“木头姐”惊人预测：美联储今年转向，未来5年特斯拉涨5倍、原油需求跌30%......

华尔街见闻2023-01-22

经历2022“滑铁卢”的木头姐，2023年要爬起来了？去年以来，美联储加息风暴和高通胀压力导致木头姐重仓的特斯拉、Roku等科技股遭受沉重打击。但进入2023年，随着美联储转向的预期持续升温，她对未来的金融环境越发乐观。她认为，通胀已经见顶，美联储将很快停止紧缩步伐，此举将推动她青睐的股票（比如特斯拉）大幅增长。当地时间周四，Ark投资管理公司的首席执行官“木头姐”凯西·伍德（Cathie ...

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免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

kaien
2023-01-22
kaien
wood已经mad了
引擎2020
2023-01-22
引擎2020
哗众取宠罢了
Jet2017
2023-01-22
Jet2017
过年都说吉利话？
奥龙
2023-01-22
奥龙
木头姐是个有远见的新生代投资人……
旷世猛男
2023-01-22
旷世猛男
Wood said that stocks she has been bought would raise higher and higher for a long time。but according to the laws of physics，the wood only can be burned for a short times。

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href=https://wallstreetcn.com/articles/3680433><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>经历2022“滑铁卢”的木头姐，2023年要爬起来了？去年以来，美联储加息风暴和高通胀压力导致木头姐重仓的特斯拉、Roku等科技股遭受沉重打击。但进入2023年，随着美联储转向的预期持续升温，她对未来的金融环境越发乐观。她认为，通胀已经见顶，美联储将很快停止紧缩步伐，此举将推动她青睐的股票（比如特斯拉）大幅增长。当地时间周四，Ark投资管理公司的首席执行官“木头姐”凯西·伍德（Cathie ...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3680433\">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":"ARKK","symbol_name":"ARK Innovation 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，成为Morningstar追踪的表现最差的美国股票基金之一，但2023年迄今已经上涨了15%。伍德曾一再警告称，美联储突然加息可能引发一段时期的通缩，并在周四表示，到2023年年中，通胀率可能降至3%或更低。我认为美联储即将结束这一紧缩举措。坚持做特斯拉的“迷妹”看好特斯拉的投资者有很多，但很少有人能像伍德一样那样坚定。伍德估计，特斯拉股价在未来5年内可能会增长5倍，而这仅仅来自该公司的电动汽车业务。伍德相信，特斯拉的自动驾驶业务将推动其股票在未来年内增长近13倍。我们对特斯拉比以往任何时候都更为乐观。伍德预测，到2026年，经股票拆分调整后，这家电动汽车制造商的股价可能超过1500美元/股。隔夜美股收盘，特斯拉股价大涨近5%至133.42美元/股。由于需求下滑，首席执行官马斯克入主推特引发了特斯拉投资者的恐慌，这家明星电动汽车制造商股价在2022年大跌了65%。对伍德而言，特斯拉当前的股价具有极高的性价比。开年以来，特斯拉在全球掀起了一场价格战，大幅下调中国、美国、欧洲等主要市场的售价，以在竞争日益激励的电动汽车市场保住领先地位。其股价也因此受到提振。伍德长期以来一直相信汽车行业将被特斯拉颠覆。特斯拉在定价方面将非常激进，它能承担得起。它有最低的成本结构，在我们看来，是最激进的创新。其他汽车制造商将展开竞争，但他们必须跟随（特斯拉）降价，从盈利能力的角度来看，它们的利润率将遭受重创。本周，特斯拉即将公布第四季度业绩，其股价再次迎来考验。能源股牛气不再？伍德暗示，能源类股的涨势将很快结束。她说，尽管油价下跌了大约30%，但过去6个月能源类股的反弹表明，市场现在高估了价值股。从我们的观点来看，市场正在违背逻辑。当地时间周四，能源精选板块SPDR基金（Energy Select Sector SPDR 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