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Mxtinhzq

Mxtinhzq

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2021-06-16

Amazon and Google is here to stay for the long haul. Big players, stable investment but hard for small time investors to see ROI.

抱歉，原内容已删除

2021-06-16

Too much Nio noises what about Xpeng? It’s doing just as well. Rooting for Xpeng

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2021-06-16

$Apple(AAPL)$I sold my apple shares at $126 slow progress. Long term play.

2021-03-02

Should have gotten baba at $220 when I stillhad the chance. Nonetheless still great stock to buy for the long haul

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2021-03-02

Should have gotten BABA at $220. Nonetheless still undervalue and great stock to keep for the long haul.

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2021-03-02

Would never buy Tesla stock on its own. Willonly buy ETF that includes with Tesla. Less risky.

'Build Me An Ark': The Tsunami Of Risk Of Tesla-Bitcoin-Cathie Wood Is Coming<blockquote>“为我建造一艘方舟”：特斯拉-比特币-凯西·伍德的风险海啸即将到来</blockquote>

2021-03-02

Ok

Looking For The Top Tech Stocks To Buy? 2 Reporting Earnings This Week<blockquote>寻找最值得购买的科技股？2本周公布收益</blockquote>

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Big players, stable investment but hard for small time investors to see ROI.","listText":"Amazon and Google is here to stay for the long haul. Big players, stable investment but hard for small time investors to see ROI.","text":"Amazon and Google is here to stay for the long haul. Big players, stable investment but hard for small time investors to see ROI.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/160161319","repostId":"1127823989","repostType":2,"isVote":1,"tweetType":1,"viewCount":2484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160160462,"gmtCreate":1623775096756,"gmtModify":1634028393825,"author":{"id":"3574558286837472","authorId":"3574558286837472","name":"Mxtinhzq","avatar":"https://static.tigerbbs.com/c915c3b8303c6bd800f52c911a79390f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574558286837472","idStr":"3574558286837472"},"themes":[],"htmlText":"Too much Nio noises what about Xpeng? It’s doing just as well. Rooting for Xpeng","listText":"Too much Nio noises what about Xpeng? It’s doing just as well. Rooting for Xpeng","text":"Too much Nio noises what about Xpeng? It’s doing just as well. Rooting for Xpeng","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160160462","repostId":"1146386859","repostType":2,"isVote":1,"tweetType":1,"viewCount":1254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160185205,"gmtCreate":1623774990207,"gmtModify":1634028396713,"author":{"id":"3574558286837472","authorId":"3574558286837472","name":"Mxtinhzq","avatar":"https://static.tigerbbs.com/c915c3b8303c6bd800f52c911a79390f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574558286837472","idStr":"3574558286837472"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>I sold my apple shares at $126 slow progress. Long term play.","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>I sold my apple shares at $126 slow progress. Long term play.","text":"$Apple(AAPL)$I sold my apple shares at $126 slow progress. Long term play.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160185205","isVote":1,"tweetType":1,"viewCount":2163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365935831,"gmtCreate":1614688069823,"gmtModify":1703479866394,"author":{"id":"3574558286837472","authorId":"3574558286837472","name":"Mxtinhzq","avatar":"https://static.tigerbbs.com/c915c3b8303c6bd800f52c911a79390f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574558286837472","idStr":"3574558286837472"},"themes":[],"htmlText":"Should have gotten baba at $220 when I stillhad the chance. Nonetheless still great stock to buy for the long haul","listText":"Should have gotten baba at $220 when I stillhad the chance. Nonetheless still great stock to buy for the long haul","text":"Should have gotten baba at $220 when I stillhad the chance. Nonetheless still great stock to buy for the long haul","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365935831","repostId":"1169004570","repostType":4,"isVote":1,"tweetType":1,"viewCount":1300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365932600,"gmtCreate":1614687993600,"gmtModify":1703479865199,"author":{"id":"3574558286837472","authorId":"3574558286837472","name":"Mxtinhzq","avatar":"https://static.tigerbbs.com/c915c3b8303c6bd800f52c911a79390f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574558286837472","idStr":"3574558286837472"},"themes":[],"htmlText":"Should have gotten BABA at $220. Nonetheless still undervalue and great stock to keep for the long haul.&nbsp;","listText":"Should have gotten BABA at $220. Nonetheless still undervalue and great stock to keep for the long haul.&nbsp;","text":"Should have gotten BABA at $220. Nonetheless still undervalue and great stock to keep for the long haul.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/365932600","repostId":"1169004570","repostType":4,"isVote":1,"tweetType":1,"viewCount":3171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365930413,"gmtCreate":1614687430632,"gmtModify":1703479856828,"author":{"id":"3574558286837472","authorId":"3574558286837472","name":"Mxtinhzq","avatar":"https://static.tigerbbs.com/c915c3b8303c6bd800f52c911a79390f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574558286837472","idStr":"3574558286837472"},"themes":[],"htmlText":"Would never buy Tesla stock on its own. Willonly buy ETF that includes with Tesla. Less risky.","listText":"Would never buy Tesla stock on its own. Willonly buy ETF that includes with Tesla. Less risky.","text":"Would never buy Tesla stock on its own. Willonly buy ETF that includes with Tesla. Less risky.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365930413","repostId":"1105841550","repostType":4,"repost":{"id":"1105841550","kind":"news","pubTimestamp":1614600153,"share":"https://www.laohu8.com/m/news/1105841550?lang=zh_CN&edition=full","pubTime":"2021-03-01 20:02","market":"us","language":"en","title":"'Build Me An Ark': The Tsunami Of Risk Of Tesla-Bitcoin-Cathie Wood Is Coming<blockquote>“为我建造一艘方舟”：特斯拉-比特币-凯西·伍德的风险海啸即将到来</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1105841550","media":"zerohedge","summary":"Summary:\n\n In today's equity update we are following up on our\n analysis of the Tesla-Bitcoin-Ark ri","content":"<p><u><b>Summary:</b></u></p><p><blockquote><u><b>摘要：</b></u></blockquote></p><p>   In today's equity update we are following up on our  <b>analysis of the Tesla-Bitcoin-Ark risk cluster</b>showing an updated positions analysis, cross-correlations in the flagship Ark Innovation ETF, and an drawdown analysis. Yesterday, was another bad session for this risk cluster and Ark Invest had a day with outflows across all their ETFs highlighting that risk sentiment has changed. With the founder's bold move to increase the position in Tesla during the week the risk has gone up that this risk cluster could turn into an ugly forced selling dynamic causing pain in not only Tesla, Bitcoin, and Ark funds, but also US biotechnology stocks where Ark Invest is a major holder with high ownership in selected names.  A little over a month ago we first flagged the Tesla-Bitcoin-Ark risk cluster as something to take note off as short-term correlation between Tesla and Bitcoin was shooting up. A survey from Charles Schwab also confirmed our suspicion that there is a big overlap as these two instruments are among the top five holdings by millennials. Our analysis quickly led us to Ark Invest with its famous Ark Innovation ETF which had a big position in Tesla and its charismatic founder Cathie Wood is a big believer in the so-called disruptive innovation culture of Silicon Valley. This class of people believe firmly in technology as mainly good for society in all its aspects and that&nbsp;Bitcoin is a protection against future wealth confiscation&nbsp;which is most likely inevitable due to historically high wealth inequality.</p><p><blockquote>在今天的股票更新中，我们将跟进我们的<b>特斯拉-比特币-方舟风险集群分析</b>显示了最新的头寸分析、旗舰Ark Innovation ETF的互相关性以及回撤分析。昨天是该风险集群的又一个糟糕交易日，Ark Invest的所有ETF都出现资金外流，突显出风险情绪已经发生变化。随着创始人本周大胆增持特斯拉头寸，这一风险集群可能演变成丑陋的强制抛售动态的风险已经上升，不仅会给特斯拉、比特币和Ark基金带来痛苦，也会给美国生物科技股带来痛苦。Ark Invest是主要持有人，在选定的名称中拥有大量所有权。一个多月前，随着特斯拉和比特币之间的短期相关性不断上升，我们首次将特斯拉-比特币-方舟风险集群标记为值得注意的问题。嘉信理财的一项调查也证实了我们的怀疑，即存在很大重叠，因为这两种工具是千禧一代持有的前五大工具之一。我们的分析很快让我们找到了Ark Invest及其著名的Ark Innovation ETF，该ETF在特斯拉拥有大量头寸，其魅力四射的创始人Cathie Wood是硅谷所谓颠覆性创新文化的忠实信徒。这一类人坚信技术在各个方面对社会都有好处，比特币是防止未来财富被没收的一种保护，由于历史上高度的财富不平等，这很可能是不可避免的。</blockquote></p><p> This disruptive innovation culture is powerful. It is presented by some of the wealthiest people of this planet. Endless presentation about innovation and institutions like the Singularity University promote these views. Behind Bitcoin you find a huge online marketing machine sucking ordinary people into the game. Recently wealthy people such as Elon Musk has openly supported Bitcoin, first in writing and later in action adding $1.5bn to Tesla’s balance sheet and thereby significantly increasing its earnings volatility. The triangle of Tesla-Bitcoin-Ark and their respective momentum has reinforced each other creating a positive feedback loop luring more investors into these instruments. As we have seen this week the ‘tower of risk’ is beginning to show cracks.</p><p><blockquote>这种颠覆性的创新文化是强大的。它是由这个星球上一些最富有的人提出的。关于创新和奇点大学等机构的无休止的介绍促进了这些观点。在比特币背后，你会发现一个巨大的在线营销机器，将普通人吸进游戏中。最近，Elon Musk等富人公开支持比特币，先是以书面形式，后来又采取行动，为特斯拉的资产负债表增加了15亿美元，从而显着增加了其盈利波动性。特斯拉-比特币-方舟三角及其各自的势头相互加强，创造了一个正反馈循环，吸引更多投资者进入这些工具。正如我们本周所看到的，“风险之塔”开始出现裂缝。</blockquote></p><p> <b>Ark position update and Cathie Wood’s bold move and the risk to biotechnology</b></p><p><blockquote><b>Ark立场更新和Cathie Wood的大胆举措以及生物技术面临的风险</b></blockquote></p><p> This week Tesla-Bitcoin-Ark all came under pressure from negative voices in governments over Bitcoin and beginning noise over real competition for Tesla in the coming years. The risk cluster was clearly moving together, and correlations started rising. On Tuesday, volatility picked up across the board and at one point Cathie Wood felt it was necessary to go public supporting her funds and said that&nbsp;she had increased their position in Tesla&nbsp;using big numbers in the future to justify increasing the risk. This is a bold move, but it increases the risk considerably. When you are at risk of seeing sizeable outflows, you should start reducing the most illiquid positions first while you can control the situation. Because if you are forced to do it by redemptions the game changes dramatically.</p><p><blockquote>本周，特斯拉-比特币-方舟都面临着来自政府对比特币的负面声音的压力，以及未来几年特斯拉真正竞争的噪音。风险集群显然在一起移动，相关性开始上升。周二，波动性全面加剧，凯西·伍德(Cathie Wood)一度认为有必要上市支持她的基金，并表示她已经增加了在特斯拉的头寸，并在未来利用大量数据来证明增加风险的合理性。这是一个大胆的举动，但它大大增加了风险。当你面临大量资金外流的风险时，你应该在你能控制局面的时候，首先开始减少流动性最差的头寸。因为如果你被迫这样做，游戏就会发生巨大的变化。</blockquote></p><p> The tables below show updated Ark Invest positions as of yesterday’s close. There are still 26 stocks where Ark Invest holds more than 10% of the outstanding shares. This could become a serious problem if Ark Invest is suddenly caught in a negative feedback loop together with Tesla and Bitcoin. But also note how US biotechnology stocks are overrepresented in this list of stocks with high ownership in percentage of outstanding shares. If Ark Invest suddenly experience across the board outflows, like it did yesterday, then they can suddenly be the forced seller in US biotechnology stocks where they are the whale. This could cascade into the overall US biotechnology segment although the group is diverse.</p><p><blockquote>下表显示了截至昨天收盘时更新的Ark Invest头寸。Ark Invest持有流通股比例超过10%的个股仍有26只。如果Ark Invest突然与特斯拉和比特币一起陷入负反馈循环，这可能会成为一个严重的问题。但也请注意，美国生物技术股票在这份占流通股比例较高的股票列表中所占比例过高。如果Ark Invest突然经历全面资金外流，就像昨天一样，那么他们可能会突然成为美国生物科技股的被迫卖家，而他们是鲸鱼。尽管该集团是多元化的，但这可能会波及整个美国生物技术领域。</blockquote></p><p> <i>Stocks held by Ark Invest funds with combined ownership above 10% of outstanding shares</i></p><p><blockquote><i>Ark Invest基金持有的合计持股比例超过流通股10%的股票</i></blockquote></p><p> <img src=\"https://static.tigerbbs.com/b97684f80243d32efc06f3379d51d4fb\" tg-width=\"500\" tg-height=\"353\">Source: Ark Invest, Bloomberg, and Saxo Group</p><p><blockquote>资料来源：Ark Invest、彭博社和盛宝集团</blockquote></p><p></p><p> The table below shows the largest positions across all funds. Here Tesla has now jumped to 7% of AUM and the first five positions now account for 21.6% of AUM. The five biggest stocks are Tesla, Teladoc Health, Square, Roku, and Baidu. Square just recently reported disappointing Q4 earnings and announced the purchase of $170mn of Bitcoin increasing the risk and feedback loop further in this risk cluster. In the Ark Innovation ETF itself, Tesla is now 10.2% of assets and together with Roku (6%) and Square (5.4%) these three stocks represent 21.6% of assets. If you look at the 10 largest positions in the Ark Innovation ETF then the red thread is that they all come with very high equity valuations and thus low implied equity risk premiums. They are all also mostly equity financed, except for Tesla, which means that the WACC, cost of capital, predominantly come from the cost of equity. With low implied equity risk premiums, the risk-free rate dominates much more than for a company such as say Microsoft or Apple. This means that the rising interest rates could suddenly cause a huge shift in equity valuations. Not because the future is different but because the cost of capital has changed.</p><p><blockquote>下表显示了所有基金的最大头寸。在这里，特斯拉现在已经跃升至资产管理规模的7%，前五个职位现在占资产管理规模的21.6%。最大的五只股票是特斯拉、Teladoc Health、Square、Roku和百度。Square最近刚刚公布了令人失望的第四季度收益，并宣布以1.7亿美元收购比特币，进一步增加了该风险集群的风险和反馈循环。在Ark Innovation ETF本身中，特斯拉目前占资产的10.2%，加上Roku(6%)和Square(5.4%)，这三只股票占资产的21.6%。如果你看看Ark Innovation ETF中最大的10个头寸，那么红线是它们都具有非常高的股票估值，因此隐含的股票风险溢价较低。除特斯拉外，它们也主要是股权融资，这意味着WACC（资本成本）主要来自股权成本。由于隐含股权风险溢价较低，无风险利率比微软或苹果等公司占据主导地位。这意味着利率上升可能会突然导致股票估值发生巨大变化。不是因为未来不同，而是因为资本成本发生了变化。</blockquote></p><p> <i>Top positions in terms of Ark Invest AUM across all funds</i></p><p><blockquote><i>Ark Invest所有基金的资产管理规模排名靠前</i></blockquote></p><p> <img src=\"https://static.tigerbbs.com/7e06fcb66d5a52e629b48c9cab492586\" tg-width=\"500\" tg-height=\"302\">Source: Ark Invest, Bloomberg, and Saxo Group</p><p><blockquote>资料来源：Ark Invest、彭博社和盛宝集团</blockquote></p><p> <u><b>Correlations on the rise and drawdown outlier</b></u></p><p><blockquote><u><b>上涨和下跌异常值的相关性</b></u></blockquote></p><p> The best sign of risk going haywire is always fast rising cross-correlations whether it is on asset classes or single stocks. The chart below shows the 10-day moving cross-correlation in the Ark Innovation ETF since early 2020. It has recently moved to around 0.6 and while it is not a new record the direction is up and has been fast coming from only 0.2 from a few weeks ago. The next week will be critical for the Tesla-Bitcoin-Ark risk cluster as negative feedback loops can be violent and very unpredictable in their outcome.</p><p><blockquote>风险失控的最佳迹象总是快速上升的交叉相关性，无论是资产类别还是单一股票。下图显示了Ark Innovation ETF自2020年初以来的10天移动互相关性。它最近已经移动到0.6左右，虽然这不是一个新的记录，但方向是上升的，并且已经从几周前的0.2快速上升。下周对于特斯拉-比特币-方舟风险集群来说至关重要，因为负反馈循环可能是暴力的，其结果非常不可预测。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ab96aaafda10c2371b1d3a1a14c4a48a\" tg-width=\"500\" tg-height=\"280\"><i>Source: Bloomberg and Saxo Group</i></p><p><blockquote><i>资料来源：彭博社和盛宝集团</i></blockquote></p><p> Another way of looking at risk is by plotting Ark Innovation ETF drawdowns against that of Nasdaq 100 since December 2015.<b>The ETF has typically experienced a drawdown that is 1.22 times larger than that of Nasdaq 100</b>. As of yesterday, the ratio stands at 2.44 and thus illustrates that something idiosyncratic is taking place at Ark Innovation ETF.</p><p><blockquote>看待风险的另一种方法是将Ark Innovation ETF的回撤与2015年12月以来纳斯达克100指数的回撤进行比较。<b>该ETF的跌幅通常是纳斯达克100指数的1.22倍</b>截至昨天，该比率为2.44，因此表明Ark Innovation ETF正在发生一些特殊的事情。