「女股神」Cathie Wood重申通縮威脅大於通脹
有「女股神」之稱的方舟投資管理創辦人Cathie Wood表示,全球經濟增長放緩將導致通縮,而非通脹。她指消費者情緒跌至歷史低、汽油價格上升及科技創新加快將對能源股構成壓力,又指價值投資策略將帶來損害。
方舟投資旗下創新基金(ARKK.US)今年累跌61%,主要持股特斯拉(TSLA.US)、Zoom(ZM.US)及Roku(ROKU.US)今年各累跌三成或以上。該基金上周累跌18%,主要受Coinbase Global(COIN.US)股價下滑近兩成帶動,後者受加密貨幣下跌拖累。
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