--- title: "ARK Invest 以 4640 万美元购买 Cerebras,同时减少了台积电和 AMD 的持股" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/286758134.md" description: "ARK Invest 在市场首次亮相后收购了价值 4640 万美元的 Cerebras 股票,同时减少了在 TSMC、AMD 和 Teradyne 的持股。这一举措反映了 ARK 将重点从已增值股票转向 AI 基础设施新兴领导者的战略" datetime: "2026-05-18T10:53:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286758134.md) - [en](https://longbridge.com/en/news/286758134.md) - [zh-HK](https://longbridge.com/zh-HK/news/286758134.md) --- # ARK Invest 以 4640 万美元购买 Cerebras,同时减少了台积电和 AMD 的持股 Major Cerebras buy: ARK Invest purchased $46.4 million worth of Cerebras shares across its ETFs after the AI chipmaker’s market debut. Cutting chip giants: The firm sold holdings in TSMC, AMD, and Teradyne, capitalizing on record highs and continuing a multi-session reduction trend. AI focus shift: The reallocation aligns with ARK’s strategy of moving from appreciated stocks into emerging AI infrastructure leaders. ### 相关股票 - [CBRS.US](https://longbridge.com/zh-CN/quote/CBRS.US.md) - [SOXQ.US](https://longbridge.com/zh-CN/quote/SOXQ.US.md) - [AMDL.US](https://longbridge.com/zh-CN/quote/AMDL.US.md) - [IGPT.US](https://longbridge.com/zh-CN/quote/IGPT.US.md) - [AMDD.US](https://longbridge.com/zh-CN/quote/AMDD.US.md) - [SOXL.US](https://longbridge.com/zh-CN/quote/SOXL.US.md) - [XSD.US](https://longbridge.com/zh-CN/quote/XSD.US.md) - [PSI.US](https://longbridge.com/zh-CN/quote/PSI.US.md) - [SMH.US](https://longbridge.com/zh-CN/quote/SMH.US.md) - [TSM.US](https://longbridge.com/zh-CN/quote/TSM.US.md) - [AMD.US](https://longbridge.com/zh-CN/quote/AMD.US.md) - [TER.US](https://longbridge.com/zh-CN/quote/TER.US.md) ## 相关资讯与研究 - [李开复 VS 苏姿丰:企业 AI 转型,不要只听你们 CIO 的](https://longbridge.com/zh-CN/news/286993301.md) - [Cerebras 获标普 “快车道” IPO 纳入资格,股价应声大涨](https://longbridge.com/zh-CN/news/286958436.md) - [Claude Code 产品负责人:AI 时代最稀缺的人什么样?](https://longbridge.com/zh-CN/news/287042434.md) - [西部证券:Cerebras 上市在即 晶圆级处理器实现快速推理](https://longbridge.com/zh-CN/news/286505782.md) - [苏姿丰上海发表演讲:预测 5 年内 50 亿人每天用 AI,中国开发者不可或缺](https://longbridge.com/zh-CN/news/286874640.md)