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2021-06-03

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The wave of stock splits is making a comeback, and the bull market of U.S. stocks welcomes another boost?

2021-05-26

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Three major factors indicate that the "water reverse period" of technology stocks is still not over

2021-04-12

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2021-04-11

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Among the three stocks that "Sister Wood" likes, which one is most worthy of investors' "Call"?

2021-04-09

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Xiaomi ecological chain company Roborock Technology ends up building cars, and the angel wheel is valued at US $240 million

2021-04-07

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Bargain-hunting Chinese concept stocks! Munger takes a fancy to Ali, and the "female version of Buffett" adds to Baidu

2021-04-05

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@TigerOptions:這周重要點位

2021-04-03

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@可乐财经老林:新能源汽車暴跌能不能抄底特斯拉蔚來小鵬汽車股票深度分析特斯拉vs蔚來vs小鵬$小鵬汽車(XPEV)$ $蔚來(NIO)$ $特斯拉(TSLA)$ 美股分析蔚來芯片短缺，停產一週，你認爲是否是一個銷售差的藉口？你會抄底嗎？歡迎大家來B站/油管Youtube關注以及訂閱我的影片 (可樂財經老林投資 CL Investments)求推廣：@孟浩 @Tony特別帥@愛發紅包的虎妞@小虎AV

