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ARK持倉追蹤 | “木頭姐”承認誤判通脹形勢
uSMART盈立智投 06-29 15:18

【Ark旗下基金持倉變化小結,2022年06月28日】

“木頭姐”凱茜•伍德(Cathy Wood)表示,她對通脹的看法是錯誤的。伍德表示:“我們在一件事上犯了錯,那就是通脹一直保持不變。”

這位頗受歡迎的基金經理解釋稱,她不相信供應鏈問題花了兩年多的時間才解決,而且俄羅斯入侵烏克蘭也沒有在預料之中。伍德補充稱:“因此,通脹是一個更大的問題,它可能爲我們帶來了通縮。”

“木頭姐”伍德對媒體稱,美國已經處於經濟下行週期,她坦言,此前低估了通脹的嚴重性和持久性。她說:“我們對通脹形勢判斷錯誤,物價持續居高不下,歷經兩年多時間,供應鏈仍然受阻,這令人難以置信,且此前我們也無法預估俄烏衝突的發生,因此通脹問題比預期還要嚴峻。”目前,美國CPI年率爲8.6%,是1981年以來40多年來的最高水平。

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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