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布丁成长日记

独立思考，每周复盘，遵守交易纪律，控制风险，争取持续年化20%收益率。

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- 布丁成长日记布丁成长日记
  ·10-04
  $Oscar Health, Inc.(OSCR)$ 终于突破，继续持股待涨。
  163 评论
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- 布丁成长日记布丁成长日记
  ·2024-08-20
  $Coinbase Global, Inc.(COIN)$ 最近btc和概念股一直在低位震荡，跟不上大盘更比不上芯片，但是我依然看好即将到来的反弹，理由如下：1、200元的位置有强力支撑，大概率跌不下去；2、9月降息已经是明牌，目前的价格还没有price in进去，也就是现在是不错的买点；3、目前打压btc和概念股的最大因素是中东一直达不成停火协议，最近我一直在关注外网新闻，我预测一周内可能达成某种协议缓和局势；4、芯片已经反弹到比较高的位置了，板块轮动也应该到了虚拟货币板块了；5、其实coinbase的上季度财报和未来指引都很好，这是很不巧赶上那三天的大盘大回调。因此，我认为coinbase能继续上250以上，mara能继续上20。我持有coinbase的正股和sp，另外一个IB账户持有1/3的mara正股。@几位大佬讨论[得意] 。@Yonny @肯特岗韭菜 @谋定后动
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- 布丁成长日记布丁成长日记
  ·2024-08-16
  $Coinbase Global, Inc.(COIN)$ 最近大盘和大科技及芯片股已经大幅反弹，大饼和概念股表现依然很弱，基本每天上演冲高回落或者低开低走的戏码，今天比较空闲来问问chatgtp，看看它（她或者他）怎么说[笑哭] [笑哭]
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- 布丁成长日记布丁成长日记
  ·2024-02-26
  她的所谓神话是赶上了美联储超级放水，潮水退了之后…
  先卖英伟达、再卖台积电，“木头姐”看到了什么？
  英伟达炸裂的业绩也未能说服木头姐重拾对AI硬件的信心。
  先卖英伟达、再卖台积电，“木头姐”看到了什么？
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href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a><v-v data-views=\"1\"></v-v> 最近btc和概念股一直在低位震荡，跟不上大盘更比不上芯片，但是我依然看好即将到来的反弹，理由如下：1、200元的位置有强力支撑，大概率跌不下去；2、9月降息已经是明牌，目前的价格还没有price in进去，也就是现在是不错的买点；3、目前打压btc和概念股的最大因素是中东一直达不成停火协议，最近我一直在关注外网新闻，我预测一周内可能达成某种协议缓和局势；4、芯片已经反弹到比较高的位置了，板块轮动也应该到了虚拟货币板块了；5、其实coinbase的上季度财报和未来指引都很好，这是很不巧赶上那三天的大盘大回调。因此，我认为coinbase能继续上250以上，mara能继续上20。我持有coinbase的正股和sp，另外一个IB账户持有1/3的mara正股。@几位大佬讨论[得意]&nbsp; 。<a href=\"https://laohu8.com/U/3579612413176972\">@Yonny</a> <a href=\"https://laohu8.com/U/3569273424887775\">@肯特岗韭菜</a> <a href=\"https://laohu8.com/U/3556673506813374\">@谋定后动</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a><v-v data-views=\"1\"></v-v> 最近btc和概念股一直在低位震荡，跟不上大盘更比不上芯片，但是我依然看好即将到来的反弹，理由如下：1、200元的位置有强力支撑，大概率跌不下去；2、9月降息已经是明牌，目前的价格还没有price in进去，也就是现在是不错的买点；3、目前打压btc和概念股的最大因素是中东一直达不成停火协议，最近我一直在关注外网新闻，我预测一周内可能达成某种协议缓和局势；4、芯片已经反弹到比较高的位置了，板块轮动也应该到了虚拟货币板块了；5、其实coinbase的上季度财报和未来指引都很好，这是很不巧赶上那三天的大盘大回调。因此，我认为coinbase能继续上250以上，mara能继续上20。我持有coinbase的正股和sp，另外一个IB账户持有1/3的mara正股。@几位大佬讨论[得意]&nbsp; 。<a href=\"https://laohu8.com/U/3579612413176972\">@Yonny</a> <a href=\"https://laohu8.com/U/3569273424887775\">@肯特岗韭菜</a> <a href=\"https://laohu8.com/U/3556673506813374\">@谋定后动</a>&nbsp;","text":"$Coinbase Global, Inc.(COIN)$ 最近btc和概念股一直在低位震荡，跟不上大盘更比不上芯片，但是我依然看好即将到来的反弹，理由如下：1、200元的位置有强力支撑，大概率跌不下去；2、9月降息已经是明牌，目前的价格还没有price in进去，也就是现在是不错的买点；3、目前打压btc和概念股的最大因素是中东一直达不成停火协议，最近我一直在关注外网新闻，我预测一周内可能达成某种协议缓和局势；4、芯片已经反弹到比较高的位置了，板块轮动也应该到了虚拟货币板块了；5、其实coinbase的上季度财报和未来指引都很好，这是很不巧赶上那三天的大盘大回调。