木头姐的ARK基金稳住了吗？

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木头姐的ARK基金稳住了吗？

华尔街见闻2021-06-28

经历了最艰难的几个月后，但Ark Investment Management的Cathie Wood（后文称木头姐）重新杀了回来。目前，ARK基金的资金流入正在增加，该基金公司管理的资产规模再次增长，其旗舰基金自5月低点以来已上涨26%。截至上周五，木头姐的ARK创新交易所交易基金（ARKK）连续七天上涨，创下自去年7月以来的最长连胜纪录，上周上涨的幅度也达到了5.5%。其成分股特斯拉和...

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Sochkio
·2021-06-29
不怕不怕，買
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yong168
·2021-06-28
?
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Simon00
·2021-06-28
穩住
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3
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- CodyTang:
  [得意][得意]
  2021-06-28
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Yim_有理想
·2021-06-28
??
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- Simon00:
  ok
  2021-06-28
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HazelTing00
·2021-06-28
加油
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- KT1535:
  ??
  2021-06-28
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Wood（后文称木头姐）重新杀了回来。\n目前，ARK基金的资金流入正在增加，该基金公司管理的资产规模再次增长，其旗舰基金自5月低点以来已上涨26%。\n截至上周五，木头姐的ARK创新交易所交易基金（ARKK）连续七天上涨，创下自去年7月以来的最长连胜纪录，上周上涨的幅度也达到了5.5%。其成分股特斯拉和Roku公司也分别上涨了7.8%和17%。\n\n在此期间，投资者向该基金投入了超过9亿美元，远远超过了他们在4月和5月撤出的约2.5亿美元，而后者是自该基金2019年以来的首次月度资金净流出。\n彭博社的数据显示，方舟管理的ETF基金的总资产从上月末的426亿美元升至目前的约478亿美元。今年以来，木头姐的公司总共吸纳了158亿美元的新资金。\n此外，对ARK基金的看空也在下降。数据统计空头利息占ARKK已发行基金资产总额的比例已降至2.9%，而5月初这个数值为4.6%。\n问题来了，木头姐能坚持下去吗？ARK基金能够稳住吗？\n在过去一年多里，木头姐一战封神。随着新冠疫情重创美国经济以及美联储天量放水，木头姐似乎每一次都押对了市场走势，但今年早些时候由于他所押注的科技股回调，她遭受了自成为耀眼新星、“牛市女皇”以来的第一次重大打击。\n在过去几个月里，ARKK 从峰值一度下跌了近 40%，因为对通胀预期上升的担忧沉重打击了她所押注的科技公司。\n然而在过去的一个半月里，木头姐已经设法挽回了局面。她的主要基金已经抹去了今年以来的亏损，这对于她的忠实簇拥来说是一个好消息。\n值得注意的是，ARK系列基金的赎回速度似乎并没有人们想象的那么快，因为木头姐的大多数支持者即使在基金低迷时期仍然在支持她。\n当然，在未来，对通胀预期的担忧随时可能卷土重来，这将再次导致科技成长股下跌并拖累ARK基金。\nMoors&Cabot董事总经理James Pillow表示：ARKK持有资产的最大风险是利率预期。\n值得一提的是，在此轮反弹中，木头姐的一些小众ETF表现更好。比如ARK自主技术与机器人ETF（ARKQ）今年以来上涨了12.5%，而ARK金融科技创新ETF（ARKF）则上涨了8%。\n当然，有喜也有忧，木头姐过去两个月的操作和押注，也有看走眼的时候。\n由于全球监管机构对数字货币的持续打击，比特币上周跌破了30000美元/枚，而木头姐5 月份大手笔买入的Coinbase自4月上市以来已经下跌了10%。此外她对DraftKings的押注也相当失败累，该公司较3月份的高点下跌了近30%。\n对于ARK基金的未来，Miller Tabak首席市场策略师Matt Maley表示，ARKK的重仓股上涨都是由美联储的流动性推动的，如果流动性一直保持充足，ARKK会继续卷土重来。\nFBB的Pele表示，在通胀预期飙升、美联储是否会加息、以及经济增长的复杂斗争中，目前木头姐可能只是暂时喘息，这也给了木头姐和一些高成长性公司一些喘息空间。","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":159064133,"gmtCreate":1624931812622,"gmtModify":1703848220623,"author":{"id":"3569024945901577","authorId":"3569024945901577","name":"Sochkio","avatar":"https://static.tigerbbs.com/0eda332522c086f2f5a4de481a4859f7","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":4,"crmLevelSwitch":1,"idStr":"3569024945901577","authorIdStr":"3569024945901577"},"htmlText":"不怕不怕，買","listText":"不怕不怕，買","text":"不怕不怕，買","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159064133","repostId":2146446836,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":150821590,"gmtCreate":1624893431210,"gmtModify":1703847375707,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3570966674623757","authorIdStr":"3570966674623757"},"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150821590","repostId":2146446836,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":150829974,"gmtCreate":1624893367098,"gmtModify":1703847371773,"author":{"id":"3581680957656743","authorId":"3581680957656743","name":"Simon00","avatar":"https://static.tigerbbs.com/175b0b8022b6805c99aa38bdf8f5b106","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581680957656743","authorIdStr":"3581680957656743"},"htmlText":"穩住","listText":"穩住","text":"穩住","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/150829974","repostId":2146446836,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5056021,"gmtCreate":1624893484442,"gmtModify":1663230214345,"authorId":3582531877047380,"author":{"id":3582531877047380,"idStr":"3582531877047380","authorId":3582531877047380,"name":"CodyTang","avatar":"https://static.tigerbbs.com/dd76a195d33f5dc7317cca7f1fb80e0c","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":150829974,"type":1,"supId":0,"prevId":0,"content":"[得意][得意]","text":"[得意][得意]","html":"[得意][得意]"}],"langContent":"CN"},{"id":150830553,"gmtCreate":1624892025772,"gmtModify":1703847311556,"author":{"id":"3559560052614828","authorId":"3559560052614828","name":"Yim_有理想","avatar":"https://static.tigerbbs.com/c656cf208686d079699c04e33019b11b","vip":1,"crmLevel":2,"crmLevelSwitch":1,"idStr":"3559560052614828","authorIdStr":"3559560052614828"},"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/150830553","repostId":2146446836,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5055982,"gmtCreate":1624893356740,"gmtModify":1631890324822,"authorId":3581680957656743,"author":{"id":3581680957656743,"idStr":"3581680957656743","authorId":3581680957656743,"name":"Simon00","avatar":"https://static.tigerbbs.com/175b0b8022b6805c99aa38bdf8f5b106","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":150830553,"type":1,"supId":0,"prevId":0,"content":"ok","text":"ok","html":"ok"}],"langContent":"EN"},{"id":150899271,"gmtCreate":1624891697293,"gmtModify":1703847297887,"author":{"id":"3585306204075146","authorId":"3585306204075146","name":"HazelTing00","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3585306204075146","authorIdStr":"3585306204075146"},"htmlText":"加油","listText":"加油","text":"加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/150899271","repostId":2146446836,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5055743,"gmtCreate":1624892372476,"gmtModify":1663230212732,"authorId":3574856489046861,"author":{"id":3574856489046861,"idStr":"3574856489046861","authorId":3574856489046861,"name":"KT1535","avatar":"https://static.tigerbbs.com/4019d4b7036c57a0fd7ca4520ad6e1ea","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},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