Cathie Wood buys most TSMC American depositary receipts in nearly a year
https://theedgemalaysia.com/node/755877
Abhishek Vishnoi / Bloomberg 20 May 2025, 04:33 pm
Cathie Wood’s funds made their biggest purchase of Taiwan Semiconductor
Manufacturing Co Ltd shares in nearly a year, underscoring a change in stance
from being mostly sellers of the chipmaker since the third quarter of last
year.
Wood’s flagship fund Ark Innovation ETF purchased 123,587 American
depositary receipts (ADRs) of Taiwan’s largest company on Monday (May 19),
while Ark Next Generation Internet ETF bought 74,189 ADRs, Ark Investment
Management LLC data compiled by Bloomberg show.
The purchases come as trade tensions eased, following a truce between the
world’s two largest economies. US President Donald Trump’s flurry of
artificial intelligence (AI) deals with Saudi Arabia and the United Arab
Emirates also improves the outlook for the key supplier of Nvidia Corp.
While Ark’s funds made some purchases of TSMC shares in February, the latest
buying is the biggest since June 18, and is equivalent to 87% of the asset
manager’s stake in the company as of end-March.
The chip bellwether’s ADRs have recouped more than half of the 37% drop from
a peak in January, through to a trough in April. Analysts are estimating
another 11% increase in share price over the next 12 months, according to
data compiled by Bloomberg.
While Wood has been widely known for her aggressive bets on disruptive
technologies, her flagship fund has struggled in recent years. Even after an
82% surge in the two years through 2024, the ARK Innovation ETF is down about
63% from its peak, and has trailed the Nasdaq Composite index for most of the
past five years.
凯西・伍德的基金本周大举买进台积电ADR，是近一年来最大手笔，显示她转变先前持续
卖出的立场。
虽然 Ark 在今年2月也曾小幅买入台积电股票，但这次的买入规模是自2023年6月18日以
来最大的一次，相当于该资产管理公司截至3月底持股的87%。
随着中美贸易缓和、AI合作升温，市场看好台积电未来12个月仍有11%上涨空间。
心得：
莫非是讯号来了吗
近一年来女股神买台积电ADR最大量的一天
各位是否懂的就懂？