":1,"viewCount":4043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348571920,"gmtCreate":1617946489360,"gmtModify":1704705166492,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579339677923534","idStr":"3579339677923534"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348571920","repostId":"1160193963","repostType":4,"repost":{"id":"1160193963","kind":"news","pubTimestamp":1617944845,"share":"https://ttm.financial/m/news/1160193963?lang=en_US&edition=fundamental","pubTime":"2021-04-09 13:07","market":"sh","language":"zh","title":"Xiaomi's ecosystem company, Roborock Technology, has entered the car manufacturing market, with an angel round valuation of $240 million.","url":"https://stock-news.laohu8.com/highlight/detail?id=1160193963","media":"36氪","summary":"小米、百度之后，科技公司造车潮还在延续。36氪从多位行业知情人士处获悉，小米生态链公司石头科技已经下场造车，石头科技创始人兼CEO昌敬亲自操盘，成立独立的汽车公司，石头科技同时也向石头汽车公司出资。与","content":"<p>Xiaomi<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>After that, the car manufacturing boom by technology companies continued.</p><p><a href=\"https://laohu8.com/S/KRKR\">36Kr</a>According to multiple industry sources, Xiaomi's ecosystem company...<a href=\"https://laohu8.com/S/688169\">Stone Technology</a>Having already entered the car manufacturing industry, Chang Jing, founder and CEO of Roborock Technology, personally oversaw the establishment of an independent automobile company. Roborock Technology also invested in Roborock Automobile. with<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Similarly, Roborock Motors chose the range-extended technology route for its first car, and its initial product positioning is a rugged off-road model similar to the Mercedes-Benz G-series.</p><p>Sources told 36Kr that Roborock's car manufacturing project was launched at the end of 2020, with an angel round valuation of $240 million. Roborock's existing shareholders, such as Gaorong Capital and Northern Light Venture Capital, have already invested in the project. Former WM Motor CTO Yan Feng has also joined Roborock Technology's car manufacturing project.</p><p>36Kr sought verification from Roborock Technology regarding the above information, but had not received a response as of press time.</p><p>\"The subscription was very popular, and Roborock's subsequent two rounds of financing have been basically finalized,\" revealed an industry insider familiar with Roborock's vehicle project.</p><p>Roborock Technology is a star company in Xiaomi's ecosystem, whose main business is vacuum cleaning.<a href=\"https://laohu8.com/S/300024\">Robot</a>etc.<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Cleaning hardware, its main products are Xiaomi's customized brand Mijia Smart Robot Vacuum Cleaner, Mijia Handheld Cordless Vacuum Cleaner, as well as its own brands Roborock Smart Robot Vacuum Cleaner and Xiaowa Smart Robot Vacuum Cleaner. In February 2020, Roborock Technology was listed on the Science and Technology Innovation Board, and its market capitalization has now reached 77 billion RMB.</p><p>Less than 10 days ago, at the end of March, Xiaomi Group announced the establishment of Xiaomi Auto Company, with Lei Jun serving as CEO of the car company, with an initial investment of 10 billion yuan. Sources told 36Kr that, based on current information, Xiaomi and Roborock's automotive projects are independent and unrelated, and the two parties have not cooperated at the capital level.</p><p>\"Xiaomi Auto's starting point is that Xiaomi or Lei Jun wants to bet on a major growth track. Roborock's automotive projects are more about the personal passions of Roborock CEO Chang Jing,\" an insider told 36Kr. Chang Jing is a typical car enthusiast, especially fond of off-road vehicles. \"He has more than a dozen Toyota Prados at home and has a deep understanding of cars.\" For his first car, Chang Jing decisively chose an off-road model to compete with the Mercedes-Benz G-series, hoping to use range-extending technology to achieve a single range of over 1,000 kilometers.</p><p>According to publicly available information, Chang Jing graduated from South China University of Technology with a degree in computer science and is a software engineer. In 2011, he served as...<a href=\"https://laohu8.com/S/00700\">Tencent</a>As a senior product manager, he subsequently founded Meitu Tools Beijing Magic Map Genie. In 2014, Chang Jing founded Roborock Technology, and the path he chose for the company was to quickly launch leading products using innovative technologies.</p><p>For example, Roborock Technology established its intelligent robotic vacuum cleaner production based on laser distance measurement modules (LDS) from the very beginning. In mid-September 2014, the founding team demonstrated a prototype of Synchronous Location and Map Construction (SLAM) to investors, which led to investment from Xiaomi, which commissioned the company to develop the Mijia smart robotic vacuum cleaner. Meanwhile, the LiDAR and visual SLAM positioning technologies used in robotic vacuum cleaners are being integrated with autonomous driving technology.</p><p>In a media interview, Chang Jing also mentioned, \"On the one hand, the lidar on the robotic vacuum cleaner is...\"<a href=\"https://laohu8.com/S/GOOG\">Google</a>Similar to the LiDAR logic of driverless cars, we are essentially applying driverless car technology to the field of robotic vacuum cleaners. On the other hand, we brought the relevant path planning and positioning technologies indoors and applied them to robotic vacuum cleaners.</p><p>Today, the car manufacturing boom is booming, in addition to<a href=\"https://laohu8.com/S/NIO\">Nio</a>Li Auto and<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>Leading companies such as Baidu and Xiaomi<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Both Huawei and Huawei are investing in the intelligent vehicle sector. Do new entrants like Roborock Technology still have a chance?</p><p>A capital investor who has been involved in the car manufacturing industry for many years commented to 36Kr that although there are many players, there are still many niche markets that have not been covered. For example, leading new car manufacturers generally focus on the mid-to-high-end market around 200,000 to 500,000 yuan, and there is still no stable intelligent electric vehicle brand in the mass market below 200,000 yuan. There are also opportunities for innovation in fields such as off-road vehicles and utility vehicles.</p><p>\"In fact, the real new wave of car manufacturing has only just begun,\" said the aforementioned capital source.</p>","source":"36kr_stock","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>Xiaomi's ecosystem company, Roborock Technology, has entered the car manufacturing market, with an angel round valuation of $240 million.</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\">\nXiaomi's ecosystem company, Roborock Technology, has entered the car manufacturing market, with an angel round valuation of $240 million.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">36氪</strong><span class=\"h-time small\">2021-04-09 13:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Xiaomi<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>After that, the car manufacturing boom by technology companies continued.</p><p><a href=\"https://laohu8.com/S/KRKR\">36Kr</a>According to multiple industry sources, Xiaomi's ecosystem company...<a href=\"https://laohu8.com/S/688169\">Stone Technology</a>Having already entered the car manufacturing industry, Chang Jing, founder and CEO of Roborock Technology, personally oversaw the establishment of an independent automobile company. Roborock Technology also invested in Roborock Automobile. with<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Similarly, Roborock Motors chose the range-extended technology route for its first car, and its initial product positioning is a rugged off-road model similar to the Mercedes-Benz G-series.</p><p>Sources told 36Kr that Roborock's car manufacturing project was launched at the end of 2020, with an angel round valuation of $240 million. Roborock's existing shareholders, such as Gaorong Capital and Northern Light Venture Capital, have already invested in the project. Former WM Motor CTO Yan Feng has also joined Roborock Technology's car manufacturing project.</p><p>36Kr sought verification from Roborock Technology regarding the above information, but had not received a response as of press time.</p><p>\"The subscription was very popular, and Roborock's subsequent two rounds of financing have been basically finalized,\" revealed an industry insider familiar with Roborock's vehicle project.</p><p>Roborock Technology is a star company in Xiaomi's ecosystem, whose main business is vacuum cleaning.<a href=\"https://laohu8.com/S/300024\">Robot</a>etc.<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Cleaning hardware, its main products are Xiaomi's customized brand Mijia Smart Robot Vacuum Cleaner, Mijia Handheld Cordless Vacuum Cleaner, as well as its own brands Roborock Smart Robot Vacuum Cleaner and Xiaowa Smart Robot Vacuum Cleaner. In February 2020, Roborock Technology was listed on the Science and Technology Innovation Board, and its market capitalization has now reached 77 billion RMB.</p><p>Less than 10 days ago, at the end of March, Xiaomi Group announced the establishment of Xiaomi Auto Company, with Lei Jun serving as CEO of the car company, with an initial investment of 10 billion yuan. Sources told 36Kr that, based on current information, Xiaomi and Roborock's automotive projects are independent and unrelated, and the two parties have not cooperated at the capital level.</p><p>\"Xiaomi Auto's starting point is that Xiaomi or Lei Jun wants to bet on a major growth track. Roborock's automotive projects are more about the personal passions of Roborock CEO Chang Jing,\" an insider told 36Kr. Chang Jing is a typical car enthusiast, especially fond of off-road vehicles. \"He has more than a dozen Toyota Prados at home and has a deep understanding of cars.