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2021-01-28
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What Might The New ARK Space Exploration ETF Look Like?<blockquote>新方舟太空探索 ETF 会是什么样子？</blockquote>
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Here's a guess at which stocks might be included","content":"<p>The ARK Space Exploration ETF (ARKX) is on the way. Here's a guess at which stocks might be included.</p><p><blockquote>方舟太空探索 ETF (ARKX) 正在路上。以下是可能包括哪些股票的猜测。</blockquote></p><p>In case you missed it, ARK recently made a hugeannouncementthat it plans on launching the<b>ARK Space Exploration ETF (ARKX)</b>at some point in the near future. It will be the 8th fund in the ARK lineup and certainly fits in with the company's overall theme of identifying next-gen disruptive innovation.</p><p><blockquote>如果您错过了，ARK 最近发布了一项重大公告，计划推出<b>方舟太空探索 ETF (ARKX)</b>在不久的将来的某个时候。这将是方舟系列中的第8只基金，当然符合该公司确定下一代颠覆性创新的整体主题。</blockquote></p><p>Like most of the largest ARK ETFs, ARKX will be actively-managed. When a new passively-managed ETF launches, we can often look at its underlying index right away to see what the portfolio looks like and how it has performed in the past. With ARKX being actively-managed, however, we're kind of flying blind until the fund actually launches and ARK posts the fund holdings list for the first time.</p><p><blockquote>与大多数最大的 ARK ETF 一样，ARKX 将进行主动管理。当新的被动管理 ETF 推出时，我们通常可以立即查看其基础指数，了解投资组合的外观以及过去的表现。然而，由于 ARKX 受到积极管理，我们有点盲目，直到该基金真正推出并且 ARK 首次发布基金持有名单。</blockquote></p><p>Still, that doesn't prevent us from trying to forecast what stocks might show up in the fund.</p><p><blockquote>尽管如此，这并不妨碍我们尝试预测哪些股票可能会出现在基金中。</blockquote></p><p>There are already two ETFs in existence that focus on space exploration - the<b>Procure Space ETF (UFO)</b>and the <b>SPDR S&P Kensho Final Frontiers ETF (ROKT)</b>. Despite the similarity in their target strategies, the two funds have less than a 20% overlap in assets. That means their management styles and how they go about selecting components for the fund are probably pretty different. But, we can take a look at their portfolio composition to help guide us as well.</p><p><blockquote>已经有两只专注于太空探索的 ETF - the<b>采购太空 ETF (UFO)</b>和<b>SPDR S&P Kensho Final Frontiers ETF (ROKT)</b>尽管两只基金的目标策略相似，但资产重叠不到20%。这意味着他们的管理风格以及他们为基金选择组成部分的方式可能非常不同。但是，我们也可以看看他们的投资组合构成来帮助指导我们。</blockquote></p><p>We might get a better idea, though, from looking inward at the composition of existing ARK ETFs. This not gives us insight into some of the company's existing high conviction ideas, but the target strategies are probably similar enough that we'll see some crossover in the portfolios. This could especially be the case with the<b>ARK Autonomous Technology & Robotics ETF (ARKQ)</b>, which already lists space exploration as one of its target niches.</p><p><blockquote>不过，通过深入了解现有 ARK ETF 的构成，我们可能会得到更好的想法。这并不能让我们深入了解该公司现有的一些高信念，但目标策略可能足够相似，以至于我们会看到投资组合中的一些交叉。这尤其适用于<b>ARK 自主技术与机器人 ETF (ARKQ)</b>该公司已经将太空探索列为其目标领域之一。</blockquote></p><p>Keep in mind that what I'm doing here is pure speculation. I have no inside information as to what ARKX will look like. I'm simply trying to follow the trail of clues to give us an idea of what the portfolio MIGHT end up looking like.</p><p><blockquote>请记住，我在这里做的纯粹是猜测。我没有关于ARKX会是什么样子的内部消息。我只是试图追踪线索，让我们了解投资组合最终可能会是什么样子。