ARK's Cathie Wood yog tus paub zoo txog tus cwj pwm crypto thiab tau txais kev mloog xov xwm txij li xyoo 2022 pib.
Cathie Wood yog tus neeg xaiv khoom muaj npe nrov thiab tus tsim ntawm $ 60 billion ARK Invest, uas nqis peev hauv cov thev naus laus zis zoo li genomics thiab tsheb tsav tus kheej. Ntoo nrhiav tau ARK hauv 2014 nrog lub hom phiaj ntawm kev ntim cov khoom lag luam hauv cov qauv ETF tom qab ua haujlwm rau lwm cov lag luam lag luam.
Tshaj li tsib xyoos dhau los, nws qhov kev tshaj lij $ 23 billion Ark Innovation Fund tau xa rov qab qhov nruab nrab ntawm kwv yees li 45% txhua xyoo.
Cathie Wood tau txais koob meej
Cathie Wood tau ua lub npe rau nws tus kheej ua tus tswv ntawm kev sib pauv pauv nyiaj xyoo tas los (ETF). Nws tus chij Ark Innovation ETF (ARKK) tau sau cov txiaj ntsig zoo kawg nkaus ntawm 153% hauv 2020, deb tshaj qhov kev ua tau zoo ntawm tag nrho cov lag luam Tshuag. ARKK tau tsim qhov nruab nrab txhua xyoo rov qab los ntawm ntau dua 40% hauv tsib xyoos dhau los.
Txawm hais tias xyoo no muaj kev tawm tsam rau ARKK thiab lwm lub tuam txhab cov nyiaj, Ark Genomic Revolution ETF (ARKG), cov neeg ua lag luam nyiaj tau txuas ntxiv mus, thiab CEOs zoo li Elon Musk xav tshwm sim ntawm nws txoj haujlwm, tshwj xeeb tshaj yog tam sim no uas nws nyuam qhuav stacked ntau shares nyob rau hauv cryptocurrency tuam txhab Coinbase thiab Tesla. Cov neeg lag luam tau tuav txawm tias Wood cov khoom 'txoj kev rocky txoj kev nyob rau ob peb lub hlis dhau los.
Saib rau hauv Cathie's ARK peev
Qhov tseem ceeb ntawm Ark Invest yog "kev cuam tshuam kev hloov pauv tshiab," uas ua rau lub tuam txhab tuaj yeem nqis peev hauv kev lag luam uas lawv cov khoom thiab cov kev pabcuam tau npaj siab los ua kom tau raws li qhov xav tau ntawm lub ntiaj teb uas tab tom muaj kev kub ntxhov.
Lub luag haujlwm tseem ceeb ntawm Ark yog tias thev naus laus zis yuav yog txoj hauv kev zoo tshaj plaws ntawm kev daws cov teeb meem no thiab hais tias kev cuam tshuam-thawj lub siab xav yuav yog thawj txoj hauv kev kom tau txais txiaj ntsig.
“Peb txhua tus xav nrhiav qhov zoo tshaj plaws tom ntej. Cov uas ua raws li cov txheej txheem dhau los tsis muaj kev txhawj xeeb txog yav tom ntej. "
Cathie Ntoo.
Txawm hais tias ARKK thiab ARKG tsis ntev los no tau lag luam, ob qho tib si cov nyiaj tau los ua lag luam nyob rau tsib xyoos dhau los. Txij li thaum lub caij ntuj sov xyoo 2016, ARKK, uas suav nrog cov tuam txhab thev naus laus zis Tesla, Zoom, Coinbase, thiab Shopify, tau nce ze li 450%.
Hauv qhov sib piv, ARKG, uas nqis peev hauv kev lag luam xws li Regeneron Pharmaceuticals thiab Teladoc Health, tus kws kho mob virtual, tau nce ze li 340% nyob rau tib lub sijhawm. ARKG tseem tsom rau kev tsim kho tshiab xws li kev kuaj mob molecular thiab caj ces.
Nrog rau ETFs 'xyoo-rau-hnub poob ntawm 9% thiab 15%, cov tub ua lag luam uas yuav ARKK lossis ARKG hauv 2022 muaj qhov ua rau kev ua koob tsheej me me. Ntau ntawm Ark's tech-focused kev nqis peev tau pom lawv cov shares poob rau xyoo no raws li cov tub ua lag luam hloov lawv cov kev xav ntawm cov tuam txhab loj hlob mus rau kev lag luam rov qab ua si, ua rau muaj kev nyuaj siab ntawm Ark's ETFs.
