这娘们跟我眼光竟然一_老虎社区_美港股上老虎 - 老虎社区

点赞
评论
收藏

美股周先森
08-28 17:07

这娘们跟我眼光竟然一样

“木头姐”继续减持AMD！套现约1810万美元，转向加仓博通与Cerebras

知名科技投资人、“木头姐”Cathie Wood近期继续调整AI芯片板块持仓，在减持 $美国超微公司$的同时，转而加仓$博通$及$Cerebras Systems$，显示ARK Invest正尝试分散其AI芯片投资布局。ARK周三买入57,705股博通，并买入69,585股AI芯片公司Cerebras。博通周四收涨4.5%，报371.54美元；Cerebras上涨2.5%，报186.67美元。整体来看，ARK此次操作并非完全撤出AMD，而更像是在AMD今年大幅上涨后主动降低集中度，并将部分资金转向近期明显回调的博通和Cerebras，以重新平衡AI芯片板块的投资组合。

“木头姐”继续减持AMD！套现约1810万美元，转向加仓博通与Cerebras

# 老虎资讯订阅内容

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

点赞

举报

评论

推荐
最新

empty

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":601583621662064,"tweetId":"601583621662064","gmtCreate":1787908056772,"gmtModify":1787908058941,"author":{"id":4193638932436702,"idStr":"4193638932436702","authorId":4193638932436702,"authorIdStr":"4193638932436702","name":"美股周先森","avatar":"https://static.tigerbbs.com/56e87f048e7d8919003fd0aede871df1","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.03.18","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[],"fanSize":2,"starInvestorFlag":false},"themes":[{"themeId":"324431b18d184842b2237adf08e51534","categoryId":"2929bb7468f5415f853fd96fb35d7c3b","name":"老虎资讯订阅内容","type":2,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":324431b18d184842b2237adf08e51534}&rnconfig={\"headerBarHidden\": true}","description":"汇集老虎资讯发布的内容。","image":"https://static.tigerbbs.com/b95b36c253d9fad3ec50d0fada5bd5f7"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>这娘们跟我眼光竟然一样</p></body></html>","htmlText":"<html><head></head><body><p>这娘们跟我眼光竟然一样</p></body></html>","text":"这娘们跟我眼光竟然一样","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/601583621662064","repostId":1148069786,"repostType":2,"repost":{"id":"1148069786","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1787901132,"share":"https://www.laohunote.com/m/news/1148069786?lang=zh_CN&edition=full","pubTime":"2026-08-28 15:12","market":"us","language":"zh","title":"“木头姐”继续减持AMD！套现约1810万美元，转向加仓博通与Cerebras","url":"https://stock-news.laohu8.com/highlight/detail?id=1148069786","media":"老虎资讯综合","summary":"知名科技投资人、“木头姐”Cathie Wood近期继续调整AI芯片板块持仓，在减持 $美国超微公司$的同时，转而加仓$博通$及$Cerebras Systems$，显示ARK Invest正尝试分散其AI芯片投资布局。ARK周三买入57,705股博通，并买入69,585股AI芯片公司Cerebras。博通周四收涨4.5%，报371.54美元；Cerebras上涨2.5%，报186.67美元。整体来看，ARK此次操作并非完全撤出AMD，而更像是在AMD今年大幅上涨后主动降低集中度，并将部分资金转向近期明显回调的博通和Cerebras，以重新平衡AI芯片板块的投资组合。","content":"<html><head></head><body><p style=\"text-align: left;\">知名科技投资人、“木头姐”Cathie Wood近期继续调整AI芯片板块持仓，在减持 <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a>的同时，转而加仓<a href=\"https://laohu8.com/S/AVGO\">博通</a>及<a href=\"https://laohu8.com/S/CBRS\">Cerebras Systems</a>，显示ARK Invest正尝试分散其AI芯片投资布局。