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木头姐斥资1.41亿美元买入特斯拉股票

木头姐斥资1.41亿美元买入特斯拉股票

EMILY GRAFFEO AND BLOOMBERG 2024-01-31
凯茜·伍德(Cathie Wood)买入近69万股特斯拉(Tesla)股票。

图片来源:GETTY IMAGES—MARCO BELLO

尽管华尔街不看好特斯拉公司(Tesla Inc.)的股票,但凯茜·伍德仍在特斯拉股价下跌时买入该股。

今年1月,这位基金经理通过她的公司方舟投资管理公司(ARK Investment Management)运营的两只交易所交易基金买入了近69万股这家电动汽车制造商的股票。根据彭博社基于股票收盘价的计算,这两只交易所交易基金购买该股花费了约1.41亿美元。

伍德长期以来一直看好特斯拉,但在本轮买入之前,她已经连续三个季度卖出了大部分股票。她的旗舰基金ARK Innovation ETF(股票代码:ARKK)和ARK Next Generation Internet ETF(股票代码:ARKW)分别将特斯拉列为第三大和第六大持股公司。

本月迄今为止,特斯拉股价下跌了25%,原因是汽车行业警告称,电动汽车需求将大幅下降,华尔街分析师也下调了对该股的预期。伍德的旗舰基金下跌了近10%,但这是在2023年上涨68%之后出现的。

特斯拉在周三发布第四季度财报后股价暴跌,该公司当时表示,预计2024年的扩张速度将 "明显下降"。财报发布后,伍德在周四和周五买入了超过36万股。

伍德一直是埃隆·马斯克(Elon Musk)的电动汽车公司的忠实粉丝。方舟的研究团队预计,特斯拉的股价将在2027年达到2000美元,其中特斯拉的自动驾驶出租车业务将是主要推动力。这位投资者经常说,她的公司支持那些有望改变世界的公司,投资期限为五年。

CFRA Research副总裁兼高级股票分析师加勒特·尼尔森(Garrett Nelson)表示,"我们认为这表明了对特斯拉长期前景的信心,我们相信,在特斯拉股价去年翻了一番多后,许多投资者都在等待买入机会。随着该股今年迄今为止的大跌,他们如今等到了良机。”(财富中文网)

译者:中慧言-王芳

尽管华尔街不看好特斯拉公司(Tesla Inc.)的股票,但凯茜·伍德仍在特斯拉股价下跌时买入该股。

今年1月,这位基金经理通过她的公司方舟投资管理公司(ARK Investment Management)运营的两只交易所交易基金买入了近69万股这家电动汽车制造商的股票。根据彭博社基于股票收盘价的计算,这两只交易所交易基金购买该股花费了约1.41亿美元。

伍德长期以来一直看好特斯拉,但在本轮买入之前,她已经连续三个季度卖出了大部分股票。她的旗舰基金ARK Innovation ETF(股票代码:ARKK)和ARK Next Generation Internet ETF(股票代码:ARKW)分别将特斯拉列为第三大和第六大持股公司。

本月迄今为止,特斯拉股价下跌了25%,原因是汽车行业警告称,电动汽车需求将大幅下降,华尔街分析师也下调了对该股的预期。伍德的旗舰基金下跌了近10%,但这是在2023年上涨68%之后出现的。

特斯拉在周三发布第四季度财报后股价暴跌,该公司当时表示,预计2024年的扩张速度将 "明显下降"。财报发布后,伍德在周四和周五买入了超过36万股。

伍德一直是埃隆·马斯克(Elon Musk)的电动汽车公司的忠实粉丝。方舟的研究团队预计,特斯拉的股价将在2027年达到2000美元,其中特斯拉的自动驾驶出租车业务将是主要推动力。这位投资者经常说,她的公司支持那些有望改变世界的公司,投资期限为五年。

CFRA Research副总裁兼高级股票分析师加勒特·尼尔森(Garrett Nelson)表示,"我们认为这表明了对特斯拉长期前景的信心,我们相信,在特斯拉股价去年翻了一番多后,许多投资者都在等待买入机会。随着该股今年迄今为止的大跌,他们如今等到了良机。”(财富中文网)

译者:中慧言-王芳

Cathie Wood is buying the dip in Tesla Inc. even as Wall Street sours on the stock.

The fund manager has scooped up nearly 690,000 shares of the electric-vehicle maker across two exchange-traded funds operated by her firm ARK Investment Management in January. The ETFs spent an estimated $141 million on shares, according to calculations by Bloomberg based on share closing prices.

Wood has been a long-time Tesla bull but had mostly sold shares for three straight quarters before the current buying streak. Her flagship ARK Innovation ETF (ticker ARKK) and the ARK Next Generation Internet ETF (ARKW) — have Tesla as their third and sixth largest holdings, respectively.

Tesla has dropped 25% so far this month as the auto industry warns about plunging demand for EVs and Wall Street analysts scale back expectations for the stock. Wood’s flagship fund is down nearly 10%, but that’s after it gained 68% in 2023.

Tesla shares tanked after Wednesday’s fourth-quarter earnings report, when the company said it expected to expand at a “notably lower” rate in 2024. Following the results, Wood bought over 360,000 shares on Thursday and Friday.

Wood has been a long-time fan of Elon Musk’s EV company. ARK’s research team projects the stock will hit $2,000 in 2027, with Tesla’s robotaxi business a key driver. The investor often says her firm backs companies poised to change the world, and she has a five-year investment timeframe.

“We think it shows conviction in the long-term story and we believe a lot of investors were waiting for a buying opportunity after TSLA shares more than doubled last year,” said Garrett Nelson, vice president and senior equity analyst at CFRA Research. “They are getting that opportunity now with the stock’s year-to-date selloff.”

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