+关注
darren0409
暂无个人介绍
IP属地：未知
4
关注
2
粉丝
0
主题
0
勋章
主贴
热门
darren0409
2021-06-15
$AMC Entertainment(AMC)$
to the moon
darren0409
2021-03-16
Nice
Investing's newest superstar is having a rough month<blockquote>投资界的最新超级巨星度过了艰难的一个月</blockquote>
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3573272039467213","uuid":"3573272039467213","gmtCreate":1610180815407,"gmtModify":1616305961361,"name":"darren0409","pinyin":"darren0409","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/6c499d04384e90afc0709311668dfd17","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":4,"tweetSize":2,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"60.66%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.05.31","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"80.65%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":187120815,"gmtCreate":1623747257037,"gmtModify":1634029199049,"author":{"id":"3573272039467213","authorId":"3573272039467213","name":"darren0409","avatar":"https://static.tigerbbs.com/6c499d04384e90afc0709311668dfd17","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573272039467213","idStr":"3573272039467213"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>to the moon","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>to the moon","text":"$AMC Entertainment(AMC)$to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/187120815","isVote":1,"tweetType":1,"viewCount":531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325655227,"gmtCreate":1615897697069,"gmtModify":1703494648532,"author":{"id":"3573272039467213","authorId":"3573272039467213","name":"darren0409","avatar":"https://static.tigerbbs.com/6c499d04384e90afc0709311668dfd17","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573272039467213","idStr":"3573272039467213"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":31,"repostSize":0,"link":"https://laohu8.com/post/325655227","repostId":"1162845907","repostType":2,"repost":{"id":"1162845907","kind":"news","pubTimestamp":1615878934,"share":"https://www.laohu8.com/m/news/1162845907?lang=zh_CN&edition=full","pubTime":"2021-03-16 15:15","market":"us","language":"en","title":"Investing's newest superstar is having a rough month<blockquote>投资界的最新超级巨星度过了艰难的一个月</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1162845907","media":"CNN Business","summary":"New York (CNN Business) - Cathie Wood of ARK Invest has become one of the top investment voices on W","content":"<p><b>New York (CNN Business) - </b>Cathie Wood of ARK Invest has become one of the top investment voices on Wall Street over the past few years, thanks to big bets onTesla (TSLA),Square (SQ),Roku (ROKU) and other momentum stocks.</p><p><blockquote><b>纽约（CNN商业）——</b>ARK Invest的凯西·伍德(Cathie Wood)在过去几年中已成为华尔街最重要的投资声音之一，这要归功于对特斯拉(TSLA)、Square(SQ)、Roku(SQ)和其他动量股的大举押注。</blockquote></p><p>But investors need an iron-cast stomach to deal with the recent gut-wrenching volatility in her company's ARK exchange-traded funds.</p><p><blockquote>但投资者需要坚强的毅力来应对她公司方舟交易所交易基金最近令人心痛的波动。</blockquote></p><p>The ARK Innovation ETF(ARKK), which has Tesla as its top holding, is just one of the ARK funds that have been on a wild roller coaster ride as of late.</p><p><blockquote>以特斯拉为最大持股的ARK Innovation ETF(ARKK)只是最近经历疯狂过山车的ARK基金之一。</blockquote></p><p>Tesla makes up more than 10% of the fund's assets — so Wood's success is closely aligned with what the market thinks of Elon Musk. Tesla has soared 25% in just the past five days but is still more than 20% off its record high.</p><p><blockquote>特斯拉占该基金资产的10%以上，因此Wood的成功与市场对Elon Musk的看法密切相关。特斯拉在过去五天内飙升了25%，但仍较历史高点低20%以上。</blockquote></p><p>As such, the ARK Innovation ETF is up more than 15% in the past week and nearly 200% in the past 12 months. But it's down almost 20% from its 52-week high due to a plunge in the past month.</p><p><blockquote>因此，ARK Innovation ETF在过去一周上涨了15%以上，在过去12个月内上涨了近200%。但由于过去一个月的暴跌，该指数较52周高点下跌了近20%。</blockquote></p><p>It's a similar story of big swings for other ARK ETFs that focus onautonomous technology and robotics (ARKQ),genomics (ARKG),next-generation internet services (ARKW) and fintech (ARKF). The company is also planning to launch a space exploration ETF.</p><p><blockquote>其他专注于自主技术和机器人(ARKQ)、基因组学(ARKG)、下一代互联网服务(ARKW)和金融科技(ARKF)的ARK ETF也出现了类似的大幅波动。该公司还计划推出太空探索ETF。</blockquote></p><p>But Wood and her colleagues embrace the volatility that comes with investing in momentum stocks.</p><p><blockquote>但伍德和她的同事接受投资动量股带来的波动性。</blockquote></p><p>She wrote in a letter to shareholders at the end of December that \"innovation is evolving at such a rapid pace that traditional equity and fixed income benchmarks are being populated increasingly by so-called value traps, stocks and bonds that are 'cheap' for a reason.\"</p><p><blockquote>她在12月底致股东的一封信中写道，“创新发展速度如此之快，以至于传统的股票和固定收益基准越来越多地被所谓的价值陷阱、‘便宜’的股票和债券所占据。”</blockquote></p><p>Wood added that investors need to avoid these traps by \"avoiding industries and companies in the crosshairs of 'creative destruction.'\"</p><p><blockquote>伍德补充说，投资者需要通过“避免成为‘创造性破坏’目标的行业和公司”来避免这些陷阱。</blockquote></p><p><b>Betting that the value rally may not last much longer</b></p><p><blockquote><b>押注价值反弹可能不会持续太久</b></blockquote></p><p>CNN Business spoke to ARK Invest's Ren Leggi about the firm's big and bold stock bets. Leggi works closely with Wood on investment decisions as the company's client portfolio manager.</p><p><blockquote>CNN Business采访了ARK Invest的Ren Leggi，了解了该公司大规模而大胆的股票押注。作为公司的客户投资组合经理，Leggi与Wood在投资决策上密切合作。</blockquote></p><p>Leggi isn't worried that investors are going to bail on Big Tech companies like Tesla, the FAANGs and other growth companies. He thinks the recent move into banks, oil stocks and retailers is a \"short-lived rotation into value stocks.\"</p><p><blockquote>莱吉并不担心投资者会放弃特斯拉、FAANGs等大型科技公司和其他成长型公司。他认为最近进入银行、石油股和零售商的举动是“短暂地转向价值股”。</blockquote></p><p>\"Value industries are becoming more and more vulnerable to disruption,\" Leggi added, noting that Wood and the rest of the ARK team are thinking about investments over a five- to 10-year horizon.