Cathie Wood:通縮力量正在削弱供應鏈引發的價格壓力
【彭博】-- Ark Investment Management LLC創始人Cathie Wood在推特中稱,通縮力量將克服供應鏈引發的衝擊世界經濟的價格壓力。
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「三種通縮來源將克服供應鏈引發的通貨膨脹,後者給全球經濟造成嚴重破壞,」Wood周一表示。她在回覆10月23日Twitter Inc.執行長Jack Dorsey的帖子時做出上述表示,Dorsey稱惡性通貨膨脹「將改變一切」,並且正在「發生」。
Wood提到的三個通縮來源是:
人工智能等技術進步的影響
顛覆性創新帶來的創造性破壞會壓低過時商品的價格
疫情帶來的周期性因素,公司為滿足復甦的需求而增加訂單,最終將在假日季結束後出現供應過剩和價格下跌
持久的供應鏈混亂正在引發通膨預期和市場動盪。美債殖利率上升引發了人們對科技投資的估值是否過高的質疑。Ark Innovation ETF較2月峰值下跌25%。
原文標題Ark’s Wood Sees Deflationary Forces Eclipsing Supply-Chain Havoc
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