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2021-07-15

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JPMorgan Strategist Warns of Dot-Com Era ‘Bull Trap’ in Ark Fund<blockquote>摩根大通策略师警告方舟基金存在互联网时代的“牛市陷阱”</blockquote>

(Bloomberg) -- Cathie Wood’s flagship ETF is showing many of the bubble-like traits seen in growth-b

JPMorgan Strategist Warns of Dot-Com Era ‘Bull Trap’ in Ark Fund<blockquote>摩根大通策略师警告方舟基金存在互联网时代的“牛市陷阱”</blockquote>

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Quigg argues that’s a technical move, set to be undone as the reopening trade reasserts itself in the rest of the year.<blockquote>10年期美国国债收益率已从3月底的近期峰值下跌逾40个基点至1.32%左右，帮助刺激ARKK反弹。奎格认为，这是一项技术性举措，随着今年剩余时间内重新开放的贸易再次出现，这一举措将被取消。</blockquote> Wood’s Ark Investment Management enjoyed a stellar start to 2021 propelled by gains in sectors such as electric vehicles, biotech and cryptocurrencies, as well as advances in stocks that benefited from the stay-at-home trade. But many of those themes faltered, and the firm’s main ETF fell more than 35% from mid-February through mid-May.<blockquote>在电动汽车、生物技术和加密货币等行业上涨以及受益于居家交易的股票上涨的推动下，伍德的方舟投资管理公司在2021年开局良好。但其中许多主题都出现了动摇，该公司的主要ETF从2月中旬到5月中旬下跌了35%以上。</blockquote> JPMorgan expects cyclical and value assets to outperform amid the ongoing recovery and reopening from the pandemic. Value stocks just had their worst month versus growth counterparts in two decades, but the firm’s strategists see that as a pause in a rally that’s set to resume.<blockquote>摩根大通预计，在疫情持续复苏和重新开放的背景下，周期性资产和价值资产将跑赢大盘。与成长型股票相比，价值股刚刚经历了二十年来最糟糕的一个月，但该公司的策略师认为这是即将恢复的反弹的暂停。</blockquote> Quigg recommends investors buy ARKK October $105 puts -- the strike price about 11% below the ETF’s closing level on Wednesday -- to take advantage of implied volatility that remains low even amid “the potential for shares to enter a broader capitulation phase,” he wrote.<blockquote>Quigg建议投资者购买ARKK 10月105美元看跌期权（执行价格比ETF周三收盘价低约11%），以利用隐含波动率，即使在“股票有可能进入更广泛的投降阶段”的情况下，隐含波动率仍然较低，他写道。</blockquote>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JPMorgan Strategist Warns of Dot-Com Era ‘Bull Trap’ in Ark Fund<blockquote>摩根大通策略师警告方舟基金存在互联网时代的“牛市陷阱”</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJPMorgan Strategist Warns of Dot-Com Era ‘Bull Trap’ in Ark Fund<blockquote>摩根大通策略师警告方舟基金存在互联网时代的“牛市陷阱”</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBloomberg2021-07-15 22:06\n\n</h4>\n</header>\n<article>\n(Bloomberg) -- Cathie Wood’s flagship ETF is showing many of the bubble-like traits seen in growth-based funds in 2000 and investors should consider betting against it with options, according to JPMorgan Chase &amp; Co.’s Shawn Quigg.<blockquote>（彭博社）——摩根大通公司(JPMorgan Chase&amp;Co.)的肖恩·奎格(Shawn Quigg)表示，凯西·伍德(Cathie Wood)的旗舰ETF显示出2000年成长型基金中出现的许多泡沫特征，投资者应该考虑用期权做空它。</blockquote> The derivatives strategist reckons a second-half increase in Treasury yields could trigger declines for the ARK Innovation exchange-traded fund (ticker ARKK), which is up about 19% since mid-May.<blockquote>这位衍生品策略师认为，下半年美国国债收益率的上升可能会引发ARK Innovation交易所交易基金（股票代码ARKK）的下跌，该基金自5月中旬以来已上涨约19%。</blockquote> “Enter the bull trap reversal,” Quigg wrote in a Thursday note to clients. “A looming rise in yields could be a catalyst to accelerate ARKK shares lower, in addition to the continued outperformance of large staple-tech stocks over disruptive-tech stocks, and pressing ARKK into the capitulation phase.”<blockquote>奎格在周四给客户的一份报告中写道：“进入牛市陷阱反转。”“除了大型主流科技股持续跑赢颠覆性科技股之外，即将到来的收益率上升可能会成为加速ARKK股价下跌的催化剂，并迫使ARKK进入投降阶段。”</blockquote> The 10-year U.S. Treasury yield has fallen more than 40 basis points to about 1.32% from a recent peak at the end of March, helping spur the rebound for ARKK. Quigg argues that’s a technical move, set to be undone as the reopening trade reasserts itself in the rest of the year.