(Bloomberg) - Cathie Wood tau hais tias cov chaw muab kev pabcuam software yuav yog tus tom ntej los caij tsheb ntawm kev txawj ntse txawj ntse uas tau tsav los ntawm Nvidia Corp.
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Wood, CEO thiab tus tsim ntawm Ark Investment Management LLC, hais rau Bloomberg TV hnub Wednesday, "Peb tab tom nrhiav rau cov chaw muab software uas tam sim no nyob qhov twg Nvidia yog thaum peb xub yuav nws." Thaum Nvidia xav tias yuav ua tau zoo nyob rau lub sijhawm, Ark yog "mus rau yam tom ntej," nws hais ntxiv.
Ntoo's flagship ARK Innovation ETF (ticker ARKK) txiav nws tuav hauv Nvidia thaum Lub Ib Hlis thiab tau plam tawm ntawm qhov kev sib tw epic uas ua rau cov chipmaker luv luv hla $ 1 trillion hauv kev lag luam ntsuas. Ntoo tau tiv thaiv nws qhov kev txiav txim siab los pov tseg Nvidia shares, hais txog kev txhawj xeeb ntawm lub computer-chip kev lag luam lub voj voog tawg thiab hais tias nws yog "tus nqi ua ntej ntawm nkhaus" hauv tweet ua ntej lub lim tiam no.
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Hloov chaw, Ntoo tab tom twv ntawm cov khoom lag luam software uas nws xav kom nws thiaj li loj hlob mus rau qhov loj ntawm Nvidia, hais txog UiPath Inc., Twilio Inc. thiab Teladoc Health Inc. ua piv txwv tseem ceeb. Ntoo cov nyiaj tuav tag nrho peb cov khoom lag luam.
Wood hais rau Bloomberg TV "Rau txhua duas las ntawm cov khoom siv uas Nvidia muag, cov chaw muab software, SaaS cov chaw muab khoom yuav tsim tau 8 las hauv cov nyiaj tau los," Wood hais rau Bloomberg TV.
Ntoo yog twv rau trio ntawm tuam txhab uas muag tau poob deb ntawm lawv qhov siab. New York-based UiPath tau nce mus rau ntau dua $ 85 ib feem tom qab mus rau pej xeem hauv 2021 thiab tau poob txog 80% txij li thaum. San Francisco-based Twilio tau poob 85% los ntawm nws qhov siab tshaj plaws hauv 2021, thaum Teladoc Health tau tawm ntau dua 90% los ntawm nws qhov siab nyob rau tib lub xyoo.
Ark Innovation ETF tau poob ntau dua 10% txij li nws qhov siab tshaj plaws nyob rau lub Ob Hlis thaum ntxov, thaum Nasdaq 100 Tshuag Index tau dhia 12% nyob rau lub sijhawm.
Ntoo rov hais dua Tesla yog "qhov loj tshaj plaws kev txawj ntse ua si," thiab xav tias nws cov nqi khoom lag luam yuav ncav cuag $ 2,000 hauv 2027 ntawm kev siv thev naus laus zis los ntawm ib puag ncig $ 200 tam sim no.
"Txoj kev tsheb tavxij uas peb ntseeg tias thoob ntiaj teb yuav xa $ 10 trillion hauv cov nyiaj tau los ntawm yuav luag xoom" los ntawm 2038, nws hais rau Bloomberg TV. "Tesla ntau tus neeg xav tias yog ib qho khoom lag luam pib. Peb tsis yog, peb xav tias nws muaj ntau tshaj qhov ntawd. "
Ntawm Tuam Tshoj, Wood tau hais tias txoj cai "kev vam meej" cov txheej txheem muaj txhais tau tias cov tuam txhab nthuav dav hauv lub tebchaws yuav tsum tau tso tseg ntawm cov npoo yog tias lawv xav tau lub sijhawm ntawm qhov ntsuas.
- Nrog kev pab los ntawm Shery Ahn, Rebecca Sin, Edwin Chan thiab Peter Elstrom.
(Hloov kho nrog ntau ntxiv ntawm Wood's software xaiv los ntawm kab lus thib rau)
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Tau qhov twg los: https://finance.yahoo.com/news/cathie-wood-says-software-stocks-023408860.html