Cathie Wood ntawm Ark Invest tau hais rau hnub Thursday cov tuam txhab thev naus laus zis hauv nws cov khoom lag luam tsom mus rau kev tsim kho tshiab yog qhov tsis muaj nqis, thiab nws ntseeg tias nws cov peev nyiaj tsis ntev los no muag tau luv luv.
Wood tau hais rau hnub Thursday ntawm CNBC's "Halftime Report." "Peb tau poob qis heev," "Peb ntseeg tias kev tsim kho tshiab yog nyob rau hauv qhov chaw sib tham hauv qab daus… Peb cov khoom lag luam thev naus laus zis yog qhov tsis muaj txiaj ntsig ntsig txog lawv lub peev xwm ... Muab rau peb tsib xyoos, peb tab tom khiav cov txiaj ntsig sib sib zog nqus."
Nws cov peev nyiaj tseem ceeb ARK Innovation ETF raug ntes nyob rau hauv qhov tseem ceeb ntawm tech-driven muag tawm hauv 2022, nqis 26% xyoo rau hnub tim. Qee qhov ntawm nws qhov kev tuav pov hwm loj, suav nrog Zoom, Teladoc Health thiab Roku, tau poob ntau li 70% xyoo no ntawm kev cia siab tias yuav nce cov paj laum.
Wood hais tias "Peb qhov kev txhawj xeeb loj tshaj plaws yog tias peb cov tub ua lag luam tig qhov peb ntseeg tias yog kev poob ib ntus mus rau qhov poob mus tas li," Wood hais.
Cov nqi siab dua feem ntau rau txim rau cov hnab ris loj hlob ntawm kev ua lag luam uas tso siab rau tus nqi qis los qiv rau kev nqis peev hauv kev tsim kho tshiab. Thiab lawv cov nyiaj khwv tau los yav tom ntej zoo li tsis txaus nyiam thaum cov nqi nce.
Nws hais tias nws tsis nqis peev rau ib qho ntawm cov tuam txhab loj Tech loj xws li Microsoft. ARKK bets ntawm tuam txhab uas muag nyob rau hauv lub forefront ntawm disruptive technology nyob rau hauv ib tug ntau yam ntawm kev lag luam los ntawm DNA mus rau automation, neeg hlau, thiab dag txawj ntse. Nws cov tuav saum toj kawg nkaus suav nrog Tesla, Exact Sciences, UiPath thiab Coinbase.
"Hnub no peb muaj cov tub ua lag luam ua qhov tsis sib xws ntawm qhov lawv tau ua hauv 90s lig. Lawv khiav mus rau pem roob. Nws muaj kev pheej hmoo tawm vim kev nce nqi thiab cov paj laum. Thiab cov toj yog lawv cov qauv. Lawv tab tom khiav mus rau yav dhau los, ” Wood hais.
"Yog tias peb ua tau zoo thiab kev cuam tshuam kev hloov pauv tshiab uas tab tom hloov pauv mus rau qhov tsis sib xws thiab cuam tshuam kev coj noj coj ua hauv ntiaj teb, cov qauv ntsuas no yog qhov txaus ntshai. Tsis yog peb cov ntaub ntawv pov thawj, ”nws hais ntxiv.
Txawm hais tias qhov ua tsis tau zoo, nws ARKK tau nyiam ntau dua $ 70 lab hauv cov nyiaj tau los rau xyoo rau hnub tim, raws li FactSet.
Tus neeg ua lag luam kev lag luam tshiab tau hais tias nws ntseeg tias qhov kev nce nqi ntawm cov khoom lag luam loj hlob yuav xaus thaum kawg thiab tias deflationary rog yuav rov qab los.
Wood tau hais tias "Ntau yam uas tshwm sim yog cov saw hlau cuam tshuam," Wood hais. "Kuv xav tias deflationary rog yog tsim nyob rau hauv kev lag luam muaj zog heev."
Tau qhov twg los: https://www.cnbc.com/2022/02/17/cathie-wood-says-her-innovation-stocks-are-way-undervalued-and-recent-fund-losses-temporary.html