<blockquote>10年期美国国债收益率已从3月底的近期峰值下跌逾40个基点至1.32%左右，帮助刺激ARKK反弹。奎格认为，这是一项技术性举措，随着今年剩余时间内重新开放的贸易再次出现，这一举措将被取消。</blockquote> Wood’s Ark Investment Management enjoyed a stellar start to 2021 propelled by gains in sectors such as electric vehicles, biotech and cryptocurrencies, as well as advances in stocks that benefited from the stay-at-home trade. But many of those themes faltered, and the firm’s main ETF fell more than 35% from mid-February through mid-May.<blockquote>在电动汽车、生物技术和加密货币等行业上涨以及受益于居家交易的股票上涨的推动下，伍德的方舟投资管理公司在2021年开局良好。但其中许多主题都出现了动摇，该公司的主要ETF从2月中旬到5月中旬下跌了35%以上。</blockquote> JPMorgan expects cyclical and value assets to outperform amid the ongoing recovery and reopening from the pandemic. Value stocks just had their worst month versus growth counterparts in two decades, but the firm’s strategists see that as a pause in a rally that’s set to resume.<blockquote>摩根大通预计，在疫情持续复苏和重新开放的背景下，周期性资产和价值资产将跑赢大盘。与成长型股票相比，价值股刚刚经历了二十年来最糟糕的一个月，但该公司的策略师认为这是即将恢复的反弹的暂停。</blockquote> Quigg recommends investors buy ARKK October $105 puts -- the strike price about 11% below the ETF’s closing level on Wednesday -- to take advantage of implied volatility that remains low even amid “the potential for shares to enter a broader capitulation phase,” he wrote.<blockquote>Quigg建议投资者购买ARKK 10月105美元看跌期权（执行价格比ETF周三收盘价低约11%），以利用隐含波动率，即使在“股票有可能进入更广泛的投降阶段”的情况下，隐含波动率仍然较低，他写道。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://finance.yahoo.com/news/jpmorgan-strategist-warns-dot-com-130235186.html\">Bloomberg</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":{".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/jpmorgan-strategist-warns-dot-com-130235186.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165217903","content_text":"(Bloomberg) -- Cathie Wood’s flagship ETF is showing many of the bubble-like traits seen in growth-based funds in 2000 and investors should consider betting against it with options, according to JPMorgan Chase & Co.’s Shawn Quigg.\nThe derivatives strategist reckons a second-half increase in Treasury yields could trigger declines for the ARK Innovation exchange-traded fund (ticker ARKK), which is up about 19% since mid-May.\n“Enter the bull trap reversal,” Quigg wrote in a Thursday note to clients. “A looming rise in yields could be a catalyst to accelerate ARKK shares lower, in addition to the continued outperformance of large staple-tech stocks over disruptive-tech stocks, and pressing ARKK into the capitulation phase.”\nThe 10-year U.S. Treasury yield has fallen more than 40 basis points to about 1.32% from a recent peak at the end of March, helping spur the rebound for ARKK. Quigg argues that’s a technical move, set to be undone as the reopening trade reasserts itself in the rest of the year.\nWood’s Ark Investment Management enjoyed a stellar start to 2021 propelled by gains in sectors such as electric vehicles, biotech and cryptocurrencies, as well as advances in stocks that benefited from the stay-at-home trade. But many of those themes faltered, and the firm’s main ETF fell more than 35% from mid-February through mid-May.\nJPMorgan expects cyclical and value assets to outperform amid the ongoing recovery and reopening from the pandemic. Value stocks just had their worst month versus growth counterparts in two decades, but the firm’s strategists see that as a pause in a rally that’s set to resume.\nQuigg recommends investors buy ARKK October $105 puts -- the strike price about 11% below the ETF’s closing level on Wednesday -- to take advantage of implied volatility that remains low even amid “the potential for shares to enter a broader capitulation phase,” he wrote.","news_type":1,"symbols_score_info":{".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1108,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}