2021年是全球股市又一个剧烈波动的一年，就像2020年一样。因此，如果这种趋势持续下去，我们所有人都应该为2022年的更多事情做好准备。中国主题股票仍然相对疲软，但我预计它们将在2022年与美国股市一起表现更好。我想提供一些有用的技术图表，但迄今为止（至少对我而言）最好的图表是心理学、说服力和视角的图表合而为一：
2022 年新年快乐！
$阿里巴巴(BABA.US)$  $富途控股(FUTU.US)$  $富途控股(FUTU.US)$  $向上融科(TIGR.US)$  $苹果(AAPL.US)$  $蔚来(NIO.US)$  $高通(QCOM.US)$  $联电(UMC.US)$  $Sea(SE.US)$  $Lucid Group(LCID.US)$  $Sono Group(SEV.US)$  $Rivian Automotive(RIVN.US)$  $摩根大通(JPM.US)$  $应用材料(AMAT.US)$  $英伟达(NVDA.US)$  $Axon Enterprise(AXON.US)$  $Unity Software(U.US)$  $Grab Holdings(GRAB.US)$  $WeWork(WE.US)$  $Phunware(PHUN.US)$  $Digital World Acquisition Corp(DWAC.US)$  $涂鸦智能(TUYA.US)$  $Hippo Holdings(HIPO.US)$  $GOLDMAN SACHS FUTURE TECH LEADERS EQUITY ETF(GTEK.US)$  $爱彼迎(ABNB.US)$  $DocuSign(DOCU.US)$  $MongoDB(MDB.US)$  $辉瑞(PFE.US)$  $泛林集团(LRCX.US)$  $腾讯控股(ADR)(TCEHY.US)$  $哔哩哔哩(BILI.US)$  $Snowflake(SNOW.US)$  $美光科技(MU.US)$  $百度(BIDU.US)$  $Stellantis NV(STLA.US)$  $通用汽车(GM.US)$  $福特汽车(F.US)$  $Robinhood(HOOD.US)$  $美国超微公司(AMD.US)$  $白银ETF-iShares(SLV.US)$  $阿斯麦(ASML.US)$  $Twitter(已退市)(TWTR.US)$  $温蒂汉堡(WEN.US)$  $美国银行(BAC.US)$  $诺瓦瓦克斯医药(NVAX.US)$  $维珍银河(SPCE.US)$  $黑莓(BB.US)$  $IBM Corp(IBM.US)$  $GE航天航空(GE.US)$ $诺基亚(NOK.US)$  $UiPath(PATH.US)$  $Roblox(RBLX.US)$  $小鹏汽车(XPEV.US)$  $滴滴(已退市)(DIDI.US)$  $克瑞拓斯安全防卫(KTOS.US)$  $Activision Blizzard(ATVI.US)$  $ContextLogic(WISH.US)$  $SoFi Technologies(SOFI.US)$  $Etsy Inc(ETSY.US)$  $Snap Inc(SNAP.US)$  $Block(SQ.US)$  $Shopify(SHOP.US)$  $Cloudflare(NET.US)$  $Palantir(PLTR.US)$  $台积电(TSM.US)$  $拼多多(PDD.US)$  $京东(JD.US)$  $Coinbase(COIN.US)$  $AMC院线(AMC.US)$  $迪士尼(DIS.US)$  $波音(BA.US)$  $奈飞(NFLX.US)$  $Roku Inc(ROKU.US)$  $优步(UBER.US)$  $谷歌-A(GOOGL.US)$  $Meta Platforms(FB.US)$ 
所以，你告诉我正确的方法是什么？！

高盛显然已经决定接手 方舟投资 在市场上 以创新为重点的交易所交易基金.
$GOLDMAN SACHS FUTURE TECH LEADERS EQUITY ETF(GTEK.US)$ 是一家积极管理的基金，将投资市值低于市值的上市科技公司 1000 亿美元，涵盖发达市场和新兴市场。
两者之间有两个区别 $ARK Innovation ETF(ARKK.US)$ 和 $GOLDMAN SACHS FUTURE TECH LEADERS EQUITY ETF(GTEK.US)$ . 
首先，新的高盛基金的目标是 小盘股和中盘股。 这将排除方舟基金中的一些名字，该基金将近10％的资产存入 $特斯拉(TSLA.US)$ .
另一件事是，高盛基金还打算大举撒网， 美国以外公司的近一半持股，新兴市场的25％至35％.
高盛资产管理公司基础股票业务联席主管凯蒂·科赫在一份声明中表示。 “我们相信，10年后占主导地位的科技特许经营权将与我们今天所知道的平台有很大不同。
在美国交易所交易基金排行榜上升之后，方舟投资管理开始下滑。
还有大约 424 亿美元 在交易所买卖基金中，凯西·伍德的公司现在被列为 第 11 名 彭博情报的数据显示，按资产计算最大的发行人。本周二从十大ETF名单中退出。
$ARK Innovation ETF(ARKK.US)$ 已经倒下了 超过 5% 今年 —— 在几乎飙升之后 150% 在 2020 年。
“英雄来来去去，但传奇是永恒的”
来源：
随着高盛推出科技ETF，凯西·伍德的方舟迎来了挑战者
随着 “Shiny Object” 的诱惑逐渐消失，方舟跌出十大ETF发行人

