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christie

christie

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2021-04-28

$Microsoft(MSFT)$i spoke too soon... should’ve held back my excitement to get u!!!! 🤪

2021-04-13

$Apple(AAPL)$if $130 is the new normal, i’m holding till the moon comes within reach 📈🍎🤟🏽☀️

2021-03-29

There’s something about ARK that’s always fascinating... can’t take my eyes off their moves and what they stand for in this market 👁👄👁✨ cathie wood is bae

ARK Innovation Fund Has Reshuffled Its Holdings. What That Means for Investors<blockquote>方舟创新基金进行了持仓洗牌。这对投资者意味着什么</blockquote>

2021-04-08

$ARK Fintech Innovation ETF(ARKF)$let’s go cathie wood!! the picture says it all - not worried at all (*¯︶¯*)

2021-04-14

up up and away 🍎📈🤩🚀

抱歉，原内容已删除

2021-04-02

$ARK Genomic Revolution Multi-Sector ETF(ARKG)$went from -20.88% to now!! We’re hanging on 🥳

2021-04-23

$ARK Fintech Innovation ETF(ARKF)$hey, i remember you being green... what happened?

2021-04-05

$Apple(AAPL)$patience and good business fundamentals will never go wrong ✨ grow!!

2021-04-01

$ARK Genomic Revolution Multi-Sector ETF(ARKG)$it’s a dream come true - cathie wood buying into $Schrodinger Inc.(SDGR)$, a stock that i’ve been eyeing for the past few weeks 🤩 let’s get it 🚀🚀🚀

2021-11-24

time in the market > timing the market; AAPL will always be held in my heart (and pockets)