</blockquote></p><p>The No Brainers<img src=\"https://static.tigerbbs.com/5cc90d448e786dfa90b4a664ae95690e\" tg-width=\"1200\" tg-height=\"509\" referrerpolicy=\"no-referrer\"></p><p><blockquote>无需动脑筋</blockquote></p><p>Tesla</p><p><blockquote>特斯拉</blockquote></p><p>This seems like perhaps the most obvious choice of all. ARK CIO Cathie Wood is perhaps the biggest<b>Tesla (TSLA)</b>bull out there and three ARK ETFs have 10%+ allocations to Tesla stock already. We know that ARK isn't afraid to take huge positions in this company already.</p><p><blockquote>这似乎是最明显的选择。ARK 首席信息官 Cathie Wood 也许是最大的<b>特斯拉（TSLA）</b>牛市方面，三只 ARK ETF 已经对特斯拉股票进行了 10% 以上的配置。我们知道 ARK 已经不怕在这家公司担任重要职位。</blockquote></p><p>Yes, Tesla is primarily an automaker, but the company's connection to SpaceX makes it a natural fit for ARKX. I think there's a good chance this could ultimately be the fund's top holding.</p><p><blockquote>是的，特斯拉主要是一家汽车制造商，但该公司与 SpaceX 的联系使其天然适合 ARKX。我认为这很有可能最终成为该基金的头号持股。</blockquote></p><p><img src=\"https://static.tigerbbs.com/bdb1d68d9fe78e392dd18fe7a6553428\" tg-width=\"1200\" tg-height=\"490\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Virgin Galactic</p><p><blockquote>维珍银河</blockquote></p><p>Richard Branson's company, which seeks to offer suborbital space flights to consumers, seems like another easy choice for this fund.<b>Virgin Galactic (SPCE)</b>has been around since 2004, but has relatively little to show over the past decade and a half. In late 2018, the company was successful in putting pilots into a suborbital space flight and returning them back to earth, but it's probably safe to say that SpaceX is in the lead having already landed a contract with NASA.</p><p><blockquote>理查德·布兰森 (Richard Branson) 的公司寻求向消费者提供亚轨道太空飞行，这似乎是该基金的另一个简单选择。<b>维珍银河 (SPCE)</b>自2004年以来一直存在，但在过去的15年里相对没有什么可展示的。2018年底，该公司成功地将飞行员送入亚轨道太空飞行并将他们送回地球，但可以肯定地说，SpaceX已经与美国宇航局签订了合同，处于领先地位。</blockquote></p><p>Still, the company's space development and name recognition make it an obvious inclusion. SPCE is already a top 20 holding in ARKQ.</p><p><blockquote>尽管如此，该公司的空间发展和知名度使其成为一个明显的包含。SPCE 已经是 ARKQ 的前 20 名控股公司。</blockquote></p><p>The Likely Candidates<img src=\"https://static.tigerbbs.com/490c0f7ea94f6691756f236306005ea5\" tg-width=\"1200\" tg-height=\"412\" referrerpolicy=\"no-referrer\"></p><p><blockquote>可能的候选人</blockquote></p><p>Maxar Technologies</p><p><blockquote>Maxar技术公司</blockquote></p><p><b>Maxar Technologies (MAXR)</b>describes itself as \"serving commercial and government missions with trusted Earth intelligence and space infrastructure\". It develops satellite and spacecraft systems, robotics, connectivity solutions, space-based communications and platforms. Basically everything someone might need to get up into space. MAXR also has a contract with NASA to develop propulsion systems for the Lunar Gateway project.</p><p><blockquote><b>Maxar 技术公司 (MAXR)</b>将自己描述为“以可信的地球情报和空间基础设施为商业和政府任务提供服务”。它开发卫星和航天器系统、机器人、连接解决方案、天基通信和平台。基本上一个人进入太空可能需要的一切。MAXR还与美国宇航局签订了合同，为月球门户项目开发推进系统。</blockquote></p><p>MAXR also happens to be the #1 holding right now in both UFO and ROKT. ARK doesn't own MAXR in its funds currently, but it would undeniably be a perfect fit for a space exploration ETF.</p><p><blockquote>MAXR也恰好是目前UFO和ROKT的头号持有者。ARK 目前的基金中没有 MAXR，但不可否认的是，它非常适合太空探索 ETF。