古尔丹的个人主页 - 老虎社区

古尔丹

古尔丹

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2017-09-13

$苹果(AAPL)$ 毫无新意的iPhone8，6/7/8长的一模一样！暴跌吧，黔驴技穷了！

2018-02-13

$唯品会(VIPS)$上涨乏力了，可以考虑落袋

2016-12-13

$中通快递(ZTO)$ 跌到9.99买入

2022-01-27

$老虎证券(TIGR)$听说4块了，回来看看，当年4块进，21出的，留恋一下。

2017-03-07

$中通快递(ZTO)$ 垃圾快跌，老子做空爽着呢

2020-12-24

$拼多多(PDD)$$京东(JD)$ PDD马上是JD的两倍了，真是讽刺

2016-11-10

$动视暴雪(ATVI)$快了，已经破位，35左右介入

2025-11-26

$阿里巴巴(BABA)$ 这就是中概股

2016-11-07

$动视暴雪(ATVI)$快跌到35，我好买

2016-10-28

$动视暴雪(ATVI)$这票貌似没人买

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13:01","market":"us","language":"zh","title":"基金回撤近30%，牛市女皇坚定抄底","url":"https://stock-news.laohu8.com/highlight/detail?id=1151384968","media":"Wind万得","summary":"2021年3月的全球市场似乎是2020年3月的回放，全球市场大跌。只不过2020年3月是普跌，现在是专杀科技股。被誉为牛市女皇的Cathie Wood 是科技股捕手，在本轮大跌中损失尤为惨重，其管理的","content":"<p>2021年3月的全球市场似乎是2020年3月的回放，全球市场大跌。只不过2020年3月是普跌，现在是专杀科技股。被誉为牛市女皇的Cathie Wood 是科技股捕手，在本轮大跌中损失尤为惨重，其管理的旗舰基金回撤幅度约为30%！谈及后市，Cathie Wood 坚定认为，大跌之后，抄底的绝佳机会已经到来。</p>\n<p><img src=\"https://static.tigerbbs.com/fdfd04edae8378e0b4fedda337d88cd1\" tg-width=\"796\" tg-height=\"580\" referrerpolicy=\"no-referrer\"></p>\n<p><b>科技股下跌是因为利率？Cathie Wood不这么认为！</b></p>\n<p>本周，Cathie Wood 接受采访时并没有把近期科技股回撤归因于实际收益率上升。她说：“我们首当其冲，是市场从未以0.5%、1%或1.5%的利率定价。而长时间以来，市场使用的是3%到5%的名义利率定价。但我们不认为这就是市场调整的原因。”</p>\n<p>Cathie Wood继续解释道，债券市场上经历了40年的牛市，所以到现在这个时候，会有很多混乱和一些市场失灵。</p>\n<p>她评论道：“这是一个非常快速的价值转换。我想这就是我们的基金受挫的部分原因。但这也发生在2016年第4季度，在那段时间里，我们的策略反馈也是负面的。当时和现在的观点仍然一致，即牛市正在扩大，以纳入价值股。我们认为从根本上说，牛市正在加强，这将对我们的长期利益发挥作用。”</p>\n<p>Cathie Wood还表示，在抛售中，获得了买入其基金重仓股的绝佳机会；且在这个过程中，对其投资组合的信心更强了。</p>\n<p>对于ARK来说，什么是可怕的呢？Cathie Wood 认为，科技泡沫，市场广度开始收缩，只剩少数几个赢家将是最糟糕的事情。</p>\n<p>当被问及如何应对资金外流时，她表示，会卖出流动性较好的股票，这是战略的一部分。</p>\n<p><b>对<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的信仰不变</b></p>\n<p>特斯拉最近两个月表现极差，下跌趋势确立，期间甚至没有像样的反弹。当Cathie Wood 被问及对特斯拉的最新预测，她仍然表示继续看好该公司。