Ra1012
2021-06-09
[微笑]
女股神Cathie Wood:成长股即将王者归来
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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\">\n女股神Cathie Wood:成长股即将王者归来\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-09 13:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>Ark Invest首席执行官兼首席投资官凯茜•伍德(Cathie Wood)表示,在今年经历了一次引人注目的向价值股的轮动之后,成长股即将王者归来。</blockquote><p>伍德周二在 Ark Invest网络研讨会上表示:“成长股的轮动可能即将到来。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e09ef290117df92e34a4ab2d38db9c6\" tg-width=\"630\" tg-height=\"354\" referrerpolicy=\"no-referrer\"><span>Cathie Wood</span></p><p>“今年市场向价值板块和周期性板块的转向非常引人注目。这是一个真正的价值市场,是对周期的真正投票,”她说。“如果我们对消费将如何转变的看法是正确的,那么这个周期可能会受到质疑。”</p><p>伍德表示,在疫情期间,消费者支出在商品领域占据主导地位后,将向服务领域转移。这将刺激大宗商品价格和周期性股票下跌,为成长股后续的出色表现奠定基础。</p><p>在市场转向价值股的情况下,Ark的旗舰基金Ark Innovation的股价今年下跌近10%,至每股112美元左右。由于投资者担忧美联储可能对通胀采取行动,纷纷远离成长股,该基金较2月份的高点下跌约29%。</p><p><img src=\"https://static.tigerbbs.com/0e2821c456bc51fa99c8e9aab4ec0922\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>尽管基金重仓股表现疲软,但伍德一直在购买其坚信的股票,其中一些股票的价格与今年早些时候的水平相比有很大的折扣。</p><p>她说:“我们利用这种波动性,卖出了表现较好的公司股票,并转向那些我们有高度信念和更具机会的公司。”</p><p>今年6月,伍德旗下多只基金购买了<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>、<a href=\"https://laohu8.com/S/ETSY\">Etsy</a>、谷歌母公司<a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>、<a href=\"https://laohu8.com/S/ZM\">Zoom Video</a> 、<a href=\"https://laohu8.com/S/CRSP\">Crispr Therapeutics</a>和<a href=\"https://laohu8.com/S/DOCU\">DocuSign</a>的股票。伍德甚至将其持有的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股票翻了一番,特斯拉股价已从52周高点下跌了33%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/195cf5d3b1f595fd00d1db427e729734\" tg-width=\"1610\" tg-height=\"660\" referrerpolicy=\"no-referrer\"><span>来源: Ark Invest</span></p><p>上个月,随着全球最大的加密交易所<a href=\"https://laohu8.com/S/COIN\">Coinbase Global</a>股价与比特币价格齐跌,伍德还购买了数百万股Coinbase股票,Coinbase现在是Ark Innovation的第九大重仓股。</p><p>伍德现在预计,未来五年,她的重仓股年回报率将达到25%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2e09ef290117df92e34a4ab2d38db9c6","relate_stocks":{"COIN":"Coinbase Global, Inc.","TSLA":"特斯拉",".IXIC":"NASDAQ Composite","ETSY":"Etsy, Inc.","CRSP":"CRISPR Therapeutics AG","GOOGL":"谷歌A",".DJI":"道琼斯","ARKK":"ARK Innovation ETF","DOCU":"Docusign","NFLX":"奈飞",".SPX":"S&P 500 Index","ZM":"Zoom"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112739388","content_text":"Ark Invest首席执行官兼首席投资官凯茜•伍德(Cathie Wood)表示,在今年经历了一次引人注目的向价值股的轮动之后,成长股即将王者归来。伍德周二在 Ark Invest网络研讨会上表示:“成长股的轮动可能即将到来。”Cathie Wood“今年市场向价值板块和周期性板块的转向非常引人注目。这是一个真正的价值市场,是对周期的真正投票,”她说。“如果我们对消费将如何转变的看法是正确的,那么这个周期可能会受到质疑。”伍德表示,在疫情期间,消费者支出在商品领域占据主导地位后,将向服务领域转移。这将刺激大宗商品价格和周期性股票下跌,为成长股后续的出色表现奠定基础。在市场转向价值股的情况下,Ark的旗舰基金Ark Innovation的股价今年下跌近10%,至每股112美元左右。由于投资者担忧美联储可能对通胀采取行动,纷纷远离成长股,该基金较2月份的高点下跌约29%。尽管基金重仓股表现疲软,但伍德一直在购买其坚信的股票,其中一些股票的价格与今年早些时候的水平相比有很大的折扣。她说:“我们利用这种波动性,卖出了表现较好的公司股票,并转向那些我们有高度信念和更具机会的公司。”今年6月,伍德旗下多只基金购买了奈飞、Etsy、谷歌母公司Alphabet、Zoom Video 、Crispr Therapeutics和DocuSign的股票。伍德甚至将其持有的特斯拉股票翻了一番,特斯拉股价已从52周高点下跌了33%。来源: Ark Invest上个月,随着全球最大的加密交易所Coinbase Global股价与比特币价格齐跌,伍德还购买了数百万股Coinbase股票,Coinbase现在是Ark Innovation的第九大重仓股。伍德现在预计,未来五年,她的重仓股年回报率将达到25%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":365,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/180446554"}
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