因此，我认为coinbase能继续上250以上，mara能继续上20。我持有coinbase的正股和sp，另外一个IB账户持有1/3的mara正股。@几位大佬讨论[得意] 。@Yonny @肯特岗韭菜 @谋定后动","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/340328245100616","isVote":1,"tweetType":1,"viewCount":7581,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556673506813374","authorId":"3556673506813374","name":"谋定后动","avatar":"https://static.tigerbbs.com/865a6ec8ea0c03d186fb7dab736911ae","crmLevel":12,"crmLevelSwitch":0,"idStr":"3556673506813374","authorIdStr":"3556673506813374"},"content":"第1、4、5点完全同意；第2点我认为市场已经完全Price In降息25个基点，但还没有完全price in50个基点；第3点我认为中东局势对美国经济或者币圈的影响甚微，伊朗并没有能力制造出更多的麻烦，对于伊朗的统治者来说，目前保住自己的权力远比报复以色列重要的多。","text":"第1、4、5点完全同意；第2点我认为市场已经完全Price In降息25个基点，但还没有完全price in50个基点；第3点我认为中东局势对美国经济或者币圈的影响甚微，伊朗并没有能力制造出更多的麻烦，对于伊朗的统治者来说，目前保住自己的权力远比报复以色列重要的多。","html":"第1、4、5点完全同意；第2点我认为市场已经完全Price In降息25个基点，但还没有完全price in50个基点；第3点我认为中东局势对美国经济或者币圈的影响甚微，伊朗并没有能力制造出更多的麻烦，对于伊朗的统治者来说，目前保住自己的权力远比报复以色列重要的多。"},{"author":{"id":"3579612413176972","authorId":"3579612413176972","name":"Yonny","avatar":"https://static.tigerbbs.com/cec755333c5c72f85e4c5dd5080490c8","crmLevel":8,"crmLevelSwitch":1,"idStr":"3579612413176972","authorIdStr":"3579612413176972"},"content":"我有coin 和 $Core Scientific, Inc.(CORZ)$ ，后边这只走势很强，可以观察下","text":"我有coin 和 $Core Scientific, Inc.(CORZ)$ ，后边这只走势很强，可以观察下","html":"我有coin 和 $Core Scientific, Inc.(CORZ)$ ，后边这只走势很强，可以观察下"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338887964581920,"gmtCreate":1723777072019,"gmtModify":1723777183948,"author":{"id":"3575268079227397","authorId":"3575268079227397","name":"布丁成长日记","avatar":"https://static.tigerbbs.com/ad4d28cdf4fac6ccbfb39947846e3dcc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575268079227397","authorIdStr":"3575268079227397"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a> 最近大盘和大科技及芯片股已经大幅反弹，大饼和概念股表现依然很弱，基本每天上演冲高回落或者低开低走的戏码，今天比较空闲来问问chatgtp，看看它（她或者他）怎么说[笑哭]&nbsp; [笑哭]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a> 最近大盘和大科技及芯片股已经大幅反弹，大饼和概念股表现依然很弱，基本每天上演冲高回落或者低开低走的戏码，今天比较空闲来问问chatgtp，看看它（她或者他）怎么说[笑哭]&nbsp; [笑哭]&nbsp;&nbsp;","text":"$Coinbase Global, Inc.