</p>\n<p><img src=\"https://static.tigerbbs.com/32e83670ded8212680a454cc4ead28cc\" tg-width=\"796\" tg-height=\"555\" referrerpolicy=\"no-referrer\"></p>\n<p>Cathie Wood 称，将在一到两个周发布对特斯拉的新预测，有数个原因促使其对特斯拉的信心更坚定了。当其他汽车制造商将电动汽车推向市场时，特斯拉的市场占有率并没有下降。</p>\n<p>Cathie Wood 说：”我们相信马斯克，他在上周末宣布，特斯拉将为任何需要的人提供全方位的驾驶服务，这将比分析师预期的更快地向我们展示实现自主驾驶技术路径。”她认为，特斯拉的自动驾驶技术是处于前沿的，且与其他公司，例如 Waymo 和Cruise的做法是不一样的，因此能够理解市场的误解。</p>\n<p>她继续解释称，特斯拉已经度过了生死攸关的艰难阶段，目前在电池成本和AI芯片方面处于“领先地位”。她还声称，特斯拉收集的数据比“任何人都多”，而且直到最近，特斯拉还能够通过无线更新来提高性能。</p>\n<p><b>比特币最密切的关联资产是房地产</b></p>\n<p>Cathie Wood 认为，比特币与其他资产的关联度很低，最密切应该是房地产。最近一段时间，机构入场明显。</p>\n<p>未来比特币会是什么样子？Cathie Wood预测称：“不管你信不信，我们确实认为它会表现得更像固定收益市场。这种新的资产类别，未来会像股票和债券一样，成为人们投资组合多样化战略的一部分。”</p>\n<p><b>“确保你站在变革的正确一边”</b></p>\n<p>当被问及“大变革”时，Cathie Wood说：“确保你站在变革的正确一边。长期看，金融和能源方面未来面临着极大的挑战。”</p>\n<p>Cathie Wood 认为，在应对赎回时，策略是卖出成熟的、流动性更好的科技股，使整个投资组合回归到更加纯粹的“未来创新领域”，也是在争取在大变革中获得更好的机会。她坚定的表示，目前的市场动向，没有改变其组织的长期展望，反而促使他们对未来变得更加乐观。</p>\n<p>当被问及下一个被低估的公司时，Cathie Wood 称， Invitae 正在积极投资，成为分子诊断领域的领导者，该公司正在“领导基因组革命”。</p>\n<p>追踪基金的数据显示，ARK旗下所有基金都在上周五都出现了资金流出。而正如ARK上周的交易更新披露的那样，Cathie Wood 的策略没有改变：即出售流动性强的大盘股，并将现金转为规模较小的投机性小盘股。</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>基金回撤近30%，牛市女皇坚定抄底</title>\n<style 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}\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n基金回撤近30%，牛市女皇坚定抄底\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2021-03-09 13:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2021年3月的全球市场似乎是2020年3月的回放，全球市场大跌。只不过2020年3月是普跌，现在是专杀科技股。被誉为牛市女皇的Cathie Wood 是科技股捕手，在本轮大跌中损失尤为惨重，其管理的旗舰基金回撤幅度约为30%！谈及后市，Cathie Wood 坚定认为，大跌之后，抄底的绝佳机会已经到来。</p>\n<p><img src=\"https://static.tigerbbs.com/fdfd04edae8378e0b4fedda337d88cd1\" tg-width=\"796\" tg-height=\"580\" referrerpolicy=\"no-referrer\"></p>\n<p><b>科技股下跌是因为利率？Cathie Wood不这么认为！</b></p>\n<p>本周，Cathie Wood 接受采访时并没有把近期科技股回撤归因于实际收益率上升。她说：“我们首当其冲，是市场从未以0.5%、1%或1.5%的利率定价。而长时间以来，市场使用的是3%到5%的名义利率定价。但我们不认为这就是市场调整的原因。”</p>\n<p>Cathie Wood继续解释道，债券市场上经历了40年的牛市，所以到现在这个时候，会有很多混乱和一些市场失灵。</p>\n<p>她评论道：“这是一个非常快速的价值转换。