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美股研究报告
投资作家,奥地利经济学派,坚信信贷周期。先验之神与我同在。
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美股研究报告
美股研究报告
·
2021-09-16
强啊
非常抱歉,此主贴已删除
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美股研究报告
美股研究报告
·
2021-07-20
ARK基金7月19日持仓变动,COINBASE仓位提高
ARK基金7月19日持仓变动,COINBASE仓位提高继续加仓
$Coinbase Global, Inc.(COIN)$
结合上周ARK CEO Cathy的方案可以预期
$ARK Fintech Innovation ETF(ARKF)$
和
$ARK Next Generation Internet ETF(ARKW)$
会继ARKK之后把COIN的仓位加到4%以上
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4,939
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ARK基金7月19日持仓变动,COINBASE仓位提高
美股研究报告
美股研究报告
·
2021-07-19
ARK基金7月16日持仓变动,继续买入COINBASE
ARK基金7月16日持仓变动ARK基金7月16日持仓变动
$ARK Innovation ETF(ARKK)$
$ARK Genomic Revolution Multi-Sector ETF(ARKG)$
$ARK Autonomous Technology & Robotics ETF(ARKQ)$
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5,401
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1
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2
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ARK基金7月16日持仓变动,继续买入COINBASE
美股研究报告
美股研究报告
·
2021-07-15
ARK基金7月14日持仓变动,继续买入UIPATH、COINBASE
ARK基金7月14日持仓变动ARK基金7月14日持仓变动
$ARK Innovation ETF(ARKK)$
$ARK Next Generation Internet ETF(ARKW)$
$Coinbase Global, Inc.(COIN)$
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5,186
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1
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3
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ARK基金7月14日持仓变动,继续买入UIPATH、COINBASE
美股研究报告
美股研究报告
·
2021-07-13
ARK基金7月12日持仓变动
ARK基金7月12日持仓变动ARK基金7月12日持仓变动持续买入
$Coinbase Global, Inc.(COIN)$
$UiPath(PATH)$
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5,371
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ARK基金7月12日持仓变动
美股研究报告
美股研究报告
·
2021-07-12
ARK基金7月9日持仓变动
ARK基金7月9日持仓变动ARK基金7月9日持仓变动
$ARK Genomic Revolution Multi-Sector ETF(ARKG)$
$ARK Innovation ETF(ARKK)$
$ARK Next Generation Internet ETF(ARKW)$
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4,506
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ARK基金7月9日持仓变动
美股研究报告
美股研究报告
·
2021-07-08
ARK基金7月7日持仓变动
ARK基金7月7日持仓变动ARK基金7月7日持仓变动再次买入
$Coinbase Global, Inc.(COIN)$
加仓
$特斯拉(TSLA)$
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4,661
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ARK基金7月7日持仓变动
美股研究报告
美股研究报告
·
2021-07-08
汽车芯片短缺引发连锁问题
发生了什么事情?更多的汽车制造商在本周表示,由于全球性的芯片短缺,他们不得不进行减产。不过积极地想,至少你终于能找到一个停车位了。这意味着什么?今年以来,芯片短缺的问题一直困扰着汽车制造商们:据报道,它们支付的价格低于其他需要芯片的公司,这使得它们排在长长等待队列的末尾。这可能是英国汽车制造商捷豹路虎周二警告称该公司本季度的汽车交付数量将比预期的数量低50%,同时,全球最大的豪车制造商德国梅赛德斯奔驰表示该公司未来两个季度的交付数量受到影响。不仅仅是欧洲的汽车制造商出现这种状况,中国最大的汽车制造商上汽公司在前一天警告称2021年上半年的生产计划削减了50万辆。为何值得关注?对于市场而言:情况不会很快好转捷豹路虎的新闻在周二公布后,其印度母公司塔塔汽车公司的股价下跌了近9%,梅赛德斯奔驰公司的母公司戴姆勒公司的股价下跌4%。预期芯片的短缺所引发的问题将持续到2023年,汽车制造商的面临的困境仅仅是一个开始。这种情况可能导致汽车制造商花费更多的钱:一家咨询公司近期上调汽车制造商今年的营收损失至1100亿美元,这个上调还是在以上汽车制造商公布消息之前。聚焦:汽车制造商适者生存芯片危机迫使汽车制造商调整战略。例如,在芯片短缺持续期间,捷豹路虎计划将生产重点集中于利润更高的车型。同时,福特汽车愈发重视金融业务,即借钱给客户购买二手车。因为新车供应的减少,买车用户转为购买二手车,这导致二手车价格升向创纪录高点。
