ARK持倉追蹤 | 木頭姐:通脹已緩解,激進加息無必要
【Ark旗下基金持倉變化小結,2022年06月24日】

伍德說,激進的加息是沒有必要的,因爲通貨膨脹已經在緩解。她指出,有兩個指標可以顯示,即使沒有美聯儲的幹預,房價也會下跌。
伍德指出,首先黃金和木材的價格停滯不前,這兩種價格通常被視爲通脹的主要指標。
伍德說:“在從疫情前的1350美元/盎司飆升到2020年的近2000美元的峯值後,黃金價格在過去兩年回落到1840美元每盎司。木材價格下跌了50%以上。”
其次,隨着美國人越來越多地轉向電動汽車,燃料價格可能已經達到頂峯。油價飆升是今年通脹的主要推動因素之一,布倫特原油價格上漲48.3%,至每桶115美元以上。
她表示:“儘管歐佩克和一場戰爭將油價推至我沒有預料到的水平,但相當於徵收高額累退稅的措施(累退稅是指隨納稅人收入和財富的增加,而實際稅率逐步遞減的稅制),加速了消費者偏好向電動汽車的轉移。我仍然認爲,向電動汽車的轉變將削弱油價。”
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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