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Cathie Wood Is Testing ‘ARK on Steroids.’ She Wants to Bet Against Disruption’s Victims.<blockquote>凯西·伍德正在测试“类固醇方舟”她想赌颠覆的受害者。</blockquote>

Cathie Wood’s investment firm, known for investing in companies that are shaking up their industries

Cathie Wood Is Testing ‘ARK on Steroids.’ She Wants to Bet Against Disruption’s Victims.<blockquote>凯西·伍德正在测试“类固醇方舟”她想赌颠覆的受害者。</blockquote>

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{"i18n":{"language":"zh_CN"},"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":[],"fanSize":2,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>Like pl thanks</body></html>","htmlText":"<html><head></head><body>Like pl thanks</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.laohu8.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>凯西·伍德正在测试“类固醇方舟”她想赌颠覆的受害者。</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":"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.<blockquote>凯西·伍德(Cathie Wood)的投资公司以投资正在撼动行业的公司而闻名，该公司正在测试一种投资组合，让她押注于这种颠覆的企业受害者。</blockquote> 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.<blockquote>伍德是一位广受关注的选股者，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，但没有一只基金有能力做空股票——借入股票并稍后出售，押注价格会下跌。</blockquote> 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.”<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“服用类固醇的方舟”。</blockquote> “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.<blockquote>“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——那些历史上表现非常好的公司，但将被正在发生的大量创新所脱媒和破坏。地方，”她说。</blockquote> 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.<blockquote>ARK ETF以只关注创新者和行业颠覆者而闻名，例如特斯拉（股票代码：TSLA）和Square（SQ）。ARK ETF是2020年表现最好的一些基金，在疫情期间飙升，从散户投资者那里获得了数十亿美元的资产。</blockquote> This year, though, the ARK funds have been struggling to repeat their spectacular performance. The flagship&nbsp;ARK Innovation ETF&nbsp;(ARKK), which gained 149% in 2020, is down 15% so far in 2021. The&nbsp;ARK Genomic Revolution ETF&nbsp;(ARKG) is down 31% this year after surging 178% in 2020. The&nbsp;S&amp;P 500&nbsp;index has risen 25% year to date.<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15%。方舟基因组革命ETF(ARKG)在2020年飙升178%后，今年下跌了31%。标准普尔500指数今年迄今已上涨25%。</blockquote> 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.<blockquote>伍德表示，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定价在10万亿至15万亿美元之间。她相信10年后，它们的价值将达到200万亿美元。</blockquote> 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.<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基金投资组合中的知名公司价格太高，尤其是在通胀环境下，成长型公司的未来现金流如今被认为价值较低。</blockquote> 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&nbsp;Tuttle Capital Short Innovation ETF&nbsp;(SARK) launched two weeks ago––that tracks the inverse performance of the ARK Innovation ETF through swaps contracts.<blockquote>越来越多的空头一直在借入ARK ETF的股票并卖空，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）——通过掉期合约跟踪方舟创新ETF的反向表现。</blockquote> 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.<blockquote>做空股票的能力可能会使ARK基金的波动性比现在更大。但伍德认为当前的通货膨胀及其对她选股的负面影响不会持续下去。她多次表示，经济的长期趋势是通缩而不是通胀，原因是来自技术创新的价格下行压力。</blockquote>","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>凯西·伍德正在测试“类固醇方舟”她想赌颠覆的受害者。</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>凯西·伍德正在测试“类固醇方舟”她想赌颠覆的受害者。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-11-25 09:09\n\n</h4>\n</header>\n<article>\nCathie 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.<blockquote>凯西·伍德(Cathie Wood)的投资公司以投资正在撼动行业的公司而闻名，该公司正在测试一种投资组合，让她押注于这种颠覆的企业受害者。</blockquote> 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.<blockquote>伍德是一位广受关注的选股者，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，但没有一只基金有能力做空股票——借入股票并稍后出售，押注价格会下跌。</blockquote> 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.”<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“服用类固醇的方舟”。</blockquote> “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.<blockquote>“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——那些历史上表现非常好的公司，但将被正在发生的大量创新所脱媒和破坏。地方，”她说。</blockquote> 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.<blockquote>ARK ETF以只关注创新者和行业颠覆者而闻名，例如特斯拉（股票代码：TSLA）和Square（SQ）。ARK ETF是2020年表现最好的一些基金，在疫情期间飙升，从散户投资者那里获得了数十亿美元的资产。</blockquote> This year, though, the ARK funds have been struggling to repeat their spectacular performance. The flagship&nbsp;ARK Innovation ETF&nbsp;(ARKK), which gained 149% in 2020, is down 15% so far in 2021. The&nbsp;ARK Genomic Revolution ETF&nbsp;(ARKG) is down 31% this year after surging 178% in 2020. The&nbsp;S&amp;P 500&nbsp;index has risen 25% year to date.<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15%。方舟基因组革命ETF(ARKG)在2020年飙升178%后，今年下跌了31%。标准普尔500指数今年迄今已上涨25%。</blockquote> 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.<blockquote>伍德表示，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定价在10万亿至15万亿美元之间。她相信10年后，它们的价值将达到200万亿美元。</blockquote> 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.<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基金投资组合中的知名公司价格太高，尤其是在通胀环境下，成长型公司的未来现金流如今被认为价值较低。</blockquote> 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&nbsp;Tuttle Capital Short Innovation ETF&nbsp;(SARK) launched two weeks ago––that tracks the inverse performance of the ARK Innovation ETF through swaps contracts.<blockquote>越来越多的空头一直在借入ARK ETF的股票并卖空，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）——通过掉期合约跟踪方舟创新ETF的反向表现。</blockquote> 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.<blockquote>做空股票的能力可能会使ARK基金的波动性比现在更大。但伍德认为当前的通货膨胀及其对她选股的负面影响不会持续下去。她多次表示，经济的长期趋势是通缩而不是通胀，原因是来自技术创新的价格下行压力。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/cathie-wood-ark-invest-short-selling-51637788917?mod=hp_LATEST\">Barrons</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":{"ARKG":"ARK Genomic Revolution ETF","ARKK":"ARK Innovation ETF","SARK":"Tradr 1X Short Innovation Daily 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":{"SARK":0.9,"ARKK":0.9,"ARKG":0.9}},"isVote":1,"tweetType":1,"viewCount":2721,"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,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}