Ok then_老虎社区_美港股上老虎

2021-10-20

Ok then

ARK’s Cathie Wood: Deflation's a bigger threat than inflation; here's how she's playing it<blockquote>方舟的凯西-伍德（Cathie Wood）：通货紧缩比通货膨胀构成更大的威胁；她是这样玩的</blockquote>

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":853035438,"tweetId":"853035438","gmtCreate":1634740919889,"gmtModify":1634741354205,"author":{"id":3578904373237924,"idStr":"3578904373237924","authorId":3578904373237924,"authorIdStr":"3578904373237924","name":"dw321","avatar":"https://static.tigerbbs.com/4425061ef8f6492240624ef8525e56af","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":21,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Ok then</body></html>","htmlText":"<html><head></head><body>Ok then</body></html>","text":"Ok then","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/853035438","repostId":1118967513,"repostType":4,"repost":{"id":"1118967513","kind":"news","pubTimestamp":1634729717,"share":"https://www.laohunote.com/m/news/1118967513?lang=zh_CN&edition=full","pubTime":"2021-10-20 19:35","market":"us","language":"en","title":"ARK’s Cathie Wood: Deflation's a bigger threat than inflation; here's how she's playing it<blockquote>方舟的凯西-伍德（Cathie Wood）：通货紧缩比通货膨胀构成更大的威胁；她是这样玩的</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1118967513","media":"seekingalpha","summary":"ARK Invest chief Cathie Wood reiterated her views on Tuesday that deflation rather than inflation is","content":"ARK Invest chief Cathie Wood reiterated her views on Tuesday that deflation rather than inflation is the biggest market threat, and that innovation companies like EV and fintech firms represent the best deflation hedge.<blockquote>ARK Invest 首席执行官 Cathie Wood 周二重申了她的观点，即通货紧缩而不是通货膨胀是最大的市场威胁，电动汽车和金融科技公司等创新公司代表了最好的通货紧缩对冲。</blockquote> However, all six of ARK Invest's actively managed exchange traded funds underperformed the broad-based market indexes during Q3, according to figures the quarterly report included.<blockquote>然而，根据季度报告中包含的数据，ARK Investment 旗下所有六只主动管理型交易所交易基金在第三季度的表现均逊于大盘指数。</blockquote> The ETFs also have a split performance from a year-to-date viewpoint,&nbsp;with three being positive and three being negative through 2021's first nine months.<blockquote>从年初至今的角度来看，这些 ETF 的表现也参差不齐，2021 年前 9 个月有 3 只为正值，3 只为负值。</blockquote> YTD price action on ARKs actively managed ETFs:<blockquote>ARKs 主动管理 ETF 的年初至今价格走势：</blockquote> <a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>(NYSEARCA:ARKF):&nbsp;+7.34%.<blockquote><a href=\"https://laohu8.com/S/ARKF\">方舟金融科技创新ETF</a>（NYSEARCA:ARKF）：+7.34%。</blockquote> ARK Autonomous Technology &amp; Robotics ETF(BATS:ARKQ):&nbsp;+6.37%.<blockquote>方舟自主技术与机器人 ETF（BATS:ARKQ）：+6.37%。</blockquote> <a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a>(NYSEARCA:ARKW):&nbsp;+3.48%.<blockquote><a href=\"https://laohu8.com/S/ARKW\">方舟下一代互联网ETF</a>（NYSEARCA:ARKW）：+3.48%。</blockquote> ARK Space Exploration ETF(BATS:ARKX):&nbsp;-1.55%.<blockquote>方舟太空探索 ETF（BATS：ARKX）：-1.55%。</blockquote> <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>(NYSEARCA:ARKK):&nbsp;-5.98%.<blockquote><a href=\"https://laohu8.com/S/ARKK\">方舟创新ETF</a>（NYSEARCA:ARKK）：-5.98%。</blockquote> <a href=\"https://laohu8.com/S/ARKG\">ARK Genomic Revolution Multi-Sector ETF</a>(BATS:ARKG):&nbsp;-20.87%.<blockquote><a href=\"https://laohu8.com/S/ARKG\">方舟基因组革命多板块 ETF</a>（蝙蝠：ARKG）：-20.87%。</blockquote> Daily price action: ARKK&nbsp;+2.28%, ARKQ&nbsp;+1.90%, ARKW&nbsp;+1.96%, ARKG&nbsp;+3.51%, ARKF&nbsp;+1.39%, and ARKX&nbsp;+1.38%.