</blockquote></p><p><img src=\"https://static.tigerbbs.com/5fb6136b0b6621fe1aad74fbea6d7dba\" tg-width=\"1200\" tg-height=\"400\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Iridium Communications</p><p><blockquote>铱星通讯</blockquote></p><p><b>Iridium Communications (IRDM)</b>specializes in satellite communications and worldwide voice & data solutions. Iridium has ties to SpaceX having used the company's Falcon 9 rockets to launch dozens of its satellites into space. In 2019, IRDM won a new contract by the Defense Information Systems Agency (DISA) to continue supporting the U.S. Department of Defense Enhanced Mobile Satellite Service (EMSS) gateway. The contract is valued at $54 million over 4.5 years.</p><p><blockquote><b>铱星通信 (IRDM)</b>专门从事卫星通信和全球语音和数据解决方案。铱星公司与 SpaceX 有联系，曾使用该公司的猎鹰 9 号火箭将数十颗卫星发射到太空。2019年，IRDM赢得了国防信息系统局（DISA）的一份新合同，继续支持美国。国防部增强移动卫星服务（EMSS）网关。该合同价值5400万美元，为期4.5年。</blockquote></p><p></p><p>IRDM is already a minor holding in the ARK Innovation ETF (ARKK), but accounts for around 3% of ARKQ. It's also the 2nd largest holding in UFO at more than 6% of assets.</p><p><blockquote>IRDM 已经是 ARK Innovation ETF (ARKK) 的少数持股，但约占 ARKQ 的 3%。它也是 UFO 的第二大持股，占资产的 6% 以上。</blockquote></p><p><img src=\"https://static.tigerbbs.com/aa0d2bb9c6874118f82a798f432605be\" tg-width=\"1200\" tg-height=\"416\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Aerojet Rocketdyne Holdings</p><p><blockquote>航空喷气火箭达因控股</blockquote></p><p>Any company that has been producing rockets and thrusters for space missions over the past several decades is a pretty obvious candidate for a space ETF.<b>Aerojet Rocketdyne Holdings (AJRD)</b>has been doing just that and it was actually the company's rockets that landed the Curiosity spacecraft on the surface of Mars.</p><p><blockquote>任何在过去几十年中一直为太空任务生产火箭和推进器的公司都是太空 ETF 的明显候选者。<b>Aerojet Rocketdyne 控股公司 (AJRD)</b>一直在这样做，实际上是该公司的火箭将好奇号飞船降落在了火星表面。</blockquote></p><p>AJRD appears in both UFO and ROKT, but in very different quantities. It accounts for just 0.2% of UFO, but 5.5% of ROKT.</p><p><blockquote>AJRD出现在UFO和ROKT中，但数量非常不同。它只占UFO的0.2%，但占ROKT的5.5%。</blockquote></p><p>The Possibilities</p><p><blockquote>可能性</blockquote></p><p>A lot of companies in the aerospace & defense sector could show up in ARKX.<b>Teledyne Technologies (TDY)</b>could very well be included as could<b>HEICO Corporation (HEI)</b>.</p><p><blockquote>航空航天和国防领域的许多公司都可能出现在ARKX上。<b>Teledyne 技术公司 (TDY)</b>很可能包括在内<b>海科公司 (HEI)</b>.</blockquote></p><p>Other names that come to mind that could make the cut are communications specialists <b>Gilat Satellite Networks (GILT)</b>and<b>Loral Space & Communications (LORL)</b>.</p><p><blockquote>我想到的其他可能入选的名字是通信专家<b>吉拉卫星网络（GILT）</b>和<b>Loral 空间与通信 (LORL)</b>.</blockquote></p><p>Best of the Rest</p><p><blockquote>其余最好的</blockquote></p><p>It's hard to get a sense of what ARK will consider exposure to the space exploration industry. Certain ETFs want a company whose sole focus in on a particular theme, while others will include any company that has even ancillary exposure (think Scotts Miracle-Gro being included in the Marijuana ETF (MJ)).</p><p><blockquote>很难了解方舟会考虑进入太空探索行业。某些 ETF 想要一家只专注于特定主题的公司，而其他 ETF 则会包括任何具有辅助风险敞口的公司（想想 Scotts Miracle-Gro 被纳入大麻 ETF (MJ)）。</blockquote></p><p>I'm guessing Cathie Wood will take the former approach. That means big industrial names, such as<b>Lockheed Martin (LMT)</b>,<b>Northrop Grunman (NOC)</b>,<b>Boeing (BA)</b>and<b>Raytheon (RTX)</b>may not show up or be included only in limited quantities.</p><p><blockquote>我猜凯茜·伍德会采取前一种方法。这意味着大型工业公司，例如<b>洛克希德·马丁公司（LMT）</b>,<b>诺斯罗普·格伦曼 (NOC)</b>,<b>波音(BA)</b>和<b>雷神公司（RTX）</b>可能不会显示或仅包含在有限的数量中。</blockquote></p><p>I would expect ARKX would ultimately be heavy in tech and communication services names with a possible overweight to industrials depending on how ARK wants to approach portfolio construction.