2021-04-03

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2021-03-23

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08:18","market":"us","language":"zh","title":"The wave of stock splits is making a comeback, and the bull market of U.S. stocks welcomes another boost?","url":"https://stock-news.laohu8.com/highlight/detail?id=1184714420","media":"腾讯美股","summary":"历史数据显示，认为拆股有利于股票长期表现的说法是站不住脚的。比如，就标普500强股票的平均表现而言，在拆股发生之前的五年时间当中，拆股股票有四年的表现都是好于指数本身的，但是在拆股发生之后的五年时间当中，该股票的表现则有四年是不及基准指标的。近期以来，股票拆分再度成为了美国上市企业的一种时尚，而这种曾经被华尔街抛弃多年的实践东山再起是否合理，也成为了坊间热议的焦点。","content":"<p><i>Historical data shows that the argument that a stock splitting is good for a stock's long-term performance is untenable. For example, as far as the average performance of S&P 500 stocks is concerned, in the five years before the stock split, the performance of the split stocks was better than the index itself for four years, but in the five years after the stock split, the performance of the stock was inferior to the benchmark indicator for four years.</i><img src=\"https://static.tigerbbs.com/69508d74da68bae02b72421f3109cb72\" tg-width=\"1080\" tg-height=\"722\" referrerpolicy=\"no-referrer\"></p><p>Recently, stock splitting has once again become a fashion for listed companies in the United States, and whether it is reasonable for this practice, which has been abandoned by Wall Street for many years, to make a comeback has also become the focus of heated discussion.</p><p>Last week,<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>It has become the eighth S&P 500 company to announce a stock split in the past year, and there are many big names among the companies that have done so before, such as the familiar<a href=\"https://laohu8.com/S/AAPL\">Apple</a>And<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Etc. According to Bloomberg data, in such a short period of time, so many S&P 500 constituent stocks split, and the last time similar situation happened was six years ago.</p><p>The background of the resurgence of stock splits is that U.S. stocks have staged a dazzling rise in the past year or so, with nearly 600 constituent stocks in the Russell 3000 Index trading at more than $100.</p><p>As a result, the long-standing but fruitless debate among investors has heated up again-is the stock split an engine that promotes further rises in stock prices, or is it a drag on possible future rises? In fact, in recent years, with the increasing transactions of retail investors and the emergence of so-called fractional shares, that is, sporadic stock holding structures, this debate has been an undercurrent.</p><p>\"From a purely mathematical point of view, the claim that stock splits are a good thing can be said to be unfounded.\" Mark Lehmann, CEO of JMPSecurities, explained. \"However, for a specific stock at a specific price, stock splits can really give people a visual difference. For some investors, it is also difficult to change their thinking.\"</p><p>In fact, the main motivation for companies to choose to split shares is very simple-to make the price of each share cheap and make it easier for investors to buy. Nvidia's stock price has now reached about $650, quadrupled since the beginning of 2019. The company then issued a statement saying that it would conduct a four-part stock split, aiming to \"make it easier for investors and employees to hold stocks\".</p><p>Once, stock splits were widely regarded as a typical feature of bull markets, and it was only not long ago that they lost the widespread favor of the market. In 2006 and 2007, the last cycle when the U.S. stock market hit a new high, 47 of the S&P 500 companies chose to split their stocks, and three of them, namely Nvidia, Paccar and Cummins, even split twice in a row. But in 2019, only two S&P 500 companies chose to split their stocks throughout the year.</p><p>Julian Emanuel, chief equity and derivatives strategist at BTIG, explained that the decision to split stocks is becoming more and more difficult now because of the changes in trading platforms. In short, the rise of commission-free brokerages and the emergence of fractional shares mechanism. These developments \"have largely made the price of a stock irrelevant\".</p><p>Brokers such as Robinhood now allow investors to buy only a portion of a stock, say<a href=\"https://laohu8.com/S/GOOG\">Google</a>Class A shares of parent company Alphabet are priced at more than $2,300, and investors can buy only $1.</p><p>Historical data shows that the argument that a stock splitting is good for a stock's long-term performance is untenable. For example, as far as the average performance of S&P 500 stocks is concerned, in the five years before the stock split, the performance of the split stocks was better than the index itself for four years, but in the five years after the stock split, the performance of the stock was inferior to the benchmark indicator for four years.</p><p>The rise of a new wave of stock splits has also caused widespread speculation in the market. Many investors feel that other big tech companies may follow suit and take similar actions, such as stock prices that have reached four digits<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>。 Between 1998 and 1999, Amazon split its stock three times in a row, but after that, this kind of thing never happened again. The current stock price of the e-commerce giant has exceeded $3,200, and since the last stock split, the historical increase has exceeded 5,000%.</p><p>Not to mention what kind of signals the historical performance record is sending, in the past year, retail investors have risen across the board and become a highly active force in the market. This may also be an important reason why many companies have begun to plan to split stocks.</p><p>According to Bloomberg data, U.S. retail traders now rank second only to market makers and independent high-frequency traders in terms of total trading volume in the market. The retail group has now even surpassed the quantitative investor group, hedge funds, and traditional long players.</p><p>\"A lot of investments are now driven by psychological factors.\" Kevin Walkush, portfolio manager of Jensen InvestmentManagement, pointed out, \"Now, retail investors no longer have to face the consideration of whether to choose fractional shares. They can directly buy the split stocks. This means, The door to the market is increasingly opening to retail investors.\"</p>","source":"txmg","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>The wave of stock splits is making a comeback, and the bull market of U.S. stocks welcomes another boost?</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\">\nThe wave of stock splits is making a comeback, and the bull market of U.S. stocks welcomes another boost?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">腾讯美股</strong><span class=\"h-time small\">2021-06-03 08:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><i>Historical data shows that the argument that a stock splitting is good for a stock's long-term performance is untenable. For example, as far as the average performance of S&P 500 stocks is concerned, in the five years before the stock split, the performance of the split stocks was better than the index itself for four years, but in the five years after the stock split, the performance of the stock was inferior to the benchmark indicator for four years.</i><img src=\"https://static.tigerbbs.com/69508d74da68bae02b72421f3109cb72\" tg-width=\"1080\" tg-height=\"722\" referrerpolicy=\"no-referrer\"></p><p>Recently, stock splitting has once again become a fashion for listed companies in the United States, and whether it is reasonable for this practice, which has been abandoned by Wall Street for many years, to make a comeback has also become the focus of heated discussion.</p><p>Last week,<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>It has become the eighth S&P 500 company to announce a stock split in the past year, and there are many big names among the companies that have done so before, such as the familiar<a href=\"https://laohu8.com/S/AAPL\">Apple</a>And<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Etc. According to Bloomberg data, in such a short period of time, so many S&P 500 constituent stocks split, and the last time similar situation happened was six years ago.</p><p>The background of the resurgence of stock splits is that U.S. stocks have staged a dazzling rise in the past year or so, with nearly 600 constituent stocks in the Russell 3000 Index trading at more than $100.</p><p>As a result, the long-standing but fruitless debate among investors has heated up again-is the stock split an engine that promotes further rises in stock prices, or is it a drag on possible future rises? In fact, in recent years, with the increasing transactions of retail investors and the emergence of so-called fractional shares, that is, sporadic stock holding structures, this debate has been an undercurrent.</p><p>\"From a purely mathematical point of view, the claim that stock splits are a good thing can be said to be unfounded.\" Mark Lehmann, CEO of JMPSecurities, explained. \"However, for a specific stock at a specific price, stock splits can really give people a visual difference. For some investors, it is also difficult to change their thinking.\"</p><p>In fact, the main motivation for companies to choose to split shares is very simple-to make the price of each share cheap and make it easier for investors to buy. Nvidia's stock price has now reached about $650, quadrupled since the beginning of 2019. The company then issued a statement saying that it would conduct a four-part stock split, aiming to \"make it easier for investors and employees to hold stocks\".</p><p>Once, stock splits were widely regarded as a typical feature of bull markets, and it was only not long ago that they lost the widespread favor of the market. In 2006 and 2007, the last cycle when the U.S. stock market hit a new high, 47 of the S&P 500 companies chose to split their stocks, and three of them, namely Nvidia, Paccar and Cummins, even split twice in a row. But in 2019, only two S&P 500 companies chose to split their stocks throughout the year.</p><p>Julian Emanuel, chief equity and derivatives strategist at BTIG, explained that the decision to split stocks is becoming more and more difficult now because of the changes in trading platforms. In short, the rise of commission-free brokerages and the emergence of fractional shares mechanism. These developments \"have largely made the price of a stock irrelevant\".</p><p>Brokers such as Robinhood now allow investors to buy only a portion of a stock, say<a href=\"https://laohu8.com/S/GOOG\">Google</a>Class A shares of parent company Alphabet are priced at more than $2,300, and investors can buy only $1.</p><p>Historical data shows that the argument that a stock splitting is good for a stock's long-term performance is untenable. For example, as far as the average performance of S&P 500 stocks is concerned, in the five years before the stock split, the performance of the split stocks was better than the index itself for four years, but in the five years after the stock split, the performance of the stock was inferior to the benchmark indicator for four years.</p><p>The rise of a new wave of stock splits has also caused widespread speculation in the market. Many investors feel that other big tech companies may follow suit and take similar actions, such as stock prices that have reached four digits<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>。 Between 1998 and 1999, Amazon split its stock three times in a row, but after that, this kind of thing never happened again. The current stock price of the e-commerce giant has exceeded $3,200, and since the last stock split, the historical increase has exceeded 5,000%.</p><p>Not to mention what kind of signals the historical performance record is sending, in the past year, retail investors have risen across the board and become a highly active force in the market. This may also be an important reason why many companies have begun to plan to split stocks.</p><p>According to Bloomberg data, U.S. retail traders now rank second only to market makers and independent high-frequency traders in terms of total trading volume in the market. The retail group has now even surpassed the quantitative investor group, hedge funds, and traditional long players.</p><p>\"A lot of investments are now driven by psychological factors.\" Kevin Walkush, portfolio manager of Jensen InvestmentManagement, pointed out, \"Now, retail investors no longer have to face the consideration of whether to choose fractional shares. They can directly buy the split stocks. This means, The door to the market is increasingly opening to retail investors.\"</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/8WAlSLJhzX4EUUfsMOKuBQ\">腾讯美股</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/347452cc99fb488c45ccd900fcf3aa20","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://mp.weixin.qq.com/s/8WAlSLJhzX4EUUfsMOKuBQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184714420","content_text":"历史数据显示，认为拆股有利于股票长期表现的说法是站不住脚的。比如，就标普500强股票的平均表现而言，在拆股发生之前的五年时间当中，拆股股票有四年的表现都是好于指数本身的，但是在拆股发生之后的五年时间当中，该股票的表现则有四年是不及基准指标的。\n\n\n近期以来，股票拆分再度成为了美国上市企业的一种时尚，而这种曾经被华尔街抛弃多年的实践东山再起是否合理，也成为了坊间热议的焦点。\n上周，英伟达成为了过去一年以来第八家宣布拆股的标普500强企业，而此前这么做了的公司当中不乏大名鼎鼎的角色，比如大家耳熟能详的苹果和特斯拉等。根据彭博的数据，这么短的时间之内，这么多的标普500成份股拆股，上次出现类似情况还要追溯到六年之前。\n拆股大潮再度兴起的背景是，美股在过去一年多时间当中上演了令人目眩的大涨势，罗素3000指数当中有近600只成份股的价格都超过了100美元。\n于是乎，投资者当中那由来已久，却至今没有结果的争论也再度升温——拆股到底是促进股价进一步上涨的引擎，还是未来可能涨势的拖累？事实上，近年以来，伴随散户投资者交易的日益增加，以及所谓零股，即零星股票持有架构的出现，这一争论已经是暗流涌动。\n“从纯数学角度看来，那种宣称拆股是好事的观点可以说是没有任何根据的。”JMPSecurities首席执行官莱曼（Mark Lehmann）解释道，“可是，对于处在特定价位的特定股票而言，拆股却又确实可以给人以一种视觉层面的不同感受，对于一部分投资大众而言，要改变的他们的这种想法也是很难的。”\n其实，企业会选择拆股，最主要的动机是非常简单的——让每一股的价格变得低廉，让投资者更方便买进。英伟达的股价目前已经达到了大约650美元，从2019年年初算起翻了两番。该公司于是发表声明称要进行一分为四的拆股，旨在“让投资者和员工更容易持有股票”。\n曾经，拆股被广泛视为牛市的一种典型特征，失去市场的广泛青睐其实只是不久前的事情。在2006年和2007年，即上一个美股大盘创下新高的周期，标普500强当中有47家选择了拆股，而其中三家，即英伟达、Paccar和Cummins，甚至连续拆分两次。可是到了2019年，全年也只有2家标普500强选择拆股。\nBTIG首席股票和衍生产品策略师伊曼纽尔（Julian Emanuel）解释说，现在拆股的决定越来越难以做出，是因为交易平台发生了变化，简而言之就是免佣金券商兴起，以及零股机制出现。这些发展“很大程度上已经使得一只股票的价格高低变得不再相干了”。\nRobinhood等券商现在都允许投资者只买进一只股票的一部分，比如说谷歌母公司Alphabet的A类股票，价格超过2300美元，而投资者只买1美元也是可以的。\n历史数据显示，认为拆股有利于股票长期表现的说法是站不住脚的。比如，就标普500强股票的平均表现而言，在拆股发生之前的五年时间当中，拆股股票有四年的表现都是好于指数本身的，但是在拆股发生之后的五年时间当中，该股票的表现则有四年是不及基准指标的。\n新一轮拆股潮的兴起也引起了市场的广泛猜测，很多投资者都觉得其他大科技公司也可能跟进，采取类似行动，比如股价已经达到四位数的亚马逊。在1998年至1999年间，亚马逊曾经连续三次拆股，但是在那之后，这种事情就再也没有发生过。电商巨头目前的股价已经超过3200美元，自最后一次拆股至今，历史涨幅超过了5000%。\n且不说历史表现记录在发出怎样的信号，过去一年以来，散户投资者全线崛起，成为市场当中高度活跃的一支力量，这或许也是许多公司开始打起拆股算盘的一个重要原因。\n彭博的数据显示，现在，美国散户交易者在市场上的交易总量排名，已经仅次于做市商和独立高频交易商。散户群体现在甚至已经超过了量化投资者群体、对冲基金，以及传统的多头玩家。\n“大量投资现在都是由心理学因素驱动的。” Jensen InvestmentManagement投资组合经理人沃尔库什（Kevin Walkush）指出，“现在，散户投资者再也不必面对是否选择零股的考虑了，他们完全可以直接买进拆分后的股票。这就意味着，市场的大门正对散户日益敞开。”","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":136741913,"gmtCreate":1622041549932,"gmtModify":1704178419116,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579339677923534","authorIdStr":"3579339677923534"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/136741913","repostId":"2138519408","repostType":4,"repost":{"id":"2138519408","kind":"highlight","pubTimestamp":1622011111,"share":"https://ttm.financial/m/news/2138519408?lang=en_US&edition=fundamental","pubTime":"2021-05-26 14:38","market":"us","language":"zh","title":"Three major factors indicate that the \"water reverse period\" of technology stocks is still not over","url":"https://stock-news.laohu8.com/highlight/detail?id=2138519408","media":"Wind资讯","summary":"随着市场对通胀的担忧有所消化，纳斯达克指数自5月19日以来反弹。但分析师表示，未来价格的波动因素、科技股当前估值及资金流向均表明，当前美股科技公司的回调尚未结束。\n4月29日，纳斯达克综合指数触及14","content":"<p>The Nasdaq has rebounded since May 19 as the market priced in inflation concerns. However, analysts said that future price fluctuations, current valuations of technology stocks and capital flows all indicate that the current correction of U.S. technology companies is not over yet.</p><p>On April 29, the Nasdaq Composite Index hit a record high of 14,211 points. Since then, the index has pulled back close to 3%. While the index's gain of more than 1.5% on Monday may reassure some investors, there are still challenges to the macro drivers of tech stocks that have led the market over the past 10 years.</p><p>RBC strategist Lori Calvasina said: \"We don't see anything wrong with the fundamentals of the tech space, but we think this is an overheld, overvalued part of the market, and it's a wrong macro backdrop for this part of the market right now.\"</p><p>The current backdrop for markets is that growth and inflation are accelerating as economies reopen after a pandemic-induced shock. As a result, sectors and investment styles that benefit more from accelerated GDP growth are preferred compared to sectors and investment styles that can gain growth in other environments.</p><p>Led by Parag Thatte<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>Investors continue to put money into stocks and fixed income products seen as inflation winners, such as TIPS, energy, materials and financials, according to a report from strategists on Friday.</p><p><img src=\"https://static.tigerbbs.com/f3a6d3d53b8204d51b0cd1ebdb3c8fb7\" tg-width=\"796\" tg-height=\"691\" referrerpolicy=\"no-referrer\"></p><p>Energy, materials, and financials also performed well in cyclical trading, value trading, and reopening trading. Commodity prices have soared, and so have expectations for infrastructure. Higher economic growth combined with higher interest rates has injected life into the financial system.</p><p>The money coming into this space comes from investors who are reducing tech deals. Calvasina said: \"We think inflationary pressures are already there and the technology sector is one of the biggest sources of funding to return to reflation... so we don't think it's the best time to return to this space yet.\"</p><p>In a report published last week, Calvasina and her team delved into the shift in investor style from different perspectives, trying to explore whether the pullback at Big Tech has been sufficient. And several reasons indicate that the current correction of technology companies is not over yet.</p><p>Calvasina noted that the current valuation of technology stocks is still on the high side relative to the rest of the market and the historical valuation of technology stocks. As we mentioned above, inflows have not been encouraging, with inflows to tech ETFs flat this year.</p><p><b>Economic data disappoints markets</b></p><p>The consumer confidence index fell short of expectations in April, and the Conference Board's overall confidence index fell more than expected last month. The Conference Board noted that the short-term income outlook is, at least in part, pressured by inflation concerns. A separate report released Tuesday morning showed home prices rose the most in 15 years in March, highlighting a mismatch between supply and demand in more critical areas of the economy that is pushing up home prices.</p><p>However, some members of the US Federal Open Market Committee (fomc) suggested that market participants may not need to worry that rising prices will lead to recent changes in monetary policy in the short term. St. Louis Federal Reserve Bank President James Bullard said on Monday<a href=\"https://laohu8.com/S/YHOO\">Yahoo!</a>Finance said he believes the rise in inflation is \"mostly temporary\" and that the Fed has \"not yet reached\" when discussing tapering asset purchases.