木头姐2026开局大动作：特斯拉依旧是"真爱"，但这些新宠正在崛起_老虎社区_美港股上老虎

木头姐2026开局大动作：特斯拉依旧是"真爱"，但这些新宠正在崛起

中文投资网01-06

新年伊始，木头姐Cathie Wood就开始了她标志性的频繁调仓。从最新披露的交易数据看，木头姐在2026年的投资思路似乎更加明确：在坚守核心信仰的同时，也在悄然布局一些"意外"标的。让我们通过ARK ETFs的持仓变动，解读这位颠覆性创新投资教母的新风向。一、新年开局：买了什么，卖了什么？1.核心加仓区：AI医疗与精准生物学Tempus AI (TEM)：这是开年以来ARK最亮眼的动作。木头姐...

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Wood就开始了她标志性的频繁调仓。从最新披露的交易数据看，木头姐在2026年的投资思路似乎更加明确：在坚守核心信仰的同时，也在悄然布局一些\"意外\"标的。让我们通过ARK ETFs的持仓变动，解读这位颠覆性创新投资教母的新风向。一、新年开局：买了什么，卖了什么？1.核心加仓区：AI医疗与精准生物学Tempus AI (TEM)：这是开年以来ARK最亮眼的动作。木头姐通过旗舰基金ARKK和ARKG连续多日大幅扫货。1月5日单日加仓金额超过1400万美元。Tempus AI作为利用人工智能进行精准医疗的领军者，其在ARK持仓中的排名已迅速攀升至第10位，反映了木头姐对“AI+生物医疗”这一交叉领域的极高信心。Twist Bioscience（TWST）：在ARKG与ARKK中均出现买入记录，虽然金额不算极大，但“多基金同步配置”本身就是强烈信号：ARK仍在坚守“下一代生命科学平台”，合成生物学依然是她心中最具潜力的技术之一。基因革命三剑客（BEAM/NTLA/PSNL）：木头姐持续在低位吸收Beam Therapeutics (BEAM)、Intellia Therapeutics (NTLA) 和Personalis (PSNL)。这些公司代表了新一代的基因修复和监测技术。2.核心减仓区：老牌成长股的“回款仓”Roku (ROKU) & Shopify (SHOP)：尽管这两家公司长期位居ARK前五大持仓，但开年以来木头姐却在密集抛售。1月5日，单日卖出ROKU约1240万美元，卖出SHOP约400万美元。Guardant Health (GH) & Ionis (IONS)：这两家属于传统的基因检测和RNA疗法公司。木头姐在增持Tempus AI的同时减持GH，体现了她在医疗赛道内部的“去旧迎新”，向更具AI赋能潜力的标的集中。Rocket Lab (RKLB)：航天赛道虽热门，但ARK在开年也出现了一定程度的仓位削减（ARKQ卖出约160万美元）。二交易背后的信号与逻辑木头姐开年以来的操作透露出三个强烈的信号：AI重心从“软件”转向“应用落地”：过去两年，市场热衷于炒作通用AI工具。而木头姐现在的操作表明，她认为AI真正的爆发点在于医疗垂直领域。Tempus AI的加仓说明她看好AI在攻克癌症、个性化用药方面的商业化落地。在高位止盈以换取流动性：Roku和Shopify作为ARK的老牌核心，虽然地位稳固，但在2025年已积累了一定涨幅。木头姐减持这些流动性较好的蓝筹成长股，显然是为了腾出资金，去抄底那些仍处于估值低位的“硬核科技”标的（如基因编辑）。对纯粹“空间技术”的谨慎：减持Rocket Lab可能意味着ARK在当前高利率环境下，对资本开支巨大且回报周期过长的重资产行业（如商业航天）进行了一定的风险控制。三当前十大重仓股：王者依旧，新贵崛起根据最新持仓数据（截至2026年1月5日），ARK ETFs的前十大持仓如下：特斯拉依然是无可撼动的定海神针（第一大仓位，接近9%），但Tempus AI的异军突起预示着它可能成为本年度ARK最大的黑马。对于普通投资者而言，紧跟ARK的操作并不意味着绝对盈利，但其对于AI赋能医疗这一方向的执着，确实为我们指明了2026年最具创新潜力的赛道之一。左右滑动查看更多","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":7,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}