贞候的个人主页 - 老虎社区

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05-23

$派格生物医药-B(02565)$ [微笑] 中，升

05-16

$宁德时代(03750)$ 不知道能不能加个鸡腿

04-16

38美元

02-27

$蜜雪集团(02097)$ 两签

2024-10-18

这篇文章不错，转发给大家看看

@小韭儿:几天不见稳稳的幸福[得意] 今天跟一个年少得志的老前辈聊天，有很多心得，也跟大家共勉： 1、做A股，不要做A股的死多头也不要做A股的大空头，要坚决做A股的老滑头。 2、坚定看好美帝资本主义市场看好大型科技股。 3、人的蜕变都是在巨大的痛苦之后脱胎换骨重新出发🛫 加油👏让我们共同期待美好的未$英伟达(NVDA)$ $特斯拉(TSLA)$

2023-08-29

$蔚来(NIO)$ 这样下去，我看距离换帅不远了

2022-07-20

转

半年暴涨223%！做空明星科技股，这家对冲基金业绩大逆转

2022-04-14

看到有人花心思写文章，我就放心了，慢慢磨呗

抱歉，原内容已删除

2021-11-12

$蔚来(NIO)$国策当前，非要演………也是服气

2021-11-05

$蔚来(NIO)$搞到 41.62吧

2021-11-02

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2021-10-28

$富途控股(FUTU)$我只是想价投

2021-06-17

$科济药业-B(02171)$捞不捞

2021-03-22

$RLX科技(RLX)$知道啥叫烟草专卖制度不？这是加点税的事吗……卷烟的有关规定执行

2021-01-15

$Playtika Holding Corp.(PLTK)$各位大神，都中了多少啊？

2021-01-11

卖中药伟哥的呗

抱歉，原内容已删除

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两签","images":[{"img":"https://static.tigerbbs.com/f1759e97128422e44088e1765a336fa8","width":"900","height":"1545"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/408057003401784","isVote":1,"tweetType":1,"viewCount":5044,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3495752422317040","authorId":"3495752422317040","name":"寂寞一根烟.","avatar":"https://static.tigerbbs.com/b9971fed0c28a4b06e1b594a3fb63b53","crmLevel":7,"crmLevelSwitch":1,"idStr":"3495752422317040","authorIdStr":"3495752422317040"},"content":"你这是打了多少","text":"你这是打了多少","html":"你这是打了多少"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":361174058401920,"gmtCreate":1729212776737,"gmtModify":1729212778634,"author":{"id":"3567561555287686","authorId":"3567561555287686","name":"贞候","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567561555287686","authorIdStr":"3567561555287686"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361174058401920","repostId":"361046424236256","repostType":1,"repost":{"id":361046424236256,"gmtCreate":1729181614618,"gmtModify":1729330803310,"author":{"id":"3571292989058983","authorId":"3571292989058983","name":"小韭儿","avatar":"https://static.tigerbbs.com/5fcdb6ed1619b21858f8dcc933468150","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571292989058983","authorIdStr":"3571292989058983"},"themes":[],"htmlText":"几天不见 稳稳的幸福[得意]&nbsp;&nbsp; 今天跟一个年少得志的老前辈聊天，有很多心得，也跟大家共勉： 1、做A股，不要做A股的死多头也不要做A股的大空头，要坚决做A股的老滑头。 2、坚定看好美帝资本主义市场看好大型科技股。 3、人的蜕变都是在巨大的痛苦之后脱胎换骨重新出发🛫 加油👏让我们共同期待美好的未<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp;","listText":"几天不见 稳稳的幸福[得意]&nbsp;&nbsp; 今天跟一个年少得志的老前辈聊天，有很多心得，也跟大家共勉： 1、做A股，不要做A股的死多头也不要做A股的大空头，要坚决做A股的老滑头。 2、坚定看好美帝资本主义市场看好大型科技股。 3、人的蜕变都是在巨大的痛苦之后脱胎换骨重新出发🛫 加油👏让我们共同期待美好的未<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp;","text":"几天不见 稳稳的幸福[得意] 今天跟一个年少得志的老前辈聊天，有很多心得，也跟大家共勉： 1、做A股，不要做A股的死多头也不要做A股的大空头，要坚决做A股的老滑头。 2、坚定看好美帝资本主义市场看好大型科技股。 