\" For his first car, Chang Jing decisively chose an off-road model to compete with the Mercedes-Benz G-series, hoping to use range-extending technology to achieve a single range of over 1,000 kilometers.</p><p>According to publicly available information, Chang Jing graduated from South China University of Technology with a degree in computer science and is a software engineer. In 2011, he served as...<a href=\"https://laohu8.com/S/00700\">Tencent</a>As a senior product manager, he subsequently founded Meitu Tools Beijing Magic Map Genie. In 2014, Chang Jing founded Roborock Technology, and the path he chose for the company was to quickly launch leading products using innovative technologies.</p><p>For example, Roborock Technology established its intelligent robotic vacuum cleaner production based on laser distance measurement modules (LDS) from the very beginning. In mid-September 2014, the founding team demonstrated a prototype of Synchronous Location and Map Construction (SLAM) to investors, which led to investment from Xiaomi, which commissioned the company to develop the Mijia smart robotic vacuum cleaner. Meanwhile, the LiDAR and visual SLAM positioning technologies used in robotic vacuum cleaners are being integrated with autonomous driving technology.</p><p>In a media interview, Chang Jing also mentioned, \"On the one hand, the lidar on the robotic vacuum cleaner is...\"<a href=\"https://laohu8.com/S/GOOG\">Google</a>Similar to the LiDAR logic of driverless cars, we are essentially applying driverless car technology to the field of robotic vacuum cleaners. On the other hand, we brought the relevant path planning and positioning technologies indoors and applied them to robotic vacuum cleaners.</p><p>Today, the car manufacturing boom is booming, in addition to<a href=\"https://laohu8.com/S/NIO\">Nio</a>Li Auto and<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>Leading companies such as Baidu and Xiaomi<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Both Huawei and Huawei are investing in the intelligent vehicle sector. Do new entrants like Roborock Technology still have a chance?</p><p>A capital investor who has been involved in the car manufacturing industry for many years commented to 36Kr that although there are many players, there are still many niche markets that have not been covered. For example, leading new car manufacturers generally focus on the mid-to-high-end market around 200,000 to 500,000 yuan, and there is still no stable intelligent electric vehicle brand in the mass market below 200,000 yuan. There are also opportunities for innovation in fields such as off-road vehicles and utility vehicles.</p><p>\"In fact, the real new wave of car manufacturing has only just begun,\" said the aforementioned capital source.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://36kr.com/p/1174231882547458\">36氪</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b9020cc3ba86a02ac5649f251c5ad5f5","relate_stocks":{"688169":"石头科技"},"source_url":"https://36kr.com/p/1174231882547458","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160193963","content_text":"小米、百度之后，科技公司造车潮还在延续。36氪从多位行业知情人士处获悉，小米生态链公司石头科技已经下场造车，石头科技创始人兼CEO昌敬亲自操盘，成立独立的汽车公司，石头科技同时也向石头汽车公司出资。与理想汽车一样，石头汽车首款车选择了增程技术路线，初步的产品定位是类似奔驰G系列的硬派越野车型。消息人士向36氪透露，石头科技的造车项目在2020年底已经启动，天使轮估值达到2.4亿美元，石头科技的老股东高榕资本、北极光创投等机构已投资该项目。前威马汽车CTO闫枫也已经加入石头科技的造车项目。就上述信息，36氪向石头科技求证，截至发稿，未获回应。“认购很火爆，（石头汽车）后续两轮的融资也都基本敲定了。”接触到石头科技汽车项目的行业人士透露。石头科技是小米生态链上的明星公司，主营业务为扫地机器人等智能清洁硬件，其主要产品为小米定制品牌米家智能扫地机器人、米家手持无线吸尘器，以及自有品牌石头智能扫地机器人和小瓦智能扫地机器人。2020年2月，石头科技登陆科创板，目前市值已经达到770亿人民币。不到10天前的3月底，小米集团宣布造车，成立小米汽车公司，雷军担任汽车公司CEO，初步投入100亿元。消息人士告诉36氪，就当下的信息看，小米与石头科技的汽车项目是相互独立的，没有关联，双方也没有在资本层面合作。“小米汽车的出发点，是小米或者雷军要赌下一个大的增长赛道，石头科技的汽车项目更多是石头科技CEO昌敬的个人情节。”有知情人士告诉36氪，昌敬典型的汽车发烧友，尤其钟爱越野车，“他家里有10几台丰田普拉多，对汽车研究很深。”第一款车，昌敬也果断选择了对标奔驰G系列的越野车型，希望借助增程技术，单次续航突破1000公里。从公开信息看，昌敬毕业于华南理工大学计算机专业，软件工程师出身，2011年，任腾讯高级产品经理，此后，创立美图工具北京魔图精灵。2014年，昌敬创立石头科技，他为这家公司选择的路径是应用创新技术快速推出领先产品。例如，石头科技一开始就确立了以基于激光测距模组（LDS）的为技术基础的智能扫地机器人产。在2014年9月中旬，创始团队向投资人演示了同步定位与地图构建（SLAM）的原型，并因此获取小米投资，并委托公司开发米家智能扫地机器人。而扫地机器人应用的激光雷达、视觉SLAM定位技术正与无人驾驶技术相通。接受媒体采访时，昌敬也谈到，“一方面，扫地机器人上的激光雷达，是和谷歌无人车的激光雷达逻辑一样，我们相当于把无人车技术运用到了扫地机器人领域；另一方面，我们把相关路径规划和定位技术搬到了室内，运用在扫地机器人上。”如今，造车热潮高涨，除了蔚来、理想汽车和小鹏汽车等头部公司，百度、小米、苹果、华为都在智能汽车赛道上下场投入，石头科技这样的新入场者是否还有机会？有参与造车行业多年的资本人士向36氪评论称，虽然玩家众多，但仍然有很多细分市场没有被覆盖到，比如新造车头部公司普遍聚焦在20-50万元的中高端左右市场，20万以下的大众市场，仍然没有一款稳定的智能电动车品牌，以及在越野、工具车等领域，同样还有创新机会。“实际上，真正的新造车浪潮才刚开始。”上述资本人士说。","news_type":1,"symbols_score_info":{"688169":0.9}},"isVote":1,"tweetType":1,"viewCount":4694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341859836,"gmtCreate":1617804172325,"gmtModify":1704703369922,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579339677923534","idStr":"3579339677923534"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/341859836","repostId":"1101500877","repostType":4,"repost":{"id":"1101500877","kind":"news","pubTimestamp":1617773331,"share":"https://ttm.financial/m/news/1101500877?lang=en_US&edition=fundamental","pubTime":"2021-04-07 13:28","market":"us","language":"zh","title":"Buy Chinese concept stocks at the bottom! Munger has his eye on Alibaba, and the \"female version of Buffett\" increases his holdings in Baidu.","url":"https://stock-news.laohu8.com/highlight/detail?id=1101500877","media":"上海证券报","summary":"巴菲特老搭档查理·芒格建仓买入阿里巴巴、“女版巴菲特” 凯瑟琳·伍德加仓百度、京东……趁着中概股异常下跌，华尔街大佬们正忙着抄底中概股。\n“女版巴菲特”持续加仓百度\n被称为“女版巴菲特”的凯瑟琳·伍德","content":"<p><div>Warren Buffett's longtime partner Charlie Munger built a position in Alibaba, and Katherine Wood, the \"female version of Buffett,\" increased her holdings in Baidu and JD.com... Taking advantage of the abnormal decline in Chinese concept stocks, Wall Street bigwigs are busy buying Chinese concept stocks at the bottom. Katherine Wood, known as the \"female version of Buffett,\" continues to increase her holdings in Baidu. She has always maintained a high level of attention to Chinese concept stocks. Recently, while the stock prices of some Chinese concept stocks have fallen sharply, Katherine Wood has been quietly increasing her holdings. Unlike Buffett, Katherine Wood focuses on cutting-edge technology. Currently, Katherine Wood manages five actively managed funds in the ARK product: ...</p><p><a href=\"https://mp.weixin.qq.com/s/r3RK3nJ8gyNVxr_mQLwQBQ\">Web page link</a></div></p>","source":"shzqb","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>Buy Chinese concept stocks at the bottom! Munger has his eye on Alibaba, and the \"female version of Buffett\" increases his holdings in Baidu.</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\">\nBuy Chinese concept stocks at the bottom! Munger has his eye on Alibaba, and the \"female version of Buffett\" increases his holdings in Baidu.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">上海证券报</strong><span class=\"h-time small\">2021-04-07 13:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>Warren Buffett's longtime partner Charlie Munger built a position in Alibaba, and Katherine Wood, the \"female version of Buffett,\" increased her holdings in Baidu and JD.com... Taking advantage of the abnormal decline in Chinese concept stocks, Wall Street bigwigs are busy buying Chinese concept stocks at the bottom. Katherine Wood, known as the \"female version of Buffett,\" continues to increase her holdings in Baidu. She has always maintained a high level of attention to Chinese concept stocks. Recently, while the stock prices of some Chinese concept stocks have fallen sharply, Katherine Wood has been quietly increasing her holdings. Unlike Buffett, Katherine Wood focuses on cutting-edge technology. Currently, Katherine Wood manages five actively managed funds in the ARK product: ...</p><p><a href=\"https://mp.weixin.qq.com/s/r3RK3nJ8gyNVxr_mQLwQBQ\">Web page link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/r3RK3nJ8gyNVxr_mQLwQBQ\">上海证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"BIDU":"百度","09988":"阿里巴巴-W","09888":"百度集团-W","BABA":"阿里巴巴"},"source_url":"https://mp.weixin.qq.com/s/r3RK3nJ8gyNVxr_mQLwQBQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101500877","content_text":"巴菲特老搭档查理·芒格建仓买入阿里巴巴、“女版巴菲特” 凯瑟琳·伍德加仓百度、京东……趁着中概股异常下跌，华尔街大佬们正忙着抄底中概股。\n“女版巴菲特”持续加仓百度\n被称为“女版巴菲特”的凯瑟琳·伍德一直保持着对中概股的高度关注。近期，在部分中概股股价大幅下降之际，凯瑟琳·伍德却在悄悄加仓。\n与巴菲特不同，凯瑟琳·伍德专注于前沿科技领域。目前，凯瑟琳·伍德一手掌管的ARK产品中有五个主动基金：ARKK（创新ETF）、ARKQ（自主技术和机器人ETF）、ARKW（下一代互联网ETF）、ARKG（基因革命ETF）、ARKF（金融科技创新ETF）。\n百度似乎是凯瑟琳·伍德眼中另一个特斯拉。去年12月，ARKK首次建仓百度，之后连续分批加仓。到了4月6日，ARKK的百度持仓量飙升到了351.5万股。与此同时，ARK的另外一支基金ARKW也开始购入百度股票。此后，旗下三大基金ARKK、ARKQ及ARKW均拥有百度仓位。\n截至当地时间4月6日，ARK旗下3只基金共持有约484.5万股百度，总市值近10.77亿美元。\n凯瑟琳·伍德看中的是百度在自动驾驶方面的潜力和入局造车后的巨大想象空间。今年1月，百度宣布正式组建一家智能汽车公司，以整车制造商的身份进军汽车行业，新组建的百度汽车公司将面向乘用车市场，着眼于智能汽车的设计研发、生产制造、销售服务全产业链。\n在百度入局造车后，公司股价一路攀升，最高涨至339.91美元的高位。但在刚刚过去的3月，受美国监管层宣布通过《外国公司问责法案》最终修正案以及Archegos基金爆仓事件等利空消息影响，百度股价大幅缩水，最低跌至204.7美元，月度累计跌幅逾23%，市值缩水数百亿美元。\n在百度股价下挫之际，ARK旗下3只基金仍在持续买入。此前，ARK产品中有4只基金均持有腾讯ADR、京东ADR、3只基金持有贝壳。在电动车概念方面，ARK还持有比亚迪ADR、小牛电动。电商方面，持有电商巨头京东、阿里巴巴等。\n芒格抄底阿里巴巴\n中概股遭遇“水逆”之际，巴菲特的老搭档芒格也在悄悄抄底。\n根据Daily Journal于4月5日提交给美国证监会的13F文件，该公司在2021年第一季度新建仓中概股阿里巴巴，在3月底的持股数为165320股，以当时的股价计算持仓市值约3750万美元。截至2021年第一季度，Daily Journal持有5只股票，总价值1.97亿美元。除阿里巴巴外，该公司还持有富国银行、美国银行、浦项制铁和美国合众银行的股份，这些持仓自2020年底以来一直没有变化。\n去年年底以来，阿里巴巴股价持续大跌。外界认为，查理·芒格建仓的时机大概率是在阿里巴巴大跌之后，抄底意图较为明显。\n安山资本有限公司（Amber Hill Capital Ltd.）资产管理总监杰克逊·黄（Jackson Wong）认为，目前阿里巴巴和腾讯仍是中国的重量级科技股，暂时还看不到有哪个公司可以撼动它们的地位。\n此前，芒格在Daily Journal的年度股东大会上表示看好中国。芒格认为，中国脱贫速度让他震惊。此外，中国的工厂自动化普及率高，中国已经迈入现代化国家行列。\n业内：中概股正在去泡沫\n今年，部分机构仓位调整引发的剧烈动荡使得中概股成为关注焦点。\n财经评论员郭施亮认为，经过了这一轮的快速下跌走势，部分中概股的估值泡沫发生了快速挤压的迹象，这或许只是市场去泡沫的一个演绎过程。\n2020年以来，中概股所面临的外部环境不确定有所增加，中概股回港股上市热度不减。中金公司认为，从长远发展角度考虑，外部压力不断增加会促使更多中概股选择回归以备不时之需，特别是考虑到较低的回归成本。\n“对于符合条件的中概股公司而言，二次上市对企业没有太多新增成本，同股同权、香港联系汇率制度也使得二次上市对美国上市主体的扰动最大限度降到最低，因此选择回归都不啻为一个‘百利而无一害’的后备方案。”中金称。","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9,"09888":0.9,"BIDU":0.9}},"isVote":1,"tweetType":1,"viewCount":4416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349843564,"gmtCreate":1617592901158,"gmtModify":1704700649081,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579339677923534","idStr":"3579339677923534"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/349843564","repostId":"349072987","repostType":1,"repost":{"id":349072987,"gmtCreate":1617511405149,"gmtModify":1704700142217,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572212908677301","idStr":"3572212908677301"},"themes":[],"title":"這周重要點位","htmlText":"這是之前分享<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$NASDAQ(.IXIC)$</a> 的走勢[驚訝] ：上週股市繼續上升，已經快到了13600的壓力位，讓我們繼續觀察接下來的走勢。