周二盘中,由"科技女股神"Cathie Wood管理的ARK创新ETF(ARKK)大涨5.01%,引发市场广泛关注。这一显著涨幅可能与Wood近期对中国科技股的持续看好有关。
据多方消息报道,Cathie Wood旗下方舟投资(ARK Invest)再度增持中国科技巨头百度(BIDU)的股票。自3月首次建仓以来,Wood已连续6次增持百度股票,使得其持仓量在不到两个月内翻倍,目前累计持有28.9336万股百度美国存托凭证(ADS)。值得注意的是,百度是Wood近期唯一加仓的中国公司。
Cathie Wood多次公开赞扬百度的自动驾驶出行服务平台"萝卜快跑"。在今年初发布的《Big Ideas 2025》报告中,Wood指出中美正引领无人驾驶出租车的发展浪潮,并将百度与Waymo、特斯拉并列为成功落地运营的三家自动驾驶公司之一。这一举动表明,Wood对中国科技创新领域,特别是人工智能和自动驾驶技术的发展前景持积极态度。Wood的投资决策可能提振了市场对ARKK等科技创新基金的信心,从而推动了ARKK股价的大幅上涨。
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