Will Apple Stock Be Up 25% Next Year?<blockquote>苹果股价明年会上涨25%吗？</blockquote>

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timing the market; AAPL will always be held in my heart (and pockets)","listText":"time in the market &gt; timing the market; AAPL will always be held in my heart (and pockets)","text":"time in the market > timing the market; AAPL will always be held in my heart (and pockets)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874310867","repostId":"1158359024","repostType":2,"repost":{"id":"1158359024","kind":"news","pubTimestamp":1637714626,"share":"https://www.laohu8.com/m/news/1158359024?lang=zh_CN&edition=full","pubTime":"2021-11-24 08:43","market":"us","language":"en","title":"Will Apple Stock Be Up 25% Next Year?<blockquote>苹果股价明年会上涨25%吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1158359024","media":"TheStreet","summary":"Apple stock has just made all-time highs, but one Wall Street bull thinks that shares can climb another 25% in the next year. Is this a reasonable expectation?Apple stock made new all-time highs in November. On Monday, I argued that Apple has become an expert at dominating and reshaping the consumer tech markets in which it operates. In part for this reason, AAPL shares look like a buy to me, even at a historical peak price of $160.Figure 1: Apple store in New York, NY.That said, Tigress Financi","content":"<p>Apple stock has just made all-time highs, but one Wall Street bull thinks that shares can climb another 25% in the next year. Is this a reasonable expectation?</p><p><blockquote>苹果股价刚刚创下历史新高，但一位华尔街多头认为明年股价还可以再上涨25%。这是一个合理的预期吗？</blockquote></p><p> Apple stock&nbsp;made new all-time highs in November. On Monday, I argued that Apple has become an expert at dominating and reshaping the consumer tech markets in which it operates. In part for this reason, AAPL shares look like a buy to me, even at a historical peak price of $160.</p><p><blockquote>苹果股价在11月份创下历史新高。周一，我认为苹果已经成为主导和重塑其运营所在的消费科技市场的专家。部分出于这个原因，即使在160美元的历史峰值价格下，AAPL股票在我看来也值得买入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3facec59ae76a6c28f4c5847600b4de\" tg-width=\"1240\" tg-height=\"886\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple store in New York, NY.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：纽约州纽约市的苹果商店。</span></p></blockquote></p><p> That said, Tigress Financial’s Ivan Feinseth has recentlyseta new Street-high share price target of nearly $200. At those levels, AAPL would present about 25% gain potential over the next 12 months. Is this a reasonable expectation? Might it even be too conservative a number?</p><p><blockquote>尽管如此，Tigress Financial的Ivan Feinseth最近将股价目标定为近200美元，创下了近200美元的新高。按照这些水平，AAPL在未来12个月内将呈现约25%的上涨潜力。这是一个合理的预期吗？这个数字会不会太保守了？</blockquote></p><p> <b>What AAPL at $200 means</b></p><p><blockquote><b>AAPL 200美元意味着什么</b></blockquote></p><p> From a P/E perspective, Apple’s next-year valuation multiple would need to expand to 32.8 times for the stock to climb 25% from here and reach $200 apiece by this time in 2022. For reference, the comparable forward multiple today is only 28.2 times. Forward P/E only climbed well into the 30s recently&nbsp;in late August 2020, moments before AAPL corrected sharply into the end of Q3.</p><p><blockquote>从市盈率的角度来看，苹果明年的估值倍数需要扩大到32.8倍，该股才能在2022年此时上涨25%并达到每股200美元。作为参考，今天可比远期倍数仅为28.2倍。远期市盈率直到2020年8月下旬才攀升至30多岁，就在AAPL在第三季度末大幅调整之前。</blockquote></p><p> All the above, of course, assumes that consensus 2023 EPS of $6.09 remains unchanged. Apple stock could also head to $200, maybe even without any valuation expansion, if the company manages to deliver consensus-beating results in the next few quarters. This could happen as a result of&nbsp;strong iPhone sales in the holiday quarter, for example.</p><p><blockquote>当然，以上所有内容都假设2023年每股收益6.09美元的共识保持不变。如果苹果公司能够在未来几个季度取得超出共识的业绩，即使估值没有任何扩张，该公司的股价也可能升至200美元。例如，这可能是假日季度iPhone销售强劲的结果。</blockquote></p><p> <b>What history says</b></p><p><blockquote><b>历史怎么说</b></blockquote></p><p> History does not always repeat, but it often rhymes. From that point of view, Apple’s 25% climb in 12 months seems a bit more unlikely, considering that AAPL currently sits at an all-time high.</p><p><blockquote>历史并不总是重复，但它往往押韵。从这个角度来看，考虑到AAPL目前正处于历史高位，苹果在12个月内上涨25%的可能性似乎更小。</blockquote></p><p> The Apple Maven has explained&nbsp;that an investment in Apple stock tends to offer the highest return in the following 12 months if shares are bought during a steep drawdown. On average, one-year gains have been nearly 50% when the stock was bought after a 30%-plus decline from the top.</p><p><blockquote>这位苹果专家解释说，如果在大幅下跌期间购买苹果股票，投资其股票往往会在接下来的12个月内获得最高回报。平均而言，当该股从顶部下跌30%以上后买入时，一年的涨幅已接近50%。</blockquote></p><p> Instead, if an investor bought AAPL only at all-time highs since the launch of the first iPhone in 2007 and held shares for exactly one year, his or her average return would have been “only” 19%. Gains of 25% or more, however, have not been all that rare, as the histogram below illustrates.</p><p><blockquote>相反，如果投资者仅在2007年第一部iPhone推出以来的历史高点买入AAPL，并持有股票整整一年，他或她的平均回报率将“仅”为19%。然而，25%或更多的收益并不罕见，如下图所示。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4efda4e69cc836339cb92cc143f3dbab\" tg-width=\"736\" tg-height=\"441\" width=\"100%\" height=\"auto\"><span>Figure 2: Distribution of one-year gains in AAPL from a peak.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：AAPL从峰值开始的一年涨幅分布。</span></p></blockquote></p><p> <b>The Apple Maven’s take</b></p><p><blockquote><b>苹果专家的看法</b></blockquote></p><p> I continue to think that AAPL is a great buy-and-hold play at $160 per share. However, earning 25% from an all-time high is no easy feat, even though it has happened before.</p><p><blockquote>我仍然认为AAPL是一个很好的买入并持有股票，每股160美元。然而，从历史高点赚取25%并不是一件容易的事，尽管这种情况以前也发生过。</blockquote></p><p> I would not necessarily count on Apple stock generating stratospheric returns in the next 12 months or so. The odds are against it happening from a peak price, especially after shares managed to produce gains of 140% in the past 24 months alone. But more modest, still market-beating gains are certainly not out of question, considering the robust business fundamentals.</p><p><blockquote>我不一定指望苹果股票在未来12个月左右产生极高的回报。这种情况从峰值价格开始发生的可能性很小，尤其是在股价仅在过去24个月内就上涨了140%之后。但考虑到强劲的商业基本面，更温和、仍跑赢市场的涨幅肯定不是不可能的。</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>Will Apple Stock Be Up 25% Next Year?<blockquote>苹果股价明年会上涨25%吗？</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\">\nWill Apple Stock Be Up 25% Next Year?<blockquote>苹果股价明年会上涨25%吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-11-24 08:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple stock has just made all-time highs, but one Wall Street bull thinks that shares can climb another 25% in the next year. Is this a reasonable expectation?</p><p><blockquote>苹果股价刚刚创下历史新高，但一位华尔街多头认为明年股价还可以再上涨25%。这是一个合理的预期吗？</blockquote></p><p> Apple stock&nbsp;made new all-time highs in November. On Monday, I argued that Apple has become an expert at dominating and reshaping the consumer tech markets in which it operates. In part for this reason, AAPL shares look like a buy to me, even at a historical peak price of $160.</p><p><blockquote>苹果股价在11月份创下历史新高。周一，我认为苹果已经成为主导和重塑其运营所在的消费科技市场的专家。部分出于这个原因，即使在160美元的历史峰值价格下，AAPL股票在我看来也值得买入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3facec59ae76a6c28f4c5847600b4de\" tg-width=\"1240\" tg-height=\"886\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple store in New York, NY.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：纽约州纽约市的苹果商店。</span></p></blockquote></p><p> That said, Tigress Financial’s Ivan Feinseth has recentlyseta new Street-high share price target of nearly $200. At those levels, AAPL would present about 25% gain potential over the next 12 months. Is this a reasonable expectation? Might it even be too conservative a number?</p><p><blockquote>尽管如此，Tigress Financial的Ivan Feinseth最近将股价目标定为近200美元，创下了近200美元的新高。按照这些水平，AAPL在未来12个月内将呈现约25%的上涨潜力。这是一个合理的预期吗？这个数字会不会太保守了？</blockquote></p><p> <b>What AAPL at $200 means</b></p><p><blockquote><b>AAPL 200美元意味着什么</b></blockquote></p><p> From a P/E perspective, Apple’s next-year valuation multiple would need to expand to 32.8 times for the stock to climb 25% from here and reach $200 apiece by this time in 2022. For reference, the comparable forward multiple today is only 28.2 times. Forward P/E only climbed well into the 30s recently&nbsp;in late August 2020, moments before AAPL corrected sharply into the end of Q3.</p><p><blockquote>从市盈率的角度来看，苹果明年的估值倍数需要扩大到32.8倍，该股才能在2022年此时上涨25%并达到每股200美元。作为参考，今天可比远期倍数仅为28.2倍。远期市盈率直到2020年8月下旬才攀升至30多岁，就在AAPL在第三季度末大幅调整之前。</blockquote></p><p> All the above, of course, assumes that consensus 2023 EPS of $6.09 remains unchanged. Apple stock could also head to $200, maybe even without any valuation expansion, if the company manages to deliver consensus-beating results in the next few quarters. This could happen as a result of&nbsp;strong iPhone sales in the holiday quarter, for example.</p><p><blockquote>当然，以上所有内容都假设2023年每股收益6.09美元的共识保持不变。如果苹果公司能够在未来几个季度取得超出共识的业绩，即使估值没有任何扩张，该公司的股价也可能升至200美元。例如，这可能是假日季度iPhone销售强劲的结果。</blockquote></p><p> <b>What history says</b></p><p><blockquote><b>历史怎么说</b></blockquote></p><p> History does not always repeat, but it often rhymes. From that point of view, Apple’s 25% climb in 12 months seems a bit more unlikely, considering that AAPL currently sits at an all-time high.</p><p><blockquote>历史并不总是重复，但它往往押韵。从这个角度来看，考虑到AAPL目前正处于历史高位，苹果在12个月内上涨25%的可能性似乎更小。</blockquote></p><p> The Apple Maven has explained&nbsp;that an investment in Apple stock tends to offer the highest return in the following 12 months if shares are bought during a steep drawdown. On average, one-year gains have been nearly 50% when the stock was bought after a 30%-plus decline from the top.</p><p><blockquote>这位苹果专家解释说，如果在大幅下跌期间购买苹果股票，投资其股票往往会在接下来的12个月内获得最高回报。平均而言，当该股从顶部下跌30%以上后买入时，一年的涨幅已接近50%。</blockquote></p><p> Instead, if an investor bought AAPL only at all-time highs since the launch of the first iPhone in 2007 and held shares for exactly one year, his or her average return would have been “only” 19%. Gains of 25% or more, however, have not been all that rare, as the histogram below illustrates.</p><p><blockquote>相反，如果投资者仅在2007年第一部iPhone推出以来的历史高点买入AAPL，并持有股票整整一年，他或她的平均回报率将“仅”为19%。然而，25%或更多的收益并不罕见，如下图所示。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4efda4e69cc836339cb92cc143f3dbab\" tg-width=\"736\" tg-height=\"441\" width=\"100%\" height=\"auto\"><span>Figure 2: Distribution of one-year gains in AAPL from a peak.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：AAPL从峰值开始的一年涨幅分布。</span></p></blockquote></p><p> <b>The Apple Maven’s take</b></p><p><blockquote><b>苹果专家的看法</b></blockquote></p><p> I continue to think that AAPL is a great buy-and-hold play at $160 per share. However, earning 25% from an all-time high is no easy feat, even though it has happened before.</p><p><blockquote>我仍然认为AAPL是一个很好的买入并持有股票，每股160美元。然而，从历史高点赚取25%并不是一件容易的事，尽管这种情况以前也发生过。</blockquote></p><p> I would not necessarily count on Apple stock generating stratospheric returns in the next 12 months or so. The odds are against it happening from a peak price, especially after shares managed to produce gains of 140% in the past 24 months alone. But more modest, still market-beating gains are certainly not out of question, considering the robust business fundamentals.</p><p><blockquote>我不一定指望苹果股票在未来12个月左右产生极高的回报。这种情况从峰值价格开始发生的可能性很小，尤其是在股价仅在过去24个月内就上涨了140%之后。但考虑到强劲的商业基本面，更温和、仍跑赢市场的涨幅肯定不是不可能的。