没有合适的资源?快使用搜索试试~ 我知道了~
首页ARK–Invest BigIdeas 2021.pdf
ARK–Invest BigIdeas 2021.pdf
需积分: 10 864 浏览量
更新于2023-03-03
评论
收藏 7.37MB PDF 举报
ARK是一家专注于颠覆性科技的投资管理公司。为了给投资者对突破性技术的影响和所创造的机会有所启发,从2017年开始,他们每年都会发布相关的颠覆性技术分析报告BIG IDEA。今年的研究报告聚焦了创新的最新进展,并给出了他们的最新预测。本文为对其研究报告的英文版原文。
资源详情
资源评论
资源推荐

•
January 26, 2021 | For Informational Purposes Only
This is not a recommendation in relation to any named securities and no warranty or guarantee is provided. Any
references to particular securities are for illustrative purposes only. There is no assurance that the Adviser will
make any investments with the same or similar characteristics as any investment presented. The reader should not
assume that an investment identified was or will be profitable.
PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE PERFORMANCE, FUTURE RETURNS ARE NOT GUARANTEED.
ARK Investment Management LLC
www.ark-invest.com
Big Ideas 2021

••2
Big Ideas 2021
Introductio n
ARK aims to identify large-scale investment opportunities by
focusing on who we believe to be the leaders, enablers, and
beneficiaries of disruptive innovation. While we believe
innovation is the key to growth, the opportunities it creates can
be missed or misunderstood by traditional investment
managers who are more focused on sectors, indexes, short-term
earnings, and price movements.
ARK seeks to gain a deeper understanding of the convergence,
market potential, and long-term impact of disruptive innovation
by researching a global universe that spans sectors, industries,
and markets. Today, we are witnessing an acceleration in new
technological breakthroughs.
To enlighten investors on the impact of these breakthroughs
and the opportunities they should create, we began publishing
Big Ideas in 2017. This annual research report seeks to highlight
the latest developments in innovation and offers some of our
most provocative research conclusions for the year.
We hope you enjoy our “Big Ideas” for 2021.
ARK’S BIG IDEAS
About ARK
Headquartered in New York City, ARK Investment Management LLC
is a federally registered investment adviser and privately held
investment firm. ARK specializes in thematic investing in disruptive
innovation and strives to invest at the pace of innovation.
To learn more visit ark-invest.com

••
Source: ARK Investment Management LLC, 2020
Risks of Investing in Innovation
3
Please note, companies that ARK believes are capitalizing on disruptive innovation and developing technologies to displace
older technologies or create new markets may not in fact do so. ARK aims to educate investors and seeks to size the potential
investment opportunity, noting that risks and uncertainties may impact our projections and research models. Investors should
use the content presented for informational purposes only, and be aware of market risk, disruptive innovation risk, regulatory risk,
and risks related to certain innovation areas. Please read risk disclosure carefully.
Disruptive
Innovation
Rapid Pace of Change
Uncertainty and Unknowns
Exposure Across Sectors and Market Cap
RISK OF INVESTING IN INNOVATION
Regulatory Hurdles
Competitive Landscape
Political or Legal Pressure
à Aim to understand the regulatory, market, sector,
and company risks. (See Risk and Disclosure Page)
à Aim for a cross-sector understanding of technology
and combine top-down and bottom-up research.
Big Ideas 2021
DISCLOSURE

••4
Big Ideas 2021
1. Deep Learning 5
2. The Re-Invention of the Data Center 13
3. Virtual Worlds 21
4. Digital Wallets 28
5. Bitcoin’s Fundamentals 37
6. Bitcoin: Preparing For Institutions 44
7. Electric Vehicles (EVs) 51
8. Automation 58
9. Autonomous Ride-Hailing 65
10. Delivery Drones 72
11. Orbital Aerospace 78
12. 3D Printing 85
13. Long Read Sequencing 92
14. Multi-Cancer Screening 99
15. Cell and Gene Therapy: Generation 2 106
Big
Ideas
2021
TABLE OF CONTENT
ARK requires a big idea to be investable and long-term. This report
includes research that has been updated or revised over the years as
well as completely new sections marked with “ “.

••
Forecasts are inherently limited and cannot be relied upon. For informational purposes only and should not be considered
investment advice, or a recommendation to buy, sell or hold any particular security.
5
Deep Learning
Deep Learning Could Be The Most Important Software
Breakthrough Of Our Time
01
• Until recently, humans programmed all software. Deep learning, a
form of artificial intelligence (AI), uses data to write software. By
“automating” the creation of software, deep learning could
turbocharge every industry.
• According to ARK's research, deep learning will add $30 trillion to
the global equity market capitalization during the next 15-20 years.
•
Deep Learning
剩余111页未读,继续阅读


















安全验证
文档复制为VIP权益,开通VIP直接复制

评论0