ARK Invest 昨日大举买入博通、Cloudflare，减持 AMD、Roblox
深潮 TechFlow 消息，8 月 20 日，据 ARK Invest 官方交易通知，ARK 旗下多只 ETF 于8月 19 日完成新一轮调仓，整体呈现加仓 AI 算力与云计算、减持基因组学与游戏板块的趋势，具体操作如下：买入方面，ARKK、ARKW、ARKQ 跨基金同步增持博通（AVGO），ARKK与 ARKW 同步买入 Cerebras Systems（CBRS）及 Cloudflare（NET），ARKF 亦加仓 Cloudflare 及代币化证券平台 Securitize（SECZ），ARKG 则买入 Ionis Pharmaceuticals（IONS）及 Perceptive Capital Solutions（FRNM）。减持方面，AMD（Advanced Micro Devices）遭 ARKW、ARKF、ARKQ 三只基金同步卖出，Roblox（RBLX）被 ARKK
ARK Invest buys Broadcom and Cloudflare, trims AMD and Roblox
ARK's ETFs rebalanced on Aug 19, adding AI compute and cloud names while trimming genomics and gaming, per its trade notices: ARKK, ARKW and ARQ all added Broadcom (AVGO); ARKK and ARKW bought Cerebras (CBRS) and Cloudflare (NET); ARF added Cloudflare and tokenized-securities platform Securitize (SECZ); ARG bought Ionis (IONS) and Perceptive Capital (FRNM). AMD was sold across ARKW, ARKF and ARKQ, and Roblox was trimmed by ARKK.