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Boris628
2021-02-12
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Boris628
2021-02-15
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Boris628
2021-02-12
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印度公司Grofers筹划上市！软银投资，估值10亿
Boris628
2021-02-12
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Boris628
2021-02-12
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中国成第三大市场，可口可乐营收330亿美元利润90亿
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2021-02-12
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“女股神”伍德：美股并无泡沫，但债市泡沫已现
Boris628
2021-02-12
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2021-02-12
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2021-02-12
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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; 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18:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2月11日消息，市场消息称，软银集团投资的印度在线杂货创业公司Grofers据悉将考虑通过特殊目的收购公司(SPAC)在美国上市，寻求以10亿美元的估值与SPAC达成交易。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4bfb10b06725af696d5ea08c128fdad5","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175836597","content_text":"2月11日消息，市场消息称，软银集团投资的印度在线杂货创业公司Grofers据悉将考虑通过特殊目的收购公司(SPAC)在美国上市，寻求以10亿美元的估值与SPAC达成交易。","news_type":1},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386084963,"gmtCreate":1613112759152,"gmtModify":1634554476574,"author":{"id":"3568930674369958","authorId":"3568930674369958","name":"Boris628","avatar":"https://static.tigerbbs.com/a8dfcfdfd3fab52796ba7c3129a89fe8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568930674369958","authorIdStr":"3568930674369958"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386084963","repostId":"2110602101","repostType":2,"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386085408,"gmtCreate":1613112724504,"gmtModify":1634554476816,"author":{"id":"3568930674369958","authorId":"3568930674369958","name":"Boris628","avatar":"https://static.tigerbbs.com/a8dfcfdfd3fab52796ba7c3129a89fe8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568930674369958","authorIdStr":"3568930674369958"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386085408","repostId":"2110902400","repostType":2,"repost":{"id":"2110902400","kind":"news","pubTimestamp":1613086200,"share":"https://www.laohu8.com/m/news/2110902400?lang=&edition=full","pubTime":"2021-02-12 07:30","market":"us","language":"zh","title":"中国成第三大市场，可口可乐营收330亿美元利润90亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2110902400","media":"北京日报客户端","summary":"记者2月11日获悉，可口可乐公司刚发布的2020年第四季度及全年财报显示，其第四季度营收为86.1亿美元，经营利润为23.4亿美元，同比增长8%。而其2020年全年营收为330亿美元，经营利润为90亿美元，每股收益为1.95美元。目前中国已是可口可乐的全球第三大市场，其在中国的汽水品类销量也取得了增长。据可口可乐方面介绍，2020年下半年，太古可口可乐在中国新增的6条生产线均已如期投产，投资额总计达2.5亿元，新增年产值超过17亿元。","content":"<html><body><article><p>记者2月11日获悉，<a href=\"https://laohu8.com/S/KO\">可口可乐</a>公司刚发布的2020年第四季度及全年财报显示，其第四季度营收为86.1亿美元，经营利润为23.4亿美元，同比增长8%。