</p><p><blockquote>莱吉补充道：“价值行业越来越容易受到颠覆。”他指出，伍德和ARK团队的其他成员正在考虑5到10年的投资。</blockquote></p><p>That's why ARK is happy to bet even more on the companies it is most bullish on when their stock prices go down, Leggi said.</p><p><blockquote>Leggi表示，这就是为什么ARK很乐意在股价下跌时对其最看好的公司进行更多押注。</blockquote></p><p>\"If there are dislocations in market and big sell-offs, that doesn't scare us. It excites us because you can pick up a good stock at a lower price,\" he said, adding that volatility can create good buying opportunities.</p><p><blockquote>“如果市场出现混乱和大规模抛售，这不会吓到我们。这让我们兴奋，因为你可以以更低的价格买到一只好股票，”他说，并补充说波动可以创造良好的买入机会。</blockquote></p><p>That's why ARK has bought even more Tesla shares during its recent sell-off.</p><p><blockquote>这就是为什么方舟在最近的抛售中购买了更多特斯拉股票。</blockquote></p><p>\"Cathie has been focusing on Tesla for a long time. She looks at it not just as an automobile manufacturer. You can't compare it to traditional car companies,\" Leggi said, adding that Tesla's growing clout with autonomous driving technology will lead to even more recurring revenue.</p><p><blockquote>“Cathie长期以来一直关注特斯拉。她不仅仅将其视为一家汽车制造商。你不能将其与传统汽车公司相提并论，”Leggi表示，并补充说，特斯拉在自动驾驶技术方面日益增长的影响力将带来更多经常性收入。</blockquote></p><p>While Wood and ARK are most known for their bullish stance on Tesla, the funds have top holdings in many other innovative companies as well.</p><p><blockquote>虽然伍德和方舟以其对特斯拉的看涨立场而闻名，但这些基金也持有许多其他创新公司的重仓股。</blockquote></p><p>Leggi thinks Square will remain a leader in digital payments thanks to its Cash app, and that Roku will remain a leader in streaming video. He noted thatTeladoc (TDOC) is a top holding in several ARK funds too because of its leadership in virtual health.</p><p><blockquote>Leggi认为，凭借其Cash应用程序，Square将继续成为数字支付领域的领导者，而Roku将继续成为流媒体视频领域的领导者。他指出，Teladoc(TDOC)也是几只ARK基金的重仓股，因为它在虚拟健康领域处于领先地位。</blockquote></p><p>ARK is also unafraid to make big bets on newly public companies. The funds have bought stakes in Big Data giant Palantir and video game platform Roblox shortly after their direct listings.</p><p><blockquote>方舟也不怕在新上市的公司上下大赌注。这些基金在大数据巨头Palantir和视频游戏平台Roblox直接上市后不久就购买了它们的股份。</blockquote></p><p><b>Too much of a good thing?</b></p><p><blockquote><b>好事太多了？</b></blockquote></p><p>The strategy of picking just a handful of potentially big winners is not for the faint of heart, as witnessed by the recent volatility in the funds. ARK Innovation, for example, has nearly half of the fund's assets in its top 10 stocks.</p><p><blockquote>正如最近基金的波动所证明的那样，只挑选少数潜在大赢家的策略并不适合胆小的人。例如，ARK Innovation近一半的基金资产投资于其前10只股票。</blockquote></p><p>\"There has been this recent rough patch, with a correction in super growthy tech stocks,\" said Jeremie Capron, head of research at ROBO Global, an investment firm with ETFs that focus on robotics, artificial intelligence and health care tech companies.</p><p><blockquote>ROBO Global是一家专注于机器人、人工智能和医疗保健科技公司的ETF投资公司，其研究主管Jeremie Capron表示：“最近经历了一段艰难时期，超级成长型科技股出现了调整。”</blockquote></p><p>But Capron said his firm tries to limit how big an individual stock gets to just 2% of their funds' assets. As a result, the top 10 holdings in theROBO Global Robotics and Automation Index ETF (ROBO) account for less than 20% of the fund's total assets.</p><p><blockquote>但卡普龙表示，他的公司试图将个股的规模限制在基金资产的2%以内。因此，theROBO全球机器人和自动化指数ETF（ROBO）的前10大持股占该基金总资产的比例不到20%。</blockquote></p><p>\"Our investment approach is similar to ARK in that we are focusing on tech. But we're different in that we avoid concentration,\" Capton said.</p><p><blockquote>“我们的投资方式与ARK类似，我们专注于科技。但我们的不同之处在于我们避免集中，”卡普顿说。</blockquote></p><p>The ROBO fund owns about 80 stocks, while ARK funds typically own only about 30 to 50 companies.</p><p><blockquote>ROBO基金拥有约80只股票，而ARK基金通常只拥有约30至50家公司。</blockquote></p><p></p><p>Still, Leggi defended ARK's decision to limit the number of stocks it owns. It's more of a go-big-or-go-home approach. He describes Wood's and the rest of the firm's strategy as looking for companies that are an industries where \"it's winner takes most.\"</p><p><blockquote>尽管如此，莱吉还是为方舟限制其持有股票数量的决定进行了辩护。这更像是一种要么做大要么回家的方法。他将伍德和公司其他部门的战略描述为寻找“赢家通吃”的行业公司。</blockquote></p><p>That's worked well with Tesla — but it will probably lead to even more big swings in the ARK returns going forward.</p><p><blockquote>这对特斯拉来说效果很好，但这可能会导致方舟未来的回报出现更大的波动。</blockquote></p><p></p>","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>Investing's newest superstar is having a rough month<blockquote>投资界的最新超级巨星度过了艰难的一个月</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\">\nInvesting's newest superstar is having a rough month<blockquote>投资界的最新超级巨星度过了艰难的一个月</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN Business</strong><span class=\"h-time small\">2021-03-16 15:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>New York (CNN Business) - </b>Cathie Wood of ARK Invest has become one of the top investment voices on Wall Street over the past few years, thanks to big bets onTesla (TSLA),Square (SQ),Roku (ROKU) and other momentum stocks.</p><p><blockquote><b>纽约（CNN商业）——</b>ARK Invest的凯西·伍德(Cathie Wood)在过去几年中已成为华尔街最重要的投资声音之一，这要归功于对特斯拉(TSLA)、Square(SQ)、Roku(SQ)和其他动量股的大举押注。</blockquote></p><p>But investors need an iron-cast stomach to deal with the recent gut-wrenching volatility in her company's ARK exchange-traded funds.</p><p><blockquote>但投资者需要坚强的毅力来应对她公司方舟交易所交易基金最近令人心痛的波动。</blockquote></p><p>The ARK Innovation ETF(ARKK), which has Tesla as its top holding, is just one of the ARK funds that have been on a wild roller coaster ride as of late.</p><p><blockquote>以特斯拉为最大持股的ARK Innovation ETF(ARKK)只是最近经历疯狂过山车的ARK基金之一。</blockquote></p><p>Tesla makes up more than 10% of the fund's assets — so Wood's success is closely aligned with what the market thinks of Elon Musk. Tesla has soared 25% in just the past five days but is still more than 20% off its record high.</p><p><blockquote>特斯拉占该基金资产的10%以上，因此Wood的成功与市场对Elon Musk的看法密切相关。特斯拉在过去五天内飙升了25%，但仍较历史高点低20%以上。</blockquote></p><p>As such, the ARK Innovation ETF is up more than 15% in the past week and nearly 200% in the past 12 months. But it's down almost 20% from its 52-week high due to a plunge in the past month.