創新科技投資(一)

常常說買科技股或買新經濟股,其實買的是什麼?就是FANNG?QQQ?

上述的FANNG和QQQ,當然是比較簡單易明,有自由現金流可計算,而他們服務和產品容易接觸。但當然科技日新月異有更多更多新科技創新公司。

如我組合中有ARKK和ARKG,便是科技女股神主理的主動型ETF,今年看了他們對2020的Big Idea分析報告,特別提到下面這些,如果有興趣可以上網找他們報告,對創新領域研究學習上必得益不少

  1. Deep Learning — From Vision to Language
  2. Streaming Media — The Primary Technology Behind Content Distribution
  3. Electric Vehicles — Faster Adoption Than Most Think
  4. Automation — Increased Productivity and More Jobs
  5. 3D Printing — An Underestimated Technology
  6. Autonomous Ridehailing — The Future of Transportation
  7. Aerial Drones — A Cost Saver and Potential Life Saver
  8. Next Generation DNA Sequencing — The Transformation of Oncology
  9. Biotech R&D Efficiency — The Convergence of Technologies in Healthcare
  10. Digital Wallets — The Transformation of Banking
  11. Bitcoin — An Evolution of Monetary Systems

不過這些行業之新,這些行業股票都是大多是初創或發展中未盈利狀態,那麼用什麼方法和產品品去投資呢?

之後我會再就這類公司說一些我的方法和取向。

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