我想这就是我们的基金受挫的部分原因。但这也发生在2016年第4季度，在那段时间里，我们的策略反馈也是负面的。当时和现在的观点仍然一致，即牛市正在扩大，以纳入价值股。我们认为从根本上说，牛市正在加强，这将对我们的长期利益发挥作用。”</p>\n<p>Cathie Wood还表示，在抛售中，获得了买入其基金重仓股的绝佳机会；且在这个过程中，对其投资组合的信心更强了。</p>\n<p>对于ARK来说，什么是可怕的呢？Cathie Wood 认为，科技泡沫，市场广度开始收缩，只剩少数几个赢家将是最糟糕的事情。</p>\n<p>当被问及如何应对资金外流时，她表示，会卖出流动性较好的股票，这是战略的一部分。</p>\n<p><b>对<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的信仰不变</b></p>\n<p>特斯拉最近两个月表现极差，下跌趋势确立，期间甚至没有像样的反弹。当Cathie Wood 被问及对特斯拉的最新预测，她仍然表示继续看好该公司。</p>\n<p><img src=\"https://static.tigerbbs.com/32e83670ded8212680a454cc4ead28cc\" tg-width=\"796\" tg-height=\"555\" referrerpolicy=\"no-referrer\"></p>\n<p>Cathie Wood 称，将在一到两个周发布对特斯拉的新预测，有数个原因促使其对特斯拉的信心更坚定了。当其他汽车制造商将电动汽车推向市场时，特斯拉的市场占有率并没有下降。</p>\n<p>Cathie Wood 说：”我们相信马斯克，他在上周末宣布，特斯拉将为任何需要的人提供全方位的驾驶服务，这将比分析师预期的更快地向我们展示实现自主驾驶技术路径。”她认为，特斯拉的自动驾驶技术是处于前沿的，且与其他公司，例如 Waymo 和Cruise的做法是不一样的，因此能够理解市场的误解。</p>\n<p>她继续解释称，特斯拉已经度过了生死攸关的艰难阶段，目前在电池成本和AI芯片方面处于“领先地位”。她还声称，特斯拉收集的数据比“任何人都多”，而且直到最近，特斯拉还能够通过无线更新来提高性能。</p>\n<p><b>比特币最密切的关联资产是房地产</b></p>\n<p>Cathie Wood 认为，比特币与其他资产的关联度很低，最密切应该是房地产。最近一段时间，机构入场明显。</p>\n<p>未来比特币会是什么样子？Cathie Wood预测称：“不管你信不信，我们确实认为它会表现得更像固定收益市场。这种新的资产类别，未来会像股票和债券一样，成为人们投资组合多样化战略的一部分。”</p>\n<p><b>“确保你站在变革的正确一边”</b></p>\n<p>当被问及“大变革”时，Cathie Wood说：“确保你站在变革的正确一边。长期看，金融和能源方面未来面临着极大的挑战。”</p>\n<p>Cathie Wood 认为，在应对赎回时，策略是卖出成熟的、流动性更好的科技股，使整个投资组合回归到更加纯粹的“未来创新领域”，也是在争取在大变革中获得更好的机会。她坚定的表示，目前的市场动向，没有改变其组织的长期展望，反而促使他们对未来变得更加乐观。</p>\n<p>当被问及下一个被低估的公司时，Cathie Wood 称， Invitae 正在积极投资，成为分子诊断领域的领导者，该公司正在“领导基因组革命”。</p>\n<p>追踪基金的数据显示，ARK旗下所有基金都在上周五都出现了资金流出。而正如ARK上周的交易更新披露的那样，Cathie Wood 的策略没有改变：即出售流动性强的大盘股，并将现金转为规模较小的投机性小盘股。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bc6264fca4424975bd73bf84005bdc46","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151384968","content_text":"2021年3月的全球市场似乎是2020年3月的回放，全球市场大跌。只不过2020年3月是普跌，现在是专杀科技股。被誉为牛市女皇的Cathie Wood 是科技股捕手，在本轮大跌中损失尤为惨重，其管理的旗舰基金回撤幅度约为30%！谈及后市，Cathie Wood 坚定认为，大跌之后，抄底的绝佳机会已经到来。\n\n科技股下跌是因为利率？