重新看好芯片？木头姐大举加仓“台积电”，规模创近一年之最_老虎社区_美港股上老虎

重新看好芯片？木头姐大举加仓“台积电”，规模创近一年之最

华尔街见闻2025-05-20

“木头姐”旗下基金周一买入近20万份台积电ADR，购买规模创下去年6月18日以来最大，这也是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。态度大反转！“木头姐”大举买入台积电。5月20日，据报道，“木头姐”Cathie Wood近一年来首次大规模买入台积电。这是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。数据显示，“木头姐”旗下的旗舰基金Ark ...

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peter ma
·2025-05-20
新闻一出，又到出货时间
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后知后觉发现
·2025-05-20
rxrx被她抛弃了？
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ABEL123
·2025-05-20
著名反指买入要完了
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ETF买入了74,189份ADR。报道指出，虽然Ark的基金在今年2月也曾购买过台积电，但本次购买规模创下去年6月18日以来最大，相当于截至3月底Ark资产管理公司所持台积电股份的87%。关税缓和、行业前景看好从消息面来看，“木头姐”此次增持背后正值中美关税降幅远超预期，市场情绪大大改善。此外，特朗普与中东三国签署的一系列人工智能协议，也有利于台积电的业务前景，因为其实英伟达的重要供应商。从市场走势来看，“木头姐”的这一转变似乎已得到市场验证。从今年1月峰值到4月低位，台积电最多跌去37%，目前已经扳回一半以上的跌幅。分析师预测，未来12个月台积电股价还有约11%的上涨空间。台积电5月9日公布的业绩报告显示，4月销售额3495.7亿元新台币，环比增加22.2％，同比增长48.1%，远超分析师预期的38%，较上个月46.5%的同比增速有所加快。华尔街见闻此前提及，Meta和微软两家公司的资本支出显示出对AI产品的需求依旧旺盛，印证了该公司的光明前景，摩根士丹利对台积电股票评级为增持。据介绍，虽然“木头姐”以对颠覆性技术的激进押注而广为人知，但她的旗舰基金近年来表现不佳。尽管在截至2024年的两年间上涨了82%，但ARK Innovation ETF仍较其峰值下跌约63%，并在过去五年的大部分时间里表现落后于纳斯达克综合指数。分析认为，此次大规模买入台积电，可能是“木头姐”试图通过押注AI供应链核心企业，在当前市场环境下重振基金业绩的战略举措。在“木头姐”被曝出大举买入台积电之前，日前公布的13F报告显示，华尔街大佬一季度也买入了台积电。其中：华尔街传奇投资者、有“史上最伟大的赚钱机器”之称的斯坦利·德鲁肯米勒（Stanley Druckenmiller）一季度大幅增持了台积电的股票，增加了49.13万股，使总持股量达到59.88万股，增幅高达456.93%。段永平管理的HH&H International 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15:20","market":"us","language":"zh","title":"重新看好芯片？木头姐大举加仓“台积电”，规模创近一年之最","url":"https://stock-news.laohu8.com/highlight/detail?id=2536660918","media":"华尔街见闻","summary":"“木头姐”旗下基金周一买入近20万份台积电ADR，购买规模创下去年6月18日以来最大，这也是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。","content":"<html><head></head><body><blockquote><p>“木头姐”旗下基金周一买入近20万份台积电ADR，购买规模创下去年6月18日以来最大，这也是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。</p></blockquote><p style=\"text-align: left;\">态度大反转！“木头姐”大举买入台积电。</p><p style=\"text-align: left;\">5月20日，据报道，“木头姐”Cathie Wood近一年来首次大规模买入台积电。<strong>这是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。</strong></p><p style=\"text-align: left;\">数据显示，“木头姐”旗下的旗舰基金Ark Innovation ETF周一（5月19日）购买了123,587份台积电美国存托凭证(ADR)，同时Ark Next Generation Internet ETF买入了74,189份ADR。</p><p style=\"text-align: left;\">报道指出，虽然Ark的基金在今年2月也曾购买过台积电，但本次<strong>购买规模创下去年6月18日以来最大</strong>，相当于截至3月底Ark资产管理公司所持台积电股份的87%。</p><h2 id=\"id_198392582\" style=\"text-align: left;\">关税缓和、行业前景看好</h2><p style=\"text-align: left;\">从消息面来看，“木头姐”此次增持背后正值中美关税降幅远超预期，市场情绪大大改善。此外，特朗普与中东三国签署的一系列人工智能协议，也有利于台积电的业务前景，因为其实英伟达的重要供应商。</p><p style=\"text-align: left;\">从市场走势来看，“木头姐”的这一转变似乎已得到市场验证。从今年1月峰值到4月低位，台积电最多跌去37%，目前已经扳回一半以上的跌幅。