</p><p><blockquote>我预计 ARKX 最终将大量涉足科技和通信服务领域，并可能对工业企业产生跑赢大盘，具体取决于 ARK 希望如何构建投资组合。</blockquote></p><p></p>","source":"lsy1610613172068","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\" />\n<title>What Might The New ARK Space Exploration ETF Look Like?<blockquote>新方舟太空探索 ETF 会是什么样子？</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nWhat Might The New ARK Space Exploration ETF Look Like?<blockquote>新方舟太空探索 ETF 会是什么样子？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The street</strong><span class=\"h-time small\">2021-01-27 16:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The ARK Space Exploration ETF (ARKX) is on the way. Here's a guess at which stocks might be included.</p><p><blockquote>方舟太空探索 ETF (ARKX) 正在路上。以下是可能包括哪些股票的猜测。</blockquote></p><p>In case you missed it, ARK recently made a hugeannouncementthat it plans on launching the<b>ARK Space Exploration ETF (ARKX)</b>at some point in the near future. It will be the 8th fund in the ARK lineup and certainly fits in with the company's overall theme of identifying next-gen disruptive innovation.</p><p><blockquote>如果您错过了，ARK 最近发布了一项重大公告，计划推出<b>方舟太空探索 ETF (ARKX)</b>在不久的将来的某个时候。这将是方舟系列中的第8只基金，当然符合该公司确定下一代颠覆性创新的整体主题。</blockquote></p><p>Like most of the largest ARK ETFs, ARKX will be actively-managed. When a new passively-managed ETF launches, we can often look at its underlying index right away to see what the portfolio looks like and how it has performed in the past. With ARKX being actively-managed, however, we're kind of flying blind until the fund actually launches and ARK posts the fund holdings list for the first time.</p><p><blockquote>与大多数最大的 ARK ETF 一样，ARKX 将进行主动管理。当新的被动管理 ETF 推出时，我们通常可以立即查看其基础指数，了解投资组合的外观以及过去的表现。然而，由于 ARKX 受到积极管理，我们有点盲目，直到该基金真正推出并且 ARK 首次发布基金持有名单。</blockquote></p><p>Still, that doesn't prevent us from trying to forecast what stocks might show up in the fund.</p><p><blockquote>尽管如此，这并不妨碍我们尝试预测哪些股票可能会出现在基金中。</blockquote></p><p>There are already two ETFs in existence that focus on space exploration - the<b>Procure Space ETF (UFO)</b>and the <b>SPDR S&P Kensho Final Frontiers ETF (ROKT)</b>. Despite the similarity in their target strategies, the two funds have less than a 20% overlap in assets. That means their management styles and how they go about selecting components for the fund are probably pretty different. But, we can take a look at their portfolio composition to help guide us as well.</p><p><blockquote>已经有两只专注于太空探索的 ETF - the<b>采购太空 ETF (UFO)</b>和<b>SPDR S&P Kensho Final Frontiers ETF (ROKT)</b>尽管两只基金的目标策略相似，但资产重叠不到20%。这意味着他们的管理风格以及他们为基金选择组成部分的方式可能非常不同。但是，我们也可以看看他们的投资组合构成来帮助指导我们。</blockquote></p><p>We might get a better idea, though, from looking inward at the composition of existing ARK ETFs. This not gives us insight into some of the company's existing high conviction ideas, but the target strategies are probably similar enough that we'll see some crossover in the portfolios. This could especially be the case with the<b>ARK Autonomous Technology & Robotics ETF (ARKQ)</b>, which already lists space exploration as one of its target niches.</p><p><blockquote>不过，通过深入了解现有 ARK ETF 的构成，我们可能会得到更好的想法。这并不能让我们深入了解该公司现有的一些高信念，但目标策略可能足够相似，以至于我们会看到投资组合中的一些交叉。这尤其适用于<b>ARK 自主技术与机器人 ETF (ARKQ)</b>该公司已经将太空探索列为其目标领域之一。</blockquote></p><p>Keep in mind that what I'm doing here is pure speculation. I have no inside information as to what ARKX will look like. I'm simply trying to follow the trail of clues to give us an idea of what the portfolio MIGHT end up looking like.