Ntawm qhov muag, Ark Innovation ETF (ARKK Tau txais ARK Innovation ETF Daim Ntawv Qhia , pov tseg 260,407 feem ntawm cov kev pabcuam suab-streaming Spotify (SPOT Tau txais Spotify Technology SA Daim Ntawv Qhia , tus nqi ntawm $ 28.3 lab. Cov Tshuag tau poob 53% xyoo rau hnub tim.
Thiab Ark cov nyiaj tau tshem tawm 169,195 feem ntawm Singapore-based digital lom ze tuam txhab SEA (SE Tau Txais Hiav Txwv Ltd. (Singapore) Report , tus nqi ntawm $ 13.5 lab. Cov Tshuag tau poob 63% txog rau tam sim no xyoo no.
Tom qab S&P 500
Raws li Ark cov nyiaj tau poob rau hauv lub hlis tsis ntev los no, Wood tau tiv thaiv nws tus kheej los ntawm kev ceeb toom tias nws muaj tsib xyoos kev nqis peev hauv qab ntug.
Thiab cov ntaub ntawv tsib xyoos ntawm Ark Innovation tuaj yeem muab kev nplij siab rau cov tub ua lag luam kom txog rau thaum lub Tsib Hlis 9. Cov nyiaj rov qab tsib xyoos tau yeej ntawm S&P 500 mus txog thaum ntawd. Tab sis tsib xyoos ib xyoos rov qab los ntawm Ark Innovation tag nrho 10.61% txog Lub Tsib Hlis 26, tom qab S&P 500's 12.94% rov qab los.
Ark Innovation tau poob 52% txog rau tam sim no xyoo no, raws li Wood's disruptive technology tuam txhab uas muag tau ntaus skids. Thiab nws tau nqis 72% los ntawm nws lub Ob Hlis 2021 ncov. Raging inflation thiab soaring paj paj tau pab muab lub kibosh ntawm tech stocks.
Tseem, Wood cov tub ua lag luam tsis tso nws tseg. Ark Innovation nyiam qhov nyiaj tau los ntawm $ 1.4 billion txog rau lub xyoo no, txij li lub lim tiam ntawm Tsib Hlis 16, Wall Street Journal tau tshaj tawm .
Thiab cov paj laum luv ntawm $ 8.4 billion nyiaj poob rau 9.2% ntawm cov khoom lag luam zoo tshaj plaws nyob rau lub lim tiam ntawm Tsib Hlis 23, nqis los ntawm lub Plaub Hlis siab kawg ntawm 17%, raws li IHS Markit, raws li hais los ntawm Bloomberg . Kev muag luv luv yog thawj koom ruam uas tus nqi Tshuag yuav poob.
Stagdeflation Los
Lub caij no, Wood tau tham txog nws txoj kev lag luam macroeconomic hauv webinar tsis ntev los no .
Thaum ntau tus kws tshaj lij xav tias muaj kev sib tw ntawm stagflation - sluggish kev loj hlob ntawm kev lag luam ua ke nrog kev nce nyiaj txiag - nws pom stagdeflation. Qhov ntawd yog kev loj hlob qeeb ua ke nrog kev poob nyiaj txiag.
Wood tau hais tias "Peb yuav pom ntau dua deflationary rog thaum kawg ntawm tag nrho cov no dua li kev nce nqi zog," Wood hais. "Peb nyob rau theem pib pom qhov no." Cov neeg siv khoom tus nqi nce 8.3% hauv 12 lub hlis txog rau lub Plaub Hlis.
Lawm, Wood hais tias qhov no yuav yog lub sijhawm zoo rau nws "kev cuam tshuam" cov khoom siv thev naus laus zis: "Lub sijhawm nyuaj, kev tsim kho tshiab tau txais kev txhawb nqa."