先卖英伟达、再卖台积电，“木头姐”看到了什么？_老虎社区_美港股上老虎

先卖英伟达、再卖台积电，“木头姐”看到了什么？

华尔街见闻02-26

英伟达炸裂的业绩也未能说服木头姐重拾对AI硬件的信心，在进一步削减对英伟达敞口的同时，两年多来首次抛售台积电。2月26日，媒体报道称，华尔街明星基金经理、方舟投资管理公司的CEO“木头姐”凯茜·伍德（Cathie Wood)管理的Ark自主技术和机器人ETF（ARKQ）上周五卖出了8599份台积电美国存托凭证(ADR)，为2021年底以来首次减持。就在同一日，该ETF还卖出了2362股英伟达股票...

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。

龙腾虎乐
·02-27
木头姐看到了沉香[开心] [开心] [开心]
回复
1
举报
多多吃苹果
·02-26
木姐自己玩吧。
回复
2
举报
布丁成长日记
·02-26
她的所谓神话是赶上了美联储超级放水，潮水退了之后…
回复
3
举报
收起
- Hsuhsuhsu:
  这货还不如佩洛西
  02-27
  回复
  举报
JustinWu
·02-26
要不要脸？
回复
点赞
举报

热议股票

7x24

全部

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/1108113519?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/2bac572b0a8b519ec28258665395e680","is_english":false,"pubTime":"2024-02-26 22:04","share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","id":"1108113519","market":"us","top_or_hot":-1,"title":"先卖英伟达、再卖台积电，“木头姐”看到了什么？","media":"华尔街见闻","content":"<div>\n<p>英伟达炸裂的业绩也未能说服木头姐重拾对AI硬件的信心，在进一步削减对英伟达敞口的同时，两年多来首次抛售台积电。2月26日，媒体报道称，华尔街明星基金经理、方舟投资管理公司的CEO“木头姐”凯茜·伍德（Cathie Wood)管理的Ark自主技术和机器人ETF（ARKQ） 上周五卖出了8599份台积电美国存托凭证(ADR)，为2021年底以来首次减持。就在同一日，该ETF还卖出了2362股英伟达股票...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3709068\">网页链接</a>\n\n</div>\n","source":"live_wallstreetcn","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>先卖英伟达、再卖台积电，“木头姐”看到了什么？</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先卖英伟达、再卖台积电，“木头姐”看到了什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-26 22:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3709068><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达炸裂的业绩也未能说服木头姐重拾对AI硬件的信心，在进一步削减对英伟达敞口的同时，两年多来首次抛售台积电。2月26日，媒体报道称，华尔街明星基金经理、方舟投资管理公司的CEO“木头姐”凯茜·伍德（Cathie Wood)管理的Ark自主技术和机器人ETF（ARKQ） 上周五卖出了8599份台积电美国存托凭证(ADR)，为2021年底以来首次减持。就在同一日，该ETF还卖出了2362股英伟达股票...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3709068\">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":"TSM","symbol_name":"台积电","start_time":0,"source_url":"https://wallstreetcn.com/articles/3709068","article_id":"1108113519","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/2bac572b0a8b519ec28258665395e680"],"rights":{"source":"live_wallstreetcn","url":"https://wallstreetcn.com/articles/3709068","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1108113519","pubTimestamp":1708956266,"sourceInfo":{"source_id":"live_wallstreetcn","name":"华尔街见闻"},"weMediaInfo":null,"summary":"英伟达炸裂的业绩也未能说服木头姐重拾对AI硬件的信心。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"TSM":"台积电","NVDA":"英伟达"},"translate_title":"Sell NVIDIA first, then TSMC. What did \"Sister Wood\" see?","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/125b01ef2be353b7e26ac4c0e1da0538","symbols_score_info":{"NVDA":1.1,"TSM":1.1},"content_text":"英伟达炸裂的业绩也未能说服木头姐重拾对AI硬件的信心，在进一步削减对英伟达敞口的同时，两年多来首次抛售台积电。2月26日，媒体报道称，华尔街明星基金经理、方舟投资管理公司的CEO“木头姐”凯茜·伍德（Cathie Wood)管理的Ark自主技术和机器人ETF（ARKQ） 上周五卖出了8599份台积电美国存托凭证(ADR)，为2021年底以来首次减持。就在同一日，该ETF还卖出了2362股英伟达股票。按2月23日周五的收盘价计算，ARKQ出售的台积电股票价值约为111.38万美元，出售的英伟达股票价值达到186.17万美元。根据2月26日方舟资管官网显示，ARKQ在减持后持有166269份台积电的美国存托凭证，占其投资组合的2.39%；持有29060股英伟达股票，占其投资组合的2.54%。台积电和英伟达均跌出了该基金的前10大持仓名单。此前木头姐谈及抛售英伟达的原因时曾指出，AI给硬件销售带来的收入增长只是一部分，软件销售的潜在市场和收入将远远大于硬件，“每售出1美元的AI硬件，将会让AI软件产生10美元的收入。”