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2023-11-14

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America’s Largest Pension Raised Bets on Tesla, Rivian, and Palantir Shares<blockquote>美国最大的养老金公司加大了对特斯拉、Rivian和 Palantir 股票的押注</blockquote>

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":241208126087192,"tweetId":"241208126087192","gmtCreate":1699909350772,"gmtModify":1699909352062,"author":{"id":4110531690656330,"idStr":"4110531690656330","authorId":4110531690656330,"authorIdStr":"4110531690656330","name":"老 A","avatar":"https://static.tigerbbs.com/6413bf026a16da3a44b6eeef38823873","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>这篇文章不错，转发给大家看看</body></html>","htmlText":"<html><head></head><body>这篇文章不错，转发给大家看看</body></html>","text":"这篇文章不错，转发给大家看看","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/241208126087192","repostId":2382819747,"repostType":2,"repost":{"id":"2382819747","kind":"highlight","pubTimestamp":1699846447,"share":"https://www.laohunote.com/m/news/2382819747?lang=zh_CN&edition=full","pubTime":"2023-11-13 11:34","market":"us","language":"en","title":"America’s Largest Pension Raised Bets on Tesla, Rivian, and Palantir Shares<blockquote>美国最大的养老金公司加大了对特斯拉、Rivian和 Palantir 股票的押注</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2382819747","media":"marketwatch","summary":"Tesla’s latest earnings disappointed investors. Its price cuts are hitting the bottom line. Justin Sullivan/Getty Images America’s largest public pension by assets has rejig","content":"<html><head></head><body>America’s largest public pension by assets has rejiggered its tech investments, bulking up an already large bet on electric vehicles.<blockquote><html><head></head><body>美国资产规模最大的公共养老金机构重新调整了其科技投资，加大了对电动汽车的押注。</body></html></blockquote>California Public Employees’ Retirement System increased investments in EV makers Tesla (ticker: TSLA) and Rivian Automotive (RIVN), bought more shares of software firm Palantir Technologies (PLTR), and sold some of its stake in Oracle (ORCL) in the third quarter. Calpers, as the pension is known, disclosed the stock trades, among others, in a form it filed with the Securities and Exchange Commission.<blockquote>加州公共雇员退休系统增加了对电动汽车制造商特斯拉（股票代码：TSLA）和Rivian汽车（RIVN）的投资，购买了更多软件公司 Palantir Technologies（PLTR）的股票，并在第三季度出售了其在甲骨文（ORCL）的部分股份。Calpers（该养老金被称为 Calpers）在向美国证券交易委员会提交的表格中披露了股票交易等信息。</blockquote>Calpers declined to comment on the investment changes. The pension, which manages more than $450 billion in assets, is searching for a new chief investment officer. It has had at least six CIOs over the past two decades, while Investment chiefs at the 25 largest U.S. pension systems stay in their roles an average of six to seven years.<blockquote>Calpers拒绝对投资变化发表评论。该养老金管理着超过 4500 亿美元的资产，正在寻找新的首席投资官。过去二十年来，该公司至少有六位首席信息官，而美国 25 家最大养老金系统的投资负责人平均任职六到七年。</blockquote>Calpers bought 2.3 million more Tesla shares to end the third quarter with 9.0 million shares. Tesla stock doubled in the first nine months of 2023, after a 65% plunge in 2022, but so far in the fourth quarter, shares are down 14%.<blockquote>Calpers 在第三季度末又购买了 230 万股特斯拉股票，持有 900 万股。特斯拉股价在 2022 年暴跌 65% 后，在 2023 年前 9 个月翻了一番，但第四季度迄今为止，股价已下跌 14%。</blockquote>In comparison, the S&amp;P 500 index rose 12% in the first nine months of 2023, after a 19% drop last year. It has risen 3.0% this quarter.<blockquote>相比之下，标普500指数在去年下跌 19% 后，在 2023 年前 9 个月上涨了 12%。本季度上涨了3.0%。</blockquote>Tesla’s third-quarter earnings, reported in October, came up short as price cuts have eaten into the bottom line. One analyst referred to it as a “mini-disaster,” but others are upbeat about Tesla’s self-driving software becoming a major business line for the company.<blockquote>特斯拉 10 月份公布的第三季度财报未达预期，原因是降价侵蚀了利润。一位分析师称其为 “小型灾难”，但其他人则对特斯拉的自动驾驶软件成为该公司的主要业务线持乐观态度。</blockquote><h4 id=\"id_2551789254\">Newsletter Sign-up</h4>In contrast to Tesla, Rivian reported a stronger-than-expected third quarter in early November, and raised production guidance. The report, however, came after Rivian in October lowered its forecast of sales for the quarter, and said it would raise more funds by issuing convertible notes. Rivian CEO RJ Scaringe just got a raise in his base salary to $1 million a year from $650,000, the company announced in late August.