You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
木頭姐入場抄底Zoom
uSMART盈立智投 08-24 19:09

在Zoom(ZM.US)股價跌回疫情之前的水平時,“木頭姐”凱西•伍德出手了。

智通財經APP獲悉,交易數據顯示,木頭姐旗下方舟投資公司的兩隻基金週二買入逾80萬股Zoom股票,截至當日收盤價值6825萬美元,這也是方舟投資公司三個月來首次買入這家視頻會議公司的股票。

在公佈不及預期的二季度業績並下調三季度和全年業績指引後,Zoom股價週二收跌17%,創下2020年1月份以來的最低收盤價。Zoom曾經是疫情的主要受益者,但隨着工作場所重新開放,該公司一直在苦苦掙扎,並表示來自消費者和小企業的銷售額下降速度比預期的更快。

不過,一些分析師仍對該股未來12個月的前景持樂觀態度。

包括Meta Marshall在內的摩根士丹利分析師維持對Zoom的“增持”評級,並表示估值、打造平臺的能力以及在美國以外的機會等都是繼續看漲該公司的理由。

數據顯示,截至6月底,方舟投資公司是Zoom的第五大股東,持有約958萬股。自2020年第四季度以來,方舟投資公司基本上一直在增加Zoom的持股。數據還顯示,方舟投資公司擁有或曾經擁有Zoom的期權。

自去年12月以來,方舟投資公司管理的資產已縮水近一半,其旗艦基金Ark Innovation ETF在2022年暴跌54%,原因是市場擔心全球貨幣緊縮將限制成長型股票的估值。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account