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“木头姐”四年来首次买入阿里巴巴
Di Yi Cai Jing Zi Xun·2025-09-24 00:37

Core Viewpoint - Cathie Wood's ARK Investment Management has resumed its position in Alibaba by purchasing approximately $16.3 million in American Depositary Receipts (ADRs), marking the first re-entry since 2021 and the first time Wood has held Alibaba stock in nearly four years [2]. Group 1: Investment Activity - ARK Investment's ETFs, ARKW and ARKF, bought Alibaba ADRs on September 22, 2023, totaling around $16.3 million [2]. - This purchase signifies a strategic re-entry into a leading Chinese internet company after having cleared its position in September 2021 [2]. - The Alibaba ADR reached its highest level since November 2021, with the stock price nearly doubling year-to-date, reflecting positive market sentiment [2]. Group 2: Market Context - The resumption of Alibaba holdings by ARK Investment coincides with a broader rally in U.S.-listed Chinese stocks, as evidenced by the rising Nasdaq Golden Dragon China Index since September [2]. - Other Chinese tech stocks, such as Baidu, have also shown significant rebounds recently, indicating a favorable environment for Chinese equities [2]. Group 3: Investment Strategy - ARK Investment is known for its high turnover rate in ETF portfolios, suggesting that the recent purchase of Alibaba does not guarantee a long-term holding [3]. - The future of Alibaba ADR's position expansion and the duration of the holding period remain uncertain and will be closely monitored [3].