分析师预测，未来12个月台积电股价还有约11%的上涨空间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32a4d8ca578cbd8b6dc1aeaafd75d0df\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: left;\">台积电5月9日公布的业绩报告显示，4月销售额3495.7亿元新台币，环比增加22.2％，同比增长48.1%，远超分析师预期的38%，较上个月46.5%的同比增速有所加快。</p><p style=\"text-align: left;\">华尔街见闻此前提及，Meta和微软两家公司的资本支出显示出对AI产品的需求依旧旺盛，印证了该公司的光明前景，摩根士丹利对台积电股票评级为增持。</p><p style=\"text-align: left;\">据介绍，虽然“木头姐”以对颠覆性技术的激进押注而广为人知，但她的旗舰基金近年来表现不佳。</p><p style=\"text-align: left;\">尽管在截至2024年的两年间上涨了82%，但ARK Innovation ETF仍较其峰值下跌约63%，并在过去五年的大部分时间里表现落后于纳斯达克综合指数。</p><p style=\"text-align: left;\">分析认为，此次大规模买入台积电，可能是“木头姐”试图通过押注AI供应链核心企业，在当前市场环境下重振基金业绩的战略举措。</p><p style=\"text-align: left;\">在“木头姐”被曝出大举买入台积电之前，日前公布的13F报告显示，华尔街大佬一季度也买入了台积电。其中：</p><blockquote><p style=\"text-align: left;\">华尔街传奇投资者、有“史上最伟大的赚钱机器”之称的斯坦利·德鲁肯米勒（Stanley Druckenmiller）一季度大幅增持了台积电的股票，增加了49.13万股，使总持股量达到59.88万股，增幅高达456.93%。</p><p style=\"text-align: left;\">段永平管理的HH&amp;H International Investment一季度新建仓台积电，买入27.18万股，持仓市值4511.7万美元，占比为0.38%。</p></blockquote></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>重新看好芯片？木头姐大举加仓“台积电”，规模创近一年之最</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重新看好芯片？木头姐大举加仓“台积电”，规模创近一年之最\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-20 15:20 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3747439><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“木头姐”旗下基金周一买入近20万份台积电ADR，购买规模创下去年6月18日以来最大，这也是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。态度大反转！“木头姐”大举买入台积电。5月20日，据报道，“木头姐”Cathie Wood近一年来首次大规模买入台积电。这是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。数据显示，“木头姐”旗下的旗舰基金Ark ...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3747439\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","BK4588":"碎股","BK4605":"半导体精选","BK4548":"巴美列捷福持仓","LU0878004406.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) INC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0882747503.HKD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (HKD) INC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) 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INC"},"source_url":"https://wallstreetcn.com/articles/3747439","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2536660918","content_text":"“木头姐”旗下基金周一买入近20万份台积电ADR，购买规模创下去年6月18日以来最大，这也是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。态度大反转！“木头姐”大举买入台积电。5月20日，据报道，“木头姐”Cathie Wood近一年来首次大规模买入台积电。这是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。数据显示，“木头姐”旗下的旗舰基金Ark Innovation ETF周一（5月19日）购买了123,587份台积电美国存托凭证(ADR)，同时Ark Next Generation Internet ETF买入了74,189份ADR。报道指出，虽然Ark的基金在今年2月也曾购买过台积电，但本次购买规模创下去年6月18日以来最大，相当于截至3月底Ark资产管理公司所持台积电股份的87%。关税缓和、行业前景看好从消息面来看，“木头姐”此次增持背后正值中美关税降幅远超预期，市场情绪大大改善。此外，特朗普与中东三国签署的一系列人工智能协议，也有利于台积电的业务前景，因为其实英伟达的重要供应商。从市场走势来看，“木头姐”的这一转变似乎已得到市场验证。