凯茜·伍德(Cathie Wood)进行讨价还价:1“宏伟的七”人工智能(AI)股票,她在纳斯达克出售期间无法通过|Motley傻瓜
2025-04-12 20:18:00
Cathie Wood's Ark Invest recently increased its holdings in Nvidia (NVDA) amid the Nasdaq sell-off, purchasing approximately 341,000 shares between April 7 and 8. Despite previous sales of NVDA stock, Wood is now optimistic about Nvidia’s growth prospects, driven by strong demand for AI accelerator chips from major tech companies like Amazon, Alphabet, Microsoft, and Meta Platforms.NVIDIA的Blackwell GPU架构也超出了预期,使公司对AI行业的长期增长很好地定位了公司。尽管NVDA的交易历史上低约为39倍,但伍德认为这是一个适当的投资,尽管市场波动。