“木头姐”笑看ARK暴跌：跌一跌反而好，年度回报能更高

华尔街见闻2021-05-08

摘要：木头姐在采访中透露，今年家族基金Archegos暴雷事件的始作俑者Bill Hwang，曾在其2014年创立ARK时发挥过核心作用，为ARK首批四只ETF提供了种子资金。近期美股市场大幅抛售高估值科技股，使得“木头姐”（Cathie Wood）旗下Ark基金遭到重挫。本周，Ark旗舰基金ARKK跌去逾9%，此前一度连续8天下跌，录得两年半最大连续跌幅。这只基金以重仓特斯拉、Zoom等...

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href=https://wallstreetcn.com/articles/3629819>华尔街见闻</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n摘要：木头姐在采访中透露，今年家族基金Archegos暴雷事件的始作俑者Bill Hwang，曾在其2014年创立ARK时发挥过核心作用，为ARK首批四只ETF提供了种子资金。\n\n近期美股市场大幅抛售高估值科技股，使得“木头姐”（Cathie Wood）旗下Ark基金遭到重挫。\n本周，Ark旗舰基金ARKK跌去逾9%，此前一度连续8天下跌，录得两年半最大连续跌幅。这只基金以重仓特斯拉、Zoom等...\n\n<a href=\"https://wallstreetcn.com/articles/3629819\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":null,"symbol_name":null,"start_time":0,"source_url":"https://wallstreetcn.com/articles/3629819","article_id":"1124499400","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/bc10dd92e6bbe5f89cf9438eabdad5c3"],"rights":{"source":"highlight_wallstreetcn","url":"https://wallstreetcn.com/articles/3629819","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1124499400","pubTimestamp":1620461113,"columns":[],"sourceInfo":{"source_id":"highlight_wallstreetcn","name":"华尔街见闻"},"weMediaInfo":null,"summary":"摘要：木头姐在采访中透露，今年家族基金Archegos暴雷事件的始作俑者Bill Hwang，曾在其2014年创立ARK时发挥过核心作用，为ARK首批四只ETF提供了种子资金。\n\n近期美股市场大幅抛售","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{},"translate_title":"\"Wooden Sister\" laughed and watched ARK plummet: it is better to fall, and the annual return can be higher","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/2992a9db32b2002852b53c7958846a52","symbols_score_info":{},"content_text":"摘要：木头姐在采访中透露，今年家族基金Archegos暴雷事件的始作俑者Bill Hwang，曾在其2014年创立ARK时发挥过核心作用，为ARK首批四只ETF提供了种子资金。\n\n近期美股市场大幅抛售高估值科技股，使得“木头姐”（Cathie Wood）旗下Ark基金遭到重挫。\n本周，Ark旗舰基金ARKK跌去逾9%，此前一度连续8天下跌，录得两年半最大连续跌幅。这只基金以重仓特斯拉、Zoom等创新型科技股著称，去年以约150％的年度收益夺得美国基金业绩桂冠，但今年跟随科技股波动跌落神坛，净值较2月峰值已下跌30%以上。\n不过，木头姐对此仍然淡定。\n周五，她在接受CNBC采访时重申其长期投资理念，表示科技股回落不值得担忧，如果放眼5年看长期收益，“除了价格之外，什么都没有改变”。\n她甚至认为，适当的下跌标志着其基金更健康的前景。在CNBC一档名为Closing Bell的节目中，木头姐表示：\n\n我喜欢这样（科技股回调后）的局面，对我们来说，如果市场一股脑地挤在我们所关注的创新领域，那才是最糟糕的情况。\n\n因此，她上调了年度收益预期，预计今年将产生25%-30%的年度复合回报，比她2月预计的15%高出逾10个百分点。\n也是基于此，近期木头姐不断抛售苹果股票，加仓其它创新公司，此举相当于逢低增持创新型股票。\n在木头姐眼里，苹果是一只非常保守的科技股，买苹果和持有现金没太大区别，由于其该ETF不允许持有任何现金，她此前用购买苹果股票作为替代现金的方式。\n\n 在眼下的波动时期，我们则将出售（苹果）这类股票，更纯粹地投入创新业务，或处于早期阶段的创新公司，这些公司正受到市场风险规避的冲击。\n\n周五，ARKK净值出现1.3%的小幅反弹。此前Saut Strategy技术分析师Andrew Adams在报告中指出，ARKK明显超卖，目前净值已跌破9月来的一条底部趋势线（下图红色虚线），如果不能尽快出现反弹，回到趋势线上方，可能会遭受更大幅度的“瀑布式下跌”，给整个市场带来麻烦。\n\nBill Huang曾为ARK提供种子资金\n值得一提的是，木头姐在采访中透露，今年家族基金Archegos暴雷事件的始作俑者Bill Hwang，曾在其2014年创立ARK时发挥过核心作用。\n当初，Bill Hwang曾为ARK首批四只ETF提供种子资金。而早在2013年，两人就曾交流过有关美股，尤其是媒体领域的投资想法。\n\n 我们非常感谢他。当时做市商已经厌倦了投资新策略，他们不愿意将200万美元困在一只没有任何回报的ETF上。于是我们需要去别的地方寻找种子资金，Bill听到我说的创业想法……对我们关注的股票也非常感兴趣，他那时才刚刚开始了解它们。\n\n事实上，两人身上存在更密切的关联。他们同样生活在移民家庭，做着一样的行当，都偏好高风险投资，总部也都设在曼哈顿，而且相隔极近。但最重要的是，同样信奉基督的两个人，共同在美国金融界掀起了一股“信仰”之风。\n疫情之前，他们都会每周在办公室里举办圣经学习会议，邀请很多华尔街人士一起参加。大家在周五早晨七点钟左右，围在一张长桌子旁边，一边抿着咖啡，吃着丹麦酥之类的小点心，一边听着圣经的录音。\n比尔还常常以导师身份，出席伍德ARK基金的例行会议。\n他们都宣扬这样一种理念，那就是把投资当做一种服务上帝的手段，方法就是，把钱分配到有益于人类的领域，造福于上帝的“王国”。比尔曾说他赚钱并不是为了钱本身，而是要通过资本帮助人们改变生活。\n过去几年，Bill Hwang所创立的Archegos在股票上进行了大量高杠杆投资，直至今年3月末，由于无法满足追缴保证金要求而爆仓，给华尔街几家大银行造成了百亿美元的巨大损失。\n木头姐表示，并不知道Bill Hwang目前是否仍是ARK的股东。她透露，Archegos事发后，两人就没有过对话，她只给Bill Hwang发过一张字条，祝他一切顺利。","kind":"news","is_publish_news":false,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":190107954,"gmtCreate":1620604078678,"gmtModify":1704345273645,"author":{"id":"3569319906313275","authorId":"3569319906313275","name":"安妮1022","avatar":"https://static.tigerbbs.com/eaea1956e8190b9ea1701017815730b6","vip":1,"crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3569319906313275","idStr":"3569319906313275"},"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/190107954","repostId":1124499400,"repostType":4,"repost":{"id":"1124499400","kind":"news","pubTimestamp":1620461113,"share":"https://ttm.financial/m/news/1124499400?lang=en_US&edition=fundamental","pubTime":"2021-05-08 16:05","market":"us","language":"zh","title":"\"Sister Wood\" laughed at ARK's plunge: it's better to fall, and the annual return can be higher","url":"https://stock-news.laohu8.com/highlight/detail?id=1124499400","media":"华尔街见闻","summary":"摘要：木头姐在采访中透露，今年家族基金Archegos暴雷事件的始作俑者Bill Hwang，曾在其2014年创立ARK时发挥过核心作用，为ARK首批四只ETF提供了种子资金。\n\n近期美股市场大幅抛售","content":"Abstract: Sister Mumu revealed in an interview that Bill Hwang, the initiator of this year's family fund Archegos thunderstorm, played a central role when he founded ARK in 2014, providing seed funds for ARK's first four ETFs. Recently, the U.S. stock market has sold off high-valued technology stocks sharply, causing Cathie Wood's Ark Fund to suffer a heavy setback.This week, Ark's flagship fund ARKK fell by more than 9%. It had previously fallen for 8 consecutive days, recording the largest consecutive decline in two and a half years. This fund is known for its heavy holdings in innovative technology stocks such as Tesla and Zoom. Last year, it won the U.S. fund performance crown with an annual return of about 150%. However, this year it fell to the altar following the fluctuation of technology stocks, and its net value has dropped by 30% from its peak in February. above.However, Sister Wood is still calm about this.On Friday, she reiterated her long-term investment philosophy in an interview with CNBC, saying that the pullback in tech stocks is not something to worry about,If you look at long-term returns over 5 years, \"nothing has changed except the price\".She even believes that an appropriate decline signals a healthier outlook for her fund. In a CNBC program called Closing Bell, Sister Wood said:I like this situation (after the correction of technology stocks). For us, if the market is squeezed into