从今年1月峰值到4月低位，台积电最多跌去37%，目前已经扳回一半以上的跌幅。分析师预测，未来12个月台积电股价还有约11%的上涨空间。台积电5月9日公布的业绩报告显示，4月销售额3495.7亿元新台币，环比增加22.2％，同比增长48.1%，远超分析师预期的38%，较上个月46.5%的同比增速有所加快。华尔街见闻此前提及，Meta和微软两家公司的资本支出显示出对AI产品的需求依旧旺盛，印证了该公司的光明前景，摩根士丹利对台积电股票评级为增持。据介绍，虽然“木头姐”以对颠覆性技术的激进押注而广为人知，但她的旗舰基金近年来表现不佳。尽管在截至2024年的两年间上涨了82%，但ARK Innovation ETF仍较其峰值下跌约63%，并在过去五年的大部分时间里表现落后于纳斯达克综合指数。分析认为，此次大规模买入台积电，可能是“木头姐”试图通过押注AI供应链核心企业，在当前市场环境下重振基金业绩的战略举措。在“木头姐”被曝出大举买入台积电之前，日前公布的13F报告显示，华尔街大佬一季度也买入了台积电。其中：华尔街传奇投资者、有“史上最伟大的赚钱机器”之称的斯坦利·德鲁肯米勒（Stanley Druckenmiller）一季度大幅增持了台积电的股票，增加了49.13万股，使总持股量达到59.88万股，增幅高达456.93%。段永平管理的HH&H International Investment一季度新建仓台积电，买入27.18万股，持仓市值4511.7万美元，占比为0.38%。","news_type":1,"symbols_score_info":{"TSM":1.1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":437112312726384,"gmtCreate":1747729520799,"gmtModify":1747729522566,"author":{"id":"4199084790122042","authorId":"4199084790122042","name":"后知后觉发现","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"4199084790122042","idStr":"4199084790122042"},"htmlText":"rxrx被她抛弃了？","listText":"rxrx被她抛弃了？","text":"rxrx被她抛弃了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437112312726384","repostId":2536660918,"repostType":4,"repost":{"id":"2536660918","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1747725600,"share":"https://www.laohu8.com/m/news/2536660918?lang=zh_CN&edition=full","pubTime":"2025-05-20 15:20","market":"us","language":"zh","title":"重新看好芯片？木头姐大举加仓“台积电”，规模创近一年之最","url":"https://stock-news.laohu8.com/highlight/detail?id=2536660918","media":"华尔街见闻","summary":"“木头姐”旗下基金周一买入近20万份台积电ADR，购买规模创下去年6月18日以来最大，这也是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。","content":"<html><head></head><body><blockquote><p>“木头姐”旗下基金周一买入近20万份台积电ADR，购买规模创下去年6月18日以来最大，这也是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。</p></blockquote><p style=\"text-align: left;\">态度大反转！“木头姐”大举买入台积电。</p><p style=\"text-align: left;\">5月20日，据报道，“木头姐”Cathie Wood近一年来首次大规模买入台积电。<strong>这是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。</strong></p><p style=\"text-align: left;\">数据显示，“木头姐”旗下的旗舰基金Ark Innovation ETF周一（5月19日）购买了123,587份台积电美国存托凭证(ADR)，同时Ark Next Generation Internet ETF买入了74,189份ADR。</p><p style=\"text-align: left;\">报道指出，虽然Ark的基金在今年2月也曾购买过台积电，但本次<strong>购买规模创下去年6月18日以来最大</strong>，相当于截至3月底Ark资产管理公司所持台积电股份的87%。</p><h2 id=\"id_198392582\" style=\"text-align: left;\">关税缓和、行业前景看好</h2><p style=\"text-align: left;\">从消息面来看，“木头姐”此次增持背后正值中美关税降幅远超预期，市场情绪大大改善。此外，特朗普与中东三国签署的一系列人工智能协议，也有利于台积电的业务前景，因为其实英伟达的重要供应商。</p><p style=\"text-align: left;\">从市场走势来看，“木头姐”的这一转变似乎已得到市场验证。从今年1月峰值到4月低位，台积电最多跌去37%，目前已经扳回一半以上的跌幅。分析师预测，未来12个月台积电股价还有约11%的上涨空间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32a4d8ca578cbd8b6dc1aeaafd75d0df\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: left;\">台积电5月9日公布的业绩报告显示，4月销售额3495.7亿元新台币，环比增加22.2％，同比增长48.1%，远超分析师预期的38%，较上个月46.5%的同比增速有所加快。