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dominicou
2022-01-21
Ok
抱歉，原内容已删除
dominicou
2021-12-24
Up
Here are Warren Buffett's 8 highlights of 2021<blockquote>以下是沃伦·巴菲特2021年的8大亮点</blockquote>
dominicou
2021-12-17
Great analysis
Tesla: Cathie Wood's Actions Speak Louder Than Words<blockquote>特斯拉：凯西·伍德的行动胜于雄辩</blockquote>
dominicou
2021-12-17
Woahhh
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stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1642719534,"share":"https://www.laohu8.com/m/news/1126061742?lang=zh_CN&edition=full","pubTime":"2022-01-21 06:58","market":"us","language":"en","title":"Netflix Tumble Over 20% in the Extended Trading after Misses Subscriber Target, Offers Weak Forecast<blockquote>Netflix未达到用户目标，预测疲软，盘后交易中股价下跌超过20%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1126061742","media":"Tiger Newspress","summary":"Netflix tumble over 20% in the extended trading after misses subscriber target, offers weak forecast","content":"<p><html><head></head><body>Netflix tumble over 20% in the extended trading after misses subscriber target, offers weak forecast.<img src=\"https://static.tigerbbs.com/774cb605f615635531c1e7c59735ddcf\" tg-width=\"1114\" tg-height=\"766\" width=\"100%\" height=\"auto\"/>Netflix Inc fell short of Wall Street forecasts for new subscribers at the end of last year and offered a weaker-than-expected forecast for early 2022 as rivals amped up the competition in the battle for streaming television viewers.</p><p><blockquote><html><head></head><body>Netflix在未达到用户目标后，在盘后交易中下跌超过20%，预测疲软。Netflix公司去年年底的新用户数量未达到华尔街的预测，并对2022年初的预测弱于预期，因为竞争对手加大了流媒体电视观众的竞争。</body></html></blockquote></p><p>The world's largest streaming service added 8.3 million customers from October to December, when it released a heavy lineup of new programming including the star-studded movies "Red Notice" and "Don't Look Up" and a new season of "The Witcher."</p><p><blockquote>这家全球最大的流媒体服务从10月到12月增加了830万客户，当时它发布了一系列新节目，包括众星云集的电影《红色通缉令》和《别抬头》以及新一季的《巫师》。”</blockquote></p><p>Industry analysts had projected Netflix would add 8.4 million, according to Refinitiv IBES data.</p><p><blockquote>根据Refinitiv IBES的数据，行业分析师此前预计Netflix将增加840万。</blockquote></p><p>The company's global subscriber total reached 221.8 million.</p><p><blockquote>该公司全球订阅用户总数达到2.218亿。</blockquote></p><p>Netflix last week raised prices in its biggest market, the United States and Canada, where analysts say growth is stagnating, and is now looking for growth overseas.</p><p><blockquote>Netflix上周提高了其最大市场美国和加拿大的价格，分析师称这两个市场的增长停滞不前，目前正在寻求海外增长。</blockquote></p><p>The company rode a roller coaster during the pandemic, with steep growth early in 2020 when people were staying home and movie theaters were closed, followed by a slowdown in 2021. Netflix picked up more than 36 million customers in 2020, and 18.2 million in 2021.</p><p><blockquote>该公司在疫情期间经历了过山车般的增长，在2020年初，当人们呆在家里、电影院关闭时，该公司急剧增长，随后在2021年放缓。Netflix在2020年获得了超过3600万客户，在2021年获得了1820万客户。</blockquote></p><p>In 2022, Netflix's subscriber growth had been expected to stabilize and return to the pace logged before the pandemic, analysts say. The company's upcoming slate includes new installments of "Ozark," "Bridgerton" and "Stranger Things" and a three-part Kanye West documentary.</p><p><blockquote>分析师表示，到2022年，Netflix的用户增长预计将稳定下来，并恢复到大流行前的水平。该公司即将推出的电影包括《欧扎克》、《布里奇顿》和《奇异事物》的新剧，以及一部由三部分组成的坎耶·韦斯特纪录片。</blockquote></p><p>But competitors including Walt Disney Co and AT&T Inc's HBO Max, are pouring billions into creating new programming to grab a share of the streaming market.</p><p><blockquote>但包括华特迪士尼公司和AT&T公司的HBO Max在内的竞争对手正在投入数十亿美元制作新节目，以抢占流媒体市场的份额。</blockquote></p><p>Netflix reported fourth-quarter revenue of $7.71 billion, in line with estimates of $7.71 billion.</p><p><blockquote>Netflix公布第四季度营收为77.1亿美元，与预期的77.1亿美元一致。</blockquote></p><p></body></html></p><p><blockquote></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>Netflix Tumble Over 20% in the Extended Trading after Misses Subscriber Target, Offers Weak Forecast<blockquote>Netflix未达到用户目标，预测疲软，盘后交易中股价下跌超过20%</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\">\nNetflix Tumble Over 20% in the Extended Trading after Misses Subscriber Target, Offers Weak Forecast<blockquote>Netflix未达到用户目标，预测疲软，盘后交易中股价下跌超过20%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2022-01-21 06:58</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Netflix tumble over 20% in the extended trading after misses subscriber target, offers weak forecast.<img src=\"https://static.tigerbbs.com/774cb605f615635531c1e7c59735ddcf\" tg-width=\"1114\" tg-height=\"766\" width=\"100%\" height=\"auto\"/>Netflix Inc fell short of Wall Street forecasts for new subscribers at the end of last year and offered a weaker-than-expected forecast for early 2022 as rivals amped up the competition in the battle for streaming television viewers.</p><p><blockquote><html><head></head><body>Netflix在未达到用户目标后，在盘后交易中下跌超过20%，预测疲软。Netflix公司去年年底的新用户数量未达到华尔街的预测，并对2022年初的预测弱于预期，因为竞争对手加大了流媒体电视观众的竞争。</body></html></blockquote></p><p>The world's largest streaming service added 8.3 million customers from October to December, when it released a heavy lineup of new programming including the star-studded movies "Red Notice" and "Don't Look Up" and a new season of "The Witcher."</p><p><blockquote>这家全球最大的流媒体服务从10月到12月增加了830万客户，当时它发布了一系列新节目，包括众星云集的电影《红色通缉令》和《别抬头》以及新一季的《巫师》。”</blockquote></p><p>Industry analysts had projected Netflix would add 8.4 million, according to Refinitiv IBES data.</p><p><blockquote>根据Refinitiv IBES的数据，行业分析师此前预计Netflix将增加840万。</blockquote></p><p>The company's global subscriber total reached 221.8 million.</p><p><blockquote>该公司全球订阅用户总数达到2.218亿。</blockquote></p><p>Netflix last week raised prices in its biggest market, the United States and Canada, where analysts say growth is stagnating, and is now looking for growth overseas.</p><p><blockquote>Netflix上周提高了其最大市场美国和加拿大的价格，分析师称这两个市场的增长停滞不前，目前正在寻求海外增长。</blockquote></p><p>The company rode a roller coaster during the pandemic, with steep growth early in 2020 when people were staying home and movie theaters were closed, followed by a slowdown in 2021. Netflix picked up more than 36 million customers in 2020, and 18.2 million in 2021.</p><p><blockquote>该公司在疫情期间经历了过山车般的增长，在2020年初，当人们呆在家里、电影院关闭时，该公司急剧增长，随后在2021年放缓。Netflix在2020年获得了超过3600万客户，在2021年获得了1820万客户。</blockquote></p><p>In 2022, Netflix's subscriber growth had been expected to stabilize and return to the pace logged before the pandemic, analysts say. The company's upcoming slate includes new installments of "Ozark," "Bridgerton" and "Stranger Things" and a three-part Kanye West documentary.</p><p><blockquote>分析师表示，到2022年，Netflix的用户增长预计将稳定下来，并恢复到大流行前的水平。该公司即将推出的电影包括《欧扎克》、《布里奇顿》和《奇异事物》的新剧，以及一部由三部分组成的坎耶·韦斯特纪录片。</blockquote></p><p>But competitors including Walt Disney Co and AT&T Inc's HBO Max, are pouring billions into creating new programming to grab a share of the streaming market.</p><p><blockquote>但包括华特迪士尼公司和AT&T公司的HBO Max在内的竞争对手正在投入数十亿美元制作新节目，以抢占流媒体市场的份额。</blockquote></p><p>Netflix reported fourth-quarter revenue of $7.71 billion, in line with estimates of $7.71 billion.</p><p><blockquote>Netflix公布第四季度营收为77.1亿美元，与预期的77.1亿美元一致。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126061742","content_text":"Netflix tumble over 20% in the extended trading after misses subscriber target, offers weak forecast.Netflix Inc fell short of Wall Street forecasts for new subscribers at the end of last year and offered a weaker-than-expected forecast for early 2022 as rivals amped up the competition in the battle for streaming television viewers.The world's largest streaming service added 8.3 million customers from October to December, when it released a heavy lineup of new programming including the star-studded movies \"Red Notice\" and \"Don't Look Up\" and a new season of \"The Witcher.\"Industry analysts had projected Netflix would add 8.4 million, according to Refinitiv IBES data.The company's global subscriber total reached 221.8 million.Netflix last week raised prices in its biggest market, the United States and Canada, where analysts say growth is stagnating, and is now looking for growth overseas.The company rode a roller coaster during the pandemic, with steep growth early in 2020 when people were staying home and movie theaters were closed, followed by a slowdown in 2021. Netflix picked up more than 36 million customers in 2020, and 18.2 million in 2021.In 2022, Netflix's subscriber growth had been expected to stabilize and return to the pace logged before the pandemic, analysts say. The company's upcoming slate includes new installments of \"Ozark,\" \"Bridgerton\" and \"Stranger Things\" and a three-part Kanye West documentary.But competitors including Walt Disney Co and AT&T Inc's HBO Max, are pouring billions into creating new programming to grab a share of the streaming market.Netflix reported fourth-quarter revenue of $7.71 billion, in line with estimates of $7.71 billion.","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":2254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698153927,"gmtCreate":1640324760643,"gmtModify":1640324760643,"author":{"id":"4100147008994340","authorId":"4100147008994340","name":"dominicou","avatar":"https://static.tigerbbs.com/467e4594a64b47ac6a689bddd1102529","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100147008994340","idStr":"4100147008994340"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698153927","repostId":"1117383431","repostType":4,"repost":{"id":"1117383431","kind":"news","pubTimestamp":1640317475,"share":"https://www.laohu8.com/m/news/1117383431?lang=zh_CN&edition=full","pubTime":"2021-12-24 11:44","market":"us","language":"en","title":"Here are Warren Buffett's 8 highlights of 2021<blockquote>以下是沃伦·巴菲特2021年的8大亮点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1117383431","media":"Markets insider","summary":"Warren Buffett revealed 2 big bets, defended his tax habits, and admitted several mistakes this year","content":"<p>Warren Buffett revealed 2 big bets, defended his tax habits, and admitted several mistakes this year. Here are his 8 highlights of 2021.</p><p><blockquote>沃伦·巴菲特透露了两个大赌注，为自己的纳税习惯辩护，并承认了今年的几个错误。以下是他2021年的8大亮点。</blockquote></p><p> <ul> <li>Warren Buffett revealed two big bets, admitted mistakes, and complained about speculators this year.</li> <li>The Berkshire Hathaway chief defended his tax practices<b> and made a fortune on Apple.</b></li> <li><b>Here are billionaire investor Buffett's eight highlights of 2021.</b></li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45e08085f6ee8a3866f2c0f78fdc0f63\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Warren Buffett.</span></p><p><blockquote><ul><li>沃伦·巴菲特今年透露了两次大赌注，承认了错误，并抱怨投机者。</li><li>伯克希尔哈撒韦公司首席执行官为他的税务行为辩护<b>在苹果上发了大财。</b></li><li><b>以下是亿万富翁投资者巴菲特2021年的八大亮点。</b></li></ul><p class=\"t-img-caption\"><span>沃伦·巴菲特。</span></p></blockquote></p><p> Warren Buffett revealed a couple of billion-dollar investments, owned up to making several mistakes, and bemoaned the rampant speculation in markets this year.</p><p><blockquote>沃伦·巴菲特透露了数十亿美元的投资，承认犯了几个错误，并对今年市场上猖獗的投机行为表示遗憾。</blockquote></p><p> The renowned investor and Berkshire Hathaway CEO also weathered a tax exposé, resigned as a trustee of The Bill & Melinda Gates Foundation, reflected on his decades-long friendship with Charlie Munger, and saw his Apple investment soared in value.</p><p><blockquote>这位著名投资者兼Berkshire Hathaway首席执行官还经受住了税务曝光，辞去了Bill&Melinda Gates基金会受托人的职务，反思了他与查理·芒格数十年的友谊，并看到他在苹果的投资价值飙升。</blockquote></p><p> <b>Here are the 8 highlights of Buffett's year:</b></p><p><blockquote><b>以下是巴菲特这一年的8大亮点：</b></blockquote></p><p> <b>Chevron and Verizon</b></p><p><blockquote><b>雪佛龙和威瑞森</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a6a660c35780e87560d9d7518a755bf\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>CNBC</span></p><p><blockquote><p class=\"t-img-caption\"><span>CNBC</span></p></blockquote></p><p> Buffett started the year in style with his fourth-quarter portfolio update in February. He revealed a $4.1 billion stake in Chevron and a $8.6 billion position in Verizon, answering the question of which mystery stocks he had been buying in recent months.</p><p><blockquote>巴菲特在二月份更新了第四季度投资组合，以时尚的方式开启了新的一年。他透露了41亿美元的雪佛龙股份和86亿美元的威瑞森头寸，回答了他最近几个月一直在购买哪些神秘股票的问题。</blockquote></p><p> Berkshire also trimmed the largest position in its portfolio,Apple, by 6%. Moreover, it halved its Wells Fargo holdings and exited JPMorgan,PNC, and M&T after slashing its positions in those banks in 2020.</p><p><blockquote>Berkshire还将其投资组合中最大的持仓苹果削减了6%。此外，该公司在2020年削减了在摩根大通、PNC和M&T银行的头寸后，将其持有的富国银行股份减半，并退出了这些银行。</blockquote></p><p> <b>The shareholder letter</b></p><p><blockquote><b>股东信</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce8d9ea154fd9ca33192159634e60af4\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Warren Buffett</span></p><p><blockquote><p class=\"t-img-caption\"><span>沃伦·巴菲特</span></p></blockquote></p><p> Buffett published his annual letter to shareholders in February. The investor admitted to overpaying when he acquired Precision Castparts in 2016, trumpeted a bunch of Berkshire's subsidiaries, and contrasted his long-term shareholders with the speculators flocking to trendy assets such as meme stocks and cryptocurrencies.</p><p><blockquote>巴菲特在二月份发表了致股东的年度信。这位投资者承认，他在2016年收购Precision Castparts时支付了过高的价格，大肆宣传了伯克希尔的一系列子公司，并将他的长期股东与涌向模因股票和加密货币等时尚资产的投机者进行了对比。