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林云天
01-10
25 年读了 35 本书。26 年继续加油，近期而言，先读一下«三生万物»和«更富有，更睿智。。。»
林云天
2025-11-16
长期主义必须可信！那么大A股可以相信长期主义吗？我选择相信腾讯！
林云天
2025-11-10
$苹果(AAPL)$
林云天
2025-11-03
$苹果(AAPL)$
林云天
2025-10-27
$苹果(AAPL)$
林云天
2025-10-20
$拼多多(PDD)$
林云天
2025-10-17
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林云天
2025-10-03
怎么不买腾讯
看好中国科技股AI叙事，“木头姐”本周持续加仓阿里、百度！
林云天
2025-08-07
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年继续加油，近期而言，先读一下«三生万物»和«更富有，更睿智。。。»","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/520340046661056","isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":500588442428048,"gmtCreate":1763254227201,"gmtModify":1763254230125,"author":{"id":"4208854965604712","authorId":"4208854965604712","name":"林云天","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208854965604712","idStr":"4208854965604712"},"themes":[],"htmlText":"长期主义必须可信！那么大A股可以相信长期主义吗？我选择相信腾讯！","listText":"长期主义必须可信！那么大A股可以相信长期主义吗？我选择相信腾讯！","text":"长期主义必须可信！那么大A股可以相信长期主义吗？我选择相信腾讯！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/500588442428048","isVote":1,"tweetType":1,"viewCount":1258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":498528881369128,"gmtCreate":1762734337146,"gmtModify":1762734348809,"author":{"id":"4208854965604712","authorId":"4208854965604712","name":"林云天","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208854965604712","idStr":"4208854965604712"},"themes":[],"title":"","htmlText":"<a 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","text":"$苹果(AAPL)$","images":[{"img":"https://static.tigerbbs.com/24cf1b824d7d8028671e002640ba9f35","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/493588177219816","isVote":1,"tweetType":1,"viewCount":820,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":491080344977960,"gmtCreate":1760920268447,"gmtModify":1760924709056,"author":{"id":"4208854965604712","authorId":"4208854965604712","name":"林云天","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208854965604712","idStr":"4208854965604712"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> ","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> ","text":"$拼多多(PDD)$","images":[{"img":"https://static.tigerbbs.com/dc6af21d1884540aa49c82e050420a86","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491080344977960","isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":490004998942816,"gmtCreate":1760630985089,"gmtModify":1760632322049,"author":{"id":"4208854965604712","authorId":"4208854965604712","name":"林云天","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208854965604712","idStr":"4208854965604712"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VOO\">$Vanguard标普500ETF(VOO)$ </a> ","listText":"<a href=\"https://laohu8.com/S/VOO\">$Vanguard标普500ETF(VOO)$ </a> ","text":"$Vanguard标普500ETF(VOO)$","images":[{"img":"https://static.tigerbbs.com/b6fc0ca36c3588ab4920ccf404eb5957","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/490004998942816","isVote":1,"tweetType":1,"viewCount":885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":485243128857088,"gmtCreate":1759496584435,"gmtModify":1759498793626,"author":{"id":"4208854965604712","authorId":"4208854965604712","name":"林云天","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208854965604712","idStr":"4208854965604712"},"themes":[],"htmlText":"怎么不买腾讯","listText":"怎么不买腾讯","text":"怎么不买腾讯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/485243128857088","repostId":"2572057266","repostType":2,"repost":{"id":"2572057266","kind":"news","pubTimestamp":1759476000,"share":"https://www.laohu8.com/m/news/2572057266?lang=zh_CN&edition=full","pubTime":"2025-10-03 15:20","market":"us","language":"zh","title":"看好中国科技股AI叙事，“木头姐”本周持续加仓阿里、百度！","url":"https://stock-news.laohu8.com/highlight/detail?id=2572057266","media":"华尔街见闻","summary":"凯茜·伍德的方舟投资管理公司本周进一步增持了阿里巴巴和百度股票。\n 伍德的旗舰基金ARKK周四买入了14453股阿里巴巴股票，按收盘价189.34美元计算价值约274万美元。\n 值得注意的是，Ark在周三和周二分别买入了价值550万美元和410万美元的阿里巴巴股票。\n Ark周四购买了45478股百度股票，按收盘价140.23美元计算价值约640万美元。该基金周三购买了价值297万美元的百度股票，周二购买了价值690万美元。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：于健 SF069","content":"<html><head></head><body><blockquote><p>“木头姐”Cathie Wood执掌的方舟投资（ARKK）本周持续增持中概股，共买入价值约1234万美元的阿里巴巴股票和约1627万美元的百度股票。此举正值两只股票强劲反弹，其中阿里巴巴今年股价已飙升112%。</p></blockquote><p style=\"text-align: justify;\">“木头姐”Cathie Wood正再度将目光投向中国科技巨头。其执掌的方舟投资（Ark Invest）本周一增持了阿里巴巴和百度的股票。</p><p style=\"text-align: justify;\">根据方舟投资每日公布的交易记录，<strong>伍德的旗舰基金ARKK周四买入了14453股阿里巴巴股票，按收盘价189.34美元计算价值约274万美元。值得注意的是，Ark在周三和周二分别买入了价值550万美元和410万美元的阿里巴巴股票。</strong>上周一，Ark的两只交易所交易基金买入了约1630万美元的阿里巴巴股票。</p><p style=\"text-align: justify;\"><strong>Ark周四购买了45478股百度股票，按收盘价140.23美元计算价值约640万美元。该基金周三购买了价值297万美元的百度股票，周二购买了价值690万美元。</strong></p><p style=\"text-align: justify;\">此举发生在中概股经历强劲反弹的背景之下，阿里巴巴今年股价已上涨超过一倍，而百度近期的涨势也同样迅猛。</p><p style=\"text-align: justify;\">方舟投资的业绩在2025年持续跑赢市场，使其投资决策备受关注。除了增持两家中国科技公司外，方舟投资周一还买入了生物科技公司Intellia Therapeutics的股票，延续了其对基因编辑技术赛道的看好。