木头姐Cathie Wood：在这样的疲软中，仍然得相信科技股

新浪财经综合2021-05-13

明星基金经理Cathie Wood周二为科技创新板块进行了辩护，他解释说，科技股最近的疲软最终会扭转方向，不能与2000年的泡沫顶峰相比。“许多人认为过去三个月所发生的事情是另一次，或相当于2000年互联网泡沫的开始。我们丝毫不认为是这样的，”Wood在周二的方舟投资网络研讨会上说。Wood补充说：“我们将看到技术带来的各种增长，我们相信，这种增长将是惊人的。”Cathie Wood——方舟投资...

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精彩评论

久隆鼎踞
2021-05-13
久隆鼎踞
[呆住] [呆住] [呆住] [呆住]
- 久隆鼎踞:
  厉害厉害
Json22
2021-05-13
Json22
[流泪]
- ruiping88:
  [喷血]
反卡
2021-05-13
反卡
没办法啊
- 反卡:
  无可奈何花落去
- joyo1662:
  不这样说还能怎样
- joyo1662:
  没办法

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Wood周二为科技创新板块进行了辩护，他解释说，科技股最近的疲软最终会扭转方向，不能与2000年的泡沫顶峰相比。“许多人认为过去三个月所发生的事情是另一次，或相当于2000年互联网泡沫的开始。我们丝毫不认为是这样的，”Wood在周二的方舟投资网络研讨会上说。Wood补充说：“我们将看到技术带来的各种增长，我们相信，这种增长将是惊人的。”Cathie Wood——方舟投资管理公司Ark Investment Management的首席信息官兼首席执行官——管理着以颠覆性技术为中心的方舟ETF。方舟的旗舰基金——方舟创新 Ark Innovation（ARKK）——在盘中弥补了之前的跌幅，并在周二上涨超过2%。在这一反弹之前，周一惨淡的5%跌幅将该ETF价格拖至2020年11月以来的最低水平。由于科技行业的疲软，该基金在5月份下跌超过11%。在周二大盘抛售的同时，投资者回到了亚马逊等其最喜欢的股票上。科技股扎堆的纳斯达克综合指数在盘中最低点下跌超过2%后出现了反弹。Wood表示，价值股的强势是股票牛市健康度的表现。然而，其中一些行业将因未来投资不足而被影响。“价值股和周期股的轮换．．．．在这里是很有力的。但同时．．．这些行业会有问题，就像我们认为正在获得动力并将带来指数级增长的创新平臺一样，”她说。虽然能源、金融和材料行业在2021年表现出色，但Wood认为这些行业在未来几年会落后。“能源将遭到电动汽车的伤害。我们认为，数字钱包、de-fi或加密货币领域的去中心化金融将改变金融服务，并掏空许多、许多金融服务部门。Wood表示：”在材料方面，一切都取决于大宗商品价格。“Wood周五告诉CNBC，在最近的科技股抛售之后，她喜欢她的ETF的持股。她说，她设想她的策略将获得25%至30%的復合年回报率。“我们的各种策略经歷了这次修正，相当严重的修正，所发生的事情是我们的价格目标没有改变。我们的股票已经进入了低价区，”Wood星期二解释说。虽然许多投资者对通货膨胀的威胁感到担忧，但Wood不是其中之一。她认为以创新为基础的通货紧缩将抵消任何大型的通货膨胀。Wood表示，在接下来的三到四个月里，CPI通胀率应该会升至约3%或4%，PPI通胀率应该会升至约6%至8%；但是，他认为这应该是价格的暂时上升。“我们认为，在这一时期，通货紧缩的几率实际上已经上升了。我们所有的研究和投资所围绕的技术和创新，充斥着全球经济所面临的通货紧缩的例子。”“这种基于创新的通货紧缩是非常好的通货紧缩，它与非常强劲的单位增长有关，”她补充说。Wood还表示，经济也将经歷来自产品因创新而变得过时的公司的通货紧缩。“股东们变得非常短视，他们想要利润，而且他们现在就想要。我们已经看到很多公司通过加杠桿来满足短期股东。这些公司没有对创新进行足够的投资，现在他们正在竭泽而渔，”她说。最后，她认为，通货紧缩的最后一个来源将是周期性通货紧缩，因为世界摆脱了疫情，消费者对服务经济而不是商品经济有更多需求。“随着经济向服务业的转变的发展．．．．．．我认为我们将有非常大幅度的商品价格调整，”Wood表示。“这增加了我们的信心，通胀将不会成为未来的问题。”","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":191286824,"gmtCreate":1620880965368,"gmtModify":1634195589673,"author":{"id":"3573786271542445","authorId":"3573786271542445","name":"久隆鼎踞","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3573786271542445","authorIdStr":"3573786271542445"},"htmlText":"[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;","listText":"[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;","text":"[呆住] [呆住] [呆住] 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