</p><p>Kansas City Fed Chairman Ester George said in a separate commentary that she didn't want the Fed to \"rely too much on historical relationships and dynamics in judging the inflation outlook.\" Federal Reserve officials have recently made a series of speeches downplaying the need for short-term monetary policy measures that could dampen market gains.</p><p>While the last two days of trading have given investors at least a brief respite following last week's stock market sell-off, some strategists remain cautious about stocks given that inflation concerns remain high.</p><p>Shawn Cruz, senior market strategist at TD Ameritrade, told Yahoo Finance on Monday, \"Everyone knows now that they should be worried about inflationary pressures and the impact that this could have on monetary policy or corporate profitability.\" \"If they decide to keep rising input costs on the balance sheet, that's fine, at least on the consumer side, we won't see inflation rising, but when earnings come out (in the second quarter), we may see margins rising.\"</p><p>Others have also pointed out that the latest technology-led progress may be short-lived. Calvasina said: \"We still think inflationary pressures are there, and people are moving money away from technology stocks to other sectors, such as financials, energy stocks and materials stocks. We don't think these inflationary pressures will ease anytime soon.\"</p>","source":"wind","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>Three major factors indicate that the \"water reverse period\" of technology stocks is still not over</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\">\nThree major factors indicate that the \"water reverse period\" of technology stocks is still not over\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Wind资讯</strong><span class=\"h-time small\">2021-05-26 14:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Nasdaq has rebounded since May 19 as the market priced in inflation concerns. However, analysts said that future price fluctuations, current valuations of technology stocks and capital flows all indicate that the current correction of U.S. technology companies is not over yet.</p><p>On April 29, the Nasdaq Composite Index hit a record high of 14,211 points. Since then, the index has pulled back close to 3%. While the index's gain of more than 1.5% on Monday may reassure some investors, there are still challenges to the macro drivers of tech stocks that have led the market over the past 10 years.</p><p>RBC strategist Lori Calvasina said: \"We don't see anything wrong with the fundamentals of the tech space, but we think this is an overheld, overvalued part of the market, and it's a wrong macro backdrop for this part of the market right now.\"</p><p>The current backdrop for markets is that growth and inflation are accelerating as economies reopen after a pandemic-induced shock. As a result, sectors and investment styles that benefit more from accelerated GDP growth are preferred compared to sectors and investment styles that can gain growth in other environments.</p><p>Led by Parag Thatte<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>Investors continue to put money into stocks and fixed income products seen as inflation winners, such as TIPS, energy, materials and financials, according to a report from strategists on Friday.</p><p><img src=\"https://static.tigerbbs.com/f3a6d3d53b8204d51b0cd1ebdb3c8fb7\" tg-width=\"796\" tg-height=\"691\" referrerpolicy=\"no-referrer\"></p><p>Energy, materials, and financials also performed well in cyclical trading, value trading, and reopening trading. Commodity prices have soared, and so have expectations for infrastructure. Higher economic growth combined with higher interest rates has injected life into the financial system.</p><p>The money coming into this space comes from investors who are reducing tech deals. Calvasina said: \"We think inflationary pressures are already there and the technology sector is one of the biggest sources of funding to return to reflation... so we don't think it's the best time to return to this space yet.\"</p><p>In a report published last week, Calvasina and her team delved into the shift in investor style from different perspectives, trying to explore whether the pullback at Big Tech has been sufficient. And several reasons indicate that the current correction of technology companies is not over yet.</p><p>Calvasina noted that the current valuation of technology stocks is still on the high side relative to the rest of the market and the historical valuation of technology stocks. As we mentioned above, inflows have not been encouraging, with inflows to tech ETFs flat this year.</p><p><b>Economic data disappoints markets</b></p><p>The consumer confidence index fell short of expectations in April, and the Conference Board's overall confidence index fell more than expected last month. The Conference Board noted that the short-term income outlook is, at least in part, pressured by inflation concerns. A separate report released Tuesday morning showed home prices rose the most in 15 years in March, highlighting a mismatch between supply and demand in more critical areas of the economy that is pushing up home prices.</p><p>However, some members of the US Federal Open Market Committee (fomc) suggested that market participants may not need to worry that rising prices will lead to recent changes in monetary policy in the short term. St. Louis Federal Reserve Bank President James Bullard said on Monday<a href=\"https://laohu8.com/S/YHOO\">Yahoo!</a>Finance said he believes the rise in inflation is \"mostly temporary\" and that the Fed has \"not yet reached\" when discussing tapering asset purchases.</p><p>Kansas City Fed Chairman Ester George said in a separate commentary that she didn't want the Fed to \"rely too much on historical relationships and dynamics in judging the inflation outlook.\" Federal Reserve officials have recently made a series of speeches downplaying the need for short-term monetary policy measures that could dampen market gains.</p><p>While the last two days of trading have given investors at least a brief respite following last week's stock market sell-off, some strategists remain cautious about stocks given that inflation concerns remain high.</p><p>Shawn Cruz, senior market strategist at TD Ameritrade, told Yahoo Finance on Monday, \"Everyone knows now that they should be worried about inflationary pressures and the impact that this could have on monetary policy or corporate profitability.\" \"If they decide to keep rising input costs on the balance sheet, that's fine, at least on the consumer side, we won't see inflation rising, but when earnings come out (in the second quarter), we may see margins rising.\"</p><p>Others have also pointed out that the latest technology-led progress may be short-lived. Calvasina said: \"We still think inflationary pressures are there, and people are moving money away from technology stocks to other sectors, such as financials, energy stocks and materials stocks. We don't think these inflationary pressures will ease anytime soon.\"</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/481817.html\">Wind资讯</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9d770a193c6a88684d0203fd2ec91e4a","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"http://www.zhitongcaijing.com/content/detail/481817.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138519408","content_text":"随着市场对通胀的担忧有所消化，纳斯达克指数自5月19日以来反弹。但分析师表示，未来价格的波动因素、科技股当前估值及资金流向均表明，当前美股科技公司的回调尚未结束。\n4月29日，纳斯达克综合指数触及14211点的纪录高点。自那以来，该指数回调已接近3%。尽管该指数周一超过1.5%的涨幅可能会让一些投资者放心，但过去10年引领市场的科技股的宏观驱动力仍面临挑战。\nRBC策略师Lori Calvasina表示：“我们认为科技领域的基本面没有任何问题，但我们认为，这是市场上被过度持有、估值过高的一部分，目前对这部分市场来说，这是一个错误的宏观背景。”\n当前市场的背景是，随着经济在一场疫情引发的冲击后重新开放，增长和通胀正在加速。因此，与能够在其他环境中获得增长的领域和投资风格相比，从GDP加速增长中获益更多的行业和投资风格更受青睐。\n以Parag Thatte为首的德意志银行策略师上周五发布报告显示，投资者继续将资金投入被视为通胀赢家的股票和固定收益产品，如TIPS、能源、材料和金融类股。\n\n能源、材料和金融类股在周期性交易、价值交易和重新开放交易中也有很好的表现。大宗商品价格飙升，对基础设施的期望也在上升。更高的经济增长与更高的利率相结合，为金融体系注入了活力。\n进入这一领域的资金来自于减少科技交易的投资者。Calvasina称：\"我们认为通胀压力已经存在，科技行业是重返通货再膨胀的最大资金来源之一……所以我们认为现在还不是回到这个领域的最佳时机。”\n在上周发表的一份报告中，Calvasina和她的团队从不同的角度深入研究了投资者风格的转变，试图探索大型科技公司的回调是否已经充分。而几大原因表明，目前科技公司的回调尚未结束。\nCalvasina指出，相对于市场其他部分和科技股的历史估值，科技股当前的估值仍然偏高。正如我们上面提到的，资金流入情况并不令人鼓舞，今年科技ETF的资金流入持平。\n经济数据令市场失望\n4月份消费者信心指数低于预期，美国经济谘商会(Conference Board)上月的整体信心指数跌幅超过预期。美国经济谘商会指出，至少在一定程度上，短期收入前景受到通胀担忧的压力。周二上午公布的另一份报告显示，3月份房价创下15年来的最大涨幅，突显出经济中更多关键领域的供需不匹配推高了房价。\n不过，美国联邦公开市场委员会(fomc)部分成员暗示，市场人士可能不需要担心物价上涨会在短期内促成货币政策的近期变动。圣路易斯联邦储备银行总裁布拉德(James Bullard)周一对雅虎财经表示，他认为通胀上升\"大多是暂时的\"，而美联储在讨论缩减资产购买规模时\"还没有达到\"。\n堪萨斯城联邦储备银行主席埃斯特•乔治在另一篇评论中表示，她不希望美联储\"在判断通胀前景时过度依赖历史关系和动态\"。美联储官员最近发表了一系列讲话，淡化了采取短期货币政策措施的必要性，这些措施可能会抑制市场涨势。\n尽管在上周的股市抛售之后，过去两天的交易给投资者提供了至少短暂的喘息机会，但鉴于对通胀的担忧仍居高不下，一些策略师仍对股市持谨慎态度。\nTD Ameritrade高级市场策略师Shawn Cruz周一对雅虎财经表示，\"现在所有人都知道，他们应该担心通胀压力，以及这可能对货币政策或企业盈利能力造成的影响。\"“如果他们决定将不断上升的投入成本保留在资产负债表上，那很好，至少在消费者方面，我们不会看到通胀上升，但(第二季度)盈利出来时，我们可能会看到利润率上升。”\n其他人也指出，最新的技术引领的进步可能是短暂的。Calvasina表示：“我们仍认为通胀压力存在，人们将资金从科技股移至其他板块，如金融股、能源股和材料股。我们不认为这些通胀压力会在短期内减轻。”","news_type":1,"symbols_score_info":{".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342594651,"gmtCreate":1618229660573,"gmtModify":1704707785299,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579339677923534","authorIdStr":"3579339677923534"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/342594651","repostId":"1163218788","repostType":4,"isVote":1,"tweetType":1,"viewCount":1755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346734439,"gmtCreate":1618111422321,"gmtModify":1704706704135,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579339677923534","authorIdStr":"3579339677923534"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346734439","repostId":"2126006034","repostType":4,"repost":{"id":"2126006034","kind":"highlight","weMediaInfo":{"introduction":"美股研究社，一个专注研究美股的平台，专业的美股投资人都在这。想了解美国股市行情、美股开户、美股资讯、美股公司；想获得一手美股重磅信息；想加入美股交流社群，敬请关注我们吧。","home_visible":0,"media_name":"美股研究社","id":"1074069735","head_image":"https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6"},"pubTimestamp":1618049504,"share":"https://ttm.financial/m/news/2126006034?lang=en_US&edition=fundamental","pubTime":"2021-04-10 18:11","market":"us","language":"zh","title":"Among the three stocks that \"Sister Wood\" likes, which one is most worthy of investors' \"Call\"?","url":"https://stock-news.laohu8.com/highlight/detail?id=2126006034","media":"美股研究社","summary":"下面是三支遭受重创的Cathie Wood股票，它们是目前特别值得买入的股票。","content":"<p>Even the best investors are going through tough times. Such is the case with Cathie Wood, founder and CEO of Ark Investments. Wood's five largest exchange-traded funds (ETFs) are trading well below their highs earlier this year.</p><p>However, the stock market pullback presents a huge opportunity for other investors to buy shares of the best companies owned by the Ark ETF. Below are three beaten-down Cathie Wood stocks that are particularly good buys right now.</p><p><b>Sea Limite (SE.US)</b></p><p>Sea Limited's<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>Ranked fifth in. It is the 10th largest position in ARK Next Generation Internet ETF. The company's shares have fallen more than 12% from the highs set in February.</p><p>Of course, the company announced a steep fourth-quarter loss in early March. However, the stock's decline has more to do with investors pulling out of growth stocks than it has to do with Sea's underlying business. Actually, the company's business is booming.</p><p>Sea's digital entertainment division is cashing in on the success of Free Fire, the highest-grossing mobile game in Latin America and Southeast Asia for six consecutive quarters. The business is essentially subsidizing the company's loss-making division that focuses on digital finance and e-commerce.</p><p>However, I think Sea's long-term outlook is very favorable for all three ventures. Free Fire remains the global mobile gaming giant. Sea's Shopee e-commerce platform has a leading position in markets such as Southeast Asia, Indonesia, and continues to deliver strong revenue growth. The company's SeaMoney mobile wallet is also accelerating.</p><p>I hope Sea's bottom line improves, and I hope its share price rebounds well.</p><p><b>Square (SQ.US)</b></p><p>Wood has no favorite stock than Square (NYSE: SQ). The stock is<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>The largest stock holding and the second largest position in the ARK Innovation ETF and ARK Next Generation Internet ETF. But Square's stock is down 11% from its February high.</p><p>As in the case of Sea Limited, Square's pullback is largely the result of market rotation. While the company's seller ecosystem was negatively impacted by the COVID-19 pandemic, there were signs of improvement in the fourth quarter. Increased vaccine supply bodes well for a stronger performance for the remainder of 2021.</p><p>Meanwhile, Square's cash app digital wallet remains a huge growth story for the company. In the fourth quarter of this year, cash app gross profit surged 162% year-over-year. By driving the use of related products and services, such as cash and debit cards, Square should be able to achieve greater growth.</p><p>In March, the company achieved a major milestone as Square's financial services division began banking. Under the protection of a federally chartered bank, Square will be able to offer more financial services to its business customers. The fintech giant could expand its banking services over time.</p><p>In many ways, Square's efforts to disrupt the financial services industry are just getting started. Its stock price still has plenty of upside.</p><p><b>Teladoc Health (TDOC.US)</b></p><p>In<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>Among the largest holdings, Teladoc Health's holdings are second only to Square. The virtual care industry leader is the fourth largest holding in the ARK Next Generation Internet ETF and ranks first in the ARK Genomic Revolution ETF. As much as Wood likes Teladoc's stock, its stock has fallen nearly 40% from its February high.</p><p>Institutional investors shifting money away from growth stocks is one reason for Teladoc's underperformance. However, the company also expects revenue growth to slow in the fourth quarter of 2021. Furthermore,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Announced plans to enter the telehealth market this summer.</p><p>For all of this, my answer is just looking at the long-term outlook for Teladoc. Virtual health is still in its early stages. McKinsey Consulting predicts that after the epidemic is over, the U.S. virtual medical market will reach $250 billion per year. Teladoc's opportunities aren't limited to the U.S., either.</p><p>I think there is no doubt that this is a big enough market to support multiple winners. Teladoc's lead, market presence (its customers now account for more than 40% of the Fortune 500 companies), and range of products and services give the company a solid competitive advantage.</p><p>It is perfectly understandable that 2020 will see an unprecedented surge in telehealth demand due to the pandemic, and revenue growth will slow somewhat. And in the long run, Teladoc should be able to continue to grow strongly.</p>","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>Among the three stocks that \"Sister Wood\" likes, which one is most worthy of investors' \"Call\"?</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\">\nAmong the three stocks that \"Sister Wood\" likes, which one is most worthy of investors' \"Call\"?\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股研究社 </p>\n<p class=\"h-time smaller\">2021-04-10 18:11</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Even the best investors are going through tough times. Such is the case with Cathie Wood, founder and CEO of Ark Investments. Wood's five largest exchange-traded funds (ETFs) are trading well below their highs earlier this year.</p><p>However, the stock market pullback presents a huge opportunity for other investors to buy shares of the best companies owned by the Ark ETF. Below are three beaten-down Cathie Wood stocks that are particularly good buys right now.</p><p><b>Sea Limite (SE.US)</b></p><p>Sea Limited's<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>Ranked fifth in. It is the 10th largest position in ARK Next Generation Internet ETF. The company's shares have fallen more than 12% from the highs set in February.</p><p>Of course, the company announced a steep fourth-quarter loss in early March. However, the stock's decline has more to do with investors pulling out of growth stocks than it has to do with Sea's underlying business. Actually, the company's business is booming.</p><p>Sea's digital entertainment division is cashing in on the success of Free Fire, the highest-grossing mobile game in Latin America and Southeast Asia for six consecutive quarters. The business is essentially subsidizing the company's loss-making division that focuses on digital finance and e-commerce.</p><p>However, I think Sea's long-term outlook is very favorable for all three ventures. Free Fire remains the global mobile gaming giant. Sea's Shopee e-commerce platform has a leading position in markets such as Southeast Asia, Indonesia, and continues to deliver strong revenue growth. The company's SeaMoney mobile wallet is also accelerating.</p><p>I hope Sea's bottom line improves, and I hope its share price rebounds well.</p><p><b>Square (SQ.US)</b></p><p>Wood has no favorite stock than Square (NYSE: SQ). The stock is<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>The largest stock holding and the second largest position in the ARK Innovation ETF and ARK Next Generation Internet ETF. But Square's stock is down 11% from its February high.</p><p>As in the case of Sea Limited, Square's pullback is largely the result of market rotation. While the company's seller ecosystem was negatively impacted by the COVID-19 pandemic, there were signs of improvement in the fourth quarter. Increased vaccine supply bodes well for a stronger performance for the remainder of 2021.</p><p>Meanwhile, Square's cash app digital wallet remains a huge growth story for the company. In the fourth quarter of this year, cash app gross profit surged 162% year-over-year. By driving the use of related products and services, such as cash and debit cards, Square should be able to achieve greater growth.</p><p>In March, the company achieved a major milestone as Square's financial services division began banking. Under the protection of a federally chartered bank, Square will be able to offer more financial services to its business customers. The fintech giant could expand its banking services over time.</p><p>In many ways, Square's efforts to disrupt the financial services industry are just getting started. Its stock price still has plenty of upside.</p><p><b>Teladoc Health (TDOC.US)</b></p><p>In<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>Among the largest holdings, Teladoc Health's holdings are second only to Square. The virtual care industry leader is the fourth largest holding in the ARK Next Generation Internet ETF and ranks first in the ARK Genomic Revolution ETF. As much as Wood likes Teladoc's stock, its stock has fallen nearly 40% from its February high.</p><p>Institutional investors shifting money away from growth stocks is one reason for Teladoc's underperformance. However, the company also expects revenue growth to slow in the fourth quarter of 2021. Furthermore,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Announced plans to enter the telehealth market this summer.