[吃瓜] 接下來想說這周有可能發生的走勢和個人看法[思考] ： 高開突破13600，在上面震盪[白眼] 震盪慢慢往13600上升[賤笑] 不觸碰13600直接往12800-12900下跌[驚嚇] 高開突破13600，在上面震盪 這走勢讓人最興奮，但不是健康的走法。[汗顏] 之前直接高開突破13270的壓力位後連續幾天下跌，所以如果是高開突破壓力位的走勢需謹慎。[警告] 去追高會有大風險。[暈] 震盪慢慢往13600上升 我個人認爲這是最健康的走勢。繼續靠近壓力位震盪，一旦突破這壓力位會形成強大的支撐點。[正經] 之後繼續向上的走勢。[想吃] 不觸碰13600直接往12800-12900下跌 這走勢讓人最不安。[可憐]有人歡喜有人愁。[丟臉] 尤其是小資金或是滿倉被套牢的朋友，好不容易向上走了又下跌，心裏會很難受。[黑眼圈] 不過空倉或是喜歡做波段的朋友這走勢或許能找到機遇。[真香] 今天就說到這，資金被套住的讓我們繼續保持樂觀的心情！[安慰] 不知大家有何感想或是有什麼不同意見？[疑問] 希望大家能整理好心情，做好準備面對這周的股市！[勝利] 聲明:以上文章的言論純屬個人觀點，如果有不同意見可在以下留言討論。[暗中觀察] <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>","listText":"這是之前分享<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$NASDAQ(.IXIC)$</a> 的走勢[驚訝] ：上週股市繼續上升，已經快到了13600的壓力位，讓我們繼續觀察接下來的走勢。[吃瓜] 接下來想說這周有可能發生的走勢和個人看法[思考] ： 高開突破13600，在上面震盪[白眼] 震盪慢慢往13600上升[賤笑] 不觸碰13600直接往12800-12900下跌[驚嚇] 高開突破13600，在上面震盪 這走勢讓人最興奮，但不是健康的走法。[汗顏] 之前直接高開突破13270的壓力位後連續幾天下跌，所以如果是高開突破壓力位的走勢需謹慎。[警告] 去追高會有大風險。[暈] 震盪慢慢往13600上升 我個人認爲這是最健康的走勢。繼續靠近壓力位震盪，一旦突破這壓力位會形成強大的支撐點。[正經] 之後繼續向上的走勢。[想吃] 不觸碰13600直接往12800-12900下跌 這走勢讓人最不安。[可憐]有人歡喜有人愁。[丟臉] 尤其是小資金或是滿倉被套牢的朋友，好不容易向上走了又下跌，心裏會很難受。[黑眼圈] 不過空倉或是喜歡做波段的朋友這走勢或許能找到機遇。[真香] 今天就說到這，資金被套住的讓我們繼續保持樂觀的心情！[安慰] 不知大家有何感想或是有什麼不同意見？[疑問] 希望大家能整理好心情，做好準備面對這周的股市！[勝利] 聲明:以上文章的言論純屬個人觀點，如果有不同意見可在以下留言討論。[暗中觀察] <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>","text":"這是之前分享$NASDAQ(.IXIC)$ 的走勢[驚訝] ：上週股市繼續上升，已經快到了13600的壓力位，讓我們繼續觀察接下來的走勢。[吃瓜] 接下來想說這周有可能發生的走勢和個人看法[思考] ： 高開突破13600，在上面震盪[白眼] 震盪慢慢往13600上升[賤笑] 不觸碰13600直接往12800-12900下跌[驚嚇] 高開突破13600，在上面震盪 這走勢讓人最興奮，但不是健康的走法。[汗顏] 之前直接高開突破13270的壓力位後連續幾天下跌，所以如果是高開突破壓力位的走勢需謹慎。[警告] 去追高會有大風險。[暈] 震盪慢慢往13600上升 我個人認爲這是最健康的走勢。繼續靠近壓力位震盪，一旦突破這壓力位會形成強大的支撐點。[正經] 之後繼續向上的走勢。[想吃] 不觸碰13600直接往12800-12900下跌 這走勢讓人最不安。[可憐]有人歡喜有人愁。[丟臉] 尤其是小資金或是滿倉被套牢的朋友，好不容易向上走了又下跌，心裏會很難受。[黑眼圈] 不過空倉或是喜歡做波段的朋友這走勢或許能找到機遇。[真香] 今天就說到這，資金被套住的讓我們繼續保持樂觀的心情！[安慰] 不知大家有何感想或是有什麼不同意見？[疑問] 希望大家能整理好心情，做好準備面對這周的股市！[勝利] 聲明:以上文章的言論純屬個人觀點，如果有不同意見可在以下留言討論。[暗中觀察] $Tesla Motors(TSLA)$ $NIO Inc.(NIO)$","images":[{"img":"https://static.tigerbbs.com/31e84db1787d6b70c780d17b9b5c6d5e"},{"img":"https://static.tigerbbs.com/7d7f7f14a49595516c2461124cd884ff"},{"img":"https://static.tigerbbs.com/f495efd8ae58e5db098fa791b7efdfa5"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/349072987","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340217224,"gmtCreate":1617416855168,"gmtModify":1704699528772,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579339677923534","idStr":"3579339677923534"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340217224","repostId":"340696315","repostType":1,"repost":{"id":340696315,"gmtCreate":1617392199037,"gmtModify":1704699363307,"author":{"id":"3568205323495181","authorId":"3568205323495181","name":"可乐财经老林","avatar":"https://static.tigerbbs.com/4d7ec3add0e08961ab9da67b8467ec3d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568205323495181","idStr":"3568205323495181"},"themes":[],"title":"蔚來汽車股票深度分析 利率提高 新能源汽車再次暴跌 能不能抄底 特斯拉vs蔚來vs小鵬 NIO XPEV TSLA 美股分析","htmlText":"\n \n \n  新能源汽車暴跌 能不能抄底 特斯拉 蔚來 小鵬汽車股票深度分析 特斯拉vs蔚來vs小鵬<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鵬汽車(XPEV)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;美股分析蔚來芯片短缺，停產一週，你認爲是否是一個銷售差的藉口？你會抄底嗎？歡迎大家來B站/油管Youtube關注以及訂閱我的影片 (可樂財經 老林投資 CL Investments)求推廣：<a target=\"_blank\" href=\"https://laohu8.com/U/20727972514030\"></a><a target=\"_blank\" href=\"https://laohu8.com/U/58341441844653\">@孟浩</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/20727972514030\">@Tony特別帥</a><a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@愛發紅包的虎妞</a><a target=\"_blank\" href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a>\n \n","listText":"新能源汽車暴跌 能不能抄底 特斯拉 蔚來 小鵬汽車股票深度分析 特斯拉vs蔚來vs小鵬<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鵬汽車(XPEV)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;美股分析蔚來芯片短缺，停產一週，你認爲是否是一個銷售差的藉口？你會抄底嗎？歡迎大家來B站/油管Youtube關注以及訂閱我的影片 (可樂財經 老林投資 CL Investments)求推廣：<a target=\"_blank\" href=\"https://laohu8.com/U/20727972514030\"></a><a target=\"_blank\" href=\"https://laohu8.com/U/58341441844653\">@孟浩</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/20727972514030\">@Tony特別帥</a><a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@愛發紅包的虎妞</a><a target=\"_blank\" href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a>","text":"新能源汽車暴跌 能不能抄底 特斯拉 蔚來 小鵬汽車股票深度分析 特斯拉vs蔚來vs小鵬$小鵬汽車(XPEV)$ $蔚來(NIO)$ $特斯拉(TSLA)$ 美股分析蔚來芯片短缺，停產一週，你認爲是否是一個銷售差的藉口？你會抄底嗎？歡迎大家來B站/油管Youtube關注以及訂閱我的影片 (可樂財經 老林投資 CL Investments)求推廣：@孟浩 @Tony特別帥@愛發紅包的虎妞@小虎AV","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340696315","isVote":1,"tweetType":2,"object":{"id":"10b3c3b97a97473cb2aa68b60c5cff88","tweetId":"340696315","videoUrl":"https://1254107296.vod2.myqcloud.com/7a7d16d1vodger1254107296/0516bc175285890815792803990/AvQXAA8gCTUA.mp4","poster":"https://static.tigerbbs.com/736eaf8822d00e6eb48f6c8b2b21e31b"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340872936,"gmtCreate":1617380189725,"gmtModify":1704699338175,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579339677923534","idStr":"3579339677923534"},"themes":[],"htmlText":"Crm","listText":"Crm","text":"Crm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340872936","repostId":"340851184","repostType":1,"isVote":1,"tweetType":1,"viewCount":3639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353222590,"gmtCreate":1616503301810,"gmtModify":1704794937223,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579339677923534","idStr":"3579339677923534"},"themes":[],"htmlText":"????","listText":"????","text":"????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353222590","repostId":"1163218484","repostType":2,"isVote":1,"tweetType":1,"viewCount":4276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":136741913,"gmtCreate":1622041549932,"gmtModify":1704178419116,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579339677923534","idStr":"3579339677923534"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/136741913","repostId":"2138519408","repostType":4,"repost":{"id":"2138519408","kind":"highlight","pubTimestamp":1622011111,"share":"https://ttm.financial/m/news/2138519408?lang=en_US&edition=fundamental","pubTime":"2021-05-26 14:38","market":"us","language":"zh","title":"Three factors indicate that the \"reverse period\" of technology stocks is not over yet","url":"https://stock-news.laohu8.com/highlight/detail?id=2138519408","media":"Wind资讯","summary":"随着市场对通胀的担忧有所消化，纳斯达克指数自5月19日以来反弹。但分析师表示，未来价格的波动因素、科技股当前估值及资金流向均表明，当前美股科技公司的回调尚未结束。\n4月29日，纳斯达克综合指数触及14","content":"<p>The Nasdaq index has rebounded since May 19 as market concerns about inflation have subsided. However, analysts say that future price volatility, current valuations of technology stocks, and capital flows all indicate that the current correction in US technology companies is not over.</p><p>On April 29, the Nasdaq Composite Index hit a record high of 14,211 points. Since then, the index has corrected by nearly 3%. While the index’s more than 1.5% gain on Monday may reassure some investors, the macroeconomic drivers of technology stocks, which have led the market over the past decade, still face challenges.</p><p>RBC strategist Lori Calvasina said, \"We believe there are no problems with the fundamentals of the technology sector, but we believe this is an overheld and overvalued part of the market, which is currently a wrong macroeconomic context for this part of the market.\"</p><p>The current market backdrop is that growth and inflation are accelerating as the economy reopens after the shock of a pandemic. Therefore, industries and investment styles that benefit more from accelerated GDP growth are more favored than sectors and investment styles that can achieve growth in other environments.</p><p>Led by Parag Thatte<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>A report released by strategists last Friday showed that investors continue to invest in stocks and fixed-income products seen as inflation winners, such as TIPS, energy, materials, and financial stocks.</p><p><img src=\"https://static.tigerbbs.com/f3a6d3d53b8204d51b0cd1ebdb3c8fb7\" tg-width=\"796\" tg-height=\"691\" referrerpolicy=\"no-referrer\"></p><p>Energy, materials, and financial stocks also performed well in cyclical trading, value trading, and reopening trading. Commodity prices are soaring, and expectations for infrastructure are also rising. The combination of higher economic growth and higher interest rates has injected vitality into the financial system.</p><p>The money entering this field comes from investors who are reducing their technology transactions. Calvasina stated, \"We believe inflationary pressures already exist, and the technology sector is one of the largest sources of funding for a return to inflation... so we don't think now is the best time to return to this sector.\"</p><p>In a report published last week, Calvasina and her team delved into the shift in investor style from different perspectives, attempting to explore whether the pullback in large tech companies has been sufficient. Several reasons indicate that the correction in technology companies is not yet over.</p><p>Calvasina points out that technology stocks are still overvalued relative to historical valuations in other parts of the market and technology stocks. As we mentioned above, capital inflows are not encouraging, with technology ETFs experiencing flat inflows this year.</p><p><b>Economic data disappointed the market</b></p><p>Consumer confidence fell short of expectations in April, while the Conference Board's overall confidence index fell more than expected last month. The Conference Board of Economic Advisors noted that, at least to some extent, the short-term income outlook is under pressure from inflation concerns. Another report released Tuesday morning showed that house prices rose by the most in 15 years in March, highlighting that a mismatch between supply and demand in more key areas of the economy is pushing up house prices.