Tesla has been reduced in a lot, and Chinese car companies are in the top!"Women's Version Buffett" crazy buy Xiaopeng Automobile

China Times (chinatimes.net.cn) reporter Chen Feng reporter Qiu Li Beijing report

In the early morning of July 12, Beijing time, US stocks closed down across the board. The Nasda Index fell 2.26%at 11372.6 points, a cumulative decline of 27.31%during the year, becoming one of the worst assets in the world. Technology stocks fell collectively, Amazon fell 3.28%, Google fell 3.08%, Tesla fell 6.55%, and the market value evaporated 48 billion US dollars overnight (totaling RMB 320 billion). In addition, the US dollar index has soared, breaking through 108 new highs, the euro fell more than 1%against the US dollar and approached the parity.

The global market is anxious to wait for the June Consumer Price Index (CPI) released on Wednesday evening. The market is expected to be more than a 40 -year high of 40 years to 8.8%from the 40 -year high in May.

On the evening of July 11, the Wall Street Star Fund Manager Catyani Wood, who was known as the "Women's Buffett", announced the position information of Ark Investment Management LL. As of the end of the second quarter, the company's market value reached 16.9 billion In the second quarter, the company built a warehouse to build 4 companies or funds such as multi -general vehicles and SPDR S & P 500ETF Trust. At the same time, 96 stocks including chip giants, new forces of China, Xiaopeng Automobile, and Li Ka -shing concept stock ZOOM were increased.

"Women's Stock God" fold the US stock, ARKK Fund plummeted

It is worth noting that Tesla has been reduced by the "female stock god" and sold Tesla 7 times in the past 60, totaling $ 245 million.

Earlier, Cathywood's Ark Fund issued a report in April, and it is expected that Tesla's stock price will reach $ 4,600 by 2026. This means that it will rise by 6.54 times compared to the current $ 703 stock price.

As of July 12, the top three heavy stocks of the Ark Fund were Tesla, ZOOM and Roku, of which Tesla's market value was about 965 million US dollars, accounting for 5.77%.

Specifically, there are currently 8 ETF products, 6 active ETFs and 2 passive ETFs under the Ark Fund. The performance has been unsatisfactory since this year. Wind data shows that the largest active fund ARKK fell nearly 54%during the year, ARKW fell nearly 56%, ARKF fell more than 60%, and ARKG, ARKQ and ARKX have so far fell by more than 30%.

At the same time, investors of the Ark Fund have also suffered heavy losses. The flagship Fund's Ark Innovation ETF (ARKK) fell 6.9%on Monday to close at $ 43.6. Last year's historical highs have fallen by 73%, which means that the yield in the past three years is zero. After the beginning of 2019, all the members of the investment fund have lost money.

Tan Yaling, dean of the China Investment Research Institute, told a reporter from Huaxia Times that the current market for the US economic recession is very loud, but the future is not this year. Essence In particular, the Federal Reserve ’s interest rate hike responding to inflation and interest rate hikes to suppress economic growth is quite contradictory. In this regard, the market also requires a multi -angle and truthful testimony. When the essence of things is important, it will be an important period of economic peeling. very important.

Tan Yaling believes that there is no major in the US economy at present and year. The Federal Reserve ’s interest rate hike solving the balanced coordination of currency instruments is very urgent. The exchange rate cooperation interest rate and interest rate support will face a dual -cycle joint force adjustment period. The ideal goal of monetary policy, but global will be risk factor and crisis fuse, and the market must be carefully evaluated and rational peeling the facts.

Tesla's stock price is cut, and the coins are huge losses

Is it a bad luck, or is it Lian and the old age? The 66 -year -old Cathywood "fell down the altar" and suffered an epic -level Waterloo. The reputation was once represented by the Subslated Tesla and Bitcoin. The 2020 was the year of the new crisis. The capital she managed increased from 3 billion US dollars to $ 60 billion, an increase of 19 times. The average funding rate of the fund is as high as 170%, and it has reached the top of more than 2,400 funds in the United States.

