木头姐：软件股是下一个目标
方舟投资管理公司(Ark Investment Management)首席执行官凯茜•伍德(Cathie Wood)周三表示，软件供应商将是下一个搭上由英伟达(NVDA.US)推动的人工智能热潮的人。她称:“我们正在寻找那些软件供应商，他们现在实际上和我们第一次买入英伟达时一样。虽然随着时间的推移，英伟达有望取得好成绩，但方舟基金正在迈向下一个目标。”
据了解，方舟旗舰基金ARK Innovation ETF(ARKK.US)在今年1月减持了英伟达的股票，错失了让这家芯片制造商市值短暂突破1万亿美元的史诗般的涨势。对此，伍德为自己抛售英伟达股票的决定进行了辩护，称其对计算机芯片行业的繁荣-萧条周期感到担忧，并称其“定价超前”。
相反，伍德把赌注押在了软件类股上，她预计这些股票最终会增长到英伟达的规模，并以UiPath(PATH.US)、Twilio(TWLO.US)和Teladoc Health(TDOC.US)为例，伍德的基金持有这三只股票。
伍德表示:“英伟达每销售1美元的硬件，软件提供商和SaaS提供商将获得8美元的收入。”
据悉，伍德押注的是三家已远低于高点的公司。其中总部位于纽约的UiPath在2021年上市后涨至每股85美元以上，此后下跌了约80%。此外，总部位于旧金山的Twilio从2021年的峰值下跌了85%，及Teladoc Health从同年的高点下跌了90%以上。
最后，伍德重申，特斯拉(TSLA.US)是“最大的人工智能游戏”，并预计该公司股价会因其自动驾驶技术从目前的200美元左右升至2027年的2000美元。
伍德表示:“我们相信，到2038年，全球自动驾驶出租车平台将从几乎为零的水平创造10万亿美元的收入。很多人认为特斯拉是一只汽车股。我们不这么认为，我们认为它远不止于此。”
值得一提的是，Ark Innovation ETF自2月初的峰值以来已经下跌了10%以上，而同期纳斯达克100指数则上涨了12%。
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