ARK持倉追蹤 | 旗艦ETF最差月度表現
【Ark旗下基金持倉變化小結,2022年05月04日】

ARKK4月以來已下跌超28.9%,超越1月份曾創下的最大月度跌幅。數據顯示,該ETF已較2021年創下的歷史高點下跌近70%,此前Zoom Video(ZM.US)和Teladoc Health(TDOC.US)等主要持倉股在新冠疫情時期曾創歷史新高,但自2021年以來股價“跌跌不休”。
在新冠疫情最嚴重的時期,由於新冠疫情帶來的“宅經濟”紅利極大提振了其持倉的多數科技股股價,旗下ETF價格不斷飆升。隨着全球多數經濟體恢復常態化發展,以及美聯儲大幅收緊貨幣政策的預期,持倉股幾乎全部集中在科技股的ARK Innovation價格不斷下挫。
此外,該基金相對於標普500指數的突出表現幾乎消失殆盡。雖然ARK Innovation ETF過去五年來的回報率約爲109%,而標普500指數回報率爲97%,但這與去年年底前的近四倍回報率相比相差甚遠。
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
⑥ARKX: 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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