the innovation areas we are focusing on, that's the worst case scenario.Therefore,She raised her annual earnings forecast, which expects to generate a compound annual return of 25%-30% this year,It was more than 10 percentage points higher than her February forecast of 15%.It is also based on this that Sister Mumu has recently been selling Apple stocks and increasing positions in other innovative companies.The move is equivalent to adding to innovative stocks on dips.In Sister Mu's eyes, Apple is a very conservative technology stock. Buying Apple is not much different from holding cash. Since its ETF is not allowed to hold any cash, she previously used buying Apple stocks as an alternative to cash.In the current period of volatility, we will sell stocks like (Apple) and invest more purely in innovative businesses, or innovative companies in the early stages, which are being hit by market risk aversion. On Friday, ARKK net worth rebounded slightly by 1.3%. Previously, Saut Strategy technical analyst Andrew Adams pointed out in the report that ARKK is obviously oversold, and the current net value has fallen below a bottom trend line since September (the red dotted line in the figure below). If it cannot rebound as soon as possible and return to above the trend line, It may suffer a larger \"waterfall decline\", causing trouble to the entire market.<img src=\"https://static.tigerbbs.com/fd95e936956985c63c8e23b7f3f70475\" tg-width=\"799\" tg-height=\"483\" referrerpolicy=\"no-referrer\">Bill Huang has provided seed funding for ARKIt is worth mentioning that Sister Mu revealed in an interview that Bill Hwang, the initiator of this year's family fund Archegos thunderstorm, played a central role when she founded ARK in 2014.At the beginning, Bill Hwang provided seed funding for ARK's first four ETFs. As early as 2013, the two exchanged investment ideas about US stocks, especially in the media field.We are very grateful to him. At that time, market makers were tired of investing in new strategies, and they were unwilling to trap $2 million in an ETF that didn't pay anything back. So we needed to look for seed funding elsewhere. Bill heard the entrepreneurial ideas I said... and was also very interested in the stocks we were paying attention to. He was just beginning to understand them at that time. In fact, there is a closer connection between the two. They also live in immigrant families, do the same business, prefer high-risk investments, and are both headquartered in Manhattan, which is very close to each other. But most importantly, two people who also believe in Christ have together set off a wind of \"faith\" in the American financial world.Before the pandemic, they would hold weekly Bible study meetings in their offices, and invite many Wall Street people to attend. At about seven o'clock on a Friday morning, everyone gathered around a long table, sipping coffee and eating snacks such as Danish pastry, and listening to the recording of the Bible.Bill also often attends the regular meetings of Wood ARK Fund as a mentor.They all preach the idea that investment is a means of serving God by allocating money to areas beneficial to mankind and the benefit of God's \"kingdom\". Bill once said that he didn't make money for the money itself, but to help people change their lives through capital.In the past few years, Archegos, founded by Bill Hwang, has made a large number of highly leveraged investments in stocks. Until the end of March this year, it liquidated its position due to the inability to meet the margin recovery requirements, causing huge losses of tens of billions of dollars to several big banks on Wall Street.Sister Wood said that she does not know whether Bill Hwang is still a shareholder of ARK. She revealed that after the Archegos incident, the two had never talked. She only sent a note to Bill Hwang wishing him all the best.","source":"highlight_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>\"Sister Wood\" laughed at ARK's plunge: it's better to fall, and the annual return can be higher</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\">\n\"Sister Wood\" laughed at ARK's plunge: it's better to fall, and the annual return can be higher\n</h2>\n<h4 class=\"meta\">\n\n华尔街见闻2021-05-08 16:05\n\n</h4>\n</header>\n<article>\nAbstract: Sister Mumu revealed in an interview that Bill Hwang, the initiator of this year's family fund Archegos thunderstorm, played a central role when he founded ARK in 2014, providing seed funds for ARK's first four ETFs. Recently, the U.S. stock market has sold off high-valued technology stocks sharply, causing Cathie Wood's Ark Fund to suffer a heavy setback.This week, Ark's flagship fund ARKK fell by more than 9%. It had previously fallen for 8 consecutive days, recording the largest consecutive decline in two and a half years. This fund is known for its heavy holdings in innovative technology stocks such as Tesla and Zoom. Last year, it won the U.S. fund performance crown with an annual return of about 150%. However, this year it fell to the altar following the fluctuation of technology stocks, and its net value has dropped by 30% from its peak in February. above.However, Sister Wood is still calm about this.On Friday, she reiterated her long-term investment philosophy in an interview with CNBC, saying that the pullback in tech stocks is not something to worry about,If you look at long-term returns over 5 years, \"nothing has changed except the price\".She even believes that an appropriate decline signals a healthier outlook for her fund. In a CNBC program called Closing Bell, Sister Wood said:I like this situation (after the correction of technology stocks). For us, if the market is squeezed into the innovation areas