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/80db26e42e2910071718ff22a1ff3f2b\" tg-width=\"500\" tg-height=\"308\"><b>If outflows continue today and Tesla comes under pressure again then this indicator could very well hit a new record in terms of being an outlier signaling a negative feedback loop on risk has started.</b></p><p><blockquote><b>如果今天资金外流继续，特斯拉再次面临压力，那么该指标很可能会创下新纪录，成为一个异常值，表明风险负反馈循环已经开始。</b></blockquote></p><p></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>'Build Me An Ark': The Tsunami Of Risk Of Tesla-Bitcoin-Cathie Wood Is Coming<blockquote>“为我建造一艘方舟”：特斯拉-比特币-凯西·伍德的风险海啸即将到来</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\">\n'Build Me An Ark': The Tsunami Of Risk Of Tesla-Bitcoin-Cathie Wood Is Coming<blockquote>“为我建造一艘方舟”：特斯拉-比特币-凯西·伍德的风险海啸即将到来</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-03-01 20:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p><u><b>Summary:</b></u></p><p><blockquote><u><b>摘要：</b></u></blockquote></p><p>   In today's equity update we are following up on our  <b>analysis of the Tesla-Bitcoin-Ark risk cluster</b>showing an updated positions analysis, cross-correlations in the flagship Ark Innovation ETF, and an drawdown analysis. Yesterday, was another bad session for this risk cluster and Ark Invest had a day with outflows across all their ETFs highlighting that risk sentiment has changed. With the founder's bold move to increase the position in Tesla during the week the risk has gone up that this risk cluster could turn into an ugly forced selling dynamic causing pain in not only Tesla, Bitcoin, and Ark funds, but also US biotechnology stocks where Ark Invest is a major holder with high ownership in selected names.  A little over a month ago we first flagged the Tesla-Bitcoin-Ark risk cluster as something to take note off as short-term correlation between Tesla and Bitcoin was shooting up. A survey from Charles Schwab also confirmed our suspicion that there is a big overlap as these two instruments are among the top five holdings by millennials. Our analysis quickly led us to Ark Invest with its famous Ark Innovation ETF which had a big position in Tesla and its charismatic founder Cathie Wood is a big believer in the so-called disruptive innovation culture of Silicon Valley. This class of people believe firmly in technology as mainly good for society in all its aspects and that&nbsp;Bitcoin is a protection against future wealth confiscation&nbsp;which is most likely inevitable due to historically high wealth inequality.</p><p><blockquote>在今天的股票更新中，我们将跟进我们的<b>特斯拉-比特币-方舟风险集群分析</b>显示了最新的头寸分析、旗舰Ark Innovation ETF的互相关性以及回撤分析。昨天是该风险集群的又一个糟糕交易日，Ark Invest的所有ETF都出现资金外流，突显出风险情绪已经发生变化。随着创始人本周大胆增持特斯拉头寸，这一风险集群可能演变成丑陋的强制抛售动态的风险已经上升，不仅会给特斯拉、比特币和Ark基金带来痛苦，也会给美国生物科技股带来痛苦。Ark Invest是主要持有人，在选定的名称中拥有大量所有权。一个多月前，随着特斯拉和比特币之间的短期相关性不断上升，我们首次将特斯拉-比特币-方舟风险集群标记为值得注意的问题。嘉信理财的一项调查也证实了我们的怀疑，即存在很大重叠，因为这两种工具是千禧一代持有的前五大工具之一。我们的分析很快让我们找到了Ark Invest及其著名的Ark Innovation ETF，该ETF在特斯拉拥有大量头寸，其魅力四射的创始人Cathie Wood是硅谷所谓颠覆性创新文化的忠实信徒。这一类人坚信技术在各个方面对社会都有好处，比特币是防止未来财富被没收的一种保护，由于历史上高度的财富不平等，这很可能是不可避免的。</blockquote></p><p> This disruptive innovation culture is powerful. It is presented by some of the wealthiest people of this planet. Endless presentation about innovation and institutions like the Singularity University promote these views. Behind Bitcoin you find a huge online marketing machine sucking ordinary people into the game. Recently wealthy people such as Elon Musk has openly supported Bitcoin, first in writing and later in action adding $1.5bn to Tesla’s balance sheet and thereby significantly increasing its earnings volatility. The triangle of Tesla-Bitcoin-Ark and their respective momentum has reinforced each other creating a positive feedback loop luring more investors into these instruments. As we have seen this week the ‘tower of risk’ is beginning to show cracks.</p><p><blockquote>这种颠覆性的创新文化是强大的。它是由这个星球上一些最富有的人提出的。关于创新和奇点大学等机构的无休止的介绍促进了这些观点。在比特币背后，你会发现一个巨大的在线营销机器，将普通人吸进游戏中。最近，Elon Musk等富人公开支持比特币，先是以书面形式，后来又采取行动，为特斯拉的资产负债表增加了15亿美元，从而显着增加了其盈利波动性。特斯拉-比特币-方舟三角及其各自的势头相互加强，创造了一个正反馈循环，吸引更多投资者进入这些工具。正如我们本周所看到的，“风险之塔”开始出现裂缝。</blockquote></p><p> <b>Ark position update and Cathie Wood’s bold move and the risk to biotechnology</b></p><p><blockquote><b>Ark立场更新和Cathie Wood的大胆举措以及生物技术面临的风险</b></blockquote></p><p> This week Tesla-Bitcoin-Ark all came under pressure from negative voices in governments over Bitcoin and beginning noise over real competition for Tesla in the coming years. The risk cluster was clearly moving together, and correlations started rising. On Tuesday, volatility picked up across the board and at one point Cathie Wood felt it was necessary to go public supporting her funds and said that&nbsp;she had increased their position in Tesla&nbsp;using big numbers in the future to justify increasing the risk. This is a bold move, but it increases the risk considerably. When you are at risk of seeing sizeable outflows, you should start reducing the most illiquid positions first while you can control the situation. Because if you are forced to do it by redemptions the game changes dramatically.</p><p><blockquote>本周，特斯拉-比特币-方舟都面临着来自政府对比特币的负面声音的压力，以及未来几年特斯拉真正竞争的噪音。风险集群显然在一起移动，相关性开始上升。周二，波动性全面加剧，凯西·伍德(Cathie Wood)一度认为有必要上市支持她的基金，并表示她已经增加了在特斯拉的头寸，并在未来利用大量数据来证明增加风险的合理性。这是一个大胆的举动，但它大大增加了风险。当你面临大量资金外流的风险时，你应该在你能控制局面的时候，首先开始减少流动性最差的头寸。因为如果你被迫这样做，游戏就会发生巨大的变化。</blockquote></p><p> The tables below show updated Ark Invest positions as of yesterday’s close. There are still 26 stocks where Ark Invest holds more than 10% of the outstanding shares. This could become a serious problem if Ark Invest is suddenly caught in a negative feedback loop together with Tesla and Bitcoin. But also note how US biotechnology stocks are overrepresented in this list of stocks with high ownership in percentage of outstanding shares. If Ark Invest suddenly experience across the board outflows, like it did yesterday, then they can suddenly be the forced seller in US biotechnology stocks where they are the whale. This could cascade into the overall US biotechnology segment although the group is diverse.</p><p><blockquote>下表显示了截至昨天收盘时更新的Ark Invest头寸。Ark Invest持有流通股比例超过10%的个股仍有26只。如果Ark Invest突然与特斯拉和比特币一起陷入负反馈循环，这可能会成为一个严重的问题。但也请注意，美国生物技术股票在这份占流通股比例较高的股票列表中所占比例过高。如果Ark Invest突然经历全面资金外流，就像昨天一样，那么他们可能会突然成为美国生物科技股的被迫卖家，而他们是鲸鱼。尽管该集团是多元化的，但这可能会波及整个美国生物技术领域。</blockquote></p><p> <i>Stocks held by Ark Invest funds with combined ownership above 10% of outstanding shares</i></p><p><blockquote><i>Ark Invest基金持有的合计持股比例超过流通股10%的股票</i></blockquote></p><p> <img src=\"https://static.tigerbbs.com/b97684f80243d32efc06f3379d51d4fb\" tg-width=\"500\" tg-height=\"353\">Source: Ark Invest, Bloomberg, and Saxo Group</p><p><blockquote>资料来源：Ark Invest、彭博社和盛宝集团</blockquote></p><p></p><p> The table below shows the largest positions across all funds. Here Tesla has now jumped to 7% of AUM and the first five positions now account for 21.6% of AUM. The five biggest stocks are Tesla, Teladoc Health, Square, Roku, and Baidu. Square just recently reported disappointing Q4 earnings and announced the purchase of $170mn of Bitcoin increasing the risk and feedback loop further in this risk cluster. In the Ark Innovation ETF itself, Tesla is now 10.2% of assets and together with Roku (6%) and Square (5.4%) these three stocks represent 21.6% of assets. If you look at the 10 largest positions in the Ark Innovation ETF then the red thread is that they all come with very high equity valuations and thus low implied equity risk premiums. They are all also mostly equity financed, except for Tesla, which means that the WACC, cost of capital, predominantly come from the cost of equity. With low implied equity risk premiums, the risk-free rate dominates much more than for a company such as say Microsoft or Apple. This means that the rising interest rates could suddenly cause a huge shift in equity valuations. Not because the future is different but because the cost of capital has changed.</p><p><blockquote>下表显示了所有基金的最大头寸。在这里，特斯拉现在已经跃升至资产管理规模的7%，前五个职位现在占资产管理规模的21.6%。最大的五只股票是特斯拉、Teladoc Health、Square、Roku和百度。Square最近刚刚公布了令人失望的第四季度收益，并宣布以1.7亿美元收购比特币，进一步增加了该风险集群的风险和反馈循环。在Ark Innovation ETF本身中，特斯拉目前占资产的10.2%，加上Roku(6%)和Square(5.4%)，这三只股票占资产的21.6%。如果你看看Ark Innovation ETF中最大的10个头寸，那么红线是它们都具有非常高的股票估值，因此隐含的股票风险溢价较低。除特斯拉外，它们也主要是股权融资，这意味着WACC（资本成本）主要来自股权成本。由于隐含股权风险溢价较低，无风险利率比微软或苹果等公司占据主导地位。这意味着利率上升可能会突然导致股票估值发生巨大变化。不是因为未来不同，而是因为资本成本发生了变化。</blockquote></p><p> <i>Top positions in terms of Ark Invest AUM across all funds</i></p><p><blockquote><i>Ark Invest所有基金的资产管理规模排名靠前</i></blockquote></p><p> <img src=\"https://static.tigerbbs.com/7e06fcb66d5a52e629b48c9cab492586\" tg-width=\"500\" tg-height=\"302\">Source: Ark Invest, Bloomberg, and Saxo Group</p><p><blockquote>资料来源：Ark Invest、彭博社和盛宝集团</blockquote></p><p> <u><b>Correlations on the rise and drawdown outlier</b></u></p><p><blockquote><u><b>上涨和下跌异常值的相关性</b></u></blockquote></p><p> The best sign of risk going haywire is always fast rising cross-correlations whether it is on asset classes or single stocks. The chart below shows the 10-day moving cross-correlation in the Ark Innovation ETF since early 2020. It has recently moved to around 0.6 and while it is not a new record the direction is up and has been fast coming from only 0.2 from a few weeks ago. The next week will be critical for the Tesla-Bitcoin-Ark risk cluster as negative feedback loops can be violent and very unpredictable in their outcome.</p><p><blockquote>风险失控的最佳迹象总是快速上升的交叉相关性，无论是资产类别还是单一股票。下图显示了Ark Innovation ETF自2020年初以来的10天移动互相关性。它最近已经移动到0.6左右，虽然这不是一个新的记录，但方向是上升的，并且已经从几周前的0.2快速上升。下周对于特斯拉-比特币-方舟风险集群来说至关重要，因为负反馈循环可能是暴力的，其结果非常不可预测。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ab96aaafda10c2371b1d3a1a14c4a48a\" tg-width=\"500\" tg-height=\"280\"><i>Source: Bloomberg and Saxo Group</i></p><p><blockquote><i>资料来源：彭博社和盛宝集团</i></blockquote></p><p> Another way of looking at risk is by plotting Ark Innovation ETF drawdowns against that of Nasdaq 100 since December 2015.<b>The ETF has typically experienced a drawdown that is 1.22 times larger than that of Nasdaq 100</b>. As of yesterday, the ratio stands at 2.44 and thus illustrates that something idiosyncratic is taking place at Ark Innovation ETF.</p><p><blockquote>看待风险的另一种方法是将Ark Innovation ETF的回撤与2015年12月以来纳斯达克100指数的回撤进行比较。<b>该ETF的跌幅通常是纳斯达克100指数的1.22倍</b>截至昨天，该比率为2.44，因此表明Ark Innovation ETF正在发生一些特殊的事情。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/80db26e42e2910071718ff22a1ff3f2b\" tg-width=\"500\" tg-height=\"308\"><b>If outflows continue today and Tesla comes under pressure again then this indicator could very well hit a new record in terms of being an outlier signaling a negative feedback loop on risk has started.</b></p><p><blockquote><b>如果今天资金外流继续，特斯拉再次面临压力，那么该指标很可能会创下新纪录，成为一个异常值，表明风险负反馈循环已经开始。</b></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/build-me-ark-tsunami-risk-tesla-bitcoin-cathie-wood-coming\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKG":"ARK Genomic Revolution ETF","GBTC":"比特币ETF-Grayscale","ARKK":"ARK Innovation ETF","ARKW":"ARK Next Generation Internet ETF","TSLA":"特斯拉","ARKF":"ARK Fintech Innovation ETF","ARKR":"Ark Restaurants Corp","ARKQ":"ARK Autonomous Technology & Robotics ETF"},"source_url":"https://www.zerohedge.com/markets/build-me-ark-tsunami-risk-tesla-bitcoin-cathie-wood-coming","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105841550","content_text":"Summary:\n\n In today's equity update we are following up on our\n analysis of the Tesla-Bitcoin-Ark risk clustershowing an updated positions analysis, cross-correlations in the flagship Ark Innovation ETF, and an drawdown analysis. Yesterday, was another bad session for this risk cluster and Ark Invest had a day with outflows across all their ETFs highlighting that risk sentiment has changed. With the founder's bold move to increase the position in Tesla during the week the risk has gone up that this risk cluster could turn into an ugly forced selling dynamic causing pain in not only Tesla, Bitcoin, and Ark funds, but also US biotechnology stocks where Ark Invest is a major holder with high ownership in selected names.\n\nA little over a month ago we first flagged the Tesla-Bitcoin-Ark risk cluster as something to take note off as short-term correlation between Tesla and Bitcoin was shooting up. A survey from Charles Schwab also confirmed our suspicion that there is a big overlap as these two instruments are among the top five holdings by millennials. Our analysis quickly led us to Ark Invest with its famous Ark Innovation ETF which had a big position in Tesla and its charismatic founder Cathie Wood is a big believer in the so-called disruptive innovation culture of Silicon Valley. This class of people believe firmly in technology as mainly good for society in all its aspects and that Bitcoin is a protection against future wealth confiscation which is most likely inevitable due to historically high wealth inequality.\nThis disruptive innovation culture is powerful. It is presented by some of the wealthiest people of this planet. Endless presentation about innovation and institutions like the Singularity University promote these views. Behind Bitcoin you find a huge online marketing machine sucking ordinary people into the game. Recently wealthy people such as Elon Musk has openly supported Bitcoin, first in writing and later in action adding $1.5bn to Tesla’s balance sheet and thereby significantly increasing its earnings volatility. The triangle of Tesla-Bitcoin-Ark and their respective momentum has reinforced each other creating a positive feedback loop luring more investors into these instruments. As we have seen this week the ‘tower of risk’ is beginning to show cracks.\nArk position update and Cathie Wood’s bold move and the risk to biotechnology\nThis week Tesla-Bitcoin-Ark all came under pressure from negative voices in governments over Bitcoin and beginning noise over real competition for Tesla in the coming years. The risk cluster was clearly moving together, and correlations started rising. On Tuesday, volatility picked up across the board and at one point Cathie Wood felt it was necessary to go public supporting her funds and said that she had increased their position in Tesla using big numbers in the future to justify increasing the risk. This is a bold move, but it increases the risk considerably. When you are at risk of seeing sizeable outflows, you should start reducing the most illiquid positions first while you can control the situation. Because if you are forced to do it by redemptions the game changes dramatically.\nThe tables below show updated Ark Invest positions as of yesterday’s close. There are still 26 stocks where Ark Invest holds more than 10% of the outstanding shares. This could become a serious problem if Ark Invest is suddenly caught in a negative feedback loop together with Tesla and Bitcoin. But also note how US biotechnology stocks are overrepresented in this list of stocks with high ownership in percentage of outstanding shares. If Ark Invest suddenly experience across the board outflows, like it did yesterday, then they can suddenly be the forced seller in US biotechnology stocks where they are the whale. This could cascade into the overall US biotechnology segment although the group is diverse.\nStocks held by Ark Invest funds with combined ownership above 10% of outstanding shares\nSource: Ark Invest, Bloomberg, and Saxo Group\nThe table below shows the largest positions across all funds. Here Tesla has now jumped to 7% of AUM and the first five positions now account for 21.6% of AUM. The five biggest stocks are Tesla, Teladoc Health, Square, Roku, and Baidu. Square just recently reported disappointing Q4 earnings and announced the purchase of $170mn of Bitcoin increasing the risk and feedback loop further in this risk cluster. In the Ark Innovation ETF itself, Tesla is now 10.2% of assets and together with Roku (6%) and Square (5.4%) these three stocks represent 21.6% of assets. If you look at the 10 largest positions in the Ark Innovation ETF then the red thread is that they all come with very high equity valuations and thus low implied equity risk premiums. They are all also mostly equity financed, except for Tesla, which means that the WACC, cost of capital, predominantly come from the cost of equity. With low implied equity risk premiums, the risk-free rate dominates much more than for a company such as say Microsoft or Apple. This means that the rising interest rates could suddenly cause a huge shift in equity valuations. Not because the future is different but because the cost of capital has changed.