</p><h2 id=\"id_645491964\">中概股强势反弹，AI成新催化剂</h2><p style=\"text-align: justify;\">Ark对阿里巴巴的投资历史可以追溯到2014年，即该公司在美国IPO后不久。根据美国证券交易委员会（SEC）的搜索工具显示，Ark一直持续投资阿里巴巴，直到2021年9月停止。此后，SEC记录显示Ark再无任何与阿里巴巴相关的投资或代理投票记录，这一沉寂期持续了四年。此次重新入场，表明“木头姐”可能正在重新评估中国科技股的投资价值。</p><p style=\"text-align: justify;\">2025年以来，在部分投资者意料之外，包括阿里巴巴和百度在内的一些中国头部科技公司股价表现强劲。<strong>数据显示，阿里巴巴的股价今年已飙升112%，而百度股价也录得57%的涨幅，其中大部分涨幅集中在过去五个星期。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a196a2650d6eef0faac628625a79ddac\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">推动股价上涨的一个核心因素是，市场正重新将这些公司定位为AI领域的潜在受益者。随着全球对高端AI芯片的出口限制收紧，中国市场对本土解决方案的需求日益增长。百度多年前便已涉足AI和机器学习领域，而阿里巴巴则在积极发展其AI云业务，这使得它们在当前环境中占据了有利位置。</p><p style=\"text-align: justify;\"><strong>尽管股价大幅上涨，这两家公司的估值仍处于相对合理的水平。</strong>以阿里巴巴为例，在股价翻倍后，其动态市盈率仅为21倍。分析指出，阿里巴巴的核心电商业务（淘宝和天猫）贡献了公司调整后EBITDA（税息折旧及摊销前利润）的113%，这意味着其主营业务产生的强劲现金流，正在为公司在云计算、流媒体和AI芯片等领域的投资提供资金支持。</p><p style=\"text-align: justify;\">同样，百度的估值更具吸引力，其动态市盈率仅为12倍。其传统的搜索和广告业务持续稳定地创造收入，为公司在AI领域的长期布局提供支持。</p><p style=\"text-align: justify;\">市场对这些公司前景的乐观情绪，也得到了华尔街分析师的呼应。本周，两家主要分析机构上调了对阿里巴巴的目标价，分别提升至230美元和245美元。分析师指出，阿里巴巴在近期一次会议上展示了其AI云业务快速增长的收入，这是他们看好该公司的重要原因。</p></body></html>","source":"wallstreetcn_api","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\" 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Invest）本周一增持了阿里巴巴和百度的股票。根据方舟投资每日公布的交易记录，伍德的旗舰基金ARKK...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3756647\">网页链接</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":{"BIDU":"百度","09888":"百度集团-SW","BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://wallstreetcn.com/articles/3756647","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2572057266","content_text":"“木头姐”Cathie Wood执掌的方舟投资（ARKK）本周持续增持中概股，共买入价值约1234万美元的阿里巴巴股票和约1627万美元的百度股票。此举正值两只股票强劲反弹，其中阿里巴巴今年股价已飙升112%。“木头姐”Cathie Wood正再度将目光投向中国科技巨头。其执掌的方舟投资（Ark Invest）本周一增持了阿里巴巴和百度的股票。根据方舟投资每日公布的交易记录，伍德的旗舰基金ARKK周四买入了14453股阿里巴巴股票，按收盘价189.34美元计算价值约274万美元。值得注意的是，Ark在周三和周二分别买入了价值550万美元和410万美元的阿里巴巴股票。上周一，Ark的两只交易所交易基金买入了约1630万美元的阿里巴巴股票。Ark周四购买了45478股百度股票，按收盘价140.23美元计算价值约640万美元。该基金周三购买了价值297万美元的百度股票，周二购买了价值690万美元。此举发生在中概股经历强劲反弹的背景之下，阿里巴巴今年股价已上涨超过一倍，而百度近期的涨势也同样迅猛。方舟投资的业绩在2025年持续跑赢市场，使其投资决策备受关注。除了增持两家中国科技公司外，方舟投资周一还买入了生物科技公司Intellia Therapeutics的股票，延续了其对基因编辑技术赛道的看好。中概股强势反弹，AI成新催化剂Ark对阿里巴巴的投资历史可以追溯到2014年，即该公司在美国IPO后不久。根据美国证券交易委员会（SEC）的搜索工具显示，Ark一直持续投资阿里巴巴，直到2021年9月停止。此后，SEC记录显示Ark再无任何与阿里巴巴相关的投资或代理投票记录，这一沉寂期持续了四年。此次重新入场，表明“木头姐”可能正在重新评估中国科技股的投资价值。2025年以来，在部分投资者意料之外，包括阿里巴巴和百度在内的一些中国头部科技公司股价表现强劲。