【@marketfocus.hk 】【女股神轉軚】曾狂沽中概股 近日狂買京東物流併多多 連登契媽:僅留下「迎合」北京投資組合
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內地監管風暴愈演愈烈,嚇怕不少外國投資者,被網民封為「連登契媽」的方舟投資(Ark)創辦人Cathie Wood亦不例外。方舟投資的旗艦ETF「創新主動型ETF」(ARK...
【@marketfocus.hk 】【女股神轉軚】曾狂沽中概股 近日狂買京東物流併多多 連登契媽:僅留下「迎合」北京投資組合
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內地監管風暴愈演愈烈,嚇怕不少外國投資者,被網民封為「連登契媽」的方舟投資(Ark)創辦人Cathie Wood亦不例外。方舟投資的旗艦ETF「創新主動型ETF」(ARKK)之前一度將中國股票幾乎全數清倉,不過令人困惑的是,「契媽」ETF其後又重新買入中國股票。Wood早前在一個公開場合上表示,現時投資中國的策略是只保留一些能夠獲得北京支持的股票,如京東物流(2618)、拼多多(PDD)。
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與此同時,近日Tesla升勢凌厲並突破750美元,但一直是該股大好友的「契媽」,原來已暗暗沽出價值約1.1億美元的Tesla。「契媽」沽貨減持到底單純是為了鎖定利潤,還是為了增持中國股票,外界不得而知,但舉動卻值得散戶留意。
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據《金融時報》報導,Wood在一個投資論壇上表示,中國目前情況與去年不同,當局以資本市場為代價,聚焦於社會議題及社交工程。「任何被中國政府視為過份有利可圖的事情,都有被摧毀的風險。」她說。縱使如此,這位「契媽」決定不堅持將其中國股票持倉清倉,方舟投資旗下的「創新主動型ETF(ARKK)8月才沽清了中國股票,但不久之後又重新買入包括京東(JD)及比亞迪股份(1211)在內的中國股票。Wood表示,旗下基金現時的策略是將部分手上被視為輸家的中國股票換走,並換入「迎合中國政府」(currying the government’s favour)的「共同富裕」主張之公司,例如是在港上市的京東物流(2618),以及中概股拼多多(PDD)。
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Wood看好京東物流及拼多多的原因亦一反傳統基金揀股標準,她是看重公司在「共同富裕」方面的貢獻,即使有關貢獻無助業績。她認為,京東物流以極低毛利率於內地三、四線城市興建基建,故應可獲中國政府支持;之所以睇好拼多多,則是由於該公司大量投資在食品雜貨業以及連接農場與商店之間的供應鏈,形容其「基本上是在為免費幫助政府而投資」。
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縱然對於投資中國股票的取態非常謹慎,而且必須在這個市場採取十分獨特的揀股手法,女股神並未對中國股票完全死心,直言不會放棄中國,原因是中國相當聚焦於創新,且深植創業精神。她認為,中國現時只是處於重整階段,並非試圖與外界隔絕或停止成長,而隨著時間過去,當局料將重新反思部分監管措施。
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翻查女股神旗下基金持倉,方舟投資旗下的「太空探索與創新主動型ETF」(ARKX)、「金融科技創新主動型ETF」(ARKF),以及「自動科技與機械人主動型ETF」(ARKQ),均持有京東(JD)或京東物流。另外,ARKF亦持有在港上市的移卡(9923)及眾安保險(6060)。值得一提的是,方舟投資旗下基金在剛過去的周三大量沽出Tesla,單日沽出了約14.3萬股,市值約1.1億美元,折合約8.4億港元。
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Text by BusinessFocus Editorial
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currying 在 財經新報 Facebook 的最佳貼文
僅留討好部位!女股神大減中國投資,表示不會放棄中國市場,並把部分虧損持股換成確實追求共同富裕的企業。
#凱薩琳伍德 #方舟投資 #中概股 #共同富裕
currying 在 Milton Goh Blog and Sermon Notes Facebook 的精選貼文
An Excellent Spirit Brings Lasting Promotions
“It pleased Darius to set over the kingdom an hundred and twenty princes, which should be over the whole kingdom; And over these three presidents; of whom Daniel was first: that the princes might give accounts unto them, and the king should have no damage. Then this Daniel was preferred above the presidents and princes, because an excellent spirit was in him; and the king thought to set him over the whole realm. Then the presidents and princes sought to find occasion against Daniel concerning the kingdom; but they could find none occasion nor fault; forasmuch as he was faithful, neither was there any error or fault found in him.” (Daniel 6:1-4 KJV)
Many unbelievers in the world think that to get ahead in life, they have to lie, cheat and steal. They use underhand methods to get promotions, stepping on others to climb up higher.