\nTop positions in terms of Ark Invest AUM across all funds\nSource: Ark Invest, Bloomberg, and Saxo Group\nCorrelations on the rise and drawdown outlier\nThe best sign of risk going haywire is always fast rising cross-correlations whether it is on asset classes or single stocks. The chart below shows the 10-day moving cross-correlation in the Ark Innovation ETF since early 2020. It has recently moved to around 0.6 and while it is not a new record the direction is up and has been fast coming from only 0.2 from a few weeks ago. The next week will be critical for the Tesla-Bitcoin-Ark risk cluster as negative feedback loops can be violent and very unpredictable in their outcome.\nSource: Bloomberg and Saxo Group\nAnother way of looking at risk is by plotting Ark Innovation ETF drawdowns against that of Nasdaq 100 since December 2015.The ETF has typically experienced a drawdown that is 1.22 times larger than that of Nasdaq 100. As of yesterday, the ratio stands at 2.44 and thus illustrates that something idiosyncratic is taking place at Ark Innovation ETF.\nIf outflows continue today and Tesla comes under pressure again then this indicator could very well hit a new record in terms of being an outlier signaling a negative feedback loop on risk has started.","news_type":1,"symbols_score_info":{"ARKW":0.9,"ARKF":0.9,"TSLA":0.9,"ARKG":0.9,"ARKQ":0.9,"GBTC":0.9,"ARKK":0.9,"ARKR":0.9}},"isVote":1,"tweetType":1,"viewCount":1129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365994372,"gmtCreate":1614687227396,"gmtModify":1703479853584,"author":{"id":"3574558286837472","authorId":"3574558286837472","name":"Mxtinhzq","avatar":"https://static.tigerbbs.com/c915c3b8303c6bd800f52c911a79390f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574558286837472","idStr":"3574558286837472"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365994372","repostId":"1134788930","repostType":4,"repost":{"id":"1134788930","kind":"news","pubTimestamp":1614657221,"share":"https://www.laohu8.com/m/news/1134788930?lang=zh_CN&edition=full","pubTime":"2021-03-02 11:53","market":"us","language":"en","title":"Looking For The Top Tech Stocks To Buy? 2 Reporting Earnings This Week<blockquote>寻找最值得购买的科技股？2本周公布收益</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134788930","media":"nasdaq","summary":"Are These The Best Tech Stocks To Buy This Week? 4 To WatchSponsored LinksMattress Can’t Fit In The ","content":"<p>Are These The Best Tech Stocks To Buy This Week? 4 To WatchSponsored LinksMattress Can’t Fit In The Lift? This Mattress Comes In A BoxSkyler Mattress</p><p><blockquote>这些是本周最值得购买的科技股吗？4观看赞助链接床垫放不下电梯？这款床垫采用BoxSkyler床垫</blockquote></p><p>One shining quality shown by the tech industry is resilience. Amidst times of uncertainty,tech stockscontinue to outperform the broader market. Evidently, the tech-heavy Nasdaq Composite continues to outpace the broader market. In fact, it is up by over 47% over the past year, more than twice the gains of theS&amp;P 500. The most recent occurrence in the industry was a series of pullbacks on some of the top tech stocks. Despite all of that, many investors were quick to buy on the dip. Why might you ask? Well, it’s simple. The tech industry continues to innovate and cater to the needs of our increasingly tech-dependent world. In a sense, this would mean that there is always space for another tech stock to explode onto the scene.</p><p><blockquote>科技行业表现出的一个闪亮品质是弹性。在充满不确定性的时期，科技股的表现继续跑赢大盘。显然，以科技股为主的纳斯达克综合指数继续跑赢大盘。事实上，过去一年该指数上涨了47%以上，是标准普尔500指数涨幅的两倍多。该行业最近发生的事情是一些顶级科技股的一系列回调。尽管如此，许多投资者还是迅速逢低买入。你为什么会问？嗯，很简单。科技行业不断创新，满足我们日益依赖科技的世界的需求。从某种意义上说，这意味着另一只科技股总有爆发的空间。</blockquote></p><p>For example, some of thetop semiconductor stockscontinue to see massive gains despite the current global chip shortage. ON Semiconductor (NASDAQ: ON) and Nvidia (NASDAQ: NVDA) are still looking at gains upwards of 150% since the March 2020 lows. Logically, this is because semiconductors are essentially the brains of modern electronics. From our cars and handheld devices to complex computing hardware and industrial systems, semiconductors are present. This is but <a href=\"https://laohu8.com/S/AONE.U\">one</a> instance of the prevalence of tech in our world. If all this has you looking for the latest movers in the tech industry, take a look at these four.</p><p><blockquote>例如，尽管当前全球芯片短缺，一些顶级半导体股票仍继续大幅上涨。安森美半导体（纳斯达克股票代码：ON）和英伟达（纳斯达克股票代码：NVDA）仍有望自2020年3月低点以来上涨150%以上。从逻辑上讲，这是因为半导体本质上是现代电子学的大脑。从我们的汽车和手持设备到复杂的计算硬件和工业系统，半导体都存在。这是但是<a href=\"https://laohu8.com/S/AONE.U\">一</a>科技在我们世界流行的一个例子。如果所有这些都让你在寻找科技行业的最新推动者，看看这四个。</blockquote></p><p>Top Tech Stocks To Buy&nbsp; [Or Avoid] This Week</p><p><blockquote>本周最值得买入[或避开]的科技股</blockquote></p><p><ul><li><b><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications Inc.</b>(NASDAQ: ZM)</li><li><b>Broadcom Inc.</b>(NASDAQ: AVGO)</li><li><b>Plug Power Inc.</b>(NASDAQ: PLUG)</li><li><b>Canaan Creative</b>(NASDAQ: CAN)</li></ul>Zoom Video Communications Inc.</p><p><blockquote><ul><li><b><a href=\"https://laohu8.com/S/ZM\">Zoom</a>视频通信公司。</b>（纳斯达克：ZM）</li><li><b>博通公司。</b>（纳斯达克：AVGO）</li><li><b>普拉格能源公司。</b>（纳斯达克：插头）</li><li><b>迦南创意</b>（纳斯达克：CAN）</li></ul>Zoom Video通信公司。</blockquote></p><p>First up is <a href=\"https://laohu8.com/S/AONE\">one</a> of the hottest names in tech coming out of 2020, Zoom. For the uninitiated, the cloud communications company has and continues to be a key service for the masses. Regardless of industry, those looking for a means to communicate while being socially distanced have turned towards Zoom. So much so, that the company’s name has become a household verb for making a video call. Similarly, most investors would be familiar with the meteoric rise of ZM stock throughout the past year. Despite its recent descent, the company’s shares have tripled over the past year. With Zoom set to release its latest quarterly report after today’s closing bell, it would not surprise if investors are watching it yet again.</p><p><blockquote>首先是<a href=\"https://laohu8.com/S/AONE\">一</a>在2020年科技界最热门的名字中，Zoom。对于门外汉来说，云通信公司已经并将继续成为大众的关键服务。无论哪个行业，那些在保持社交距离的同时寻找沟通方式的人都转向了Zoom。以至于该公司的名字已经成为制作视频看涨期权的家喻户晓的动词。同样，大多数投资者都熟悉ZM股票在过去一年中的飞速上涨。尽管最近股价下跌，但该公司股价在过去一年中上涨了两倍。随着Zoom将在今天收盘后发布最新季度报告，如果投资者再次关注它，也就不足为奇了。</blockquote></p><p><img src=\"https://static.tigerbbs.com/91b89dda75c16eca4f89b37fd7f80cf5\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\">Read MoreSource: TD Ameritrade TOS</p><p><blockquote>了解更多来源：德美利证券TOS</blockquote></p><p>For one thing, Zoom has been hard at work bolstering its existing services. To address the elephant in the room, most investors would be worried about the company’s post-pandemic viability. Well, last Wednesday, Zoom announced a new accessibility feature for its platform. The company launched “Live Transcription” and is now offering it for free to all users. With this new automatic closed caption feature, users with hearing disabilities can attend a Zoom call effortlessly. Will this make ZM stock worth investing in? Your guess is as good as mine.</p><p><blockquote>一方面，Zoom一直在努力加强其现有服务。为了解决房间里的大象，大多数投资者会担心该公司在大流行后的生存能力。上周三，Zoom宣布了其平台的一项新的辅助功能。该公司推出了“实时转录”，现在免费提供给所有用户。有了这一新的自动隐藏字幕功能，有听力障碍的用户可以毫不费力地参加Zoom看涨期权。这会使ZM股票值得投资吗？你的猜测和我的一样好。</blockquote></p><p>Broadcom Inc.</p><p><blockquote>博通公司。</blockquote></p><p>Following that, we have global semiconductor supplier, Broadcom. In brief, the company designs, develop and manufactures semiconductors and infrastructure software products. Broadcom’s key end markets include data centers, networking, software, broadband, and other industrial markets. As you can imagine, it would have been busy over the last year given the immense demand for semiconductors throughout 2020. With the current chip shortages, Broadcom would be amongst the key players to step up to meet this demand. It seems that investors are well aware of this seeing as AVGO stock is up by over 160% since the March 2020 selloffs. With booming end markets, investors would likely be keeping an eye on AVGO stock ahead of its earnings this Thursday.</p><p><blockquote>接下来是全球半导体供应商博通。简而言之，该公司设计、开发和制造半导体和基础设施软件产品。博通的主要终端市场包括数据中心、网络、软件、宽带和其他工业市场。正如你可以想象的那样，鉴于2020年对半导体的巨大需求，去年它会很忙。在当前芯片短缺的情况下，博通将成为满足这一需求的主要参与者之一。自2020年3月抛售以来，AVGO股价已上涨超过160%，投资者似乎很清楚这一点。随着终端市场的蓬勃发展，投资者可能会在本周四公布财报之前密切关注AVGO股票。</blockquote></p><p><img src=\"https://static.tigerbbs.com/74ead7f716620cc56afa09475c7358e0\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\">Source: TD Ameritrade TOS</p><p><blockquote>资料来源：德美利证券TOS</blockquote></p><p>For the most part, Wall Street expects the company to perform relatively well for the quarter. Current estimates suggest that Broadcom will report an earnings per share of $6.55 on revenue of $6.61 billion. This would mark a sizable bump from its revenue of $5.86 billion in the same quarter last year. Aside from that, CEO Tan Hock Eng also mentioned that its infrastructure software segment delivered solid results back in December as well. With the limelight on AVGO stock this week, will you consider adding it to your portfolio?</p><p><blockquote>在很大程度上，华尔街预计该公司本季度的表现将相对较好。目前的估计表明，博通将公布每股收益6.55美元，营收为66.1亿美元。这将标志着其收入较去年同季度58.6亿美元大幅增长。除此之外，首席执行官Tan Hock Eng还提到，其基础设施软件部门在12月份也取得了稳健的业绩。随着本周AVGO股票备受关注，您会考虑将其添加到您的投资组合中吗？</blockquote></p><p>Plug Power Inc.</p><p><blockquote>普拉格能源公司。</blockquote></p><p></p><p>Another top tech company in focus now would be Plug Power. Indeed, most auto investors would be familiar with this electric vehicle (EV) pick-and-shovel play. With PLUG stock looking at gains of over 1,000% in the past year, this would be the case. For starters, the New York-based company develops hydrogen fuel cell technology which powers EVs. According to Plug Power, the company created the first commercially viable market for hydrogen fuel cell tech. Moreover, the likes of Amazon (NASDAQ: AMZN) and Walmart (NYSE: WMT) employ Plug Power’s turnkey solutions. For investors looking to invest in the growing industry, it would be among the go-to choices at the moment.</p><p><blockquote>现在另一家备受关注的顶级科技公司是普拉格能源。事实上，大多数汽车投资者都熟悉这种电动汽车（EV）的镐铲游戏。由于PLUG股票在过去一年中的涨幅超过1,000%，情况就是如此。首先，这家总部位于纽约的公司开发为电动汽车提供动力的氢燃料电池技术。据普拉格能源称，该公司为氢燃料电池技术创造了第一个商业上可行的市场。此外，亚马逊（纳斯达克股票代码：AMZN）和沃尔玛（纽约证券交易所股票代码：WMT）等公司采用普拉格能源的交钥匙解决方案。对于希望投资这个不断增长的行业的投资者来说，这将是目前的首选之一。</blockquote></p><p>Source: TD Ameritrade TOS</p><p><blockquote>资料来源：德美利证券TOS</blockquote></p><p>Last Thursday, the company made two major announcements. Namely, Plug Power revealed its involvement in two massive projects in Asia and North America. Firstly, Plug Power completed a $1.6 billion capital investment into a partnership with South Korean business group, SK Group. Said investment will be put towards accelerating hydrogen as an alternative energy source in the Asian markets. On the local front, Plug Power announced that it is now working on building North America’s largest green hydrogen production facility in New York. With Plug Power seemingly firing on all cylinders, would you consider PLUG stock a buy?</p><p><blockquote>上周四，该公司发布了两项重大公告。也就是说，普拉格能源透露其参与了亚洲和北美的两个大型项目。首先，普拉格能源完成了与韩国商业集团SK集团的16亿美元资本投资。上述投资将用于加速氢作为亚洲市场的替代能源。在当地方面，普拉格能源宣布目前正在纽约建设北美最大的绿色氢生产设施。随着普拉格能源似乎全力以赴，您会考虑买入PLUG股票吗？</blockquote></p><p>Canaan Creative Inc.</p><p><blockquote>迦南创意公司。</blockquote></p><p>Canaan is a China-based computer hardware manufacturer. It specializes in blockchain servers and ASIC microprocessor solutions that are used in bitcoin mining. Its high-performance computing solutions are used to solve complex problems efficiently. CAN shares are up by over 34% on today’s opening bell and currently trades at $20.70 as of 12:10 p.m. ET.</p><p><blockquote>嘉楠耘智是一家总部位于中国的计算机硬件制造商。它专注于用于比特币挖矿的区块链服务器和ASIC微处理器解决方案。其高性能计算解决方案用于高效解决复杂问题。CAN股价在今天开盘时上涨了34%以上，截至中午12:10，目前交易价格为20.70美元。等。</blockquote></p><p><img src=\"https://static.tigerbbs.com/1c4a4917f30b10197590437a9ff985b8\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\">Source: TD Ameritrade TOS</p><p><blockquote>资料来源：德美利证券TOS</blockquote></p><p>Last month, the company announced that its revenue visibility has improved substantially in 2021 as a result of attaining purchase orders totaling more than 100,000 units of bitcoin mining machines from customers in North America. A majority of these purchases were placed with prepayment and will likely occupy the company’s current manufacturing capacity for the full year of 2021 and beyond. Late last year, the company shifted its client base to most publicly traded companies which tend to place sizable orders with long-term commitment.</p><p><blockquote>上个月，该公司宣布，由于从北美客户那里获得了总计超过10万台比特币矿机的采购订单，其2021年收入可见性大幅提高。这些采购大部分是预付款项，可能会占用公司2021年全年及以后的现有产能。去年年底，该公司将其客户群转移到大多数上市公司，这些公司往往会下大量订单并做出长期承诺。</blockquote></p><p>As a result, the company is able to forecast its revenue more precisely. This would give Canaan an edge in planning its production and logistics in advance. It will also allow the company to achieve profitable growth in the long run. With that in mind, will you consider buying CAN stock?</p><p><blockquote>因此，该公司能够更准确地预测其收入。这将使迦南在提前规划生产和物流方面具有优势。从长远来看，这也将使公司实现盈利增长。考虑到这一点，您会考虑购买CAN股票吗？</blockquote></p><p>The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.</p><p><blockquote>本文表达的观点和意见是作者的观点和意见，不一定反映纳斯达克公司的观点和意见。</blockquote></p><p></p>","source":"lsy1603171495471","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>Looking For The Top Tech Stocks To Buy? 2 Reporting Earnings This Week<blockquote>寻找最值得购买的科技股？2本周公布收益</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\">\nLooking For The Top Tech Stocks To Buy? 2 Reporting Earnings This Week<blockquote>寻找最值得购买的科技股？2本周公布收益</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">nasdaq</strong><span class=\"h-time small\">2021-03-02 11:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Are These The Best Tech Stocks To Buy This Week? 4 To WatchSponsored LinksMattress Can’t Fit In The Lift? This Mattress Comes In A BoxSkyler Mattress</p><p><blockquote>这些是本周最值得购买的科技股吗？4观看赞助链接床垫放不下电梯？这款床垫采用BoxSkyler床垫</blockquote></p><p>One shining quality shown by the tech industry is resilience. Amidst times of uncertainty,tech stockscontinue to outperform the broader market. Evidently, the tech-heavy Nasdaq Composite continues to outpace the broader market. In fact, it is up by over 47% over the past year, more than twice the gains of theS&amp;P 500. The most recent occurrence in the industry was a series of pullbacks on some of the top tech stocks. Despite all of that, many investors were quick to buy on the dip. Why might you ask? Well, it’s simple. The tech industry continues to innovate and cater to the needs of our increasingly tech-dependent world. In a sense, this would mean that there is always space for another tech stock to explode onto the scene.</p><p><blockquote>科技行业表现出的一个闪亮品质是弹性。在充满不确定性的时期，科技股的表现继续跑赢大盘。显然，以科技股为主的纳斯达克综合指数继续跑赢大盘。事实上，过去一年该指数上涨了47%以上，是标准普尔500指数涨幅的两倍多。该行业最近发生的事情是一些顶级科技股的一系列回调。尽管如此，许多投资者还是迅速逢低买入。你为什么会问？嗯，很简单。科技行业不断创新，满足我们日益依赖科技的世界的需求。从某种意义上说，这意味着另一只科技股总有爆发的空间。</blockquote></p><p>For example, some of thetop semiconductor stockscontinue to see massive gains despite the current global chip shortage. ON Semiconductor (NASDAQ: ON) and Nvidia (NASDAQ: NVDA) are still looking at gains upwards of 150% since the March 2020 lows. Logically, this is because semiconductors are essentially the brains of modern electronics. From our cars and handheld devices to complex computing hardware and industrial systems, semiconductors are present. This is but <a href=\"https://laohu8.com/S/AONE.U\">one</a> instance of the prevalence of tech in our world. If all this has you looking for the latest movers in the tech industry, take a look at these four.