数据显示，阿里巴巴的股价今年已飙升112%，而百度股价也录得57%的涨幅，其中大部分涨幅集中在过去五个星期。推动股价上涨的一个核心因素是，市场正重新将这些公司定位为AI领域的潜在受益者。随着全球对高端AI芯片的出口限制收紧，中国市场对本土解决方案的需求日益增长。百度多年前便已涉足AI和机器学习领域，而阿里巴巴则在积极发展其AI云业务，这使得它们在当前环境中占据了有利位置。尽管股价大幅上涨，这两家公司的估值仍处于相对合理的水平。以阿里巴巴为例，在股价翻倍后，其动态市盈率仅为21倍。分析指出，阿里巴巴的核心电商业务（淘宝和天猫）贡献了公司调整后EBITDA（税息折旧及摊销前利润）的113%，这意味着其主营业务产生的强劲现金流，正在为公司在云计算、流媒体和AI芯片等领域的投资提供资金支持。同样，百度的估值更具吸引力，其动态市盈率仅为12倍。其传统的搜索和广告业务持续稳定地创造收入，为公司在AI领域的长期布局提供支持。市场对这些公司前景的乐观情绪，也得到了华尔街分析师的呼应。本周，两家主要分析机构上调了对阿里巴巴的目标价，分别提升至230美元和245美元。分析师指出，阿里巴巴在近期一次会议上展示了其AI云业务快速增长的收入，这是他们看好该公司的重要原因。","news_type":1,"symbols_score_info":{"BIDU":1.5,"BABA":1.5,"09888":1.5,"09988":0.6}},"isVote":1,"tweetType":1,"viewCount":804,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465129273250008,"gmtCreate":1754581909187,"gmtModify":1754582872051,"author":{"id":"4208854965604712","authorId":"4208854965604712","name":"林云天","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208854965604712","idStr":"4208854965604712"},"themes":[],"htmlText":"<a 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","text":"$Vanguard标普500ETF(VOO)$","images":[{"img":"https://static.tigerbbs.com/b6fc0ca36c3588ab4920ccf404eb5957","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/490004998942816","isVote":1,"tweetType":1,"viewCount":885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":485243128857088,"gmtCreate":1759496584435,"gmtModify":1759498793626,"author":{"id":"4208854965604712","authorId":"4208854965604712","name":"林云天","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208854965604712","idStr":"4208854965604712"},"themes":[],"htmlText":"怎么不买腾讯","listText":"怎么不买腾讯","text":"怎么不买腾讯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/485243128857088","repostId":"2572057266","repostType":2,"repost":{"id":"2572057266","kind":"news","pubTimestamp":1759476000,"share":"https://www.laohu8.com/m/news/2572057266?lang=zh_CN&edition=full","pubTime":"2025-10-03 15:20","market":"us","language":"zh","title":"看好中国科技股AI叙事，“木头姐”本周持续加仓阿里、百度！","url":"https://stock-news.laohu8.com/highlight/detail?id=2572057266","media":"华尔街见闻","summary":"凯茜·伍德的方舟投资管理公司本周进一步增持了阿里巴巴和百度股票。\n 伍德的旗舰基金ARKK周四买入了14453股阿里巴巴股票，按收盘价189.34美元计算价值约274万美元。\n 值得注意的是，Ark在周三和周二分别买入了价值550万美元和410万美元的阿里巴巴股票。\n Ark周四购买了45478股百度股票，按收盘价140.23美元计算价值约640万美元。该基金周三购买了价值297万美元的百度股票，周二购买了价值690万美元。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：于健 SF069","content":"<html><head></head><body><blockquote><p>“木头姐”Cathie Wood执掌的方舟投资（ARKK）本周持续增持中概股，共买入价值约1234万美元的阿里巴巴股票和约1627万美元的百度股票。