we are focusing on, that's the worst case scenario.Therefore,She raised her annual earnings forecast, which expects to generate a compound annual return of 25%-30% this year,It was more than 10 percentage points higher than her February forecast of 15%.It is also based on this that Sister Mumu has recently been selling Apple stocks and increasing positions in other innovative companies.The move is equivalent to adding to innovative stocks on dips.In Sister Mu's eyes, Apple is a very conservative technology stock. Buying Apple is not much different from holding cash. Since its ETF is not allowed to hold any cash, she previously used buying Apple stocks as an alternative to cash.In the current period of volatility, we will sell stocks like (Apple) and invest more purely in innovative businesses, or innovative companies in the early stages, which are being hit by market risk aversion. On Friday, ARKK net worth rebounded slightly by 1.3%. Previously, Saut Strategy technical analyst Andrew Adams pointed out in the report that ARKK is obviously oversold, and the current net value has fallen below a bottom trend line since September (the red dotted line in the figure below). If it cannot rebound as soon as possible and return to above the trend line, It may suffer a larger \"waterfall decline\", causing trouble to the entire market.<img src=\"https://static.tigerbbs.com/fd95e936956985c63c8e23b7f3f70475\" tg-width=\"799\" tg-height=\"483\" referrerpolicy=\"no-referrer\">Bill Huang has provided seed funding for ARKIt is worth mentioning that Sister Mu revealed in an interview that Bill Hwang, the initiator of this year's family fund Archegos thunderstorm, played a central role when she founded ARK in 2014.At the beginning, Bill Hwang provided seed funding for ARK's first four ETFs. As early as 2013, the two exchanged investment ideas about US stocks, especially in the media field.We are very grateful to him. At that time, market makers were tired of investing in new strategies, and they were unwilling to trap $2 million in an ETF that didn't pay anything back. So we needed to look for seed funding elsewhere. Bill heard the entrepreneurial ideas I said... and was also very interested in the stocks we were paying attention to. He was just beginning to understand them at that time. In fact, there is a closer connection between the two. They also live in immigrant families, do the same business, prefer high-risk investments, and are both headquartered in Manhattan, which is very close to each other. But most importantly, two people who also believe in Christ have together set off a wind of \"faith\" in the American financial world.Before the pandemic, they would hold weekly Bible study meetings in their offices, and invite many Wall Street people to attend. At about seven o'clock on a Friday morning, everyone gathered around a long table, sipping coffee and eating snacks such as Danish pastry, and listening to the recording of the Bible.Bill also often attends the regular meetings of Wood ARK Fund as a mentor.They all preach the idea that investment is a means of serving God by allocating money to areas beneficial to mankind and the benefit of God's \"kingdom\". Bill once said that he didn't make money for the money itself, but to help people change their lives through capital.In the past few years, Archegos, founded by Bill Hwang, has made a large number of highly leveraged investments in stocks. Until the end of March this year, it liquidated its position due to the inability to meet the margin recovery requirements, causing huge losses of tens of billions of dollars to several big banks on Wall Street.Sister Wood said that she does not know whether Bill Hwang is still a shareholder of ARK. She revealed that after the Archegos incident, the two had never talked. She only sent a note to Bill Hwang wishing him all the best.\n<div class=\"bt-text\">\n\n\n source：<a href=\"https://wallstreetcn.com/articles/3629819\">华尔街见闻</a>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bc10dd92e6bbe5f89cf9438eabdad5c3","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3629819","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1124499400","content_text":"摘要：木头姐在采访中透露，今年家族基金Archegos暴雷事件的始作俑者Bill Hwang，曾在其2014年创立ARK时发挥过核心作用，为ARK首批四只ETF提供了种子资金。\n\n近期美股市场大幅抛售高估值科技股，使得“木头姐”（Cathie Wood）旗下Ark基金遭到重挫。\n本周，Ark旗舰基金ARKK跌去逾9%，此前一度连续8天下跌，录得两年半最大连续跌幅。这只基金以重仓特斯拉、Zoom等创新型科技股著称，去年以约150％的年度收益夺得美国基金业绩桂冠，但今年跟随科技股波动跌落神坛，净值较2月峰值已下跌30%以上。\n不过，木头姐对此仍然淡定。\n周五，她在接受CNBC采访时重申其长期投资理念，表示科技股回落不值得担忧，如果放眼5年看长期收益，“除了价格之外，什么都没有改变”。\n她甚至认为，适当的下跌标志着其基金更健康的前景。在CNBC一档名为Closing Bell的节目中，木头姐表示：\n\n我喜欢这样（科技股回调后）的局面，对我们来说，如果市场一股脑地挤在我们所关注的创新领域，那才是最糟糕的情况。\n\n因此，她上调了年度收益预期，预计今年将产生25%-30%的年度复合回报，比她2月预计的15%高出逾10个百分点。\n也是基于此，近期木头姐不断抛售苹果股票，加仓其它创新公司，此举相当于逢低增持创新型股票。\n在木头姐眼里，苹果是一只非常保守的科技股，买苹果和持有现金没太大区别，由于其该ETF不允许持有任何现金，她此前用购买苹果股票作为替代现金的方式。\n\n 在眼下的波动时期，我们则将出售（苹果）这类股票，更纯粹地投入创新业务，或处于早期阶段的创新公司，这些公司正受到市场风险规避的冲击。\n\n周五，ARKK净值出现1.3%的小幅反弹。此前Saut Strategy技术分析师Andrew Adams在报告中指出，ARKK明显超卖，目前净值已跌破9月来的一条底部趋势线（下图红色虚线），如果不能尽快出现反弹，回到趋势线上方，可能会遭受更大幅度的“瀑布式下跌”，给整个市场带来麻烦。\n\nBill Huang曾为ARK提供种子资金\n值得一提的是，木头姐在采访中透露，今年家族基金Archegos暴雷事件的始作俑者Bill Hwang，曾在其2014年创立ARK时发挥过核心作用。\n当初，Bill Hwang曾为ARK首批四只ETF提供种子资金。而早在2013年，两人就曾交流过有关美股，尤其是媒体领域的投资想法。\n\n 我们非常感谢他。当时做市商已经厌倦了投资新策略，他们不愿意将200万美元困在一只没有任何回报的ETF上。于是我们需要去别的地方寻找种子资金，Bill听到我说的创业想法……对我们关注的股票也非常感兴趣，他那时才刚刚开始了解它们。\n\n事实上，两人身上存在更密切的关联。他们同样生活在移民家庭，做着一样的行当，都偏好高风险投资，总部也都设在曼哈顿，而且相隔极近。但最重要的是，同样信奉基督的两个人，共同在美国金融界掀起了一股“信仰”之风。\n疫情之前，他们都会每周在办公室里举办圣经学习会议，邀请很多华尔街人士一起参加。大家在周五早晨七点钟左右，围在一张长桌子旁边，一边抿着咖啡，吃着丹麦酥之类的小点心，一边听着圣经的录音。\n比尔还常常以导师身份，出席伍德ARK基金的例行会议。\n他们都宣扬这样一种理念，那就是把投资当做一种服务上帝的手段，方法就是，把钱分配到有益于人类的领域，造福于上帝的“王国”。比尔曾说他赚钱并不是为了钱本身，而是要通过资本帮助人们改变生活。\n过去几年，Bill Hwang所创立的Archegos在股票上进行了大量高杠杆投资，直至今年3月末，由于无法满足追缴保证金要求而爆仓，给华尔街几家大银行造成了百亿美元的巨大损失。