最大“冤大头”木头姐！旗舰基金“提前下车”1月清仓英伟达，错失5600亿美元大反弹

智通财经2023-05-26

伍德的旗舰交易所交易基金在1月初清仓所持英伟达股份。ARK投资管理公司创始人、“木头姐”凯茜•伍德的旗舰交易所交易基金在1月初清仓所持英伟达股份。然后，人工智能热潮来了，推高了该股及其他大型科技股的股价。自伍德抛售英伟达股票以来，这家芯片制造商的市值增加了约5600亿美元，其中2000亿美元是在该公司公布超预期业绩后一夜之间飙升的。尽管伍德旗下几只规模较小的基金都持有英伟达股票，但旗舰产品ARK ...

网页链接

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。

精彩评论

观国之光
2023-05-26
观国之光
女股神，木头姐[龇牙]
ruan_7128
2023-05-26
ruan_7128
没事，有盈利多少都行。
卡尔洋
2023-05-26
卡尔洋
木头姐瞎猫撞到死耗子，买了特斯拉一举成名，结果大熊市拆穿了其虚假的本面目，其实她就是啥都买，乱买一通，然后等待奇迹出现。完全不是负责和认真的投资态度，从她吹牛逼特斯拉将涨到3000一股就感觉她就是个骗子，一制造业企业而已，谁给她的信心？
- 卡尔洋:
  特斯拉的人工智能大饼画了多少年了，吃着了吗
- 二狗大石:
  特斯拉可不是仅仅是制造业人工智能是我最看好的
Ronaldhx
2023-05-26
Ronaldhx
一向如此，看她操作pltr就知道有多骚了
yesh13
2023-05-26
yesh13
261买的，396跑的
轩辕小伞
2023-05-26
轩辕小伞
不懂就问，是水平问题吧？话说基金除了资金量比小散大以外，研究水平是不是并不比小散高多少？

