异动解读 | ARK Innovation ETF盘中大跌5.02%,Cathie Wood下调比特币价格预期

异动解读
Nov 07, 2025

周四盘中,ARK Innovation ETF(ARKK)股价大跌5.02%,投资者对此反应强烈。这一显著跌幅与ARK Invest创始人Cathie Wood最新发表的比特币价格预测密切相关。

据报道,Cathie Wood将比特币到2030年的最高价预测从150万美元下调至120万美元。Wood解释称,这一调整主要是由于稳定币的快速崛起。她表示,稳定币正在承担她原本认为由比特币扮演的角色,尤其是在新兴市场和支付场景中。这一预测的调整可能引发了投资者对ARK Innovation ETF持有的加密货币相关资产的担忧,从而导致了股价的大幅下跌。

尽管如此,Wood仍对比特币的长期前景保持乐观,她认为比特币在机构采用增加与全球货币体系转型中将继续发挥核心作用。然而,市场似乎更关注短期内的不确定性,这反映在ARKK ETF的股价表现上。投资者将密切关注ARK Invest的后续动向,以及加密货币市场的发展趋势对该基金的潜在影响。

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