Cathie Wood不这么认为！\n本周，Cathie Wood 接受采访时并没有把近期科技股回撤归因于实际收益率上升。她说：“我们首当其冲，是市场从未以0.5%、1%或1.5%的利率定价。而长时间以来，市场使用的是3%到5%的名义利率定价。但我们不认为这就是市场调整的原因。”\nCathie Wood继续解释道，债券市场上经历了40年的牛市，所以到现在这个时候，会有很多混乱和一些市场失灵。\n她评论道：“这是一个非常快速的价值转换。我想这就是我们的基金受挫的部分原因。但这也发生在2016年第4季度，在那段时间里，我们的策略反馈也是负面的。当时和现在的观点仍然一致，即牛市正在扩大，以纳入价值股。我们认为从根本上说，牛市正在加强，这将对我们的长期利益发挥作用。”\nCathie Wood还表示，在抛售中，获得了买入其基金重仓股的绝佳机会；且在这个过程中，对其投资组合的信心更强了。\n对于ARK来说，什么是可怕的呢？Cathie Wood 认为，科技泡沫，市场广度开始收缩，只剩少数几个赢家将是最糟糕的事情。\n当被问及如何应对资金外流时，她表示，会卖出流动性较好的股票，这是战略的一部分。\n对特斯拉的信仰不变\n特斯拉最近两个月表现极差，下跌趋势确立，期间甚至没有像样的反弹。当Cathie Wood 被问及对特斯拉的最新预测，她仍然表示继续看好该公司。\n\nCathie Wood 称，将在一到两个周发布对特斯拉的新预测，有数个原因促使其对特斯拉的信心更坚定了。当其他汽车制造商将电动汽车推向市场时，特斯拉的市场占有率并没有下降。\nCathie Wood 说：”我们相信马斯克，他在上周末宣布，特斯拉将为任何需要的人提供全方位的驾驶服务，这将比分析师预期的更快地向我们展示实现自主驾驶技术路径。”她认为，特斯拉的自动驾驶技术是处于前沿的，且与其他公司，例如 Waymo 和Cruise的做法是不一样的，因此能够理解市场的误解。\n她继续解释称，特斯拉已经度过了生死攸关的艰难阶段，目前在电池成本和AI芯片方面处于“领先地位”。她还声称，特斯拉收集的数据比“任何人都多”，而且直到最近，特斯拉还能够通过无线更新来提高性能。\n比特币最密切的关联资产是房地产\nCathie Wood 认为，比特币与其他资产的关联度很低，最密切应该是房地产。最近一段时间，机构入场明显。\n未来比特币会是什么样子？Cathie Wood预测称：“不管你信不信，我们确实认为它会表现得更像固定收益市场。这种新的资产类别，未来会像股票和债券一样，成为人们投资组合多样化战略的一部分。”\n“确保你站在变革的正确一边”\n当被问及“大变革”时，Cathie Wood说：“确保你站在变革的正确一边。长期看，金融和能源方面未来面临着极大的挑战。”\nCathie Wood 认为，在应对赎回时，策略是卖出成熟的、流动性更好的科技股，使整个投资组合回归到更加纯粹的“未来创新领域”，也是在争取在大变革中获得更好的机会。她坚定的表示，目前的市场动向，没有改变其组织的长期展望，反而促使他们对未来变得更加乐观。\n当被问及下一个被低估的公司时，Cathie Wood 称， Invitae 正在积极投资，成为分子诊断领域的领导者，该公司正在“领导基因组革命”。\n追踪基金的数据显示，ARK旗下所有基金都在上周五都出现了资金流出。而正如ARK上周的交易更新披露的那样，Cathie Wood 的策略没有改变：即出售流动性强的大盘股，并将现金转为规模较小的投机性小盘股。","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314408129,"gmtCreate":1612364972861,"gmtModify":1703760950494,"author":{"id":"20563620468725","authorId":"20563620468725","name":"古尔丹","avatar":"https://static.tigerbbs.com/25f5088946614737643d8b564911030d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"20563620468725","idStr":"20563620468725"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> 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