Txawm hais tias tsis ntev los no, cov tub ua lag luam tseem ntseeg hauv Ark ETFs. Lawv tab tom nqis peev ntau dua hauv Ntoo, qhia tias kev poob qis yog lub sijhawm zoo rau kev yuav khoom. Piv txwv li, ARKK tag nrho cov cuab tam nyob rau hauv kev tswj hwm tau nce mus rau staggering $ 22.6 nphom vim muaj kev nkag mus ntawm ib ncig ntawm $ 5.9 billion xyoo no.
Wood's 2023 kev ua lag luam kev kwv yees kwv yees
Cathie Wood yav dhau los tau hais tias nws "yuav tsis xav tsis thoob" yog tias kev nce nqi pib poob rau xyoo 2023. Ntoo, uas ntseeg tias deflation ua rau muaj kev pheej hmoo ntau dua li kev nce nqi, thov hais tias tam sim no ntiaj teb macroeconomic ib puag ncig piv rau xyoo 1920 thiab 80s.
Nws ntseeg tias Roaring Twenties, lub sij hawm kawg muaj ntau lub hom phiaj dav dav tshwm sim ib txhij; xov tooj, hluav taws xob, thiab lub tshuab hluav taws xob sab hauv, tuaj yeem yog lawv lub neej yav tom ntej yog tias kev nce nyiaj nce siab raws li kev kwv yees.
Raws li Cathie Wood, Fed qhov kev nce paj paj zaum kawg yog "qhov yuam kev loj." Nws hais tias Tsoom Fwv Teb Chaws Reserve, tsim nyob rau hauv 1913 thiab tau ntsib nrog nws thawj qhov teeb meem tseem ceeb ntawm kev nce nqi, nce cov paj laum tsawg dua li ntawm ob ntawm 4.6% mus rau 7% hauv 1919-1920.
Hauv Wood txoj kev xav, Fed tau ua qhov yuam kev loj heev los ntawm kev nce cov paj laum, txawm hais tias kev nce nqi tau qis dua lub sijhawm no.
Nws hais tias cov paj laum tau ua rau poob siab rau qhov qis ntawm qhov kev kwv yees xyoo tom ntej, pib lub Roaring Twenties ntawm lub xyoo pua no, yog tias kev nce nqi poob qis dua Fed lub hom phiaj 2% thiab kev lag luam kev loj hlob poob siab.
"Peb yuav tsis xav tsis thoob yog tias kev nce nqi dav dav pib poob qis hauv 2023."
Cathie Ntoo.
Puas yuav Wood lub foob pob hluav taws ntau dua hauv 2023?
Ntau tus kws tshaj lij xav tias tsis ntev yuav muaj lwm qhov, qhov tseem ceeb tshaj, thim rov qab hauv Cathie Wood cov nyiaj. Qhov teeb meem nrog cov khoom lag luam yog tias lawv tsis nce lossis txo qis hauv tus nqi indefinitely. Cov khoom lag luam hauv Cathie Wood tau nqis mus deb dhau thiab sai dhau, mus txog qhov muag muag thiab qis qis thaum qee qhov kev cuam tshuam tseem ceeb rau kev hloov pauv tau nce mus.
Cathie Wood cov nyiaj tau raug rhuav tshem hauv 2021 thiab 22, ua rau muaj kev pheej hmoo tias lawv yuav rov qab los loj heev hauv 2023.
Saib ntawm qee qhov ntawm Cathie Wood cov peev txheej siab tshaj plaws 'kev pom zoo 12-hli-rau pem hauv ntej tus kws tshaj lij tus nqi kev cia siab, Block's stock muaj 97% upside peev, Coinbase'stock muaj 53% upside peev xwm, Roku muaj 32% upside muaj peev xwm, Zoom muaj 28% upside muaj peev xwm, thiab UiPath (PATH) muaj 40% upside peev xwm.
Raws li cov kev kwv yees muaj peev xwm no tau tso tawm los ntawm cov kws tshuaj ntsuam, Wood's Tshuag tuaj yeem pom qhov nce loj hauv nws cov nyiaj hauv 2023.
Tau qhov twg los: https://crypto.news/cathie-woods-views-on-the-markets-are-positive/