声明:(1)本文不构成专业意见,投资建议请咨询专业持牌人士。本人不对任何人投资盈亏负责。(2)ARK 盘后发的邮件不代表他们全部的当天交易,本人做过合理的尽职调查,但是不能保证信息 100% 真实与准确性。(3)本人持有 ARK 基金和其中某些股票(例如 PLTR),请在跟进的时候自行判断。
如果买 ARKK,就必须知道它 β 是 1.65,所以跌得比大盘快、涨得也比大盘猛,是它的本性所在,就像水往低处流、燕子会飞、狗狗会叫,是那么的自然。你买了它,知道如果大盘回调 10%,ARKK 会下跌 16%,提前心里有数了,就不会在恐慌中割肉在地板上。
如果你问,β 是什么?罚你回这里补课。
我在 3 月 11 日的帖子讲了,咱们没有上帝之眼的散户,不要去猜市场的顶和底在哪里,选质优股长持,任他风吹雨打,我自岿然不动,就好了。这个文章题目很有意思,叫《最近,你 “逃底” 了没?》。
知道了这些,当我看到有人说方舟的女股神必然倒台,向投资人道歉,PLTR 他会在 $5 那里等着,我都会一笑置之。
说到 PLTR,昨天女股神买了很多,今天继续大量买。很多人笼统地把这种暂时不赚钱的叫做 “诗和远方”,我却觉得 PLTR 有一些你不能忽视的优点:
- 行业龙头,潜力较大。
- 目前销售额有 61% 来自政府部门(特别是国防和情报部门),不是普通商业企业,政府不会让它破产倒闭。
- 别忘了,最近出来了跟 AWS 合作的好消息(连续多日的市场,已经让很多人无暇记得这种消息了)。
所以我手里紧紧抓着一批筹码,多少钱都不卖。我有一个四巫日之后的视频,还专门把女股神接受 CNBC 采访谈到 PLTR 的视频加进去,在这:
好了,今天的方舟操作:
Latest Trades
Fund | Date | Direction | Ticker | CUSIP | Company | Shares | % of ETF | |
1 | ARKF | 03/25/2021 | Buy | OPEN | 683712103 | OPENDOOR TECHNOLOGIES INC | 468,600 | 0.2524 |
2 | ARKF | 03/25/2021 | Sell | AMZN | 023135106 | AMAZON.COM INC | 3,571 | 0.2791 |
3 | ARKF | 03/25/2021 | Sell | BABA | 01609W102 | ALIBABA GROUP HOLDING LTD | 51,402 | 0.2975 |
4 | ARKF | 03/25/2021 | Sell | TCEHY | 88032Q109 | TENCENT HOLDINGS LTD | 78,519 | 0.1557 |
5 | ARKG | 03/25/2021 | Buy | SGFY | 82671G100 | SIGNIFY HEALTH INC | 68,499 | 0.0194 |
6 | ARKG | 03/25/2021 | Buy | SEER | 81578P106 | SEER INC | 77,391 | 0.0355 |
7 | ARKG | 03/25/2021 | Buy | SDGR | 80810D103 | SCHRODINGER INC/UNITED STATES | 112,514 | 0.0816 |
8 | ARKG | 03/25/2021 | Buy | RPTX | 760273102 | REPARE THERAPEUTICS INC | 1,028 | 0.0003 |
9 | ARKG | 03/25/2021 | Buy | TDOC | 87918A105 | TELADOC HEALTH INC | 80,118 | 0.1499 |
10 | ARKG | 03/25/2021 | Buy | BFLY | 124155102 | BUTTERFLY NETWORK INC | 127,800 | 0.0236 |
11 | ARKG | 03/25/2021 | Buy | ADPT | 00650F109 | ADAPTIVE BIOTECHNOLOGIES CORP | 180,617 | 0.0756 |
12 | ARKG | 03/25/2021 | Sell | VRTX | 92532F100 | VERTEX PHARMACEUTICALS INC | 102,956 | 0.2376 |
13 | ARKG | 03/25/2021 | Sell | TAK | 874060205 | TAKEDA PHARMACEUTICAL CO LTD | 113,025 | 0.0237 |
14 | ARKG | 03/25/2021 | Sell | RHHBY | 771195104 | ROCHE HOLDING AG | 36,861 | 0.0163 |
15 | ARKK | 03/25/2021 | Buy | TDOC | 87918A105 | TELADOC HEALTH INC | 180,692 | 0.1456 |
