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wrote a column · Jan 30 11:08

Following Cathie Wood: Adding to low-altitude leader JOBY, gene-editing stocks CRSP and BEAM see further增持.

On Thursday (January 29), Microsoft's sharp decline dragged down the US stock market early, but the three major indices continued to narrow their losses during trading, and the Dow eventually closed higher.
Notably, according to The Wall Street Journal,US President Trump stated on Wednesday that he would announce the Federal Reserve Chair nominee on Friday morning (Beijing time tonight).This appointment will determine the policy direction of the world’s most important central bank for the next four years; current Chair Powell’s term ends this May.
Judging from Cathie Wood’s overnight moves, she is continuing to bet on the future of transportation while making dramatic 'new vs old' shifts in the healthcare sector.
On Thursday (January 29), Microsoft's plunge dragged down the early session of US stocks, but the three major indices continued to narrow their losses during the session, with the Dow eventually closing higher. Notably, according to the Wall Street Journal report,US President Trump said on Wednesday that he would announce the nominee for Federal Reserve Chair on Friday morning (Beijing time tonight).This appointment will determine the policy direction of the world's most important central bank for the next four years; current Chair Powell's term ends this May. Looking at Cathie Wood’s overnight moves, she continues to bet on the future of transportation while making dramatic 'new vs. old' shifts in the healthcare sector. Direction of adding positions: Expanding investments in the low-altitude economy and gene editing. ARK’s most eye-catching move overnight was adding $Joby Aviation (JOBY.US)$ more than 780,000 shares. As the low-altitude economy policies are gradually implemented by 2026, JOBY, a leader in eVTOL (electric vertical takeoff and landing aircraft), is accelerating its commercialization process. Ms. Wood is clearly betting on the dividends from this track transitioning from the 'concept phase' to the 'earnings realization phase.' Although the biopharmaceutical sector has experienced significant volatility recently, ARK's preference for gene editing as $CRISPR Therapeutics (CRSP.US)$ 、 $Beam Therapeutics (BEAM.US)$ a foundational technology has never wavered. Particularly CRSP, with the approval of its pipeline products...
Direction of increased positions: Expanding exposure to low-altitude economies and gene editing.
ARK’s most eye-catching move overnight was adding more than 780,000 shares of $Joby Aviation (JOBY.US)$ With the gradual implementation of low-altitude economy policies by 2026, JOBY, a leader in eVTOL (electric vertical takeoff and landing aircraft), is accelerating its commercialization process. Clearly, Cathie Wood is positioning for the transition from the 'concept phase' to the 'earnings realization phase' within this sector.
Although the biopharmaceutical sector has experienced significant fluctuations recently, ARK's preference for gene editing as $CRISPR Therapeutics (CRSP.US)$ 、 $Beam Therapeutics (BEAM.US)$ a foundational technology has never wavered. Especially for CRSP, with growing expectations for pipeline product approvals, Ms. Wood is gradually building positions to lower costs while waiting for valuation recovery.
Reduction direction: Ruthlessly parting ways with long-standing gene giant ILMN
On the selling side, $Illumina (ILMN.US)$ ILMN was significantly reduced by 35,900 shares. ILMN was once the dominant player in the genetic sequencing industry, but in recent years, it has been constrained by antitrust regulations and increasing competition, leading to stagnant growth. Ms. Wood’s move sends a clear signal: rather than sticking with companies that have stagnant growth, reallocating to more explosive front-end gene-editing application firms is preferable.
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On Thursday (January 29), Microsoft's plunge dragged down the early session of US stocks, but the three major indices continued to narrow their losses during the session, with the Dow eventually closing higher. Notably, according to the Wall Street Journal report,US President Trump said on Wednesday that he would announce the nominee for Federal Reserve Chair on Friday morning (Beijing time tonight).This appointment will determine the policy direction of the world's most important central bank for the next four years; current Chair Powell's term ends this May. Looking at Cathie Wood’s overnight moves, she continues to bet on the future of transportation while making dramatic 'new vs. old' shifts in the healthcare sector. Direction of adding positions: Expanding investments in the low-altitude economy and gene editing. ARK’s most eye-catching move overnight was adding $Joby Aviation (JOBY.US)$ more than 780,000 shares. As the low-altitude economy policies are gradually implemented by 2026, JOBY, a leader in eVTOL (electric vertical takeoff and landing aircraft), is accelerating its commercialization process. Ms. Wood is clearly betting on the dividends from this track transitioning from the 'concept phase' to the 'earnings realization phase.' Although the biopharmaceutical sector has experienced significant volatility recently, ARK's preference for gene editing as $CRISPR Therapeutics (CRSP.US)$ 、 $Beam Therapeutics (BEAM.US)$ a foundational technology has never wavered. Particularly CRSP, with the approval of its pipeline products...
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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