此举正值两只股票强劲反弹，其中阿里巴巴今年股价已飙升112%。</p></blockquote><p style=\"text-align: justify;\">“木头姐”Cathie Wood正再度将目光投向中国科技巨头。其执掌的方舟投资（Ark Invest）本周一增持了阿里巴巴和百度的股票。</p><p style=\"text-align: justify;\">根据方舟投资每日公布的交易记录，<strong>伍德的旗舰基金ARKK周四买入了14453股阿里巴巴股票，按收盘价189.34美元计算价值约274万美元。值得注意的是，Ark在周三和周二分别买入了价值550万美元和410万美元的阿里巴巴股票。</strong>上周一，Ark的两只交易所交易基金买入了约1630万美元的阿里巴巴股票。</p><p style=\"text-align: justify;\"><strong>Ark周四购买了45478股百度股票，按收盘价140.23美元计算价值约640万美元。该基金周三购买了价值297万美元的百度股票，周二购买了价值690万美元。</strong></p><p style=\"text-align: justify;\">此举发生在中概股经历强劲反弹的背景之下，阿里巴巴今年股价已上涨超过一倍，而百度近期的涨势也同样迅猛。</p><p style=\"text-align: justify;\">方舟投资的业绩在2025年持续跑赢市场，使其投资决策备受关注。除了增持两家中国科技公司外，方舟投资周一还买入了生物科技公司Intellia Therapeutics的股票，延续了其对基因编辑技术赛道的看好。</p><h2 id=\"id_645491964\">中概股强势反弹，AI成新催化剂</h2><p style=\"text-align: justify;\">Ark对阿里巴巴的投资历史可以追溯到2014年，即该公司在美国IPO后不久。根据美国证券交易委员会（SEC）的搜索工具显示，Ark一直持续投资阿里巴巴，直到2021年9月停止。此后，SEC记录显示Ark再无任何与阿里巴巴相关的投资或代理投票记录，这一沉寂期持续了四年。此次重新入场，表明“木头姐”可能正在重新评估中国科技股的投资价值。</p><p style=\"text-align: justify;\">2025年以来，在部分投资者意料之外，包括阿里巴巴和百度在内的一些中国头部科技公司股价表现强劲。<strong>数据显示，阿里巴巴的股价今年已飙升112%，而百度股价也录得57%的涨幅，其中大部分涨幅集中在过去五个星期。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a196a2650d6eef0faac628625a79ddac\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">推动股价上涨的一个核心因素是，市场正重新将这些公司定位为AI领域的潜在受益者。随着全球对高端AI芯片的出口限制收紧，中国市场对本土解决方案的需求日益增长。百度多年前便已涉足AI和机器学习领域，而阿里巴巴则在积极发展其AI云业务，这使得它们在当前环境中占据了有利位置。</p><p style=\"text-align: justify;\"><strong>尽管股价大幅上涨，这两家公司的估值仍处于相对合理的水平。</strong>以阿里巴巴为例，在股价翻倍后，其动态市盈率仅为21倍。分析指出，阿里巴巴的核心电商业务（淘宝和天猫）贡献了公司调整后EBITDA（税息折旧及摊销前利润）的113%，这意味着其主营业务产生的强劲现金流，正在为公司在云计算、流媒体和AI芯片等领域的投资提供资金支持。</p><p style=\"text-align: justify;\">同样，百度的估值更具吸引力，其动态市盈率仅为12倍。其传统的搜索和广告业务持续稳定地创造收入，为公司在AI领域的长期布局提供支持。</p><p style=\"text-align: justify;\">市场对这些公司前景的乐观情绪，也得到了华尔街分析师的呼应。本周，两家主要分析机构上调了对阿里巴巴的目标价，分别提升至230美元和245美元。分析师指出，阿里巴巴在近期一次会议上展示了其AI云业务快速增长的收入，这是他们看好该公司的重要原因。</p></body></html>","source":"wallstreetcn_api","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\" 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#eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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看好中国科技股AI叙事，“木头姐”本周持续加仓阿里、百度！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-03 15:20 北京时间 <a href=https://wallstreetcn.com/articles/3756647><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“木头姐”Cathie Wood执掌的方舟投资（ARKK）本周持续增持中概股，共买入价值约1234万美元的阿里巴巴股票和约1627万美元的百度股票。此举正值两只股票强劲反弹，其中阿里巴巴今年股价已飙升112%。“木头姐”Cathie Wood正再度将目光投向中国科技巨头。