木头姐：未来几年锂将供应过剩，利好特斯拉

智通财经2023-02-16

ARK Invest首席执行官、“木头姐”凯西•伍德(Cathie Wood)表示，近年来为增加锂产量而采取的行动缓解了供应问题。但她现在认为，锂在未来几年将会出现供应过剩的情况，这反过来会压低价格，并大幅降低特斯拉(TSLA.US)等电动汽车品牌的成本。伍德在推特上写道:“过去两年锂价格上涨了10倍，这是对更多生产和供应的响亮呼吁。现在中国的宁德时代(300750.SZ)、韩国的三星和LG，以及...

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保护接盘侠
2023-02-16
保护接盘侠
把那些创新龙头都买一遍，做个etf；他的工作是不错，但贵不贵投资者得自己承担。你还是别吹了

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Korus表示:“未来10年，全球汽车制造商已为电池投资预留了约6000亿美元。”ARK强调，新矿投产大约需要300亿美元的资本支出，以满足需求预期。对伍德来说，锂电池和电动汽车一直是她最关心的问题，因为其主动管理型ETF持有大量特斯拉股份。目前，伍德的旗舰基金ARK创新ETF (ARKK)的头号重仓股为特斯拉，权重为10.80%。特斯拉也是伍德旗下ARK Autonomous Technology & Robotics ETF (ARKQ) 的头号重仓股，权重为14.70%。此外，特斯拉是ARK Next Generation Internet ETF(ARKW)的第三大重仓股，权重为 7.16%。除了上述ARK旗下的基金外，其他可能会受到ARK 研究报告影响的基金包括：锂电池ETF-Global X(LIT)、Amplify Lithium & Battery Technology ETF (BATT) 和 S&P Global Core Battery Metals ETF (ION)。","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":625515029,"gmtCreate":1676557378861,"gmtModify":1676557381142,"author":{"id":"3571774820943989","authorId":"3571774820943989","name":"保护接盘侠","avatar":"https://static.tigerbbs.com/cd7fc62af4a40417fd23038d823ee378","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"把那些创新龙头都买一遍，做个etf；他的工作是不错，但贵不贵投资者得自己承担。你还是别吹了","listText":"把那些创新龙头都买一遍，做个etf；他的工作是不错，但贵不贵投资者得自己承担。你还是别吹了","text":"把那些创新龙头都买一遍，做个etf；他的工作是不错，但贵不贵投资者得自己承担。你还是别吹了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625515029","repostId":2311496454,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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