3、人的蜕变都是在巨大的痛苦之后脱胎换骨重新出发🛫 加油👏让我们共同期待美好的未$英伟达(NVDA)$ $特斯拉(TSLA)$","images":[{"img":"https://static.tigerbbs.com/25df6510eef412475b2670927f5daaeb","width":"980","height":"616"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361046424236256","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":214138409005176,"gmtCreate":1693320650000,"gmtModify":1693320650929,"author":{"id":"3567561555287686","authorId":"3567561555287686","name":"贞候","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567561555287686","authorIdStr":"3567561555287686"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>这样下去，我看距离换帅不远了","listText":"<a 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这样下去，我看距离换帅不远了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/214138409005176","isVote":1,"tweetType":1,"viewCount":1806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":686689026,"gmtCreate":1658294677866,"gmtModify":1704869507907,"author":{"id":"3567561555287686","authorId":"3567561555287686","name":"贞候","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567561555287686","authorIdStr":"3567561555287686"},"themes":[],"htmlText":"转","listText":"转","text":"转","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/686689026","repostId":"1160182747","repostType":2,"repost":{"id":"1160182747","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1045080548","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1658287357,"share":"https://www.laohu8.com/m/news/1160182747?lang=&edition=full","pubTime":"2022-07-20 11:22","market":"us","language":"zh","title":"半年暴涨223%！做空明星科技股，这家对冲基金业绩大逆转","url":"https://stock-news.laohu8.com/highlight/detail?id=1160182747","media":"华尔街见闻","summary":"今年，大部分专注于成长股的对冲基金录得巨额亏损，但Coltrane却获利颇丰。2020年末，纽约对冲基金Coltrane Asset Management创始人Mandeep Manku做出一次重大押","content":"<html><head></head><body><p>今年，大部分专注于成长股的对冲基金录得巨额亏损，但Coltrane却获利颇丰。</p><p>2020年末，纽约对冲基金Coltrane Asset Management创始人Mandeep Manku做出一次重大押注。</p><p>当时，受新冠疫情的影响，全球股市暴跌，对冲基金Coltrane也遭受重创，<b>Manku决定改变Coltrane投资组合，从备受青睐的廉价欧洲公司转向做空美国高增长的明星科技股。</b>彼时许多美国科技股的交易价格已超过其收入的10倍，投资者的热情相对集中。</p><p>Coltrane在2020年9月的一次演讲中告诉客户，在这种情况下，投资者总是以糟糕的结局收场。</p><p>然而，到了2020年底，科技股带动美股反弹，Coltrane做空科技股的行为令其损失惨重，<b>在当年亏损了56%。尽管Coltrane的业绩在2021年反弹了19%，但截止到今年1月，其资产规模降至不到2亿美元，较之前10亿美元的管理规模缩水80%。</b></p><p><b>但这并不是最终结局，Manku顶住了压力，坚持做空，最后终于熬到科技股暴跌，Coltrane的业绩也迎来大逆转。</b></p><p>据媒体报道，知情人士透露称，<b>截至今年6月，Coltrane收益暴涨223%，为今年收益涨幅最大的对冲基金之一。</b></p><p>欧洲对冲基金公司Lansdowne Partners前董事会主席Stuart Roden对此表示，Manku是一个有信念的基金经理，他并没有在错误的时间放弃，这是非常难得的。Roden说：</p><blockquote>我担心的不是这笔交易，这笔交易的分析是可靠的，关键是Manku能否坚持到底。我们这一行，许多分析正确的基金经理最终无法坚持到最后，像这种情况，往往要不是基金终止，就是投资人退出。</blockquote><p>今年，大部分专注于成长股的对冲基金录得巨额亏损，但Coltrane却获利颇丰。Coltrane成功地押注了Netflix和Peloton等疫情受益股的股价下跌，Meta、视频游戏平台Roblox和电动皮卡制造商Rivian也是其做空目标。一位熟悉该基金的人士透露，对今年股价暴跌约90%的二手车零售商Carvana的押注为其贡献了9%的收益。</p><p>Manku和他的团队将这项押注维持了两年，随着股价下跌，Coltrane通过买入看跌期权来获得大幅回报，并在交易中循环进出，加大了押注。