</p><p><blockquote>因此，ARK Innovation ETF在过去一周上涨了15%以上，在过去12个月内上涨了近200%。但由于过去一个月的暴跌，该指数较52周高点下跌了近20%。</blockquote></p><p>It's a similar story of big swings for other ARK ETFs that focus onautonomous technology and robotics (ARKQ),genomics (ARKG),next-generation internet services (ARKW) and fintech (ARKF). The company is also planning to launch a space exploration ETF.</p><p><blockquote>其他专注于自主技术和机器人(ARKQ)、基因组学(ARKG)、下一代互联网服务(ARKW)和金融科技(ARKF)的ARK ETF也出现了类似的大幅波动。该公司还计划推出太空探索ETF。</blockquote></p><p>But Wood and her colleagues embrace the volatility that comes with investing in momentum stocks.</p><p><blockquote>但伍德和她的同事接受投资动量股带来的波动性。</blockquote></p><p>She wrote in a letter to shareholders at the end of December that \"innovation is evolving at such a rapid pace that traditional equity and fixed income benchmarks are being populated increasingly by so-called value traps, stocks and bonds that are 'cheap' for a reason.\"</p><p><blockquote>她在12月底致股东的一封信中写道，“创新发展速度如此之快，以至于传统的股票和固定收益基准越来越多地被所谓的价值陷阱、‘便宜’的股票和债券所占据。”</blockquote></p><p>Wood added that investors need to avoid these traps by \"avoiding industries and companies in the crosshairs of 'creative destruction.'\"</p><p><blockquote>伍德补充说，投资者需要通过“避免成为‘创造性破坏’目标的行业和公司”来避免这些陷阱。</blockquote></p><p><b>Betting that the value rally may not last much longer</b></p><p><blockquote><b>押注价值反弹可能不会持续太久</b></blockquote></p><p>CNN Business spoke to ARK Invest's Ren Leggi about the firm's big and bold stock bets. Leggi works closely with Wood on investment decisions as the company's client portfolio manager.</p><p><blockquote>CNN Business采访了ARK Invest的Ren Leggi，了解了该公司大规模而大胆的股票押注。作为公司的客户投资组合经理，Leggi与Wood在投资决策上密切合作。</blockquote></p><p>Leggi isn't worried that investors are going to bail on Big Tech companies like Tesla, the FAANGs and other growth companies. He thinks the recent move into banks, oil stocks and retailers is a \"short-lived rotation into value stocks.\"</p><p><blockquote>莱吉并不担心投资者会放弃特斯拉、FAANGs等大型科技公司和其他成长型公司。他认为最近进入银行、石油股和零售商的举动是“短暂地转向价值股”。</blockquote></p><p>\"Value industries are becoming more and more vulnerable to disruption,\" Leggi added, noting that Wood and the rest of the ARK team are thinking about investments over a five- to 10-year horizon.</p><p><blockquote>莱吉补充道：“价值行业越来越容易受到颠覆。”他指出，伍德和ARK团队的其他成员正在考虑5到10年的投资。</blockquote></p><p>That's why ARK is happy to bet even more on the companies it is most bullish on when their stock prices go down, Leggi said.</p><p><blockquote>Leggi表示，这就是为什么ARK很乐意在股价下跌时对其最看好的公司进行更多押注。</blockquote></p><p>\"If there are dislocations in market and big sell-offs, that doesn't scare us. It excites us because you can pick up a good stock at a lower price,\" he said, adding that volatility can create good buying opportunities.</p><p><blockquote>“如果市场出现混乱和大规模抛售，这不会吓到我们。这让我们兴奋，因为你可以以更低的价格买到一只好股票，”他说，并补充说波动可以创造良好的买入机会。</blockquote></p><p>That's why ARK has bought even more Tesla shares during its recent sell-off.</p><p><blockquote>这就是为什么方舟在最近的抛售中购买了更多特斯拉股票。</blockquote></p><p>\"Cathie has been focusing on Tesla for a long time. She looks at it not just as an automobile manufacturer. You can't compare it to traditional car companies,\" Leggi said, adding that Tesla's growing clout with autonomous driving technology will lead to even more recurring revenue.</p><p><blockquote>“Cathie长期以来一直关注特斯拉。她不仅仅将其视为一家汽车制造商。你不能将其与传统汽车公司相提并论，”Leggi表示，并补充说，特斯拉在自动驾驶技术方面日益增长的影响力将带来更多经常性收入。</blockquote></p><p>While Wood and ARK are most known for their bullish stance on Tesla, the funds have top holdings in many other innovative companies as well.</p><p><blockquote>虽然伍德和方舟以其对特斯拉的看涨立场而闻名，但这些基金也持有许多其他创新公司的重仓股。</blockquote></p><p>Leggi thinks Square will remain a leader in digital payments thanks to its Cash app, and that Roku will remain a leader in streaming video. He noted thatTeladoc (TDOC) is a top holding in several ARK funds too because of its leadership in virtual health.</p><p><blockquote>Leggi认为，凭借其Cash应用程序，Square将继续成为数字支付领域的领导者，而Roku将继续成为流媒体视频领域的领导者。他指出，Teladoc(TDOC)也是几只ARK基金的重仓股，因为它在虚拟健康领域处于领先地位。</blockquote></p><p>ARK is also unafraid to make big bets on newly public companies. The funds have bought stakes in Big Data giant Palantir and video game platform Roblox shortly after their direct listings.</p><p><blockquote>方舟也不怕在新上市的公司上下大赌注。这些基金在大数据巨头Palantir和视频游戏平台Roblox直接上市后不久就购买了它们的股份。</blockquote></p><p><b>Too much of a good thing?</b></p><p><blockquote><b>好事太多了？</b></blockquote></p><p>The strategy of picking just a handful of potentially big winners is not for the faint of heart, as witnessed by the recent volatility in the funds. ARK Innovation, for example, has nearly half of the fund's assets in its top 10 stocks.</p><p><blockquote>正如最近基金的波动所证明的那样，只挑选少数潜在大赢家的策略并不适合胆小的人。例如，ARK Innovation近一半的基金资产投资于其前10只股票。</blockquote></p><p>\"There has been this recent rough patch, with a correction in super growthy tech stocks,\" said Jeremie Capron, head of research at ROBO Global, an investment firm with ETFs that focus on robotics, artificial intelligence and health care tech companies.</p><p><blockquote>ROBO Global是一家专注于机器人、人工智能和医疗保健科技公司的ETF投资公司，其研究主管Jeremie Capron表示：“最近经历了一段艰难时期，超级成长型科技股出现了调整。”</blockquote></p><p>But Capron said his firm tries to limit how big an individual stock gets to just 2% of their funds' assets. As a result, the top 10 holdings in theROBO Global Robotics and Automation Index ETF (ROBO) account for less than 20% of the fund's total assets.</p><p><blockquote>但卡普龙表示，他的公司试图将个股的规模限制在基金资产的2%以内。因此，theROBO全球机器人和自动化指数ETF（ROBO）的前10大持股占该基金总资产的比例不到20%。</blockquote></p><p>\"Our investment approach is similar to ARK in that we are focusing on tech. But we're different in that we avoid concentration,\" Capton said.</p><p><blockquote>“我们的投资方式与ARK类似，我们专注于科技。但我们的不同之处在于我们避免集中，”卡普顿说。</blockquote></p><p>The ROBO fund owns about 80 stocks, while ARK funds typically own only about 30 to 50 companies.</p><p><blockquote>ROBO基金拥有约80只股票，而ARK基金通常只拥有约30至50家公司。