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ARK持倉追蹤 | 賣出谷歌增持小鵬

【Ark旗下基金持倉變化小結,2021年12月22日】

上週,木頭姐在博客上發表的一封信引發了熱烈的討論。她在信中提到,其旗下的方舟基金可能在未來五年獲得40%的複合年回報率。

彭博ETF專家Eric Balchunas評論說,木頭姐的預測“似乎是一個潛在的公關錯誤,設定了這麼高的標準。”

大多數積極的經理人都不能保證收益,更別說絕對收益了。他們被律師和公關壓得喘不過氣來。我認爲Cathie之所以如此成功的原因之一是,她並不是職業經理人,而是經營這家小型獨立基金的老闆。話雖如此,但還是有可能做得太過火。”

①ARK系列主動型ETF當日共操作9筆,其中買入5只股票,賣出4只股票。

②ARKQ賣出谷歌,華爾街日報報道,根據追蹤互聯網流量的雲基礎設施公司Cloudflar的數據,TikTok是2021年世界上訪問量最大的互聯網網站,超過了去年領頭羊Alphabet旗下的谷歌。

③ARKQ增持小牛電動,財報顯示,該公司Q3營收12.26億元(人民幣,下同),上年同期爲8.94億元,同比增長37.1%;淨利潤9171.24萬元,上年同期爲8000.64萬元,同比增長14.6%。

④ARKQ加倉小鵬,國信證券發佈研究報告稱,首予小鵬汽車-W(09868)“買入”評級,預計2022年預測市銷率8-9倍,目標區間206-223港元,看好其中高端市場發展。

報告中稱,公司成立初已主打智能化標籤,核心管理團隊由來自互聯網、汽車、金融等行業頂尖人才,聯合創始人何小鵬曾創立UC優視,具強烈企業家精神與創新意識。另外,小鵬軟、硬件同步發力,發揮靈活高效組織優勢,而智能電動勢不可擋。

【ARK系列ETF介紹】

①ARKK:以顛覆性創新產業爲主要投資標的

ARKK專門投資革命性創新的公司,在5個美股ETF中,ARKK投資的公司類型最多元化,包括基因科技、全自動化、物聯網及金融科技相關的公司,可以說是其餘4個ETF的合體。

②ARKQ:以自動科技自動機器人技術爲主要投資標的

ARKQ投資的公司專注於機器人自動化相關的公司,當中投資自動駕駛的公司佔比最多,其次爲自動化機器人、3D打印、儲能技術、太空探索等的相關公司。

③ARKF :以金融科技創新爲主要投資標的

ARKF主力投資金融科技相關公司,其中包括交易平臺、區塊鏈、衆籌平臺等等相關公司。

④ ARKW:以"下一代網絡"爲主要投資標的

ARKW專門投資"下一代網絡"的公司,當中佔比最多的公司爲雲計算、其次爲網絡安全、電子商務、大數據、人工智能等相關公司。

⑤ ARKG:以生物基因科技創新爲主要投資標的

ARKG這隻ETF主要專注於基因革命領域,包括基因編輯技術CRISPR、基因診斷治療、靶向治療、生物信息。

【uSMART目前支持部分美股10倍槓桿日內交易】

以上數據爲Cathie Wood個人/所在機構的過往操作,其交易背後之投資邏輯並不明確,不代表投資建議,注意風險。

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