</p><p>For all of this, my answer is just looking at the long-term outlook for Teladoc. Virtual health is still in its early stages. McKinsey Consulting predicts that after the epidemic is over, the U.S. virtual medical market will reach $250 billion per year. Teladoc's opportunities aren't limited to the U.S., either.</p><p>I think there is no doubt that this is a big enough market to support multiple winners. Teladoc's lead, market presence (its customers now account for more than 40% of the Fortune 500 companies), and range of products and services give the company a solid competitive advantage.</p><p>It is perfectly understandable that 2020 will see an unprecedented surge in telehealth demand due to the pandemic, and revenue growth will slow somewhat. And in the long run, Teladoc should be able to continue to grow strongly.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://gimg2.baidu.com/image_search/src=http%3A%2F%2Finews.gtimg.com%2Fnewsapp_bt%2F0%2F13178222039%2F641&refer=http%3A%2F%2Finews.gtimg.com&app=2002&size=f9999,10000&q=a80&n=0&g=0n&fmt=jpeg?sec=1619929481&t=d215d79061ca1426fcf3fc9ef6561e9f","relate_stocks":{"ARKK":"ARK Innovation ETF","TDOC":"Teladoc Health Inc.","SE":"Sea Ltd"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2126006034","content_text":"即使是最好的投资者也会经历艰难时期。方舟投资公司创始人兼首席执行官Cathie  Wood就是这样。Wood管理的五大交易所交易基金(ETFs)的股价远低于今年早些时候的高点。然而，股市回调为其他投资者提供了巨大的机会，让他们可以买进方舟ETF所拥有的最好公司的股票。下面是三支遭受重创的Cathie  Wood股票，它们是目前特别值得买入的股票。Sea Limite（SE.US）Sea Limited 在Wood的ARK Fintech Innovation ETF中排名第五。它是ARK Next  Generation Internet ETF的第10大持仓。该公司股价已较2月份创下的高点下跌逾12%。当然，该公司在3月初宣布了第四季度的大幅亏损。然而，该股的下跌更多地与投资者从成长型股票中撤出有关，而不是与Sea的基础业务有关。实际上，公司的业务正在蓬勃发展。Sea的数字娱乐部门正从《Free Fire》的成功中赚得盆满钵满，《Free  Fire》是拉丁美洲和东南亚连续6个季度营收最高的手机游戏。这项业务实质上是在补贴该公司专注于数字金融和电子商务的亏损部门。然而，我认为Sea的长期前景对这三项企业都非常有利。Free  Fire仍然是全球手机游戏巨头。Sea的Shopee电子商务平台在东南亚、印度尼西亚等市场处于领先地位，并持续实现强劲的收入增长。该公司的SeaMoney移动钱包也在加速发展。我希望Sea的底线会有所改善，并且我希望它的股价能很好地反弹。Square（SQ.US）Wood最喜欢的股票莫过于Square(NYSE:SQ)。该股是ARK Fintech Innovation ETF持有的最大股票，也是ARK  Innovation ETF和ARK Next Generation Internet  ETF的第二大头寸。但Square的股价较2月份的高点下跌了11%。与Sea  Limited的情况一样，Square的回调主要是市场轮转的结果。尽管该公司的卖家生态系统受到了COVID-19大流行的负面影响，但第四季度出现了改善的迹象。疫苗供应的增加预示着2021年剩余时间的表现将更加强劲。与此同时，Square的现金应用数字钱包仍然是该公司的一个巨大增长故事。今年第四季度，现金应用毛利润同比飙升162%。通过推动相关产品和服务(如现金卡和借记卡)的使用，Square应该能够实现更大的增长。今年3月，随着Square金融服务部门开始银行业务，该公司实现了一个重要的里程碑。在联邦特许银行的保护下，Square将能够为其商业客户提供更多的金融服务。随着时间的推移，这家金融科技巨头可能会扩大其银行服务。从很多方面来看，Square在颠覆金融服务业方面的努力才刚刚起步。它的股价还有很大的上涨空间。Teladoc Health（TDOC.US）在ARK Innovation ETF持股最多的公司中，Teladoc  Health的持股量仅次于Square。这家虚拟护理行业的领军企业是ARK Next Generation Internet  ETF的第四大持仓，在ARK Genomic Revolution  ETF位列第一。尽管Wood很喜欢Teladoc的股票，但其股价已从2月份的高点下跌了近40%。机构投资者将资金从成长型股票上转移，是Teladoc表现不佳的一个原因。然而，该公司也预计2021年第四季度的收入增长将放缓。此外，亚马逊宣布计划于今年夏天进军远程医疗市场。对于这一切，我的回答只是着眼于Teladoc的长期前景。虚拟医疗仍处于早期阶段。McKinsey咨询公司预测，疫情结束后，美国虚拟医疗市场每年将达到2500亿美元。Teladoc的机会也不仅仅局限于美国。我认为，毫无疑问，这是一个足够大的市场，足以支持多个赢家。Teladoc的领先优势、市场占有率(目前其客户占《财富》500强企业的40%以上)，以及产品和服务的范围，使公司具有坚实的竞争优势。2020年，由于大流行，远程医疗需求前所未有地激增，收入增长将有所放缓，这是完全可以理解的。而从长远来看，Teladoc应该能够持续强劲增长。","news_type":1,"symbols_score_info":{"TDOC":0.9,"ARKK":0.9,"SE":0.9,"SQ":0.9}},"isVote":1,"tweetType":1,"viewCount":1778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348571920,"gmtCreate":1617946489360,"gmtModify":1704705166492,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579339677923534","authorIdStr":"3579339677923534"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348571920","repostId":"1160193963","repostType":4,"repost":{"id":"1160193963","kind":"news","pubTimestamp":1617944845,"share":"https://ttm.financial/m/news/1160193963?lang=en_US&edition=fundamental","pubTime":"2021-04-09 13:07","market":"sh","language":"zh","title":"Xiaomi ecological chain company Roborock Technology ends up building cars, and the angel wheel is valued at US $240 million","url":"https://stock-news.laohu8.com/highlight/detail?id=1160193963","media":"36氪","summary":"小米、百度之后，科技公司造车潮还在延续。36氪从多位行业知情人士处获悉，小米生态链公司石头科技已经下场造车，石头科技创始人兼CEO昌敬亲自操盘，成立独立的汽车公司，石头科技同时也向石头汽车公司出资。与","content":"<p>Millet,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>After that, the wave of car manufacturing by technology companies has continued.</p><p><a href=\"https://laohu8.com/S/KRKR\">36 Krypton</a>It was learned from many industry insiders that Xiaomi Ecological Chain Company<a href=\"https://laohu8.com/S/688169\">Stone Technology</a>Chang Jing, the founder and CEO of Roborock Technology, personally managed the establishment of an independent car company, and Roborock Technology also invested in Roborock Automobile Company. With<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Similarly, Roborock Motor's first car chose the extended-range technology route, and its initial product positioning is a hard-core off-road model similar to the Mercedes-Benz G series.</p><p>Sources revealed to 36Kr that Roborock Technology's car-making project has been launched at the end of 2020, and the angel wheel valuation has reached US $240 million. Roborock Technology's old shareholders Gaorong Capital, Northern Lights Venture Capital and other institutions have invested in the project. Yan Feng, the former CTO of WM Motor, has also joined Roborock Technology's car-making project.</p><p>Regarding the above information, 36 Krypton asked Roborock Technology for verification, but as of press time, no response has been received.</p><p>\"The subscription is very popular, and the subsequent two rounds of financing (Roborock Automobile) have basically been finalized.\" According to industry sources who have come into contact with Roborock Technology Automobile Project.</p><p>Roborock Technology is a star company in Xiaomi's ecological chain, and its main business is sweeping the floor<a href=\"https://laohu8.com/S/300024\">Robot</a>Etc<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Cleaning hardware, its main products are Xiaomi's customized brand Mijia smart sweeping robot, Mijia handheld wireless vacuum cleaner, and its own brand Roborock smart sweeping robot and Xiaowa smart sweeping robot. In February 2020, Roborock Technology landed on the Science and Technology Innovation Board, and its current market value has reached 77 billion yuan.</p><p>Less than 10 days ago, at the end of March, Xiaomi Group announced the construction of cars and established Xiaomi Automobile Company. Lei Jun served as the CEO of the automobile company, with an initial investment of 10 billion yuan. Sources told 36Kr that as far as the current information is concerned, the car projects of Xiaomi and Roborock Technology are independent and unrelated to each other, and the two parties have not cooperated at the capital level.</p><p>\"The starting point of Xiaomi Auto is that Xiaomi or Lei Jun want to bet on a big growth track, and Roborock Technology's car project is more of the personal plot of Roborock Technology CEO Chang Jing.\" A person familiar with the matter told 36Kr that Changjing is a typical car enthusiast, especially loves off-road vehicles. \"He has more than 10 Toyota Prados at home and has a deep research on cars.\" For the first car, Changjing also decisively chose the off-road model of the Mercedes-Benz G series, hoping that with the help of extended range technology, the single battery life will exceed 1,000 kilometers.</p><p>Judging from public information, Chang Jing graduated from South China University of Technology majoring in computer science and was a software engineer. In 2011, he served as<a href=\"https://laohu8.com/S/00700\">Tencent</a>Senior product manager, since then, founded Meitu Tool Beijing Magic Picture Elf. In 2014, Chang Jing founded Roborock Technology. The path he chose for this company was to apply innovative technologies to quickly launch leading products.</p><p>For example, Roborock Technology established an intelligent sweeping robot product based on laser ranging module (LDS) technology from the beginning. In mid-September 2014, the founding team demonstrated the prototype of synchronous positioning and map construction (SLAM) to investors, and therefore obtained investment from Xiaomi and entrusted the company to develop the Mijia intelligent sweeping robot. The lidar and visual SLAM positioning technology used in sweeping robots are being connected with unmanned driving technology.</p><p>In an interview with the media, Chang Jing also said, \"On the one hand, the lidar on the sweeping robot is and<a href=\"https://laohu8.com/S/GOOG\">Google</a>The lidar logic of unmanned vehicles is the same. We are equivalent to applying unmanned vehicle technology to the field of sweeping robots; On the other hand, we moved relevant path planning and positioning technologies indoors and applied them to sweeping robots. \"</p><p>Nowadays, the car-making boom is on the rise, except<a href=\"https://laohu8.com/S/NIO\">Nio</a>, Li Auto and<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>And other leading companies, Baidu, Xiaomi,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>, Huawei is investing in the smart car track. Is there still a chance for new entrants like Roborock Technology?</p><p>A capital person who has been involved in the car manufacturing industry for many years commented to 36Kr that although there are many players, there are still many market segments that are not covered. For example, leading new car manufacturing companies generally focus on the mid-to-high-end market of 200,000-500,000 yuan. In the mass market below 200,000 yuan, there is still no stable smart electric vehicle brand, and there are also innovation opportunities in off-road, tool vehicle and other fields.</p><p>\"In fact, the real wave of new car manufacturing has just begun.\" said the above-mentioned capital source.</p>","source":"36kr_stock","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>Xiaomi ecological chain company Roborock Technology ends up building cars, and the angel wheel is valued at US $240 million</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\">\nXiaomi ecological chain company Roborock Technology ends up building cars, and the angel wheel is valued at US $240 million\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">36氪</strong><span class=\"h-time small\">2021-04-09 13:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Millet,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>After that, the wave of car manufacturing by technology companies has continued.</p><p><a href=\"https://laohu8.com/S/KRKR\">36 Krypton</a>It was learned from many industry insiders that Xiaomi Ecological Chain Company<a href=\"https://laohu8.com/S/688169\">Stone Technology</a>Chang Jing, the founder and CEO of Roborock Technology, personally managed the establishment of an independent car company, and Roborock Technology also invested in Roborock Automobile Company. With<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Similarly, Roborock Motor's first car chose the extended-range technology route, and its initial product positioning is a hard-core off-road model similar to the Mercedes-Benz G series.</p><p>Sources revealed to 36Kr that Roborock Technology's car-making project has been launched at the end of 2020, and the angel wheel valuation has reached US $240 million. Roborock Technology's old shareholders Gaorong Capital, Northern Lights Venture Capital and other institutions have invested in the project. Yan Feng, the former CTO of WM Motor, has also joined Roborock Technology's car-making project.</p><p>Regarding the above information, 36 Krypton asked Roborock Technology for verification, but as of press time, no response has been received.</p><p>\"The subscription is very popular, and the subsequent two rounds of financing (Roborock Automobile) have basically been finalized.\" According to industry sources who have come into contact with Roborock Technology Automobile Project.</p><p>Roborock Technology is a star company in Xiaomi's ecological chain, and its main business is sweeping the floor<a href=\"https://laohu8.com/S/300024\">Robot</a>Etc<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Cleaning hardware, its main products are Xiaomi's customized brand Mijia smart sweeping robot, Mijia handheld wireless vacuum cleaner, and its own brand Roborock smart sweeping robot and Xiaowa smart sweeping robot. In February 2020, Roborock Technology landed on the Science and Technology Innovation Board, and its current market value has reached 77 billion yuan.</p><p>Less than 10 days ago, at the end of March, Xiaomi Group announced the construction of cars and established Xiaomi Automobile Company. Lei Jun served as the CEO of the automobile company, with an initial investment of 10 billion yuan. Sources told 36Kr that as far as the current information is concerned, the car projects of Xiaomi and Roborock Technology are independent and unrelated to each other, and the two parties have not cooperated at the capital level.</p><p>\"The starting point of Xiaomi Auto is that Xiaomi or Lei Jun want to bet on a big growth track, and Roborock Technology's car project is more of the personal plot of Roborock Technology CEO Chang Jing.\" A person familiar with the matter told 36Kr that Changjing is a typical car enthusiast, especially loves off-road vehicles. \"He has more than 10 Toyota Prados at home and has a deep research on cars.\" For the first car, Changjing also decisively chose the off-road model of the Mercedes-Benz G series, hoping that with the help of extended range technology, the single battery life will exceed 1,000 kilometers.</p><p>Judging from public information, Chang Jing graduated from South China University of Technology majoring in computer science and was a software engineer. In 2011, he served as<a href=\"https://laohu8.com/S/00700\">Tencent</a>Senior product manager, since then, founded Meitu Tool Beijing Magic Picture Elf. In 2014, Chang Jing founded Roborock Technology. The path he chose for this company was to apply innovative technologies to quickly launch leading products.</p><p>For example, Roborock Technology established an intelligent sweeping robot product based on laser ranging module (LDS) technology from the beginning. In mid-September 2014, the founding team demonstrated the prototype of synchronous positioning and map construction (SLAM) to investors, and therefore obtained investment from Xiaomi and entrusted the company to develop the Mijia intelligent sweeping robot. The lidar and visual SLAM positioning technology used in sweeping robots are being connected with unmanned driving technology.</p><p>In an interview with the media, Chang Jing also said, \"On the one hand, the lidar on the sweeping robot is and<a href=\"https://laohu8.com/S/GOOG\">Google</a>The lidar logic of unmanned vehicles is the same. We are equivalent to applying unmanned vehicle technology to the field of sweeping robots; On the other hand, we moved relevant path planning and positioning technologies indoors and applied them to sweeping robots. \"</p><p>Nowadays, the car-making boom is on the rise, except<a href=\"https://laohu8.com/S/NIO\">Nio</a>, Li Auto and<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>And other leading companies, Baidu, Xiaomi,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>, Huawei is investing in the smart car track. Is there still a chance for new entrants like Roborock Technology?</p><p>A capital person who has been involved in the car manufacturing industry for many years commented to 36Kr that although there are many players, there are still many market segments that are not covered. For example, leading new car manufacturing companies generally focus on the mid-to-high-end market of 200,000-500,000 yuan. In the mass market below 200,000 yuan, there is still no stable smart electric vehicle brand, and there are also innovation opportunities in off-road, tool vehicle and other fields.</p><p>\"In fact, the real wave of new car manufacturing has just begun.\" said the above-mentioned capital source.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://36kr.com/p/1174231882547458\">36氪</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b9020cc3ba86a02ac5649f251c5ad5f5","relate_stocks":{"688169":"石头科技"},"source_url":"https://36kr.com/p/1174231882547458","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160193963","content_text":"小米、百度之后，科技公司造车潮还在延续。36氪从多位行业知情人士处获悉，小米生态链公司石头科技已经下场造车，石头科技创始人兼CEO昌敬亲自操盘，成立独立的汽车公司，石头科技同时也向石头汽车公司出资。与理想汽车一样，石头汽车首款车选择了增程技术路线，初步的产品定位是类似奔驰G系列的硬派越野车型。消息人士向36氪透露，石头科技的造车项目在2020年底已经启动，天使轮估值达到2.4亿美元，石头科技的老股东高榕资本、北极光创投等机构已投资该项目。前威马汽车CTO闫枫也已经加入石头科技的造车项目。就上述信息，36氪向石头科技求证，截至发稿，未获回应。“认购很火爆，（石头汽车）后续两轮的融资也都基本敲定了。”接触到石头科技汽车项目的行业人士透露。石头科技是小米生态链上的明星公司，主营业务为扫地机器人等智能清洁硬件，其主要产品为小米定制品牌米家智能扫地机器人、米家手持无线吸尘器，以及自有品牌石头智能扫地机器人和小瓦智能扫地机器人。2020年2月，石头科技登陆科创板，目前市值已经达到770亿人民币。不到10天前的3月底，小米集团宣布造车，成立小米汽车公司，雷军担任汽车公司CEO，初步投入100亿元。消息人士告诉36氪，就当下的信息看，小米与石头科技的汽车项目是相互独立的，没有关联，双方也没有在资本层面合作。“小米汽车的出发点，是小米或者雷军要赌下一个大的增长赛道，石头科技的汽车项目更多是石头科技CEO昌敬的个人情节。”有知情人士告诉36氪，昌敬典型的汽车发烧友，尤其钟爱越野车，“他家里有10几台丰田普拉多，对汽车研究很深。”第一款车，昌敬也果断选择了对标奔驰G系列的越野车型，希望借助增程技术，单次续航突破1000公里。从公开信息看，昌敬毕业于华南理工大学计算机专业，软件工程师出身，2011年，任腾讯高级产品经理，此后，创立美图工具北京魔图精灵。2014年，昌敬创立石头科技，他为这家公司选择的路径是应用创新技术快速推出领先产品。例如，石头科技一开始就确立了以基于激光测距模组（LDS）的为技术基础的智能扫地机器人产。在2014年9月中旬，创始团队向投资人演示了同步定位与地图构建（SLAM）的原型，并因此获取小米投资，并委托公司开发米家智能扫地机器人。而扫地机器人应用的激光雷达、视觉SLAM定位技术正与无人驾驶技术相通。接受媒体采访时，昌敬也谈到，“一方面，扫地机器人上的激光雷达，是和谷歌无人车的激光雷达逻辑一样，我们相当于把无人车技术运用到了扫地机器人领域；另一方面，我们把相关路径规划和定位技术搬到了室内，运用在扫地机器人上。”如今，造车热潮高涨，除了蔚来、理想汽车和小鹏汽车等头部公司，百度、小米、苹果、华为都在智能汽车赛道上下场投入，石头科技这样的新入场者是否还有机会？有参与造车行业多年的资本人士向36氪评论称，虽然玩家众多，但仍然有很多细分市场没有被覆盖到，比如新造车头部公司普遍聚焦在20-50万元的中高端左右市场，20万以下的大众市场，仍然没有一款稳定的智能电动车品牌，以及在越野、工具车等领域，同样还有创新机会。“实际上，真正的新造车浪潮才刚开始。”上述资本人士说。","news_type":1,"symbols_score_info":{"688169":0.9}},"isVote":1,"tweetType":1,"viewCount":2617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341859836,"gmtCreate":1617804172325,"gmtModify":1704703369922,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579339677923534","authorIdStr":"3579339677923534"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/341859836","repostId":"1101500877","repostType":4,"repost":{"id":"1101500877","kind":"news","pubTimestamp":1617773331,"share":"https://ttm.financial/m/news/1101500877?lang=en_US&edition=fundamental","pubTime":"2021-04-07 13:28","market":"us","language":"zh","title":"Bargain-hunting Chinese concept stocks! Munger takes a fancy to Ali, and the \"female version of Buffett\" adds to Baidu","url":"https://stock-news.laohu8.com/highlight/detail?id=1101500877","media":"上海证券报","summary":"巴菲特老搭档查理·芒格建仓买入阿里巴巴、“女版巴菲特” 凯瑟琳·伍德加仓百度、京东……趁着中概股异常下跌，华尔街大佬们正忙着抄底中概股。\n“女版巴菲特”持续加仓百度\n被称为“女版巴菲特”的凯瑟琳·伍德","content":"<p><div>Buffett's old partner Charlie Munger opened a position to buy Alibaba, and the \"female version of Buffett\" Catherine Wood added a position to Baidu, JD.com... Taking advantage of the abnormal decline of Chinese concept stocks, Wall Street bosses are busy buying Chinese concept stocks at the bottom. The \"female version of Buffett\" continues to increase positions in Baidu. Katherine Wood, known as the \"female version of Buffett\", has always maintained a high degree of attention to Chinese concept stocks. Recently, when the stock prices of some Chinese concept stocks have dropped sharply, Catherine Wood is quietly increasing her positions. Unlike Buffett, Katherine Wood focuses on cutting-edge technology. Currently, there are five active funds in the ARK product that Catherine Wood is in charge of:...