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2021-05-18
oh well.. there should be some hidden strategy ..... maybe?
Will Warren Buffett Follow Cathie Wood And Dump Apple Stock?<blockquote>Warren Buffett会追随Cathie Wood抛售苹果股票吗？</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":194304880,"tweetId":"194304880","gmtCreate":1621339938740,"gmtModify":1631891259876,"author":{"id":3579475527418520,"idStr":"3579475527418520","authorId":3579475527418520,"authorIdStr":"3579475527418520","name":"Startup","avatar":"https://static.tigerbbs.com/f2d0ae78f31b752c824bb922b214273a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":13,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>oh well.. there should be some hidden strategy ..... maybe?</p></body></html>","htmlText":"<html><head></head><body><p>oh well.. there should be some hidden strategy ..... maybe?</p></body></html>","text":"oh well.. there should be some hidden strategy ..... maybe?","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/194304880","repostId":1174496206,"repostType":2,"repost":{"id":"1174496206","kind":"news","pubTimestamp":1621236192,"share":"https://www.laohu8.com/m/news/1174496206?lang=zh_CN&edition=full","pubTime":"2021-05-17 15:23","market":"us","language":"en","title":"Will Warren Buffett Follow Cathie Wood And Dump Apple Stock?<blockquote>Warren Buffett会追随Cathie Wood抛售苹果股票吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1174496206","media":"TheStreet","summary":"Cathie Wood’s ARK Invest dumped Apple stock only a few weeks before Warren Buffett’s Berkshire Hathaway reports its first quarter holdings. Could this be a bearish sign?An eventful week in the markets has come to an end. While inflation concerns leading to a market-wide selloff impacted Apple stock price the most, at least one news-worthy development flew mostly under the radar: the large disposal of Apple shares by investment rock star Cathie Wood’s ARK Invest.The dumping of nearly 88,000 AAPL","content":"<p>Cathie Wood’s ARK Invest dumped Apple stock only a few weeks before Warren Buffett’s Berkshire Hathaway reports its first quarter holdings. Could this be a bearish sign?</p><p><blockquote>就在Warren Buffett旗下Berkshire Hathaway公布第一季度持仓量前几周，Cathie Wood的ARK Invest抛售了苹果股票。这可能是看跌信号吗？</blockquote></p><p> An eventful week in the markets has come to an end. While inflation concerns leading to a market-wide selloff impacted Apple stock price ($AAPL) the most, at least one news-worthy development flew mostly under the radar: the large disposal of Apple shares by investment rock star Cathie Wood’s ARK Invest.</p><p><blockquote>市场多事的一周已经结束。虽然通胀担忧导致全市场抛售对苹果股价（AAPL美元）的影响最大，但至少有一个值得新闻的进展大多没有引起人们的注意：投资摇滚明星凯西·伍德(Cathie Wood)的ARK Invest大量出售苹果股票。</blockquote></p><p> The dumping of nearly 88,000 AAPL shares worth $10.8 million on Monday, May 10, precedes by about three weeks the anticipated announcement of Warren Buffett’s Berkshire Hathaway’s first quarter portfolio holdings.</p><p><blockquote>5月10日星期一，价值1,080万美元的近88,000股AAPL股票被抛售，距离沃伦·巴菲特(Warren Buffett)伯克希尔·哈撒韦公司(Berkshire Hathaway)第一季度投资组合持股的预期公布还有大约三周时间。</blockquote></p><p> Could ARK’s bearishness towards Apple stock be shared by the Oracle of Omaha, possibly leading to deteriorating investor sentiment? Or will Buffett and team remain “as bullish as it gets”on AAPL?</p><p><blockquote>ARK对苹果股票的看跌情绪是否会得到奥马哈先知的认同，从而可能导致投资者情绪恶化？或者巴菲特和他的团队会继续“尽可能看好”苹果公司吗？</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01ea90e49fbc8967f658cc9e08dbb059\" tg-width=\"1240\" tg-height=\"698\"><span>Figure 1: Warren Buffet, CEO of Berkshire Hathaway.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：伯克希尔·哈撒韦公司首席执行官沃伦·巴菲特。</span></p></blockquote></p><p> <b>Wood: Apple stock = cash-like position</b></p><p><blockquote><b>伍德：苹果股票=类现金头寸</b></blockquote></p><p> My best guess is that ARK Invest’s recent selling of Apple shares does not signal a potential change in Berkshire’s investment thesis on the stock. In fact, it may represent quite the opposite.</p><p><blockquote>我的最佳猜测是，ARK Invest最近出售苹果股票并不意味着Berkshire对该股的投资论点可能发生变化。事实上，它可能代表着完全相反的情况。