</p><p><blockquote>例如，尽管当前全球芯片短缺，一些顶级半导体股票仍继续大幅上涨。安森美半导体（纳斯达克股票代码：ON）和英伟达（纳斯达克股票代码：NVDA）仍有望自2020年3月低点以来上涨150%以上。从逻辑上讲，这是因为半导体本质上是现代电子学的大脑。从我们的汽车和手持设备到复杂的计算硬件和工业系统，半导体都存在。这是但是<a href=\"https://laohu8.com/S/AONE.U\">一</a>科技在我们世界流行的一个例子。如果所有这些都让你在寻找科技行业的最新推动者，看看这四个。</blockquote></p><p>Top Tech Stocks To Buy&nbsp; [Or Avoid] This Week</p><p><blockquote>本周最值得买入[或避开]的科技股</blockquote></p><p><ul><li><b><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications Inc.</b>(NASDAQ: ZM)</li><li><b>Broadcom Inc.</b>(NASDAQ: AVGO)</li><li><b>Plug Power Inc.</b>(NASDAQ: PLUG)</li><li><b>Canaan Creative</b>(NASDAQ: CAN)</li></ul>Zoom Video Communications Inc.</p><p><blockquote><ul><li><b><a href=\"https://laohu8.com/S/ZM\">Zoom</a>视频通信公司。</b>（纳斯达克：ZM）</li><li><b>博通公司。</b>（纳斯达克：AVGO）</li><li><b>普拉格能源公司。</b>（纳斯达克：插头）</li><li><b>迦南创意</b>（纳斯达克：CAN）</li></ul>Zoom Video通信公司。</blockquote></p><p>First up is <a href=\"https://laohu8.com/S/AONE\">one</a> of the hottest names in tech coming out of 2020, Zoom. For the uninitiated, the cloud communications company has and continues to be a key service for the masses. Regardless of industry, those looking for a means to communicate while being socially distanced have turned towards Zoom. So much so, that the company’s name has become a household verb for making a video call. Similarly, most investors would be familiar with the meteoric rise of ZM stock throughout the past year. Despite its recent descent, the company’s shares have tripled over the past year. With Zoom set to release its latest quarterly report after today’s closing bell, it would not surprise if investors are watching it yet again.</p><p><blockquote>首先是<a href=\"https://laohu8.com/S/AONE\">一</a>在2020年科技界最热门的名字中，Zoom。对于门外汉来说，云通信公司已经并将继续成为大众的关键服务。无论哪个行业，那些在保持社交距离的同时寻找沟通方式的人都转向了Zoom。以至于该公司的名字已经成为制作视频看涨期权的家喻户晓的动词。同样，大多数投资者都熟悉ZM股票在过去一年中的飞速上涨。尽管最近股价下跌，但该公司股价在过去一年中上涨了两倍。随着Zoom将在今天收盘后发布最新季度报告，如果投资者再次关注它，也就不足为奇了。</blockquote></p><p><img src=\"https://static.tigerbbs.com/91b89dda75c16eca4f89b37fd7f80cf5\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\">Read MoreSource: TD Ameritrade TOS</p><p><blockquote>了解更多来源：德美利证券TOS</blockquote></p><p>For one thing, Zoom has been hard at work bolstering its existing services. To address the elephant in the room, most investors would be worried about the company’s post-pandemic viability. Well, last Wednesday, Zoom announced a new accessibility feature for its platform. The company launched “Live Transcription” and is now offering it for free to all users. With this new automatic closed caption feature, users with hearing disabilities can attend a Zoom call effortlessly. Will this make ZM stock worth investing in? Your guess is as good as mine.</p><p><blockquote>一方面，Zoom一直在努力加强其现有服务。为了解决房间里的大象，大多数投资者会担心该公司在大流行后的生存能力。上周三，Zoom宣布了其平台的一项新的辅助功能。该公司推出了“实时转录”，现在免费提供给所有用户。有了这一新的自动隐藏字幕功能，有听力障碍的用户可以毫不费力地参加Zoom看涨期权。这会使ZM股票值得投资吗？你的猜测和我的一样好。</blockquote></p><p>Broadcom Inc.</p><p><blockquote>博通公司。</blockquote></p><p>Following that, we have global semiconductor supplier, Broadcom. In brief, the company designs, develop and manufactures semiconductors and infrastructure software products. Broadcom’s key end markets include data centers, networking, software, broadband, and other industrial markets. As you can imagine, it would have been busy over the last year given the immense demand for semiconductors throughout 2020. With the current chip shortages, Broadcom would be amongst the key players to step up to meet this demand. It seems that investors are well aware of this seeing as AVGO stock is up by over 160% since the March 2020 selloffs. With booming end markets, investors would likely be keeping an eye on AVGO stock ahead of its earnings this Thursday.</p><p><blockquote>接下来是全球半导体供应商博通。简而言之，该公司设计、开发和制造半导体和基础设施软件产品。博通的主要终端市场包括数据中心、网络、软件、宽带和其他工业市场。正如你可以想象的那样，鉴于2020年对半导体的巨大需求，去年它会很忙。在当前芯片短缺的情况下，博通将成为满足这一需求的主要参与者之一。自2020年3月抛售以来，AVGO股价已上涨超过160%，投资者似乎很清楚这一点。随着终端市场的蓬勃发展，投资者可能会在本周四公布财报之前密切关注AVGO股票。</blockquote></p><p><img src=\"https://static.tigerbbs.com/74ead7f716620cc56afa09475c7358e0\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\">Source: TD Ameritrade TOS</p><p><blockquote>资料来源：德美利证券TOS</blockquote></p><p>For the most part, Wall Street expects the company to perform relatively well for the quarter. Current estimates suggest that Broadcom will report an earnings per share of $6.55 on revenue of $6.61 billion. This would mark a sizable bump from its revenue of $5.86 billion in the same quarter last year. Aside from that, CEO Tan Hock Eng also mentioned that its infrastructure software segment delivered solid results back in December as well. With the limelight on AVGO stock this week, will you consider adding it to your portfolio?</p><p><blockquote>在很大程度上，华尔街预计该公司本季度的表现将相对较好。目前的估计表明，博通将公布每股收益6.55美元，营收为66.1亿美元。这将标志着其收入较去年同季度58.6亿美元大幅增长。除此之外，首席执行官Tan Hock Eng还提到，其基础设施软件部门在12月份也取得了稳健的业绩。随着本周AVGO股票备受关注，您会考虑将其添加到您的投资组合中吗？</blockquote></p><p>Plug Power Inc.</p><p><blockquote>普拉格能源公司。</blockquote></p><p></p><p>Another top tech company in focus now would be Plug Power. Indeed, most auto investors would be familiar with this electric vehicle (EV) pick-and-shovel play. With PLUG stock looking at gains of over 1,000% in the past year, this would be the case. For starters, the New York-based company develops hydrogen fuel cell technology which powers EVs. According to Plug Power, the company created the first commercially viable market for hydrogen fuel cell tech. Moreover, the likes of Amazon (NASDAQ: AMZN) and Walmart (NYSE: WMT) employ Plug Power’s turnkey solutions. For investors looking to invest in the growing industry, it would be among the go-to choices at the moment.</p><p><blockquote>现在另一家备受关注的顶级科技公司是普拉格能源。事实上，大多数汽车投资者都熟悉这种电动汽车（EV）的镐铲游戏。由于PLUG股票在过去一年中的涨幅超过1,000%，情况就是如此。首先，这家总部位于纽约的公司开发为电动汽车提供动力的氢燃料电池技术。据普拉格能源称，该公司为氢燃料电池技术创造了第一个商业上可行的市场。此外，亚马逊（纳斯达克股票代码：AMZN）和沃尔玛（纽约证券交易所股票代码：WMT）等公司采用普拉格能源的交钥匙解决方案。对于希望投资这个不断增长的行业的投资者来说，这将是目前的首选之一。</blockquote></p><p>Source: TD Ameritrade TOS</p><p><blockquote>资料来源：德美利证券TOS</blockquote></p><p>Last Thursday, the company made two major announcements. Namely, Plug Power revealed its involvement in two massive projects in Asia and North America. Firstly, Plug Power completed a $1.6 billion capital investment into a partnership with South Korean business group, SK Group. Said investment will be put towards accelerating hydrogen as an alternative energy source in the Asian markets. On the local front, Plug Power announced that it is now working on building North America’s largest green hydrogen production facility in New York. With Plug Power seemingly firing on all cylinders, would you consider PLUG stock a buy?</p><p><blockquote>上周四，该公司发布了两项重大公告。也就是说，普拉格能源透露其参与了亚洲和北美的两个大型项目。首先，普拉格能源完成了与韩国商业集团SK集团的16亿美元资本投资。上述投资将用于加速氢作为亚洲市场的替代能源。在当地方面，普拉格能源宣布目前正在纽约建设北美最大的绿色氢生产设施。随着普拉格能源似乎全力以赴，您会考虑买入PLUG股票吗？</blockquote></p><p>Canaan Creative Inc.</p><p><blockquote>迦南创意公司。</blockquote></p><p>Canaan is a China-based computer hardware manufacturer. It specializes in blockchain servers and ASIC microprocessor solutions that are used in bitcoin mining. Its high-performance computing solutions are used to solve complex problems efficiently. CAN shares are up by over 34% on today’s opening bell and currently trades at $20.70 as of 12:10 p.m. ET.</p><p><blockquote>嘉楠耘智是一家总部位于中国的计算机硬件制造商。它专注于用于比特币挖矿的区块链服务器和ASIC微处理器解决方案。其高性能计算解决方案用于高效解决复杂问题。CAN股价在今天开盘时上涨了34%以上，截至中午12:10，目前交易价格为20.70美元。等。</blockquote></p><p><img src=\"https://static.tigerbbs.com/1c4a4917f30b10197590437a9ff985b8\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\">Source: TD Ameritrade TOS</p><p><blockquote>资料来源：德美利证券TOS</blockquote></p><p>Last month, the company announced that its revenue visibility has improved substantially in 2021 as a result of attaining purchase orders totaling more than 100,000 units of bitcoin mining machines from customers in North America. A majority of these purchases were placed with prepayment and will likely occupy the company’s current manufacturing capacity for the full year of 2021 and beyond. Late last year, the company shifted its client base to most publicly traded companies which tend to place sizable orders with long-term commitment.</p><p><blockquote>上个月，该公司宣布，由于从北美客户那里获得了总计超过10万台比特币矿机的采购订单，其2021年收入可见性大幅提高。这些采购大部分是预付款项，可能会占用公司2021年全年及以后的现有产能。去年年底，该公司将其客户群转移到大多数上市公司，这些公司往往会下大量订单并做出长期承诺。</blockquote></p><p>As a result, the company is able to forecast its revenue more precisely. This would give Canaan an edge in planning its production and logistics in advance. It will also allow the company to achieve profitable growth in the long run. With that in mind, will you consider buying CAN stock?</p><p><blockquote>因此，该公司能够更准确地预测其收入。这将使迦南在提前规划生产和物流方面具有优势。从长远来看，这也将使公司实现盈利增长。考虑到这一点，您会考虑购买CAN股票吗？</blockquote></p><p>The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.</p><p><blockquote>本文表达的观点和意见是作者的观点和意见，不一定反映纳斯达克公司的观点和意见。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.nasdaq.com/articles/looking-for-the-top-tech-stocks-to-buy-2-reporting-earnings-this-week-2021-03-01\">nasdaq</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.nasdaq.com/articles/looking-for-the-top-tech-stocks-to-buy-2-reporting-earnings-this-week-2021-03-01","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134788930","content_text":"Are These The Best Tech Stocks To Buy This Week? 4 To WatchSponsored LinksMattress Can’t Fit In The Lift? This Mattress Comes In A BoxSkyler MattressOne shining quality shown by the tech industry is resilience. Amidst times of uncertainty,tech stockscontinue to outperform the broader market. Evidently, the tech-heavy Nasdaq Composite continues to outpace the broader market. In fact, it is up by over 47% over the past year, more than twice the gains of theS&P 500. The most recent occurrence in the industry was a series of pullbacks on some of the top tech stocks. Despite all of that, many investors were quick to buy on the dip. Why might you ask? Well, it’s simple. The tech industry continues to innovate and cater to the needs of our increasingly tech-dependent world. In a sense, this would mean that there is always space for another tech stock to explode onto the scene.For example, some of thetop semiconductor stockscontinue to see massive gains despite the current global chip shortage. ON Semiconductor (NASDAQ: ON) and Nvidia (NASDAQ: NVDA) are still looking at gains upwards of 150% since the March 2020 lows. Logically, this is because semiconductors are essentially the brains of modern electronics. From our cars and handheld devices to complex computing hardware and industrial systems, semiconductors are present. This is but one instance of the prevalence of tech in our world. If all this has you looking for the latest movers in the tech industry, take a look at these four.Top Tech Stocks To Buy  [Or Avoid] This WeekZoom Video Communications Inc.(NASDAQ: ZM)Broadcom Inc.(NASDAQ: AVGO)Plug Power Inc.(NASDAQ: PLUG)Canaan Creative(NASDAQ: CAN)Zoom Video Communications Inc.First up is one of the hottest names in tech coming out of 2020, Zoom. For the uninitiated, the cloud communications company has and continues to be a key service for the masses. Regardless of industry, those looking for a means to communicate while being socially distanced have turned towards Zoom. So much so, that the company’s name has become a household verb for making a video call. Similarly, most investors would be familiar with the meteoric rise of ZM stock throughout the past year. Despite its recent descent, the company’s shares have tripled over the past year. With Zoom set to release its latest quarterly report after today’s closing bell, it would not surprise if investors are watching it yet again.Read MoreSource: TD Ameritrade TOSFor one thing, Zoom has been hard at work bolstering its existing services. To address the elephant in the room, most investors would be worried about the company’s post-pandemic viability. Well, last Wednesday, Zoom announced a new accessibility feature for its platform. The company launched “Live Transcription” and is now offering it for free to all users. With this new automatic closed caption feature, users with hearing disabilities can attend a Zoom call effortlessly. Will this make ZM stock worth investing in? Your guess is as good as mine.Broadcom Inc.Following that, we have global semiconductor supplier, Broadcom. In brief, the company designs, develop and manufactures semiconductors and infrastructure software products. Broadcom’s key end markets include data centers, networking, software, broadband, and other industrial markets. As you can imagine, it would have been busy over the last year given the immense demand for semiconductors throughout 2020. With the current chip shortages, Broadcom would be amongst the key players to step up to meet this demand. It seems that investors are well aware of this seeing as AVGO stock is up by over 160% since the March 2020 selloffs. With booming end markets, investors would likely be keeping an eye on AVGO stock ahead of its earnings this Thursday.Source: TD Ameritrade TOSFor the most part, Wall Street expects the company to perform relatively well for the quarter. Current estimates suggest that Broadcom will report an earnings per share of $6.55 on revenue of $6.61 billion. This would mark a sizable bump from its revenue of $5.86 billion in the same quarter last year. Aside from that, CEO Tan Hock Eng also mentioned that its infrastructure software segment delivered solid results back in December as well. With the limelight on AVGO stock this week, will you consider adding it to your portfolio?Plug Power Inc.Another top tech company in focus now would be Plug Power. Indeed, most auto investors would be familiar with this electric vehicle (EV) pick-and-shovel play. With PLUG stock looking at gains of over 1,000% in the past year, this would be the case. For starters, the New York-based company develops hydrogen fuel cell technology which powers EVs. According to Plug Power, the company created the first commercially viable market for hydrogen fuel cell tech. Moreover, the likes of Amazon (NASDAQ: AMZN) and Walmart (NYSE: WMT) employ Plug Power’s turnkey solutions. For investors looking to invest in the growing industry, it would be among the go-to choices at the moment.Source: TD Ameritrade TOSLast Thursday, the company made two major announcements. Namely, Plug Power revealed its involvement in two massive projects in Asia and North America. Firstly, Plug Power completed a $1.6 billion capital investment into a partnership with South Korean business group, SK Group. Said investment will be put towards accelerating hydrogen as an alternative energy source in the Asian markets. On the local front, Plug Power announced that it is now working on building North America’s largest green hydrogen production facility in New York. With Plug Power seemingly firing on all cylinders, would you consider PLUG stock a buy?Canaan Creative Inc.Canaan is a China-based computer hardware manufacturer. It specializes in blockchain servers and ASIC microprocessor solutions that are used in bitcoin mining. Its high-performance computing solutions are used to solve complex problems efficiently. CAN shares are up by over 34% on today’s opening bell and currently trades at $20.70 as of 12:10 p.m. ET.Source: TD Ameritrade TOSLast month, the company announced that its revenue visibility has improved substantially in 2021 as a result of attaining purchase orders totaling more than 100,000 units of bitcoin mining machines from customers in North America. A majority of these purchases were placed with prepayment and will likely occupy the company’s current manufacturing capacity for the full year of 2021 and beyond. Late last year, the company shifted its client base to most publicly traded companies which tend to place sizable orders with long-term commitment.As a result, the company is able to forecast its revenue more precisely. This would give Canaan an edge in planning its production and logistics in advance. It will also allow the company to achieve profitable growth in the long run. With that in mind, will you consider buying CAN stock?The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":160161319,"gmtCreate":1623775195831,"gmtModify":1631884186502,"author":{"id":"3574558286837472","authorId":"3574558286837472","name":"Mxtinhzq","avatar":"https://static.tigerbbs.com/c915c3b8303c6bd800f52c911a79390f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574558286837472","idStr":"3574558286837472"},"themes":[],"htmlText":"Amazon and Google is here to stay for the long haul. Big players, stable investment but hard for small time investors to see ROI.","listText":"Amazon and Google is here to stay for the long haul. Big players, stable investment but hard for small time investors to see ROI.","text":"Amazon and Google is here to stay for the long haul. Big players, stable investment but hard for small time investors to see ROI.