钱景
07-11
木头姐玩高科技，而且还玩短线。👍
“木头姐”再度调整持仓，加码Meta、减持AMD
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22:38</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;\">方舟投资（ARK Investment Management）创始人兼首席投资官Cathie Wood（“木头姐”）周四继续调整投资组合，大举加仓 <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a>，同时进一步减持芯片巨头 <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a>。</p><p style=\"text-align: left;\">根据ARK披露的最新交易数据，旗下多只ETF合计买入34080股Meta，按当日收盘价计算，涉资约2060万美元，为当日最大一笔买入交易。这也是Meta将于7月29日公布第二季度业绩前的重要布局。目前，华尔街预计Meta第二季度每股盈利约7.17美元，营收约601.9亿美元。此外，Meta近期持续加码AI业务，不仅推出首个付费AI模型，还宣布自研AI芯片将于9月进入量产阶段。</p><p style=\"text-align: left;\">与此同时，ARK继续减持AMD，合计卖出10774股，套现约560万美元。AMD股价自2026年以来累计上涨约140%。市场分析认为，此次减持更可能是获利了结及投资组合再平衡，并不代表ARK看空AMD的基本面。</p><p style=\"text-align: left;\">值得注意的是，今年2月AMD业绩公布后股价一度大跌17%，Cathie Wood曾逆势买入约14.1万股，投入约2800万美元，当时的建仓成本明显低于目前股价，因此本次减持也被视为兑现部分收益。</p><p style=\"text-align: left;\">除上述交易外，ARK当天还增持了 <a href=\"https://laohu8.com/S/CRCL\">Circle Internet Corp.</a></p><p style=\"text-align: left;\">和 <a href=\"https://laohu8.com/S/IONS\">Ionis Pharmaceuticals, Inc</a>，同时减持了 <a href=\"https://laohu8.com/S/HOOD\">Robinhood</a>、 <a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a>及 <a href=\"https://laohu8.com/S/NTRA\">Natera, Inc.</a>。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"AMD":"美国超微公司","AMDL":"2倍做多AMD ETF-GraniteShares","IONS":"Ionis Pharmaceuticals, Inc","FBYY":"GraniteShares YieldBOOST META ETF","HOOI":"Defiance Leveraged Long + Income HOOD ETF","CRCG":"2倍做多CRCL ETF-Leverage Shares","ROBN":"2倍做多HOOD ETF-T-REX","CRCL":"Circle Internet Corp.","HOOW":"Roundhill HOOD WeeklyPay™ ETF","HOOG":"2倍做多HOOD ETF- Leverage Shares","CRCO":"YIELDMAX CRCL OPTION INCOME STRATEGY ETF","DAMD":"2倍做空AMD ETF-Defiance","HOOX":"2倍做多HOOD ETF-Defiance","METD":"1倍做空META ETF-Direxion","CRCD":"T-REX 2X Inverse CRCLDaily Target ETF","AMDU":"Defiance Leveraged Long + Income AMD 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Inc.，同时进一步减持芯片巨头 美国超微公司。根据ARK披露的最新交易数据，旗下多只ETF合计买入34080股Meta，按当日收盘价计算，涉资约2060万美元，为当日最大一笔买入交易。这也是Meta将于7月29日公布第二季度业绩前的重要布局。目前，华尔街预计Meta第二季度每股盈利约7.17美元，营收约601.9亿美元。此外，Meta近期持续加码AI业务，不仅推出首个付费AI模型，还宣布自研AI芯片将于9月进入量产阶段。与此同时，ARK继续减持AMD，合计卖出10774股，套现约560万美元。AMD股价自2026年以来累计上涨约140%。市场分析认为，此次减持更可能是获利了结及投资组合再平衡，并不代表ARK看空AMD的基本面。值得注意的是，今年2月AMD业绩公布后股价一度大跌17%，Cathie Wood曾逆势买入约14.1万股，投入约2800万美元，当时的建仓成本明显低于目前股价，因此本次减持也被视为兑现部分收益。除上述交易外，ARK当天还增持了 Circle Internet Corp.和 Ionis Pharmaceuticals, Inc，同时减持了 Robinhood、 Roku Inc及 Natera, 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