木头姐密集调仓布局减持半导体及金融科技标的加码科技创新赛道并优化医疗持仓

金吾财讯

Jul 13

金吾财讯 | Cathie Wood旗下ARK Invest在7月6日至10日完成密集调仓操作，整体呈现加仓前沿科技、数字资产、创新医疗，减持传统生命科学、半导体及消费科技标的的布局特征。当周最大单笔投资为太空科技企业SpaceX(SPCX)，通过ARKK、ARKQ、ARKW、ARKX四只基金合计增持34.9万股，交易总价值约5210万美元，持续重仓下一代航天科技赛道。

板块加仓方向清晰，医疗创新领域重点布局AI药物研发与精准医疗，累计斥资2580万美元增持礼来(LLY)，同时加仓Ionis Pharmaceuticals(IONS)、Generate Biomedicines(GENB)等多家生物科技企业。数字资产赛道持续加码Coinbase(COIN)、Circle Internet Group(CRCL)，布局加密货币基础设施。此外，基金同步增持AI云服务商CoreWeave(CRWV)、国防科技企业Kratos Defense & Security Solutions(KTOS)，夯实AI基建与国防科技布局。

减持端集中于传统医疗与成熟科技赛道，当周抛售Natera(NTRA)、Illumina(ILMN)等基因组学企业股票，同时减持AMD(AMD)、Roku(ROKU)、Robinhood Markets(HOOD)等半导体、流媒体、金融科技标的。本次大规模调仓发生在二季度财报季前夕，体现出ARK Invest对高成长创新赛道的长期看好，以及对持仓组合风险结构的主动优化。

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