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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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※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 36.227.229.225 (臺灣)
※ 作者: askaleroux 2023-08-23 17:53:00
※ 文章代碼(AID): #1avTS1Ko (Stock)
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1692784385.A.532.html

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(askaleroux.): [新聞] 伍德於財報前拋售輝達，買入更多Zoom - Stock板