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/stock/will-apple-stock-be-up-25-next-year\">TheStreet</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":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/will-apple-stock-be-up-25-next-year","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158359024","content_text":"Apple stock has just made all-time highs, but one Wall Street bull thinks that shares can climb another 25% in the next year. Is this a reasonable expectation?\nApple stock made new all-time highs in November. On Monday, I argued that Apple has become an expert at dominating and reshaping the consumer tech markets in which it operates. In part for this reason, AAPL shares look like a buy to me, even at a historical peak price of $160.\nFigure 1: Apple store in New York, NY.\nThat said, Tigress Financial’s Ivan Feinseth has recentlyseta new Street-high share price target of nearly $200. At those levels, AAPL would present about 25% gain potential over the next 12 months. Is this a reasonable expectation? Might it even be too conservative a number?\nWhat AAPL at $200 means\nFrom a P/E perspective, Apple’s next-year valuation multiple would need to expand to 32.8 times for the stock to climb 25% from here and reach $200 apiece by this time in 2022. For reference, the comparable forward multiple today is only 28.2 times. Forward P/E only climbed well into the 30s recently in late August 2020, moments before AAPL corrected sharply into the end of Q3.\nAll the above, of course, assumes that consensus 2023 EPS of $6.09 remains unchanged. Apple stock could also head to $200, maybe even without any valuation expansion, if the company manages to deliver consensus-beating results in the next few quarters. This could happen as a result of strong iPhone sales in the holiday quarter, for example.\nWhat history says\nHistory does not always repeat, but it often rhymes. From that point of view, Apple’s 25% climb in 12 months seems a bit more unlikely, considering that AAPL currently sits at an all-time high.\nThe Apple Maven has explained that an investment in Apple stock tends to offer the highest return in the following 12 months if shares are bought during a steep drawdown. On average, one-year gains have been nearly 50% when the stock was bought after a 30%-plus decline from the top.\nInstead, if an investor bought AAPL only at all-time highs since the launch of the first iPhone in 2007 and held shares for exactly one year, his or her average return would have been “only” 19%. Gains of 25% or more, however, have not been all that rare, as the histogram below illustrates.\nFigure 2: Distribution of one-year gains in AAPL from a peak.\nThe Apple Maven’s take\nI continue to think that AAPL is a great buy-and-hold play at $160 per share. However, earning 25% from an all-time high is no easy feat, even though it has happened before.\nI would not necessarily count on Apple stock generating stratospheric returns in the next 12 months or so. The odds are against it happening from a peak price, especially after shares managed to produce gains of 140% in the past 24 months alone. But more modest, still market-beating gains are certainly not out of question, considering the robust business fundamentals.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872879338,"gmtCreate":1637489538550,"gmtModify":1637489538643,"author":{"id":"3575323763628207","authorId":"3575323763628207","name":"christie","avatar":"https://static.tigerbbs.com/1cbd4f6ecd4a1e5965a0f78d69d0e020","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575323763628207","idStr":"3575323763628207"},"themes":[],"htmlText":"hold or sell and wait for correction/discount? hmmmm","listText":"hold or sell and wait for correction/discount? hmmmm","text":"hold or sell and wait for correction/discount? hmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/872879338","repostId":"1157658975","repostType":4,"repost":{"id":"1157658975","kind":"news","pubTimestamp":1637375476,"share":"https://www.laohu8.com/m/news/1157658975?lang=zh_CN&edition=full","pubTime":"2021-11-20 10:31","market":"us","language":"en","title":"Why Nvidia Stock Climbed Today<blockquote>为什么英伟达股价今天上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1157658975","media":"Motley Fool","summary":"What happened\nShares of Nvidia  climbed 4% on Friday, as optimism for the chipmaker's data center op","content":"<p>What happened</p><p><blockquote>发生了什么</blockquote></p><p> Shares of&nbsp;<a href=\"https://laohu8.com/S/NVDA\"><b>Nvidia</b>&nbsp;</a>&nbsp;climbed 4% on Friday, as optimism for the chipmaker's data center opportunity and Omniverse initiatives continued to build among investors.</p><p><blockquote>本公司之股份<a href=\"https://laohu8.com/S/NVDA\"><b>英伟达</b> </a>周五上涨4%，投资者对这家芯片制造商的数据中心机会和Omniverse计划的乐观情绪继续增强。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/beb4a62ed4521ce1dabe40545ffa8818\" tg-width=\"888\" tg-height=\"635\" width=\"100%\" height=\"auto\">So what</p><p><blockquote>那又怎样</blockquote></p><p> Following thesemiconductorleader's blockbusterearningsresults earlier this week, multiple investment firms issued bullish commentary on its stock.</p><p><blockquote>继本周早些时候这家半导体领导者发布重磅盈利业绩后，多家投资公司对其股票发表了看涨评论。</blockquote></p><p> For one,&nbsp;<b>Raymond James</b>&nbsp;analyst Chris Caso repeated his strong buy rating on Nvidia. He now sees its share price rising to $365, up from his prior estimate of $225. Caso said Nvidia's supply constraints are easing as demand for its data center offerings is rising, creating a favorable environment for continued growth.</p><p><blockquote>首先，<b>雷蒙德·詹姆斯</b>分析师克里斯·卡索(Chris Caso)重申了对英伟达的强烈买入评级。他现在预计其股价将从之前估计的225美元升至365美元。Caso表示，随着对其数据中心产品的需求上升，英伟达的供应限制正在缓解，为持续增长创造了有利的环境。</blockquote></p><p> For another,&nbsp;<b>Jefferies</b>&nbsp;analyst Mark Lipacis boosted his share price forecast from $260 to $370 after Nvidia's revenue and earnings exceeded his projections. He now sees the chipmaker's earnings per share increasing to $16.40 by 2025, up from his previous estimate of $12.50. Looking further ahead, Lipacis pegs Nvidia's market opportunity for its new Omniverse virtual reality platform at a whopping $80 billion.</p><p><blockquote>另一方面，<b>杰弗里斯</b>在英伟达的营收和盈利超出他的预测后，分析师Mark Lipacis将其股价预期从260美元上调至370美元。他现在预计，到2025年，这家芯片制造商的每股收益将增至16.40美元，高于之前预期的12.50美元。展望未来，Lipacis认为Nvidia新Omniverse虚拟现实平台的市场机会高达800亿美元。</blockquote></p><p> For a third, Needham analyst Rajvindra Gill lifted his price target all the way to $400 from $245. Gill highlighted the booming growth in Nvidia's data center business and intriguing prospects in the global gaming market.</p><p><blockquote>Needham分析师Rajvindra Gill将三分之一的目标价从245美元一路上调至400美元。吉尔强调了英伟达数据中心业务的蓬勃增长以及全球游戏市场的诱人前景。</blockquote></p><p> Now what</p><p><blockquote>现在怎么办</blockquote></p><p> Nvidia gives investors many ways to win. Its data center and gaming chips are best-in-class. And as these massive markets grow even larger in the coming decade, so too should Nvidia's sales and profits.</p><p><blockquote>英伟达为投资者提供了多种获胜方式。其数据中心和游戏芯片是同类产品中最好的。随着这些巨大的市场在未来十年变得更大，英伟达的销售额和利润也应该如此。</blockquote></p><p> The company's new AI-powered Omniverse platform is another exciting growth driver. Nvidia's technology is designed to help users create virtual simulations and robotic applications for a wide array of tasks. CEO Jensen Huang said during Nvidia's recent earnings call that it plans to charge users an annual licensing fee of $1,000. And with demand for this futuristic tech likely to be strong, Nvidia's Omniverse tools could help to power its growth in the years ahead.</p><p><blockquote>该公司新的人工智能Omniverse平台是另一个令人兴奋的增长动力。Nvidia的技术旨在帮助用户为各种任务创建虚拟模拟和机器人应用程序。首席执行官黄仁勋在英伟达最近的财报看涨期权上表示，计划向用户收取每年1000美元的许可费。由于对这种未来技术的需求可能很强劲，Nvidia的Omniverse工具可能有助于推动其未来几年的增长。</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>Why Nvidia Stock Climbed Today<blockquote>为什么英伟达股价今天上涨</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\">\nWhy Nvidia Stock Climbed Today<blockquote>为什么英伟达股价今天上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-20 10:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>What happened</p><p><blockquote>发生了什么</blockquote></p><p> Shares of&nbsp;<a href=\"https://laohu8.com/S/NVDA\"><b>Nvidia</b>&nbsp;</a>&nbsp;climbed 4% on Friday, as optimism for the chipmaker's data center opportunity and Omniverse initiatives continued to build among investors.</p><p><blockquote>本公司之股份<a href=\"https://laohu8.com/S/NVDA\"><b>英伟达</b> </a>周五上涨4%，投资者对这家芯片制造商的数据中心机会和Omniverse计划的乐观情绪继续增强。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/beb4a62ed4521ce1dabe40545ffa8818\" tg-width=\"888\" tg-height=\"635\" width=\"100%\" height=\"auto\">So what</p><p><blockquote>那又怎样</blockquote></p><p> Following thesemiconductorleader's blockbusterearningsresults earlier this week, multiple investment firms issued bullish commentary on its stock.</p><p><blockquote>继本周早些时候这家半导体领导者发布重磅盈利业绩后，多家投资公司对其股票发表了看涨评论。</blockquote></p><p> For one,&nbsp;<b>Raymond James</b>&nbsp;analyst Chris Caso repeated his strong buy rating on Nvidia. He now sees its share price rising to $365, up from his prior estimate of $225. Caso said Nvidia's supply constraints are easing as demand for its data center offerings is rising, creating a favorable environment for continued growth.</p><p><blockquote>首先，<b>雷蒙德·詹姆斯</b>分析师克里斯·卡索(Chris Caso)重申了对英伟达的强烈买入评级。他现在预计其股价将从之前估计的225美元升至365美元。Caso表示，随着对其数据中心产品的需求上升，英伟达的供应限制正在缓解，为持续增长创造了有利的环境。</blockquote></p><p> For another,&nbsp;<b>Jefferies</b>&nbsp;analyst Mark Lipacis boosted his share price forecast from $260 to $370 after Nvidia's revenue and earnings exceeded his projections. He now sees the chipmaker's earnings per share increasing to $16.40 by 2025, up from his previous estimate of $12.50. Looking further ahead, Lipacis pegs Nvidia's market opportunity for its new Omniverse virtual reality platform at a whopping $80 billion.</p><p><blockquote>另一方面，<b>杰弗里斯</b>在英伟达的营收和盈利超出他的预测后，分析师Mark Lipacis将其股价预期从260美元上调至370美元。他现在预计，到2025年，这家芯片制造商的每股收益将增至16.40美元，高于之前预期的12.50美元。展望未来，Lipacis认为Nvidia新Omniverse虚拟现实平台的市场机会高达800亿美元。</blockquote></p><p> For a third, Needham analyst Rajvindra Gill lifted his price target all the way to $400 from $245. Gill highlighted the booming growth in Nvidia's data center business and intriguing prospects in the global gaming market.</p><p><blockquote>Needham分析师Rajvindra Gill将三分之一的目标价从245美元一路上调至400美元。吉尔强调了英伟达数据中心业务的蓬勃增长以及全球游戏市场的诱人前景。</blockquote></p><p> Now what</p><p><blockquote>现在怎么办</blockquote></p><p> Nvidia gives investors many ways to win. Its data center and gaming chips are best-in-class. And as these massive markets grow even larger in the coming decade, so too should Nvidia's sales and profits.</p><p><blockquote>英伟达为投资者提供了多种获胜方式。其数据中心和游戏芯片是同类产品中最好的。随着这些巨大的市场在未来十年变得更大，英伟达的销售额和利润也应该如此。</blockquote></p><p> The company's new AI-powered Omniverse platform is another exciting growth driver. Nvidia's technology is designed to help users create virtual simulations and robotic applications for a wide array of tasks. CEO Jensen Huang said during Nvidia's recent earnings call that it plans to charge users an annual licensing fee of $1,000. And with demand for this futuristic tech likely to be strong, Nvidia's Omniverse tools could help to power its growth in the years ahead.</p><p><blockquote>该公司新的人工智能Omniverse平台是另一个令人兴奋的增长动力。Nvidia的技术旨在帮助用户为各种任务创建虚拟模拟和机器人应用程序。首席执行官黄仁勋在英伟达最近的财报看涨期权上表示，计划向用户收取每年1000美元的许可费。由于对这种未来技术的需求可能很强劲，Nvidia的Omniverse工具可能有助于推动其未来几年的增长。