“女股神”的新选择：抱紧科技、消费，不要银行、油气

Wind资讯2021-09-02

在美股不断创下新高之际，「牛市女皇」凯西•伍德(Cathie Wood)正准备推出一只专注于透明度的新ETF。伍德周二提交的一份文件显示，Ark Investment Management的透明度ETF将密切跟踪一项指数，该指数不包括酒类、银行、赌博和油气等行业。从持仓市值较大的公司来看，这只新ETF专注的仍是科技和消费，包括微软、苹果、耐克及其他方舟基金所偏好的特斯拉公司。业内人士表示，这只...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

龙腾虎跃168
2021-09-03
龙腾虎跃168
有主題
AdeCK
2021-09-03
AdeCK
感覺還不錯
Slow slow
2021-09-02
Slow slow
科技和消費，我也看好
- DavidLeeT:
  [微笑]
Slow slow
2021-09-02
Slow slow
這篇文章不錯，轉發給大家看
- 龙腾虎跃168:
  主题明确
Kellytan
2021-09-02
Kellytan
好
- Yuyi:
  好
Kellytan
2021-09-02
Kellytan
Ok

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1181970107?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/360a7172db128f3eeeee17a0524eee46","is_english":false,"pubTime":"2021-09-02 21:04","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1181970107","market":"us","top_or_hot":-1,"title":"“女股神”的新选择：抱紧科技、消费，不要银行、油气","media":"Wind资讯","content":"<div>\n<p>在美股不断创下新高之际，「牛市女皇」凯西•伍德(Cathie Wood)正准备推出一只专注于透明度的新ETF。\n伍德周二提交的一份文件显示，Ark Investment Management的透明度ETF将密切跟踪一项指数，该指数不包括酒类、银行、赌博和油气等行业。从持仓市值较大的公司来看，这只新ETF专注的仍是科技和消费，包括微软、苹果、耐克及其他方舟基金所偏好的特斯拉公司。\n业内人士表示，这只...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/G8W5O4T_STFIGD27HZnGLg\">Source Link</a>\n\n</div>\n","source":"wind","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>“女股神”的新选择：抱紧科技、消费，不要银行、油气</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n“女股神”的新选择：抱紧科技、消费，不要银行、油气\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-02 21:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/G8W5O4T_STFIGD27HZnGLg><strong>Wind资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在美股不断创下新高之际，「牛市女皇」凯西•伍德(Cathie Wood)正准备推出一只专注于透明度的新ETF。\n伍德周二提交的一份文件显示，Ark Investment Management的透明度ETF将密切跟踪一项指数，该指数不包括酒类、银行、赌博和油气等行业。从持仓市值较大的公司来看，这只新ETF专注的仍是科技和消费，包括微软、苹果、耐克及其他方舟基金所偏好的特斯拉公司。\n业内人士表示，这只...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/G8W5O4T_STFIGD27HZnGLg\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ARKF","symbol_name":"ARK Fintech Innovation ETF","start_time":0,"source_url":"https://mp.weixin.qq.com/s/G8W5O4T_STFIGD27HZnGLg","article_id":"1181970107","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/360a7172db128f3eeeee17a0524eee46"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1181970107","pubTimestamp":1630587856,"columns":[],"sourceInfo":{"source_id":"wind","name":"wind资讯"},"weMediaInfo":null,"summary":"凯西•伍德正准备推出一只专注于透明度的新ETF。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"ARKF":"ARK Fintech Innovation ETF","ARKK":"ARK Innovation ETF","ARKG":"ARK Genomic Revolution ETF"},"translate_title":"The New Choice of \"Female Stock God\": Hold tight to technology and consumption, not banks and oil and gas","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/3c263324e04b719e5999e5d3a1ad53f9","symbols_score_info":{"ARKF":0.9,"ARKG":0.9,"ARKK":0.9},"content_text":"在美股不断创下新高之际，「牛市女皇」凯西•伍德(Cathie Wood)正准备推出一只专注于透明度的新ETF。\n伍德周二提交的一份文件显示，Ark Investment Management的透明度ETF将密切跟踪一项指数，该指数不包括酒类、银行、赌博和油气等行业。