Ark Invest 再度加仓 Coinbase，押注通胀将迎来“实质性逆转”

链捕手

Nov 27

ChainCatcher 消息，Cathie Wood 旗下 Ark Invest 周三继续加仓加密相关股票，累计买入价值约 1,647 万美元的 Coinbase 股票，共计 62,166 股，分布于 ARKK、ARKW 与 ARKF 三只基金中。目前 Coinbase 是 ARKK 第五大重仓股，总持仓价值约 3.92 亿美元，权重达 5.2%。受近月回调影响，Coinbase 股价过去一个月仍下跌 26.7%。

Ark 还增持了 Ark-21Shares 比特币 ETF，共买入 39,400 份额（约 117 万美元）。近期 Ark 持续吸纳 Coinbase、BitMine、Bullish、Circle、Robinhood 等加密敞口股票，意在利用板块大幅回调后的布局窗口。Cathie Wood 在 X 上表示，当前打压加密和 AI 板块的流动性挤压预计将在未来几周内逆转，并指出其判断基于三点：1：美联储或将在 12 月 10 日会议上结束量化紧缩（QT）；2：随着美国政府关门问题解决，市场流动性将逐步回流；3：美联储下月可能再次降息。

Wood 在此前的网络研讨会中称，10 年期美债收益率已反映过去一个月通胀“大幅回落”，并指出科技领域的“通缩力量”正在增强，“关税影响在明年消化后，我们不会意外看到通胀出现真正的突破性下行”。

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