16 | ARKK | 03/25/2021 | Buy | U | 91332U101 | UNITY SOFTWARE INC | 200,700 | 0.0844 |
17 | ARKK | 03/25/2021 | Buy | PLTR | 69608A108 | PALANTIR TECHNOLOGIES INC | 783,500 | 0.0791 |
18 | ARKK | 03/25/2021 | Buy | Z | 98954M200 | ZILLOW GROUP INC | 148,542 | 0.0847 |
19 | ARKK | 03/25/2021 | Buy | ZM | 98980L101 | ZOOM VIDEO COMMUNICATIONS INC | 50,395 | 0.0734 |
20 | ARKK | 03/25/2021 | Buy | FATE | 31189P102 | FATE THERAPEUTICS INC | 306,976 | 0.1075 |
21 | ARKK | 03/25/2021 | Buy | BEAM | 07373V105 | BEAM THERAPEUTICS INC | 122,367 | 0.0469 |
22 | ARKK | 03/25/2021 | Buy | SE | 81141R100 | SEA LTD | 100,684 | 0.0926 |
23 | ARKK | 03/25/2021 | Sell | TCEHY | 88032Q109 | TENCENT HOLDINGS LTD | 307,283 | 0.1102 |
24 | ARKK | 03/25/2021 | Sell | REGN | 75886F107 | REGENERON PHARMACEUTICALS INC | 27,672 | 0.0595 |
25 | ARKK | 03/25/2021 | Sell | PYPL | 70450Y103 | PAYPAL HOLDINGS INC | 309,932 | 0.3316 |
26 | ARKK | 03/25/2021 | Sell | PSTG | 74624M102 | PURE STORAGE INC | 434,179 | 0.0412 |
27 | ARKK | 03/25/2021 | Sell | PCAR | 693718108 | PACCAR INC | 134,000 | 0.0564 |
28 | ARKK | 03/25/2021 | Sell | NVS | 66987V109 | NOVARTIS AG | 71,063 | 0.0287 |
29 | ARKQ | 03/25/2021 | Buy | SPFR | G50740102 | JAWS SPITFIRE ACQUISITION CORP | 68,100 | 0.0217 |
30 | ARKQ | 03/25/2021 | Buy | BIDU | 056752108 | BAIDU INC | 31,505 | 0.2048 |
31 | ARKQ | 03/25/2021 | Sell | GOOG | 02079K107 | ALPHABET INC | 3,088 | 0.1977 |
32 | ARKW | 03/25/2021 | Buy | SKLZ | 83067L109 | SKILLZ INC | 745,700 | 0.2108 |
33 | ARKW | 03/25/2021 | Buy | OPEN | 683712103 | OPENDOOR TECHNOLOGIES INC | 453,600 | 0.1513 |
34 | ARKW | 03/25/2021 | Buy | BIDU | 056752108 | BAIDU INC | 32,600 | 0.1009 |
35 | ARKW | 03/25/2021 | Buy | TDOC | 87918A105 | TELADOC HEALTH INC | 58,186 | 0.1518 |
36 | ARKW | 03/25/2021 | Sell | MELI | 58733R102 | MERCADOLIBRE INC | 6,765 | 0.1416 |
37 | ARKW | 03/25/2021 | Sell | ICE | 45866F104 | INTERCONTINENTAL EXCHANGE INC | 120,362 | 0.2012 |
38 | ARKW | 03/25/2021 | Sell | PYPL | 70450Y103 | PAYPAL HOLDINGS INC | 56,687 | 0.1963 |
39 | ARKW | 03/25/2021 | Sell | ROKU | 77543R102 | ROKU INC | 42,662 | 0.2024 |
昨天的新视频,如何用 Excel 和 Google Sheets 快速自动抓股票数据,进行股票分析:
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