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2021-10-20

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ARK’s Cathie Wood: Deflation's a bigger threat than inflation; here's how she's playing it<blockquote>ARK的Cathie Wood：通货紧缩比通货膨胀威胁更大；她是这样玩的</blockquote>

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For a&nbsp;more extensive analysis, you can see Seeking Alpha’s complete quantitative analysis here.<blockquote>以下是根据Seeking Alpha专有量化评级对每只基金的动量、费用、股息、风险和资产流量等级的描述。如需更广泛的分析，您可以在此处查看Seeking Alpha的完整定量分析。</blockquote> “In ARK’s view, inflation fears have been overblown and are likely to give way to the risks of deflation,\" Wood wrote in a commentary accompanying ARK’s latest&nbsp;quarterly report.<blockquote>伍德在方舟最新季度报告附带的评论中写道：“在方舟看来，通胀担忧被夸大了，很可能会让位于通缩风险。”</blockquote> She wrote that market participants are beginning to focus on inventories built up not at the organizational level, but rather at the consumer households’ level due in part to the COVID-19 crisis.<blockquote>她写道，市场参与者开始关注不是在组织层面建立的库存，而是在消费者家庭层面建立的库存，部分原因是COVID-19危机。</blockquote> “Once the household inventory accumulation is better understood, fears could shift from inflation to deflation and sluggish growth rates,\" Wood argued.<blockquote>伍德认为：“一旦人们更好地了解家庭库存积累，人们的担忧可能会从通胀转向通货紧缩和缓慢的增长率。”</blockquote> She predicted that nominal GDP growth will most likely be considerably lower than expected over the next five years.<blockquote>她预测，未来五年名义GDP增长很可能会大大低于预期。</blockquote> As such, Wood predicted that “scarce double-digit growth opportunities will be rewarded, and growth stocks in general and innovation-driven stocks in particular could be the prime beneficiaries.”<blockquote>因此，伍德预测，“稀缺的两位数增长机会将得到回报，一般成长型股票，尤其是创新驱动型股票可能是主要受益者。”</blockquote> The financier also echoed her previously disclosed stance that the two sectors that will be \"disrupted the most by innovation during the next five years [will be] energy and financial services.\"<blockquote>这位金融家还呼应了她之前披露的立场，即“未来五年受创新影响最大的两个行业将是能源和金融服务”。</blockquote> Wood said that's creating opportunities&nbsp;in autonomous electric vehicles and digital wallets/cryptocurrencies -- two areas where ARK funds have focused.<blockquote>伍德表示，这在自动驾驶电动汽车和数字钱包/加密货币领域创造了机会——这是方舟基金关注的两个领域。</blockquote> <img src=\"https://static.tigerbbs.com/4bdd912ee6992cc32db9c19f1edbfbe3\" tg-width=\"1194\" tg-height=\"267\" width=\"100%\" height=\"auto\"><blockquote></blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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Robotics ETF(BATS:ARKQ):&nbsp;+6.37%.<blockquote>ARK自主技术与机器人ETF（BATS：ARKQ）：+6.37%。</blockquote> <a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a>(NYSEARCA:ARKW):&nbsp;+3.48%.<blockquote><a href=\"https://laohu8.com/S/ARKW\">方舟下一代互联网ETF</a>（NYSEARCA：ARKW）：+3.48%。</blockquote> ARK Space Exploration ETF(BATS:ARKX):&nbsp;-1.55%.<blockquote>方舟太空探索ETF（BATS：ARKX）：-1.55%。</blockquote> <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>(NYSEARCA:ARKK):&nbsp;-5.98%.<blockquote><a href=\"https://laohu8.com/S/ARKK\">方舟创新ETF</a>（NYSEARCA：ARKK）：-5.98%。</blockquote> <a href=\"https://laohu8.com/S/ARKG\">ARK Genomic Revolution Multi-Sector ETF</a>(BATS:ARKG):&nbsp;-20.87%.<blockquote><a href=\"https://laohu8.com/S/ARKG\">方舟基因组革命多板块ETF</a>（蝙蝠：ARKG）：-20.87%。</blockquote> Daily price action: ARKK&nbsp;+2.28%, ARKQ&nbsp;+1.90%, ARKW&nbsp;+1.96%, ARKG&nbsp;+3.51%, ARKF&nbsp;+1.39%, and ARKX&nbsp;+1.38%.<blockquote>每日价格走势：ARKK+2.28%、ARKQ+1.90%、ARKW+1.96%、ARKG+3.51%、ARKF+1.39%和ARKX+1.38%。</blockquote> Below is a depiction of each fund’s momentum, expenses, dividends, risk, and asset-flows grades according to Seeking Alpha's proprietary quant ratings. For a&nbsp;more extensive analysis, you can see Seeking Alpha’s complete quantitative analysis here.<blockquote>以下是根据Seeking Alpha专有量化评级对每只基金的动量、费用、股息、风险和资产流量等级的描述。如需更广泛的分析，您可以在此处查看Seeking Alpha的完整定量分析。</blockquote> “In ARK’s view, inflation fears have been overblown and are likely to give way to the risks of deflation,\" Wood wrote in a commentary accompanying ARK’s latest&nbsp;quarterly report.<blockquote>伍德在方舟最新季度报告附带的评论中写道：“在方舟看来，通胀担忧被夸大了，很可能会让位于通缩风险。”</blockquote> She wrote that market participants are beginning to focus on inventories built up not at the organizational level, but rather at the consumer households’ level due in part to the COVID-19 crisis.<blockquote>她写道，市场参与者开始关注不是在组织层面建立的库存，而是在消费者家庭层面建立的库存，部分原因是COVID-19危机。