1BIG IDEAS ARK Investment Management LLC. This is not a recommendation in relation to any named particular securities/cryptocurrencies and no warranty or guarantee is provided. Any references to particular securities/cryptocurrenciesare 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.2024年度研究报告BIG I D EAS 2 0 2 4 FO R I N FO R MAT IONA L P U R POS ES ON LY JA NUA RY 3 1 , 2 0 2 4本报告为ARK投资出品的年度研究报告，供学习参考，请勿用于商业用途Big Ideas 2024—智能小巨人科技编译版
快速变化的步伐 跨行业和市值的敞口不确定性和未知数 颠覆性 创新 监管障碍 政治或法律压力 竞争格局投资创新的风险注意：ARK所相信的公司正在利用颠覆性创新和开发技术来取代旧技术或创造新市场，但实际上可能不会如此。ARK旨在教育投资者，并寻求评估潜在的投资机会，并指出风险和不确定性可能会影响我们的预测和研究模型。所呈现的内容仅供投资者参考，并注意某些创新领域的市场风险、颠覆性创新风险、监管风险和相关风险请仔细阅读风险披露。→ Aim for a cross-sector understanding of technologyand combine top-down and bottom-up research.Sources: ARK Investment Management LLC, 2023.→ Aim to understand the regulatory, market, sector,and company risks. (See Disclosure Page)投资创新的风险BIG IDEAS 2 0 2 4 : DISCLOSURE2Big Ideas 2024—智能小巨人科技编译版
Big Ideas 2024打破常规，定义未来ARK投资自豪地发表“Big Ideas 2024：打破常规，定义未来。”这是我们自2017年以来的传统。Big Ideas系列对技术融合及其对工业和经济的革命性潜力进行了全面的分析。ARK寻求通过投资颠覆式创新的领导者、推动者和受益者实现长期资本增值。ARK坚信创新不仅是增长的关键，也是韧性的关键，ARK强调在每个投资者的投资组合中对创新进行战略性配置的必要性。这种方法旨在利用在广泛的指数中经常被忽视的指数级增长机会，而同时对冲面临颠覆的现有企业带来的风险。我们希望您喜欢Big Ideas 2024。BIG IDEAS 2 0 2 4 : INTRODUCTION3Big Ideas 2024—智能小巨人科技编译版
技术融合5人工智能19比特币配置342023年的比特币43智能合约53数字消费者64数字钱包75精准治疗87多组学工具与技术96电动汽车104机器人113无人驾驶出租车122自主物流133可复用火箭1433D打印153TABLE OF CONTENTS4Big Ideas 2024—智能小巨人科技编译版
在人工智能突破的催化下，到2030年，与颠覆性创新相关的全球股票市场价值占比会从16%增加到60%以上。结果是，与颠覆性创新相关的年化股权回报率可能超过40%。在接下来的七年里，其市值从今天的19万亿美元增加到大约到2030年将达到220万亿美元。*Throughout this section, we include public blockchain value as part of all calculations and forecasts of “equity market value.” Sources: ARK Investment Management LLC, 2024. This ARK analysisis based on a range of underlying data from external sources, which may be provided upon request. Forecasts are inherently limited and cannot be relied upon. For informational purposes onlyand should not be considered investment advice or a recommendation to buy, sell, or hold any particular security. Past performance is not indicative of f...
