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Tracking Cathie Wood: ARK suddenly stopped selling and heavily bought the single-cell sequencing giant TXG at a low price.

On Thursday (March 19), the three major U.S. stock indexes closed lower for two consecutive days, but the declines narrowed significantly from intraday levels.
After an earlier brutal round of 'weeding out the weak,' ARK not only completely stopped its selling overnight but unexpectedly began aggressively repurchasing previously dumped healthcare hardware stocks.
On Thursday (March 19), the three major U.S. stock indexes closed lower for two consecutive days, but the declines narrowed significantly from intraday levels. After an earlier brutal round of 'weeding out the weak,' ARK not only completely stopped its selling overnight but unexpectedly began aggressively repurchasing previously dumped healthcare hardware stocks. Cathie Wood made a large purchase of the single-cell sequencing giant in one day, $10x Genomics (TXG.US)$with a whopping 92,100 shares. This was a highly notable reversal move.Throughout early March, TXG had been a key target of ARK's 'bloodbath,' with its position greatly reduced due to concerns about the growth ceiling of 'pure medical hardware tools.' However, the capital market is always a dynamic game. This sudden buyback of nearly 100,000 shares may be driven by two logics: The first is an extreme valuation recovery, where earlier panic selling might have pushed the stock into a highly cost-effective 'sweet spot' in the short term; the second is the revaluation of spatial biology data. Against the backdrop of AI healthcare models in urgent need of high-quality foundational training data, TXG, as a leading provider of single-cell sequencing equipment, may be having the value of its exclusive spatial omics data platform reassessed by ARK. Following yesterday's initial position building, Cathie Wood continued to increase her stake in an mRNA drug and vaccine development company, $Arcturus Therapeutics (ARCT.US)$ by 6,905 shares.The tactical game with TXG...
Cathie Wood made a large purchase of the single-cell sequencing giant in one day, $10x Genomics (TXG.US)$with a whopping 92,100 shares. This was a highly notable reversal move.Throughout early March, TXG had been a key target of ARK's 'bloodbath,' with its position greatly reduced due to concerns about the growth ceiling of 'pure medical hardware tools.' However, the capital market is always a dynamic game.
This sudden buyback of nearly 100,000 shares may be driven by two logics: The first is an extreme valuation recovery, where earlier panic selling might have pushed the stock into a highly cost-effective 'sweet spot' in the short term; the second is the revaluation of spatial biology data. Against the backdrop of AI healthcare models in urgent need of high-quality foundational training data, TXG, as a leading provider of single-cell sequencing equipment, may be having the value of its exclusive spatial omics data platform reassessed by ARK.
Following yesterday's initial position building, Cathie Wood continued to increase her stake in an mRNA drug and vaccine development company, $Arcturus Therapeutics (ARCT.US)$ by 6,905 shares.Unlike the tactical game with TXG, the continuous accumulation of ARCT is a typical example of 'strategic buildup.' This reaffirms ARK's long-term focus on seeking 'curative therapies' (such as gene editing and mRNA instruction rewriting). Capital is steadily flowing towards these frontier targets capable of delivering non-linear breakthroughs in life sciences.
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On Thursday (March 19), the three major U.S. stock indexes closed lower for two consecutive days, but the declines narrowed significantly from intraday levels. After an earlier brutal round of 'weeding out the weak,' ARK not only completely stopped its selling overnight but unexpectedly began aggressively repurchasing previously dumped healthcare hardware stocks. Cathie Wood made a large purchase of the single-cell sequencing giant in one day, $10x Genomics (TXG.US)$with a whopping 92,100 shares. This was a highly notable reversal move.Throughout early March, TXG had been a key target of ARK's 'bloodbath,' with its position greatly reduced due to concerns about the growth ceiling of 'pure medical hardware tools.' However, the capital market is always a dynamic game. This sudden buyback of nearly 100,000 shares may be driven by two logics: The first is an extreme valuation recovery, where earlier panic selling might have pushed the stock into a highly cost-effective 'sweet spot' in the short term; the second is the revaluation of spatial biology data. Against the backdrop of AI healthcare models in urgent need of high-quality foundational training data, TXG, as a leading provider of single-cell sequencing equipment, may be having the value of its exclusive spatial omics data platform reassessed by ARK. Following yesterday's initial position building, Cathie Wood continued to increase her stake in an mRNA drug and vaccine development company, $Arcturus Therapeutics (ARCT.US)$ by 6,905 shares.The tactical game with TXG...
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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