저자: CathieWood · 외국인
요약 보기
캐시 우드는 테슬라 주가 급등의 근거로 자율주행 기술 기회를 꼽고 5년 목표가 $2,600을 제시했다. 비트코인은 2030년 약 $65만, 상단 $100~150만을 제시하며 신자산군으로서 상승 여지가 크다고 주장했다. 규제 완화와 기관 편입이 주요 동력이라고 봤다. 헬스케어(CRISPR 유전자편집)에 주목하며 과거 엔비디아·테슬라 투자 성과를 강조했다. 자사 펀드 변동성은 인정하면서도 장기 안정성을 주장했다.
다듬은 글
What I'm trying to understand is this question. Stocks have risen significantly since the election. You know, I think Elon Musk is a genius, and Tesla has done amazing things . But I'm just trying to understand the price change. I can understand the argument that tariffs that prevent other electric vehicle companies from coming from China would be helpful .
I can also accept the argument that if the IRA were eliminated and some subsidies were eliminated , it would be an advantage given Tesla's position in the market . But let me tell you frankly, I don't want him to influence NHTSA, because I think it's difficult for someone in an industry to determine the regulations of that industry .
But if Nitza relaxes the rule, he has the opportunity to quickly advance autopilot technology . The question is, do these things, and other factors, account for the 30% rise in your view? A rise of over 30, 30, 30 percent . Yes, it had fallen a lot before that . As you know, we have published our research .
Our group includes Tasha Keeney and Sam Chorus. Our target price in 5 years is $2,600. That research is in the public domain, you can look at it, look at the model, and change whatever you want. So 90% of that estimate is based on autonomous technology . We believe that the opportunity for autonomous technology has increased dramatically.
Waymo is already doing it , and they have broken many barriers for Tesla by introducing this concept . Now Tesla has 7 million robots on the road , learning the roads in the United States and around the world . If the law is enacted at the national level , we will be in a much better position . Kathy, what is your current stance on Bitcoin?
You talked about a price point of $500,000. I don't know if you've changed the deadline for that, considering what happened. Maybe it was slow , now it can pick up speed again. What do you think , what do you think is really driving the price change ? Okay. We have a target for 2030. According to our basic estimate , that's about 650,000 dollars.
Our high-end estimate is between $1 and $1.5 million. Remember, we were the first public asset manager to invest in Bitcoin for $250 in 2015. We are still at 90,000 . I think we still have a long way to go. Why? First of all, we get regulatory concessions here , and I think that's one of the most important things coming from this administration.
We will gain regulatory privileges for all kinds of innovations, including healthcare. Another thing is that we now see Bitcoin as a new asset class. It's not just a global monetary system . This is a new asset class, which means that companies and asset allocators typically say, "Wait a minute , this asset is performing differently than our other assets .
We need to include it ." So, I think this is the next big move , and if you look at the years where Bitcoin halved and the inflation rate dropped to 0.9, it usually has a nice big move . So, that's me, before we go, I have to ask you a tough question , and in October there was an article in Puck magazine titled Why Does Anyone Listen to Kathy Wood?
The author of the article noted that at that time the fund had lost $14.3 billion in value to ETF shareholders . This is a huge amount. I don't think the situation is like that today . The situation is better than that, but why should people listen to you ? In fact , the teacher criticized us very harshly for interviewing you .
It's really interesting that we can't kick our customers out . I would say that we are in the opposite position today to where we were in late 2021. Then we told them to save money. It didn't happen . The inflow of money came in large quantities. Today we are in the opposite situation. We did well on Tesla, Bitcoin, and we were the first to buy Nvidia shares at 40 cents.
We strongly emphasize that . Now we want to focus on healthcare and the field of CRISPR gene editing . J.T. If you look at Vance and Elon Musk , they all talk about new treatments that are coming . So, wait . But how should we view the fluctuations of your finances and the big bets you make ? The reason I ask this is because, as I mentioned, your ETF performed very well in 2020 , did n't it?
It rose 150% or more . But if you look at the long- term picture , it's much more complicated . So, for the people watching us , when I ask you questions and they're paying close attention to your answers , what should they think ? Two things. Ours is unstable finance. We should not be a large part of any investment portfolio .
We are currently a subsidiary strategy, although we think this is the direction the world is heading. Secondly, if you remove the fluctuations during the Covid period, which had all sorts of interesting effects , if you look at our flagship fund , you'll see that it's been stable for 6 years. The technologies around which we have focused our research are very advanced.
So, we think we would be a good addition to the common indices in the market because we are not like them . Truth will surely prevail. The multi-omics health and life sciences sector has been a major financial burden in recent times. We think it will change , and when it does change, it will change quickly because the rubber band is being pulled .
We are now seeing companies like Crispr Therapeutics and Intellia on the path to curing diseases , a completely different model from traditional pharmaceutical companies. Kathy Wood, we're so happy to talk to you , and thank you for answering those questions. So, thank you. Thank you very much, Andrew.
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