而其2020年全年营收为330亿美元，经营利润为90亿美元，<span>每股收益</span>为1.95美元。</p><p>目前中国已是可口可乐的全球第三大市场，其在中国的汽水品类销量也取得了增长。可口可乐公司董事长兼首席执行官詹鲲杰表示：“尽管短期内疫情的不确定性依然存在，但我们有信心能在今年继续强劲增长。”</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210212073055546d246n8uku8m53m3\"/><p>其在财报中表示，尽管仍存在与疫情相关的不确定性，但预计2021年收入将实现较高个位数的增长，每股收益甚至可能实现双位数的增长。</p><p>在中国，其正在加速兼顾规模化和本地化。据可口可乐方面介绍，2020年下半年，太古可口可乐在中国新增的6条生产线均已如期投产，投资额总计达2.5亿元，新增年产值超过17亿元。</p><p>记者也注意到，太古可口可乐在湖北新增的塑料瓶生产线也将于2021年4月投产。而中粮可口可乐在贵州投资的首家工厂、在全国布局的第20家装瓶厂正按计划建设中，则预计将于2021年12月建成投产。</p><p>2020年11月其在中国推出了热饮“可口可乐生姜+”汽水，这是专为中国市场研制，也是其全球首款可加热饮用的汽水，打破了消费者对于汽水就是冷饮的固有印象，力图更好地贴近中国消费者在不同场景下的饮用习惯和口味偏好。</p><p>除了饮料，其还通过跨界等方式构建多元化的在线消费体验，更紧密地连接中国消费者。2021年1月，可口可乐公司在中国的首家服饰品类旗舰店正式登陆天猫，为中国消费者提供全球设计师及各地潮牌合作的跨界联名单品。未来这一服饰旗舰店还将推出再生材质制成的服饰，贴近中国政府倡导的循环再生与可持续消费理念。</p><p>图片来源：可口可乐</p></article></body></html>","source":"tencent","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>中国成第三大市场，可口可乐营收330亿美元利润90亿</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 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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中国成第三大市场，可口可乐营收330亿美元利润90亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-12 07:30 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210212073055786fa0a0&s=b><strong>北京日报客户端</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>记者2月11日获悉，可口可乐公司刚发布的2020年第四季度及全年财报显示，其第四季度营收为86.1亿美元，经营利润为23.4亿美元，同比增长8%。而其2020年全年营收为330亿美元，经营利润为90亿美元，每股收益为1.95美元。目前中国已是可口可乐的全球第三大市场，其在中国的汽水品类销量也取得了增长。可口可乐公司董事长兼首席执行官詹鲲杰表示：“尽管短期内疫情的不确定性依然存在，但我们有信心能在...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210212073055786fa0a0&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d4130e6389dd597b1fd98bec5929e58b","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210212073055786fa0a0&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2110902400","content_text":"记者2月11日获悉，可口可乐公司刚发布的2020年第四季度及全年财报显示，其第四季度营收为86.1亿美元，经营利润为23.4亿美元，同比增长8%。而其2020年全年营收为330亿美元，经营利润为90亿美元，每股收益为1.95美元。目前中国已是可口可乐的全球第三大市场，其在中国的汽水品类销量也取得了增长。可口可乐公司董事长兼首席执行官詹鲲杰表示：“尽管短期内疫情的不确定性依然存在，但我们有信心能在今年继续强劲增长。”其在财报中表示，尽管仍存在与疫情相关的不确定性，但预计2021年收入将实现较高个位数的增长，每股收益甚至可能实现双位数的增长。在中国，其正在加速兼顾规模化和本地化。据可口可乐方面介绍，2020年下半年，太古可口可乐在中国新增的6条生产线均已如期投产，投资额总计达2.5亿元，新增年产值超过17亿元。记者也注意到，太古可口可乐在湖北新增的塑料瓶生产线也将于2021年4月投产。而中粮可口可乐在贵州投资的首家工厂、在全国布局的第20家装瓶厂正按计划建设中，则预计将于2021年12月建成投产。2020年11月其在中国推出了热饮“可口可乐生姜+”汽水，这是专为中国市场研制，也是其全球首款可加热饮用的汽水，打破了消费者对于汽水就是冷饮的固有印象，力图更好地贴近中国消费者在不同场景下的饮用习惯和口味偏好。除了饮料，其还通过跨界等方式构建多元化的在线消费体验，更紧密地连接中国消费者。2021年1月，可口可乐公司在中国的首家服饰品类旗舰店正式登陆天猫，为中国消费者提供全球设计师及各地潮牌合作的跨界联名单品。未来这一服饰旗舰店还将推出再生材质制成的服饰，贴近中国政府倡导的循环再生与可持续消费理念。