---
title: "Ark Invest 抛售了价值 4000 万美元的台积电股份，并将资金投入到 Cerebras"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286882526.md"
description: "Ark Invest 出售了超过 4000 万美元的台积电股份，并减少了对 AMD 和 Teradyne 的持股，借此实现了传统芯片股票的收益。同时，Cerebras 的首次公开募股（IPO）股价上涨了 68%，这得益于对其创新 AI 芯片技术的强劲需求。这一举动反映了 Ark 在向替代 AI 计算模型和下一代基础设施的战略转变"
datetime: "2026-05-19T09:01:28.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286882526.md)
  - [en](https://longbridge.com/en/news/286882526.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286882526.md)
---

# Ark Invest 抛售了价值 4000 万美元的台积电股份，并将资金投入到 Cerebras

Major semiconductor sell-off: Ark Invest offloaded more than $40M in TSMC shares and reduced AMD and Teradyne stakes, locking in gains from legacy chip stocks. Cerebras IPO surge: The AI chipmaker’s shares jumped 68% on debut, with demand exceeding supply, as investors chased its wafer-scale processor story. Strategic AI pivot: Ark’s purchases of Cerebras shares highlight a bet on alternative AI computing models and next-gen infrastructure growth.

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