保护接盘侠
2023-02-16
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
木头姐:未来几年锂将供应过剩,利好特斯拉
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15:51","market":"us","language":"zh","title":"木头姐:未来几年锂将供应过剩,利好特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=2311496454","media":"智通财经","summary":"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,","content":"<html><head></head><body><p>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<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)等电动汽车品牌的成本。</p><p>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<a href=\"https://laohu8.com/S/300750\">宁德时代</a>(300750.SZ)、韩国的<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>和LG,以及主要的汽车制造商都致力于电动汽车革命,锂在未来几年很有可能会出现供应过剩。”</p><p>ARK 指出,锂的价格在2017年基本翻了一番,达到每吨1.5万美元,供应也做出了反应。目前锂的交易价格约为每吨7万美元。</p><p><img src=\"https://static.tigerbbs.com/f121148480373c3d021d228cbc703559\" tg-width=\"845\" tg-height=\"571\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>此外,ARK研究总监Sam 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。</p><p>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%。</p><p>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<a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a>(ARKW)的第三大重仓股,权重为 7.16%。</p><p>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:<a href=\"https://laohu8.com/S/561160\">锂电池ETF</a>-<a href=\"https://laohu8.com/S/EFFE\">Global X</a>(LIT)、Amplify Lithium & Battery Technology ETF (BATT) 和 S&P Global Core Battery Metals ETF (ION)。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"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\" 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href=\"http://www.zhitongcaijing.com/content/detail/877544.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4551":"寇图资本持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4511":"特斯拉概念","BK4099":"汽车制造商","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4548":"巴美列捷福持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) 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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 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