图片来源：可口可乐","news_type":1},"isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386085915,"gmtCreate":1613112657637,"gmtModify":1634554477161,"author":{"id":"3568930674369958","authorId":"3568930674369958","name":"Boris628","avatar":"https://static.tigerbbs.com/a8dfcfdfd3fab52796ba7c3129a89fe8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568930674369958","authorIdStr":"3568930674369958"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386085915","repostId":"1150366475","repostType":2,"repost":{"id":"1150366475","kind":"news","pubTimestamp":1613100770,"share":"https://www.laohu8.com/m/news/1150366475?lang=&edition=full","pubTime":"2021-02-12 11:32","market":"us","language":"zh","title":"“女股神”伍德：美股并无泡沫，但债市泡沫已现","url":"https://stock-news.laohu8.com/highlight/detail?id=1150366475","media":"腾讯网 ","summary":"腾讯证券2月12日讯，尽管所有人都在关注美国股市可能已经处于泡沫之中的观点，但很重要的一点是要指出，并不是每个人都同意这个观点。\n方舟投资公司（Ark Invest）的首席执行官凯西·伍德（Cathi","content":"<p>腾讯证券2月12日讯，尽管所有人都在关注美国股市可能已经处于泡沫之中的观点，但很重要的一点是要指出，并不是每个人都同意这个观点。</p>\n<p>方舟投资公司（Ark Invest）的首席执行官凯西·伍德（Cathie Wood）享有“女股神”的盛誉，她管理着方舟创新ETF（ARK Innovation ETF）和方舟基因革命ETF（ARK Genomic Revolution ETF），可以说是最成功的基金经理人之一。据财经信息供应商FactSet提供的数据显示，在过去12个月时间里，这两只ETF（交易所交易基金）吸引的资金流入超过了其他任何主动管理型股票ETF。而在每月一次的网络研讨会上，伍德提出了反对股市存在泡沫的论点。</p>\n<p>自2018年以来，股票市场的资金流出达到了3000亿美元左右，其中不包括公司回购股票所花费的资金。伍德指出，同期已有1万亿美元资金流入债券市场。她说道：“如果说哪里有泡沫的话，那也不是在股市上，而是在固定收益市场上。”</p>\n<p>伍德表示，私人股本正在助长这个泡沫。“看到那些成熟的私募股权公司继续提高杠杆率，以便使其能够享受到私募股权的分配，这对我来说是令人惊讶的。”她表示，通过不投资于未来的方式，私募股权公司正在借此维持高倍数的现金流。“对这些公司来说，这已经成了一个问题，而随着时间的推移，它们的高现金流利润率将消失。”</p>\n<p>她指出，视频游戏零售商GameStop（NYSE:GME，国内常称为“游戏驿站”）和AMC娱乐公司股票一度暴涨的走势也助长了债券市场的泡沫。以AMC娱乐公司为例，其票面利率为5%的公司债的收益率已经飙升至80%，原因是股价的大涨使得这家电影院线运营商有能力发行股票。她表示：“如果AMC破产，那么谁来承担责任？我不认为一次股票发行就能改变他们的处境。”</p>\n<p>另外，伍德还抨击了被动型投资模式。她说道：“我们在过去20年里看到了向被动型投资模式的转变，而现在看来，这种模式所带来的回报令人失望的。”。虽然她承认被动型基金确实比较便宜的，但她表示，这种基金“便宜是有原因的”，这句话经常与反对价值股的论点联系在一起。伍德认为，至少应该通过投资创新来对冲风险。</p>\n<p>在股市上，那些在创新和投资方面处于领先地位的公司和那些没有这种领先优势的公司之间存在分歧。伍德列举了电动汽车制造商特斯拉、支付服务公司Square和流媒体数字播放器制造商Roku作为例子，说明正在演变之中的平台型公司将会最大的赢家。她说道：“我们认为，这些公司的估值将会上升，就像亚马逊的估值一直都在上升那样。”</p>","source":"lsy1571985465872","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>“女股神”伍德：美股并无泡沫，但债市泡沫已现</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: 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“女股神”伍德：美股并无泡沫，但债市泡沫已现\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-12 11:32 北京时间 <a href=https://new.qq.com/omn/20210212/20210212A00QL100.html><strong>腾讯网 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>腾讯证券2月12日讯，尽管所有人都在关注美国股市可能已经处于泡沫之中的观点，但很重要的一点是要指出，并不是每个人都同意这个观点。\n方舟投资公司（Ark Invest）的首席执行官凯西·伍德（Cathie Wood）享有“女股神”的盛誉，她管理着方舟创新ETF（ARK Innovation ETF）和方舟基因革命ETF（ARK Genomic Revolution ETF），可以说是最成功的基金...</p>\n\n<a href=\"https://new.qq.com/omn/20210212/20210212A00QL100.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fca8fb46987dd44f23033bff8816eaa7","relate_stocks":{},"source_url":"https://new.qq.com/omn/20210212/20210212A00QL100.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150366475","content_text":"腾讯证券2月12日讯，尽管所有人都在关注美国股市可能已经处于泡沫之中的观点，但很重要的一点是要指出，并不是每个人都同意这个观点。\n方舟投资公司（Ark Invest）的首席执行官凯西·伍德（Cathie Wood）享有“女股神”的盛誉，她管理着方舟创新ETF（ARK Innovation ETF）和方舟基因革命ETF（ARK Genomic Revolution ETF），可以说是最成功的基金经理人之一。据财经信息供应商FactSet提供的数据显示，在过去12个月时间里，这两只ETF（交易所交易基金）吸引的资金流入超过了其他任何主动管理型股票ETF。而在每月一次的网络研讨会上，伍德提出了反对股市存在泡沫的论点。\n自2018年以来，股票市场的资金流出达到了3000亿美元左右，其中不包括公司回购股票所花费的资金。