<blockquote>每日价格走势：ARKK+2.28%，ARKQ+1.90%，ARKW+1.96%，ARKG+3.51%，ARKF+1.39%，ARKX+1.38%。</blockquote> Below is a depiction of each fund’s momentum, expenses, dividends, risk, and asset-flows grades according to Seeking Alpha's proprietary quant ratings. For a&nbsp;more extensive analysis, you can see Seeking Alpha’s complete quantitative analysis here.<blockquote>以下是根据 Seeking Alpha 专有的量化评级对每只基金的动能、费用、股息、风险和资产流动评级的描述。如需更全面的分析，您可以点击此处查看 Seeking Alpha 的完整定量分析。</blockquote> “In ARK’s view, inflation fears have been overblown and are likely to give way to the risks of deflation,\" Wood wrote in a commentary accompanying ARK’s latest&nbsp;quarterly report.<blockquote>“伍德在 ARK 最新季度报告的评论中写道：”在 ARK 看来，通胀担忧被夸大了，很可能会让位于通货紧缩的风险。</blockquote> She wrote that market participants are beginning to focus on inventories built up not at the organizational level, but rather at the consumer households’ level due in part to the COVID-19 crisis.<blockquote>她写道，由于 COVID-19 危机，市场参与者开始关注的不是组织层面的库存，而是消费者家庭层面的库存。</blockquote> “Once the household inventory accumulation is better understood, fears could shift from inflation to deflation and sluggish growth rates,\" Wood argued.<blockquote>“伍德认为：”一旦更好地了解了家庭库存积累情况，人们的担忧可能会从通货膨胀转向通货紧缩和增长率低迷。</blockquote> She predicted that nominal GDP growth will most likely be considerably lower than expected over the next five years.<blockquote>她预测，未来五年名义GDP增长很可能会远低于预期。</blockquote> As such, Wood predicted that “scarce double-digit growth opportunities will be rewarded, and growth stocks in general and innovation-driven stocks in particular could be the prime beneficiaries.”<blockquote>因此，伍德预测，“稀缺的两位数增长机会将得到回报，成长型股票，尤其是创新驱动型股票，可能是主要受益者”。</blockquote> The financier also echoed her previously disclosed stance that the two sectors that will be \"disrupted the most by innovation during the next five years [will be] energy and financial services.\"<blockquote>这位金融家还呼应了她之前披露的立场，即“未来五年受创新颠覆最大的两个行业将是能源和金融服务”。</blockquote> Wood said that's creating opportunities&nbsp;in autonomous electric vehicles and digital wallets/cryptocurrencies -- two areas where ARK funds have focused.<blockquote>伍德表示，这为自动驾驶电动汽车和数字钱包/加密货币创造了机会——这是方舟基金关注的两个领域。</blockquote> <img src=\"https://static.tigerbbs.com/4bdd912ee6992cc32db9c19f1edbfbe3\" tg-width=\"1194\" tg-height=\"267\" width=\"100%\" height=\"auto\"><blockquote></blockquote>","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>ARK’s Cathie Wood: Deflation's a bigger threat than inflation; here's how she's playing it<blockquote>方舟的凯西-伍德（Cathie Wood）：通货紧缩比通货膨胀构成更大的威胁；她是这样玩的</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\">\nARK’s Cathie Wood: Deflation's a bigger threat than inflation; here's how she's playing it<blockquote>方舟的凯西-伍德（Cathie Wood）：通货紧缩比通货膨胀构成更大的威胁；她是这样玩的</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nseekingalpha2021-10-20 19:35\n\n</h4>\n</header>\n<article>\nARK Invest chief Cathie Wood reiterated her views on Tuesday that deflation rather than inflation is the biggest market threat, and that innovation companies like EV and fintech firms represent the best deflation hedge.<blockquote>ARK Invest 首席执行官 Cathie Wood 周二重申了她的观点，即通货紧缩而不是通货膨胀是最大的市场威胁，电动汽车和金融科技公司等创新公司代表了最好的通货紧缩对冲。</blockquote> However, all six of ARK Invest's actively managed exchange traded funds underperformed the broad-based market indexes during Q3, according to figures the quarterly report included.