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/19/why-nvidia-stock-climbed-today/\">Motley Fool</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":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/11/19/why-nvidia-stock-climbed-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157658975","content_text":"What happened\nShares of Nvidia  climbed 4% on Friday, as optimism for the chipmaker's data center opportunity and Omniverse initiatives continued to build among investors.\nSo what\nFollowing thesemiconductorleader's blockbusterearningsresults earlier this week, multiple investment firms issued bullish commentary on its stock.\nFor one, Raymond James analyst Chris Caso repeated his strong buy rating on Nvidia. He now sees its share price rising to $365, up from his prior estimate of $225. Caso said Nvidia's supply constraints are easing as demand for its data center offerings is rising, creating a favorable environment for continued growth.\nFor another, Jefferies analyst Mark Lipacis boosted his share price forecast from $260 to $370 after Nvidia's revenue and earnings exceeded his projections. He now sees the chipmaker's earnings per share increasing to $16.40 by 2025, up from his previous estimate of $12.50. Looking further ahead, Lipacis pegs Nvidia's market opportunity for its new Omniverse virtual reality platform at a whopping $80 billion.\nFor a third, Needham analyst Rajvindra Gill lifted his price target all the way to $400 from $245. Gill highlighted the booming growth in Nvidia's data center business and intriguing prospects in the global gaming market.\nNow what\nNvidia gives investors many ways to win. Its data center and gaming chips are best-in-class. And as these massive markets grow even larger in the coming decade, so too should Nvidia's sales and profits.\nThe company's new AI-powered Omniverse platform is another exciting growth driver. Nvidia's technology is designed to help users create virtual simulations and robotic applications for a wide array of tasks. CEO Jensen Huang said during Nvidia's recent earnings call that it plans to charge users an annual licensing fee of $1,000. 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href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>wanted to buy again when&nbsp;low but it didn’t go down huehue","listText":"<a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>wanted to buy again when&nbsp;low but it didn’t go down huehue","text":"$Microsoft(MSFT)$wanted to buy again when low but it didn’t go down huehue","images":[{"img":"https://static.tigerbbs.com/c64fbddf5ed3352165b669601b65af4d","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837708768","isVote":1,"tweetType":1,"viewCount":823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":197839361,"gmtCreate":1621438082253,"gmtModify":1634189131966,"author":{"id":"3575323763628207","authorId":"3575323763628207","name":"christie","avatar":"https://static.tigerbbs.com/1cbd4f6ecd4a1e5965a0f78d69d0e020","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575323763628207","idStr":"3575323763628207"},"themes":[],"htmlText":"i fell for the hype, but i’m mentally prepared&nbsp;to buy the dip(s) ✨💪🏼","listText":"i fell for the hype, but i’m mentally prepared&nbsp;to buy the dip(s) ✨💪🏼","text":"i fell for the hype, but i’m mentally prepared to buy the dip(s) ✨💪🏼","images":[{"img":"https://static.tigerbbs.com/9314b73e637786774bffbd0529d4d1f4","width":"1125","height":"2908"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/197839361","isVote":1,"tweetType":1,"viewCount":801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":107641608,"gmtCreate":1620486985204,"gmtModify":1634198445879,"author":{"id":"3575323763628207","authorId":"3575323763628207","name":"christie","avatar":"https://static.tigerbbs.com/1cbd4f6ecd4a1e5965a0f78d69d0e020","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575323763628207","idStr":"3575323763628207"},"themes":[],"htmlText":"time to average out the loss 😗 monday is round the corner","listText":"time to average out the loss 😗 monday is round the corner","text":"time to average out the loss 😗 monday is round the corner","images":[{"img":"https://static.tigerbbs.com/9bd2829e2ab4e5a0097a614584f09e45","width":"1125","height":"2924"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/107641608","isVote":1,"tweetType":1,"viewCount":887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":106425279,"gmtCreate":1620140734691,"gmtModify":1631886150620,"author":{"id":"3575323763628207","authorId":"3575323763628207","name":"christie","avatar":"https://static.tigerbbs.com/1cbd4f6ecd4a1e5965a0f78d69d0e020","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575323763628207","idStr":"3575323763628207"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARKG\">$ARK Genomic Revolution Multi-Sector ETF(ARKG)$</a>it’s a red day/week/month/forever-ish, (insert motivational quote about holding on) 💪🏼","listText":"<a href=\"https://laohu8.com/S/ARKG\">$ARK Genomic 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💪🏼","images":[{"img":"https://static.tigerbbs.com/7e45ef51713258035e7e965405835088","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/106425279","isVote":1,"tweetType":1,"viewCount":709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":108056689,"gmtCreate":1619965796641,"gmtModify":1631886150643,"author":{"id":"3575323763628207","authorId":"3575323763628207","name":"christie","avatar":"https://static.tigerbbs.com/1cbd4f6ecd4a1e5965a0f78d69d0e020","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575323763628207","idStr":"3575323763628207"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARKG\">$ARK Genomic Revolution Multi-Sector ETF(ARKG)$</a>not sure what’s happening but imma leave it up to cathie wood 😗🙌🏼","listText":"<a href=\"https://laohu8.com/S/ARKG\">$ARK Genomic Revolution Multi-Sector ETF(ARKG)$</a>not sure what’s happening but imma leave it up to cathie wood 😗🙌🏼","text":"$ARK Genomic Revolution Multi-Sector ETF(ARKG)$not sure what’s happening but imma leave it up to cathie wood 😗🙌🏼","images":[{"img":"https://static.tigerbbs.com/a8f9011565de8adc3c0652dc979f86ad","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/108056689","isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":103206907,"gmtCreate":1619783664509,"gmtModify":1634209972527,"author":{"id":"3575323763628207","authorId":"3575323763628207","name":"christie","avatar":"https://static.tigerbbs.com/1cbd4f6ecd4a1e5965a0f78d69d0e020","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575323763628207","idStr":"3575323763628207"},"themes":[],"htmlText":"um, what’s happening <a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>? is there something i should know? 😧","listText":"um, what’s happening <a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>? is there something i should know? 😧","text":"um, what’s happening $Apple(AAPL)$? is there something i should know? 😧","images":[{"img":"https://static.tigerbbs.com/221978d1eacc061d42b145da3c059652","width":"1125","height":"3166"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/103206907","isVote":1,"tweetType":1,"viewCount":945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":109419835,"gmtCreate":1619709072227,"gmtModify":1634210515073,"author":{"id":"3575323763628207","authorId":"3575323763628207","name":"christie","avatar":"https://static.tigerbbs.com/1cbd4f6ecd4a1e5965a0f78d69d0e020","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575323763628207","idStr":"3575323763628207"},"themes":[],"htmlText":"☀️🥰📈 it’s a good day to be a holder!! ps diamond hands coming thru 🙌🏼💎","listText":"☀️🥰📈 it’s a good day to be a holder!! ps diamond hands coming thru 🙌🏼💎","text":"☀️🥰📈 it’s a good day to be a holder!! ps diamond hands coming thru 🙌🏼💎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/109419835","repostId":"1198510299","repostType":2,"isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100222962,"gmtCreate":1619618031756,"gmtModify":1634211302563,"author":{"id":"3575323763628207","authorId":"3575323763628207","name":"christie","avatar":"https://static.tigerbbs.com/1cbd4f6ecd4a1e5965a0f78d69d0e020","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575323763628207","idStr":"3575323763628207"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>i spoke too soon... should’ve held back my excitement to get u!!!! 🤪","listText":"<a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>i spoke too soon... should’ve held back my excitement to get u!!!! 🤪","text":"$Microsoft(MSFT)$i spoke too soon... should’ve held back my excitement to get u!!!! 🤪","images":[{"img":"https://static.tigerbbs.com/c3dce40efac21c84a79ce1aea5ea5e6c","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/100222962","isVote":1,"tweetType":1,"viewCount":1359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":377510630,"gmtCreate":1619534817420,"gmtModify":1634211966336,"author":{"id":"3575323763628207","authorId":"3575323763628207","name":"christie","avatar":"https://static.tigerbbs.com/1cbd4f6ecd4a1e5965a0f78d69d0e020","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575323763628207","idStr":"3575323763628207"},"themes":[],"htmlText":"is this red from the profit takings for the FAANG earnings this week? 😗 savin’ up some cash to go discount shopping if this carries on!!","listText":"is this red from the profit takings for the FAANG earnings this week? 😗 savin’ up some cash to go discount shopping if this carries on!!","text":"is this red from the profit takings for the FAANG earnings this week? 😗 savin’ up some cash to go discount shopping if this carries on!!","images":[{"img":"https://static.tigerbbs.com/a78f60473d542c4617d628714e74e7a3","width":"1125","height":"2953"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/377510630","isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":377687322,"gmtCreate":1619523923866,"gmtModify":1634212074344,"author":{"id":"3575323763628207","authorId":"3575323763628207","name":"christie","avatar":"https://static.tigerbbs.com/1cbd4f6ecd4a1e5965a0f78d69d0e020","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575323763628207","idStr":"3575323763628207"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>so i went in... c’mon next $2T company i’m ready for u!!!","listText":"<a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>so i went in... c’mon next $2T company i’m ready for u!!!","text":"$Microsoft(MSFT)$so i went in... c’mon next $2T company i’m ready for u!!!","images":[{"img":"https://static.tigerbbs.com/cb28858711d1e722766bc07730e82303","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/377687322","isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":100222962,"gmtCreate":1619618031756,"gmtModify":1634211302563,"author":{"id":"3575323763628207","authorId":"3575323763628207","name":"christie","avatar":"https://static.tigerbbs.com/1cbd4f6ecd4a1e5965a0f78d69d0e020","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575323763628207","authorIdStr":"3575323763628207"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>i spoke too soon... should’ve held back my excitement to get u!!!! 🤪","listText":"<a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>i spoke too soon... should’ve held back my excitement to get u!!!! 🤪","text":"$Microsoft(MSFT)$i spoke too soon... should’ve held back my excitement to get u!!!! 