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：
$Alibaba Group Holding Ltd(BABA.US)$ 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.
$阿里巴巴集团控股有限公司(BABA.US)$最近公布的第三财季数据轻松超出了分析师的预期。营收同比增长37%，至人民币2211亿元(合339亿美元)，超出预期5.3亿美元。该公司透露，其云业务在经历了十多年的亏损后，终于实现了盈利。该业务在本季度同比增长50%，达到人民币161亿元(合25亿美元)。
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.
由于蚂蚁金服首次公开募股的延迟，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年第四季度的投资者信中表示，阿里巴巴仍然是他们最有信心的职位之一。
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.
随着中国经济从出口拉动型转向内需拉动型，阿里巴巴旗下的平台--淘宝和天猫--可以说是实现这一目标的最佳工具。它的竞争优势，在数字支付、电子商务和云技术方面的顺风，即使未来可能受到政府处罚，也有望继续增长。
$Shopify Inc(SHOP.US)$ 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.
$Shopify Inc(SHOP.US)$作为加拿大最有价值的公司之一，Shopify为在线零售商提供了一个销售、运输和管理其库存的平台，以及一个用于管理交易的销售点系统。
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，冠状病毒大流行推动了在线买卖，给这家电商平台提供商带来了提振。更多的消费者和商家转向Shopify平台。而且，该公司对$Amazon.com Inc.(AMZN.US)和$eBay Inc.(EBAY.US)$的威胁更大。事实上，Shopify的商品交易总额已经连续两个季度超过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.
该公司估计，它现在占据了美国电商市场6%的份额--超过了eBay、苹果(AAPL.US)$或沃尔玛(Wal-Mart Stores Inc)$，但仍低于亚马逊(Amazon)的37%。最近的报道显示，亚马逊首席执行官杰夫·贝佐斯对Shopify的增长轨迹感到担忧。
$DraftKings Inc(DKNG.US)$ 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.
$DraftKings Inc(DKNG.US)$随着体育博彩合法化在美国各州的蔓延，DraftKings走在了在线博彩业的前沿。这是一家美国每日梦幻体育比赛和体育博彩运营商。
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.
该公司允许用户每天和每周参加与梦幻体育相关的比赛，并根据个人球员在美国五大体育项目(MLB、NHL、NFL、NBA和PGA)、英超和欧冠足球、纳斯卡赛车、加拿大足球联盟、XFL、混合武术(MMA)和网球的表现赢得奖金。
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，该公司宣布将其与NFL的独家每日奇幻合作伙伴关系扩大到加拿大。此前，DraftKings和NFL之间的交易仅限于美国。
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！