投资界知名人士、“木头姐”凯茜·伍德近期对英伟达的抛售行为引发市场关注。伍德领导的方舟投资管理公司在人工智能领域的热度持续攀升、英伟达股价屡创新高的背景下，选择了逆市减持这家全球领先的芯片制造商的股票。根据最新交易记录，方舟基因组革命ETF（ARKG）在周一出售了2724股英伟达股票，交易价值约为215万美元。
面对外界对这一决策的疑问，伍德在社交媒体上回应称，方舟投资早在2014年以约5美元的价格购入英伟达，当时市场普遍将其定位为PC游戏芯片公司。如今，随着英伟达股价飙涨超过150倍，伍德表示，公司正在采取获利了结的策略，以实现投资收益的最大化。这一决定基于方舟投资的AI研究，表明伍德及其团队可能看到了未来市场的新趋势或潜在风险，因此选择调整投资组合。
英伟达作为人工智能和数据中心领域的关键玩家，其业绩表现一直备受瞩目。然而，伍德的抛售行动提醒投资者，即使对于表现强劲的公司，也需要适时评估投资回报，并考虑市场动态。这一举动可能会引发投资者对英伟达未来前景的重新评估，同时也反映了伍德的长期投资视角和对市场敏锐的洞察力。
英语如下：
News Title: “‘Wood姐’Cathie Wood Takes Profits Against the Trend: NVIDIA Gains 150 Times, Continues to Sell”
Keywords: Wood姐, NVIDIA, Profit-taking
News Content: Renowned investor Cathie Wood, affectionately known as “Wood姐,” has recently drawn market attention for her sale of NVIDIA shares. Wood’s ARK Investment Management, amidst rising popularity in artificial intelligence and NVIDIA’s consistently soaring stock prices, chose to trim its position in the world’s leading chipmaker. According to recent trading records, the ARK Genomic Revolution ETF (ARKG) sold 2,724 shares of NVIDIA on Monday, valued at approximately $2.15 million.
Addressing the queries about this decision, Wood responded on social media that ARK Investment had acquired NVIDIA at around $5 per share in 2014 when the market generally perceived it as a PC gaming chip company. With the stock soaring over 150 times, Wood indicated that the firm is implementing a profit-taking strategy to maximize investment returns. This decision is based on ARK’s AI research, suggesting that Wood and her team might have spotted new market trends or potential risks, prompting them to adjust their investment portfolio.
As a key player in the AI and data center sectors, NVIDIA’s performance has consistently been in the spotlight. However, Wood’s sale serves as a reminder to investors that even for strong performers, it’s crucial to evaluate investment returns and consider market dynamics. This move could spark a reevaluation of NVIDIA’s future prospects among investors and underscores Wood’s long-term investment perspective and sharp market insight.
【来源】https://finance.sina.com.cn/stock/usstock/c/2024-02-27/doc-inaknark3633422.shtml
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