athie Wood布局新一轮科技热潮——白宫谁胜出都无关紧要

金融界11-07

ARK Invest的Cathie Wood正在为一个支持变革性技术的白宫政府布局。这位公司首席执行官兼首席投资官认为，无论谁赢得总统大选，较少的监管将引发一场科技热潮。“两个候选人的立场越来越相似，”Wood在周二的CNBC节目《Fast Money》中表示，“这似乎是一个两党共识的问题。”Wood掌管的旗舰基金ARK Innovation ETF（ARKK）在过去三个月上涨了近22%。不过，对...

网页链接

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

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2481990482?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-11-07 08:11","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2481990482","market":"us","top_or_hot":-1,"title":"athie Wood布局新一轮科技热潮——白宫谁胜出都无关紧要","media":"金融界","content":"<div>\n<p>ARK Invest的Cathie Wood正在为一个支持变革性技术的白宫政府布局。这位公司首席执行官兼首席投资官认为，无论谁赢得总统大选，较少的监管将引发一场科技热潮。“两个候选人的立场越来越相似，”Wood在周二的CNBC节目《Fast Money》中表示，“这似乎是一个两党共识的问题。”Wood掌管的旗舰基金ARK Innovation ETF（ARKK）在过去三个月上涨了近22%。不过，对...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2024/11/07081145019009.shtml\">网页链接</a>\n\n</div>\n","source":"jinrongjie_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>athie Wood布局新一轮科技热潮——白宫谁胜出都无关紧要</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nathie Wood布局新一轮科技热潮——白宫谁胜出都无关紧要\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-07 08:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://usstock.jrj.com.cn/2024/11/07081145019009.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ARK Invest的Cathie Wood正在为一个支持变革性技术的白宫政府布局。这位公司首席执行官兼首席投资官认为，无论谁赢得总统大选，较少的监管将引发一场科技热潮。“两个候选人的立场越来越相似，”Wood在周二的CNBC节目《Fast Money》中表示，“这似乎是一个两党共识的问题。”Wood掌管的旗舰基金ARK Innovation ETF（ARKK）在过去三个月上涨了近22%。不过，对...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2024/11/07081145019009.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":"LU0719512351.SGD","symbol_name":"JPMorgan Funds - US Technology A (acc) SGD","start_time":0,"source_url":"https://usstock.jrj.com.cn/2024/11/07081145019009.shtml","article_id":"2481990482","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2481990482","pubTimestamp":1730938264,"sourceInfo":{"source_id":"jinrongjie_highlight","name":"金融界"},"weMediaInfo":null,"summary":"ARK Invest的Cathie Wood正在为一个支持变革性技术的白宫政府布局。这位公司首席执行官兼首席投资官认为，无论谁赢得总统大选，较少的监管将引发一场科技热潮。去年上涨了近68%的ARK Innovation ETF在2024年下跌了约8%。自拜登总统上任以来，该基金也大幅下滑。ARKK持有的科技公司尤其对利率上升敏感。Wood认为，这种不佳表现只是暂时的。“CRISPR Therapeutics和Beam Therapeutics等公司已经开发出了治愈疾病的方法，”Wood表示。CRISPR在过去一个月上涨了11%，而Beam上涨了2%。ARK Genomic Revolution ETF持有这两只股票。","collect":0,"end_time":0,"defaultTopTitle":"jrj.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4534":"瑞士信贷持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4555":"新能源车","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4533":"AQR资本管理(全球第二大对冲基金)","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2063271972.USD":"富兰克林创新领域基金","TSLA":"特斯拉","BEAM":"Beam Therapeutics, Inc.","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4535":"淡马锡持仓","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4527":"明星科技股","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","FDN":"First Trust Dow Jones Internet I","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4581":"高盛持仓","CRSP":"CRISPR Therapeutics AG","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4574":"无人驾驶","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4505":"高瓴资本持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","BK4511":"特斯拉概念","ARKG":"ARK Genomic Revolution ETF","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","ARKK":"ARK Innovation ETF","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","BK4139":"生物科技","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC"},"translate_title":"athie Wood lays out a new round of tech boom-it doesn't matter who wins in the White House","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ARKK":1,"TSLA":1,"CRSP":1,"ARKG":1,"BEAM":1,"FDN":0.9},"content_text":"ARK Invest的Cathie Wood正在为一个支持变革性技术的白宫政府布局。这位公司首席执行官兼首席投资官认为，无论谁赢得总统大选，较少的监管将引发一场科技热潮。“两个候选人的立场越来越相似，”Wood在周二的CNBC节目《Fast Money》中表示，“这似乎是一个两党共识的问题。”Wood掌管的旗舰基金ARK Innovation ETF（ARKK）在过去三个月上涨了近22%。不过，对该基金而言，今年迄今的表现令人失望。去年上涨了近68%的ARK Innovation ETF在2024年下跌了约8%。自拜登总统上任以来，该基金也大幅下滑。ARKK在2022年遭遇了约67%的跌幅，同年美联储开始了加息周期。ARKK持有的科技公司尤其对利率上升敏感。“很多人将我们的投资组合与低利率联系在一起，算法交易确实是这么操作的，”Wood表示。“我认为这种情况将会改变。”目前，该ETF的最大持仓是特斯拉（TSLA）。今年该股基本持平，而2023年则上涨了约102%。Wood认为，这种不佳表现只是暂时的。“这不是一只汽车股，肯定不是传统汽车股。这是一只机器人股票。自动驾驶汽车就是机器人，它们将是电动的，并由人工智能驱动，”她说道。“这个故事才刚刚开始。”Wood还管理着ARK Genomic Revolution ETF（ARKG），今年迄今下跌了约25%。但她坚持认为，医疗领域的人工智能将开启一个新时代。“CRISPR Therapeutics（CRSP）和Beam Therapeutics（BEAM）等公司已经开发出了治愈疾病的方法，”Wood表示。“随着我们将人们从医院转移到治愈方案中，我们将看到实际的成果。”CRISPR在过去一个月上涨了11%，而Beam上涨了2%。ARK Genomic Revolution ETF持有这两只股票。\n\n\r\n            责任编辑：磐石","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2481990482"}