看好比特幣和比亞迪? 木頭姐開始增持這兩樣
週三,凱西·伍德領導的方舟投資管理公司開始第二次減持特斯拉的股份,轉而瘋狂增持比亞迪。目前該公司共拋售價值約6000萬美元的特斯拉股票,但仍持有150萬份特斯拉股票。比亞迪大家並不陌生,早在前幾年就得到了著名投資人巴菲特的公司伯克希爾·哈撒韋的青睞。週三交易前,方舟投資公司(Ark Invest)共持有比亞迪476,854股,價值2,630萬美元
木頭姐是特斯拉和其他電動汽車品牌的堅定擁護者,個人旗下的投資管理公司也將特斯拉視爲珍寶。自公司成立以來就購入大量特斯拉股票,最大持倉也是特斯拉。除此之外她還分別入股了蔚來汽車,比亞迪等其電動汽車公司。去年,特斯拉得到了赫茲全球控股公司(Hertz Global Holdings Inc .)的大筆訂單,股價一飛沖天,市值達到了1萬億美元,併爲方舟投資管理公司帶來了巨大的收益。而就在不久之前,特斯拉宣佈開始將進行二次拆股,以便以股息的形式進行分股。
本週三,比亞迪股價收高3.4%,至57.07美元;特斯拉股價下跌0.5%,收於1,093.9美元
除了電動汽車,木頭姐還看好比特幣的漲勢,擁有的投資管理公司分別買入與加密貨幣掛鉤的金融科技股票Coinbase Global Inc COIN。這次共購入288,171股,價值約5890萬美元。受此影響,Coinbase週一股價飆升。據報道,這家大型加密貨幣交易所即將收購巴西最大加密貨幣交易所Mercado Bitcoin的母公司2TM。方舟投資管理公司現持有Coinbase591萬股,價值約12億美元。木頭姐預計一枚比特幣可能會價值136萬美元到2030年。
本週二Coinbase股價收漲1.6%,至204.5美元。
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