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ABEL123

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- ABEL123ABEL123
  ·05-20
  著名反指买入要完了
  重新看好芯片？木头姐大举加仓“台积电”，规模创近一年之最
  “木头姐”旗下基金周一买入近20万份台积电ADR，购买规模创下去年6月18日以来最大，这也是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。
  重新看好芯片？木头姐大举加仓“台积电”，规模创近一年之最
  617 评论
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- ABEL123ABEL123
  ·05-19
  保险公司为什么会有很多净资产？
  429 评论
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- ABEL123ABEL123
  ·03-15
  $英特尔(INTC)$ 新ceo似乎是个行动派看好裁员提升效率股价看40
  2,161 2
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- ABEL123ABEL123
  ·2024-11-05
  $台积电(TSM)$ 川普上台利空台积电哈里斯上台利好
  1,456 评论
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- ABEL123ABEL123
  ·2024-08-26
  $拼多多(PDD)$ 动态市盈率不足10倍黄金坑
  1,689 评论
  1
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- ABEL123ABEL123
  ·2024-08-02
  $苹果(AAPL)$ 财报几点出
  1,768 评论
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- ABEL123ABEL123
  ·2024-07-15
  $苹果(AAPL)$ 这个高开低走怎么回事
  1,803 评论
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- ABEL123ABEL123
  ·2024-07-15
  $AAPL(AAPL)$ 今晚能不能直接240，相信你果子
  2,196 评论
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- ABEL123ABEL123
  ·2024-07-11
  $苹果(AAPL)$ 感觉和6月开大会戏码差不多，利好消息砸盘，第二天拉升
  4,619 2
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- ABEL123ABEL123
  ·2024-07-11
  $苹果(AAPL)$ 有利好消息怎么还下来了
  2,445 评论
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15:20","market":"us","language":"zh","title":"重新看好芯片？木头姐大举加仓“台积电”，规模创近一年之最","url":"https://stock-news.laohu8.com/highlight/detail?id=2536660918","media":"华尔街见闻","summary":"“木头姐”旗下基金周一买入近20万份台积电ADR，购买规模创下去年6月18日以来最大，这也是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。","content":"<html><head></head><body><blockquote><p>“木头姐”旗下基金周一买入近20万份台积电ADR，购买规模创下去年6月18日以来最大，这也是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。</p></blockquote><p style=\"text-align: left;\">态度大反转！“木头姐”大举买入台积电。</p><p style=\"text-align: left;\">5月20日，据报道，“木头姐”Cathie Wood近一年来首次大规模买入台积电。<strong>这是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。</strong></p><p style=\"text-align: left;\">数据显示，“木头姐”旗下的旗舰基金Ark Innovation ETF周一（5月19日）购买了123,587份台积电美国存托凭证(ADR)，同时Ark Next Generation Internet ETF买入了74,189份ADR。</p><p style=\"text-align: left;\">报道指出，虽然Ark的基金在今年2月也曾购买过台积电，但本次<strong>购买规模创下去年6月18日以来最大</strong>，相当于截至3月底Ark资产管理公司所持台积电股份的87%。</p><h2 id=\"id_198392582\" style=\"text-align: left;\">关税缓和、行业前景看好</h2><p style=\"text-align: left;\">从消息面来看，“木头姐”此次增持背后正值中美关税降幅远超预期，市场情绪大大改善。此外，特朗普与中东三国签署的一系列人工智能协议，也有利于台积电的业务前景，因为其实英伟达的重要供应商。</p><p style=\"text-align: left;\">从市场走势来看，“木头姐”的这一转变似乎已得到市场验证。从今年1月峰值到4月低位，台积电最多跌去37%，目前已经扳回一半以上的跌幅。分析师预测，未来12个月台积电股价还有约11%的上涨空间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32a4d8ca578cbd8b6dc1aeaafd75d0df\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: left;\">台积电5月9日公布的业绩报告显示，4月销售额3495.7亿元新台币，环比增加22.2％，同比增长48.1%，远超分析师预期的38%，较上个月46.5%的同比增速有所加快。</p><p style=\"text-align: left;\">华尔街见闻此前提及，Meta和微软两家公司的资本支出显示出对AI产品的需求依旧旺盛，印证了该公司的光明前景，摩根士丹利对台积电股票评级为增持。</p><p style=\"text-align: left;\">据介绍，虽然“木头姐”以对颠覆性技术的激进押注而广为人知，但她的旗舰基金近年来表现不佳。</p><p style=\"text-align: left;\">尽管在截至2024年的两年间上涨了82%，但ARK Innovation ETF仍较其峰值下跌约63%，并在过去五年的大部分时间里表现落后于纳斯达克综合指数。</p><p style=\"text-align: left;\">分析认为，此次大规模买入台积电，可能是“木头姐”试图通过押注AI供应链核心企业，在当前市场环境下重振基金业绩的战略举措。</p><p style=\"text-align: left;\">在“木头姐”被曝出大举买入台积电之前，日前公布的13F报告显示，华尔街大佬一季度也买入了台积电。其中：</p><blockquote><p style=\"text-align: left;\">华尔街传奇投资者、有“史上最伟大的赚钱机器”之称的斯坦利·德鲁肯米勒（Stanley Druckenmiller）一季度大幅增持了台积电的股票，增加了49.13万股，使总持股量达到59.88万股，增幅高达456.93%。</p><p style=\"text-align: left;\">段永平管理的HH&amp;H International Investment一季度新建仓台积电，买入27.18万股，持仓市值4511.7万美元，占比为0.38%。</p></blockquote></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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>重新看好芯片？木头姐大举加仓“台积电”，规模创近一年之最</title>\n<style 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href=\"https://wallstreetcn.com/articles/3747439\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU0882747503.HKD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (HKD) INC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","BK4548":"巴美列捷福持仓","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","BK4605":"半导体精选","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) 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