</p><p>However, some members of the U.S. Federal Open Market Committee (fomc) have suggested that market participants may not need to worry that rising prices will lead to near-term changes in monetary policy in the short term. St. Louis Federal Reserve Bank President James Bullard on Monday<a href=\"https://laohu8.com/S/YHOO\">Yahoo</a>Caijing stated that he believes the rise in inflation is \"mostly temporary,\" and that the Federal Reserve \"has not yet reached that level\" when discussing tapering its asset purchases.</p><p>In another commentary, Esther George, president of the Federal Reserve Bank of Kansas City, said she did not want the Federal Reserve to \"rely too much on historical relationships and dynamics when judging the inflation outlook.\" Federal Reserve officials have recently delivered a series of speeches downplaying the need for short-term monetary policy measures that could dampen market gains.</p><p>Although the past two days of trading have provided investors with at least a brief respite following last week's stock market sell-off, some strategists remain cautious about the stock market given that concerns about inflation remain high.</p><p>\"Everyone now knows they should be worried about inflationary pressures and the potential impact that could have on monetary policy or corporate profitability,\" Shawn Cruz, senior market strategist at TD Ameritrade, told Yahoo Finance on Monday. \"If they decide to keep rising input costs on their balance sheets, that's fine, at least on the consumer side. We won't see inflation rise, but when earnings come out (in the second quarter), we might see profit margins rise.\"</p><p>Others have also pointed out that the advances led by the latest technologies may be short-lived. Calvasina stated, \"We still believe inflationary pressures exist, with people shifting funds from technology stocks to other sectors such as financials, energy, and materials. We do not believe these inflationary pressures will ease in the short term.\"</p>","source":"wind","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>Three factors indicate that the \"reverse period\" of technology stocks is not over yet</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\">\nThree factors indicate that the \"reverse period\" of technology stocks is not over yet\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Wind资讯</strong><span class=\"h-time small\">2021-05-26 14:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Nasdaq index has rebounded since May 19 as market concerns about inflation have subsided. However, analysts say that future price volatility, current valuations of technology stocks, and capital flows all indicate that the current correction in US technology companies is not over.</p><p>On April 29, the Nasdaq Composite Index hit a record high of 14,211 points. Since then, the index has corrected by nearly 3%. While the index’s more than 1.5% gain on Monday may reassure some investors, the macroeconomic drivers of technology stocks, which have led the market over the past decade, still face challenges.</p><p>RBC strategist Lori Calvasina said, \"We believe there are no problems with the fundamentals of the technology sector, but we believe this is an overheld and overvalued part of the market, which is currently a wrong macroeconomic context for this part of the market.\"</p><p>The current market backdrop is that growth and inflation are accelerating as the economy reopens after the shock of a pandemic. Therefore, industries and investment styles that benefit more from accelerated GDP growth are more favored than sectors and investment styles that can achieve growth in other environments.</p><p>Led by Parag Thatte<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>A report released by strategists last Friday showed that investors continue to invest in stocks and fixed-income products seen as inflation winners, such as TIPS, energy, materials, and financial stocks.</p><p><img src=\"https://static.tigerbbs.com/f3a6d3d53b8204d51b0cd1ebdb3c8fb7\" tg-width=\"796\" tg-height=\"691\" referrerpolicy=\"no-referrer\"></p><p>Energy, materials, and financial stocks also performed well in cyclical trading, value trading, and reopening trading. Commodity prices are soaring, and expectations for infrastructure are also rising. The combination of higher economic growth and higher interest rates has injected vitality into the financial system.</p><p>The money entering this field comes from investors who are reducing their technology transactions. Calvasina stated, \"We believe inflationary pressures already exist, and the technology sector is one of the largest sources of funding for a return to inflation... so we don't think now is the best time to return to this sector.\"</p><p>In a report published last week, Calvasina and her team delved into the shift in investor style from different perspectives, attempting to explore whether the pullback in large tech companies has been sufficient. Several reasons indicate that the correction in technology companies is not yet over.</p><p>Calvasina points out that technology stocks are still overvalued relative to historical valuations in other parts of the market and technology stocks. As we mentioned above, capital inflows are not encouraging, with technology ETFs experiencing flat inflows this year.</p><p><b>Economic data disappointed the market</b></p><p>Consumer confidence fell short of expectations in April, while the Conference Board's overall confidence index fell more than expected last month. The Conference Board of Economic Advisors noted that, at least to some extent, the short-term income outlook is under pressure from inflation concerns. Another report released Tuesday morning showed that house prices rose by the most in 15 years in March, highlighting that a mismatch between supply and demand in more key areas of the economy is pushing up house prices.</p><p>However, some members of the U.S. Federal Open Market Committee (fomc) have suggested that market participants may not need to worry that rising prices will lead to near-term changes in monetary policy in the short term. St. Louis Federal Reserve Bank President James Bullard on Monday<a href=\"https://laohu8.com/S/YHOO\">Yahoo</a>Caijing stated that he believes the rise in inflation is \"mostly temporary,\" and that the Federal Reserve \"has not yet reached that level\" when discussing tapering its asset purchases.</p><p>In another commentary, Esther George, president of the Federal Reserve Bank of Kansas City, said she did not want the Federal Reserve to \"rely too much on historical relationships and dynamics when judging the inflation outlook.\" Federal Reserve officials have recently delivered a series of speeches downplaying the need for short-term monetary policy measures that could dampen market gains.</p><p>Although the past two days of trading have provided investors with at least a brief respite following last week's stock market sell-off, some strategists remain cautious about the stock market given that concerns about inflation remain high.</p><p>\"Everyone now knows they should be worried about inflationary pressures and the potential impact that could have on monetary policy or corporate profitability,\" Shawn Cruz, senior market strategist at TD Ameritrade, told Yahoo Finance on Monday. \"If they decide to keep rising input costs on their balance sheets, that's fine, at least on the consumer side. We won't see inflation rise, but when earnings come out (in the second quarter), we might see profit margins rise.\"</p><p>Others have also pointed out that the advances led by the latest technologies may be short-lived. Calvasina stated, \"We still believe inflationary pressures exist, with people shifting funds from technology stocks to other sectors such as financials, energy, and materials. We do not believe these inflationary pressures will ease in the short term.\"</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/481817.html\">Wind资讯</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9d770a193c6a88684d0203fd2ec91e4a","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"http://www.zhitongcaijing.com/content/detail/481817.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138519408","content_text":"随着市场对通胀的担忧有所消化，纳斯达克指数自5月19日以来反弹。但分析师表示，未来价格的波动因素、科技股当前估值及资金流向均表明，当前美股科技公司的回调尚未结束。\n4月29日，纳斯达克综合指数触及14211点的纪录高点。自那以来，该指数回调已接近3%。尽管该指数周一超过1.5%的涨幅可能会让一些投资者放心，但过去10年引领市场的科技股的宏观驱动力仍面临挑战。\nRBC策略师Lori Calvasina表示：“我们认为科技领域的基本面没有任何问题，但我们认为，这是市场上被过度持有、估值过高的一部分，目前对这部分市场来说，这是一个错误的宏观背景。”\n当前市场的背景是，随着经济在一场疫情引发的冲击后重新开放，增长和通胀正在加速。因此，与能够在其他环境中获得增长的领域和投资风格相比，从GDP加速增长中获益更多的行业和投资风格更受青睐。\n以Parag Thatte为首的德意志银行策略师上周五发布报告显示，投资者继续将资金投入被视为通胀赢家的股票和固定收益产品，如TIPS、能源、材料和金融类股。\n\n能源、材料和金融类股在周期性交易、价值交易和重新开放交易中也有很好的表现。大宗商品价格飙升，对基础设施的期望也在上升。更高的经济增长与更高的利率相结合，为金融体系注入了活力。\n进入这一领域的资金来自于减少科技交易的投资者。Calvasina称：\"我们认为通胀压力已经存在，科技行业是重返通货再膨胀的最大资金来源之一……所以我们认为现在还不是回到这个领域的最佳时机。”\n在上周发表的一份报告中，Calvasina和她的团队从不同的角度深入研究了投资者风格的转变，试图探索大型科技公司的回调是否已经充分。而几大原因表明，目前科技公司的回调尚未结束。\nCalvasina指出，相对于市场其他部分和科技股的历史估值，科技股当前的估值仍然偏高。正如我们上面提到的，资金流入情况并不令人鼓舞，今年科技ETF的资金流入持平。\n经济数据令市场失望\n4月份消费者信心指数低于预期，美国经济谘商会(Conference Board)上月的整体信心指数跌幅超过预期。美国经济谘商会指出，至少在一定程度上，短期收入前景受到通胀担忧的压力。周二上午公布的另一份报告显示，3月份房价创下15年来的最大涨幅，突显出经济中更多关键领域的供需不匹配推高了房价。\n不过，美国联邦公开市场委员会(fomc)部分成员暗示，市场人士可能不需要担心物价上涨会在短期内促成货币政策的近期变动。圣路易斯联邦储备银行总裁布拉德(James Bullard)周一对雅虎财经表示，他认为通胀上升\"大多是暂时的\"，而美联储在讨论缩减资产购买规模时\"还没有达到\"。\n堪萨斯城联邦储备银行主席埃斯特•乔治在另一篇评论中表示，她不希望美联储\"在判断通胀前景时过度依赖历史关系和动态\"。美联储官员最近发表了一系列讲话，淡化了采取短期货币政策措施的必要性，这些措施可能会抑制市场涨势。\n尽管在上周的股市抛售之后，过去两天的交易给投资者提供了至少短暂的喘息机会，但鉴于对通胀的担忧仍居高不下，一些策略师仍对股市持谨慎态度。\nTD Ameritrade高级市场策略师Shawn Cruz周一对雅虎财经表示，\"现在所有人都知道，他们应该担心通胀压力，以及这可能对货币政策或企业盈利能力造成的影响。\"“如果他们决定将不断上升的投入成本保留在资产负债表上，那很好，至少在消费者方面，我们不会看到通胀上升，但(第二季度)盈利出来时，我们可能会看到利润率上升。”\n其他人也指出，最新的技术引领的进步可能是短暂的。Calvasina表示：“我们仍认为通胀压力存在，人们将资金从科技股移至其他板块，如金融股、能源股和材料股。我们不认为这些通胀压力会在短期内减轻。”","news_type":1,"symbols_score_info":{".