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piamo
piamo
·
2023-05-26
都没我持久🐶，持仓一年直接 100%盈利
最大“冤大头”木头姐！旗舰基金“提前下车”1月清仓英伟达，错失5600亿美元大反弹
伍德的旗舰交易所交易基金在1月初清仓所持英伟达股份。ARK投资管理公司创始人、“木头姐”凯茜•伍德的旗舰交易所交易基金在1月初清仓所持英伟达股份。然后，人工智能热潮来了，推高了该股及其他大型科技股的股
最大“冤大头”木头姐！旗舰基金“提前下车”1月清仓英伟达，错失5600亿美元大反弹
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piamo
piamo
·
2022-05-20
诚信呢，当初谈的好好的生意又反悔？
非常抱歉，此主贴已删除
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piamo
piamo
·
2022-02-28
我信你个鬼，你这个券商坏得狠
非常抱歉，此主贴已删除
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piamo
piamo
·
2022-01-13
利润率真高
台积电Q4营收4381.89亿新台币，同比增长21.2%
1月13日，台积电发布2021年第四季度业绩。财报显示，第四季度营收4381.89亿新台币，去年同期3615.33亿新台币；第四季度净利润1662亿新台币，去年同期1427.66亿新台币；第四季度每股
台积电Q4营收4381.89亿新台币，同比增长21.2%
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piamo
piamo
·
2021-12-15
$小米集团-W(01810)$
毫无底线？？
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piamo
piamo
·
2021-12-13
懂了，这就做空
*汇丰研究上调比亚迪(01211.HK)目标价至464元 评级「买入」
~阿思达克财经新闻网址: www.aastocks.com
*汇丰研究上调比亚迪(01211.HK)目标价至464元 评级「买入」
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piamo
piamo
·
2021-07-06
$英伟达(NVDA)$
1拆4，牛逼
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piamo
piamo
·
2021-01-29
$跟谁学(GSX)$
成熟的美国市场？我笑了
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piamo
piamo
·
2021-01-12
$小鹏汽车(XPEV)$
今天可以打住了，明天继续，大伙儿也该困觉了
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piamo
piamo
·
2021-01-12
$小鹏汽车(XPEV)$
不要停，雅蠛蝶！
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href=\"https://laohu8.com/S/NVDA\">英伟达</a>股份。然后，人工智能热潮来了，推高了该股及其他大型科技股的股价。自伍德抛售英伟达股票以来，这家芯片制造商的市值增加了约5600亿美元，其中2000亿美元是在该公司公布超预期业绩后一夜之间飙升的。</p><p>尽管伍德旗下几只规模较小的基金都持有英伟达股票，但旗舰产品<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>的投资者大多没有从英伟达年内暴涨159.90%中受益。</p><p>今年2月，英伟达的股价为234美元，预期市盈率约50倍，伍德当时表示估值“非常高”。</p><p>伍德在2月27日接受采访时表示，“我们看好英伟达，我们认为它将是一只好股票。英伟达被定价了——它是一家人工智能公司。”“我们的旗舰基金一直在巩固我们最看好的股票，这在一定程度上与估值有关。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25c9b3d9b94bed1f8d12d491f307c0a5\" title=\"\" tg-width=\"953\" tg-height=\"533\"/></p><p>伍德长期以来一直看好英伟达，但她对该股的信心有时会动摇。</p><p>当ARKK于2014年成立时，英伟达是该基金的主要持股之一。数据显示，自ARKK成立以来，在该基金112%的总回报率中，英伟达贡献了13%，仅次于<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、Grayscale Bitcoin Trust(GBTC.US)和Invitae(NVTA.US)。</p><p>数据显示，去年10月，当英伟达开始从2020年8月以来的最低水平反弹时，ARKK持有超过75万股英伟达股票。伍德在去年11月底将该头寸减持至略低于3.9万股，到1月中旬将其降至零。</p><p>尽管ARK专注于颠覆性创新领域，但其旗舰基金几乎没有持有今年飙升的人工智能相关股票。周四，ARKK基金下跌3%，而英伟达飙升25%，纳斯达克100指数上涨2.4%。</p><p>“这是集中型主动基金经理的一个风险——他们错过了一个主题，或在这个主题中错过了正确的股票，”Strategas ETF策略师Todd Sohn表示。</p></body></html>","source":"stock_zhitongcaijing","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>最大“冤大头”木头姐！旗舰基金“提前下车”1月清仓英伟达，错失5600亿美元大反弹</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/936145.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"LU0056508442.USD":"贝莱德世界科技基金A2","BK4548":"巴美列捷福持仓","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4529":"IDC概念","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109392836.USD":"富兰克林科技股A","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0097036916.USD":"贝莱德美国增长A2 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Sohn表示。