大奇蹟之夜:木頭姐漲出了個人記錄,蘋果漲出了美股記錄
昨夜,木頭姐的旗艦基金ARKK大漲超過14%,創下其推出以來的最大日漲幅。而另一邊,蘋果市值一夜飆升1909億美元,創下美國上市公司有史以來單日最大市值增幅。
作者 | 韓旭陽 來源 | 華爾街見聞
弱於預期的通脹數據大幅提振了市場情緒,風險資產和科技股終於迎來強勢反彈。
週四,木頭姐凱西·伍德的旗艦基金ARKK驚人大漲超過14%,創下該基金推出以來最大日漲幅。
與此同時,兩倍正向追蹤ARKK表現的TARK基金也大幅上漲23%,創下其今年推出以來的最大日漲幅;而反向做空ARKK的SARK基金則暴跌近13%,創下歷史最大日跌幅。
此前數據顯示,美國10月CPI同比上漲7.7%,低於市場預期,並較前值的8.2%大幅回落。這使得市場增加了對美聯儲將放緩加息步伐的押注,對12月會議的加息預期顯著傾向於50個基點,推動高風險資產強勁反彈。
據媒體報道,Strategas Securities的ETF策略師 Todd Sohn 表示:
這是一個超級反轉日。
如果通脹略微回落,我們就會看到市場情緒有所緩解。
他補充稱,很多做空ARKK的投資者可能也會被迫回補頭寸。
週四,木頭姐的其他基金——包括ARK Fintech Innovation ETF (ARKF)和ARK Genomic Revolution ETF (ARKG),均上漲超過8%。此前由於美聯儲不斷收緊貨幣政策,風險資產暴跌,ARKK和ARKF今年以來下跌了超過60%,ARKG下跌了約46%。
而另一邊,大型科技股更是備受鼓舞。週四美股盤中,蘋果股價大漲8.9%,市值飆升1909億美元,創下美國上市公司有史以來單日最大市值增幅。
數據顯示,這一增幅超過了亞馬遜在今年2月創下的1908億美元的單日市值增幅紀錄。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.