木头姐突发：比特币占净资产比超25%

The author Andy Sewo's sister Kathy Wood is not the kind of aggressive or boastful person, but she does have strong personal views and is willing to share her views with others to convince people that her investment theory, artificial intelligence, robots, energy storage, sequencing and blockchain technologies will change our world, which is her passion and even her mission. Wood is the founder, CEO and chief investment officer of Ark Investment, which has an asset management scale of 100 million US dollars. This week, I am in South Carolina. She was interviewed at the Global Sports Leaders Conference held in Washi. Wood talked about Tesla Musk and cryptocurrency NVIDIA and artificial intelligence and her beliefs. She also mentioned that a billionaire investor had thrown her a lifeline. Wood talked about Tesla and Musk. Earlier this week, the delivery data released by electric car manufacturer Tesla was lower than expected, and then its share price fell sharply. I pointed out to Wood that some analysts thought Tesla's good days were over. Wood said she didn't. Yao thinks that Wood is a big investor in Tesla. She believes that Tesla's share price can go up. Wood said that we totally disagree with this view. She then talked about her views on Tesla's self-driving taxi business. Wood said that this morning I heard someone say that Tesla has the ability to launch self-driving taxis, but it will be many years later. We don't think so. In view of the breakthrough brought by artificial intelligence, we think that the opportunity of self-driving taxis is coming. Wood thinks that the gross profit margin of self-driving taxi business is The business is like software as a service. At present, the gross profit margin of electric vehicle business is between and. We think the gross profit margin of this business can reach to. Wood continued, most analysts classify Tesla as an automobile company, but it is not an automobile company at all, but a robot energy storage and artificial intelligence company, which will be reflected in its profit margin. Automobile industries such as Ford and General Motors are moving away from electric vehicles, which is a big mistake because they are the only way to make profits. The diameter is to expand the scale of electric vehicles, so it can be said that they are handing over the market to Tesla. As the price of Tesla will be in the range of $10,000 to $10,000 in five years, the current average price is $10,000 to $10,000. The products of other automobile companies will be eliminated. I asked Wood if he was buying Tesla's shares now, and she said yes, we would disclose the positions and transactions at the end of each trading day. Wood later told me that she sold some shares when Tesla's share price was near the peak a few years ago, but She is buying low and selling high now, right? She said, I asked Wood if he was worried about Musk's behavior and the changes he had made. Wood said, Oh, no, he is no different from the past. Honestly, we have seen him many times. I think he is paying close attention to the entry barriers of his companies and how to promote the development of technology. We are learning more about what he is going to do. I think he is changing our world and saving mankind is an extremely important thing for him. We should go and see him. There may be some truth in what Wood said instead of what he said. Maybe people pay too much attention to the storms caused by Musk after he took over and forget that he is still passionate about building Tesla. Wood has different views from others. She said that social media is constantly developing and changing, which is the most important platform for us. I think it is becoming a platform for knowledge workers. We are integrating into all these innovative communities. They like our research and support. We are not like Kim. Some people in the financial market think that we are completely crazy. Wood talks about NVIDIA NVIDIA, another well-known company that Wood pays close attention to. She bought NVIDIA's stock very early, but sold it before the recent stock price surge. I asked her why she wanted to sell it. Wood said that people said that we sold it too early. Every time I saw someone say this, I found it interesting. When Ark Investment was established years ago, NVIDIA's share price was US dollars. At that time, NVIDIA was just a game chip company. We started the company. After research, we think it will become the brain of robots and self-driving cars, so we have long classified it as an artificial intelligence chip company, Ark Flagship Fund, which has been held in NVIDIA since its share price rose from US dollars to US dollars. This stock has doubled quite well, and now its share price is US dollars. Wood thinks that NVIDIA's current share price has digested the expectation that all the promises of artificial intelligence projects will be fulfilled. She thinks this is a bit too optimistic, and all related projects will take time. NVIDIA is still the most important labor. Smart chip companies are far ahead, but I think NVIDIA will face inventory problems and a lot of competition in the future. Wood's biggest shareholding is that people have mixed feelings about Wood's comeback. I pointed this out to her, and she also admitted that it is true. Wood said that since its establishment, the compound annual rate of return of the flagship fund has been yes, and we have experienced prosperity and depression. Our flagship fund has risen nearly in the past month. Wood said that the flagship fund has fallen sharply with many soaring stocks and funds. After the fall, investors have become more conservative. Now investors flock to benchmark indexes such as the S&P index and the Nasdaq index. The current Nasdaq is different from the Nasdaq I saw in the 1980s and 1990s. This index has become a fairly mature index. I often say that our shareholding is the new Nasdaq. In fact, I quite like the psychological factors, because I prefer to invest when people are suspicious, afraid and unwilling to believe. This is our current situation. It may be different from what some people think. She is a loyal believer in cryptocurrency, and the proportion of bitcoin in net assets is above. When the price of bitcoin was US dollars, we provided customers with bitcoin exposure. Now the price is about US dollars. We think that the rise of bitcoin has just begun. Why do you say that the global monetary system is usually divided by countries? Bitcoin has the properties of global digitalization, decentralization and private ownership, which has separated the government and human beings from this system. My mentor economist traver is very excited that we may return to the era of private capital and the era before the establishment of the Federal Reserve. At present, there is such a person, Federal Reserve Chairman Powell, who is controlling the market in his own way. I think this is crazy. It has been the case since Paul Volcker. I think Bitcoin will become another currency and be very useful in Nigeria and Egypt. The currencies of these two countries have depreciated by half respectively, and I just learned that Indian Rupee has depreciated by half in the past year. I asked Wood what he thought of the fact that cryptocurrency was used by drug dealers and criminals as a subversive innovation. 比特币今日价格行情网_okx交易所app_永续合约_比特币怎么买卖交易_虚拟币交易所平台

注册有任何问题请添加 微信：MVIP619 拉你进入群

文章转载注明 网址：https://netpsp.com/?id=57976