</blockquote></p><p> <b>The annual meeting</b></p><p><blockquote><b>年会</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f9312fb972e2aa68627183025b2f91e\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Berkshire Hathaway CEO Warren Buffett talks to reporters while holding an ice cream at a trade show during the company's annual meeting in Omaha, Nebraska May 3, 2014.</span></p><p><blockquote><p class=\"t-img-caption\"><span>2014年5月3日，在内布拉斯加州奥马哈举行的公司年会上，伯克希尔·哈撒韦公司首席执行官沃伦·巴菲特在贸易展上拿着冰淇淋与记者交谈。</span></p></blockquote></p><p> Buffett warned rookie traders not to get cocky, bemoaned the lack of bargains in the market, rang the inflation alarm, and admitted to buying \"so-so\" stocks during Berkshire's annual shareholder meeting in May.</p><p><blockquote>巴菲特警告菜鸟交易员不要自大，哀叹市场缺乏便宜货，敲响通胀警报，并承认在伯克希尔5月份的年度股东大会期间买入了“马马虎虎”的股票。</blockquote></p><p> The investor also complained about the surge in people treating the stock market like a casino. Moreover, he acknowledged that trimming his Apple stake and selling Costco were likely mistakes, and suggested he avoided bailing out the \"big four\" US airlines by exiting his positions in them in April 2020.</p><p><blockquote>这位投资者还抱怨说，越来越多的人将股市视为赌场。此外，他承认削减苹果股份和出售Costco可能是错误，并建议他通过在2020年4月退出美国“四大”航空公司的头寸来避免救助这些公司。</blockquote></p><p> <b>The tax fracas</b></p><p><blockquote><b>税收失败</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61a44f30c0a7e35f28da432b35a28cf3\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Warren Buffett</span></p><p><blockquote><p class=\"t-img-caption\"><span>沃伦·巴菲特</span></p></blockquote></p><p> Buffett came under fire in June after ProPublica secured the tax returns of some of the wealthiest Americans, and reported the investor paid only $25 million in federal income tax between 2014 and 2018.</p><p><blockquote>6月份，ProPublica获得了一些最富有的美国人的纳税申报表，并报告称该投资者在2014年至2018年间仅缴纳了2500万美元的联邦所得税，巴菲特受到了批评。</blockquote></p><p> The Berkshire boss defended himself by noting that he's pledged to give over 99% of his net worth to philanthropic causes, and has already donated about half of his Berkshire \"A\" shares since 2006.</p><p><blockquote>这位伯克希尔老板为自己辩护说，他承诺将超过99%的净资产捐给慈善事业，并且自2006年以来已经捐赠了大约一半的伯克希尔“A”股。</blockquote></p><p> <b>The Gates Foundation</b></p><p><blockquote><b>盖茨基金会</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f51d18855fcf5c00bab6b290a5814dd9\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Paul Sakuma/AP Photo</span></p><p><blockquote><p class=\"t-img-caption\"><span>保罗·佐久间/美联社照片</span></p></blockquote></p><p> Buffett resigned as a trustee of the Bill & Melinda Gates Foundation in June. The investor explained that he was barely involved in the foundation's work, and had already stepped down from all corporate boards except his own.</p><p><blockquote>今年6月，巴菲特辞去了比尔及梅琳达·盖茨基金会受托人的职务。这位投资者解释说，他几乎没有参与基金会的工作，并且已经辞去了除自己以外的所有公司董事会的职务。</blockquote></p><p> He also highlighted his annual donation of $4.1 billion in total to five charities, including the Gates Foundation.</p><p><blockquote>他还强调了他每年向包括盖茨基金会在内的五家慈善机构捐赠总计41亿美元的资金。</blockquote></p><p> <b>Friendship with Charlie Munger</b></p><p><blockquote><b>与查理·芒格的友谊</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad9020f65431108ca2a38c0e654349a2\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>SCOTT MORGAN/REUTERS</span></p><p><blockquote><p class=\"t-img-caption\"><span>斯科特·摩根/路透社</span></p></blockquote></p><p> Buffett and his business partner, Charlie Munger, discussed their decades-long friendship in a CNBC interview that aired in June.</p><p><blockquote>巴菲特和他的商业伙伴查理·芒格在6月份播出的CNBC采访中讨论了他们数十年的友谊。</blockquote></p><p></p><p> The pair sharply criticized Robinhood, and Munger called for tighter regulations on derivatives trading after Archegos Capital's meltdown. Buffett underlined the immense contribution that Munger has made to his life.</p><p><blockquote>两人尖锐地批评了Robinhood，芒格在Archegos Capital崩溃后呼吁对衍生品交易进行更严格的监管。巴菲特强调了芒格对他一生做出的巨大贡献。</blockquote></p><p> <b>Buybacks, cash, and stock sales</b></p><p><blockquote><b>回购、现金和股票销售</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9bfba0cfd98eca4c346f1fc53e1dd9bf\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Warren Buffett</span></p><p><blockquote><p class=\"t-img-caption\"><span>沃伦·巴菲特</span></p></blockquote></p><p> Berkshire's third-quarter earnings underlined how hard it has been for Buffett to find bargain stocks and businesses this year. That has prompted him to stockpile cash and ramp up share buybacks.</p><p><blockquote>伯克希尔第三季度财报突显了巴菲特今年寻找廉价股票和企业的难度。这促使他储备现金并加大股票回购力度。</blockquote></p><p> The conglomerate sold a net $7 billion of stock in the year to September 30, revealed it was on track to repurchase a record $25 billion of stock this year, and grew its cash pile to an unprecedented $149 billion.</p><p><blockquote>截至9月30日的一年里，该集团净出售了70亿美元的股票，并透露今年有望回购创纪录的250亿美元股票，并将现金储备增至前所未有的1490亿美元。</blockquote></p><p> <b>The Apple bet</b></p><p><blockquote><b>苹果赌注</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a735713e1ca5629e3e229ed80ea7fbb\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Warren Buffett</span></p><p><blockquote><p class=\"t-img-caption\"><span>沃伦·巴菲特</span></p></blockquote></p><p> Buffett's biggest success this year might well be his Apple investment.</p><p><blockquote>巴菲特今年最大的成功很可能是他在苹果的投资。</blockquote></p><p> The investor plowed $36 billion into the iPhone maker between 2016 and 2018. The stock has surged by about a third this year, boosting the value of Berkshire's stake to more than $150 billion as of mid-December.</p><p><blockquote>该投资者在2016年至2018年间向这家iPhone制造商投入了360亿美元。该股今年已飙升约三分之一，截至12月中旬，伯克希尔的持股价值已超过1500亿美元。</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>Here are Warren Buffett's 8 highlights of 2021<blockquote>以下是沃伦·巴菲特2021年的8大亮点</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\">\nHere are Warren Buffett's 8 highlights of 2021<blockquote>以下是沃伦·巴菲特2021年的8大亮点</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Markets insider</strong><span class=\"h-time small\">2021-12-24 11:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Warren Buffett revealed 2 big bets, defended his tax habits, and admitted several mistakes this year. Here are his 8 highlights of 2021.</p><p><blockquote>沃伦·巴菲特透露了两个大赌注，为自己的纳税习惯辩护，并承认了今年的几个错误。以下是他2021年的8大亮点。</blockquote></p><p> <ul> <li>Warren Buffett revealed two big bets, admitted mistakes, and complained about speculators this year.</li> <li>The Berkshire Hathaway chief defended his tax practices<b> and made a fortune on Apple.</b></li> <li><b>Here are billionaire investor Buffett's eight highlights of 2021.</b></li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45e08085f6ee8a3866f2c0f78fdc0f63\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Warren Buffett.</span></p><p><blockquote><ul><li>沃伦·巴菲特今年透露了两次大赌注，承认了错误，并抱怨投机者。</li><li>伯克希尔哈撒韦公司首席执行官为他的税务行为辩护<b>在苹果上发了大财。</b></li><li><b>以下是亿万富翁投资者巴菲特2021年的八大亮点。</b></li></ul><p class=\"t-img-caption\"><span>沃伦·巴菲特。</span></p></blockquote></p><p> Warren Buffett revealed a couple of billion-dollar investments, owned up to making several mistakes, and bemoaned the rampant speculation in markets this year.</p><p><blockquote>沃伦·巴菲特透露了数十亿美元的投资，承认犯了几个错误，并对今年市场上猖獗的投机行为表示遗憾。</blockquote></p><p> The renowned investor and Berkshire Hathaway CEO also weathered a tax exposé, resigned as a trustee of The Bill & Melinda Gates Foundation, reflected on his decades-long friendship with Charlie Munger, and saw his Apple investment soared in value.</p><p><blockquote>这位著名投资者兼Berkshire Hathaway首席执行官还经受住了税务曝光，辞去了Bill&Melinda Gates基金会受托人的职务，反思了他与查理·芒格数十年的友谊，并看到他在苹果的投资价值飙升。</blockquote></p><p> <b>Here are the 8 highlights of Buffett's year:</b></p><p><blockquote><b>以下是巴菲特这一年的8大亮点：</b></blockquote></p><p> <b>Chevron and Verizon</b></p><p><blockquote><b>雪佛龙和威瑞森</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a6a660c35780e87560d9d7518a755bf\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>CNBC</span></p><p><blockquote><p class=\"t-img-caption\"><span>CNBC</span></p></blockquote></p><p> Buffett started the year in style with his fourth-quarter portfolio update in February. He revealed a $4.1 billion stake in Chevron and a $8.6 billion position in Verizon, answering the question of which mystery stocks he had been buying in recent months.</p><p><blockquote>巴菲特在二月份更新了第四季度投资组合，以时尚的方式开启了新的一年。他透露了41亿美元的雪佛龙股份和86亿美元的威瑞森头寸，回答了他最近几个月一直在购买哪些神秘股票的问题。</blockquote></p><p> Berkshire also trimmed the largest position in its portfolio,Apple, by 6%. Moreover, it halved its Wells Fargo holdings and exited JPMorgan,PNC, and M&T after slashing its positions in those banks in 2020.</p><p><blockquote>Berkshire还将其投资组合中最大的持仓苹果削减了6%。此外，该公司在2020年削减了在摩根大通、PNC和M&T银行的头寸后，将其持有的富国银行股份减半，并退出了这些银行。</blockquote></p><p> <b>The shareholder letter</b></p><p><blockquote><b>股东信</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce8d9ea154fd9ca33192159634e60af4\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Warren Buffett</span></p><p><blockquote><p class=\"t-img-caption\"><span>沃伦·巴菲特</span></p></blockquote></p><p> Buffett published his annual letter to shareholders in February. The investor admitted to overpaying when he acquired Precision Castparts in 2016, trumpeted a bunch of Berkshire's subsidiaries, and contrasted his long-term shareholders with the speculators flocking to trendy assets such as meme stocks and cryptocurrencies.</p><p><blockquote>巴菲特在二月份发表了致股东的年度信。这位投资者承认，他在2016年收购Precision Castparts时支付了过高的价格，大肆宣传了伯克希尔的一系列子公司，并将他的长期股东与涌向模因股票和加密货币等时尚资产的投机者进行了对比。</blockquote></p><p> <b>The annual meeting</b></p><p><blockquote><b>年会</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f9312fb972e2aa68627183025b2f91e\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Berkshire Hathaway CEO Warren Buffett talks to reporters while holding an ice cream at a trade show during the company's annual meeting in Omaha, Nebraska May 3, 2014.</span></p><p><blockquote><p class=\"t-img-caption\"><span>2014年5月3日，在内布拉斯加州奥马哈举行的公司年会上，伯克希尔·哈撒韦公司首席执行官沃伦·巴菲特在贸易展上拿着冰淇淋与记者交谈。</span></p></blockquote></p><p> Buffett warned rookie traders not to get cocky, bemoaned the lack of bargains in the market, rang the inflation alarm, and admitted to buying \"so-so\" stocks during Berkshire's annual shareholder meeting in May.</p><p><blockquote>巴菲特警告菜鸟交易员不要自大，哀叹市场缺乏便宜货，敲响通胀警报，并承认在伯克希尔5月份的年度股东大会期间买入了“马马虎虎”的股票。</blockquote></p><p> The investor also complained about the surge in people treating the stock market like a casino. Moreover, he acknowledged that trimming his Apple stake and selling Costco were likely mistakes, and suggested he avoided bailing out the \"big four\" US airlines by exiting his positions in them in April 2020.</p><p><blockquote>这位投资者还抱怨说，越来越多的人将股市视为赌场。此外，他承认削减苹果股份和出售Costco可能是错误，并建议他通过在2020年4月退出美国“四大”航空公司的头寸来避免救助这些公司。</blockquote></p><p> <b>The tax fracas</b></p><p><blockquote><b>税收失败</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61a44f30c0a7e35f28da432b35a28cf3\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Warren Buffett</span></p><p><blockquote><p class=\"t-img-caption\"><span>沃伦·巴菲特</span></p></blockquote></p><p> Buffett came under fire in June after ProPublica secured the tax returns of some of the wealthiest Americans, and reported the investor paid only $25 million in federal income tax between 2014 and 2018.</p><p><blockquote>6月份，ProPublica获得了一些最富有的美国人的纳税申报表，并报告称该投资者在2014年至2018年间仅缴纳了2500万美元的联邦所得税，巴菲特受到了批评。</blockquote></p><p> The Berkshire boss defended himself by noting that he's pledged to give over 99% of his net worth to philanthropic causes, and has already donated about half of his Berkshire \"A\" shares since 2006.</p><p><blockquote>这位伯克希尔老板为自己辩护说，他承诺将超过99%的净资产捐给慈善事业，并且自2006年以来已经捐赠了大约一半的伯克希尔“A”股。</blockquote></p><p> <b>The Gates Foundation</b></p><p><blockquote><b>盖茨基金会</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f51d18855fcf5c00bab6b290a5814dd9\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Paul Sakuma/AP Photo</span></p><p><blockquote><p class=\"t-img-caption\"><span>保罗·佐久间/美联社照片</span></p></blockquote></p><p> Buffett resigned as a trustee of the Bill & Melinda Gates Foundation in June. The investor explained that he was barely involved in the foundation's work, and had already stepped down from all corporate boards except his own.</p><p><blockquote>今年6月，巴菲特辞去了比尔及梅琳达·盖茨基金会受托人的职务。这位投资者解释说，他几乎没有参与基金会的工作，并且已经辞去了除自己以外的所有公司董事会的职务。</blockquote></p><p> He also highlighted his annual donation of $4.1 billion in total to five charities, including the Gates Foundation.</p><p><blockquote>他还强调了他每年向包括盖茨基金会在内的五家慈善机构捐赠总计41亿美元的资金。</blockquote></p><p> <b>Friendship with Charlie Munger</b></p><p><blockquote><b>与查理·芒格的友谊</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad9020f65431108ca2a38c0e654349a2\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>SCOTT MORGAN/REUTERS</span></p><p><blockquote><p class=\"t-img-caption\"><span>斯科特·摩根/路透社</span></p></blockquote></p><p> Buffett and his business partner, Charlie Munger, discussed their decades-long friendship in a CNBC interview that aired in June.</p><p><blockquote>巴菲特和他的商业伙伴查理·芒格在6月份播出的CNBC采访中讨论了他们数十年的友谊。</blockquote></p><p></p><p> The pair sharply criticized Robinhood, and Munger called for tighter regulations on derivatives trading after Archegos Capital's meltdown. Buffett underlined the immense contribution that Munger has made to his life.</p><p><blockquote>两人尖锐地批评了Robinhood，芒格在Archegos Capital崩溃后呼吁对衍生品交易进行更严格的监管。巴菲特强调了芒格对他一生做出的巨大贡献。