</blockquote></p><p></p><p>Still, Leggi defended ARK's decision to limit the number of stocks it owns. It's more of a go-big-or-go-home approach. He describes Wood's and the rest of the firm's strategy as looking for companies that are an industries where \"it's winner takes most.\"</p><p><blockquote>尽管如此，莱吉还是为方舟限制其持有股票数量的决定进行了辩护。这更像是一种要么做大要么回家的方法。他将伍德和公司其他部门的战略描述为寻找“赢家通吃”的行业公司。</blockquote></p><p>That's worked well with Tesla — but it will probably lead to even more big swings in the ARK returns going forward.</p><p><blockquote>这对特斯拉来说效果很好，但这可能会导致方舟未来的回报出现更大的波动。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/03/15/investing/cathie-wood-ark-invest-etfs/index.html\">CNN Business</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":{"ARKW":"ARK Next Generation Internet ETF","ARKF":"ARK Fintech Innovation ETF","PLTR":"Palantir Technologies Inc.","ARKQ":"ARK Autonomous Technology & Robotics ETF","ROBO":"全球机器人自动化ETF-ROBO","TSLA":"特斯拉","RBLX":"Roblox Corporation","ARKG":"ARK Genomic Revolution ETF","ROKU":"Roku Inc","ARKK":"ARK Innovation ETF"},"source_url":"https://edition.cnn.com/2021/03/15/investing/cathie-wood-ark-invest-etfs/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162845907","content_text":"New York (CNN Business) - Cathie Wood of ARK Invest has become one of the top investment voices on Wall Street over the past few years, thanks to big bets onTesla (TSLA),Square (SQ),Roku (ROKU) and other momentum stocks.But investors need an iron-cast stomach to deal with the recent gut-wrenching volatility in her company's ARK exchange-traded funds.The ARK Innovation ETF(ARKK), which has Tesla as its top holding, is just one of the ARK funds that have been on a wild roller coaster ride as of late.Tesla makes up more than 10% of the fund's assets — so Wood's success is closely aligned with what the market thinks of Elon Musk. Tesla has soared 25% in just the past five days but is still more than 20% off its record high.As such, the ARK Innovation ETF is up more than 15% in the past week and nearly 200% in the past 12 months. But it's down almost 20% from its 52-week high due to a plunge in the past month.It's a similar story of big swings for other ARK ETFs that focus onautonomous technology and robotics (ARKQ),genomics (ARKG),next-generation internet services (ARKW) and fintech (ARKF). The company is also planning to launch a space exploration ETF.But Wood and her colleagues embrace the volatility that comes with investing in momentum stocks.She wrote in a letter to shareholders at the end of December that \"innovation is evolving at such a rapid pace that traditional equity and fixed income benchmarks are being populated increasingly by so-called value traps, stocks and bonds that are 'cheap' for a reason.\"Wood added that investors need to avoid these traps by \"avoiding industries and companies in the crosshairs of 'creative destruction.'\"Betting that the value rally may not last much longerCNN Business spoke to ARK Invest's Ren Leggi about the firm's big and bold stock bets. Leggi works closely with Wood on investment decisions as the company's client portfolio manager.Leggi isn't worried that investors are going to bail on Big Tech companies like Tesla, the FAANGs and other growth companies. He thinks the recent move into banks, oil stocks and retailers is a \"short-lived rotation into value stocks.\"\"Value industries are becoming more and more vulnerable to disruption,\" Leggi added, noting that Wood and the rest of the ARK team are thinking about investments over a five- to 10-year horizon.That's why ARK is happy to bet even more on the companies it is most bullish on when their stock prices go down, Leggi said.\"If there are dislocations in market and big sell-offs, that doesn't scare us. It excites us because you can pick up a good stock at a lower price,\" he said, adding that volatility can create good buying opportunities.That's why ARK has bought even more Tesla shares during its recent sell-off.\"Cathie has been focusing on Tesla for a long time. She looks at it not just as an automobile manufacturer. You can't compare it to traditional car companies,\" Leggi said, adding that Tesla's growing clout with autonomous driving technology will lead to even more recurring revenue.While Wood and ARK are most known for their bullish stance on Tesla, the funds have top holdings in many other innovative companies as well.Leggi thinks Square will remain a leader in digital payments thanks to its Cash app, and that Roku will remain a leader in streaming video. He noted thatTeladoc (TDOC) is a top holding in several ARK funds too because of its leadership in virtual health.ARK is also unafraid to make big bets on newly public companies. The funds have bought stakes in Big Data giant Palantir and video game platform Roblox shortly after their direct listings.Too much of a good thing?The strategy of picking just a handful of potentially big winners is not for the faint of heart, as witnessed by the recent volatility in the funds. ARK Innovation, for example, has nearly half of the fund's assets in its top 10 stocks.\"There has been this recent rough patch, with a correction in super growthy tech stocks,\" said Jeremie Capron, head of research at ROBO Global, an investment firm with ETFs that focus on robotics, artificial intelligence and health care tech companies.But Capron said his firm tries to limit how big an individual stock gets to just 2% of their funds' assets. As a result, the top 10 holdings in theROBO Global Robotics and Automation Index ETF (ROBO) account for less than 20% of the fund's total assets.\"Our investment approach is similar to ARK in that we are focusing on tech. But we're different in that we avoid concentration,\" Capton said.The ROBO fund owns about 80 stocks, while ARK funds typically own only about 30 to 50 companies.Still, Leggi defended ARK's decision to limit the number of stocks it owns. It's more of a go-big-or-go-home approach. He describes Wood's and the rest of the firm's strategy as looking for companies that are an industries where \"it's winner takes most.