នាឡិកា Cathie Wood: Ark បន្ថែមទៅលើបច្ចេកវិទ្យាដែលចូលចិត្ត ប្តូរអ្នកផលិត EV

Renowned investor Cathie Wood, chief executive of Ark Investment management, on Thursday continued to bulk up on some of her favorite technology stocks.

She also bought shares of one major electric-vehicle maker, while selling another. The valuations listed below are as of Thursday’s close.

Ark exchange-traded funds purchased 68,294 shares of e-commerce platform Shopify (ហាងលក់) - ទទួលបានរបាយការណ៍របស់ Shopify, Inc. ថ្នាក់ A, valued at $32.8 million. The company is the 14^th largest holding in Wood’s flagship Ark Innovation ETF (អាខេខេ) - ទទួលបានរបាយការណ៍ ARK Innovation ETF.

Ark Innovation snagged 200,124 shares of video-streaming platform Roku (កូរ៉េខាងត្បូង) - ទទួលបានរបាយការណ៍ Roku, Inc. ថ្នាក់ A, valued at $19.9 million. Roku is the third largest holding in Ark Innovation.

That fund snapped up 175,834 shares of videoconferencing service Zoom Video Communications (ZM) - ទទួលបានរបាយការណ៍ Zoom Video Communications, Inc. Class A, valued at $17.8 million. Zoom is the second biggest holding in Ark Innovation.

Ark funds snatched 338,663 shares of online video game platform Roblox (RBLX) - ទទួលបានរបាយការណ៍ Roblox Corp. Class A, valued at $11.7 million. Roblox is Ark Innovation’s 21^st biggest holding.

Wood has said that the downturn of technology stocks in recent months represents a buying opportunity.

Electric Vehicles: Xpeng in, Tesla Out

On the EV maker front, Ark Autonomous Technology & Robotics ETF (អាខេក) - ទទួលបានរបាយការណ៍ ARK Autonomous Technology & Robotics ETF bought 93,466 shares of China’s XPeng (XPEV) - ទទួលបានរបាយការណ៍ Xpeng Inc, valued at $2.2 million. XPeng is the 22^nd biggest holding in Ark Autonomous Technology.

រមូរដើម្បីបន្ត

Ark funds unloaded 93,160 shares of Tesla (TSLA) - ទទួលបានរបាយការណ៍ Tesla Inc, valued at $94 million. Tesla is Ark Innovation’s largest holding. Wood has said that her sales of Tesla represent profit-taking and that she still believes in the company.

នៅថ្ងៃទី 29 ខែមីនា អ្នកវិភាគ Morningstar លោក Robby Greengold ចេញការរិះគន់យ៉ាងចាស់ដៃ of Ark Innovation. “ARKK shows few signs of improving its risk management or ability to successfully navigate the challenging territory it explores,” he wrote.

“Wood’s reliance on her instincts to construct the portfolio is a liability,” Greengold said. “This is a high-risk, benchmark-agnostic portfolio that invests across technology platforms the team thinks will revolutionize how sectors across the globe operate.”

But Wood countered his points in a recent interview with Magnifi Media by Tifin.

“I do know there are companies like that one [Morningstar] that do not understand what we’re doing,” she said.

“យើងមិនសមនឹងប្រអប់រចនាប័ទ្មរបស់ពួកគេទេ។ ហើយខ្ញុំគិតថា ប្រអប់ស្ទីលនឹងក្លាយជារឿងអតីតកាល ដោយសារបច្ចេកវិជ្ជាធ្វើឲ្យបន្ទាត់រវាង និងក្នុងចំណោមវិស័យមិនច្បាស់។

In addition, innovation is global and goes across the capitalization range, Wood said. “So I think those style boxes will seem quite provincial.”

Source: https://www.thestreet.com/investing/cathie-wood-doubles-down-techstocks-xpeng-tesla?puc=yahoo&cm_ven=YAHOO&yptr=yahoo