在人工智能领域的热度不断升温，以及英伟达强劲的财务报告推动全球股市刷新纪录的背景下，知名投资者凯茜·伍德，人称“木头姐”的方舟投资管理公司创始人，却选择逆市减持全球领先的芯片制造商英伟达的股票。据新浪财经报道，方舟基因组革命ETF（ARKG）于周一出售了2724股英伟达股票，交易价值约为215万美元。
伍德本人亲自回应了社交媒体上关于其公司出售英伟达股票的疑问。她在回应中指出：“基于我们的AI研究，ARK早在2014年就以大约5美元的价格购入了英伟达的股票，当时大多数市场参与者将其视作一家主要为PC游戏提供芯片的公司。随着股价上涨超过150倍，我们正在持续实现投资利润。”
这一决定反映出伍德对市场动态的独到见解和投资策略的执行力度，即使在市场普遍看涨的情况下，她也坚持根据研究和投资回报来调整投资组合。伍德的这一行为再次彰显了她作为长期投资者的冷静判断，以及对投资目标价值重估的敏锐洞察。
英语如下：
News Title: “‘Wood姐’ Sells NVIDIA Despite Massive Gains: Taking Profits After 150-Fold Return”
Keywords: Wood姐, NVIDIA, Selling
News Content:
Title: Wood姐, Cathie Wood, Explains Selling NVIDIA: Continuing to Take Profits After 150x Returns
Despite the surging interest in artificial intelligence and NVIDIA’s strong financial reports fueling record global stock markets, prominent investor Cathie Wood, founder of ARK Investment Management and colloquially known as “Wood姐,” has chosen to sell shares in the leading chipmaker against the tide. According to Sina Finance, ARK’s Genomic Revolution ETF (ARKG) sold 2,724 shares of NVIDIA on Monday, with a transaction value of approximately $21.5 million.
Wood personally addressed queries on social media regarding her firm’s sale of NVIDIA stock. In her response, she noted, “Based on our AI research, ARK purchased NVIDIA at around $5 in 2014 when most market participants viewed it primarily as a chip supplier to the PC gaming industry. With the stock up over 150 times, we are continually realizing profits from our investment.”
This decision underscores Wood’s unique perspective on market dynamics and her commitment to executing her investment strategy, adjusting her portfolio based on research and returns, even when the broader market is bullish. Wood’s action once again highlights her disciplined judgment as a long-term investor and her keen ability to reassess the value of her investment targets.
【来源】https://finance.sina.com.cn/stock/usstock/c/2024-02-27/doc-inaknark3633422.shtml
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