</p><p style=\"text-align: left;\">华尔街见闻此前提及，Meta和微软两家公司的资本支出显示出对AI产品的需求依旧旺盛，印证了该公司的光明前景，摩根士丹利对台积电股票评级为增持。</p><p style=\"text-align: left;\">据介绍，虽然“木头姐”以对颠覆性技术的激进押注而广为人知，但她的旗舰基金近年来表现不佳。</p><p style=\"text-align: left;\">尽管在截至2024年的两年间上涨了82%，但ARK Innovation ETF仍较其峰值下跌约63%，并在过去五年的大部分时间里表现落后于纳斯达克综合指数。</p><p style=\"text-align: left;\">分析认为，此次大规模买入台积电，可能是“木头姐”试图通过押注AI供应链核心企业，在当前市场环境下重振基金业绩的战略举措。</p><p style=\"text-align: left;\">在“木头姐”被曝出大举买入台积电之前，日前公布的13F报告显示，华尔街大佬一季度也买入了台积电。其中：</p><blockquote><p style=\"text-align: left;\">华尔街传奇投资者、有“史上最伟大的赚钱机器”之称的斯坦利·德鲁肯米勒（Stanley Druckenmiller）一季度大幅增持了台积电的股票，增加了49.13万股，使总持股量达到59.88万股，增幅高达456.93%。</p><p style=\"text-align: left;\">段永平管理的HH&amp;H International Investment一季度新建仓台积电，买入27.18万股，持仓市值4511.7万美元，占比为0.38%。</p></blockquote></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>重新看好芯片？木头姐大举加仓“台积电”，规模创近一年之最</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重新看好芯片？木头姐大举加仓“台积电”，规模创近一年之最\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-20 15:20 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3747439><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“木头姐”旗下基金周一买入近20万份台积电ADR，购买规模创下去年6月18日以来最大，这也是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。态度大反转！“木头姐”大举买入台积电。5月20日，据报道，“木头姐”Cathie Wood近一年来首次大规模买入台积电。这是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。数据显示，“木头姐”旗下的旗舰基金Ark ...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3747439\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","BK4588":"碎股","BK4605":"半导体精选","BK4548":"巴美列捷福持仓","LU0878004406.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) INC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0882747503.HKD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (HKD) INC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) 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INC"},"source_url":"https://wallstreetcn.com/articles/3747439","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2536660918","content_text":"“木头姐”旗下基金周一买入近20万份台积电ADR，购买规模创下去年6月18日以来最大，这也是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。态度大反转！“木头姐”大举买入台积电。5月20日，据报道，“木头姐”Cathie Wood近一年来首次大规模买入台积电。这是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。数据显示，“木头姐”旗下的旗舰基金Ark Innovation ETF周一（5月19日）购买了123,587份台积电美国存托凭证(ADR)，同时Ark Next Generation Internet ETF买入了74,189份ADR。报道指出，虽然Ark的基金在今年2月也曾购买过台积电，但本次购买规模创下去年6月18日以来最大，相当于截至3月底Ark资产管理公司所持台积电股份的87%。关税缓和、行业前景看好从消息面来看，“木头姐”此次增持背后正值中美关税降幅远超预期，市场情绪大大改善。此外，特朗普与中东三国签署的一系列人工智能协议，也有利于台积电的业务前景，因为其实英伟达的重要供应商。从市场走势来看，“木头姐”的这一转变似乎已得到市场验证。从今年1月峰值到4月低位，台积电最多跌去37%，目前已经扳回一半以上的跌幅。分析师预测，未来12个月台积电股价还有约11%的上涨空间。台积电5月9日公布的业绩报告显示，4月销售额3495.7亿元新台币，环比增加22.2％，同比增长48.1%，远超分析师预期的38%，较上个月46.5%的同比增速有所加快。