</blockquote></p><p> Cathie Wood has been clear about why she does not invest more heavily in FAAMG stocks. Her following quote from early 2021 hints at why ARK has just trimmed its Apple position by one-third:</p><p><blockquote>凯西·伍德(Cathie Wood)很清楚为什么她没有更多地投资FAAMG股票。她在2021年初引用的以下内容暗示了为什么ARK刚刚将其苹果头寸削减了三分之一：</blockquote></p><p> “What would encourage us to move back [into FAAMG] is a continuation of what we are seeing now, so that some of our valuations become stretched beyond our minimum hurdle rate of return. We would move back into some of the FAAMGs because we would be treating them essentially as cash-like instruments for our strategy.” The above explanation was offered in January, when high growth and high valuation stocks were on fire. On the heels of price strength, it would make sense for Ms. Wood to sell some of her highflyers and “park” money in established tech names, like Apple.</p><p><blockquote>“鼓励我们重返[FAAMG]的是我们现在所看到的情况的延续，因此我们的一些估值将超出我们的最低门槛回报率。我们将重返一些FAAMG，因为我们基本上将它们视为我们战略的类似现金的工具。”上述解释是在高成长、高估值个股火热的1月份给出的。在价格走强之后，伍德女士出售一些雄心勃勃的公司并将资金“存入”苹果等知名科技公司是有意义的。</blockquote></p><p> Fast forward a few months, and the opposite has been happening in the market. With tech having sold off across the board in the past several weeks, ARK is probably coming “off the sidelines” (not cash in this case, but FAAMG) and putting money back into high growth following price weakness. This is probably what best explains the investment firm’s recent selling of Apple shares.</p><p><blockquote>几个月后，市场上发生了相反的情况。随着过去几周科技股全面抛售，ARK可能会“退出观望”（在这种情况下不是现金，而是FAAMG），并在价格疲软后将资金重新投入高增长。这可能是该投资公司最近出售苹果股票的最佳解释。</blockquote></p><p> <b>Buffett: more likely to buy Apple on the dip</b></p><p><blockquote><b>巴菲特：更可能逢低买入苹果</b></blockquote></p><p> In a way, growth investor Cathie Wood and value mogul Warren Buffett seem to share a similar appreciation for cheap stocks. The difference is that, to Ms. Wood, Apple is a defense play. To Mr. Buffett, Apple is more of an offense move.</p><p><blockquote>在某种程度上，成长型投资者凯西·伍德和价值大亨沃伦·巴菲特似乎对廉价股票有着相似的欣赏。不同的是，对伍德女士来说，苹果是一场防守戏。对巴菲特来说，苹果更多的是一种进攻行动。</blockquote></p><p> Apple shares have been down nearly 13% from the late January peak. Meanwhile, current-year valuations have dropped from a current-year P/E of 30 times three months ago to 24 times now. To a value investor like Warren Buffett, this could be a compelling set up to accumulate shares.</p><p><blockquote>苹果股价较1月底的峰值下跌了近13%。与此同时，本年度估值已从三个月前的30倍本年度市盈率降至现在的24倍。对于像沃伦·巴菲特这样的价值投资者来说，这可能是一个引人注目的积累股票的机会。</blockquote></p><p> The same way that Cathie Wood moved money from Apple to stocks like Coinbase and DraftKings earlier this week, Warren Buffett may have reallocated away from more defensive positions into Apple in the most recent quarter.</p><p><blockquote>就像本周早些时候Cathie Wood将资金从苹果转移到Coinbase和DraftKings等股票一样，Warren Buffett可能在最近一个季度将更具防御性的头寸重新配置到了苹果。</blockquote></p><p> We will know for sure in early June, when Berkshire Hathaway discloses its positions.</p><p><blockquote>我们将在六月初确定，届时伯克希尔哈撒韦公司将披露其头寸。</blockquote></p><p></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>Will Warren Buffett Follow Cathie Wood And Dump Apple Stock?<blockquote>Warren Buffett会追随Cathie Wood抛售苹果股票吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill Warren Buffett Follow Cathie Wood And Dump Apple Stock?<blockquote>Warren Buffett会追随Cathie Wood抛售苹果股票吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-05-17 15:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Cathie Wood’s ARK Invest dumped Apple stock only a few weeks before Warren Buffett’s Berkshire Hathaway reports its first quarter holdings. Could this be a bearish sign?</p><p><blockquote>就在Warren Buffett旗下Berkshire Hathaway公布第一季度持仓量前几周，Cathie Wood的ARK Invest抛售了苹果股票。这可能是看跌信号吗？</blockquote></p><p> An eventful week in the markets has come to an end. While inflation concerns leading to a market-wide selloff impacted Apple stock price ($AAPL) the most, at least one news-worthy development flew mostly under the radar: the large disposal of Apple shares by investment rock star Cathie Wood’s ARK Invest.</p><p><blockquote>市场多事的一周已经结束。虽然通胀担忧导致全市场抛售对苹果股价（AAPL美元）的影响最大，但至少有一个值得新闻的进展大多没有引起人们的注意：投资摇滚明星凯西·伍德(Cathie Wood)的ARK Invest大量出售苹果股票。