antonyye
07-09
现在买入spaceX的必将深套其中，木头姐加仓并不能证明什么...。
凯茜·伍德在股价下跌之际加倍押注SpaceX，继续抛售AMD股票
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left;\">根据协议，约9.12亿股（约占符合条件非关联股东持股的20%）将于8月5日（财报公布两个交易日后）解除限售；若SpaceX股价在财报公布前10个交易日中，有5个交易日收盘价高于175.50美元（较135美元IPO价格上涨30%），则8月7日还将额外解禁约4.56亿股（约占符合条件持股的10%）。</p><p style=\"text-align: left;\">这意味着，若股价持续走强，财报后进入市场流通的股份数量反而可能增加，从而加大潜在抛压。</p><p style=\"text-align: left;\">值得一提的是，ARK周一已大举买入91.7万股SpaceX。</p><h3 style=\"text-align: left;\"><strong>减持 <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a></strong></h3><p style=\"text-align: left;\">与此同时，ARK旗下ARKK卖出8,667股Advanced Micro Devices，按收盘价516.11美元计算，套现金额约450万美元。</p><p style=\"text-align: left;\">AMD近期股价持续承压，市场情绪偏谨慎。不过，知名财经主持人Jim Cramer认为，此轮回调反而提供了买入机会，理由是AMD在CPU和GPU领域的需求依然稳健。</p><p style=\"text-align: left;\">市场目前聚焦AMD将于8月4日公布的业绩。华尔街预计，公司第二季度每股收益(EPS)为1.55美元，营收约112.8亿美元。目前分析师整体仍维持“买入”评级，高盛、富国银行及康托·菲茨杰拉德近期均上调目标价。不过，由于估值仍处于较高水平，AMD股价在市场避险情绪升温时仍可能面临较大波动。</p><p style=\"text-align: left;\">事实上，ARK周一也已卖出约860万美元的AMD股票。</p><h3 style=\"text-align: left;\"><strong>其他主要交易</strong></h3><ul><li><p style=\"text-align: left;\">买入607,567股 <a href=\"https://laohu8.com/S/XE\">X-Energy</a>。</p></li><li><p style=\"text-align: left;\">买入67,187股 <a href=\"https://laohu8.com/S/KTOS\">克瑞拓斯安全防卫</a>。</p></li><li><p style=\"text-align: left;\">买入6,354股 <a href=\"https://laohu8.com/S/LLY\">礼来</a>。</p></li><li><p style=\"text-align: left;\">卖出44,330股 <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>。</p></li><li><p style=\"text-align: left;\">卖出228股 <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>。</p></li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>凯茜·伍德在股价下跌之际加倍押注SpaceX，继续抛售AMD股票</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n凯茜·伍德在股价下跌之际加倍押注SpaceX，继续抛售AMD股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-07-08 15:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><strong>木头姐继续加仓SpaceX，减持AMD，押注商业航天、淡化芯片配置</strong></p><p style=\"text-align: left;\">由“木头姐”Cathie Wood掌舵的ARK Invest周二继续调整投资组合，重点加码商业航天领域，同时减持半导体股。</p><h3 style=\"text-align: left;\"><strong>加仓 <a href=\"https://laohu8.com/S/SPCX\">SpaceX</a></strong></h3><p style=\"text-align: left;\">ARK旗下ARK Innovation ETF买入44,196股SpaceX，按周二收盘价149.47美元计算，交易金额约660万美元。</p><p style=\"text-align: left;\">近期，市场对SpaceX的关注持续升温，焦点之一是公司IPO协议中的一项“30%规则”。</p><p style=\"text-align: left;\">根据协议，约9.12亿股（约占符合条件非关联股东持股的20%）将于8月5日（财报公布两个交易日后）解除限售；若SpaceX股价在财报公布前10个交易日中，有5个交易日收盘价高于175.50美元（较135美元IPO价格上涨30%），则8月7日还将额外解禁约4.56亿股（约占符合条件持股的10%）。</p><p style=\"text-align: left;\">这意味着，若股价持续走强，财报后进入市场流通的股份数量反而可能增加，从而加大潜在抛压。</p><p style=\"text-align: left;\">值得一提的是，ARK周一已大举买入91.7万股SpaceX。</p><h3 style=\"text-align: left;\"><strong>减持 <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a></strong></h3><p style=\"text-align: left;\">与此同时，ARK旗下ARKK卖出8,667股Advanced Micro Devices，按收盘价516.11美元计算，套现金额约450万美元。</p><p style=\"text-align: left;\">AMD近期股价持续承压，市场情绪偏谨慎。不过，知名财经主持人Jim Cramer认为，此轮回调反而提供了买入机会，理由是AMD在CPU和GPU领域的需求依然稳健。</p><p style=\"text-align: left;\">市场目前聚焦AMD将于8月4日公布的业绩。