只是宣布裁员后的超跌反弹吗？_老虎社区_美港股上老虎 - 老虎社区

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只是宣布裁员后的超跌反弹吗？

捷克Jack
01-23

1月9日，木头姐的医药持仓股 $Intellia Therapeutics Inc(NTLA)$ 宣布了裁员，基本带崩了整个基因编辑板块。

常年亏损+AI竞争使得这个板块的效益大大降低。

连跌7-8天后超跌反弹+10%，不过整体来说，基因编辑的很多研究工作的确和AI医疗公司有很强的互补or竞争关系。

不得不说，木头姐的 $ARK Genomic Revolution ETF(ARKG)$ 的持仓相关性是真的很大，一家公司出问题，连着一个板块跌，增大了beta

# 【热议】特朗普再发关税威胁！该如何看待？

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