</blockquote></p><p> The dumping of nearly 88,000 AAPL shares worth $10.8 million on Monday, May 10, precedes by about three weeks the anticipated announcement of Warren Buffett’s Berkshire Hathaway’s first quarter portfolio holdings.</p><p><blockquote>5月10日星期一，价值1,080万美元的近88,000股AAPL股票被抛售，距离沃伦·巴菲特(Warren Buffett)伯克希尔·哈撒韦公司(Berkshire Hathaway)第一季度投资组合持股的预期公布还有大约三周时间。</blockquote></p><p> Could ARK’s bearishness towards Apple stock be shared by the Oracle of Omaha, possibly leading to deteriorating investor sentiment? Or will Buffett and team remain “as bullish as it gets”on AAPL?</p><p><blockquote>ARK对苹果股票的看跌情绪是否会得到奥马哈先知的认同，从而可能导致投资者情绪恶化？或者巴菲特和他的团队会继续“尽可能看好”苹果公司吗？</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01ea90e49fbc8967f658cc9e08dbb059\" tg-width=\"1240\" tg-height=\"698\"><span>Figure 1: Warren Buffet, CEO of Berkshire Hathaway.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：伯克希尔·哈撒韦公司首席执行官沃伦·巴菲特。</span></p></blockquote></p><p> <b>Wood: Apple stock = cash-like position</b></p><p><blockquote><b>伍德：苹果股票=类现金头寸</b></blockquote></p><p> My best guess is that ARK Invest’s recent selling of Apple shares does not signal a potential change in Berkshire’s investment thesis on the stock. In fact, it may represent quite the opposite.</p><p><blockquote>我的最佳猜测是，ARK Invest最近出售苹果股票并不意味着Berkshire对该股的投资论点可能发生变化。事实上，它可能代表着完全相反的情况。</blockquote></p><p> Cathie Wood has been clear about why she does not invest more heavily in FAAMG stocks. Her following quote from early 2021 hints at why ARK has just trimmed its Apple position by one-third:</p><p><blockquote>凯西·伍德(Cathie Wood)很清楚为什么她没有更多地投资FAAMG股票。她在2021年初引用的以下内容暗示了为什么ARK刚刚将其苹果头寸削减了三分之一：</blockquote></p><p> “What would encourage us to move back [into FAAMG] is a continuation of what we are seeing now, so that some of our valuations become stretched beyond our minimum hurdle rate of return. We would move back into some of the FAAMGs because we would be treating them essentially as cash-like instruments for our strategy.” The above explanation was offered in January, when high growth and high valuation stocks were on fire. On the heels of price strength, it would make sense for Ms. Wood to sell some of her highflyers and “park” money in established tech names, like Apple.</p><p><blockquote>“鼓励我们重返[FAAMG]的是我们现在所看到的情况的延续，因此我们的一些估值将超出我们的最低门槛回报率。我们将重返一些FAAMG，因为我们基本上将它们视为我们战略的类似现金的工具。”上述解释是在高成长、高估值个股火热的1月份给出的。在价格走强之后，伍德女士出售一些雄心勃勃的公司并将资金“存入”苹果等知名科技公司是有意义的。</blockquote></p><p> Fast forward a few months, and the opposite has been happening in the market. With tech having sold off across the board in the past several weeks, ARK is probably coming “off the sidelines” (not cash in this case, but FAAMG) and putting money back into high growth following price weakness. This is probably what best explains the investment firm’s recent selling of Apple shares.</p><p><blockquote>几个月后，市场上发生了相反的情况。随着过去几周科技股全面抛售，ARK可能会“退出观望”（在这种情况下不是现金，而是FAAMG），并在价格疲软后将资金重新投入高增长。这可能是该投资公司最近出售苹果股票的最佳解释。</blockquote></p><p> <b>Buffett: more likely to buy Apple on the dip</b></p><p><blockquote><b>巴菲特：更可能逢低买入苹果</b></blockquote></p><p> In a way, growth investor Cathie Wood and value mogul Warren Buffett seem to share a similar appreciation for cheap stocks. The difference is that, to Ms. Wood, Apple is a defense play. To Mr. Buffett, Apple is more of an offense move.</p><p><blockquote>在某种程度上，成长型投资者凯西·伍德和价值大亨沃伦·巴菲特似乎对廉价股票有着相似的欣赏。不同的是，对伍德女士来说，苹果是一场防守戏。对巴菲特来说，苹果更多的是一种进攻行动。</blockquote></p><p> Apple shares have been down nearly 13% from the late January peak. Meanwhile, current-year valuations have dropped from a current-year P/E of 30 times three months ago to 24 times now. To a value investor like Warren Buffett, this could be a compelling set up to accumulate shares.</p><p><blockquote>苹果股价较1月底的峰值下跌了近13%。与此同时，本年度估值已从三个月前的30倍本年度市盈率降至现在的24倍。对于像沃伦·巴菲特这样的价值投资者来说，这可能是一个引人注目的积累股票的机会。</blockquote></p><p> The same way that Cathie Wood moved money from Apple to stocks like Coinbase and DraftKings earlier this week, Warren Buffett may have reallocated away from more defensive positions into Apple in the most recent quarter.