</p><p><blockquote>请记住，我在这里做的纯粹是猜测。我没有关于ARKX会是什么样子的内部消息。我只是试图追踪线索，让我们了解投资组合最终可能会是什么样子。</blockquote></p><p>The No Brainers<img src=\"https://static.tigerbbs.com/5cc90d448e786dfa90b4a664ae95690e\" tg-width=\"1200\" tg-height=\"509\" referrerpolicy=\"no-referrer\"></p><p><blockquote>无需动脑筋</blockquote></p><p>Tesla</p><p><blockquote>特斯拉</blockquote></p><p>This seems like perhaps the most obvious choice of all. ARK CIO Cathie Wood is perhaps the biggest<b>Tesla (TSLA)</b>bull out there and three ARK ETFs have 10%+ allocations to Tesla stock already. We know that ARK isn't afraid to take huge positions in this company already.</p><p><blockquote>这似乎是最明显的选择。ARK 首席信息官 Cathie Wood 也许是最大的<b>特斯拉（TSLA）</b>牛市方面，三只 ARK ETF 已经对特斯拉股票进行了 10% 以上的配置。我们知道 ARK 已经不怕在这家公司担任重要职位。</blockquote></p><p>Yes, Tesla is primarily an automaker, but the company's connection to SpaceX makes it a natural fit for ARKX. I think there's a good chance this could ultimately be the fund's top holding.</p><p><blockquote>是的，特斯拉主要是一家汽车制造商，但该公司与 SpaceX 的联系使其天然适合 ARKX。我认为这很有可能最终成为该基金的头号持股。</blockquote></p><p><img src=\"https://static.tigerbbs.com/bdb1d68d9fe78e392dd18fe7a6553428\" tg-width=\"1200\" tg-height=\"490\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Virgin Galactic</p><p><blockquote>维珍银河</blockquote></p><p>Richard Branson's company, which seeks to offer suborbital space flights to consumers, seems like another easy choice for this fund.<b>Virgin Galactic (SPCE)</b>has been around since 2004, but has relatively little to show over the past decade and a half. In late 2018, the company was successful in putting pilots into a suborbital space flight and returning them back to earth, but it's probably safe to say that SpaceX is in the lead having already landed a contract with NASA.</p><p><blockquote>理查德·布兰森 (Richard Branson) 的公司寻求向消费者提供亚轨道太空飞行，这似乎是该基金的另一个简单选择。<b>维珍银河 (SPCE)</b>自2004年以来一直存在，但在过去的15年里相对没有什么可展示的。2018年底，该公司成功地将飞行员送入亚轨道太空飞行并将他们送回地球，但可以肯定地说，SpaceX已经与美国宇航局签订了合同，处于领先地位。</blockquote></p><p>Still, the company's space development and name recognition make it an obvious inclusion. SPCE is already a top 20 holding in ARKQ.</p><p><blockquote>尽管如此，该公司的空间发展和知名度使其成为一个明显的包含。SPCE 已经是 ARKQ 的前 20 名控股公司。</blockquote></p><p>The Likely Candidates<img src=\"https://static.tigerbbs.com/490c0f7ea94f6691756f236306005ea5\" tg-width=\"1200\" tg-height=\"412\" referrerpolicy=\"no-referrer\"></p><p><blockquote>可能的候选人</blockquote></p><p>Maxar Technologies</p><p><blockquote>Maxar技术公司</blockquote></p><p><b>Maxar Technologies (MAXR)</b>describes itself as \"serving commercial and government missions with trusted Earth intelligence and space infrastructure\". It develops satellite and spacecraft systems, robotics, connectivity solutions, space-based communications and platforms. Basically everything someone might need to get up into space. MAXR also has a contract with NASA to develop propulsion systems for the Lunar Gateway project.</p><p><blockquote><b>Maxar 技术公司 (MAXR)</b>将自己描述为“以可信的地球情报和空间基础设施为商业和政府任务提供服务”。它开发卫星和航天器系统、机器人、连接解决方案、天基通信和平台。基本上一个人进入太空可能需要的一切。MAXR还与美国宇航局签订了合同，为月球门户项目开发推进系统。</blockquote></p><p>MAXR also happens to be the #1 holding right now in both UFO and ROKT. ARK doesn't own MAXR in its funds currently, but it would undeniably be a perfect fit for a space exploration ETF.</p><p><blockquote>MAXR也恰好是目前UFO和ROKT的头号持有者。ARK 目前的基金中没有 MAXR，但不可否认的是，它非常适合太空探索 ETF。