</blockquote></p><p> <b>Buybacks, cash, and stock sales</b></p><p><blockquote><b>回购、现金和股票销售</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9bfba0cfd98eca4c346f1fc53e1dd9bf\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Warren Buffett</span></p><p><blockquote><p class=\"t-img-caption\"><span>沃伦·巴菲特</span></p></blockquote></p><p> Berkshire's third-quarter earnings underlined how hard it has been for Buffett to find bargain stocks and businesses this year. That has prompted him to stockpile cash and ramp up share buybacks.</p><p><blockquote>伯克希尔第三季度财报突显了巴菲特今年寻找廉价股票和企业的难度。这促使他储备现金并加大股票回购力度。</blockquote></p><p> The conglomerate sold a net $7 billion of stock in the year to September 30, revealed it was on track to repurchase a record $25 billion of stock this year, and grew its cash pile to an unprecedented $149 billion.</p><p><blockquote>截至9月30日的一年里，该集团净出售了70亿美元的股票，并透露今年有望回购创纪录的250亿美元股票，并将现金储备增至前所未有的1490亿美元。</blockquote></p><p> <b>The Apple bet</b></p><p><blockquote><b>苹果赌注</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a735713e1ca5629e3e229ed80ea7fbb\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Warren Buffett</span></p><p><blockquote><p class=\"t-img-caption\"><span>沃伦·巴菲特</span></p></blockquote></p><p> Buffett's biggest success this year might well be his Apple investment.</p><p><blockquote>巴菲特今年最大的成功很可能是他在苹果的投资。</blockquote></p><p> The investor plowed $36 billion into the iPhone maker between 2016 and 2018. The stock has surged by about a third this year, boosting the value of Berkshire's stake to more than $150 billion as of mid-December.</p><p><blockquote>该投资者在2016年至2018年间向这家iPhone制造商投入了360亿美元。该股今年已飙升约三分之一，截至12月中旬，伯克希尔的持股价值已超过1500亿美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://markets.businessinsider.com/news/stocks/warren-buffett-berkshire-hathaway-stocks-portfolio-taxes-mistakes-review-2021-12\">Markets insider</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","BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"https://markets.businessinsider.com/news/stocks/warren-buffett-berkshire-hathaway-stocks-portfolio-taxes-mistakes-review-2021-12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117383431","content_text":"Warren Buffett revealed 2 big bets, defended his tax habits, and admitted several mistakes this year. Here are his 8 highlights of 2021.\n\nWarren Buffett revealed two big bets, admitted mistakes, and complained about speculators this year.\nThe Berkshire Hathaway chief defended his tax practices and made a fortune on Apple.\nHere are billionaire investor Buffett's eight highlights of 2021.\n\nWarren Buffett.\nWarren Buffett revealed a couple of billion-dollar investments, owned up to making several mistakes, and bemoaned the rampant speculation in markets this year.\nThe renowned investor and Berkshire Hathaway CEO also weathered a tax exposé, resigned as a trustee of The Bill & Melinda Gates Foundation, reflected on his decades-long friendship with Charlie Munger, and saw his Apple investment soared in value.\nHere are the 8 highlights of Buffett's year:\nChevron and Verizon\nCNBC\nBuffett started the year in style with his fourth-quarter portfolio update in February. He revealed a $4.1 billion stake in Chevron and a $8.6 billion position in Verizon, answering the question of which mystery stocks he had been buying in recent months.\nBerkshire also trimmed the largest position in its portfolio,Apple, by 6%. Moreover, it halved its Wells Fargo holdings and exited JPMorgan,PNC, and M&T after slashing its positions in those banks in 2020.\nThe shareholder letter\nWarren Buffett\nBuffett published his annual letter to shareholders in February. The investor admitted to overpaying when he acquired Precision Castparts in 2016, trumpeted a bunch of Berkshire's subsidiaries, and contrasted his long-term shareholders with the speculators flocking to trendy assets such as meme stocks and cryptocurrencies.\nThe annual meeting\nBerkshire Hathaway CEO Warren Buffett talks to reporters while holding an ice cream at a trade show during the company's annual meeting in Omaha, Nebraska May 3, 2014.\nBuffett warned rookie traders not to get cocky, bemoaned the lack of bargains in the market, rang the inflation alarm, and admitted to buying \"so-so\" stocks during Berkshire's annual shareholder meeting in May.\nThe investor also complained about the surge in people treating the stock market like a casino. Moreover, he acknowledged that trimming his Apple stake and selling Costco were likely mistakes, and suggested he avoided bailing out the \"big four\" US airlines by exiting his positions in them in April 2020.\nThe tax fracas\nWarren Buffett\nBuffett came under fire in June after ProPublica secured the tax returns of some of the wealthiest Americans, and reported the investor paid only $25 million in federal income tax between 2014 and 2018.\nThe Berkshire boss defended himself by noting that he's pledged to give over 99% of his net worth to philanthropic causes, and has already donated about half of his Berkshire \"A\" shares since 2006.\nThe Gates Foundation\nPaul Sakuma/AP Photo\nBuffett resigned as a trustee of the Bill & Melinda Gates Foundation in June. The investor explained that he was barely involved in the foundation's work, and had already stepped down from all corporate boards except his own.\nHe also highlighted his annual donation of $4.1 billion in total to five charities, including the Gates Foundation.\nFriendship with Charlie Munger\nSCOTT MORGAN/REUTERS\nBuffett and his business partner, Charlie Munger, discussed their decades-long friendship in a CNBC interview that aired in June.\nThe pair sharply criticized Robinhood, and Munger called for tighter regulations on derivatives trading after Archegos Capital's meltdown. Buffett underlined the immense contribution that Munger has made to his life.\nBuybacks, cash, and stock sales\nWarren Buffett\nBerkshire's third-quarter earnings underlined how hard it has been for Buffett to find bargain stocks and businesses this year. That has prompted him to stockpile cash and ramp up share buybacks.\nThe conglomerate sold a net $7 billion of stock in the year to September 30, revealed it was on track to repurchase a record $25 billion of stock this year, and grew its cash pile to an unprecedented $149 billion.\nThe Apple bet\nWarren Buffett\nBuffett's biggest success this year might well be his Apple investment.\nThe investor plowed $36 billion into the iPhone maker between 2016 and 2018. The stock has surged by about a third this year, boosting the value of Berkshire's stake to more than $150 billion as of mid-December.","news_type":1,"symbols_score_info":{"AAPL":0.9,"BRK.A":0.9,"BRK.B":0.9}},"isVote":1,"tweetType":1,"viewCount":2176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690787684,"gmtCreate":1639709526027,"gmtModify":1639709526027,"author":{"id":"4100147008994340","authorId":"4100147008994340","name":"dominicou","avatar":"https://static.tigerbbs.com/467e4594a64b47ac6a689bddd1102529","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100147008994340","idStr":"4100147008994340"},"themes":[],"htmlText":"Great analysis","listText":"Great analysis","text":"Great analysis","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690787684","repostId":"1141867982","repostType":2,"repost":{"id":"1141867982","kind":"news","pubTimestamp":1639708874,"share":"https://www.laohu8.com/m/news/1141867982?lang=zh_CN&edition=full","pubTime":"2021-12-17 10:41","market":"us","language":"en","title":"Tesla: Cathie Wood's Actions Speak Louder Than Words<blockquote>特斯拉：凯西·伍德的行动胜于雄辩</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1141867982","media":"Seeking Alpha","summary":"Summary\n\nArk Invest continues to sell shares of the EV company.\nWeight in the top fund now is below ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Ark Invest continues to sell shares of the EV company.</li> <li>Weight in the top fund now is below 7.75%.</li> <li>Lack of purchases for undervalued stock is telling.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7aab2de2ec892bafc5a0ef6e0335fec\" tg-width=\"1536\" tg-height=\"1025\" width=\"100%\" height=\"auto\"><span>Justin Sullivan/Getty Images News</span></p><p><blockquote><ul><li>Ark Invest继续出售这家电动汽车公司的股票。</li><li>顶级基金的权重目前低于7.75%。</li><li>缺乏对被低估股票的购买很能说明问题。</li></ul><p class=\"t-img-caption\"><span>贾斯汀·沙利文/盖蒂图片社新闻</span></p></blockquote></p><p> When it comes to electric vehicle maker Tesla (TSLA), one of the biggest and most vocal bulls in recent years has been Cathie Wood. The leader of Ark Investment Management has been all over various financial media preaching her love for the company and its stock. However, despite all the positive sentiment, her firm has been selling Tesla shares in massive amounts recently.</p><p><blockquote>谈到电动汽车制造商特斯拉(TSLA)，近年来最大、最直言不讳的看涨者之一是凯西·伍德(Cathie Wood)。方舟投资管理公司的领导人一直在各种财经媒体上宣扬她对公司及其股票的热爱。然而，尽管情绪积极，她的公司最近仍在大量出售特斯拉股票。</blockquote></p><p> As those who have followed my Tesla coverage here know, I've been tracking Ark Invest's daily Tesla holdings since late March 2020. The stock is held primarily in three of Ark's active ETFs - the Innovation ETF (ARKK), the Autonomous Technology and Robotics ETF (ARKQ), and the Next Generation Internet ETF (ARKW). Recently, Ark Invest launched a Transparency ETF (CTRU) that holds Tesla, but this is an index-based ETF that follows a specific index, and it is very small currently. The Transparency ETF doesn't make large daily allocation moves like the Active ETFs do, so it's not really vital to the argument here today.</p><p><blockquote>正如那些关注我的特斯拉报道的人所知，自2020年3月下旬以来，我一直在跟踪Ark Invest的每日特斯拉持有量。该股票主要由Ark的三只主动ETF持有——创新ETF(ARKK)、自主技术和机器人ETF(ARKQ)和下一代互联网ETF(ARKW)。最近，Ark Invest推出了一只持有特斯拉的透明ETF（CTRU），但这是一只跟踪特定指数的指数型ETF，目前规模非常小。透明度ETF不像主动型ETF那样进行大量的每日配置变动，因此它对于今天的论点并不重要。</blockquote></p><p> For its Active ETFs, Ark Invest sends out a daily e-mail that details the firm's allocation trades. These are specific buys or sells in an individual name to change the stock's weighting in one of the six Active ETFs. There are also position changes daily due to inflows or redemptions, but these are not shown in the e-mail. To see those changes, you have to track holdings daily like I have. The graphic below shows Wednesday's allocation changes for ARKK.</p><p><blockquote>对于其主动ETF，Ark Invest每天都会发送一封电子邮件，详细介绍该公司的配置交易。这些是以个人名义进行的特定买入或卖出，以改变股票在六只活跃ETF之一中的权重。每天也有由于流入或赎回而导致的头寸变化，但这些都没有显示在电子邮件中。要看到这些变化，你必须像我一样每天跟踪持有量。下图显示了周三ARKK的配置变化。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb55e624d01be71b7bccdfe2b1836d3f\" tg-width=\"640\" tg-height=\"525\" width=\"100%\" height=\"auto\"><span>Source: Ark Invest Daily Trades E-mail</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Ark Invest每日交易电子邮件</span></p></blockquote></p><p> ARKK is known as the Ark Invest \"mothership,\" since it's the firm's flagship fund and contains about 52% of the firm's total assets under management. Wednesday's Tesla sale in this ETF was its 12th in the past 19 trading days, and Ark Invest also sold another 22,579 shares on Wednesday in the other two Active ETFs that hold the stock. This continues a selling pattern that started in late July, and Ark Invest hasn't bought Tesla on an allocation basis in any of the three funds since July 7.</p><p><blockquote>ARKK被称为Ark Invest“母舰”，因为它是该公司的旗舰基金，约占该公司管理总资产的52%。周三该ETF的特斯拉抛售是过去19个交易日中的第12次，Ark Invest周三还在持有该股的另外两只活跃ETF中另外出售了22,579股股票。这延续了7月下旬开始的抛售模式，自7月7日以来，Ark Invest尚未在这三只基金中的任何一只基金中以配置的方式购买特斯拉。</blockquote></p><p> Before counting any changes due to inflows and redemptions on Wednesday, the three Tesla sales on Wednesday would put total Tesla holdings in the Active ETFs at about 1.9 million shares. At their individual peaks, these ETFs combined to hold more than 5.575 million shares, so this is a dramatic shift in sentiment for the firm (the individual daily combined total peak for the three ETFs was more than 5.515 million shares).</p><p><blockquote>在计算周三因资金流入和赎回而产生的任何变化之前，特斯拉周三的三笔出售将使特斯拉在主动ETF中的总持有量达到约190万股。在各自的峰值时，这些ETF合计持有超过557.5万股，因此这是该公司情绪的巨大转变（三只ETF的单日合计总峰值超过551.5万股）。</blockquote></p><p> The massive Tesla sales recently are especially strange when you consider last week's CNBC appearance. Cathie Wood was on the network saying how Tesla is undervalued, and she reiterated her $3,000 base case price target on the stock. That was when shares were around $1,050, and yet she sold shares that day and has continued since, despite Tesla shares falling under $930 during Wednesday's trade before rebounding with the market after the Fed decision.</p><p><blockquote>当你考虑到上周CNBC的亮相时，特斯拉最近的大规模销售尤其奇怪。凯西·伍德(Cathie Wood)在网络上表示特斯拉被低估，并重申了该股3,000美元的基本目标价。当时股价约为1,050美元，但她当天出售了股票，此后一直如此，尽管特斯拉股价在周三的交易中跌破930美元，然后在美联储决定后随市场反弹。</blockquote></p><p> Now there will be defenders of Cathie Wood talking about position limits in individual names. Well, Ark Invest actually removed these limitsearlier this year, which previously allowed its ETFs to hold up to 30% in any one particular name. As the chart below will show, Tesla never had a daily ending weight of more than 13% in ARKK, so it's not like shares were ever anywhere near this limit anyway. Cathie Wood has a \"self-imposed restriction\" that prevents any allocation buy any stocks that are over 10% in a fund, but there is no set guideline on when she has to sell any names.</p><p><blockquote>现在将会有凯西·伍德的捍卫者谈论个人名义的头寸限制。Ark Invest实际上在今年早些时候取消了这些限制，此前允许其ETF以任何特定名称持有最多30%的股份。如下图所示，特斯拉在ARKK的日收盘权重从未超过13%，因此股价也从未接近过这一限制。