</p><p><blockquote>就像本周早些时候Cathie Wood将资金从苹果转移到Coinbase和DraftKings等股票一样，Warren Buffett可能在最近一个季度将更具防御性的头寸重新配置到了苹果。</blockquote></p><p> We will know for sure in early June, when Berkshire Hathaway discloses its positions.</p><p><blockquote>我们将在六月初确定，届时伯克希尔哈撒韦公司将披露其头寸。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/news/will-warren-buffett-follow-cathie-wood-and-dump-apple-stock\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔","AAPL":"苹果","ARKK":"ARK Innovation ETF"},"source_url":"https://www.thestreet.com/apple/news/will-warren-buffett-follow-cathie-wood-and-dump-apple-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174496206","content_text":"Cathie Wood’s ARK Invest dumped Apple stock only a few weeks before Warren Buffett’s Berkshire Hathaway reports its first quarter holdings. Could this be a bearish sign?\nAn eventful week in the markets has come to an end. While inflation concerns leading to a market-wide selloff impacted Apple stock price ($AAPL) the most, at least one news-worthy development flew mostly under the radar: the large disposal of Apple shares by investment rock star Cathie Wood’s ARK Invest.\nThe dumping of nearly 88,000 AAPL shares worth $10.8 million on Monday, May 10, precedes by about three weeks the anticipated announcement of Warren Buffett’s Berkshire Hathaway’s first quarter portfolio holdings.\nCould ARK’s bearishness towards Apple stock be shared by the Oracle of Omaha, possibly leading to deteriorating investor sentiment? Or will Buffett and team remain “as bullish as it gets”on AAPL?\nFigure 1: Warren Buffet, CEO of Berkshire Hathaway.\nWood: Apple stock = cash-like position\nMy best guess is that ARK Invest’s recent selling of Apple shares does not signal a potential change in Berkshire’s investment thesis on the stock. In fact, it may represent quite the opposite.\nCathie Wood has been clear about why she does not invest more heavily in FAAMG stocks. Her following quote from early 2021 hints at why ARK has just trimmed its Apple position by one-third:\n\n “What would encourage us to move back [into FAAMG] is a continuation of what we are seeing now, so that some of our valuations become stretched beyond our minimum hurdle rate of return. We would move back into some of the FAAMGs because we would be treating them essentially as cash-like instruments for our strategy.”\n\nThe above explanation was offered in January, when high growth and high valuation stocks were on fire. On the heels of price strength, it would make sense for Ms. Wood to sell some of her highflyers and “park” money in established tech names, like Apple.\nFast forward a few months, and the opposite has been happening in the market. With tech having sold off across the board in the past several weeks, ARK is probably coming “off the sidelines” (not cash in this case, but FAAMG) and putting money back into high growth following price weakness. This is probably what best explains the investment firm’s recent selling of Apple shares.\nBuffett: more likely to buy Apple on the dip\nIn a way, growth investor Cathie Wood and value mogul Warren Buffett seem to share a similar appreciation for cheap stocks. The difference is that, to Ms. Wood, Apple is a defense play. To Mr. Buffett, Apple is more of an offense move.\nApple shares have been down nearly 13% from the late January peak. Meanwhile, current-year valuations have dropped from a current-year P/E of 30 times three months ago to 24 times now. To a value investor like Warren Buffett, this could be a compelling set up to accumulate shares.\nThe same way that Cathie Wood moved money from Apple to stocks like Coinbase and DraftKings earlier this week, Warren Buffett may have reallocated away from more defensive positions into Apple in the most recent quarter.\nWe will know for sure in early June, when Berkshire Hathaway discloses its positions.","news_type":1,"symbols_score_info":{"AAPL":0.9,"BRK.B":0.9,"BRK.A":0.9,"ARKK":0.9}},"isVote":1,"tweetType":1,"viewCount":812,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":50,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/194304880"}
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