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2021-11-30
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Cathie Wood Is Testing ‘ARK on Steroids.’ She Wants to Bet Against Disruption’s Victims.<blockquote>凯茜-伍德（Cathie Wood）正在测试《类固醇方舟》。她想和破坏的受害者打赌。</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":609209401,"tweetId":"609209401","gmtCreate":1638283811617,"gmtModify":1638283811617,"author":{"id":3581905304322072,"idStr":"3581905304322072","authorId":3581905304322072,"authorIdStr":"3581905304322072","name":"Firecookies","avatar":"https://static.tigerbbs.com/535d566c31661a1ca0fe7641064aea02","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":2,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>Like pl thanks</p></body></html>","htmlText":"<html><head></head><body><p>Like pl thanks</p></body></html>","text":"Like pl thanks","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/609209401","repostId":1108125446,"repostType":2,"repost":{"id":"1108125446","kind":"news","pubTimestamp":1637802593,"share":"https://www.laohunote.com/m/news/1108125446?lang=zh_CN&edition=full","pubTime":"2021-11-25 09:09","market":"us","language":"en","title":"Cathie Wood Is Testing ‘ARK on Steroids.’ She Wants to Bet Against Disruption’s Victims.<blockquote>凯茜-伍德（Cathie Wood）正在测试《类固醇方舟》。她想和破坏的受害者打赌。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1108125446","media":"Barrons","summary":"Cathie Wood’s investment firm, known for investing in companies that are shaking up their industries","content":"<p>Cathie Wood’s investment firm, known for investing in companies that are shaking up their industries, is testing a portfolio that would let her bet against the corporate victims of that disruption.</p><p><blockquote>凯西-伍德（Cathie Wood）的投资公司以投资那些正在改变行业的公司而闻名，该公司正在测试一个投资组合，让她可以押注那些颠覆的企业受害者。</blockquote></p><p> Wood, a widely followed stock picker, founded and runs the asset-management firm ARK Invest. ARK currently offers six actively managed exchange-traded funds, but none have the capability to short stocks––borrowing shares and selling them later in a bet that prices would drop.</p><p><blockquote>伍德是一位广受关注的选股者，他创立并经营着资产管理公司 ARK Invest。ARK 目前提供六只主动管理的交易所交易基金，但没有一只具备做空股票的能力——借入股票并在稍后出售，押注价格会下跌。</blockquote></p><p> The new portfolio, currently being tested internally, would be able to not only own stocks, but also to short them, Wood told CNBC on Wednesday, She plans to focus her short selling on stocks in big benchmarks that are vulnerable to innovation-driven changes. The CEO characterized the new approach as “ARK on steroids.”</p><p><blockquote>伍德周三对 CNBC 表示，目前正在内部测试的新投资组合不仅能够持有股票，还可以做空股票，她计划将卖空重点放在容易受到创新驱动变化影响的大型基准股票上。这位首席执行官将这种新方法描述为 “类固醇方舟”。</blockquote></p><p> “We think the benchmarks are where the big risks are longer-term, because they are filling up with value traps––those companies that have done very well historically but are going to be disintermediated and disrupted by the massive amount of innovation that’s taking place,” she said.</p><p><blockquote>“她说：”我们认为，基准是长期风险较大的地方，因为它们充满了价值陷阱--这些公司在历史上表现非常出色，但将被去中介化，并被正在进行的大量创新所颠覆。</blockquote></p><p> ARK ETFs are known for focusing solely on innovators and industry disrupters like Tesla (ticker: TSLA) and Square (SQ). Some of the top-performing funds in 2020, the ARK ETFs soared wildly during the pandemic, garnering billions of dollars in assets from retail investors.</p><p><blockquote>方舟 ETF 以专注于特斯拉（股票代码：TSLA）和 Square (SQ) 等创新者和行业颠覆者而闻名。作为 2020 年表现最好的基金之一，ARK ETF 在疫情期间大幅飙升，从散户投资者那里获得了数十亿美元的资产。