“木头姐”近期大笔买入亚马逊、AMD，大幅抛售CoreWeave

老虎资讯综合06-04

著名投资者凯茜-伍德（Cathie Wood）旗下的投资管理公司周二做出多笔引人注目的操作，在科技与电商领域进行了数千万美元的仓位调整。

最大手笔的买入通过ARK下一代互联网ETF（ARKW）完成：该基金购入近3万股亚马逊股票，价值约617万美元；同时吸纳超5.3万股AMD股票，总值约608万美元。

减持方面，ARKW大幅抛售超10.8万股CoreWeave股票，套现逾1300万美元。与此同时，ARK创新ETF（ARKK）削减了Palantir Technologies（PLTR）持仓，卖出近4.6万股，价值约600万美元。

但ARK并非单向减持。ARKK增持超17.3万股Guardant Health，斥资约729万美元；同时加仓近29万股10X Genomics，投资额约274万美元。

这些操作折射出ARK持续转向长期成长型标的，同时对部分早期获利标的进行套现的策略。

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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