ARK Updates | Long TSM
ARK Updates | Long TSM
By Zoe, Melody
作者：佐伊，梅洛迪
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'.
方舟投资(Ark Investment)最近已成为ETF行业的巨头，原因是该公司对特斯拉(Tesla)的目标价过于乐观。其创始人凯瑟琳·伍德甚至被称为“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.
不过，她的投资偏好与巴菲特不同，伍德主张投资于变革性技术，她将其描述为“颠覆性创新”，而巴菲特则很少触及科技行业。
ARK currently has 5 actively managed innovation ETFs:
方舟目前有5只积极管理的创新ETF：
$方舟创新ETF(ARKK.US)$
$方舟自主技术与机器人ETF(ARKQ.US)$
$方舟下一代互联网ETF(ARKW.US)$
$方舟基因革命ETF(ARKG.US)$
$方舟金融科技创新ETF(ARKF.US)$
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).
这些基金的表现令人惊叹。最知名的产品Arkk过去五年的平均年化回报率接近40%。而且，这五只基金在过去一年的涨幅均超过80%。他们的表现都好于标准普尔500指数ETF(SPY)和纳斯达克100指数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：
$Splunk Inc(SPLK.US)$ is an American public multinational corporation based in San Francisco, California. It develops software for searching, monitoring, and analyzing machine-generated big data. It can capture, index, and correlate real-time data in a searchable repository from which it can generate graphs, reports, alerts, dashboards, and finally display them as visualized web pages.
$Splunk Inc(SPLK.US)$是一家总部设在加利福尼亚州旧金山的美国上市跨国公司。它开发用于搜索、监控和分析机器生成的大数据的软件。它可以捕获、索引和关联可搜索存储库中的实时数据，从中可以生成图形、报告、警报、仪表板，并最终将它们显示为可视化的网页。
Recently, the law firm Pomerantz LLP has investigated claims on behalf of investors of Splunk. The investigation concerns whether Splunk and certain of its officers and/or directors have engaged in securities fraud or other illegal business practices. The lawsuit is regarding the sharp drop in SPLK's stock price after the last earnings release.
最近，律师事务所Pmerantz LLP代表Splunk的投资者调查了索赔。调查涉及Splunk及其某些高管和/或董事是否从事证券欺诈或其他非法商业行为。这起诉讼是关于SPLK在上一次财报发布后股价大幅下跌的。
$Taiwan Semiconductor Manufacturing Co Ltd(TSM.US)$ TSM, the world's largest contract chip manufacturer, confirmed that it was on track to start "risk production" of 3nm Apple chips in 2021, and will start the full-scale production in the later 2022. "Risk production" means that the prototype has been completed and tested, but not yet reached the stage of mass production of the final product. This can help to reveal problems associated with mass production, and when these problems are resolved, full production can begin.
全球最大的代工芯片制造商$台湾半导体制造有限公司(TSM.US)$TSM证实，该公司有望在2021年开始“风险生产”3纳米苹果芯片，并将于2022年晚些时候开始全面生产。“风险生产”是指样机已经完成测试，但还没有达到最终产品的量产阶段。这有助于揭示与大规模生产相关的问题，当这些问题得到解决后，就可以开始全面生产了。
$Thermo Fisher Scientific Inc(TMO.US)$ is an American provisioner of scientific instrumentation to healthcare and life science, with annual revenues of more than $20 billion. They are committed to helping customers make the world a healthier, cleaner, safer place. The company has about 65,000 employees worldwide. Key customers include pharmaceutical and biological companies, hospitals and clinical diagnostic laboratories, universities, research institutes, and government agencies, as well as manufacturers of environmental and industrial process control equipment.
$Thermo Fisher Science Inc(TMO.US)$是一家美国医疗保健和生命科学科学仪器供应商，年收入超过200亿美元。他们致力于帮助客户使世界成为一个更健康、更清洁、更安全的地方。该公司在全球拥有约6.5万名员工。主要客户包括制药和生物公司、医院和临床诊断实验室、大学、研究机构和政府机构，以及环境和工业过程控制设备制造商。
On January 19th, TMO announced that it plans to buy Mesa Biotech for $450 million. Mesa developed and commercialized a PCR-based rapid point-of-care testing platform available for detecting infectious diseases including the coronavirus. The deal is expected to close this quarter.
1月19日，TMO宣布计划以4.5亿美元收购梅萨生物科技公司。MESA开发并商业化了一种基于PCR的快速护理点检测平台，可用于检测包括冠状病毒在内的传染病。这笔交易预计将在本季度完成。
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!
请不要盲目跟随方舟的交易。这是为了给你提供一份值得一看的优质公司名单。在投资之前做好自己的尽职调查总是明智的！