方舟投资减持1170万美元超威半导体股票持续调整科技股仓位_老虎社区_美港股上老虎

方舟投资减持1170万美元超威半导体股票持续调整科技股仓位

环球市场播报07-20

知名投资人凯茜·伍德（Cathie Wood，“木头姐”）旗下的方舟投资管理公司（ARK Invest）日前继续调整资产配置，通过旗下多支交易所交易基金（ETF）减持了价值约1170万美元的超威半导体公司（AMD）股票。在芯片板块波动加剧的背景下，方舟投资正加速缩减部分硬件半导体持仓，并将资金重新配置至其他科技领域。　　公开交易数据显示，方舟投资本次抛售涉及旗下多支核心基金，单日共计减持...

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·07-20
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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方舟投资减持1170万美元超威半导体股票 持续调整科技股仓位\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-20 14:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-07-20/doc-iniimuye9739627.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>知名投资人凯茜·伍德（Cathie Wood，“木头姐”）旗下的方舟投资管理公司（ARK Invest）日前继续调整资产配置，通过旗下多支交易所交易基金（ETF）减持了价值约1170万美元的超威半导体公司（AMD）股票。在芯片板块波动加剧的背景下，方舟投资正加速缩减部分硬件半导体持仓，并将资金重新配置至其他科技领域。\n　　公开交易数据显示，方舟投资本次抛售涉及旗下多支核心基金，单日共计减持超威...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-07-20/doc-iniimuye9739627.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4554":"元宇宙及AR概念","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","WISE":"THEMES GENERATIVE ARTIFICIAL INTELLIGENCE ETF","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU0174119429.USD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"A\" ACC","LU2462591350.SGD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU2355687059.USD":"NORDEA 1 GLOBAL IMPACT  \"BP\" (USD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","ARTY":"ISHARES FUTURE AI & TECH ETF","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","BK4588":"碎股","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","TRFK":"PACER DATA AND DIGITAL REVOLUTION ETF","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","SG9999001424.SGD":"United E-Commerce Fund SGD","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IETC":"iShares U.S. Tech Independence Focused ETF","SMH":"半导体指数ETF-HOLDRs","AMDD":"1倍做空AMD ETF-Direxion","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","FAI":"First Trust Bloomberg Artificial Intelligence ETF","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","AMDG":"2倍做多AMD ETF- Leverage Shares","BK4529":"IDC概念","BK4566":"资本集团","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","AMDL":"2倍做多AMD ETF-GraniteShares","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","DAMD":"2倍做空AMD ETF-Defiance","SGXZ81514606.USD":"大华环球创新基金A Acc USD","AMDS":"GRANITESHARES 1X SHORT AMD DAILY ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","SMHX":"VanEck Fabless Semiconductor ETF","BK4605":"半导体精选","AMDU":"Defiance Leveraged Long + Income AMD ETF","USXF":"iShares ESG Advanced MSCI USA ETF","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","ILDR":"First Trust Innovation Leaders ETF","BAI":"iShares A.I. 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Rowe Price Technology ETF","AMYY":"GraniteShares YieldBOOST AMD ETF","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-07-20/doc-iniimuye9739627.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2652726005","content_text":"知名投资人凯茜·伍德（Cathie Wood，“木头姐”）旗下的方舟投资管理公司（ARK Invest）日前继续调整资产配置，通过旗下多支交易所交易基金（ETF）减持了价值约1170万美元的超威半导体公司（AMD）股票。在芯片板块波动加剧的背景下，方舟投资正加速缩减部分硬件半导体持仓，并将资金重新配置至其他科技领域。\n　　公开交易数据显示，方舟投资本次抛售涉及旗下多支核心基金，单日共计减持超威半导体股票数万股，套现约1170万美元。此前数个交易日内，该机构已连续多轮下调对超威半导体的持仓比例。受市场资金轮动及行业预期调整等因素影响，超威半导体近期股价持续承压走低。\n　　市场分析指出，伍德团队的减持操作反映出其投资组合策略的显著转变。随着人工智能及半导体产业链估值进入分化阶段，方舟投资正逐步减少对部分高估值或短期盈利承压的芯片龙头企业的资金暴露，转而将资金投向商业航天、数字金融及软件服务等新兴增长领域。\n　　行业观察人士认为，作为华尔街科技股投资的代表性机构，方舟投资对半导体巨头持仓的连续下调，折射出机构投资者对芯片行业短期基本面与长期估值空间的分歧。在美股科技板块资金调仓换股加剧的背景下，此类头部机构的仓位调整或将进一步引发相关个股的短期市场波动。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：龙运翔","news_type":1,"symbols_score_info":{"CHPS":0.6,"USXF":0.6,"TRFK":0.6,"SOXX":0.6,"AMDG":0.6,"PSI":0.6,"AIQ":0.6,"AMDY":0.6,"AMD":1.95,"AMDS":0.6,"AMDU":0.6,"CHAT":0.6,"FAI":0.6,"IETC":0.6,"ILDR":0.6,"WISE":0.6,"QQQA":0.6,"FTXL":0.6,"AMDW":0.6,"TTEQ":0.6,"AMYY":0.6,"WUGI":0.6,"SMH":0.6,"SOXY":0.6,"DAMD":0.6,"AMDD":0.6,"TEK":0.6,"AIS":0.6,"CNAV":0.6,"AMUU":0.6,"SMHX":0.6,"LEGR":0.6,"ARTY":0.6,"BAI":0.6,"AMDL":0.6,"XNTK":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}