“木头姐”警告：英伟达面临加剧的竞争，自家基金错失涨势

金融界03-08

在周四致股东的一封信中，Ark Invest首席执行官兼首席投资官凯西•伍德（Cathie Wood）发出了对英伟达未来竞争的警示。她指出，与互联网时代的思科不同，英伟达当前正面临日益激烈的竞争压力。伍德在信中表示：“从长远来看，与思科的历史轨迹相异，英伟达的竞争环境可能会更加严峻。这不仅仅是因为（超微设备）正在逐步取得市场成功，更关键的是，英伟达的主要客户——包括云服务提供商和特斯拉等公司——...

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Er_7808
03-08
Er_7808
妖股达人

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Wood）发出了对英伟达未来竞争的警示。她指出，与互联网时代的思科不同，英伟达当前正面临日益激烈的竞争压力。伍德在信中表示：“从长远来看，与思科的历史轨迹相异，英伟达的竞争环境可能会更加严峻。这不仅仅是因为（超微设备）正在逐步取得市场成功，更关键的是，英伟达的主要客户——包括云服务提供商和特斯拉等公司——...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2024/03/08024739773428.shtml\">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":"BK4548","symbol_name":"巴美列捷福持仓","start_time":0,"source_url":"https://usstock.jrj.com.cn/2024/03/08024739773428.shtml","article_id":"2417361716","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2417361716","pubTimestamp":1709837264,"sourceInfo":{"source_id":"jinrongjie_highlight","name":"金融界"},"weMediaInfo":null,"summary":"她指出，与互联网时代的思科不同，英伟达当前正面临日益激烈的竞争压力。她认为，随着更多公司涉足这一领域并寻求自给自足，英伟达可能会面临来自多方面的竞争挑战。然而，值得注意的是，伍德及其旗下的Ark 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Wood）发出了对英伟达未来竞争的警示。她指出，与互联网时代的思科不同，英伟达当前正面临日益激烈的竞争压力。伍德在信中表示：“从长远来看，与思科的历史轨迹相异，英伟达的竞争环境可能会更加严峻。这不仅仅是因为（超微设备）正在逐步取得市场成功，更关键的是，英伟达的主要客户——包括云服务提供商和特斯拉等公司——正在积极设计自主的人工智能芯片。”这一观点凸显了伍德对英伟达市场地位的担忧，尤其是在人工智能芯片领域。她认为，随着更多公司涉足这一领域并寻求自给自足，英伟达可能会面临来自多方面的竞争挑战。然而，值得注意的是，伍德及其旗下的Ark Invest在近期却未能充分把握英伟达的涨势。据悉，在截至2023年1月的两个月内，Ark的旗舰基金Ark Innovation ETF（ARKK）减持了高达772,884股的英伟达股份。与此同时，备受瞩目的ChatGPT技术也正式推出。按照英伟达周三的收盘价计算，这笔减持交易的价值原本高达6.85亿美元。然而，实际上Ark在这段时间内通过减持所获得的资金仅为这一数额的约六分之一，这无疑让投资者对Ark的投资决策产生了质疑。今年以来，Ark Innovation ETF的表现并不理想，下跌了约4%。相比之下，英伟达的股票却实现了惊人的85%涨幅。这一鲜明的对比进一步凸显了Ark在英伟达投资上的失误，并引发了市场对其未来投资策略的关注。\n\n\r\n            责任编辑：史文瑞","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":281847685447760,"gmtCreate":1709838975310,"gmtModify":1709838976962,"author":{"id":"3531981078484748","authorId":"3531981078484748","name":"Er_7808","avatar":"https://static.tigerbbs.com/4df3cf5d83da3e239fdd8a222b644a7f","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"妖股达人","listText":"妖股达人","text":"妖股达人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281847685447760","repostId":2417361716,"repostType":2,"repost":{"id":"2417361716","pubTimestamp":1709837264,"share":"https://www.laohu8.com/m/news/2417361716?lang=&edition=full","pubTime":"2024-03-08 02:47","market":"hk","language":"zh","title":"“木头姐”警告：英伟达面临加剧的竞争，自家基金错失涨势","url":"https://stock-news.laohu8.com/highlight/detail?id=2417361716","media":"金融界","summary":"她指出，与互联网时代的思科不同，英伟达当前正面临日益激烈的竞争压力。她认为，随着更多公司涉足这一领域并寻求自给自足，英伟达可能会面临来自多方面的竞争挑战。然而，值得注意的是，伍德及其旗下的Ark Invest在近期却未能充分把握英伟达的涨势。按照英伟达周三的收盘价计算，这笔减持交易的价值原本高达6.85亿美元。