🤪","images":[{"img":"https://static.tigerbbs.com/c3dce40efac21c84a79ce1aea5ea5e6c","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/100222962","isVote":1,"tweetType":1,"viewCount":1359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":345817531,"gmtCreate":1618299815423,"gmtModify":1634293871429,"author":{"id":"3575323763628207","authorId":"3575323763628207","name":"christie","avatar":"https://static.tigerbbs.com/1cbd4f6ecd4a1e5965a0f78d69d0e020","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575323763628207","authorIdStr":"3575323763628207"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>if $130 is the new normal, i’m holding till the moon comes within reach 📈🍎🤟🏽☀️","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>if $130 is the new normal, i’m holding till the moon comes within reach 📈🍎🤟🏽☀️","text":"$Apple(AAPL)$if $130 is the new normal, i’m holding till the moon comes within reach 📈🍎🤟🏽☀️","images":[{"img":"https://static.tigerbbs.com/2a61cd79d6b8dff2b5f34c1d51f4d4f5","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":2,"link":"https://laohu8.com/post/345817531","isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":355974876,"gmtCreate":1617026644595,"gmtModify":1634523055880,"author":{"id":"3575323763628207","authorId":"3575323763628207","name":"christie","avatar":"https://static.tigerbbs.com/1cbd4f6ecd4a1e5965a0f78d69d0e020","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575323763628207","authorIdStr":"3575323763628207"},"themes":[],"htmlText":"There’s something about ARK that’s always fascinating... can’t take my eyes off their moves and what they stand for in this market 👁👄👁✨ cathie wood is bae","listText":"There’s something about ARK that’s always fascinating... can’t take my eyes off their moves and what they stand for in this market 👁👄👁✨ cathie wood is bae","text":"There’s something about ARK that’s always fascinating... can’t take my eyes off their moves and what they stand for in this market 👁👄👁✨ cathie wood is bae","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/355974876","repostId":"1192930137","repostType":4,"repost":{"id":"1192930137","kind":"news","pubTimestamp":1617021734,"share":"https://www.laohu8.com/m/news/1192930137?lang=zh_CN&edition=full","pubTime":"2021-03-29 20:42","market":"us","language":"en","title":"ARK Innovation Fund Has Reshuffled Its Holdings. What That Means for Investors<blockquote>方舟创新基金进行了持仓洗牌。这对投资者意味着什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192930137","media":"Barron's","summary":"Pretty much everything changed in 2020—some things more than others.The ARK Innovation exchange-trad","content":"<p>Pretty much everything changed in 2020—some things more than others.</p><p><blockquote>2020年，几乎所有事情都发生了变化——有些事情比其他事情变化更大。</blockquote></p><p>The ARK Innovation exchange-traded fund (ticker: ARKK) went from a somewhat sleepy actively managed fund that returned 36% in 2019, to the top performer in 2020, returning 153% and making its manager,ARK Investment founder Cathie Wood, a household name. But ARK Innovation ishaving a rough 2021: After rising another 26% by mid-February, the $22 billion ETF has tumbled over the past six weeks, and is now down 9% year to date. Investors need to understand the dramatic portfolio changes that have occurred in the past year to see what they own and determine the fund’s role in their portfolios.</p><p><blockquote>ARK Innovation交易所交易基金（股票代码：ARKK）从2019年回报率为36%的有点沉睡的主动管理基金，成为2020年表现最好的基金，回报率为153%，使其经理、ARK Investment创始人Cathie Wood成为家喻户晓的名字。但ARK Innovation 2021年的日子很艰难：这只价值220亿美元的ETF在2月中旬又上涨26%后，在过去六周内暴跌，今年迄今已下跌9%。投资者需要了解过去一年发生的巨大投资组合变化，以了解他们拥有什么并确定基金在其投资组合中的作用。</blockquote></p><p>For starters: A year ago, ARK Innovation was a small-company fund. Today, it’s solidly mid-cap, with 51% of its assets in large-company stocks. The average market cap of its holdings has increased from $5 billion last March to $39 billion by the end of February. That, in large part, is due to how much many holdings have run up. Notably, top holdingTesla(TSLA) has returned 500% in the past year even after the recent pullback.</p><p><blockquote>首先：一年前，方舟创新还是一只小公司基金。如今，它已成为稳定的中型股，51%的资产投资于大公司股票。其持有的平均市值已从去年3月的50亿美元增至2月底的390亿美元。这在很大程度上是由于持有量增加了多少。值得注意的是，即使在最近的回调之后，顶级控股特斯拉(TSLA)在过去一年中的回报率仍为500%。</blockquote></p><p>Many active funds have limitations on the size of companies they can buy and continue to own. ARK Innovation doesn’t have such constraints. It’s open to stocks up and down the capitalization spectrum—from the $594 billion Tesla to the $1 billionCerus(CERS). “We don’t really look at market caps. We are pretty agnostic to that,” says Ren Leggi, ARK’s client portfolio manager. “We’re looking at where innovation takes us.”</p><p><blockquote>许多主动型基金对其可以购买和继续拥有的公司规模都有限制。方舟创新没有这样的约束。它向市值范围内上下波动的股票开放——从5,940亿美元的特斯拉到10亿美元的Cerus(CERS)。ARK的客户投资组合经理Ren Leggi表示：“我们并不真正关注市值。我们对此非常不可知。”“我们正在研究创新将带我们走向何方。”</blockquote></p><p>The growth of its existing holdings only partially explains the fund’s tilt toward larger stocks. Over the past few months, ARK Innovation has also been selling shares in smaller-cap firms, many in biotech, includingOrganovo Holdings(ONVO),Seres Therapeutics(MCRB), Compugen(CGEN), andEditas Medicine(EDIT).</p><p><blockquote>其现有持股的增长只能部分解释该基金倾向于大型股票的原因。在过去的几个月里，ARK Innovation还一直在出售小型公司的股票，其中许多是生物技术公司，包括Organovo Holdings(ONVO)、Seres Therapeutics(MCRB)、Compugen(CGEN)和Editas Medicine(EDIT)。</blockquote></p><p>Meanwhile, the fund has added a significant amount of large-cap internet stocks likePayPal Holdings(PYPL), Shopify(SHOP),Zoom Video Communications(ZM); and foreign firms such as Tencent Holdings(TCEHY), Baidu(BIDU),Sea(SE), and Nintendo(NTDOY). The ETF owned none of those names last July.</p><p><blockquote>与此同时，该基金增持了大量大型互联网股票，如PayPal Holdings(PYPL)、Shopify(SHOP)、Zoom Video通信(ZM)；以及腾讯控股控股(TCEHY)、百度(BIDU)、Sea(SE)和任天堂(NTDOY)等外国公司。去年7月，该ETF没有拥有这些名字。</blockquote></p><p><img src=\"https://static.tigerbbs.com/1e1bf566255ea478e6111c62695a5ade\" tg-width=\"677\" tg-height=\"357\" referrerpolicy=\"no-referrer\">The recent trading has shifted ARK Innovation’s sector composition as well. In March 2020, biotech and diagnostics were the largest industries in the fund, making up 22% and 15% of the portfolio, respectively. By the end of February, biotech only made up 14%, and diagnostics, 8%.</p><p><blockquote>最近的交易也改变了方舟创新的行业构成。2020年3月，生物技术和诊断是该基金最大的行业，分别占投资组合的22%和15%。截至2月底，生物技术仅占14%，诊断技术仅占8%。</blockquote></p><p>Meanwhile, ARK Innovation has increased assets in internet and software stocks—from 6% of each in March 2020, to 15% and 9% as of February. Shopify, which wasn’t in ARK Innovation as of last October, is now the eighth-largest stock in the fund with a 3.1% weight.</p><p><blockquote>与此同时，方舟创新增加了互联网和软件股票的资产——从2020年3月各占6%，增加到2月份的15%和9%。截至去年10月，Shopify尚未纳入ARK Innovation，但现在是该基金第八大股票，权重为3.1%。</blockquote></p><p>Still, compared to its peers in the mid-cap growth category, ARK Innovation is relatively heavy on healthcare and light on technology, says Amy Arnott, portfolio strategist at Morningstar.</p><p><blockquote>晨星公司投资组合策略师艾米·阿诺特(Amy Arnott)表示，尽管如此，与中型成长类同行相比，方舟创新相对偏重医疗保健，轻科技。</blockquote></p><p>Some suspect the shift toward bigger companies is the result of ARK Innovation’s unprecedented growth. The fund attracted $16 billion in new assets in the past year. If that money was invested in smaller companies, it couldquickly bump up ARK’s stakein them to perilous levels. From that perspective, putting that money in more liquid large-cap stocks seems a safer option. “The bigger they get, the more difficult it is for them to establish meaningful positions in smaller-cap stocks,” Arnott says.</p><p><blockquote>一些人怀疑向大公司的转变是方舟创新前所未有的增长的结果。该基金在过去一年吸引了160亿美元的新资产。如果这笔钱投资于规模较小的公司，方舟在这些公司的股份可能会迅速增加到危险的水平。从这个角度来看，将资金投入流动性更强的大盘股似乎是一个更安全的选择。“他们的规模越大，就越难在小盘股中建立有意义的头寸，”阿诺特说。</blockquote></p><p>ARK denies that recent trading decisions have anything to do with capacity, saying those moves are driven by conviction, valuation, and tactical considerations. For example, ARK Innovation exited DNA sequencing firmIllumina(ILMN)—once its second-largest holding behind Tesla—and added rivalPacific Biosciences of California(PACB), because it sees a shift of disruption from short-read to long-read genomic sequencing, says Leggi. It sold other names because they’d become too expensive compared to peers.</p><p><blockquote>ARK否认最近的交易决策与产能有任何关系，称这些举措是由信念、估值和战术考虑驱动的。例如，ARK Innovation退出了DNA测序公司Millumina(ILMN)（曾经是仅次于特斯拉的第二大控股公司），并增加了竞争对手加州太平洋生物科学公司(PACB)，因为它看到了从短阅读到长阅读基因组测序的颠覆性转变，莱吉说。它出售了其他品牌，因为与同行相比，它们变得太贵了。</blockquote></p><p>The firm has also been preparing for a market correction since last year, says Leggi, and large-cap additions were meant to offer downside protection and cash-like reserves to buy high-conviction names at low prices during a downturn.</p><p><blockquote>莱吉表示，该公司自去年以来也一直在为市场调整做准备，增持大盘股的目的是提供下行保护和类似现金的储备，以便在经济低迷时期以低价购买信誉良好的股票。</blockquote></p><p><img src=\"https://static.tigerbbs.com/0c6368f23c2e33e58f63f2868e48ee2b\" tg-width=\"644\" tg-height=\"344\" referrerpolicy=\"no-referrer\">A shift in portfolio characteristics—from small-cap to mid-cap, more healthcare to more internet—means ARK Innovation will likely have less volatility down the road. Many biotechs lack cash flow or revenue until they get a product approved, while internet companies usually have some products or services on the market.</p><p><blockquote>投资组合特征的转变——从小盘股到中盘股，更多的医疗保健到更多的互联网——意味着方舟创新未来的波动性可能会更小。许多生物技术公司在产品获得批准之前缺乏现金流或收入，而互联网公司通常在市场上有一些产品或服务。</blockquote></p><p>This could mean ARK’s performance this year will look a lot more like 2019 than 2020. “It’s still a very aggressive growth fund,” says Arnott, “But it can be more difficult for a fund to sustain its performance edge as it gains assets.”</p><p><blockquote>这可能意味着ARK今年的表现看起来更像2019年，而不是2020年。“它仍然是一只非常积极的增长基金，”阿诺特说，“但随着资产的增加，基金可能更难维持其业绩优势。”</blockquote></p><p></p><p>Leggi says larger companies don’t necessarily mean less growth: ARK just released its updatedprice target for Tesla at $3,000 by 2025, 385% higher than today’s price. In fact, in certain industries where earlier and larger disruptors have already established themselves, it would be hard for small rivals to compete, says Leggi.</p><p><blockquote>Leggi表示，规模更大的公司并不一定意味着增长更少：ARK刚刚发布了到2025年特斯拉的更新价格目标，为3,000美元，比目前的价格高出385%。莱吉表示，事实上，在某些行业，更早、更大的颠覆者已经站稳脚跟，小竞争对手很难竞争。</blockquote></p><p>“There have been a number of smaller EV [electric vehicle] manufacturers going public through SPACs,” he says, referring to special purpose acquisition companies, essentially shell companies used to bring private companies public. “We don’t invest in them, because we don’t think they’re well-positioned to be the new leader because of how capital-intensive it is. Tesla is far ahead. It’s unlikely to see as much small-cap exposure in our portfolios as you had a few years back.”</p><p><blockquote>“已经有许多规模较小的电动汽车制造商通过SPAC上市，”他说，他指的是特殊目的收购公司，本质上是用来让私营公司上市的空壳公司。“我们不投资它们，因为我们认为它们不适合成为新的领导者，因为它们的资本密集型程度很高。特斯拉遥遥领先。我们的投资组合中不太可能出现那么多小盘股敞口。”</blockquote></p><p></p>","source":"lsy1610680873436","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>ARK Innovation Fund Has Reshuffled Its Holdings. What That Means for Investors<blockquote>方舟创新基金进行了持仓洗牌。这对投资者意味着什么</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\">\nARK Innovation Fund Has Reshuffled Its Holdings. What That Means for Investors<blockquote>方舟创新基金进行了持仓洗牌。这对投资者意味着什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barron's</strong><span class=\"h-time small\">2021-03-29 20:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Pretty much everything changed in 2020—some things more than others.</p><p><blockquote>2020年，几乎所有事情都发生了变化——有些事情比其他事情变化更大。