“木頭姐”變“韭菜姐”?
在美國網紅券商Robinhood(HOOD.US)公佈財報的前幾天裏,“木頭姐”凱西·伍德(Cathie Wood)旗下基金加倉了該公司。
伍德旗下的其中一支基金買入了超過83.6萬股的Robinhood股票,價值至少3240萬美元。而該倉位在Robinhood公佈財報後備受打擊,因三季度營收低於市場預期,Robinhood在週三的交易中大跌超10%,收盤價格已經低於其IPO發行價的38美元。
伍德的旗艦基金ARKK今年以來下跌了4.7%,而標普500指數的回報率超過20%。隨着Robinhood股價從8月份高點下跌58%,伍德的倉位也承受了不小的損失,她旗下的基金是Robinhood的五大持有者之一。

華爾街對Robinhood財報失利的拋售態度,與散戶投資者逢低買入的心態形成了鮮明的對比。在散戶交易員聊天室Stocktwits上,Robinhood成爲了熱門股票,散戶正在討論買入該股票,在富達(Fidelity)的投資平臺上,該股與特斯拉(TSLA.US)一起成爲了最受歡迎的購買標的。
值得注意的是,自Robinhood在7月登陸美股市場以來,伍德便開始一直穩步加倉。數據顯示,截至週二收盤,伍德旗下基金持有約974萬股的Robinhood股份,價值約3.85億美元。
在3個月前,Robinhood曾警告稱其三季度財報將是“醜陋”的,而該公司目前給出的四季度預期一樣不容樂觀。公司預計第四季度不超過3.25億美元,而預期爲5億美元;預計全年收入低於18億美元,低於預期的20.3億美元;預計第四季度新增資金賬戶約66萬個。
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