相比之下，英伟达的股票却实现了惊人的85%涨幅。","content":"<html><body><div>\n<p>在周四致股东的一封信中，Ark Invest首席执行官兼首席投资官凯西•伍德（Cathie Wood）发出了对<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>未来竞争的警示。她指出，与互联网时代的<a href=\"https://laohu8.com/S/CSCO\">思科</a>不同，英伟达当前正面临日益激烈的竞争压力。</p><p>伍德在信中表示：“从长远来看，与思科的历史轨迹相异，英伟达的竞争环境可能会更加严峻。这不仅仅是因为（超微设备）正在逐步取得市场成功，更关键的是，英伟达的主要客户——包括云服务提供商和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>等公司——正在积极设计自主的人工智能芯片。”</p><p>这一观点凸显了伍德对英伟达市场地位的担忧，尤其是在人工智能芯片领域。她认为，随着更多公司涉足这一领域并寻求自给自足，英伟达可能会面临来自多方面的竞争挑战。</p><p>然而，值得注意的是，伍德及其旗下的Ark Invest在近期却未能充分把握英伟达的涨势。据悉，在截至2023年1月的两个月内，Ark的旗舰基金Ark Innovation ETF（ARKK）减持了高达772,884股的英伟达股份。与此同时，备受瞩目的ChatGPT技术也正式推出。</p><p>按照英伟达周三的收盘价计算，这笔减持交易的价值原本高达6.85亿美元。然而，实际上Ark在这段时间内通过减持所获得的资金仅为这一数额的约六分之一，这无疑让投资者对Ark的投资决策产生了质疑。</p><p>今年以来，Ark Innovation ETF的表现并不理想，下跌了约4%。相比之下，英伟达的股票却实现了惊人的85%涨幅。这一鲜明的对比进一步凸显了Ark在英伟达投资上的失误，并引发了市场对其未来投资策略的关注。</p>\n<div>\n<div>\r\n            责任编辑：史文瑞\r\n          </div>\n</div>\n</div></body></html>","source":"jinrongjie_highlight","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”警告：英伟达面临加剧的竞争，自家基金错失涨势</title>\n<style 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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”警告：英伟达面临加剧的竞争，自家基金错失涨势\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-08 02:47 北京时间&nbsp;&nbsp;&nbsp;<a href=https://usstock.jrj.com.cn/2024/03/08024739773428.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在周四致股东的一封信中，Ark Invest首席执行官兼首席投资官凯西•伍德（Cathie Wood）发出了对英伟达未来竞争的警示。她指出，与互联网时代的思科不同，英伟达当前正面临日益激烈的竞争压力。伍德在信中表示：“从长远来看，与思科的历史轨迹相异，英伟达的竞争环境可能会更加严峻。这不仅仅是因为（超微设备）正在逐步取得市场成功，更关键的是，英伟达的主要客户——包括云服务提供商和特斯拉等公司——...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2024/03/08024739773428.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0109392836.USD":"富兰克林科技股A","LU0056508442.USD":"贝莱德世界科技基金A2","BK4529":"IDC概念","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4549":"软银资本持仓","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA 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Wood）发出了对英伟达未来竞争的警示。她指出，与互联网时代的思科不同，英伟达当前正面临日益激烈的竞争压力。伍德在信中表示：“从长远来看，与思科的历史轨迹相异，英伟达的竞争环境可能会更加严峻。这不仅仅是因为（超微设备）正在逐步取得市场成功，更关键的是，英伟达的主要客户——包括云服务提供商和特斯拉等公司——正在积极设计自主的人工智能芯片。”这一观点凸显了伍德对英伟达市场地位的担忧，尤其是在人工智能芯片领域。她认为，随着更多公司涉足这一领域并寻求自给自足，英伟达可能会面临来自多方面的竞争挑战。然而，值得注意的是，伍德及其旗下的Ark Invest在近期却未能充分把握英伟达的涨势。据悉，在截至2023年1月的两个月内，Ark的旗舰基金Ark Innovation ETF（ARKK）减持了高达772,884股的英伟达股份。与此同时，备受瞩目的ChatGPT技术也正式推出。按照英伟达周三的收盘价计算，这笔减持交易的价值原本高达6.85亿美元。然而，实际上Ark在这段时间内通过减持所获得的资金仅为这一数额的约六分之一，这无疑让投资者对Ark的投资决策产生了质疑。今年以来，Ark Innovation ETF的表现并不理想，下跌了约4%。相比之下，英伟达的股票却实现了惊人的85%涨幅。这一鲜明的对比进一步凸显了Ark在英伟达投资上的失误，并引发了市场对其未来投资策略的关注。\n\n\r\n            责任编辑：史文瑞","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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