木頭姐斷言通脹將消退,因爲企業的庫存巨大
木頭姐(Cathie Wood)表示,美國公司現在的庫存龐大,這表明通脹將會下降。
這位Ark Investment Management的負責人週三在接受彭博電視臺採訪時表示:“在我的職業生涯中,從未見過像這樣的庫存激增,而且我已經工作了很長時間。”“這個庫存問題突顯了我們一直認定通貨膨脹終將退散的週期性原因。”
去年在消費者需求飆升和供應鏈瓶頸的情況下,主要零售商紛紛積累庫存,如今則想方設法應對膨脹的庫存。週二,Target Corp.在三週內第二次下調盈利前景,就是因爲庫存激增。
通貨膨脹和美聯儲開始加息使Ark以創新爲主題的基金承壓。旗艦基金Ark Innovation ETF(股票代碼ARKK) 今年下跌了50%。Wood說,雖然投資者一直擔心通脹,但“迄今爲止,更大的風險是通貨緊縮”。
Ark Investment Management創始人兼首席執行官 Cathie Wood 表示,美國經濟面臨的更大風險是通貨緊縮。
這項採訪是在UP.Summit進行,這項會議的主題是移動出行的未來,由沃爾瑪的繼承人和Up.Partners主辦。Up.Partners是一家風險投資公司,也投資Wood個人支持的移動新創公司。
Ark最著名的押注之一是特斯拉公司。Ark至少連續四個季度減持特斯拉,但在該公司股價下跌近50%後,再度買入這家電動汽車製造商。
Wood還暗示,她正在計劃設立一個新的“跨界基金”,但表示由於法規的原因她不能透露更多信息。
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