通胀来了吗？“木头姐”唱空大宗商品牛市

20
6
Favorite

通胀来了吗？“木头姐”唱空大宗商品牛市

Wind资讯2021-05-12

香港万得通讯社报道，随着科技股遭到持续抛售，凯茜·伍德（Cathie Wood）的旗舰基金方舟创新（ARKInnovation）本周触及年内最低点。具体来看，ARKInnovationETF在5月11日一度触及2020年11月以来的新低，随后反弹上涨。这只投资“颠覆性创新科技”的基金被许多人当作是成长股的晴雨表，而该ETF自2月16日以来的高点已回撤逾30%。伍德的核心ETF现在本月下跌超过...

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.

Report

Comment（6）

joyo1662
·2021-05-12
木頭姐心虛啊。。。
Reply
2
Report
Fold Replies
- joyo1662Replying to反卡:
  是吧
  2021-05-12
  Reply
  Report
- joyo1662:
  是啊是啊
  2021-05-12
  Reply
  Report
- 反卡:
  买ark指数基金就是买特斯拉。。。
  2021-05-12
  Reply
  Report
View more 2 comments
CCW168
·2021-05-12
Noted ✅
Reply
Like
Report
林建荣
·2021-05-12
Ok
Reply
Like
Report
好无聊的老头
·2021-05-12
這個人說實話，沒啥實力
Reply
Like
Report
Yuyi
·2021-05-12
?
Reply
Like
Report
Fold Replies
- Ylychg:
  哈
  2021-05-12
  Reply
  Report
有爱的骡
·2021-05-12
期貨看不懂
Reply
Like
Report