Cathie Wood有一个“自我施加的限制”，阻止任何配置购买基金中超过10%的股票，但对于她何时必须出售任何股票，没有固定的指导方针。</blockquote></p><p> I bring up these percentages because it has to do with Ark's Tesla sales. There will be those saying Cathie sold due to those limits, but that's a false theory. Yes, Tesla shares have certainly rallied in recent years, but when you have a $3,000 price target on the stock, why are you selling under $1,000 currently? Take a look at the chart below, which shows Tesla's weight in ARKK over the past 420 trading days.</p><p><blockquote>我提出这些百分比是因为它与Ark的特斯拉销售额有关。会有人说凯西是因为这些限制而卖出的，但这是一个错误的理论。是的，特斯拉股价近年来确实上涨了，但当你对该股的目标价为3,000美元时，为什么你目前的价格低于1,000美元呢？看看下图，它显示了过去420个交易日特斯拉在ARKK的权重。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/428535a6d7a7e5ffe7a9d198bb5ba675\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"><span>Last data point on chart is for weighting as of 12/15. Source: ARKK website tracked daily</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表上的最后一个数据点是截至12/15的权重。来源：ARKK网站每日追踪</span></p></blockquote></p><p></p><p> Tesla was a 7.73% weight in the flagship fund as of Wednesday. I'll also point out that until last week, Tesla had not been under 8.50% during my tracking period, yet Cathie Wood continues to sell shares even with Tesla's weight at its lowest point in at least 21 months. Previously, when Tesla got back below 10.00%, Ark Invest was usually quick to buy shares again. I will point out that over the past couple of months, about 860,000 shares of her reduced Tesla position has been due to redemptions in her funds as they have crashed from their all-time highs.</p><p><blockquote>截至周三，特斯拉在旗舰基金中的权重为7.73%。我还要指出，直到上周，在我的跟踪期间，特斯拉的股价还没有低于8.50%，但即使特斯拉的权重处于至少21个月以来的最低点，凯西·伍德仍在继续出售股票。此前，当特斯拉股价回到10.00%以下时，Ark Invest通常会很快再次买入股票。我要指出的是，在过去的几个月里，她减少的特斯拉头寸中约有860,000股是由于她的基金从历史高点暴跌而被赎回。</blockquote></p><p> In the end, Cathie Wood's actions regarding Tesla are quite contrary to the statements she has made. The fund manager on Wednesday continued to sell shares in the EV maker, despite it already being at its lowest weight in her flagship fund in more than 400 trading days. Across the three active Ark Invest ETFs, the total holding of shares has come down by nearly two-thirds, although a little less than a quarter of that decline has been due to redemptions. It was only last week that she called Tesla undervalued and reiterated a $3,000 price target, but her recent trading history tells a much different story.</p><p><blockquote>最后，凯西·伍德关于特斯拉的行为与她所做的声明完全相反。这位基金经理周三继续出售这家电动汽车制造商的股票，尽管该公司在其旗舰基金中的权重已经处于400多个交易日以来的最低水平。在三只活跃的Ark Invest ETF中，股票总持有量下降了近三分之二，尽管其中不到四分之一的下降是由于赎回造成的。就在上周，她称特斯拉被低估，并重申了3000美元的目标价，但她最近的交易历史却讲述了一个截然不同的故事。</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>Tesla: Cathie Wood's Actions Speak Louder Than Words<blockquote>特斯拉：凯西·伍德的行动胜于雄辩</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\">\nTesla: Cathie Wood's Actions Speak Louder Than Words<blockquote>特斯拉：凯西·伍德的行动胜于雄辩</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-17 10:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Ark Invest continues to sell shares of the EV company.</li> <li>Weight in the top fund now is below 7.75%.</li> <li>Lack of purchases for undervalued stock is telling.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7aab2de2ec892bafc5a0ef6e0335fec\" tg-width=\"1536\" tg-height=\"1025\" width=\"100%\" height=\"auto\"><span>Justin Sullivan/Getty Images News</span></p><p><blockquote><ul><li>Ark Invest继续出售这家电动汽车公司的股票。</li><li>顶级基金的权重目前低于7.75%。</li><li>缺乏对被低估股票的购买很能说明问题。</li></ul><p class=\"t-img-caption\"><span>贾斯汀·沙利文/盖蒂图片社新闻</span></p></blockquote></p><p> When it comes to electric vehicle maker Tesla (TSLA), one of the biggest and most vocal bulls in recent years has been Cathie Wood. The leader of Ark Investment Management has been all over various financial media preaching her love for the company and its stock. However, despite all the positive sentiment, her firm has been selling Tesla shares in massive amounts recently.</p><p><blockquote>谈到电动汽车制造商特斯拉(TSLA)，近年来最大、最直言不讳的看涨者之一是凯西·伍德(Cathie Wood)。方舟投资管理公司的领导人一直在各种财经媒体上宣扬她对公司及其股票的热爱。然而，尽管情绪积极，她的公司最近仍在大量出售特斯拉股票。</blockquote></p><p> As those who have followed my Tesla coverage here know, I've been tracking Ark Invest's daily Tesla holdings since late March 2020. The stock is held primarily in three of Ark's active ETFs - the Innovation ETF (ARKK), the Autonomous Technology and Robotics ETF (ARKQ), and the Next Generation Internet ETF (ARKW). Recently, Ark Invest launched a Transparency ETF (CTRU) that holds Tesla, but this is an index-based ETF that follows a specific index, and it is very small currently. The Transparency ETF doesn't make large daily allocation moves like the Active ETFs do, so it's not really vital to the argument here today.</p><p><blockquote>正如那些关注我的特斯拉报道的人所知，自2020年3月下旬以来，我一直在跟踪Ark Invest的每日特斯拉持有量。该股票主要由Ark的三只主动ETF持有——创新ETF(ARKK)、自主技术和机器人ETF(ARKQ)和下一代互联网ETF(ARKW)。最近，Ark Invest推出了一只持有特斯拉的透明ETF（CTRU），但这是一只跟踪特定指数的指数型ETF，目前规模非常小。透明度ETF不像主动型ETF那样进行大量的每日配置变动，因此它对于今天的论点并不重要。</blockquote></p><p> For its Active ETFs, Ark Invest sends out a daily e-mail that details the firm's allocation trades. These are specific buys or sells in an individual name to change the stock's weighting in one of the six Active ETFs. There are also position changes daily due to inflows or redemptions, but these are not shown in the e-mail. To see those changes, you have to track holdings daily like I have. The graphic below shows Wednesday's allocation changes for ARKK.</p><p><blockquote>对于其主动ETF，Ark Invest每天都会发送一封电子邮件，详细介绍该公司的配置交易。这些是以个人名义进行的特定买入或卖出，以改变股票在六只活跃ETF之一中的权重。每天也有由于流入或赎回而导致的头寸变化，但这些都没有显示在电子邮件中。要看到这些变化，你必须像我一样每天跟踪持有量。下图显示了周三ARKK的配置变化。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb55e624d01be71b7bccdfe2b1836d3f\" tg-width=\"640\" tg-height=\"525\" width=\"100%\" height=\"auto\"><span>Source: Ark Invest Daily Trades E-mail</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Ark Invest每日交易电子邮件</span></p></blockquote></p><p> ARKK is known as the Ark Invest \"mothership,\" since it's the firm's flagship fund and contains about 52% of the firm's total assets under management. Wednesday's Tesla sale in this ETF was its 12th in the past 19 trading days, and Ark Invest also sold another 22,579 shares on Wednesday in the other two Active ETFs that hold the stock. This continues a selling pattern that started in late July, and Ark Invest hasn't bought Tesla on an allocation basis in any of the three funds since July 7.</p><p><blockquote>ARKK被称为Ark Invest“母舰”，因为它是该公司的旗舰基金，约占该公司管理总资产的52%。周三该ETF的特斯拉抛售是过去19个交易日中的第12次，Ark Invest周三还在持有该股的另外两只活跃ETF中另外出售了22,579股股票。这延续了7月下旬开始的抛售模式，自7月7日以来，Ark Invest尚未在这三只基金中的任何一只基金中以配置的方式购买特斯拉。</blockquote></p><p> Before counting any changes due to inflows and redemptions on Wednesday, the three Tesla sales on Wednesday would put total Tesla holdings in the Active ETFs at about 1.9 million shares. At their individual peaks, these ETFs combined to hold more than 5.575 million shares, so this is a dramatic shift in sentiment for the firm (the individual daily combined total peak for the three ETFs was more than 5.515 million shares).</p><p><blockquote>在计算周三因资金流入和赎回而产生的任何变化之前，特斯拉周三的三笔出售将使特斯拉在主动ETF中的总持有量达到约190万股。在各自的峰值时，这些ETF合计持有超过557.5万股，因此这是该公司情绪的巨大转变（三只ETF的单日合计总峰值超过551.5万股）。</blockquote></p><p> The massive Tesla sales recently are especially strange when you consider last week's CNBC appearance. Cathie Wood was on the network saying how Tesla is undervalued, and she reiterated her $3,000 base case price target on the stock. That was when shares were around $1,050, and yet she sold shares that day and has continued since, despite Tesla shares falling under $930 during Wednesday's trade before rebounding with the market after the Fed decision.</p><p><blockquote>当你考虑到上周CNBC的亮相时，特斯拉最近的大规模销售尤其奇怪。凯西·伍德(Cathie Wood)在网络上表示特斯拉被低估，并重申了该股3,000美元的基本目标价。当时股价约为1,050美元，但她当天出售了股票，此后一直如此，尽管特斯拉股价在周三的交易中跌破930美元，然后在美联储决定后随市场反弹。</blockquote></p><p> Now there will be defenders of Cathie Wood talking about position limits in individual names. Well, Ark Invest actually removed these limitsearlier this year, which previously allowed its ETFs to hold up to 30% in any one particular name. As the chart below will show, Tesla never had a daily ending weight of more than 13% in ARKK, so it's not like shares were ever anywhere near this limit anyway. Cathie Wood has a \"self-imposed restriction\" that prevents any allocation buy any stocks that are over 10% in a fund, but there is no set guideline on when she has to sell any names.</p><p><blockquote>现在将会有凯西·伍德的捍卫者谈论个人名义的头寸限制。Ark Invest实际上在今年早些时候取消了这些限制，此前允许其ETF以任何特定名称持有最多30%的股份。如下图所示，特斯拉在ARKK的日收盘权重从未超过13%，因此股价也从未接近过这一限制。Cathie Wood有一个“自我施加的限制”，阻止任何配置购买基金中超过10%的股票，但对于她何时必须出售任何股票，没有固定的指导方针。</blockquote></p><p> I bring up these percentages because it has to do with Ark's Tesla sales. There will be those saying Cathie sold due to those limits, but that's a false theory. Yes, Tesla shares have certainly rallied in recent years, but when you have a $3,000 price target on the stock, why are you selling under $1,000 currently? Take a look at the chart below, which shows Tesla's weight in ARKK over the past 420 trading days.</p><p><blockquote>我提出这些百分比是因为它与Ark的特斯拉销售额有关。会有人说凯西是因为这些限制而卖出的，但这是一个错误的理论。是的，特斯拉股价近年来确实上涨了，但当你对该股的目标价为3,000美元时，为什么你目前的价格低于1,000美元呢？看看下图，它显示了过去420个交易日特斯拉在ARKK的权重。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/428535a6d7a7e5ffe7a9d198bb5ba675\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"><span>Last data point on chart is for weighting as of 12/15. Source: ARKK website tracked daily</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表上的最后一个数据点是截至12/15的权重。来源：ARKK网站每日追踪</span></p></blockquote></p><p></p><p> Tesla was a 7.73% weight in the flagship fund as of Wednesday. I'll also point out that until last week, Tesla had not been under 8.50% during my tracking period, yet Cathie Wood continues to sell shares even with Tesla's weight at its lowest point in at least 21 months. Previously, when Tesla got back below 10.00%, Ark Invest was usually quick to buy shares again. I will point out that over the past couple of months, about 860,000 shares of her reduced Tesla position has been due to redemptions in her funds as they have crashed from their all-time highs.</p><p><blockquote>截至周三，特斯拉在旗舰基金中的权重为7.73%。我还要指出，直到上周，在我的跟踪期间，特斯拉的股价还没有低于8.50%，但即使特斯拉的权重处于至少21个月以来的最低点，凯西·伍德仍在继续出售股票。此前，当特斯拉股价回到10.00%以下时，Ark Invest通常会很快再次买入股票。我要指出的是，在过去的几个月里，她减少的特斯拉头寸中约有860,000股是由于她的基金从历史高点暴跌而被赎回。</blockquote></p><p> In the end, Cathie Wood's actions regarding Tesla are quite contrary to the statements she has made. The fund manager on Wednesday continued to sell shares in the EV maker, despite it already being at its lowest weight in her flagship fund in more than 400 trading days. Across the three active Ark Invest ETFs, the total holding of shares has come down by nearly two-thirds, although a little less than a quarter of that decline has been due to redemptions. It was only last week that she called Tesla undervalued and reiterated a $3,000 price target, but her recent trading history tells a much different story.</p><p><blockquote>最后，凯西·伍德关于特斯拉的行为与她所做的声明完全相反。这位基金经理周三继续出售这家电动汽车制造商的股票，尽管该公司在其旗舰基金中的权重已经处于400多个交易日以来的最低水平。在三只活跃的Ark Invest ETF中，股票总持有量下降了近三分之二，尽管其中不到四分之一的下降是由于赎回造成的。就在上周，她称特斯拉被低估，并重申了3000美元的目标价，但她最近的交易历史却讲述了一个截然不同的故事。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4475631-tesla-cathie-wood-share-sales\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKG":"ARK Genomic Revolution ETF","ARKK":"ARK Innovation ETF","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4475631-tesla-cathie-wood-share-sales","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141867982","content_text":"Summary\n\nArk Invest continues to sell shares of the EV company.\nWeight in the top fund now is below 7.75%.\nLack of purchases for undervalued stock is telling.\n\nJustin Sullivan/Getty Images News\nWhen it comes to electric vehicle maker Tesla (TSLA), one of the biggest and most vocal bulls in recent years has been Cathie Wood. The leader of Ark Investment Management has been all over various financial media preaching her love for the company and its stock. However, despite all the positive sentiment, her firm has been selling Tesla shares in massive amounts recently.\nAs those who have followed my Tesla coverage here know, I've been tracking Ark Invest's daily Tesla holdings since late March 2020. The stock is held primarily in three of Ark's active ETFs - the Innovation ETF (ARKK), the Autonomous Technology and Robotics ETF (ARKQ), and the Next Generation Internet ETF (ARKW). Recently, Ark Invest launched a Transparency ETF (CTRU) that holds Tesla, but this is an index-based ETF that follows a specific index, and it is very small currently. The Transparency ETF doesn't make large daily allocation moves like the Active ETFs do, so it's not really vital to the argument here today.\nFor its Active ETFs, Ark Invest sends out a daily e-mail that details the firm's allocation trades. These are specific buys or sells in an individual name to change the stock's weighting in one of the six Active ETFs. There are also position changes daily due to inflows or redemptions, but these are not shown in the e-mail. To see those changes, you have to track holdings daily like I have. The graphic below shows Wednesday's allocation changes for ARKK.