ARK持倉追蹤 | “木頭姐”:經濟中已出現很多通縮
【Ark旗下基金持倉變化小結,2022年07月05日】

凱西·伍德(Cathie Wood)近日表示,美聯儲如此激進地加息表明其已經“驚慌失措”,並認爲政策制定者更關心自己的歷史聲譽而不是經濟。
伍德表示,通脹數據中的指標表明“美聯儲正在犯一個很大的錯誤”,而且“經濟中已經出現了很多通縮”。在上週,伍德就曾表示,美國經濟已經陷入衰退。
而對於當前的加密貨幣市場,伍德表示,在2022年上半年該資產類別出現大幅下跌後,她對加密貨幣市場“感覺好多了”。她表示,她的立場在近期內是“中性至積極”的,她的情緒因爲“過去幾天缺乏另一個壓力信號”而得到提振。不過,伍德也補充稱,“我們正在等待更多的投降信號”。
伍德認爲,加密生態系統的“透明度”暴露了許多對衝基金經理更廣泛的越權行爲,他們在前幾年時間裏以低利率借貸來提高回報。她表示:“加密貨幣市場已經提醒我們,這種對收益率的追求太過了,而且有太多的槓桿。”
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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