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汽车芯片短缺引发连锁问题
美股研究报告
美股研究报告
·
2021-07-07
ARK基金7月6日持仓变动
ARK基金7月6日持仓变动ARK基金7月6日持仓变动
$ARK Fintech Innovation ETF(ARKF)$
$ARK Genomic Revolution Multi-Sector ETF(ARKG)$
$ARK Next Generation Internet ETF(ARKW)$
看
4,081
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1
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2
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ARK基金7月6日持仓变动
美股研究报告
美股研究报告
·
2021-07-02
ARK基金7月1日持仓变动,ARKW继续买入boss直聘
ARK基金7月1日持仓变动ARK基金7月1日持仓变动
$ARK Innovation ETF(ARKK)$
$ARK Next Generation Internet ETF(ARKW)$
$BOSS直聘(BZ)$
这两天新股两极分化严重,妖的如福建股CPOP强势上涨,其他如每日优鲜、叮咚买菜等打新玩家拿着都比较煎熬
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ARK基金7月1日持仓变动,ARKW继续买入boss直聘
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ETF(ARKW)$","images":[{"img":"https://static.tigerbbs.com/4e7cef2d43299dc5754d8b31caea7aa6","width":"1419","height":"759"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146399929","isVote":1,"tweetType":1,"viewCount":4506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":149174915,"gmtCreate":1625712089737,"gmtModify":1625712089737,"author":{"id":"3540424973612176","authorId":"3540424973612176","name":"美股研究报告","avatar":"https://static.tigerbbs.com/2d80a534b624956590ed344845895a22","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540424973612176","authorIdStr":"3540424973612176"},"themes":[],"title":"ARK基金7月7日持仓变动","htmlText":"ARK基金7月7日持仓变动ARK基金7月7日持仓变动再次买入<a target=\"_blank\" href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> 加仓<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> ","listText":"ARK基金7月7日持仓变动ARK基金7月7日持仓变动再次买入<a target=\"_blank\" href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> 加仓<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> ","text":"ARK基金7月7日持仓变动ARK基金7月7日持仓变动再次买入$Coinbase Global, Inc.(COIN)$ 加仓$特斯拉(TSLA)$","images":[{"img":"https://static.tigerbbs.com/4e7cef2d43299dc5754d8b31caea7aa6","width":"1419","height":"759"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/149174915","isVote":1,"tweetType":1,"viewCount":4661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":149141485,"gmtCreate":1625711183447,"gmtModify":1625711183447,"author":{"id":"3540424973612176","authorId":"3540424973612176","name":"美股研究报告","avatar":"https://static.tigerbbs.com/2d80a534b624956590ed344845895a22","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540424973612176","authorIdStr":"3540424973612176"},"themes":[],"title":"汽车芯片短缺引发连锁问题","htmlText":"发生了什么事情?更多的汽车制造商在本周表示,由于全球性的芯片短缺,他们不得不进行减产。不过积极地想,至少你终于能找到一个停车位了。这意味着什么?今年以来,芯片短缺的问题一直困扰着汽车制造商们:据报道,它们支付的价格低于其他需要芯片的公司,这使得它们排在长长等待队列的末尾。这可能是英国汽车制造商捷豹路虎周二警告称该公司本季度的汽车交付数量将比预期的数量低50%,同时,全球最大的豪车制造商德国梅赛德斯奔驰表示该公司未来两个季度的交付数量受到影响。不仅仅是欧洲的汽车制造商出现这种状况,中国最大的汽车制造商上汽公司在前一天警告称2021年上半年的生产计划削减了50万辆。为何值得关注?对于市场而言:情况不会很快好转捷豹路虎的新闻在周二公布后,其印度母公司塔塔汽车公司的股价下跌了近9%,梅赛德斯奔驰公司的母公司戴姆勒公司的股价下跌4%。预期芯片的短缺所引发的问题将持续到2023年,汽车制造商的面临的困境仅仅是一个开始。这种情况可能导致汽车制造商花费更多的钱:一家咨询公司近期上调汽车制造商今年的营收损失至1100亿美元,这个上调还是在以上汽车制造商公布消息之前。