元宇宙概念ETF:投資者的一個新選擇
摘要:Roundhill球元界ETF (METV)爲投資者提供一個對元宇宙探索和投資的選擇。除此之外,現在大熱的虛擬現實和遊戲引擎等新興技術讓元宇宙擁有擴展虛擬世界的能力,並得到前所未有的發展。根據彭博資訊和方舟投資的數據,元宇宙預計將成爲增長最快的科技領域之一,預計到2025年將增長一倍以上。儘管前景令人興奮,但我相信市場仍在發展,目前還很難選出贏家。如果我們看一下元宇宙概念的估值,我認爲許多股票都被高估了,長期投資者最好持有長期看漲期權,而不是購買某隻單一的股票。換句話說,METV可能會是投機者短期內利用股價波動投機的最好選擇。
Roundhill球元界ETF(METV)的基本介紹:該基金跟蹤Ball Metaverse Index指數,目前的戰略是全方面接觸元宇宙。元宇宙可以被描述爲目前互聯網的替代品,提供一種連接虛擬和現實世界的體驗,包括涉及計算、網絡、虛擬平臺、數據交換、網絡支付等公司。
METV的行業配置:對提供遊戲平臺的公司權重約20%,計算機零件提供商約19%,開發雲計算公司約16%。以上這3個行業佔該基金總資產一半以上。
METV的資金分佈:超80%的資金投資於美國,其次是新加坡約4.6%和韓國約4%。
METV的投資策略:約46%的資金投資於成長型大型公司的股票,大市值公司通常指市值超過100億美元的公司。其次是大型混合股票,佔總資產的25%。
值得注意的是該基金將約66%的資金投資於成長型股票,意味着這將比價值型投資策略承擔更多的風險。不僅如此,該基金投資非常多元化,投資於約43種不同的股票。前10只股票佔投資組合的44%,沒有一隻股票的權重超過9%。對於股票基金來說,投資者需要注意的是投資組合的估值。
根據晨星的數據,該基金目前的市淨率約爲5倍,平均市盈率約爲23倍。儘管該基金投資的公司都是世界上最偉大的公司之一,比如Meta platform Inc,但大部分投資組合的估值似乎都被高估了。此外,發達市場利率上升對高市盈率股票顯然不是一個好兆頭,所以看漲必定存在風險。
在當前的宏觀環境下,METV目前的投資策略較不穩定,可能在短期內表現不佳。如果從長期來看,元宇宙概念基金收益的高低得取決元世界發展的進度。目前投機商人可以從短期或長期的波動中獲益。對於長線投資者來說,我認爲看漲期權是比直接購買標的股票更安全的選擇。
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