“言行不一”的木头姐：基金下跌后抛售特斯拉

智通财经2021-12-16

ARK Invest 创始人、“木头姐”凯西•伍德(Cathie Wood)最近接受采访时表示，当公司的基金出现亏损时，ARK 通常会将其头寸转向高信念(high conviction)的股票，如特斯拉(TSLA.US)、Roku(ROKU.US)、Teladoc Health(TDOC.US)、Block(SQ.US)、Shopify(SHOP.US)等。然而，分析显示，最近几天，她实际上是...

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Diaschy86
2021-12-16
Diaschy86
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创始人、“木头姐”凯西•伍德(Cathie Wood)最近接受采访时表示，当公司的基金出现亏损时，ARK 通常会将其头寸转向高信念(high conviction)的股票，如特斯拉(TSLA.US)、Roku(ROKU.US)、Teladoc Health(TDOC.US)、Block(SQ.US)、Shopify(SHOP.US)等。 \n然而，分析显示，最近几天，她实际上是...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/623036.html\">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":"BK4527","symbol_name":"明星科技股","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/623036.html","article_id":"2191999065","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2191999065","pubTimestamp":1639635076,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，ARK Invest 创始人、“木头姐”凯西伍德最近接受采访时表示，当公司的基金出现亏损时，ARK. 通常会将其头寸转向高信念的股票，如特斯拉、Roku、Teladoc. 从12月9日至14日，ARK多只基金下跌。下跌了9.1%，ARK Genomic Revolution Multi-Sector ETF 下跌了3.3%， ARK. 可以在不违反任何法规的情况下出售伍德暗示她正在购买的股票。时发表上述言论的，该ETF主要关注运营透明度较高的公司。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4551":"寇图资本持仓","SHOP":"Shopify Inc","BK4550":"红杉资本持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","TSLA":"特斯拉","BK4548":"巴美列捷福持仓"},"translate_title":"Wood sister with \"different words and deeds\": selling Tesla Motors after the fund fell","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/da9ae0d49489ea4376eeb6010c46b557","symbols_score_info":{"SHOP":0.9,"TSLA":0.9},"content_text":"ARK Invest 创始人、“木头姐”凯西•伍德(Cathie Wood)最近接受采访时表示，当公司的基金出现亏损时，ARK 通常会将其头寸转向高信念(high conviction)的股票，如特斯拉(TSLA.US)、Roku(ROKU.US)、Teladoc Health(TDOC.US)、Block(SQ.US)、Shopify(SHOP.US)等。 \n然而，分析显示，最近几天，她实际上是在抛售一些高信念股票，而不是买入。\n根据ARK公布的交易记录，伍德实际上并没有购买Roku以外的任何高信念股票，而是抛售了特斯拉和Shopify的股票:\nARK基金一直在下跌\nARK的发言人没有对该公司的举动发表任何评论，但这些交易似乎与伍德所说的Ark基金下滑时期的策略背道而驰。\n从12月9日至14日，ARK多只基金下跌。ARK Innovation ETF (ARKK.US)下跌了7%，ARK Autonomous Technology & Robotics ETF (ARKQ.US)下跌了4.7%，ARK Next Generation Internet ETF (ARKW.US)下跌了9.1%，ARK Genomic Revolution Multi-Sector ETF (ARKG.US)下跌了3.3%， ARK Fintech Innovation ETF (ARKF.US)下跌8%，ARK Space Exploration & Innovation ETF(ARKX.US)下跌2.6%。\n伍德接受采访时似乎暗示，在这种低迷时期，Ark将买入更多公司的高信念股票，而不是出售它们。\n“当传统资产管理公司在规避风险的情况下管理其投资组合时，他们会分散投资以更接近他们的指数，”这位Ark首席执行官表示。 \n“在他们买进指数股，然后卖出我们的(高信念)股票时，我们会买进。”\n这样的举动违法吗?\n波士顿学院卡罗尔管理学院证券法教授、前联邦检察官Rachel Spooner表示, Ark 可以在不违反任何法规的情况下出售伍德暗示她正在购买的股票。\nSpooner表示，只要伍德表现出诚意，检察官就不会因为这么短时间内看似矛盾的交易而起诉ARK。\n“如果她是为了投资者的最大利益而被迫改变主意，那么她的行为和之前说的不一致也没关系。”\n但具有讽刺意味的是，伍德是在介绍ARK公司新成立的ARK Transparency ETF (CTRU.US)时发表上述言论的，该ETF主要关注运营透明度较高的公司。\n伍德表示，ARK认为透明度对其运营非常重要，她表示ARK的运营“非常透明”。\n与此同时，尽管美国CPI最近录得39年来最大涨幅，但伍德仍继续坚持其长期通缩的看法。","kind":null,"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":9000055019,"gmtCreate":1639636248856,"gmtModify":1676533491643,"author":{"id":"3582212677594923","authorId":"3582212677594923","name":"Diaschy86","avatar":"https://static.tigerbbs.com/023e36d76d8f4434c4ca55ea9d316933","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3582212677594923","idStr":"3582212677594923"},"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000055019","repostId":2191999065,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":5,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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