其执掌的方舟投资（Ark Invest）本周一增持了阿里巴巴和百度的股票。根据方舟投资每日公布的交易记录，伍德的旗舰基金ARKK...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3756647\">网页链接</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":{"BIDU":"百度","09888":"百度集团-SW","BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://wallstreetcn.com/articles/3756647","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2572057266","content_text":"“木头姐”Cathie Wood执掌的方舟投资（ARKK）本周持续增持中概股，共买入价值约1234万美元的阿里巴巴股票和约1627万美元的百度股票。此举正值两只股票强劲反弹，其中阿里巴巴今年股价已飙升112%。“木头姐”Cathie Wood正再度将目光投向中国科技巨头。其执掌的方舟投资（Ark Invest）本周一增持了阿里巴巴和百度的股票。根据方舟投资每日公布的交易记录，伍德的旗舰基金ARKK周四买入了14453股阿里巴巴股票，按收盘价189.34美元计算价值约274万美元。值得注意的是，Ark在周三和周二分别买入了价值550万美元和410万美元的阿里巴巴股票。上周一，Ark的两只交易所交易基金买入了约1630万美元的阿里巴巴股票。Ark周四购买了45478股百度股票，按收盘价140.23美元计算价值约640万美元。该基金周三购买了价值297万美元的百度股票，周二购买了价值690万美元。此举发生在中概股经历强劲反弹的背景之下，阿里巴巴今年股价已上涨超过一倍，而百度近期的涨势也同样迅猛。方舟投资的业绩在2025年持续跑赢市场，使其投资决策备受关注。除了增持两家中国科技公司外，方舟投资周一还买入了生物科技公司Intellia Therapeutics的股票，延续了其对基因编辑技术赛道的看好。中概股强势反弹，AI成新催化剂Ark对阿里巴巴的投资历史可以追溯到2014年，即该公司在美国IPO后不久。根据美国证券交易委员会（SEC）的搜索工具显示，Ark一直持续投资阿里巴巴，直到2021年9月停止。此后，SEC记录显示Ark再无任何与阿里巴巴相关的投资或代理投票记录，这一沉寂期持续了四年。此次重新入场，表明“木头姐”可能正在重新评估中国科技股的投资价值。2025年以来，在部分投资者意料之外，包括阿里巴巴和百度在内的一些中国头部科技公司股价表现强劲。数据显示，阿里巴巴的股价今年已飙升112%，而百度股价也录得57%的涨幅，其中大部分涨幅集中在过去五个星期。推动股价上涨的一个核心因素是，市场正重新将这些公司定位为AI领域的潜在受益者。随着全球对高端AI芯片的出口限制收紧，中国市场对本土解决方案的需求日益增长。百度多年前便已涉足AI和机器学习领域，而阿里巴巴则在积极发展其AI云业务，这使得它们在当前环境中占据了有利位置。尽管股价大幅上涨，这两家公司的估值仍处于相对合理的水平。以阿里巴巴为例，在股价翻倍后，其动态市盈率仅为21倍。分析指出，阿里巴巴的核心电商业务（淘宝和天猫）贡献了公司调整后EBITDA（税息折旧及摊销前利润）的113%，这意味着其主营业务产生的强劲现金流，正在为公司在云计算、流媒体和AI芯片等领域的投资提供资金支持。同样，百度的估值更具吸引力，其动态市盈率仅为12倍。其传统的搜索和广告业务持续稳定地创造收入，为公司在AI领域的长期布局提供支持。市场对这些公司前景的乐观情绪，也得到了华尔街分析师的呼应。本周，两家主要分析机构上调了对阿里巴巴的目标价，分别提升至230美元和245美元。分析师指出，阿里巴巴在近期一次会议上展示了其AI云业务快速增长的收入，这是他们看好该公司的重要原因。","news_type":1,"symbols_score_info":{"BIDU":1.5,"BABA":1.5,"09888":1.5,"09988":0.6}},"isVote":1,"tweetType":1,"viewCount":804,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465129273250008,"gmtCreate":1754581909187,"gmtModify":1754582872051,"author":{"id":"4208854965604712","authorId":"4208854965604712","name":"林云天","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208854965604712","idStr":"4208854965604712"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","text":"$英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/9deadcc291585cc32e54977cd64e89d3","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465129273250008","isVote":1,"tweetType":1,"viewCount":1094,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}
