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wrote a column · Jan 23 13:15 ·

Following Cathie Wood: Heavy bets on autonomous driving company WeRide, adding positions in AI precision healthcare TEM

On Thursday Eastern Time, the US stock market extended its upward trend from the previous trading session. With easing geopolitical tensions, a broad-based rally emerged, driving the three major indices higher overall.
From the overnight moves by 'Cathie Wood,' she remains focused on her core belief in 'disruptive innovation,' with a clear tilt towards autonomous driving and AI precision healthcare.
On Thursday U.S. Eastern Time, the U.S. stock market extended its gains from the previous trading day. With geopolitical tensions easing, a broad-based rally pushed all three major indexes higher. Based on Cathie Wood's overnight moves, she remains focused on her core belief in 'disruptive innovation,' with a clear tilt toward autonomous driving and AI precision healthcare. Direction of added positions: Heavy bets on autonomous driving, adding positions in AI precision healthcare Cathie Wood's overnight purchases $WeRide (WRD.US)$166,000 shares bought, with an additional 7,175 shares added $Kodiak AI (KDK.US)$。Cathie Wood’s unwavering commitment to Robotaxi and autonomous freight has not diminished. Adding WRD is a strong signal that she is optimistic about WeRide’s ability to commercialize L4 autonomous driving, particularly in global Robotaxi and Robobus deployments. Paired with the purchase of KDK (focused on long-haul autonomous freight), it shows ARK is building a complete 'autonomous mobility ecosystem' – covering urban passenger transport to trunk logistics, going all out. $Tempus AI (TEM.US)$Bought 13,500 shares, perfectly confirming Cathie Wood's recent repeated emphasis: 'AI and multi-omics data will form a virtuous cycle.'TempusAI is a prime example of this logic. ARK believes that training better AI models through massive clinical data can fundamentally accelerate drug...
Direction of increased positions: Heavy bets on autonomous driving and adding to AI precision healthcare.
Cathie Wood’s overnight purchases $WeRide (WRD.US)$166,000 shares added, an increase of 7,175 shares $Kodiak AI (KDK.US)$。Cathie Wood’s obsession with Robotaxi and autonomous freight has never diminished. Adding WRD is a strong signal that she is bullish on WeRide's ability to commercialize L4 autonomous driving, particularly its global Robotaxi and Robobus deployment. Coupled with the purchase of KDK (focused on long-haul autonomous freight), it shows ARK is building a complete 'autonomous mobility ecosystem'—covering urban passenger transport to trunk logistics, going all out.
$Tempus AI (TEM.US)$Bought 13,500 shares, a transaction that perfectly validates Cathie Wood’s recent emphasis: 'Artificial intelligence and multi-omics data will form a virtuous cycle.'TempusAI is a typical example of this logic. ARK believes that better AI models trained on massive clinical datasets can fundamentally accelerate drug development and precision treatment. This is not just about buying one company but investing in the flywheel effect of 'more data → better models → better treatments.'
Direction of reduced positions: Significant reduction in BEAM, sold software stocks U&ROKU
Overnight, sold $Beam Therapeutics (BEAM.US)$ (Gene editing) has drawn more attention; this could be a tactical balancing of positions, shifting funds from pure biotechnology to targets with stronger 'AI-enabled' attributes (such as TEM). As for the reduction $Roku Inc (ROKU.US)$ and $Unity Software (U.US)$ , it falls under routine position management, focusing firepower on sectors with higher conviction.
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On Thursday U.S. Eastern Time, the U.S. stock market extended its gains from the previous trading day. With geopolitical tensions easing, a broad-based rally pushed all three major indexes higher. Based on Cathie Wood's overnight moves, she remains focused on her core belief in 'disruptive innovation,' with a clear tilt toward autonomous driving and AI precision healthcare. Direction of added positions: Heavy bets on autonomous driving, adding positions in AI precision healthcare Cathie Wood's overnight purchases $WeRide (WRD.US)$166,000 shares bought, with an additional 7,175 shares added $Kodiak AI (KDK.US)$。Cathie Wood’s unwavering commitment to Robotaxi and autonomous freight has not diminished. Adding WRD is a strong signal that she is optimistic about WeRide’s ability to commercialize L4 autonomous driving, particularly in global Robotaxi and Robobus deployments. Paired with the purchase of KDK (focused on long-haul autonomous freight), it shows ARK is building a complete 'autonomous mobility ecosystem' – covering urban passenger transport to trunk logistics, going all out. $Tempus AI (TEM.US)$Bought 13,500 shares, perfectly confirming Cathie Wood's recent repeated emphasis: 'AI and multi-omics data will form a virtuous cycle.'TempusAI is a prime example of this logic. ARK believes that training better AI models through massive clinical data can fundamentally accelerate drug...
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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