\n木头姐表示，并不知道Bill Hwang目前是否仍是ARK的股东。她透露，Archegos事发后，两人就没有过对话，她只给Bill Hwang发过一张字条，祝他一切顺利。","news_type":1,"symbols_score_info":{}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4275563,"gmtCreate":1620610253360,"gmtModify":1680787817946,"authorId":3578402372027784,"author":{"id":3578402372027784,"idStr":"3578402372027784","authorId":3578402372027784,"name":"隨缘呗","avatar":"https://static.tigerbbs.com/d112fbb709c85fd78977ffa119acab4d","vip":1,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":190107954,"type":1,"supId":0,"prevId":0,"content":"赞","text":"赞","html":"赞"}],"langContent":"EN"},{"id":107821727,"gmtCreate":1620467702169,"gmtModify":1704344142469,"author":{"id":"3571881968134546","authorId":"3571881968134546","name":"TCT","avatar":"https://static.tigerbbs.com/817788e0e4214dd64f6bc2d3e0bea2eb","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"3571881968134546","idStr":"3571881968134546"},"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/107821727","repostId":1124499400,"repostType":4,"repost":{"id":"1124499400","kind":"news","pubTimestamp":1620461113,"share":"https://ttm.financial/m/news/1124499400?lang=en_US&edition=fundamental","pubTime":"2021-05-08 16:05","market":"us","language":"zh","title":"\"Sister Wood\" laughed at ARK's plunge: it's better to fall, and the annual return can be higher","url":"https://stock-news.laohu8.com/highlight/detail?id=1124499400","media":"华尔街见闻","summary":"摘要：木头姐在采访中透露，今年家族基金Archegos暴雷事件的始作俑者Bill Hwang，曾在其2014年创立ARK时发挥过核心作用，为ARK首批四只ETF提供了种子资金。\n\n近期美股市场大幅抛售","content":"Abstract: Sister Mumu revealed in an interview that Bill Hwang, the initiator of this year's family fund Archegos thunderstorm, played a central role when he founded ARK in 2014, providing seed funds for ARK's first four ETFs. Recently, the U.S. stock market has sold off high-valued technology stocks sharply, causing Cathie Wood's Ark Fund to suffer a heavy setback.This week, Ark's flagship fund ARKK fell by more than 9%. It had previously fallen for 8 consecutive days, recording the largest consecutive decline in two and a half years. This fund is known for its heavy holdings in innovative technology stocks such as Tesla and Zoom. Last year, it won the U.S. fund performance crown with an annual return of about 150%. However, this year it fell to the altar following the fluctuation of technology stocks, and its net value has dropped by 30% from its peak in February. above.However, Sister Wood is still calm about this.On Friday, she reiterated her long-term investment philosophy in an interview with CNBC, saying that the pullback in tech stocks is not something to worry about,If you look at long-term returns over 5 years, \"nothing has changed except the price\".She even believes that an appropriate decline signals a healthier outlook for her fund. In a CNBC program called Closing Bell, Sister Wood said:I like this situation (after the correction of technology stocks). For us, if the market is squeezed into the innovation areas we are focusing on, that's the worst case scenario.Therefore,She raised her annual earnings forecast, which expects to generate a compound annual return of 25%-30% this year,It was more than 10 percentage points higher than her February forecast of 15%.It is also based on this that Sister Mumu has recently been selling Apple stocks and increasing positions in other innovative companies.The move is equivalent to adding to innovative stocks on dips.In Sister Mu's eyes, Apple is a very conservative technology stock. Buying Apple is not much different from holding cash. Since its ETF is not allowed to hold any cash, she previously used buying Apple stocks as an alternative to cash.In the current period of volatility, we will sell stocks like (Apple) and invest more purely in innovative businesses, or innovative companies in the early stages, which are being hit by market risk aversion. On Friday, ARKK net worth rebounded slightly by 1.3%. Previously, Saut Strategy technical analyst Andrew Adams pointed out in the report that ARKK is obviously oversold, and the current net value has fallen below a bottom trend line since September (the red dotted line in the figure below). If it cannot rebound as soon as possible and return to above the trend line, It may suffer a larger \"waterfall decline\", causing trouble to the entire market.<img src=\"https://static.tigerbbs.com/fd95e936956985c63c8e23b7f3f70475\" tg-width=\"799\" tg-height=\"483\" referrerpolicy=\"no-referrer\">Bill Huang has provided seed funding for ARKIt is worth mentioning that Sister Mu revealed in an interview that Bill Hwang, the initiator of this year's family fund Archegos thunderstorm, played a central role when she founded ARK in 2014.At the beginning, Bill Hwang provided seed funding for ARK's first four ETFs. As early as 2013, the two exchanged investment ideas about US stocks, especially in the media field.We are very grateful to him. At that time, market makers were tired of investing in new strategies, and they were unwilling to trap $2 million in an ETF that didn't pay anything back. So we needed to look for seed funding elsewhere. Bill heard the entrepreneurial ideas I said... and was also very interested in the stocks we were paying attention to. He was just beginning to understand them at that time. In fact, there is a closer connection between the two. They also live in immigrant families, do the same business, prefer high-risk investments, and are both headquartered in Manhattan, which is very close to each other. But most importantly, two people who also believe in Christ have together set off a wind of \"faith\" in the American financial world.Before the pandemic, they would hold weekly Bible study meetings in their offices, and invite many Wall Street