</blockquote></p><p><img src=\"https://static.tigerbbs.com/5fb6136b0b6621fe1aad74fbea6d7dba\" tg-width=\"1200\" tg-height=\"400\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Iridium Communications</p><p><blockquote>铱星通讯</blockquote></p><p><b>Iridium Communications (IRDM)</b>specializes in satellite communications and worldwide voice & data solutions. Iridium has ties to SpaceX having used the company's Falcon 9 rockets to launch dozens of its satellites into space. In 2019, IRDM won a new contract by the Defense Information Systems Agency (DISA) to continue supporting the U.S. Department of Defense Enhanced Mobile Satellite Service (EMSS) gateway. The contract is valued at $54 million over 4.5 years.</p><p><blockquote><b>铱星通信 (IRDM)</b>专门从事卫星通信和全球语音和数据解决方案。铱星公司与 SpaceX 有联系，曾使用该公司的猎鹰 9 号火箭将数十颗卫星发射到太空。2019年，IRDM赢得了国防信息系统局（DISA）的一份新合同，继续支持美国。国防部增强移动卫星服务（EMSS）网关。该合同价值5400万美元，为期4.5年。</blockquote></p><p></p><p>IRDM is already a minor holding in the ARK Innovation ETF (ARKK), but accounts for around 3% of ARKQ. It's also the 2nd largest holding in UFO at more than 6% of assets.</p><p><blockquote>IRDM 已经是 ARK Innovation ETF (ARKK) 的少数持股，但约占 ARKQ 的 3%。它也是 UFO 的第二大持股，占资产的 6% 以上。</blockquote></p><p><img src=\"https://static.tigerbbs.com/aa0d2bb9c6874118f82a798f432605be\" tg-width=\"1200\" tg-height=\"416\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Aerojet Rocketdyne Holdings</p><p><blockquote>航空喷气火箭达因控股</blockquote></p><p>Any company that has been producing rockets and thrusters for space missions over the past several decades is a pretty obvious candidate for a space ETF.<b>Aerojet Rocketdyne Holdings (AJRD)</b>has been doing just that and it was actually the company's rockets that landed the Curiosity spacecraft on the surface of Mars.</p><p><blockquote>任何在过去几十年中一直为太空任务生产火箭和推进器的公司都是太空 ETF 的明显候选者。<b>Aerojet Rocketdyne 控股公司 (AJRD)</b>一直在这样做，实际上是该公司的火箭将好奇号飞船降落在了火星表面。</blockquote></p><p>AJRD appears in both UFO and ROKT, but in very different quantities. It accounts for just 0.2% of UFO, but 5.5% of ROKT.</p><p><blockquote>AJRD出现在UFO和ROKT中，但数量非常不同。它只占UFO的0.2%，但占ROKT的5.5%。</blockquote></p><p>The Possibilities</p><p><blockquote>可能性</blockquote></p><p>A lot of companies in the aerospace & defense sector could show up in ARKX.<b>Teledyne Technologies (TDY)</b>could very well be included as could<b>HEICO Corporation (HEI)</b>.</p><p><blockquote>航空航天和国防领域的许多公司都可能出现在ARKX上。<b>Teledyne 技术公司 (TDY)</b>很可能包括在内<b>海科公司 (HEI)</b>.</blockquote></p><p>Other names that come to mind that could make the cut are communications specialists <b>Gilat Satellite Networks (GILT)</b>and<b>Loral Space & Communications (LORL)</b>.</p><p><blockquote>我想到的其他可能入选的名字是通信专家<b>吉拉卫星网络（GILT）</b>和<b>Loral 空间与通信 (LORL)</b>.</blockquote></p><p>Best of the Rest</p><p><blockquote>其余最好的</blockquote></p><p>It's hard to get a sense of what ARK will consider exposure to the space exploration industry. Certain ETFs want a company whose sole focus in on a particular theme, while others will include any company that has even ancillary exposure (think Scotts Miracle-Gro being included in the Marijuana ETF (MJ)).</p><p><blockquote>很难了解方舟会考虑进入太空探索行业。某些 ETF 想要一家只专注于特定主题的公司，而其他 ETF 则会包括任何具有辅助风险敞口的公司（想想 Scotts Miracle-Gro 被纳入大麻 ETF (MJ)）。</blockquote></p><p>I'm guessing Cathie Wood will take the former approach. That means big industrial names, such as<b>Lockheed Martin (LMT)</b>,<b>Northrop Grunman (NOC)</b>,<b>Boeing (BA)</b>and<b>Raytheon (RTX)</b>may not show up or be included only in limited quantities.