<blockquote><h4 id=\"id_2551789254\">时事通讯注册</h4>与特斯拉形成鲜明对比的是，Rivian在 11 月初公布的第三季度业绩强于预期，并上调了生产指引。然而，该报告是在Rivian 10 月份下调本季度销售预测并表示将通过发行可转换票据筹集更多资金之后发布的。Rivian首席执行官 RJ Scaringe 在 8 月底宣布，他的基本工资刚刚从 65 万美元提高到 100 万美元。</blockquote>Rivian stock gained 32% in the first nine months of 2023, after cratering 82% in 2022. So far in the fourth quarter, shares are down 37%. Calpers bought 215,405 more Rivian shares to end the third quarter with 976,594 shares.<blockquote>Rivian股价在 2022 年暴跌 82% 后，在 2023 年前 9 个月上涨了 32%。第四季度迄今为止，股价下跌了 37%。Calpers 在第三季度末又购买了 215,405 股Rivian股票，持有 976,594 股。</blockquote>Palantir stock surged 150% in the first nine months of 2023, after a 65% dive in 2022. So far in the fourth quarter, shares are up 23%. The pension bought 758,727 more Palantir shares to end the third quarter with 3.5 million shares.<blockquote>Palantir 股价在 2022 年暴跌 65% 后，在 2023 年前 9 个月飙升 150%。第四季度迄今为止，股价上涨了 23%。养老金在第三季度末又购买了 758,727 股 Palantir 股票，持有 350 万股。</blockquote>Palantir’s earnings reports have been strong this year. CEO Alex Karp told Barron’s in August that Palantir will become “the most important enterprise company in the world,” driven by its work on artificial intelligence.<blockquote>Palantir 今年的财报表现强劲。首席执行官亚历克斯·卡普告诉巴伦今年 8 月，Palantir 将成为 “世界上最重要的企业公司”，这得益于其在人工智能方面的工作。</blockquote>In early September, a disappointing fiscal-first-quarter report and outlook sent Oracle stock tumbling for its worst single trading day in two decades. Later that month, at the annual Oracle Cloud World conference, the company reiterated a previous forecast for $65 billion in revenue by the May 2026 fiscal year, and that it received a $1.5 billion AI pact. Also, Oracle has been pitching itself to potential customers as a lower-cost cloud-computing solution.<blockquote>9月初，令人失望的第一财季报告和展望导致甲骨文股价暴跌，创下二十年来最糟糕的单一交易日。当月晚些时候，在一年一度的甲骨文云世界大会上，该公司重申了之前对 2026 年 5 月财年收入达到 650 亿美元的预测，并获得了 15 亿美元的人工智能协议。此外，甲骨文一直在向潜在客户推销自己是一种低成本的云计算解决方案。</blockquote>Oracle stock rose 30% in the first nine months of 2023, wiping out a 6.3% drop in 2022. So far in the fourth quarter, shares are up 6.7%. Calpers sold one million Oracle shares in the third quarter to lower its investment to seven million shares.<blockquote>甲骨文股价在 2023 年前 9 个月上涨了 30%，抵消了 2022 年 6.3% 的跌幅。第四季度迄今为止，股价上涨了 6.7%。Calpers在第三季度出售了100万股甲骨文股票，将其投资减少到700万股。</blockquote></body></html><blockquote></blockquote>","source":"mwatch_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>America’s Largest Pension Raised Bets on Tesla, Rivian, and Palantir Shares<blockquote>美国最大的养老金公司加大了对特斯拉、Rivian和 Palantir 股票的押注</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\">\nAmerica’s Largest Pension Raised Bets on Tesla, Rivian, and Palantir Shares<blockquote>美国最大的养老金公司加大了对特斯拉、Rivian和 Palantir 股票的押注</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nmarketwatch2023-11-13 11:34\n\n</h4>\n</header>\n<article>\n<html><head></head><body>America’s largest public pension by assets has rejiggered its tech investments, bulking up an already large bet on electric vehicles.<blockquote><html><head></head><body>美国资产规模最大的公共养老金机构重新调整了其科技投资，加大了对电动汽车的押注。</body></html></blockquote>California Public Employees’ Retirement System increased investments in EV makers Tesla (ticker: TSLA) and Rivian Automotive (RIVN), bought more shares of software firm Palantir Technologies (PLTR), and sold some of its stake in Oracle (ORCL) in the third quarter. Calpers, as the pension is known, disclosed the stock trades, among others, in a form it filed with the Securities and Exchange Commission.<blockquote>加州公共雇员退休系统增加了对电动汽车制造商特斯拉（股票代码：TSLA）和Rivian汽车（RIVN）的投资，购买了更多软件公司 Palantir Technologies（PLTR）的股票，并在第三季度出售了其在甲骨文（ORCL）的部分股份。Calpers（该养老金被称为 Calpers）在向美国证券交易委员会提交的表格中披露了股票交易等信息。