\"That's worked well with Tesla — but it will probably lead to even more big swings in the ARK returns going forward.","news_type":1,"symbols_score_info":{"SQ":0.9,"PLTR":0.9,"TSLA":0.9,"ARKK":0.9,"ROBO":0.9,"ARKF":0.9,"ARKW":0.9,"RBLX":0.9,"ROKU":0.9,"ARKQ":0.9,"ARKG":0.9}},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":325655227,"gmtCreate":1615897697069,"gmtModify":1703494648532,"author":{"id":"3573272039467213","authorId":"3573272039467213","name":"darren0409","avatar":"https://static.tigerbbs.com/6c499d04384e90afc0709311668dfd17","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573272039467213","idStr":"3573272039467213"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":31,"repostSize":0,"link":"https://laohu8.com/post/325655227","repostId":"1162845907","repostType":2,"repost":{"id":"1162845907","kind":"news","pubTimestamp":1615878934,"share":"https://www.laohu8.com/m/news/1162845907?lang=zh_CN&edition=full","pubTime":"2021-03-16 15:15","market":"us","language":"en","title":"Investing's newest superstar is having a rough month<blockquote>投资界的最新超级巨星度过了艰难的一个月</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1162845907","media":"CNN Business","summary":"New York (CNN Business) - Cathie Wood of ARK Invest has become one of the top investment voices on W","content":"<p><b>New York (CNN Business) - </b>Cathie Wood of ARK Invest has become one of the top investment voices on Wall Street over the past few years, thanks to big bets onTesla (TSLA),Square (SQ),Roku (ROKU) and other momentum stocks.</p><p><blockquote><b>纽约（CNN商业）——</b>ARK Invest的凯西·伍德(Cathie Wood)在过去几年中已成为华尔街最重要的投资声音之一，这要归功于对特斯拉(TSLA)、Square(SQ)、Roku(SQ)和其他动量股的大举押注。</blockquote></p><p>But investors need an iron-cast stomach to deal with the recent gut-wrenching volatility in her company's ARK exchange-traded funds.</p><p><blockquote>但投资者需要坚强的毅力来应对她公司方舟交易所交易基金最近令人心痛的波动。</blockquote></p><p>The ARK Innovation ETF(ARKK), which has Tesla as its top holding, is just one of the ARK funds that have been on a wild roller coaster ride as of late.</p><p><blockquote>以特斯拉为最大持股的ARK Innovation ETF(ARKK)只是最近经历疯狂过山车的ARK基金之一。</blockquote></p><p>Tesla makes up more than 10% of the fund's assets — so Wood's success is closely aligned with what the market thinks of Elon Musk. Tesla has soared 25% in just the past five days but is still more than 20% off its record high.</p><p><blockquote>特斯拉占该基金资产的10%以上，因此Wood的成功与市场对Elon Musk的看法密切相关。特斯拉在过去五天内飙升了25%，但仍较历史高点低20%以上。</blockquote></p><p>As such, the ARK Innovation ETF is up more than 15% in the past week and nearly 200% in the past 12 months. But it's down almost 20% from its 52-week high due to a plunge in the past month.</p><p><blockquote>因此，ARK Innovation ETF在过去一周上涨了15%以上，在过去12个月内上涨了近200%。但由于过去一个月的暴跌，该指数较52周高点下跌了近20%。</blockquote></p><p>It's a similar story of big swings for other ARK ETFs that focus onautonomous technology and robotics (ARKQ),genomics (ARKG),next-generation internet services (ARKW) and fintech (ARKF). The company is also planning to launch a space exploration ETF.</p><p><blockquote>其他专注于自主技术和机器人(ARKQ)、基因组学(ARKG)、下一代互联网服务(ARKW)和金融科技(ARKF)的ARK ETF也出现了类似的大幅波动。该公司还计划推出太空探索ETF。</blockquote></p><p>But Wood and her colleagues embrace the volatility that comes with investing in momentum stocks.</p><p><blockquote>但伍德和她的同事接受投资动量股带来的波动性。</blockquote></p><p>She wrote in a letter to shareholders at the end of December that \"innovation is evolving at such a rapid pace that traditional equity and fixed income benchmarks are being populated increasingly by so-called value traps, stocks and bonds that are 'cheap' for a reason.\"</p><p><blockquote>她在12月底致股东的一封信中写道，“创新发展速度如此之快，以至于传统的股票和固定收益基准越来越多地被所谓的价值陷阱、‘便宜’的股票和债券所占据。”</blockquote></p><p>Wood added that investors need to avoid these traps by \"avoiding industries and companies in the crosshairs of 'creative destruction.'\"</p><p><blockquote>伍德补充说，投资者需要通过“避免成为‘创造性破坏’目标的行业和公司”来避免这些陷阱。</blockquote></p><p><b>Betting that the value rally may not last much longer</b></p><p><blockquote><b>押注价值反弹可能不会持续太久</b></blockquote></p><p>CNN Business spoke to ARK Invest's Ren Leggi about the firm's big and bold stock bets. Leggi works closely with Wood on investment decisions as the company's client portfolio manager.</p><p><blockquote>CNN Business采访了ARK Invest的Ren Leggi，了解了该公司大规模而大胆的股票押注。作为公司的客户投资组合经理，Leggi与Wood在投资决策上密切合作。</blockquote></p><p>Leggi isn't worried that investors are going to bail on Big Tech companies like Tesla, the FAANGs and other growth companies. He thinks the recent move into banks, oil stocks and retailers is a \"short-lived rotation into value stocks.\"</p><p><blockquote>莱吉并不担心投资者会放弃特斯拉、FAANGs等大型科技公司和其他成长型公司。他认为最近进入银行、石油股和零售商的举动是“短暂地转向价值股”。</blockquote></p><p>\"Value industries are becoming more and more vulnerable to disruption,\" Leggi added, noting that Wood and the rest of the ARK team are thinking about investments over a five- to 10-year horizon.</p><p><blockquote>莱吉补充道：“价值行业越来越容易受到颠覆。”他指出，伍德和ARK团队的其他成员正在考虑5到10年的投资。</blockquote></p><p>That's why ARK is happy to bet even more on the companies it is most bullish on when their stock prices go down, Leggi said.</p><p><blockquote>Leggi表示，这就是为什么ARK很乐意在股价下跌时对其最看好的公司进行更多押注。</blockquote></p><p>\"If there are dislocations in market and big sell-offs, that doesn't scare us. It excites us because you can pick up a good stock at a lower price,\" he said, adding that volatility can create good buying opportunities.</p><p><blockquote>“如果市场出现混乱和大规模抛售，这不会吓到我们。这让我们兴奋，因为你可以以更低的价格买到一只好股票，”他说，并补充说波动可以创造良好的买入机会。</blockquote></p><p>That's why ARK has bought even more Tesla shares during its recent sell-off.</p><p><blockquote>这就是为什么方舟在最近的抛售中购买了更多特斯拉股票。</blockquote></p><p>\"Cathie has been focusing on Tesla for a long time. She looks at it not just as an automobile manufacturer. You can't compare it to traditional car companies,\" Leggi said, adding that Tesla's growing clout with autonomous driving technology will lead to even more recurring revenue.