</p><p><a href=\"https://mp.weixin.qq.com/s/r3RK3nJ8gyNVxr_mQLwQBQ\">Web link</a></div></p>","source":"shzqb","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>Bargain-hunting Chinese concept stocks! Munger takes a fancy to Ali, and the \"female version of Buffett\" adds to Baidu</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\">\nBargain-hunting Chinese concept stocks! Munger takes a fancy to Ali, and the \"female version of Buffett\" adds to Baidu\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">上海证券报</strong><span class=\"h-time small\">2021-04-07 13:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>Buffett's old partner Charlie Munger opened a position to buy Alibaba, and the \"female version of Buffett\" Catherine Wood added a position to Baidu, JD.com... Taking advantage of the abnormal decline of Chinese concept stocks, Wall Street bosses are busy buying Chinese concept stocks at the bottom. The \"female version of Buffett\" continues to increase positions in Baidu. Katherine Wood, known as the \"female version of Buffett\", has always maintained a high degree of attention to Chinese concept stocks. Recently, when the stock prices of some Chinese concept stocks have dropped sharply, Catherine Wood is quietly increasing her positions. Unlike Buffett, Katherine Wood focuses on cutting-edge technology. Currently, there are five active funds in the ARK product that Catherine Wood is in charge of:...</p><p><a href=\"https://mp.weixin.qq.com/s/r3RK3nJ8gyNVxr_mQLwQBQ\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/r3RK3nJ8gyNVxr_mQLwQBQ\">上海证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"09888":"百度集团-SW","BIDU":"百度","BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://mp.weixin.qq.com/s/r3RK3nJ8gyNVxr_mQLwQBQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101500877","content_text":"巴菲特老搭档查理·芒格建仓买入阿里巴巴、“女版巴菲特” 凯瑟琳·伍德加仓百度、京东……趁着中概股异常下跌，华尔街大佬们正忙着抄底中概股。\n“女版巴菲特”持续加仓百度\n被称为“女版巴菲特”的凯瑟琳·伍德一直保持着对中概股的高度关注。近期，在部分中概股股价大幅下降之际，凯瑟琳·伍德却在悄悄加仓。\n与巴菲特不同，凯瑟琳·伍德专注于前沿科技领域。目前，凯瑟琳·伍德一手掌管的ARK产品中有五个主动基金：ARKK（创新ETF）、ARKQ（自主技术和机器人ETF）、ARKW（下一代互联网ETF）、ARKG（基因革命ETF）、ARKF（金融科技创新ETF）。\n百度似乎是凯瑟琳·伍德眼中另一个特斯拉。去年12月，ARKK首次建仓百度，之后连续分批加仓。到了4月6日，ARKK的百度持仓量飙升到了351.5万股。与此同时，ARK的另外一支基金ARKW也开始购入百度股票。此后，旗下三大基金ARKK、ARKQ及ARKW均拥有百度仓位。\n截至当地时间4月6日，ARK旗下3只基金共持有约484.5万股百度，总市值近10.77亿美元。\n凯瑟琳·伍德看中的是百度在自动驾驶方面的潜力和入局造车后的巨大想象空间。今年1月，百度宣布正式组建一家智能汽车公司，以整车制造商的身份进军汽车行业，新组建的百度汽车公司将面向乘用车市场，着眼于智能汽车的设计研发、生产制造、销售服务全产业链。\n在百度入局造车后，公司股价一路攀升，最高涨至339.91美元的高位。但在刚刚过去的3月，受美国监管层宣布通过《外国公司问责法案》最终修正案以及Archegos基金爆仓事件等利空消息影响，百度股价大幅缩水，最低跌至204.7美元，月度累计跌幅逾23%，市值缩水数百亿美元。\n在百度股价下挫之际，ARK旗下3只基金仍在持续买入。此前，ARK产品中有4只基金均持有腾讯ADR、京东ADR、3只基金持有贝壳。在电动车概念方面，ARK还持有比亚迪ADR、小牛电动。电商方面，持有电商巨头京东、阿里巴巴等。\n芒格抄底阿里巴巴\n中概股遭遇“水逆”之际，巴菲特的老搭档芒格也在悄悄抄底。\n根据Daily Journal于4月5日提交给美国证监会的13F文件，该公司在2021年第一季度新建仓中概股阿里巴巴，在3月底的持股数为165320股，以当时的股价计算持仓市值约3750万美元。截至2021年第一季度，Daily Journal持有5只股票，总价值1.97亿美元。除阿里巴巴外，该公司还持有富国银行、美国银行、浦项制铁和美国合众银行的股份，这些持仓自2020年底以来一直没有变化。\n去年年底以来，阿里巴巴股价持续大跌。外界认为，查理·芒格建仓的时机大概率是在阿里巴巴大跌之后，抄底意图较为明显。\n安山资本有限公司（Amber Hill Capital Ltd.）资产管理总监杰克逊·黄（Jackson Wong）认为，目前阿里巴巴和腾讯仍是中国的重量级科技股，暂时还看不到有哪个公司可以撼动它们的地位。\n此前，芒格在Daily Journal的年度股东大会上表示看好中国。芒格认为，中国脱贫速度让他震惊。此外，中国的工厂自动化普及率高，中国已经迈入现代化国家行列。\n业内：中概股正在去泡沫\n今年，部分机构仓位调整引发的剧烈动荡使得中概股成为关注焦点。\n财经评论员郭施亮认为，经过了这一轮的快速下跌走势，部分中概股的估值泡沫发生了快速挤压的迹象，这或许只是市场去泡沫的一个演绎过程。\n2020年以来，中概股所面临的外部环境不确定有所增加，中概股回港股上市热度不减。中金公司认为，从长远发展角度考虑，外部压力不断增加会促使更多中概股选择回归以备不时之需，特别是考虑到较低的回归成本。\n“对于符合条件的中概股公司而言，二次上市对企业没有太多新增成本，同股同权、香港联系汇率制度也使得二次上市对美国上市主体的扰动最大限度降到最低，因此选择回归都不啻为一个‘百利而无一害’的后备方案。”中金称。","news_type":1,"symbols_score_info":{"BIDU":0.9,"09888":0.9,"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":2339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349843564,"gmtCreate":1617592901158,"gmtModify":1704700649081,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579339677923534","authorIdStr":"3579339677923534"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/349843564","repostId":"349072987","repostType":1,"repost":{"id":349072987,"gmtCreate":1617511405149,"gmtModify":1704700142217,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572212908677301","authorIdStr":"3572212908677301"},"themes":[],"title":"這周重要點位","htmlText":"這是之前分享<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$NASDAQ(.IXIC)$</a> 的走勢[驚訝] ：上週股市繼續上升，已經快到了13600的壓力位，讓我們繼續觀察接下來的走勢。[吃瓜] 接下來想說這周有可能發生的走勢和個人看法[思考] ： 高開突破13600，在上面震盪[白眼] 震盪慢慢往13600上升[賤笑] 不觸碰13600直接往12800-12900下跌[驚嚇] 高開突破13600，在上面震盪 這走勢讓人最興奮，但不是健康的走法。[汗顏] 之前直接高開突破13270的壓力位後連續幾天下跌，所以如果是高開突破壓力位的走勢需謹慎。[警告] 去追高會有大風險。[暈] 震盪慢慢往13600上升 我個人認爲這是最健康的走勢。繼續靠近壓力位震盪，一旦突破這壓力位會形成強大的支撐點。[正經] 之後繼續向上的走勢。[想吃] 不觸碰13600直接往12800-12900下跌 這走勢讓人最不安。[可憐]有人歡喜有人愁。[丟臉] 尤其是小資金或是滿倉被套牢的朋友，好不容易向上走了又下跌，心裏會很難受。[黑眼圈] 不過空倉或是喜歡做波段的朋友這走勢或許能找到機遇。[真香] 今天就說到這，資金被套住的讓我們繼續保持樂觀的心情！[安慰] 不知大家有何感想或是有什麼不同意見？[疑問] 希望大家能整理好心情，做好準備面對這周的股市！[勝利] 聲明:以上文章的言論純屬個人觀點，如果有不同意見可在以下留言討論。[暗中觀察] <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>","listText":"這是之前分享<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$NASDAQ(.IXIC)$</a> 的走勢[驚訝] ：上週股市繼續上升，已經快到了13600的壓力位，讓我們繼續觀察接下來的走勢。[吃瓜] 接下來想說這周有可能發生的走勢和個人看法[思考] ： 高開突破13600，在上面震盪[白眼] 震盪慢慢往13600上升[賤笑] 不觸碰13600直接往12800-12900下跌[驚嚇] 高開突破13600，在上面震盪 這走勢讓人最興奮，但不是健康的走法。[汗顏] 之前直接高開突破13270的壓力位後連續幾天下跌，所以如果是高開突破壓力位的走勢需謹慎。[警告] 去追高會有大風險。[暈] 震盪慢慢往13600上升 我個人認爲這是最健康的走勢。繼續靠近壓力位震盪，一旦突破這壓力位會形成強大的支撐點。[正經] 之後繼續向上的走勢。[想吃] 不觸碰13600直接往12800-12900下跌 這走勢讓人最不安。[可憐]有人歡喜有人愁。[丟臉] 尤其是小資金或是滿倉被套牢的朋友，好不容易向上走了又下跌，心裏會很難受。[黑眼圈] 不過空倉或是喜歡做波段的朋友這走勢或許能找到機遇。[真香] 今天就說到這，資金被套住的讓我們繼續保持樂觀的心情！[安慰] 不知大家有何感想或是有什麼不同意見？[疑問] 希望大家能整理好心情，做好準備面對這周的股市！[勝利] 聲明:以上文章的言論純屬個人觀點，如果有不同意見可在以下留言討論。[暗中觀察] <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>","text":"這是之前分享$NASDAQ(.IXIC)$ 的走勢[驚訝] ：上週股市繼續上升，已經快到了13600的壓力位，讓我們繼續觀察接下來的走勢。[吃瓜] 接下來想說這周有可能發生的走勢和個人看法[思考] ： 高開突破13600，在上面震盪[白眼] 震盪慢慢往13600上升[賤笑] 不觸碰13600直接往12800-12900下跌[驚嚇] 高開突破13600，在上面震盪 這走勢讓人最興奮，但不是健康的走法。[汗顏] 之前直接高開突破13270的壓力位後連續幾天下跌，所以如果是高開突破壓力位的走勢需謹慎。[警告] 去追高會有大風險。[暈] 震盪慢慢往13600上升 我個人認爲這是最健康的走勢。繼續靠近壓力位震盪，一旦突破這壓力位會形成強大的支撐點。[正經] 之後繼續向上的走勢。[想吃] 不觸碰13600直接往12800-12900下跌 這走勢讓人最不安。[可憐]有人歡喜有人愁。[丟臉] 尤其是小資金或是滿倉被套牢的朋友，好不容易向上走了又下跌，心裏會很難受。[黑眼圈] 不過空倉或是喜歡做波段的朋友這走勢或許能找到機遇。[真香] 今天就說到這，資金被套住的讓我們繼續保持樂觀的心情！[安慰] 不知大家有何感想或是有什麼不同意見？[疑問] 希望大家能整理好心情，做好準備面對這周的股市！[勝利] 聲明:以上文章的言論純屬個人觀點，如果有不同意見可在以下留言討論。[暗中觀察] $Tesla Motors(TSLA)$ $NIO Inc.(NIO)$","images":[{"img":"https://static.tigerbbs.com/31e84db1787d6b70c780d17b9b5c6d5e"},{"img":"https://static.tigerbbs.com/7d7f7f14a49595516c2461124cd884ff"},{"img":"https://static.tigerbbs.com/f495efd8ae58e5db098fa791b7efdfa5"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/349072987","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340217224,"gmtCreate":1617416855168,"gmtModify":1704699528772,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579339677923534","authorIdStr":"3579339677923534"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340217224","repostId":"340696315","repostType":1,"repost":{"id":340696315,"gmtCreate":1617392199037,"gmtModify":1704699363307,"author":{"id":"3568205323495181","authorId":"3568205323495181","name":"可乐财经老林","avatar":"https://static.tigerbbs.com/4d7ec3add0e08961ab9da67b8467ec3d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568205323495181","authorIdStr":"3568205323495181"},"themes":[],"title":"蔚來汽車股票深度分析 利率提高 新能源汽車再次暴跌 能不能抄底 特斯拉vs蔚來vs小鵬 NIO XPEV TSLA 美股分析","htmlText":"\n \n \n  新能源汽車暴跌 能不能抄底 特斯拉 蔚來 小鵬汽車股票深度分析 特斯拉vs蔚來vs小鵬<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鵬汽車(XPEV)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;美股分析蔚來芯片短缺，停產一週，你認爲是否是一個銷售差的藉口？你會抄底嗎？歡迎大家來B站/油管Youtube關注以及訂閱我的影片 (可樂財經 老林投資 CL Investments)求推廣：<a target=\"_blank\" href=\"https://laohu8.com/U/20727972514030\"></a><a target=\"_blank\" href=\"https://laohu8.com/U/58341441844653\">@孟浩</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/20727972514030\">@Tony特別帥</a><a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@愛發紅包的虎妞</a><a target=\"_blank\" href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a>\n \n","listText":"新能源汽車暴跌 能不能抄底 特斯拉 蔚來 小鵬汽車股票深度分析 特斯拉vs蔚來vs小鵬<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鵬汽車(XPEV)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;美股分析蔚來芯片短缺，停產一週，你認爲是否是一個銷售差的藉口？你會抄底嗎？歡迎大家來B站/油管Youtube關注以及訂閱我的影片 (可樂財經 老林投資 CL Investments)求推廣：<a target=\"_blank\" href=\"https://laohu8.com/U/20727972514030\"></a><a target=\"_blank\" href=\"https://laohu8.com/U/58341441844653\">@孟浩</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/20727972514030\">@Tony特別帥</a><a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@愛發紅包的虎妞</a><a target=\"_blank\" href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a>","text":"新能源汽車暴跌 能不能抄底 特斯拉 蔚來 小鵬汽車股票深度分析 特斯拉vs蔚來vs小鵬$小鵬汽車(XPEV)$ $蔚來(NIO)$ $特斯拉(TSLA)$ 美股分析蔚來芯片短缺，停產一週，你認爲是否是一個銷售差的藉口？你會抄底嗎？歡迎大家來B站/油管Youtube關注以及訂閱我的影片 (可樂財經 老林投資 CL Investments)求推廣：@孟浩 @Tony特別帥@愛發紅包的虎妞@小虎AV","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340696315","isVote":1,"tweetType":2,"object":{"id":"10b3c3b97a97473cb2aa68b60c5cff88","tweetId":"340696315","videoUrl":"https://1254107296.vod2.myqcloud.com/7a7d16d1vodger1254107296/0516bc175285890815792803990/AvQXAA8gCTUA.mp4","poster":"https://static.tigerbbs.com/736eaf8822d00e6eb48f6c8b2b21e31b"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340872936,"gmtCreate":1617380189725,"gmtModify":1704699338175,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579339677923534","authorIdStr":"3579339677923534"},"themes":[],"htmlText":"Crm","listText":"Crm","text":"Crm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340872936","repostId":"340851184","repostType":1,"isVote":1,"tweetType":1,"viewCount":1602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353222590,"gmtCreate":1616503301810,"gmtModify":1704794937223,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579339677923534","authorIdStr":"3579339677923534"},"themes":[],"htmlText":"????","listText":"????","text":"????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353222590","repostId":"1163218484","repostType":2,"isVote":1,"tweetType":1,"viewCount":2147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":136741913,"gmtCreate":1622041549932,"gmtModify":1704178419116,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579339677923534","idStr":"3579339677923534"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/136741913","repostId":"2138519408","repostType":4,"repost":{"id":"2138519408","kind":"highlight","pubTimestamp":1622011111,"share":"https://ttm.financial/m/news/2138519408?lang=en_US&edition=fundamental","pubTime":"2021-05-26 14:38","market":"us","language":"zh","title":"Three major factors indicate that the \"water reverse period\" of technology stocks is still not over","url":"https://stock-news.laohu8.com/highlight/detail?id=2138519408","media":"Wind资讯","summary":"随着市场对通胀的担忧有所消化，纳斯达克指数自5月19日以来反弹。但分析师表示，未来价格的波动因素、科技股当前估值及资金流向均表明，当前美股科技公司的回调尚未结束。\n4月29日，纳斯达克综合指数触及14","content":"<p>The Nasdaq has rebounded since May 19 as the market priced in inflation concerns. However, analysts said that future price fluctuations, current valuations of technology stocks and capital flows all indicate that the current correction of U.S. technology companies is not over yet.</p><p>On April 29, the Nasdaq Composite Index hit a record high of 14,211 points. Since then, the index has pulled back close to 3%. While the index's gain of more than 1.5% on Monday may reassure some investors, there are still challenges to the macro drivers of tech stocks that have led the market over the past 10 years.</p><p>RBC strategist Lori Calvasina said: \"We don't see anything wrong with the fundamentals of the tech space, but we think this is an overheld, overvalued part of the market, and it's a wrong macro backdrop for this part of the market right now.\"</p><p>The current backdrop for markets is that growth and inflation are accelerating as economies reopen after a pandemic-induced shock. As a result, sectors and investment styles that benefit more from accelerated GDP growth are preferred compared to sectors and investment styles that can gain growth in other environments.</p><p>Led by Parag Thatte<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>Investors continue to put money into stocks and fixed income products seen as inflation winners, such as TIPS, energy, materials and financials, according to a report from strategists on Friday.</p><p><img src=\"https://static.tigerbbs.com/f3a6d3d53b8204d51b0cd1ebdb3c8fb7\" tg-width=\"796\" tg-height=\"691\" referrerpolicy=\"no-referrer\"></p><p>Energy, materials, and financials also performed well in cyclical trading, value trading, and reopening trading. Commodity prices have soared, and so have expectations for infrastructure. Higher economic growth combined with higher interest rates has injected life into the financial system.</p><p>The money coming into this space comes from investors who are reducing tech deals. Calvasina said: \"We think inflationary pressures are already there and the technology sector is one of the biggest sources of funding to return to reflation... so we don't think it's the best time to return to this space yet.\"</p><p>In a report published last week, Calvasina and her team delved into the shift in investor style from different perspectives, trying to explore whether the pullback at Big Tech has been sufficient. And several reasons indicate that the current correction of technology companies is not over yet.</p><p>Calvasina noted that the current valuation of technology stocks is still on the high side relative to the rest of the market and the historical valuation of technology stocks. As we mentioned above, inflows have not been encouraging, with inflows to tech ETFs flat this year.</p><p><b>Economic data disappoints markets</b></p><p>The consumer confidence index fell short of expectations in April, and the Conference Board's overall confidence index fell more than expected last month. The Conference Board noted that the short-term income outlook is, at least in part, pressured by inflation concerns. A separate report released Tuesday morning showed home prices rose the most in 15 years in March, highlighting a mismatch between supply and demand in more critical areas of the economy that is pushing up home prices.</p><p>However, some members of the US Federal Open Market Committee (fomc) suggested that market participants may not need to worry that rising prices will lead to recent changes in monetary policy in the short term. St. Louis Federal Reserve Bank President James Bullard said on Monday<a href=\"https://laohu8.com/S/YHOO\">Yahoo!</a>Finance said he believes the rise in inflation is \"mostly temporary\" and that the Fed has \"not yet reached\" when discussing tapering asset purchases.</p><p>Kansas City Fed Chairman Ester George said in a separate commentary that she didn't want the Fed to \"rely too much on historical relationships and dynamics in judging the inflation outlook.\" Federal Reserve officials have recently made a series of speeches downplaying the need for short-term monetary policy measures that could dampen market gains.</p><p>While the last two days of trading have given investors at least a brief respite following last week's stock market sell-off, some strategists remain cautious about stocks given that inflation concerns remain high.</p><p>Shawn Cruz, senior market strategist at TD Ameritrade, told Yahoo Finance on Monday, \"Everyone knows now that they should be worried about inflationary pressures and the impact that this could have on monetary policy or corporate profitability.\" \"If they decide to keep rising input costs on the balance sheet, that's fine, at least on the consumer side, we won't see inflation rising, but when earnings come out (in the second quarter), we may see margins rising.\"</p><p>Others have also pointed out that the latest technology-led progress may be short-lived. Calvasina said: \"We still think inflationary pressures are there, and people are moving money away from technology stocks to other sectors, such as financials, energy stocks and materials stocks. We don't think these inflationary pressures will ease anytime soon.\"</p>","source":"wind","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>Three major factors indicate that the \"water reverse period\" of technology stocks is still not over</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\">\nThree major factors indicate that the \"water reverse period\" of technology stocks is still not over\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Wind资讯</strong><span class=\"h-time small\">2021-05-26 14:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Nasdaq has rebounded since May 19 as the market priced in inflation concerns. However, analysts said that future price fluctuations, current valuations of technology stocks and capital flows all indicate that the current correction of U.S. technology companies is not over yet.</p><p>On April 29, the Nasdaq Composite Index hit a record high of 14,211 points. Since then, the index has pulled back close to 3%. While the index's gain of more than 1.5% on Monday may reassure some investors, there are still challenges to the macro drivers of tech stocks that have led the market over the past 10 years.</p><p>RBC strategist Lori Calvasina said: \"We don't see anything wrong with the fundamentals of the tech space, but we think this is an overheld, overvalued part of the market, and it's a wrong macro backdrop for this part of the market right now.\"</p><p>The current backdrop for markets is that growth and inflation are accelerating as economies reopen after a pandemic-induced shock. As a result, sectors and investment styles that benefit more from accelerated GDP growth are preferred compared to sectors and investment styles that can gain growth in other environments.</p><p>Led by Parag Thatte<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>Investors continue to put money into stocks and fixed income products seen as inflation winners, such as TIPS, energy, materials and financials, according to a report from strategists on Friday.</p><p><img src=\"https://static.tigerbbs.com/f3a6d3d53b8204d51b0cd1ebdb3c8fb7\" tg-width=\"796\" tg-height=\"691\" referrerpolicy=\"no-referrer\"></p><p>Energy, materials, and financials also performed well in cyclical trading, value trading, and reopening trading. Commodity prices have soared, and so have expectations for infrastructure. Higher economic growth combined with higher interest rates has injected life into the financial system.</p><p>The money coming into this space comes from investors who are reducing tech deals. Calvasina said: \"We think inflationary pressures are already there and the technology sector is one of the biggest sources of funding to return to reflation... so we don't think it's the best time to return to this space yet.\"</p><p>In a report published last week, Calvasina and her team delved into the shift in investor style from different perspectives, trying to explore whether the pullback at Big Tech has been sufficient. And several reasons indicate that the current correction of technology companies is not over yet.</p><p>Calvasina noted that the current valuation of technology stocks is still on the high side relative to the rest of the market and the historical valuation of technology stocks. As we mentioned above, inflows have not been encouraging, with inflows to tech ETFs flat this year.</p><p><b>Economic data disappoints markets</b></p><p>The consumer confidence index fell short of expectations in April, and the Conference Board's overall confidence index fell more than expected last month. The Conference Board noted that the short-term income outlook is, at least in part, pressured by inflation concerns. A separate report released Tuesday morning showed home prices rose the most in 15 years in March, highlighting a mismatch between supply and demand in more critical areas of the economy that is pushing up home prices.