华尔街预计，公司第二季度每股收益(EPS)为1.55美元，营收约112.8亿美元。目前分析师整体仍维持“买入”评级，高盛、富国银行及康托·菲茨杰拉德近期均上调目标价。不过，由于估值仍处于较高水平，AMD股价在市场避险情绪升温时仍可能面临较大波动。</p><p style=\"text-align: left;\">事实上，ARK周一也已卖出约860万美元的AMD股票。</p><h3 style=\"text-align: left;\"><strong>其他主要交易</strong></h3><ul><li><p style=\"text-align: left;\">买入607,567股 <a href=\"https://laohu8.com/S/XE\">X-Energy</a>。</p></li><li><p style=\"text-align: left;\">买入67,187股 <a href=\"https://laohu8.com/S/KTOS\">克瑞拓斯安全防卫</a>。</p></li><li><p style=\"text-align: left;\">买入6,354股 <a href=\"https://laohu8.com/S/LLY\">礼来</a>。</p></li><li><p style=\"text-align: left;\">卖出44,330股 <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>。</p></li><li><p style=\"text-align: left;\">卖出228股 <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>。</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"AMDD":"1倍做空AMD ETF-Direxion","BBYY":"GraniteShares YieldBOOST BABA ETF","BABX":"2倍做多BABA ETF-GraniteShares","ELIS":"1倍做空LLY ETF-Direxion","AMDG":"2倍做多AMD ETF- Leverage Shares","SPCM":"2倍做多SpaceX ETF-Tradr","BABA":"阿里巴巴","AMDL":"2倍做多AMD ETF-GraniteShares","LLY":"礼来","SPCX":"SPAC and New Issue ETF","SPCQ":"2倍做空SpaceX ETF-Defiance","KTOS":"克瑞拓斯安全防卫","SSPC":"2倍做空SpaceX ETF-Leverage Shares","BNTX":"BioNTech SE","SPCU":"2倍做多SpaceX ETF-Defiance","AMD":"美国超微公司","XE":"X-Energy","SNK":"2倍做空SpaceX ETF-GraniteShares","AMDU":"Defiance Leveraged Long + Income AMD ETF","AMUU":"2倍做多AMD ETF-Direxion","AMDW":"Roundhill AMD WeeklyPay ETF","SPAL":"2倍做多Space X ETF-GraniteShares","SPCF":"2倍做多SpaceX ETF-ProShares","LLII":"REX LLY Growth & Income ETF","KTUP":"T-Rex 2X Long KTOS Daily Target 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ETF买入44,196股SpaceX，按周二收盘价149.47美元计算，交易金额约660万美元。近期，市场对SpaceX的关注持续升温，焦点之一是公司IPO协议中的一项“30%规则”。根据协议，约9.12亿股（约占符合条件非关联股东持股的20%）将于8月5日（财报公布两个交易日后）解除限售；若SpaceX股价在财报公布前10个交易日中，有5个交易日收盘价高于175.50美元（较135美元IPO价格上涨30%），则8月7日还将额外解禁约4.56亿股（约占符合条件持股的10%）。这意味着，若股价持续走强，财报后进入市场流通的股份数量反而可能增加，从而加大潜在抛压。值得一提的是，ARK周一已大举买入91.7万股SpaceX。减持 美国超微公司与此同时，ARK旗下ARKK卖出8,667股Advanced Micro Devices，按收盘价516.11美元计算，套现金额约450万美元。AMD近期股价持续承压，市场情绪偏谨慎。不过，知名财经主持人Jim Cramer认为，此轮回调反而提供了买入机会，理由是AMD在CPU和GPU领域的需求依然稳健。市场目前聚焦AMD将于8月4日公布的业绩。华尔街预计，公司第二季度每股收益(EPS)为1.55美元，营收约112.8亿美元。目前分析师整体仍维持“买入”评级，高盛、富国银行及康托·菲茨杰拉德近期均上调目标价。不过，由于估值仍处于较高水平，AMD股价在市场避险情绪升温时仍可能面临较大波动。事实上，ARK周一也已卖出约860万美元的AMD股票。其他主要交易买入607,567股 X-Energy。买入67,187股 克瑞拓斯安全防卫。买入6,354股 礼来。卖出44,330股 BioNTech SE。卖出228股 阿里巴巴。","news_type":1,"symbols_score_info":{"XE":2,"AMDG":0.6,"BABU":0.6,"KTOS":2,"SPCF":0.6,"SSPC":0.6,"AMDW":0.6,"AMUU":0.6,"SPCU":0.6,"BABX":0.6,"SPCX":2,"AMD":2,"AMDD":0.6,"LOFF":0.6,"KBAB":0.6,"SPCG":0.6,"KTUP":0.6,"LLYZ":0.6,"LLII":0.6,"SPAX":0.6,"SPCM":0.6,"AMYY":0.6,"BNTX":2,"DAMD":0.6,"SPAL":0.6,"BBYY":0.6,"BABW":0.6,"AMDY":0.6,"SPCH":0.6,"ELIL":0.6,"LLYX":0.6,"SPCQ":0.6,"AMDL":0.6,"LLY":2,"ELIS":0.6,"SNK":0.6,"AMDU":0.6,"BABA":2,"BABO":0.6}},"isVote":1,"tweetType":1,"viewCount":205,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":57,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/583734834618936"}
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