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ARK Autonomous Technology & Robotics ETF

119.16

-0.4350-0.36%

成交量：3.49萬

成交額：415.18萬

市值：18.59億

市盈率：- -

高：120.12

開：120.07

低：118.25

收：119.60

52周最高：144.42

52周最低：98.35

股本：1,560.00萬

流通股本：1,560.00萬

量比：0.73

換手率：0.22%

股息：0.31

股息率：0.26%

淨資產收益率：--

總資產收益率：--

市淨率：--

市盈率(LYR):- -

資料載入中...

總覽公司新聞資訊公告

CLARITY法案表決前夜，Cathie Wood減持約6500萬美元加密資產

TradingKey中文

木頭姐看空《清晰法案》？Ark Invest在投票前大舉拋售加密股，套現超6,000萬美元

TradingKey中文

「木頭姐」增持2790萬美元Meta股票

环球市场播报

「木頭姐」增持2790萬美元Meta股票

Cathie Wood 力挺 David Sacks：「AI 毀滅人類」言論或系人為策劃

數據：ARK Invest 旗下多隻 ETF 同步買入 NTLA 與 Solana 質押 ETF，並減持 SLMT

SEC 給基金代幣化開綠燈，木頭姐要把 ARK 基金份額搬上鍊

「木頭姐」發布經濟展望：AI有望推動全球實際GDP增長15%，油價或跌至約30美元

「木頭姐」發布經濟展望：AI有望推動全球實際GDP增長15%，油價或跌至約30美元

Cathie Wood ：8 月就業強勁，或標誌技術驅動通縮

ARK Invest 數字資產研究總監：受益於更多資產上鍊，LayerZero 互操作業務或將迎來快速增長

過去一個月「木頭姐」抄底買入超100萬股火箭實驗室

环球市场播报

「木頭姐」抄底買入超70萬股火箭實驗室

RKLB失標NASA約7億美元合同後下跌，「木頭姐」凱茜·伍德逆勢加倉，股價能否迎來反彈？

TradingKey中文

「木頭姐」凱西・伍德：當我試圖解釋，AI推理token用量一年內增長25倍，並且還在呈指數級倍增，對經濟產生連鎖傳導效應

ARK Invest 數字資產研究總監：批評 Solana 與以太坊提案忽視競爭力

Cathie Wood：Visa 與 Mastercard 分析師難理解 Circle 顛覆性，其 IPO 後漲 84%

Cathie Wood：AI 將引發創業爆炸，鼓勵畢業生用 AI 當員工創業

ARK Invest 研究總監：建議 Hyperliquid 收購 Gemini，打造美國合規 HIP-3/4 平台

為什麼不買存儲股？這是兩位大佬的回答

华尔街见闻

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Wood減持約6500萬美元加密資產","url":"https://stock-news.laohu8.com/highlight/detail?id=2667625157","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667625157?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 22:39","pubTimestamp":1789483149,"startTime":"0","endTime":"0","summary":"在《CLARITY法案》参议院关键程序性投票的前一天，Cathie Wood旗下的 ARK Invest在加密概念股集体大涨的行情里反手减仓，一天之内卖出约6,500万美元加密相关头寸。从自家产品的ARK 21Shares比特币 ETF（ARKB）到 Coinbase（COIN）、Circle（CRCL）、BitMine（BMNR）、Bullish（BLSH），几乎全线减持。","market":"sg","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230823/a7ee94fa684ed19cc7b46a045dd971a9.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230823/a7ee94fa684ed19cc7b46a045dd971a9.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/analysis/stocks/us-stock/262168982-cathie-wood-ark-invest-trims-clarity-act-crypto-stocks-coinbase-circle-bitcoin-65-million-polymarket-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ARKX","ARKG","FNTC","ARKK","ARKW","BK4544","SARK","ARKQ","ARKF","BK4588","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667618614","title":"木頭姐看空《清晰法案》？Ark Invest在投票前大舉拋售加密股，套現超6,000萬美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2667618614","media":"TradingKey中文","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667618614?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 10:45","pubTimestamp":1789440310,"startTime":"0","endTime":"0","summary":"《清晰法案》投票前夕，木头姐大举抛售加密股，套现超 6,000 万美元。","market":"hk","thumbnail":"https://resource.tradingkey.com/uploads/20240821/224f973fedbd41fb8540515dd5261d8fark.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20240821/224f973fedbd41fb8540515dd5261d8fark.