Cathie Wood's Ark Invest Buys Shares Of Tesla Rival BYD, Continues Accumulating Palantir — Also Acquires AMD Shares
Cathie Wood's Ark Invest Buys Shares Of Tesla Rival BYD, Continues Accumulating Palantir — Also Acquires AMD Shares
On Tuesday, Cathie Wood-led Ark Invest made significant trades, with the most prominent ones involving BYD Co Ltd (OTC:BYDDY) and Palantir Technologies Inc (NYSE:PLTR).
週二，凱西·伍德領導的Ark Invest進行了大量交易，其中最著名的交易涉及比亞迪有限公司（場外交易代碼：BYDDY）和帕蘭蒂爾科技公司（紐約證券交易所代碼：PLTR）。
The BYD Co. Trade
比亞迪公司貿易
Ark Invest, through its ARK Autonomous Technology & Robotics ETF (BATS:ARKQ), purchased 18,748 shares of BYD Co Ltd. Based on the closing price of $54.47 on the same day, the estimated value of this trade is approximately $1.02 million. This move comes in the wake of a debate between the late billionaire investor Charlie Munger and Wood over the superiority of Tesla, Inc and BYD in the electric vehicle market.
方舟投資通過其方舟自主技術與機器人ETF（BATS: ARKQ）購買了比亞迪有限公司的18,748股股票，按當天54.47美元的收盤價計算，該交易的估計價值約爲102萬美元。此舉是在已故的億萬富翁投資者查理·芒格和伍德就特斯拉公司和比亞迪在電動汽車市場的優勢展開辯論之後採取的。
Wood had defended Tesla, a key holding of Ark Innovation ETF, arguing that the lower costs associated with technologically enabled innovation in batteries and drivetrains would cause a boom in unit demand. This move by Ark Invest may indicate a broader strategy to capitalize on the growing electric vehicle market.
伍德曾爲方舟創新ETF的主要持股公司特斯拉辯護，認爲與電池和傳動系統技術創新相關的較低成本將導致單位需求激增。Ark Invest的這一舉動可能表明了利用不斷增長的電動汽車市場的更廣泛戰略。
The Palantir Trade
Palantir Trade
Ark Invest also made a significant move in Palantir purchasing 45,453 shares through its ARKQ ETF. With a closing price of $21.97 on the same day, the trade is valued at approximately $1 million. This follows a previous acquisition of Palantir shares ahead of the company's first-quarter earnings report, scheduled for May 5, 2024.
方舟投資還採取了重大舉措，Palantir通過其ARKQ ETF購買了45,453股股票。該交易當天的收盤價爲21.97美元，價值約爲100萬美元。在此之前，該公司在定於2024年5月5日發佈第一季度業績之前收購了Palantir的股票。
Analysts expect Palantir to report earnings per share of 8 cents on revenue of $625.33 million, representing an increase from the previous quarter.
分析師預計，Palantir公佈的每股收益爲8美分，收入爲6.2533億美元，比上一季度有所增加。
Other Key Trades:
其他關鍵交易：
- Ark Invest bought 1,658 shares of Advanced Micro Devices Inc (AMD) through its ARKQ fund in a transaction valued at $262,594. Notably, the purchase came on the same day the company declared its first-quarter earnings numbers. The results came slightly ahead of investor expectations.
- Ark Invest sold shares of 2U Inc (TWOU) from its ARK Innovation ETF (ARKK).
- Trimble Inc (TRMB) shares were reduced from the ARKQ. Shares of Kratos Defense and Security Solutions Inc (KTOS) were sold from the ARKQ fund.
- 方舟投資通過其ARKQ基金購買了Advanced Micro Devices Inc（AMD）的1,658股股票，交易價值262,594美元。值得注意的是，此次收購是在該公司公佈其第一季度收益數字的同一天進行的。業績略高於投資者的預期。
- 方舟投資從其方舟創新ETF（ARKK）中出售了2U Inc（TWOU）的股票。
- Trimble Inc（TRMB）的股票從ARKQ下跌。Kratos國防與安全解決方案公司（KTOS）的股票從ARKQ基金中出售。