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":4171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346734439,"gmtCreate":1618111422321,"gmtModify":1704706704135,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579339677923534","idStr":"3579339677923534"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346734439","repostId":"2126006034","repostType":4,"repost":{"id":"2126006034","kind":"highlight","weMediaInfo":{"introduction":"美股研究社，一个专注研究美股的平台，专业的美股投资人都在这。想了解美国股市行情、美股开户、美股资讯、美股公司；想获得一手美股重磅信息；想加入美股交流社群，敬请关注我们吧。","home_visible":0,"media_name":"美股研究社","id":"1074069735","head_image":"https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6"},"pubTimestamp":1618049504,"share":"https://ttm.financial/m/news/2126006034?lang=en_US&edition=fundamental","pubTime":"2021-04-10 18:11","market":"us","language":"zh","title":"Which of the three stocks favored by \"Sister Wood\" is the most worthy of investors' support?","url":"https://stock-news.laohu8.com/highlight/detail?id=2126006034","media":"美股研究社","summary":"下面是三支遭受重创的Cathie Wood股票，它们是目前特别值得买入的股票。","content":"<p>Even the best investors go through tough times. Cathie Wood, founder and CEO of Ark Investments, is one such example. The shares of the five major exchange-traded funds (ETFs) managed by Wood are well below their highs earlier this year.</p><p>However, the stock market correction provides a huge opportunity for other investors to buy shares of the best companies owned by the Ark ETF. Here are three hard-hit Cathie Wood stocks that are particularly worth buying right now.</p><p><b>Sea Limite (SE.US)</b></p><p>Sea Limited in Wood<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>Ranked fifth in China. It is the 10th largest holding of the ARK Next Generation Internet ETF. The company's share price has fallen more than 12% from its high in February.</p><p>Of course, the company announced a large loss in the fourth quarter in early March. However, the stock's decline was more related to investors withdrawing from growth stocks than to Sea's underlying business. In fact, the company's business is booming.</p><p>Sea's digital entertainment division is making a fortune from the success of Free Fire, the highest-grossing mobile game in Latin America and Southeast Asia for six consecutive quarters. This business is essentially subsidizing the company's loss-making divisions focused on digital finance and e-commerce.</p><p>However, I believe that Sea's long-term prospects are very favorable for all three companies. Free Fire remains a global mobile game giant. Sea's Shopee e-commerce platform is a leader in markets such as Southeast Asia and Indonesia, and continues to achieve strong revenue growth. The company's SeaMoney mobile wallet is also accelerating its development.</p><p>I hope Sea's bottom line will improve, and I hope its stock price will rebound well.</p><p><b>Square (SQ.US)</b></p><p>Wood's favorite stock is Square (NYSE:SQ). This stock is<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>It is the largest stock held and the second largest position in the ARK Innovation ETF and the ARK Next Generation Internet ETF. However, Square's stock price has fallen 11% from its February high.</p><p>As with Sea Limited, Square's pullback is primarily the result of market rotation. Despite the negative impact of the COVID-19 pandemic on the company's seller ecosystem, there were signs of improvement in the fourth quarter. The increase in vaccine supply foreshadows a stronger performance for the remainder of 2021.</p><p>Meanwhile, Square's cash app digital wallet remains a huge growth story for the company. In the fourth quarter of this year, the gross profit of cash applications surged 162% year-on-year. Square should be able to achieve greater growth by driving the use of related products and services, such as cash and debit cards.</p><p>In March of this year, Square achieved a significant milestone when its financial services division began banking operations. Under the protection of federally chartered banks, Square will be able to provide more financial services to its business customers. Over time, the fintech giant may expand its banking services.</p><p>In many ways, Square's efforts to disrupt the financial services industry are only just beginning. Its stock price still has a lot of room to rise.</p><p><b>Teladoc Health (TDOC.US)</b></p><p>In<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>Among the companies with the largest shareholdings, Teladoc Health's shareholdings are second only to Square. This leader in the virtual care industry is the fourth largest holding of the ARK Next Generation Internet ETF and ranks first in the ARK Genomic Revolution ETF. Although Wood likes Teladoc's stock, its share price has fallen by nearly 40% from its February high.</p><p>Institutional investors shifting funds away from growth stocks is one reason for Teladoc's poor performance. However, the company also expects revenue growth to slow in the fourth quarter of 2021. In addition,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Announced plans to enter the telemedicine market this summer.</p><p>My answer to all of this is simply to look at the long-term prospects of Teladoc. Virtual medicine is still in its early stages. McKinsey Consulting predicts that the U.S. virtual healthcare market will reach $250 billion annually after the pandemic ends. Teladoc's opportunities are not limited to the United States.</p><p>I believe, without a doubt, that this is a large enough market to support multiple winners. Teladoc's leading edge, market share (its customers currently account for more than 40% of Fortune 500 companies), and range of products and services give the company a solid competitive advantage.</p><p>In 2020, due to the pandemic, the demand for telemedicine has surged like never before, and it is entirely understandable that revenue growth will slow down. In the long run, Teladoc should be able to continue its strong growth.</p>","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>Which of the three stocks favored by \"Sister Wood\" is the most worthy of investors' support?</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\">\nWhich of the three stocks favored by \"Sister Wood\" is the most worthy of investors' support?\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股研究社 </p>\n<p class=\"h-time smaller\">2021-04-10 18:11</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Even the best investors go through tough times. Cathie Wood, founder and CEO of Ark Investments, is one such example. The shares of the five major exchange-traded funds (ETFs) managed by Wood are well below their highs earlier this year.</p><p>However, the stock market correction provides a huge opportunity for other investors to buy shares of the best companies owned by the Ark ETF. Here are three hard-hit Cathie Wood stocks that are particularly worth buying right now.</p><p><b>Sea Limite (SE.US)</b></p><p>Sea Limited in Wood<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>Ranked fifth in China. It is the 10th largest holding of the ARK Next Generation Internet ETF. The company's share price has fallen more than 12% from its high in February.</p><p>Of course, the company announced a large loss in the fourth quarter in early March. However, the stock's decline was more related to investors withdrawing from growth stocks than to Sea's underlying business. In fact, the company's business is booming.</p><p>Sea's digital entertainment division is making a fortune from the success of Free Fire, the highest-grossing mobile game in Latin America and Southeast Asia for six consecutive quarters. This business is essentially subsidizing the company's loss-making divisions focused on digital finance and e-commerce.</p><p>However, I believe that Sea's long-term prospects are very favorable for all three companies. Free Fire remains a global mobile game giant. Sea's Shopee e-commerce platform is a leader in markets such as Southeast Asia and Indonesia, and continues to achieve strong revenue growth. The company's SeaMoney mobile wallet is also accelerating its development.</p><p>I hope Sea's bottom line will improve, and I hope its stock price will rebound well.</p><p><b>Square (SQ.US)</b></p><p>Wood's favorite stock is Square (NYSE:SQ). This stock is<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>It is the largest stock held and the second largest position in the ARK Innovation ETF and the ARK Next Generation Internet ETF. However, Square's stock price has fallen 11% from its February high.</p><p>As with Sea Limited, Square's pullback is primarily the result of market rotation. Despite the negative impact of the COVID-19 pandemic on the company's seller ecosystem, there were signs of improvement in the fourth quarter. The increase in vaccine supply foreshadows a stronger performance for the remainder of 2021.</p><p>Meanwhile, Square's cash app digital wallet remains a huge growth story for the company. In the fourth quarter of this year, the gross profit of cash applications surged 162% year-on-year. Square should be able to achieve greater growth by driving the use of related products and services, such as cash and debit cards.</p><p>In March of this year, Square achieved a significant milestone when its financial services division began banking operations. Under the protection of federally chartered banks, Square will be able to provide more financial services to its business customers. Over time, the fintech giant may expand its banking services.</p><p>In many ways, Square's efforts to disrupt the financial services industry are only just beginning. Its stock price still has a lot of room to rise.</p><p><b>Teladoc Health (TDOC.US)</b></p><p>In<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>Among the companies with the largest shareholdings, Teladoc Health's shareholdings are second only to Square. This leader in the virtual care industry is the fourth largest holding of the ARK Next Generation Internet ETF and ranks first in the ARK Genomic Revolution ETF. Although Wood likes Teladoc's stock, its share price has fallen by nearly 40% from its February high.</p><p>Institutional investors shifting funds away from growth stocks is one reason for Teladoc's poor performance. However, the company also expects revenue growth to slow in the fourth quarter of 2021. In addition,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Announced plans to enter the telemedicine market this summer.