凯茜·伍德，被誉为“木头姐”的著名投资人，近日对其管理的方舟投资管理公司连续减持全球芯片巨头英伟达的股票进行了公开回应。据新浪财经报道，伍德的方舟基因组革命ETF（ARKG）在周一出售了2724股英伟达股票，价值约215万美元。这一举动在人工智能热潮和英伟达强劲业绩推动股市上涨的背景下，引发了市场广泛关注。
伍德在回应一篇关于抛售英伟达的质疑时解释道，方舟投资早在2014年以约5美元的价格购入英伟达股票，当时英伟达主要被视作一家PC游戏芯片公司。她指出，随着英伟达股价涨幅超过150倍，公司正采取策略性地获利了结，以实现投资回报的最大化。这一决策基于伍德团队的AI研究，显示了其对市场趋势的独特洞察和对投资组合管理的严谨态度。
英伟达作为全球芯片行业的领军企业，其在人工智能领域的表现一直备受投资者青睐。然而，伍德的减持行为可能预示着她对市场或英伟达未来前景的某种看法调整，这无疑为投资者提供了新的思考角度。方舟投资的动态，尤其是伍德的决策，将持续影响市场情绪并可能引发其他投资者的跟随。
英语如下：
News Title: “‘Wood姐’ Sells Off NVIDIA Despite Huge Gains: Takes Profits After 150-Fold Returns”
Keywords: Wood姐, NVIDIA, Selling
News Content:
Cathie Wood, the renowned investor affectionately known as “Wood姐,” has publicly addressed her firm’s recent reduction of shares in global chip giant NVIDIA. According to Sina Finance, Wood’s ARK Genomic Revolution ETF (ARKG) sold 2,724 shares of NVIDIA on Monday, valued at around $2.15 million. This move, made amid the AI boom and NVIDIA’s strong financial performance driving stock market growth, has attracted significant market attention.
In response to questions about the sale, Wood explained that ARK Investment had initially purchased NVIDIA shares at around $5 in 2014, when the company was primarily seen as a PC gaming chip provider. She noted that with the stock’s appreciation exceeding 150 times, the firm is strategically realizing profits to maximize investment returns. This decision is based on Wood’s team’s AI research, demonstrating their unique market insights and disciplined approach to portfolio management.
As a leader in the global semiconductor industry, NVIDIA’s performance in the AI sector has consistently drawn investor favor. However, Wood’s divestment may signal a shift in her perspective on the market or NVIDIA’s future prospects, offering investors a new perspective to consider. ARK Investment’s activities, particularly Wood’s decisions, will continue to influence market sentiment and could prompt other investors to follow suit.
【来源】https://finance.sina.com.cn/stock/usstock/c/2024-02-27/doc-inaknark3633422.shtml
Views: 1