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1981,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4103012405740810","authorId":"4103012405740810","name":"Hdjdjhsj","avatar":"https://static.tigerbbs.com/59d6bc0eecd5e2ab29d590759c3fdfd3","crmLevel":4,"crmLevelSwitch":1,"idStr":"4103012405740810","authorIdStr":"4103012405740810"},"content":"牛，我是错过最低点了，315买的，380卖的","text":"牛，我是错过最低点了，315买的，380卖的","html":"牛，我是错过最低点了，315买的，380卖的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615528069,"gmtCreate":1653033555651,"gmtModify":1653033555651,"author":{"id":"3473388850605544","authorId":"3473388850605544","name":"piamo","avatar":"https://static.tigerbbs.com/6990b5e10349abd2ce126cdff2811e02","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3473388850605544","authorIdStr":"3473388850605544"},"themes":[],"htmlText":"诚信呢，当初谈的好好的生意又反悔？","listText":"诚信呢，当初谈的好好的生意又反悔？","text":"诚信呢，当初谈的好好的生意又反悔？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615528069","repostId":"1103096334","repostType":2,"isVote":1,"tweetType":1,"viewCount":2013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636555139,"gmtCreate":1646021558992,"gmtModify":1646021558992,"author":{"id":"3473388850605544","authorId":"3473388850605544","name":"piamo","avatar":"https://static.tigerbbs.com/6990b5e10349abd2ce126cdff2811e02","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3473388850605544","authorIdStr":"3473388850605544"},"themes":[],"htmlText":"我信你个鬼，你这个券商坏得狠","listText":"我信你个鬼，你这个券商坏得狠","text":"我信你个鬼，你这个券商坏得狠","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636555139","repostId":"1120790445","repostType":2,"isVote":1,"tweetType":1,"viewCount":2218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694558305,"gmtCreate":1642052329625,"gmtModify":1642052329625,"author":{"id":"3473388850605544","authorId":"3473388850605544","name":"piamo","avatar":"https://static.tigerbbs.com/6990b5e10349abd2ce126cdff2811e02","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3473388850605544","authorIdStr":"3473388850605544"},"themes":[],"htmlText":"利润率真高","listText":"利润率真高","text":"利润率真高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694558305","repostId":"1166088756","repostType":2,"repost":{"id":"1166088756","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1642051986,"share":"https://www.laohu8.com/m/news/1166088756?lang=&edition=full","pubTime":"2022-01-13 13:33","market":"other","language":"zh","title":"台积电Q4营收4381.89亿新台币，同比增长21.2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1166088756","media":"老虎资讯综合","summary":"1月13日，台积电发布2021年第四季度业绩。财报显示，第四季度营收4381.89亿新台币，去年同期3615.33亿新台币；第四季度净利润1662亿新台币，去年同期1427.66亿新台币；第四季度每股","content":"<html><head></head><body><p>1月13日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>发布2021年第四季度业绩。财报显示，第四季度营收4381.89亿新台币，去年同期3615.33亿新台币；第四季度净利润1662亿新台币，去年同期1427.66亿新台币；第四季度每股收益6.41新台币，去年同期5.51新台币；第四季度毛利率52.7％，市场预估52.0％。