ARK持倉追蹤 | 狂買25萬股英偉達
【Ark旗下基金持倉變化小結,2022年05月26日】

ARK Invest創始人“木頭姐”(Cathie Wood) 似乎在奉行“別人恐懼我貪婪”的投資策略,在狂買1070萬美元特斯拉(TSLA.US)、加倉10萬股Zoom(ZM.US)之後,她再次出手,於本週四通過三隻ETF買入近25萬股英偉達(NVDA.US)。
伍德的ARK Innovation ETF, ARK Next Generation Internet ETF和ARK Fintech Innovation ETF 分別購買了英偉達191277股、33536股以及20473股,總市值約爲4370萬美元。
據悉,伍德在2021年曾持有英偉達的股票,但在2021年11月5日清掉了該公司的所有頭寸。
自伍德清倉英偉達以來,該股已下跌近 40%。她再次買入英偉達,表明她認爲當前是長期持有該公司股票的好時機。
本週早些時候,英偉達公佈了第一季度業績,營收達到82.88億美元,同比增長46%,高於市場預期的81.2億美元,但市場對該公司第二季度疲軟的業績指引存有擔憂。
①ARKK:以顛覆性創新產業爲主要投資標的
②ARKQ:以自動科技自動機器人技術爲主要投資標的
③ARKF :以金融科技創新爲主要投資標的
④ARKW:以"下一代網絡"爲主要投資標的
⑤ARKG:以生物基因科技創新爲主要投資標的
⑥ARKX: ARKX是美股市場裏的第一支太空概念ETF。
【uSMART目前支持部分美股10倍槓桿日內交易】
以上數據爲Cathie Wood個人/所在機構的過往操作,其交易背後之投資邏輯並不明確,不代表投資建議,注意風險。
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