Cheng Ye Tesla, defeated Tesla. Bespoke Investment Group Analysts said in a report that, given that Tesla is currently the largest shareholding of ARKK, accounting for 10.55%. Compared with other holdings of the ETF, Tesla has led to further decline in ARKK. expand.

The US economy is declining, and Musk, the world's richest man, can't carry it. Tesla fell down the "altar" of electric vehicles for the oversupplin, huge losses, large layoffs, and stock prices. As of July 12, Tesla's stock price reported at $ 703, and the stock price fell 43%from a historical high of $ 1,243 from November last year, which was close to a time. Tesla has plummeted by 34%since this year, while the S & P 500 index has fallen only 19%at the same time.

The global delivery volume is far lower than market expectations. Due to the shutdown of the production side, Tesla's shipments in the second quarter were less than expected. Judging from Tesla's production delivery data, more than 254,000 vehicles were delivered worldwide in the second quarter of 2022, a decrease of 17.84%from the previous quarter of the first quarter of 2022. In addition, from the delivery data in the first half of the year, Tesla delivered 564,000 units, which was surpassed by my country's new energy vehicle manufacturer BYD. Tesla's "fried coins" exploded, a huge loss of 3 billion yuan in the second quarter. According to the financial report, Tesla holds more than $ 1.2 billion in Bitcoin in the first quarter, and the digital currency fell 58%in the second quarter, so Tesla is likely to face a huge amount of Bitcoin of 440 million US dollars (about RMB 3 billion) For impairment loss, this loss is equivalent to 9%of Tesla's profit last year. In fact, Tesla has only two years of profit for nearly two decades. In 2021, Tesla's total revenue achieved a total revenue of 53.823 billion US dollars (about RMB 34.193 billion), an increase of 71%year -on -year; net profit was 5.519 billion US dollars (about RMB 34.88 billion), a significant increase of 665%year -on -year.

In addition, Tesla was shocking news: CEO Musk said in the internal email of the company that the company needs to lay off 10%. That is, nearly 10,000 people and suspend global recruitment. However, Musk later corrected that Tesla's layoff plan will only affect the number of overall employees 3.5%, and the actual number of layoffs is not super huge.

In contrast, the Chinese market has gradually become the main market for the development of electric vehicles in recent years. The new forces of Chinese car manufacturing have made rapid progress. In the first half of this year, the sales volume of trillions of "Di Wang" reached a new high, becoming the world's first global sales volume. Data show that in the first half of this year, BYD sold a total of 641,400 units, an increase of 314.9%year -on -year; Tesla's global delivery of 564,000 units, nearly 80,000 less than BYD, and BYD's stock price increased by 15.25%this year.

Yang Delong, chief economist of Qianhai Open Source Fund, analyzed the reporter of the Huaxia Times that new energy replacing traditional energy is the general trend, and new energy prosperity has always been relatively high, including new energy vehicles, photovoltaic, wind power, etc. Zhongxin Energy is undoubtedly an important concern. Compared with the sharp decline in U.S. stocks in the first half of this year, A shares have gone out of independence. It is expected that the Fed will maintain a relatively tight monetary policy in the second half of the year. Adhere to value investment, change space with time, and seize the opportunity to seize the core assets of the A -share market by allocating high -quality stocks or high -quality funds. In the long run, it is conducive to achieving wealth appreciation.

The world's largest hedge fund bridge water holding report shows that Tesla directly cleared the position in the first quarter, and increased its Chinese stocks such as Weilai and ideal cars. Among them, Weilai increased its holdings by 73%, and the ideal increase of the ideal increase was as high as 115%. As of July 12, the latest stock price of the ideal was 37 US dollars, and the increase in the second quarter was as high as 48%.

Editor: Editor Yan Hui: Xia Shencha

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