无惧美股暴跌 女股神越买越多
(图:法新社)
(纽约15日彭博电)周二8月通胀数据高于预期所引发的美股暴跌似乎给了“女股神”吴德(Cathie Wood)的方舟投资管理公司(Ark Investment Management)一个机会。
《彭博社》汇总数据显示,该公司8项指数基金(ETF)周二买入27支股票。买入量最大的股票为影音串流公司Roku。这支股票已经是该公司80亿美元(约363亿令吉)的旗舰基金方舟创新指数基金(ARK Innovation ETF)的第三大重仓股。
该基金买入之日正值纳斯达克指数创下2020年3月以来最大单日跌幅,对联储局下周将实施历史性大幅加息以遏制通胀压力的押注加大,推动市场下跌。
但是,虽然通胀是决策者面对的核心问题,但方舟创始人吴德周一发表推文称,通缩正在“酝酿”,而且周二的买入表明该公司正在为此布局。
方舟的指数基金产品线2022年承受了联储局激进紧缩带来的巨大压力。一系列大幅加息之下,方舟2022年跌幅超过55%。
在跌势中,吴德一直坚持其策略:加大力度买入下跌股,同时卖出上涨股。Roku今年下跌近71%,而周二的第二和第三大买入股Butterfly Network Inc和Zoom在2022年已分别下跌约14%和58%。
方舟周二买入上述股票的同时,其卖出了约150万股Signify Health股票。成为收购战目标的该公司,股价6月中旬以来飙升了约160%。
https://www.sinchew.com.my/20220915/%E7%84%A1%E6%87%BC%E7%BE%8E%E8%82%A1%E6%9A%B4%E8%B7%8C/
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