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/160161319","repostId":"1127823989","repostType":2,"isVote":1,"tweetType":1,"viewCount":2484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365932600,"gmtCreate":1614687993600,"gmtModify":1703479865199,"author":{"id":"3574558286837472","authorId":"3574558286837472","name":"Mxtinhzq","avatar":"https://static.tigerbbs.com/c915c3b8303c6bd800f52c911a79390f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574558286837472","idStr":"3574558286837472"},"themes":[],"htmlText":"Should have gotten BABA at $220. Nonetheless still undervalue and great stock to keep for the long haul.&nbsp;","listText":"Should have gotten BABA at $220. Nonetheless still undervalue and great stock to keep for the long haul.&nbsp;","text":"Should have gotten BABA at $220. Nonetheless still undervalue and great stock to keep for the long haul.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/365932600","repostId":"1169004570","repostType":4,"isVote":1,"tweetType":1,"viewCount":3171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160160462,"gmtCreate":1623775096756,"gmtModify":1634028393825,"author":{"id":"3574558286837472","authorId":"3574558286837472","name":"Mxtinhzq","avatar":"https://static.tigerbbs.com/c915c3b8303c6bd800f52c911a79390f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574558286837472","idStr":"3574558286837472"},"themes":[],"htmlText":"Too much Nio noises what about Xpeng? It’s doing just as well. Rooting for Xpeng","listText":"Too much Nio noises what about Xpeng? It’s doing just as well. Rooting for Xpeng","text":"Too much Nio noises what about Xpeng? It’s doing just as well. Rooting for Xpeng","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160160462","repostId":"1146386859","repostType":2,"isVote":1,"tweetType":1,"viewCount":1254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365994372,"gmtCreate":1614687227396,"gmtModify":1703479853584,"author":{"id":"3574558286837472","authorId":"3574558286837472","name":"Mxtinhzq","avatar":"https://static.tigerbbs.com/c915c3b8303c6bd800f52c911a79390f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574558286837472","idStr":"3574558286837472"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365994372","repostId":"1134788930","repostType":4,"repost":{"id":"1134788930","kind":"news","pubTimestamp":1614657221,"share":"https://www.laohu8.com/m/news/1134788930?lang=zh_CN&edition=full","pubTime":"2021-03-02 11:53","market":"us","language":"en","title":"Looking For The Top Tech Stocks To Buy? 2 Reporting Earnings This Week<blockquote>寻找最值得购买的科技股？2本周公布收益</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134788930","media":"nasdaq","summary":"Are These The Best Tech Stocks To Buy This Week? 4 To WatchSponsored LinksMattress Can’t Fit In The ","content":"<p>Are These The Best Tech Stocks To Buy This Week? 4 To WatchSponsored LinksMattress Can’t Fit In The Lift? This Mattress Comes In A BoxSkyler Mattress</p><p><blockquote>这些是本周最值得购买的科技股吗？4观看赞助链接床垫放不下电梯？这款床垫采用BoxSkyler床垫</blockquote></p><p>One shining quality shown by the tech industry is resilience. Amidst times of uncertainty,tech stockscontinue to outperform the broader market. Evidently, the tech-heavy Nasdaq Composite continues to outpace the broader market. In fact, it is up by over 47% over the past year, more than twice the gains of theS&amp;P 500. The most recent occurrence in the industry was a series of pullbacks on some of the top tech stocks. Despite all of that, many investors were quick to buy on the dip. Why might you ask? Well, it’s simple. The tech industry continues to innovate and cater to the needs of our increasingly tech-dependent world. In a sense, this would mean that there is always space for another tech stock to explode onto the scene.</p><p><blockquote>科技行业表现出的一个闪亮品质是弹性。在充满不确定性的时期，科技股的表现继续跑赢大盘。显然，以科技股为主的纳斯达克综合指数继续跑赢大盘。事实上，过去一年该指数上涨了47%以上，是标准普尔500指数涨幅的两倍多。该行业最近发生的事情是一些顶级科技股的一系列回调。尽管如此，许多投资者还是迅速逢低买入。你为什么会问？嗯，很简单。科技行业不断创新，满足我们日益依赖科技的世界的需求。从某种意义上说，这意味着另一只科技股总有爆发的空间。</blockquote></p><p>For example, some of thetop semiconductor stockscontinue to see massive gains despite the current global chip shortage. ON Semiconductor (NASDAQ: ON) and Nvidia (NASDAQ: NVDA) are still looking at gains upwards of 150% since the March 2020 lows. Logically, this is because semiconductors are essentially the brains of modern electronics. From our cars and handheld devices to complex computing hardware and industrial systems, semiconductors are present. This is but <a href=\"https://laohu8.com/S/AONE.U\">one</a> instance of the prevalence of tech in our world. If all this has you looking for the latest movers in the tech industry, take a look at these four.</p><p><blockquote>例如，尽管当前全球芯片短缺，一些顶级半导体股票仍继续大幅上涨。安森美半导体（纳斯达克股票代码：ON）和英伟达（纳斯达克股票代码：NVDA）仍有望自2020年3月低点以来上涨150%以上。从逻辑上讲，这是因为半导体本质上是现代电子学的大脑。从我们的汽车和手持设备到复杂的计算硬件和工业系统，半导体都存在。这是但是<a href=\"https://laohu8.com/S/AONE.U\">一</a>科技在我们世界流行的一个例子。如果所有这些都让你在寻找科技行业的最新推动者，看看这四个。</blockquote></p><p>Top Tech Stocks To Buy&nbsp; [Or Avoid] This Week</p><p><blockquote>本周最值得买入[或避开]的科技股</blockquote></p><p><ul><li><b><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications Inc.</b>(NASDAQ: ZM)</li><li><b>Broadcom Inc.</b>(NASDAQ: AVGO)</li><li><b>Plug Power Inc.</b>(NASDAQ: PLUG)</li><li><b>Canaan Creative</b>(NASDAQ: CAN)</li></ul>Zoom Video Communications Inc.</p><p><blockquote><ul><li><b><a href=\"https://laohu8.com/S/ZM\">Zoom</a>视频通信公司。</b>（纳斯达克：ZM）</li><li><b>博通公司。</b>（纳斯达克：AVGO）</li><li><b>普拉格能源公司。</b>（纳斯达克：插头）</li><li><b>迦南创意</b>（纳斯达克：CAN）</li></ul>Zoom Video通信公司。</blockquote></p><p>First up is <a href=\"https://laohu8.com/S/AONE\">one</a> of the hottest names in tech coming out of 2020, Zoom. For the uninitiated, the cloud communications company has and continues to be a key service for the masses. Regardless of industry, those looking for a means to communicate while being socially distanced have turned towards Zoom. So much so, that the company’s name has become a household verb for making a video call. Similarly, most investors would be familiar with the meteoric rise of ZM stock throughout the past year. Despite its recent descent, the company’s shares have tripled over the past year. With Zoom set to release its latest quarterly report after today’s closing bell, it would not surprise if investors are watching it yet again.</p><p><blockquote>首先是<a href=\"https://laohu8.com/S/AONE\">一</a>在2020年科技界最热门的名字中，Zoom。对于门外汉来说，云通信公司已经并将继续成为大众的关键服务。无论哪个行业，那些在保持社交距离的同时寻找沟通方式的人都转向了Zoom。以至于该公司的名字已经成为制作视频看涨期权的家喻户晓的动词。同样，大多数投资者都熟悉ZM股票在过去一年中的飞速上涨。尽管最近股价下跌，但该公司股价在过去一年中上涨了两倍。随着Zoom将在今天收盘后发布最新季度报告，如果投资者再次关注它，也就不足为奇了。</blockquote></p><p><img src=\"https://static.tigerbbs.com/91b89dda75c16eca4f89b37fd7f80cf5\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\">Read MoreSource: TD Ameritrade TOS</p><p><blockquote>了解更多来源：德美利证券TOS</blockquote></p><p>For one thing, Zoom has been hard at work bolstering its existing services. To address the elephant in the room, most investors would be worried about the company’s post-pandemic viability. Well, last Wednesday, Zoom announced a new accessibility feature for its platform. The company launched “Live Transcription” and is now offering it for free to all users. With this new automatic closed caption feature, users with hearing disabilities can attend a Zoom call effortlessly. Will this make ZM stock worth investing in? Your guess is as good as mine.</p><p><blockquote>一方面，Zoom一直在努力加强其现有服务。为了解决房间里的大象，大多数投资者会担心该公司在大流行后的生存能力。上周三，Zoom宣布了其平台的一项新的辅助功能。该公司推出了“实时转录”，现在免费提供给所有用户。有了这一新的自动隐藏字幕功能，有听力障碍的用户可以毫不费力地参加Zoom看涨期权。这会使ZM股票值得投资吗？你的猜测和我的一样好。</blockquote></p><p>Broadcom Inc.</p><p><blockquote>博通公司。</blockquote></p><p>Following that, we have global semiconductor supplier, Broadcom. In brief, the company designs, develop and manufactures semiconductors and infrastructure software products. Broadcom’s key end markets include data centers, networking, software, broadband, and other industrial markets. As you can imagine, it would have been busy over the last year given the immense demand for semiconductors throughout 2020. With the current chip shortages, Broadcom would be amongst the key players to step up to meet this demand. It seems that investors are well aware of this seeing as AVGO stock is up by over 160% since the March 2020 selloffs. With booming end markets, investors would likely be keeping an eye on AVGO stock ahead of its earnings this Thursday.</p><p><blockquote>接下来是全球半导体供应商博通。简而言之，该公司设计、开发和制造半导体和基础设施软件产品。博通的主要终端市场包括数据中心、网络、软件、宽带和其他工业市场。正如你可以想象的那样，鉴于2020年对半导体的巨大需求，去年它会很忙。在当前芯片短缺的情况下，博通将成为满足这一需求的主要参与者之一。自2020年3月抛售以来，AVGO股价已上涨超过160%，投资者似乎很清楚这一点。随着终端市场的蓬勃发展，投资者可能会在本周四公布财报之前密切关注AVGO股票。</blockquote></p><p><img src=\"https://static.tigerbbs.com/74ead7f716620cc56afa09475c7358e0\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\">Source: TD Ameritrade TOS</p><p><blockquote>资料来源：德美利证券TOS</blockquote></p><p>For the most part, Wall Street expects the company to perform relatively well for the quarter. Current estimates suggest that Broadcom will report an earnings per share of $6.55 on revenue of $6.61 billion. This would mark a sizable bump from its revenue of $5.86 billion in the same quarter last year. Aside from that, CEO Tan Hock Eng also mentioned that its infrastructure software segment delivered solid results back in December as well. With the limelight on AVGO stock this week, will you consider adding it to your portfolio?</p><p><blockquote>在很大程度上，华尔街预计该公司本季度的表现将相对较好。目前的估计表明，博通将公布每股收益6.55美元，营收为66.1亿美元。这将标志着其收入较去年同季度58.6亿美元大幅增长。除此之外，首席执行官Tan Hock Eng还提到，其基础设施软件部门在12月份也取得了稳健的业绩。随着本周AVGO股票备受关注，您会考虑将其添加到您的投资组合中吗？</blockquote></p><p>Plug Power Inc.</p><p><blockquote>普拉格能源公司。</blockquote></p><p></p><p>Another top tech company in focus now would be Plug Power. Indeed, most auto investors would be familiar with this electric vehicle (EV) pick-and-shovel play. With PLUG stock looking at gains of over 1,000% in the past year, this would be the case. For starters, the New York-based company develops hydrogen fuel cell technology which powers EVs. According to Plug Power, the company created the first commercially viable market for hydrogen fuel cell tech. Moreover, the likes of Amazon (NASDAQ: AMZN) and Walmart (NYSE: WMT) employ Plug Power’s turnkey solutions. For investors looking to invest in the growing industry, it would be among the go-to choices at the moment.</p><p><blockquote>现在另一家备受关注的顶级科技公司是普拉格能源。事实上，大多数汽车投资者都熟悉这种电动汽车（EV）的镐铲游戏。由于PLUG股票在过去一年中的涨幅超过1,000%，情况就是如此。首先，这家总部位于纽约的公司开发为电动汽车提供动力的氢燃料电池技术。据普拉格能源称，该公司为氢燃料电池技术创造了第一个商业上可行的市场。此外，亚马逊（纳斯达克股票代码：AMZN）和沃尔玛（纽约证券交易所股票代码：WMT）等公司采用普拉格能源的交钥匙解决方案。对于希望投资这个不断增长的行业的投资者来说，这将是目前的首选之一。</blockquote></p><p>Source: TD Ameritrade TOS</p><p><blockquote>资料来源：德美利证券TOS</blockquote></p><p>Last Thursday, the company made two major announcements. Namely, Plug Power revealed its involvement in two massive projects in Asia and North America. Firstly, Plug Power completed a $1.6 billion capital investment into a partnership with South Korean business group, SK Group. Said investment will be put towards accelerating hydrogen as an alternative energy source in the Asian markets. On the local front, Plug Power announced that it is now working on building North America’s largest green hydrogen production facility in New York. With Plug Power seemingly firing on all cylinders, would you consider PLUG stock a buy?</p><p><blockquote>上周四，该公司发布了两项重大公告。也就是说，普拉格能源透露其参与了亚洲和北美的两个大型项目。首先，普拉格能源完成了与韩国商业集团SK集团的16亿美元资本投资。上述投资将用于加速氢作为亚洲市场的替代能源。在当地方面，普拉格能源宣布目前正在纽约建设北美最大的绿色氢生产设施。随着普拉格能源似乎全力以赴，您会考虑买入PLUG股票吗？</blockquote></p><p>Canaan Creative Inc.</p><p><blockquote>迦南创意公司。</blockquote></p><p>Canaan is a China-based computer hardware manufacturer. It specializes in blockchain servers and ASIC microprocessor solutions that are used in bitcoin mining. Its high-performance computing solutions are used to solve complex problems efficiently. CAN shares are up by over 34% on today’s opening bell and currently trades at $20.70 as of 12:10 p.m. ET.</p><p><blockquote>嘉楠耘智是一家总部位于中国的计算机硬件制造商。它专注于用于比特币挖矿的区块链服务器和ASIC微处理器解决方案。其高性能计算解决方案用于高效解决复杂问题。CAN股价在今天开盘时上涨了34%以上，截至中午12:10，目前交易价格为20.70美元。等。</blockquote></p><p><img src=\"https://static.tigerbbs.com/1c4a4917f30b10197590437a9ff985b8\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\">Source: TD Ameritrade TOS</p><p><blockquote>资料来源：德美利证券TOS</blockquote></p><p>Last month, the company announced that its revenue visibility has improved substantially in 2021 as a result of attaining purchase orders totaling more than 100,000 units of bitcoin mining machines from customers in North America. A majority of these purchases were placed with prepayment and will likely occupy the company’s current manufacturing capacity for the full year of 2021 and beyond. Late last year, the company shifted its client base to most publicly traded companies which tend to place sizable orders with long-term commitment.</p><p><blockquote>上个月，该公司宣布，由于从北美客户那里获得了总计超过10万台比特币矿机的采购订单，其2021年收入可见性大幅提高。这些采购大部分是预付款项，可能会占用公司2021年全年及以后的现有产能。去年年底，该公司将其客户群转移到大多数上市公司，这些公司往往会下大量订单并做出长期承诺。</blockquote></p><p>As a result, the company is able to forecast its revenue more precisely. This would give Canaan an edge in planning its production and logistics in advance. It will also allow the company to achieve profitable growth in the long run. With that in mind, will you consider buying CAN stock?</p><p><blockquote>因此，该公司能够更准确地预测其收入。这将使迦南在提前规划生产和物流方面具有优势。从长远来看，这也将使公司实现盈利增长。考虑到这一点，您会考虑购买CAN股票吗？</blockquote></p><p>The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.</p><p><blockquote>本文表达的观点和意见是作者的观点和意见，不一定反映纳斯达克公司的观点和意见。</blockquote></p><p></p>","source":"lsy1603171495471","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>Looking For The Top Tech Stocks To Buy? 2 Reporting Earnings This Week<blockquote>寻找最值得购买的科技股？2本周公布收益</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\">\nLooking For The Top Tech Stocks To Buy? 2 Reporting Earnings This Week<blockquote>寻找最值得购买的科技股？2本周公布收益</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">nasdaq</strong><span class=\"h-time small\">2021-03-02 11:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Are These The Best Tech Stocks To Buy This Week? 4 To WatchSponsored LinksMattress Can’t Fit In The Lift? This Mattress Comes In A BoxSkyler Mattress</p><p><blockquote>这些是本周最值得购买的科技股吗？4观看赞助链接床垫放不下电梯？这款床垫采用BoxSkyler床垫</blockquote></p><p>One shining quality shown by the tech industry is resilience. Amidst times of uncertainty,tech stockscontinue to outperform the broader market. Evidently, the tech-heavy Nasdaq Composite continues to outpace the broader market. In fact, it is up by over 47% over the past year, more than twice the gains of theS&amp;P 500. The most recent occurrence in the industry was a series of pullbacks on some of the top tech stocks. Despite all of that, many investors were quick to buy on the dip. Why might you ask? Well, it’s simple. The tech industry continues to innovate and cater to the needs of our increasingly tech-dependent world. In a sense, this would mean that there is always space for another tech stock to explode onto the scene.