Jimmy365
2022-01-20
Okok
Cathie Wood: in Our View, the Real Bubble Could Be Building in Such So-Called “Value” Stocks<blockquote>凯西-伍德（Cathie Wood）：我们认为，真正的泡沫可能正在这些所谓的 “价值 ”股票中形成。</blockquote>
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Growth stocks and innovation-driven stocks could be the prime beneficiaries."</p><p><blockquote>在这种情况下，伍德和她的团队认为，“名义GDP增长很可能远低于预期，这表明稀缺的两位数增长机会将得到相应回报。成长型股票和创新驱动型股票可能是主要受益者。”</blockquote></p><p>Below is Cathie Wood's six actively managed ETFs along with their YTD performance:</p><p><blockquote>以下是 Cathie Wood 的六只主动管理型 ETF 及其年初至今的表现：</blockquote></p><p>ARK Innovation ETF (NYSEARCA:ARKK) -20%, ARK Fintech Innovation ETF (NYSEARCA:ARKF) -18.9%, ARK Autonomous Technology & Robotics ETF (BATS:ARKQ) -12.4%, ARK Next Generation Internet ETF (NYSEARCA:ARKW) -18%, ARK Genomic Revolution Multi-Sector ETF (BATS:ARKG) -21.6%, and ARK Space Exploration ETF (BATS:ARKX) -9.9%.</p><p><blockquote>方舟创新 ETF (NYSEARCA:ARKK) -20%、方舟金融科技创新 ETF (NYSEARCA:ARKF) -18.9%、方舟自主技术与机器人 ETF (BATS:ARKQ) -12.4%、方舟下一代互联网 ETF (NYSEARCA:ARKW) -18%、方舟基因组革命多部门 ETF (BATS:ARKG) -21.6%，方舟太空探索 ETF (BATS:ARKX) -9.9%。</blockquote></p><p>In other ARK-related news, Tesla lost its top-weighted position inside of Cathie Wood's ARK Next Generation Internet ETF.</p><p><blockquote>在其他与 ARK 相关的新闻中，特斯拉失去了 Cathie Wood 的 ARK 下一代互联网 ETF 中的最高权重头寸。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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}\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: in Our View, the Real Bubble Could Be Building in Such So-Called “Value” Stocks<blockquote>凯西-伍德（Cathie Wood）：我们认为，真正的泡沫可能正在这些所谓的 “价值 ”股票中形成。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2022-01-20 10:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Cathie Wood believes that if a market bubble is growing, it is being created within value stocks and not growth names.</p><p><blockquote><html><head></head><body>凯西·伍德认为，如果市场泡沫正在增长，那么它是在价值股而不是成长型股票中产生的。</body></html></blockquote></p><p>"In our view, the real bubble could be building in such so-called "value" stocks with much higher valuations in the context of a five-year investment time horizon as opposed to last year," Cathie Wood wrote in ARK's latest quarterly report.</p><p><blockquote>凯西·伍德 (Cathie Wood) 在 ARK 最新的季度报告中写道：“我们认为，真正的泡沫可能是在五年投资时间范围内估值比去年高得多的所谓‘价值’股票中形成的。”</blockquote></p><p>Wood added: "Meanwhile, the valuations of many innovation related stocks have been cut in half."</p><p><blockquote>伍德补充道：“与此同时，许多创新相关股票的估值已经减半。”</blockquote></p><p>Moreover, in ARK's quarterly commentary report it also states: "In our view, long-term inflation fears are overblown because inventories are stacking up in the face of weak consumption."</p><p><blockquote>此外，在ARK的季度评论报告中还表示：“我们认为，长期通胀担忧被夸大了，因为面对消费疲软，库存正在堆积。”</blockquote></p><p>It's ARK's view that the real risk to the market outlook is deflation versus inflation.</p><p><blockquote>方舟认为，市场前景的真正风险是通货紧缩与通货膨胀。</blockquote></p><p>In that case, Wood and her team believe that "nominal GDP growth is likely to be much lower than expected, suggesting that scarce double-digit growth opportunities will be rewarded accordingly. Growth stocks and innovation-driven stocks could be the prime beneficiaries."