\nSource: Ark Invest Daily Trades E-mail\nARKK is known as the Ark Invest \"mothership,\" since it's the firm's flagship fund and contains about 52% of the firm's total assets under management. Wednesday's Tesla sale in this ETF was its 12th in the past 19 trading days, and Ark Invest also sold another 22,579 shares on Wednesday in the other two Active ETFs that hold the stock. This continues a selling pattern that started in late July, and Ark Invest hasn't bought Tesla on an allocation basis in any of the three funds since July 7.\nBefore counting any changes due to inflows and redemptions on Wednesday, the three Tesla sales on Wednesday would put total Tesla holdings in the Active ETFs at about 1.9 million shares. At their individual peaks, these ETFs combined to hold more than 5.575 million shares, so this is a dramatic shift in sentiment for the firm (the individual daily combined total peak for the three ETFs was more than 5.515 million shares).\nThe massive Tesla sales recently are especially strange when you consider last week's CNBC appearance. Cathie Wood was on the network saying how Tesla is undervalued, and she reiterated her $3,000 base case price target on the stock. That was when shares were around $1,050, and yet she sold shares that day and has continued since, despite Tesla shares falling under $930 during Wednesday's trade before rebounding with the market after the Fed decision.\nNow there will be defenders of Cathie Wood talking about position limits in individual names. Well, Ark Invest actually removed these limitsearlier this year, which previously allowed its ETFs to hold up to 30% in any one particular name. As the chart below will show, Tesla never had a daily ending weight of more than 13% in ARKK, so it's not like shares were ever anywhere near this limit anyway. Cathie Wood has a \"self-imposed restriction\" that prevents any allocation buy any stocks that are over 10% in a fund, but there is no set guideline on when she has to sell any names.\nI bring up these percentages because it has to do with Ark's Tesla sales. There will be those saying Cathie sold due to those limits, but that's a false theory. Yes, Tesla shares have certainly rallied in recent years, but when you have a $3,000 price target on the stock, why are you selling under $1,000 currently? Take a look at the chart below, which shows Tesla's weight in ARKK over the past 420 trading days.\nLast data point on chart is for weighting as of 12/15. Source: ARKK website tracked daily\nTesla was a 7.73% weight in the flagship fund as of Wednesday. I'll also point out that until last week, Tesla had not been under 8.50% during my tracking period, yet Cathie Wood continues to sell shares even with Tesla's weight at its lowest point in at least 21 months. Previously, when Tesla got back below 10.00%, Ark Invest was usually quick to buy shares again. I will point out that over the past couple of months, about 860,000 shares of her reduced Tesla position has been due to redemptions in her funds as they have crashed from their all-time highs.\nIn the end, Cathie Wood's actions regarding Tesla are quite contrary to the statements she has made. The fund manager on Wednesday continued to sell shares in the EV maker, despite it already being at its lowest weight in her flagship fund in more than 400 trading days. Across the three active Ark Invest ETFs, the total holding of shares has come down by nearly two-thirds, although a little less than a quarter of that decline has been due to redemptions. It was only last week that she called Tesla undervalued and reiterated a $3,000 price target, but her recent trading history tells a much different story.","news_type":1,"symbols_score_info":{"ARKG":0.9,"ARKK":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690786837,"gmtCreate":1639709150843,"gmtModify":1639709349809,"author":{"id":"4100147008994340","authorId":"4100147008994340","name":"dominicou","avatar":"https://static.tigerbbs.com/467e4594a64b47ac6a689bddd1102529","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100147008994340","idStr":"4100147008994340"},"themes":[],"htmlText":"Woahhh","listText":"Woahhh","text":"Woahhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690786837","repostId":"1143279118","repostType":2,"isVote":1,"tweetType":1,"viewCount":1981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":630374603,"gmtCreate":1642727988302,"gmtModify":1642727988357,"author":{"id":"4100147008994340","authorId":"4100147008994340","name":"dominicou","avatar":"https://static.tigerbbs.com/467e4594a64b47ac6a689bddd1102529","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100147008994340","authorIdStr":"4100147008994340"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/630374603","repostId":"1126061742","repostType":4,"isVote":1,"tweetType":1,"viewCount":2254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698153927,"gmtCreate":1640324760643,"gmtModify":1640324760643,"author":{"id":"4100147008994340","authorId":"4100147008994340","name":"dominicou","avatar":"https://static.tigerbbs.com/467e4594a64b47ac6a689bddd1102529","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100147008994340","authorIdStr":"4100147008994340"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698153927","repostId":"1117383431","repostType":4,"repost":{"id":"1117383431","kind":"news","pubTimestamp":1640317475,"share":"https://www.laohu8.com/m/news/1117383431?lang=zh_CN&edition=full","pubTime":"2021-12-24 11:44","market":"us","language":"en","title":"Here are Warren Buffett's 8 highlights of 2021<blockquote>以下是沃伦·巴菲特2021年的8大亮点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1117383431","media":"Markets insider","summary":"Warren Buffett revealed 2 big bets, defended his tax habits, and admitted several mistakes this year","content":"<p>Warren Buffett revealed 2 big bets, defended his tax habits, and admitted several mistakes this year. Here are his 8 highlights of 2021.</p><p><blockquote>沃伦·巴菲特透露了两个大赌注，为自己的纳税习惯辩护，并承认了今年的几个错误。以下是他2021年的8大亮点。</blockquote></p><p> <ul> <li>Warren Buffett revealed two big bets, admitted mistakes, and complained about speculators this year.</li> <li>The Berkshire Hathaway chief defended his tax practices<b> and made a fortune on Apple.</b></li> <li><b>Here are billionaire investor Buffett's eight highlights of 2021.</b></li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45e08085f6ee8a3866f2c0f78fdc0f63\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Warren Buffett.</span></p><p><blockquote><ul><li>沃伦·巴菲特今年透露了两次大赌注，承认了错误，并抱怨投机者。</li><li>伯克希尔哈撒韦公司首席执行官为他的税务行为辩护<b>在苹果上发了大财。</b></li><li><b>以下是亿万富翁投资者巴菲特2021年的八大亮点。</b></li></ul><p class=\"t-img-caption\"><span>沃伦·巴菲特。</span></p></blockquote></p><p> Warren Buffett revealed a couple of billion-dollar investments, owned up to making several mistakes, and bemoaned the rampant speculation in markets this year.</p><p><blockquote>沃伦·巴菲特透露了数十亿美元的投资，承认犯了几个错误，并对今年市场上猖獗的投机行为表示遗憾。</blockquote></p><p> The renowned investor and Berkshire Hathaway CEO also weathered a tax exposé, resigned as a trustee of The Bill & Melinda Gates Foundation, reflected on his decades-long friendship with Charlie Munger, and saw his Apple investment soared in value.</p><p><blockquote>这位著名投资者兼Berkshire Hathaway首席执行官还经受住了税务曝光，辞去了Bill&Melinda Gates基金会受托人的职务，反思了他与查理·芒格数十年的友谊，并看到他在苹果的投资价值飙升。</blockquote></p><p> <b>Here are the 8 highlights of Buffett's year:</b></p><p><blockquote><b>以下是巴菲特这一年的8大亮点：</b></blockquote></p><p> <b>Chevron and Verizon</b></p><p><blockquote><b>雪佛龙和威瑞森</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a6a660c35780e87560d9d7518a755bf\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>CNBC</span></p><p><blockquote><p class=\"t-img-caption\"><span>CNBC</span></p></blockquote></p><p> Buffett started the year in style with his fourth-quarter portfolio update in February. He revealed a $4.1 billion stake in Chevron and a $8.6 billion position in Verizon, answering the question of which mystery stocks he had been buying in recent months.</p><p><blockquote>巴菲特在二月份更新了第四季度投资组合，以时尚的方式开启了新的一年。他透露了41亿美元的雪佛龙股份和86亿美元的威瑞森头寸，回答了他最近几个月一直在购买哪些神秘股票的问题。</blockquote></p><p> Berkshire also trimmed the largest position in its portfolio,Apple, by 6%. Moreover, it halved its Wells Fargo holdings and exited JPMorgan,PNC, and M&T after slashing its positions in those banks in 2020.</p><p><blockquote>Berkshire还将其投资组合中最大的持仓苹果削减了6%。此外，该公司在2020年削减了在摩根大通、PNC和M&T银行的头寸后，将其持有的富国银行股份减半，并退出了这些银行。</blockquote></p><p> <b>The shareholder letter</b></p><p><blockquote><b>股东信</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce8d9ea154fd9ca33192159634e60af4\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Warren Buffett</span></p><p><blockquote><p class=\"t-img-caption\"><span>沃伦·巴菲特</span></p></blockquote></p><p> Buffett published his annual letter to shareholders in February. The investor admitted to overpaying when he acquired Precision Castparts in 2016, trumpeted a bunch of Berkshire's subsidiaries, and contrasted his long-term shareholders with the speculators flocking to trendy assets such as meme stocks and cryptocurrencies.</p><p><blockquote>巴菲特在二月份发表了致股东的年度信。这位投资者承认，他在2016年收购Precision Castparts时支付了过高的价格，大肆宣传了伯克希尔的一系列子公司，并将他的长期股东与涌向模因股票和加密货币等时尚资产的投机者进行了对比。</blockquote></p><p> <b>The annual meeting</b></p><p><blockquote><b>年会</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f9312fb972e2aa68627183025b2f91e\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Berkshire Hathaway CEO Warren Buffett talks to reporters while holding an ice cream at a trade show during the company's annual meeting in Omaha, Nebraska May 3, 2014.</span></p><p><blockquote><p class=\"t-img-caption\"><span>2014年5月3日，在内布拉斯加州奥马哈举行的公司年会上，伯克希尔·哈撒韦公司首席执行官沃伦·巴菲特在贸易展上拿着冰淇淋与记者交谈。</span></p></blockquote></p><p> Buffett warned rookie traders not to get cocky, bemoaned the lack of bargains in the market, rang the inflation alarm, and admitted to buying \"so-so\" stocks during Berkshire's annual shareholder meeting in May.</p><p><blockquote>巴菲特警告菜鸟交易员不要自大，哀叹市场缺乏便宜货，敲响通胀警报，并承认在伯克希尔5月份的年度股东大会期间买入了“马马虎虎”的股票。</blockquote></p><p> The investor also complained about the surge in people treating the stock market like a casino. Moreover, he acknowledged that trimming his Apple stake and selling Costco were likely mistakes, and suggested he avoided bailing out the \"big four\" US airlines by exiting his positions in them in April 2020.</p><p><blockquote>这位投资者还抱怨说，越来越多的人将股市视为赌场。此外，他承认削减苹果股份和出售Costco可能是错误，并建议他通过在2020年4月退出美国“四大”航空公司的头寸来避免救助这些公司。</blockquote></p><p> <b>The tax fracas</b></p><p><blockquote><b>税收失败</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61a44f30c0a7e35f28da432b35a28cf3\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Warren Buffett</span></p><p><blockquote><p class=\"t-img-caption\"><span>沃伦·巴菲特</span></p></blockquote></p><p> Buffett came under fire in June after ProPublica secured the tax returns of some of the wealthiest Americans, and reported the investor paid only $25 million in federal income tax between 2014 and 2018.</p><p><blockquote>6月份，ProPublica获得了一些最富有的美国人的纳税申报表，并报告称该投资者在2014年至2018年间仅缴纳了2500万美元的联邦所得税，巴菲特受到了批评。</blockquote></p><p> The Berkshire boss defended himself by noting that he's pledged to give over 99% of his net worth to philanthropic causes, and has already donated about half of his Berkshire \"A\" shares since 2006.</p><p><blockquote>这位伯克希尔老板为自己辩护说，他承诺将超过99%的净资产捐给慈善事业，并且自2006年以来已经捐赠了大约一半的伯克希尔“A”股。</blockquote></p><p> <b>The Gates Foundation</b></p><p><blockquote><b>盖茨基金会</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f51d18855fcf5c00bab6b290a5814dd9\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Paul Sakuma/AP Photo</span></p><p><blockquote><p class=\"t-img-caption\"><span>保罗·佐久间/美联社照片</span></p></blockquote></p><p> Buffett resigned as a trustee of the Bill & Melinda Gates Foundation in June. The investor explained that he was barely involved in the foundation's work, and had already stepped down from all corporate boards except his own.</p><p><blockquote>今年6月，巴菲特辞去了比尔及梅琳达·盖茨基金会受托人的职务。这位投资者解释说，他几乎没有参与基金会的工作，并且已经辞去了除自己以外的所有公司董事会的职务。</blockquote></p><p> He also highlighted his annual donation of $4.1 billion in total to five charities, including the Gates Foundation.</p><p><blockquote>他还强调了他每年向包括盖茨基金会在内的五家慈善机构捐赠总计41亿美元的资金。</blockquote></p><p> <b>Friendship with Charlie Munger</b></p><p><blockquote><b>与查理·芒格的友谊</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad9020f65431108ca2a38c0e654349a2\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>SCOTT MORGAN/REUTERS</span></p><p><blockquote><p class=\"t-img-caption\"><span>斯科特·摩根/路透社</span></p></blockquote></p><p> Buffett and his business partner, Charlie Munger, discussed their decades-long friendship in a CNBC interview that aired in June.</p><p><blockquote>巴菲特和他的商业伙伴查理·芒格在6月份播出的CNBC采访中讨论了他们数十年的友谊。</blockquote></p><p></p><p> The pair sharply criticized Robinhood, and Munger called for tighter regulations on derivatives trading after Archegos Capital's meltdown. Buffett underlined the immense contribution that Munger has made to his life.</p><p><blockquote>两人尖锐地批评了Robinhood，芒格在Archegos Capital崩溃后呼吁对衍生品交易进行更严格的监管。巴菲特强调了芒格对他一生做出的巨大贡献。</blockquote></p><p> <b>Buybacks, cash, and stock sales</b></p><p><blockquote><b>回购、现金和股票销售</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9bfba0cfd98eca4c346f1fc53e1dd9bf\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Warren Buffett</span></p><p><blockquote><p class=\"t-img-caption\"><span>沃伦·巴菲特</span></p></blockquote></p><p> Berkshire's third-quarter earnings underlined how hard it has been for Buffett to find bargain stocks and businesses this year. That has prompted him to stockpile cash and ramp up share buybacks.