people to attend. At about seven o'clock on a Friday morning, everyone gathered around a long table, sipping coffee and eating snacks such as Danish pastry, and listening to the recording of the Bible.Bill also often attends the regular meetings of Wood ARK Fund as a mentor.They all preach the idea that investment is a means of serving God by allocating money to areas beneficial to mankind and the benefit of God's \"kingdom\". Bill once said that he didn't make money for the money itself, but to help people change their lives through capital.In the past few years, Archegos, founded by Bill Hwang, has made a large number of highly leveraged investments in stocks. Until the end of March this year, it liquidated its position due to the inability to meet the margin recovery requirements, causing huge losses of tens of billions of dollars to several big banks on Wall Street.Sister Wood said that she does not know whether Bill Hwang is still a shareholder of ARK. She revealed that after the Archegos incident, the two had never talked. She only sent a note to Bill Hwang wishing him all the best.","source":"highlight_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>\"Sister Wood\" laughed at ARK's plunge: it's better to fall, and the annual return can be higher</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\">\n\"Sister Wood\" laughed at ARK's plunge: it's better to fall, and the annual return can be higher\n</h2>\n<h4 class=\"meta\">\n\n华尔街见闻2021-05-08 16:05\n\n</h4>\n</header>\n<article>\nAbstract: Sister Mumu revealed in an interview that Bill Hwang, the initiator of this year's family fund Archegos thunderstorm, played a central role when he founded ARK in 2014, providing seed funds for ARK's first four ETFs. Recently, the U.S. stock market has sold off high-valued technology stocks sharply, causing Cathie Wood's Ark Fund to suffer a heavy setback.This week, Ark's flagship fund ARKK fell by more than 9%. It had previously fallen for 8 consecutive days, recording the largest consecutive decline in two and a half years. This fund is known for its heavy holdings in innovative technology stocks such as Tesla and Zoom. Last year, it won the U.S. fund performance crown with an annual return of about 150%. However, this year it fell to the altar following the fluctuation of technology stocks, and its net value has dropped by 30% from its peak in February. above.However, Sister Wood is still calm about this.On Friday, she reiterated her long-term investment philosophy in an interview with CNBC, saying that the pullback in tech stocks is not something to worry about,If you look at long-term returns over 5 years, \"nothing has changed except the price\".She even believes that an appropriate decline signals a healthier outlook for her fund. In a CNBC program called Closing Bell, Sister Wood said:I like this situation (after the correction of technology stocks). For us, if the market is squeezed into the innovation areas we are focusing on, that's the worst case scenario.Therefore,She raised her annual earnings forecast, which expects to generate a compound annual return of 25%-30% this year,It was more than 10 percentage points higher than her February forecast of 15%.It is also based on this that Sister Mumu has recently been selling Apple stocks and increasing positions in other innovative companies.The move is equivalent to adding to innovative stocks on dips.In Sister Mu's eyes, Apple is a very conservative technology stock. Buying Apple is not much different from holding cash. Since its ETF is not allowed to hold any cash, she previously used buying Apple stocks as an alternative to cash.In the current period of volatility, we will sell stocks like (Apple) and invest more purely in innovative businesses, or innovative companies in the early stages, which are being hit by market risk aversion. On Friday, ARKK net worth rebounded slightly by 1.3%. Previously, Saut Strategy technical analyst Andrew Adams pointed out in the report that ARKK is obviously oversold, and the current net value has fallen below a bottom trend line since September (the red dotted line in the figure below). If it cannot rebound as soon as possible and return to above the trend line, It may suffer a larger \"waterfall decline\", causing trouble to the entire market.<img src=\"https://static.tigerbbs.com/fd95e936956985c63c8e23b7f3f70475\" tg-width=\"799\" tg-height=\"483\" referrerpolicy=\"no-referrer\">Bill Huang has provided seed funding for ARKIt is worth mentioning that Sister Mu revealed in an interview that Bill Hwang, the initiator of this year's family fund Archegos thunderstorm, played a central role when she founded ARK in 2014.At the beginning, Bill Hwang provided seed funding for ARK's first four ETFs. As early as 2013, the two exchanged investment ideas about US stocks, especially in the media field.We are very grateful to him. At that time, market makers were tired of investing in new strategies, and they were unwilling to trap $2 million in an ETF that didn't pay anything back. So we needed to look for seed funding elsewhere. Bill heard the entrepreneurial ideas I said... and was also very interested in the stocks we were paying attention to. He was just beginning to understand them at that time. In fact, there is a closer connection between the two. They also live in immigrant families, do the same business, prefer high-risk investments, and are both headquartered in Manhattan, which is very close to each other. But most importantly, two people who also believe in Christ have together set off a wind of \"faith\" in the American financial world.Before the pandemic, they would hold weekly Bible study meetings in their offices, and invite many Wall Street people to attend. At