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/analysis/stocks/us-stock/262167670-crypto-stock-clarity-act-cathie-wood-ark-invest-coinbase-circle-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BETH","CBOJ","BTCL","CBXY","MAXI","BFJL","FBTC","BTCC","ARKK","BETE","BTC","BTCW","DFII","BTCI","CBXO","DEFI","BITU","EZBC","BTCZ","BITX","ARKG","BITY","IBIT","BCCC","SBIT","ARKF","SARK","BTF","YBTC","CBOO","CBXJ","BTCO","CBTY","MNRS","BITB","CBOA","ARKQ","BAGY","BITO","BRRR","CBXA","ARKX","ARKB","BPI","ARKW","BFAP","BTRN","CBTJ","XBTY","QBF"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667666439","title":"「木頭姐」增持2790萬美元Meta股票","url":"https://stock-news.laohu8.com/highlight/detail?id=2667666439","media":"环球市场播报","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667666439?lang=zh_tw&edition=fundamental","pubTime":"2026-09-14 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AI个人智能助手，市场情绪高涨，该股涨幅超6%。韦德布什证券近期将Meta目标价由595美元上调至650美元，维持中性评级。Meta年内股价下跌约1.8%，跑输标普500指数。Meta并未进入方舟创新ETF前十大重仓股。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-09-14/doc-inirvkks3925215.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["GBTC","BITU","SBIT","BITX","ARKQ","ARKX","ARKK","ARKB","BETH","MNRS","ARKF","BCCC","BTCL","YBTC","BTRN","BETE","BITY","CBTA","CBTO","HODL","IBIT","SARK","BFJL","XBTY","BTCC","CBOA","BAGY","BITO","CBTJ","BTCO","CBTY","ARKW","QBF","BTCW","BRRR","BTCZ","DEFI","ARKG","CBXJ","CBXA","EZBC","FBTC","MAXI","BTCI","CBOO","CBXY","BITI","CBOJ","CBXO","BITB"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667661032","title":"「木頭姐」增持2790萬美元Meta股票","url":"https://stock-news.laohu8.com/highlight/detail?id=2667661032","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667661032?lang=zh_tw&edition=fundamental","pubTime":"2026-09-14 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毀滅人類」言論或系人為策劃","url":"https://stock-news.laohu8.com/highlight/detail?id=2667684279","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667684279?lang=zh_tw&edition=fundamental","pubTime":"2026-09-13 19:20","pubTimestamp":1789298440,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，Cathie Wood在 X 平台发文表示，David Sacks 认为近期有关“AI 将毁灭人类”的报道可能是人为策划。\n\nWood 指出，相关言论最初来自一名 Anthropic 员工长期未活跃的 X 账号，该员工入职仅 6 周后便离职，随后相关内容迅速进入主流媒体。David Sacks 还指称了相关事件的涉事方，并批评《华尔街日报》（WSJ）在其中扮演的角色。\n\nCathie Wood 表示，所有技术都有可能被用于恶意目的。她认为，包括 Elon Musk 在内，部分持续强调 AI 潜在风险的人并非政治阴谋参与者，而是在发挥积极作用。Wood 称：“解决问题的一半，包括 AI 在内，就是理解问题。” ","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.chaincatcher.com/article/2289465","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CHAT","ARKG","AGIX","ARKQ","SARK","ARTY","AIPO","QTOC","BK4588","VTHR","ARKW","ARKK","ARKX","ARKF","BK4544","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666251448","title":"數據：ARK Invest 旗下多隻 ETF 同步買入 NTLA 與 Solana 質押 ETF，並減持 SLMT","url":"https://stock-news.laohu8.com/highlight/detail?id=2666251448","media":"链捕手","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666251448?lang=zh_tw&edition=fundamental","pubTime":"2026-09-11 08:18","pubTimestamp":1789085926,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据 Ark Invest Tracker 监测，ARK Invest 于 2026 年 9 月 10 日对旗下多只 ETF 进行了以下调仓操作：买入方向：ARKK、ARKG 同步买入 Intellia Therapeutics（NTLA），合计买入 89,284 股，分别占各基金总仓位的 0.0149% 和 0.0041%；ARKW、ARKF 同步买入 3IQ Solana Staking ETF（SOLQ.U），合计买入 4,021 股，分别占各基金总仓位的 0.001% 和 0.0019%。