Cathie Wood's Ark Invest Swoops In To Buy AMD Shares As Nvidia Looms Large
Cathie Wood's Ark Invest Swoops In To Buy AMD Shares As Nvidia Looms Large
The analyst noted sustained strength in traditional server and AI, with AMD's competitor, Blackwell from On Wednesday, Cathie Wood-led Ark Invest made a significant move in the semiconductor sector, with a notable purchase of shares in $Advanced Micro Devices (AMD.US)$. This trade comes amidst a dynamic landscape in the semiconductor industry, with AMD showing resilience.
周三，凯西·伍德领导的Ark Invest在半导体领域采取了重大举措，大幅购买了半导体领域的股票 $美国超微公司 (AMD.US)$。该交易是在半导体行业动态格局中进行的，AMD表现出弹性。
The AMD Trade
AMD 的交易
On Wednesday, $ARK Autonomous Technology & Robotics ETF (ARKQ.US)$ and $ARK Space Exploration & Innovation ETF (ARKX.US)$ purchased a total of 3,000 shares of AMD, valued at approximately $513,060 based on the closing price of $171.02 on the day of the trade. This move comes in the wake of a KeyBanc analyst's mixed quarterly supply chain findings for the semiconductor sector, with AMD standing out in the pack.
星期三， $ARK Autonomous Technology & Robotics ETF (ARKQ.US)$ 和 $ARK Space Exploration & Innovation ETF (ARKX.US)$ 共购买了3,000股AMD股票，按交易当天的收盘价171.02美元计算，价值约513,060美元。此举是在KeyBanc分析师对半导体行业的季度供应链调查结果喜忧参半之后采取的，其中AMD脱颖而出。
The analyst noted sustained strength in traditional server and AI, with AMD's competitor, Blackwell from $NVIDIA (NVDA.US)$ Corp (NASDAQ:NVDA), set to launch in the fourth quarter without further delays.
这位分析师指出，传统服务器和人工智能领域持续走强，而AMD的竞争对手Blackwell来自 $英伟达 (NVDA.US)$ 公司（纳斯达克股票代码：NVDA）定于第四季度上市，不会再拖延。
Nvidia, despite concerns over AI spending, has continued to defy expectations and approached Apple's market capitalization.
尽管对人工智能支出感到担忧，但英伟达继续违背预期，接近苹果的市值。
Recently, AMD CEO Lisa Su highlighted the potential shift toward custom AI chips offering greater efficiency and lower costs, hinting at competition with Nvidia. While Nvidia remains dominant with GPUs for AI and gaming, Su emphasized the future will involve diverse chip architectures, with AMD focusing on mainstream GPUs and data center growth.
最近，AMD 首席执行官 Lisa Su 强调了向定制人工智能芯片的潜在转变，以提供更高的效率和更低的成本，暗示将与 Nvidia 竞争。尽管Nvidia在用于人工智能和游戏的GPU方面仍然占据主导地位，但苏强调未来将涉及不同的芯片架构，而AMD则专注于主流GPU和数据中心增长。
Other Key Trades:
其他关键交易：
Ark Invest's ARKG and ARKK funds bought a total of 425,213 shares of $Recursion Pharmaceuticals (RXRX.US)$. The ARKG fund also purchased 17,542 shares of $10x Genomics (TXG.US)$.
Ark Invest 的 ARKG 和 ArkK 基金共购买了 425,213 股股票 $Recursion Pharmaceuticals (RXRX.US)$。ARKG基金还购买了17,542股股票 $10x Genomics (TXG.US)$。
Meanwhile, ARKQ sold shares of $Markforged (MKFG.US)$ and bought shares of $Blade Air Mobility (BLDE.US)$. The ARKX fund followed suit, selling shares of Markforged and buying shares of Blade Air Mobility.
同时，ARKQ出售了以下股票 $Markforged (MKFG.US)$ 并购买了股票 $Blade Air Mobility (BLDE.US)$。ARKX基金紧随其后，出售了Markforged的股票并购买了Blade Air Mobility的股票。
This story was generated using Benzinga Neuro and edited by Shivdeep Dhaliwal
这个故事是使用 Benzinga Neuro 创作的，由 Shivdeep Dhaliwal 编辑