</blockquote></p><p>The ARK Innovation exchange-traded fund (ticker: ARKK) went from a somewhat sleepy actively managed fund that returned 36% in 2019, to the top performer in 2020, returning 153% and making its manager,ARK Investment founder Cathie Wood, a household name. But ARK Innovation ishaving a rough 2021: After rising another 26% by mid-February, the $22 billion ETF has tumbled over the past six weeks, and is now down 9% year to date. Investors need to understand the dramatic portfolio changes that have occurred in the past year to see what they own and determine the fund’s role in their portfolios.</p><p><blockquote>ARK Innovation交易所交易基金（股票代码：ARKK）从2019年回报率为36%的有点沉睡的主动管理基金，成为2020年表现最好的基金，回报率为153%，使其经理、ARK Investment创始人Cathie Wood成为家喻户晓的名字。但ARK Innovation 2021年的日子很艰难：这只价值220亿美元的ETF在2月中旬又上涨26%后，在过去六周内暴跌，今年迄今已下跌9%。投资者需要了解过去一年发生的巨大投资组合变化，以了解他们拥有什么并确定基金在其投资组合中的作用。</blockquote></p><p>For starters: A year ago, ARK Innovation was a small-company fund. Today, it’s solidly mid-cap, with 51% of its assets in large-company stocks. The average market cap of its holdings has increased from $5 billion last March to $39 billion by the end of February. That, in large part, is due to how much many holdings have run up. Notably, top holdingTesla(TSLA) has returned 500% in the past year even after the recent pullback.</p><p><blockquote>首先：一年前，方舟创新还是一只小公司基金。如今，它已成为稳定的中型股，51%的资产投资于大公司股票。其持有的平均市值已从去年3月的50亿美元增至2月底的390亿美元。这在很大程度上是由于持有量增加了多少。值得注意的是，即使在最近的回调之后，顶级控股特斯拉(TSLA)在过去一年中的回报率仍为500%。</blockquote></p><p>Many active funds have limitations on the size of companies they can buy and continue to own. ARK Innovation doesn’t have such constraints. It’s open to stocks up and down the capitalization spectrum—from the $594 billion Tesla to the $1 billionCerus(CERS). “We don’t really look at market caps. We are pretty agnostic to that,” says Ren Leggi, ARK’s client portfolio manager. “We’re looking at where innovation takes us.”</p><p><blockquote>许多主动型基金对其可以购买和继续拥有的公司规模都有限制。方舟创新没有这样的约束。它向市值范围内上下波动的股票开放——从5,940亿美元的特斯拉到10亿美元的Cerus(CERS)。ARK的客户投资组合经理Ren Leggi表示：“我们并不真正关注市值。我们对此非常不可知。”“我们正在研究创新将带我们走向何方。”</blockquote></p><p>The growth of its existing holdings only partially explains the fund’s tilt toward larger stocks. Over the past few months, ARK Innovation has also been selling shares in smaller-cap firms, many in biotech, includingOrganovo Holdings(ONVO),Seres Therapeutics(MCRB), Compugen(CGEN), andEditas Medicine(EDIT).</p><p><blockquote>其现有持股的增长只能部分解释该基金倾向于大型股票的原因。在过去的几个月里，ARK Innovation还一直在出售小型公司的股票，其中许多是生物技术公司，包括Organovo Holdings(ONVO)、Seres Therapeutics(MCRB)、Compugen(CGEN)和Editas Medicine(EDIT)。</blockquote></p><p>Meanwhile, the fund has added a significant amount of large-cap internet stocks likePayPal Holdings(PYPL), Shopify(SHOP),Zoom Video Communications(ZM); and foreign firms such as Tencent Holdings(TCEHY), Baidu(BIDU),Sea(SE), and Nintendo(NTDOY). The ETF owned none of those names last July.</p><p><blockquote>与此同时，该基金增持了大量大型互联网股票，如PayPal Holdings(PYPL)、Shopify(SHOP)、Zoom Video通信(ZM)；以及腾讯控股控股(TCEHY)、百度(BIDU)、Sea(SE)和任天堂(NTDOY)等外国公司。去年7月，该ETF没有拥有这些名字。</blockquote></p><p><img src=\"https://static.tigerbbs.com/1e1bf566255ea478e6111c62695a5ade\" tg-width=\"677\" tg-height=\"357\" referrerpolicy=\"no-referrer\">The recent trading has shifted ARK Innovation’s sector composition as well. In March 2020, biotech and diagnostics were the largest industries in the fund, making up 22% and 15% of the portfolio, respectively. By the end of February, biotech only made up 14%, and diagnostics, 8%.</p><p><blockquote>最近的交易也改变了方舟创新的行业构成。2020年3月，生物技术和诊断是该基金最大的行业，分别占投资组合的22%和15%。截至2月底，生物技术仅占14%，诊断技术仅占8%。</blockquote></p><p>Meanwhile, ARK Innovation has increased assets in internet and software stocks—from 6% of each in March 2020, to 15% and 9% as of February. Shopify, which wasn’t in ARK Innovation as of last October, is now the eighth-largest stock in the fund with a 3.1% weight.</p><p><blockquote>与此同时，方舟创新增加了互联网和软件股票的资产——从2020年3月各占6%，增加到2月份的15%和9%。截至去年10月，Shopify尚未纳入ARK Innovation，但现在是该基金第八大股票，权重为3.1%。</blockquote></p><p>Still, compared to its peers in the mid-cap growth category, ARK Innovation is relatively heavy on healthcare and light on technology, says Amy Arnott, portfolio strategist at Morningstar.</p><p><blockquote>晨星公司投资组合策略师艾米·阿诺特(Amy Arnott)表示，尽管如此，与中型成长类同行相比，方舟创新相对偏重医疗保健，轻科技。</blockquote></p><p>Some suspect the shift toward bigger companies is the result of ARK Innovation’s unprecedented growth. The fund attracted $16 billion in new assets in the past year. If that money was invested in smaller companies, it couldquickly bump up ARK’s stakein them to perilous levels. From that perspective, putting that money in more liquid large-cap stocks seems a safer option. “The bigger they get, the more difficult it is for them to establish meaningful positions in smaller-cap stocks,” Arnott says.</p><p><blockquote>一些人怀疑向大公司的转变是方舟创新前所未有的增长的结果。该基金在过去一年吸引了160亿美元的新资产。如果这笔钱投资于规模较小的公司，方舟在这些公司的股份可能会迅速增加到危险的水平。从这个角度来看，将资金投入流动性更强的大盘股似乎是一个更安全的选择。“他们的规模越大，就越难在小盘股中建立有意义的头寸，”阿诺特说。</blockquote></p><p>ARK denies that recent trading decisions have anything to do with capacity, saying those moves are driven by conviction, valuation, and tactical considerations. For example, ARK Innovation exited DNA sequencing firmIllumina(ILMN)—once its second-largest holding behind Tesla—and added rivalPacific Biosciences of California(PACB), because it sees a shift of disruption from short-read to long-read genomic sequencing, says Leggi. It sold other names because they’d become too expensive compared to peers.</p><p><blockquote>ARK否认最近的交易决策与产能有任何关系，称这些举措是由信念、估值和战术考虑驱动的。例如，ARK Innovation退出了DNA测序公司Millumina(ILMN)（曾经是仅次于特斯拉的第二大控股公司），并增加了竞争对手加州太平洋生物科学公司(PACB)，因为它看到了从短阅读到长阅读基因组测序的颠覆性转变，莱吉说。它出售了其他品牌，因为与同行相比，它们变得太贵了。</blockquote></p><p>The firm has also been preparing for a market correction since last year, says Leggi, and large-cap additions were meant to offer downside protection and cash-like reserves to buy high-conviction names at low prices during a downturn.</p><p><blockquote>莱吉表示，该公司自去年以来也一直在为市场调整做准备，增持大盘股的目的是提供下行保护和类似现金的储备，以便在经济低迷时期以低价购买信誉良好的股票。</blockquote></p><p><img src=\"https://static.tigerbbs.com/0c6368f23c2e33e58f63f2868e48ee2b\" tg-width=\"644\" tg-height=\"344\" referrerpolicy=\"no-referrer\">A shift in portfolio characteristics—from small-cap to mid-cap, more healthcare to more internet—means ARK Innovation will likely have less volatility down the road. Many biotechs lack cash flow or revenue until they get a product approved, while internet companies usually have some products or services on the market.</p><p><blockquote>投资组合特征的转变——从小盘股到中盘股，更多的医疗保健到更多的互联网——意味着方舟创新未来的波动性可能会更小。许多生物技术公司在产品获得批准之前缺乏现金流或收入，而互联网公司通常在市场上有一些产品或服务。</blockquote></p><p>This could mean ARK’s performance this year will look a lot more like 2019 than 2020. “It’s still a very aggressive growth fund,” says Arnott, “But it can be more difficult for a fund to sustain its performance edge as it gains assets.”</p><p><blockquote>这可能意味着ARK今年的表现看起来更像2019年，而不是2020年。“它仍然是一只非常积极的增长基金，”阿诺特说，“但随着资产的增加，基金可能更难维持其业绩优势。”</blockquote></p><p></p><p>Leggi says larger companies don’t necessarily mean less growth: ARK just released its updatedprice target for Tesla at $3,000 by 2025, 385% higher than today’s price. In fact, in certain industries where earlier and larger disruptors have already established themselves, it would be hard for small rivals to compete, says Leggi.</p><p><blockquote>Leggi表示，规模更大的公司并不一定意味着增长更少：ARK刚刚发布了到2025年特斯拉的更新价格目标，为3,000美元，比目前的价格高出385%。莱吉表示，事实上，在某些行业，更早、更大的颠覆者已经站稳脚跟，小竞争对手很难竞争。</blockquote></p><p>“There have been a number of smaller EV [electric vehicle] manufacturers going public through SPACs,” he says, referring to special purpose acquisition companies, essentially shell companies used to bring private companies public. “We don’t invest in them, because we don’t think they’re well-positioned to be the new leader because of how capital-intensive it is. Tesla is far ahead. It’s unlikely to see as much small-cap exposure in our portfolios as you had a few years back.”</p><p><blockquote>“已经有许多规模较小的电动汽车制造商通过SPAC上市，”他说，他指的是特殊目的收购公司，本质上是用来让私营公司上市的空壳公司。“我们不投资它们，因为我们认为它们不适合成为新的领导者，因为它们的资本密集型程度很高。特斯拉遥遥领先。我们的投资组合中不太可能出现那么多小盘股敞口。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/articles/ark-innovation-fund-has-reshuffled-its-holdings-what-that-means-for-investors-51616800226?mod=mw_more_headlines\">Barron's</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.marketwatch.com/articles/ark-innovation-fund-has-reshuffled-its-holdings-what-that-means-for-investors-51616800226?mod=mw_more_headlines","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192930137","content_text":"Pretty much everything changed in 2020—some things more than others.The ARK Innovation exchange-traded fund (ticker: ARKK) went from a somewhat sleepy actively managed fund that returned 36% in 2019, to the top performer in 2020, returning 153% and making its manager,ARK Investment founder Cathie Wood, a household name. But ARK Innovation ishaving a rough 2021: After rising another 26% by mid-February, the $22 billion ETF has tumbled over the past six weeks, and is now down 9% year to date. Investors need to understand the dramatic portfolio changes that have occurred in the past year to see what they own and determine the fund’s role in their portfolios.For starters: A year ago, ARK Innovation was a small-company fund. Today, it’s solidly mid-cap, with 51% of its assets in large-company stocks. The average market cap of its holdings has increased from $5 billion last March to $39 billion by the end of February. That, in large part, is due to how much many holdings have run up. Notably, top holdingTesla(TSLA) has returned 500% in the past year even after the recent pullback.Many active funds have limitations on the size of companies they can buy and continue to own. ARK Innovation doesn’t have such constraints. It’s open to stocks up and down the capitalization spectrum—from the $594 billion Tesla to the $1 billionCerus(CERS). “We don’t really look at market caps. We are pretty agnostic to that,” says Ren Leggi, ARK’s client portfolio manager. “We’re looking at where innovation takes us.”The growth of its existing holdings only partially explains the fund’s tilt toward larger stocks. Over the past few months, ARK Innovation has also been selling shares in smaller-cap firms, many in biotech, includingOrganovo Holdings(ONVO),Seres Therapeutics(MCRB), Compugen(CGEN), andEditas Medicine(EDIT).Meanwhile, the fund has added a significant amount of large-cap internet stocks likePayPal Holdings(PYPL), Shopify(SHOP),Zoom Video Communications(ZM); and foreign firms such as Tencent Holdings(TCEHY), Baidu(BIDU),Sea(SE), and Nintendo(NTDOY). The ETF owned none of those names last July.The recent trading has shifted ARK Innovation’s sector composition as well. In March 2020, biotech and diagnostics were the largest industries in the fund, making up 22% and 15% of the portfolio, respectively. By the end of February, biotech only made up 14%, and diagnostics, 8%.Meanwhile, ARK Innovation has increased assets in internet and software stocks—from 6% of each in March 2020, to 15% and 9% as of February. Shopify, which wasn’t in ARK Innovation as of last October, is now the eighth-largest stock in the fund with a 3.1% weight.Still, compared to its peers in the mid-cap growth category, ARK Innovation is relatively heavy on healthcare and light on technology, says Amy Arnott, portfolio strategist at Morningstar.Some suspect the shift toward bigger companies is the result of ARK Innovation’s unprecedented growth. The fund attracted $16 billion in new assets in the past year. If that money was invested in smaller companies, it couldquickly bump up ARK’s stakein them to perilous levels. From that perspective, putting that money in more liquid large-cap stocks seems a safer