Ark Invest解释抄底HOOD原因：交易收入波动很正常，真正的爆点在于Gold订阅服务
Odaily星球日报讯 木头姐 Cathie Wood 旗下基金 Ark Invest 日前大举抄底 Robinhood（HOOD）。Ark Invest 研究总监 Nick Grous 今日于 X 发文表示，交易收入本来就具有周期属性，并高度受市场环境影响，只盯着该数据便会错过真正的大变化。
Robinhood 目前最重要的故事是其订阅服务 Robinhood Gold，这是一个能够不断把用户更深地拉进 Robinhood 生态系统的机制。截至今年第一季度，Gold 服务在已入金用户中的渗透率已达到 15.8%，40% 的新用户在注册时会直接选择订阅 Gold 服务。长期来看，越来越多 Gold 独占服务将形成一个更加稳定、可持续、且不易受市场情绪影响的收入基础。这正是 Robinhood 从单一券商平台进化为“金融超级 App”的核心故事，且这个飞轮目前仍处于非常早期阶段。
此前消息，Robinhood 上个月公布的第一季度财报不及市场预期，股价单日下跌 13%，但 Ark Invest 却在下跌时间大举抄底，斥资约 3970 万美元购入超 55 万股 HOOD，分别纳入 ARKK、ARKW、ARKF 三支旗舰基金，目前该股已跻身这三支基金的前六大持股，占比约 3%。
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