</p><p><blockquote>科技行业表现出的一个闪亮品质是弹性。在充满不确定性的时期，科技股的表现继续跑赢大盘。显然，以科技股为主的纳斯达克综合指数继续跑赢大盘。事实上，过去一年该指数上涨了47%以上，是标准普尔500指数涨幅的两倍多。该行业最近发生的事情是一些顶级科技股的一系列回调。尽管如此，许多投资者还是迅速逢低买入。你为什么会问？嗯，很简单。科技行业不断创新，满足我们日益依赖科技的世界的需求。从某种意义上说，这意味着另一只科技股总有爆发的空间。</blockquote></p><p>For example, some of thetop semiconductor stockscontinue to see massive gains despite the current global chip shortage. ON Semiconductor (NASDAQ: ON) and Nvidia (NASDAQ: NVDA) are still looking at gains upwards of 150% since the March 2020 lows. Logically, this is because semiconductors are essentially the brains of modern electronics. From our cars and handheld devices to complex computing hardware and industrial systems, semiconductors are present. This is but <a href=\"https://laohu8.com/S/AONE.U\">one</a> instance of the prevalence of tech in our world. If all this has you looking for the latest movers in the tech industry, take a look at these four.</p><p><blockquote>例如，尽管当前全球芯片短缺，一些顶级半导体股票仍继续大幅上涨。安森美半导体（纳斯达克股票代码：ON）和英伟达（纳斯达克股票代码：NVDA）仍有望自2020年3月低点以来上涨150%以上。从逻辑上讲，这是因为半导体本质上是现代电子学的大脑。从我们的汽车和手持设备到复杂的计算硬件和工业系统，半导体都存在。这是但是<a href=\"https://laohu8.com/S/AONE.U\">一</a>科技在我们世界流行的一个例子。如果所有这些都让你在寻找科技行业的最新推动者，看看这四个。</blockquote></p><p>Top Tech Stocks To Buy&nbsp; [Or Avoid] This Week</p><p><blockquote>本周最值得买入[或避开]的科技股</blockquote></p><p><ul><li><b><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications Inc.</b>(NASDAQ: ZM)</li><li><b>Broadcom Inc.</b>(NASDAQ: AVGO)</li><li><b>Plug Power Inc.</b>(NASDAQ: PLUG)</li><li><b>Canaan Creative</b>(NASDAQ: CAN)</li></ul>Zoom Video Communications Inc.</p><p><blockquote><ul><li><b><a href=\"https://laohu8.com/S/ZM\">Zoom</a>视频通信公司。</b>（纳斯达克：ZM）</li><li><b>博通公司。</b>（纳斯达克：AVGO）</li><li><b>普拉格能源公司。</b>（纳斯达克：插头）</li><li><b>迦南创意</b>（纳斯达克：CAN）</li></ul>Zoom Video通信公司。</blockquote></p><p>First up is <a href=\"https://laohu8.com/S/AONE\">one</a> of the hottest names in tech coming out of 2020, Zoom. For the uninitiated, the cloud communications company has and continues to be a key service for the masses. Regardless of industry, those looking for a means to communicate while being socially distanced have turned towards Zoom. So much so, that the company’s name has become a household verb for making a video call. Similarly, most investors would be familiar with the meteoric rise of ZM stock throughout the past year. Despite its recent descent, the company’s shares have tripled over the past year. With Zoom set to release its latest quarterly report after today’s closing bell, it would not surprise if investors are watching it yet again.</p><p><blockquote>首先是<a href=\"https://laohu8.com/S/AONE\">一</a>在2020年科技界最热门的名字中，Zoom。对于门外汉来说，云通信公司已经并将继续成为大众的关键服务。无论哪个行业，那些在保持社交距离的同时寻找沟通方式的人都转向了Zoom。以至于该公司的名字已经成为制作视频看涨期权的家喻户晓的动词。同样，大多数投资者都熟悉ZM股票在过去一年中的飞速上涨。尽管最近股价下跌，但该公司股价在过去一年中上涨了两倍。随着Zoom将在今天收盘后发布最新季度报告，如果投资者再次关注它，也就不足为奇了。</blockquote></p><p><img src=\"https://static.tigerbbs.com/91b89dda75c16eca4f89b37fd7f80cf5\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\">Read MoreSource: TD Ameritrade TOS</p><p><blockquote>了解更多来源：德美利证券TOS</blockquote></p><p>For one thing, Zoom has been hard at work bolstering its existing services. To address the elephant in the room, most investors would be worried about the company’s post-pandemic viability. Well, last Wednesday, Zoom announced a new accessibility feature for its platform. The company launched “Live Transcription” and is now offering it for free to all users. With this new automatic closed caption feature, users with hearing disabilities can attend a Zoom call effortlessly. Will this make ZM stock worth investing in? Your guess is as good as mine.</p><p><blockquote>一方面，Zoom一直在努力加强其现有服务。为了解决房间里的大象，大多数投资者会担心该公司在大流行后的生存能力。上周三，Zoom宣布了其平台的一项新的辅助功能。该公司推出了“实时转录”，现在免费提供给所有用户。有了这一新的自动隐藏字幕功能，有听力障碍的用户可以毫不费力地参加Zoom看涨期权。这会使ZM股票值得投资吗？你的猜测和我的一样好。</blockquote></p><p>Broadcom Inc.</p><p><blockquote>博通公司。</blockquote></p><p>Following that, we have global semiconductor supplier, Broadcom. In brief, the company designs, develop and manufactures semiconductors and infrastructure software products. Broadcom’s key end markets include data centers, networking, software, broadband, and other industrial markets. As you can imagine, it would have been busy over the last year given the immense demand for semiconductors throughout 2020. With the current chip shortages, Broadcom would be amongst the key players to step up to meet this demand. It seems that investors are well aware of this seeing as AVGO stock is up by over 160% since the March 2020 selloffs. With booming end markets, investors would likely be keeping an eye on AVGO stock ahead of its earnings this Thursday.</p><p><blockquote>接下来是全球半导体供应商博通。简而言之，该公司设计、开发和制造半导体和基础设施软件产品。博通的主要终端市场包括数据中心、网络、软件、宽带和其他工业市场。正如你可以想象的那样，鉴于2020年对半导体的巨大需求，去年它会很忙。在当前芯片短缺的情况下，博通将成为满足这一需求的主要参与者之一。自2020年3月抛售以来，AVGO股价已上涨超过160%，投资者似乎很清楚这一点。随着终端市场的蓬勃发展，投资者可能会在本周四公布财报之前密切关注AVGO股票。</blockquote></p><p><img src=\"https://static.tigerbbs.com/74ead7f716620cc56afa09475c7358e0\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\">Source: TD Ameritrade TOS</p><p><blockquote>资料来源：德美利证券TOS</blockquote></p><p>For the most part, Wall Street expects the company to perform relatively well for the quarter. Current estimates suggest that Broadcom will report an earnings per share of $6.55 on revenue of $6.61 billion. This would mark a sizable bump from its revenue of $5.86 billion in the same quarter last year. Aside from that, CEO Tan Hock Eng also mentioned that its infrastructure software segment delivered solid results back in December as well. With the limelight on AVGO stock this week, will you consider adding it to your portfolio?</p><p><blockquote>在很大程度上，华尔街预计该公司本季度的表现将相对较好。目前的估计表明，博通将公布每股收益6.55美元，营收为66.1亿美元。这将标志着其收入较去年同季度58.6亿美元大幅增长。除此之外，首席执行官Tan Hock Eng还提到，其基础设施软件部门在12月份也取得了稳健的业绩。随着本周AVGO股票备受关注，您会考虑将其添加到您的投资组合中吗？</blockquote></p><p>Plug Power Inc.</p><p><blockquote>普拉格能源公司。</blockquote></p><p></p><p>Another top tech company in focus now would be Plug Power. Indeed, most auto investors would be familiar with this electric vehicle (EV) pick-and-shovel play. With PLUG stock looking at gains of over 1,000% in the past year, this would be the case. For starters, the New York-based company develops hydrogen fuel cell technology which powers EVs. According to Plug Power, the company created the first commercially viable market for hydrogen fuel cell tech. Moreover, the likes of Amazon (NASDAQ: AMZN) and Walmart (NYSE: WMT) employ Plug Power’s turnkey solutions. For investors looking to invest in the growing industry, it would be among the go-to choices at the moment.</p><p><blockquote>现在另一家备受关注的顶级科技公司是普拉格能源。事实上，大多数汽车投资者都熟悉这种电动汽车（EV）的镐铲游戏。由于PLUG股票在过去一年中的涨幅超过1,000%，情况就是如此。首先，这家总部位于纽约的公司开发为电动汽车提供动力的氢燃料电池技术。据普拉格能源称，该公司为氢燃料电池技术创造了第一个商业上可行的市场。此外，亚马逊（纳斯达克股票代码：AMZN）和沃尔玛（纽约证券交易所股票代码：WMT）等公司采用普拉格能源的交钥匙解决方案。对于希望投资这个不断增长的行业的投资者来说，这将是目前的首选之一。</blockquote></p><p>Source: TD Ameritrade TOS</p><p><blockquote>资料来源：德美利证券TOS</blockquote></p><p>Last Thursday, the company made two major announcements. Namely, Plug Power revealed its involvement in two massive projects in Asia and North America. Firstly, Plug Power completed a $1.6 billion capital investment into a partnership with South Korean business group, SK Group. Said investment will be put towards accelerating hydrogen as an alternative energy source in the Asian markets. On the local front, Plug Power announced that it is now working on building North America’s largest green hydrogen production facility in New York. With Plug Power seemingly firing on all cylinders, would you consider PLUG stock a buy?</p><p><blockquote>上周四，该公司发布了两项重大公告。也就是说，普拉格能源透露其参与了亚洲和北美的两个大型项目。首先，普拉格能源完成了与韩国商业集团SK集团的16亿美元资本投资。上述投资将用于加速氢作为亚洲市场的替代能源。在当地方面，普拉格能源宣布目前正在纽约建设北美最大的绿色氢生产设施。随着普拉格能源似乎全力以赴，您会考虑买入PLUG股票吗？</blockquote></p><p>Canaan Creative Inc.</p><p><blockquote>迦南创意公司。</blockquote></p><p>Canaan is a China-based computer hardware manufacturer. It specializes in blockchain servers and ASIC microprocessor solutions that are used in bitcoin mining. Its high-performance computing solutions are used to solve complex problems efficiently. CAN shares are up by over 34% on today’s opening bell and currently trades at $20.70 as of 12:10 p.m. ET.</p><p><blockquote>嘉楠耘智是一家总部位于中国的计算机硬件制造商。它专注于用于比特币挖矿的区块链服务器和ASIC微处理器解决方案。其高性能计算解决方案用于高效解决复杂问题。CAN股价在今天开盘时上涨了34%以上，截至中午12:10，目前交易价格为20.70美元。等。</blockquote></p><p><img src=\"https://static.tigerbbs.com/1c4a4917f30b10197590437a9ff985b8\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\">Source: TD Ameritrade TOS</p><p><blockquote>资料来源：德美利证券TOS</blockquote></p><p>Last month, the company announced that its revenue visibility has improved substantially in 2021 as a result of attaining purchase orders totaling more than 100,000 units of bitcoin mining machines from customers in North America. A majority of these purchases were placed with prepayment and will likely occupy the company’s current manufacturing capacity for the full year of 2021 and beyond. Late last year, the company shifted its client base to most publicly traded companies which tend to place sizable orders with long-term commitment.</p><p><blockquote>上个月，该公司宣布，由于从北美客户那里获得了总计超过10万台比特币矿机的采购订单，其2021年收入可见性大幅提高。这些采购大部分是预付款项，可能会占用公司2021年全年及以后的现有产能。去年年底，该公司将其客户群转移到大多数上市公司，这些公司往往会下大量订单并做出长期承诺。</blockquote></p><p>As a result, the company is able to forecast its revenue more precisely. This would give Canaan an edge in planning its production and logistics in advance. It will also allow the company to achieve profitable growth in the long run. With that in mind, will you consider buying CAN stock?</p><p><blockquote>因此，该公司能够更准确地预测其收入。这将使迦南在提前规划生产和物流方面具有优势。从长远来看，这也将使公司实现盈利增长。考虑到这一点，您会考虑购买CAN股票吗？</blockquote></p><p>The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.</p><p><blockquote>本文表达的观点和意见是作者的观点和意见，不一定反映纳斯达克公司的观点和意见。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.nasdaq.com/articles/looking-for-the-top-tech-stocks-to-buy-2-reporting-earnings-this-week-2021-03-01\">nasdaq</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.nasdaq.com/articles/looking-for-the-top-tech-stocks-to-buy-2-reporting-earnings-this-week-2021-03-01","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134788930","content_text":"Are These The Best Tech Stocks To Buy This Week? 4 To WatchSponsored LinksMattress Can’t Fit In The Lift? This Mattress Comes In A BoxSkyler MattressOne shining quality shown by the tech industry is resilience. Amidst times of uncertainty,tech stockscontinue to outperform the broader market. Evidently, the tech-heavy Nasdaq Composite continues to outpace the broader market. In fact, it is up by over 47% over the past year, more than twice the gains of theS&P 500. The most recent occurrence in the industry was a series of pullbacks on some of the top tech stocks. Despite all of that, many investors were quick to buy on the dip. Why might you ask? Well, it’s simple. The tech industry continues to innovate and cater to the needs of our increasingly tech-dependent world. In a sense, this would mean that there is always space for another tech stock to explode onto the scene.For example, some of thetop semiconductor stockscontinue to see massive gains despite the current global chip shortage. ON Semiconductor (NASDAQ: ON) and Nvidia (NASDAQ: NVDA) are still looking at gains upwards of 150% since the March 2020 lows. Logically, this is because semiconductors are essentially the brains of modern electronics. From our cars and handheld devices to complex computing hardware and industrial systems, semiconductors are present. This is but one instance of the prevalence of tech in our world. If all this has you looking for the latest movers in the tech industry, take a look at these four.Top Tech Stocks To Buy  [Or Avoid] This WeekZoom Video Communications Inc.(NASDAQ: ZM)Broadcom Inc.(NASDAQ: AVGO)Plug Power Inc.(NASDAQ: PLUG)Canaan Creative(NASDAQ: CAN)Zoom Video Communications Inc.First up is one of the hottest names in tech coming out of 2020, Zoom. For the uninitiated, the cloud communications company has and continues to be a key service for the masses. Regardless of industry, those looking for a means to communicate while being socially distanced have turned towards Zoom. So much so, that the company’s name has become a household verb for making a video call. Similarly, most investors would be familiar with the meteoric rise of ZM stock throughout the past year. Despite its recent descent, the company’s shares have tripled over the past year. With Zoom set to release its latest quarterly report after today’s closing bell, it would not surprise if investors are watching it yet again.Read MoreSource: TD Ameritrade TOSFor one thing, Zoom has been hard at work bolstering its existing services. To address the elephant in the room, most investors would be worried about the company’s post-pandemic viability. Well, last Wednesday, Zoom announced a new accessibility feature for its platform. The company launched “Live Transcription” and is now offering it for free to all users. With this new automatic closed caption feature, users with hearing disabilities can attend a Zoom call effortlessly. Will this make ZM stock worth investing in? Your guess is as good as mine.Broadcom Inc.Following that, we have global semiconductor supplier, Broadcom. In brief, the company designs, develop and manufactures semiconductors and infrastructure software products. Broadcom’s key end markets include data centers, networking, software, broadband, and other industrial markets. As you can imagine, it would have been busy over the last year given the immense demand for semiconductors throughout 2020. With the current chip shortages, Broadcom would be amongst the key players to step up to meet this demand. It seems that investors are well aware of this seeing as AVGO stock is up by over 160% since the March 2020 selloffs. With booming end markets, investors would likely be keeping an eye on AVGO stock ahead of its earnings this Thursday.Source: TD Ameritrade TOSFor the most part, Wall Street expects the company to perform relatively well for the quarter. Current estimates suggest that Broadcom will report an earnings per share of $6.55 on revenue of $6.61 billion. This would mark a sizable bump from its revenue of $5.86 billion in the same quarter last year. Aside from that, CEO Tan Hock Eng also mentioned that its infrastructure software segment delivered solid results back in December as well. With the limelight on AVGO stock this week, will you consider adding it to your portfolio?Plug Power Inc.Another top tech company in focus now would be Plug Power. Indeed, most auto investors would be familiar with this electric vehicle (EV) pick-and-shovel play. With PLUG stock looking at gains of over 1,000% in the past year, this would be the case. For starters, the New York-based company develops hydrogen fuel cell technology which powers EVs. According to Plug Power, the company created the first commercially viable market for hydrogen fuel cell tech. Moreover, the likes of Amazon (NASDAQ: AMZN) and Walmart (NYSE: WMT) employ Plug Power’s turnkey solutions. For investors looking to invest in the growing industry, it would be among the go-to choices at the moment.Source: TD Ameritrade TOSLast Thursday, the company made two major announcements. Namely, Plug Power revealed its involvement in two massive projects in Asia and North America. Firstly, Plug Power completed a $1.6 billion capital investment into a partnership with South Korean business group, SK Group. Said investment will be put towards accelerating hydrogen as an alternative energy source in the Asian markets. On the local front, Plug Power announced that it is now working on building North America’s largest green hydrogen production facility in New York. With Plug Power seemingly firing on all cylinders, would you consider PLUG stock a buy?Canaan Creative Inc.Canaan is a China-based computer hardware manufacturer. It specializes in blockchain servers and ASIC microprocessor solutions that are used in bitcoin mining. Its high-performance computing solutions are used to solve complex problems efficiently. CAN shares are up by over 34% on today’s opening bell and currently trades at $20.70 as of 12:10 p.m. ET.Source: TD Ameritrade TOSLast month, the company announced that its revenue visibility has improved substantially in 2021 as a result of attaining purchase orders totaling more than 100,000 units of bitcoin mining machines from customers in North America. A majority of these purchases were placed with prepayment and will likely occupy the company’s current manufacturing capacity for the full year of 2021 and beyond. Late last year, the company shifted its client base to most publicly traded companies which tend to place sizable orders with long-term commitment.As a result, the company is able to forecast its revenue more precisely. This would give Canaan an edge in planning its production and logistics in advance. It will also allow the company to achieve profitable growth in the long run. With that in mind, will you consider buying CAN stock?The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160185205,"gmtCreate":1623774990207,"gmtModify":1634028396713,"author":{"id":"3574558286837472","authorId":"3574558286837472","name":"Mxtinhzq","avatar":"https://static.tigerbbs.com/c915c3b8303c6bd800f52c911a79390f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574558286837472","idStr":"3574558286837472"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>I sold my apple shares at $126 slow progress. Long term play.","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>I sold my apple shares at $126 slow progress. Long term play.","text":"$Apple(AAPL)$I sold my apple shares at $126 slow progress. Long term play.