凯茜伍德重仓亚马逊与AMD 大幅减持多家科技巨头

环球市场播报
04 Jun

  著名投资者凯茜-伍德(Cathie Wood)旗下的橡树投资管理公司周二做出多笔引人注目的操作,在科技与电商领域进行了数千万美元的仓位调整。

  最大手笔的买入通过ARK下一代互联网ETF(ARKW)完成:该基金购入近3万股亚马逊(AMZN)股票,价值约617万美元;同时吸纳超5.3万股AMD(AMD)股票,总值约608万美元。

  减持方面,ARKW大幅抛售超10.8万股CoreWeave(CRWV)股票,套现逾1300万美元。与此同时,ARK创新ETF(ARKK)削减了Palantir Technologies(PLTR)持仓,卖出近4.6万股,价值约600万美元。

  但ARK并非单向减持。ARKK增持超17.3万股Guardant Health(GH),斥资约729万美元;同时加仓近29万股10X Genomics(TXG),投资额约274万美元。

  这些操作折射出ARK持续转向长期成长型标的,同时对部分早期获利标的进行套现的策略。

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