</p><p><blockquote>我猜凯茜·伍德会采取前一种方法。这意味着大型工业公司，例如<b>洛克希德·马丁公司（LMT）</b>,<b>诺斯罗普·格伦曼 (NOC)</b>,<b>波音(BA)</b>和<b>雷神公司（RTX）</b>可能不会显示或仅包含在有限的数量中。</blockquote></p><p>I would expect ARKX would ultimately be heavy in tech and communication services names with a possible overweight to industrials depending on how ARK wants to approach portfolio construction.</p><p><blockquote>我预计 ARKX 最终将大量涉足科技和通信服务领域，并可能对工业企业产生跑赢大盘，具体取决于 ARK 希望如何构建投资组合。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/etffocus/market-intelligence/ark-space-exploration-etf-look-like\">The street</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.thestreet.com/etffocus/market-intelligence/ark-space-exploration-etf-look-like","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125767984","content_text":"The ARK Space Exploration ETF (ARKX) is on the way. Here's a guess at which stocks might be included.In case you missed it, ARK recently made a hugeannouncementthat it plans on launching theARK Space Exploration ETF (ARKX)at some point in the near future. It will be the 8th fund in the ARK lineup and certainly fits in with the company's overall theme of identifying next-gen disruptive innovation.Like most of the largest ARK ETFs, ARKX will be actively-managed. When a new passively-managed ETF launches, we can often look at its underlying index right away to see what the portfolio looks like and how it has performed in the past. With ARKX being actively-managed, however, we're kind of flying blind until the fund actually launches and ARK posts the fund holdings list for the first time.Still, that doesn't prevent us from trying to forecast what stocks might show up in the fund.There are already two ETFs in existence that focus on space exploration - theProcure Space ETF (UFO)and the SPDR S&P Kensho Final Frontiers ETF (ROKT). Despite the similarity in their target strategies, the two funds have less than a 20% overlap in assets. That means their management styles and how they go about selecting components for the fund are probably pretty different. But, we can take a look at their portfolio composition to help guide us as well.We might get a better idea, though, from looking inward at the composition of existing ARK ETFs. This not gives us insight into some of the company's existing high conviction ideas, but the target strategies are probably similar enough that we'll see some crossover in the portfolios. This could especially be the case with theARK Autonomous Technology & Robotics ETF (ARKQ), which already lists space exploration as one of its target niches.Keep in mind that what I'm doing here is pure speculation. I have no inside information as to what ARKX will look like. I'm simply trying to follow the trail of clues to give us an idea of what the portfolio MIGHT end up looking like.The No BrainersTeslaThis seems like perhaps the most obvious choice of all. ARK CIO Cathie Wood is perhaps the biggestTesla (TSLA)bull out there and three ARK ETFs have 10%+ allocations to Tesla stock already. We know that ARK isn't afraid to take huge positions in this company already.Yes, Tesla is primarily an automaker, but the company's connection to SpaceX makes it a natural fit for ARKX. I think there's a good chance this could ultimately be the fund's top holding.Virgin GalacticRichard Branson's company, which seeks to offer suborbital space flights to consumers, seems like another easy choice for this fund.Virgin Galactic (SPCE)has been around since 2004, but has relatively