MOO是农业技术配置不断增加的 ETF

乍一看,VanEck Vectors Agribusiness ETF (MOO) 似乎不是一个拥有强大技术实力或重大技术进步的交易所交易基金,但有必要对此进行进一步检查。

农业技术配置不断增加的 ETF 的 MOO

通过更深入的研究,投资者将发现农业日益成为技术进步的中心,而该主题可通过 MOO 获得。跟踪 MVIS 全球农业综合企业指数的 MOO 持有 53 只股票,虽然很少有人被认为是传统意义上的技术名称,但一些 MOO 组件比看起来更“技术”。

事实上,冠状病毒大流行正在加速农业对技术的拥抱,预计这将是一个长期主题。

Bestseller No. 1
ANRABESS Women Linen Palazzo Pants Summer Boho Wide Leg High Waist Casual Loose Baggy Lounge Pant Fashion 2024 Spring Trousers with Pockets 1091heise-XXL Black
  • Size - S=US(4-6), M=US(8-10), L=US(12-14),...
  • Feature - Smocked high waist, wide leg, loose fit...
  • Occasion - Linen pants perfect for daily life,...
  • Style - Lounging in linen is a dream in the weston...
  • Wash - Simply machine or hand wash it/ air dry...
Bestseller No. 2
EVALESS Womens Short Sleeve Round Neck Spring Summer Textured Tops 2024 Fashion Trendy Casual Loose Fit T Shirts Tee Blouses Clothes Apricot Small
  • Material: Casual womens summer tops is made from...
  • Features: With a round neck/crewneck, cute batwing...
  • Style: Womens blouses woven with a fine and...
  • Match: The solid color basic short sleeve casual...
  • Occasion: Suitable for a casual everyday look and...
Bestseller No. 3
AUTOMET Jumpsuits for Women Summer Outfits Spring Fashion 2024 Vacation Beach Casual Jumpers Rompers Loose Sexy Overalls with Pockets
  • Material: Spaghetti strap summer jumpsuit made of...
  • Design: Loose fit overalls for women, fashionable...
  • Occasion: Baggy overalls jumpers with pockets is...
  • Matching: This 2024 spring fashion clothes...
  • Summer Fashion Overalls For Women, Casual...
SaleBestseller No. 4
ANRABESS Women's Summer 2 Piece Outfits Sleeveless Crop Top Capri Wide Leg Pants Jumpsuit Casual Linen Lounge Matching Sets Beach Travel 2024 Trendy Clothes 546Xiuhong-S
  • Size - Choose the perfect fit from S=US(2-4),...
  • Features - This 2 piece outfit features a...
  • Occasion - From summer parties to casual tourism,...
  • Stylish Outfit Set - Embrace effortless style with...
  • Washing - Dry clean recommended to avoid shrunk.

CNBC 的 Carmen Reinicke 报道说:“甚至在 2020 年冠状病毒大流行爆发之前,农业就面临着许多不利因素,从飓风和计划不周破坏作物生长周期到报复性关税削减出口的影响。 ” “当 Covid 来袭时,它突出了现有问题并带来了新问题,包括对食品系统的供需冲击和劳动力短缺。然后,对乌克兰的入侵造成了又一次打击,扰乱了全球粮食市场。”

在大流行和各种供应链问题之间,农业综合企业领域的技术焦点正在增长,一些 MOO 组件将受益。数据证实,一些专业投资者正在为农业综合企业和技术交叉领域的巨大机会做准备。

“自 2020 年以来,该领域的交易和风险资本投资有所增加。根据 Crunchbase 的数据,在那一年,风险资本在 422 笔交易中投入了 34 亿美元,是一年前投资的 17 亿美元的两倍。到 2021 年,更多的资金用于资助农业科技初创公司,有 440 笔交易和 49 亿美元,”据 CNBC 报道。

在 MOO 的组成部分中,分析师看好它们也有望从农业综合企业领域的技术增长中受益,按字母顺序排列的是 Agco(纽约证券交易所代码:AGCO)、Corteva(纳斯达克股票代码:CTVA)和迪尔(纽约证券交易所代码:DE)。

New
SUUKSESS Women Double Lined Fitted Basic Tee Shirts Crew Neck Short Sleeve Y2K Going Out Crop Tops (Blush, S)
  • Double Lined Buttery Soft Shirts: 76% Polyamide...
  • Slimming Fitted Short Sleeve Basic Tees: Crew neck...
  • Trendy Y2K Going Out Tops: Cute street wear summer...
  • Occasions: Perfect as going out street wear, daily...
  • Size: Fits tight, Recommend size up for lounge...
New
Jockey Women's Bra Back Smoothing Seamfree Bralette, Iceberg, M
  • Style 3041
  • Sewn-in molded cups and wire-free design
  • Pullover style
  • 64% nylon/30% polyester/6% spandex
  • Machine wash and dry
New
Funxiang Women's Ripped Denim Shorts Stretchy 2024 Summer Women's Ripped Jean Shorts High Waisted Distressed Denim Shorts
  • These jean shorts womens high waisted stretchy...
  • A pair of stretchy denim shorts for women...
  • jean shorts for women. short shorts for women are...
  • This pair of summer clothes for women suitable for...
  • Machine wash, do not bleach. Colors may vary on...
New
Trifabricy Ankle Socks for Women - Cushioned Low Cut No Show Socks Womens Socks With Heel Tab, Comfortable Athletic Running Socks for Women and Men, Solid Colors, 5 Pairs, Large
  • 🧦Breathable & Comfortable: Our ankle socks are...
  • 🧦Heel Tab & Anti-Slip Design - Featuring a heel...
  • 🧦Arch Support & Low cut Socks - These workout...
  • 🧦Perfect Size & Classic Colors: Our ankle socks...
  • 🧦Multi-function - These socks for women...

作为国内领先的农业设备制造商,迪尔在利用农业/科技主题方面提出了一个明智的想法。截至 10 月 21 日,该股票是 MOO 最大的持股,权重为 8.75%。Corteva 是该基金的第四大组成部分,分配率为 6.38%,而 Agco 占该基金名册的 1.67%。

底线:对于寻求更多农业/技术接口同时消除选股需求的投资者来说,MOO 可能是理想的选择。