美股周先森
08-28
这娘们跟我眼光竟然一样
“木头姐”继续减持AMD！套现约1810万美元，转向加仓博通与Cerebras
老虎资讯订阅内容
汇集老虎资讯发布的内容。
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浪潮上的小舢板
08-30
浪潮上的小舢板
不是娘们儿了，是奶奶。
什么也没有了～
APP内打开
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1
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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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“木头姐”继续减持AMD！套现约1810万美元，转向加仓博通与Cerebras\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\">2026-08-28 15:12</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;\">知名科技投资人、“木头姐”Cathie Wood近期继续调整AI芯片板块持仓，在减持 <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a>的同时，转而加仓<a href=\"https://laohu8.com/S/AVGO\">博通</a>及<a href=\"https://laohu8.com/S/CBRS\">Cerebras Systems</a>，显示ARK Invest正尝试分散其AI芯片投资布局。</p><p style=\"text-align: left;\">根据ARK Invest披露的数据，旗下多只ETF周三合计卖出37,977股AMD。AMD周四收跌0.9%，报476.67美元，按最新收盘价计算，此次减持股份价值约1810万美元。</p><p style=\"text-align: left;\">这并非ARK近期首次减持AMD。过去数月，随着AMD股价持续走高，Wood已多次削减相关持仓。AMD今年以来股价累计升幅超过一倍，较高的涨幅或成为ARK进行获利了结及重新配置仓位的背景之一。</p><p style=\"text-align: left;\">与此同时，Wood正在加码其他AI芯片标的。ARK周三买入57,705股博通，并买入69,585股AI芯片公司Cerebras。</p><p style=\"text-align: left;\">博通周四收涨4.5%，报371.54美元；Cerebras上涨2.5%，报186.67美元。值得注意的是，两只股票过去3个月均出现明显回调，此时ARK逆势加仓，也反映其正在利用股价调整增加相关敞口。</p><p style=\"text-align: left;\">不过，从整体持仓来看，<strong>AMD目前仍是ARK在三家公司中持仓规模最大的标的。</strong></p><p style=\"text-align: left;\">以旗舰基金 <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>为例，其持有AMD市值约1.933亿美元，占基金总持仓约3%，为第11大重仓股；相比之下，ARKK持有Cerebras约1.495亿美元，持有博通约9530万美元。</p><p style=\"text-align: left;\">Wood近年来凭借对颠覆性科技领域的高集中度投资而闻名，重点布局包括人工智能、机器人、基因技术等领域，此前对特斯拉的大举押注更令其声名大噪。</p><p style=\"text-align: left;\">不过，这种高风险、高成长的“登月式”投资策略也带来较大的业绩波动。数据显示，ARK旗下规模最大的ARKK过去5年年化回报约为**-9%**。</p><p style=\"text-align: left;\">整体来看，ARK此次操作并非完全撤出AMD，而更像是在AMD今年大幅上涨后<strong>主动降低集中度，并将部分资金转向近期明显回调的博通和Cerebras，以重新平衡AI芯片板块的投资组合。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"CBRX":"Tradr 2x Long CBRS Daily ETF","AVGC":"2倍做多AVGO ETF-Corgi","AVL":"2倍做多AVGO ETF-Direxion","CBRZ":"Tradr 2X ShortCBRS Daily ETF","ARKK":"ARK Innovation ETF","AVGO":"博通","AMDC":"Corgi AMD 2x Daily ETF","AVGG":"2倍做多AVGO ETF-Leverage Shares","AVS":"1倍做空AVGO ETF-Direxion","AMDD":"1倍做空AMD ETF-Direxion","AMD":"美国超微公司","CBRS":"Cerebras Systems","DAMD":"2倍做空AMD ETF-Defiance","AVGU":"2倍做多AVGO ETF-GraniteShares","AMDG":"2倍做多AMD ETF- Leverage Shares","AMDL":"2倍做多AMD ETF-GraniteShares","AVGW":"Roundhill AVGO WeeklyPay ETF","AVGX":"2倍做多AVGO ETF-Defiance","AMUU":"2倍做多AMD ETF-Direxion","AMDW":"Roundhill AMD WeeklyPay ETF","CBRG":"2倍做多CBRS ETF-Leverage Shares","AMYY":"GraniteShares YieldBOOST AMD 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ETF为例，其持有AMD市值约1.933亿美元，占基金总持仓约3%，为第11大重仓股；相比之下，ARKK持有Cerebras约1.495亿美元，持有博通约9530万美元。Wood近年来凭借对颠覆性科技领域的高集中度投资而闻名，重点布局包括人工智能、机器人、基因技术等领域，此前对特斯拉的大举押注更令其声名大噪。不过，这种高风险、高成长的“登月式”投资策略也带来较大的业绩波动。数据显示，ARK旗下规模最大的ARKK过去5年年化回报约为**-9%**。整体来看，ARK此次操作并非完全撤出AMD，而更像是在AMD今年大幅上涨后主动降低集中度，并将部分资金转向近期明显回调的博通和Cerebras，以重新平衡AI芯片板块的投资组合。","news_type":1,"symbols_score_info":{"AVGW":0.6,"CBRS":2,"CBRG":0.6,"AMDD":0.6,"AMDL":0.6,"AVL":0.6,"CBRX":0.6,"AMYY":0.6,"DAMD":0.6,"ARKK":2,"AVGU":0.6,"AMDG":0.6,"AVGO":2,"AVGX":0.6,"AMUU":0.6,"AVGG":0.6,"AMDC":0.6,"AMDY":0.6,"AMD":2,"AMDW":0.6,"AVS":0.6,"CBRZ":0.6,"AVGC":0.6}},"isVote":1,"tweetType":1,"viewCount":1088,"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":22,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":602274181038968,"commentId":"602274181038968","gmtCreate":1788076580750,"gmtModify":1788076586260,"authorId":3464650551454893,"author":{"id":3464650551454893,"idStr":"3464650551454893","authorId":3464650551454893,"name":"浪潮上的小舢板","avatar":"https://static.tigerbbs.com/f4f09f9717274b4d5e1da4831966b3bf","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.30","exceedPercentage":"60.26%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectEnabled":0,"wearingSort":0},"crmLevel":6,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[{"categoryType":1100,"badgeId":"35ec162348d5460f88c959321e554969-1","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000,"sortingWeight":0,"wearable":0}]},"repliedAuthorId":0,"objectId":601583621662064,"objectIdStr":"601583621662064","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"不是娘们儿了，是奶奶。","text":"不是娘们儿了，是奶奶。","html":"不是娘们儿了，是奶奶。","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/601583621662064"}
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