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160185205","isVote":1,"tweetType":1,"viewCount":2163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365935831,"gmtCreate":1614688069823,"gmtModify":1703479866394,"author":{"id":"3574558286837472","authorId":"3574558286837472","name":"Mxtinhzq","avatar":"https://static.tigerbbs.com/c915c3b8303c6bd800f52c911a79390f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574558286837472","idStr":"3574558286837472"},"themes":[],"htmlText":"Should have gotten baba at $220 when I stillhad the chance. Nonetheless still great stock to buy for the long haul","listText":"Should have gotten baba at $220 when I stillhad the chance. Nonetheless still great stock to buy for the long haul","text":"Should have gotten baba at $220 when I stillhad the chance. Nonetheless still great stock to buy for the long haul","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365935831","repostId":"1169004570","repostType":4,"isVote":1,"tweetType":1,"viewCount":1300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365930413,"gmtCreate":1614687430632,"gmtModify":1703479856828,"author":{"id":"3574558286837472","authorId":"3574558286837472","name":"Mxtinhzq","avatar":"https://static.tigerbbs.com/c915c3b8303c6bd800f52c911a79390f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574558286837472","idStr":"3574558286837472"},"themes":[],"htmlText":"Would never buy Tesla stock on its own. Willonly buy ETF that includes with Tesla. Less risky.","listText":"Would never buy Tesla stock on its own. Willonly buy ETF that includes with Tesla. Less risky.","text":"Would never buy Tesla stock on its own. Willonly buy ETF that includes with Tesla. Less risky.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365930413","repostId":"1105841550","repostType":4,"repost":{"id":"1105841550","kind":"news","pubTimestamp":1614600153,"share":"https://www.laohu8.com/m/news/1105841550?lang=zh_CN&edition=full","pubTime":"2021-03-01 20:02","market":"us","language":"en","title":"'Build Me An Ark': The Tsunami Of Risk Of Tesla-Bitcoin-Cathie Wood Is Coming<blockquote>“为我建造一艘方舟”：特斯拉-比特币-凯西·伍德的风险海啸即将到来</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1105841550","media":"zerohedge","summary":"Summary:\n\n In today's equity update we are following up on our\n analysis of the Tesla-Bitcoin-Ark ri","content":"<p><u><b>Summary:</b></u></p><p><blockquote><u><b>摘要：</b></u></blockquote></p><p>   In today's equity update we are following up on our  <b>analysis of the Tesla-Bitcoin-Ark risk cluster</b>showing an updated positions analysis, cross-correlations in the flagship Ark Innovation ETF, and an drawdown analysis. Yesterday, was another bad session for this risk cluster and Ark Invest had a day with outflows across all their ETFs highlighting that risk sentiment has changed. With the founder's bold move to increase the position in Tesla during the week the risk has gone up that this risk cluster could turn into an ugly forced selling dynamic causing pain in not only Tesla, Bitcoin, and Ark funds, but also US biotechnology stocks where Ark Invest is a major holder with high ownership in selected names.  A little over a month ago we first flagged the Tesla-Bitcoin-Ark risk cluster as something to take note off as short-term correlation between Tesla and Bitcoin was shooting up. A survey from Charles Schwab also confirmed our suspicion that there is a big overlap as these two instruments are among the top five holdings by millennials. Our analysis quickly led us to Ark Invest with its famous Ark Innovation ETF which had a big position in Tesla and its charismatic founder Cathie Wood is a big believer in the so-called disruptive innovation culture of Silicon Valley. This class of people believe firmly in technology as mainly good for society in all its aspects and that&nbsp;Bitcoin is a protection against future wealth confiscation&nbsp;which is most likely inevitable due to historically high wealth inequality.</p><p><blockquote>在今天的股票更新中，我们将跟进我们的<b>特斯拉-比特币-方舟风险集群分析</b>显示了最新的头寸分析、旗舰Ark Innovation ETF的互相关性以及回撤分析。昨天是该风险集群的又一个糟糕交易日，Ark Invest的所有ETF都出现资金外流，突显出风险情绪已经发生变化。随着创始人本周大胆增持特斯拉头寸，这一风险集群可能演变成丑陋的强制抛售动态的风险已经上升，不仅会给特斯拉、比特币和Ark基金带来痛苦，也会给美国生物科技股带来痛苦。Ark Invest是主要持有人，在选定的名称中拥有大量所有权。一个多月前，随着特斯拉和比特币之间的短期相关性不断上升，我们首次将特斯拉-比特币-方舟风险集群标记为值得注意的问题。嘉信理财的一项调查也证实了我们的怀疑，即存在很大重叠，因为这两种工具是千禧一代持有的前五大工具之一。我们的分析很快让我们找到了Ark Invest及其著名的Ark Innovation ETF，该ETF在特斯拉拥有大量头寸，其魅力四射的创始人Cathie Wood是硅谷所谓颠覆性创新文化的忠实信徒。这一类人坚信技术在各个方面对社会都有好处，比特币是防止未来财富被没收的一种保护，由于历史上高度的财富不平等，这很可能是不可避免的。</blockquote></p><p> This disruptive innovation culture is powerful. It is presented by some of the wealthiest people of this planet. Endless presentation about innovation and institutions like the Singularity University promote these views. Behind Bitcoin you find a huge online marketing machine sucking ordinary people into the game. Recently wealthy people such as Elon Musk has openly supported Bitcoin, first in writing and later in action adding $1.5bn to Tesla’s balance sheet and thereby significantly increasing its earnings volatility. The triangle of Tesla-Bitcoin-Ark and their respective momentum has reinforced each other creating a positive feedback loop luring more investors into these instruments. As we have seen this week the ‘tower of risk’ is beginning to show cracks.</p><p><blockquote>这种颠覆性的创新文化是强大的。它是由这个星球上一些最富有的人提出的。关于创新和奇点大学等机构的无休止的介绍促进了这些观点。在比特币背后，你会发现一个巨大的在线营销机器，将普通人吸进游戏中。最近，Elon Musk等富人公开支持比特币，先是以书面形式，后来又采取行动，为特斯拉的资产负债表增加了15亿美元，从而显着增加了其盈利波动性。特斯拉-比特币-方舟三角及其各自的势头相互加强，创造了一个正反馈循环，吸引更多投资者进入这些工具。正如我们本周所看到的，“风险之塔”开始出现裂缝。</blockquote></p><p> <b>Ark position update and Cathie Wood’s bold move and the risk to biotechnology</b></p><p><blockquote><b>Ark立场更新和Cathie Wood的大胆举措以及生物技术面临的风险</b></blockquote></p><p> This week Tesla-Bitcoin-Ark all came under pressure from negative voices in governments over Bitcoin and beginning noise over real competition for Tesla in the coming years. The risk cluster was clearly moving together, and correlations started rising. On Tuesday, volatility picked up across the board and at one point Cathie Wood felt it was necessary to go public supporting her funds and said that&nbsp;she had increased their position in Tesla&nbsp;using big numbers in the future to justify increasing the risk. This is a bold move, but it increases the risk considerably. When you are at risk of seeing sizeable outflows, you should start reducing the most illiquid positions first while you can control the situation. Because if you are forced to do it by redemptions the game changes dramatically.</p><p><blockquote>本周，特斯拉-比特币-方舟都面临着来自政府对比特币的负面声音的压力，以及未来几年特斯拉真正竞争的噪音。风险集群显然在一起移动，相关性开始上升。周二，波动性全面加剧，凯西·伍德(Cathie Wood)一度认为有必要上市支持她的基金，并表示她已经增加了在特斯拉的头寸，并在未来利用大量数据来证明增加风险的合理性。这是一个大胆的举动，但它大大增加了风险。当你面临大量资金外流的风险时，你应该在你能控制局面的时候，首先开始减少流动性最差的头寸。因为如果你被迫这样做，游戏就会发生巨大的变化。</blockquote></p><p> The tables below show updated Ark Invest positions as of yesterday’s close. There are still 26 stocks where Ark Invest holds more than 10% of the outstanding shares. This could become a serious problem if Ark Invest is suddenly caught in a negative feedback loop together with Tesla and Bitcoin. But also note how US biotechnology stocks are overrepresented in this list of stocks with high ownership in percentage of outstanding shares. If Ark Invest suddenly experience across the board outflows, like it did yesterday, then they can suddenly be the forced seller in US biotechnology stocks where they are the whale. This could cascade into the overall US biotechnology segment although the group is diverse.</p><p><blockquote>下表显示了截至昨天收盘时更新的Ark Invest头寸。Ark Invest持有流通股比例超过10%的个股仍有26只。如果Ark Invest突然与特斯拉和比特币一起陷入负反馈循环，这可能会成为一个严重的问题。但也请注意，美国生物技术股票在这份占流通股比例较高的股票列表中所占比例过高。如果Ark Invest突然经历全面资金外流，就像昨天一样，那么他们可能会突然成为美国生物科技股的被迫卖家，而他们是鲸鱼。尽管该集团是多元化的，但这可能会波及整个美国生物技术领域。</blockquote></p><p> <i>Stocks held by Ark Invest funds with combined ownership above 10% of outstanding shares</i></p><p><blockquote><i>Ark Invest基金持有的合计持股比例超过流通股10%的股票</i></blockquote></p><p> <img src=\"https://static.tigerbbs.com/b97684f80243d32efc06f3379d51d4fb\" tg-width=\"500\" tg-height=\"353\">Source: Ark Invest, Bloomberg, and Saxo Group</p><p><blockquote>资料来源：Ark Invest、彭博社和盛宝集团</blockquote></p><p></p><p> The table below shows the largest positions across all funds. Here Tesla has now jumped to 7% of AUM and the first five positions now account for 21.6% of AUM. The five biggest stocks are Tesla, Teladoc Health, Square, Roku, and Baidu. Square just recently reported disappointing Q4 earnings and announced the purchase of $170mn of Bitcoin increasing the risk and feedback loop further in this risk cluster. In the Ark Innovation ETF itself, Tesla is now 10.2% of assets and together with Roku (6%) and Square (5.4%) these three stocks represent 21.6% of assets. If you look at the 10 largest positions in the Ark Innovation ETF then the red thread is that they all come with very high equity valuations and thus low implied equity risk premiums. They are all also mostly equity financed, except for Tesla, which means that the WACC, cost of capital, predominantly come from the cost of equity. With low implied equity risk premiums, the risk-free rate dominates much more than for a company such as say Microsoft or Apple. This means that the rising interest rates could suddenly cause a huge shift in equity valuations. Not because the future is different but because the cost of capital has changed.</p><p><blockquote>下表显示了所有基金的最大头寸。在这里，特斯拉现在已经跃升至资产管理规模的7%，前五个职位现在占资产管理规模的21.6%。最大的五只股票是特斯拉、Teladoc Health、Square、Roku和百度。Square最近刚刚公布了令人失望的第四季度收益，并宣布以1.7亿美元收购比特币，进一步增加了该风险集群的风险和反馈循环。在Ark Innovation ETF本身中，特斯拉目前占资产的10.2%，加上Roku(6%)和Square(5.4%)，这三只股票占资产的21.6%。如果你看看Ark Innovation ETF中最大的10个头寸，那么红线是它们都具有非常高的股票估值，因此隐含的股票风险溢价较低。除特斯拉外，它们也主要是股权融资，这意味着WACC（资本成本）主要来自股权成本。由于隐含股权风险溢价较低，无风险利率比微软或苹果等公司占据主导地位。这意味着利率上升可能会突然导致股票估值发生巨大变化。不是因为未来不同，而是因为资本成本发生了变化。</blockquote></p><p> <i>Top positions in terms of Ark Invest AUM across all funds</i></p><p><blockquote><i>Ark Invest所有基金的资产管理规模排名靠前</i></blockquote></p><p> <img src=\"https://static.tigerbbs.com/7e06fcb66d5a52e629b48c9cab492586\" tg-width=\"500\" tg-height=\"302\">Source: Ark Invest, Bloomberg, and Saxo Group</p><p><blockquote>资料来源：Ark Invest、彭博社和盛宝集团</blockquote></p><p> <u><b>Correlations on the rise and drawdown outlier</b></u></p><p><blockquote><u><b>上涨和下跌异常值的相关性</b></u></blockquote></p><p> The best sign of risk going haywire is always fast rising cross-correlations whether it is on asset classes or single stocks. The chart below shows the 10-day moving cross-correlation in the Ark Innovation ETF since early 2020. It has recently moved to around 0.6 and while it is not a new record the direction is up and has been fast coming from only 0.2 from a few weeks ago. The next week will be critical for the Tesla-Bitcoin-Ark risk cluster as negative feedback loops can be violent and very unpredictable in their outcome.</p><p><blockquote>风险失控的最佳迹象总是快速上升的交叉相关性，无论是资产类别还是单一股票。下图显示了Ark Innovation ETF自2020年初以来的10天移动互相关性。它最近已经移动到0.6左右，虽然这不是一个新的记录，但方向是上升的，并且已经从几周前的0.2快速上升。下周对于特斯拉-比特币-方舟风险集群来说至关重要，因为负反馈循环可能是暴力的，其结果非常不可预测。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ab96aaafda10c2371b1d3a1a14c4a48a\" tg-width=\"500\" tg-height=\"280\"><i>Source: Bloomberg and Saxo Group</i></p><p><blockquote><i>资料来源：彭博社和盛宝集团</i></blockquote></p><p> Another way of looking at risk is by plotting Ark Innovation ETF drawdowns against that of Nasdaq 100 since December 2015.<b>The ETF has typically experienced a drawdown that is 1.22 times larger than that of Nasdaq 100</b>. As of yesterday, the ratio stands at 2.44 and thus illustrates that something idiosyncratic is taking place at Ark Innovation ETF.</p><p><blockquote>看待风险的另一种方法是将Ark Innovation ETF的回撤与2015年12月以来纳斯达克100指数的回撤进行比较。<b>该ETF的跌幅通常是纳斯达克100指数的1.22倍</b>截至昨天，该比率为2.44，因此表明Ark Innovation ETF正在发生一些特殊的事情。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/80db26e42e2910071718ff22a1ff3f2b\" tg-width=\"500\" tg-height=\"308\"><b>If outflows continue today and Tesla comes under pressure again then this indicator could very well hit a new record in terms of being an outlier signaling a negative feedback loop on risk has started.</b></p><p><blockquote><b>如果今天资金外流继续，特斯拉再次面临压力，那么该指标很可能会创下新纪录，成为一个异常值，表明风险负反馈循环已经开始。</b></blockquote></p><p></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>'Build Me An Ark': The Tsunami Of Risk Of Tesla-Bitcoin-Cathie Wood Is Coming<blockquote>“为我建造一艘方舟”：特斯拉-比特币-凯西·伍德的风险海啸即将到来</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\">\n'Build Me An Ark': The Tsunami Of Risk Of Tesla-Bitcoin-Cathie Wood Is Coming<blockquote>“为我建造一艘方舟”：特斯拉-比特币-凯西·伍德的风险海啸即将到来</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-03-01 20:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p><u><b>Summary:</b></u></p><p><blockquote><u><b>摘要：</b></u></blockquote></p><p>   In today's equity update we are following up on our  <b>analysis of the Tesla-Bitcoin-Ark risk cluster</b>showing an updated positions analysis, cross-correlations in the flagship Ark Innovation ETF, and an drawdown analysis. Yesterday, was another bad session for this risk cluster and Ark Invest had a day with outflows across all their ETFs highlighting that risk sentiment has changed. With the founder's bold move to increase the position in Tesla during the week the risk has gone up that this risk cluster could turn into an ugly forced selling dynamic causing pain in not only Tesla, Bitcoin, and Ark funds, but also US biotechnology stocks where Ark Invest is a major holder with high ownership in selected names.  A little over a month ago we first flagged the Tesla-Bitcoin-Ark risk cluster as something to take note off as short-term correlation between Tesla and Bitcoin was shooting up. A survey from Charles Schwab also confirmed our suspicion that there is a big overlap as these two instruments are among the top five holdings by millennials. Our analysis quickly led us to Ark Invest with its famous Ark Innovation ETF which had a big position in Tesla and its charismatic founder Cathie Wood is a big believer in the so-called disruptive innovation culture of Silicon Valley. This class of people believe firmly in technology as mainly good for society in all its aspects and that&nbsp;Bitcoin is a protection against future wealth confiscation&nbsp;which is most likely inevitable due to historically high wealth inequality.