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 Inc (AMD). This trade comes amidst a dynamic landscape in the semiconductor industry, with AMD showing resilience.
上週三，凱西·伍德領導的Ark Invest在半導體板塊做出重大舉動，以顯著購買了美國超微公司（AMD）股票。這一交易發生在半導體行業形勢多變的背景下，AMD展現出了強大的韌性。
The AMD Trade
AMD交易
On Wednesday, ARK Autonomous Technology & Robotics ETF (BATS:ARKQ) and ARK Space Exploration & Innovation ETF (BATS:ARKX) 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.
上週三，Ark自主科技和機器人ETF（BATS:ARKQ）以及Ark太空探索與創新ETF（BATS:ARKX）購買了總共3,000股AMD，根據交易當日收盤價171.02美元計算，價值約513,060美元。此舉是基於KeyBanc分析師發佈的半導體行業季度供應鏈報告後所採取的。在該報告中，AMD脫穎而出。
The analyst noted sustained strength in traditional server and AI, with AMD's competitor, Blackwell from Nvidia Corp (NASDAQ:NVDA), set to launch in the fourth quarter without further delays.
分析師指出，傳統服務器和人工智能領域持續強勁，AMD的競爭對手英偉達公司（NASDAQ:NVDA）的Blackwell計劃在第四季度推出，而不會再延誤。
Nvidia, despite concerns over AI spending, has continued to defy expectations and approached Apple's market capitalization.
儘管存在人工智能支出方面的擔憂，英偉達依然超越預期，並逼近蘋果的市值。
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首席執行官Lisa Su強調了向定製人工智能芯片的潛在轉變，以提供更高效率和更低成本，暗示將與英偉達展開競爭。儘管英偉達在人工智能和遊戲領域的GPU方面仍然占主導地位，Su強調未來將涉及多樣化的芯片架構，而AMD將專注於主流GPU和idc概念增長。
Other Key Trades:
其他關鍵交易：
Ark Invest's ARKG and ARKK funds bought a total of 425,213 shares of Recursion Pharmaceuticals Inc (RXRX). The ARKG fund also purchased 17,542 shares of 10X Genomics Inc (TXG).
Ark Invest的ARKG和ARKk基金共購入了Recursion Pharmaceuticals Inc（RXRX）的425,213股。ARKG基金還購入了10X Genomics Inc（TXG）的17,542股。
Meanwhile, ARKQ sold shares of Markforged Holding Corp (MKFG) and bought shares of Blade Air Mobility Inc (BLDE). The ARKX fund followed suit, selling shares of Markforged and buying shares of Blade Air Mobility.
與此同時，ark arv遊戲基金出售了Markforged Holding Corp（MKFG）的股票，併購入了Blade Air Mobility Inc（BLDE）的股票。ARKX基金緊隨其後，出售了Markforged的股票，併購入了Blade Air Mobility的股票。
譯文內容由第三人軟體翻譯。
