著名投资者凯茜·伍德（Cathie Wood）旗下的ARK Invest基金周一调整了持仓，增持中国科技巨头百度（BIDU）股份，同时削减了对特斯拉（TSLA）的持仓。
ARK创新ETF（ARKK）以约670万美元购入51263股百度股票。
花旗分析师Alicia Yap近期将百度的目标价上调至181美元，暗示其股价有近40%的上涨空间。她认为，中国人工智能和云服务的持续增长正推动市场对该股的兴趣。
伍德还加大了对自动驾驶领域的布局，通过ARK自主技术与机器人ETF（ARKQ）以约160万美元买入17326股文远知行（WeRide，WRD）股票。此前摩根大通下调了该股目标价，导致其股价近期下跌2.8%，但摩根大通仍维持“买入”评级，理由是随着无人驾驶出租车（robotaxi）监管政策逐步完善，该股具备长期上涨潜力。
特斯拉则遭到减持，ARKK以92.3万美元出售了2100股，此举正值分析师对其合理估值表示担忧之际。其他投资组合调整还包括GeneDX Holdings（WGS）、Tempus AI（TEM）和Arcturus Therapeutics（ARCT）。
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