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peter ma

peter ma

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0勋章

07-20 19:45

波动之王，玩的是心跳 @巴韭隆

05-06

$美国长期国债 6.875% 2025/08/15(US912810EV62.BOND)$ 这个年化咋这么高？

03-24

三菱日联集团，好股票

06-04

$阿里巴巴(BABA)$ 总算止跌？中概距离高点差距很大

03-26

$美光科技(MU)$ 美光科技可能被错杀了，这是美股惊弓时刻！

05-16

$绿茶集团(06831)$ 这说明大资金不怎么看好这家公司，股价最终有公司价值驱动

01-22

$台积电(TSM)$ 星际之门如果实施，台积电也能跟着喝点汤！

06-05

作为吃瓜群众，感觉到爽就行了

04-29

$老虎证券(TIGR)$ 老虎跟耀才走势呢

04-28

$老虎证券(TIGR)$

06-05

101

06-03

等待特朗普讲话，就是等待出手机会，美股进入特不靠谱阶段

05-20

新闻一出，又到出货时间

重新看好芯片？木头姐大举加仓“台积电”，规模创近一年之最

05-19

$20+年以上美国国债ETF-iShares(TLT)$

05-12

$卡夫亨氏(KHC)$

05-10

苹果开发AI搜索功能消息一出，谷歌大跌超7%，这对谷歌来说是一种潜在的重大威胁，原因主要有以下几点： 1. 削弱谷歌在移动搜索的垄断地位目前苹果每年从谷歌获得数十亿美元的搜索引擎默认合作费（据估可能在150-200亿美元之间）。如果苹果推出自家AI搜索功能，并在Safari或Siri中默认使用，将直接威胁谷歌在iOS设备上的搜索流量来源。 2. 改变用户行为习惯 AI搜索更偏向于直接回答用户问题，而非列出网页链接，这种“答案引擎”模式更贴近苹果一贯追求的用户体验。如果用户开始习惯在Siri、Spotlight甚至Safari中使用苹果AI搜索，谷歌的搜索市场份额将被侵蚀。 3. 生态整合带来的竞争优势苹果有自己的硬件、操作系统和生态系统，一旦将AI搜索与iOS、macOS、iCloud等产品深度整合，可形成闭环体验，这对用户极具吸引力，也会让谷歌的产品更难渗透。 4. 可能引发监管审查加剧苹果若停止默认使用谷歌搜索，谷歌在欧美等地区可能失去“天然垄断”的优势，从而导致监管机构对其市场地位和竞争策略进一步审查，加剧其反垄断压力。 5. 对搜索广告市场的冲击谷歌搜索是其广告收入的主要来源。如果苹果用AI搜索削弱谷歌流量，将直接影响谷歌的广告营收模型。而苹果一旦建立起自己的搜索广告平台，将更进一步抢占谷歌的蛋糕。总的来说，苹果开发AI搜索功能不仅是技术创新，更是对谷歌在搜索市场主导地位的战略挑战。如果苹果能提供媲美甚至优于谷歌体验的AI搜索，那么谷歌将面临用户流失、收入下降和竞争压力上升的多重挑战。谷歌当然不是毫无办法，它依然有非常强的底牌和反制手段。虽然苹果开发AI搜索是威胁，但谷歌可以从以下几个方面应对： 1. 强化AI搜索体验（Gemini）谷歌已经在大力投入其AI搜索产品，尤其是将Gemini整合到搜索引擎中（Search Generative Experi