<blockquote>然而，根据季度报告中包含的数据，ARK Investment 旗下所有六只主动管理型交易所交易基金在第三季度的表现均逊于大盘指数。</blockquote> The ETFs also have a split performance from a year-to-date viewpoint,&nbsp;with three being positive and three being negative through 2021's first nine months.<blockquote>从年初至今的角度来看，这些 ETF 的表现也参差不齐，2021 年前 9 个月有 3 只为正值，3 只为负值。</blockquote> YTD price action on ARKs actively managed ETFs:<blockquote>ARKs 主动管理 ETF 的年初至今价格走势：</blockquote> <a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>(NYSEARCA:ARKF):&nbsp;+7.34%.<blockquote><a href=\"https://laohu8.com/S/ARKF\">方舟金融科技创新ETF</a>（NYSEARCA:ARKF）：+7.34%。</blockquote> ARK Autonomous Technology &amp; Robotics ETF(BATS:ARKQ):&nbsp;+6.37%.<blockquote>方舟自主技术与机器人 ETF（BATS:ARKQ）：+6.37%。</blockquote> <a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a>(NYSEARCA:ARKW):&nbsp;+3.48%.<blockquote><a href=\"https://laohu8.com/S/ARKW\">方舟下一代互联网ETF</a>（NYSEARCA:ARKW）：+3.48%。</blockquote> ARK Space Exploration ETF(BATS:ARKX):&nbsp;-1.55%.<blockquote>方舟太空探索 ETF（BATS：ARKX）：-1.55%。</blockquote> <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>(NYSEARCA:ARKK):&nbsp;-5.98%.<blockquote><a href=\"https://laohu8.com/S/ARKK\">方舟创新ETF</a>（NYSEARCA:ARKK）：-5.98%。</blockquote> <a href=\"https://laohu8.com/S/ARKG\">ARK Genomic Revolution Multi-Sector ETF</a>(BATS:ARKG):&nbsp;-20.87%.<blockquote><a href=\"https://laohu8.com/S/ARKG\">方舟基因组革命多板块 ETF</a>（蝙蝠：ARKG）：-20.87%。</blockquote> Daily price action: ARKK&nbsp;+2.28%, ARKQ&nbsp;+1.90%, ARKW&nbsp;+1.96%, ARKG&nbsp;+3.51%, ARKF&nbsp;+1.39%, and ARKX&nbsp;+1.38%.<blockquote>每日价格走势：ARKK+2.28%，ARKQ+1.90%，ARKW+1.96%，ARKG+3.51%，ARKF+1.39%，ARKX+1.38%。</blockquote> Below is a depiction of each fund’s momentum, expenses, dividends, risk, and asset-flows grades according to Seeking Alpha's proprietary quant ratings. For a&nbsp;more extensive analysis, you can see Seeking Alpha’s complete quantitative analysis here.<blockquote>以下是根据 Seeking Alpha 专有的量化评级对每只基金的动能、费用、股息、风险和资产流动评级的描述。如需更全面的分析，您可以点击此处查看 Seeking Alpha 的完整定量分析。</blockquote> “In ARK’s view, inflation fears have been overblown and are likely to give way to the risks of deflation,\" Wood wrote in a commentary accompanying ARK’s latest&nbsp;quarterly report.<blockquote>“伍德在 ARK 最新季度报告的评论中写道：”在 ARK 看来，通胀担忧被夸大了，很可能会让位于通货紧缩的风险。</blockquote> She wrote that market participants are beginning to focus on inventories built up not at the organizational level, but rather at the consumer households’ level due in part to the COVID-19 crisis.<blockquote>她写道，由于 COVID-19 危机，市场参与者开始关注的不是组织层面的库存，而是消费者家庭层面的库存。</blockquote> “Once the household inventory accumulation is better understood, fears could shift from inflation to deflation and sluggish growth rates,\" Wood argued.<blockquote>“伍德认为：”一旦更好地了解了家庭库存积累情况，人们的担忧可能会从通货膨胀转向通货紧缩和增长率低迷。</blockquote> She predicted that nominal GDP growth will most likely be considerably lower than expected over the next five years.<blockquote>她预测，未来五年名义GDP增长很可能会远低于预期。</blockquote> As such, Wood predicted that “scarce double-digit growth opportunities will be rewarded, and growth stocks in general and innovation-driven stocks in particular could be the prime beneficiaries.”<blockquote>因此，伍德预测，“稀缺的两位数增长机会将得到回报，成长型股票，尤其是创新驱动型股票，可能是主要受益者”。</blockquote> The financier also echoed her previously disclosed stance that the two sectors that will be \"disrupted the most by innovation during the next five years [will be] energy and financial services.\"<blockquote>这位金融家还呼应了她之前披露的立场，即“未来五年受创新颠覆最大的两个行业将是能源和金融服务”。