Robotaxi推出前夕，“木头姐”削减特斯拉持仓

Core Insights - Cathie Wood's ARK Investment Management has reduced its stake in Tesla ahead of the anticipated launch of the Robotaxi service, which has been a key reason for her bullish outlook on the company [1][4] - The total reduction amounts to nearly 50,000 shares, valued at approximately $17 million, impacting market sentiment and leading to a decline in Tesla's stock price [2][4] - Despite the recent sell-off, Tesla remains the largest holding in ARKK, constituting nearly 13% of the portfolio [4] Summary by Sections - Reduction Details - ARK Investment Management sold 27,377 shares on Tuesday, 15,817 shares on Wednesday, and 6,511 shares on Friday, totaling nearly 50,000 shares [1][2] - The estimated value of the shares sold is around $17 million [2] - Market Impact - Following the sell-off, Tesla's stock price fell over 1% to $342.69 after a 23% increase in May [2] - Future Outlook - Wood's reduction in shares comes just before Tesla's planned launch of the Robotaxi service on June 12 in Austin, Texas [4] - Wood has previously expressed optimism about Tesla's stock, despite recent sales declines and a 35% drop from 2025 lows [4] - The Robotaxi service is expected to provide a cost-effective alternative to traditional car ownership, allowing consumers to pay on-demand like current ride-sharing services [4] - Price Target - ARK has set a target price of $2,600 for Tesla by 2029, which is approximately 660% higher than the current stock price [5]