凯茜伍德再度减持特斯拉，大举买入百度

Core Viewpoint - ARK Invest, led by Cathie Wood, has adjusted its holdings by increasing its stake in Chinese tech giant Baidu (BIDU) while reducing its position in Tesla (TSLA) [2][3] Group 1: Baidu Investment - ARK Innovation ETF (ARKK) purchased 51,263 shares of Baidu for approximately $6.7 million [3] - Citi analyst Alicia Yap raised Baidu's target price to $181, indicating nearly a 40% upside potential for the stock, driven by ongoing growth in China's AI and cloud services [3] Group 2: Autonomous Driving Sector - Cathie Wood increased investment in the autonomous driving sector by buying 17,326 shares of WeRide (WRD) for about $1.6 million through ARK Autonomous Technology & Robotics ETF (ARKQ) [3] - Despite a recent 2.8% decline in WeRide's stock price due to a target price downgrade by JPMorgan, the firm maintains a "buy" rating, citing long-term growth potential as regulatory policies for robotaxis improve [3] Group 3: Tesla Position Adjustment - ARK Invest reduced its Tesla holdings by selling 2,100 shares for approximately $923,000 amid analyst concerns regarding its fair valuation [3] Group 4: Other Portfolio Adjustments - Additional adjustments in the portfolio include changes in positions for GeneDX Holdings (WGS), Tempus AI (TEM), and Arcturus Therapeutics (ARCT) [3]