伍德指出，同期已有1万亿美元资金流入债券市场。她说道：“如果说哪里有泡沫的话，那也不是在股市上，而是在固定收益市场上。”\n伍德表示，私人股本正在助长这个泡沫。“看到那些成熟的私募股权公司继续提高杠杆率，以便使其能够享受到私募股权的分配，这对我来说是令人惊讶的。”她表示，通过不投资于未来的方式，私募股权公司正在借此维持高倍数的现金流。“对这些公司来说，这已经成了一个问题，而随着时间的推移，它们的高现金流利润率将消失。”\n她指出，视频游戏零售商GameStop（NYSE:GME，国内常称为“游戏驿站”）和AMC娱乐公司股票一度暴涨的走势也助长了债券市场的泡沫。以AMC娱乐公司为例，其票面利率为5%的公司债的收益率已经飙升至80%，原因是股价的大涨使得这家电影院线运营商有能力发行股票。她表示：“如果AMC破产，那么谁来承担责任？我不认为一次股票发行就能改变他们的处境。”\n另外，伍德还抨击了被动型投资模式。她说道：“我们在过去20年里看到了向被动型投资模式的转变，而现在看来，这种模式所带来的回报令人失望的。”。虽然她承认被动型基金确实比较便宜的，但她表示，这种基金“便宜是有原因的”，这句话经常与反对价值股的论点联系在一起。伍德认为，至少应该通过投资创新来对冲风险。\n在股市上，那些在创新和投资方面处于领先地位的公司和那些没有这种领先优势的公司之间存在分歧。伍德列举了电动汽车制造商特斯拉、支付服务公司Square和流媒体数字播放器制造商Roku作为例子，说明正在演变之中的平台型公司将会最大的赢家。她说道：“我们认为，这些公司的估值将会上升，就像亚马逊的估值一直都在上升那样。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386082708,"gmtCreate":1613112621104,"gmtModify":1634554477410,"author":{"id":"3568930674369958","authorId":"3568930674369958","name":"Boris628","avatar":"https://static.tigerbbs.com/a8dfcfdfd3fab52796ba7c3129a89fe8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568930674369958","authorIdStr":"3568930674369958"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386082708","repostId":"1109604105","repostType":2,"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386082275,"gmtCreate":1613112587597,"gmtModify":1634554477632,"author":{"id":"3568930674369958","authorId":"3568930674369958","name":"Boris628","avatar":"https://static.tigerbbs.com/a8dfcfdfd3fab52796ba7c3129a89fe8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568930674369958","authorIdStr":"3568930674369958"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386082275","repostId":"2110302782","repostType":2,"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386082623,"gmtCreate":1613112567962,"gmtModify":1634554477752,"author":{"id":"3568930674369958","authorId":"3568930674369958","name":"Boris628","avatar":"https://static.tigerbbs.com/a8dfcfdfd3fab52796ba7c3129a89fe8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568930674369958","authorIdStr":"3568930674369958"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/386082623","repostId":"1176661911","repostType":2,"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386082151,"gmtCreate":1613112553773,"gmtModify":1634554477995,"author":{"id":"3568930674369958","authorId":"3568930674369958","name":"Boris628","avatar":"https://static.tigerbbs.com/a8dfcfdfd3fab52796ba7c3129a89fe8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568930674369958","authorIdStr":"3568930674369958"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386082151","repostId":"2110271950","repostType":2,"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":381641128,"gmtCreate":1612965831364,"gmtModify":1703767572648,"author":{"id":"3568930674369958","authorId":"3568930674369958","name":"Boris628","avatar":"https://static.tigerbbs.com/a8dfcfdfd3fab52796ba7c3129a89fe8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568930674369958