option. “The bigger they get, the more difficult it is for them to establish meaningful positions in smaller-cap stocks,” Arnott says.ARK denies that recent trading decisions have anything to do with capacity, saying those moves are driven by conviction, valuation, and tactical considerations. For example, ARK Innovation exited DNA sequencing firmIllumina(ILMN)—once its second-largest holding behind Tesla—and added rivalPacific Biosciences of California(PACB), because it sees a shift of disruption from short-read to long-read genomic sequencing, says Leggi. It sold other names because they’d become too expensive compared to peers.The firm has also been preparing for a market correction since last year, says Leggi, and large-cap additions were meant to offer downside protection and cash-like reserves to buy high-conviction names at low prices during a downturn.A shift in portfolio characteristics—from small-cap to mid-cap, more healthcare to more internet—means ARK Innovation will likely have less volatility down the road. Many biotechs lack cash flow or revenue until they get a product approved, while internet companies usually have some products or services on the market.This could mean ARK’s performance this year will look a lot more like 2019 than 2020. “It’s still a very aggressive growth fund,” says Arnott, “But it can be more difficult for a fund to sustain its performance edge as it gains assets.”Leggi says larger companies don’t necessarily mean less growth: ARK just released its updatedprice target for Tesla at $3,000 by 2025, 385% higher than today’s price. In fact, in certain industries where earlier and larger disruptors have already established themselves, it would be hard for small rivals to compete, says Leggi.“There have been a number of smaller EV [electric vehicle] manufacturers going public through SPACs,” he says, referring to special purpose acquisition companies, essentially shell companies used to bring private companies public. “We don’t invest in them, because we don’t think they’re well-positioned to be the new leader because of how capital-intensive it is. Tesla is far ahead. It’s unlikely to see as much small-cap exposure in our portfolios as you had a few years back.”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341559070,"gmtCreate":1617842119890,"gmtModify":1631888444934,"author":{"id":"3575323763628207","authorId":"3575323763628207","name":"christie","avatar":"https://static.tigerbbs.com/1cbd4f6ecd4a1e5965a0f78d69d0e020","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575323763628207","authorIdStr":"3575323763628207"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARKF\">$ARK Fintech Innovation ETF(ARKF)$</a>let’s go cathie wood!! the picture says it all - not worried at all (*¯︶¯*)","listText":"<a href=\"https://laohu8.com/S/ARKF\">$ARK Fintech Innovation ETF(ARKF)$</a>let’s go cathie wood!! the picture says it all - not worried at all (*¯︶¯*)","text":"$ARK Fintech Innovation ETF(ARKF)$let’s go cathie wood!! the picture says it all - not worried at all (*¯︶¯*)","images":[{"img":"https://static.tigerbbs.com/174d33dd98076c0a544756af7e6bd47f","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/341559070","isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":344083480,"gmtCreate":1618360191240,"gmtModify":1634293505431,"author":{"id":"3575323763628207","authorId":"3575323763628207","name":"christie","avatar":"https://static.tigerbbs.com/1cbd4f6ecd4a1e5965a0f78d69d0e020","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575323763628207","authorIdStr":"3575323763628207"},"themes":[],"htmlText":"up up and away 🍎📈🤩🚀","listText":"up up and away 🍎📈🤩🚀","text":"up up and away 🍎📈🤩🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/344083480","repostId":"2127489360","repostType":4,"isVote":1,"tweetType":1,"viewCount":607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340849326,"gmtCreate":1617377389365,"gmtModify":1631886478004,"author":{"id":"3575323763628207","authorId":"3575323763628207","name":"christie","avatar":"https://static.tigerbbs.com/1cbd4f6ecd4a1e5965a0f78d69d0e020","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575323763628207","authorIdStr":"3575323763628207"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARKG\">$ARK Genomic Revolution Multi-Sector ETF(ARKG)$</a>went from -20.88% to now!! We’re hanging on 🥳","listText":"<a href=\"https://laohu8.com/S/ARKG\">$ARK Genomic Revolution Multi-Sector ETF(ARKG)$</a>went from -20.88% to now!! We’re hanging on 🥳","text":"$ARK Genomic Revolution Multi-Sector ETF(ARKG)$went from -20.88% to now!! We’re hanging on 🥳","images":[{"img":"https://static.tigerbbs.com/a44da9a5a33070238d0148fb28b2f8b8","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/340849326","isVote":1,"tweetType":1,"viewCount":670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":372860296,"gmtCreate":1619191560715,"gmtModify":1631888444905,"author":{"id":"3575323763628207","authorId":"3575323763628207","name":"christie","avatar":"https://static.tigerbbs.com/1cbd4f6ecd4a1e5965a0f78d69d0e020","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575323763628207","authorIdStr":"3575323763628207"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARKF\">$ARK Fintech Innovation ETF(ARKF)$</a>hey, i remember you being green... what happened?","listText":"<a href=\"https://laohu8.com/S/ARKF\">$ARK Fintech Innovation ETF(ARKF)$</a>hey, i remember you being green... what happened?","text":"$ARK Fintech Innovation ETF(ARKF)$hey, i remember you being green... what happened?","images":[{"img":"https://static.tigerbbs.com/1ee89d0b2a7faa5156e0ea3fe18aec24","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/372860296","isVote":1,"tweetType":1,"viewCount":694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":349230058,"gmtCreate":1617613768574,"gmtModify":1634297583681,"author":{"id":"3575323763628207","authorId":"3575323763628207","name":"christie","avatar":"https://static.tigerbbs.com/1cbd4f6ecd4a1e5965a0f78d69d0e020","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575323763628207","authorIdStr":"3575323763628207"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>patience and good business fundamentals will never go wrong ✨ grow!!","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>patience and good business fundamentals will never go wrong ✨ grow!!","text":"$Apple(AAPL)$patience and good business fundamentals will never go wrong ✨ grow!!","images":[{"img":"https://static.tigerbbs.com/401b5d9cbb4da4c04b520e0c2cff6bdb","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/349230058","isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":357187206,"gmtCreate":1617247072305,"gmtModify":1631886478004,"author":{"id":"3575323763628207","authorId":"3575323763628207","name":"christie","avatar":"https://static.tigerbbs.com/1cbd4f6ecd4a1e5965a0f78d69d0e020","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575323763628207","authorIdStr":"3575323763628207"},"themes":[],"htmlText":"&nbsp;<a href=\"https://laohu8.com/S/ARKG\">$ARK Genomic Revolution Multi-Sector ETF(ARKG)$</a>it’s a dream come true&nbsp;- cathie wood&nbsp;buying into <a href=\"https://laohu8.com/S/SDGR\">$Schrodinger Inc.(SDGR)$</a>, a stock that i’ve been eyeing for the past few weeks 🤩 let’s get it 🚀🚀🚀","listText":"&nbsp;<a href=\"https://laohu8.com/S/ARKG\">$ARK Genomic Revolution Multi-Sector ETF(ARKG)$</a>it’s a dream come true&nbsp;- cathie wood&nbsp;buying into <a href=\"https://laohu8.com/S/SDGR\">$Schrodinger Inc.(SDGR)$</a>, a stock that i’ve been eyeing for the past few weeks 🤩 let’s get it 🚀🚀🚀","text":"$ARK Genomic Revolution Multi-Sector ETF(ARKG)$it’s a dream come true - cathie wood buying into $Schrodinger Inc.(SDGR)$, a stock that i’ve been eyeing for the past few weeks 🤩 let’s get it 🚀🚀🚀","images":[{"img":"https://static.tigerbbs.com/2cb0f0c61a800de65a7a66b98ae249d4","width":"1125","height":"3212"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/357187206","isVote":1,"tweetType":1,"viewCount":1200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":874310867,"gmtCreate":1637729211979,"gmtModify":1637729212085,"author":{"id":"3575323763628207","authorId":"3575323763628207","name":"christie","avatar":"https://static.tigerbbs.com/1cbd4f6ecd4a1e5965a0f78d69d0e020","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575323763628207","authorIdStr":"3575323763628207"},"themes":[],"htmlText":"time in the market &gt; timing the market; AAPL will always be held in my heart (and pockets)","listText":"time in the market &gt; timing the market; AAPL will always be held in my heart (and pockets)","text":"time in the market > timing the market; AAPL will always be held in my heart (and pockets)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874310867","repostId":"1158359024","repostType":2,"repost":{"id":"1158359024","kind":"news","pubTimestamp":1637714626,"share":"https://www.laohu8.com/m/news/1158359024?lang=zh_CN&edition=full","pubTime":"2021-11-24 08:43","market":"us","language":"en","title":"Will Apple Stock Be Up 25% Next Year?<blockquote>苹果股价明年会上涨25%吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1158359024","media":"TheStreet","summary":"Apple stock has just made all-time highs, but one Wall Street bull thinks that shares can climb another 25% in the next year. Is this a reasonable expectation?Apple stock made new all-time highs in November. On Monday, I argued that Apple has become an expert at dominating and reshaping the consumer tech markets in which it operates. In part for this reason, AAPL shares look like a buy to me, even at a historical peak price of $160.Figure 1: Apple store in New York, NY.That said, Tigress Financi","content":"<p>Apple stock has just made all-time highs, but one Wall Street bull thinks that shares can climb another 25% in the next year. Is this a reasonable expectation?</p><p><blockquote>苹果股价刚刚创下历史新高，但一位华尔街多头认为明年股价还可以再上涨25%。这是一个合理的预期吗？</blockquote></p><p> Apple stock&nbsp;made new all-time highs in November. On Monday, I argued that Apple has become an expert at dominating and reshaping the consumer tech markets in which it operates. In part for this reason, AAPL shares look like a buy to me, even at a historical peak price of $160.</p><p><blockquote>苹果股价在11月份创下历史新高。周一，我认为苹果已经成为主导和重塑其运营所在的消费科技市场的专家。部分出于这个原因，即使在160美元的历史峰值价格下，AAPL股票在我看来也值得买入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3facec59ae76a6c28f4c5847600b4de\" tg-width=\"1240\" tg-height=\"886\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple store in New York, NY.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：纽约州纽约市的苹果商店。</span></p></blockquote></p><p> That said, Tigress Financial’s Ivan Feinseth has recentlyseta new Street-high share price target of nearly $200. At those levels, AAPL would present about 25% gain potential over the next 12 months. Is this a reasonable expectation? Might it even be too conservative a number?</p><p><blockquote>尽管如此，Tigress Financial的Ivan Feinseth最近将股价目标定为近200美元，创下了近200美元的新高。按照这些水平，AAPL在未来12个月内将呈现约25%的上涨潜力。这是一个合理的预期吗？这个数字会不会太保守了？</blockquote></p><p> <b>What AAPL at $200 means</b></p><p><blockquote><b>AAPL 200美元意味着什么</b></blockquote></p><p> From a P/E perspective, Apple’s next-year valuation multiple would need to expand to 32.8 times for the stock to climb 25% from here and reach $200 apiece by this time in 2022. For reference, the comparable forward multiple today is only 28.2 times. Forward P/E only climbed well into the 30s recently&nbsp;in late August 2020, moments before AAPL corrected sharply into the end of Q3.