“女股神”：去年回报率高达150%，坚定看好特斯拉

英为财情Invest...2021-02-24

有着“牛市女皇”、“女版巴菲特”等美誉的凯茜·伍德（Cathie Wood）可谓美股市场的当红炸子鸡。整个2020年，ARK Invest的旗舰基金ARK Innovation ETF (NYSE:ARKK)收益率高达150%。强劲业绩的吸引下，整个ARK的管理资金规模都大幅膨胀，从34亿美元激增至逾300亿美元。在1月份，ARK击败了华尔街巨头贝莱德的iShares部门和道富银行的ETF业务...

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精彩评论

QQQ666
2021-02-24
QQQ666
多少人每天关注着木头姐的交易单呢[贱笑]
- QQQ666:
  [鬼脸]
- QQQ666:
  [财迷]
Kyorilys
2021-02-24
Kyorilys
tesla 回调了可以买入
安妮1022
2021-02-24
安妮1022
赞！

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(NASDAQ:ROKU)、数据支付公司Square Inc (NYSE:SQ)和远程医疗公司Teladoc Inc (NYSE:TDOC)。官网显示，特斯拉是该基金的重仓股，权重高达9.73%——伍德是最早一批买入特斯拉和比特币的机构投资者之一。\nARKK的前十大持仓（官网截图）\n根据晨星的数据，ARKK在过去五年的年化收益率为45.47%。\n这就是为什么ARKK最近高位回落11%、伍德“警告”市场会出现恐慌、又大举抄底特斯拉等一言一行、一举一动都牵引着美股投资者神经的原因。\n特斯拉的“忠实信徒”：越跌越买引发争议\n虽然本周早些时候伍德在接受媒体采访时表示，如果收益率大幅上升，标普500指数的估值将会重置，但显然她认为这种重置将利好ARK的基金，“我们的投资组合将是估值重置背景下的首选” ，因为“我们会卖出这些仍在亏损的股票，买入那些我们‘信仰’的股票。”\n很明显，伍德的信仰是特斯拉。事实上，ARK周三披露，该公司的三只ETF——ARKK、ARK Autonomous Technology & Robotics ETF (NYSE:ARKQ)和ARK Next Generation Internet ETF (NYSE:ARKW)在前一天共计买入了240,548股特斯拉。此举引发了极大的争议。\n盛宝银行股票策略主管Peter Garnry认为，特斯拉、比特币 (BitfinexUSD)、ARK三者已经构成了一个“风险集群”，如果市场回调，ARK在生物技术股和特斯拉的高比例持仓将会带来曝险，导致业绩恶化、资金流出，并形成一个恶性循环。\n甚至有评论指出，伍德的最新抄底举动，显示出其水平与普通散户无异。\n不过，似乎正是这种风格，受到了散户的青睐。在前段时间因为“游戏驿站事件”而爆红的Reddit子版块WallStreetsBets上，网民给伍德起了一个绰号，“Cathie Bae”，Bae既代表Babe（宝贝），也代表Before Anyone 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