05-09

风流茶说合，自古中国人对茶独有情感，加入现代风味迎合老中青群体，消费孱弱的中国，仍大有可为，但低门槛行业，需要在供应链上抢先机，树立优势！

05-05

$三菱日联金融(MUFG)$

04-28

$SPDR黄金ETF(GLD)$

04-18

$霸王茶姬(CHA)$ 老虎发威，霸王上茶，首日大涨，虎友同庆！

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15:20","market":"us","language":"zh","title":"重新看好芯片？木头姐大举加仓“台积电”，规模创近一年之最","url":"https://stock-news.laohu8.com/highlight/detail?id=2536660918","media":"华尔街见闻","summary":"“木头姐”旗下基金周一买入近20万份台积电ADR，购买规模创下去年6月18日以来最大，这也是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。","content":"<html><head></head><body><blockquote><p>“木头姐”旗下基金周一买入近20万份台积电ADR，购买规模创下去年6月18日以来最大，这也是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。</p></blockquote><p style=\"text-align: left;\">态度大反转！“木头姐”大举买入台积电。</p><p style=\"text-align: left;\">5月20日，据报道，“木头姐”Cathie Wood近一年来首次大规模买入台积电。<strong>这是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。</strong></p><p style=\"text-align: left;\">数据显示，“木头姐”旗下的旗舰基金Ark Innovation ETF周一（5月19日）购买了123,587份台积电美国存托凭证(ADR)，同时Ark Next Generation Internet ETF买入了74,189份ADR。</p><p style=\"text-align: left;\">报道指出，虽然Ark的基金在今年2月也曾购买过台积电，但本次<strong>购买规模创下去年6月18日以来最大</strong>，相当于截至3月底Ark资产管理公司所持台积电股份的87%。</p><h2 id=\"id_198392582\" style=\"text-align: left;\">关税缓和、行业前景看好</h2><p style=\"text-align: left;\">从消息面来看，“木头姐”此次增持背后正值中美关税降幅远超预期，市场情绪大大改善。此外，特朗普与中东三国签署的一系列人工智能协议，也有利于台积电的业务前景，因为其实英伟达的重要供应商。</p><p style=\"text-align: left;\">从市场走势来看，“木头姐”的这一转变似乎已得到市场验证。从今年1月峰值到4月低位，台积电最多跌去37%，目前已经扳回一半以上的跌幅。分析师预测，未来12个月台积电股价还有约11%的上涨空间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32a4d8ca578cbd8b6dc1aeaafd75d0df\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: left;\">台积电5月9日公布的业绩报告显示，4月销售额3495.7亿元新台币，环比增加22.2％，同比增长48.1%，远超分析师预期的38%，较上个月46.5%的同比增速有所加快。</p><p style=\"text-align: left;\">华尔街见闻此前提及，Meta和微软两家公司的资本支出显示出对AI产品的需求依旧旺盛，印证了该公司的光明前景，摩根士丹利对台积电股票评级为增持。</p><p style=\"text-align: left;\">据介绍，虽然“木头姐”以对颠覆性技术的激进押注而广为人知，但她的旗舰基金近年来表现不佳。</p><p style=\"text-align: left;\">尽管在截至2024年的两年间上涨了82%，但ARK Innovation ETF仍较其峰值下跌约63%，并在过去五年的大部分时间里表现落后于纳斯达克综合指数。</p><p style=\"text-align: left;\">分析认为，此次大规模买入台积电，可能是“木头姐”试图通过押注AI供应链核心企业，在当前市场环境下重振基金业绩的战略举措。</p><p style=\"text-align: left;\">在“木头姐”被曝出大举买入台积电之前，日前公布的13F报告显示，华尔街大佬一季度也买入了台积电。其中：</p><blockquote><p style=\"text-align: left;\">华尔街传奇投资者、有“史上最伟大的赚钱机器”之称的斯坦利·德鲁肯米勒（Stanley Druckenmiller）一季度大幅增持了台积电的股票，增加了49.13万股，使总持股量达到59.88万股，增幅高达456.93%。</p><p style=\"text-align: left;\">段永平管理的HH&amp;H International Investment一季度新建仓台积电，买入27.18万股，持仓市值4511.7万美元，占比为0.38%。</p></blockquote></body></html>","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>重新看好芯片？木头姐大举加仓“台积电”，规模创近一年之最</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n重新看好芯片？木头姐大举加仓“台积电”，规模创近一年之最\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-20 15:20 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3747439><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“木头姐”旗下基金周一买入近20万份台积电ADR，购买规模创下去年6月18日以来最大，这也是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。态度大反转！“木头姐”大举买入台积电。5月20日，据报道，“木头姐”Cathie Wood近一年来首次大规模买入台积电。这是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。数据显示，“木头姐”旗下的旗舰基金Ark ...