ARK持倉追蹤 | 加倉小牛電動和京東
以下數據爲Cathie Wood個人/所在機構的過往操作,其交易背後之投資邏輯並不明確,不代表投資建議,注意風險。
【Ark旗下基金持倉變化小結,2021年09月02日】
①ARK系列主動型ETF當日共操作33筆,其中買入67只股票,賣出17只股票。
②ARKF加倉拼多多,據財報披露,截至6月末拼多多的年度活躍用戶數達到8.499億,就數量看依然是中國最大用戶規模的電商平臺。其中單季新增2610萬,平均月活躍用戶數達到7.385億,佔年活躍用戶數的87%。
③ARKQ加倉小牛電動,公司Q2季度營收爲9.45億元,同比增長 46.5%;淨利潤爲9180 萬元,同比增長61.6%。
④ARKF加倉京東,《彭博通訊社》引述消息指,京東計劃以每股4.35元收購中國物流資產的控股股權。
⑤ARKX賣出谷歌,據彭博社報道,知情人士透露,美國反壟斷官員正準備就數字廣告業務對谷歌發起第二起壟斷訴訟,進一步證實政府對谷歌濫用其主導地位的指控。這位不願透露姓名的人士說,美國司法部已經加快了對谷歌數字廣告業務的調查,最快可能在今年年底提起訴訟。目前還沒有做出最終決定,時間可能會推遲。

【ARK系列ETF介紹】
①ARKK:以顛覆性創新產業爲主要投資標的
ARKK專門投資革命性創新的公司,在5個美股ETF中,ARKK投資的公司類型最多元化,包括基因科技、全自動化、物聯網及金融科技相關的公司,可以說是其餘4個ETF的合體。
②ARKQ:以自動科技自動機器人技術爲主要投資標的
ARKQ投資的公司專注於機器人自動化相關的公司,當中投資自動駕駛的公司佔比最多,其次爲自動化機器人、3D打印、儲能技術、太空探索等的相關公司。
③ARKF :以金融科技創新爲主要投資標的
ARKF主力投資金融科技相關公司,其中包括交易平臺、區塊鏈、衆籌平臺等等相關公司。
④ ARKW:以"下一代網絡"爲主要投資標的
ARKW專門投資"下一代網絡"的公司,當中佔比最多的公司爲雲計算、其次爲網絡安全、電子商務、大數據、人工智能等相關公司。
⑤ ARKG:以生物基因科技創新爲主要投資標的
ARKG這隻ETF主要專注於基因革命領域,包括基因編輯技術CRISPR、基因診斷治療、靶向治療、生物信息。
【uSMART目前支持部分美股10倍槓桿日內交易】
以上數據爲Cathie Wood個人/所在機構的過往操作,其交易背後之投資邏輯並不明確,不代表投資建議,注意風險
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