</blockquote> “Once the household inventory accumulation is better understood, fears could shift from inflation to deflation and sluggish growth rates,\" Wood argued.<blockquote>伍德认为：“一旦人们更好地了解家庭库存积累，人们的担忧可能会从通胀转向通货紧缩和缓慢的增长率。”</blockquote> She predicted that nominal GDP growth will most likely be considerably lower than expected over the next five years.<blockquote>她预测，未来五年名义GDP增长很可能会大大低于预期。</blockquote> As such, Wood predicted that “scarce double-digit growth opportunities will be rewarded, and growth stocks in general and innovation-driven stocks in particular could be the prime beneficiaries.”<blockquote>因此，伍德预测，“稀缺的两位数增长机会将得到回报，一般成长型股票，尤其是创新驱动型股票可能是主要受益者。”</blockquote> The financier also echoed her previously disclosed stance that the two sectors that will be \"disrupted the most by innovation during the next five years [will be] energy and financial services.\"<blockquote>这位金融家还呼应了她之前披露的立场，即“未来五年受创新影响最大的两个行业将是能源和金融服务”。</blockquote> Wood said that's creating opportunities&nbsp;in autonomous electric vehicles and digital wallets/cryptocurrencies -- two areas where ARK funds have focused.<blockquote>伍德表示，这在自动驾驶电动汽车和数字钱包/加密货币领域创造了机会——这是方舟基金关注的两个领域。</blockquote> <img src=\"https://static.tigerbbs.com/4bdd912ee6992cc32db9c19f1edbfbe3\" tg-width=\"1194\" tg-height=\"267\" width=\"100%\" height=\"auto\"><blockquote></blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://seekingalpha.com/news/3755139-arks-q3-report-in-arks-view-inflation-fears-have-been-overblown\">seekingalpha</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/news/3755139-arks-q3-report-in-arks-view-inflation-fears-have-been-overblown","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118967513","content_text":"ARK Invest chief Cathie Wood reiterated her views on Tuesday that deflation rather than inflation is the biggest market threat, and that innovation companies like EV and fintech firms represent the best deflation hedge.\nHowever, all six of ARK Invest's actively managed exchange traded funds underperformed the broad-based market indexes during Q3, according to figures the quarterly report included.\nThe ETFs also have a split performance from a year-to-date viewpoint, with three being positive and three being negative through 2021's first nine months.\nYTD price action on ARKs actively managed ETFs:\nARK Fintech Innovation ETF(NYSEARCA:ARKF): +7.34%.\nARK Autonomous Technology & Robotics ETF(BATS:ARKQ): +6.37%.\nARK Next Generation Internet ETF(NYSEARCA:ARKW): +3.48%.\nARK Space Exploration ETF(BATS:ARKX): -1.55%.\nARK Innovation ETF(NYSEARCA:ARKK): -5.98%.\nARK Genomic Revolution Multi-Sector ETF(BATS:ARKG): -20.87%.\nDaily price action: ARKK +2.28%, ARKQ +1.90%, ARKW +1.96%, ARKG +3.51%, ARKF +1.39%, and ARKX +1.38%.\nBelow is a depiction of each fund’s momentum, expenses, dividends, risk, and asset-flows grades according to Seeking Alpha's proprietary quant ratings. For a more extensive analysis, you can see Seeking Alpha’s complete quantitative analysis here.\n“In ARK’s view, inflation fears have been overblown and are likely to give way to the risks of deflation,\" Wood wrote in a commentary accompanying ARK’s latest quarterly report.\nShe wrote that market participants are beginning to focus on inventories built up not at the organizational level, but rather at the consumer households’ level due in part to the COVID-19 crisis.\n“Once the household inventory accumulation is better understood, fears could shift from inflation to deflation and sluggish growth rates,\" Wood argued.\nShe predicted that nominal GDP growth will most likely be considerably lower than expected over the next five years.\nAs such, Wood predicted that “scarce double-digit growth opportunities will be rewarded, and growth stocks in general and innovation-driven stocks in particular could be the prime beneficiaries.”\nThe financier also echoed her previously disclosed stance that the two sectors that will be \"disrupted the most by innovation during the next five years [will be] energy and financial services.\"\nWood said that's creating opportunities in autonomous electric vehicles and digital wallets/cryptocurrencies -- two areas where ARK funds have focused.","news_type":1,"symbols_score_info":{"ARKIU":0.9}},"isVote":1,"tweetType":1,"viewCount":1967,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/853035438"}