</blockquote>Calpers declined to comment on the investment changes. The pension, which manages more than $450 billion in assets, is searching for a new chief investment officer. It has had at least six CIOs over the past two decades, while Investment chiefs at the 25 largest U.S. pension systems stay in their roles an average of six to seven years.<blockquote>Calpers拒绝对投资变化发表评论。该养老金管理着超过 4500 亿美元的资产，正在寻找新的首席投资官。过去二十年来，该公司至少有六位首席信息官，而美国 25 家最大养老金系统的投资负责人平均任职六到七年。</blockquote>Calpers bought 2.3 million more Tesla shares to end the third quarter with 9.0 million shares. Tesla stock doubled in the first nine months of 2023, after a 65% plunge in 2022, but so far in the fourth quarter, shares are down 14%.<blockquote>Calpers 在第三季度末又购买了 230 万股特斯拉股票，持有 900 万股。特斯拉股价在 2022 年暴跌 65% 后，在 2023 年前 9 个月翻了一番，但第四季度迄今为止，股价已下跌 14%。</blockquote>In comparison, the S&amp;P 500 index rose 12% in the first nine months of 2023, after a 19% drop last year. It has risen 3.0% this quarter.<blockquote>相比之下，标普500指数在去年下跌 19% 后，在 2023 年前 9 个月上涨了 12%。本季度上涨了3.0%。</blockquote>Tesla’s third-quarter earnings, reported in October, came up short as price cuts have eaten into the bottom line. One analyst referred to it as a “mini-disaster,” but others are upbeat about Tesla’s self-driving software becoming a major business line for the company.<blockquote>特斯拉 10 月份公布的第三季度财报未达预期，原因是降价侵蚀了利润。一位分析师称其为 “小型灾难”，但其他人则对特斯拉的自动驾驶软件成为该公司的主要业务线持乐观态度。</blockquote><h4 id=\"id_2551789254\">Newsletter Sign-up</h4>In contrast to Tesla, Rivian reported a stronger-than-expected third quarter in early November, and raised production guidance. The report, however, came after Rivian in October lowered its forecast of sales for the quarter, and said it would raise more funds by issuing convertible notes. Rivian CEO RJ Scaringe just got a raise in his base salary to $1 million a year from $650,000, the company announced in late August.<blockquote><h4 id=\"id_2551789254\">时事通讯注册</h4>与特斯拉形成鲜明对比的是，Rivian在 11 月初公布的第三季度业绩强于预期，并上调了生产指引。然而，该报告是在Rivian 10 月份下调本季度销售预测并表示将通过发行可转换票据筹集更多资金之后发布的。Rivian首席执行官 RJ Scaringe 在 8 月底宣布，他的基本工资刚刚从 65 万美元提高到 100 万美元。</blockquote>Rivian stock gained 32% in the first nine months of 2023, after cratering 82% in 2022. So far in the fourth quarter, shares are down 37%. Calpers bought 215,405 more Rivian shares to end the third quarter with 976,594 shares.<blockquote>Rivian股价在 2022 年暴跌 82% 后，在 2023 年前 9 个月上涨了 32%。第四季度迄今为止，股价下跌了 37%。Calpers 在第三季度末又购买了 215,405 股Rivian股票，持有 976,594 股。</blockquote>Palantir stock surged 150% in the first nine months of 2023, after a 65% dive in 2022. So far in the fourth quarter, shares are up 23%. The pension bought 758,727 more Palantir shares to end the third quarter with 3.5 million shares.<blockquote>Palantir 股价在 2022 年暴跌 65% 后，在 2023 年前 9 个月飙升 150%。第四季度迄今为止，股价上涨了 23%。养老金在第三季度末又购买了 758,727 股 Palantir 股票，持有 350 万股。</blockquote>Palantir’s earnings reports have been strong this year. CEO Alex Karp told Barron’s in August that Palantir will become “the most important enterprise company in the world,” driven by its work on artificial intelligence.<blockquote>Palantir 今年的财报表现强劲。首席执行官亚历克斯·卡普告诉巴伦今年 8 月，Palantir 将成为 “世界上最重要的企业公司”，这得益于其在人工智能方面的工作。</blockquote>In early September, a disappointing fiscal-first-quarter report and outlook sent Oracle stock tumbling for its worst single trading day in two decades. Later that month, at the annual Oracle Cloud World conference, the company reiterated a previous forecast for $65 billion in revenue by the May 2026 fiscal year, and that it received a $1.5 billion AI pact. Also, Oracle has been pitching itself to potential customers as a lower-cost cloud-computing solution.<blockquote>9月初，令人失望的第一财季报告和展望导致甲骨文股价暴跌，创下二十年来最糟糕的单一交易日。当月晚些时候，在一年一度的甲骨文云世界大会上，该公司重申了之前对 2026 年 5 月财年收入达到 650 亿美元的预测，并获得了 15 亿美元的人工智能协议。此外，甲骨文一直在向潜在客户推销自己是一种低成本的云计算解决方案。</blockquote>Oracle stock rose 30% in the first nine months of 2023, wiping out a 6.3% drop in 2022. So far in the fourth quarter, shares are up 6.7%. Calpers sold one million Oracle shares in the third quarter to lower its investment to seven million shares.<blockquote>甲骨文股价在 2023 年前 9 个月上涨了 30%，抵消了 2022 年 6.3% 的跌幅。第四季度迄今为止，股价上涨了 6.7%。Calpers在第三季度出售了100万股甲骨文股票，将其投资减少到700万股。