原文標題：
Nvidia Stock Sold By Cathie Wood Ahead of Earnings, Buys More Zoom Shares
原文連結：
https://tinyurl.com/yv5dwf4k
發布時間：
Aug. 23, 2023
記者署名：
Callum Keown
原文內容：
Cathie Wood’s ARK Invest scooped up more than $8 million worth of Zoom Video
Communications stock and sold shares in Nvidia ahead of the chip maker’s
hotly anticipated earnings.
ARK bought 122,831 shares of Zoom (ticker: ZM) through its flagship ARK
Innovation exchange-traded fund (ETF) and its ARK Next Generation Internet
ETF ARKW –0.63% , according to a trading update Tuesday. The ARK Next
Generation Internet ETF also sold 2,230 shares of Nvidia NVDA –2.77% —
worth just over $1 million.
Nvidia (NVDA) stock fell 2.7% Tuesday but is up close to 12% over the past
seven trading sessions as expectation has built toward its earnings, which
come after the close Wednesday.
Zoom’s shares fell 2% Tuesday, after initially climbing, despite earnings
and revenue both beating expectations. Wall Street analysts weren’t overly
optimistic, though, pointing to a lack of visibility and concerns that
macroeconomic pressures may negatively affect results.
But Wood clearly remains bullish and believes the company, a darling of the
Covid-pandemic era, can re-establish itself in a world that has largely
returned to normal.
As for Nvidia, Wood’s ARK Innovation Fund dumped the stock in January,
missing out on most of the chip maker’s meteoric 212% rise so far in 2023.
The company’s earnings later Wednesday will confirm whether she’s wrong
again, or right this time.
心得/評論：
年初大漲之前賣一波
現在財報前又要賣
女韭神看起來是對老黃很沒有信心的喔
問題是買Zoom是哪一招
他有點Insight前幾天的 Palo Alto Network 沒吃到
還在抱Zoom感覺是拿投資人的錢 賭自己翻身
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