小摩警告Ark重蹈网络泡沫时代的“牛市陷阱”

新浪财经2021-07-15

摩根大通的Shawn Quigg认为，Cathie Wood的旗舰ETF正在显示出很多泡沫性质，类似于2000年的增长股基金，投资者应考虑通过期权做空它。这位衍生品策略师认为，美国国债收益率下半年的上升可能会触发ARK Innovation ETF（代码ARKK）下跌。该基金自5月中旬以来已上涨约19%。 “进入牛市陷阱逆转，”Quigg在周四的客户报告中写道。“潜在的收益率上升可能是加速...

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精彩评论

Victorng83
2021-07-16
Victorng83
从开始就是空手套白狼的了
Youn7276
2021-07-16
Youn7276
阅！
巴特菲2021
2021-07-16
巴特菲2021
回光返照的现象，大家还是不要盲目追高，泡沫破的时候，想丢都无法脱手。。。
- vun3336:
  嗯嗯
- DavidLeeT:
  诶
taylorping
2021-07-15
taylorping
ok
LNM888
2021-07-15
LNM888
Like

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href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-07-15/doc-ikqcfnca7093863.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根大通的Shawn Quigg认为，Cathie Wood的旗舰ETF正在显示出很多泡沫性质，类似于2000年的增长股基金，投资者应考虑通过期权做空它。\n这位衍生品策略师认为，美国国债收益率下半年的上升可能会触发ARK Innovation ETF（代码ARKK）下跌。该基金自5月中旬以来已上涨约19%。\n“进入牛市陷阱逆转，”Quigg在周四的客户报告中写道。“潜在的收益率上升可能是加速...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-07-15/doc-ikqcfnca7093863.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"JPM","symbol_name":"摩根大通","start_time":0,"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-07-15/doc-ikqcfnca7093863.shtml","article_id":"2151834520","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/3c98a67f9d2c9b888193e5e43f45c094"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2151834520","pubTimestamp":1626362795,"sourceInfo":{"source_id":"XLCJ","name":"新浪财经"},"weMediaInfo":null,"summary":"摩根大通的Shawn Quigg认为，Cathie Wood的旗舰ETF正在显示出很多泡沫性质，类似于2000年的增长股基金，投资者应考虑通过期权做空它。这位衍生品策略师认为，美国国债收益率下半年的上升可能会触发ARK Innovation ETF下跌。“进入牛市陷阱逆转，”Quigg在周四的客户报告中写道。Wood的Ark Investment 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ETF（代码ARKK）下跌。该基金自5月中旬以来已上涨约19%。\n“进入牛市陷阱逆转，”Quigg在周四的客户报告中写道。“潜在的收益率上升可能是加速ARKK下跌的催化剂，加上大型常规性科技股继续跑赢破坏性科技股，促使ARKK进入抛售阶段。”\n美国10年期国债收益率已经从3月底的近期高点下跌逾40个基点，至1.32%左右，帮助推动了ARKK的反弹。Quigg认为这是一个技术性行情，随着经济重开交易在今年余下时间里重新立足，上述行情将逆转。\nWood的Ark Investment Management在2021年取得漂亮开局，得益于电动汽车、生物技术和加密货币等板块以及居家防疫板块的上涨。但其中许多主题现已没落，该公司的主要ETF从2月中旬到5月中旬下跌超过35%。\n摩根大通预计，在持续的复苏和经济重开中，周期性和价值资产将跑赢大盘。价值股相对于增长股刚刚创下20年来最差月表现，但该公司的策略师认为这只是上涨行情的一个停顿，接下来还会恢复。\nQuigg在报告中写道，鉴于“股票可能进入广泛的抛售阶段”，建议投资者买入ARKK 10月105美元认沽期权——行权价比该ETF周三收盘价低约11%——以利用依然很低的隐含波动率。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":147780173,"gmtCreate":1626391497892,"gmtModify":1631889130576,"author":{"id":"4089167509479190","authorId":"4089167509479190","name":"Victorng83","avatar":"https://static.tigerbbs.com/4dc8941732911ccbfbcad5a3ca354dc9","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"从开始就是空手套白狼的了","listText":"从开始就是空手套白狼的了","text":"从开始就是空手套白狼的了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147780173","repostId":2151834520,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":147486188,"gmtCreate":1626384243844,"gmtModify":1633927373202,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"阅！","listText":"阅！","text":"阅！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147486188","repostId":2151834520,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":147528608,"gmtCreate":1626365184804,"gmtModify":1631884245106,"author":{"id":"3575877386336075","authorId":"3575877386336075","name":"巴特菲2021","avatar":"https://static.tigerbbs.com/3f359d60a65242b63882431568c8436a","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"回光返照的现象，大家还是不要盲目追高，泡沫破的时候，想丢都无法脱手。。。","listText":"回光返照的现象，大家还是不要盲目追高，泡沫破的时候，想丢都无法脱手。。。","text":"回光返照的现象，大家还是不要盲目追高，泡沫破的时候，想丢都无法脱手。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/147528608","repostId":2151834520,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5234140,"gmtCreate":1626394782835,"gmtModify":1631884245118,"authorId":3585438569041555,"author":{"id":3585438569041555,"authorId":3585438569041555,"name":"vun3336","avatar":"https://static.tigerbbs.com/6a6fc9c7d37d69fa0c992b7d9f51f361","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":147528608,"type":1,"supId":0,"prevId":0,"content":"嗯嗯","text":"嗯嗯","html":"嗯嗯"},{"id":5232538,"gmtCreate":1626384711157,"gmtModify":1631884245108,"authorId":3578436425687491,"author":{"id":3578436425687491,"authorId":3578436425687491,"name":"DavidLeeT","avatar":"https://static.tigerbbs.com/583d6a8bf5cad26a556357b62b26a0c1","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":147528608,"type":1,"supId":0,"prevId":0,"content":"诶","text":"诶","html":"诶"}],"langContent":"CN"},{"id":147515680,"gmtCreate":1626363629740,"gmtModify":1633927440113,"author":{"id":"3579843540288977","authorId":"3579843540288977","name":"taylorping","avatar":"https://static.tigerbbs.com/2af0cdc1ea9e22afffde790c823953e8","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147515680","repostId":2151834520,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":147518368,"gmtCreate":1626363402954,"gmtModify":1633927442509,"author":{"id":"4088090190949440","authorId":"4088090190949440","name":"LNM888","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147518368","repostId":2151834520,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":78,"commentSize":5,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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