木頭姐VS大空頭！你支持誰？

爱运动的小虎哥
2021-08-18

一位是Michael Burry，他因爲在2008年做空次貸而一戰成名，其傳奇的經歷也被拍攝成了電影《大空頭》；另一位是ARK基金的首席執行官及投資總裁， 有科技股女股神之稱的“木頭姐”凱瑟琳·伍德， 其旗下基金淨值在去年暴漲170%，被譽爲“女版巴菲特”。

而近日，據SEC公開文件顯示，Michael Burry旗下對衝基金Scion Asset Management公佈截至2021年6月30日止二季度持倉報告，新建倉ARKK看跌期權，目前佔整體投資組合的比例爲1.48%。

值得一提的是，$ARK Innovation ETF(ARKK)$ 第一重倉股 $特斯拉(TSLA)$，Michael Burry 也持有35.11%倉位的看跌期權，由此可見‘大空頭’看空特斯拉的決心。 

而當地時間8月17日，Cathie Wood 就在社交媒體上做出了迴應，稱Michael Burry不瞭解創新空間。

大多數看空者似乎相信，通脹繼續加速，將縮短投資期限並摧毀估值。儘管我們認爲這是與供應鏈相關的短期通脹爆發，但股市和債市自3月份以來都出現了上漲。

Michael Burry基於經濟基本面做出了一個偉大的決定，並認識到住房/抵押貸款市場正在醞釀的災難。 但我認爲他並不瞭解創新領域正在創造爆炸性增長和投資機會的基本面因素。
在我們看來，ARK基金致力於研究的創新爆炸的種子，是在以科技和電信泡沫破滅結束的20年裏埋下的。 經過20多年的醞釀，這些技術應該會在未來10年改變世界

虎友們，你們更看好大空頭，還是木頭姐呢？ 說說你的理由！！

vote木頭姐VS大空頭！你支持誰？(Single choice)
272 people voted· Ended

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Comment（136）

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  • Green_Bull
    ·2021-08-18
    TOP
    I vote MB due to newton's law. whatever goes up will come down. hehe
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  • Gibbie
    ·2021-08-18
    TOP
    they can be both right. MB put option horizon is max 2 yrs. but arkk  horizon is 5 yrs. most arkk companies will continue to grow to their valuation, but short term valuation may be abit streched.
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    • Benzmercz: 
      Ok
      2021-08-21
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    • Tah: 
      K
      2021-08-20
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  • KYHBKO
    ·2021-08-21
    both are right based on their approach and time horizon. all innovations must be proven. MB sees inflation and increase interest rates that will affect high growth stocks that promise future earnings.
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  • HuatKueh313
    ·2021-08-23
    bond yield has gone down dramatically since the high of 1.74. commodity prices has slide much, oil has continued to slide since Jul high as opec knew high oil price will drive more people to EVs
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  • Khikho
    ·2021-08-30
    谁能带着我们赚到钱，就支持谁


    够现实吗[捂脸]
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  • AliceSam
    ·2021-08-30
    我支持木头姐?
    [开心]
    你呢？ @khikho
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  • Lely84
    ·2021-08-22
    Love both
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    • Rahyenong: 
      Like this pls :)
      2021-08-23
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  • 邱秋球
    ·2021-08-21
    木头姐威武
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  • XiDon
    ·2021-08-21
    Interested to see who is right
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  • Benvaluein
    ·2021-08-23
    The ARK will float in the midst storm, the shorts will be BURied
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  • Winwin8
    ·2021-08-23
    Hate both. Manipulate the market Hate both. Manipulate the market
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  • 我i168
    ·2021-08-22
    I voted for Cathie Wood.
    Why? She is an investor. Michael Burry is a trader.
    I am an investor.
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  • 招财进宝的我
    ·2021-08-21
    [强] [强] [强]
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  • meixue
    ·2021-08-21
    喜爱下来，也该洗了
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  • unitlancer
    ·2021-08-21
    have poditions in both?
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  • mko2
    ·2021-08-21
    impossible to tell yet
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  • Snakewood
    ·2021-08-21
    Cathie will prove right
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  • 许哲东
    ·2021-08-21
    MB is right for short term and Wood is right for Long term..
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  • valueTrader
    ·2021-08-20
    cathie wood. think long term
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  • Genesis8888
    ·2021-08-20
    take your sides
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