逆市重仓加密与AI基建：木头姐最新调仓释放强烈信号

Core Viewpoint - Despite market caution due to ongoing volatility in crypto assets and a temporary decline in AI sentiment, Cathie Wood maintains a strong belief in long-term growth driven by technological innovation, indicating that true opportunities often arise during downturns rather than at euphoric peaks [1] Investment Strategy - ARK has focused on two main areas: increasing positions in Coinbase (COIN) and CoreWeave (CRWV) [2] - ARK has accumulated over 62,000 shares of Coinbase, investing nearly $15.8 million, viewing it as a key player in the emerging digital financial system [2] - A significant increase of approximately 396,000 shares in CoreWeave, totaling over $28.24 million, highlights its strategic importance in the AI cloud computing infrastructure [2] Strategic Intent - The recent adjustments reflect a clear investment strategy characterized by three signals [3] - A typical counter-cyclical approach, where ARK increases positions in risk assets while the market reduces exposure [3] - A bet on the certainty of growth driven by technology, with Coinbase and CoreWeave positioned at critical junctures of future industries [4] - A more focused investment strategy, concentrating on strategically clear and trend-driven core assets, which may exhibit higher volatility but also greater potential returns [4] Market Narrative - ARK's current holdings emphasize AI, blockchain ecosystems, and disruptive developments as core elements of the "future economy" [5] - Wood believes that capital allocation should focus on future value, asserting that short-term emotional fluctuations will not affect long-term outcomes [5] - The strategy involves positioning during periods of controversy rather than waiting for market consensus [5] Conclusion - Overall, the recent adjustments by Wood, while limited in number, carry significant directional and strategic implications, as she locks in core positions in new technological waves [8] - The actions signal a commitment to investing based on underlying business logic rather than market sentiment, indicating that decisive investors are already positioning themselves for future leadership [8]