share_log

Cathie Wood-Led Ark Invest's Latest Portfolio Maneuver: Dumps Tesla And Palantir Shares, Buys Amazon And AMD Stock

Cathie Wood-Led Ark Invest's Latest Portfolio Maneuver: Dumps Tesla And Palantir Shares, Buys Amazon And AMD Stock

凱西·伍德領導的ark投資最新投資組合操作:拋售特斯拉和palantir股票,購買亞馬遜和AMD股票
Benzinga ·  11/26 11:06

On Monday, Cathie Wood's Ark Invest made significant trades involving Tesla Inc. (NASDAQ:TSLA), Amazon.com Inc. (NASDAQ:AMZN), Palantir Technologies Inc. (NYSE:PLTR) and Advanced Micro Devices, Inc. (NASDAQ:AMD). These trades were part of a series of strategic moves made by the investment firm.

週一,凱西·伍德的方舟投資進行了涉及特斯拉公司(納斯達克股票代碼:TSLA)、亞馬遜公司(納斯達克股票代碼:AMZN)、Palantir Technologies Inc.(紐約證券交易所代碼:PLTR)和先進微設備公司(納斯達克股票代碼:AMD)的重大交易。這些交易是該投資公司採取的一系列戰略舉措的一部分。

The Tesla Trade

特斯拉交易

Ark Invest sold 20,552 Tesla shares across two of its ETFs. The ARK Innovation ETF (NYSE:ARKK) fund sold 13,136 shares, while the ARK Autonomous Technology & Robotics ETF (BATS:ARKQ) fund sold 7,416 shares. The total value of the sold shares, based on the closing price of $338.59, amounts to approximately $7 million. This move comes amidst news that Tesla vehicles may not be eligible for rebates under a new California consumer rebates proposal, causing Tesla shares to close lower on Monday.

方舟投資通過其兩隻ETF出售了20,552股特斯拉股票。方舟創新ETF(紐約證券交易所代碼:ARKK)基金出售了13,136股股票,而方舟自主技術與機器人ETF(BATS: ARKQ)基金出售了7,416股股票。按338.59美元的收盤價計算,出售股票的總價值約爲700萬美元。此舉是在有消息稱,根據加利福尼亞州一項新的消費者回扣提案,特斯拉汽車可能沒有資格獲得回扣,導致特斯拉股價在週一收盤走低。

The Amazon Trade

亞馬遜貿易

Ark Invest's ARKQ fund bought 19,747 shares of Amazon. The value of this trade, calculated from the closing price of $201.45, is approximately $4 million. This purchase follows Amazon's recent investment of $8 billion in artificial intelligence research and development company, Anthropic. Amazon's partnership with Anthropic is expected to be mutually beneficial, with Anthropic naming Amazon Web Services as its primary training partner and cloud provider.
The Palantir Trade

方舟投資的ARKQ基金購買了亞馬遜的19,747股股票。根據201.45美元的收盤價計算,這筆交易的價值約爲400萬美元。此次收購是在亞馬遜最近向人工智能研發公司Anthropic投資80億美元之後進行的。預計亞馬遜與Anthropic的合作將互惠互利,Anthropic將亞馬遜網絡服務列爲其主要培訓合作伙伴和雲提供商。
Palantir Trade

On Monday, Ark sold 26,047 shares of Palantir worth $1.7 million through its ARKK ETF.

週一,方舟通過其ArkK ETF出售了價值170萬美元的26,047股Palantir股票。

Ark Invest's move to trade in PLTR follows a significant endorsement of the artificial intelligence software sector by Wedbush Securities. The firm's Managing Director, Dan Ives, has predicted that 2025 will be a pivotal year for AI implementation across the industry. This comes as Palantir continues its impressive ascent, having surged 288% year-to-date.

在Wedbush Securities對人工智能軟件行業給予大力支持之後,方舟投資開始交易PLTR。該公司董事總經理丹·艾夫斯預測,2025年將是整個行業實施人工智能的關鍵一年。在此之際,Palantir繼續保持令人印象深刻的上升勢頭,今年迄今已飆升288%。

In a sector-wide upgrade, Ives raised Palantir's price target to $75, signaling broader confidence in the software sector's AI potential. The last close price for PLTR was $64.65, marking a 0.47% increase.

在全行業升級中,艾夫斯將Palantir的目標股價提高至75美元,這表明人們對軟件行業的人工智能潛力更有信心。PLTR的最後收盤價爲64.65美元,上漲了0.47%。

The AMD Trade

AMD 的交易

The Wood-led firm purchased 10,753 shares of AMD worth $1.5 million on Monday. The last close price for AMD was $141.13, marking a 2.01% increase.

這家由伍德領導的公司週一購買了價值150萬美元的AMD10,753股股票。AMD的最後收盤價爲141.13美元,漲幅爲2.01%。

Ark Invest's trade in AMD comes as the company reportedly plans to enter the mobile device market with new accelerated processing unit (APU) chips designed for smartphones. These chips will leverage Taiwan Semiconductor Manufacturing Co's 3nm process, extending Taiwan Semiconductor's order visibility for 3nm production into late 2026.

據報道,Ark Invest收購AMD之際,該公司計劃通過專爲智能手機設計的新型加速處理單元(APU)芯片進入移動設備市場。這些芯片將利用臺灣半導體制造公司的3納米工藝,將臺灣半導體3nm生產的訂單可見度延長至2026年底。

AMD is also boosting its presence in India, with a $400 million investment aimed at enhancing its R&D capabilities and tapping into the burgeoning market.

AMD還通過4億美元的投資來擴大其在印度的影響力,旨在增強其研發能力和開拓新興市場。

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
    搶先評論