新年伊始,木头姐Cathie Wood就开始了她标志性的频繁调仓。从最新披露的交易数据看,木头姐在2026年的投资思路似乎更加明确:在坚守核心信仰的同时,也在悄然布局一些"意外"标的。让我们通过ARK ETFs的持仓变动,解读这位颠覆性创新投资教母的新风向。一、新年开局:买了什么,卖了什么?1.核心加仓区:AI医疗与精准生物学Tempus AI (TEM):这是开年以来ARK最亮眼的动作。木头姐...
Source Link新年伊始,木头姐Cathie Wood就开始了她标志性的频繁调仓。从最新披露的交易数据看,木头姐在2026年的投资思路似乎更加明确:在坚守核心信仰的同时,也在悄然布局一些"意外"标的。让我们通过ARK ETFs的持仓变动,解读这位颠覆性创新投资教母的新风向。一、新年开局:买了什么,卖了什么?1.核心加仓区:AI医疗与精准生物学Tempus AI (TEM):这是开年以来ARK最亮眼的动作。木头姐...
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