--- title: "ARK Invest 以 4640 萬美元購買 Cerebras,同時減少了台積電和 AMD 的持股" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/286758134.md" description: "ARK Invest 在市場首次亮相後收購了價值 4640 萬美元的 Cerebras 股票,同時減少了在 TSMC、AMD 和 Teradyne 的持股。這一舉措反映了 ARK 將重點從已增值股票轉向 AI 基礎設施新興領導者的戰略" 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 萬美元購買 Cerebras,同時減少了台積電和 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. ### 相關股票 - [CBRS.US](https://longbridge.com/zh-HK/quote/CBRS.US.md) - [SOXQ.US](https://longbridge.com/zh-HK/quote/SOXQ.US.md) - [AMDL.US](https://longbridge.com/zh-HK/quote/AMDL.US.md) - [IGPT.US](https://longbridge.com/zh-HK/quote/IGPT.US.md) - [AMDD.US](https://longbridge.com/zh-HK/quote/AMDD.US.md) - [SOXL.US](https://longbridge.com/zh-HK/quote/SOXL.US.md) - [XSD.US](https://longbridge.com/zh-HK/quote/XSD.US.md) - [PSI.US](https://longbridge.com/zh-HK/quote/PSI.US.md) - [SMH.US](https://longbridge.com/zh-HK/quote/SMH.US.md) - [TSM.US](https://longbridge.com/zh-HK/quote/TSM.US.md) - [AMD.US](https://longbridge.com/zh-HK/quote/AMD.US.md) - [TER.US](https://longbridge.com/zh-HK/quote/TER.US.md) ## 相關資訊與研究 - [AMD 蘇姿豐:中國市場極其重要 算力已經成為 AMD 開展業務的關鍵](https://longbridge.com/zh-HK/news/286828706.md) - [美股市場動態:AI 革命挑戰人力資源,債市高殖利率成新常態](https://longbridge.com/zh-HK/news/286743738.md) - [〈新股 IPO〉輝達要緊張了?AI 晶片新秀 Cerebras 掛牌首日飆近 9 成](https://longbridge.com/zh-HK/news/286449693.md) - [AI 晶片新星 Cerebras IPO 倒數 估值衝 564 億美元](https://longbridge.com/zh-HK/news/286335836.md) - [超微傳持有邁威爾(Marvell)股權帳面大賺 66% AI 晶片鏈投資曝光帶動市場關注](https://longbridge.com/zh-HK/news/286942960.md)