","authorIdStr":"3568930674369958"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381641128","repostId":"1144216978","repostType":2,"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":386082623,"gmtCreate":1613112567962,"gmtModify":1634554477752,"author":{"id":"3568930674369958","authorId":"3568930674369958","name":"Boris628","avatar":"https://static.tigerbbs.com/a8dfcfdfd3fab52796ba7c3129a89fe8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568930674369958","authorIdStr":"3568930674369958"},"th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18:59","market":"us","language":"zh","title":"印度公司Grofers筹划上市！软银投资，估值10亿","url":"https://stock-news.laohu8.com/highlight/detail?id=1175836597","media":"老虎资讯综合","summary":"2月11日消息，市场消息称，软银集团投资的印度在线杂货创业公司Grofers据悉将考虑通过特殊目的收购公司(SPAC)在美国上市，寻求以10亿美元的估值与SPAC达成交易。","content":"<p>2月11日消息，市场消息称，软银集团投资的印度在线杂货创业公司Grofers据悉将考虑通过特殊目的收购公司(SPAC)在美国上市，寻求以10亿美元的估值与SPAC达成交易。</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>印度公司Grofers筹划上市！软银投资，估值10亿</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印度公司Grofers筹划上市！软银投资，估值10亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-02-11 18:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2月11日消息，市场消息称，软银集团投资的印度在线杂货创业公司Grofers据悉将考虑通过特殊目的收购公司(SPAC)在美国上市，寻求以10亿美元的估值与SPAC达成交易。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4bfb10b06725af696d5ea08c128fdad5","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175836597","content_text":"2月11日消息，市场消息称，软银集团投资的印度在线杂货创业公司Grofers据悉将考虑通过特殊目的收购公司(SPAC)在美国上市，寻求以10亿美元的估值与SPAC达成交易。","news_type":1},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386084963,"gmtCreate":1613112759152,"gmtModify":1634554476574,"author":{"id":"3568930674369958","authorId":"3568930674369958","name":"Boris628","avatar":"https://static.tigerbbs.com/a8dfcfdfd3fab52796ba7c3129a89fe8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568930674369958","authorIdStr":"3568930674369958"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386084963","repostId":"2110602101","repostType":2,"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386085408,"gmtCreate":1613112724504,"gmtModify":1634554476816,"author":{"id":"3568930674369958","authorId":"3568930674369958","name":"Boris628","avatar":"https://static.tigerbbs.com/a8dfcfdfd3fab52796ba7c3129a89fe8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568930674369958","authorIdStr":"3568930674369958"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386085408","repostId":"2110902400","repostType":2,"repost":{"id":"2110902400","kind":"news","pubTimestamp":1613086200,"share":"https://www.laohu8.com/m/news/2110902400?lang=&edition=full","pubTime":"2021-02-12 07:30","market":"us","language":"zh","title":"中国成第三大市场，可口可乐营收330亿美元利润90亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2110902400","media":"北京日报客户端","summary":"记者2月11日获悉，可口可乐公司刚发布的2020年第四季度及全年财报显示，其第四季度营收为86.1亿美元，经营利润为23.4亿美元，同比增长8%。而其2020年全年营收为330亿美元，经营利润为90亿美元，每股收益为1.95美元。