</p><p>My answer to all of this is simply to look at the long-term prospects of Teladoc. Virtual medicine is still in its early stages. McKinsey Consulting predicts that the U.S. virtual healthcare market will reach $250 billion annually after the pandemic ends. Teladoc's opportunities are not limited to the United States.</p><p>I believe, without a doubt, that this is a large enough market to support multiple winners. Teladoc's leading edge, market share (its customers currently account for more than 40% of Fortune 500 companies), and range of products and services give the company a solid competitive advantage.</p><p>In 2020, due to the pandemic, the demand for telemedicine has surged like never before, and it is entirely understandable that revenue growth will slow down. In the long run, Teladoc should be able to continue its strong growth.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://gimg2.baidu.com/image_search/src=http%3A%2F%2Finews.gtimg.com%2Fnewsapp_bt%2F0%2F13178222039%2F641&refer=http%3A%2F%2Finews.gtimg.com&app=2002&size=f9999,10000&q=a80&n=0&g=0n&fmt=jpeg?sec=1619929481&t=d215d79061ca1426fcf3fc9ef6561e9f","relate_stocks":{"TDOC":"Teladoc Health Inc.","ARKK":"ARK Innovation ETF","SE":"Sea Ltd"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2126006034","content_text":"即使是最好的投资者也会经历艰难时期。方舟投资公司创始人兼首席执行官Cathie  Wood就是这样。Wood管理的五大交易所交易基金(ETFs)的股价远低于今年早些时候的高点。然而，股市回调为其他投资者提供了巨大的机会，让他们可以买进方舟ETF所拥有的最好公司的股票。下面是三支遭受重创的Cathie  Wood股票，它们是目前特别值得买入的股票。Sea Limite（SE.US）Sea Limited 在Wood的ARK Fintech Innovation ETF中排名第五。它是ARK Next  Generation Internet ETF的第10大持仓。该公司股价已较2月份创下的高点下跌逾12%。当然，该公司在3月初宣布了第四季度的大幅亏损。然而，该股的下跌更多地与投资者从成长型股票中撤出有关，而不是与Sea的基础业务有关。实际上，公司的业务正在蓬勃发展。Sea的数字娱乐部门正从《Free Fire》的成功中赚得盆满钵满，《Free  Fire》是拉丁美洲和东南亚连续6个季度营收最高的手机游戏。这项业务实质上是在补贴该公司专注于数字金融和电子商务的亏损部门。然而，我认为Sea的长期前景对这三项企业都非常有利。Free  Fire仍然是全球手机游戏巨头。Sea的Shopee电子商务平台在东南亚、印度尼西亚等市场处于领先地位，并持续实现强劲的收入增长。该公司的SeaMoney移动钱包也在加速发展。我希望Sea的底线会有所改善，并且我希望它的股价能很好地反弹。Square（SQ.US）Wood最喜欢的股票莫过于Square(NYSE:SQ)。该股是ARK Fintech Innovation ETF持有的最大股票，也是ARK  Innovation ETF和ARK Next Generation Internet  ETF的第二大头寸。但Square的股价较2月份的高点下跌了11%。与Sea  Limited的情况一样，Square的回调主要是市场轮转的结果。尽管该公司的卖家生态系统受到了COVID-19大流行的负面影响，但第四季度出现了改善的迹象。疫苗供应的增加预示着2021年剩余时间的表现将更加强劲。与此同时，Square的现金应用数字钱包仍然是该公司的一个巨大增长故事。今年第四季度，现金应用毛利润同比飙升162%。通过推动相关产品和服务(如现金卡和借记卡)的使用，Square应该能够实现更大的增长。今年3月，随着Square金融服务部门开始银行业务，该公司实现了一个重要的里程碑。在联邦特许银行的保护下，Square将能够为其商业客户提供更多的金融服务。随着时间的推移，这家金融科技巨头可能会扩大其银行服务。从很多方面来看，Square在颠覆金融服务业方面的努力才刚刚起步。它的股价还有很大的上涨空间。Teladoc Health（TDOC.US）在ARK Innovation ETF持股最多的公司中，Teladoc  Health的持股量仅次于Square。这家虚拟护理行业的领军企业是ARK Next Generation Internet  ETF的第四大持仓，在ARK Genomic Revolution  ETF位列第一。尽管Wood很喜欢Teladoc的股票，但其股价已从2月份的高点下跌了近40%。机构投资者将资金从成长型股票上转移，是Teladoc表现不佳的一个原因。然而，该公司也预计2021年第四季度的收入增长将放缓。此外，亚马逊宣布计划于今年夏天进军远程医疗市场。对于这一切，我的回答只是着眼于Teladoc的长期前景。虚拟医疗仍处于早期阶段。McKinsey咨询公司预测，疫情结束后，美国虚拟医疗市场每年将达到2500亿美元。Teladoc的机会也不仅仅局限于美国。我认为，毫无疑问，这是一个足够大的市场，足以支持多个赢家。Teladoc的领先优势、市场占有率(目前其客户占《财富》500强企业的40%以上)，以及产品和服务的范围，使公司具有坚实的竞争优势。2020年，由于大流行，远程医疗需求前所未有地激增，收入增长将有所放缓，这是完全可以理解的。而从长远来看，Teladoc应该能够持续强劲增长。","news_type":1,"symbols_score_info":{"ARKK":0.9,"SQ":0.9,"SE":0.9,"TDOC":0.9}},"isVote":1,"tweetType":1,"viewCount":4043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349843564,"gmtCreate":1617592901158,"gmtModify":1704700649081,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579339677923534","idStr":"3579339677923534"},"themes":[],"title":"","htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/349843564","repostId":"349072987","repostType":1,"repost":{"id":349072987,"gmtCreate":1617511405149,"gmtModify":1704700142217,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572212908677301","idStr":"3572212908677301"},"themes":[],"title":"這周重要點位","htmlText":"這是之前分享<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$NASDAQ(.IXIC)$</a> 的走勢[驚訝] ：上週股市繼續上升，已經快到了13600的壓力位，讓我們繼續觀察接下來的走勢。[吃瓜] 接下來想說這周有可能發生的走勢和個人看法[思考] ： 高開突破13600，在上面震盪[白眼] 震盪慢慢往13600上升[賤笑] 不觸碰13600直接往12800-12900下跌[驚嚇] 高開突破13600，在上面震盪 這走勢讓人最興奮，但不是健康的走法。[汗顏] 之前直接高開突破13270的壓力位後連續幾天下跌，所以如果是高開突破壓力位的走勢需謹慎。[警告] 去追高會有大風險。[暈] 震盪慢慢往13600上升 我個人認爲這是最健康的走勢。繼續靠近壓力位震盪，一旦突破這壓力位會形成強大的支撐點。[正經] 之後繼續向上的走勢。[想吃] 不觸碰13600直接往12800-12900下跌 這走勢讓人最不安。[可憐]有人歡喜有人愁。[丟臉] 尤其是小資金或是滿倉被套牢的朋友，好不容易向上走了又下跌，心裏會很難受。[黑眼圈] 不過空倉或是喜歡做波段的朋友這走勢或許能找到機遇。[真香] 今天就說到這，資金被套住的讓我們繼續保持樂觀的心情！[安慰] 不知大家有何感想或是有什麼不同意見？[疑問] 希望大家能整理好心情，做好準備面對這周的股市！[勝利] 聲明:以上文章的言論純屬個人觀點，如果有不同意見可在以下留言討論。[暗中觀察] <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>","listText":"這是之前分享<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$NASDAQ(.IXIC)$</a> 的走勢[驚訝] ：上週股市繼續上升，已經快到了13600的壓力位，讓我們繼續觀察接下來的走勢。[吃瓜] 接下來想說這周有可能發生的走勢和個人看法[思考] ： 高開突破13600，在上面震盪[白眼] 震盪慢慢往13600上升[賤笑] 不觸碰13600直接往12800-12900下跌[驚嚇] 高開突破13600，在上面震盪 這走勢讓人最興奮，但不是健康的走法。[汗顏] 之前直接高開突破13270的壓力位後連續幾天下跌，所以如果是高開突破壓力位的走勢需謹慎。[警告] 去追高會有大風險。[暈] 震盪慢慢往13600上升 我個人認爲這是最健康的走勢。繼續靠近壓力位震盪，一旦突破這壓力位會形成強大的支撐點。[正經] 之後繼續向上的走勢。[想吃] 不觸碰13600直接往12800-12900下跌 這走勢讓人最不安。[可憐]有人歡喜有人愁。[丟臉] 尤其是小資金或是滿倉被套牢的朋友，好不容易向上走了又下跌，心裏會很難受。[黑眼圈] 不過空倉或是喜歡做波段的朋友這走勢或許能找到機遇。[真香] 今天就說到這，資金被套住的讓我們繼續保持樂觀的心情！[安慰] 不知大家有何感想或是有什麼不同意見？[疑問] 希望大家能整理好心情，做好準備面對這周的股市！[勝利] 聲明:以上文章的言論純屬個人觀點，如果有不同意見可在以下留言討論。[暗中觀察] <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>","text":"這是之前分享$NASDAQ(.IXIC)$ 的走勢[驚訝] ：上週股市繼續上升，已經快到了13600的壓力位，讓我們繼續觀察接下來的走勢。[吃瓜] 接下來想說這周有可能發生的走勢和個人看法[思考] ： 高開突破13600，在上面震盪[白眼] 震盪慢慢往13600上升[賤笑] 不觸碰13600直接往12800-12900下跌[驚嚇] 高開突破13600，在上面震盪 這走勢讓人最興奮，但不是健康的走法。[汗顏] 之前直接高開突破13270的壓力位後連續幾天下跌，所以如果是高開突破壓力位的走勢需謹慎。[警告] 去追高會有大風險。[暈] 震盪慢慢往13600上升 我個人認爲這是最健康的走勢。繼續靠近壓力位震盪，一旦突破這壓力位會形成強大的支撐點。[正經] 之後繼續向上的走勢。[想吃] 不觸碰13600直接往12800-12900下跌 這走勢讓人最不安。[可憐]有人歡喜有人愁。[丟臉] 尤其是小資金或是滿倉被套牢的朋友，好不容易向上走了又下跌，心裏會很難受。[黑眼圈] 不過空倉或是喜歡做波段的朋友這走勢或許能找到機遇。[真香] 今天就說到這，資金被套住的讓我們繼續保持樂觀的心情！[安慰] 不知大家有何感想或是有什麼不同意見？[疑問] 希望大家能整理好心情，做好準備面對這周的股市！[勝利] 聲明:以上文章的言論純屬個人觀點，如果有不同意見可在以下留言討論。[暗中觀察] $Tesla Motors(TSLA)$ $NIO Inc.(NIO)$","images":[{"img":"https://static.tigerbbs.com/31e84db1787d6b70c780d17b9b5c6d5e"},{"img":"https://static.tigerbbs.com/7d7f7f14a49595516c2461124cd884ff"},{"img":"https://static.tigerbbs.com/f495efd8ae58e5db098fa791b7efdfa5"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/349072987","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340217224,"gmtCreate":1617416855168,"gmtModify":1704699528772,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579339677923534","idStr":"3579339677923534"},"themes":[],"title":"","htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340217224","repostId":"340696315","repostType":1,"repost":{"id":340696315,"gmtCreate":1617392199037,"gmtModify":1704699363307,"author":{"id":"3568205323495181","authorId":"3568205323495181","name":"可乐财经老林","avatar":"https://static.tigerbbs.com/4d7ec3add0e08961ab9da67b8467ec3d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568205323495181","idStr":"3568205323495181"},"themes":[],"title":"蔚來汽車股票深度分析 利率提高 新能源汽車再次暴跌 能不能抄底 特斯拉vs蔚來vs小鵬 NIO XPEV TSLA 美股分析","htmlText":"\n \n \n  新能源汽車暴跌 能不能抄底 特斯拉 蔚來 小鵬汽車股票深度分析 特斯拉vs蔚來vs小鵬<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鵬汽車(XPEV)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;美股分析蔚來芯片短缺，停產一週，你認爲是否是一個銷售差的藉口？你會抄底嗎？歡迎大家來B站/油管Youtube關注以及訂閱我的影片 (可樂財經 老林投資 CL Investments)求推廣：<a target=\"_blank\" href=\"https://laohu8.com/U/20727972514030\"></a><a target=\"_blank\" href=\"https://laohu8.com/U/58341441844653\">@孟浩</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/20727972514030\">@Tony特別帥</a><a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@愛發紅包的虎妞</a><a target=\"_blank\" href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a>\n \n","listText":"新能源汽車暴跌 能不能抄底 特斯拉 蔚來 小鵬汽車股票深度分析 特斯拉vs蔚來vs小鵬<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鵬汽車(XPEV)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;美股分析蔚來芯片短缺，停產一週，你認爲是否是一個銷售差的藉口？你會抄底嗎？歡迎大家來B站/油管Youtube關注以及訂閱我的影片 (可樂財經 老林投資 CL Investments)求推廣：<a target=\"_blank\" href=\"https://laohu8.com/U/20727972514030\"></a><a target=\"_blank\" href=\"https://laohu8.com/U/58341441844653\">@孟浩</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/20727972514030\">@Tony特別帥</a><a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@愛發紅包的虎妞</a><a target=\"_blank\" href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a>","text":"新能源汽車暴跌 能不能抄底 特斯拉 蔚來 小鵬汽車股票深度分析 特斯拉vs蔚來vs小鵬$小鵬汽車(XPEV)$ $蔚來(NIO)$ $特斯拉(TSLA)$ 美股分析蔚來芯片短缺，停產一週，你認爲是否是一個銷售差的藉口？你會抄底嗎？歡迎大家來B站/油管Youtube關注以及訂閱我的影片 (可樂財經 老林投資 CL Investments)求推廣：@孟浩 @Tony特別帥@愛發紅包的虎妞@小虎AV","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340696315","isVote":1,"tweetType":2,"object":{"id":"10b3c3b97a97473cb2aa68b60c5cff88","tweetId":"340696315","videoUrl":"https://1254107296.vod2.myqcloud.com/7a7d16d1vodger1254107296/0516bc175285890815792803990/AvQXAA8gCTUA.mp4","poster":"https://static.tigerbbs.com/736eaf8822d00e6eb48f6c8b2b21e31b"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353222590,"gmtCreate":1616503301810,"gmtModify":1704794937223,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579339677923534","idStr":"3579339677923534"},"themes":[],"title":"","htmlText":"????","listText":"????","text":"????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353222590","repostId":"1163218484","repostType":2,"isVote":1,"tweetType":1,"viewCount":4276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111471022,"gmtCreate":1622695961666,"gmtModify":1704189127759,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579339677923534","idStr":"3579339677923534"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/111471022","repostId":"1184714420","repostType":4,"repost":{"id":"1184714420","kind":"news","pubTimestamp":1622679489,"share":"https://ttm.financial/m/news/1184714420?lang=en_US&edition=fundamental","pubTime":"2021-06-03 08:18","market":"us","language":"zh","title":"The stock split wave is making a comeback, and the US stock market bull market is getting another boost?","url":"https://stock-news.laohu8.com/highlight/detail?id=1184714420","media":"腾讯美股","summary":"历史数据显示，认为拆股有利于股票长期表现的说法是站不住脚的。比如，就标普500强股票的平均表现而言，在拆股发生之前的五年时间当中，拆股股票有四年的表现都是好于指数本身的，但是在拆股发生之后的五年时间当中，该股票的表现则有四年是不及基准指标的。