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[虚拟币交流]
“木头姐”投资英伟达以外其他AI股 将比特币长期目标价提高至150万美元 - 转载
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方舟投资管理公司创始人凯茜·伍德表示,英伟达现在是人工智能的“明显”赌注,但她正在购买其他公司的股票,这些公司可以从这一潜在的变革性技术中获得更多收益。4 _( g- Y. d) d3 C
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今年1月,伍德的旗舰基金方舟创新ETF (ARKK)清仓了英伟达的股票,错过了今年该股的大部分涨势,引发了诸多争议。伍德说,现在,这家芯片制造商已经“起飞”,将很多其他将成为人工智能巨大受益者的公司抛在后面。; \$ ^& s9 e% j" D
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她在周一的一次采访中表示:“我们基本上重新配置到其他不那么明显的AI游戏中。英伟达现在非常明显,”并指出英伟达目前的股价是营收的25倍。
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尽管伍德在她的几只较小的基金中仍持有英伟达,但今年该股上涨了218%,其旗舰基金ARKK的投资者大多被排除在外。7 @0 m+ J9 O3 C- P
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伍德还说,ARKK的最大重仓股特斯拉是“最大的人工智能投资机会”。她说,她最好的新投资想法是在Teradyne公司,这是一家设计半导体测试产品和服务的公司。8 w* R$ l r- S5 v8 V
( V3 a) ^- z6 l; ^ z7 @2 j* u这位投资经理还大幅上调了她的比特币长期目标价,从原来的100万美元提高至150万美元,并表示她对Coinbase (ARKK的第二大持股)“非常乐观”,此前法官裁定Ripple Labs的XRP代币在交易所出售给散户投资者时不属于证券。4 o6 Z. c5 k* S3 K8 j
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过去一个月,伍德的几乎每只ETF都吸引了正资金流入,仅在上周,旗舰基金ARKK就吸引了2.47亿美元的净流入。不过,今年迄今,除了一只ETF外,其余基金都出现了净流出,尽管它们的业绩有所回升。1 u5 Q. H( v/ b* H6 s: X
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游戏最后一段话觉得是有道理的,但是在我面前就难以实现,毕竟运气太差了。 |
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