全球宕机引发暴跌之际，“木头姐”大手笔“抄底”CrowdStrike！_老虎社区_美港股上老虎

全球宕机引发暴跌之际，“木头姐”大手笔“抄底”CrowdStrike！

华尔街见闻07-20

周五，全球性IT系统瘫痪引发了市场动荡，其“始作俑者”网络安全公司CrowdStrike暴跌超11%，而著名投资人木头姐Cathie Wood管理的ARK ETF却逆市抄底了CrowdStrike。当地时间7月19日，木头姐旗下方舟投资通过其ARKW和ARKF ETF逆势买入了价值约1324万美元的38595股CrowdStrike股票。除了增持CrowdStrike外，ARK还增持了软件开发...

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CrowdStrike!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ARKK":0.9,"FDN":0.74},"content_text":"周五，全球性IT系统瘫痪引发了市场动荡，其“始作俑者”网络安全公司CrowdStrike暴跌超11%，而著名投资人木头姐Cathie Wood管理的ARK ETF却逆市抄底了CrowdStrike。\n当地时间7月19日，木头姐旗下方舟投资通过其ARKW和ARKF ETF逆势买入了价值约1324万美元的38595股CrowdStrike股票。\n除了增持CrowdStrike外，ARK还增持了软件开发平台GitLab Inc的股份，通过ARKW ETF买入了38519股股票，价值略高于200万美元。\n在卖出方面，ARK减持了几家公司的股份，包括继续卖出Coinbase股票，并且继周四卖出后，进一步抛售了价值近439万美元的特斯拉股票。\n值得注意的是，本次全球性IT技术故障也导致特斯拉暂停了某些生产线，公司员工尚未被告知何时才能复工复产。\n但马斯克的态度则与木头姐截然不同，他表示，\n\n已经从所有系统中删除了CrowdStrike，Crowdstrike根本没有推出新版本。并警告称此次IT中断引发“汽车供应链陷入瘫痪”。\n\n\n分析师的态度也各异，Wedbush Securities分析师Dan Ives表示：\n\n“这对CrowdStrike来说显然是一个重大的打击，该股将面临压力。...这一事件源于技术更新，而不是黑客或网络安全威胁，这将更令人担忧。”\n\n也有分析师认为，虽然周五的事件对CrowdStrike造成了损害，但他们预计竞争对手不会因此事件而夺走太多市场份额。摩根大通的分析师表示：\n\n“客户最初会感到不安，但该公司已经接管了这一问题...故障发生了，而且规模很大，但我们认为CrowdStrike的尽职尽责和高效反应将有所帮助。”\n\n前网络安全投资者、现经营安全初创公司Gusto的Ben Bernstein表示，他计划暂时继续使用CrowdStrike。\n另外，ARK也对一些公司的持股进行了小规模调整，包括抛售了UiPath Inc和买入Oklo Inc，后者是ARK过去一周的持续买入，体现了该公司投资策略的潜在趋势。风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":1,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false}}