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07-28
木头姐栽了
木头姐逆势加仓SpaceX、特斯拉，继续减持Robinhood
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JP老师
07-29
JP老师
又栽了吗？长鑫科技亏十年，是不是也栽了？
什么也没有了～
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style=\"text-align: left;\">按当日收盘价113.50美元计算，此次合计买入金额约1,410万美元。</p><p style=\"text-align: left;\">尽管SpaceX近期成功完成Starship试飞，马斯克也再次强调火星计划，但市场仍担忧公司未来流通股数量增加及长期资本开支，股价持续承压。</p><p style=\"text-align: left;\">目前，市场正关注两大关键时间点：8月4日公司上市后的首份财报，以及8月6日限售股解禁。届时，最多约9.12亿股股票将具备流通资格，潜在抛压成为投资者关注焦点。</p><h3 style=\"text-align: left;\"><strong>再度加仓特斯拉</strong></h3><p style=\"text-align: left;\">Ark同时继续增持特斯拉，在：</p><ul><li><p style=\"text-align: left;\">ARKK买入18,730股；</p></li><li><p style=\"text-align: left;\">ARKQ买入9,134股。</p></li></ul><p style=\"text-align: left;\">按特斯拉周一收盘价309.22美元计算，此次交易金额约860万美元。</p><p style=\"text-align: left;\">特斯拉此前公布的最新财报显示，营收略超市场预期，但盈利不及预期。不过，公司管理层表示Cybercab已取得生产进展，Optimus人形机器人项目也在持续推进。</p><p style=\"text-align: left;\">值得一提的是，就在上周四财报发布后，Cathie Wood已第一时间斥资约5,120万美元大举加仓特斯拉。</p><h3 style=\"text-align: left;\"><strong>减持Robinhood</strong></h3><p style=\"text-align: left;\">与上述两家公司不同，Ark选择继续减持Robinhood，从ARKW卖出12,119股，按收盘价95.65美元计算，套现约120万美元。</p><p style=\"text-align: left;\">近期，Robinhood面临数字金融领域竞争加剧及市场情绪转弱等压力。此外，X Money的推出也被市场视为支付及交易平台的新竞争者，或进一步加剧行业竞争。</p><p style=\"text-align: left;\">事实上，上周四Ark已减持约410万美元Robinhood股票，此次再次卖出，反映其对Robinhood短期走势仍保持谨慎。</p><h3 style=\"text-align: left;\"><strong>其他主要交易</strong></h3><ul><li><p style=\"text-align: left;\"><strong>减持<a href=\"https://laohu8.com/S/TXG\">10x Genomics, Inc.</a></strong>：ARKK卖出72,497股。</p></li><li><p style=\"text-align: left;\"><strong>继续降低工业股仓位</strong>：ARKK卖出 <a href=\"https://laohu8.com/S/DE\">迪尔股份有限公司</a>6,979股，ARKQ卖出Deere2,428股，同时卖出 <a href=\"https://laohu8.com/S/CAT\">卡特彼勒</a>1,529股。</p></li><li><p style=\"text-align: left;\"><strong>加码自动驾驶赛道</strong>：ARKQ买入 <a href=\"https://laohu8.com/S/PONY\">小马智行</a>20,000股，以及Kodiak AI <a href=\"https://laohu8.com/S/KDK\">Kodiak Robotics</a>12,772股，进一步布局自动驾驶及AI运输技术。</p></li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n木头姐逆势加仓SpaceX、特斯拉，继续减持Robinhood\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-07-28 17:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">“木头姐”Cathie Wood执掌的Ark Invest周一继续调整持仓，一边加仓 <a href=\"https://laohu8.com/S/SPCX\">SpaceX</a>和 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，一边减持 <a href=\"https://laohu8.com/S/HOOD\">Robinhood</a>等个股。其中，最受市场关注的是，Ark再次逆势买入SpaceX相关标的，尽管该股近期持续承压。</p><h3 style=\"text-align: left;\"><strong>加仓SpaceX，逆势押注</strong></h3><p style=\"text-align: left;\">Ark周一分别在旗下多只ETF中增持SpaceX相关标的，包括：</p><ul><li><p style=\"text-align: left;\">ARKK买入78,031股；</p></li><li><p style=\"text-align: left;\">ARKQ买入25,442股；</p></li><li><p style=\"text-align: left;\">ARKW买入10,369股；</p></li><li><p style=\"text-align: left;\">ARKX买入10,701股。</p></li></ul><p style=\"text-align: left;\">按当日收盘价113.50美元计算，此次合计买入金额约1,410万美元。</p><p style=\"text-align: left;\">尽管SpaceX近期成功完成Starship试飞，马斯克也再次强调火星计划，但市场仍担忧公司未来流通股数量增加及长期资本开支，股价持续承压。</p><p style=\"text-align: left;\">目前，市场正关注两大关键时间点：8月4日公司上市后的首份财报，以及8月6日限售股解禁。届时，最多约9.12亿股股票将具备流通资格，潜在抛压成为投资者关注焦点。