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2338763147?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","is_english":false,"pubTime":"2023-05-26 09:55","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2338763147","market":"sh","top_or_hot":-1,"title":"最大“冤大头”木头姐！旗舰基金“提前下车”1月清仓英伟达，错失5600亿美元大反弹","media":"智通财经","content":"<div>\n<p>伍德的旗舰交易所交易基金在1月初清仓所持英伟达股份。ARK投资管理公司创始人、“木头姐”凯茜•伍德的旗舰交易所交易基金在1月初清仓所持英伟达股份。然后，人工智能热潮来了，推高了该股及其他大型科技股的股价。自伍德抛售英伟达股票以来，这家芯片制造商的市值增加了约5600亿美元，其中2000亿美元是在该公司公布超预期业绩后一夜之间飙升的。尽管伍德旗下几只规模较小的基金都持有英伟达股票，但旗舰产品ARK ...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/936145.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","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>最大“冤大头”木头姐！旗舰基金“提前下车”1月清仓英伟达，错失5600亿美元大反弹</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最大“冤大头”木头姐！旗舰基金“提前下车”1月清仓英伟达，错失5600亿美元大反弹\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-26 09:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/936145.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>伍德的旗舰交易所交易基金在1月初清仓所持英伟达股份。ARK投资管理公司创始人、“木头姐”凯茜•伍德的旗舰交易所交易基金在1月初清仓所持英伟达股份。然后，人工智能热潮来了，推高了该股及其他大型科技股的股价。自伍德抛售英伟达股票以来，这家芯片制造商的市值增加了约5600亿美元，其中2000亿美元是在该公司公布超预期业绩后一夜之间飙升的。尽管伍德旗下几只规模较小的基金都持有英伟达股票，但旗舰产品ARK ...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/936145.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0079474960.USD","symbol_name":"联博美国增长基金A","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/936145.html","article_id":"2338763147","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2338763147","pubTimestamp":1685066134,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"伍德的旗舰交易所交易基金在1月初清仓所持英伟达股份。ARK投资管理公司创始人、“木头姐”凯茜•伍德的旗舰交易所交易基金在1月初清仓所持英伟达股份。然后，人工智能热潮来了，推高了该股及其他大型科技股的股","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0079474960.USD":"联博美国增长基金A","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4529":"IDC概念","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","BK4567":"ESG概念","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4534":"瑞士信贷持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0109392836.USD":"富兰克林科技股A","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4587":"ChatGPT概念","BK4543":"AI","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4550":"红杉资本持仓","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4527":"明星科技股","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4551":"寇图资本持仓","BK4141":"半导体产品","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1548497426.USD":"安联环球人工智能AT Acc","BK4503":"景林资产持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4549":"软银资本持仓","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4581":"高盛持仓","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4548":"巴美列捷福持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","NVDA":"英伟达","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD"},"translate_title":"The biggest \"suckers\" wooden sister! The flagship fund \"got off early\" and cleared Nvidia in January, missing $560 billion in Big bounce","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/586ca09aeb0c6dc90f4c43cd2a3c87ca","symbols_score_info":{"NVDA":1},"content_text":"伍德的旗舰交易所交易基金在1月初清仓所持英伟达股份。ARK投资管理公司创始人、“木头姐”凯茜•伍德的旗舰交易所交易基金在1月初清仓所持英伟达股份。然后，人工智能热潮来了，推高了该股及其他大型科技股的股价。自伍德抛售英伟达股票以来，这家芯片制造商的市值增加了约5600亿美元，其中2000亿美元是在该公司公布超预期业绩后一夜之间飙升的。尽管伍德旗下几只规模较小的基金都持有英伟达股票，但旗舰产品ARK Innovation ETF的投资者大多没有从英伟达年内暴涨159.90%中受益。今年2月，英伟达的股价为234美元，预期市盈率约50倍，伍德当时表示估值“非常高”。伍德在2月27日接受采访时表示，“我们看好英伟达，我们认为它将是一只好股票。英伟达被定价了——它是一家人工智能公司。”“我们的旗舰基金一直在巩固我们最看好的股票，这在一定程度上与估值有关。”伍德长期以来一直看好英伟达，但她对该股的信心有时会动摇。当ARKK于2014年成立时，英伟达是该基金的主要持股之一。数据显示，自ARKK成立以来，在该基金112%的总回报率中，英伟达贡献了13%，仅次于特斯拉、Grayscale Bitcoin Trust(GBTC.US)和Invitae(NVTA.US)。数据显示，去年10月，当英伟达开始从2020年8月以来的最低水平反弹时，ARKK持有超过75万股英伟达股票。伍德在去年11月底将该头寸减持至略低于3.9万股，到1月中旬将其降至零。尽管ARK专注于颠覆性创新领域，但其旗舰基金几乎没有持有今年飙升的人工智能相关股票。周四，ARKK基金下跌3%，而英伟达飙升25%，纳斯达克100指数上涨2.4%。“这是集中型主动基金经理的一个风险——他们错过了一个主题，或在这个主题中错过了正确的股票，”Strategas ETF策略师Todd Sohn表示。