about seven o'clock on a Friday morning, everyone gathered around a long table, sipping coffee and eating snacks such as Danish pastry, and listening to the recording of the Bible.Bill also often attends the regular meetings of Wood ARK Fund as a mentor.They all preach the idea that investment is a means of serving God by allocating money to areas beneficial to mankind and the benefit of God's \"kingdom\". Bill once said that he didn't make money for the money itself, but to help people change their lives through capital.In the past few years, Archegos, founded by Bill Hwang, has made a large number of highly leveraged investments in stocks. Until the end of March this year, it liquidated its position due to the inability to meet the margin recovery requirements, causing huge losses of tens of billions of dollars to several big banks on Wall Street.Sister Wood said that she does not know whether Bill Hwang is still a shareholder of ARK. She revealed that after the Archegos incident, the two had never talked. She only sent a note to Bill Hwang wishing him all the best.\n<div class=\"bt-text\">\n\n\n source：<a href=\"https://wallstreetcn.com/articles/3629819\">华尔街见闻</a>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bc10dd92e6bbe5f89cf9438eabdad5c3","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3629819","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1124499400","content_text":"摘要：木头姐在采访中透露，今年家族基金Archegos暴雷事件的始作俑者Bill Hwang，曾在其2014年创立ARK时发挥过核心作用，为ARK首批四只ETF提供了种子资金。\n\n近期美股市场大幅抛售高估值科技股，使得“木头姐”（Cathie Wood）旗下Ark基金遭到重挫。\n本周，Ark旗舰基金ARKK跌去逾9%，此前一度连续8天下跌，录得两年半最大连续跌幅。这只基金以重仓特斯拉、Zoom等创新型科技股著称，去年以约150％的年度收益夺得美国基金业绩桂冠，但今年跟随科技股波动跌落神坛，净值较2月峰值已下跌30%以上。\n不过，木头姐对此仍然淡定。\n周五，她在接受CNBC采访时重申其长期投资理念，表示科技股回落不值得担忧，如果放眼5年看长期收益，“除了价格之外，什么都没有改变”。\n她甚至认为，适当的下跌标志着其基金更健康的前景。在CNBC一档名为Closing Bell的节目中，木头姐表示：\n\n我喜欢这样（科技股回调后）的局面，对我们来说，如果市场一股脑地挤在我们所关注的创新领域，那才是最糟糕的情况。\n\n因此，她上调了年度收益预期，预计今年将产生25%-30%的年度复合回报，比她2月预计的15%高出逾10个百分点。\n也是基于此，近期木头姐不断抛售苹果股票，加仓其它创新公司，此举相当于逢低增持创新型股票。\n在木头姐眼里，苹果是一只非常保守的科技股，买苹果和持有现金没太大区别，由于其该ETF不允许持有任何现金，她此前用购买苹果股票作为替代现金的方式。\n\n 在眼下的波动时期，我们则将出售（苹果）这类股票，更纯粹地投入创新业务，或处于早期阶段的创新公司，这些公司正受到市场风险规避的冲击。\n\n周五，ARKK净值出现1.3%的小幅反弹。此前Saut Strategy技术分析师Andrew Adams在报告中指出，ARKK明显超卖，目前净值已跌破9月来的一条底部趋势线（下图红色虚线），如果不能尽快出现反弹，回到趋势线上方，可能会遭受更大幅度的“瀑布式下跌”，给整个市场带来麻烦。\n\nBill Huang曾为ARK提供种子资金\n值得一提的是，木头姐在采访中透露，今年家族基金Archegos暴雷事件的始作俑者Bill Hwang，曾在其2014年创立ARK时发挥过核心作用。\n当初，Bill Hwang曾为ARK首批四只ETF提供种子资金。而早在2013年，两人就曾交流过有关美股，尤其是媒体领域的投资想法。\n\n 我们非常感谢他。当时做市商已经厌倦了投资新策略，他们不愿意将200万美元困在一只没有任何回报的ETF上。于是我们需要去别的地方寻找种子资金，Bill听到我说的创业想法……对我们关注的股票也非常感兴趣，他那时才刚刚开始了解它们。\n\n事实上，两人身上存在更密切的关联。他们同样生活在移民家庭，做着一样的行当，都偏好高风险投资，总部也都设在曼哈顿，而且相隔极近。但最重要的是，同样信奉基督的两个人，共同在美国金融界掀起了一股“信仰”之风。\n疫情之前，他们都会每周在办公室里举办圣经学习会议，邀请很多华尔街人士一起参加。大家在周五早晨七点钟左右，围在一张长桌子旁边，一边抿着咖啡，吃着丹麦酥之类的小点心，一边听着圣经的录音。\n比尔还常常以导师身份，出席伍德ARK基金的例行会议。\n他们都宣扬这样一种理念，那就是把投资当做一种服务上帝的手段，方法就是，把钱分配到有益于人类的领域，造福于上帝的“王国”。比尔曾说他赚钱并不是为了钱本身，而是要通过资本帮助人们改变生活。\n过去几年，Bill Hwang所创立的Archegos在股票上进行了大量高杠杆投资，直至今年3月末，由于无法满足追缴保证金要求而爆仓，给华尔街几家大银行造成了百亿美元的巨大损失。\n木头姐表示，并不知道Bill Hwang目前是否仍是ARK的股东。她透露，Archegos事发后，两人就没有过对话，她只给Bill Hwang发过一张字条，祝他一切顺利。","news_type":1,"symbols_score_info":{}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":107812237,"gmtCreate":1620463446729,"gmtModify":1704344103695,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","vip":1,"crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3582715449264548","idStr":"3582715449264548"},"htmlText":"Hi&nbsp;","listText":"Hi&nbsp;","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/107812237","repostId":1124499400,"repostType":4,"repost":{"id":"1124499400","kind":"news","pubTimestamp":1620461113,"share":"https://ttm.financial/m/news/1124499400?lang=en_US&edition=fundamental","pubTime":"2021-05-08 16:05","market":"us","language":"zh","title":"\"Sister Wood\" laughed at ARK's plunge: it's better to fall, and the annual return can be higher","url":"https://stock-news.laohu8.com/highlight/detail?id=1124499400","media":"华尔街见闻","summary":"摘要：木头姐在采访中透露，今年家族基金Archegos暴雷事件的始作俑者Bill Hwang，曾在其2014年创立ARK时发挥过核心作用，为ARK首批四只ETF提供了种子资金。\n\n近期美股市场大幅抛售","content":"Abstract: Sister Mumu revealed in an interview that Bill Hwang, the initiator of this year's family fund Archegos thunderstorm, played a central role when he founded ARK in 2014, providing seed funds for ARK's first four ETFs. Recently, the U.S. stock market has sold off high-valued technology stocks sharply, causing Cathie Wood's Ark Fund to suffer a heavy setback.This week, Ark's flagship fund ARKK fell by more than 9%. It had previously fallen for 8 consecutive days, recording the largest consecutive decline in two and a half years. This fund is known for its heavy holdings in innovative technology stocks such as Tesla and Zoom. Last year, it won the U.S. fund performance crown with an annual return of about 150%. However, this year it fell to the altar following the fluctuation of technology stocks, and its net value has dropped by 30% from its peak in February. above.However, Sister Wood is still calm about this.On Friday, she reiterated her long-term investment philosophy in an interview with CNBC, saying that the pullback in tech stocks is not something to worry about,If you look at long-term returns over 5 years, \"nothing has changed except the price\".She even believes that an appropriate decline signals a healthier outlook for her fund. In a CNBC program called Closing Bell, Sister Wood said:I like this situation (after the correction of technology stocks). For us, if the market is squeezed into the innovation areas we are focusing on, that's the worst case scenario.Therefore,She raised her annual earnings forecast, which expects to generate a compound annual return of 25%-30% this year,It was more than 10 percentage points higher than her February forecast of 15%.It is also