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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”再谈英伟达：短期内将面临挑战\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-11 13:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2024-07-11/doc-incctvaz5357792.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在最近的一封致投资者信中，方舟投资管理公司CEO凯茜·伍德强调了对英伟达的早期投资在她的公司业绩中的关键作用，尽管她认为英伟达在短期内面临挑战。伍德在信中强调，自2014年10月ARK成立以来，英伟达对该公司的业绩做出了重大贡献。她认为英伟达是人工智能领域的关键参与者。伍德写道：“早些时候，我们认为英伟达是人工智能领域首屈一指的‘铁镐和铁锨’故事。”所谓“铁镐和铁锨”，指的是在淘金热中靠贩卖铁镐、...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-07-11/doc-incctvaz5357792.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c38a7953142c526075c70e1c60b66d60","relate_stocks":{"NVDA":"英伟达","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4527":"明星科技股","BK4543":"AI","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4141":"半导体产品","BK4503":"景林资产持仓","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4549":"软银资本持仓","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0056508442.USD":"贝莱德世界科技基金A2","LU0080751232.USD":"富达环球多元动力基金A"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-07-11/doc-incctvaz5357792.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2450807320","content_text":"在最近的一封致投资者信中，方舟投资管理公司CEO凯茜·伍德强调了对英伟达的早期投资在她的公司业绩中的关键作用，尽管她认为英伟达在短期内面临挑战。伍德在信中强调，自2014年10月ARK成立以来，英伟达对该公司的业绩做出了重大贡献。她认为英伟达是人工智能领域的关键参与者。伍德写道：“早些时候，我们认为英伟达是人工智能领域首屈一指的‘铁镐和铁锨’故事。”所谓“铁镐和铁锨”，指的是在淘金热中靠贩卖铁镐、铁锨发家而不是以淘金发家的策略。尽管最近市场波动，ARK的下一代互联网ETF（ARKW）继续持有英伟达的股票，截至6月28日，英伟达在该基金的权重为1.39%。伍德承认OpenAI的“ChatGPT时刻”对英伟达的影响，这恰逢美联储大幅加息，导致投资者对英伟达和其他现金充裕的股票的兴趣激增，也促使ARK寻求对人工智能革命进行多元化投资。她还指出，疲软的宏观环境和长期的企业战略决策给软件公司带来了挑战。尽管如此，伍德仍然看好人工智能投资，认为人工智能是一个基础创新平台，将为许多技术和新公司创造价值。伍德写道：“鉴于短期预期过高，甚至可能无法实现，客户可能会重新评估他们的人工智能战略，导致英伟达的业务在短期内出现一些消化不良。”英伟达股价周三收于134.91美元，上涨2.69%。在盘后交易中，该股上涨0.51%。今年迄今，英伟达股价飙升了180.07%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":550,"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":8,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/326600234176632"}