</p><p><blockquote>“Cathie长期以来一直关注特斯拉。她不仅仅将其视为一家汽车制造商。你不能将其与传统汽车公司相提并论，”Leggi表示，并补充说，特斯拉在自动驾驶技术方面日益增长的影响力将带来更多经常性收入。</blockquote></p><p>While Wood and ARK are most known for their bullish stance on Tesla, the funds have top holdings in many other innovative companies as well.</p><p><blockquote>虽然伍德和方舟以其对特斯拉的看涨立场而闻名，但这些基金也持有许多其他创新公司的重仓股。</blockquote></p><p>Leggi thinks Square will remain a leader in digital payments thanks to its Cash app, and that Roku will remain a leader in streaming video. He noted thatTeladoc (TDOC) is a top holding in several ARK funds too because of its leadership in virtual health.</p><p><blockquote>Leggi认为，凭借其Cash应用程序，Square将继续成为数字支付领域的领导者，而Roku将继续成为流媒体视频领域的领导者。他指出，Teladoc(TDOC)也是几只ARK基金的重仓股，因为它在虚拟健康领域处于领先地位。</blockquote></p><p>ARK is also unafraid to make big bets on newly public companies. The funds have bought stakes in Big Data giant Palantir and video game platform Roblox shortly after their direct listings.</p><p><blockquote>方舟也不怕在新上市的公司上下大赌注。这些基金在大数据巨头Palantir和视频游戏平台Roblox直接上市后不久就购买了它们的股份。</blockquote></p><p><b>Too much of a good thing?</b></p><p><blockquote><b>好事太多了？</b></blockquote></p><p>The strategy of picking just a handful of potentially big winners is not for the faint of heart, as witnessed by the recent volatility in the funds. ARK Innovation, for example, has nearly half of the fund's assets in its top 10 stocks.</p><p><blockquote>正如最近基金的波动所证明的那样，只挑选少数潜在大赢家的策略并不适合胆小的人。例如，ARK Innovation近一半的基金资产投资于其前10只股票。</blockquote></p><p>\"There has been this recent rough patch, with a correction in super growthy tech stocks,\" said Jeremie Capron, head of research at ROBO Global, an investment firm with ETFs that focus on robotics, artificial intelligence and health care tech companies.</p><p><blockquote>ROBO Global是一家专注于机器人、人工智能和医疗保健科技公司的ETF投资公司，其研究主管Jeremie Capron表示：“最近经历了一段艰难时期，超级成长型科技股出现了调整。”</blockquote></p><p>But Capron said his firm tries to limit how big an individual stock gets to just 2% of their funds' assets. As a result, the top 10 holdings in theROBO Global Robotics and Automation Index ETF (ROBO) account for less than 20% of the fund's total assets.</p><p><blockquote>但卡普龙表示，他的公司试图将个股的规模限制在基金资产的2%以内。因此，theROBO全球机器人和自动化指数ETF（ROBO）的前10大持股占该基金总资产的比例不到20%。</blockquote></p><p>\"Our investment approach is similar to ARK in that we are focusing on tech. But we're different in that we avoid concentration,\" Capton said.</p><p><blockquote>“我们的投资方式与ARK类似，我们专注于科技。但我们的不同之处在于我们避免集中，”卡普顿说。</blockquote></p><p>The ROBO fund owns about 80 stocks, while ARK funds typically own only about 30 to 50 companies.</p><p><blockquote>ROBO基金拥有约80只股票，而ARK基金通常只拥有约30至50家公司。</blockquote></p><p></p><p>Still, Leggi defended ARK's decision to limit the number of stocks it owns. It's more of a go-big-or-go-home approach. He describes Wood's and the rest of the firm's strategy as looking for companies that are an industries where \"it's winner takes most.\"</p><p><blockquote>尽管如此，莱吉还是为方舟限制其持有股票数量的决定进行了辩护。这更像是一种要么做大要么回家的方法。他将伍德和公司其他部门的战略描述为寻找“赢家通吃”的行业公司。</blockquote></p><p>That's worked well with Tesla — but it will probably lead to even more big swings in the ARK returns going forward.</p><p><blockquote>这对特斯拉来说效果很好，但这可能会导致方舟未来的回报出现更大的波动。</blockquote></p><p></p>","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>Investing's newest superstar is having a rough month<blockquote>投资界的最新超级巨星度过了艰难的一个月</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\">\nInvesting's newest superstar is having a rough month<blockquote>投资界的最新超级巨星度过了艰难的一个月</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN Business</strong><span class=\"h-time small\">2021-03-16 15:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>New York (CNN Business) - </b>Cathie Wood of ARK Invest has become one of the top investment voices on Wall Street over the past few years, thanks to big bets onTesla (TSLA),Square (SQ),Roku (ROKU) and other momentum stocks.</p><p><blockquote><b>纽约（CNN商业）——</b>ARK Invest的凯西·伍德(Cathie Wood)在过去几年中已成为华尔街最重要的投资声音之一，这要归功于对特斯拉(TSLA)、Square(SQ)、Roku(SQ)和其他动量股的大举押注。</blockquote></p><p>But investors need an iron-cast stomach to deal with the recent gut-wrenching volatility in her company's ARK exchange-traded funds.</p><p><blockquote>但投资者需要坚强的毅力来应对她公司方舟交易所交易基金最近令人心痛的波动。</blockquote></p><p>The ARK Innovation ETF(ARKK), which has Tesla as its top holding, is just one of the ARK funds that have been on a wild roller coaster ride as of late.</p><p><blockquote>以特斯拉为最大持股的ARK Innovation ETF(ARKK)只是最近经历疯狂过山车的ARK基金之一。</blockquote></p><p>Tesla makes up more than 10% of the fund's assets — so Wood's success is closely aligned with what the market thinks of Elon Musk. Tesla has soared 25% in just the past five days but is still more than 20% off its record high.</p><p><blockquote>特斯拉占该基金资产的10%以上，因此Wood的成功与市场对Elon Musk的看法密切相关。特斯拉在过去五天内飙升了25%，但仍较历史高点低20%以上。</blockquote></p><p>As such, the ARK Innovation ETF is up more than 15% in the past week and nearly 200% in the past 12 months. But it's down almost 20% from its 52-week high due to a plunge in the past month.</p><p><blockquote>因此，ARK Innovation ETF在过去一周上涨了15%以上，在过去12个月内上涨了近200%。但由于过去一个月的暴跌，该指数较52周高点下跌了近20%。</blockquote></p><p>It's a similar story of big swings for other ARK ETFs that focus onautonomous technology and robotics (ARKQ),genomics (ARKG),next-generation internet services (ARKW) and fintech (ARKF). The company is also planning to launch a space exploration ETF.</p><p><blockquote>其他专注于自主技术和机器人(ARKQ)、基因组学(ARKG)、下一代互联网服务(ARKW)和金融科技(ARKF)的ARK ETF也出现了类似的大幅波动。该公司还计划推出太空探索ETF。</blockquote></p><p>But Wood and her colleagues embrace the volatility that comes with investing in momentum stocks.</p><p><blockquote>但伍德和她的同事接受投资动量股带来的波动性。</blockquote></p><p>She wrote in a letter to shareholders at the end of December that \"innovation is evolving at such a rapid pace that traditional equity and fixed income benchmarks are being populated increasingly by so-called value traps, stocks and bonds that are 'cheap' for a reason.