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Why Cathie Wood's 3 Stock Favorites Got a Big Boost From the Market Tuesday</h2><h2>为什么凯西·伍德最爱的3只股票在周二得到了市场的大幅提振

The stock market soared on Tuesday, making back lost ground from what's been a tough couple of weeks for many investors, especially those focusing on the high-growth stocks in the Nasdaq Composite (NASDAQINDEX: ^IXIC). The Nasdaq managed to outpace both the S&P 500 (SNPINDEX: ^GSPC) and the Dow Jones Industrial Average (DJINDICES: ^DJI), but all three finished higher, and the Dow set a new intraday record high before falling back from its best levels of the session.

Index Percentage Change Point Change
Dow +0.10% +30
S&P 500 +1.42% +54
Nasdaq Composite +3.69% +465

周二,股市飙升,收复了对许多投资者来说艰难的几周的失地,尤其是那些关注纳斯达克指数高增长股票的投资者。纳斯达克指数的表现超过了标准普尔500指数和道琼斯工业平均指数,但是这三个指数都以更高的价格收盘,道琼斯指数在从最高水平回落之前创下了盘中新高。

Index Percentage Change Point Change
Dow +0.10% +30
S&P 500 +1.42% +54
Nasdaq Composite +3.69% +465

Data source: Yahoo! Finance.

数据来源:雅虎融资。

One of the investors who's gotten hit hardest by the falling Nasdaq is Cathie Wood, the founder and chief investment officer of popular fund company ARK Invest. Wood's stock picks had been red-hot until the recent market correction. Today, though, her three favorite stocks were back in favor and saw huge gains.

受纳斯达克下跌影响最严重的投资者之一是凯西·伍德(Cathie Wood),他是广受欢迎的基金公司ARK Invest的创始人和首席投资官。在最近的市场调整之前,伍德挑选的股票一直炙手可热。但今天,她最喜欢的三只股票又重新获得青睐,并大幅上涨。

Image source: Getty Images.Squaring up

图片来源:Getty Images。艰难的谈判

Square (NYSE: SQ) is Wood's largest holding in her ARK Fintech Innovation ETF (NYSEMKT: ARKF). Square had been down more than 25% from its recent highs just last month, but the stock picked up ground with an 12% rise on Tuesday.

Square(纽约证券交易所代码:SQ)是Wood在ARK Fintech Innovation ETF(纽约证券交易所代码:ARKF)持有的最大股份。就在上个月,Square从近期高点下跌了25%以上,但该股周二反弹,涨幅达12%。

The case for Square's core electronic payments network is sound and easy to understand. The company has worked hard to bring key financial services to businesses of all sizes. Wood also likes how Square has embraced cryptocurrencies rather than shying away from their potential application as disruptors to traditional payment systems.

Square核心电子支付网络的理由很合理,也很容易理解。该公司一直在努力为各种规模的企业提供关键的金融服务。伍德还喜欢Square拥抱加密货币的方式,而不是回避它们作为传统支付系统颠覆者的潜在应用。

Strategic moves like Square's recent purchase of Tidal, however, take a little more explanation. Square CEO Jack Dorsey believes there's growth potential in creating an ecosystem that resonates with the artist community. It's unclear how that'll play out, but it shows the company's willingness to take risks in surprising directions.Looking healthier

然而,像Square最近收购Tidal这样的战略举措需要更多的解释。Square首席执行官杰克·多尔西认为,创造一个与艺术家社区产生共鸣的生态系统是有增长潜力的。目前还不清楚这种情况会如何发展,但这显示出该公司愿意在出人意料的方向上冒险。看起来更健康

Meanwhile, in the ARK Genomic Revolution ETF (NYSEMKT: ARKG), you'll find Teladoc Health (NYSE: TDOC) as the biggest holding. Teladoc had taken an even bigger hit, falling about 40% from its highs last month. But Tuesday brought relief in the form of a 9% gain to make back some of those losses.

与此同时,在方舟基因组革命ETF (ARK Genomic Revolution ETF)中,你会发现Teladoc Health (NYSE: TDOC)是最大的持股。Teladoc遭受的打击更大,从上月的高点下跌了约40%。但周二股市上涨9%,收复了部分失地,令市场松了一口气。

Investors have been increasingly wary about stocks that benefited from the stay-at-home mandates of the COVID-19 pandemic. Teladoc went from being a convenience to a necessity during the pandemic, and patients got their first look at what remote medicine might actually look like. Some fear that when the coronavirus crisis is under control, people will simply go back to the old way of doing things and hurt Teladoc's growth.

