凱茜·伍德（Cathie Wood

ARK Invest的首席執行官兼首席投資官Cathie Wood認為，美國經濟從她所說的“滾動衰退”中浮出水面

Optimistic outlooks on the U.S. economy emerging from what she calls a “rolling recession” over the past three years, shifting towards a productivity-driven growth phase fueled by artificial intelligence and technological innovation.

在過去三年中，她所謂的“滾動經濟衰退”的樂觀前景源於她所謂的“滾動經濟衰退”，轉向以人工智能和技術創新為促進生產力驅動的增長階段。

This emerging phase of economic transformation is highlighted by emerging productivity gains, particularly in the government sector, according to the innovation-focused investor. To illustrate this point, she mentioned a video featuring FDA leadership discussing how generative AI has reduced tasks that previously took days to mere minutes. “There’s a lot of productivity, I think, evolving in the ecosystem,” signaled.

據以創新為中心的投資者表示，新興的經濟轉型階段是由新興的生產力提高（尤其是在政府部門）強調的。為了說明這一點，她提到了一個視頻，其中包括FDA領導力，討論了生成AI如何減少以前花費幾天時間到幾分鐘的任務。 “我認為，在生態系統中發展了很多生產力，”信號。

This productivity surge will have significant macroeconomic implications, according to , with lower-than-expected inflation and a capital-friendly environment. “I think we’re going to see a lot more productivity-driven growth, which means inflation is going to be much lower than expected, which is going to be very capital friendly.”

根據，這種生產率激增將具有明顯的宏觀經濟含義，其通貨膨脹率低於預期和資本友好的環境。 “我認為我們將看到更多以生產率為導向的增長，這意味著通貨膨脹將遠低於預期，這將非常友好。”

At the same time, she brushed aside recent market volatility and concerns about tariffs, viewing the current administration’s trade policies as ultimately beneficial due to President Trump's focus on reducing tax rates globally.

同時，她拋棄了最近的市場波動和對關稅的擔憂，認為當前政府的貿易政策最終是由於特朗普總統專注於在全球降低稅率上的關注。

“What he’s looking for, if you listen to his rhetoric, is to reduce tax rates as much as possible around the world. So this is a global tax cut. This is a good thing,” explained.

“如果您聽他的言論，他正在尋找的是盡可能降低稅率。這是全球減稅。這是一件好事，”

This statement comes amid recent reports that President Trump plans to impose a 25% tariff on all goods from China and a 10% tariff on other goods, aiming to pressure Beijing into making trade concessions.

該聲明發表在最近的報導中，特朗普總統計劃對中國的所有商品徵收25％的關稅，並對其他商品徵收10％的關稅，旨在向北京施加壓力。

Maintaining a bullish stance on Bitcoin with a 2030 base case target of “$700 to $750,000” and a bull case scenario of $1.5 million, attributed this projection to Bitcoin's potential to capture market share from gold as a store of value, signaled by increasing institutional adoption and emerging market applications in areas like emerging markets. “We think we have miles to go. Certainly, we’re seeing more and more institutional activity. But I think they’re just testing the waters,” she said.

以2030年的基本案例目標保持“ 700至750,000美元”的基本案例目標，並保持150萬美元的公牛案例方案，這一預測歸因於比特幣將市場份額從黃金捕獲市場份額作為價值存儲的潛力，並通過增加機構採用和諸如Emerging Market之類的領域的新興市場應用來捕獲市場份額。她說：“我們認為我們還有里程。當然，我們看到越來越多的機構活動。但是我認為他們只是在測試水域。”

On another of Ark’s high-conviction investments, disclosed a five-year price target of $2,600 per share for Tesla and expressed even greater confidence in this projection than before due to emerging opportunities in commercial robotaxis. However, this forecast doesn't fully account for the company’s humanoid robot initiatives—a market she estimates at “$26 trillion revenue opportunity” over the next 5-10 years.

在ARK的另一項高裁決投資中，特斯拉披露了每股2,600美元的五年目標目標，並且對這一預測的信心比以前更大的信心。但是，該預測並不能完全解釋該公司的人形機器人計劃，她在未來5 - 10年內估計，她估計的“ 26萬億美元收入機會”的市場。

Highlighting Tesla’s competitive advantage in innovating simultaneously across three critical platforms—robotics (including robotaxis), energy storage, and artificial intelligence—compared to global competitors, including those in China, which she characterized as “number 2 to 10” in the humanoid robot space, according to Elon Musk.

根據Elon Musk的說法。

As part of Ark’s investment strategy, she recently revealed an increase in the firm’s positions in several technology companies, such as Nvidia, AMD, and CRISPR Therapeutics, showcasing her continued confidence in innovation-driven growth despite market fluctuations.

作為ARK投資策略的一部分，她最近透露，儘管市場波動，儘管市場波動，但該公司在NVIDIA，AMD和CRISPR Therapeutics等多家技術公司中的地位有所提高，表明了她對創新驅動的增長的持續信心。

With markets recovering from recent lows and technology companies advancing capabilities in AI and automation, her perspective suggests a transition from economic uncertainty to a new phase of growth powered by technological transformation and productivity enhancements.

隨著市場從最近的低點和技術公司中恢復過來，她的AI和自動化能力提高了能力，她的觀點表明，從經濟不確定性到由技術轉型和生產力提高的新增長階段過渡。