凯茜·伍德（Cathie Wood

ARK Invest的首席执行官兼首席投资官Cathie Wood认为，美国经济从她所说的“滚动衰退”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.

在过去三年中，她所谓的“滚动经济衰退”的乐观前景源于她所谓的“滚动经济衰退”，转向以人工智能和技术创新为促进生产力驱动的增长阶段。

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.

据以创新为中心的投资者表示，新兴的经济转型阶段是由新兴的生产力提高（尤其是在政府部门）强调的。为了说明这一点，她提到了一个视频，其中包括FDA领导力，讨论了生成AI如何减少以前花费几天时间到几分钟的任务。 “我认为，在生态系统中发展了很多生产力，”信号。

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.”

根据，这种生产率激增将具有明显的宏观经济含义，其通货膨胀率低于预期和资本友好的环境。 “我认为我们将看到更多以生产率为导向的增长，这意味着通货膨胀将远低于预期，这将非常友好。”

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.

同时，她抛弃了最近的市场波动和对关税的担忧，认为当前政府的贸易政策最终是由于特朗普总统专注于在全球降低税率上的关注。

“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.

“如果您听他的言论，他正在寻找的是尽可能降低税率。这是全球减税。这是一件好事，”

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.

该声明发表在最近的报道中，特朗普总统计划对中国的所有商品征收25％的关税，并对其他商品征收10％的关税，旨在向北京施加压力。

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年的基本案例目标保持“ 700至750,000美元”的基本案例目标，并保持150万美元的公牛案例方案，这一预测归因于比特币将市场份额从黄金捕获市场份额作为价值存储的潜力，并通过增加机构采用和诸如Emerging Market之类的领域的新兴市场应用来捕获市场份额。她说：“我们认为我们还有里程。当然，我们看到越来越多的机构活动。但是我认为他们只是在测试水域。”

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的另一项高裁决投资中，特斯拉披露了每股2,600美元的五年目标目标，并且对这一预测的信心比以前更大的信心。但是，该预测并不能完全解释该公司的人形机器人计划，她在未来5 - 10年内估计，她估计的“ 26万亿美元收入机会”的市场。

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.

根据Elon Musk的说法。

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.

作为ARK投资策略的一部分，她最近透露，尽管市场波动，尽管市场波动，但该公司在NVIDIA，AMD和CRISPR Therapeutics等多家技术公司中的地位有所提高，表明了她对创新驱动的增长的持续信心。

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.

随着市场从最近的低点和技术公司中恢复过来，她的AI和自动化能力提高了能力，她的观点表明，从经济不确定性到由技术转型和生产力提高的新增长阶段过渡。