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ARK基金跌超15%後“木頭姐”發聲
uSMART盈立智投 11-26 22:09

雖然“木頭姐”凱西·伍德旗下旗艦基金ARK Innovation ETF(ARKK.US)今年已下跌約15%,同時主要市場指數都上漲超過20%,但她聲稱,“真的很擔心”投資者離開她的基金後,會出現“下行勢頭”,他們會錯過該基金下一輪的上漲。

凱西·伍德將此次ARKK股票的回調稱爲“她的策略中最有利的買入時期之一”。

伍德在本週的一次網絡研討會上表示:“我們對客戶的擔憂如此之大,以至於當我認爲他們在低點賣出,或者相反地在高點買入時,我真的很難過。在去年年底和1月和2月的高點時,我曾說,‘我們將出現一次修正,要做好一些準備,做好一些準備。’”

對於中概股近期的下跌,伍德表示,“我們並不認爲中國是不可投資的。我們只是在等待估值塵埃落定,確保增長激勵機制重新出現,”她稱中國是一個“非常有創新精神的國家”。

她還重申了自己對特斯拉的看好,後者的CEO馬斯克在過去兩週內拋售了價值數十億美元的股票。

伍德評論道:“我們需要改變交通和環境方面的方式,馬斯克爲此奉獻了一生。”

有趣的是,伍德還指出一些基金在“漂綠”,聲稱自己是ESG基金,其實不是。她說,“我們的投資組合並沒有使用ESG的策略,但當我們被問到問題時,我們會告訴你,我們的投資組合本質上就是ESG。”

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