ARK Updates | Long Alibaba, Shopify, Draftkings
ARK Updates | Long Alibaba, Shopify, Draftkings
By Zoe
作者：佐伊
ARK Investment has recently become a huge player in the ETF industry due to its wildly optimistic price target for Tesla. Its founder Catherine Wood is even called 'female Buffett'.
方舟投資(Ark Investment)最近已成為ETF行業的巨頭，原因是該公司對特斯拉(Tesla)的目標價過於樂觀。其創始人凱瑟琳·伍德甚至被稱為“女巴菲特”。
However, her investment preference is different from Buffett's. Wood advocates investment in transformational technologies, which she describes as "disruptive innovation", unlike Buffet, who rarely touches tech industries.
不過，她的投資偏好與巴菲特不同，伍德主張投資於變革性技術，她將其描述為“顛覆性創新”，而巴菲特則很少觸及科技行業。
ARK currently has 5 actively managed innovation ETFs:
方舟目前有5只積極管理的創新ETF：
$方舟創新ETF(ARKK.US)$
$方舟自主技術與機器人ETF(ARKQ.US)$)$
$方舟下一代互聯網ETF(ARKW.US)$
$方舟基因革命ETF(ARKG.US)$
$方舟金融科技創新ETF(ARKF.US)$
The performance of these funds is amazing. ARKK, the most well-known product, has an average annualized return of nearly 40% over the past five years. Moreover, all five funds have risen more than 80% in the past year. All of them have outperformed the S&P 500 ETF (SPY) and the NASDAQ 100 Index ETF (QQQ).
這些基金的表現令人驚歎。最知名的產品Arkk過去五年的平均年化回報率接近40%。而且，這五隻基金在過去一年的漲幅均超過80%。他們的表現都好於標準普爾500指數ETF(SPY)和納斯達克100指數ETF(QQQ)。
The top three stocks on the list of lastest trades were:
最新成交量排行榜上排名前三的股票是：
$Alibaba Group Holding Ltd(BABA.US)$ recently posted fiscal third-quarter numbers that easily beat analysts' expectations. The revenue rose 37% YoY to 221.1 billion yuan ($33.9 billion), topping estimates by $530 million. The company revealed that its cloud business, which grew 50% YoY to 16.1 billion yuan ($2.5 billion) during the quarter, was finally profitable after bleeding red ink for over a decade.
$阿里巴巴集團控股有限公司(BABA.US)$最近公佈的第三財季數據輕鬆超出了分析師的預期。營收同比增長37%，至人民幣2211億元(合339億美元)，超出預期5.3億美元。該公司透露，其雲業務在經歷了十多年的虧損後，終於實現了盈利。該業務在本季度同比增長50%，達到人民幣161億元(合25億美元)。
Due to the delay of Ant Financial's first IPO, Alibaba's stock declined by over 20% during the Q4. However, Polen Capital Management said in their Q4 2020 Investor Letter, that Alibaba still remains one of their highest conviction positions.
由於螞蟻金服首次公開募股的延遲，阿里巴巴的股票在第四季度下跌了20%以上。然而，Polen Capital Management在2020年第四季度的投資者信中表示，阿里巴巴仍然是他們最有信心的職位之一。
As China reorients its economy from export-driven to domestic consumption, Alibaba's platforms—Taobao and Tmall—are arguably the very best tools to achieve this. Its competitive advantages, tailwinds in digital payments, e-commerce, and cloud technologies are poised for continued growth even with potential government penalties in the future.
隨着中國經濟從出口拉動型轉向內需拉動型，阿里巴巴旗下的平台--淘寶和天貓--可以説是實現這一目標的最佳工具。它的競爭優勢，在數字支付、電子商務和雲技術方面的順風，即使未來可能受到政府處罰，也有望繼續增長。
$Shopify Inc(SHOP.US)$ As one of the most valuable companies in Canada, Shopify provides a platform for online retailers to sell, ship, and manage their inventory as well as a point-of-sale system to manage transactions.
$Shopify Inc(SHOP.US)$作為加拿大最有價值的公司之一，Shopify為在線零售商提供了一個銷售、運輸和管理其庫存的平台，以及一個用於管理交易的銷售點系統。
In 2020, the coronavirus pandemic drove up online buying and selling, delivering a boost to the e-commerce platform provider. More consumers and merchants turned to the Shopify platform. And the company emerged as a more potent threat to $Amazon.Com Inc(AMZN.US)$ and $Ebay Inc(EBAY.US)$. In fact, Shopify has now surpassed eBay in gross merchandise volume for two quarters in a row.
2020年，冠狀病毒大流行推動了在線買賣，給這家電商平台提供商帶來了提振。更多的消費者和商家轉向Shopify平台。而且，該公司對$Amazon.com Inc.(AMZN.US)和$eBay Inc.(EBAY.US)$的威脅更大。事實上，Shopify的商品交易總額已經連續兩個季度超過eBay。
The company estimates it now has a 6% share of the U.S. e-commerce market — more than eBay, $Apple Inc(AAPL.US)$ or $Wal-Mart Stores Inc(WMT.US)$, but still below Amazon at 37%. Recent reports suggest that Amazon CEO Jeff Bezos is concerned about Shopify's growth trajectory.
該公司估計，它現在佔據了美國電商市場6%的份額--超過了eBay、蘋果(AAPL.US)$或沃爾瑪(Wal-Mart Stores Inc)$，但仍低於亞馬遜(Amazon)的37%。最近的報道顯示，亞馬遜首席執行官傑夫·貝佐斯對Shopify的增長軌跡感到擔憂。
$DraftKings Inc(DKNG.US)$ As sports-betting legalization spreads across U.S. states, DraftKings is at the forefront of the online betting industry. It is an American daily fantasy sports contest and sports betting operator.
$DraftKings Inc(DKNG.US)$隨着體育博彩合法化在美國各州的蔓延，DraftKings走在了在線博彩業的前沿。這是一家美國每日夢幻體育比賽和體育博彩運營商。
The company allows users to enter daily and weekly fantasy sports-related contests and win money based on individual player performances in five major American sports (MLB, the NHL, the NFL, the NBA, and the PGA), Premier League and UEFA Champions League soccer, NASCAR auto racing, Canadian Football League, the XFL, mixed martial arts(MMA) and Tennis.
該公司允許用户每天和每週參加與夢幻體育相關的比賽，並根據個人球員在美國五大體育項目(MLB、NHL、NFL、NBA和PGA)、英超和歐冠足球、納斯卡賽車、加拿大足球聯盟、XFL、混合武術(MMA)和網球的表現贏得獎金。
On Feb. 4, the company announced it expanded its exclusive daily fantasy partnership with the NFL to Canada. Previously, the deal between DraftKings and the NFL was limited to the U.S.
2月4日，該公司宣佈將其與NFL的獨家每日奇幻合作伙伴關係擴大到加拿大。此前，DraftKings和NFL之間的交易僅限於美國。
Please do not blindly follow ARK's trades. This is to provide you with a list of quality companies worth looking at. It is always smart to do your own due diligence before investing!
請不要盲目跟隨方舟的交易。這是為了給你提供一份值得一看的優質公司名單。在投資之前做好自己的盡職調查總是明智的！