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3747439\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"BK4505":"高瓴资本持仓","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0882747503.HKD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (HKD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4612":"AI芯片","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","BK4588":"碎股","BK4605":"半导体精选","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","BK4548":"巴美列捷福持仓","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY 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INC"},"source_url":"https://wallstreetcn.com/articles/3747439","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2536660918","content_text":"“木头姐”旗下基金周一买入近20万份台积电ADR，购买规模创下去年6月18日以来最大，这也是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。态度大反转！“木头姐”大举买入台积电。5月20日，据报道，“木头姐”Cathie Wood近一年来首次大规模买入台积电。这是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。数据显示，“木头姐”旗下的旗舰基金Ark Innovation ETF周一（5月19日）购买了123,587份台积电美国存托凭证(ADR)，同时Ark Next Generation Internet ETF买入了74,189份ADR。报道指出，虽然Ark的基金在今年2月也曾购买过台积电，但本次购买规模创下去年6月18日以来最大，相当于截至3月底Ark资产管理公司所持台积电股份的87%。关税缓和、行业前景看好从消息面来看，“木头姐”此次增持背后正值中美关税降幅远超预期，市场情绪大大改善。此外，特朗普与中东三国签署的一系列人工智能协议，也有利于台积电的业务前景，因为其实英伟达的重要供应商。从市场走势来看，“木头姐”的这一转变似乎已得到市场验证。从今年1月峰值到4月低位，台积电最多跌去37%，目前已经扳回一半以上的跌幅。分析师预测，未来12个月台积电股价还有约11%的上涨空间。台积电5月9日公布的业绩报告显示，4月销售额3495.7亿元新台币，环比增加22.2％，同比增长48.1%，远超分析师预期的38%，较上个月46.5%的同比增速有所加快。华尔街见闻此前提及，Meta和微软两家公司的资本支出显示出对AI产品的需求依旧旺盛，印证了该公司的光明前景，摩根士丹利对台积电股票评级为增持。据介绍，虽然“木头姐”以对颠覆性技术的激进押注而广为人知，但她的旗舰基金近年来表现不佳。尽管在截至2024年的两年间上涨了82%，但ARK Innovation ETF仍较其峰值下跌约63%，并在过去五年的大部分时间里表现落后于纳斯达克综合指数。分析认为，此次大规模买入台积电，可能是“木头姐”试图通过押注AI供应链核心企业，在当前市场环境下重振基金业绩的战略举措。在“木头姐”被曝出大举买入台积电之前，日前公布的13F报告显示，华尔街大佬一季度也买入了台积电。其中：华尔街传奇投资者、有“史上最伟大的赚钱机器”之称的斯坦利·德鲁肯米勒（Stanley Druckenmiller）一季度大幅增持了台积电的股票，增加了49.13万股，使总持股量达到59.88万股，增幅高达456.93%。段永平管理的HH&H International Investment一季度新建仓台积电，买入27.18万股，持仓市值4511.7万美元，占比为0.38%。","news_type":1,"symbols_score_info":{"TSM":1.1}},"isVote":1,"tweetType":1,"viewCount":781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":436550955623240,"gmtCreate":1747616165686,"gmtModify":1747616168031,"author":{"id":"4200113465864552","authorId":"4200113465864552","name":"peter ma","avatar":"https://static.tigerbbs.com/d1601bb23fdf78f119b567ae28ec3c7e","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4200113465864552","authorIdStr":"4200113465864552"},"themes":[],"htmlText":"<a 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15:20","market":"us","language":"zh","title":"重新看好芯片？木头姐大举加仓“台积电”，规模创近一年之最","url":"https://stock-news.laohu8.com/highlight/detail?id=2536660918","media":"华尔街见闻","summary":"“木头姐”旗下基金周一买入近20万份台积电ADR，购买规模创下去年6月18日以来最大，这也是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。","content":"<html><head></head><body><blockquote><p>“木头姐”旗下基金周一买入近20万份台积电ADR，购买规模创下去年6月18日以来最大，这也是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。</p></blockquote><p style=\"text-align: left;\">态度大反转！“木头姐”大举买入台积电。</p><p style=\"text-align: left;\">5月20日，据报道，“木头姐”Cathie Wood近一年来首次大规模买入台积电。<strong>这是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。</strong></p><p style=\"text-align: left;\">数据显示，“木头姐”旗下的旗舰基金Ark Innovation ETF周一（5月19日）购买了123,587份台积电美国存托凭证(ADR)，同时Ark Next Generation Internet ETF买入了74,189份ADR。