“木头姐”抛售英伟达：收益超150倍，获利了结
在人工智能热潮加剧，英伟达的出色财报推动全球股市创新高之际，知名投资人凯茜·伍德却在逆势减持全球芯片龙头公司的股票。
伍德的方舟投资管理公司周一继续抛售英伟达股票，通过旗下方舟基因组革命ETF（ARKG）卖出了2724股，价值约215万美元。
对于抛售英伟达股票的原因，伍德回应了一篇质疑ARK为何出售英伟达的帖子。她写道：“根据我们的AI研究，ARK在2014年就以大约5美元的价格买入了英伟达，当时大多数投资者都将其视为一家PC游戏芯片公司。在涨幅超过150倍之后，我们正继续套现利润。”
伍德的这一举动引发了市场的关注。一些分析师认为，伍德抛售英伟达股票表明她对人工智能行业的未来前景持谨慎态度。
不过，方舟投资管理公司此前表示，该公司仍然看好人工智能行业，并认为人工智能将成为未来十年最大的投资机会之一。
英伟达是全球领先的图形处理器制造商，其产品广泛应用于游戏、数据中心和汽车等领域。在人工智能热潮的推动下，英伟达的股价在过去一年中上涨了超过一倍。
英伟达上周公布的财报显示，该公司第四季度营收为76.4亿美元，同比增长53%；净利润为29.1亿美元，同比增长109%。
受财报利好消息提振，英伟达股价周一上涨了6.5%，创下历史新高。
英语如下：
**Headline:** Cathie Wood Cashes Out Big on Nvidia, Booking Over150x Return
**Keywords:** Profit-taking, AI boom, Nvidia
**Body:**
Cathie Wood is selling Nvidia: the ARK Investfounder has taken profits on her firm’s blockbuster bet on the global chip leader as the artificial intelligence boom sends the stock market to new highs.
Wood’s ARK Investment Management continued to sell Nvidia shares on Monday, offloading 2,724 shares worth about $2.15 million via its ARKGenomic Revolution ETF (ARKG).
Asked about the Nvidia sales, Wood responded to a post questioning why ARK was selling. “Based on our AI research, ARK bought NVDA in 2014 at around $5 when most investors viewed it as a PC gaming chip company,” she wrote. “After a \u003e150x return, we are taking some profits.”
Wood’s move has attracted attention, with some analysts suggesting her Nvidia sales indicate a more cautious view on the future of the AI industry.
However, ARK Invest has previously said it remains bullish on AI, which it sees as one of the biggestinvestment opportunities of the next decade.
Nvidia is the world’s leading maker of graphics processing units, which are used in everything from video games to data centers to cars. The company’s shares have more than doubled in the past year, fueled by the AI boom.
Nvidia reported last week that its fiscal fourth-quarter revenue rose 53% to $7.64 billion, while net income jumped 109% to $2.91 billion.
The results sent Nvidia’s shares up 6.5% on Monday to a record high.
【来源】https://finance.sina.com.cn/stock/usstock/c/2024-02-27/doc-inaknark3633422.shtml
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