木头姐：英伟达涨过了，看好冷门软件股值得注意的是，木头姐曾多次指出，未来AI的发展将改变游戏规则，话虽如此，她并不看好英伟达领导的AI硬件浪潮，几乎全年都在抛售英伟达的股票。木头姐认为，英伟达是一个周期性非常强的股票，市场对其的盈利预期过于乐观，当前股价涨过了头，回调的情况会再次发生，竞争加剧和库存调整也将给英伟达带来新的挑战。过去12个月英伟达涨幅达到了238%，其主要的合作伙伴台积电在美股也上涨了25%，今年以来，英伟达的涨幅就达到了59%。反观木头姐旗下的旗舰基金，错失英伟达后，ARK创新ETF（ARKK）今年迄今累计下跌近8%；ARKQ今年迄今下滑了超9%。木头姐在抛售英伟达的同时，押注UiPath和Twilio等较少被提及的冷门软件公司的增长潜力。其中，Twilio公司的股价在2月中旬惨遭滑铁卢大跌超18%。木头姐称，自己重仓的AI云通信服务商Twilio，股价只有营收的两倍，未来也大有可为。而且很多人都不知道Twilio在为Uber提供通信服务。她说：“Twilio现在每年大约有1万亿次消费者业务互动。”","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":278543411916912,"gmtCreate":1709013620595,"gmtModify":1709013622532,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","vip":1,"hat":"https://static.tigerbbs.com/622fc56f7e67b5729addb4e78a195511","crmLevel":6,"crmLevelSwitch":1,"idStr":"3482550532367433","authorIdStr":"3482550532367433"},"htmlText":"木头姐看到了沉香[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;&nbsp;","listText":"木头姐看到了沉香[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;&nbsp;","text":"木头姐看到了沉香[开心] [开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/278543411916912","repostId":1108113519,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":278248714354776,"gmtCreate":1708958026477,"gmtModify":1708958028265,"author":{"id":"3545282499782202","authorId":"3545282499782202","name":"多多吃苹果","avatar":"https://static.tigerbbs.com/432a70f360f69c451f37da889cb769b3","vip":1,"crmLevel":9,"crmLevelSwitch":0,"idStr":"3545282499782202","authorIdStr":"3545282499782202"},"htmlText":"木姐自己玩吧。","listText":"木姐自己玩吧。","text":"木姐自己玩吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/278248714354776","repostId":1108113519,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":278245711093888,"gmtCreate":1708957182772,"gmtModify":1708959820830,"author":{"id":"3575268079227397","authorId":"3575268079227397","name":"布丁成长日记","avatar":"https://static.tigerbbs.com/ad4d28cdf4fac6ccbfb39947846e3dcc","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3575268079227397","authorIdStr":"3575268079227397"},"htmlText":"她的所谓神话是赶上了美联储超级放水，潮水退了之后…","listText":"她的所谓神话是赶上了美联储超级放水，潮水退了之后…","text":"她的所谓神话是赶上了美联储超级放水，潮水退了之后…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/278245711093888","repostId":1108113519,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":278679608017160,"gmtCreate":1709046808656,"gmtModify":1709046812361,"authorId":45264005313516,"author":{"id":45264005313516,"idStr":"45264005313516","authorId":45264005313516,"name":"Hsuhsuhsu","avatar":"https://static.laohu8.com/32f400440a653fc5e30475aa355e8f3a","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":278245711093888,"type":1,"supId":0,"prevId":0,"content":"这货还不如佩洛西","text":"这货还不如佩洛西","html":"这货还不如佩洛西"}],"langContent":"CN"},{"id":278245053227176,"gmtCreate":1708957022307,"gmtModify":1708959820680,"author":{"id":"4094963079349400","authorId":"4094963079349400","name":"JustinWu","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4094963079349400","authorIdStr":"4094963079349400"},"htmlText":"要不要脸？","listText":"要不要脸？","text":"要不要脸？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/278245053227176","repostId":1108113519,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":6,"commentSize":4,"repostSize":2,"favoriteSize":8,"likeStatus":false,"favoriteStatus":false}}