错过了英伟达的3万亿，木头姐仍自信宣称其基金AI优势仍存

东方财富网06-07

华尔街明星投资人、“木头姐”凯茜·伍德最新表示，虽然去年削减了英伟达股票的持仓，但她管理的方舟投资管理公司（ARK Investment Management）仍在人工智能资产的配置方面处于有利地位。　　“木头姐”在2020年和2021年曾一度名声大噪，甚至被吹嘘为“女版巴菲特”。当时由于美联储利率较低和散户风险偏好高涨，伍德的基金集中押注于投机性很强的科技公司，获得了巨大回报。　　不过在此之后，...

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exist","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/a3a4bf42b41034460a96463ba925d68b","symbols_score_info":{"ARKK":1.1,"NVDA":1},"content_text":"华尔街明星投资人、“木头姐”凯茜·伍德最新表示，虽然去年削减了英伟达股票的持仓，但她管理的方舟投资管理公司（ARK Investment Management）仍在人工智能资产的配置方面处于有利地位。　　“木头姐”在2020年和2021年曾一度名声大噪，甚至被吹嘘为“女版巴菲特”。当时由于美联储利率较低和散户风险偏好高涨，伍德的基金集中押注于投机性很强的科技公司，获得了巨大回报。　　不过在此之后，伍德“昏招频出”，其中最知名的操作就属减持英伟达，她曾多次表示“英伟达的估值太高了”。昨日，英伟达股价再度暴涨超5%，总市值一举突破3万亿美元的同时还超过了苹果公司，位居全球第二。　　伍德在最新的采访中说道，她的基金“对后起之秀有很多敞口”，拥有更专业的投资组合，并且公司仍持有英伟达。根据cathiesark.com追踪的数据，英伟达占方舟投资旗下基金的持仓比例不到0.5%，与之相比，特斯拉高达8.55%。　　伍德解释称，她早于2014年就买入了英伟达，当时的交易价格约为每股4美元，之后旗舰基金ARK Innovation ETF（ARKK）就一直持有该股，直至其股价触及400美元左右。但在去年大涨之前，她卖出了大部分头寸。　　她解释道：“我们曾告诉自己，如果英伟达要继续这样上涨，它会让很多其他公司受益，我们便开始研究那些其他公司可能是什么。”“我们确实抽身了，这有点像是表明我们的态度。”　　伍德认为，半导体行业的比赛还没有结束，但随着各家公司重新评估人工智能战略，投资领域可能会出现暂时的停顿。她补充称，方舟投资曾预计会在Q1财报季看到顺风，但赛富时等公司未能做到这一点。赛富时公布财报当天股价暴跌近20%。　　伍德还指出，自动驾驶将是“地球上最大的人工智能项目”，这也是她持续押注特斯拉公司的原因。先前她曾表示，通用和福特等同行可能会因盈利问题收缩电动汽车计划，特斯拉已准备好抢占更多市场份额。　　在去年的一项分析中，方舟投资估计特斯拉将在2027年达到每股2000美元，最乐观能触及2500美元，最悲观也能达到1400美元。与之相比，目前特斯拉股价位于每股175美元附近。　　5月下旬，Ark Venture 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