</p><p>However, some members of the US Federal Open Market Committee (fomc) suggested that market participants may not need to worry that rising prices will lead to recent changes in monetary policy in the short term. St. Louis Federal Reserve Bank President James Bullard said on Monday<a href=\"https://laohu8.com/S/YHOO\">Yahoo!</a>Finance said he believes the rise in inflation is \"mostly temporary\" and that the Fed has \"not yet reached\" when discussing tapering asset purchases.</p><p>Kansas City Fed Chairman Ester George said in a separate commentary that she didn't want the Fed to \"rely too much on historical relationships and dynamics in judging the inflation outlook.\" Federal Reserve officials have recently made a series of speeches downplaying the need for short-term monetary policy measures that could dampen market gains.</p><p>While the last two days of trading have given investors at least a brief respite following last week's stock market sell-off, some strategists remain cautious about stocks given that inflation concerns remain high.</p><p>Shawn Cruz, senior market strategist at TD Ameritrade, told Yahoo Finance on Monday, \"Everyone knows now that they should be worried about inflationary pressures and the impact that this could have on monetary policy or corporate profitability.\" \"If they decide to keep rising input costs on the balance sheet, that's fine, at least on the consumer side, we won't see inflation rising, but when earnings come out (in the second quarter), we may see margins rising.\"</p><p>Others have also pointed out that the latest technology-led progress may be short-lived. Calvasina said: \"We still think inflationary pressures are there, and people are moving money away from technology stocks to other sectors, such as financials, energy stocks and materials stocks. We don't think these inflationary pressures will ease anytime soon.\"</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/481817.html\">Wind资讯</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9d770a193c6a88684d0203fd2ec91e4a","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"http://www.zhitongcaijing.com/content/detail/481817.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138519408","content_text":"随着市场对通胀的担忧有所消化，纳斯达克指数自5月19日以来反弹。但分析师表示，未来价格的波动因素、科技股当前估值及资金流向均表明，当前美股科技公司的回调尚未结束。\n4月29日，纳斯达克综合指数触及14211点的纪录高点。自那以来，该指数回调已接近3%。尽管该指数周一超过1.5%的涨幅可能会让一些投资者放心，但过去10年引领市场的科技股的宏观驱动力仍面临挑战。\nRBC策略师Lori Calvasina表示：“我们认为科技领域的基本面没有任何问题，但我们认为，这是市场上被过度持有、估值过高的一部分，目前对这部分市场来说，这是一个错误的宏观背景。”\n当前市场的背景是，随着经济在一场疫情引发的冲击后重新开放，增长和通胀正在加速。因此，与能够在其他环境中获得增长的领域和投资风格相比，从GDP加速增长中获益更多的行业和投资风格更受青睐。\n以Parag Thatte为首的德意志银行策略师上周五发布报告显示，投资者继续将资金投入被视为通胀赢家的股票和固定收益产品，如TIPS、能源、材料和金融类股。\n\n能源、材料和金融类股在周期性交易、价值交易和重新开放交易中也有很好的表现。大宗商品价格飙升，对基础设施的期望也在上升。更高的经济增长与更高的利率相结合，为金融体系注入了活力。\n进入这一领域的资金来自于减少科技交易的投资者。Calvasina称：\"我们认为通胀压力已经存在，科技行业是重返通货再膨胀的最大资金来源之一……所以我们认为现在还不是回到这个领域的最佳时机。”\n在上周发表的一份报告中，Calvasina和她的团队从不同的角度深入研究了投资者风格的转变，试图探索大型科技公司的回调是否已经充分。而几大原因表明，目前科技公司的回调尚未结束。\nCalvasina指出，相对于市场其他部分和科技股的历史估值，科技股当前的估值仍然偏高。正如我们上面提到的，资金流入情况并不令人鼓舞，今年科技ETF的资金流入持平。\n经济数据令市场失望\n4月份消费者信心指数低于预期，美国经济谘商会(Conference Board)上月的整体信心指数跌幅超过预期。美国经济谘商会指出，至少在一定程度上，短期收入前景受到通胀担忧的压力。周二上午公布的另一份报告显示，3月份房价创下15年来的最大涨幅，突显出经济中更多关键领域的供需不匹配推高了房价。\n不过，美国联邦公开市场委员会(fomc)部分成员暗示，市场人士可能不需要担心物价上涨会在短期内促成货币政策的近期变动。圣路易斯联邦储备银行总裁布拉德(James Bullard)周一对雅虎财经表示，他认为通胀上升\"大多是暂时的\"，而美联储在讨论缩减资产购买规模时\"还没有达到\"。\n堪萨斯城联邦储备银行主席埃斯特•乔治在另一篇评论中表示，她不希望美联储\"在判断通胀前景时过度依赖历史关系和动态\"。美联储官员最近发表了一系列讲话，淡化了采取短期货币政策措施的必要性，这些措施可能会抑制市场涨势。\n尽管在上周的股市抛售之后，过去两天的交易给投资者提供了至少短暂的喘息机会，但鉴于对通胀的担忧仍居高不下，一些策略师仍对股市持谨慎态度。\nTD Ameritrade高级市场策略师Shawn Cruz周一对雅虎财经表示，\"现在所有人都知道，他们应该担心通胀压力，以及这可能对货币政策或企业盈利能力造成的影响。\"“如果他们决定将不断上升的投入成本保留在资产负债表上，那很好，至少在消费者方面，我们不会看到通胀上升，但(第二季度)盈利出来时，我们可能会看到利润率上升。”\n其他人也指出，最新的技术引领的进步可能是短暂的。Calvasina表示：“我们仍认为通胀压力存在，人们将资金从科技股移至其他板块，如金融股、能源股和材料股。我们不认为这些通胀压力会在短期内减轻。”","news_type":1,"symbols_score_info":{".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346734439,"gmtCreate":1618111422321,"gmtModify":1704706704135,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579339677923534","idStr":"3579339677923534"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346734439","repostId":"2126006034","repostType":4,"repost":{"id":"2126006034","kind":"highlight","weMediaInfo":{"introduction":"美股研究社，一个专注研究美股的平台，专业的美股投资人都在这。想了解美国股市行情、美股开户、美股资讯、美股公司；想获得一手美股重磅信息；想加入美股交流社群，敬请关注我们吧。","home_visible":0,"media_name":"美股研究社","id":"1074069735","head_image":"https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6"},"pubTimestamp":1618049504,"share":"https://ttm.financial/m/news/2126006034?lang=en_US&edition=fundamental","pubTime":"2021-04-10 18:11","market":"us","language":"zh","title":"Among the three stocks that \"Sister Wood\" likes, which one is most worthy of investors' \"Call\"?","url":"https://stock-news.laohu8.com/highlight/detail?id=2126006034","media":"美股研究社","summary":"下面是三支遭受重创的Cathie Wood股票，它们是目前特别值得买入的股票。","content":"<p>Even the best investors are going through tough times. Such is the case with Cathie Wood, founder and CEO of Ark Investments. Wood's five largest exchange-traded funds (ETFs) are trading well below their highs earlier this year.</p><p>However, the stock market pullback presents a huge opportunity for other investors to buy shares of the best companies owned by the Ark ETF. Below are three beaten-down Cathie Wood stocks that are particularly good buys right now.</p><p><b>Sea Limite (SE.US)</b></p><p>Sea Limited's<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>Ranked fifth in. It is the 10th largest position in ARK Next Generation Internet ETF. The company's shares have fallen more than 12% from the highs set in February.</p><p>Of course, the company announced a steep fourth-quarter loss in early March. However, the stock's decline has more to do with investors pulling out of growth stocks than it has to do with Sea's underlying business. Actually, the company's business is booming.</p><p>Sea's digital entertainment division is cashing in on the success of Free Fire, the highest-grossing mobile game in Latin America and Southeast Asia for six consecutive quarters. The business is essentially subsidizing the company's loss-making division that focuses on digital finance and e-commerce.</p><p>However, I think Sea's long-term outlook is very favorable for all three ventures. Free Fire remains the global mobile gaming giant. Sea's Shopee e-commerce platform has a leading position in markets such as Southeast Asia, Indonesia, and continues to deliver strong revenue growth. The company's SeaMoney mobile wallet is also accelerating.</p><p>I hope Sea's bottom line improves, and I hope its share price rebounds well.</p><p><b>Square (SQ.US)</b></p><p>Wood has no favorite stock than Square (NYSE: SQ). The stock is<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>The largest stock holding and the second largest position in the ARK Innovation ETF and ARK Next Generation Internet ETF. But Square's stock is down 11% from its February high.</p><p>As in the case of Sea Limited, Square's pullback is largely the result of market rotation. While the company's seller ecosystem was negatively impacted by the COVID-19 pandemic, there were signs of improvement in the fourth quarter. Increased vaccine supply bodes well for a stronger performance for the remainder of 2021.</p><p>Meanwhile, Square's cash app digital wallet remains a huge growth story for the company. In the fourth quarter of this year, cash app gross profit surged 162% year-over-year. By driving the use of related products and services, such as cash and debit cards, Square should be able to achieve greater growth.</p><p>In March, the company achieved a major milestone as Square's financial services division began banking. Under the protection of a federally chartered bank, Square will be able to offer more financial services to its business customers. The fintech giant could expand its banking services over time.</p><p>In many ways, Square's efforts to disrupt the financial services industry are just getting started. Its stock price still has plenty of upside.</p><p><b>Teladoc Health (TDOC.US)</b></p><p>In<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>Among the largest holdings, Teladoc Health's holdings are second only to Square. The virtual care industry leader is the fourth largest holding in the ARK Next Generation Internet ETF and ranks first in the ARK Genomic Revolution ETF. As much as Wood likes Teladoc's stock, its stock has fallen nearly 40% from its February high.</p><p>Institutional investors shifting money away from growth stocks is one reason for Teladoc's underperformance. However, the company also expects revenue growth to slow in the fourth quarter of 2021. Furthermore,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Announced plans to enter the telehealth market this summer.</p><p>For all of this, my answer is just looking at the long-term outlook for Teladoc. Virtual health is still in its early stages. McKinsey Consulting predicts that after the epidemic is over, the U.S. virtual medical market will reach $250 billion per year. Teladoc's opportunities aren't limited to the U.S., either.</p><p>I think there is no doubt that this is a big enough market to support multiple winners. Teladoc's lead, market presence (its customers now account for more than 40% of the Fortune 500 companies), and range of products and services give the company a solid competitive advantage.</p><p>It is perfectly understandable that 2020 will see an unprecedented surge in telehealth demand due to the pandemic, and revenue growth will slow somewhat. And in the long run, Teladoc should be able to continue to grow strongly.</p>","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>Among the three stocks that \"Sister Wood\" likes, which one is most worthy of investors' \"Call\"?</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\">\nAmong the three stocks that \"Sister Wood\" likes, which one is most worthy of investors' \"Call\"?\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股研究社 </p>\n<p class=\"h-time smaller\">2021-04-10 18:11</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Even the best investors are going through tough times. Such is the case with Cathie Wood, founder and CEO of Ark Investments. Wood's five largest exchange-traded funds (ETFs) are trading well below their highs earlier this year.</p><p>However, the stock market pullback presents a huge opportunity for other investors to buy shares of the best companies owned by the Ark ETF. Below are three beaten-down Cathie Wood stocks that are particularly good buys right now.</p><p><b>Sea Limite (SE.US)</b></p><p>Sea Limited's<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>Ranked fifth in. It is the 10th largest position in ARK Next Generation Internet ETF. The company's shares have fallen more than 12% from the highs set in February.</p><p>Of course, the company announced a steep fourth-quarter loss in early March. However, the stock's decline has more to do with investors pulling out of growth stocks than it has to do with Sea's underlying business. Actually, the company's business is booming.</p><p>Sea's digital entertainment division is cashing in on the success of Free Fire, the highest-grossing mobile game in Latin America and Southeast Asia for six consecutive quarters. The business is essentially subsidizing the company's loss-making division that focuses on digital finance and e-commerce.</p><p>However, I think Sea's long-term outlook is very favorable for all three ventures. Free Fire remains the global mobile gaming giant. Sea's Shopee e-commerce platform has a leading position in markets such as Southeast Asia, Indonesia, and continues to deliver strong revenue growth. The company's SeaMoney mobile wallet is also accelerating.</p><p>I hope Sea's bottom line improves, and I hope its share price rebounds well.</p><p><b>Square (SQ.US)</b></p><p>Wood has no favorite stock than Square (NYSE: SQ). The stock is<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>The largest stock holding and the second largest position in the ARK Innovation ETF and ARK Next Generation Internet ETF. But Square's stock is down 11% from its February high.</p><p>As in the case of Sea Limited, Square's pullback is largely the result of market rotation. While the company's seller ecosystem was negatively impacted by the COVID-19 pandemic, there were signs of improvement in the fourth quarter. Increased vaccine supply bodes well for a stronger performance for the remainder of 2021.</p><p>Meanwhile, Square's cash app digital wallet remains a huge growth story for the company. In the fourth quarter of this year, cash app gross profit surged 162% year-over-year. By driving the use of related products and services, such as cash and debit cards, Square should be able to achieve greater growth.</p><p>In March, the company achieved a major milestone as Square's financial services division began banking. Under the protection of a federally chartered bank, Square will be able to offer more financial services to its business customers. The fintech giant could expand its banking services over time.</p><p>In many ways, Square's efforts to disrupt the financial services industry are just getting started. Its stock price still has plenty of upside.</p><p><b>Teladoc Health (TDOC.US)</b></p><p>In<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>Among the largest holdings, Teladoc Health's holdings are second only to Square. The virtual care industry leader is the fourth largest holding in the ARK Next Generation Internet ETF and ranks first in the ARK Genomic Revolution ETF. As much as Wood likes Teladoc's stock, its stock has fallen nearly 40% from its February high.</p><p>Institutional investors shifting money away from growth stocks is one reason for Teladoc's underperformance. However, the company also expects revenue growth to slow in the fourth quarter of 2021. Furthermore,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Announced plans to enter the telehealth market this summer.</p><p>For all of this, my answer is just looking at the long-term outlook for Teladoc. Virtual health is still in its early stages. McKinsey Consulting predicts that after the epidemic is over, the U.S. virtual medical market will reach $250 billion per year. Teladoc's opportunities aren't limited to the U.S., either.</p><p>I think there is no doubt that this is a big enough market to support multiple winners. Teladoc's lead, market presence (its customers now account for more than 40% of the Fortune 500 companies), and range of products and services give the company a solid competitive advantage.</p><p>It is perfectly understandable that 2020 will see an unprecedented surge in telehealth demand due to the pandemic, and revenue growth will slow somewhat. And in the long run, Teladoc should be able to continue to grow strongly.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://gimg2.baidu.com/image_search/src=http%3A%2F%2Finews.gtimg.com%2Fnewsapp_bt%2F0%2F13178222039%2F641&refer=http%3A%2F%2Finews.gtimg.com&app=2002&size=f9999,10000&q=a80&n=0&g=0n&fmt=jpeg?sec=1619929481&t=d215d79061ca1426fcf3fc9ef6561e9f","relate_stocks":{"ARKK":"ARK Innovation ETF","TDOC":"Teladoc Health Inc.","SE":"Sea Ltd"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2126006034","content_text":"即使是最好的投资者也会经历艰难时期。方舟投资公司创始人兼首席执行官Cathie  Wood就是这样。Wood管理的五大交易所交易基金(ETFs)的股价远低于今年早些时候的高点。然而，股市回调为其他投资者提供了巨大的机会，让他们可以买进方舟ETF所拥有的最好公司的股票。下面是三支遭受重创的Cathie  Wood股票，它们是目前特别值得买入的股票。Sea Limite（SE.US）Sea Limited 在Wood的ARK Fintech Innovation ETF中排名第五。它是ARK Next  Generation Internet ETF的第10大持仓。该公司股价已较2月份创下的高点下跌逾12%。当然，该公司在3月初宣布了第四季度的大幅亏损。然而，该股的下跌更多地与投资者从成长型股票中撤出有关，而不是与Sea的基础业务有关。实际上，公司的业务正在蓬勃发展。Sea的数字娱乐部门正从《Free Fire》的成功中赚得盆满钵满，《Free  Fire》是拉丁美洲和东南亚连续6个季度营收最高的手机游戏。这项业务实质上是在补贴该公司专注于数字金融和电子商务的亏损部门。然而，我认为Sea的长期前景对这三项企业都非常有利。Free  Fire仍然是全球手机游戏巨头。Sea的Shopee电子商务平台在东南亚、印度尼西亚等市场处于领先地位，并持续实现强劲的收入增长。该公司的SeaMoney移动钱包也在加速发展。我希望Sea的底线会有所改善，并且我希望它的股价能很好地反弹。Square（SQ.US）Wood最喜欢的股票莫过于Square(NYSE:SQ)。该股是ARK Fintech Innovation ETF持有的最大股票，也是ARK  Innovation ETF和ARK Next Generation Internet  ETF的第二大头寸。但Square的股价较2月份的高点下跌了11%。与Sea  Limited的情况一样，Square的回调主要是市场轮转的结果。尽管该公司的卖家生态系统受到了COVID-19大流行的负面影响，但第四季度出现了改善的迹象。疫苗供应的增加预示着2021年剩余时间的表现将更加强劲。与此同时，Square的现金应用数字钱包仍然是该公司的一个巨大增长故事。今年第四季度，现金应用毛利润同比飙升162%。通过推动相关产品和服务(如现金卡和借记卡)的使用，Square应该能够实现更大的增长。今年3月，随着Square金融服务部门开始银行业务，该公司实现了一个重要的里程碑。在联邦特许银行的保护下，Square将能够为其商业客户提供更多的金融服务。随着时间的推移，这家金融科技巨头可能会扩大其银行服务。从很多方面来看，Square在颠覆金融服务业方面的努力才刚刚起步。它的股价还有很大的上涨空间。Teladoc Health（TDOC.US）在ARK Innovation ETF持股最多的公司中，Teladoc  Health的持股量仅次于Square。这家虚拟护理行业的领军企业是ARK Next Generation Internet  ETF的第四大持仓，在ARK Genomic Revolution  ETF位列第一。尽管Wood很喜欢Teladoc的股票，但其股价已从2月份的高点下跌了近40%。机构投资者将资金从成长型股票上转移，是Teladoc表现不佳的一个原因。然而，该公司也预计2021年第四季度的收入增长将放缓。此外，亚马逊宣布计划于今年夏天进军远程医疗市场。对于这一切，我的回答只是着眼于Teladoc的长期前景。虚拟医疗仍处于早期阶段。McKinsey咨询公司预测，疫情结束后，美国虚拟医疗市场每年将达到2500亿美元。Teladoc的机会也不仅仅局限于美国。我认为，毫无疑问，这是一个足够大的市场，足以支持多个赢家。Teladoc的领先优势、市场占有率(目前其客户占《财富》500强企业的40%以上)，以及产品和服务的范围，使公司具有坚实的竞争优势。2020年，由于大流行，远程医疗需求前所未有地激增，收入增长将有所放缓，这是完全可以理解的。而从长远来看，Teladoc应该能够持续强劲增长。","news_type":1,"symbols_score_info":{"TDOC":0.9,"ARKK":0.9,"SE":0.9,"SQ":0.9}},"isVote":1,"tweetType":1,"viewCount":1778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349843564,"gmtCreate":1617592901158,"gmtModify":1704700649081,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579339677923534","idStr":"3579339677923534"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/349843564","repostId":"349072987","repostType":1,"repost":{"id":349072987,"gmtCreate":1617511405149,"gmtModify":1704700142217,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572212908677301","idStr":"3572212908677301"},"themes":[],"title":"這周重要點位","htmlText":"這是之前分享<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$NASDAQ(.IXIC)$</a> 的走勢[驚訝] ：上週股市繼續上升，已經快到了13600的壓力位，讓我們繼續觀察接下來的走勢。[吃瓜] 接下來想說這周有可能發生的走勢和個人看法[思考] ： 高開突破13600，在上面震盪[白眼] 震盪慢慢往13600上升[賤笑] 不觸碰13600直接往12800-12900下跌[驚嚇] 高開突破13600，在上面震盪 這走勢讓人最興奮，但不是健康的走法。[汗顏] 之前直接高開突破13270的壓力位後連續幾天下跌，所以如果是高開突破壓力位的走勢需謹慎。[警告] 去追高會有大風險。[暈] 震盪慢慢往13600上升 我個人認爲這是最健康的走勢。繼續靠近壓力位震盪，一旦突破這壓力位會形成強大的支撐點。[正經] 之後繼續向上的走勢。[想吃] 不觸碰13600直接往12800-12900下跌 這走勢讓人最不安。[可憐]有人歡喜有人愁。[丟臉] 尤其是小資金或是滿倉被套牢的朋友，好不容易向上走了又下跌，心裏會很難受。[黑眼圈] 不過空倉或是喜歡做波段的朋友這走勢或許能找到機遇。[真香] 今天就說到這，資金被套住的讓我們繼續保持樂觀的心情！[安慰] 不知大家有何感想或是有什麼不同意見？[疑問] 希望大家能整理好心情，做好準備面對這周的股市！[勝利] 聲明:以上文章的言論純屬個人觀點，如果有不同意見可在以下留言討論。[暗中觀察] <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>","listText":"這是之前分享<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$NASDAQ(.IXIC)$</a> 的走勢[驚訝] ：上週股市繼續上升，已經快到了13600的壓力位，讓我們繼續觀察接下來的走勢。[吃瓜] 接下來想說這周有可能發生的走勢和個人看法[思考] ： 高開突破13600，在上面震盪[白眼] 震盪慢慢往13600上升[賤笑] 不觸碰13600直接往12800-12900下跌[驚嚇] 高開突破13600，在上面震盪 這走勢讓人最興奮，但不是健康的走法。[汗顏] 之前直接高開突破13270的壓力位後連續幾天下跌，所以如果是高開突破壓力位的走勢需謹慎。[警告] 去追高會有大風險。[暈] 震盪慢慢往13600上升 我個人認爲這是最健康的走勢。繼續靠近壓力位震盪，一旦突破這壓力位會形成強大的支撐點。[正經] 之後繼續向上的走勢。[想吃] 不觸碰13600直接往12800-12900下跌 這走勢讓人最不安。[可憐]有人歡喜有人愁。[丟臉] 尤其是小資金或是滿倉被套牢的朋友，好不容易向上走了又下跌，心裏會很難受。[黑眼圈] 不過空倉或是喜歡做波段的朋友這走勢或許能找到機遇。[真香] 今天就說到這，資金被套住的讓我們繼續保持樂觀的心情！[安慰] 不知大家有何感想或是有什麼不同意見？[疑問] 希望大家能整理好心情，做好準備面對這周的股市！[勝利] 聲明:以上文章的言論純屬個人觀點，如果有不同意見可在以下留言討論。[暗中觀察] <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>","text":"這是之前分享$NASDAQ(.IXIC)$ 的走勢[驚訝] ：上週股市繼續上升，已經快到了13600的壓力位，讓我們繼續觀察接下來的走勢。[吃瓜] 接下來想說這周有可能發生的走勢和個人看法[思考] ： 高開突破13600，在上面震盪[白眼] 震盪慢慢往13600上升[賤笑] 不觸碰13600直接往12800-12900下跌[驚嚇] 高開突破13600，在上面震盪 這走勢讓人最興奮，但不是健康的走法。[汗顏] 之前直接高開突破13270的壓力位後連續幾天下跌，所以如果是高開突破壓力位的走勢需謹慎。[警告] 去追高會有大風險。[暈] 震盪慢慢往13600上升 我個人認爲這是最健康的走勢。繼續靠近壓力位震盪，一旦突破這壓力位會形成強大的支撐點。[正經] 之後繼續向上的走勢。[想吃] 不觸碰13600直接往12800-12900下跌 這走勢讓人最不安。[可憐]有人歡喜有人愁。[丟臉] 尤其是小資金或是滿倉被套牢的朋友，好不容易向上走了又下跌，心裏會很難受。[黑眼圈] 不過空倉或是喜歡做波段的朋友這走勢或許能找到機遇。[真香] 今天就說到這，資金被套住的讓我們繼續保持樂觀的心情！[安慰] 不知大家有何感想或是有什麼不同意見？[疑問] 希望大家能整理好心情，做好準備面對這周的股市！[勝利] 聲明:以上文章的言論純屬個人觀點，如果有不同意見可在以下留言討論。