You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
木頭姐大談通縮風險
uSMART盈立智投 10-20 22:23

在市場清一色擔憂通脹的時刻,方舟投資管理公司創始人兼首席執行官凱西·伍德(Cathie Wood)大談通縮風險。作爲科技股新任掌門人,木頭姐的通縮言論是“護盤心切”還是清醒的少數派?

凱西·伍德週二重申了她的觀點,即最大的市場威脅是通縮而非通脹,而電動汽車和金融科技公司等創新公司是最好的通縮對衝工具。

伍德表示,部分原因是新冠肺炎危機,市場參與者開始關注在消費者家庭層面而不是在組織層面積累的庫存。人們一旦對家庭庫存積累有了更好的理解,就可能會從對通脹的擔憂轉向通縮和經濟增長乏力。

此外,伍德預測未來5年的名義GDP增長極有可能大大低於預期,但成長型股票和創新驅動型股票卻可能因此受益。這與此前伍德披露的立場相呼應,即“未來5年,能源和金融服務業將被創新顛覆得最嚴重。”

伍德表示,這爲自動駕駛電動汽車和數字錢包/加密貨幣創造了機會,這是方舟基金關注的兩個領域。

然而,根據季度報告中的數據,方舟投資管理公司旗下所有6只主動管理型ETF在第三季度的表現均遜於大盤指數。

從今年迄今的表現來看,這些ETF的表現也有所不同,截至2021年前9個月,ARK Fintech Innovation ETF(ARKF.US)漲7.34%,ARK Industrial Innovation ETF(ARKQ.US)漲6.37%,ARK Next Generation Internet ETF(ARKW.US)漲3.48%,ARK Space Exploration & Innovation ETF(ARKX.US)跌1.55%,ARK Innovation ETF(ARKK.US)跌5.98%,ARK Genomic Revolution ETF(ARKG.US)跌20.87%。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account