Cathie Wood旗下基金买入台积电，买入量达到近一年来最大，显示其自去年第三季度以来以卖出为主的立场发生了转变。

　　数据显示，Wood旗下旗舰基金Ark Innovation ETF周一买入123，587份台积电美国存托凭证（ADR），而 Ark Next Generation Internet ETF买入74，189份ADR。

　　上述基金买入台积电之际，全球两大经济体贸易战休兵之后，贸易紧张局势缓解。美国总统唐纳德·特朗普与沙特阿拉伯和阿联酋达成的一系列人工智能交易也改善了这家英伟达主要供应商的前景。

　　虽然Ark旗下基金2月份也曾买入一些台积电，但最新一轮买入规模为6月18日以来最大，相当于该资产管理公司截至3月底对台积电所持股份的87%。

　　这家芯片龙头的ADR自1月份的高点至4月份的低点下跌了37%，目前已收复了超过一半的跌幅。根据机构汇编数据，分析师预计其未来12个月还将上涨11%。

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责任编辑：王许宁

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