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ARK持倉追蹤 | 特斯拉可能在未來5年佔領逾20%的汽車市場份額
uSMART盈立智投 06-20 15:13

【Ark旗下基金持倉變化小結,2022年06月17日】

伍德表示,“如果特斯拉在美國率先實現自動駕駛,我們將可以相信,特斯拉不僅將佔據電動汽車市場的最大份額,也將在未來五年內佔據整個汽車市場20%-25%的份額。

由於對以特斯拉爲代表的科技創新型企業的投資,伍德旗下的旗艦基金方舟創新ETF(ARKK)曾是2020年漲幅最大的基金之一,全年實現了驚人的153%的回報率,這也令“木頭姐”的名號在金融圈內鵲起。不過,方舟創新ETF在年內的表現卻並不出彩,迄今依然未能翻紅。

伍德指出,對特斯拉市場份額的詳細預測將在1月份的ARK大創意報告(Big Ideas)中公佈。

伍德預計,目前股價處於1089美元附近的特斯拉,將在2025年大幅飆升至3000美元。她預估特斯拉的自動駕駛項目成功的可能性約爲50%,而這是令特斯拉股價升至她所預測的3000美元目標位的最重要變量。

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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