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...

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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":"CRSP","symbol_name":"CRISPR Therapeutics AG","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,"columns":[],"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":{"CRSP":"CRISPR Therapeutics AG","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","FDN":"First Trust Dow Jones Internet I","BK4534":"瑞士信贷持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4139":"生物科技","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) 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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            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