</p><p><blockquote>从市盈率的角度来看，苹果明年的估值倍数需要扩大到32.8倍，该股才能在2022年此时上涨25%并达到每股200美元。作为参考，今天可比远期倍数仅为28.2倍。远期市盈率直到2020年8月下旬才攀升至30多岁，就在AAPL在第三季度末大幅调整之前。</blockquote></p><p> All the above, of course, assumes that consensus 2023 EPS of $6.09 remains unchanged. Apple stock could also head to $200, maybe even without any valuation expansion, if the company manages to deliver consensus-beating results in the next few quarters. This could happen as a result of&nbsp;strong iPhone sales in the holiday quarter, for example.</p><p><blockquote>当然，以上所有内容都假设2023年每股收益6.09美元的共识保持不变。如果苹果公司能够在未来几个季度取得超出共识的业绩，即使估值没有任何扩张，该公司的股价也可能升至200美元。例如，这可能是假日季度iPhone销售强劲的结果。</blockquote></p><p> <b>What history says</b></p><p><blockquote><b>历史怎么说</b></blockquote></p><p> History does not always repeat, but it often rhymes. From that point of view, Apple’s 25% climb in 12 months seems a bit more unlikely, considering that AAPL currently sits at an all-time high.</p><p><blockquote>历史并不总是重复，但它往往押韵。从这个角度来看，考虑到AAPL目前正处于历史高位，苹果在12个月内上涨25%的可能性似乎更小。</blockquote></p><p> The Apple Maven has explained&nbsp;that an investment in Apple stock tends to offer the highest return in the following 12 months if shares are bought during a steep drawdown. On average, one-year gains have been nearly 50% when the stock was bought after a 30%-plus decline from the top.</p><p><blockquote>这位苹果专家解释说，如果在大幅下跌期间购买苹果股票，投资其股票往往会在接下来的12个月内获得最高回报。平均而言，当该股从顶部下跌30%以上后买入时，一年的涨幅已接近50%。</blockquote></p><p> Instead, if an investor bought AAPL only at all-time highs since the launch of the first iPhone in 2007 and held shares for exactly one year, his or her average return would have been “only” 19%. Gains of 25% or more, however, have not been all that rare, as the histogram below illustrates.</p><p><blockquote>相反，如果投资者仅在2007年第一部iPhone推出以来的历史高点买入AAPL，并持有股票整整一年，他或她的平均回报率将“仅”为19%。然而，25%或更多的收益并不罕见，如下图所示。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4efda4e69cc836339cb92cc143f3dbab\" tg-width=\"736\" tg-height=\"441\" width=\"100%\" height=\"auto\"><span>Figure 2: Distribution of one-year gains in AAPL from a peak.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：AAPL从峰值开始的一年涨幅分布。</span></p></blockquote></p><p> <b>The Apple Maven’s take</b></p><p><blockquote><b>苹果专家的看法</b></blockquote></p><p> I continue to think that AAPL is a great buy-and-hold play at $160 per share. However, earning 25% from an all-time high is no easy feat, even though it has happened before.</p><p><blockquote>我仍然认为AAPL是一个很好的买入并持有股票，每股160美元。然而，从历史高点赚取25%并不是一件容易的事，尽管这种情况以前也发生过。</blockquote></p><p> I would not necessarily count on Apple stock generating stratospheric returns in the next 12 months or so. The odds are against it happening from a peak price, especially after shares managed to produce gains of 140% in the past 24 months alone. But more modest, still market-beating gains are certainly not out of question, considering the robust business fundamentals.</p><p><blockquote>我不一定指望苹果股票在未来12个月左右产生极高的回报。这种情况从峰值价格开始发生的可能性很小，尤其是在股价仅在过去24个月内就上涨了140%之后。但考虑到强劲的商业基本面，更温和、仍跑赢市场的涨幅肯定不是不可能的。</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>Will Apple Stock Be Up 25% Next Year?<blockquote>苹果股价明年会上涨25%吗？</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\">\nWill Apple Stock Be Up 25% Next Year?<blockquote>苹果股价明年会上涨25%吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-11-24 08:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple stock has just made all-time highs, but one Wall Street bull thinks that shares can climb another 25% in the next year. Is this a reasonable expectation?</p><p><blockquote>苹果股价刚刚创下历史新高，但一位华尔街多头认为明年股价还可以再上涨25%。这是一个合理的预期吗？</blockquote></p><p> Apple stock&nbsp;made new all-time highs in November. On Monday, I argued that Apple has become an expert at dominating and reshaping the consumer tech markets in which it operates. In part for this reason, AAPL shares look like a buy to me, even at a historical peak price of $160.</p><p><blockquote>苹果股价在11月份创下历史新高。周一，我认为苹果已经成为主导和重塑其运营所在的消费科技市场的专家。部分出于这个原因，即使在160美元的历史峰值价格下，AAPL股票在我看来也值得买入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3facec59ae76a6c28f4c5847600b4de\" tg-width=\"1240\" tg-height=\"886\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple store in New York, NY.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：纽约州纽约市的苹果商店。</span></p></blockquote></p><p> That said, Tigress Financial’s Ivan Feinseth has recentlyseta new Street-high share price target of nearly $200. At those levels, AAPL would present about 25% gain potential over the next 12 months. Is this a reasonable expectation? Might it even be too conservative a number?</p><p><blockquote>尽管如此，Tigress Financial的Ivan Feinseth最近将股价目标定为近200美元，创下了近200美元的新高。按照这些水平，AAPL在未来12个月内将呈现约25%的上涨潜力。这是一个合理的预期吗？这个数字会不会太保守了？</blockquote></p><p> <b>What AAPL at $200 means</b></p><p><blockquote><b>AAPL 200美元意味着什么</b></blockquote></p><p> From a P/E perspective, Apple’s next-year valuation multiple would need to expand to 32.8 times for the stock to climb 25% from here and reach $200 apiece by this time in 2022. For reference, the comparable forward multiple today is only 28.2 times. Forward P/E only climbed well into the 30s recently&nbsp;in late August 2020, moments before AAPL corrected sharply into the end of Q3.</p><p><blockquote>从市盈率的角度来看，苹果明年的估值倍数需要扩大到32.8倍，该股才能在2022年此时上涨25%并达到每股200美元。作为参考，今天可比远期倍数仅为28.2倍。远期市盈率直到2020年8月下旬才攀升至30多岁，就在AAPL在第三季度末大幅调整之前。</blockquote></p><p> All the above, of course, assumes that consensus 2023 EPS of $6.09 remains unchanged. Apple stock could also head to $200, maybe even without any valuation expansion, if the company manages to deliver consensus-beating results in the next few quarters. This could happen as a result of&nbsp;strong iPhone sales in the holiday quarter, for example.</p><p><blockquote>当然，以上所有内容都假设2023年每股收益6.09美元的共识保持不变。如果苹果公司能够在未来几个季度取得超出共识的业绩，即使估值没有任何扩张，该公司的股价也可能升至200美元。例如，这可能是假日季度iPhone销售强劲的结果。</blockquote></p><p> <b>What history says</b></p><p><blockquote><b>历史怎么说</b></blockquote></p><p> History does not always repeat, but it often rhymes. From that point of view, Apple’s 25% climb in 12 months seems a bit more unlikely, considering that AAPL currently sits at an all-time high.</p><p><blockquote>历史并不总是重复，但它往往押韵。从这个角度来看，考虑到AAPL目前正处于历史高位，苹果在12个月内上涨25%的可能性似乎更小。</blockquote></p><p> The Apple Maven has explained&nbsp;that an investment in Apple stock tends to offer the highest return in the following 12 months if shares are bought during a steep drawdown. On average, one-year gains have been nearly 50% when the stock was bought after a 30%-plus decline from the top.</p><p><blockquote>这位苹果专家解释说，如果在大幅下跌期间购买苹果股票，投资其股票往往会在接下来的12个月内获得最高回报。平均而言，当该股从顶部下跌30%以上后买入时，一年的涨幅已接近50%。</blockquote></p><p> Instead, if an investor bought AAPL only at all-time highs since the launch of the first iPhone in 2007 and held shares for exactly one year, his or her average return would have been “only” 19%. Gains of 25% or more, however, have not been all that rare, as the histogram below illustrates.</p><p><blockquote>相反，如果投资者仅在2007年第一部iPhone推出以来的历史高点买入AAPL，并持有股票整整一年，他或她的平均回报率将“仅”为19%。然而，25%或更多的收益并不罕见，如下图所示。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4efda4e69cc836339cb92cc143f3dbab\" tg-width=\"736\" tg-height=\"441\" width=\"100%\" height=\"auto\"><span>Figure 2: Distribution of one-year gains in AAPL from a peak.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：AAPL从峰值开始的一年涨幅分布。</span></p></blockquote></p><p> <b>The Apple Maven’s take</b></p><p><blockquote><b>苹果专家的看法</b></blockquote></p><p> I continue to think that AAPL is a great buy-and-hold play at $160 per share. However, earning 25% from an all-time high is no easy feat, even though it has happened before.</p><p><blockquote>我仍然认为AAPL是一个很好的买入并持有股票，每股160美元。然而，从历史高点赚取25%并不是一件容易的事，尽管这种情况以前也发生过。</blockquote></p><p> I would not necessarily count on Apple stock generating stratospheric returns in the next 12 months or so. The odds are against it happening from a peak price, especially after shares managed to produce gains of 140% in the past 24 months alone. But more modest, still market-beating gains are certainly not out of question, considering the robust business fundamentals.</p><p><blockquote>我不一定指望苹果股票在未来12个月左右产生极高的回报。这种情况从峰值价格开始发生的可能性很小，尤其是在股价仅在过去24个月内就上涨了140%之后。但考虑到强劲的商业基本面，更温和、仍跑赢市场的涨幅肯定不是不可能的。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/stock/will-apple-stock-be-up-25-next-year\">TheStreet</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":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/will-apple-stock-be-up-25-next-year","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158359024","content_text":"Apple stock has just made all-time highs, but one Wall Street bull thinks that shares can climb another 25% in the next year. Is this a reasonable expectation?\nApple stock made new all-time highs in November. On Monday, I argued that Apple has become an expert at dominating and reshaping the consumer tech markets in which it operates. In part for this reason, AAPL shares look like a buy to me, even at a historical peak price of $160.\nFigure 1: Apple store in New York, NY.\nThat said, Tigress Financial’s Ivan Feinseth has recentlyseta new Street-high share price target of nearly $200. At those levels, AAPL would present about 25% gain potential over the next 12 months. Is this a reasonable expectation? Might it even be too conservative a number?\nWhat AAPL at $200 means\nFrom a P/E perspective, Apple’s next-year valuation multiple would need to expand to 32.8 times for the stock to climb 25% from here and reach $200 apiece by this time in 2022. For reference, the comparable forward multiple today is only 28.2 times. Forward P/E only climbed well into the 30s recently in late August 2020, moments before AAPL corrected sharply into the end of Q3.\nAll the above, of course, assumes that consensus 2023 EPS of $6.09 remains unchanged. Apple stock could also head to $200, maybe even without any valuation expansion, if the company manages to deliver consensus-beating results in the next few quarters. This could happen as a result of strong iPhone sales in the holiday quarter, for example.\nWhat history says\nHistory does not always repeat, but it often rhymes. From that point of view, Apple’s 25% climb in 12 months seems a bit more unlikely, considering that AAPL currently sits at an all-time high.\nThe Apple Maven has explained that an investment in Apple stock tends to offer the highest return in the following 12 months if shares are bought during a steep drawdown. On average, one-year gains have been nearly 50% when the stock was bought after a 30%-plus decline from the top.\nInstead, if an investor bought AAPL only at all-time highs since the launch of the first iPhone in 2007 and held shares for exactly one year, his or her average return would have been “only” 19%. Gains of 25% or more, however, have not been all that rare, as the histogram below illustrates.\nFigure 2: Distribution of one-year gains in AAPL from a peak.\nThe Apple Maven’s take\nI continue to think that AAPL is a great buy-and-hold play at $160 per share. However, earning 25% from an all-time high is no easy feat, even though it has happened before.\nI would not necessarily count on Apple stock generating stratospheric returns in the next 12 months or so. The odds are against it happening from a peak price, especially after shares managed to produce gains of 140% in the past 24 months alone. But more modest, still market-beating gains are certainly not out of question, considering the robust business fundamentals.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}