Most Discussed

7x24

All

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/1194924987?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/e28e5eb027a16c9491e19609d574c67e","is_english":false,"pubTime":"2021-05-12 08:37","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1194924987","market":"us","top_or_hot":-1,"title":"通胀来了吗？“木头姐”唱空大宗商品牛市","media":"Wind资讯","content":"<div>\n<p>香港万得通讯社报道，随着科技股遭到持续抛售，凯茜·伍德（Cathie Wood）的旗舰基金方舟创新（ARKInnovation）本周触及年内最低点。具体来看，ARKInnovationETF在5月11日一度触及2020年11月以来的新低，随后反弹上涨。\n这只投资“颠覆性创新科技”的基金被许多人当作是成长股的晴雨表，而该ETF自2月16日以来的高点已回撤逾30%。伍德的核心ETF现在本月下跌超过...</p>\n\n<a href=\"https://t.wind.com.cn/mobwftweb/M/news.html?share=wechat&show=wft&code=C4DEB2B6B2AE&newsopenstyle=(null)&lan=cn&device=ios&related=true&version=21.3.6#/528252905\">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>通胀来了吗？“木头姐”唱空大宗商品牛市</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通胀来了吗？“木头姐”唱空大宗商品牛市\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-12 08:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://t.wind.com.cn/mobwftweb/M/news.html?share=wechat&show=wft&code=C4DEB2B6B2AE&newsopenstyle=(null)&lan=cn&device=ios&related=true&version=21.3.6#/528252905><strong>Wind资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>香港万得通讯社报道，随着科技股遭到持续抛售，凯茜·伍德（Cathie Wood）的旗舰基金方舟创新（ARKInnovation）本周触及年内最低点。具体来看，ARKInnovationETF在5月11日一度触及2020年11月以来的新低，随后反弹上涨。\n这只投资“颠覆性创新科技”的基金被许多人当作是成长股的晴雨表，而该ETF自2月16日以来的高点已回撤逾30%。伍德的核心ETF现在本月下跌超过...</p>\n\n<a href=\"https://t.wind.com.cn/mobwftweb/M/news.html?share=wechat&show=wft&code=C4DEB2B6B2AE&newsopenstyle=(null)&lan=cn&device=ios&related=true&version=21.3.6#/528252905\">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":"161715","symbol_name":"大宗商品","start_time":0,"source_url":"https://t.wind.com.cn/mobwftweb/M/news.html?share=wechat&show=wft&code=C4DEB2B6B2AE&newsopenstyle=(null)&lan=cn&device=ios&related=true&version=21.3.6#/528252905","article_id":"1194924987","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/e28e5eb027a16c9491e19609d574c67e"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1194924987","pubTimestamp":1620779854,"sourceInfo":{"source_id":"wind","name":"wind资讯"},"weMediaInfo":null,"summary":"香港万得通讯社报道，随着科技股遭到持续抛售，凯茜·伍德（Cathie Wood）的旗舰基金方舟创新（ARKInnovation）本周触及年内最低点。具体来看，ARKInnovationETF在5月11","collect":0,"end_time":0,"defaultTopTitle":"wind.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"161715":"大宗商品","000979.SH":"大宗商品"},"translate_title":"Is inflation coming? \"Wooden Sister\" Sings Empty Commodity Bull Market","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/a77d73da3d5c0c400e8f5736c7014f46","symbols_score_info":{"161715":0.9,"000979.SH":0.9},"content_text":"香港万得通讯社报道，随着科技股遭到持续抛售，凯茜·伍德（Cathie Wood）的旗舰基金方舟创新（ARKInnovation）本周触及年内最低点。具体来看，ARKInnovationETF在5月11日一度触及2020年11月以来的新低，随后反弹上涨。\n这只投资“颠覆性创新科技”的基金被许多人当作是成长股的晴雨表，而该ETF自2月16日以来的高点已回撤逾30%。伍德的核心ETF现在本月下跌超过12%，今年迄今为止下跌超过14%。\n“木头姐”唱空大宗商品牛市\n自今年年初以来，对通货膨胀的担忧严重困扰着成长型股票，并助长了价值型股票的涨幅，而价值型股票往往受益于商品价格上涨和利率上升。罗素1000价值指数全年增长16.4%，而罗素1000成长指数同期增长3.97%。\n伍德说：“今天的市场争夺战比我们在任何其他周期中看到的都要严重。”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。\n伍德称，尽管投资者转向价值股的势头“强劲”，但高成长类股仍具吸引力。“许多人认为，过去3个月发生的事情相当于科技和电信行业的泡沫破裂。我们一点也不认为这是事实。”她也仍然看好特斯拉这样的成长型股票，尽管它们最近有所下跌，但在未来5年将继续表现出色。\n“牛市女皇”核心ETF跌破200日均线\n伴随着成长股的普遍抛售，ARKInnovation也跌破200日移动均线，这是交易者关注的关键技术水平，本质上是过去200个收盘价的平均水平。\nInstinet执行董事弗兰克•卡佩里(Frank Cappelleri)向CNBC表示：“ARK和其他投机性成长型ETF的问题在于，3个月来短期反弹已大幅消退。”“这只ETF要想让交易员相信并非仅仅是反弹几天，还需要做更多的事情。”\n“换句话说，在没有上行的情况下，仅仅回到200日移动均线上方并不意味着什么。这仍然是最大的担忧，”卡佩里补充说。\n即使在过去几个月大跌之后，从凯茜·伍德旗下基金的长期表现来看，实际损失也并不明显。然而，考虑到近期有大批投资者涌入，以至于她的实际财富创造记录并不令人印象深刻。BespokeInvestmentGroup的分析师计算，截至周一，她的基金自成立以来的货币加权年化回报率为5.24%，这远低于对普通标准普尔500指数基金的稳定投资。\n而ARK Invest的账面收益依赖于一些令人不安的集中头寸。既有特斯拉这样流动性强的大公司，也有Intellia Therapeutics这样的小公司。Intellia Therapeutics去年的销售额只有5800万美元。如果随着投资者现金的撤离，ARK开始抛售大量股票，这些公司可能会受到严重打击。\n据《华尔街日报》报道，到2020年底，ARK基金持有Intellia 16.52%的股份，比其他任何机构都要多。从2020年初到今年1月的最高点，Intellia上涨了470%，但此后回落了27%，使其目前的市值约为43亿美元。","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":193607057,"gmtCreate":1620782511879,"gmtModify":1704348278921,"author":{"id":"3581471170845885","authorId":"3581471170845885","name":"joyo1662","avatar":"https://static.tigerbbs.com/a32caec3685f62092b8796041ccf4883","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3581471170845885","authorIdStr":"3581471170845885"},"htmlText":"木頭姐心虛啊。。。","listText":"木頭姐心虛啊。。。","text":"木頭姐心虛啊。