</p><p><blockquote>在今天的股票更新中，我们将跟进我们的<b>特斯拉-比特币-方舟风险集群分析</b>显示了最新的头寸分析、旗舰Ark Innovation ETF的互相关性以及回撤分析。昨天是该风险集群的又一个糟糕交易日，Ark Invest的所有ETF都出现资金外流，突显出风险情绪已经发生变化。随着创始人本周大胆增持特斯拉头寸，这一风险集群可能演变成丑陋的强制抛售动态的风险已经上升，不仅会给特斯拉、比特币和Ark基金带来痛苦，也会给美国生物科技股带来痛苦。Ark Invest是主要持有人，在选定的名称中拥有大量所有权。一个多月前，随着特斯拉和比特币之间的短期相关性不断上升，我们首次将特斯拉-比特币-方舟风险集群标记为值得注意的问题。嘉信理财的一项调查也证实了我们的怀疑，即存在很大重叠，因为这两种工具是千禧一代持有的前五大工具之一。我们的分析很快让我们找到了Ark Invest及其著名的Ark Innovation ETF，该ETF在特斯拉拥有大量头寸，其魅力四射的创始人Cathie Wood是硅谷所谓颠覆性创新文化的忠实信徒。这一类人坚信技术在各个方面对社会都有好处，比特币是防止未来财富被没收的一种保护，由于历史上高度的财富不平等，这很可能是不可避免的。</blockquote></p><p> This disruptive innovation culture is powerful. It is presented by some of the wealthiest people of this planet. Endless presentation about innovation and institutions like the Singularity University promote these views. Behind Bitcoin you find a huge online marketing machine sucking ordinary people into the game. Recently wealthy people such as Elon Musk has openly supported Bitcoin, first in writing and later in action adding $1.5bn to Tesla’s balance sheet and thereby significantly increasing its earnings volatility. The triangle of Tesla-Bitcoin-Ark and their respective momentum has reinforced each other creating a positive feedback loop luring more investors into these instruments. As we have seen this week the ‘tower of risk’ is beginning to show cracks.</p><p><blockquote>这种颠覆性的创新文化是强大的。它是由这个星球上一些最富有的人提出的。关于创新和奇点大学等机构的无休止的介绍促进了这些观点。在比特币背后，你会发现一个巨大的在线营销机器，将普通人吸进游戏中。最近，Elon Musk等富人公开支持比特币，先是以书面形式，后来又采取行动，为特斯拉的资产负债表增加了15亿美元，从而显着增加了其盈利波动性。特斯拉-比特币-方舟三角及其各自的势头相互加强，创造了一个正反馈循环，吸引更多投资者进入这些工具。正如我们本周所看到的，“风险之塔”开始出现裂缝。</blockquote></p><p> <b>Ark position update and Cathie Wood’s bold move and the risk to biotechnology</b></p><p><blockquote><b>Ark立场更新和Cathie Wood的大胆举措以及生物技术面临的风险</b></blockquote></p><p> This week Tesla-Bitcoin-Ark all came under pressure from negative voices in governments over Bitcoin and beginning noise over real competition for Tesla in the coming years. The risk cluster was clearly moving together, and correlations started rising. On Tuesday, volatility picked up across the board and at one point Cathie Wood felt it was necessary to go public supporting her funds and said that&nbsp;she had increased their position in Tesla&nbsp;using big numbers in the future to justify increasing the risk. This is a bold move, but it increases the risk considerably. When you are at risk of seeing sizeable outflows, you should start reducing the most illiquid positions first while you can control the situation. Because if you are forced to do it by redemptions the game changes dramatically.</p><p><blockquote>本周，特斯拉-比特币-方舟都面临着来自政府对比特币的负面声音的压力，以及未来几年特斯拉真正竞争的噪音。风险集群显然在一起移动，相关性开始上升。周二，波动性全面加剧，凯西·伍德(Cathie Wood)一度认为有必要上市支持她的基金，并表示她已经增加了在特斯拉的头寸，并在未来利用大量数据来证明增加风险的合理性。这是一个大胆的举动，但它大大增加了风险。当你面临大量资金外流的风险时，你应该在你能控制局面的时候，首先开始减少流动性最差的头寸。因为如果你被迫这样做，游戏就会发生巨大的变化。</blockquote></p><p> The tables below show updated Ark Invest positions as of yesterday’s close. There are still 26 stocks where Ark Invest holds more than 10% of the outstanding shares. This could become a serious problem if Ark Invest is suddenly caught in a negative feedback loop together with Tesla and Bitcoin. But also note how US biotechnology stocks are overrepresented in this list of stocks with high ownership in percentage of outstanding shares. If Ark Invest suddenly experience across the board outflows, like it did yesterday, then they can suddenly be the forced seller in US biotechnology stocks where they are the whale. This could cascade into the overall US biotechnology segment although the group is diverse.</p><p><blockquote>下表显示了截至昨天收盘时更新的Ark Invest头寸。Ark Invest持有流通股比例超过10%的个股仍有26只。如果Ark Invest突然与特斯拉和比特币一起陷入负反馈循环，这可能会成为一个严重的问题。但也请注意，美国生物技术股票在这份占流通股比例较高的股票列表中所占比例过高。如果Ark Invest突然经历全面资金外流，就像昨天一样，那么他们可能会突然成为美国生物科技股的被迫卖家，而他们是鲸鱼。尽管该集团是多元化的，但这可能会波及整个美国生物技术领域。</blockquote></p><p> <i>Stocks held by Ark Invest funds with combined ownership above 10% of outstanding shares</i></p><p><blockquote><i>Ark Invest基金持有的合计持股比例超过流通股10%的股票</i></blockquote></p><p> <img src=\"https://static.tigerbbs.com/b97684f80243d32efc06f3379d51d4fb\" tg-width=\"500\" tg-height=\"353\">Source: Ark Invest, Bloomberg, and Saxo Group</p><p><blockquote>资料来源：Ark Invest、彭博社和盛宝集团</blockquote></p><p></p><p> The table below shows the largest positions across all funds. Here Tesla has now jumped to 7% of AUM and the first five positions now account for 21.6% of AUM. The five biggest stocks are Tesla, Teladoc Health, Square, Roku, and Baidu. Square just recently reported disappointing Q4 earnings and announced the purchase of $170mn of Bitcoin increasing the risk and feedback loop further in this risk cluster. In the Ark Innovation ETF itself, Tesla is now 10.2% of assets and together with Roku (6%) and Square (5.4%) these three stocks represent 21.6% of assets. If you look at the 10 largest positions in the Ark Innovation ETF then the red thread is that they all come with very high equity valuations and thus low implied equity risk premiums. They are all also mostly equity financed, except for Tesla, which means that the WACC, cost of capital, predominantly come from the cost of equity. With low implied equity risk premiums, the risk-free rate dominates much more than for a company such as say Microsoft or Apple. This means that the rising interest rates could suddenly cause a huge shift in equity valuations. Not because the future is different but because the cost of capital has changed.</p><p><blockquote>下表显示了所有基金的最大头寸。在这里，特斯拉现在已经跃升至资产管理规模的7%，前五个职位现在占资产管理规模的21.6%。最大的五只股票是特斯拉、Teladoc Health、Square、Roku和百度。Square最近刚刚公布了令人失望的第四季度收益，并宣布以1.7亿美元收购比特币，进一步增加了该风险集群的风险和反馈循环。在Ark Innovation ETF本身中，特斯拉目前占资产的10.2%，加上Roku(6%)和Square(5.4%)，这三只股票占资产的21.6%。如果你看看Ark Innovation ETF中最大的10个头寸，那么红线是它们都具有非常高的股票估值，因此隐含的股票风险溢价较低。除特斯拉外，它们也主要是股权融资，这意味着WACC（资本成本）主要来自股权成本。由于隐含股权风险溢价较低，无风险利率比微软或苹果等公司占据主导地位。这意味着利率上升可能会突然导致股票估值发生巨大变化。不是因为未来不同，而是因为资本成本发生了变化。</blockquote></p><p> <i>Top positions in terms of Ark Invest AUM across all funds</i></p><p><blockquote><i>Ark Invest所有基金的资产管理规模排名靠前</i></blockquote></p><p> <img src=\"https://static.tigerbbs.com/7e06fcb66d5a52e629b48c9cab492586\" tg-width=\"500\" tg-height=\"302\">Source: Ark Invest, Bloomberg, and Saxo Group</p><p><blockquote>资料来源：Ark Invest、彭博社和盛宝集团</blockquote></p><p> <u><b>Correlations on the rise and drawdown outlier</b></u></p><p><blockquote><u><b>上涨和下跌异常值的相关性</b></u></blockquote></p><p> The best sign of risk going haywire is always fast rising cross-correlations whether it is on asset classes or single stocks. The chart below shows the 10-day moving cross-correlation in the Ark Innovation ETF since early 2020. It has recently moved to around 0.6 and while it is not a new record the direction is up and has been fast coming from only 0.2 from a few weeks ago. The next week will be critical for the Tesla-Bitcoin-Ark risk cluster as negative feedback loops can be violent and very unpredictable in their outcome.</p><p><blockquote>风险失控的最佳迹象总是快速上升的交叉相关性，无论是资产类别还是单一股票。下图显示了Ark Innovation ETF自2020年初以来的10天移动互相关性。它最近已经移动到0.6左右，虽然这不是一个新的记录，但方向是上升的，并且已经从几周前的0.2快速上升。下周对于特斯拉-比特币-方舟风险集群来说至关重要，因为负反馈循环可能是暴力的，其结果非常不可预测。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ab96aaafda10c2371b1d3a1a14c4a48a\" tg-width=\"500\" tg-height=\"280\"><i>Source: Bloomberg and Saxo Group</i></p><p><blockquote><i>资料来源：彭博社和盛宝集团</i></blockquote></p><p> Another way of looking at risk is by plotting Ark Innovation ETF drawdowns against that of Nasdaq 100 since December 2015.<b>The ETF has typically experienced a drawdown that is 1.22 times larger than that of Nasdaq 100</b>. As of yesterday, the ratio stands at 2.44 and thus illustrates that something idiosyncratic is taking place at Ark Innovation ETF.</p><p><blockquote>看待风险的另一种方法是将Ark Innovation ETF的回撤与2015年12月以来纳斯达克100指数的回撤进行比较。<b>该ETF的跌幅通常是纳斯达克100指数的1.22倍</b>截至昨天，该比率为2.44，因此表明Ark Innovation ETF正在发生一些特殊的事情。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/80db26e42e2910071718ff22a1ff3f2b\" tg-width=\"500\" tg-height=\"308\"><b>If outflows continue today and Tesla comes under pressure again then this indicator could very well hit a new record in terms of being an outlier signaling a negative feedback loop on risk has started.</b></p><p><blockquote><b>如果今天资金外流继续，特斯拉再次面临压力，那么该指标很可能会创下新纪录，成为一个异常值，表明风险负反馈循环已经开始。</b></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/build-me-ark-tsunami-risk-tesla-bitcoin-cathie-wood-coming\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKG":"ARK Genomic Revolution ETF","GBTC":"比特币ETF-Grayscale","ARKK":"ARK Innovation ETF","ARKW":"ARK Next Generation Internet ETF","TSLA":"特斯拉","ARKF":"ARK Fintech Innovation ETF","ARKR":"Ark Restaurants Corp","ARKQ":"ARK Autonomous Technology & Robotics ETF"},"source_url":"https://www.zerohedge.com/markets/build-me-ark-tsunami-risk-tesla-bitcoin-cathie-wood-coming","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105841550","content_text":"Summary:\n\n In today's equity update we are following up on our\n analysis of the Tesla-Bitcoin-Ark risk clustershowing an updated positions analysis, cross-correlations in the flagship Ark Innovation ETF, and an drawdown analysis. Yesterday, was another bad session for this risk cluster and Ark Invest had a day with outflows across all their ETFs highlighting that risk sentiment has changed. With the founder's bold move to increase the position in Tesla during the week the risk has gone up that this risk cluster could turn into an ugly forced selling dynamic causing pain in not only Tesla, Bitcoin, and Ark funds, but also US biotechnology stocks where Ark Invest is a major holder with high ownership in selected names.\n\nA little over a month ago we first flagged the Tesla-Bitcoin-Ark risk cluster as something to take note off as short-term correlation between Tesla and Bitcoin was shooting up. A survey from Charles Schwab also confirmed our suspicion that there is a big overlap as these two instruments are among the top five holdings by millennials. Our analysis quickly led us to Ark Invest with its famous Ark Innovation ETF which had a big position in Tesla and its charismatic founder Cathie Wood is a big believer in the so-called disruptive innovation culture of Silicon Valley. This class of people believe firmly in technology as mainly good for society in all its aspects and that Bitcoin is a protection against future wealth confiscation which is most likely inevitable due to historically high wealth inequality.\nThis disruptive innovation culture is powerful. It is presented by some of the wealthiest people of this planet. Endless presentation about innovation and institutions like the Singularity University promote these views. Behind Bitcoin you find a huge online marketing machine sucking ordinary people into the game. Recently wealthy people such as Elon Musk has openly supported Bitcoin, first in writing and later in action adding $1.5bn to Tesla’s balance sheet and thereby significantly increasing its earnings volatility. The triangle of Tesla-Bitcoin-Ark and their respective momentum has reinforced each other creating a positive feedback loop luring more investors into these instruments. As we have seen this week the ‘tower of risk’ is beginning to show cracks.\nArk position update and Cathie Wood’s bold move and the risk to biotechnology\nThis week Tesla-Bitcoin-Ark all came under pressure from negative voices in governments over Bitcoin and beginning noise over real competition for Tesla in the coming years. The risk cluster was clearly moving together, and correlations started rising. On Tuesday, volatility picked up across the board and at one point Cathie Wood felt it was necessary to go public supporting her funds and said that she had increased their position in Tesla using big numbers in the future to justify increasing the risk. This is a bold move, but it increases the risk considerably. When you are at risk of seeing sizeable outflows, you should start reducing the most illiquid positions first while you can control the situation. Because if you are forced to do it by redemptions the game changes dramatically.\nThe tables below show updated Ark Invest positions as of yesterday’s close. There are still 26 stocks where Ark Invest holds more than 10% of the outstanding shares. This could become a serious problem if Ark Invest is suddenly caught in a negative feedback loop together with Tesla and Bitcoin. But also note how US biotechnology stocks are overrepresented in this list of stocks with high ownership in percentage of outstanding shares. If Ark Invest suddenly experience across the board outflows, like it did yesterday, then they can suddenly be the forced seller in US biotechnology stocks where they are the whale. This could cascade into the overall US biotechnology segment although the group is diverse.\nStocks held by Ark Invest funds with combined ownership above 10% of outstanding shares\nSource: Ark Invest, Bloomberg, and Saxo Group\nThe table below shows the largest positions across all funds. Here Tesla has now jumped to 7% of AUM and the first five positions now account for 21.6% of AUM. The five biggest stocks are Tesla, Teladoc Health, Square, Roku, and Baidu. Square just recently reported disappointing Q4 earnings and announced the purchase of $170mn of Bitcoin increasing the risk and feedback loop further in this risk cluster. In the Ark Innovation ETF itself, Tesla is now 10.2% of assets and together with Roku (6%) and Square (5.4%) these three stocks represent 21.6% of assets. If you look at the 10 largest positions in the Ark Innovation ETF then the red thread is that they all come with very high equity valuations and thus low implied equity risk premiums. They are all also mostly equity financed, except for Tesla, which means that the WACC, cost of capital, predominantly come from the cost of equity. With low implied equity risk premiums, the risk-free rate dominates much more than for a company such as say Microsoft or Apple. This means that the rising interest rates could suddenly cause a huge shift in equity valuations. Not because the future is different but because the cost of capital has changed.\nTop positions in terms of Ark Invest AUM across all funds\nSource: Ark Invest, Bloomberg, and Saxo Group\nCorrelations on the rise and drawdown outlier\nThe best sign of risk going haywire is always fast rising cross-correlations whether it is on asset classes or single stocks. The chart below shows the 10-day moving cross-correlation in the Ark Innovation ETF since early 2020. It has recently moved to around 0.6 and while it is not a new record the direction is up and has been fast coming from only 0.2 from a few weeks ago. The next week will be critical for the Tesla-Bitcoin-Ark risk cluster as negative feedback loops can be violent and very unpredictable in their outcome.\nSource: Bloomberg and Saxo Group\nAnother way of looking at risk is by plotting Ark Innovation ETF drawdowns against that of Nasdaq 100 since December 2015.The ETF has typically experienced a drawdown that is 1.22 times larger than that of Nasdaq 100. As of yesterday, the ratio stands at 2.44 and thus illustrates that something idiosyncratic is taking place at Ark Innovation ETF.\nIf outflows continue today and Tesla comes under pressure again then this indicator could very well hit a new record in terms of being an outlier signaling a negative feedback loop on risk has started.","news_type":1,"symbols_score_info":{"ARKW":0.9,"ARKF":0.9,"TSLA":0.9,"ARKG":0.9,"ARKQ":0.9,"GBTC":0.9,"ARKK":0.9,"ARKR":0.9}},"isVote":1,"tweetType":1,"viewCount":1129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}