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ARK持倉追蹤 | 木頭姐”堅定看好特斯拉

【Ark旗下基金持倉變化小結,2022年04月12日】

儘管人們越來越擔心美國經濟衰退、美聯儲激進加息和縮表以及特斯拉上海工廠因疫情防控而停產,明星選股人“木頭姐”凱西·伍德(Cathie Wood)週二繼續看漲特斯拉(TSLA.US)。

她表示:“我們在疫情期間所說的創新解決問題將進入超速發展階段。隨着特斯拉擴大自動駕駛項目,它將在未來很多年裏實現真正的指數級增長。”

木頭姐旗下ARK Innovation ETF是2020年表現最佳的美國股票基金。她表示,隨着投資者轉向技術來解決經濟問題,她預計“真正的顛覆性創新”將重新受到青睞。

木頭姐對科技股持樂觀態度之際,兩年期美債收益率近幾周已高於10年期美債收益率——即出現曲線倒掛,這通常被視爲經濟衰退的前兆。

①ARKK:以顛覆性創新產業爲主要投資標的

②ARKQ:以自動科技自動機器人技術爲主要投資標的

③ARKF :以金融科技創新爲主要投資標的

④ARKW:以"下一代網絡"爲主要投資標的

⑤ARKG:以生物基因科技創新爲主要投資標的

ARKX: ARKX是美股市場裏的第一支太空概念ETF。

【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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