\"</p><p><blockquote>她在12月底致股东的一封信中写道，“创新发展速度如此之快，以至于传统的股票和固定收益基准越来越多地被所谓的价值陷阱、‘便宜’的股票和债券所占据。”</blockquote></p><p>Wood added that investors need to avoid these traps by \"avoiding industries and companies in the crosshairs of 'creative destruction.'\"</p><p><blockquote>伍德补充说，投资者需要通过“避免成为‘创造性破坏’目标的行业和公司”来避免这些陷阱。</blockquote></p><p><b>Betting that the value rally may not last much longer</b></p><p><blockquote><b>押注价值反弹可能不会持续太久</b></blockquote></p><p>CNN Business spoke to ARK Invest's Ren Leggi about the firm's big and bold stock bets. Leggi works closely with Wood on investment decisions as the company's client portfolio manager.</p><p><blockquote>CNN Business采访了ARK Invest的Ren Leggi，了解了该公司大规模而大胆的股票押注。作为公司的客户投资组合经理，Leggi与Wood在投资决策上密切合作。</blockquote></p><p>Leggi isn't worried that investors are going to bail on Big Tech companies like Tesla, the FAANGs and other growth companies. He thinks the recent move into banks, oil stocks and retailers is a \"short-lived rotation into value stocks.\"</p><p><blockquote>莱吉并不担心投资者会放弃特斯拉、FAANGs等大型科技公司和其他成长型公司。他认为最近进入银行、石油股和零售商的举动是“短暂地转向价值股”。</blockquote></p><p>\"Value industries are becoming more and more vulnerable to disruption,\" Leggi added, noting that Wood and the rest of the ARK team are thinking about investments over a five- to 10-year horizon.</p><p><blockquote>莱吉补充道：“价值行业越来越容易受到颠覆。”他指出，伍德和ARK团队的其他成员正在考虑5到10年的投资。</blockquote></p><p>That's why ARK is happy to bet even more on the companies it is most bullish on when their stock prices go down, Leggi said.</p><p><blockquote>Leggi表示，这就是为什么ARK很乐意在股价下跌时对其最看好的公司进行更多押注。</blockquote></p><p>\"If there are dislocations in market and big sell-offs, that doesn't scare us. It excites us because you can pick up a good stock at a lower price,\" he said, adding that volatility can create good buying opportunities.</p><p><blockquote>“如果市场出现混乱和大规模抛售，这不会吓到我们。这让我们兴奋，因为你可以以更低的价格买到一只好股票，”他说，并补充说波动可以创造良好的买入机会。</blockquote></p><p>That's why ARK has bought even more Tesla shares during its recent sell-off.</p><p><blockquote>这就是为什么方舟在最近的抛售中购买了更多特斯拉股票。</blockquote></p><p>\"Cathie has been focusing on Tesla for a long time. She looks at it not just as an automobile manufacturer. You can't compare it to traditional car companies,\" Leggi said, adding that Tesla's growing clout with autonomous driving technology will lead to even more recurring revenue.</p><p><blockquote>“Cathie长期以来一直关注特斯拉。她不仅仅将其视为一家汽车制造商。你不能将其与传统汽车公司相提并论，”Leggi表示，并补充说，特斯拉在自动驾驶技术方面日益增长的影响力将带来更多经常性收入。</blockquote></p><p>While Wood and ARK are most known for their bullish stance on Tesla, the funds have top holdings in many other innovative companies as well.</p><p><blockquote>虽然伍德和方舟以其对特斯拉的看涨立场而闻名，但这些基金也持有许多其他创新公司的重仓股。</blockquote></p><p>Leggi thinks Square will remain a leader in digital payments thanks to its Cash app, and that Roku will remain a leader in streaming video. He noted thatTeladoc (TDOC) is a top holding in several ARK funds too because of its leadership in virtual health.</p><p><blockquote>Leggi认为，凭借其Cash应用程序，Square将继续成为数字支付领域的领导者，而Roku将继续成为流媒体视频领域的领导者。他指出，Teladoc(TDOC)也是几只ARK基金的重仓股，因为它在虚拟健康领域处于领先地位。</blockquote></p><p>ARK is also unafraid to make big bets on newly public companies. The funds have bought stakes in Big Data giant Palantir and video game platform Roblox shortly after their direct listings.</p><p><blockquote>方舟也不怕在新上市的公司上下大赌注。这些基金在大数据巨头Palantir和视频游戏平台Roblox直接上市后不久就购买了它们的股份。</blockquote></p><p><b>Too much of a good thing?</b></p><p><blockquote><b>好事太多了？</b></blockquote></p><p>The strategy of picking just a handful of potentially big winners is not for the faint of heart, as witnessed by the recent volatility in the funds. ARK Innovation, for example, has nearly half of the fund's assets in its top 10 stocks.</p><p><blockquote>正如最近基金的波动所证明的那样，只挑选少数潜在大赢家的策略并不适合胆小的人。例如，ARK Innovation近一半的基金资产投资于其前10只股票。</blockquote></p><p>\"There has been this recent rough patch, with a correction in super growthy tech stocks,\" said Jeremie Capron, head of research at ROBO Global, an investment firm with ETFs that focus on robotics, artificial intelligence and health care tech companies.</p><p><blockquote>ROBO Global是一家专注于机器人、人工智能和医疗保健科技公司的ETF投资公司，其研究主管Jeremie Capron表示：“最近经历了一段艰难时期，超级成长型科技股出现了调整。”</blockquote></p><p>But Capron said his firm tries to limit how big an individual stock gets to just 2% of their funds' assets. As a result, the top 10 holdings in theROBO Global Robotics and Automation Index ETF (ROBO) account for less than 20% of the fund's total assets.</p><p><blockquote>但卡普龙表示，他的公司试图将个股的规模限制在基金资产的2%以内。因此，theROBO全球机器人和自动化指数ETF（ROBO）的前10大持股占该基金总资产的比例不到20%。</blockquote></p><p>\"Our investment approach is similar to ARK in that we are focusing on tech. But we're different in that we avoid concentration,\" Capton said.</p><p><blockquote>“我们的投资方式与ARK类似，我们专注于科技。但我们的不同之处在于我们避免集中，”卡普顿说。</blockquote></p><p>The ROBO fund owns about 80 stocks, while ARK funds typically own only about 30 to 50 companies.</p><p><blockquote>ROBO基金拥有约80只股票，而ARK基金通常只拥有约30至50家公司。</blockquote></p><p></p><p>Still, Leggi defended ARK's decision to limit the number of stocks it owns. It's more of a go-big-or-go-home approach. He describes Wood's and the rest of the firm's strategy as looking for companies that are an industries where \"it's winner takes most.\"</p><p><blockquote>尽管如此，莱吉还是为方舟限制其持有股票数量的决定进行了辩护。这更像是一种要么做大要么回家的方法。他将伍德和公司其他部门的战略描述为寻找“赢家通吃”的行业公司。</blockquote></p><p>That's worked well with Tesla — but it will probably lead to even more big swings in the ARK returns going forward.</p><p><blockquote>这对特斯拉来说效果很好，但这可能会导致方舟未来的回报出现更大的波动。