</p><h3 style=\"text-align: left;\"><strong>再度加仓特斯拉</strong></h3><p style=\"text-align: left;\">Ark同时继续增持特斯拉，在：</p><ul><li><p style=\"text-align: left;\">ARKK买入18,730股；</p></li><li><p style=\"text-align: left;\">ARKQ买入9,134股。</p></li></ul><p style=\"text-align: left;\">按特斯拉周一收盘价309.22美元计算，此次交易金额约860万美元。</p><p style=\"text-align: left;\">特斯拉此前公布的最新财报显示，营收略超市场预期，但盈利不及预期。不过，公司管理层表示Cybercab已取得生产进展，Optimus人形机器人项目也在持续推进。</p><p style=\"text-align: left;\">值得一提的是，就在上周四财报发布后，Cathie Wood已第一时间斥资约5,120万美元大举加仓特斯拉。</p><h3 style=\"text-align: left;\"><strong>减持Robinhood</strong></h3><p style=\"text-align: left;\">与上述两家公司不同，Ark选择继续减持Robinhood，从ARKW卖出12,119股，按收盘价95.65美元计算，套现约120万美元。</p><p style=\"text-align: left;\">近期，Robinhood面临数字金融领域竞争加剧及市场情绪转弱等压力。此外，X Money的推出也被市场视为支付及交易平台的新竞争者，或进一步加剧行业竞争。</p><p style=\"text-align: left;\">事实上，上周四Ark已减持约410万美元Robinhood股票，此次再次卖出，反映其对Robinhood短期走势仍保持谨慎。</p><h3 style=\"text-align: left;\"><strong>其他主要交易</strong></h3><ul><li><p style=\"text-align: left;\"><strong>减持<a href=\"https://laohu8.com/S/TXG\">10x Genomics, Inc.</a></strong>：ARKK卖出72,497股。</p></li><li><p style=\"text-align: left;\"><strong>继续降低工业股仓位</strong>：ARKK卖出 <a href=\"https://laohu8.com/S/DE\">迪尔股份有限公司</a>6,979股，ARKQ卖出Deere2,428股，同时卖出 <a href=\"https://laohu8.com/S/CAT\">卡特彼勒</a>1,529股。</p></li><li><p style=\"text-align: left;\"><strong>加码自动驾驶赛道</strong>：ARKQ买入 <a href=\"https://laohu8.com/S/PONY\">小马智行</a>20,000股，以及Kodiak AI <a href=\"https://laohu8.com/S/KDK\">Kodiak Robotics</a>12,772股，进一步布局自动驾驶及AI运输技术。</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"SPCG":"2倍做空SpaceX ETF-Tradr","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","HOOX":"2倍做多HOOD ETF-Defiance","TSLZ":"2倍做空TSLA ETF-T-Rex","CAT":"卡特彼勒","TSL":"1.25倍做多TSLA ETF-GraniteShares","TLA":"GraniteShares Autocallable TSLA ETF","SPCH":"2倍做多SpaceX ETF-Leverage Shares","HOOY":"HOOD期权收益策略ETF-YieldMax","ROBN":"2倍做多HOOD ETF-T-REX","TSLY":"TSLA期权收益策略ETF-YieldMax","TSYY":"收益增强TSLA ETF-GraniteShares","KDK":"Kodiak Robotics","SPAX":"2倍做多SPACEX ETF-T-REX","TSII":"REX TSLA Growth & Income ETF","DE":"迪尔股份有限公司","TSDD":"2倍做空TSLA ETF-GraniteShares","HODU":"Direxion Daily HOOD Bull 2X ETF","TSLW":"TSLA周配息ETF-Roundhill","HOOZ":"2倍做空HOOD ETF-Defiance","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","HOYY":"GraniteShares YieldBOOST HOOD ETF","TSLT":"2倍做多TSLA ETF-T-Rex","TESL":"Simplify Volt TSLA Revolution 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Shares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145042499","content_text":"“木头姐”Cathie Wood执掌的Ark Invest周一继续调整持仓，一边加仓 SpaceX和 特斯拉，一边减持 Robinhood等个股。其中，最受市场关注的是，Ark再次逆势买入SpaceX相关标的，尽管该股近期持续承压。加仓SpaceX，逆势押注Ark周一分别在旗下多只ETF中增持SpaceX相关标的，包括：ARKK买入78,031股；ARKQ买入25,442股；ARKW买入10,369股；ARKX买入10,701股。按当日收盘价113.50美元计算，此次合计买入金额约1,410万美元。尽管SpaceX近期成功完成Starship试飞，马斯克也再次强调火星计划，但市场仍担忧公司未来流通股数量增加及长期资本开支，股价持续承压。目前，市场正关注两大关键时间点：8月4日公司上市后的首份财报，以及8月6日限售股解禁。届时，最多约9.12亿股股票将具备流通资格，潜在抛压成为投资者关注焦点。再度加仓特斯拉Ark同时继续增持特斯拉，在：ARKK买入18,730股；ARKQ买入9,134股。按特斯拉周一收盘价309.22美元计算，此次交易金额约860万美元。特斯拉此前公布的最新财报显示，营收略超市场预期，但盈利不及预期。不过，公司管理层表示Cybercab已取得生产进展，Optimus人形机器人项目也在持续推进。值得一提的是，就在上周四财报发布后，Cathie Wood已第一时间斥资约5,120万美元大举加仓特斯拉。减持Robinhood与上述两家公司不同，Ark选择继续减持Robinhood，从ARKW卖出12,119股，按收盘价95.65美元计算，套现约120万美元。近期，Robinhood面临数字金融领域竞争加剧及市场情绪转弱等压力。此外，X 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