(COIN)$ 最近大盘和大科技及芯片股已经大幅反弹，大饼和概念股表现依然很弱，基本每天上演冲高回落或者低开低走的戏码，今天比较空闲来问问chatgtp，看看它（她或者他）怎么说[笑哭] [笑哭]","images":[{"img":"https://static.tigerbbs.com/88c90884ab1f1b3f3e2f703c4f3c4ff4","width":"603","height":"676"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/338887964581920","isVote":1,"tweetType":1,"viewCount":5045,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571926598065209","authorId":"3571926598065209","name":"SherriSherri","avatar":"https://static.tigerbbs.com/5ba5fcb64c79b81b1e52a753090d57ba","crmLevel":7,"crmLevelSwitch":1,"idStr":"3571926598065209","authorIdStr":"3571926598065209"},"content":"特朗普最近选情很一般 所以也是影响了大饼的短期情绪","text":"特朗普最近选情很一般 所以也是影响了大饼的短期情绪","html":"特朗普最近选情很一般 所以也是影响了大饼的短期情绪"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":278245711093888,"gmtCreate":1708957182772,"gmtModify":1708959820830,"author":{"id":"3575268079227397","authorId":"3575268079227397","name":"布丁成长日记","avatar":"https://static.tigerbbs.com/ad4d28cdf4fac6ccbfb39947846e3dcc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575268079227397","authorIdStr":"3575268079227397"},"themes":[],"htmlText":"她的所谓神话是赶上了美联储超级放水，潮水退了之后…","listText":"她的所谓神话是赶上了美联储超级放水，潮水退了之后…","text":"她的所谓神话是赶上了美联储超级放水，潮水退了之后…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/278245711093888","repostId":"1108113519","repostType":4,"repost":{"id":"1108113519","kind":"news","pubTimestamp":1708956266,"share":"https://www.laohu8.com/m/news/1108113519?lang=&edition=full","pubTime":"2024-02-26 22:04","market":"us","language":"zh","title":"先卖英伟达、再卖台积电，“木头姐”看到了什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1108113519","media":"华尔街见闻","summary":"英伟达炸裂的业绩也未能说服木头姐重拾对AI硬件的信心。","content":"<html><head></head><body><p>英伟达炸裂的业绩也未能说服木头姐重拾对AI硬件的信心，在进一步削减对英伟达敞口的同时，两年多来首次抛售台积电。</p><p style=\"text-align: justify;\">2月26日，媒体报道称，华尔街明星基金经理、方舟投资管理公司的CEO“木头姐”凯茜·伍德（Cathie Wood)管理的Ark自主技术和机器人ETF（ARKQ） 上周五卖出了8599份台积电美国存托凭证(ADR)，为2021年底以来首次减持。就在同一日，该ETF还卖出了2362股英伟达股票。</p><p style=\"text-align: justify;\">按2月23日周五的收盘价计算，ARKQ出售的台积电股票价值约为111.38万美元，出售的英伟达股票价值达到186.17万美元。</p><p style=\"text-align: justify;\">根据2月26日方舟资管官网显示，ARKQ在减持后持有166269份台积电的美国存托凭证，占其投资组合的2.39%；持有29060股英伟达股票，占其投资组合的2.54%。台积电和英伟达均跌出了该基金的前10大持仓名单。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d575c1b4a6236ef6fe3115ab335dbc8\" tg-width=\"640\" tg-height=\"63\"/></p><p style=\"text-align: justify;\">此前木头姐谈及抛售英伟达的原因时曾指出，AI给硬件销售带来的收入增长只是一部分，<strong>软件销售的潜在市场和收入将远远大于硬件，</strong>“每售出1美元的AI硬件，将会让AI软件产生10美元的收入。”</p><h2 id=\"id_1939662615\" style=\"text-align: start;\">木头姐：英伟达涨过了，看好冷门软件股</h2><p style=\"text-align: justify;\">值得注意的是，木头姐曾多次指出，未来AI的发展将改变游戏规则，话虽如此，她并不看好英伟达领导的AI硬件浪潮，几乎全年都在抛售英伟达的股票。</p><p style=\"text-align: justify;\">木头姐认为，英伟达是一个周期性非常强的股票，市场对其的盈利预期过于乐观，当前股价涨过了头，回调的情况会再次发生，竞争加剧和库存调整也将给英伟达带来新的挑战。</p><p style=\"text-align: justify;\">过去12个月英伟达涨幅达到了238%，其主要的合作伙伴台积电在美股也上涨了25%，今年以来，英伟达的涨幅就达到了59%。