“木头姐”斥资约3427万美元大笔增持Meta,加码医疗与生物科技

格隆汇
Sep 23
“木头姐”Cathie Wood旗下方舟投资(ARK Invest)周一公布的每日交易纪录显示,持股重心明显偏向大型AI平台与基因精准医疗,同时减持网安与部分基因组持股,以及微调加密货币资产。ARKK、ARKW、ARKF合计买入Meta 51,477股,金额约3427万美元,为全日规模最大的增持之一;相对之下,方舟投资通过ARKW、ARKF卖出CrowdStrike共28,403股、约675万美元。医疗与生物科技仍是加码主轴,ARKG买入Beam Therapeutics 10万2565股(约256万美元)、Ionis Pharmaceuticals 10万0241股(约445万美元)、Veracyte 74878股(约298万美元),并增持Scribe Therapeutics 61858股(约204万美元)。互联网方面,ARKW买入爱彼迎 29587股、约492万美元,布局旅游复苏与平台成长。

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