</p><p><blockquote>伯克希尔第三季度财报突显了巴菲特今年寻找廉价股票和企业的难度。这促使他储备现金并加大股票回购力度。</blockquote></p><p> The conglomerate sold a net $7 billion of stock in the year to September 30, revealed it was on track to repurchase a record $25 billion of stock this year, and grew its cash pile to an unprecedented $149 billion.</p><p><blockquote>截至9月30日的一年里，该集团净出售了70亿美元的股票，并透露今年有望回购创纪录的250亿美元股票，并将现金储备增至前所未有的1490亿美元。</blockquote></p><p> <b>The Apple bet</b></p><p><blockquote><b>苹果赌注</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a735713e1ca5629e3e229ed80ea7fbb\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Warren Buffett</span></p><p><blockquote><p class=\"t-img-caption\"><span>沃伦·巴菲特</span></p></blockquote></p><p> Buffett's biggest success this year might well be his Apple investment.</p><p><blockquote>巴菲特今年最大的成功很可能是他在苹果的投资。</blockquote></p><p> The investor plowed $36 billion into the iPhone maker between 2016 and 2018. The stock has surged by about a third this year, boosting the value of Berkshire's stake to more than $150 billion as of mid-December.</p><p><blockquote>该投资者在2016年至2018年间向这家iPhone制造商投入了360亿美元。该股今年已飙升约三分之一，截至12月中旬，伯克希尔的持股价值已超过1500亿美元。</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>Here are Warren Buffett's 8 highlights of 2021<blockquote>以下是沃伦·巴菲特2021年的8大亮点</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\">\nHere are Warren Buffett's 8 highlights of 2021<blockquote>以下是沃伦·巴菲特2021年的8大亮点</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Markets insider</strong><span class=\"h-time small\">2021-12-24 11:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Warren Buffett revealed 2 big bets, defended his tax habits, and admitted several mistakes this year. Here are his 8 highlights of 2021.</p><p><blockquote>沃伦·巴菲特透露了两个大赌注，为自己的纳税习惯辩护，并承认了今年的几个错误。以下是他2021年的8大亮点。</blockquote></p><p> <ul> <li>Warren Buffett revealed two big bets, admitted mistakes, and complained about speculators this year.</li> <li>The Berkshire Hathaway chief defended his tax practices<b> and made a fortune on Apple.</b></li> <li><b>Here are billionaire investor Buffett's eight highlights of 2021.</b></li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45e08085f6ee8a3866f2c0f78fdc0f63\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Warren Buffett.</span></p><p><blockquote><ul><li>沃伦·巴菲特今年透露了两次大赌注，承认了错误，并抱怨投机者。</li><li>伯克希尔哈撒韦公司首席执行官为他的税务行为辩护<b>在苹果上发了大财。</b></li><li><b>以下是亿万富翁投资者巴菲特2021年的八大亮点。</b></li></ul><p class=\"t-img-caption\"><span>沃伦·巴菲特。</span></p></blockquote></p><p> Warren Buffett revealed a couple of billion-dollar investments, owned up to making several mistakes, and bemoaned the rampant speculation in markets this year.</p><p><blockquote>沃伦·巴菲特透露了数十亿美元的投资，承认犯了几个错误，并对今年市场上猖獗的投机行为表示遗憾。</blockquote></p><p> The renowned investor and Berkshire Hathaway CEO also weathered a tax exposé, resigned as a trustee of The Bill & Melinda Gates Foundation, reflected on his decades-long friendship with Charlie Munger, and saw his Apple investment soared in value.</p><p><blockquote>这位著名投资者兼Berkshire Hathaway首席执行官还经受住了税务曝光，辞去了Bill&Melinda Gates基金会受托人的职务，反思了他与查理·芒格数十年的友谊，并看到他在苹果的投资价值飙升。</blockquote></p><p> <b>Here are the 8 highlights of Buffett's year:</b></p><p><blockquote><b>以下是巴菲特这一年的8大亮点：</b></blockquote></p><p> <b>Chevron and Verizon</b></p><p><blockquote><b>雪佛龙和威瑞森</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a6a660c35780e87560d9d7518a755bf\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>CNBC</span></p><p><blockquote><p class=\"t-img-caption\"><span>CNBC</span></p></blockquote></p><p> Buffett started the year in style with his fourth-quarter portfolio update in February. He revealed a $4.1 billion stake in Chevron and a $8.6 billion position in Verizon, answering the question of which mystery stocks he had been buying in recent months.</p><p><blockquote>巴菲特在二月份更新了第四季度投资组合，以时尚的方式开启了新的一年。他透露了41亿美元的雪佛龙股份和86亿美元的威瑞森头寸，回答了他最近几个月一直在购买哪些神秘股票的问题。</blockquote></p><p> Berkshire also trimmed the largest position in its portfolio,Apple, by 6%. Moreover, it halved its Wells Fargo holdings and exited JPMorgan,PNC, and M&T after slashing its positions in those banks in 2020.</p><p><blockquote>Berkshire还将其投资组合中最大的持仓苹果削减了6%。此外，该公司在2020年削减了在摩根大通、PNC和M&T银行的头寸后，将其持有的富国银行股份减半，并退出了这些银行。</blockquote></p><p> <b>The shareholder letter</b></p><p><blockquote><b>股东信</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce8d9ea154fd9ca33192159634e60af4\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Warren Buffett</span></p><p><blockquote><p class=\"t-img-caption\"><span>沃伦·巴菲特</span></p></blockquote></p><p> Buffett published his annual letter to shareholders in February. The investor admitted to overpaying when he acquired Precision Castparts in 2016, trumpeted a bunch of Berkshire's subsidiaries, and contrasted his long-term shareholders with the speculators flocking to trendy assets such as meme stocks and cryptocurrencies.</p><p><blockquote>巴菲特在二月份发表了致股东的年度信。这位投资者承认，他在2016年收购Precision Castparts时支付了过高的价格，大肆宣传了伯克希尔的一系列子公司，并将他的长期股东与涌向模因股票和加密货币等时尚资产的投机者进行了对比。</blockquote></p><p> <b>The annual meeting</b></p><p><blockquote><b>年会</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f9312fb972e2aa68627183025b2f91e\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Berkshire Hathaway CEO Warren Buffett talks to reporters while holding an ice cream at a trade show during the company's annual meeting in Omaha, Nebraska May 3, 2014.</span></p><p><blockquote><p class=\"t-img-caption\"><span>2014年5月3日，在内布拉斯加州奥马哈举行的公司年会上，伯克希尔·哈撒韦公司首席执行官沃伦·巴菲特在贸易展上拿着冰淇淋与记者交谈。</span></p></blockquote></p><p> Buffett warned rookie traders not to get cocky, bemoaned the lack of bargains in the market, rang the inflation alarm, and admitted to buying \"so-so\" stocks during Berkshire's annual shareholder meeting in May.</p><p><blockquote>巴菲特警告菜鸟交易员不要自大，哀叹市场缺乏便宜货，敲响通胀警报，并承认在伯克希尔5月份的年度股东大会期间买入了“马马虎虎”的股票。</blockquote></p><p> The investor also complained about the surge in people treating the stock market like a casino. Moreover, he acknowledged that trimming his Apple stake and selling Costco were likely mistakes, and suggested he avoided bailing out the \"big four\" US airlines by exiting his positions in them in April 2020.</p><p><blockquote>这位投资者还抱怨说，越来越多的人将股市视为赌场。此外，他承认削减苹果股份和出售Costco可能是错误，并建议他通过在2020年4月退出美国“四大”航空公司的头寸来避免救助这些公司。</blockquote></p><p> <b>The tax fracas</b></p><p><blockquote><b>税收失败</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61a44f30c0a7e35f28da432b35a28cf3\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Warren Buffett</span></p><p><blockquote><p class=\"t-img-caption\"><span>沃伦·巴菲特</span></p></blockquote></p><p> Buffett came under fire in June after ProPublica secured the tax returns of some of the wealthiest Americans, and reported the investor paid only $25 million in federal income tax between 2014 and 2018.</p><p><blockquote>6月份，ProPublica获得了一些最富有的美国人的纳税申报表，并报告称该投资者在2014年至2018年间仅缴纳了2500万美元的联邦所得税，巴菲特受到了批评。</blockquote></p><p> The Berkshire boss defended himself by noting that he's pledged to give over 99% of his net worth to philanthropic causes, and has already donated about half of his Berkshire \"A\" shares since 2006.</p><p><blockquote>这位伯克希尔老板为自己辩护说，他承诺将超过99%的净资产捐给慈善事业，并且自2006年以来已经捐赠了大约一半的伯克希尔“A”股。</blockquote></p><p> <b>The Gates Foundation</b></p><p><blockquote><b>盖茨基金会</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f51d18855fcf5c00bab6b290a5814dd9\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Paul Sakuma/AP Photo</span></p><p><blockquote><p class=\"t-img-caption\"><span>保罗·佐久间/美联社照片</span></p></blockquote></p><p> Buffett resigned as a trustee of the Bill & Melinda Gates Foundation in June. The investor explained that he was barely involved in the foundation's work, and had already stepped down from all corporate boards except his own.</p><p><blockquote>今年6月，巴菲特辞去了比尔及梅琳达·盖茨基金会受托人的职务。这位投资者解释说，他几乎没有参与基金会的工作，并且已经辞去了除自己以外的所有公司董事会的职务。</blockquote></p><p> He also highlighted his annual donation of $4.1 billion in total to five charities, including the Gates Foundation.</p><p><blockquote>他还强调了他每年向包括盖茨基金会在内的五家慈善机构捐赠总计41亿美元的资金。</blockquote></p><p> <b>Friendship with Charlie Munger</b></p><p><blockquote><b>与查理·芒格的友谊</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad9020f65431108ca2a38c0e654349a2\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>SCOTT MORGAN/REUTERS</span></p><p><blockquote><p class=\"t-img-caption\"><span>斯科特·摩根/路透社</span></p></blockquote></p><p> Buffett and his business partner, Charlie Munger, discussed their decades-long friendship in a CNBC interview that aired in June.</p><p><blockquote>巴菲特和他的商业伙伴查理·芒格在6月份播出的CNBC采访中讨论了他们数十年的友谊。</blockquote></p><p></p><p> The pair sharply criticized Robinhood, and Munger called for tighter regulations on derivatives trading after Archegos Capital's meltdown. Buffett underlined the immense contribution that Munger has made to his life.</p><p><blockquote>两人尖锐地批评了Robinhood，芒格在Archegos Capital崩溃后呼吁对衍生品交易进行更严格的监管。巴菲特强调了芒格对他一生做出的巨大贡献。</blockquote></p><p> <b>Buybacks, cash, and stock sales</b></p><p><blockquote><b>回购、现金和股票销售</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9bfba0cfd98eca4c346f1fc53e1dd9bf\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Warren Buffett</span></p><p><blockquote><p class=\"t-img-caption\"><span>沃伦·巴菲特</span></p></blockquote></p><p> Berkshire's third-quarter earnings underlined how hard it has been for Buffett to find bargain stocks and businesses this year. That has prompted him to stockpile cash and ramp up share buybacks.</p><p><blockquote>伯克希尔第三季度财报突显了巴菲特今年寻找廉价股票和企业的难度。这促使他储备现金并加大股票回购力度。</blockquote></p><p> The conglomerate sold a net $7 billion of stock in the year to September 30, revealed it was on track to repurchase a record $25 billion of stock this year, and grew its cash pile to an unprecedented $149 billion.</p><p><blockquote>截至9月30日的一年里，该集团净出售了70亿美元的股票，并透露今年有望回购创纪录的250亿美元股票，并将现金储备增至前所未有的1490亿美元。</blockquote></p><p> <b>The Apple bet</b></p><p><blockquote><b>苹果赌注</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a735713e1ca5629e3e229ed80ea7fbb\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Warren Buffett</span></p><p><blockquote><p class=\"t-img-caption\"><span>沃伦·巴菲特</span></p></blockquote></p><p> Buffett's biggest success this year might well be his Apple investment.</p><p><blockquote>巴菲特今年最大的成功很可能是他在苹果的投资。</blockquote></p><p> The investor plowed $36 billion into the iPhone maker between 2016 and 2018. The stock has surged by about a third this year, boosting the value of Berkshire's stake to more than $150 billion as of mid-December.</p><p><blockquote>该投资者在2016年至2018年间向这家iPhone制造商投入了360亿美元。该股今年已飙升约三分之一，截至12月中旬，伯克希尔的持股价值已超过1500亿美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://markets.businessinsider.com/news/stocks/warren-buffett-berkshire-hathaway-stocks-portfolio-taxes-mistakes-review-2021-12\">Markets insider</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","BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"https://markets.businessinsider.com/news/stocks/warren-buffett-berkshire-hathaway-stocks-portfolio-taxes-mistakes-review-2021-12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117383431","content_text":"Warren Buffett revealed 2 big bets, defended his tax habits, and admitted several mistakes this year. Here are his 8 highlights of 2021.\n\nWarren Buffett revealed two big bets, admitted mistakes, and complained about speculators this year.\nThe Berkshire Hathaway chief defended his tax practices and made a fortune on Apple.\nHere are billionaire investor Buffett's eight highlights of 2021.\n\nWarren Buffett.\nWarren Buffett revealed a couple of billion-dollar investments, owned up to making several mistakes, and bemoaned the rampant speculation in markets this year.\nThe renowned investor and Berkshire Hathaway CEO also weathered a tax exposé, resigned as a trustee of The Bill & Melinda Gates Foundation, reflected on his decades-long friendship with Charlie Munger, and saw his Apple investment soared in value.\nHere are the 8 highlights of Buffett's year:\nChevron and Verizon\nCNBC\nBuffett started the year in style with his fourth-quarter portfolio update in February. He revealed a $4.1 billion stake in Chevron and a $8.6 billion position in Verizon, answering the question of which mystery stocks he had been buying in recent months.\nBerkshire also trimmed the largest position in its portfolio,Apple, by 6%. Moreover, it halved its Wells Fargo holdings and exited JPMorgan,PNC, and M&T after slashing its positions in those banks in 2020.\nThe shareholder letter\nWarren Buffett\nBuffett published his annual letter to shareholders in February. The investor admitted to overpaying when he acquired Precision Castparts in 2016, trumpeted a bunch of Berkshire's subsidiaries, and contrasted his long-term shareholders with the speculators flocking to trendy assets such as meme stocks and cryptocurrencies.\nThe annual meeting\nBerkshire Hathaway CEO Warren Buffett talks to reporters while holding an ice cream at a trade show during the company's annual meeting in Omaha, Nebraska May 3, 2014.\nBuffett warned rookie traders not to get cocky, bemoaned the lack of bargains in the market, rang the inflation alarm, and admitted to buying \"so-so\" stocks during Berkshire's annual shareholder meeting in May.