反观木头姐旗下的旗舰基金，错失英伟达后，ARK创新ETF（ARKK）今年迄今累计下跌近8%；ARKQ今年迄今下滑了超9%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1681f1b9ba65df77c2a2a9e8f1256164\" tg-width=\"640\" tg-height=\"281\"/></p><p style=\"text-align: justify;\">木头姐在抛售英伟达的同时，押注UiPath和Twilio等<strong>较少被提及的冷门软件公司的增长潜力</strong>。<strong>其中，Twilio公司的股价在2月中旬惨遭滑铁卢大跌超18%。</strong></p><p style=\"text-align: justify;\">木头姐称，自己重仓的AI云通信服务商Twilio，股价只有营收的两倍，未来也大有可为。而且很多人都不知道Twilio在为Uber提供通信服务。她说：</p><blockquote><p style=\"text-align: justify;\">“Twilio现在每年大约有1万亿次消费者业务互动。”</p></blockquote><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d3c76ec39d41bb1803250e48ee95023\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","source":"live_wallstreetcn","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>先卖英伟达、再卖台积电，“木头姐”看到了什么？</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先卖英伟达、再卖台积电，“木头姐”看到了什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-26 22:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3709068><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达炸裂的业绩也未能说服木头姐重拾对AI硬件的信心，在进一步削减对英伟达敞口的同时，两年多来首次抛售台积电。2月26日，媒体报道称，华尔街明星基金经理、方舟投资管理公司的CEO“木头姐”凯茜·伍德（Cathie Wood)管理的Ark自主技术和机器人ETF（ARKQ） 上周五卖出了8599份台积电美国存托凭证(ADR)，为2021年底以来首次减持。就在同一日，该ETF还卖出了2362股英伟达股票...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3709068\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2bac572b0a8b519ec28258665395e680","relate_stocks":{"NVDA":"英伟达","TSM":"台积电"},"source_url":"https://wallstreetcn.com/articles/3709068","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1108113519","content_text":"英伟达炸裂的业绩也未能说服木头姐重拾对AI硬件的信心，在进一步削减对英伟达敞口的同时，两年多来首次抛售台积电。2月26日，媒体报道称，华尔街明星基金经理、方舟投资管理公司的CEO“木头姐”凯茜·伍德（Cathie Wood)管理的Ark自主技术和机器人ETF（ARKQ） 上周五卖出了8599份台积电美国存托凭证(ADR)，为2021年底以来首次减持。就在同一日，该ETF还卖出了2362股英伟达股票。按2月23日周五的收盘价计算，ARKQ出售的台积电股票价值约为111.38万美元，出售的英伟达股票价值达到186.17万美元。根据2月26日方舟资管官网显示，ARKQ在减持后持有166269份台积电的美国存托凭证，占其投资组合的2.39%；持有29060股英伟达股票，占其投资组合的2.54%。台积电和英伟达均跌出了该基金的前10大持仓名单。此前木头姐谈及抛售英伟达的原因时曾指出，AI给硬件销售带来的收入增长只是一部分，软件销售的潜在市场和收入将远远大于硬件，“每售出1美元的AI硬件，将会让AI软件产生10美元的收入。”木头姐：英伟达涨过了，看好冷门软件股值得注意的是，木头姐曾多次指出，未来AI的发展将改变游戏规则，话虽如此，她并不看好英伟达领导的AI硬件浪潮，几乎全年都在抛售英伟达的股票。木头姐认为，英伟达是一个周期性非常强的股票，市场对其的盈利预期过于乐观，当前股价涨过了头，回调的情况会再次发生，竞争加剧和库存调整也将给英伟达带来新的挑战。过去12个月英伟达涨幅达到了238%，其主要的合作伙伴台积电在美股也上涨了25%，今年以来，英伟达的涨幅就达到了59%。反观木头姐旗下的旗舰基金，错失英伟达后，ARK创新ETF（ARKK）今年迄今累计下跌近8%；ARKQ今年迄今下滑了超9%。木头姐在抛售英伟达的同时，押注UiPath和Twilio等较少被提及的冷门软件公司的增长潜力。其中，Twilio公司的股价在2月中旬惨遭滑铁卢大跌超18%。木头姐称，自己重仓的AI云通信服务商Twilio，股价只有营收的两倍，未来也大有可为。而且很多人都不知道Twilio在为Uber提供通信服务。她说：“Twilio现在每年大约有1万亿次消费者业务互动。”","news_type":1,"symbols_score_info":{"NVDA":1.1,"TSM":1.1}},"isVote":1,"tweetType":1,"viewCount":4650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}