凯西·伍德向CoreWeave股票投入580万美元 最新交易直指AI基础设施

环球市场播报
Apr 07

  凯西·伍德的ARK Invest新增了对AI云基础设施公司CoreWeave的投资,买入了超过8.3万股,价值近580万美元。

  此次买入通过多只ARK基金进行,包括ARK创新ETF。CoreWeave提供专为人工智能工作负载量身定制的云计算服务。

  该交易是该投资组合管理人每日更广泛的交易更新的一部分。ARK还调整了其他科技和医疗保健股的仓位,但增持CoreWeave的操作格外引人注目。

  CoreWeave已成长为GPU云基础设施领域的专家。该公司通过为AI模型训练和推理提供可扩展的算力,与规模更大的云服务提供商展开竞争。

  ARK进军AI云领域之际,机构对算力资源的需求持续增长。该公司未披露每股的平均买入价格。

  此次买入在ARK整体投资组合中占比较小。

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