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X @Cathie Wood
Cathie Wood· 2026-02-19 14:40
RT ARK Invest (@ARKInvest)ARK’s Big Ideas filters out short-term noise to reveal the signals we believe matter most for long-term growth.Explore the themes in Big Ideas 2026 by watching a detailed, section-by-section analysis from the ARK research team.https://t.co/8uiFJoAcuE ...
“木头姐”伍德神话褪色?ARKK五年回撤超50% 资产规模大幅缩水
美股IPO· 2026-02-18 04:22
外界常将ARKK与科技指数作比较,但其投资组合与传统科技指数存在显著差异。ARKK在基因 组学和数字资产等领域配置较高,而这些板块在纳斯达克100中的权重并不大。伍德本人也反复 强调"时间维度"的重要性。数据显示,过去三年ARKK年化回报率超过18%,在晨星统计的中盘 成长型基金中位列前8%;但若看五年期表现,则接近同类基金的末端。不过在10年维度上, ARKK年化回报仍超过17%,跻身前5%。 伍德在声明中表示,其投资流程并不受限于传统风格框架,从长期结果来看,ARKK、 ARKQ 和 ARKW 在各自完整历史区间内均位居晨星同类基金前十分之一,其中ARKQ和ARKW甚至处 于最顶尖分位。"只挑选较短时间段进行比较会扭曲全貌,自成立以来的年化回报才是业内最公 平的衡量标准。" 不过,晨星已给予伍德的投资策略负面评级,认为该基金在风险调整后的表现上可能跑输基准和 多数同业。尽管过去十年ARKK的回报领先于不少同类产品,其波动率也大致高出一倍。 木头姐"伍德神话褪色?ARKK五年回撤超50% 资产规模大幅缩水多年过去,曾在新冠疫情时期投资狂潮中声 名大噪的"木头姐"伍德如今迎来一个颇为尴尬的里程碑。 由伍德掌舵 ...
Broadcom’s Week in Review: Cathie Wood’s ARK Invests
Yahoo Finance· 2026-02-15 13:45
Core Viewpoint - Broadcom's share price has declined despite positive developments in the company, with a year-to-date drop of 6.1% while the semiconductor sector overall has seen gains [2]. Group 1: Investment Activity - ARK Investment Management acquired 87,148 shares of Broadcom for a total of $27 million, indicating a strategic investment in custom AI accelerators [3]. - Analyst consensus has shifted positively, with 26 analysts raising the average 12-month price target for Broadcom by 7.8% to $455.46, representing a 40% premium over the recent closing price [7]. Group 2: Market Position and Competitive Advantage - Jefferies reiterated a Buy rating for Broadcom with a price target of $500, highlighting the company's competitive edge in custom on-package AI chips and its expected large share of Google's unit volume in 2027 [4]. - Broadcom is projected to produce up to 4 million TPU units, maintaining its dominance in TPU production despite speculation about MediaTek's potential gains [5]. Group 3: Industry Context - Google has committed $185 billion to AI infrastructure spending in 2026, which is expected to benefit Broadcom as it supplies the custom TPU chips for this initiative [4]. - Despite MediaTek's stock rising by 26% this year, recent checks suggest that their TPU volumes will be light in 2026, limiting their competitive pressure on Broadcom [5][6].
X @Herbert Ong
Herbert Ong· 2026-02-06 16:17
https://t.co/ymnCgzhKm5Peter H. Diamandis, MD (@PeterDiamandis):Full episode with @CathieDWood : https://t.co/5BKCpC1Qkt ...
ARKB: Overlooked Fund Could Be Better Than IBIT
Seeking Alpha· 2026-02-05 14:00
Group 1 - Bitcoin briefly traded below $70,000 this week, attracting value buyers [1] - The article discusses the dangers associated with Bitcoin investment and potential risk mitigation strategies [1] - The ARK 21Shares Bitcoin ETF is mentioned as a relevant investment vehicle in the context of Bitcoin [1] Group 2 - The author emphasizes a long-term investment approach focusing on macro ideas through low-risk ETFs and CEFs [1] - The author has nearly ten years of experience trading stocks and currencies and currently manages a family fund [1]
Leading With Purpose: Personal, Professional And Planet
ARK Invest· 2026-02-05 13:30
Welcome to FYI, the 4-year innovation podcast. This show offers an intellectual discussion on technologically enabled disruption because investing in innovation starts with understanding it. To learn more, visit ark-invest.com. Ark Invest is a registered investment adviser focused on investing in disruptive innovation. This podcast is forformational purposes only and should not be relied upon as a basis for investment decisions.It does not constitute either explicitly or implicitly any provision of services ...
X @Cathie Wood
Cathie Wood· 2026-02-04 21:06
RT ARK Funds (@ARK_Funds)T-1 hour until our X Spaces takeoff!Set a reminder using the event link: https://t.co/gVA8ydHk14 https://t.co/Fx0rrqxwwJ ...
ARKG: Cathie Wood's Biotech Product Is In Rally Mode (BATS:ARKG)
Seeking Alpha· 2026-01-28 22:50
Healthcare stocks have come on strong since last August. What's more, low-quality, high-risk biotech names have helped support the global equity rally ever since the low last April. Cathie Wood’s ARK Genomic Revolution ETF ( ARKG ) has, not surprisingly, outperformed both theFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost ...
X @Cathie Wood
Cathie Wood· 2026-01-23 19:04
RT ARK Invest (@ARKInvest)Owning what’s next starts with identifying it.Here’s our biggest ideas recapped by @CathieDWood in a new "Big Ideas 2026" video.Watch: https://t.co/umXDhxsSow https://t.co/EOTH0qegbJ ...
X @Cathie Wood
Cathie Wood· 2026-01-21 22:33
A big shoutout to @ARKInvest's incredible research, marketing, and compliance teams for making Big Ideas 2026 happen! Humbly, I am standing on their shoulders while evangelizing about the New Creation.ARK Invest (@ARKInvest):If you want to understand where the future is headed, start here: Big Ideas 2026.Download: https://t.co/Uw1o20VSMc https://t.co/8mgXvxCq19 ...