Missed The Boat? Cathie Wood's ARKK Completely Lost Out On Nvidia's Monster Run.
Missed The Boat? Cathie Wood's ARKK Completely Lost Out On Nvidia's Monster Run.
Up And Up
向上和向上
Nvidia (NASDAQ:NVDA) made history Thursday, adding $273 billion in value in a single day. That is the most ever recorded. The AI chipmaker is now the 4th largest company in the world, sitting just behind Saudi Aramco (TADAWUL: 2222) and just ahead of Amazon (NASDAQ:AMZN) and Alphabet (NASDAQ:GOOG).
英偉達（納斯達克股票代碼：NVDA）週四創造了歷史，一天之內增加了2730億美元的價值。這是有史以來記錄最多的。這家人工智能芯片製造商現在是全球第四大公司，僅次於沙特阿美（TADAWUL：2222），僅次於亞馬遜（納斯達克股票代碼：AMZN）和Alphabet（納斯達克股票代碼：GOOG）。
Thursday's bump came after the most recent earnings call; the company once again beat expected revenue and earnings per share. The numbers it is forecasting for the next quarter are also higher than many analysts expected.
週四的漲勢是在最近的業績電話會議之後出現的；該公司再次超過了預期的收入和每股收益。它對下一季度的預測數字也高於許多分析師的預期。
Since the AI craze began in early 2023, Nvidia's stock has risen well over 350%. The company is a primary piece in manufacturing the chips that power AI servers and has enjoyed the mantle of the go-to AI stock.
自2023年初人工智能熱潮開始以來，英偉達的股票已經上漲了350％以上。該公司是製造爲人工智能服務器提供動力的芯片的主要參與者，並一直享有 AI 首選股票。
Cathie's View
凱西的觀點
Why then does Cathie Wood hold no NVIDIA in the ARK Innovation ETF (NYSE:ARKK)? Well, she did. Then, in January of 2023, at the inflection point of NVIDIA's meteoric rise, she sold the last of her shares.
那麼，爲什麼 Cathie Wood 在 ARK Innovation ETF（紐約證券交易所代碼：ARKK）中沒有持有 NVIDIA？好吧，她做到了。然後，在2023年1月，在NVIDIA飛速崛起的轉折點，她賣出了最後一股股票。
Essentially, Wood believes NVIDIA to be overvalued and prefers, as is part of her philosophy, to invest in smaller AI stocks with what she sees as having more to grow. Wood has described Nvidia as "easy," "really expensive" and "very obvious".
從本質上講，伍德認爲NVIDIA被高估了，她更喜歡投資規模較小的人工智能股票，因爲她認爲還有更多增長空間，這是她的理念的一部分。伍德將Nvidia描述爲 “簡單”、“非常昂貴” 和 “非常明顯”。
After the sale, Wood said, "We're just pivoting to another set of plays that most people have not discovered yet. Much like they did not understand that Nvidia was an AI play, really, until very recently."
拍賣結束後，伍德說：“我們只是轉向另一組大多數人尚未發現的劇本。就像他們直到最近才明白 Nvidia 是一款真正的人工智能遊戲一樣。”
Wood prefers companies like UiPath Inc. (NYSE:PATH) and Twilio Inc. (NYSE:TWLO).
伍德更喜歡像UiPath Inc.（紐約證券交易所代碼：PATH）和Twilio Inc.（紐約證券交易所代碼：TWLO）這樣的公司。
Max View
最大視圖
Traders bullish on Wood and her fund can buy the ETF directly or for those who want to further maximize their view, leveraged funds can help. For example, the award-winning AXS 2X Innovation ETF (NASDAQ:TARK) aims to return twice the daily return of ARKK.
看好伍德及其基金的交易者可以直接購買ETF，或者對於那些想要進一步最大化視野的人，槓桿基金可以提供幫助。例如，屢獲殊榮的AXS 2X創新ETF（納斯達克股票代碼：TARK）的目標是ARKK每日回報率的兩倍。
And for traders not buying what Wood is selling, AXS offers an option for the bears. The AXS Short Innovation Daily ETF (NASDAQ:SARK), which aims to return the inverse performance of ARKK, can be an attractive option.
對於不買入伍德所賣商品的交易者，AXS爲空頭提供了選擇。旨在回報ARKK反向表現的AXS空頭創新每日ETF（納斯達克股票代碼：SARK）可能是一個有吸引力的選擇。
TARK was just awarded Best ETF Launch at Benzinga's 2023 Fintech Awards. The innovative fund was launched in May of 2022 and the care and skill with which the fund is operated is clear.
TARK 剛剛獲獎 最佳ETF上市時間 在 Benzinga 的 2023 年金融科技大獎上。該創新基金於2022年5月啓動，該基金的運作謹慎和技巧顯而易見。
Photo by Matteo Miliddi on Unsplash
照片由 Matteo Miliddi 在 Unsplash 上拍攝