ARK Investment Management의 창립자, CEO 및 최고 투자 책임자 인 Cathie Wood는 경제적 인 역풍과 “소음”에 대한 우려에도 불구하고 Tesla의 주식에 2,600 달러에 도달 할 것이라고 생각합니다.
Cathie Wood, the founder, CEO and chief investment officer of ARK Investment Management, maintains her bet that Tesla’s stock will reach $2,600 despite concerns about economic headwinds and “noise” around Elon Musk’s role in the Trump administration. She also talks about EV competition with BYD, investment opportunities in China and how investors are seeing a more deregulated environment in the US. Wood speaks exclusively to David Ingles on the sidelines of the HSBC Global Investment Summit in Hong Kong. 00:00:00 – Bullish outlook on Tesla stock 00:01:28 – Why robotaxis could represent 90% of company’s value in five years 00:02:35 – Elon Musk’s role in Trump’s government 00:04:03 – AI and new tech reshaping the workforce 00:04:44 – BYD vs Tesla 00:06:23 – China market’s importance to Tesla 00:07:28 – Ark “nibbling on” Baidu 00:08:44 – Investment opportunities in China and “DeepSeek moment” 00:09:54 – Open-source software movement 00:10:46 – Why a US and China tech bull market can coexist 00:12:13 – Outlook for the S&P 500 and US economy
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