周二盘中,ARK创新ETF(ARKK)股价大涨5.01%,引发市场关注。这一涨势很可能与基金经理Cathie Wood近期的投资决策有关。
据多方报道,有"科技女股神"之称的Cathie Wood再度增持中国科技巨头百度(BIDU)的股票。自今年3月首次建仓以来,Wood已经连续6次增持百度股份。最新数据显示,Wood旗下的ARK自动科技及机器人ETF(ARKQ)周一又买入了30,217股百度美国存托凭证(ADS),价值约262.46万美元。这使得百度在该ETF中的持仓比例达到了0.31%。
Wood对百度的青睐,尤其是对其自动驾驶技术"萝卜快跑"的多次赞誉,可能增强了投资者对ARK基金投资眼光的信心。在今年初发布的年度科技趋势报告中,Wood将百度与Waymo、特斯拉并列,认为它们是成功实现自动驾驶技术商业化的三家公司之一。这种对前沿科技的准确洞察,正是ARK创新ETF的核心优势,也可能是推动其股价上涨的重要因素。
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