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Cathie Wood's Ark Invest Keeps Shedding Shopify Nvidia Shares, Loads Up On Spotify Stock

Cathie Wood's Ark Invest Keeps Shedding Shopify Nvidia Shares, Loads Up On Spotify Stock

凱茜·伍德的方舟投資不斷下跌 Shopify Nvidia 股票,Spotify 股票上漲
Benzinga ·  2023/09/05 22:27

On Tuesday, Cathie Wood-led Ark Invest made notable trades, with a significant move to offload shares of Shopify Inc (NYSE:SHOP) and Nvidia Corp (NASDAQ:NVDA), while ramping up its position in Spotify Technology SA (NYSE:SPOT). This comes amid recent market dynamics and strategic shifts in Ark's investment approach.

星期二, 凱茜伍德-主導的Ark Invest進行了引人注目的交易,並採取了重大舉措來轉移其股票 Shopif (紐約證券交易所代碼:SHOP)和 英偉達公司 納斯達克股票代碼:NVDA),同時提高了其頭寸 Spotify 科技股份有限公司 (紐約證券交易所代碼:SPOT)。這是在最近的市場動態和方舟投資方法的戰略轉變之際發生的。

The Shopify Trade: In a strategic move, Ark Invest decided to offload shares of Shopify Inc (NYSE:SHOP) to the tune of $14.3 million. through ARK Innovation ETF (NYSE:ARKK) and ARK Next Generation Internet ETF (NYSE:ARKW). The transaction value was based on the stock's Tuesday closing price of $159.32.

Shopify 交易: 作爲一項戰略舉措,Ark Invest 決定轉移其股份 Shopif 紐約證券交易所代碼:SHOP)上漲至1,430萬美元。通過 方舟創新ETF (紐約證券交易所代碼:ARKK)和 ARK 下一代互聯網 ETF (紐約證券交易所代碼:ARKW)。交易價值基於該股週二的收盤價159.32美元。

The decision to sell Shopify shares comes despite the recent introduction of Amazon's "Buy with Prime" app for Shopify merchants, which had previously led to a rally in Shopify's stock price. However, Ark Invest's recent trading behavior indicates a pattern of selling Shopify shares, suggesting a potential shift in their investment strategy towards the e-commerce platform.

儘管最近亞馬遜爲Shopify商家推出了 “使用Prime購買” 應用程序,此前曾導致Shopify股價上漲,但還是決定出售Shopify股票。但是,Ark Invest最近的交易行爲表明了一種出售Shopify股票的模式,這表明他們的投資策略有可能轉向電子商務平台。

The Nvidia Trade: Ark Invest sold 4,080 shares of Nvidia through ARK Genomic Revolution ETF (BATS:ARKG) on Tuesday. The trade was valued at $1.98 million, based on the stock's closing price of $485.48.

英偉達交易: 方舟投資通過以下方式出售了英偉達的4,080股股票 ARK 基因組革命 ETF (BATS: ARKG)星期二。根據該股的收盤價485.48美元,該交易的價值爲198萬美元。

Wood recently addressed concerns regarding Ark's multiple sales of Nvidia Corp (NASDAQ:NVDA) stock. Despite being with Nvidia from its early stages and recognizing its potential as a key player in autonomous vehicles, Wood expressed concerns about an "inventory glut" caused by the hype surrounding AI. This might be a reason for Ark's decision to reduce its Nvidia holdings.

伍德最近談到了對方舟多次銷售的擔憂 英偉達公司 納斯達克股票代碼:NVDA)股票。儘管伍德從一開始就加入英偉達,並意識到其作爲自動駕駛汽車關鍵參與者的潛力,但他對圍繞人工智能的炒作造成的 “庫存過剩” 表示擔憂。這可能是Ark決定減少其Nvidia持股量的原因。

The Spotify Trade: The Wood-led management company purchased $2.7 million worth of shares through the Next Generation Internet ETF. On Tuesday, Spotify shares closed at $159.32.

Spotify 交易: 這家由伍德領導的管理公司通過下一代互聯網ETF購買了價值270萬美元的股票。週二,Spotify股價收於159.32美元。

Spotify recently decided to halt certain ads for white noise, aiming for an estimated annual savings of around $38 million. This move to optimize its ad spend and focus on more lucrative programming might have caught Ark Invest's attention, leading to its decision to increase its stake in the music streaming giant.

Spotify最近決定停止某些針對白噪聲的廣告,預計每年可節省約3,800萬美元。這種優化廣告支出並專注於更有利可圖的節目的舉動可能引起了Ark Invest的注意,導致其決定增加在這家音樂流媒體巨頭的股份。

See Also: Exclusive: Cathie Wood Breaks Down $2,000 Tesla Price Target With Benzinga

另見:獨家:凱茜·伍德用奔辛加打破了2,000美元的特斯拉目標價格

Other Key Trades:

其他關鍵交易:

  • Ark Invest also bought shares of Archer Aviation Inc (NASDAQ:ACHR) through ARKK, ARKW and ARK Space Exploration & Innovation ETF (BATS:ARKX).
  • Ark purchased Beam Therapeutics Inc (NASDAQ:BEAM) through ARKK and ARKG.
  • 方舟投資還購買了以下公司的股票 阿切爾航空公司 (納斯達克股票代碼:ACHR)通過 ARKK、ARKW 和 ARK 太空探索與創新 ETF (BATS: ARKX)。
  • 方舟已購買 Beam Therape (納斯達克股票代碼:BEAM)通過ARKK和ARKG。

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