新晋存储主题ETF资产规模超越ARKK,巨额资金流入创纪录

投资观察
May 15

一只上市仅六周便炙手可热的交易所交易基金(ETF),其资产规模已超越凯茜·伍德旗下的旗舰产品ARK创新基金(ARKK)。

这只由Roundhill推出的存储主题ETF,交易代码为DRAM,自4月2日上市以来,已积累了约90亿美元的资产。该主题ETF追踪计算机内存和存储类股票,其投资组合中包含了三星等不在美国市场交易的知名公司。

数据显示,个人投资者正以前所未有的速度涌入这只新基金,其资金流入规模在新发产品中堪称罕见。

ARKK基金主要投资于高增长的科技公司,曾是主动管理型主题基金的典范,但随着其业绩开始下滑,资产规模也随之缩水。该基金在2020年代初期曾广受个人投资者追捧,并激励其他基金经理推出了数百只试图复制其成功的主题ETF。

然而,没有哪只产品能像DRAM ETF这样迅速获得市场认可并吸引巨额资金。

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