卖出方向：ARKK、ARKW、ARKF 同步减持 Brera Holdings PLC（SLMT），合计卖出 4,156 股，占比均不超过 0.0003%。 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基金份額搬上鍊","url":"https://stock-news.laohu8.com/highlight/detail?id=2665758973","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665758973?lang=zh_tw&edition=fundamental","pubTime":"2026-09-08 21:16","pubTimestamp":1788873377,"startTime":"0","endTime":"0","summary":" 真正的行业分水岭，或将到“份额上链”之后才会拉开序幕。 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09:18","pubTimestamp":1788743883,"startTime":"0","endTime":"0","summary":"她表示，若AI带来的生产力增长远超市场预期，全球实际GDP增长率达到15%并非完全不可能。若全球能源供应大幅增加，油价可能重新跌至约30美元水平。油价一旦回落，加上AI及其他科技带来的生产力提升，可能令通胀率大幅下降，甚至出现负通胀。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://usstock.jrj.com.cn/2026/09/07091858369575.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_highlight","symbols":["ARKG","ARKF","ARTY","PXE","UDN","VDE","FTXN","XLEX","AGIX","VTHR","VOOV","DIG","WTIU","ARKW","SDOG","DBC","UAE","USOI","DRLL","UGA","DRIP","XES","DBE","USE","GUSH","ARKK","OILT","DBO","SARK","ARKX","OIH","PEJ","TPOR","PXJ","SPXT","USL","BNO","IXC","BWET","UUP","ARKB","WEEI","IEO","AIPO","ARKQ","CHAT","QTOC","OILU","ERX","OILK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665639821","title":"「木頭姐」發布經濟展望：AI有望推動全球實際GDP增長15%，油價或跌至約30美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2665639821","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665639821?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 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月就業強勁，或標誌技術驅動通縮","url":"https://stock-news.laohu8.com/highlight/detail?id=2665369308","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665369308?lang=zh_tw&edition=fundamental","pubTime":"2026-09-06 09:58","pubTimestamp":1788659921,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，ARK Invest 创始人 Cathie Wood 发文称，周五就业报告强劲，非农就业增加 16.2 万人，家庭调查就业增长超过 50 万人，平均工作周增加，8 月经济运转良好。Wood 表示，许多人将看到更多通胀和美联储紧缩，她则看到更大变化。整体通胀为 3.7%，其他衡量指标更接近 2%。油价可能跌向 30 美元，股票在利率上升时创历史新高，资本支出突破逾 20 年天花板，比特币正在脱离黄金，拥抱人工智能的公司正在更快创造就业。她称这些并非孤立信号，可能标志着更强实际增长和强大技术驱动通缩的开始。共识在为旧经济定价，她认为新经济正在形成。 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发文表示，自 L1、应用链以及以 Rollup 为中心的路线图兴起以来，消息传递与互操作协议已成为关键基础设施。随着更多资产上链，对普遍互操作性的需求将呈指数级增长。Lorenzo Valente 称，跨链互操作协议 LayerZero 的互操作业务本身很可能很快增长至九位数 ARR，并表示该团队后续还有更多进展。 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Lab（RKLB）竞标落败。","market":"nz","thumbnail":"https://resource.tradingkey.com/uploads/20260630/Rocket-8d40f49abcd64d719b7cfaef4b1ef607.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260630/Rocket-8d40f49abcd64d719b7cfaef4b1ef607.