based on this that Sister Mumu has recently been selling Apple stocks and increasing positions in other innovative companies.The move is equivalent to adding to innovative stocks on dips.In Sister Mu's eyes, Apple is a very conservative technology stock. Buying Apple is not much different from holding cash. Since its ETF is not allowed to hold any cash, she previously used buying Apple stocks as an alternative to cash.In the current period of volatility, we will sell stocks like (Apple) and invest more purely in innovative businesses, or innovative companies in the early stages, which are being hit by market risk aversion. On Friday, ARKK net worth rebounded slightly by 1.3%. Previously, Saut Strategy technical analyst Andrew Adams pointed out in the report that ARKK is obviously oversold, and the current net value has fallen below a bottom trend line since September (the red dotted line in the figure below). If it cannot rebound as soon as possible and return to above the trend line, It may suffer a larger \"waterfall decline\", causing trouble to the entire market.<img src=\"https://static.tigerbbs.com/fd95e936956985c63c8e23b7f3f70475\" tg-width=\"799\" tg-height=\"483\" referrerpolicy=\"no-referrer\">Bill Huang has provided seed funding for ARKIt is worth mentioning that Sister Mu revealed in an interview that Bill Hwang, the initiator of this year's family fund Archegos thunderstorm, played a central role when she founded ARK in 2014.At the beginning, Bill Hwang provided seed funding for ARK's first four ETFs. As early as 2013, the two exchanged investment ideas about US stocks, especially in the media field.We are very grateful to him. At that time, market makers were tired of investing in new strategies, and they were unwilling to trap $2 million in an ETF that didn't pay anything back. So we needed to look for seed funding elsewhere. Bill heard the entrepreneurial ideas I said... and was also very interested in the stocks we were paying attention to. He was just beginning to understand them at that time. In fact, there is a closer connection between the two. They also live in immigrant families, do the same business, prefer high-risk investments, and are both headquartered in Manhattan, which is very close to each other. But most importantly, two people who also believe in Christ have together set off a wind of \"faith\" in the American financial world.Before the pandemic, they would hold weekly Bible study meetings in their offices, and invite many Wall Street people to attend. At about seven o'clock on a Friday morning, everyone gathered around a long table, sipping coffee and eating snacks such as Danish pastry, and listening to the recording of the Bible.Bill also often attends the regular meetings of Wood ARK Fund as a mentor.They all preach the idea that investment is a means of serving God by allocating money to areas beneficial to mankind and the benefit of God's \"kingdom\". Bill once said that he didn't make money for the money itself, but to help people change their lives through capital.In the past few years, Archegos, founded by Bill Hwang, has made a large number of highly leveraged investments in stocks. Until the end of March this year, it liquidated its position due to the inability to meet the margin recovery requirements, causing huge losses of tens of billions of dollars to several big banks on Wall Street.Sister Wood said that she does not know whether Bill Hwang is still a shareholder of ARK. She revealed that after the Archegos incident, the two had never talked. She only sent a note to Bill Hwang wishing him all the best.","source":"highlight_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>\"Sister Wood\" laughed at ARK's plunge: it's better to fall, and the annual return can be higher</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\">\n\"Sister Wood\" laughed at ARK's plunge: it's better to fall, and the annual return can be higher\n</h2>\n<h4 class=\"meta\">\n\n华尔街见闻2021-05-08 16:05\n\n</h4>\n</header>\n<article>\nAbstract: Sister Mumu revealed in an interview that Bill Hwang, the initiator of this year's family fund Archegos thunderstorm, played a central role when he founded ARK in 2014, providing seed funds for ARK's first four ETFs. Recently, the U.S. stock market has sold off high-valued technology stocks sharply, causing Cathie Wood's Ark Fund to suffer a heavy setback.This week, Ark's flagship fund ARKK fell by more than 9%. It had previously fallen for 8 consecutive days, recording the largest consecutive decline in two and a half years. This fund is known for its heavy holdings in innovative technology stocks such as Tesla and Zoom. Last year, it won the U.S. fund performance crown with an annual return of about 150%. However, this year it fell to the altar following the fluctuation of technology stocks, and its net value has dropped by 30% from its peak in February. above.However, Sister Wood is still calm about this.On Friday, she reiterated her long-term investment philosophy in an interview with CNBC, saying that the pullback in tech stocks is not something to worry about,If you look at long-term returns over 5 years, \"nothing has changed except the price\".She even believes that an appropriate decline signals a healthier outlook for her fund. In a CNBC program called Closing Bell, Sister Wood said:I like this situation (after the correction of technology stocks). For us, if the market is squeezed into the innovation areas we are focusing on, that's the worst case scenario.Therefore,She raised her annual earnings forecast, which expects to generate a compound annual return of 25%-30% this year,It was more than 10 percentage points higher than her February forecast of 15%.It is also based on this that Sister