</blockquote> Wood said that's creating opportunities&nbsp;in autonomous electric vehicles and digital wallets/cryptocurrencies -- two areas where ARK funds have focused.<blockquote>伍德表示，这为自动驾驶电动汽车和数字钱包/加密货币创造了机会——这是方舟基金关注的两个领域。</blockquote> <img src=\"https://static.tigerbbs.com/4bdd912ee6992cc32db9c19f1edbfbe3\" tg-width=\"1194\" tg-height=\"267\" width=\"100%\" height=\"auto\"><blockquote></blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://seekingalpha.com/news/3755139-arks-q3-report-in-arks-view-inflation-fears-have-been-overblown\">seekingalpha</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/news/3755139-arks-q3-report-in-arks-view-inflation-fears-have-been-overblown","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118967513","content_text":"ARK Invest chief Cathie Wood reiterated her views on Tuesday that deflation rather than inflation is the biggest market threat, and that innovation companies like EV and fintech firms represent the best deflation hedge.\nHowever, all six of ARK Invest's actively managed exchange traded funds underperformed the broad-based market indexes during Q3, according to figures the quarterly report included.\nThe ETFs also have a split performance from a year-to-date viewpoint, with three being positive and three being negative through 2021's first nine months.\nYTD price action on ARKs actively managed ETFs:\nARK Fintech Innovation ETF(NYSEARCA:ARKF): +7.34%.\nARK Autonomous Technology & Robotics ETF(BATS:ARKQ): +6.37%.\nARK Next Generation Internet ETF(NYSEARCA:ARKW): +3.48%.\nARK Space Exploration ETF(BATS:ARKX): -1.55%.\nARK Innovation ETF(NYSEARCA:ARKK): -5.98%.\nARK Genomic Revolution Multi-Sector ETF(BATS:ARKG): -20.87%.\nDaily price action: ARKK +2.28%, ARKQ +1.90%, ARKW +1.96%, ARKG +3.51%, ARKF +1.39%, and ARKX +1.38%.\nBelow is a depiction of each fund’s momentum, expenses, dividends, risk, and asset-flows grades according to Seeking Alpha's proprietary quant ratings. For a more extensive analysis, you can see Seeking Alpha’s complete quantitative analysis here.\n“In ARK’s view, inflation fears have been overblown and are likely to give way to the risks of deflation,\" Wood wrote in a commentary accompanying ARK’s latest quarterly report.\nShe wrote that market participants are beginning to focus on inventories built up not at the organizational level, but rather at the consumer households’ level due in part to the COVID-19 crisis.\n“Once the household inventory accumulation is better understood, fears could shift from inflation to deflation and sluggish growth rates,\" Wood argued.\nShe predicted that nominal GDP growth will most likely be considerably lower than expected over the next five years.\nAs such, Wood predicted that “scarce double-digit growth opportunities will be rewarded, and growth stocks in general and innovation-driven stocks in particular could be the prime beneficiaries.”\nThe financier also echoed her previously disclosed stance that the two sectors that will be \"disrupted the most by innovation during the next five years [will be] energy and financial services.\"\nWood said that's creating opportunities in autonomous electric vehicles and digital wallets/cryptocurrencies -- two areas where ARK funds have focused.","news_type":1,"symbols_score_info":{"ARKIU":0.9}},"isVote":1,"tweetType":1,"viewCount":2896,"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,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/853035438"}