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ARK持倉追蹤 | 賣出特斯拉,加倉推特
uSMART盈立智投 10-25 15:27

【Ark旗下基金持倉變化小結,2021年10月22日】

①ARK系列主動型ETF當日共操作21筆,其中買入16只股票,賣出5只股票。

②ARKK和ARKQ本月多次賣出特斯拉,據報道,伍德曾在上個月的一次會議上表示,她願意出售其旗艦基金ARKK持有的特斯拉股份。

③ARKW加倉推特,推特週三宣佈決定以10.5億美元現金將其MoPub移動廣告網絡出售給移動遊戲開發商AppLovin(APP.US)。此前,推特在2013年斥3.5億美元收購MoPub。

④ARKW加倉SNAP,公佈財報顯示,第三季度營收同比增57%至10.7億美元,低於市場預期,第三季度淨虧損7200萬美元;同時,預計第四季度營收將在11.7億-12.1億美元,高於上年同期的9.11億美元,但低於分析師預期的13.6億美元。

⑤ARKX賣出波音,美聯航表示,其配備普惠發動機的波音777-200型飛機預計最早將於2022年第一季度恢復服務。

【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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