</p><p style=\"text-align: left;\">根据ARK Invest披露的数据，旗下多只ETF周三合计卖出37,977股AMD。AMD周四收跌0.9%，报476.67美元，按最新收盘价计算，此次减持股份价值约1810万美元。</p><p style=\"text-align: left;\">这并非ARK近期首次减持AMD。过去数月，随着AMD股价持续走高，Wood已多次削减相关持仓。AMD今年以来股价累计升幅超过一倍，较高的涨幅或成为ARK进行获利了结及重新配置仓位的背景之一。</p><p style=\"text-align: left;\">与此同时，Wood正在加码其他AI芯片标的。ARK周三买入57,705股博通，并买入69,585股AI芯片公司Cerebras。</p><p style=\"text-align: left;\">博通周四收涨4.5%，报371.54美元；Cerebras上涨2.5%，报186.67美元。值得注意的是，两只股票过去3个月均出现明显回调，此时ARK逆势加仓，也反映其正在利用股价调整增加相关敞口。</p><p style=\"text-align: left;\">不过，从整体持仓来看，<strong>AMD目前仍是ARK在三家公司中持仓规模最大的标的。</strong></p><p style=\"text-align: left;\">以旗舰基金 <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>为例，其持有AMD市值约1.933亿美元，占基金总持仓约3%，为第11大重仓股；相比之下，ARKK持有Cerebras约1.495亿美元，持有博通约9530万美元。</p><p style=\"text-align: left;\">Wood近年来凭借对颠覆性科技领域的高集中度投资而闻名，重点布局包括人工智能、机器人、基因技术等领域，此前对特斯拉的大举押注更令其声名大噪。</p><p style=\"text-align: left;\">不过，这种高风险、高成长的“登月式”投资策略也带来较大的业绩波动。数据显示，ARK旗下规模最大的ARKK过去5年年化回报约为**-9%**。</p><p style=\"text-align: left;\">整体来看，ARK此次操作并非完全撤出AMD，而更像是在AMD今年大幅上涨后<strong>主动降低集中度，并将部分资金转向近期明显回调的博通和Cerebras，以重新平衡AI芯片板块的投资组合。</strong></p></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>“木头姐”继续减持AMD！套现约1810万美元，转向加仓博通与Cerebras</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { 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”继续减持AMD！套现约1810万美元，转向加仓博通与Cerebras\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\">2026-08-28 15:12</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;\">知名科技投资人、“木头姐”Cathie Wood近期继续调整AI芯片板块持仓，在减持 <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a>的同时，转而加仓<a href=\"https://laohu8.com/S/AVGO\">博通</a>及<a href=\"https://laohu8.com/S/CBRS\">Cerebras Systems</a>，显示ARK Invest正尝试分散其AI芯片投资布局。</p><p style=\"text-align: left;\">根据ARK Invest披露的数据，旗下多只ETF周三合计卖出37,977股AMD。AMD周四收跌0.9%，报476.67美元，按最新收盘价计算，此次减持股份价值约1810万美元。</p><p style=\"text-align: left;\">这并非ARK近期首次减持AMD。过去数月，随着AMD股价持续走高，Wood已多次削减相关持仓。AMD今年以来股价累计升幅超过一倍，较高的涨幅或成为ARK进行获利了结及重新配置仓位的背景之一。</p><p style=\"text-align: left;\">与此同时，Wood正在加码其他AI芯片标的。ARK周三买入57,705股博通，并买入69,585股AI芯片公司Cerebras。</p><p style=\"text-align: left;\">博通周四收涨4.5%，报371.54美元；Cerebras上涨2.5%，报186.67美元。值得注意的是，两只股票过去3个月均出现明显回调，此时ARK逆势加仓，也反映其正在利用股价调整增加相关敞口。</p><p style=\"text-align: left;\">不过，从整体持仓来看，<strong>AMD目前仍是ARK在三家公司中持仓规模最大的标的。</strong></p><p style=\"text-align: left;\">以旗舰基金 <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>为例，其持有AMD市值约1.933亿美元，占基金总持仓约3%，为第11大重仓股；相比之下，ARKK持有Cerebras约1.495亿美元，持有博通约9530万美元。