Ark宣布入股OpenAI! 错过英伟达的“木头姐”欲紧抓这波AI浪潮

智通财经04-12

智通财经APP获悉，“木头姐”凯茜·伍德(Cathie Wood)所创立并领导的Ark Investment Management宣布，该机构已经持有ChatGPT开发者——硅谷人工智能独角兽OpenAI的股份，欲借助OpenAI股份来搭上这股全球企业布局AI的狂热浪潮，押注新兴的人工智能行业将重塑全球科技格局。在此之前，由于Ark Investment旗舰基金ARK Innovation(代码：...

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错过英伟达的“木头姐”欲紧抓这波AI浪潮\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-12 15:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1101631.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，“木头姐”凯茜·伍德(Cathie Wood)所创立并领导的Ark Investment Management宣布，该机构已经持有ChatGPT开发者——硅谷人工智能独角兽OpenAI的股份，欲借助OpenAI股份来搭上这股全球企业布局AI的狂热浪潮，押注新兴的人工智能行业将重塑全球科技格局。在此之前，由于Ark Investment旗舰基金ARK Innovation(代码：...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1101631.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4587","symbol_name":"ChatGPT概念","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1101631.html","article_id":"2426274718","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2426274718","pubTimestamp":1712908006,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"据了解，在当地时间周四发给客户的一封电子邮件报告中，Ark Investment表示：“截至2024年4月10日，Ark Venture Fund 投资于OpenAI，”这里指的是Ark Investment旗下5400万美元的风险投资类型基金。OpenAI还允许该公司的一些员工通过所谓的投标要约以高达860亿美元的估值出售OpenAI股票。但是Ark并没有透露这笔投资的具体规模，也没有公布其对OpenAI的最新估值。。OpenAI方面则没有就Ark入股一事发表评论。Ark还持有OpenAI最强竞争对手之一Anthropic的股份，大约占该风险投资基金5%的股份。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4587":"ChatGPT概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4543":"AI","BK4527":"明星科技股","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0444971666.USD":"天利全球科技基金","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4579":"人工智能","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4588":"碎股","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4503":"景林资产持仓","LU0056508442.USD":"贝莱德世界科技基金A2","BK4544":"ARK ETF合集","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4581":"高盛持仓","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4549":"软银资本持仓","LU0080751232.USD":"富达环球多元动力基金A","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0238689110.USD":"贝莱德环球动力股票基金","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4548":"巴美列捷福持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0072462426.USD":"贝莱德全球配置 A2","ARKK":"ARK Innovation ETF","BK4529":"IDC概念","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4592":"伊斯兰概念","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4532":"文艺复兴科技持仓","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","NVDA":"英伟达","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC"},"translate_title":"Ark announced a stake in OpenAI! The \"Sister Wood\" who missed Nvidia wants to seize this wave of AI","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDA":1,"ARKK":1},"content_text":"智通财经APP获悉，“木头姐”凯茜·伍德(Cathie Wood)所创立并领导的Ark Investment Management宣布，该机构已经持有ChatGPT开发者——硅谷人工智能独角兽OpenAI的股份，欲借助OpenAI股份来搭上这股全球企业布局AI的狂热浪潮，押注新兴的人工智能行业将重塑全球科技格局。在此之前，由于Ark Investment旗舰基金ARK Innovation(代码：ARKK)似乎“错过了一个时代”，该旗舰基金过早地抛售英伟达(NVDA.US)，有着华尔街顶流基金经理称号的“木头姐”伍德未全面感受到有着“AI领域最强卖铲人”称号的英伟达股价自2023年以来暴涨500%带来的红利。尽管“木头姐”公开表示相信未来的颠覆性技术，但根据机构收集的历史数据，自2023年初期以来，在“木头姐”领导之下ARK Innovation的主要策略与AI热潮最大赢家英伟达完全不沾边，即自2023年初期以来旗舰ETF产品ARK Innovation未持有过一股英伟达股票。据了解，在当地时间周四发给客户的一封电子邮件报告中，Ark Investment表示：“截至2024年4月10日，Ark Venture Fund 投资于OpenAI，”这里指的是Ark Investment旗下5400万美元的风险投资类型基金。“OpenAI目前处于人工智能能力‘寒武纪大爆发’的最前沿，”这家专注于投资科技公司的资产管理公司在最新报告中表示。封闭式运作的Ark Venture Fund 于2022年9月启动，主要投资于公共和私营公司，其中包括特斯拉CEO马斯克旗下的SpaceX，以及Epic Games Inc.、Freenome Holdings Inc.和Relation Therapeutics。Ark首席未来主义学家和投资委员会成员Brett Winton在接受媒体采访时表示:“我们的基金相对较新，规模较小，不得不说的是，人工智能基础模型领域的增量进展甚至比我们预期的要快。”“我们预计，到2030年，专注于基础模型领域科技公司的潜在市值将达到16万亿美元。”国际大行瑞银(UBS)在近期发布的一份研报中指出，全球科技行业刚刚开始大规模业绩增长周期，瑞银预计到2027年，AI技术将在全球各大经济体的各行各业实现极其广泛的应用规模，从而推动AI大模型及AI软件应用成为价值高达2250亿美元的细分市场，与2022年仅22亿美元规模相比，可谓史诗级飞跃，在此期间的复合年增速预期高达152%。据悉，成功开发出ChatGPT以及Sora文生视频大模型的OpenAI近几年已经筹集巨额资金，其中大部分来自美国科技巨头微软(MSFT.US)，微软此前已经投入大约130亿美元，成为OpenAI最大股东。OpenAI还允许该公司的一些员工通过所谓的投标要约以高达860亿美元的估值出售OpenAI股票。但是Ark并没有透露这笔投资的具体规模，也没有公布其对OpenAI的最新估值。。OpenAI方面则没有就Ark入股一事发表评论。Brett Winton则表示，这家AI独角兽公司将占据Ark Venture Fund 所持有股份的大约4%左右。Ark还持有OpenAI最强竞争对手之一Anthropic的股份，大约占该风险投资基金5%的股份。“木头姐”伍德所直接领导的Ark最知名ETF，同时也是Ark旗下的旗舰ETF Ark Innovation ETF在新冠疫情最严重的时候声名鹊起，因为在“木头姐”主导之下Ark Innovation 对于电动汽车领导者特斯拉(TSLA.US)等公司押下了重注，特斯拉目前仍然位列该旗舰ETF的第二大重仓股。然而，自今年以来，在这家电动汽车制造商股价大幅下跌30%之后，Ark Innovation 可谓步履蹒跚。虽然华尔街围绕人工智能相关股票的投资狂潮愈演愈烈，刺激美股科技股，尤其是芯片股暴涨——费城半导体指数今年以来涨超20%，就连标普500指数今年迄今已上涨超9%，但是“木头姐”领导的Ark旗下重仓特斯拉的旗舰ETF ARK Innovation却以8%跌幅而彻底落伍。Ark Venture Fund 所投资的标的主要由私营公司组成，约占总持股的80%。Brett Winton表示，公司的资产价值每天都在更新，这是为了给Ark产品的日常投资者提供最公平的价值。“Sora大模型令人感到无比兴奋。”Winton指的是OpenAI最近发布的文本到视频生成式人工智能工具。“创新步伐的加快令人兴奋，所以我们想要配置OpenAI。”","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2426274718"}