凯西·伍德旗下ARK基金于8月11日大举买入Block（XYZ）股票，扫货价值约1920万美元的股份，显示出对这家金融科技公司“逢低买入”的操作策略。根据ARK每日交易披露，旗舰基金ARKK购入152，980股Block股票，ARKW增持69，526股，ARKF买入39，957股。

　　该基金集团同时扩大了在生物科技和数据类股票的头寸，增持1，415股CRISPR Therapeutics（CRSP）、59，880股Personalis（PSNL）以及23，970股Compass Pathways（CMPS）。另一方面，ARK减持了Shopify（SHOP）股票，在该股财报公布后上涨之际卖出69，973股，套现约1030万美元。Guardant Health（GH）也遭到进一步减持，伍德近期持续减少该股持仓。

　　ARK对Block的买入操作尤为引人注目：此前在该股上涨期间基金一直在减持，而此次最新增持恰逢股价回落至73美元附近，为ARK提供了更低入场点。Block第二季度强劲的毛利率表现超出预期，加之ARK整体投资策略向金融科技和精选生物科技股轮动，同时在其他个股锁定利润，凸显了伍德的战术性组合调整。

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