目前中国已是可口可乐的全球第三大市场，其在中国的汽水品类销量也取得了增长。据可口可乐方面介绍，2020年下半年，太古可口可乐在中国新增的6条生产线均已如期投产，投资额总计达2.5亿元，新增年产值超过17亿元。","content":"<html><body><article><p>记者2月11日获悉，<a href=\"https://laohu8.com/S/KO\">可口可乐</a>公司刚发布的2020年第四季度及全年财报显示，其第四季度营收为86.1亿美元，经营利润为23.4亿美元，同比增长8%。而其2020年全年营收为330亿美元，经营利润为90亿美元，<span>每股收益</span>为1.95美元。</p><p>目前中国已是可口可乐的全球第三大市场，其在中国的汽水品类销量也取得了增长。可口可乐公司董事长兼首席执行官詹鲲杰表示：“尽管短期内疫情的不确定性依然存在，但我们有信心能在今年继续强劲增长。”</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210212073055546d246n8uku8m53m3\"/><p>其在财报中表示，尽管仍存在与疫情相关的不确定性，但预计2021年收入将实现较高个位数的增长，每股收益甚至可能实现双位数的增长。</p><p>在中国，其正在加速兼顾规模化和本地化。据可口可乐方面介绍，2020年下半年，太古可口可乐在中国新增的6条生产线均已如期投产，投资额总计达2.5亿元，新增年产值超过17亿元。</p><p>记者也注意到，太古可口可乐在湖北新增的塑料瓶生产线也将于2021年4月投产。而中粮可口可乐在贵州投资的首家工厂、在全国布局的第20家装瓶厂正按计划建设中，则预计将于2021年12月建成投产。</p><p>2020年11月其在中国推出了热饮“可口可乐生姜+”汽水，这是专为中国市场研制，也是其全球首款可加热饮用的汽水，打破了消费者对于汽水就是冷饮的固有印象，力图更好地贴近中国消费者在不同场景下的饮用习惯和口味偏好。</p><p>除了饮料，其还通过跨界等方式构建多元化的在线消费体验，更紧密地连接中国消费者。2021年1月，可口可乐公司在中国的首家服饰品类旗舰店正式登陆天猫，为中国消费者提供全球设计师及各地潮牌合作的跨界联名单品。未来这一服饰旗舰店还将推出再生材质制成的服饰，贴近中国政府倡导的循环再生与可持续消费理念。</p><p>图片来源：可口可乐</p></article></body></html>","source":"tencent","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>中国成第三大市场，可口可乐营收330亿美元利润90亿</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 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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中国成第三大市场，可口可乐营收330亿美元利润90亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-12 07:30 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210212073055786fa0a0&s=b><strong>北京日报客户端</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>记者2月11日获悉，可口可乐公司刚发布的2020年第四季度及全年财报显示，其第四季度营收为86.1亿美元，经营利润为23.4亿美元，同比增长8%。而其2020年全年营收为330亿美元，经营利润为90亿美元，每股收益为1.95美元。目前中国已是可口可乐的全球第三大市场，其在中国的汽水品类销量也取得了增长。可口可乐公司董事长兼首席执行官詹鲲杰表示：“尽管短期内疫情的不确定性依然存在，但我们有信心能在...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210212073055786fa0a0&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d4130e6389dd597b1fd98bec5929e58b","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210212073055786fa0a0&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2110902400","content_text":"记者2月11日获悉，可口可乐公司刚发布的2020年第四季度及全年财报显示，其第四季度营收为86.1亿美元，经营利润为23.4亿美元，同比增长8%。而其2020年全年营收为330亿美元，经营利润为90亿美元，每股收益为1.95美元。目前中国已是可口可乐的全球第三大市场，其在中国的汽水品类销量也取得了增长。可口可乐公司董事长兼首席执行官詹鲲杰表示：“尽管短期内疫情的不确定性依然存在，但我们有信心能在今年继续强劲增长。”其在财报中表示，尽管仍存在与疫情相关的不确定性，但预计2021年收入将实现较高个位数的增长，每股收益甚至可能实现双位数的增长。在中国，其正在加速兼顾规模化和本地化。据可口可乐方面介绍，2020年下半年，太古可口可乐在中国新增的6条生产线均已如期投产，投资额总计达2.5亿元，新增年产值超过17亿元。记者也注意到，太古可口可乐在湖北新增的塑料瓶生产线也将于2021年4月投产。而中粮可口可乐在贵州投资的首家工厂、在全国布局的第20家装瓶厂正按计划建设中，则预计将于2021年12月建成投产。2020年11月其在中国推出了热饮“可口可乐生姜+”汽水，这是专为中国市场研制，也是其全球首款可加热饮用的汽水，打破了消费者对于汽水就是冷饮的固有印象，力图更好地贴近中国消费者在不同场景下的饮用习惯和口味偏好。除了饮料，其还通过跨界等方式构建多元化的在线消费体验，更紧密地连接中国消费者。2021年1月，可口可乐公司在中国的首家服饰品类旗舰店正式登陆天猫，为中国消费者提供全球设计师及各地潮牌合作的跨界联名单品。未来这一服饰旗舰店还将推出再生材质制成的服饰，贴近中国政府倡导的循环再生与可持续消费理念。