</p><p>Manku曾告诉客户，这些公司在新冠期间出现的高速增长不会像他们的管理团队和股东预期的那样继续下去。在快速增长的公司里，大量内部交易也是一个明显信号。那些最了解这些公司前景的人正在撤出他们的资本。</p><p>面对耀眼的成绩，Manku在接受媒体采访时表示，Coltrane今年的回报只是反映了一个时刻，长期表现才是最重要的。<b>自2012年该基金创立之初至今年6月，该基金的平均年收益率为19%。</b></p><p>Manku在一份声明中表示：</p><blockquote>成功就是找到符合自己世界观的方法，并始终如一的坚持，保持脚踏实地和冷静。我们仍处于旅程的开始阶段，但我们已经吸取了一些宝贵的教训。</blockquote></body></html>","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>半年暴涨223%！做空明星科技股，这家对冲基金业绩大逆转</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; 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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半年暴涨223%！做空明星科技股，这家对冲基金业绩大逆转\n</h2>\n\n<h4 class=\"meta\">\n\n2022-07-20 11:22 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年，大部分专注于成长股的对冲基金录得巨额亏损，但Coltrane却获利颇丰。2020年末，纽约对冲基金Coltrane Asset Management创始人Mandeep Manku做出一次重大押注。当时，受新冠疫情的影响，全球股市暴跌，对冲基金Coltrane也遭受重创，Manku决定改变Coltrane投资组合，从备受青睐的廉价欧洲公司转向做空美国高增长的明星科技股。彼时许多美国科技股的...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/96819b78df36696eeccbf03ebd7c466d","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160182747","content_text":"今年，大部分专注于成长股的对冲基金录得巨额亏损，但Coltrane却获利颇丰。2020年末，纽约对冲基金Coltrane Asset Management创始人Mandeep Manku做出一次重大押注。当时，受新冠疫情的影响，全球股市暴跌，对冲基金Coltrane也遭受重创，Manku决定改变Coltrane投资组合，从备受青睐的廉价欧洲公司转向做空美国高增长的明星科技股。彼时许多美国科技股的交易价格已超过其收入的10倍，投资者的热情相对集中。Coltrane在2020年9月的一次演讲中告诉客户，在这种情况下，投资者总是以糟糕的结局收场。然而，到了2020年底，科技股带动美股反弹，Coltrane做空科技股的行为令其损失惨重，在当年亏损了56%。尽管Coltrane的业绩在2021年反弹了19%，但截止到今年1月，其资产规模降至不到2亿美元，较之前10亿美元的管理规模缩水80%。但这并不是最终结局，Manku顶住了压力，坚持做空，最后终于熬到科技股暴跌，Coltrane的业绩也迎来大逆转。据媒体报道，知情人士透露称，截至今年6月，Coltrane收益暴涨223%，为今年收益涨幅最大的对冲基金之一。欧洲对冲基金公司Lansdowne Partners前董事会主席Stuart Roden对此表示，Manku是一个有信念的基金经理，他并没有在错误的时间放弃，这是非常难得的。Roden说：我担心的不是这笔交易，这笔交易的分析是可靠的，关键是Manku能否坚持到底。我们这一行，许多分析正确的基金经理最终无法坚持到最后，像这种情况，往往要不是基金终止，就是投资人退出。今年，大部分专注于成长股的对冲基金录得巨额亏损，但Coltrane却获利颇丰。Coltrane成功地押注了Netflix和Peloton等疫情受益股的股价下跌，Meta、视频游戏平台Roblox和电动皮卡制造商Rivian也是其做空目标。一位熟悉该基金的人士透露，对今年股价暴跌约90%的二手车零售商Carvana的押注为其贡献了9%的收益。Manku和他的团队将这项押注维持了两年，随着股价下跌，Coltrane通过买入看跌期权来获得大幅回报，并在交易中循环进出，加大了押注。Manku曾告诉客户，这些公司在新冠期间出现的高速增长不会像他们的管理团队和股东预期的那样继续下去。在快速增长的公司里，大量内部交易也是一个明显信号。那些最了解这些公司前景的人正在撤出他们的资本。面对耀眼的成绩，Manku在接受媒体采访时表示，Coltrane今年的回报只是反映了一个时刻，长期表现才是最重要的。自2012年该基金创立之初至今年6月，该基金的平均年收益率为19%。Manku在一份声明中表示：成功就是找到符合自己世界观的方法，并始终如一的坚持，保持脚踏实地和冷静。我们仍处于旅程的开始阶段，但我们已经吸取了一些宝贵的教训。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613263249,"gmtCreate":1649913236032,"gmtModify":1649913236032,"author":{"id":"3567561555287686","authorId":"3567561555287686","name":"贞候","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567561555287686","authorIdStr":"3567561555287686"},"themes":[],"htmlText":"看到有人花心思写文章，我就放心了，慢慢磨呗","listText":"看到有人花心思写文章，我就放心了，慢慢磨呗","text":"看到有人花心思写文章，我就放心了，慢慢磨呗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613263249","repostId":"2227645651","repostType":2,"isVote":1,"tweetType":1,"viewCount":1881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879245688,"gmtCreate":1636730645033,"gmtModify":1636730645033,"author":{"id":"3567561555287686","authorId":"3567561555287686","name":"贞候","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567561555287686","authorIdStr":"3567561555287686"},"themes":[],"htmlText":"<a 