Tojsiab
Cathie Wood's Ark Invest splurged ntawm shares ntawm Nvidia rau hnub Monday tom qab lub gaming-focused chipmaker ceeb toom nws yuav tsis tau cov nyiaj tau los kwv yees lub quarter dhau los - ob npaug rau ntawm ib tug loj peev peev txawm li ib tug zuj zus ntawm semiconductor stocks ceeb toom tsis muaj zog economic tej yam kev mob yuav ua rau cov nyiaj tau los tsis txaus. xyoo no.
Cathie Wood qhov kev sib tw zaum kawg los tom qab Nvidia ceeb toom macroeconomic headwinds coj mus rau cov nyiaj tau los … [+]
Duab los ntawm David Yellen / The Forbes Collection
Cov Lus Tseem Ceeb
Raws li Ark cov ntawv tshaj tawm kev lag luam niaj hnub, peb lub tuam txhab cov nyiaj, suav nrog nws cov khoom lag luam zoo tshaj plaws Ark Innovation ETF, tau yuav ib qho kev sib koom ua ke 366,982 ntawm Nvidida hnub Monday, sawv cev rau ib ceg txheem ntseeg muaj nqis txog $ 65 lab raws li cov khoom lag luam kaw.
Cov kev hloov pauv tuaj nyob rau tib hnub Nvidia muab tawm Daim ntawv tshaj tawm txog nyiaj tau los ua ntej hais tias nws xav tias cov nyiaj tau los poob 19% rau $ 6.7 nphom hauv lub quarter dhau los, qis dua qhov kev kwv yees ntawm $ 8.1 nphom hauv lub Tsib Hlis, vim "kev lag luam kev lag luam nyuaj" thiab "kev lag luam nyuaj uas xav tias yuav pheej mus rau lub quarter thib peb."
Shares ntawm Silicon Valley-raws li Nvidia plunged 6.3% mus txog $ 178 tom qab tso tawm, so ntau tshaj $ 40 nphom hauv kev lag luam tus nqi thiab thawb cov khoom lag luam poob 41% rau xyoo, piv rau 20% poob rau tech-hnyav Nasdaq.
Ark tam sim no tuav 763,867 shares ntawm Nvidia muaj nqis ze li ntawm $ 136 lab hauv nws cov peev txheej, muab tso rau hauv nws cov 25 qhov tseem ceeb tshaj plaws.
Lwm tus chipmaker txij li tau los tom ntej nrog qhov tsis zoo cov nyiaj tau los hloov tshiab: Hnub Tuesday sawv ntxov, Idaho-based Micron Technology ceeb toom nws cov nyiaj tau los tom ntej peb lub hlis twg "yuav tuaj rau ntawm lossis qis dua qhov kawg" ntawm qhov kev kwv yees tau tshaj tawm rau Lub Rau Hli 30, raws li kev cuam tshuam muab saw kev txwv thiab macroeconomic yam.
Hauv emailed lus, tus kws tshuaj ntsuam Adam Crisafulli ntawm Vital Knowledge tau hais tias cov lus tshaj tawm qhia txog kev lag luam uas "tsis muaj zog ntxiv," sau tseg Micron tau hais tias nws cia siab tias qhov mob yuav nyob mus txog lub quarter tom ntej thiab ntxiv tias cov tuam txhab muag lawv cov chips rau computer- thiab smartphone- cov neeg tsim khoom raug kev txom nyem tshwj xeeb, raws li cov neeg siv khoom hu rov qab ntawm kev siv nyiaj.
Tus Keeb Kwm Tseem Ceeb
Ntoo cov nyiaj, uas Ark hais tias tsom mus rau "kev cuam tshuam kev tsim kho tshiab," tau tawm tsam thaum cov khoom lag luam tech poob qis hauv tus nqi. Lub tuam txhab lub tuam txhab Innovation ETF tau vau 59% nyob rau hauv lub xyoo dhau los, nrog rau sab saum toj tuav xws li Zoom Video Communications thiab Roku cratering ntau npaum li 80%. "Dab tsi peb pom hauv cov txiaj ntsig nyiaj tau los no yog tias peb nyob hauv kev poob qis," Wood hais rau CNBC lub lim tiam dhau los, ntxiv tias nws cov nyiaj yuav tsum ib zaug dua outperform lub lag luam ib zaug cov nyiaj txiag mob subsides.
Tsis meej
Wood txoj kev nqis peev kuj tuaj tom qab Thawj Tswj Hwm Joe Biden tau kos npe rau $ 280 billion pob tsim los txhawb kev tsim cov microchip hauv tsev thiab ua rau Asmeskas muaj kev sib tw nrog Tuam Tshoj. Daim nqi no muaj $ 52.7 nphom hauv cov nyiaj pab rau Asmeskas cov khoom siv hluav taws xob, thiab nws kuj tsim tau 25% se credit rau cov neeg tsim khoom semiconductor.
ntxiv nyeem ntawv
Ark Invest CEO Cathie Wood's Net Tsim Nyog Slashed Los ntawm 65% Raws li Tech Bets Sour Hauv 2022 (Forbes)
Source: https://www.forbes.com/sites/jonathanponciano/2022/08/09/cathie-woods-ark-invest-buys-60-million-in-nvidia-stock-after-chipmakers-40-billion-plunge/