[暗中觀察] $Tesla Motors(TSLA)$ $NIO Inc.(NIO)$","images":[{"img":"https://static.tigerbbs.com/31e84db1787d6b70c780d17b9b5c6d5e"},{"img":"https://static.tigerbbs.com/7d7f7f14a49595516c2461124cd884ff"},{"img":"https://static.tigerbbs.com/f495efd8ae58e5db098fa791b7efdfa5"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/349072987","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340217224,"gmtCreate":1617416855168,"gmtModify":1704699528772,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579339677923534","idStr":"3579339677923534"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340217224","repostId":"340696315","repostType":1,"repost":{"id":340696315,"gmtCreate":1617392199037,"gmtModify":1704699363307,"author":{"id":"3568205323495181","authorId":"3568205323495181","name":"可乐财经老林","avatar":"https://static.tigerbbs.com/4d7ec3add0e08961ab9da67b8467ec3d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568205323495181","idStr":"3568205323495181"},"themes":[],"title":"蔚來汽車股票深度分析 利率提高 新能源汽車再次暴跌 能不能抄底 特斯拉vs蔚來vs小鵬 NIO XPEV TSLA 美股分析","htmlText":"\n \n \n  新能源汽車暴跌 能不能抄底 特斯拉 蔚來 小鵬汽車股票深度分析 特斯拉vs蔚來vs小鵬<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鵬汽車(XPEV)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;美股分析蔚來芯片短缺，停產一週，你認爲是否是一個銷售差的藉口？你會抄底嗎？歡迎大家來B站/油管Youtube關注以及訂閱我的影片 (可樂財經 老林投資 CL Investments)求推廣：<a target=\"_blank\" href=\"https://laohu8.com/U/20727972514030\"></a><a target=\"_blank\" href=\"https://laohu8.com/U/58341441844653\">@孟浩</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/20727972514030\">@Tony特別帥</a><a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@愛發紅包的虎妞</a><a target=\"_blank\" href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a>\n \n","listText":"新能源汽車暴跌 能不能抄底 特斯拉 蔚來 小鵬汽車股票深度分析 特斯拉vs蔚來vs小鵬<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鵬汽車(XPEV)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;美股分析蔚來芯片短缺，停產一週，你認爲是否是一個銷售差的藉口？你會抄底嗎？歡迎大家來B站/油管Youtube關注以及訂閱我的影片 (可樂財經 老林投資 CL Investments)求推廣：<a target=\"_blank\" href=\"https://laohu8.com/U/20727972514030\"></a><a target=\"_blank\" href=\"https://laohu8.com/U/58341441844653\">@孟浩</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/20727972514030\">@Tony特別帥</a><a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@愛發紅包的虎妞</a><a target=\"_blank\" href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a>","text":"新能源汽車暴跌 能不能抄底 特斯拉 蔚來 小鵬汽車股票深度分析 特斯拉vs蔚來vs小鵬$小鵬汽車(XPEV)$ $蔚來(NIO)$ $特斯拉(TSLA)$ 美股分析蔚來芯片短缺，停產一週，你認爲是否是一個銷售差的藉口？你會抄底嗎？歡迎大家來B站/油管Youtube關注以及訂閱我的影片 (可樂財經 老林投資 CL Investments)求推廣：@孟浩 @Tony特別帥@愛發紅包的虎妞@小虎AV","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340696315","isVote":1,"tweetType":2,"object":{"id":"10b3c3b97a97473cb2aa68b60c5cff88","tweetId":"340696315","videoUrl":"https://1254107296.vod2.myqcloud.com/7a7d16d1vodger1254107296/0516bc175285890815792803990/AvQXAA8gCTUA.mp4","poster":"https://static.tigerbbs.com/736eaf8822d00e6eb48f6c8b2b21e31b"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353222590,"gmtCreate":1616503301810,"gmtModify":1704794937223,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579339677923534","idStr":"3579339677923534"},"themes":[],"htmlText":"????","listText":"????","text":"????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353222590","repostId":"1163218484","repostType":2,"isVote":1,"tweetType":1,"viewCount":2147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111471022,"gmtCreate":1622695961666,"gmtModify":1704189127759,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579339677923534","idStr":"3579339677923534"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/111471022","repostId":"1184714420","repostType":4,"repost":{"id":"1184714420","kind":"news","pubTimestamp":1622679489,"share":"https://ttm.financial/m/news/1184714420?lang=en_US&edition=fundamental","pubTime":"2021-06-03 08:18","market":"us","language":"zh","title":"The wave of stock splits is making a comeback, and the bull market of U.S. stocks welcomes another boost?","url":"https://stock-news.laohu8.com/highlight/detail?id=1184714420","media":"腾讯美股","summary":"历史数据显示，认为拆股有利于股票长期表现的说法是站不住脚的。比如，就标普500强股票的平均表现而言，在拆股发生之前的五年时间当中，拆股股票有四年的表现都是好于指数本身的，但是在拆股发生之后的五年时间当中，该股票的表现则有四年是不及基准指标的。近期以来，股票拆分再度成为了美国上市企业的一种时尚，而这种曾经被华尔街抛弃多年的实践东山再起是否合理，也成为了坊间热议的焦点。","content":"<p><i>Historical data shows that the argument that a stock splitting is good for a stock's long-term performance is untenable. For example, as far as the average performance of S&P 500 stocks is concerned, in the five years before the stock split, the performance of the split stocks was better than the index itself for four years, but in the five years after the stock split, the performance of the stock was inferior to the benchmark indicator for four years.</i><img src=\"https://static.tigerbbs.com/69508d74da68bae02b72421f3109cb72\" tg-width=\"1080\" tg-height=\"722\" referrerpolicy=\"no-referrer\"></p><p>Recently, stock splitting has once again become a fashion for listed companies in the United States, and whether it is reasonable for this practice, which has been abandoned by Wall Street for many years, to make a comeback has also become the focus of heated discussion.</p><p>Last week,<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>It has become the eighth S&P 500 company to announce a stock split in the past year, and there are many big names among the companies that have done so before, such as the familiar<a href=\"https://laohu8.com/S/AAPL\">Apple</a>And<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Etc. According to Bloomberg data, in such a short period of time, so many S&P 500 constituent stocks split, and the last time similar situation happened was six years ago.</p><p>The background of the resurgence of stock splits is that U.S. stocks have staged a dazzling rise in the past year or so, with nearly 600 constituent stocks in the Russell 3000 Index trading at more than $100.</p><p>As a result, the long-standing but fruitless debate among investors has heated up again-is the stock split an engine that promotes further rises in stock prices, or is it a drag on possible future rises? In fact, in recent years, with the increasing transactions of retail investors and the emergence of so-called fractional shares, that is, sporadic stock holding structures, this debate has been an undercurrent.</p><p>\"From a purely mathematical point of view, the claim that stock splits are a good thing can be said to be unfounded.\" Mark Lehmann, CEO of JMPSecurities, explained. \"However, for a specific stock at a specific price, stock splits can really give people a visual difference. For some investors, it is also difficult to change their thinking.\"</p><p>In fact, the main motivation for companies to choose to split shares is very simple-to make the price of each share cheap and make it easier for investors to buy. Nvidia's stock price has now reached about $650, quadrupled since the beginning of 2019. The company then issued a statement saying that it would conduct a four-part stock split, aiming to \"make it easier for investors and employees to hold stocks\".</p><p>Once, stock splits were widely regarded as a typical feature of bull markets, and it was only not long ago that they lost the widespread favor of the market. In 2006 and 2007, the last cycle when the U.S. stock market hit a new high, 47 of the S&P 500 companies chose to split their stocks, and three of them, namely Nvidia, Paccar and Cummins, even split twice in a row. But in 2019, only two S&P 500 companies chose to split their stocks throughout the year.</p><p>Julian Emanuel, chief equity and derivatives strategist at BTIG, explained that the decision to split stocks is becoming more and more difficult now because of the changes in trading platforms. In short, the rise of commission-free brokerages and the emergence of fractional shares mechanism. These developments \"have largely made the price of a stock irrelevant\".</p><p>Brokers such as Robinhood now allow investors to buy only a portion of a stock, say<a href=\"https://laohu8.com/S/GOOG\">Google</a>Class A shares of parent company Alphabet are priced at more than $2,300, and investors can buy only $1.</p><p>Historical data shows that the argument that a stock splitting is good for a stock's long-term performance is untenable. For example, as far as the average performance of S&P 500 stocks is concerned, in the five years before the stock split, the performance of the split stocks was better than the index itself for four years, but in the five years after the stock split, the performance of the stock was inferior to the benchmark indicator for four years.</p><p>The rise of a new wave of stock splits has also caused widespread speculation in the market. Many investors feel that other big tech companies may follow suit and take similar actions, such as stock prices that have reached four digits<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>。 Between 1998 and 1999, Amazon split its stock three times in a row, but after that, this kind of thing never happened again. The current stock price of the e-commerce giant has exceeded $3,200, and since the last stock split, the historical increase has exceeded 5,000%.</p><p>Not to mention what kind of signals the historical performance record is sending, in the past year, retail investors have risen across the board and become a highly active force in the market. This may also be an important reason why many companies have begun to plan to split stocks.</p><p>According to Bloomberg data, U.S. retail traders now rank second only to market makers and independent high-frequency traders in terms of total trading volume in the market. The retail group has now even surpassed the quantitative investor group, hedge funds, and traditional long players.</p><p>\"A lot of investments are now driven by psychological factors.\" Kevin Walkush, portfolio manager of Jensen InvestmentManagement, pointed out, \"Now, retail investors no longer have to face the consideration of whether to choose fractional shares. They can directly buy the split stocks. This means, The door to the market is increasingly opening to retail investors.\"</p>","source":"txmg","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>The wave of stock splits is making a comeback, and the bull market of U.S. stocks welcomes another boost?</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\">\nThe wave of stock splits is making a comeback, and the bull market of U.S. stocks welcomes another boost?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">腾讯美股</strong><span class=\"h-time small\">2021-06-03 08:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><i>Historical data shows that the argument that a stock splitting is good for a stock's long-term performance is untenable. For example, as far as the average performance of S&P 500 stocks is concerned, in the five years before the stock split, the performance of the split stocks was better than the index itself for four years, but in the five years after the stock split, the performance of the stock was inferior to the benchmark indicator for four years.</i><img src=\"https://static.tigerbbs.com/69508d74da68bae02b72421f3109cb72\" tg-width=\"1080\" tg-height=\"722\" referrerpolicy=\"no-referrer\"></p><p>Recently, stock splitting has once again become a fashion for listed companies in the United States, and whether it is reasonable for this practice, which has been abandoned by Wall Street for many years, to make a comeback has also become the focus of heated discussion.</p><p>Last week,<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>It has become the eighth S&P 500 company to announce a stock split in the past year, and there are many big names among the companies that have done so before, such as the familiar<a href=\"https://laohu8.com/S/AAPL\">Apple</a>And<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Etc. According to Bloomberg data, in such a short period of time, so many S&P 500 constituent stocks split, and the last time similar situation happened was six years ago.</p><p>The background of the resurgence of stock splits is that U.S. stocks have staged a dazzling rise in the past year or so, with nearly 600 constituent stocks in the Russell 3000 Index trading at more than $100.</p><p>As a result, the long-standing but fruitless debate among investors has heated up again-is the stock split an engine that promotes further rises in stock prices, or is it a drag on possible future rises? In fact, in recent years, with the increasing transactions of retail investors and the emergence of so-called fractional shares, that is, sporadic stock holding structures, this debate has been an undercurrent.</p><p>\"From a purely mathematical point of view, the claim that stock splits are a good thing can be said to be unfounded.\" Mark Lehmann, CEO of JMPSecurities, explained. \"However, for a specific stock at a specific price, stock splits can really give people a visual difference. For some investors, it is also difficult to change their thinking.\"</p><p>In fact, the main motivation for companies to choose to split shares is very simple-to make the price of each share cheap and make it easier for investors to buy. Nvidia's stock price has now reached about $650, quadrupled since the beginning of 2019. The company then issued a statement saying that it would conduct a four-part stock split, aiming to \"make it easier for investors and employees to hold stocks\".</p><p>Once, stock splits were widely regarded as a typical feature of bull markets, and it was only not long ago that they lost the widespread favor of the market. In 2006 and 2007, the last cycle when the U.S. stock market hit a new high, 47 of the S&P 500 companies chose to split their stocks, and three of them, namely Nvidia, Paccar and Cummins, even split twice in a row. But in 2019, only two S&P 500 companies chose to split their stocks throughout the year.</p><p>Julian Emanuel, chief equity and derivatives strategist at BTIG, explained that the decision to split stocks is becoming more and more difficult now because of the changes in trading platforms. In short, the rise of commission-free brokerages and the emergence of fractional shares mechanism. These developments \"have largely made the price of a stock irrelevant\".</p><p>Brokers such as Robinhood now allow investors to buy only a portion of a stock, say<a href=\"https://laohu8.com/S/GOOG\">Google</a>Class A shares of parent company Alphabet are priced at more than $2,300, and investors can buy only $1.</p><p>Historical data shows that the argument that a stock splitting is good for a stock's long-term performance is untenable. For example, as far as the average performance of S&P 500 stocks is concerned, in the five years before the stock split, the performance of the split stocks was better than the index itself for four years, but in the five years after the stock split, the performance of the stock was inferior to the benchmark indicator for four years.</p><p>The rise of a new wave of stock splits has also caused widespread speculation in the market. Many investors feel that other big tech companies may follow suit and take similar actions, such as stock prices that have reached four digits<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>。 Between 1998 and 1999, Amazon split its stock three times in a row, but after that, this kind of thing never happened again. The current stock price of the e-commerce giant has exceeded $3,200, and since the last stock split, the historical increase has exceeded 5,000%.</p><p>Not to mention what kind of signals the historical performance record is sending, in the past year, retail investors have risen across the board and become a highly active force in the market. This may also be an important reason why many companies have begun to plan to split stocks.</p><p>According to Bloomberg data, U.S. retail traders now rank second only to market makers and independent high-frequency traders in terms of total trading volume in the market. The retail group has now even surpassed the quantitative investor group, hedge funds, and traditional long players.</p><p>\"A lot of investments are now driven by psychological factors.\" Kevin Walkush, portfolio manager of Jensen InvestmentManagement, pointed out, \"Now, retail investors no longer have to face the consideration of whether to choose fractional shares. They can directly buy the split stocks. This means, The door to the market is increasingly opening to retail investors.\"</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/8WAlSLJhzX4EUUfsMOKuBQ\">腾讯美股</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/347452cc99fb488c45ccd900fcf3aa20","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://mp.weixin.qq.com/s/8WAlSLJhzX4EUUfsMOKuBQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184714420","content_text":"历史数据显示，认为拆股有利于股票长期表现的说法是站不住脚的。比如，就标普500强股票的平均表现而言，在拆股发生之前的五年时间当中，拆股股票有四年的表现都是好于指数本身的，但是在拆股发生之后的五年时间当中，该股票的表现则有四年是不及基准指标的。\n\n\n近期以来，股票拆分再度成为了美国上市企业的一种时尚，而这种曾经被华尔街抛弃多年的实践东山再起是否合理，也成为了坊间热议的焦点。\n上周，英伟达成为了过去一年以来第八家宣布拆股的标普500强企业，而此前这么做了的公司当中不乏大名鼎鼎的角色，比如大家耳熟能详的苹果和特斯拉等。根据彭博的数据，这么短的时间之内，这么多的标普500成份股拆股，上次出现类似情况还要追溯到六年之前。\n拆股大潮再度兴起的背景是，美股在过去一年多时间当中上演了令人目眩的大涨势，罗素3000指数当中有近600只成份股的价格都超过了100美元。\n于是乎，投资者当中那由来已久，却至今没有结果的争论也再度升温——拆股到底是促进股价进一步上涨的引擎，还是未来可能涨势的拖累？事实上，近年以来，伴随散户投资者交易的日益增加，以及所谓零股，即零星股票持有架构的出现，这一争论已经是暗流涌动。\n“从纯数学角度看来，那种宣称拆股是好事的观点可以说是没有任何根据的。”JMPSecurities首席执行官莱曼（Mark Lehmann）解释道，“可是，对于处在特定价位的特定股票而言，拆股却又确实可以给人以一种视觉层面的不同感受，对于一部分投资大众而言，要改变的他们的这种想法也是很难的。”\n其实，企业会选择拆股，最主要的动机是非常简单的——让每一股的价格变得低廉，让投资者更方便买进。英伟达的股价目前已经达到了大约650美元，从2019年年初算起翻了两番。该公司于是发表声明称要进行一分为四的拆股，旨在“让投资者和员工更容易持有股票”。\n曾经，拆股被广泛视为牛市的一种典型特征，失去市场的广泛青睐其实只是不久前的事情。在2006年和2007年，即上一个美股大盘创下新高的周期，标普500强当中有47家选择了拆股，而其中三家，即英伟达、Paccar和Cummins，甚至连续拆分两次。可是到了2019年，全年也只有2家标普500强选择拆股。\nBTIG首席股票和衍生产品策略师伊曼纽尔（Julian Emanuel）解释说，现在拆股的决定越来越难以做出，是因为交易平台发生了变化，简而言之就是免佣金券商兴起，以及零股机制出现。这些发展“很大程度上已经使得一只股票的价格高低变得不再相干了”。\nRobinhood等券商现在都允许投资者只买进一只股票的一部分，比如说谷歌母公司Alphabet的A类股票，价格超过2300美元，而投资者只买1美元也是可以的。\n历史数据显示，认为拆股有利于股票长期表现的说法是站不住脚的。比如，就标普500强股票的平均表现而言，在拆股发生之前的五年时间当中，拆股股票有四年的表现都是好于指数本身的，但是在拆股发生之后的五年时间当中，该股票的表现则有四年是不及基准指标的。\n新一轮拆股潮的兴起也引起了市场的广泛猜测，很多投资者都觉得其他大科技公司也可能跟进，采取类似行动，比如股价已经达到四位数的亚马逊。在1998年至1999年间，亚马逊曾经连续三次拆股，但是在那之后，这种事情就再也没有发生过。电商巨头目前的股价已经超过3200美元，自最后一次拆股至今，历史涨幅超过了5000%。\n且不说历史表现记录在发出怎样的信号，过去一年以来，散户投资者全线崛起，成为市场当中高度活跃的一支力量，这或许也是许多公司开始打起拆股算盘的一个重要原因。\n彭博的数据显示，现在，美国散户交易者在市场上的交易总量排名，已经仅次于做市商和独立高频交易商。散户群体现在甚至已经超过了量化投资者群体、对冲基金，以及传统的多头玩家。\n“大量投资现在都是由心理学因素驱动的。” Jensen InvestmentManagement投资组合经理人沃尔库什（Kevin Walkush）指出，“现在，散户投资者再也不必面对是否选择零股的考虑了，他们完全可以直接买进拆分后的股票。这就意味着，市场的大门正对散户日益敞开。”","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342594651,"gmtCreate":1618229660573,"gmtModify":1704707785299,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579339677923534","idStr":"3579339677923534"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/342594651","repostId":"1163218788","repostType":4,"isVote":1,"tweetType":1,"viewCount":1755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348571920,"gmtCreate":1617946489360,"gmtModify":1704705166492,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579339677923534","idStr":"3579339677923534"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348571920","repostId":"1160193963","repostType":4,"repost":{"id":"1160193963","kind":"news","pubTimestamp":1617944845,"share":"https://ttm.financial/m/news/1160193963?lang=en_US&edition=fundamental","pubTime":"2021-04-09 13:07","market":"sh","language":"zh","title":"Xiaomi ecological chain company Roborock Technology ends up building cars, and the angel wheel is valued at US $240 million","url":"https://stock-news.laohu8.com/highlight/detail?id=1160193963","media":"36氪","summary":"小米、百度之后，科技公司造车潮还在延续。