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2021-08-05

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2021-04-14

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2021-04-07

Ali！

抄底中概股！芒格看上阿里，“女版巴菲特”加仓百度

2021-02-08

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my comment","listText":"like my comment","text":"like my 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13:28","market":"us","language":"zh","title":"抄底中概股！芒格看上阿里，“女版巴菲特”加仓百度","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":"<div>\n<p>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：...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/r3RK3nJ8gyNVxr_mQLwQBQ\">Web Link</a>\n\n</div>\n","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>抄底中概股！芒格看上阿里，“女版巴菲特”加仓百度</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抄底中概股！芒格看上阿里，“女版巴菲特”加仓百度\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-07 13:28 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/r3RK3nJ8gyNVxr_mQLwQBQ><strong>上海证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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：...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/r3RK3nJ8gyNVxr_mQLwQBQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"BIDU":"百度","09888":"百度集团-SW","BABA":"阿里巴巴","09988":"阿里巴巴-SW"},"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},"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389176320,"gmtCreate":1612746409160,"gmtModify":1704873716862,"author":{"id":"3573460384591971","authorId":"3573460384591971","name":"kimxuan","avatar":"https://static.tigerbbs.com/a2d7a18ffeb65e33066b9137a4de8f12","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/389176320","repostId":"2109700161","repostType":4,"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":176717539,"gmtCreate":1626915955821,"gmtModify":1703480466138,"author":{"id":"3573460384591971","authorId":"3573460384591971","name":"kimxuan","avatar":"https://static.tigerbbs.com/a2d7a18ffeb65e33066b9137a4de8f12","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/176717539","repostId":"2153396623","repostType":4,"isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890456465,"gmtCreate":1628129715757,"gmtModify":1703501775989,"author":{"id":"3573460384591971","authorId":"3573460384591971","name":"kimxuan","avatar":"https://static.tigerbbs.com/a2d7a18ffeb65e33066b9137a4de8f12","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/890456465","repostId":"2157100237","repostType":4,"repost":{"id":"2157100237","pubTimestamp":1628123476,"share":"https://www.laohu8.com/m/news/2157100237?lang=&edition=full","pubTime":"2021-08-05 08:31","market":"hk","language":"zh","title":"证券时报：在税收上游戏行业应该向传统行业适度看齐","url":"https://stock-news.laohu8.com/highlight/detail?id=2157100237","media":"证券时报网","summary":"游戏企业也应承担更多的社会责任，除了保护青少年，做好游戏内容外，还可以在税收上回馈社会。税收方面应该...","content":"<div>\n<p>游戏企业应承担更多的社会责任，除了保护青少年，做好游戏内容外，还可以在税收上回馈社会。当初政府为了鼓励信息产业发展，有软件产业税收优惠政策，还有一些地方政府给予补贴。当这些软件产业已发展起来，政府就没有必要再继续给予产业扶持，税收方面应该和其他产业持平。游戏产业应该做好心理准备。\n\n本文作者：余胜良，来源：证券时报，原文标题：《共同维护游戏产业健康发展》\n游戏作为文化娱乐的一种休闲方式，能在中国...