Cathie Wood Buys Baidu & Alibaba, Dumps Roku & $69M BREA Stake
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最新报道：Cathie Wood's Ark Invest made significant portfolio changes, buying Baidu at $137.44 and Alibaba at $182.78 per share, while selling Roku at $103.57 and completely exiting a $69 million position in BREA at $24.72. Alibaba carries a "Strong Buy" rating with a $191.55 price target, while Baidu holds a "Moderate Buy" despite an $121.69 target showing downside. The moves signal a strategic pivot toward Chinese tech stocks, with Alibaba valued at $424.97 billion and Baidu at $47.08 billion, focusing on AI and cloud growth potential.
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