Ark Invest购买中国科技股票Alibaba、Baidu和小马AI, 不顾利润和地缘政治风险, Ark Invest buys Chinese tech stocks Alibaba, Baidu, and Pony AI, betting on growth despite profitability and geopolitical risks.

Cathie Wood的Ark Invest购买了Alibaba、Baidu和Pony AI的股份,表明对中国增长股票的兴趣再次上升。 Cathie Wood’s Ark Invest bought shares in Alibaba, Baidu, and Pony AI, signaling renewed interest in Chinese growth stocks. Alibaba尽管收入增长不大,利润目标没有达到,但通过其占支配地位的道保和Tmall平台仍然有利可图,这些平台助长现金流动和支持回购,使青少年的远期收益倍增。 Alibaba, despite modest revenue growth and missed profit targets, remains profitable through its dominant Taobao and Tmall platforms, which fuel cash flow and support buybacks, with a forward earnings multiple in the teens. 中国AI部门的关键角色Baidu也同样得到合理估价。 Baidu, a key player in China’s AI sector, is similarly valued reasonably. 小马AI虽然无利可图,但被视为在自主驾驶方面有前途的早期创新者。 Pony AI, though unprofitable, is seen as a promising early-stage innovator in autonomous driving. 这些举动反映了Ark Invest针对新兴市场高增长机会的战略,即使风险与利润和地缘政治有关。 The moves reflect Ark Invest’s strategy of targeting high-growth opportunities in emerging markets, even amid risks tied to profitability and geopolitics.