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3637156\">Web Link</a>\n\n</div>\n","source":"wallstreetcn_api","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>证券时报：在税收上游戏行业应该向传统行业适度看齐</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证券时报：在税收上游戏行业应该向传统行业适度看齐\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-05 08:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3637156><strong>证券时报网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>游戏企业应承担更多的社会责任，除了保护青少年，做好游戏内容外，还可以在税收上回馈社会。当初政府为了鼓励信息产业发展，有软件产业税收优惠政策，还有一些地方政府给予补贴。当这些软件产业已发展起来，政府就没有必要再继续给予产业扶持，税收方面应该和其他产业持平。游戏产业应该做好心理准备。\n\n本文作者：余胜良，来源：证券时报，原文标题：《共同维护游戏产业健康发展》\n游戏作为文化娱乐的一种休闲方式，能在中国...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3637156\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6293418aaa188f49eeedbed2477b7c32","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3637156","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2157100237","content_text":"游戏企业应承担更多的社会责任，除了保护青少年，做好游戏内容外，还可以在税收上回馈社会。当初政府为了鼓励信息产业发展，有软件产业税收优惠政策，还有一些地方政府给予补贴。当这些软件产业已发展起来，政府就没有必要再继续给予产业扶持，税收方面应该和其他产业持平。游戏产业应该做好心理准备。\n\n本文作者：余胜良，来源：证券时报，原文标题：《共同维护游戏产业健康发展》\n游戏作为文化娱乐的一种休闲方式，能在中国发展成数千亿元的大产业，是我国长期鼓励新兴产业发展壮大的硕果，当然也有美中不足之处，要在行业发展中保护好青少年，在游戏设置上防止过度花钱，过度沉迷。另外，游戏行业作为软件服务业享受税收优惠，也受到诟病，在税收上游戏行业也应该向传统行业适度看齐。\n游戏行业作为一个从业者多、用户多，牵涉面广的产业，一举一动广受关注，它有负面非常正常，就像发电也有污染环境的负面一样。但是，对游戏产业要看到它主要的一面。游戏产业已成为不少国民不可或缺的放松方式，这些人的权益也要尊重。有大量成年人经过一天劳动，在网络游戏中得到放松，效果和观看影视剧相声等娱乐节目类似，而且消费成本更低。网络游戏虽然是虚拟，但已走入现实，还衍生出游戏文化，这个产业还会继续发展壮大。应该看到，游戏是人的一种本性，从孩童时期开始人类就在做各种游戏，日常生活中就有很多游戏环节，优秀的游戏还可以锻炼头脑。\n中国的游戏公司本来是后发者，经过这些年的发展，现在一些中国的头部游戏公司有了全球影响力，如果保持目前的发展势头，有可能建立全球优势地位，成为中国文化影响力输出的一部分，增强海外消费者对中国的认可，这会增强中国软实力。\n当然，应该鼓励的是优质健康的游戏内容，这一方面政府已通过刊号的方式管理甚严。舆论不满的主要是青少年沉迷网络游戏。青少年除了读书之外，总得有消遣，消遣的对象可以是小说，可以是电视剧，也可以是网络游戏。政府可以立法限制一定年龄段的消费者登陆网游，做好消费者分层。这些都是正在做的事情。\n游戏企业也应承担更多的社会责任，除了保护青少年，做好游戏内容外，还可以在税收上回馈社会。\n游戏产业现在已发展壮大，当初政府为了鼓励信息产业发展，有软件产业税收优惠政策，还有一些地方政府给予补贴，这也是软件企业净利润率高的重要原因，远非硬件企业所能比。当这些软件产业已发展起来，具有相对优势时，政府就没有必要再继续给予产业扶持，将资金用在民生急需方面，税收方面应该和其他产业持平。对此，游戏产业应该做好心理准备。","news_type":1},"isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153450729,"gmtCreate":1625044512461,"gmtModify":1703850787626,"author":{"id":"3573460384591971","authorId":"3573460384591971","name":"kimxuan","avatar":"https://static.tigerbbs.com/a2d7a18ffeb65e33066b9137a4de8f12","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/153450729","repostId":"2147894632","repostType":4,"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141460857,"gmtCreate":1625885791579,"gmtModify":1703750451237,"author":{"id":"3573460384591971","authorId":"3573460384591971","name":"kimxuan","avatar":"https://static.tigerbbs.com/a2d7a18ffeb65e33066b9137a4de8f12","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/141460857","repostId":"2150322325","repostType":4,"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344383988,"gmtCreate":1618375649144,"gmtModify":1704709874414,"author":{"id":"3573460384591971","authorId":"3573460384591971","name":"kimxuan","avatar":"https://static.tigerbbs.com/a2d7a18ffeb65e33066b9137a4de8f12","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"like 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