“木头姐”：美国已陷入“滚动式衰退”！

Group 1 - Cathie Wood, the head of Ark Invest, claims that the U.S. is experiencing a "rolling recession," characterized by sector-specific downturns [1][2] - Wood expresses a pessimistic short-term outlook for the U.S. economy, citing fears of unemployment leading to increased savings rates and a significant drop in consumer spending [2] - Ark Invest has recently taken a contrarian approach by buying into Tesla, Coinbase, and Robinhood, believing that technological disruption will lead to beneficial deflation [2] Group 2 - Wood has reduced her holdings in Meta for the first time in a year, selling 12,595 shares on March 17 and an additional 2,160 shares the following week [2] - Since mid-February, U.S. stocks have faced significant declines due to concerns over aggressive tariffs and layoffs, with some Wall Street analysts estimating a 50% chance of recession [2] - The Federal Reserve maintained interest rates but indicated potential rate cuts later in the year, with Wood predicting more than 2-3 rate cuts as inflation cools [3]