However, in the powerful Medo-Persian kingdom, Daniel distinguished himself in the eyes of the king by displaying an excellent spirit.
Out of one hundred and twenty princes and three presidents, Daniel was preferred above them all—not by currying favor, but just by being an excellent in all he did.
He was faithful in all his duties, and did his work excellently.
Truly capable people don’t have to resort to dirty methods to get promoted.
If you use corrupt ways to prosper, your adversaries will be able to dig up dirt to testify against you.
But when you do everything honestly and do your work well, wanting to give your best, who can fault you? Having a clear conscience is sweet and peaceful.
“A good man shall obtain favor from Yahweh, but he will condemn a man of wicked devices. A man shall not be established by wickedness, but the root of the righteous shall not be moved.” (Proverbs 12:2-3 WEB)
When you see others getting promoted through dirty ways, don’t let the temptation of the shortcut cause you to stray from having your heart in the right place.
When an excellent spirit is in you, you will obtain favor from the Lord for promotion. Do your work well as worship unto Him, not to please your boss.
“And whatever you do, work heartily, as for the Lord, and not for men, knowing that from the Lord you will receive the reward of the inheritance; for you serve the Lord Christ.” (Colossians 3:23-24 WEB)
Because you are a “good man” in Christ, based on His finished work at the cross, God’s favor is yours.
Remember: favor, not labor!
Promotion through wicked ways is not a sure foundation. There are many cracks and one day it will all collapse, and the fall will be great.
Let your promotion come from relying on the grace (unmerited favor) of God. If it comes as a gift, you won’t have the stress of having to maintain it by your limited strength. God will supply the grace for you to thrive in the new role.
Pray with me: Dear Abba God, help me cultivate an excellent spirit like Daniel. I want to be promoted, but at Your timing and in Your chosen way. I want to rely on Your unmerited favor, not my stressful labor. Thank You for the abundance of grace that empowers me to work faithfully as worship unto You. In Jesus’ name I pray, Amen!
When it is time for the Lord to reward you, what He will give you is far beyond anything we can enjoy in this time!! Learn how to maximize your eternal rewards, how to know and step into your God-given calling, and enjoy a worthy life: http://bit.ly/sandcastlesdontlastforever
currying 在 軟體開發學習資訊分享 Facebook 的最佳貼文
🔥 udemy 網路週,課程最低 NT330 元起
在這個課程中,將學習什麼是函數式程式設計,以及它與其他程式設計風格(如程序和物件導向)如何區分。
我們還將了解為什麼以及何時使用函數式程式設計,以及程式為什麼以及何時會發展出不必要的複雜。
然後我們繼續探索 lambda 表達式,它是簡短的單行函數,是 Python 提供的最純粹的函數式程式形式。接下來,我們將學習高階函數:接受其他函數作為參數的函數,或將其他函數作為返回值。
在 Python 中,通過裝飾器( decorators )優雅地支持高階函數。我們也會遇到函數式程式設計的重要概念,比如單子( monads )、currying(將一個函式繫結到其引數的子集 )、無狀態 ( statelessness )、副作用( side-effects )、記憶化( memoization )和引用透明( referential transparency ); 這些概念對於 Python 程式設計師來說可能最初看起來很奇怪,但我們將看到它們是如何得到該語言的優雅支持。事實上,許多 Python 程式設計師已經使用函數式程式設計的概念,卻沒有意識到這一點。
https://softnshare.com/functional-programming-in-python/