投资界知名人物、“木头姐”凯茜·伍德近日对抛售英伟达股票的举措作出回应，她表示，由于当初买入英伟达时的成本仅为5美元，如今股价已超过750美元，实现了超过150倍的收益，因此，方舟投资管理公司正在持续获利了结。在人工智能浪潮汹涌、英伟达业绩亮眼并推高全球股市的背景下，伍德的这一决定显得与众不同。
据新浪财经报道，伍德的方舟基因组革命ETF（ARKG）在周一再次减持了2724股英伟达股票，总价值约为215万美元。在回应一篇关于其出售英伟达的质疑时，伍德强调，早在2014年，ARK就已经基于对人工智能的前瞻研究，将英伟达定位为超越PC游戏芯片公司的潜力股。如今，随着英伟达在AI领域的地位日益巩固，ARK认为是时候释放部分投资回报。
伍德的这一操作引发了市场关注，一方面，英伟达在人工智能领域的领先地位和强劲业绩使得其股票备受追捧；另一方面，伍德的减持行为可能预示着她对市场前景或英伟达估值的某种担忧。尽管如此，伍德并未透露是否完全退出英伟达，仅表示在高收益下持续调整投资策略。这反映出伍德的方舟投资管理公司在投资决策上始终坚持独立思考和长期视角。
英语如下：
News Title: “Cathie Wood’s Contrarian NVIDIA Sale: Booking Profits After 150-Fold Gain”
Keywords: Cathie Wood, NVIDIA, Selling
News Content: Renowned investor Cathie Wood, also known as “Wood the Wood,” has recently responded to her decision to sell NVIDIA shares. She explained that, given the initial purchase price of NVIDIA at $5 and the current stock price above $750, a return of over 150 times has been realized. As a result, ARK Investment Management is continuing to take profits. Against the backdrop of the surging AI wave and NVIDIA’s impressive performance boosting global equity markets, Wood’s choice stands out.
According to Sina Finance, Wood’s ARK Genomic Revolution ETF (ARKG) sold off 2,724 NVIDIA shares on Monday, valued at around $2.15 million. In response to concerns about the sale, Wood emphasized that as early as 2014, ARK had identified NVIDIA as a potential powerhouse transcending the PC gaming chip industry based on its forward-looking AI research. With NVIDIA’s solidifying position in the AI sector, ARK now deems it appropriate to realize some of its investment returns.
Wood’s move has attracted market attention. On one hand, NVIDIA’s leadership in AI and strong financials make its stock highly sought after. On the other hand, her selling could signal concerns about the market outlook or NVIDIA’s valuation. Nevertheless, Wood hasn’t disclosed whether she is completely退出 NVIDIA, only stating that she continues to adjust investment strategies amid high gains. This demonstrates ARK Investment Management’s commitment to independent thinking and a long-term perspective in its investment decisions.
【来源】https://finance.sina.com.cn/stock/usstock/c/2024-02-27/doc-inaknark3633422.shtml
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