木頭姐：未來幾年鋰將供應過剩
ARK Invest首席執行官、“木頭姐”凱西•伍德(Cathie Wood)表示，近年來爲增加鋰產量而採取的行動緩解了供應問題。但她現在認爲，鋰在未來幾年將會出現供應過剩的情況，這反過來會壓低價格，並大幅降低特斯拉(TSLA.US)等電動汽車品牌的成本。
伍德在推特上寫道:“過去兩年鋰價格上漲了10倍，這是對更多生產和供應的響亮呼籲。現在中國的寧德時代(300750.SZ)、韓國的三星和LG，以及主要的汽車製造商都致力於電動汽車革命，鋰在未來幾年很有可能會出現供應過剩。”
ARK 指出，鋰的價格在2017年基本翻了一番，達到每噸1.5萬美元，供應也做出了反應。目前鋰的交易價格約爲每噸7萬美元。
此外，ARK研究總監Sam Korus表示:“未來10年，全球汽車製造商已爲電池投資預留了約6000億美元。”ARK強調，新礦投產大約需要300億美元的資本支出，以滿足需求預期。
對伍德來說，鋰電池和電動汽車一直是她最關心的問題，因爲其主動管理型ETF持有大量特斯拉股份。目前，伍德的旗艦基金ARK創新ETF (ARKK)的頭號重倉股爲特斯拉，權重爲10.80%。
特斯拉也是伍德旗下ARK Autonomous Technology & Robotics ETF (ARKQ) 的頭號重倉股，權重爲14.70%。此外，特斯拉是ARK Next Generation Internet ETF(ARKW)的第三大重倉股，權重爲 7.16%。
除了上述ARK旗下的基金外，其他可能會受到ARK 研究報告影響的基金包括：鋰電池ETF-Global X(LIT)、Amplify Lithium & Battery Technology ETF (BATT) 和 S&P Global Core Battery Metals ETF (ION)。
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