$高盛(GS.US)$ $GOLDMAN SACHS FUTURE TECH LEADERS EQUITY ETF(GTEK.US)$ 新的ETF值得投资吗？

Asian stocks set for steady start; Treasuries slip
Asian stocks looked set for a steady open Friday as traders weighed risks from China to the global recovery. Treasury yields rose and the dollar stayed higher following surprise strength in U.S. retail sales.
Futures edged up in Japan and Hong Kong but dipped in Australia, while S&P 500 and Nasdaq 100 contracts slipped. U.S. stocks closed mostly lower after swinging between gains and losses ahead of Friday's quarterly expiration of options and futures, which can trigger volatility.
U.S. Steel to build $3 billion mill with record rally enduring
US Steel Corp will spend about $3 billion to build a new mill, the latest sign that steelmakers are growing more comfortable that higher prices will last. U.S. Steel's comes as domestic futures prices have more than tripled in the past year.
While this has produced a windfall for domestic suppliers, its driving up the cost of everything from automobiles to wind turbines to kitchen appliances as the world recovers from the pandemic.
Retail sales post surprise gain as consumers show strength despite delta fears
Retail sales posted a surprise gain in August despite fears that escalating Covid cases and supply chain issues would hold back consumers, the Census Bureau reported Thursday.
Retail sales rose 0.7% in August versus expectations for a 0.8% decline. Excluding autos, sales increased 1.8% versus the Dow Jones estimate for a 0.1% gain. Weekly jobless claims increased to 332,000 versus the estimate for 320,000.
Rising shipping costs are companies' latest inflation riddle
Transportation costs—typically a fraction of a finished product's price—are emerging as another supply-chain hurdle, overwhelming some companies already paying more for raw materials and labor.
"I think the inflationary pressures are being juiced by the surge in transportation costs," said Mark Zandi, chief economist at Moody's Analytics. Using rough estimates, he said that consumer prices have risen 5.3% in the past year and that transportation costs contributed about 10% of that rise.
Elon Musk's SpaceX launches first all-civilian flight to orbit
Musk's SpaceX on Wednesday evening launched four civilians toward the deepest orbit Americans have traveled to in more than a decade, in another milestone flight for private space travel. The capsule is slated to return to Earth after about three days, splashing down off the coast of Florida.
The space flight Wednesday marks new terrain for a commercial space industry that has attracted entrepreneurs and investors who are betting on an expanding set of business opportunities beyond Earth.
The iPhone 13 is already showing strong early sales in China, local media reports say
More Chinese consumers are rushing to order $苹果(AAPL.US)$’s latest iPhone now than last year, according to a South China Morning Post report published Thursday. More than 2 million pre-orders have been placed for the iPhone 13 through Apple’s official store on $京东(JD.US)$, the paper reported. That's compared with last year's 1.5 million pre-orders of the iPhone 12 on the same site, it added.
Goldman follows Cathie Wood's Ark with new tech-focused active ETF
Wall Street bank Goldman Sachs has launched an actively managed equity fund that will bet on emerging technology companies, following a trail blazed by the blockbuster success of Cathie Wood's Ark Invest.
Goldman Sachs Asset Management said on Thursday its $GOLDMAN SACHS FUTURE TECH LEADERS EQUITY ETF(GTEK.US)$ will own 60 to 80 listed global tech names that have a market capitalisation of less than $100bn. The ETF will focus on emerging chipmakers, software, financial technology and cyber security groups.
Big Tech's buyback bonanza demands closer attention
$微软(MSFT.US)$ earmarked $60bn this week to buy back its own stock. The software company's recent repurchases already put it on pace to exhaust the money in little more than two years.
Yet tech's buyback bonanza demands closer attention at a time when big new tech markets have been opening up. Much of corporate America is under fire for diverting its spare cash into share repurchases, rather than increasing investment and risk-taking. For all but the richest tech companies, the same concerns are hard to ignore.
Source: Bloomberg, WSJ,CNBC, Financial Times