\nThe investor also complained about the surge in people treating the stock market like a casino. Moreover, he acknowledged that trimming his Apple stake and selling Costco were likely mistakes, and suggested he avoided bailing out the \"big four\" US airlines by exiting his positions in them in April 2020.\nThe tax fracas\nWarren Buffett\nBuffett came under fire in June after ProPublica secured the tax returns of some of the wealthiest Americans, and reported the investor paid only $25 million in federal income tax between 2014 and 2018.\nThe Berkshire boss defended himself by noting that he's pledged to give over 99% of his net worth to philanthropic causes, and has already donated about half of his Berkshire \"A\" shares since 2006.\nThe Gates Foundation\nPaul Sakuma/AP Photo\nBuffett resigned as a trustee of the Bill & Melinda Gates Foundation in June. The investor explained that he was barely involved in the foundation's work, and had already stepped down from all corporate boards except his own.\nHe also highlighted his annual donation of $4.1 billion in total to five charities, including the Gates Foundation.\nFriendship with Charlie Munger\nSCOTT MORGAN/REUTERS\nBuffett and his business partner, Charlie Munger, discussed their decades-long friendship in a CNBC interview that aired in June.\nThe pair sharply criticized Robinhood, and Munger called for tighter regulations on derivatives trading after Archegos Capital's meltdown. Buffett underlined the immense contribution that Munger has made to his life.\nBuybacks, cash, and stock sales\nWarren Buffett\nBerkshire's third-quarter earnings underlined how hard it has been for Buffett to find bargain stocks and businesses this year. That has prompted him to stockpile cash and ramp up share buybacks.\nThe conglomerate sold a net $7 billion of stock in the year to September 30, revealed it was on track to repurchase a record $25 billion of stock this year, and grew its cash pile to an unprecedented $149 billion.\nThe Apple bet\nWarren Buffett\nBuffett's biggest success this year might well be his Apple investment.\nThe investor plowed $36 billion into the iPhone maker between 2016 and 2018. The stock has surged by about a third this year, boosting the value of Berkshire's stake to more than $150 billion as of mid-December.","news_type":1,"symbols_score_info":{"AAPL":0.9,"BRK.A":0.9,"BRK.B":0.9}},"isVote":1,"tweetType":1,"viewCount":2176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690787684,"gmtCreate":1639709526027,"gmtModify":1639709526027,"author":{"id":"4100147008994340","authorId":"4100147008994340","name":"dominicou","avatar":"https://static.tigerbbs.com/467e4594a64b47ac6a689bddd1102529","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100147008994340","authorIdStr":"4100147008994340"},"themes":[],"htmlText":"Great analysis","listText":"Great analysis","text":"Great analysis","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690787684","repostId":"1141867982","repostType":2,"repost":{"id":"1141867982","kind":"news","pubTimestamp":1639708874,"share":"https://www.laohu8.com/m/news/1141867982?lang=zh_CN&edition=full","pubTime":"2021-12-17 10:41","market":"us","language":"en","title":"Tesla: Cathie Wood's Actions Speak Louder Than Words<blockquote>特斯拉：凯西·伍德的行动胜于雄辩</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1141867982","media":"Seeking Alpha","summary":"Summary\n\nArk Invest continues to sell shares of the EV company.\nWeight in the top fund now is below ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Ark Invest continues to sell shares of the EV company.</li> <li>Weight in the top fund now is below 7.75%.</li> <li>Lack of purchases for undervalued stock is telling.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7aab2de2ec892bafc5a0ef6e0335fec\" tg-width=\"1536\" tg-height=\"1025\" width=\"100%\" height=\"auto\"><span>Justin Sullivan/Getty Images News</span></p><p><blockquote><ul><li>Ark Invest继续出售这家电动汽车公司的股票。</li><li>顶级基金的权重目前低于7.75%。</li><li>缺乏对被低估股票的购买很能说明问题。</li></ul><p class=\"t-img-caption\"><span>贾斯汀·沙利文/盖蒂图片社新闻</span></p></blockquote></p><p> When it comes to electric vehicle maker Tesla (TSLA), one of the biggest and most vocal bulls in recent years has been Cathie Wood. The leader of Ark Investment Management has been all over various financial media preaching her love for the company and its stock. However, despite all the positive sentiment, her firm has been selling Tesla shares in massive amounts recently.</p><p><blockquote>谈到电动汽车制造商特斯拉(TSLA)，近年来最大、最直言不讳的看涨者之一是凯西·伍德(Cathie Wood)。方舟投资管理公司的领导人一直在各种财经媒体上宣扬她对公司及其股票的热爱。然而，尽管情绪积极，她的公司最近仍在大量出售特斯拉股票。</blockquote></p><p> As those who have followed my Tesla coverage here know, I've been tracking Ark Invest's daily Tesla holdings since late March 2020. The stock is held primarily in three of Ark's active ETFs - the Innovation ETF (ARKK), the Autonomous Technology and Robotics ETF (ARKQ), and the Next Generation Internet ETF (ARKW). Recently, Ark Invest launched a Transparency ETF (CTRU) that holds Tesla, but this is an index-based ETF that follows a specific index, and it is very small currently. The Transparency ETF doesn't make large daily allocation moves like the Active ETFs do, so it's not really vital to the argument here today.</p><p><blockquote>正如那些关注我的特斯拉报道的人所知，自2020年3月下旬以来，我一直在跟踪Ark Invest的每日特斯拉持有量。该股票主要由Ark的三只主动ETF持有——创新ETF(ARKK)、自主技术和机器人ETF(ARKQ)和下一代互联网ETF(ARKW)。最近，Ark Invest推出了一只持有特斯拉的透明ETF（CTRU），但这是一只跟踪特定指数的指数型ETF，目前规模非常小。透明度ETF不像主动型ETF那样进行大量的每日配置变动，因此它对于今天的论点并不重要。</blockquote></p><p> For its Active ETFs, Ark Invest sends out a daily e-mail that details the firm's allocation trades. These are specific buys or sells in an individual name to change the stock's weighting in one of the six Active ETFs. There are also position changes daily due to inflows or redemptions, but these are not shown in the e-mail. To see those changes, you have to track holdings daily like I have. The graphic below shows Wednesday's allocation changes for ARKK.</p><p><blockquote>对于其主动ETF，Ark Invest每天都会发送一封电子邮件，详细介绍该公司的配置交易。这些是以个人名义进行的特定买入或卖出，以改变股票在六只活跃ETF之一中的权重。每天也有由于流入或赎回而导致的头寸变化，但这些都没有显示在电子邮件中。要看到这些变化，你必须像我一样每天跟踪持有量。下图显示了周三ARKK的配置变化。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb55e624d01be71b7bccdfe2b1836d3f\" tg-width=\"640\" tg-height=\"525\" width=\"100%\" height=\"auto\"><span>Source: Ark Invest Daily Trades E-mail</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Ark Invest每日交易电子邮件</span></p></blockquote></p><p> ARKK is known as the Ark Invest \"mothership,\" since it's the firm's flagship fund and contains about 52% of the firm's total assets under management. Wednesday's Tesla sale in this ETF was its 12th in the past 19 trading days, and Ark Invest also sold another 22,579 shares on Wednesday in the other two Active ETFs that hold the stock. This continues a selling pattern that started in late July, and Ark Invest hasn't bought Tesla on an allocation basis in any of the three funds since July 7.</p><p><blockquote>ARKK被称为Ark Invest“母舰”，因为它是该公司的旗舰基金，约占该公司管理总资产的52%。周三该ETF的特斯拉抛售是过去19个交易日中的第12次，Ark Invest周三还在持有该股的另外两只活跃ETF中另外出售了22,579股股票。这延续了7月下旬开始的抛售模式，自7月7日以来，Ark Invest尚未在这三只基金中的任何一只基金中以配置的方式购买特斯拉。</blockquote></p><p> Before counting any changes due to inflows and redemptions on Wednesday, the three Tesla sales on Wednesday would put total Tesla holdings in the Active ETFs at about 1.9 million shares. At their individual peaks, these ETFs combined to hold more than 5.575 million shares, so this is a dramatic shift in sentiment for the firm (the individual daily combined total peak for the three ETFs was more than 5.515 million shares).</p><p><blockquote>在计算周三因资金流入和赎回而产生的任何变化之前，特斯拉周三的三笔出售将使特斯拉在主动ETF中的总持有量达到约190万股。在各自的峰值时，这些ETF合计持有超过557.5万股，因此这是该公司情绪的巨大转变（三只ETF的单日合计总峰值超过551.5万股）。</blockquote></p><p> The massive Tesla sales recently are especially strange when you consider last week's CNBC appearance. Cathie Wood was on the network saying how Tesla is undervalued, and she reiterated her $3,000 base case price target on the stock. That was when shares were around $1,050, and yet she sold shares that day and has continued since, despite Tesla shares falling under $930 during Wednesday's trade before rebounding with the market after the Fed decision.</p><p><blockquote>当你考虑到上周CNBC的亮相时，特斯拉最近的大规模销售尤其奇怪。凯西·伍德(Cathie Wood)在网络上表示特斯拉被低估，并重申了该股3,000美元的基本目标价。当时股价约为1,050美元，但她当天出售了股票，此后一直如此，尽管特斯拉股价在周三的交易中跌破930美元，然后在美联储决定后随市场反弹。</blockquote></p><p> Now there will be defenders of Cathie Wood talking about position limits in individual names. Well, Ark Invest actually removed these limitsearlier this year, which previously allowed its ETFs to hold up to 30% in any one particular name. As the chart below will show, Tesla never had a daily ending weight of more than 13% in ARKK, so it's not like shares were ever anywhere near this limit anyway. Cathie Wood has a \"self-imposed restriction\" that prevents any allocation buy any stocks that are over 10% in a fund, but there is no set guideline on when she has to sell any names.</p><p><blockquote>现在将会有凯西·伍德的捍卫者谈论个人名义的头寸限制。Ark Invest实际上在今年早些时候取消了这些限制，此前允许其ETF以任何特定名称持有最多30%的股份。如下图所示，特斯拉在ARKK的日收盘权重从未超过13%，因此股价也从未接近过这一限制。Cathie Wood有一个“自我施加的限制”，阻止任何配置购买基金中超过10%的股票，但对于她何时必须出售任何股票，没有固定的指导方针。</blockquote></p><p> I bring up these percentages because it has to do with Ark's Tesla sales. There will be those saying Cathie sold due to those limits, but that's a false theory. Yes, Tesla shares have certainly rallied in recent years, but when you have a $3,000 price target on the stock, why are you selling under $1,000 currently? Take a look at the chart below, which shows Tesla's weight in ARKK over the past 420 trading days.</p><p><blockquote>我提出这些百分比是因为它与Ark的特斯拉销售额有关。会有人说凯西是因为这些限制而卖出的，但这是一个错误的理论。是的，特斯拉股价近年来确实上涨了，但当你对该股的目标价为3,000美元时，为什么你目前的价格低于1,000美元呢？看看下图，它显示了过去420个交易日特斯拉在ARKK的权重。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/428535a6d7a7e5ffe7a9d198bb5ba675\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"><span>Last data point on chart is for weighting as of 12/15. Source: ARKK website tracked daily</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表上的最后一个数据点是截至12/15的权重。来源：ARKK网站每日追踪</span></p></blockquote></p><p></p><p> Tesla was a 7.73% weight in the flagship fund as of Wednesday. I'll also point out that until last week, Tesla had not been under 8.50% during my tracking period, yet Cathie Wood continues to sell shares even with Tesla's weight at its lowest point in at least 21 months. Previously, when Tesla got back below 10.00%, Ark Invest was usually quick to buy shares again. I will point out that over the past couple of months, about 860,000 shares of her reduced Tesla position has been due to redemptions in her funds as they have crashed from their all-time highs.</p><p><blockquote>截至周三，特斯拉在旗舰基金中的权重为7.73%。我还要指出，直到上周，在我的跟踪期间，特斯拉的股价还没有低于8.50%，但即使特斯拉的权重处于至少21个月以来的最低点，凯西·伍德仍在继续出售股票。此前，当特斯拉股价回到10.00%以下时，Ark Invest通常会很快再次买入股票。我要指出的是，在过去的几个月里，她减少的特斯拉头寸中约有860,000股是由于她的基金从历史高点暴跌而被赎回。</blockquote></p><p> In the end, Cathie Wood's actions regarding Tesla are quite contrary to the statements she has made. The fund manager on Wednesday continued to sell shares in the EV maker, despite it already being at its lowest weight in her flagship fund in more than 400 trading days. Across the three active Ark Invest ETFs, the total holding of shares has come down by nearly two-thirds, although a little less than a quarter of that decline has been due to redemptions. It was only last week that she called Tesla undervalued and reiterated a $3,000 price target, but her recent trading history tells a much different story.</p><p><blockquote>最后，凯西·伍德关于特斯拉的行为与她所做的声明完全相反。这位基金经理周三继续出售这家电动汽车制造商的股票，尽管该公司在其旗舰基金中的权重已经处于400多个交易日以来的最低水平。在三只活跃的Ark Invest ETF中，股票总持有量下降了近三分之二，尽管其中不到四分之一的下降是由于赎回造成的。就在上周，她称特斯拉被低估，并重申了3000美元的目标价，但她最近的交易历史却讲述了一个截然不同的故事。</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>Tesla: Cathie Wood's Actions Speak Louder Than Words<blockquote>特斯拉：凯西·伍德的行动胜于雄辩</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\">\nTesla: Cathie Wood's Actions Speak Louder Than Words<blockquote>特斯拉：凯西·伍德的行动胜于雄辩</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-17 10:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Ark Invest continues to sell shares of the EV company.</li> <li>Weight in the top fund now is below 7.75%.</li> <li>Lack of purchases for undervalued stock is telling.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7aab2de2ec892bafc5a0ef6e0335fec\" tg-width=\"1536\" tg-height=\"1025\" width=\"100%\" height=\"auto\"><span>Justin Sullivan/Getty Images News</span></p><p><blockquote><ul><li>Ark Invest继续出售这家电动汽车公司的股票。</li><li>顶级基金的权重目前低于7.75%。</li><li>缺乏对被低估股票的购买很能说明问题。</li></ul><p class=\"t-img-caption\"><span>贾斯汀·沙利文/盖蒂图片社新闻</span></p></blockquote></p><p> When it comes to electric vehicle maker Tesla (TSLA), one of the biggest and most vocal bulls in recent years has been Cathie Wood. The leader of Ark Investment Management has been all over various financial media preaching her love for the company and its stock. However, despite all the positive sentiment, her firm has been selling Tesla shares in massive amounts recently.</p><p><blockquote>谈到电动汽车制造商特斯拉(TSLA)，近年来最大、最直言不讳的看涨者之一是凯西·伍德(Cathie Wood)。方舟投资管理公司的领导人一直在各种财经媒体上宣扬她对公司及其股票的热爱。然而，尽管情绪积极，她的公司最近仍在大量出售特斯拉股票。