Mumu has recently been selling Apple stocks and increasing positions in other innovative companies.The move is equivalent to adding to innovative stocks on dips.In Sister Mu's eyes, Apple is a very conservative technology stock. Buying Apple is not much different from holding cash. Since its ETF is not allowed to hold any cash, she previously used buying Apple stocks as an alternative to cash.In the current period of volatility, we will sell stocks like (Apple) and invest more purely in innovative businesses, or innovative companies in the early stages, which are being hit by market risk aversion. On Friday, ARKK net worth rebounded slightly by 1.3%. Previously, Saut Strategy technical analyst Andrew Adams pointed out in the report that ARKK is obviously oversold, and the current net value has fallen below a bottom trend line since September (the red dotted line in the figure below). If it cannot rebound as soon as possible and return to above the trend line, It may suffer a larger \"waterfall decline\", causing trouble to the entire market.<img src=\"https://static.tigerbbs.com/fd95e936956985c63c8e23b7f3f70475\" tg-width=\"799\" tg-height=\"483\" referrerpolicy=\"no-referrer\">Bill Huang has provided seed funding for ARKIt is worth mentioning that Sister Mu revealed in an interview that Bill Hwang, the initiator of this year's family fund Archegos thunderstorm, played a central role when she founded ARK in 2014.At the beginning, Bill Hwang provided seed funding for ARK's first four ETFs. As early as 2013, the two exchanged investment ideas about US stocks, especially in the media field.We are very grateful to him. At that time, market makers were tired of investing in new strategies, and they were unwilling to trap $2 million in an ETF that didn't pay anything back. So we needed to look for seed funding elsewhere. Bill heard the entrepreneurial ideas I said... and was also very interested in the stocks we were paying attention to. He was just beginning to understand them at that time. In fact, there is a closer connection between the two. They also live in immigrant families, do the same business, prefer high-risk investments, and are both headquartered in Manhattan, which is very close to each other. But most importantly, two people who also believe in Christ have together set off a wind of \"faith\" in the American financial world.Before the pandemic, they would hold weekly Bible study meetings in their offices, and invite many Wall Street people to attend. At about seven o'clock on a Friday morning, everyone gathered around a long table, sipping coffee and eating snacks such as Danish pastry, and listening to the recording of the Bible.Bill also often attends the regular meetings of Wood ARK Fund as a mentor.They all preach the idea that investment is a means of serving God by allocating money to areas beneficial to mankind and the benefit of God's \"kingdom\". Bill once said that he didn't make money for the money itself, but to help people change their lives through capital.In the past few years, Archegos, founded by Bill Hwang, has made a large number of highly leveraged investments in stocks. Until the end of March this year, it liquidated its position due to the inability to meet the margin recovery requirements, causing huge losses of tens of billions of dollars to several big banks on Wall Street.Sister Wood said that she does not know whether Bill Hwang is still a shareholder of ARK. She revealed that after the Archegos incident, the two had never talked. She only sent a note to Bill Hwang wishing him all the best.\n<div class=\"bt-text\">\n\n\n source：<a href=\"https://wallstreetcn.com/articles/3629819\">华尔街见闻</a>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bc10dd92e6bbe5f89cf9438eabdad5c3","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3629819","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1124499400","content_text":"摘要：木头姐在采访中透露，今年家族基金Archegos暴雷事件的始作俑者Bill Hwang，曾在其2014年创立ARK时发挥过核心作用，为ARK首批四只ETF提供了种子资金。\n\n近期美股市场大幅抛售高估值科技股，使得“木头姐”（Cathie Wood）旗下Ark基金遭到重挫。\n本周，Ark旗舰基金ARKK跌去逾9%，此前一度连续8天下跌，录得两年半最大连续跌幅。这只基金以重仓特斯拉、Zoom等创新型科技股著称，去年以约150％的年度收益夺得美国基金业绩桂冠，但今年跟随科技股波动跌落神坛，净值较2月峰值已下跌30%以上。\n不过，木头姐对此仍然淡定。\n周五，她在接受CNBC采访时重申其长期投资理念，表示科技股回落不值得担忧，如果放眼5年看长期收益，“除了价格之外，什么都没有改变”。\n她甚至认为，适当的下跌标志着其基金更健康的前景。在CNBC一档名为Closing Bell的节目中，木头姐表示：\n\n我喜欢这样（科技股回调后）的局面，对我们来说，如果市场一股脑地挤在我们所关注的创新领域，那才是最糟糕的情况。\n\n因此，她上调了年度收益预期，预计今年将产生25%-30%的年度复合回报，比她2月预计的15%高出逾10个百分点。\n也是基于此，近期木头姐不断抛售苹果股票，加仓其它创新公司，此举相当于逢低增持创新型股票。\n在木头姐眼里，苹果是一只非常保守的科技股，买苹果和持有现金没太大区别，由于其该ETF不允许持有任何现金，她此前用购买苹果股票作为替代现金的方式。\n\n 在眼下的波动时期，我们则将出售（苹果）这类股票，更纯粹地投入创新业务，或处于早期阶段的创新公司，这些公司正受到市场风险规避的冲击。\n\n周五，ARKK净值出现1.3%的小幅反弹。此前Saut Strategy技术分析师Andrew Adams在报告中指出，ARKK明显超卖，目前净值已跌破9月来的一条底部趋势线（下图红色虚线），如果不能尽快出现反弹，回到趋势线上方，可能会遭受更大幅度的“瀑布式下跌”，给整个市场带来麻烦。\n\nBill Huang曾为ARK提供种子资金\n值得一提的是，木头姐在采访中透露，今年家族基金Archegos暴雷事件的始作俑者Bill Hwang，曾在其2014年创立ARK时发挥过核心作用。\n当初，Bill Hwang曾为ARK首批四只ETF提供种子资金。而早在2013年，两人就曾交流过有关美股，尤其是媒体领域的投资想法。\n\n 我们非常感谢他。当时做市商已经厌倦了投资新策略，他们不愿意将200万美元困在一只没有任何回报的ETF上。于是我们需要去别的地方寻找种子资金，Bill听到我说的创业想法……对我们关注的股票也非常感兴趣，他那时才刚刚开始了解它们。\n\n事实上，两人身上存在更密切的关联。他们同样生活在移民家庭，做着一样的行当，都偏好高风险投资，总部也都设在曼哈顿，而且相隔极近。但最重要的是，同样信奉基督的两个人，共同在美国金融界掀起了一股“信仰”之风。\n疫情之前，他们都会每周在办公室里举办圣经学习会议，邀请很多华尔街人士一起参加。大家在周五早晨七点钟左右，围在一张长桌子旁边，一边抿着咖啡，吃着丹麦酥之类的小点心，一边听着圣经的录音。\n比尔还常常以导师身份，出席伍德ARK基金的例行会议。\n他们都宣扬这样一种理念，那就是把投资当做一种服务上帝的手段，方法就是，把钱分配到有益于人类的领域，造福于上帝的“王国”。比尔曾说他赚钱并不是为了钱本身，而是要通过资本帮助人们改变生活。\n过去几年，Bill Hwang所创立的Archegos在股票上进行了大量高杠杆投资，直至今年3月末，由于无法满足追缴保证金要求而爆仓，给华尔街几家大银行造成了百亿美元的巨大损失。\n木头姐表示，并不知道Bill Hwang目前是否仍是ARK的股东。她透露，Archegos事发后，两人就没有过对话，她只给Bill Hwang发过一张字条，祝他一切顺利。","news_type":1,"symbols_score_info":{}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":16,"commentSize":3,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1124499400","isCrawlerRequest":true}