图片来源：可口可乐","news_type":1},"isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386085915,"gmtCreate":1613112657637,"gmtModify":1634554477161,"author":{"id":"3568930674369958","authorId":"3568930674369958","name":"Boris628","avatar":"https://static.tigerbbs.com/a8dfcfdfd3fab52796ba7c3129a89fe8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568930674369958","authorIdStr":"3568930674369958"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386085915","repostId":"1150366475","repostType":2,"repost":{"id":"1150366475","kind":"news","pubTimestamp":1613100770,"share":"https://www.laohu8.com/m/news/1150366475?lang=&edition=full","pubTime":"2021-02-12 11:32","market":"us","language":"zh","title":"“女股神”伍德：美股并无泡沫，但债市泡沫已现","url":"https://stock-news.laohu8.com/highlight/detail?id=1150366475","media":"腾讯网 ","summary":"腾讯证券2月12日讯，尽管所有人都在关注美国股市可能已经处于泡沫之中的观点，但很重要的一点是要指出，并不是每个人都同意这个观点。\n方舟投资公司（Ark Invest）的首席执行官凯西·伍德（Cathi","content":"<p>腾讯证券2月12日讯，尽管所有人都在关注美国股市可能已经处于泡沫之中的观点，但很重要的一点是要指出，并不是每个人都同意这个观点。</p>\n<p>方舟投资公司（Ark Invest）的首席执行官凯西·伍德（Cathie Wood）享有“女股神”的盛誉，她管理着方舟创新ETF（ARK Innovation ETF）和方舟基因革命ETF（ARK Genomic Revolution ETF），可以说是最成功的基金经理人之一。据财经信息供应商FactSet提供的数据显示，在过去12个月时间里，这两只ETF（交易所交易基金）吸引的资金流入超过了其他任何主动管理型股票ETF。而在每月一次的网络研讨会上，伍德提出了反对股市存在泡沫的论点。</p>\n<p>自2018年以来，股票市场的资金流出达到了3000亿美元左右，其中不包括公司回购股票所花费的资金。伍德指出，同期已有1万亿美元资金流入债券市场。她说道：“如果说哪里有泡沫的话，那也不是在股市上，而是在固定收益市场上。”</p>\n<p>伍德表示，私人股本正在助长这个泡沫。“看到那些成熟的私募股权公司继续提高杠杆率，以便使其能够享受到私募股权的分配，这对我来说是令人惊讶的。”她表示，通过不投资于未来的方式，私募股权公司正在借此维持高倍数的现金流。“对这些公司来说，这已经成了一个问题，而随着时间的推移，它们的高现金流利润率将消失。”</p>\n<p>她指出，视频游戏零售商GameStop（NYSE:GME，国内常称为“游戏驿站”）和AMC娱乐公司股票一度暴涨的走势也助长了债券市场的泡沫。以AMC娱乐公司为例，其票面利率为5%的公司债的收益率已经飙升至80%，原因是股价的大涨使得这家电影院线运营商有能力发行股票。她表示：“如果AMC破产，那么谁来承担责任？我不认为一次股票发行就能改变他们的处境。”</p>\n<p>另外，伍德还抨击了被动型投资模式。她说道：“我们在过去20年里看到了向被动型投资模式的转变，而现在看来，这种模式所带来的回报令人失望的。”。虽然她承认被动型基金确实比较便宜的，但她表示，这种基金“便宜是有原因的”，这句话经常与反对价值股的论点联系在一起。伍德认为，至少应该通过投资创新来对冲风险。</p>\n<p>在股市上，那些在创新和投资方面处于领先地位的公司和那些没有这种领先优势的公司之间存在分歧。伍德列举了电动汽车制造商特斯拉、支付服务公司Square和流媒体数字播放器制造商Roku作为例子，说明正在演变之中的平台型公司将会最大的赢家。她说道：“我们认为，这些公司的估值将会上升，就像亚马逊的估值一直都在上升那样。”</p>","source":"lsy1571985465872","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>“女股神”伍德：美股并无泡沫，但债市泡沫已现</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; 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}\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“女股神”伍德：美股并无泡沫，但债市泡沫已现\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-12 11:32 北京时间 <a href=https://new.qq.com/omn/20210212/20210212A00QL100.html><strong>腾讯网 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>腾讯证券2月12日讯，尽管所有人都在关注美国股市可能已经处于泡沫之中的观点，但很重要的一点是要指出，并不是每个人都同意这个观点。\n方舟投资公司（Ark Invest）的首席执行官凯西·伍德（Cathie Wood）享有“女股神”的盛誉，她管理着方舟创新ETF（ARK Innovation ETF）和方舟基因革命ETF（ARK Genomic Revolution ETF），可以说是最成功的基金...</p>\n\n<a href=\"https://new.qq.com/omn/20210212/20210212A00QL100.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fca8fb46987dd44f23033bff8816eaa7","relate_stocks":{},"source_url":"https://new.qq.com/omn/20210212/20210212A00QL100.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150366475","content_text":"腾讯证券2月12日讯，尽管所有人都在关注美国股市可能已经处于泡沫之中的观点，但很重要的一点是要指出，并不是每个人都同意这个观点。