Cathie Wood, CEO thiab tus tsim ntawm Ark Invest, hais tias nws nqis peev rau tsib xyoos lub sijhawm, betting loj ntawm kev xav txog kev loj hlob npe xws li Tesla (TSLA), xyoo (ROKU), Zoom Cov Lus Sib Tham (ZM) thiab Khw Tshaj Tawm (KAV). Tab sis hauv 2022 tsawg kawg, Ark 10 qhov kev tuav pov hwm loj tshaj plaws tau poob qis.
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Zoom Video Communications yog qhov loj tshaj plaws tuav thoob plaws Ark Invest ntau yam ETFs thaum Lub Kaum Ib Hlis 25, ua raws li Exact Sciences, Tesla, Roku thiab Square-niam txiv. Thaiv (SQ). UiPath (PATH), Teladoc Kev Noj Qab Haus Huv (TDOC), Shopify, Intellia Kev Kho Mob (NTLA) thiab Tshuaj Ntsuab Los Kho Ntau Yam (Crsp) ncig tawm Cathie Wood's 10 qhov chaw ua haujlwm loj tshaj plaws.
Cathie Wood's Top Holdings: 2022 Kev Ua Haujlwm
| lub tuam txhab | Ticker | 2022 YTD change | Vs. siab txhua lub sijhawm |
|---|---|---|---|
| zoom | ZM | -58.9% | -87.2% |
| Yam Kev Tshawb Fawb | ROOJ | -45.2% | -73.3% |
| Tesla | TSLA | -48.1% | -55.9% |
| xyoo | ROKU | -75.4% | -88.6% |
| Thaiv | SQ | -60.8% | -78.1% |
| UiPath | PATH | -71.2% | -86.2% |
| Teladoc Kev Noj Qab Haus Huv | TDOC | -69.9% | -91.0% |
| Khw Tshaj Tawm | KAV | -73.2% | -79.1% |
| Intellia Kev Kho Mob | NTLA | -58.0% | -75.5% |
| Tshuaj Ntsuab Los Kho Ntau Yam | Crsp | -27.4% | -75.0% |
CRSP Tshuag yog qhov ua tau zoo tshaj plaws ntawm qhov loj Ark tuav, thiab nws tseem qis dua 27%. ROKU Tshuag yog qhov laggard, plunging 75% hauv 2022. Tesla Tshuag tawm 48%, zoo dua qhov nruab nrab poob ze li 59%.
Lub caij no, S&P 500 poob qis 15.5% txog rau xyoo no, thaum Nasdaq composite tawm 28.2%. Dow Jones Industrial Nruab Nrab tau poob qis tsuas yog 5.5%.
Teladoc Leads Ark Declines Los ntawm Txhua Lub Sijhawm Siab
Tag nrho ntawm Ark Invest cov khoom lag luam saum toj kawg nkaus 10 poob qis dua los ntawm lawv cov ntaub ntawv siab tshaj plaws tau teeb tsa hauv 2020 lossis 2021. TDOC Tshuag tau poob 91% los ntawm nws lub Ob Hlis 2021 ncov. Tesla Tshuag yog 56% qis dua nws lub Kaum Ib Hlis 2021 sab saum toj, thiab qhov ntawd yog qhov poob qis tshaj plaws.
Qhov nruab nrab, cov 10 sab saum toj Ark Invest tuav yog tawm 79% los ntawm txhua lub sijhawm siab.
Cathie Wood Ntxiv Rau Losers
Cathie Wood thiab Ark Invest tsis tau yuav nyob rau sab saum toj ntawm tag nrho cov khoom lag luam no. Nws nyiam yuav ntawm qhov tsis muaj zog thiab muag ntawm lub zog.
Nws tau poob qis rau Ark Invest's Tesla ceg txheem ntseeg tau ze dua rau cov ntaub ntawv siab, txawm hais tias nws tau ntxiv rov qab qee qhov sib koom tsis ntev los no.
Tseem Tesla Tshuag yog tib txoj haujlwm sib tw hauv Cathie Wood's sab saum toj 10 tuav. NTLA Tshuag thiab CRSP Tshuag yog tib qho kev tuav pov hwm txawm tias ze rau qhov sib tw rau Ark Invest.
Xyoo dhau los, Ntoo tau ntxiv rau Roku, UiPath Tshuag thiab ob peb lwm yam hauv xyoo dhau los tom qab muag loj.
Hauv 2020 thiab mus rau 2021, lo lus ntawm Cathie Wood ua txoj haujlwm tshiab lossis loj dua hauv cov Tshuag yuav ua rau muaj kev nce qib loj rau hnub tom qab. Tab sis tsis yog lawm.
Cathie Wood's 10 qhov kev tuav pov hwm loj tshaj plaws rau ze li 45% ntawm Ark Invest tag nrho cov tuav, nrog ZM Tshuag thiab Tesla txhua tus accounting yuav luag 6%. Ark muaj tsuas yog 0.13% ntawm megacap Tesla Tshuag, tab sis txog 11% ntawm TDOC Tshuag thiab Intellia Therapeutics. Ntoo kuj muaj ntau dua 9% ntawm EXAS Tshuag, Roku, UiPath thiab Crispr Therapeutics.
Tesla tau txais txiaj ntsig, Tab sis Ntau Qhov Nyiaj-Poob Ark Ua Lag Luam Tshuag
Tesla cov nyiaj tau los muaj zog thiab tseem loj hlob sai, tab sis nws yog ib qho outlier ntawm Cathie Wood lub loj Ark Invest tuav. Zoom Video thiab Square tau txais txiaj ntsig, txawm tias cov nyiaj tau los poob qis heev hauv 2022. Shopify thiab UiPath tau pom tshaj tawm cov nyiaj tau los lossis poob.
Roku, Exact Sciences, Teladoc, Crispr Therapeutics thiab Intellia Therapeutics yuav tsum tshaj tawm txog kev poob loj hauv 2022 thiab 2023.
Tesla Vs. BYD: Yam EV Giant Yog Qhov Yuav Zoo Dua?
Ark ETFs Plunge
Cathie Wood's flagship ARK Innovation ETF (ARKK) poob 62% hauv 2022 thiab 77% ntawm nws lub Ob Hlis 2021 saum toj kawg nkaus. Nyuam qhuav pib lub hlis no, ARKK tau poob qis tsib xyoos. Lub Ark Genomic Revolution ETF (ARKG) ntaus ob xyoos qis hauv Lub Rau Hli thaum Ark Fintech Innovation ETF (ARKF) teev cov ntaub ntawv qis rau lub hlis no.
Qee qhov saum toj kawg nkaus 10 Ark tuav tau tuaj yeem rov qab los, rov qab lawv cov kev poob loj thiab mus rau qhov siab dua. Tab sis ntau tus yuav tsis. Cov tuam txhab no yog nyob rau hauv kev txiav-ntug teb, los ntawm EVs mus rau automation rau telemedicine thiab noob kho. Tab sis qhov ntawd tsis tas txhais tau tias cov tuam txhab tshwj xeeb thiab cov khoom lag luam yuav ua rau txoj hauv kev, txawm tias nyob rau ntawm Cathie Wood-style lub sij hawm qab ntug.
Thov ua raws li Ed Carson ntawm Twitter ntawm @IBD_ECarson rau cov khoom lag luam hloov tshiab thiab ntau dua.
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Tau qhov twg los: https://www.investors.com/news/cathie-wood-has-bet-big-on-these-10-stocks-how-theyre-performing/?src=A00220&yptr=yahoo