近期以来，股票拆分再度成为了美国上市企业的一种时尚，而这种曾经被华尔街抛弃多年的实践东山再起是否合理，也成为了坊间热议的焦点。","content":"<p><i>Historical data shows that the claim that stock splits are beneficial to long-term stock performance is untenable. For example, in terms of the average performance of S&P 500 stocks, in the five years before the stock split, the stock outperformed the index itself for four years, but in the five years after the stock split, the stock underperformed the benchmark for four years.</i><img src=\"https://static.tigerbbs.com/69508d74da68bae02b72421f3109cb72\" tg-width=\"1080\" tg-height=\"722\" referrerpolicy=\"no-referrer\"></p><p>Recently, stock splits have once again become a fashion trend for listed companies in the United States, and whether this practice, which was abandoned by Wall Street for many years, is making a comeback has become a hot topic of discussion.</p><p>Last week,<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>It became the eighth S&P 500 company to announce a stock split in the past year, and among the companies that did so before were many well-known figures, such as the well-known...<a href=\"https://laohu8.com/S/AAPL\">Apple</a>and<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>etc. According to Bloomberg data, the last time such a large number of S&P 500 stocks split in such a short period of time was six years ago.</p><p>The resurgence of the stock split wave comes against the backdrop of a dazzling surge in US stocks over the past year, with nearly 600 constituent stocks in the Russell 3000 Index trading above $100.</p><p>As a result, the long-standing but still unresolved debate among investors has heated up again: is stock splitting an engine that promotes further stock price increases, or a drag on the potential future upward trend? In fact, in recent years, with the increasing number of retail investor transactions and the emergence of so-called zero-share, or fragmented stock holding structures, this debate has become an undercurrent.</p><p>“From a purely mathematical perspective, the idea that stock splits are a good thing is baseless,” explained Mark Lehmann, CEO of JMP Securities. “However, for specific stocks at specific price levels, stock splits can indeed give people a different visual experience, and it is difficult for some investors to change this mindset.”</p><p>In fact, the main motivation for companies to choose stock splits is very simple—to make the price of each share low and make it easier for investors to buy. Nvidia's stock price has now reached approximately $650, quadrupling since the beginning of 2019. The company then issued a statement saying it would conduct a four-part stock split to \"make it easier for investors and employees to hold shares.\"</p><p>Stock splits were once widely regarded as a typical feature of a bull market, and their loss of widespread market favor is only a recent occurrence. In 2006 and 2007, the previous period when the U.S. stock market hit new highs, 47 companies in the S&P 500 chose to split their stocks, and three of them, Nvidia, Paccar, and Cummins, even split their stocks twice in a row. However, by 2019, only two S&P 500 companies had chosen to split their stocks.</p><p>Julian Emanuel, chief equity and derivatives strategist at BTIG, explained that the decision to split stocks is becoming increasingly difficult due to changes in trading platforms, in short, the rise of commission-free brokerages and the emergence of zero-share mechanisms. These developments \"have largely made the price of a stock irrelevant.\"</p><p>Brokerages like Robinhood now allow investors to buy only a portion of a single stock, for example...<a href=\"https://laohu8.com/S/GOOG\">Google</a>Class A shares of parent company Alphabet are priced at over $2,300, and investors can buy them for as little as $1.</p><p>Historical data shows that the claim that stock splits are beneficial to long-term stock performance is untenable. For example, in terms of the average performance of S&P 500 stocks, in the five years before the stock split, the stock outperformed the index itself for four years, but in the five years after the stock split, the stock underperformed the benchmark for four years.</p><p>The rise of a new wave of stock splits has also sparked widespread speculation in the market. Many investors believe that other large tech companies may follow suit and take similar actions, such as those whose stock prices have already reached four figures.<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>。 Between 1998 and 1999, Amazon conducted three consecutive stock splits, but this has not happened again since. The e-commerce giant's stock price has now exceeded $3,200, and its historical increase has exceeded 5,000% since the last stock split.</p><p>Regardless of what signals historical performance records send, retail investors have risen across the board over the past year, becoming a highly active force in the market. This may be an important reason why many companies are starting to plan stock splits.</p><p>Bloomberg data shows that retail traders in the United States now rank second only to market makers and independent high-frequency traders in terms of total trading volume in the market. Retail investors have now even surpassed quantitative investors, hedge funds, and traditional long players.</p><p>\"A lot of investment is now driven by psychological factors.\" Kevin Walkush, portfolio manager at Jensen Investment Management, pointed out, \"Now, retail investors no longer have to consider whether to choose zero stocks; they can simply buy split stocks. This means that the market's doors are increasingly opening to retail investors.\"</p>","source":"txmg","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>The stock split wave is making a comeback, and the US stock market bull market is getting another boost?</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\">\nThe stock split wave is making a comeback, and the US stock market bull market is getting another boost?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">腾讯美股</strong><span class=\"h-time small\">2021-06-03 08:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><i>Historical data shows that the claim that stock splits are beneficial to long-term stock performance is untenable. For example, in terms of the average performance of S&P 500 stocks, in the five years before the stock split, the stock outperformed the index itself for four years, but in the five years after the stock split, the stock underperformed the benchmark for four years.</i><img src=\"https://static.tigerbbs.com/69508d74da68bae02b72421f3109cb72\" tg-width=\"1080\" tg-height=\"722\" referrerpolicy=\"no-referrer\"></p><p>Recently, stock splits have once again become a fashion trend for listed companies in the United States, and whether this practice, which was abandoned by Wall Street for many years, is making a comeback has become a hot topic of discussion.</p><p>Last week,<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>It became the eighth S&P 500 company to announce a stock split in the past year, and among the companies that did so before were many well-known figures, such as the well-known...<a href=\"https://laohu8.com/S/AAPL\">Apple</a>and<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>etc. According to Bloomberg data, the last time such a large number of S&P 500 stocks split in such a short period of time was six years ago.</p><p>The resurgence of the stock split wave comes against the backdrop of a dazzling surge in US stocks over the past year, with nearly 600 constituent stocks in the Russell 3000 Index trading above $100.</p><p>As a result, the long-standing but still unresolved debate among investors has heated up again: is stock splitting an engine that promotes further stock price increases, or a drag on the potential future upward trend? In fact, in recent years, with the increasing number of retail investor transactions and the emergence of so-called zero-share, or fragmented stock holding structures, this debate has become an undercurrent.</p><p>“From a purely mathematical perspective, the idea that stock splits are a good thing is baseless,” explained Mark Lehmann, CEO of JMP Securities. “However, for specific stocks at specific price levels, stock splits can indeed give people a different visual experience, and it is difficult for some investors to change this mindset.”</p><p>In fact, the main motivation for companies to choose stock splits is very simple—to make the price of each share low and make it easier for investors to buy. Nvidia's stock price has now reached approximately $650, quadrupling since the beginning of 2019. The company then issued a statement saying it would conduct a four-part stock split to \"make it easier for investors and employees to hold shares.\"</p><p>Stock splits were once widely regarded as a typical feature of a bull market, and their loss of widespread market favor is only a recent occurrence. In 2006 and 2007, the previous period when the U.S. stock market hit new highs, 47 companies in the S&P 500 chose to split their stocks, and three of them, Nvidia, Paccar, and Cummins, even split their stocks twice in a row. However, by 2019, only two S&P 500 companies had chosen to split their stocks.</p><p>Julian Emanuel, chief equity and derivatives strategist at BTIG, explained that the decision to split stocks is becoming increasingly difficult due to changes in trading platforms, in short, the rise of commission-free brokerages and the emergence of zero-share mechanisms. These developments \"have largely made the price of a stock irrelevant.\"</p><p>Brokerages like Robinhood now allow investors to buy only a portion of a single stock, for example...<a href=\"https://laohu8.com/S/GOOG\">Google</a>Class A shares of parent company Alphabet are priced at over $2,300, and investors can buy them for as little as $1.</p><p>Historical data shows that the claim that stock splits are beneficial to long-term stock performance is untenable. For example, in terms of the average performance of S&P 500 stocks, in the five years before the stock split, the stock outperformed the index itself for four years, but in the five years after the stock split, the stock underperformed the benchmark for four years.