龙腾虎乐
11-04
现在的木头姐已经失去光环了
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她 爱买啥买啥吧
“木头姐”重返Palantir,斥资1120万美元加仓,同时减持CrowdStrike及谷歌
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<a href=\"https://laohu8.com/S/ARKQ\">ARK Autonomous Technology & Robotics ETF</a>买入10,309股; <a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a>买入9,613股; <a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>买入4,291股;<a href=\"https://laohu8.com/S/ARKX\">ARK Space Exploration & Innovation ETF</a>买入4,079股。</p><p style=\"text-align: left;\">值得注意的是,此次买入发生在方舟10月连续减持Palantir之后。10月19日至21日,方舟曾连续三个交易日合计卖出49,333股,按各交易日收盘价估算,减持金额约960万美元。</p><p style=\"text-align: left;\">业绩方面,Palantir最新季度营收首次突破20亿美元,但收入强劲增长与订单增速放缓形成反差,令华尔街对其后续增长前景出现分歧。</p><h2 style=\"text-align: left;\">减持CrowdStrike及谷歌,AI投资回报仍受关注</h2><p style=\"text-align: left;\">在加仓Palantir的同时,方舟通过ARKF卖出6,901股CrowdStrike股票,按周二244.68美元的收盘价计算,减持金额约170万美元。</p><p style=\"text-align: left;\">CrowdStrike近期受到市场关注,主要源于AI智能体安全防护带来的潜在增长机会。有分析师认为,AI业务为公司带来的市场空间可能超过华尔街当前预期。</p><p style=\"text-align: left;\">此外,方舟通过ARKQ卖出12,530股谷歌C类股,按278.27美元的收盘价计算,减持金额约350万美元。</p><p style=\"text-align: left;\">此前,谷歌母公司Alphabet于10月29日遭遇史上最大单日市值蒸发,市值缩水约5110亿美元。公司第三季度营收1276亿美元、每股盈利2.12美元,均逊于华尔街预期,尽管谷歌云收入同比翻倍至307亿美元,仍未能抵消市场对资本开支的担忧。</p><p style=\"text-align: left;\">Alphabet当季资本开支同比增长逾一倍至514亿美元,推动自由现金流连续第二个季度录得负值,达到负91亿美元。公司同时警告,2027年支出将进一步显著增加,令投资者持续关注AI投资回报及现金流压力。</p><h2 style=\"text-align: left;\">同步增持Shopify、Circle及核能股</h2><p style=\"text-align: left;\">除Palantir外,方舟周二还买入多只科技、生物科技及能源相关股票。</p><p style=\"text-align: left;\">其中,旗下ARKF、ARKK及ARKW合计买入88,013股Shopify;ARKG买入600,709股 <a href=\"https://laohu8.com/S/CMPS\">COMPASS Pathways plc</a>;ARKG及ARKK合计买入254,453股 <a href=\"https://laohu8.com/S/PACB\">Pacific Biosciences of Californi</a>。</p><p style=\"text-align: left;\">此外,ARKQ买入24,117股铀矿企业 <a href=\"https://laohu8.com/S/CCJ\">Cameco Corp</a>,ARKF、ARKK及ARKW合计买入12,835股稳定币发行商Circle。</p><p style=\"text-align: left;\">减持方面,方舟还卖出37,754股Bullish、435,977股 <a href=\"https://laohu8.com/S/PSNL\">Personalis</a>及47,311股 <a href=\"https://laohu8.com/S/TOST\">Toast, Inc.</a>。</p></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>“木头姐”重返Palantir,斥资1120万美元加仓,同时减持CrowdStrike及谷歌</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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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”重返Palantir,斥资1120万美元加仓,同时减持CrowdStrike及谷歌\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\">2026-11-04 19:15</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;\">“木头姐”Cathie Wood旗下方舟投资(Ark Invest)最新交易数据显示,周二(11月3日),方舟旗下5只ETF合计买入约1120万美元的 <a href=\"https://laohu8.com/S/PLTR\">Palantir</a>股票,同时减持约170万美元的网络安全公司 <a href=\"https://laohu8.com/S/CRWD\">CrowdStrike Holdings, Inc.</a>股票。此外,方舟还卖出约350万美元的 <a href=\"https://laohu8.com/S/GOOG\">谷歌</a>类股,并增持 <a href=\"https://laohu8.com/S/SHOP\">Shopify Inc</a>、 <a href=\"https://laohu8.com/S/CRCL\">Circle Internet Corp.</a>等多只股票。</p><h2 style=\"text-align: left;\">斥资1120万美元买入Palantir,结束此前连续减持</h2><p style=\"text-align: left;\">方舟投资周二通过旗下5只ETF合计买入63,638股Palantir股票,按当日175.40美元的收盘价计算,交易金额约1120万美元。</p><p style=\"text-align: left;\">具体来看,<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>买入35,346股,为此次加仓主力; <a href=\"https://laohu8.com/S/ARKQ\">ARK Autonomous Technology & Robotics ETF</a>买入10,309股; <a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a>买入9,613股; <a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>买入4,291股;<a href=\"https://laohu8.com/S/ARKX\">ARK Space Exploration & Innovation ETF</a>买入4,079股。