ARK持倉追蹤 | “木頭姐”承認暫時失敗
【Ark旗下基金持倉變化小結,2022年03月07日】

2020年新冠疫情爆發,油價一度跌至負值,在那之後幾個月,方舟投資公司創始人凱茜-伍德作出了一個大膽的預測,認爲油價的另一次崩盤即將到來,將跌至每桶12美元。她週一發推承認暫時失敗,但仍堅持油價最終將跌至十幾美元的觀點。
伍德將油價飆升的原因歸咎於拜登政府的“能源不安全政策”、ESG投資的增長(這通常會限制對石油公司的投資),以及俄烏衝突爆發。
但她認爲,價格上漲“將加速需求的破壞”,因爲從長遠來看,價格上漲對普通消費者來說越來越難以維持。只要油價保持高位,電動汽車的吸引力對消費者來說就會增加。伍德寫道:“創新會解決問題!”
在較早時的一次採訪中,伍德也表示,世界目前正面臨“各種各樣的問題”,而創新將是這些問題的答案。
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。
⑥ 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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