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":655925817,"gmtCreate":1685083762540,"gmtModify":1685083766116,"author":{"id":"3461232460029301","authorId":"3461232460029301","name":"观国之光","avatar":"https://static.tigerbbs.com/9557ba9e74abe753701872c56d4d6e77","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"女股神，木头姐[龇牙]&nbsp;","listText":"女股神，木头姐[龇牙]&nbsp;","text":"女股神，木头姐[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/655925817","repostId":2338763147,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":655968947,"gmtCreate":1685077552989,"gmtModify":1685077556277,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","vip":1,"crmLevel":4,"crmLevelSwitch":1},"htmlText":"没事，有盈利多少都行。","listText":"没事，有盈利多少都行。","text":"没事，有盈利多少都行。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/655968947","repostId":2338763147,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":655961417,"gmtCreate":1685077118240,"gmtModify":1685080288191,"author":{"id":"3474273072027739","authorId":"3474273072027739","name":"卡尔洋","avatar":"https://static.tigerbbs.com/b5bb61521c38f41b9c93c2497a4237ef","vip":1,"crmLevel":8,"crmLevelSwitch":0},"htmlText":"木头姐瞎猫撞到死耗子，买了特斯拉一举成名，结果大熊市拆穿了其虚假的本面目，其实她就是啥都买，乱买一通，然后等待奇迹出现。完全不是负责和认真的投资态度，从她吹牛逼特斯拉将涨到3000一股就感觉她就是个骗子，一制造业企业而已，谁给她的信心？","listText":"木头姐瞎猫撞到死耗子，买了特斯拉一举成名，结果大熊市拆穿了其虚假的本面目，其实她就是啥都买，乱买一通，然后等待奇迹出现。完全不是负责和认真的投资态度，从她吹牛逼特斯拉将涨到3000一股就感觉她就是个骗子，一制造业企业而已，谁给她的信心？","text":"木头姐瞎猫撞到死耗子，买了特斯拉一举成名，结果大熊市拆穿了其虚假的本面目，其实她就是啥都买，乱买一通，然后等待奇迹出现。完全不是负责和认真的投资态度，从她吹牛逼特斯拉将涨到3000一股就感觉她就是个骗子，一制造业企业而已，谁给她的信心？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/655961417","repostId":2338763147,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7990417,"gmtCreate":1685088443253,"gmtModify":1685088447285,"authorId":3474273072027739,"author":{"id":3474273072027739,"authorId":3474273072027739,"name":"卡尔洋","avatar":"https://static.tigerbbs.com/b5bb61521c38f41b9c93c2497a4237ef","vip":1,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":655961417,"type":1,"supId":7990306,"prevId":0,"content":"<span class=\"s1\">特斯拉的人工智能大饼画了多少年了，吃着了吗</span>","text":"<span class=\"s1\">特斯拉的人工智能大饼画了多少年了，吃着了吗</span>","html":"<span class=\"s1\">特斯拉的人工智能大饼画了多少年了，吃着了吗</span>"},{"id":7990306,"gmtCreate":1685080569242,"gmtModify":1685080572939,"authorId":3504260094030003,"author":{"id":3504260094030003,"authorId":3504260094030003,"name":"二狗大石","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":655961417,"type":1,"supId":0,"prevId":0,"content":"特斯拉可不是仅仅是制造业 人工智能是我最看好的","text":"特斯拉可不是仅仅是制造业 人工智能是我最看好的","html":"特斯拉可不是仅仅是制造业 人工智能是我最看好的"}],"langContent":"CN"},{"id":655963470,"gmtCreate":1685075824790,"gmtModify":1685079756407,"author":{"id":"3578708353783013","authorId":"3578708353783013","name":"Ronaldhx","avatar":"https://static.tigerbbs.com/7fa6f1f33b8c04d91c4242a8531b0072","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":0},"htmlText":"一向如此，看她操作pltr就知道有多骚了","listText":"一向如此，看她操作pltr就知道有多骚了","text":"一向如此，看她操作pltr就知道有多骚了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/655963470","repostId":2338763147,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":655963536,"gmtCreate":1685075715325,"gmtModify":1685079749229,"author":{"id":"4127170836475452","authorId":"4127170836475452","name":"yesh13","avatar":"https://static.tigerbbs.com/a21e769c74362415f2968288411016dc","vip":1,"hat":"https://static.tigerbbs.com/646756f1284a5a6480ed02cc4fa7d1d2","crmLevel":6,"crmLevelSwitch":1},"htmlText":"261买的，396跑的","listText":"261买的，396跑的","text":"261买的，396跑的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/655963536","repostId":2338763147,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":655969448,"gmtCreate":1685074133584,"gmtModify":1685074135206,"author":{"id":"3564978165288885","authorId":"3564978165288885","name":"轩辕小伞","avatar":"https://static.tigerbbs.com/160593cac02b062c1a6ae12b168ce5e1","vip":1,"crmLevel":6,"crmLevelSwitch":0},"htmlText":"不懂就问，是水平问题吧？话说基金除了资金量比小散大以外，研究水平是不是并不比小散高多少？","listText":"不懂就问，是水平问题吧？话说基金除了资金量比小散大以外，研究水平是不是并不比小散高多少？","text":"不懂就问，是水平问题吧？话说基金除了资金量比小散大以外，研究水平是不是并不比小散高多少？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/655969448","repostId":2338763147,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":7,"commentSize":7,"repostSize":3,"favoriteSize":10,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2338763147"}