“木頭姐”趁美股大跌狂掃“便宜貨”
方舟投資掌門人、有着“女股神”之稱的凱茜•伍德(Cathie Wood)以在其看好的股票下跌時“逢低買入”而聞名。在週一美股遭到大幅拋售之際，這位華爾街明星基金經理抄底了數十萬股Coinbase(COIN.US)和Robinhood(HOOD.US)股票。
方舟投資旗下基金週一共買入了404020股美國在線券商Robinhood的股票和96251股加密貨幣交易所第一股Coinbase的股票，這兩家公司的股價當日均大跌逾5%。按週一收盤價計算，這些股份分別價值1640萬美元和2280萬美元。
此外，伍德管理的方舟創新ETF還買入了43679股流媒體平臺Roku(ROKU.US)的股票，價值1380萬美元，以及54479股視頻會議軟件公司Zoom(ZM.US)的股票，價值1530萬美元;方舟下一代互聯網ETF買入了3543股房地產服務提供商Zillow(Z.US)的股票，價值31.1萬美元。
伍德以投資顛覆性創新科技公司而聞名。去年科技股大行其道，她管理的基金錄得了令人驚歎的表現，其旗艦基金方舟創新ETF增長近150%。
但今年以來，伴隨經濟重啓，投資者從科技類成長股轉向在疫情期間陷入困境的週期股和價值股(如能源股和金融股)。方舟創新ETF光環不再，今年以來回報率甚至爲負。一些懷疑者開始將方舟ETF作爲反向指標，或者乾脆做空伍德的基金。
不過，伍德仍堅持自己的立場，認爲美股長期看漲的理由很充分。她上週表示，數據已經顯示美國經濟三季度復甦放緩，預計成長型股票將受到提振。
實際上，“逢低買入”一直是伍德投資策略中的一個關鍵工具。 “當我看到如此負面的情緒時，尤其是在估值和較長期投資方面，我實際上感覺更放心一些。” 她在8月份的一次採訪中表示，並補充稱，“我喜歡壞消息。”
今年以來，伍德曾多次在Peloton(PTON.US)、Zoom等股票以及比特幣短期下跌時買入。此外，她本月還四度出售其最青睞的特斯拉(TSLA.US)股票，累計出售股數超過35萬股，總共套現約2.67億美元，儘管她預測該股有望達到3000美元。她曾表示，她喜歡圍繞特斯拉股票的波動性進行交易，時不時獲利了結，並在股價下跌時逢低買入。
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