本周,“木头姐”凯西·伍德旗下ARK基金大举买入台积电ADR,规模为近一年最大,相当于截至3月底持仓的87%。其中,Ark Innovation ETF和Ark Next Generation Internet ETF分别买入123587份和74189份。此次加仓正值中美贸易关系缓和及美国与中东在AI领域合作的利好消息推动下,台积电作为英伟达核心供应商受益明显。尽管台积电ADR近期有所反弹,但较1...
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