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11:22","market":"us","language":"zh","title":"半年暴涨223%！做空明星科技股，这家对冲基金业绩大逆转","url":"https://stock-news.laohu8.com/highlight/detail?id=1160182747","media":"华尔街见闻","summary":"今年，大部分专注于成长股的对冲基金录得巨额亏损，但Coltrane却获利颇丰。2020年末，纽约对冲基金Coltrane Asset Management创始人Mandeep Manku做出一次重大押","content":"<html><head></head><body><p>今年，大部分专注于成长股的对冲基金录得巨额亏损，但Coltrane却获利颇丰。</p><p>2020年末，纽约对冲基金Coltrane Asset Management创始人Mandeep Manku做出一次重大押注。</p><p>当时，受新冠疫情的影响，全球股市暴跌，对冲基金Coltrane也遭受重创，<b>Manku决定改变Coltrane投资组合，从备受青睐的廉价欧洲公司转向做空美国高增长的明星科技股。</b>彼时许多美国科技股的交易价格已超过其收入的10倍，投资者的热情相对集中。</p><p>Coltrane在2020年9月的一次演讲中告诉客户，在这种情况下，投资者总是以糟糕的结局收场。</p><p>然而，到了2020年底，科技股带动美股反弹，Coltrane做空科技股的行为令其损失惨重，<b>在当年亏损了56%。尽管Coltrane的业绩在2021年反弹了19%，但截止到今年1月，其资产规模降至不到2亿美元，较之前10亿美元的管理规模缩水80%。</b></p><p><b>但这并不是最终结局，Manku顶住了压力，坚持做空，最后终于熬到科技股暴跌，Coltrane的业绩也迎来大逆转。</b></p><p>据媒体报道，知情人士透露称，<b>截至今年6月，Coltrane收益暴涨223%，为今年收益涨幅最大的对冲基金之一。</b></p><p>欧洲对冲基金公司Lansdowne Partners前董事会主席Stuart Roden对此表示，Manku是一个有信念的基金经理，他并没有在错误的时间放弃，这是非常难得的。Roden说：</p><blockquote>我担心的不是这笔交易，这笔交易的分析是可靠的，关键是Manku能否坚持到底。我们这一行，许多分析正确的基金经理最终无法坚持到最后，像这种情况，往往要不是基金终止，就是投资人退出。</blockquote><p>今年，大部分专注于成长股的对冲基金录得巨额亏损，但Coltrane却获利颇丰。Coltrane成功地押注了Netflix和Peloton等疫情受益股的股价下跌，Meta、视频游戏平台Roblox和电动皮卡制造商Rivian也是其做空目标。一位熟悉该基金的人士透露，对今年股价暴跌约90%的二手车零售商Carvana的押注为其贡献了9%的收益。</p><p>Manku和他的团队将这项押注维持了两年，随着股价下跌，Coltrane通过买入看跌期权来获得大幅回报，并在交易中循环进出，加大了押注。</p><p>Manku曾告诉客户，这些公司在新冠期间出现的高速增长不会像他们的管理团队和股东预期的那样继续下去。在快速增长的公司里，大量内部交易也是一个明显信号。那些最了解这些公司前景的人正在撤出他们的资本。</p><p>面对耀眼的成绩，Manku在接受媒体采访时表示，Coltrane今年的回报只是反映了一个时刻，长期表现才是最重要的。<b>自2012年该基金创立之初至今年6月，该基金的平均年收益率为19%。</b></p><p>Manku在一份声明中表示：</p><blockquote>成功就是找到符合自己世界观的方法，并始终如一的坚持，保持脚踏实地和冷静。我们仍处于旅程的开始阶段，但我们已经吸取了一些宝贵的教训。</blockquote></body></html>","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>半年暴涨223%！做空明星科技股，这家对冲基金业绩大逆转</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; 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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半年暴涨223%！做空明星科技股，这家对冲基金业绩大逆转\n</h2>\n\n<h4 class=\"meta\">\n\n2022-07-20 11:22 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年，大部分专注于成长股的对冲基金录得巨额亏损，但Coltrane却获利颇丰。2020年末，纽约对冲基金Coltrane Asset Management创始人Mandeep Manku做出一次重大押注。当时，受新冠疫情的影响，全球股市暴跌，对冲基金Coltrane也遭受重创，Manku决定改变Coltrane投资组合，从备受青睐的廉价欧洲公司转向做空美国高增长的明星科技股。彼时许多美国科技股的...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/96819b78df36696eeccbf03ebd7c466d","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160182747","content_text":"今年，大部分专注于成长股的对冲基金录得巨额亏损，但Coltrane却获利颇丰。