木头姐“扬眉吐气”！旗舰基金ARKK Innovation ETF 11月业绩创纪录，暴涨超31%

格隆汇2023-12-01

木头姐Cathie Wood扬眉吐气了，她掌管的基金一个月内暴涨了超31%。最新数据显示，木头姐的旗舰基金ARKK Innovation ETF 在11月期间上涨31.1%，创下自2014年成立以来最强劲的月度成绩。此前，该基金连续三个月亏损，11月大幅反弹，将其今年的涨幅推高至47%。今年流出6.64亿美元FactSet的数据显示，尽管该基金今年表现出色，但依然有约6.64亿美元的资金外流。这...

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The flagship fund ARKK Innovation ETF achieved a record performance in November, soaring by more than 31%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ARKK":1,"FDN":1,"ZM":0.9,"TSLA":0.9,"SHOP":0.9,"ROKU":0.9,"COIN":0.9},"content_text":"木头姐Cathie Wood扬眉吐气了，她掌管的基金一个月内暴涨了超31%。最新数据显示，木头姐的旗舰基金ARKK Innovation ETF 在11月期间上涨31.1%，创下自2014年成立以来最强劲的月度成绩。此前，该基金连续三个月亏损，11月大幅反弹，将其今年的涨幅推高至47%。今年流出6.64亿美元FactSet的数据显示，尽管该基金今年表现出色，但依然有约6.64亿美元的资金外流。 这主要是因为，该基金前两年亏损巨大，2022年下跌67%，2021年下跌23%。因此，该基金的许多投资者可能仍处于巨大亏损状态。 11月期间，该基金吸纳了约1.5亿美元的资金，但其巅峰时期常见的每月10亿美元的资金流入相比，依然逊色不少。此外，今年以来，木头姐的基金公司ARK Investment Management 的每只ETF都出现了资金外流现象。对此，ETF Store 总裁Nate Geraci认为：“投资者因过去几年ARK的（亏损）经历而感到伤痕累累，需要很长一段时间的持续优异表现才能让投资者集体回归。”重仓股涨幅巨大众所周知，木头姐的投资风格比较激进，收益也是波动较大。而11月之所以能取得创纪录的月度成绩，主要原因在于，通胀数据好于预期，美联储官员言论鸽派，这些使得投资者们押注美联储最早明年5月开始降息，从而推动了风险资产的上涨。ARKK Innovation ETF 前十大重仓股分别为特斯拉、Roku、Coinbase、Zoom、Block、精密科学、Unity Software、DraftKings、Shopify。这些个股11月期间均出现不同程度的上涨，特斯拉11月累计上涨19.54%，Coinbase和Roku的涨幅分别超过60%，Zoom涨幅超13%，Block涨超57%，精密科学涨超27%，DraftKings涨超38%，Shopify涨超54%。至于投资方向上，木头姐坚信，她持有的许多股票将成为人工智能热潮的主要受益者，其中包括特斯拉、Twilio和UiPath。木头姐此前曾预计，经济放缓的速度将超过共识，这将为人工智能驱动型公司的扩张创造一个理想的环境，因为企业寻求通过使用其产品来挽救利润率。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2388288283"}