从持仓市值较大的公司来看，这只新ETF专注的仍是科技和消费，包括微软、苹果、耐克及其他方舟基金所偏好的特斯拉公司。\n业内人士表示，这只新的ETF可谓是「方舟版ESG（环境、社会和治理标准）」，只不过它所关注的更多在透明度上。伍德一直主张基金的透明度，公开披露自己的选股选择，这帮助她获得了散户热捧。她的基金在2020年疫情期间取得了惊人的回报，使其获得了「牛市女皇」的赞誉。\n不过，方舟公司的旗舰产品ARK Innovation ETF (ARKK)在2021年却表现稍显乏力，今年年初以来ARKK下跌近2%，而标普500指数同期涨超20%。\n\n随着经济复苏和通胀预期升温，降低了对热门成长股的回报预期。ARKK持仓前五的股票中，特斯拉今年以来仅上涨4%，而Teladoc年初至今跌逾27%。\n跟「木头姐」选股还灵验吗？\n事实上，被伍德新ETF「婉拒」的银行和油气板块，今年以来都取得突出表现。经济复苏推动了这些超跌领域反弹，标普500金融指数今年以来已经涨近30%，摩根士丹利、高盛集团和富国银行今年以来涨幅已超过50%。\n另一方面，受从原油到木材等一系列商品上涨推动，标普500能源指数今年以来涨幅达到26.6%。大陆能源涨、卡隆石油等油气板块个股年初至今涨幅已超过100%。\n尽管如此，伍德依旧在公开发言中坚持其对通胀及颠覆性科技公司的观点，认为商品价格最终会回落。她预计，一旦全球经济全面开放，「我们将看到商品价格进行非常严重的调整」。\n伍德认为，由于技术创新，通货紧缩而非通货膨胀将是未来几年全球市场的主导主题。她说，基准10年期美国国债的收益率很可能将维持在1.5%至3%之间，而油价不太可能突破每桶70美元。但事实上，ICE布油在今年6月收盘价突破70美元/桶，目前价格落在72美元/桶上方。\n价值股vs成长股\n随着全球开始走出疫情带来的打击，价值股逐渐较成长股「后来居上」。在新冠疫情高峰期，所谓的「成长价值」表现利差达到了互联网繁荣时期的水平，但在2021年显著下降。\n在2020年疫情的第一阶段，由于大型信息技术公司的成功，经济增长势头强劲，而投资者则被熟悉的公司如苹果、AMZN和facebook所吸引。与此同时，金融类股和消费必需品类股下跌，因投资者担心危机对消费者的影响。\n2020年底和2021年初情况发生了迅速变化，当时疫苗被引入，各国重新恢复开放。与成长型股票相比，遭受重创的价值型股票表现极度落后，但它们开始反弹。在能源价格回升，重新开放帮助了工业企业、利率上升，以及经济和贸易活动水平上升的前景提振了金融类股的推动下，价值表现优于疫情封锁期间的峰值。\nTD Ameritrade 高级投资组合经理 Viraj Desai 表示：「此外，到2021年年中出现的通胀恐慌，也促使成长股表现不佳，因为在通胀环境下，未来的收益溢价会更低。这也是长期固定收益资产开始表现不佳的原因，尽管它们在6月和7月出现了反弹迹象。到2021年中期，当前盈利增长的前景以及通胀对该行业可能影响较低的看法，推动了该行业的价值。」\n然而，随着债券市场再次上涨，导致收益率下降，并可能缓解对成长股票的通胀压力的担忧。据摩根士丹利资本国际(MSCI)的数据，在截至6月份的12个月里，成长型类别的增速超过了价值型类别。\nDesai 指出，由Delta变异病毒而导致的复苏疲软可能会拖累价值，尽管价值股在复苏中往往表现优于大盘，并且可能仍有上涨空间。「人们绝不能忽视增长的长期前景以及成长型股票目前正在发生的一些重大创新。谨慎的投资者将希望确保他们在两者之间实现多元化。」","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":812476392,"gmtCreate":1630621095516,"gmtModify":1676530356126,"author":{"id":"4088296979073510","authorId":"4088296979073510","name":"龙腾虎跃168","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"4088296979073510","authorIdStr":"4088296979073510"},"htmlText":"有主題","listText":"有主題","text":"有主題","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/812476392","repostId":1181970107,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":812485184,"gmtCreate":1630604844148,"gmtModify":1676530354806,"author":{"id":"4087543454946620","authorId":"4087543454946620","name":"AdeCK","avatar":"https://static.tigerbbs.com/490b49ffb304013b6510a5eea56804a8","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"4087543454946620","authorIdStr":"4087543454946620"},"htmlText":"感覺還不錯","listText":"感覺還不錯","text":"感覺還不錯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/812485184","repostId":1181970107,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":812523743,"gmtCreate":1630595571982,"gmtModify":1676530352643,"author":{"id":"4091912393416440","authorId":"4091912393416440","name":"Slow