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/193607057","repostId":1194924987,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4303534,"gmtCreate":1620825144152,"gmtModify":1680788335687,"authorId":3581471170845885,"author":{"id":3581471170845885,"idStr":"3581471170845885","authorId":3581471170845885,"name":"joyo1662","avatar":"https://static.tigerbbs.com/a32caec3685f62092b8796041ccf4883","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3580275814541024,"repliedAuthor":{"id":3580275814541024,"idStr":"3580275814541024","authorId":3580275814541024,"name":"反卡","avatar":"https://static.tigerbbs.com/23b44616759354d7ac0127233867d9b9","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":193607057,"type":1,"supId":4298291,"prevId":4301577,"content":"是吧","text":"是吧","html":"是吧"},{"id":4303533,"gmtCreate":1620825134341,"gmtModify":1680788331972,"authorId":3581471170845885,"author":{"id":3581471170845885,"idStr":"3581471170845885","authorId":3581471170845885,"name":"joyo1662","avatar":"https://static.tigerbbs.com/a32caec3685f62092b8796041ccf4883","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":193607057,"type":1,"supId":4301580,"prevId":0,"content":"是啊是啊","text":"是啊是啊","html":"是啊是啊"},{"id":4301580,"gmtCreate":1620807009037,"gmtModify":1680788299930,"authorId":3580275814541024,"author":{"id":3580275814541024,"idStr":"3580275814541024","authorId":3580275814541024,"name":"反卡","avatar":"https://static.tigerbbs.com/23b44616759354d7ac0127233867d9b9","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":193607057,"type":1,"supId":0,"prevId":0,"content":"买ark指数基金就是买特斯拉。。。","text":"买ark指数基金就是买特斯拉。。。","html":"买ark指数基金就是买特斯拉。。。"},{"id":4301577,"gmtCreate":1620806974706,"gmtModify":1680788295772,"authorId":3580275814541024,"author":{"id":3580275814541024,"idStr":"3580275814541024","authorId":3580275814541024,"name":"反卡","avatar":"https://static.tigerbbs.com/23b44616759354d7ac0127233867d9b9","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":193607057,"type":1,"supId":4298291,"prevId":0,"content":"木头姐还没有经历过熊市考验","text":"木头姐还没有经历过熊市考验","html":"木头姐还没有经历过熊市考验"},{"id":4298862,"gmtCreate":1620784841950,"gmtModify":1680788250063,"authorId":3560642550122443,"author":{"id":3560642550122443,"idStr":"3560642550122443","authorId":3560642550122443,"name":"___7912","avatar":"https://static.tigerbbs.com/16a292f34de21c176a8dab06c4112804","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":193607057,"type":1,"supId":0,"prevId":0,"content":"[开心]","text":"[开心]","html":"[开心]"}],"langContent":"CN"},{"id":193608458,"gmtCreate":1620782302474,"gmtModify":1704348273582,"author":{"id":"3583820718498545","authorId":"3583820718498545","name":"CCW168","avatar":"https://static.tigerbbs.com/900e7da23423a7ce50589016a0fdbe5a","vip":1,"crmLevel":1,"crmLevelSwitch":1,"idStr":"3583820718498545","authorIdStr":"3583820718498545"},"htmlText":"Noted ✅","listText":"Noted ✅","text":"Noted ✅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193608458","repostId":1194924987,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":193848004,"gmtCreate":1620781434408,"gmtModify":1704348247311,"author":{"id":"3565400297091055","authorId":"3565400297091055","name":"林建荣","avatar":"https://community-static.tradeup.com/news/de550bf8433dde493d195493d56f644f","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":6,"crmLevelSwitch":1,"idStr":"3565400297091055","authorIdStr":"3565400297091055"},"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/193848004","repostId":1194924987,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":193849611,"gmtCreate":1620781262533,"gmtModify":1704348243758,"author":{"id":"3523020859331474","authorId":"3523020859331474","name":"好无聊的老头","avatar":"https://static.tigerbbs.com/b00f56a8a946db8a1203af0007dac57e","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3523020859331474","authorIdStr":"3523020859331474"},"htmlText":"這個人說實話，沒啥實力","listText":"這個人說實話，沒啥實力","text":"這個人說實話，沒啥實力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193849611","repostId":1194924987,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":193840692,"gmtCreate":1620781213216,"gmtModify":1704348242422,"author":{"id":"3568885585448254","authorId":"3568885585448254","name":"Yuyi","avatar":"https://static.tigerbbs.com/2c6eeb186816d2dcbffddfa79e1b8f21","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3568885585448254","authorIdStr":"3568885585448254"},"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/193840692","repostId":1194924987,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4297990,"gmtCreate":1620781411162,"gmtModify":1680788225610,"authorId":3579527905061704,"author":{"id":3579527905061704,"idStr":"3579527905061704","authorId":3579527905061704,"name":"Ylychg","avatar":"https://static.tigerbbs.com/44bba94c2f5b09cfa3b014163f59f3ba","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":193840692,"type":1,"supId":0,"prevId":0,"content":"哈","text":"哈","html":"哈"}],"langContent":"EN"},{"id":193828539,"gmtCreate":1620780417721,"gmtModify":1704348222196,"author":{"id":"3572949240610339","authorId":"3572949240610339","name":"有爱的骡","avatar":"https://static.tigerbbs.com/1289926e504243b71acc9cdcdc246554","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3572949240610339","authorIdStr":"3572949240610339"},"htmlText":"期貨看不懂","listText":"期貨看不懂","text":"期貨看不懂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193828539","repostId":1194924987,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":20,"commentSize":6,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}