聚焦:汽车制造商适者生存芯片危机迫使汽车制造商调整战略。例如,在芯片短缺持续期间,捷豹路虎计划将生产重点集中于利润更高的车型。同时,福特汽车愈发重视金融业务,即借钱给客户购买二手车。因为新车供应的减少,买车用户转为购买二手车,这导致二手车价格升向创纪录高点。","listText":"发生了什么事情?更多的汽车制造商在本周表示,由于全球性的芯片短缺,他们不得不进行减产。不过积极地想,至少你终于能找到一个停车位了。这意味着什么?今年以来,芯片短缺的问题一直困扰着汽车制造商们:据报道,它们支付的价格低于其他需要芯片的公司,这使得它们排在长长等待队列的末尾。这可能是英国汽车制造商捷豹路虎周二警告称该公司本季度的汽车交付数量将比预期的数量低50%,同时,全球最大的豪车制造商德国梅赛德斯奔驰表示该公司未来两个季度的交付数量受到影响。不仅仅是欧洲的汽车制造商出现这种状况,中国最大的汽车制造商上汽公司在前一天警告称2021年上半年的生产计划削减了50万辆。为何值得关注?对于市场而言:情况不会很快好转捷豹路虎的新闻在周二公布后,其印度母公司塔塔汽车公司的股价下跌了近9%,梅赛德斯奔驰公司的母公司戴姆勒公司的股价下跌4%。预期芯片的短缺所引发的问题将持续到2023年,汽车制造商的面临的困境仅仅是一个开始。这种情况可能导致汽车制造商花费更多的钱:一家咨询公司近期上调汽车制造商今年的营收损失至1100亿美元,这个上调还是在以上汽车制造商公布消息之前。聚焦:汽车制造商适者生存芯片危机迫使汽车制造商调整战略。例如,在芯片短缺持续期间,捷豹路虎计划将生产重点集中于利润更高的车型。同时,福特汽车愈发重视金融业务,即借钱给客户购买二手车。因为新车供应的减少,买车用户转为购买二手车,这导致二手车价格升向创纪录高点。","text":"发生了什么事情?更多的汽车制造商在本周表示,由于全球性的芯片短缺,他们不得不进行减产。不过积极地想,至少你终于能找到一个停车位了。这意味着什么?今年以来,芯片短缺的问题一直困扰着汽车制造商们:据报道,它们支付的价格低于其他需要芯片的公司,这使得它们排在长长等待队列的末尾。这可能是英国汽车制造商捷豹路虎周二警告称该公司本季度的汽车交付数量将比预期的数量低50%,同时,全球最大的豪车制造商德国梅赛德斯奔驰表示该公司未来两个季度的交付数量受到影响。不仅仅是欧洲的汽车制造商出现这种状况,中国最大的汽车制造商上汽公司在前一天警告称2021年上半年的生产计划削减了50万辆。为何值得关注?对于市场而言:情况不会很快好转捷豹路虎的新闻在周二公布后,其印度母公司塔塔汽车公司的股价下跌了近9%,梅赛德斯奔驰公司的母公司戴姆勒公司的股价下跌4%。预期芯片的短缺所引发的问题将持续到2023年,汽车制造商的面临的困境仅仅是一个开始。这种情况可能导致汽车制造商花费更多的钱:一家咨询公司近期上调汽车制造商今年的营收损失至1100亿美元,这个上调还是在以上汽车制造商公布消息之前。聚焦:汽车制造商适者生存芯片危机迫使汽车制造商调整战略。例如,在芯片短缺持续期间,捷豹路虎计划将生产重点集中于利润更高的车型。同时,福特汽车愈发重视金融业务,即借钱给客户购买二手车。因为新车供应的减少,买车用户转为购买二手车,这导致二手车价格升向创纪录高点。","images":[{"img":"https://static.tigerbbs.com/43863f20378513dad5833fdd557a1077","width":"800","height":"450"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/149141485","isVote":1,"tweetType":1,"viewCount":11465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":140984838,"gmtCreate":1625623833824,"gmtModify":1625623833824,"author":{"id":"3540424973612176","authorId":"3540424973612176","name":"美股研究报告","avatar":"https://static.tigerbbs.com/2d80a534b624956590ed344845895a22","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540424973612176","authorIdStr":"3540424973612176"},"themes":[],"title":"ARK基金7月6日持仓变动","htmlText":"ARK基金7月6日持仓变动ARK基金7月6日持仓变动<a 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ETF(ARKW)$","images":[{"img":"https://static.tigerbbs.com/551920fb5b11aeae329cffea28ad8399","width":"800","height":"428"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/140984838","isVote":1,"tweetType":1,"viewCount":4081,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":156951509,"gmtCreate":1625191847701,"gmtModify":1625191847701,"author":{"id":"3540424973612176","authorId":"3540424973612176","name":"美股研究报告","avatar":"https://static.tigerbbs.com/2d80a534b624956590ed344845895a22","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540424973612176","authorIdStr":"3540424973612176"},"themes":[],"title":"ARK基金7月1日持仓变动,ARKW继续买入boss直聘","htmlText":"ARK基金7月1日持仓变动ARK基金7月1日持仓变动<a target=\"_blank\" href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/ARKW\">$ARK Next Generation Internet 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