slow","avatar":"https://community-static.tradeup.com/news/8291365b482180c8f87573cc7396d086","vip":1,"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":3,"crmLevelSwitch":1,"idStr":"4091912393416440","authorIdStr":"4091912393416440"},"htmlText":"科技和消費，我也看好","listText":"科技和消費，我也看好","text":"科技和消費，我也看好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/812523743","repostId":1181970107,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5733450,"gmtCreate":1630603690039,"gmtModify":1631889996978,"authorId":3578436425687491,"author":{"id":3578436425687491,"idStr":"3578436425687491","authorId":3578436425687491,"name":"DavidLeeT","avatar":"https://static.tigerbbs.com/583d6a8bf5cad26a556357b62b26a0c1","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":812523743,"type":1,"supId":0,"prevId":0,"content":"[微笑]","text":"[微笑]","html":"[微笑]"}],"langContent":"CN"},{"id":812523597,"gmtCreate":1630595553919,"gmtModify":1676530352635,"author":{"id":"4091912393416440","authorId":"4091912393416440","name":"Slow slow","avatar":"https://community-static.tradeup.com/news/8291365b482180c8f87573cc7396d086","vip":1,"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":3,"crmLevelSwitch":1,"idStr":"4091912393416440","authorIdStr":"4091912393416440"},"htmlText":"這篇文章不錯，轉發給大家看","listText":"這篇文章不錯，轉發給大家看","text":"這篇文章不錯，轉發給大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/812523597","repostId":1181970107,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5734253,"gmtCreate":1630621062597,"gmtModify":1663233303027,"authorId":4088296979073510,"author":{"id":4088296979073510,"idStr":"4088296979073510","authorId":4088296979073510,"name":"龙腾虎跃168","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":812523597,"type":1,"supId":0,"prevId":0,"content":"主题明确","text":"主题明确","html":"主题明确"}],"langContent":"CN"},{"id":812252950,"gmtCreate":1630591731370,"gmtModify":1676530350371,"author":{"id":"3586591951932367","authorId":"3586591951932367","name":"Kellytan","avatar":"https://static.tigerbbs.com/49d9e5c19d9d4908b66f605e189b42b6","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3586591951932367","authorIdStr":"3586591951932367"},"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/812252950","repostId":1181970107,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5733632,"gmtCreate":1630608888420,"gmtModify":1663233302151,"authorId":3568885585448254,"author":{"id":3568885585448254,"idStr":"3568885585448254","authorId":3568885585448254,"name":"Yuyi","avatar":"https://static.tigerbbs.com/2c6eeb186816d2dcbffddfa79e1b8f21","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":812252950,"type":1,"supId":0,"prevId":0,"content":"好","text":"好","html":"好"}],"langContent":"CN"},{"id":812251677,"gmtCreate":1630591621899,"gmtModify":1676530350295,"author":{"id":"3586591951932367","authorId":"3586591951932367","name":"Kellytan","avatar":"https://static.tigerbbs.com/49d9e5c19d9d4908b66f605e189b42b6","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3586591951932367","authorIdStr":"3586591951932367"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/812251677","repostId":1181970107,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":30,"commentSize":9,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1181970107"}