女股神:暂缓加仓 “等中国估值尘埃落定”
(纽约25日讯)虽然凯茜·伍德一些最大的股票押注最近几个月遭到打击,但这位Ark Investment Management LLC的创始人表示,她真的很担心自己的投资者可能会在下行趋势下直接离场。
伍德的旗舰基金Ark创新ETF(交易代码ARKK)今年以来下跌了大约13%,而标普500指数上涨25%,从而促使部分投资者选择了卖出。
但伍德表示,现在实际上正是买入其策略的最佳时期之一。
“我们对客户的担忧非常深切,一想到他们是在低点卖出或是高点买入,我就非常不安,”伍德在彭博行业研究组织的网络研讨会上说。“在去年年底和今年1、2月份的高点时,我一直在说‘会有回调,要保留火力,保留火力’。”
在对未来一年的广泛讨论中,伍德还表示,在对中国政府打击一些高调富豪的担忧之下,她暂时不会增加对中国市场的押注。
伍德说,中国仍然是一个“非常有创新精神的国家”,但有人担心,最近对民营企业的监管整顿侵蚀了有活力企业家的动力。
“我们不认为中国真的不可投资。我们只是在等待估值尘埃落定,确保增长动力重新出现,”她说。
http://www.enanyang.my/%E5%9B%BD%E9%99%85%E8%B4%A2%E7%BB%8F/%E5%A5%B3%E8%82%A1%E7%A5%9E%E6%9A%82%E7%BC%93%E5%8A%A0%E4%BB%93-%E2%80%9C%E7%AD%89%E4%B8%AD%E5%9B%BD%E4%BC%B0%E5%80%BC%E5%B0%98%E5%9F%83%E8%90%BD%E5%AE%9A%E2%80%9D
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