股市9527
07-16
这个人也就是著名的韭菜 跟她的投资收益裤衩子都赔掉了
木头姐日内调仓分化 持续加码航天军工 减持农业基因标的
金吾财讯
以港股为立足点，放眼寰球，为投资者带来及时可靠的香港及海外市场资讯，同时提供视角独特的深度解析。
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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n木头姐日内调仓分化 持续加码航天军工 减持农业基因标的\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-07-16 17:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 凯茜・伍德旗下 ARK Invest 于周三完成多只标的大额调仓，整体呈现增持<a href=\"https://laohu8.com/S/000901\">航天</a>、基因编辑创新企业，同步减持农机、基因测序类个股的操作思路，多只旗下 ETF 同步参与交易，资金在不同成长赛道间重新分配。当日资金投入力度最大的标的为太空探索技术公司 (SPCX)，多只 ARK 系 ETF 合计斥资 1670 万美元，买入 122807 股，对应成交均价约 135.99 美元，机构持续加大<a href=\"https://laohu8.com/S/00031\">航天</a>赛道配置比重。</p><p>减持端延续此前阶段性出货节奏，农机龙头 Deere & Co (DE)、基因测序企业 <a href=\"https://laohu8.com/S/TWST\">Twist Bioscience Corp</a> (TWST)、10X Genomics Inc (TXG) 均遭遇抛售。其中卖出 6833 股 DE，回笼资金近 400 万美元；抛售 71209 股 TWST，交易总额 658.90 万美元；ARKK ETF 卖出 99977 股 TXG，套现 457.79 万美元，基因测序、传统农业设备板块持仓持续收缩。</p><p>同期机构同步布局两条高成长细分赛道，基因编辑与国防军工均获资金加仓。ARKG ETF 购入 32751 股 Beam <a href=\"https://laohu8.com/S/LENZ\">Therapeutics</a> (BEAM)，投入资金 101.17 万美元；ARKQ、ARKX 两只航天军工主题 ETF 联合买入 34123 股 Kratos Defense and Security Solutions Inc (KTOS)，合计投入 171.84 万美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/NjEzNTY0MzU5MDE2.png","relate_stocks":{"159041":"农业","161024":"军工","SPAL":"2倍做多Space X ETF-GraniteShares","ARKQ":"ARK Autonomous Technology & Robotics ETF","SPCF":"2倍做多SpaceX ETF-ProShares","QBF":"Innovator Uncapped Bitcoin 20 Floor ETF - Quarterly","FTAG":"First Trust Indxx Global Agriculture ETF","BFAP":"FT Vest Bitcoin Strategy Floor15 ETF - April","TXG":"10x Genomics, Inc.","SPCG":"2倍做空SpaceX ETF-Tradr","ARKW":"ARK Next Generation Internet ETF","IDNA":"iShares Genomics Immunology and Healthcare ETF","BCCC":"Global X 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Innovation ETF","CBXJ":"Calamos Bitcoin 90 Series Structured Alt Protection ETF - January","BEAM":"Beam Therapeutics, Inc.","GNOM":"Global X Genomics & Biotechnology ETF","BITB":"比特币ETF-Bitwise","BETH":"比特币&以太币期货ETF-ProShares","ARKG":"ARK Genomic Revolution ETF","LOFF":"2倍做多SpaceX ETF-Direxion","SNK":"2倍做空SpaceX ETF-GraniteShares","SPCU":"2倍做多SpaceX ETF-Defiance","SHLD":"Global X Defense Tech ETF"},"source_url":"302638","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2651443872","content_text":"金吾财讯 | 凯茜・伍德旗下 ARK Invest 于周三完成多只标的大额调仓，整体呈现增持航天、基因编辑创新企业，同步减持农机、基因测序类个股的操作思路，多只旗下 ETF 同步参与交易，资金在不同成长赛道间重新分配。当日资金投入力度最大的标的为太空探索技术公司 (SPCX)，多只 ARK 系 ETF 合计斥资 1670 万美元，买入 122807 股，对应成交均价约 135.99 美元，机构持续加大航天赛道配置比重。减持端延续此前阶段性出货节奏，农机龙头 Deere & Co (DE)、基因测序企业 Twist Bioscience Corp (TWST)、10X Genomics Inc (TXG) 均遭遇抛售。其中卖出 6833 股 DE，回笼资金近 400 万美元；抛售 71209 股 TWST，交易总额 658.90 万美元；ARKK ETF 卖出 99977 股 TXG，套现 457.79 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