投资者对受益于2019冠状病毒病(COVID-19)大流行“不出门”规定的股票越来越谨慎。在流感大流行期间,Teladoc从一种方便用品变成了必需品,病人们也第一次看到了远程医疗可能是什么样子。一些人担心,当冠状病毒危机得到控制时,人们会回到过去的做事方式,损害Teladoc的增长。

That's certainly possible, but the counterargument is that having seen how good remote health services can be, patients might choose to keep using them even when they don't absolutely have to. That makes a share price that's well off its highs look much more attractive, offering a margin of safety for the bull case for Teladoc.Revving its engines

这当然是有可能的,但反对意见是,在看到远程医疗服务有多好之后,患者可能会选择继续使用它们,即使他们不是绝对需要。这使得远低于高点的股价看起来更具吸引力,为看涨Teladoc的投资者提供了安全边际。自身加速引擎

Finally, Tesla (NASDAQ: TSLA) is by far Wood's favorite stock, as it's the top holding in three different ARK Invest funds. ARK Next Generation Internet ETF (NYSEMKT: ARKW), ARK Autonomous Technology & Robotics ETF (NYSEMKT: ARKQ), and the landmark ARK Innovation ETF (NYSEMKT: ARKK) all have Tesla prominently featured, with as much as 10% of fund assets in the electric automaker's stock. Tesla shares had been down roughly 35% at their worst levels, but a nearly 20% rise on Tuesday added a full $110 back to the stock price.

最后,特斯拉(NASDAQ: TSLA)是伍德目前最喜欢的股票,因为它是3只方舟投资基金中持股最多的。ARK Next Generation Internet ETF (NYSEMKT: ARKW)、ARK Autonomous Technology & Robotics ETF (NYSEMKT: ARKQ)、以及标志性的ARK Innovation ETF (NYSEMKT: ARKK)都有特斯拉的显著表现,该电动汽车制造商的股票占基金资产的比例高达10%。特斯拉股价在最糟糕的时候下跌了约35%,但周二上涨了近20%,使其股价足足回升了110美元。

One source of optimism about Tesla came from Wall Street analysts. Wedbush issued a new price target of $950 per share, which represented a nearly 70% rise from Monday's closing price of $563. Analyst company New Street upgraded the stock to buy from neutral, setting a $900 price target. Both see good things for the automaker in the next few years, including higher deliveries and opportunities in big markets like China.

华尔街分析师对特斯拉持乐观态度。Wedbush公布了每股950美元的新目标价格,较周一563美元的收盘价上涨近70%。分析公司New Street将该股评级从中性上调为买入,目标价为900美元。两家公司都认为特斯拉在未来几年里会有好的发展,包括更高的交付量和在中国等大市场的机遇。

Tesla promises to remain volatile for the foreseeable future. Yet Wood sees Tesla at the forefront of key technological advances in autonomous driving and energy storage, and that could keep interest in the automaker's stock high for a long time.Getting back on track

特斯拉承诺在可预见的未来仍将不稳定。然而,伍德认为特斯拉在自动驾驶和能源存储等关键技术进步方面处于前沿,这可能会让人们对该公司股票的兴趣在很长一段时间内保持在高位。重回正轨

Obviously, one day doesn't say anything about the long-term direction of any investment, and today's gains didn't claw back all the losses that these three stocks have suffered in recent weeks. Nevertheless, Tuesday's bounce does show that investors still have confidence in the companies that made it into Wood's portfolio, and many fully expect further increases in share prices for Square, Teladoc, and Tesla far into the future.

显然,一天并不能说明任何投资的长期方向,今天的上涨也没有弥补这三只股票在最近几周所遭受的损失。不过,周二的反弹确实表明,投资者对Wood投资组合中的公司仍有信心,许多人完全预期Square、Teladoc和特斯拉的股价在未来还会进一步上涨。

Dan Caplinger has no position in any of the stocks mentioned. The Motley Fool owns shares of and recommends Square, Teladoc Health, and Tesla. The Motley Fool has a disclosure policy.

丹·卡普林格(Dan Caplinger)没有持有上述任何一支股票。这位“杂牌傻瓜”持有Square、Teladoc Health和Tesla的股票,并推荐这些公司。《斑驳的傻瓜》有个披露政策。

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