ARK女神持倉每日跟蹤|2021年04月07日
ARK基金介紹
凱瑟琳-伍德(Catherine Wood)女士,已經在金融和投資領域工作超過30年了。她於2013年創辦方舟投資管理公司(ARK Investment Management)。作爲創始人、首席執行官、首席投資官,她的投資績效非常突出,重倉特斯拉一戰讓她名聲大振,也被很多人稱爲女巴菲特。
由於ARK基金管理的ETF的業績非常出色,ARK會公佈每日持倉動作。4月7日,美股研究社整理該基金持倉動作如下:
Bought:$LC/$SGFY/$RPTX/$MASS/$BEAM/$FATE/$TRMB/$TTD
Sold:$ICE/$TREE/$PSTI/$PHR/$SNPS
社長點評:
1、TRMB連續數個交易日被爆買,股價也是連續刷新歷史新高,可能是短期見頂的信號。
2、TTD近期首次被加倉,CTV廣告是一個長期增長的好賽道,值得我們重點佈局。
文章來源:美股研究社,轉載請註明版權
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