“木头姐”凯茜·伍德近期的市场动向引发关注，她回应抛售英伟达股票的决定时表示，由于当初的投资收益已超过150倍，其管理的方舟投资管理公司正在持续获利了结。在人工智能浪潮席卷全球，英伟达凭借亮眼的财报助力股市攀新高的背景下，伍德的这一操作显得颇为独特。
据新浪财经报道，方舟基因组革命ETF（ARKG）在周一再次减持英伟达股票，出售了2724股，总价值约215万美元。伍德本人在社交媒体上回应了外界对其策略的疑问，她指出，方舟投资在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游戏芯片制造商。在长达八年的投资周期中，英伟达股价大幅上涨，伍德的团队依据其人工智能研究，认为现在是适当锁定利润的时机。
伍德的这一决策反映了她对市场趋势的独特洞察和对投资时机的精准把握。尽管英伟达在人工智能领域的地位日益巩固，但“木头姐”似乎已找到了新的投资焦点。这一举动也提醒投资者，即使是对长期看好的公司，也需要根据市场变化和研究结果适时调整投资策略。
英语如下：
News Title: “Wood’s Contrarian Move: Selling NVIDIA with 150x Returns, Explaining the Strategy”
Keywords: Cathie Wood sells, NVIDIA, 150 times returns
News Content: Market guru Cathie Wood’s recent actions have drawn attention, as she explains her decision to sell NVIDIA shares. With gains exceeding 150 times the initial investment, her ARK Investment Management is continuously realizing profits. Against the backdrop of NVIDIA’s soaring stock, fueled by impressive earnings reports and the global AI boom, Wood’s move stands out.
According to Sina Finance, ARK Genomic Revolution ETF (ARKG) further reduced its NVIDIA holdings on Monday, selling 2,724 shares, valued at around $2.15 million. Wood addressed the public’s strategic queries on social media, mentioning that ARK Investment bought NVIDIA at around $5 per share in 2014 when it was largely seen as a PC gaming chipmaker. Over an eight-year investment cycle, NVIDIA’s stock skyrocketed, and based on their AI research, Wood’s team deemed it an appropriate time to lock in profits.
Wood’s decision showcases her unique market insights and adept timing. While NVIDIA solidifies its position in AI, “Wood” seems to have identified new investment focuses. This move underscores the importance for investors to adjust strategies based on market shifts and research findings, even for companies they have a long-term positive outlook on.
【来源】https://finance.sina.com.cn/stock/usstock/c/2024-02-27/doc-inaknark3633422.shtml
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