\n方舟投资公司（Ark Invest）的首席执行官凯西·伍德（Cathie Wood）享有“女股神”的盛誉，她管理着方舟创新ETF（ARK Innovation ETF）和方舟基因革命ETF（ARK Genomic Revolution ETF），可以说是最成功的基金经理人之一。据财经信息供应商FactSet提供的数据显示，在过去12个月时间里，这两只ETF（交易所交易基金）吸引的资金流入超过了其他任何主动管理型股票ETF。而在每月一次的网络研讨会上，伍德提出了反对股市存在泡沫的论点。\n自2018年以来，股票市场的资金流出达到了3000亿美元左右，其中不包括公司回购股票所花费的资金。伍德指出，同期已有1万亿美元资金流入债券市场。她说道：“如果说哪里有泡沫的话，那也不是在股市上，而是在固定收益市场上。”\n伍德表示，私人股本正在助长这个泡沫。“看到那些成熟的私募股权公司继续提高杠杆率，以便使其能够享受到私募股权的分配，这对我来说是令人惊讶的。”她表示，通过不投资于未来的方式，私募股权公司正在借此维持高倍数的现金流。“对这些公司来说，这已经成了一个问题，而随着时间的推移，它们的高现金流利润率将消失。”\n她指出，视频游戏零售商GameStop（NYSE:GME，国内常称为“游戏驿站”）和AMC娱乐公司股票一度暴涨的走势也助长了债券市场的泡沫。以AMC娱乐公司为例，其票面利率为5%的公司债的收益率已经飙升至80%，原因是股价的大涨使得这家电影院线运营商有能力发行股票。她表示：“如果AMC破产，那么谁来承担责任？我不认为一次股票发行就能改变他们的处境。”\n另外，伍德还抨击了被动型投资模式。她说道：“我们在过去20年里看到了向被动型投资模式的转变，而现在看来，这种模式所带来的回报令人失望的。”。虽然她承认被动型基金确实比较便宜的，但她表示，这种基金“便宜是有原因的”，这句话经常与反对价值股的论点联系在一起。伍德认为，至少应该通过投资创新来对冲风险。\n在股市上，那些在创新和投资方面处于领先地位的公司和那些没有这种领先优势的公司之间存在分歧。伍德列举了电动汽车制造商特斯拉、支付服务公司Square和流媒体数字播放器制造商Roku作为例子，说明正在演变之中的平台型公司将会最大的赢家。她说道：“我们认为，这些公司的估值将会上升，就像亚马逊的估值一直都在上升那样。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386082708,"gmtCreate":1613112621104,"gmtModify":1634554477410,"author":{"id":"3568930674369958","authorId":"3568930674369958","name":"Boris628","avatar":"https://static.tigerbbs.com/a8dfcfdfd3fab52796ba7c3129a89fe8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568930674369958","authorIdStr":"3568930674369958"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386082708","repostId":"1109604105","repostType":2,"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386082275,"gmtCreate":1613112587597,"gmtModify":1634554477632,"author":{"id":"3568930674369958","authorId":"3568930674369958","name":"Boris628","avatar":"https://static.tigerbbs.com/a8dfcfdfd3fab52796ba7c3129a89fe8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568930674369958","authorIdStr":"3568930674369958"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386082275","repostId":"2110302782","repostType":2,"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386082151,"gmtCreate":1613112553773,"gmtModify":1634554477995,"author":{"id":"3568930674369958","authorId":"3568930674369958","name":"Boris628","avatar":"https://static.tigerbbs.com/a8dfcfdfd3fab52796ba7c3129a89fe8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568930674369958","authorIdStr":"3568930674369958"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386082151","repostId":"2110271950","repostType":2,"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":381641128,"gmtCreate":1612965831364,"gmtModify":1703767572648,"author":{"id":"3568930674369958","authorId":"3568930674369958","name":"Boris628","avatar":"https://static.tigerbbs.com/a8dfcfdfd3fab52796ba7c3129a89fe8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568930674369958","authorIdStr":"3568930674369958"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381641128","repostId":"1144216978","repostType":2,"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