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/analysis/stocks/us-stock/262146203-rklb-nasa-contract-loss-cathie-wood-buying-the-dip-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CBTO","BPI","GBTC","BTC","BFAP","CBOA","DFII","BTCO","XBTY","BITI","NASA","BTF","MAXI","ARKQ","MNRS","BTRN","ARKX","ARKG","CBXY","BETH","CBXA","CBOO","BTCZ","BITB","CBTY","ARKK","CBOY","IBIT","BTCI","CBTJ","FBTC","ARKW","BETE","BFJL","ARKB","BTCL","SARK","HODL","BCCC","CBXJ","CBXO","BITU","BITX","BTCC","BAGY","SBIT","BRRR","BITY","ARKF","QBF"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663017086","title":"「木頭姐」凱西・伍德：當我試圖解釋，AI推理token用量一年內增長25倍，並且還在呈指數級倍增，對經濟產生連鎖傳導效應","url":"https://stock-news.laohu8.com/highlight/detail?id=2663017086","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663017086?lang=zh_tw&edition=fundamental","pubTime":"2026-08-30 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與以太坊提案忽視競爭力","url":"https://stock-news.laohu8.com/highlight/detail?id=2662335796","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662335796?lang=zh_tw&edition=fundamental","pubTime":"2026-08-26 16:04","pubTimestamp":1787731493,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，Lorenzo 发文称，Solana 与以太坊最新改进提案令人惊讶。市场已表明 Hyperliquid 等正对其构成强力竞争，但相关社区仍花时间调整通胀安排与 CU 限制，可能使应用竞争力进一步下降。他认为，L1 应优先思考提案如何提升网络竞争力、促进增长并吸引更多消费级应用与用户。Lorenzo 指出，对 Solana 而言，当前绝非纠结代币持有者价值累积与现金流、增加应用开发者成本的时机。应先证明能将蛋糕做大 100 倍，再讨论如何分配。虽未来需更精细地为高资源消耗交易定价并解决代币价值累积，但若被 HYPE 抢占份额，将无价值可累积。眼下优先事项应是把蛋糕做大 100 倍。 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84%","url":"https://stock-news.laohu8.com/highlight/detail?id=2661871241","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661871241?lang=zh_tw&edition=fundamental","pubTime":"2026-08-24 07:49","pubTimestamp":1787528971,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据 Cointelegraph 报道，ARK Invest 创始人 Cathie Wood 表示，专注于 Visa 和 Mastercard 的分析师无法理解 Circle 带来的颠覆，尽管 Circle 在 IPO 后已上涨 84%。 ","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.chaincatcher.com/article/2284866","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["VFH","LU2168564495.EUR","SARK","REDS","SG9999011175.SGD","FDFF","LU1145028129.USD","LU0823421416.USD","LU1934455277.USD","KCE","LU0289941410.SGD","IE0005OL40V9.USD","ARKQ","LU0823434740.USD","ARKX","TFNS","LU1791710582.SGD","IE00BQXX3F31.USD","ARKF","ARKW","LATR","DAPP","IPAY","LU0276348264.USD","UYG","IYG","STBQ","LU0238689110.USD","LU0444971666.USD","LU2756315318.SGD","TRUF","ARKK","IE00B1XK9C88.USD","MA","IE00B5TLWC47.USD","LU0133085943.USD","LU1914381329.SGD","LU0511384066.AUD","LU2462157665.USD","LU1116320737.USD","ARKG","IXG","LU2250418816.HKD","XLF","LU0198837287.USD","FRHC","FNCL","LU0689472784.USD","IPOS","V"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661573142","title":"Cathie Wood：AI 將引發創業爆炸，鼓勵畢業生用 AI 當員工創業","url":"https://stock-news.laohu8.com/highlight/detail?id=2661573142","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661573142?lang=zh_tw&edition=fundamental","pubTime":"2026-08-21 14:03","pubTimestamp":1787292217,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据 Cointelegraph 报道，Ark Invest 的 Cathie Wood 表示，AI 很可能会引发一场创业爆炸，她鼓励应届毕业生利用 AI 作为唯一员工来创办自己的公司。 ","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.chaincatcher.com/article/2284373","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ARTY","AIPO","BK4585","QTOC","ARKG","ARKX","BK4544","AGIX","ARKW","ARKQ","CHAT","BK4588","VTHR","ARKF","161022","SARK","ARKK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661256413","title":"ARK Invest 研究總監：建議 Hyperliquid 收購 Gemini，打造美國合規 HIP-3/4 平台","url":"https://stock-news.laohu8.com/highlight/detail?id=2661256413","media":"链捕手","labels":["merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661256413?lang=zh_tw&edition=fundamental","pubTime":"2026-08-21 09:47","pubTimestamp":1787276849,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，ARK Invest 研究总监 lorenzoark 发文建议 Hyperliquid 收购美国合规交易平台 Gemini，将其打造为美国受监管的 HIP-3 与 HIP-4 部署平台。Hyperliquid 正与 CFTC、SEC 接触，以支持美国受监管公司在其公链上提供永续合约交易与结算。Gemini 于 2025 年 9 月以 33 亿美元估值上市，目前市值约 4.5 亿美元，较 IPO 下跌超 85%。其核心业务承压，已收缩英国、欧盟、澳大利亚业务，员工从峰值削减约 40% 至 402 人，平台资产从 182 亿美元降至 84 亿美元，现货交易量下降 66%。\n\n约 4.5 亿美元可获得 Gemini 完整美国监管牌照组合，包括 NYDFS 信托牌照、CFTC 监管的 DCM（Gemini Titan）、DCO（Gemini Olympus）、推进中的 FCM、几乎全美 MTL 及经纪自营商牌照。对比 Kraken 母公司以最高 5.5 亿美元收购 Bitnomial，Gemini 整体市值更低。收购后可继承约 58 万月活交易用户、172 万终身用户、84 亿美元平台资产、季度 38 亿美元现货量及约 1.8 亿美元年化收入等运营资产。 ","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.chaincatcher.com/article/2284296","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"merge","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SARK","ARKQ","BK4544","ARKW","ARKF","ARKX","BHYP","ARKG","ARKK","BK4588","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660411691","title":"為什麼不買存儲股？這是兩位大佬的回答","url":"https://stock-news.laohu8.com/highlight/detail?id=2660411691","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660411691?lang=zh_tw&edition=fundamental","pubTime":"2026-08-19 12:18","pubTimestamp":1787113116,"startTime":"0","endTime":"0","summary":"当AI基础设施热潮将存储芯片股推上风口，方舟投资Cathie Wood与科技分析师Ben Thompson却选择回避。前者警告：价格翻数倍是负面信号，Cerebras、Groq等推理芯片已在工程层面绕开高带宽内存；后者以伊朗封锁霍尔木兹海峡为喻——这张牌打出去，对手只会加速另寻出路。存储的高光时刻，或正是其被替代的起点。","market":"hk","thumbnail":"https://static.tigerbbs.com/8c95dc9b62af63b498dce2238fb18ba3","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/8c95dc9b62af63b498dce2238fb18ba3"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3779771","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["07388","NVDU","NVYY","ARKW","DIPS","NVD","AMYY","NVDG","HBMX","DAMD","ANV","BK4544","COPP","SARK","BK4168","NVDB","AMDU","DRMP","NVDX","ARKX","AMDD","NVDL","BK4588","ARKF","AMDL","ALAI","AMDG","DRAM","ARKQ","NVDS","ARKK","AMUU","NVDY","AIS","NVII","07788","NVDD","AMDY","AMDW","ARKG","NVDQ","BK4585","NVDW","NVDO"],"isVideo":false,"video":null,"gpt_icon":1}],"pageSize":20,"totalPage":5,"pageCount":1,"totalSize":85,"code":"91000000","status":"200"}]}}