</p><p><blockquote>在这种情况下，伍德和她的团队认为，“名义GDP增长很可能远低于预期，这表明稀缺的两位数增长机会将得到相应回报。成长型股票和创新驱动型股票可能是主要受益者。”</blockquote></p><p>Below is Cathie Wood's six actively managed ETFs along with their YTD performance:</p><p><blockquote>以下是 Cathie Wood 的六只主动管理型 ETF 及其年初至今的表现：</blockquote></p><p>ARK Innovation ETF (NYSEARCA:ARKK) -20%, ARK Fintech Innovation ETF (NYSEARCA:ARKF) -18.9%, ARK Autonomous Technology & Robotics ETF (BATS:ARKQ) -12.4%, ARK Next Generation Internet ETF (NYSEARCA:ARKW) -18%, ARK Genomic Revolution Multi-Sector ETF (BATS:ARKG) -21.6%, and ARK Space Exploration ETF (BATS:ARKX) -9.9%.</p><p><blockquote>方舟创新 ETF (NYSEARCA:ARKK) -20%、方舟金融科技创新 ETF (NYSEARCA:ARKF) -18.9%、方舟自主技术与机器人 ETF (BATS:ARKQ) -12.4%、方舟下一代互联网 ETF (NYSEARCA:ARKW) -18%、方舟基因组革命多部门 ETF (BATS:ARKG) -21.6%，方舟太空探索 ETF (BATS:ARKX) -9.9%。</blockquote></p><p>In other ARK-related news, Tesla lost its top-weighted position inside of Cathie Wood's ARK Next Generation Internet ETF.</p><p><blockquote>在其他与 ARK 相关的新闻中，特斯拉失去了 Cathie Wood 的 ARK 下一代互联网 ETF 中的最高权重头寸。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3789355-cathie-wood-in-our-view-the-real-bubble-could-be-building-in-such-so-called-value-stocks\">Seeking Alpha</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"},"source_url":"https://seekingalpha.com/news/3789355-cathie-wood-in-our-view-the-real-bubble-could-be-building-in-such-so-called-value-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167524638","content_text":"Cathie Wood believes that if a market bubble is growing, it is being created within value stocks and not growth names.\"In our view, the real bubble could be building in such so-called \"value\" stocks with much higher valuations in the context of a five-year investment time horizon as opposed to last year,\" Cathie Wood wrote in ARK's latest quarterly report.Wood added: \"Meanwhile, the valuations of many innovation related stocks have been cut in half.\"Moreover, in ARK's quarterly commentary report it also states: \"In our view, long-term inflation fears are overblown because inventories are stacking up in the face of weak consumption.\"It's ARK's view that the real risk to the market outlook is deflation versus inflation.In that case, Wood and her team believe that \"nominal GDP growth is likely to be much lower than expected, suggesting that scarce double-digit growth opportunities will be rewarded accordingly. Growth stocks and innovation-driven stocks could be the prime beneficiaries.\"Below is Cathie Wood's six actively managed ETFs along with their YTD performance:ARK Innovation ETF (NYSEARCA:ARKK) -20%, ARK Fintech Innovation ETF (NYSEARCA:ARKF) -18.9%, ARK Autonomous Technology & Robotics ETF (BATS:ARKQ) -12.4%, ARK Next Generation Internet ETF (NYSEARCA:ARKW) -18%, ARK Genomic Revolution Multi-Sector ETF (BATS:ARKG) -21.6%, and ARK Space Exploration ETF (BATS:ARKX) -9.9%.In other ARK-related news, Tesla lost its top-weighted position inside of Cathie Wood's ARK Next Generation Internet ETF.","news_type":1,"symbols_score_info":{"ARKK":0.9}},"isVote":1,"tweetType":1,"viewCount":1465,"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":4,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/630079832"}
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