“木头姐”凯茜·伍德的方舟投资管理公司近日引发市场关注，原因在于其在人工智能热潮中减持了全球芯片巨头英伟达的股票。尽管英伟达的强劲业绩和AI领域的积极前景推动股市持续攀升，伍德却选择了获利了结。据新浪财经报道，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215万美元。
面对外界对于这一决策的疑问，伍德亲自在社交媒体上做出回应。她指出，方舟投资早在2014年就以约5美元的价格购入英伟达股票，当时市场大多将其定位为PC游戏芯片制造商。如今，随着英伟达股价已超过750美元，涨幅超过150倍，伍德表示，公司正依据其人工智能研究，理性地选择继续套现利润。
这一举动反映出伍德及其团队对于投资回报的精明管理，同时也暗示了他们可能在寻找新的投资机会或对市场有不同看法。尽管英伟达在AI领域的地位不容忽视，但“木头姐”的策略调整无疑给投资者带来深思，是否预示着科技股投资的某种转变？我们将持续关注伍德的下一步动态。
英语如下：
News Title: “Cathie Wood’s Contrarian Move: Selling NVIDIA for 150x Gains, Profiting Along the Way”
Keywords: Cathie Wood, NVIDIA, profit-taking
News Content: Renowned investor Cathie Wood’s Ark Investment Management has caught the market’s attention recently for trimming its stake in the global chip giant NVIDIA amidst the AI boom. Despite NVIDIA’s strong performance and bullish prospects in the AI sector, Wood has chosen to realize profits. As reported by Sina Finance, the ARK Genomic Revolution ETF (ARKG) sold 2,724 shares of NVIDIA on Monday, valued at approximately $21.5 million.
Addressing the curiosity surrounding this decision, Wood took to social media to explain. She revealed that Ark Investment purchased NVIDIA shares back in 2014 at around $5 per share when it was largely seen as a PC gaming chip manufacturer. With the current share price surpassing $750, marking a gain of over 150 times, Wood indicated that the firm is rationally cashing in profits based on their AI research.
This move showcases Wood and her team’s astute management of investment returns and possibly hints at their search for new opportunities or a different market outlook. While NVIDIA’s significance in the AI landscape is undeniable, Wood’s strategy shift prompts investors to ponder whether it signals a shift in tech stock investing. We will keep an eye on Wood’s subsequent moves.
【来源】https://finance.sina.com.cn/stock/usstock/c/2024-02-27/doc-inaknark3633422.shtml
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