</blockquote></body></html><blockquote></blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/articles/tesla-stock-rivian-palantir-oracle-4cfc2990?mod=newsviewer_click\">marketwatch</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","RIVN":"Rivian Automotive, Inc.","TSLL":"2倍做多TSLA ETF-Direxion"},"source_url":"https://www.marketwatch.com/articles/tesla-stock-rivian-palantir-oracle-4cfc2990?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2382819747","content_text":"America’s largest public pension by assets has rejiggered its tech investments, bulking up an already large bet on electric vehicles.California Public Employees’ Retirement System increased investments in EV makers Tesla (ticker: TSLA) and Rivian Automotive (RIVN), bought more shares of software firm Palantir Technologies (PLTR), and sold some of its stake in Oracle (ORCL) in the third quarter. Calpers, as the pension is known, disclosed the stock trades, among others, in a form it filed with the Securities and Exchange Commission.Calpers declined to comment on the investment changes. The pension, which manages more than $450 billion in assets, is searching for a new chief investment officer. It has had at least six CIOs over the past two decades, while Investment chiefs at the 25 largest U.S. pension systems stay in their roles an average of six to seven years.Calpers bought 2.3 million more Tesla shares to end the third quarter with 9.0 million shares. Tesla stock doubled in the first nine months of 2023, after a 65% plunge in 2022, but so far in the fourth quarter, shares are down 14%.In comparison, the S&P 500 index rose 12% in the first nine months of 2023, after a 19% drop last year. It has risen 3.0% this quarter.Tesla’s third-quarter earnings, reported in October, came up short as price cuts have eaten into the bottom line. One analyst referred to it as a “mini-disaster,” but others are upbeat about Tesla’s self-driving software becoming a major business line for the company.Newsletter Sign-upIn contrast to Tesla, Rivian reported a stronger-than-expected third quarter in early November, and raised production guidance. The report, however, came after Rivian in October lowered its forecast of sales for the quarter, and said it would raise more funds by issuing convertible notes. Rivian CEO RJ Scaringe just got a raise in his base salary to $1 million a year from $650,000, the company announced in late August.Rivian stock gained 32% in the first nine months of 2023, after cratering 82% in 2022. So far in the fourth quarter, shares are down 37%. Calpers bought 215,405 more Rivian shares to end the third quarter with 976,594 shares.Palantir stock surged 150% in the first nine months of 2023, after a 65% dive in 2022. So far in the fourth quarter, shares are up 23%. The pension bought 758,727 more Palantir shares to end the third quarter with 3.5 million shares.Palantir’s earnings reports have been strong this year. CEO Alex Karp told Barron’s in August that Palantir will become “the most important enterprise company in the world,” driven by its work on artificial intelligence.In early September, a disappointing fiscal-first-quarter report and outlook sent Oracle stock tumbling for its worst single trading day in two decades. Later that month, at the annual Oracle Cloud World conference, the company reiterated a previous forecast for $65 billion in revenue by the May 2026 fiscal year, and that it received a $1.5 billion AI pact. Also, Oracle has been pitching itself to potential customers as a lower-cost cloud-computing solution.Oracle stock rose 30% in the first nine months of 2023, wiping out a 6.3% drop in 2022. So far in the fourth quarter, shares are up 6.7%. Calpers sold one million Oracle shares in the third quarter to lower its investment to seven million shares.","news_type":1,"symbols_score_info":{"TSLA":0.6,"TSLL":0.75,"RIVN":1}},"isVote":1,"tweetType":1,"viewCount":1468,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":27,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/241208126087192"}