</p><p><img src=\"https://static.tigerbbs.com/646fdbb33283eb4d1dc531ffb4b96e5f\" tg-width=\"1011\" tg-height=\"504\" referrerpolicy=\"no-referrer\"/></p><p>第四季度收入同比增长21.2%，而净收入和摊薄后每股收益均增长16.4%；与2021年第三季度相比，第四季度的业绩收入增长5.7%，净收入增长6.4%。</p><p>本季度毛利率为52.7%，营业利润率为41.7%，净利润率为37.9%。</p><p>第四季度，5纳米芯片出货占总晶圆销售额的23%，7纳米芯片占27%；总体而言，先进制程（包含7纳米及更先进制程）的营收达到全季晶圆销售金额的50%。</p><p><b>业绩电话会主要摘要：</b></p><blockquote><b>预计2022年第一季度销售额166亿美元至172亿美元；</b></blockquote><blockquote><b>预计2022年第一季度毛利率53%至55%，市场预估51.8%；</b></blockquote><blockquote><b>预计2022年第一季度营业利益率42%至44%，市场预估41%；</b></blockquote><blockquote><b>预计2022年资本支出400亿美元至440亿美元。</b></blockquote></body></html>","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>台积电Q4营收4381.89亿新台币，同比增长21.2%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n台积电Q4营收4381.89亿新台币，同比增长21.2%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-01-13 13:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月13日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>发布2021年第四季度业绩。财报显示，第四季度营收4381.89亿新台币，去年同期3615.33亿新台币；第四季度净利润1662亿新台币，去年同期1427.66亿新台币；第四季度每股收益6.41新台币，去年同期5.51新台币；第四季度毛利率52.7％，市场预估52.0％。</p><p><img src=\"https://static.tigerbbs.com/646fdbb33283eb4d1dc531ffb4b96e5f\" tg-width=\"1011\" tg-height=\"504\" referrerpolicy=\"no-referrer\"/></p><p>第四季度收入同比增长21.2%，而净收入和摊薄后每股收益均增长16.4%；与2021年第三季度相比，第四季度的业绩收入增长5.7%，净收入增长6.4%。</p><p>本季度毛利率为52.7%，营业利润率为41.7%，净利润率为37.9%。</p><p>第四季度，5纳米芯片出货占总晶圆销售额的23%，7纳米芯片占27%；总体而言，先进制程（包含7纳米及更先进制程）的营收达到全季晶圆销售金额的50%。</p><p><b>业绩电话会主要摘要：</b></p><blockquote><b>预计2022年第一季度销售额166亿美元至172亿美元；</b></blockquote><blockquote><b>预计2022年第一季度毛利率53%至55%，市场预估51.8%；</b></blockquote><blockquote><b>预计2022年第一季度营业利益率42%至44%，市场预估41%；</b></blockquote><blockquote><b>预计2022年资本支出400亿美元至440亿美元。</b></blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"BK4550":"红杉资本持仓","BK4526":"热门中概股","BK4512":"苹果概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4141":"半导体产品","BK4527":"明星科技股","BK4503":"景林资产持仓","03145":"华夏亚洲高息股","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4505":"高瓴资本持仓","BK4548":"巴美列捷福持仓","TSM":"台积电","BK4534":"瑞士信贷持仓","EWT":"台湾ETF-iShares MSCI"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166088756","content_text":"1月13日，台积电发布2021年第四季度业绩。财报显示，第四季度营收4381.89亿新台币，去年同期3615.33亿新台币；第四季度净利润1662亿新台币，去年同期1427.66亿新台币；第四季度每股收益6.41新台币，去年同期5.51新台币；第四季度毛利率52.7％，市场预估52.0％。第四季度收入同比增长21.2%，而净收入和摊薄后每股收益均增长16.4%；与2021年第三季度相比，第四季度的业绩收入增长5.7%，净收入增长6.4%。本季度毛利率为52.7%，营业利润率为41.7%，净利润率为37.9%。第四季度，5纳米芯片出货占总晶圆销售额的23%，7纳米芯片占27%；总体而言，先进制程（包含7纳米及更先进制程）的营收达到全季晶圆销售金额的50%。业绩电话会主要摘要：预计2022年第一季度销售额166亿美元至172亿美元；预计2022年第一季度毛利率53%至55%，市场预估51.8%；预计2022年第一季度营业利益率42%至44%，市场预估41%；预计2022年资本支出400亿美元至440亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607667404,"gmtCreate":1639534429416,"gmtModify":1639534429416,"author":{"id":"3473388850605544","authorId":"3473388850605544","name":"piamo","avatar":"https://static.tigerbbs.com/6990b5e10349abd2ce126cdff2811e02","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3473388850605544","authorIdStr":"3473388850605544"},"themes":[],"htmlText":"<a 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