</p><p style=\"text-align: left;\">报道指出，虽然Ark的基金在今年2月也曾购买过台积电，但本次<strong>购买规模创下去年6月18日以来最大</strong>，相当于截至3月底Ark资产管理公司所持台积电股份的87%。</p><h2 id=\"id_198392582\" style=\"text-align: left;\">关税缓和、行业前景看好</h2><p style=\"text-align: left;\">从消息面来看，“木头姐”此次增持背后正值中美关税降幅远超预期，市场情绪大大改善。此外，特朗普与中东三国签署的一系列人工智能协议，也有利于台积电的业务前景，因为其实英伟达的重要供应商。</p><p style=\"text-align: left;\">从市场走势来看，“木头姐”的这一转变似乎已得到市场验证。从今年1月峰值到4月低位，台积电最多跌去37%，目前已经扳回一半以上的跌幅。分析师预测，未来12个月台积电股价还有约11%的上涨空间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32a4d8ca578cbd8b6dc1aeaafd75d0df\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: left;\">台积电5月9日公布的业绩报告显示，4月销售额3495.7亿元新台币，环比增加22.2％，同比增长48.1%，远超分析师预期的38%，较上个月46.5%的同比增速有所加快。</p><p style=\"text-align: left;\">华尔街见闻此前提及，Meta和微软两家公司的资本支出显示出对AI产品的需求依旧旺盛，印证了该公司的光明前景，摩根士丹利对台积电股票评级为增持。</p><p style=\"text-align: left;\">据介绍，虽然“木头姐”以对颠覆性技术的激进押注而广为人知，但她的旗舰基金近年来表现不佳。</p><p style=\"text-align: left;\">尽管在截至2024年的两年间上涨了82%，但ARK Innovation ETF仍较其峰值下跌约63%，并在过去五年的大部分时间里表现落后于纳斯达克综合指数。</p><p style=\"text-align: left;\">分析认为，此次大规模买入台积电，可能是“木头姐”试图通过押注AI供应链核心企业，在当前市场环境下重振基金业绩的战略举措。</p><p style=\"text-align: left;\">在“木头姐”被曝出大举买入台积电之前，日前公布的13F报告显示，华尔街大佬一季度也买入了台积电。其中：</p><blockquote><p style=\"text-align: left;\">华尔街传奇投资者、有“史上最伟大的赚钱机器”之称的斯坦利·德鲁肯米勒（Stanley Druckenmiller）一季度大幅增持了台积电的股票，增加了49.13万股，使总持股量达到59.88万股，增幅高达456.93%。</p><p style=\"text-align: left;\">段永平管理的HH&amp;H International Investment一季度新建仓台积电，买入27.18万股，持仓市值4511.7万美元，占比为0.38%。</p></blockquote></body></html>","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>重新看好芯片？木头姐大举加仓“台积电”，规模创近一年之最</title>\n<style 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href=\"https://wallstreetcn.com/articles/3747439\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"BK4505":"高瓴资本持仓","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0882747503.HKD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (HKD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4612":"AI芯片","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","BK4588":"碎股","BK4605":"半导体精选","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","BK4548":"巴美列捷福持仓","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY 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Innovation ETF仍较其峰值下跌约63%，并在过去五年的大部分时间里表现落后于纳斯达克综合指数。分析认为，此次大规模买入台积电，可能是“木头姐”试图通过押注AI供应链核心企业，在当前市场环境下重振基金业绩的战略举措。在“木头姐”被曝出大举买入台积电之前，日前公布的13F报告显示，华尔街大佬一季度也买入了台积电。其中：华尔街传奇投资者、有“史上最伟大的赚钱机器”之称的斯坦利·德鲁肯米勒（Stanley Druckenmiller）一季度大幅增持了台积电的股票，增加了49.13万股，使总持股量达到59.88万股，增幅高达456.93%。段永平管理的HH&H International Investment一季度新建仓台积电，买入27.18万股，持仓市值4511.7万美元，占比为0.38%。","news_type":1,"symbols_score_info":{"TSM":1.1}},"isVote":1,"tweetType":1,"viewCount":781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":436550955623240,"gmtCreate":1747616165686,"gmtModify":1747616168031,"author":{"id":"4200113465864552","authorId":"4200113465864552","name":"peter ma","avatar":"https://static.tigerbbs.com/d1601bb23fdf78f119b567ae28ec3c7e","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4200113465864552","authorIdStr":"4200113465864552"},"themes":[],"htmlText":"<a 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