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/03/15/investing/cathie-wood-ark-invest-etfs/index.html\">CNN Business</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":{"ARKW":"ARK Next Generation Internet ETF","ARKF":"ARK Fintech Innovation ETF","PLTR":"Palantir Technologies Inc.","ARKQ":"ARK Autonomous Technology & Robotics ETF","ROBO":"全球机器人自动化ETF-ROBO","TSLA":"特斯拉","RBLX":"Roblox Corporation","ARKG":"ARK Genomic Revolution ETF","ROKU":"Roku Inc","ARKK":"ARK Innovation ETF"},"source_url":"https://edition.cnn.com/2021/03/15/investing/cathie-wood-ark-invest-etfs/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162845907","content_text":"New York (CNN Business) - Cathie Wood of ARK Invest has become one of the top investment voices on Wall Street over the past few years, thanks to big bets onTesla (TSLA),Square (SQ),Roku (ROKU) and other momentum stocks.But investors need an iron-cast stomach to deal with the recent gut-wrenching volatility in her company's ARK exchange-traded funds.The ARK Innovation ETF(ARKK), which has Tesla as its top holding, is just one of the ARK funds that have been on a wild roller coaster ride as of late.Tesla makes up more than 10% of the fund's assets — so Wood's success is closely aligned with what the market thinks of Elon Musk. Tesla has soared 25% in just the past five days but is still more than 20% off its record high.As such, the ARK Innovation ETF is up more than 15% in the past week and nearly 200% in the past 12 months. But it's down almost 20% from its 52-week high due to a plunge in the past month.It's a similar story of big swings for other ARK ETFs that focus onautonomous technology and robotics (ARKQ),genomics (ARKG),next-generation internet services (ARKW) and fintech (ARKF). The company is also planning to launch a space exploration ETF.But Wood and her colleagues embrace the volatility that comes with investing in momentum stocks.She wrote in a letter to shareholders at the end of December that \"innovation is evolving at such a rapid pace that traditional equity and fixed income benchmarks are being populated increasingly by so-called value traps, stocks and bonds that are 'cheap' for a reason.\"Wood added that investors need to avoid these traps by \"avoiding industries and companies in the crosshairs of 'creative destruction.'\"Betting that the value rally may not last much longerCNN Business spoke to ARK Invest's Ren Leggi about the firm's big and bold stock bets. Leggi works closely with Wood on investment decisions as the company's client portfolio manager.Leggi isn't worried that investors are going to bail on Big Tech companies like Tesla, the FAANGs and other growth companies. He thinks the recent move into banks, oil stocks and retailers is a \"short-lived rotation into value stocks.\"\"Value industries are becoming more and more vulnerable to disruption,\" Leggi added, noting that Wood and the rest of the ARK team are thinking about investments over a five- to 10-year horizon.That's why ARK is happy to bet even more on the companies it is most bullish on when their stock prices go down, Leggi said.\"If there are dislocations in market and big sell-offs, that doesn't scare us. It excites us because you can pick up a good stock at a lower price,\" he said, adding that volatility can create good buying opportunities.That's why ARK has bought even more Tesla shares during its recent sell-off.\"Cathie has been focusing on Tesla for a long time. She looks at it not just as an automobile manufacturer. You can't compare it to traditional car companies,\" Leggi said, adding that Tesla's growing clout with autonomous driving technology will lead to even more recurring revenue.While Wood and ARK are most known for their bullish stance on Tesla, the funds have top holdings in many other innovative companies as well.Leggi thinks Square will remain a leader in digital payments thanks to its Cash app, and that Roku will remain a leader in streaming video. He noted thatTeladoc (TDOC) is a top holding in several ARK funds too because of its leadership in virtual health.ARK is also unafraid to make big bets on newly public companies. The funds have bought stakes in Big Data giant Palantir and video game platform Roblox shortly after their direct listings.Too much of a good thing?The strategy of picking just a handful of potentially big winners is not for the faint of heart, as witnessed by the recent volatility in the funds. ARK Innovation, for example, has nearly half of the fund's assets in its top 10 stocks.\"There has been this recent rough patch, with a correction in super growthy tech stocks,\" said Jeremie Capron, head of research at ROBO Global, an investment firm with ETFs that focus on robotics, artificial intelligence and health care tech companies.But Capron said his firm tries to limit how big an individual stock gets to just 2% of their funds' assets. As a result, the top 10 holdings in theROBO Global Robotics and Automation Index ETF (ROBO) account for less than 20% of the fund's total assets.\"Our investment approach is similar to ARK in that we are focusing on tech. But we're different in that we avoid concentration,\" Capton said.The ROBO fund owns about 80 stocks, while ARK funds typically own only about 30 to 50 companies.Still, Leggi defended ARK's decision to limit the number of stocks it owns. It's more of a go-big-or-go-home approach. He describes Wood's and the rest of the firm's strategy as looking for companies that are an industries where \"it's winner takes most.\"That's worked well with Tesla — but it will probably lead to even more big swings in the ARK returns going forward.","news_type":1,"symbols_score_info":{"SQ":0.9,"PLTR":0.9,"TSLA":0.9,"ARKK":0.9,"ROBO":0.9,"ARKF":0.9,"ARKW":0.9,"RBLX":0.9,"ROKU":0.9,"ARKQ":0.9,"ARKG":0.9}},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187120815,"gmtCreate":1623747257037,"gmtModify":1634029199049,"author":{"id":"3573272039467213","authorId":"3573272039467213","name":"darren0409","avatar":"https://static.tigerbbs.com/6c499d04384e90afc0709311668dfd17","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573272039467213","idStr":"3573272039467213"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>to the moon","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>to the moon","text":"$AMC Entertainment(AMC)$to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/187120815","isVote":1,"tweetType":1,"viewCount":531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
