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2021-01-21

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2021-01-23

$RLX科技(RLX)$第一支翻倍股纪念一下

2021-01-26

这篇文章不错，转发给大家看看

@美股研究社:ARK女神持仓每日跟踪｜2021年01月23日

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Wood）女士，已经在金融和投资领域工作超过30年了。她于2013年创办方舟投资管理公司（ARK Investment Management）。作为创始人、首席执行官、首席投资官，她的投资绩效非常突出，重仓特斯拉一战是让她名声大振，也被很多人称为女巴菲特。由于ARK基金管理的ETF的业绩非常出色，ARK会公布每日持仓动作。1月23日，美股研究社整理该基金持仓动作如下：Bought：$9923&nbsp;/ $VRTX&nbsp;/ $BEAM&nbsp;/ $EXAS&nbsp;/ $TMO&nbsp;/ $IONS&nbsp;/ $VEEV&nbsp;/ $TAK&nbsp;/ $INCY&nbsp;/ $PINS&nbsp;/ $PYPL&nbsp;/ $PCAR&nbsp;/ $TSM&nbsp;/ $TXG&nbsp;/ $NTDOY&nbsp;/ $TSM&nbsp;/ $KTOS&nbsp;/ $ADYEYSold：$TWST&nbsp;/ $CSTL&nbsp;/ $CRSP&nbsp;/ $CGEN&nbsp;/ $ROKU&nbsp;/ $ONVO&nbsp;/ $MTLS&nbsp;/ $SPLK社长点评：1、连续加仓PINS，考虑到这家公司即将公布财报，再加上四季度的电商爆发式增长，这可能是一个比较确定的机会2、TSM因为INTC的利空遭到抛售，但ARK逆势加仓，这值得我们注意3，PYPL和VEEV仍然在不断加仓中，大家可以适当布局。","listText":"ARK基金介绍凯瑟琳-伍德（Catherine Wood）女士，已经在金融和投资领域工作超过30年了。她于2013年创办方舟投资管理公司（ARK Investment Management）。作为创始人、首席执行官、首席投资官，她的投资绩效非常突出，重仓特斯拉一战是让她名声大振，也被很多人称为女巴菲特。由于ARK基金管理的ETF的业绩非常出色，ARK会公布每日持仓动作。1月23日，美股研究社整理该基金持仓动作如下：Bought：$9923&nbsp;/ $VRTX&nbsp;/ $BEAM&nbsp;/ $EXAS&nbsp;/ $TMO&nbsp;/ $IONS&nbsp;/ $VEEV&nbsp;/ $TAK&nbsp;/ $INCY&nbsp;/ $PINS&nbsp;/ $PYPL&nbsp;/ $PCAR&nbsp;/ $TSM&nbsp;/ $TXG&nbsp;/ $NTDOY&nbsp;/ $TSM&nbsp;/ $KTOS&nbsp;/ $ADYEYSold：$TWST&nbsp;/ $CSTL&nbsp;/ $CRSP&nbsp;/ $CGEN&nbsp;/ $ROKU&nbsp;/ $ONVO&nbsp;/ $MTLS&nbsp;/ $SPLK社长点评：1、连续加仓PINS，考虑到这家公司即将公布财报，再加上四季度的电商爆发式增长，这可能是一个比较确定的机会2、TSM因为INTC的利空遭到抛售，但ARK逆势加仓，这值得我们注意3，PYPL和VEEV仍然在不断加仓中，大家可以适当布局。","text":"ARK基金介绍凯瑟琳-伍德（Catherine Wood）女士，已经在金融和投资领域工作超过30年了。她于2013年创办方舟投资管理公司（ARK Investment Management）。作为创始人、首席执行官、首席投资官，她的投资绩效非常突出，重仓特斯拉一战是让她名声大振，也被很多人称为女巴菲特。由于ARK基金管理的ETF的业绩非常出色，ARK会公布每日持仓动作。1月23日，美股研究社整理该基金持仓动作如下：Bought：$9923 / $VRTX / $BEAM / $EXAS / $TMO / $IONS / $VEEV / $TAK / $INCY / $PINS / $PYPL / $PCAR / $TSM / $TXG / $NTDOY / $TSM / $KTOS / $ADYEYSold：$TWST / $CSTL / $CRSP / $CGEN / $ROKU / $ONVO / $MTLS / $SPLK社长点评：1、连续加仓PINS，考虑到这家公司即将公布财报，再加上四季度的电商爆发式增长，这可能是一个比较确定的机会2、TSM因为INTC的利空遭到抛售，但ARK逆势加仓，这值得我们注意3，PYPL和VEEV仍然在不断加仓中，大家可以适当布局。","images":[{"img":"https://static.tigerbbs.com/9cc7a2fb09242ce14562a338732ed6a0"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310754688","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}