</p><p style=\"text-align: left;\">值得注意的是,此次买入发生在方舟10月连续减持Palantir之后。10月19日至21日,方舟曾连续三个交易日合计卖出49,333股,按各交易日收盘价估算,减持金额约960万美元。</p><p style=\"text-align: left;\">业绩方面,Palantir最新季度营收首次突破20亿美元,但收入强劲增长与订单增速放缓形成反差,令华尔街对其后续增长前景出现分歧。</p><h2 style=\"text-align: left;\">减持CrowdStrike及谷歌,AI投资回报仍受关注</h2><p style=\"text-align: left;\">在加仓Palantir的同时,方舟通过ARKF卖出6,901股CrowdStrike股票,按周二244.68美元的收盘价计算,减持金额约170万美元。</p><p style=\"text-align: left;\">CrowdStrike近期受到市场关注,主要源于AI智能体安全防护带来的潜在增长机会。有分析师认为,AI业务为公司带来的市场空间可能超过华尔街当前预期。</p><p style=\"text-align: left;\">此外,方舟通过ARKQ卖出12,530股谷歌C类股,按278.27美元的收盘价计算,减持金额约350万美元。</p><p style=\"text-align: left;\">此前,谷歌母公司Alphabet于10月29日遭遇史上最大单日市值蒸发,市值缩水约5110亿美元。公司第三季度营收1276亿美元、每股盈利2.12美元,均逊于华尔街预期,尽管谷歌云收入同比翻倍至307亿美元,仍未能抵消市场对资本开支的担忧。</p><p style=\"text-align: left;\">Alphabet当季资本开支同比增长逾一倍至514亿美元,推动自由现金流连续第二个季度录得负值,达到负91亿美元。公司同时警告,2027年支出将进一步显著增加,令投资者持续关注AI投资回报及现金流压力。</p><h2 style=\"text-align: left;\">同步增持Shopify、Circle及核能股</h2><p style=\"text-align: left;\">除Palantir外,方舟周二还买入多只科技、生物科技及能源相关股票。</p><p style=\"text-align: left;\">其中,旗下ARKF、ARKK及ARKW合计买入88,013股Shopify;ARKG买入600,709股 <a href=\"https://laohu8.com/S/CMPS\">COMPASS Pathways plc</a>;ARKG及ARKK合计买入254,453股 <a href=\"https://laohu8.com/S/PACB\">Pacific Biosciences of Californi</a>。</p><p style=\"text-align: left;\">此外,ARKQ买入24,117股铀矿企业 <a href=\"https://laohu8.com/S/CCJ\">Cameco Corp</a>,ARKF、ARKK及ARKW合计买入12,835股稳定币发行商Circle。</p><p style=\"text-align: left;\">减持方面,方舟还卖出37,754股Bullish、435,977股 <a href=\"https://laohu8.com/S/PSNL\">Personalis</a>及47,311股 <a href=\"https://laohu8.com/S/TOST\">Toast, 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":{"ARKK":"ARK Innovation ETF","PLTA":"ProShares Ultra PLTR ETF","GOOG":"谷歌","PLYY":"GraniteShares YieldBOOST PLTR ETF","PLOO":"2倍上限加速PLTR ETF-Leverage Shares","ARKQ":"ARK Autonomous Technology & Robotics ETF","PLTD":"1倍做空PLTR ETF-Direxion","PACB":"Pacific Biosciences of Californi","SHOP":"Shopify Inc","CCJ":"Cameco Corp","PLTG":"2倍做多PLTR ETF-Leverage Shares","ARKW":"ARK Next Generation Internet ETF","PTIR":"2倍做多PLTR ETF-GraniteShares","PLTL":"2倍做多PLTR ETF-Corgi","SHPD":"Direxion Daily SHOP Bear 1X ETF","CRCL":"Circle Internet Corp.","CRCO":"YIELDMAX CRCL OPTION INCOME STRATEGY ETF","ARKX":"ARK Space Exploration & Innovation ETF","CCUP":"T-REX 2x Long CRCL Daily Target ETF","CRWC":"Corgi CRWD 2x Daily ETF","PLTR":"Palantir","PSNL":"Personalis","ICRC":"Bitwise CRCL Option Income Strategy ETF","PLTU":"2倍做多PLTR ETF-Direxion","CIR":"2倍做多CRCL ETF-Corgi","SHPU":"2倍做多SHOP ETF-Direxion","CMPS":"COMPASS Pathways plc","PLTW":"PLTR周配息ETF-Roundhill","CRWL":"2倍做多CRWD ETF-GraniteShares","CRCA":"Proshares Ultra CRCL","PLTI":"REX PLTR Growth & Income ETF","PLTY":"PLTR期权收益策略ETF-YieldMax","CRWD":"CrowdStrike Holdings, Inc.","ARKF":"ARK Fintech Innovation ETF","CRCD":"T-REX 2X Inverse CRCLDaily Target ETF","GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","PLTZ":"2倍做空PLTR ETF-Defiance","CRCG":"2倍做多CRCL ETF-Leverage Shares","TOST":"Toast, Inc.","GOOX":"2倍做多GOOG ETF-T-REX"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183185765","content_text":"“木头姐”Cathie Wood旗下方舟投资(Ark Invest)最新交易数据显示,周二(11月3日),方舟旗下5只ETF合计买入约1120万美元的 Palantir股票,同时减持约170万美元的网络安全公司 CrowdStrike Holdings, Inc.股票。此外,方舟还卖出约350万美元的 谷歌类股,并增持 Shopify Inc、 Circle Internet Corp.等多只股票。斥资1120万美元买入Palantir,结束此前连续减持方舟投资周二通过旗下5只ETF合计买入63,638股Palantir股票,按当日175.40美元的收盘价计算,交易金额约1120万美元。具体来看,ARK Innovation ETF买入35,346股,为此次加仓主力; 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