little to show over the past decade and a half. In late 2018, the company was successful in putting pilots into a suborbital space flight and returning them back to earth, but it's probably safe to say that SpaceX is in the lead having already landed a contract with NASA.Still, the company's space development and name recognition make it an obvious inclusion. SPCE is already a top 20 holding in ARKQ.The Likely CandidatesMaxar TechnologiesMaxar Technologies (MAXR)describes itself as \"serving commercial and government missions with trusted Earth intelligence and space infrastructure\". It develops satellite and spacecraft systems, robotics, connectivity solutions, space-based communications and platforms. Basically everything someone might need to get up into space. MAXR also has a contract with NASA to develop propulsion systems for the Lunar Gateway project.MAXR also happens to be the #1 holding right now in both UFO and ROKT. ARK doesn't own MAXR in its funds currently, but it would undeniably be a perfect fit for a space exploration ETF.Iridium CommunicationsIridium Communications (IRDM)specializes in satellite communications and worldwide voice & data solutions. Iridium has ties to SpaceX having used the company's Falcon 9 rockets to launch dozens of its satellites into space. In 2019, IRDM won a new contract by the Defense Information Systems Agency (DISA) to continue supporting the U.S. Department of Defense Enhanced Mobile Satellite Service (EMSS) gateway. The contract is valued at $54 million over 4.5 years.IRDM is already a minor holding in the ARK Innovation ETF (ARKK), but accounts for around 3% of ARKQ. It's also the 2nd largest holding in UFO at more than 6% of assets.Aerojet Rocketdyne HoldingsAny company that has been producing rockets and thrusters for space missions over the past several decades is a pretty obvious candidate for a space ETF.Aerojet Rocketdyne Holdings (AJRD)has been doing just that and it was actually the company's rockets that landed the Curiosity spacecraft on the surface of Mars.AJRD appears in both UFO and ROKT, but in very different quantities. It accounts for just 0.2% of UFO, but 5.5% of ROKT.The PossibilitiesA lot of companies in the aerospace & defense sector could show up in ARKX.Teledyne Technologies (TDY)could very well be included as couldHEICO Corporation (HEI).Other names that come to mind that could make the cut are communications specialists Gilat Satellite Networks (GILT)andLoral Space & Communications (LORL).Best of the RestIt's hard to get a sense of what ARK will consider exposure to the space exploration industry. Certain ETFs want a company whose sole focus in on a particular theme, while others will include any company that has even ancillary exposure (think Scotts Miracle-Gro being included in the Marijuana ETF (MJ)).I'm guessing Cathie Wood will take the former approach. That means big industrial names, such asLockheed Martin (LMT),Northrop Grunman (NOC),Boeing (BA)andRaytheon (RTX)may not show up or be included only in limited quantities.I would expect ARKX would ultimately be heavy in tech and communication services names with a possible overweight to industrials depending on how ARK wants to approach portfolio construction.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2148,"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":14,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/311239742"}
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