</p><p>The rise of a new wave of stock splits has also sparked widespread speculation in the market. Many investors believe that other large tech companies may follow suit and take similar actions, such as those whose stock prices have already reached four figures.<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>。 Between 1998 and 1999, Amazon conducted three consecutive stock splits, but this has not happened again since. The e-commerce giant's stock price has now exceeded $3,200, and its historical increase has exceeded 5,000% since the last stock split.</p><p>Regardless of what signals historical performance records send, retail investors have risen across the board over the past year, becoming a highly active force in the market. This may be an important reason why many companies are starting to plan stock splits.</p><p>Bloomberg data shows that retail traders in the United States now rank second only to market makers and independent high-frequency traders in terms of total trading volume in the market. Retail investors have now even surpassed quantitative investors, hedge funds, and traditional long players.</p><p>\"A lot of investment is now driven by psychological factors.\" Kevin Walkush, portfolio manager at Jensen Investment Management, pointed out, \"Now, retail investors no longer have to consider whether to choose zero stocks; they can simply buy split stocks. This means that the market's doors are increasingly opening to retail investors.\"</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/8WAlSLJhzX4EUUfsMOKuBQ\">腾讯美股</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/347452cc99fb488c45ccd900fcf3aa20","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s/8WAlSLJhzX4EUUfsMOKuBQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184714420","content_text":"历史数据显示，认为拆股有利于股票长期表现的说法是站不住脚的。比如，就标普500强股票的平均表现而言，在拆股发生之前的五年时间当中，拆股股票有四年的表现都是好于指数本身的，但是在拆股发生之后的五年时间当中，该股票的表现则有四年是不及基准指标的。\n\n\n近期以来，股票拆分再度成为了美国上市企业的一种时尚，而这种曾经被华尔街抛弃多年的实践东山再起是否合理，也成为了坊间热议的焦点。\n上周，英伟达成为了过去一年以来第八家宣布拆股的标普500强企业，而此前这么做了的公司当中不乏大名鼎鼎的角色，比如大家耳熟能详的苹果和特斯拉等。根据彭博的数据，这么短的时间之内，这么多的标普500成份股拆股，上次出现类似情况还要追溯到六年之前。\n拆股大潮再度兴起的背景是，美股在过去一年多时间当中上演了令人目眩的大涨势，罗素3000指数当中有近600只成份股的价格都超过了100美元。\n于是乎，投资者当中那由来已久，却至今没有结果的争论也再度升温——拆股到底是促进股价进一步上涨的引擎，还是未来可能涨势的拖累？事实上，近年以来，伴随散户投资者交易的日益增加，以及所谓零股，即零星股票持有架构的出现，这一争论已经是暗流涌动。\n“从纯数学角度看来，那种宣称拆股是好事的观点可以说是没有任何根据的。”JMPSecurities首席执行官莱曼（Mark Lehmann）解释道，“可是，对于处在特定价位的特定股票而言，拆股却又确实可以给人以一种视觉层面的不同感受，对于一部分投资大众而言，要改变的他们的这种想法也是很难的。”\n其实，企业会选择拆股，最主要的动机是非常简单的——让每一股的价格变得低廉，让投资者更方便买进。英伟达的股价目前已经达到了大约650美元，从2019年年初算起翻了两番。该公司于是发表声明称要进行一分为四的拆股，旨在“让投资者和员工更容易持有股票”。\n曾经，拆股被广泛视为牛市的一种典型特征，失去市场的广泛青睐其实只是不久前的事情。在2006年和2007年，即上一个美股大盘创下新高的周期，标普500强当中有47家选择了拆股，而其中三家，即英伟达、Paccar和Cummins，甚至连续拆分两次。可是到了2019年，全年也只有2家标普500强选择拆股。\nBTIG首席股票和衍生产品策略师伊曼纽尔（Julian Emanuel）解释说，现在拆股的决定越来越难以做出，是因为交易平台发生了变化，简而言之就是免佣金券商兴起，以及零股机制出现。这些发展“很大程度上已经使得一只股票的价格高低变得不再相干了”。\nRobinhood等券商现在都允许投资者只买进一只股票的一部分，比如说谷歌母公司Alphabet的A类股票，价格超过2300美元，而投资者只买1美元也是可以的。\n历史数据显示，认为拆股有利于股票长期表现的说法是站不住脚的。比如，就标普500强股票的平均表现而言，在拆股发生之前的五年时间当中，拆股股票有四年的表现都是好于指数本身的，但是在拆股发生之后的五年时间当中，该股票的表现则有四年是不及基准指标的。\n新一轮拆股潮的兴起也引起了市场的广泛猜测，很多投资者都觉得其他大科技公司也可能跟进，采取类似行动，比如股价已经达到四位数的亚马逊。在1998年至1999年间，亚马逊曾经连续三次拆股，但是在那之后，这种事情就再也没有发生过。电商巨头目前的股价已经超过3200美元，自最后一次拆股至今，历史涨幅超过了5000%。\n且不说历史表现记录在发出怎样的信号，过去一年以来，散户投资者全线崛起，成为市场当中高度活跃的一支力量，这或许也是许多公司开始打起拆股算盘的一个重要原因。\n彭博的数据显示，现在，美国散户交易者在市场上的交易总量排名，已经仅次于做市商和独立高频交易商。散户群体现在甚至已经超过了量化投资者群体、对冲基金，以及传统的多头玩家。\n“大量投资现在都是由心理学因素驱动的。” Jensen InvestmentManagement投资组合经理人沃尔库什（Kevin Walkush）指出，“现在，散户投资者再也不必面对是否选择零股的考虑了，他们完全可以直接买进拆分后的股票。这就意味着，市场的大门正对散户日益敞开。”","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342594651,"gmtCreate":1618229660573,"gmtModify":1704707785299,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579339677923534","idStr":"3579339677923534"},"themes":[],"title":"","htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/342594651","repostId":"1163218788","repostType":4,"isVote":1,"tweetType":1,"viewCount":3942,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348571920,"gmtCreate":1617946489360,"gmtModify":1704705166492,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579339677923534","idStr":"3579339677923534"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348571920","repostId":"1160193963","repostType":4,"isVote":1,"tweetType":1,"viewCount":4694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341859836,"gmtCreate":1617804172325,"gmtModify":1704703369922,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579339677923534","idStr":"3579339677923534"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/341859836","repostId":"1101500877","repostType":4,"repost":{"id":"1101500877","kind":"news","pubTimestamp":1617773331,"share":"https://ttm.financial/m/news/1101500877?lang=en_US&edition=fundamental","pubTime":"2021-04-07 13:28","market":"us","language":"zh","title":"Buy Chinese concept stocks at the bottom! Munger has his eye on Alibaba, and the \"female version of Buffett\" increases his holdings in Baidu.","url":"https://stock-news.laohu8.com/highlight/detail?id=1101500877","media":"上海证券报","summary":"巴菲特老搭档查理·芒格建仓买入阿里巴巴、“女版巴菲特” 凯瑟琳·伍德加仓百度、京东……趁着中概股异常下跌，华尔街大佬们正忙着抄底中概股。\n“女版巴菲特”持续加仓百度\n被称为“女版巴菲特”的凯瑟琳·伍德","content":"<p><div>Warren Buffett's longtime partner Charlie Munger built a position in Alibaba, and Katherine Wood, the \"female version of Buffett,\" increased her holdings in Baidu and JD.com... Taking advantage of the abnormal decline in Chinese concept stocks, Wall Street bigwigs are busy buying Chinese concept stocks at the bottom. Katherine Wood, known as the \"female version of Buffett,\" continues to increase her holdings in Baidu. She has always maintained a high level of attention to Chinese concept stocks. Recently, while the stock prices of some Chinese concept stocks have fallen sharply, Katherine Wood has been quietly increasing her holdings. Unlike Buffett, Katherine Wood focuses on cutting-edge technology. Currently, Katherine Wood manages five actively managed funds in the ARK product: ...</p><p><a href=\"https://mp.weixin.qq.com/s/r3RK3nJ8gyNVxr_mQLwQBQ\">Web page link</a></div></p>","source":"shzqb","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>Buy Chinese concept stocks at the bottom! Munger has his eye on Alibaba, and the \"female version of Buffett\" increases his holdings in Baidu.</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\">\nBuy Chinese concept stocks at the bottom! Munger has his eye on Alibaba, and the \"female version of Buffett\" increases his holdings in Baidu.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">上海证券报</strong><span class=\"h-time small\">2021-04-07 13:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>Warren Buffett's longtime partner Charlie Munger built a position in Alibaba, and Katherine Wood, the \"female version of Buffett,\" increased her holdings in Baidu and JD.com... Taking advantage of the abnormal decline in Chinese concept stocks, Wall Street bigwigs are busy buying Chinese concept stocks at the bottom. Katherine Wood, known as the \"female version of Buffett,\" continues to increase her holdings in Baidu. She has always maintained a high level of attention to Chinese concept stocks. Recently, while the stock prices of some Chinese concept stocks have fallen sharply, Katherine Wood has been quietly increasing her holdings. Unlike Buffett, Katherine Wood focuses on cutting-edge technology. Currently, Katherine Wood manages five actively managed funds in the ARK product: ...</p><p><a href=\"https://mp.weixin.qq.com/s/r3RK3nJ8gyNVxr_mQLwQBQ\">Web page link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/r3RK3nJ8gyNVxr_mQLwQBQ\">上海证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"BIDU":"百度","09988":"阿里巴巴-W","09888":"百度集团-W","BABA":"阿里巴巴"},"source_url":"https://mp.weixin.qq.com/s/r3RK3nJ8gyNVxr_mQLwQBQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101500877","content_text":"巴菲特老搭档查理·芒格建仓买入阿里巴巴、“女版巴菲特” 凯瑟琳·伍德加仓百度、京东……趁着中概股异常下跌，华尔街大佬们正忙着抄底中概股。\n“女版巴菲特”持续加仓百度\n被称为“女版巴菲特”的凯瑟琳·伍德一直保持着对中概股的高度关注。近期，在部分中概股股价大幅下降之际，凯瑟琳·伍德却在悄悄加仓。\n与巴菲特不同，凯瑟琳·伍德专注于前沿科技领域。目前，凯瑟琳·伍德一手掌管的ARK产品中有五个主动基金：ARKK（创新ETF）、ARKQ（自主技术和机器人ETF）、ARKW（下一代互联网ETF）、ARKG（基因革命ETF）、ARKF（金融科技创新ETF）。\n百度似乎是凯瑟琳·伍德眼中另一个特斯拉。去年12月，ARKK首次建仓百度，之后连续分批加仓。到了4月6日，ARKK的百度持仓量飙升到了351.5万股。与此同时，ARK的另外一支基金ARKW也开始购入百度股票。此后，旗下三大基金ARKK、ARKQ及ARKW均拥有百度仓位。\n截至当地时间4月6日，ARK旗下3只基金共持有约484.5万股百度，总市值近10.77亿美元。\n凯瑟琳·伍德看中的是百度在自动驾驶方面的潜力和入局造车后的巨大想象空间。今年1月，百度宣布正式组建一家智能汽车公司，以整车制造商的身份进军汽车行业，新组建的百度汽车公司将面向乘用车市场，着眼于智能汽车的设计研发、生产制造、销售服务全产业链。\n在百度入局造车后，公司股价一路攀升，最高涨至339.91美元的高位。但在刚刚过去的3月，受美国监管层宣布通过《外国公司问责法案》最终修正案以及Archegos基金爆仓事件等利空消息影响，百度股价大幅缩水，最低跌至204.7美元，月度累计跌幅逾23%，市值缩水数百亿美元。\n在百度股价下挫之际，ARK旗下3只基金仍在持续买入。此前，ARK产品中有4只基金均持有腾讯ADR、京东ADR、3只基金持有贝壳。在电动车概念方面，ARK还持有比亚迪ADR、小牛电动。电商方面，持有电商巨头京东、阿里巴巴等。\n芒格抄底阿里巴巴\n中概股遭遇“水逆”之际，巴菲特的老搭档芒格也在悄悄抄底。\n根据Daily Journal于4月5日提交给美国证监会的13F文件，该公司在2021年第一季度新建仓中概股阿里巴巴，在3月底的持股数为165320股，以当时的股价计算持仓市值约3750万美元。截至2021年第一季度，Daily Journal持有5只股票，总价值1.97亿美元。除阿里巴巴外，该公司还持有富国银行、美国银行、浦项制铁和美国合众银行的股份，这些持仓自2020年底以来一直没有变化。\n去年年底以来，阿里巴巴股价持续大跌。外界认为，查理·芒格建仓的时机大概率是在阿里巴巴大跌之后，抄底意图较为明显。\n安山资本有限公司（Amber Hill Capital Ltd.）资产管理总监杰克逊·黄（Jackson Wong）认为，目前阿里巴巴和腾讯仍是中国的重量级科技股，暂时还看不到有哪个公司可以撼动它们的地位。\n此前，芒格在Daily Journal的年度股东大会上表示看好中国。芒格认为，中国脱贫速度让他震惊。此外，中国的工厂自动化普及率高，中国已经迈入现代化国家行列。\n业内：中概股正在去泡沫\n今年，部分机构仓位调整引发的剧烈动荡使得中概股成为关注焦点。\n财经评论员郭施亮认为，经过了这一轮的快速下跌走势，部分中概股的估值泡沫发生了快速挤压的迹象，这或许只是市场去泡沫的一个演绎过程。\n2020年以来，中概股所面临的外部环境不确定有所增加，中概股回港股上市热度不减。中金公司认为，从长远发展角度考虑，外部压力不断增加会促使更多中概股选择回归以备不时之需，特别是考虑到较低的回归成本。\n“对于符合条件的中概股公司而言，二次上市对企业没有太多新增成本，同股同权、香港联系汇率制度也使得二次上市对美国上市主体的扰动最大限度降到最低，因此选择回归都不啻为一个‘百利而无一害’的后备方案。”中金称。","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9,"09888":0.9,"BIDU":0.9}},"isVote":1,"tweetType":1,"viewCount":4416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340872936,"gmtCreate":1617380189725,"gmtModify":1704699338175,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579339677923534","idStr":"3579339677923534"},"themes":[],"title":"","htmlText":"Crm","listText":"Crm","text":"Crm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340872936","repostId":"340851184","repostType":1,"isVote":1,"tweetType":1,"viewCount":3639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}