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2021-07-15

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小摩警告Ark重蹈网络泡沫时代的“牛市陷阱”

摩根大通的Shawn Quigg认为，Cathie Wood的旗舰ETF正在显示出很多泡沫性质，类似于2000年的增长股基金，投资者应考虑通过期权做空它。这位衍生品策略师认为，美国国债收益率下半年的上升可能会触发ARK Innovation ETF下跌。“进入牛市陷阱逆转，”Quigg在周四的客户报告中写道。Wood的Ark Investment Management在2021年取得漂亮开局，得益于电动汽车、生物技术和加密货币等板块以及居家防疫板块的上涨。摩根大通预计，在持续的复苏和经济重开中，周期性和价值资产将跑赢大盘。

小摩警告Ark重蹈网络泡沫时代的“牛市陷阱”

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