Nws tau txais txiaj ntsig ntau dua los twv tawm tsam Cathie Wood - Thiab cov neeg ua lag luam tau them nyiaj

(Bloomberg) - Cov neeg muag luv luv tau nyob hauv tsev ntawm Cathie Wood lub pas dej ua ke ntawm kev sib pauv pauv nyiaj, tsis muaj kev cuam tshuam los ntawm kev nce nqi los twv tawm tsam Ark Investment Management tsev neeg.

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Cov neeg lag luam uas xav tias nws pab pawg ntawm cov nyiaj yuav poob qis tau xa cov paj paj luv luv rau 16.8% ntawm tag nrho cov kev sib koom pub dawb, nce li ntawm 13% nyob rau nruab nrab Lub Yim Hli, raws li cov ntaub ntawv sau los ntawm Ihor Dusaniwsky ntawm S3 Partners. Nws yog thawj koom ruam uas Tsoom Fwv Teb Chaws Reserve txoj kev nruj nruj yuav txuas ntxiv rau rau rau Wood tus nqi-sensitive xaiv. Nws cov peev nyiaj tseem ceeb tau poob ib ncig ntawm 60% txog rau xyoo no.

Txawm hais tias tag nrho cov paj laum luv luv rau cov nyiaj tau poob rau $ 1.86 nphom lub lim tiam no los ntawm $ 1.92 nphom hauv nruab nrab Lub Yim Hli, muaj txog $ 405 lab ntawm kev muag luv luv uas ze li $ 463 lab ntawm kev ua lag luam poob qis hauv tus nqi ntawm cov khoom luv luv. . Qhov ntawd txhais tau hais tias raws li tus nqi ntawm cov khoom luv luv tau poob qis, muaj kev muag luv luv ntxiv txhawm rau ua rau qhov poob qis. Dusaniwsky tau hais tias "Cov neeg muag khoom luv tau saib rov qab lawv cov thawj koom ruam hauv kev lag luam yeej," Dusaniwsky tau hais.

"Cov neeg muag khoom luv luv tau txhawb nqa lawv cov thawj koom ruam raws li cov nqi ntawm cov khoom lag luam hauv qab ARK ETF tsis kam," nws hais, taw qhia tias qhov nruab nrab cov nqi qiv qiv nyiaj luv rau ETFs tau nce mus rau 4.92% los ntawm 2.6% nyob rau nruab nrab Lub Yim Hli.

Qhov kev nce siab hauv kev muag luv luv yog qhov kev tawm mus los ntawm xyoo tas los no, thaum tus nqi ntawm luv luv bets poob. Tom qab lub hnub qub 2021, Ntoo cov nyiaj tau tawm tsam los tiv thaiv kev hloov pauv kev xav ntawm tus tub luam raws li Fed kev tawm tsam kev nce nqi hem hom kev loj hlob ntawm cov khoom lag luam hauv Ark cov nyiaj.

Ob lub flagship ARK Innovation ETF (ticker ARKK) thiab ARK Fintech Innovation ETF (ARKF) tau poob kwv yees li 60% xyoo no, thaum ARK Genomic Revolution ETF (ARKG) tau poob txog 45%. S3 suav yim nyiaj sib txawv hauv nws qhov kev suav.

Zaj dab neeg tseem ntxiv

Mohit Bajaj, tus thawj coj ntawm ETFs ntawm WallachBeth Capital tau hais tias "Nws tsis txawv dua li lwm cov nyiaj: Raws li kev lag luam tseem muag tawm, tib neeg tab tom nrhiav luv luv cov nyiaj tam sim no vim lawv xav tias lawv yuav poob qis tshaj plaws," said Mohit Bajaj, tus thawj coj ntawm ETFs ntawm WallachBeth Capital. "Lub npe siab dua-beta zoo li poob qhov nyuaj tshaj plaws thaum kev lag luam poob qis."

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