</blockquote></p><p> This year, though, the ARK funds have been struggling to repeat their spectacular performance. The flagship ARK Innovation ETF (ARKK), which gained 149% in 2020, is down 15% so far in 2021. The ARK Genomic Revolution ETF (ARKG) is down 31% this year after surging 178% in 2020. The S&P 500 index has risen 25% year to date.</p><p><blockquote>然而今年，方舟基金一直在努力重复其出色的表现。旗舰 ARK Innovation ETF (ARKK) 在 2020 年上涨了 149%，但在 2021 年迄今已下跌了 15%。ARK Genomic Revolution ETF (ARKG) 继 2020 年飙升 178% 后，今年下跌了 31%。标普500指数今年迄今已上涨 25%。</blockquote></p><p> Disruptive innovation––including DNA sequencing, robotics, energy storage, artificial intelligence, and blockchain––is currently priced between $10 trillion and $15 trillion in the global public market, says Wood. She believes that in 10 years, they’ll be worth $200 trillion.</p><p><blockquote>伍德说，颠覆性创新——包括DNA测序、机器人、能源存储、人工智能和区块链——目前在全球公开市场上的价格在10万亿美元到15万亿美元之间。她认为，10 年后，它们的价值将达到 200 万亿美元。</blockquote></p><p> But this year, investors have favored cheaper cyclical stocks that could benefit from the postpandemic recovery. ARK doubters believe that highflying names in ARK funds’ portfolios are too pricey, especially in an inflationary environment where growth companies’ future cash flows are considered less valuable today.</p><p><blockquote>但今年，投资者青睐可能受益于大流行后复苏的更便宜的周期性股票。ARK 的怀疑者认为，ARK 基金投资组合中的大牌股票价格过高，尤其是在通货膨胀的环境下，成长型公司的未来现金流在今天被认为价值较低。</blockquote></p><p> An increasing number of bears have been borrowing shares of ARK ETFs and selling them short, hoping to profit from a price drop. There is even an “anti-ARK” ETF––the Tuttle Capital Short Innovation ETF (SARK) launched two weeks ago––that tracks the inverse performance of the ARK Innovation ETF through swaps contracts.</p><p><blockquote>越来越多的空头一直在借入 ARK ETF 股票并卖空，希望从价格下跌中获利。甚至还有一只 “反方舟 ”ETF--两周前推出的塔特尔资本空头创新ETF（SARK）--通过掉期合约追踪方舟创新ETF的反向表现。</blockquote></p><p> The ability to short stocks could make ARK funds even more volatile than they are today. But Wood doesn’t think the current inflation––and its negative impact on her stock picks––will last. She has repeatedly said that the economy’s long-term trend is deflation rather than inflation, due to the downward price pressure coming from technology innovation.</p><p><blockquote>做空股票的能力可能会使方舟基金比现在更加波动。但伍德并不认为当前的通货膨胀--及其对她选股的负面影响--会持续下去。她曾多次表示，由于技术创新带来的价格下行压力，经济的长期趋势是通货紧缩而不是通货膨胀。</blockquote></p><p></p>","source":"lsy1601382232898","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>Cathie Wood Is Testing ‘ARK on Steroids.’ She Wants to Bet Against Disruption’s Victims.<blockquote>凯茜-伍德（Cathie Wood）正在测试《类固醇方舟》。她想和破坏的受害者打赌。</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\">\nCathie Wood Is Testing ‘ARK on Steroids.’ She Wants to Bet Against Disruption’s Victims.<blockquote>凯茜-伍德（Cathie Wood）正在测试《类固醇方舟》。她想和破坏的受害者打赌。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-25 09:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Cathie Wood’s investment firm, known for investing in companies that are shaking up their industries, is testing a portfolio that would let her bet against the corporate victims of that disruption.</p><p><blockquote>凯西-伍德（Cathie Wood）的投资公司以投资那些正在改变行业的公司而闻名，该公司正在测试一个投资组合，让她可以押注那些颠覆的企业受害者。</blockquote></p><p> Wood, a widely followed stock picker, founded and runs the asset-management firm ARK Invest. ARK currently offers six actively managed exchange-traded funds, but none have the capability to short stocks––borrowing shares and selling them later in a bet that prices would drop.</p><p><blockquote>伍德是一位广受关注的选股者，他创立并经营着资产管理公司 ARK Invest。ARK 目前提供六只主动管理的交易所交易基金，但没有一只具备做空股票的能力——借入股票并在稍后出售，押注价格会下跌。