Cathie Wood的方舟：押注AMD，在硬幣上發光

Cathie Wood的ARK Invest提高了其AMD持有量，表明對其AI前景的信心，同時在加密市場動態中修剪了硬幣股份。

Cathie Wood's ARK Invest is making moves! Recently, they've been loading up on AMD while trimming their Coinbase (COIN) holdings. What's the deal? Let's dive in.

Cathie Wood的方舟投資正在採取行動！最近，他們在修剪共同庫（Coin）持有的同時一直在AMD上加載。有什麼交易？讓我們潛水。

AMD: An AI Play?

AMD：AI戲？

ARK Invest is clearly bullish on Advanced Micro Devices (AMD). On Monday, they snapped up over 350,000 shares across three of their ETFs: ARKK, ARKW, and ARKF. That's a cool $51.24 million! This move signals confidence in AMD, especially considering the buzz around its new AI chips. Are they trying to catch up to Nvidia? Maybe! The sentiment around AMD improved after better-than-expected Q1 earnings, which could also explain Wood's bet.

ARK Invest顯然對高級微設備（AMD）看漲。週一，他們在其三個ETF中搶購了超過35萬股：ARKK，ARKW和ARKF。這是一個很酷的5124萬美元！此舉標誌著對AMD的信心，尤其是考慮到其新的AI芯片周圍的嗡嗡聲。他們是否想趕上Nvidia？或許！在超過預期的第一季度收入之後，AMD的情緒得到了改善，這也可以解釋伍德的賭注。

While analysts give AMD a "Moderate Buy" rating, the average price target suggests a slight downside. Still, Wood is clearly playing the long game.

儘管分析師將AMD給予“中等買入”評級，但平均價格目標表明略有缺點。儘管如此，伍德顯然在玩漫長的比賽。

COIN Offload: Taking Profits or Seeing Trouble?

硬幣卸載：獲取利潤還是看到麻煩？

On the flip side, ARK has been reducing its stake in Coinbase Global (COIN). They offloaded 124,892 shares on Monday alone, raking in $44.14 million. This isn't a one-off thing either; they've been trimming COIN for a few days now. Even though ARK maintains Coinbase as its second-largest portfolio holding, this reduction is notable.

另一方面，方舟一直在減少其在Coinbase Global（Coin）中的股份。他們僅在周一僅卸下124,892股股票，售價為4414萬美元。這也不是一次性的事情。他們已經修剪了幾天的硬幣。即使方舟將Coinbase保留為其第二大投資組合持有，但這種減少還是值得注意的。

Interestingly, this sale happened even after Bernstein gave COIN a sky-high price target and an "Amazon of crypto" endorsement. Wood herself noted that Bitcoin investors might face mortgage hurdles, potentially pushing them towards regulated exchanges like Coinbase. So, is she taking profits, or does she foresee challenges ahead for COIN?

有趣的是，即使在伯恩斯坦（Bernstein）給硬幣的價格目標和“加密貨幣的亞馬遜”認可之後，這次交易也發生。伍德本人指出，比特幣投資者可能會面臨抵押貸款的障礙，有可能將他們推向像Coinbase這樣的受監管交流。那麼，她是在獲利，還是預見到硬幣的挑戰？

ARK's Strategy: A Broader Perspective

方舟策略：更廣泛的觀點

These trades highlight ARK's dynamic investment strategy. They're not afraid to make bold moves, shifting their portfolio based on emerging trends and their own research. The move to invest in AMD reflects confidence in AMD’s AI development prospects, particularly as AMD expands its collaboration in AI, digital infrastructure, and cloud computing. The sale of COIN shares may suggest a more cautious stance on crypto's near-term potential, despite its long-term conviction.

這些交易突出了ARK的動態投資策略。他們不怕做出大膽的動作，根據新興趨勢和自己的研究來轉移投資組合。投資AMD的舉動反映了對AMD AI開發前景的信心，尤其是當AMD擴大其在AI，數字基礎架構和雲計算方面的協作時。銷售硬幣股的出售可能表明，儘管有長期的信念，但對加密貨幣的近期潛力的立場更加謹慎。

Final Thoughts

最後的想法

So, there you have it. Cathie Wood's ARK Invest is playing chess, not checkers. They're loading up on AMD, possibly betting on its AI future, while strategically trimming COIN. Whether you agree with her moves or not, one thing's for sure: it's always interesting to watch what ARK is doing. Now, if you'll excuse me, I'm off to check my own portfolio… maybe I should buy some AMD!

所以，你有。 Cathie Wood的ARK Invest正在下棋，而不是Checkers。他們正在加載AMD，可能會押注其AI的未來，同時在戰略上修剪硬幣。無論您是否同意她的舉動，一件事都可以肯定：看著方舟在做什麼總是很有趣。現在，如果您能原諒我，我要去檢查自己的投資組合……也許我應該購買一些AMD！