36氪从多位行业知情人士处获悉，小米生态链公司石头科技已经下场造车，石头科技创始人兼CEO昌敬亲自操盘，成立独立的汽车公司，石头科技同时也向石头汽车公司出资。与","content":"<p>Millet,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>After that, the wave of car manufacturing by technology companies has continued.</p><p><a href=\"https://laohu8.com/S/KRKR\">36 Krypton</a>It was learned from many industry insiders that Xiaomi Ecological Chain Company<a href=\"https://laohu8.com/S/688169\">Stone Technology</a>Chang Jing, the founder and CEO of Roborock Technology, personally managed the establishment of an independent car company, and Roborock Technology also invested in Roborock Automobile Company. With<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Similarly, Roborock Motor's first car chose the extended-range technology route, and its initial product positioning is a hard-core off-road model similar to the Mercedes-Benz G series.</p><p>Sources revealed to 36Kr that Roborock Technology's car-making project has been launched at the end of 2020, and the angel wheel valuation has reached US $240 million. Roborock Technology's old shareholders Gaorong Capital, Northern Lights Venture Capital and other institutions have invested in the project. Yan Feng, the former CTO of WM Motor, has also joined Roborock Technology's car-making project.</p><p>Regarding the above information, 36 Krypton asked Roborock Technology for verification, but as of press time, no response has been received.</p><p>\"The subscription is very popular, and the subsequent two rounds of financing (Roborock Automobile) have basically been finalized.\" According to industry sources who have come into contact with Roborock Technology Automobile Project.</p><p>Roborock Technology is a star company in Xiaomi's ecological chain, and its main business is sweeping the floor<a href=\"https://laohu8.com/S/300024\">Robot</a>Etc<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Cleaning hardware, its main products are Xiaomi's customized brand Mijia smart sweeping robot, Mijia handheld wireless vacuum cleaner, and its own brand Roborock smart sweeping robot and Xiaowa smart sweeping robot. In February 2020, Roborock Technology landed on the Science and Technology Innovation Board, and its current market value has reached 77 billion yuan.</p><p>Less than 10 days ago, at the end of March, Xiaomi Group announced the construction of cars and established Xiaomi Automobile Company. Lei Jun served as the CEO of the automobile company, with an initial investment of 10 billion yuan. Sources told 36Kr that as far as the current information is concerned, the car projects of Xiaomi and Roborock Technology are independent and unrelated to each other, and the two parties have not cooperated at the capital level.</p><p>\"The starting point of Xiaomi Auto is that Xiaomi or Lei Jun want to bet on a big growth track, and Roborock Technology's car project is more of the personal plot of Roborock Technology CEO Chang Jing.\" A person familiar with the matter told 36Kr that Changjing is a typical car enthusiast, especially loves off-road vehicles. \"He has more than 10 Toyota Prados at home and has a deep research on cars.\" For the first car, Changjing also decisively chose the off-road model of the Mercedes-Benz G series, hoping that with the help of extended range technology, the single battery life will exceed 1,000 kilometers.</p><p>Judging from public information, Chang Jing graduated from South China University of Technology majoring in computer science and was a software engineer. In 2011, he served as<a href=\"https://laohu8.com/S/00700\">Tencent</a>Senior product manager, since then, founded Meitu Tool Beijing Magic Picture Elf. In 2014, Chang Jing founded Roborock Technology. The path he chose for this company was to apply innovative technologies to quickly launch leading products.</p><p>For example, Roborock Technology established an intelligent sweeping robot product based on laser ranging module (LDS) technology from the beginning. In mid-September 2014, the founding team demonstrated the prototype of synchronous positioning and map construction (SLAM) to investors, and therefore obtained investment from Xiaomi and entrusted the company to develop the Mijia intelligent sweeping robot. The lidar and visual SLAM positioning technology used in sweeping robots are being connected with unmanned driving technology.</p><p>In an interview with the media, Chang Jing also said, \"On the one hand, the lidar on the sweeping robot is and<a href=\"https://laohu8.com/S/GOOG\">Google</a>The lidar logic of unmanned vehicles is the same. We are equivalent to applying unmanned vehicle technology to the field of sweeping robots; On the other hand, we moved relevant path planning and positioning technologies indoors and applied them to sweeping robots. \"</p><p>Nowadays, the car-making boom is on the rise, except<a href=\"https://laohu8.com/S/NIO\">Nio</a>, Li Auto and<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>And other leading companies, Baidu, Xiaomi,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>, Huawei is investing in the smart car track. Is there still a chance for new entrants like Roborock Technology?</p><p>A capital person who has been involved in the car manufacturing industry for many years commented to 36Kr that although there are many players, there are still many market segments that are not covered. For example, leading new car manufacturing companies generally focus on the mid-to-high-end market of 200,000-500,000 yuan. In the mass market below 200,000 yuan, there is still no stable smart electric vehicle brand, and there are also innovation opportunities in off-road, tool vehicle and other fields.</p><p>\"In fact, the real wave of new car manufacturing has just begun.\" said the above-mentioned capital source.</p>","source":"36kr_stock","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>Xiaomi ecological chain company Roborock Technology ends up building cars, and the angel wheel is valued at US $240 million</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\">\nXiaomi ecological chain company Roborock Technology ends up building cars, and the angel wheel is valued at US $240 million\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">36氪</strong><span class=\"h-time small\">2021-04-09 13:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Millet,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>After that, the wave of car manufacturing by technology companies has continued.</p><p><a href=\"https://laohu8.com/S/KRKR\">36 Krypton</a>It was learned from many industry insiders that Xiaomi Ecological Chain Company<a href=\"https://laohu8.com/S/688169\">Stone Technology</a>Chang Jing, the founder and CEO of Roborock Technology, personally managed the establishment of an independent car company, and Roborock Technology also invested in Roborock Automobile Company. With<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Similarly, Roborock Motor's first car chose the extended-range technology route, and its initial product positioning is a hard-core off-road model similar to the Mercedes-Benz G series.</p><p>Sources revealed to 36Kr that Roborock Technology's car-making project has been launched at the end of 2020, and the angel wheel valuation has reached US $240 million. Roborock Technology's old shareholders Gaorong Capital, Northern Lights Venture Capital and other institutions have invested in the project. Yan Feng, the former CTO of WM Motor, has also joined Roborock Technology's car-making project.</p><p>Regarding the above information, 36 Krypton asked Roborock Technology for verification, but as of press time, no response has been received.</p><p>\"The subscription is very popular, and the subsequent two rounds of financing (Roborock Automobile) have basically been finalized.\" According to industry sources who have come into contact with Roborock Technology Automobile Project.</p><p>Roborock Technology is a star company in Xiaomi's ecological chain, and its main business is sweeping the floor<a href=\"https://laohu8.com/S/300024\">Robot</a>Etc<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Cleaning hardware, its main products are Xiaomi's customized brand Mijia smart sweeping robot, Mijia handheld wireless vacuum cleaner, and its own brand Roborock smart sweeping robot and Xiaowa smart sweeping robot. In February 2020, Roborock Technology landed on the Science and Technology Innovation Board, and its current market value has reached 77 billion yuan.</p><p>Less than 10 days ago, at the end of March, Xiaomi Group announced the construction of cars and established Xiaomi Automobile Company. Lei Jun served as the CEO of the automobile company, with an initial investment of 10 billion yuan. Sources told 36Kr that as far as the current information is concerned, the car projects of Xiaomi and Roborock Technology are independent and unrelated to each other, and the two parties have not cooperated at the capital level.</p><p>\"The starting point of Xiaomi Auto is that Xiaomi or Lei Jun want to bet on a big growth track, and Roborock Technology's car project is more of the personal plot of Roborock Technology CEO Chang Jing.\" A person familiar with the matter told 36Kr that Changjing is a typical car enthusiast, especially loves off-road vehicles. \"He has more than 10 Toyota Prados at home and has a deep research on cars.\" For the first car, Changjing also decisively chose the off-road model of the Mercedes-Benz G series, hoping that with the help of extended range technology, the single battery life will exceed 1,000 kilometers.</p><p>Judging from public information, Chang Jing graduated from South China University of Technology majoring in computer science and was a software engineer. In 2011, he served as<a href=\"https://laohu8.com/S/00700\">Tencent</a>Senior product manager, since then, founded Meitu Tool Beijing Magic Picture Elf. In 2014, Chang Jing founded Roborock Technology. The path he chose for this company was to apply innovative technologies to quickly launch leading products.</p><p>For example, Roborock Technology established an intelligent sweeping robot product based on laser ranging module (LDS) technology from the beginning. In mid-September 2014, the founding team demonstrated the prototype of synchronous positioning and map construction (SLAM) to investors, and therefore obtained investment from Xiaomi and entrusted the company to develop the Mijia intelligent sweeping robot. The lidar and visual SLAM positioning technology used in sweeping robots are being connected with unmanned driving technology.</p><p>In an interview with the media, Chang Jing also said, \"On the one hand, the lidar on the sweeping robot is and<a href=\"https://laohu8.com/S/GOOG\">Google</a>The lidar logic of unmanned vehicles is the same. We are equivalent to applying unmanned vehicle technology to the field of sweeping robots; On the other hand, we moved relevant path planning and positioning technologies indoors and applied them to sweeping robots. \"</p><p>Nowadays, the car-making boom is on the rise, except<a href=\"https://laohu8.com/S/NIO\">Nio</a>, Li Auto and<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>And other leading companies, Baidu, Xiaomi,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>, Huawei is investing in the smart car track. Is there still a chance for new entrants like Roborock Technology?</p><p>A capital person who has been involved in the car manufacturing industry for many years commented to 36Kr that although there are many players, there are still many market segments that are not covered. For example, leading new car manufacturing companies generally focus on the mid-to-high-end market of 200,000-500,000 yuan. In the mass market below 200,000 yuan, there is still no stable smart electric vehicle brand, and there are also innovation opportunities in off-road, tool vehicle and other fields.</p><p>\"In fact, the real wave of new car manufacturing has just begun.\" said the above-mentioned capital source.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://36kr.com/p/1174231882547458\">36氪</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b9020cc3ba86a02ac5649f251c5ad5f5","relate_stocks":{"688169":"石头科技"},"source_url":"https://36kr.com/p/1174231882547458","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160193963","content_text":"小米、百度之后，科技公司造车潮还在延续。36氪从多位行业知情人士处获悉，小米生态链公司石头科技已经下场造车，石头科技创始人兼CEO昌敬亲自操盘，成立独立的汽车公司，石头科技同时也向石头汽车公司出资。与理想汽车一样，石头汽车首款车选择了增程技术路线，初步的产品定位是类似奔驰G系列的硬派越野车型。消息人士向36氪透露，石头科技的造车项目在2020年底已经启动，天使轮估值达到2.4亿美元，石头科技的老股东高榕资本、北极光创投等机构已投资该项目。前威马汽车CTO闫枫也已经加入石头科技的造车项目。就上述信息，36氪向石头科技求证，截至发稿，未获回应。“认购很火爆，（石头汽车）后续两轮的融资也都基本敲定了。”接触到石头科技汽车项目的行业人士透露。石头科技是小米生态链上的明星公司，主营业务为扫地机器人等智能清洁硬件，其主要产品为小米定制品牌米家智能扫地机器人、米家手持无线吸尘器，以及自有品牌石头智能扫地机器人和小瓦智能扫地机器人。2020年2月，石头科技登陆科创板，目前市值已经达到770亿人民币。不到10天前的3月底，小米集团宣布造车，成立小米汽车公司，雷军担任汽车公司CEO，初步投入100亿元。消息人士告诉36氪，就当下的信息看，小米与石头科技的汽车项目是相互独立的，没有关联，双方也没有在资本层面合作。“小米汽车的出发点，是小米或者雷军要赌下一个大的增长赛道，石头科技的汽车项目更多是石头科技CEO昌敬的个人情节。”有知情人士告诉36氪，昌敬典型的汽车发烧友，尤其钟爱越野车，“他家里有10几台丰田普拉多，对汽车研究很深。”第一款车，昌敬也果断选择了对标奔驰G系列的越野车型，希望借助增程技术，单次续航突破1000公里。从公开信息看，昌敬毕业于华南理工大学计算机专业，软件工程师出身，2011年，任腾讯高级产品经理，此后，创立美图工具北京魔图精灵。2014年，昌敬创立石头科技，他为这家公司选择的路径是应用创新技术快速推出领先产品。例如，石头科技一开始就确立了以基于激光测距模组（LDS）的为技术基础的智能扫地机器人产。在2014年9月中旬，创始团队向投资人演示了同步定位与地图构建（SLAM）的原型，并因此获取小米投资，并委托公司开发米家智能扫地机器人。而扫地机器人应用的激光雷达、视觉SLAM定位技术正与无人驾驶技术相通。接受媒体采访时，昌敬也谈到，“一方面，扫地机器人上的激光雷达，是和谷歌无人车的激光雷达逻辑一样，我们相当于把无人车技术运用到了扫地机器人领域；另一方面，我们把相关路径规划和定位技术搬到了室内，运用在扫地机器人上。”如今，造车热潮高涨，除了蔚来、理想汽车和小鹏汽车等头部公司，百度、小米、苹果、华为都在智能汽车赛道上下场投入，石头科技这样的新入场者是否还有机会？有参与造车行业多年的资本人士向36氪评论称，虽然玩家众多，但仍然有很多细分市场没有被覆盖到，比如新造车头部公司普遍聚焦在20-50万元的中高端左右市场，20万以下的大众市场，仍然没有一款稳定的智能电动车品牌，以及在越野、工具车等领域，同样还有创新机会。“实际上，真正的新造车浪潮才刚开始。”上述资本人士说。","news_type":1,"symbols_score_info":{"688169":0.9}},"isVote":1,"tweetType":1,"viewCount":2617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341859836,"gmtCreate":1617804172325,"gmtModify":1704703369922,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579339677923534","idStr":"3579339677923534"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/341859836","repostId":"1101500877","repostType":4,"repost":{"id":"1101500877","kind":"news","pubTimestamp":1617773331,"share":"https://ttm.financial/m/news/1101500877?lang=en_US&edition=fundamental","pubTime":"2021-04-07 13:28","market":"us","language":"zh","title":"Bargain-hunting Chinese concept stocks! Munger takes a fancy to Ali, and the \"female version of Buffett\" adds to Baidu","url":"https://stock-news.laohu8.com/highlight/detail?id=1101500877","media":"上海证券报","summary":"巴菲特老搭档查理·芒格建仓买入阿里巴巴、“女版巴菲特” 凯瑟琳·伍德加仓百度、京东……趁着中概股异常下跌，华尔街大佬们正忙着抄底中概股。\n“女版巴菲特”持续加仓百度\n被称为“女版巴菲特”的凯瑟琳·伍德","content":"<p><div>Buffett's old partner Charlie Munger opened a position to buy Alibaba, and the \"female version of Buffett\" Catherine Wood added a position to Baidu, JD.com... Taking advantage of the abnormal decline of Chinese concept stocks, Wall Street bosses are busy buying Chinese concept stocks at the bottom. The \"female version of Buffett\" continues to increase positions in Baidu. Katherine Wood, known as the \"female version of Buffett\", has always maintained a high degree of attention to Chinese concept stocks. Recently, when the stock prices of some Chinese concept stocks have dropped sharply, Catherine Wood is quietly increasing her positions. Unlike Buffett, Katherine Wood focuses on cutting-edge technology. Currently, there are five active funds in the ARK product that Catherine Wood is in charge of:...</p><p><a href=\"https://mp.weixin.qq.com/s/r3RK3nJ8gyNVxr_mQLwQBQ\">Web link</a></div></p>","source":"shzqb","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>Bargain-hunting Chinese concept stocks! Munger takes a fancy to Ali, and the \"female version of Buffett\" adds to Baidu</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\">\nBargain-hunting Chinese concept stocks! Munger takes a fancy to Ali, and the \"female version of Buffett\" adds to Baidu\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">上海证券报</strong><span class=\"h-time small\">2021-04-07 13:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>Buffett's old partner Charlie Munger opened a position to buy Alibaba, and the \"female version of Buffett\" Catherine Wood added a position to Baidu, JD.com... Taking advantage of the abnormal decline of Chinese concept stocks, Wall Street bosses are busy buying Chinese concept stocks at the bottom. The \"female version of Buffett\" continues to increase positions in Baidu. Katherine Wood, known as the \"female version of Buffett\", has always maintained a high degree of attention to Chinese concept stocks. Recently, when the stock prices of some Chinese concept stocks have dropped sharply, Catherine Wood is quietly increasing her positions. Unlike Buffett, Katherine Wood focuses on cutting-edge technology. Currently, there are five active funds in the ARK product that Catherine Wood is in charge of:...</p><p><a href=\"https://mp.weixin.qq.com/s/r3RK3nJ8gyNVxr_mQLwQBQ\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/r3RK3nJ8gyNVxr_mQLwQBQ\">上海证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"09888":"百度集团-SW","BIDU":"百度","BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://mp.weixin.qq.com/s/r3RK3nJ8gyNVxr_mQLwQBQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101500877","content_text":"巴菲特老搭档查理·芒格建仓买入阿里巴巴、“女版巴菲特” 凯瑟琳·伍德加仓百度、京东……趁着中概股异常下跌，华尔街大佬们正忙着抄底中概股。\n“女版巴菲特”持续加仓百度\n被称为“女版巴菲特”的凯瑟琳·伍德一直保持着对中概股的高度关注。近期，在部分中概股股价大幅下降之际，凯瑟琳·伍德却在悄悄加仓。\n与巴菲特不同，凯瑟琳·伍德专注于前沿科技领域。目前，凯瑟琳·伍德一手掌管的ARK产品中有五个主动基金：ARKK（创新ETF）、ARKQ（自主技术和机器人ETF）、ARKW（下一代互联网ETF）、ARKG（基因革命ETF）、ARKF（金融科技创新ETF）。\n百度似乎是凯瑟琳·伍德眼中另一个特斯拉。去年12月，ARKK首次建仓百度，之后连续分批加仓。到了4月6日，ARKK的百度持仓量飙升到了351.5万股。与此同时，ARK的另外一支基金ARKW也开始购入百度股票。此后，旗下三大基金ARKK、ARKQ及ARKW均拥有百度仓位。\n截至当地时间4月6日，ARK旗下3只基金共持有约484.5万股百度，总市值近10.77亿美元。\n凯瑟琳·伍德看中的是百度在自动驾驶方面的潜力和入局造车后的巨大想象空间。今年1月，百度宣布正式组建一家智能汽车公司，以整车制造商的身份进军汽车行业，新组建的百度汽车公司将面向乘用车市场，着眼于智能汽车的设计研发、生产制造、销售服务全产业链。\n在百度入局造车后，公司股价一路攀升，最高涨至339.91美元的高位。但在刚刚过去的3月，受美国监管层宣布通过《外国公司问责法案》最终修正案以及Archegos基金爆仓事件等利空消息影响，百度股价大幅缩水，最低跌至204.7美元，月度累计跌幅逾23%，市值缩水数百亿美元。\n在百度股价下挫之际，ARK旗下3只基金仍在持续买入。此前，ARK产品中有4只基金均持有腾讯ADR、京东ADR、3只基金持有贝壳。在电动车概念方面，ARK还持有比亚迪ADR、小牛电动。电商方面，持有电商巨头京东、阿里巴巴等。\n芒格抄底阿里巴巴\n中概股遭遇“水逆”之际，巴菲特的老搭档芒格也在悄悄抄底。\n根据Daily Journal于4月5日提交给美国证监会的13F文件，该公司在2021年第一季度新建仓中概股阿里巴巴，在3月底的持股数为165320股，以当时的股价计算持仓市值约3750万美元。截至2021年第一季度，Daily Journal持有5只股票，总价值1.97亿美元。除阿里巴巴外，该公司还持有富国银行、美国银行、浦项制铁和美国合众银行的股份，这些持仓自2020年底以来一直没有变化。\n去年年底以来，阿里巴巴股价持续大跌。外界认为，查理·芒格建仓的时机大概率是在阿里巴巴大跌之后，抄底意图较为明显。\n安山资本有限公司（Amber Hill Capital Ltd.）资产管理总监杰克逊·黄（Jackson Wong）认为，目前阿里巴巴和腾讯仍是中国的重量级科技股，暂时还看不到有哪个公司可以撼动它们的地位。\n此前，芒格在Daily Journal的年度股东大会上表示看好中国。芒格认为，中国脱贫速度让他震惊。此外，中国的工厂自动化普及率高，中国已经迈入现代化国家行列。\n业内：中概股正在去泡沫\n今年，部分机构仓位调整引发的剧烈动荡使得中概股成为关注焦点。\n财经评论员郭施亮认为，经过了这一轮的快速下跌走势，部分中概股的估值泡沫发生了快速挤压的迹象，这或许只是市场去泡沫的一个演绎过程。\n2020年以来，中概股所面临的外部环境不确定有所增加，中概股回港股上市热度不减。中金公司认为，从长远发展角度考虑，外部压力不断增加会促使更多中概股选择回归以备不时之需，特别是考虑到较低的回归成本。\n“对于符合条件的中概股公司而言，二次上市对企业没有太多新增成本，同股同权、香港联系汇率制度也使得二次上市对美国上市主体的扰动最大限度降到最低，因此选择回归都不啻为一个‘百利而无一害’的后备方案。”中金称。","news_type":1,"symbols_score_info":{"BIDU":0.9,"09888":0.9,"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":2339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340872936,"gmtCreate":1617380189725,"gmtModify":1704699338175,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579339677923534","idStr":"3579339677923534"},"themes":[],"htmlText":"Crm","listText":"Crm","text":"Crm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340872936","repostId":"340851184","repostType":1,"isVote":1,"tweetType":1,"viewCount":1602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}