“女股神”伍德：美股并无泡沫，但债市泡沫已现

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“女股神”伍德：美股并无泡沫，但债市泡沫已现

腾讯网 2021-02-12

腾讯证券2月12日讯，尽管所有人都在关注美国股市可能已经处于泡沫之中的观点，但很重要的一点是要指出，并不是每个人都同意这个观点。方舟投资公司（Ark Invest）的首席执行官凯西·伍德（Cathie Wood）享有“女股神”的盛誉，她管理着方舟创新ETF（ARK Innovation ETF）和方舟基因革命ETF（ARK Genomic Revolution ETF），可以说是最成功的基金...

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Boris628
·2021-02-12
Lol
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MyKhoo
·2021-02-12
疑幻是真真假難分南柯一夢唯心定真
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haoran
·2021-02-12
Of course she would say there's no bubble so investors will continue buying into her ETFs
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</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>腾讯证券2月12日讯，尽管所有人都在关注美国股市可能已经处于泡沫之中的观点，但很重要的一点是要指出，并不是每个人都同意这个观点。\n方舟投资公司（Ark Invest）的首席执行官凯西·伍德（Cathie Wood）享有“女股神”的盛誉，她管理着方舟创新ETF（ARK Innovation ETF）和方舟基因革命ETF（ARK Genomic Revolution ETF），可以说是最成功的基金...</p>\n\n<a href=\"https://new.qq.com/omn/20210212/20210212A00QL100.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":"ROKU","symbol_name":"Roku Inc","start_time":0,"source_url":"https://new.qq.com/omn/20210212/20210212A00QL100.html","article_id":"1150366475","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/fca8fb46987dd44f23033bff8816eaa7"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1150366475","pubTimestamp":1613100770,"sourceInfo":{"source_id":"lsy1571985465872","name":"腾讯网"},"weMediaInfo":null,"summary":"腾讯证券2月12日讯，尽管所有人都在关注美国股市可能已经处于泡沫之中的观点，但很重要的一点是要指出，并不是每个人都同意这个观点。\n方舟投资公司（Ark 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ETF），可以说是最成功的基金经理人之一。据财经信息供应商FactSet提供的数据显示，在过去12个月时间里，这两只ETF（交易所交易基金）吸引的资金流入超过了其他任何主动管理型股票ETF。而在每月一次的网络研讨会上，伍德提出了反对股市存在泡沫的论点。\n自2018年以来，股票市场的资金流出达到了3000亿美元左右，其中不包括公司回购股票所花费的资金。伍德指出，同期已有1万亿美元资金流入债券市场。她说道：“如果说哪里有泡沫的话，那也不是在股市上，而是在固定收益市场上。”\n伍德表示，私人股本正在助长这个泡沫。“看到那些成熟的私募股权公司继续提高杠杆率，以便使其能够享受到私募股权的分配，这对我来说是令人惊讶的。”她表示，通过不投资于未来的方式，私募股权公司正在借此维持高倍数的现金流。“对这些公司来说，这已经成了一个问题，而随着时间的推移，它们的高现金流利润率将消失。”\n她指出，视频游戏零售商GameStop（NYSE:GME，国内常称为“游戏驿站”）和AMC娱乐公司股票一度暴涨的走势也助长了债券市场的泡沫。以AMC娱乐公司为例，其票面利率为5%的公司债的收益率已经飙升至80%，原因是股价的大涨使得这家电影院线运营商有能力发行股票。她表示：“如果AMC破产，那么谁来承担责任？我不认为一次股票发行就能改变他们的处境。”\n另外，伍德还抨击了被动型投资模式。她说道：“我们在过去20年里看到了向被动型投资模式的转变，而现在看来，这种模式所带来的回报令人失望的。”。虽然她承认被动型基金确实比较便宜的，但她表示，这种基金“便宜是有原因的”，这句话经常与反对价值股的论点联系在一起。伍德认为，至少应该通过投资创新来对冲风险。\n在股市上，那些在创新和投资方面处于领先地位的公司和那些没有这种领先优势的公司之间存在分歧。伍德列举了电动汽车制造商特斯拉、支付服务公司Square和流媒体数字播放器制造商Roku作为例子，说明正在演变之中的平台型公司将会最大的赢家。她说道：“我们认为，这些公司的估值将会上升，就像亚马逊的估值一直都在上升那样。”","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":386085915,"gmtCreate":1613112657637,"gmtModify":1704878516714,"author":{"id":"3568930674369958","authorId":"3568930674369958","name":"Boris628","avatar":"https://static.tigerbbs.com/a8dfcfdfd3fab52796ba7c3129a89fe8","vip":1,"crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3568930674369958","idStr":"3568930674369958"},"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/386085915","repostId":1150366475,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":388748492,"gmtCreate":1613102202616,"gmtModify":1704878434371,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","vip":1,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3567334721242358","idStr":"3567334721242358"},"htmlText":"疑幻是真 真假難分 南柯一夢 唯心定真","listText":"疑幻是真 真假難分 南柯一夢 唯心定真","text":"疑幻是真 真假難分 南柯一夢 唯心定真","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/388748492","repostId":1150366475,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":388756986,"gmtCreate":1613100959645,"gmtModify":1704878423850,"author":{"id":"3555018102520237","authorId":"3555018102520237","name":"haoran","avatar":"https://static.tigerbbs.com/98846908e2f9dcc2c2892438f62318b7","vip":1,"crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"3555018102520237","idStr":"3555018102520237"},"htmlText":"Of course she would say there's no bubble so investors will continue buying into her ETFs","listText":"Of course she would say there's no bubble so investors will continue buying into her ETFs","text":"Of course she would say there's no bubble so investors will continue buying into her ETFs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/388756986","repostId":1150366475,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":14,"commentSize":3,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}