</blockquote></p><p> The new portfolio, currently being tested internally, would be able to not only own stocks, but also to short them, Wood told CNBC on Wednesday, She plans to focus her short selling on stocks in big benchmarks that are vulnerable to innovation-driven changes. The CEO characterized the new approach as “ARK on steroids.”</p><p><blockquote>伍德周三对 CNBC 表示，目前正在内部测试的新投资组合不仅能够持有股票，还可以做空股票，她计划将卖空重点放在容易受到创新驱动变化影响的大型基准股票上。这位首席执行官将这种新方法描述为 “类固醇方舟”。</blockquote></p><p> “We think the benchmarks are where the big risks are longer-term, because they are filling up with value traps––those companies that have done very well historically but are going to be disintermediated and disrupted by the massive amount of innovation that’s taking place,” she said.</p><p><blockquote>“她说：”我们认为，基准是长期风险较大的地方，因为它们充满了价值陷阱--这些公司在历史上表现非常出色，但将被去中介化，并被正在进行的大量创新所颠覆。</blockquote></p><p> ARK ETFs are known for focusing solely on innovators and industry disrupters like Tesla (ticker: TSLA) and Square (SQ). Some of the top-performing funds in 2020, the ARK ETFs soared wildly during the pandemic, garnering billions of dollars in assets from retail investors.</p><p><blockquote>方舟 ETF 以专注于特斯拉（股票代码：TSLA）和 Square (SQ) 等创新者和行业颠覆者而闻名。作为 2020 年表现最好的基金之一，ARK ETF 在疫情期间大幅飙升，从散户投资者那里获得了数十亿美元的资产。</blockquote></p><p> This year, though, the ARK funds have been struggling to repeat their spectacular performance. The flagship ARK Innovation ETF (ARKK), which gained 149% in 2020, is down 15% so far in 2021. The ARK Genomic Revolution ETF (ARKG) is down 31% this year after surging 178% in 2020. The S&P 500 index has risen 25% year to date.</p><p><blockquote>然而今年，方舟基金一直在努力重复其出色的表现。旗舰 ARK Innovation ETF (ARKK) 在 2020 年上涨了 149%，但在 2021 年迄今已下跌了 15%。ARK Genomic Revolution ETF (ARKG) 继 2020 年飙升 178% 后，今年下跌了 31%。标普500指数今年迄今已上涨 25%。</blockquote></p><p> Disruptive innovation––including DNA sequencing, robotics, energy storage, artificial intelligence, and blockchain––is currently priced between $10 trillion and $15 trillion in the global public market, says Wood. She believes that in 10 years, they’ll be worth $200 trillion.</p><p><blockquote>伍德说，颠覆性创新——包括DNA测序、机器人、能源存储、人工智能和区块链——目前在全球公开市场上的价格在10万亿美元到15万亿美元之间。她认为，10 年后，它们的价值将达到 200 万亿美元。</blockquote></p><p> But this year, investors have favored cheaper cyclical stocks that could benefit from the postpandemic recovery. ARK doubters believe that highflying names in ARK funds’ portfolios are too pricey, especially in an inflationary environment where growth companies’ future cash flows are considered less valuable today.</p><p><blockquote>但今年，投资者青睐可能受益于大流行后复苏的更便宜的周期性股票。ARK 的怀疑者认为，ARK 基金投资组合中的大牌股票价格过高，尤其是在通货膨胀的环境下，成长型公司的未来现金流在今天被认为价值较低。</blockquote></p><p> An increasing number of bears have been borrowing shares of ARK ETFs and selling them short, hoping to profit from a price drop. There is even an “anti-ARK” ETF––the Tuttle Capital Short Innovation ETF (SARK) launched two weeks ago––that tracks the inverse performance of the ARK Innovation ETF through swaps contracts.</p><p><blockquote>越来越多的空头一直在借入 ARK ETF 股票并卖空，希望从价格下跌中获利。甚至还有一只 “反方舟 ”ETF--两周前推出的塔特尔资本空头创新ETF（SARK）--通过掉期合约追踪方舟创新ETF的反向表现。</blockquote></p><p> The ability to short stocks could make ARK funds even more volatile than they are today. But Wood doesn’t think the current inflation––and its negative impact on her stock picks––will last. She has repeatedly said that the economy’s long-term trend is deflation rather than inflation, due to the downward price pressure coming from technology innovation.</p><p><blockquote>做空股票的能力可能会使方舟基金比现在更加波动。但伍德并不认为当前的通货膨胀--及其对她选股的负面影响--会持续下去。她曾多次表示，由于技术创新带来的价格下行压力，经济的长期趋势是通货紧缩而不是通货膨胀。