华尔街见闻此前提及，Meta和微软两家公司的资本支出显示出对AI产品的需求依旧旺盛，印证了该公司的光明前景，摩根士丹利对台积电股票评级为增持。据介绍，虽然“木头姐”以对颠覆性技术的激进押注而广为人知，但她的旗舰基金近年来表现不佳。尽管在截至2024年的两年间上涨了82%，但ARK Innovation ETF仍较其峰值下跌约63%，并在过去五年的大部分时间里表现落后于纳斯达克综合指数。分析认为，此次大规模买入台积电，可能是“木头姐”试图通过押注AI供应链核心企业，在当前市场环境下重振基金业绩的战略举措。在“木头姐”被曝出大举买入台积电之前，日前公布的13F报告显示，华尔街大佬一季度也买入了台积电。其中：华尔街传奇投资者、有“史上最伟大的赚钱机器”之称的斯坦利·德鲁肯米勒（Stanley Druckenmiller）一季度大幅增持了台积电的股票，增加了49.13万股，使总持股量达到59.88万股，增幅高达456.93%。段永平管理的HH&H International Investment一季度新建仓台积电，买入27.18万股，持仓市值4511.7万美元，占比为0.38%。","news_type":1,"symbols_score_info":{"TSM":1.1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":437100210782376,"gmtCreate":1747726875493,"gmtModify":1747726877422,"author":{"id":"3580939278756579","authorId":"3580939278756579","name":"ABEL123","avatar":"https://static.tigerbbs.com/17775ab37c290d5f0f84eeb85e9496eb","vip":1,"crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3580939278756579","idStr":"3580939278756579"},"htmlText":"著名反指买入 要完了","listText":"著名反指买入 要完了","text":"著名反指买入 要完了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437100210782376","repostId":2536660918,"repostType":2,"repost":{"id":"2536660918","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1747725600,"share":"https://www.laohu8.com/m/news/2536660918?lang=zh_CN&edition=full","pubTime":"2025-05-20 15:20","market":"us","language":"zh","title":"重新看好芯片？木头姐大举加仓“台积电”，规模创近一年之最","url":"https://stock-news.laohu8.com/highlight/detail?id=2536660918","media":"华尔街见闻","summary":"“木头姐”旗下基金周一买入近20万份台积电ADR，购买规模创下去年6月18日以来最大，这也是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。","content":"<html><head></head><body><blockquote><p>“木头姐”旗下基金周一买入近20万份台积电ADR，购买规模创下去年6月18日以来最大，这也是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。</p></blockquote><p style=\"text-align: left;\">态度大反转！“木头姐”大举买入台积电。</p><p style=\"text-align: left;\">5月20日，据报道，“木头姐”Cathie Wood近一年来首次大规模买入台积电。<strong>这是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。</strong></p><p style=\"text-align: left;\">数据显示，“木头姐”旗下的旗舰基金Ark Innovation ETF周一（5月19日）购买了123,587份台积电美国存托凭证(ADR)，同时Ark Next Generation Internet ETF买入了74,189份ADR。</p><p style=\"text-align: left;\">报道指出，虽然Ark的基金在今年2月也曾购买过台积电，但本次<strong>购买规模创下去年6月18日以来最大</strong>，相当于截至3月底Ark资产管理公司所持台积电股份的87%。</p><h2 id=\"id_198392582\" style=\"text-align: left;\">关税缓和、行业前景看好</h2><p style=\"text-align: left;\">从消息面来看，“木头姐”此次增持背后正值中美关税降幅远超预期，市场情绪大大改善。此外，特朗普与中东三国签署的一系列人工智能协议，也有利于台积电的业务前景，因为其实英伟达的重要供应商。</p><p style=\"text-align: left;\">从市场走势来看，“木头姐”的这一转变似乎已得到市场验证。从今年1月峰值到4月低位，台积电最多跌去37%，目前已经扳回一半以上的跌幅。分析师预测，未来12个月台积电股价还有约11%的上涨空间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32a4d8ca578cbd8b6dc1aeaafd75d0df\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: left;\">台积电5月9日公布的业绩报告显示，4月销售额3495.7亿元新台币，环比增加22.2％，同比增长48.1%，远超分析师预期的38%，较上个月46.5%的同比增速有所加快。