2020年末，纽约对冲基金Coltrane Asset Management创始人Mandeep Manku做出一次重大押注。当时，受新冠疫情的影响，全球股市暴跌，对冲基金Coltrane也遭受重创，Manku决定改变Coltrane投资组合，从备受青睐的廉价欧洲公司转向做空美国高增长的明星科技股。彼时许多美国科技股的交易价格已超过其收入的10倍，投资者的热情相对集中。Coltrane在2020年9月的一次演讲中告诉客户，在这种情况下，投资者总是以糟糕的结局收场。然而，到了2020年底，科技股带动美股反弹，Coltrane做空科技股的行为令其损失惨重，在当年亏损了56%。尽管Coltrane的业绩在2021年反弹了19%，但截止到今年1月，其资产规模降至不到2亿美元，较之前10亿美元的管理规模缩水80%。但这并不是最终结局，Manku顶住了压力，坚持做空，最后终于熬到科技股暴跌，Coltrane的业绩也迎来大逆转。据媒体报道，知情人士透露称，截至今年6月，Coltrane收益暴涨223%，为今年收益涨幅最大的对冲基金之一。欧洲对冲基金公司Lansdowne Partners前董事会主席Stuart Roden对此表示，Manku是一个有信念的基金经理，他并没有在错误的时间放弃，这是非常难得的。Roden说：我担心的不是这笔交易，这笔交易的分析是可靠的，关键是Manku能否坚持到底。我们这一行，许多分析正确的基金经理最终无法坚持到最后，像这种情况，往往要不是基金终止，就是投资人退出。今年，大部分专注于成长股的对冲基金录得巨额亏损，但Coltrane却获利颇丰。Coltrane成功地押注了Netflix和Peloton等疫情受益股的股价下跌，Meta、视频游戏平台Roblox和电动皮卡制造商Rivian也是其做空目标。一位熟悉该基金的人士透露，对今年股价暴跌约90%的二手车零售商Carvana的押注为其贡献了9%的收益。Manku和他的团队将这项押注维持了两年，随着股价下跌，Coltrane通过买入看跌期权来获得大幅回报，并在交易中循环进出，加大了押注。Manku曾告诉客户，这些公司在新冠期间出现的高速增长不会像他们的管理团队和股东预期的那样继续下去。在快速增长的公司里，大量内部交易也是一个明显信号。那些最了解这些公司前景的人正在撤出他们的资本。面对耀眼的成绩，Manku在接受媒体采访时表示，Coltrane今年的回报只是反映了一个时刻，长期表现才是最重要的。自2012年该基金创立之初至今年6月，该基金的平均年收益率为19%。Manku在一份声明中表示：成功就是找到符合自己世界观的方法，并始终如一的坚持，保持脚踏实地和冷静。我们仍处于旅程的开始阶段，但我们已经吸取了一些宝贵的教训。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843566056,"gmtCreate":1635842517760,"gmtModify":1635842517760,"author":{"id":"3567561555287686","authorId":"3567561555287686","name":"贞候","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567561555287686","authorIdStr":"3567561555287686"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843566056","repostId":"1125136782","repostType":4,"isVote":1,"tweetType":1,"viewCount":2128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334132529,"gmtCreate":1610717269661,"gmtModify":1703746517200,"author":{"id":"3567561555287686","authorId":"3567561555287686","name":"贞候","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567561555287686","authorIdStr":"3567561555287686"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTK\">$Playtika Holding Corp.(PLTK)$</a>各位大神，都中了多少啊？","listText":"<a href=\"https://laohu8.com/S/PLTK\">$Playtika Holding Corp.(PLTK)$</a>各位大神，都中了多少啊？","text":"$Playtika Holding Corp.(PLTK)$各位大神，都中了多少啊？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334132529","isVote":1,"tweetType":1,"viewCount":1537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332167628,"gmtCreate":1610359198264,"gmtModify":1703743715651,"author":{"id":"3567561555287686","authorId":"3567561555287686","name":"贞候","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567561555287686","authorIdStr":"3567561555287686"},"themes":[],"htmlText":"卖中药伟哥的呗","listText":"卖中药伟哥的呗","text":"卖中药伟哥的呗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/332167628","repostId":"2102967790","repostType":2,"isVote":1,"tweetType":1,"viewCount":1334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}