“木头姐”凯西·伍德旗下ARK基金对台积电态度发生明显转变，本周大幅加仓台积电ADR，买入量为近一年最大，相当于截至3月底持仓的87%。背后正值中美贸易缓和、美国与中东AI合作提振市场情绪，台积电作为英伟达核心供应商受益明显。
“木头姐”Cathie Wood旗下基金大幅买入台积电ADR，买入规模为近一年来最大，显示自去年第三季度以来以减持为主的操作策略发生转变。
彭博汇编数据显示，Ark Invest旗下旗舰基金Ark Innovation ETF于本周一大举买入123587份台积电ADR，同时Ark Next Generation Internet ETF也增持了74189份。两只基金的合计买入规模，相当于该机构截至3月底所持台积电股份的87%，可见力度之大。
此次大举加仓正值中美贸易紧张局势缓和之际，此前据中美日内瓦经贸会谈联合声明，美国和中国宣布暂时削减关税，市场担忧有所缓解。同时，特朗普近期与沙特阿拉伯、阿联酋达成多项人工智能合作协议，也被视为利好消息，提升了台积电作为英伟达关键供应商的市场前景。
事实上，虽然ARK基金在今年2月也小规模买过台积电，但这一次的买入是自去年6月18日以来最大的一次。
周二美股盘前，台积电ADR小幅下跌约0.8%。台积电ADR在1月创下高点后一路下跌，至4月最低时跌幅高达37%。不过近期已收复超过一半跌幅。彭博汇总的分析师预期显示，该股未来12个月仍有约11%的上涨空间。
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