本週市場震盪,ARK旗下的幾隻基金都大幅下挫,從ARK每日郵件長長的交易記錄上可以感受到,她應對基金贖回的左右騰挪。 過去的五個交易日中,$ARK Innovation ETF(ARKK)$$ARK Next Generation Internet ETF(ARKW)$在大幅降低之前堅定買入的大市值股票的倉位,下舉幾例:ARKW持有$蘋果(AAPL)$的股份數量減少了98%;ARKK持有騰訊的股份數量減少了15%,ARKW減少了26%,ARKF減少了14%;ARKK持有$臺積電(TSM)$ 的股票數量減少了71%;ARKW持有BABA的股票數量減少了99%…… 而與此同時,ARKK在大幅加倉一些中等市值股票的倉位,下舉幾例:ARKK持有的$Twitter(TWTR)$ 的股份數量增加了356%;ARKK持有PLTR的股份數量增加了44%;ARKK持有BEAM的股份數量增加了251%……賣出大市值和高流動性的股票,應對贖回;買入中等市值的股票以抄底,可以概括出ARK在本週操盤的表現。但問題是,如果這些流動性好的股票賣完了,再面臨繼續贖回的壓力,該怎麼辦? (更多關於ARK操盤內容歡迎訂閱“ARK實盤跟蹤”空間站)

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  • 斗鱼开头
    ·2021-02-28
    Cathie Wood 解释了Arc ETF没有赎回压力,是持有者在市场相互交易。
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  • 特斯拉多头
    ·2021-02-28
    高通胀的预期提高了科技股的创新成本,估计ARK会迎来困难的一到两年了
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  • 谨谨慎慎
    ·2021-02-28
    可能就不赎回了?估计她觉得大市值的估计这段时间也不会涨到那里去[贱笑]虾猜的
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  • karlbox512
    ·2021-02-28
    长期持有应该还是没问题的吧
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  • plaispool
    ·2021-02-28
    都是大机构操盘,对小散没有参考意义
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  • 孙会州
    ·2021-02-28
    入市需学习
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  • Kah
    ·2021-03-02
    Great
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  • 康康1793
    ·2021-03-02
    真可怕
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  • JimShern
    ·2021-03-02
    ❤️
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  • JackX
    ·2021-03-01
    ?
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  • 壹恣王睿
    ·2021-03-01
    ?
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  • Imbaliang
    ·2021-03-01
    nice
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  • bchew89
    ·2021-03-01
    ??
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  • LukeTan
    ·2021-02-28
    [财迷]
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  • TLC
    ·2021-03-01
    谢谢分享
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  • Jher
    ·2021-03-01
    Nice
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  • LCWLCWLCW
    ·2021-02-28
    Commenting
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  • Hustlerzz
    ·2021-02-28
    ?
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  • Koalala
    ·2021-02-28
    WOw!
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  • T4580569
    ·2021-02-28
    [财迷]
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