ARK持倉追蹤 | “木頭姐”:加密貨幣監管不確定性促使ARK減持Coinbase
【Ark旗下基金持倉變化小結,2022年08月08日】

“木頭姐”凱西·伍德週一表示,由於加密貨幣監管存在“不確定性”,旗下ARK Investment Management在上月出售了其持有的部分Coinbase(COIN.US)股份。
伍德表示,目前尚不清楚如果Coinbase不向監管機構進行註冊的話,將會有多少代幣被退市,也不清楚如果進行了註冊,該交易所的商業模式會發生怎樣的變化。
值得一提的是,自ARK減持以來,Coinbase股價已經上漲了80%以上。ARK仍持有710萬股Coinbase股票,是該公司最大股東之一。
由於美聯儲今年以來的加息舉措打擊了成長型股票,ARK旗下的基金錶現不佳。和去年末相比,ARK的總資產價值已經縮水近一半,其旗艦產品Ark Innovation ETF(ARKK)在2022年暴跌超50%。
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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