</p><p style=\"text-align: left;\">Wood近年来凭借对颠覆性科技领域的高集中度投资而闻名，重点布局包括人工智能、机器人、基因技术等领域，此前对特斯拉的大举押注更令其声名大噪。</p><p style=\"text-align: left;\">不过，这种高风险、高成长的“登月式”投资策略也带来较大的业绩波动。数据显示，ARK旗下规模最大的ARKK过去5年年化回报约为**-9%**。</p><p style=\"text-align: left;\">整体来看，ARK此次操作并非完全撤出AMD，而更像是在AMD今年大幅上涨后<strong>主动降低集中度，并将部分资金转向近期明显回调的博通和Cerebras，以重新平衡AI芯片板块的投资组合。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"AVS":"1倍做空AVGO ETF-Direxion","AVGG":"2倍做多AVGO ETF-Leverage Shares","AMDW":"Roundhill AMD WeeklyPay ETF","AMYY":"GraniteShares YieldBOOST AMD ETF","AMDY":"AMD期权收益策略ETF-YieldMax","AVGU":"2倍做多AVGO ETF-GraniteShares","ARKK":"ARK Innovation ETF","AMD":"美国超微公司","AVGW":"Roundhill AVGO WeeklyPay ETF","AMDC":"Corgi AMD 2x Daily ETF","AVGO":"博通","CBRZ":"Tradr 2X ShortCBRS Daily ETF","AMDD":"1倍做空AMD ETF-Direxion","AVGX":"2倍做多AVGO ETF-Defiance","CBRS":"Cerebras Systems","CBRX":"Tradr 2x Long CBRS Daily ETF","AMDG":"2倍做多AMD ETF- Leverage Shares","CBRG":"2倍做多CBRS ETF-Leverage Shares","DAMD":"2倍做空AMD ETF-Defiance","AMDL":"2倍做多AMD ETF-GraniteShares","AVGC":"2倍做多AVGO ETF-Corgi","AVL":"2倍做多AVGO ETF-Direxion","AMUU":"2倍做多AMD ETF-Direxion"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148069786","content_text":"知名科技投资人、“木头姐”Cathie Wood近期继续调整AI芯片板块持仓，在减持 美国超微公司的同时，转而加仓博通及Cerebras Systems，显示ARK Invest正尝试分散其AI芯片投资布局。根据ARK Invest披露的数据，旗下多只ETF周三合计卖出37,977股AMD。AMD周四收跌0.9%，报476.67美元，按最新收盘价计算，此次减持股份价值约1810万美元。这并非ARK近期首次减持AMD。过去数月，随着AMD股价持续走高，Wood已多次削减相关持仓。AMD今年以来股价累计升幅超过一倍，较高的涨幅或成为ARK进行获利了结及重新配置仓位的背景之一。与此同时，Wood正在加码其他AI芯片标的。ARK周三买入57,705股博通，并买入69,585股AI芯片公司Cerebras。博通周四收涨4.5%，报371.54美元；Cerebras上涨2.5%，报186.67美元。值得注意的是，两只股票过去3个月均出现明显回调，此时ARK逆势加仓，也反映其正在利用股价调整增加相关敞口。不过，从整体持仓来看，AMD目前仍是ARK在三家公司中持仓规模最大的标的。以旗舰基金 ARK Innovation ETF为例，其持有AMD市值约1.933亿美元，占基金总持仓约3%，为第11大重仓股；相比之下，ARKK持有Cerebras约1.495亿美元，持有博通约9530万美元。Wood近年来凭借对颠覆性科技领域的高集中度投资而闻名，重点布局包括人工智能、机器人、基因技术等领域，此前对特斯拉的大举押注更令其声名大噪。不过，这种高风险、高成长的“登月式”投资策略也带来较大的业绩波动。数据显示，ARK旗下规模最大的ARKK过去5年年化回报约为**-9%**。整体来看，ARK此次操作并非完全撤出AMD，而更像是在AMD今年大幅上涨后主动降低集中度，并将部分资金转向近期明显回调的博通和Cerebras，以重新平衡AI芯片板块的投资组合。","news_type":1,"symbols_score_info":{"AVGO":2,"AMYY":0.6,"AVL":0.6,"AMDC":0.6,"AVGW":0.6,"AMDD":0.6,"AMDY":0.6,"AVGG":0.6,"AMUU":0.6,"AMDG":0.6,"AMD":2,"AVS":0.6,"AMDW":0.6,"AVGC":0.6,"CBRS":2,"AVGX":0.6,"ARKK":2,"AVGU":0.6,"CBRX":0.6,"CBRZ":0.6,"DAMD":0.6,"AMDL":0.6,"CBRG":0.6}},"isVote":1,"tweetType":1,"viewCount":45,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":22,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}