特斯拉股价震荡，“木头姐”悄然减持，转身加仓这只芯片巨头

Group 1 - Ark Invest, known for its bullish stance on Tesla, has adjusted its fund holdings by reducing its position in Tesla while increasing its stake in semiconductor giant Broadcom, signaling a clear bet on the AI semiconductor sector [1][3] - Ark's Next Generation Internet Fund increased its holdings by 31,308 shares of Broadcom, while the Innovation Fund purchased 111,781 shares, marking an initial investment in this chip stock [3] - Despite Tesla remaining the largest holding in Ark's portfolio at nearly 10%, the continuous reduction in shares and Tesla's stock price volatility reflect a cautious outlook from CEO Cathie Wood regarding its short-term performance [3] Group 2 - Tesla's stock experienced a 1.8% drop in a single day following Elon Musk's announcement of a shift to a monthly subscription model for its full self-driving software, contributing to increased volatility [3] - Ark's Financial Technology Fund has also increased its position in newly listed Klarna Group, continuing its focus on high-growth sectors [3]