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ARK持倉追蹤 | 木頭姐:市場即將觸底,科技股將率先反彈
uSMART盈立智投 06-16 15:08

【Ark旗下基金持倉變化小結,2022年06月15日】

隨着近期科技股反彈,自5月11日見底以來,ARKK上漲了約17%,超過了同期標普500指數4.4%的漲幅。

今年以來,由於通脹持續高企,美聯儲開始大幅收水,科技股集體下跌,然而木頭姐最新表示,科技股即將反彈。

在木頭姐看來,科技股反彈的其中一個原因是經濟增長強勁,“尤其是我們的收入增長非常強勁”。

近期的科技股有所反彈。自5月低點以來,Zoom上漲了29%,Roku上漲了11%,Block上漲了17%,Coinbase上漲了24%,並推動了近期ARKK走高。

此外,自5月11日見底以來,ARKK目前累計也上漲了約17%,超過了同期標普500指數4.4%的漲幅。

重倉科技成長股可以說是木頭姐一貫的投資風格,儘管今年以來科技股表現不佳,但是木頭姐仍然堅信科技股最終可以釋放巨大的價值。

作爲一個堅定的“科技股死多頭”,木頭姐此前曾表示,她的資金將會在未來五年內翻兩番。

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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