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ARK持倉追蹤 | 基金創史上最糟開年表現
uSMART盈立智投 01-06 15:35

【Ark旗下基金持倉變化小結,2022年01月04日】

ARK系列主動型ETF當日共操作41筆,其中買入31只股票,賣出10只股票。

週三,美聯儲“鷹派”會議紀要暗示會更快加息、更快縮表,美股慘遭當頭一棒,木頭姐的旗艦基金當日重挫7.09%,開年以來累計下跌11.21%。

2022年開年來,美股迎來開門紅,標普500指數創新高。但是,木頭姐的旗艦基金ARK Innovation ETF(ARKK)開年來累計下跌11.21%,以其基金史上最大的跌幅開啓了新年的工作。

週一賣出了39262股特斯拉股票,按當天收盤價計算價值約4500萬美元;週二又賣出了44132股,按當天收盤價計算價值約5070萬美元。特斯拉股價週一大漲13.5%,但週二下跌4.2%,收於1149.6美元。週三,該股又下跌了5.35%,收於1088.12美元。

【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。

 ARKX: ARKX是美股市場裏的第一支太空概念ETF。

ARKX基金中80%的資金將投資於探索地球表面以外的技術類、產品類、服務類的領先公司。

【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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