</p><p style=\"text-align: left;\">华尔街见闻此前提及，Meta和微软两家公司的资本支出显示出对AI产品的需求依旧旺盛，印证了该公司的光明前景，摩根士丹利对台积电股票评级为增持。</p><p style=\"text-align: left;\">据介绍，虽然“木头姐”以对颠覆性技术的激进押注而广为人知，但她的旗舰基金近年来表现不佳。</p><p style=\"text-align: left;\">尽管在截至2024年的两年间上涨了82%，但ARK Innovation ETF仍较其峰值下跌约63%，并在过去五年的大部分时间里表现落后于纳斯达克综合指数。</p><p style=\"text-align: left;\">分析认为，此次大规模买入台积电，可能是“木头姐”试图通过押注AI供应链核心企业，在当前市场环境下重振基金业绩的战略举措。</p><p style=\"text-align: left;\">在“木头姐”被曝出大举买入台积电之前，日前公布的13F报告显示，华尔街大佬一季度也买入了台积电。其中：</p><blockquote><p style=\"text-align: left;\">华尔街传奇投资者、有“史上最伟大的赚钱机器”之称的斯坦利·德鲁肯米勒（Stanley Druckenmiller）一季度大幅增持了台积电的股票，增加了49.13万股，使总持股量达到59.88万股，增幅高达456.93%。</p><p style=\"text-align: left;\">段永平管理的HH&amp;H International Investment一季度新建仓台积电，买入27.18万股，持仓市值4511.7万美元，占比为0.38%。</p></blockquote></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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重新看好芯片？木头姐大举加仓“台积电”，规模创近一年之最\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-20 15:20 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3747439><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“木头姐”旗下基金周一买入近20万份台积电ADR，购买规模创下去年6月18日以来最大，这也是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。态度大反转！“木头姐”大举买入台积电。5月20日，据报道，“木头姐”Cathie Wood近一年来首次大规模买入台积电。这是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。数据显示，“木头姐”旗下的旗舰基金Ark ...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3747439\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","BK4588":"碎股","BK4605":"半导体精选","BK4548":"巴美列捷福持仓","LU0878004406.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) INC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0882747503.HKD":"UBS (LUX) KEY SELEC ASIA 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ETF买入了74,189份ADR。报道指出，虽然Ark的基金在今年2月也曾购买过台积电，但本次购买规模创下去年6月18日以来最大，相当于截至3月底Ark资产管理公司所持台积电股份的87%。关税缓和、行业前景看好从消息面来看，“木头姐”此次增持背后正值中美关税降幅远超预期，市场情绪大大改善。此外，特朗普与中东三国签署的一系列人工智能协议，也有利于台积电的业务前景，因为其实英伟达的重要供应商。从市场走势来看，“木头姐”的这一转变似乎已得到市场验证。从今年1月峰值到4月低位，台积电最多跌去37%，目前已经扳回一半以上的跌幅。分析师预测，未来12个月台积电股价还有约11%的上涨空间。台积电5月9日公布的业绩报告显示，4月销售额3495.7亿元新台币，环比增加22.2％，同比增长48.1%，远超分析师预期的38%，较上个月46.5%的同比增速有所加快。华尔街见闻此前提及，Meta和微软两家公司的资本支出显示出对AI产品的需求依旧旺盛，印证了该公司的光明前景，摩根士丹利对台积电股票评级为增持。据介绍，虽然“木头姐”以对颠覆性技术的激进押注而广为人知，但她的旗舰基金近年来表现不佳。尽管在截至2024年的两年间上涨了82%，但ARK Innovation ETF仍较其峰值下跌约63%，并在过去五年的大部分时间里表现落后于纳斯达克综合指数。分析认为，此次大规模买入台积电，可能是“木头姐”试图通过押注AI供应链核心企业，在当前市场环境下重振基金业绩的战略举措。在“木头姐”被曝出大举买入台积电之前，日前公布的13F报告显示，华尔街大佬一季度也买入了台积电。其中：华尔街传奇投资者、有“史上最伟大的赚钱机器”之称的斯坦利·德鲁肯米勒（Stanley Druckenmiller）一季度大幅增持了台积电的股票，增加了49.13万股，使总持股量达到59.88万股，增幅高达456.93%。段永平管理的HH&H International Investment一季度新建仓台积电，买入27.18万股，持仓市值4511.7万美元，占比为0.38%。","news_type":1,"symbols_score_info":{"TSM":1.1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":3,"commentSize":3,"repostSize":1,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}