</blockquote></p><p> As those who have followed my Tesla coverage here know, I've been tracking Ark Invest's daily Tesla holdings since late March 2020. The stock is held primarily in three of Ark's active ETFs - the Innovation ETF (ARKK), the Autonomous Technology and Robotics ETF (ARKQ), and the Next Generation Internet ETF (ARKW). Recently, Ark Invest launched a Transparency ETF (CTRU) that holds Tesla, but this is an index-based ETF that follows a specific index, and it is very small currently. The Transparency ETF doesn't make large daily allocation moves like the Active ETFs do, so it's not really vital to the argument here today.</p><p><blockquote>正如那些关注我的特斯拉报道的人所知，自2020年3月下旬以来，我一直在跟踪Ark Invest的每日特斯拉持有量。该股票主要由Ark的三只主动ETF持有——创新ETF(ARKK)、自主技术和机器人ETF(ARKQ)和下一代互联网ETF(ARKW)。最近，Ark Invest推出了一只持有特斯拉的透明ETF（CTRU），但这是一只跟踪特定指数的指数型ETF，目前规模非常小。透明度ETF不像主动型ETF那样进行大量的每日配置变动，因此它对于今天的论点并不重要。</blockquote></p><p> For its Active ETFs, Ark Invest sends out a daily e-mail that details the firm's allocation trades. These are specific buys or sells in an individual name to change the stock's weighting in one of the six Active ETFs. There are also position changes daily due to inflows or redemptions, but these are not shown in the e-mail. To see those changes, you have to track holdings daily like I have. The graphic below shows Wednesday's allocation changes for ARKK.</p><p><blockquote>对于其主动ETF，Ark Invest每天都会发送一封电子邮件，详细介绍该公司的配置交易。这些是以个人名义进行的特定买入或卖出，以改变股票在六只活跃ETF之一中的权重。每天也有由于流入或赎回而导致的头寸变化，但这些都没有显示在电子邮件中。要看到这些变化，你必须像我一样每天跟踪持有量。下图显示了周三ARKK的配置变化。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb55e624d01be71b7bccdfe2b1836d3f\" tg-width=\"640\" tg-height=\"525\" width=\"100%\" height=\"auto\"><span>Source: Ark Invest Daily Trades E-mail</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Ark Invest每日交易电子邮件</span></p></blockquote></p><p> ARKK is known as the Ark Invest \"mothership,\" since it's the firm's flagship fund and contains about 52% of the firm's total assets under management. Wednesday's Tesla sale in this ETF was its 12th in the past 19 trading days, and Ark Invest also sold another 22,579 shares on Wednesday in the other two Active ETFs that hold the stock. This continues a selling pattern that started in late July, and Ark Invest hasn't bought Tesla on an allocation basis in any of the three funds since July 7.</p><p><blockquote>ARKK被称为Ark Invest“母舰”，因为它是该公司的旗舰基金，约占该公司管理总资产的52%。周三该ETF的特斯拉抛售是过去19个交易日中的第12次，Ark Invest周三还在持有该股的另外两只活跃ETF中另外出售了22,579股股票。这延续了7月下旬开始的抛售模式，自7月7日以来，Ark Invest尚未在这三只基金中的任何一只基金中以配置的方式购买特斯拉。</blockquote></p><p> Before counting any changes due to inflows and redemptions on Wednesday, the three Tesla sales on Wednesday would put total Tesla holdings in the Active ETFs at about 1.9 million shares. At their individual peaks, these ETFs combined to hold more than 5.575 million shares, so this is a dramatic shift in sentiment for the firm (the individual daily combined total peak for the three ETFs was more than 5.515 million shares).</p><p><blockquote>在计算周三因资金流入和赎回而产生的任何变化之前，特斯拉周三的三笔出售将使特斯拉在主动ETF中的总持有量达到约190万股。在各自的峰值时，这些ETF合计持有超过557.5万股，因此这是该公司情绪的巨大转变（三只ETF的单日合计总峰值超过551.5万股）。</blockquote></p><p> The massive Tesla sales recently are especially strange when you consider last week's CNBC appearance. Cathie Wood was on the network saying how Tesla is undervalued, and she reiterated her $3,000 base case price target on the stock. That was when shares were around $1,050, and yet she sold shares that day and has continued since, despite Tesla shares falling under $930 during Wednesday's trade before rebounding with the market after the Fed decision.</p><p><blockquote>当你考虑到上周CNBC的亮相时，特斯拉最近的大规模销售尤其奇怪。凯西·伍德(Cathie Wood)在网络上表示特斯拉被低估，并重申了该股3,000美元的基本目标价。当时股价约为1,050美元，但她当天出售了股票，此后一直如此，尽管特斯拉股价在周三的交易中跌破930美元，然后在美联储决定后随市场反弹。</blockquote></p><p> Now there will be defenders of Cathie Wood talking about position limits in individual names. Well, Ark Invest actually removed these limitsearlier this year, which previously allowed its ETFs to hold up to 30% in any one particular name. As the chart below will show, Tesla never had a daily ending weight of more than 13% in ARKK, so it's not like shares were ever anywhere near this limit anyway. Cathie Wood has a \"self-imposed restriction\" that prevents any allocation buy any stocks that are over 10% in a fund, but there is no set guideline on when she has to sell any names.</p><p><blockquote>现在将会有凯西·伍德的捍卫者谈论个人名义的头寸限制。Ark Invest实际上在今年早些时候取消了这些限制，此前允许其ETF以任何特定名称持有最多30%的股份。如下图所示，特斯拉在ARKK的日收盘权重从未超过13%，因此股价也从未接近过这一限制。Cathie Wood有一个“自我施加的限制”，阻止任何配置购买基金中超过10%的股票，但对于她何时必须出售任何股票，没有固定的指导方针。</blockquote></p><p> I bring up these percentages because it has to do with Ark's Tesla sales. There will be those saying Cathie sold due to those limits, but that's a false theory. Yes, Tesla shares have certainly rallied in recent years, but when you have a $3,000 price target on the stock, why are you selling under $1,000 currently? Take a look at the chart below, which shows Tesla's weight in ARKK over the past 420 trading days.</p><p><blockquote>我提出这些百分比是因为它与Ark的特斯拉销售额有关。会有人说凯西是因为这些限制而卖出的，但这是一个错误的理论。是的，特斯拉股价近年来确实上涨了，但当你对该股的目标价为3,000美元时，为什么你目前的价格低于1,000美元呢？看看下图，它显示了过去420个交易日特斯拉在ARKK的权重。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/428535a6d7a7e5ffe7a9d198bb5ba675\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"><span>Last data point on chart is for weighting as of 12/15. Source: ARKK website tracked daily</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表上的最后一个数据点是截至12/15的权重。来源：ARKK网站每日追踪</span></p></blockquote></p><p></p><p> Tesla was a 7.73% weight in the flagship fund as of Wednesday. I'll also point out that until last week, Tesla had not been under 8.50% during my tracking period, yet Cathie Wood continues to sell shares even with Tesla's weight at its lowest point in at least 21 months. Previously, when Tesla got back below 10.00%, Ark Invest was usually quick to buy shares again. I will point out that over the past couple of months, about 860,000 shares of her reduced Tesla position has been due to redemptions in her funds as they have crashed from their all-time highs.</p><p><blockquote>截至周三，特斯拉在旗舰基金中的权重为7.73%。我还要指出，直到上周，在我的跟踪期间，特斯拉的股价还没有低于8.50%，但即使特斯拉的权重处于至少21个月以来的最低点，凯西·伍德仍在继续出售股票。此前，当特斯拉股价回到10.00%以下时，Ark Invest通常会很快再次买入股票。我要指出的是，在过去的几个月里，她减少的特斯拉头寸中约有860,000股是由于她的基金从历史高点暴跌而被赎回。</blockquote></p><p> In the end, Cathie Wood's actions regarding Tesla are quite contrary to the statements she has made. The fund manager on Wednesday continued to sell shares in the EV maker, despite it already being at its lowest weight in her flagship fund in more than 400 trading days. Across the three active Ark Invest ETFs, the total holding of shares has come down by nearly two-thirds, although a little less than a quarter of that decline has been due to redemptions. It was only last week that she called Tesla undervalued and reiterated a $3,000 price target, but her recent trading history tells a much different story.</p><p><blockquote>最后，凯西·伍德关于特斯拉的行为与她所做的声明完全相反。这位基金经理周三继续出售这家电动汽车制造商的股票，尽管该公司在其旗舰基金中的权重已经处于400多个交易日以来的最低水平。在三只活跃的Ark Invest ETF中，股票总持有量下降了近三分之二，尽管其中不到四分之一的下降是由于赎回造成的。就在上周，她称特斯拉被低估，并重申了3000美元的目标价，但她最近的交易历史却讲述了一个截然不同的故事。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4475631-tesla-cathie-wood-share-sales\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKG":"ARK Genomic Revolution ETF","ARKK":"ARK Innovation ETF","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4475631-tesla-cathie-wood-share-sales","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141867982","content_text":"Summary\n\nArk Invest continues to sell shares of the EV company.\nWeight in the top fund now is below 7.75%.\nLack of purchases for undervalued stock is telling.\n\nJustin Sullivan/Getty Images News\nWhen it comes to electric vehicle maker Tesla (TSLA), one of the biggest and most vocal bulls in recent years has been Cathie Wood. The leader of Ark Investment Management has been all over various financial media preaching her love for the company and its stock. However, despite all the positive sentiment, her firm has been selling Tesla shares in massive amounts recently.\nAs those who have followed my Tesla coverage here know, I've been tracking Ark Invest's daily Tesla holdings since late March 2020. The stock is held primarily in three of Ark's active ETFs - the Innovation ETF (ARKK), the Autonomous Technology and Robotics ETF (ARKQ), and the Next Generation Internet ETF (ARKW). Recently, Ark Invest launched a Transparency ETF (CTRU) that holds Tesla, but this is an index-based ETF that follows a specific index, and it is very small currently. The Transparency ETF doesn't make large daily allocation moves like the Active ETFs do, so it's not really vital to the argument here today.\nFor its Active ETFs, Ark Invest sends out a daily e-mail that details the firm's allocation trades. These are specific buys or sells in an individual name to change the stock's weighting in one of the six Active ETFs. There are also position changes daily due to inflows or redemptions, but these are not shown in the e-mail. To see those changes, you have to track holdings daily like I have. The graphic below shows Wednesday's allocation changes for ARKK.\nSource: Ark Invest Daily Trades E-mail\nARKK is known as the Ark Invest \"mothership,\" since it's the firm's flagship fund and contains about 52% of the firm's total assets under management. Wednesday's Tesla sale in this ETF was its 12th in the past 19 trading days, and Ark Invest also sold another 22,579 shares on Wednesday in the other two Active ETFs that hold the stock. This continues a selling pattern that started in late July, and Ark Invest hasn't bought Tesla on an allocation basis in any of the three funds since July 7.\nBefore counting any changes due to inflows and redemptions on Wednesday, the three Tesla sales on Wednesday would put total Tesla holdings in the Active ETFs at about 1.9 million shares. At their individual peaks, these ETFs combined to hold more than 5.575 million shares, so this is a dramatic shift in sentiment for the firm (the individual daily combined total peak for the three ETFs was more than 5.515 million shares).\nThe massive Tesla sales recently are especially strange when you consider last week's CNBC appearance. Cathie Wood was on the network saying how Tesla is undervalued, and she reiterated her $3,000 base case price target on the stock. That was when shares were around $1,050, and yet she sold shares that day and has continued since, despite Tesla shares falling under $930 during Wednesday's trade before rebounding with the market after the Fed decision.\nNow there will be defenders of Cathie Wood talking about position limits in individual names. Well, Ark Invest actually removed these limitsearlier this year, which previously allowed its ETFs to hold up to 30% in any one particular name. As the chart below will show, Tesla never had a daily ending weight of more than 13% in ARKK, so it's not like shares were ever anywhere near this limit anyway. Cathie Wood has a \"self-imposed restriction\" that prevents any allocation buy any stocks that are over 10% in a fund, but there is no set guideline on when she has to sell any names.\nI bring up these percentages because it has to do with Ark's Tesla sales. There will be those saying Cathie sold due to those limits, but that's a false theory. Yes, Tesla shares have certainly rallied in recent years, but when you have a $3,000 price target on the stock, why are you selling under $1,000 currently? Take a look at the chart below, which shows Tesla's weight in ARKK over the past 420 trading days.\nLast data point on chart is for weighting as of 12/15. Source: ARKK website tracked daily\nTesla was a 7.73% weight in the flagship fund as of Wednesday. I'll also point out that until last week, Tesla had not been under 8.50% during my tracking period, yet Cathie Wood continues to sell shares even with Tesla's weight at its lowest point in at least 21 months. Previously, when Tesla got back below 10.00%, Ark Invest was usually quick to buy shares again. I will point out that over the past couple of months, about 860,000 shares of her reduced Tesla position has been due to redemptions in her funds as they have crashed from their all-time highs.\nIn the end, Cathie Wood's actions regarding Tesla are quite contrary to the statements she has made. The fund manager on Wednesday continued to sell shares in the EV maker, despite it already being at its lowest weight in her flagship fund in more than 400 trading days. Across the three active Ark Invest ETFs, the total holding of shares has come down by nearly two-thirds, although a little less than a quarter of that decline has been due to redemptions. It was only last week that she called Tesla undervalued and reiterated a $3,000 price target, but her recent trading history tells a much different story.","news_type":1,"symbols_score_info":{"ARKG":0.9,"ARKK":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690786837,"gmtCreate":1639709150843,"gmtModify":1639709349809,"author":{"id":"4100147008994340","authorId":"4100147008994340","name":"dominicou","avatar":"https://static.tigerbbs.com/467e4594a64b47ac6a689bddd1102529","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100147008994340","authorIdStr":"4100147008994340"},"themes":[],"htmlText":"Woahhh","listText":"Woahhh","text":"Woahhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690786837","repostId":"1143279118","repostType":2,"isVote":1,"tweetType":1,"viewCount":1981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
