--- title: "Ark Invest 拋售了價值 4000 萬美元的台積電股份,並將資金投入到 Cerebras" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/286882526.md" description: "Ark Invest 出售了超過 4000 萬美元的台積電股份,並減少了對 AMD 和 Teradyne 的持股,藉此實現了傳統芯片股票的收益。同時,Cerebras 的首次公開募股(IPO)股價上漲了 68%,這得益於對其創新 AI 芯片技術的強勁需求。這一舉動反映了 Ark 在向替代 AI 計算模型和下一代基礎設施的戰略轉變" 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 拋售了價值 4000 萬美元的台積電股份,並將資金投入到 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. ### 相關股票 - [CBRS.US](https://longbridge.com/zh-HK/quote/CBRS.US.md) - [IGPT.US](https://longbridge.com/zh-HK/quote/IGPT.US.md) - [VGT.US](https://longbridge.com/zh-HK/quote/VGT.US.md) - [SOXX.US](https://longbridge.com/zh-HK/quote/SOXX.US.md) - [AMUU.US](https://longbridge.com/zh-HK/quote/AMUU.US.md) - [SOXL.US](https://longbridge.com/zh-HK/quote/SOXL.US.md) - [PSI.US](https://longbridge.com/zh-HK/quote/PSI.US.md) - [SOXQ.US](https://longbridge.com/zh-HK/quote/SOXQ.US.md) - [SMH.US](https://longbridge.com/zh-HK/quote/SMH.US.md) - [XSD.US](https://longbridge.com/zh-HK/quote/XSD.US.md) - [FTXL.US](https://longbridge.com/zh-HK/quote/FTXL.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 - [高層看好 CPO 需求、AI 高速傳輸巨頭 Astera 股價飆](https://longbridge.com/zh-HK/news/286988861.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) - [AI 晶片丨黃仁勳:輝達基本將中國市場讓給華為](https://longbridge.com/zh-HK/news/287151485.md) - [新聞分析/三星大罷工癥結:AI 獲利暴增 獎金怎麼分](https://longbridge.com/zh-HK/news/287010473.md) - [【AI】DeepSeek 組建 Agent Harness 研發團隊,料佈局智能體產品](https://longbridge.com/zh-HK/news/287039096.md)