木頭姐:軟件股是下一個目標
方舟投資管理公司(Ark Investment Management)首席執行官凱茜•伍德(Cathie Wood)週三表示,軟件供應商將是下一個搭上由英偉達(NVDA.US)推動的人工智能熱潮的人。她稱:“我們正在尋找那些軟件供應商,他們現在實際上和我們第一次買入英偉達時一樣。雖然隨着時間的推移,英偉達有望取得好成績,但方舟基金正在邁向下一個目標。”
據瞭解,方舟旗艦基金ARK Innovation ETF(ARKK.US)在今年1月減持了英偉達的股票,錯失了讓這家芯片製造商市值短暫突破1萬億美元的史詩般的漲勢。對此,伍德爲自己拋售英偉達股票的決定進行了辯護,稱其對計算機芯片行業的繁榮-蕭條週期感到擔憂,並稱其“定價超前”。
相反,伍德把賭注押在了軟件類股上,她預計這些股票最終會增長到英偉達的規模,並以UiPath(PATH.US)、Twilio(TWLO.US)和Teladoc Health(TDOC.US)爲例,伍德的基金持有這三隻股票。
伍德表示:“英偉達每銷售1美元的硬件,軟件提供商和SaaS提供商將獲得8美元的收入。”
據悉,伍德押注的是三家已遠低於高點的公司。其中總部位於紐約的UiPath在2021年上市後漲至每股85美元以上,此後下跌了約80%。此外,總部位於舊金山的Twilio從2021年的峯值下跌了85%,及Teladoc Health從同年的高點下跌了90%以上。

最後,伍德重申,特斯拉(TSLA.US)是“最大的人工智能遊戲”,並預計該公司股價會因其自動駕駛技術從目前的200美元左右升至2027年的2000美元。
伍德表示:“我們相信,到2038年,全球自動駕駛出租車平臺將從幾乎爲零的水平創造10萬億美元的收入。很多人認爲特斯拉是一隻汽車股。我們不這麼認爲,我們認爲它遠不止於此。”
值得一提的是,Ark Innovation ETF自2月初的峯值以來已經下跌了10%以上,而同期納斯達克100指數則上漲了12%。
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