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/cathie-wood-ark-invest-short-selling-51637788917?mod=hp_LATEST\">Barrons</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":{"ARKK":"ARK Innovation ETF","SARK":"Tradr 1X Short Innovation Daily ETF","ARKG":"ARK Genomic Revolution ETF"},"source_url":"https://www.barrons.com/articles/cathie-wood-ark-invest-short-selling-51637788917?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108125446","content_text":"Cathie Wood’s investment firm, known for investing in companies that are shaking up their industries, is testing a portfolio that would let her bet against the corporate victims of that disruption.\nWood, a widely followed stock picker, founded and runs the asset-management firm ARK Invest. ARK currently offers six actively managed exchange-traded funds, but none have the capability to short stocks––borrowing shares and selling them later in a bet that prices would drop.\nThe new portfolio, currently being tested internally, would be able to not only own stocks, but also to short them, Wood told CNBC on Wednesday, She plans to focus her short selling on stocks in big benchmarks that are vulnerable to innovation-driven changes. The CEO characterized the new approach as “ARK on steroids.”\n“We think the benchmarks are where the big risks are longer-term, because they are filling up with value traps––those companies that have done very well historically but are going to be disintermediated and disrupted by the massive amount of innovation that’s taking place,” she said.\nARK ETFs are known for focusing solely on innovators and industry disrupters like Tesla (ticker: TSLA) and Square (SQ). Some of the top-performing funds in 2020, the ARK ETFs soared wildly during the pandemic, garnering billions of dollars in assets from retail investors.\nThis year, though, the ARK funds have been struggling to repeat their spectacular performance. The flagship ARK Innovation ETF (ARKK), which gained 149% in 2020, is down 15% so far in 2021. The ARK Genomic Revolution ETF (ARKG) is down 31% this year after surging 178% in 2020. The S&P 500 index has risen 25% year to date.\nDisruptive innovation––including DNA sequencing, robotics, energy storage, artificial intelligence, and blockchain––is currently priced between $10 trillion and $15 trillion in the global public market, says Wood. She believes that in 10 years, they’ll be worth $200 trillion.\nBut this year, investors have favored cheaper cyclical stocks that could benefit from the postpandemic recovery. ARK doubters believe that highflying names in ARK funds’ portfolios are too pricey, especially in an inflationary environment where growth companies’ future cash flows are considered less valuable today.\nAn increasing number of bears have been borrowing shares of ARK ETFs and selling them short, hoping to profit from a price drop. There is even an “anti-ARK” ETF––the Tuttle Capital Short Innovation ETF (SARK) launched two weeks ago––that tracks the inverse performance of the ARK Innovation ETF through swaps contracts.\nThe ability to short stocks could make ARK funds even more volatile than they are today. But Wood doesn’t think the current inflation––and its negative impact on her stock picks––will last. She has repeatedly said that the economy’s long-term trend is deflation rather than inflation, due to the downward price pressure coming from technology innovation.","news_type":1,"symbols_score_info":{"ARKG":0.9,"SARK":0.9,"ARKK":0.9}},"isVote":1,"tweetType":1,"viewCount":3935,"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":12,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/609209401"}
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