跳到正文
Bloomberg：Technology·· 2 小时前AI 评分31

Ark 的 Wood 在"波动"芯片周期中看好 Nvidia、AMD

Ark's Wood Favors Nvidia, AMD in 'Volatile' Chip Cycle

AI 导读

Ark Investment Management 创始人兼 CEO Cathie Wood 表示，其半导体持仓规避传统存储芯片厂商，转向 Nvidia 和 AMD，因为存储芯片周期"最波动"。她称 AI 革命"才刚刚开始"，看好高带宽存储，但认为其余领域已趋于商品化且中国正大举进入。

正文

Skip to content

Bloomberg the Company & Its Products The Company & its ProductsBloomberg Terminal Demo RequestBloomberg Anywhere Remote Login Bloomberg Anywhere LoginBloomberg Customer Support Customer Support

  • Bloomberg

Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world

For Customers

*   [Bloomberg Anywhere Remote Login](https://bba.bloomberg.net/?utm_source=bloomberg-menu&utm_medium=bcom)
*   [Software Updates](https://www.bloomberg.com/professional/support/customer-support/software-updates/?utm_source=bloomberg-menu&utm_medium=bcom)
*   [Manage Products and Account Information](https://service.bloomberg.com/portal/sessions/new?utm_source=bloomberg-menu&utm_medium=bcom)

Support

Americas+1 212 318 2000

EMEA+44 20 7330 7500

Asia Pacific+65 6212 1000

Communications

*   [Press Announcements](https://www.bloomberg.com/company/announcements/?utm_source=bloomberg-menu&utm_medium=bcom)
*   [Press Contacts](https://www.bloomberg.com/company/press-contacts/?utm_source=bloomberg-menu&utm_medium=bcom)

Follow

*   [Facebook](https://www.facebook.com/Bloomberglp)
*   [Instagram](https://www.instagram.com/bloomberg/)
*   [LinkedIn](https://www.linkedin.com/company/2494)
*   [YouTube](https://www.youtube.com/@bloomberglp)

Industry Products

*   [Bloomberg Law](https://pro.bloomberglaw.com/?utm_source=bloomberg-menu&utm_medium=bcom)
*   [Bloomberg Tax](https://pro.bloombergtax.com/?utm_source=bloomberg-menu&utm_medium=bcom)
*   [Bloomberg Government](https://about.bgov.com/?utm_source=bloomberg-menu&utm_medium=bcom)
*   [BloombergNEF](https://about.bnef.com/?utm_source=bloomberg-menu&utm_medium=bcom)

Media Services

*   [Bloomberg Media Distribution](https://www.bloomberg.com/distribution?utm_source=bloomberg-menu&utm_medium=bcom)
*   [Advertising](https://www.bloombergmedia.com/?utm_source=bloomberg-menu&utm_medium=bcom)

Communications

*   [Press Announcements](https://www.bloomberg.com/company/announcements/?utm_source=bloomberg-menu&utm_medium=bcom)
*   [Press Contacts](https://www.bloomberg.com/company/press-contacts/?utm_source=bloomberg-menu&utm_medium=bcom)

Follow

*   [Facebook](https://www.facebook.com/Bloomberglp)
*   [Instagram](https://www.instagram.com/bloomberg/)
*   [LinkedIn](https://www.linkedin.com/company/2494)
*   [YouTube](https://www.youtube.com/@bloomberglp)

Industry Products

*   [Bloomberg Law](https://pro.bloomberglaw.com/?utm_source=bloomberg-menu&utm_medium=bcom)
*   [Bloomberg Tax](https://pro.bloombergtax.com/?utm_source=bloomberg-menu&utm_medium=bcom)
*   [Bloomberg Government](https://about.bgov.com/?utm_source=bloomberg-menu&utm_medium=bcom)
*   [BloombergNEF](https://about.bnef.com/?utm_source=bloomberg-menu&utm_medium=bcom)

Media Services

*   [Bloomberg Media Distribution](https://www.bloomberg.com/distribution?utm_source=bloomberg-menu&utm_medium=bcom)
*   [Advertising](https://www.bloombergmedia.com/?utm_source=bloomberg-menu&utm_medium=bcom)

  • Bloomberg

Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world

For Customers

*   [Bloomberg Anywhere Remote Login](https://bba.bloomberg.net/?utm_source=bloomberg-menu&utm_medium=bcom)
*   [Software Updates](https://www.bloomberg.com/professional/support/customer-support/software-updates/?utm_source=bloomberg-menu&utm_medium=bcom)
*   [Manage Contracts and Orders](https://service.bloomberg.com/portal/sessions/new?utm_source=bloomberg-menu&utm_medium=bcom)

Support

Americas+1 212 318 2000

EMEA+44 20 7330 7500

Asia Pacific+65 6212 1000

Sign InSubscribe

Live TV

US Edition

Subscribe

Video 1

Video Player is loading.

Unmute

Current Time 0:01

Loaded: 23.14%

0:01

1x

Playback Rate

  • 2x

  • 1.75x

  • 1.5x

  • 1.25x

  • 1x, selected

  • 0.75x

  • 0.5x

  • 0.25x

  • captions off, selected

  • English

This is a modal window.

Ad 0:14

Unmute

Oct 14th, 2026

Ark's Wood Favors Nvidia, AMD in 'Volatile' Chip Cycle

Cathie Wood, founder, CEO and CIO of Ark Investment Management, discusses why she avoids traditional memory-chip players, saying the business cycle is "most volatile." Speaking on Bloomberg Television, Wood adds that we are "just at the beginning" of the artificial intelligence revolution. "In terms of our semiconductor exposure, [we] tend to be at the less-cyclical end of the spectrum," she adds.

Playlist

  1. Ark's Wood Favors Nvidia, AMD in 'Volatile' Chip Cycle Now Playing

  2. Mainspring, AEP Strike Deal to Bring Power Online Faster Duration:5:57

  3. Rising US Bond Yields Show No Sign of Slowing Duration:3:43

  4. Blackstone's Gray Says AI Infrastructure Is 'Right Place to Be' Duration:1:58

  5. In Full: Blackstone's Gray on India's Modi, AI Buildout Duration:7:35

  6. Defiance CEO's Son Inspires Autism ETF Duration:2:44

  7. SambaNova CEO: AI’s Next Phase Is About Efficiency Duration:9:02

  8. Defiance ETF Looks to Make Impact Against Autism Duration:8:01

  9. 10-Year Yield at 6% A Major Psychological Level for Investors: Singaravelu Duration:6:01

  10. Houthis Hit Saudi Aramco Headquarters in Missile Attack Duration:2:21

  11. Why JPMorgan Is the Most AI-Advanced Bank Duration:4:21

  12. Seeing 'Bond Abundance': BNP Paribas' Robson Duration:10:20

  13. Vista Equity CEO Smith on Growth of AI, Agentic Software Duration:16:08

  14. Muse Wonder Puts Meta's Aggressive AI Push in Focus Duration:3:27

  15. India's Jaishankar Says China Not Giving Level Playing Field Duration:3:02

  16. CFTC Staff Told to Retract Analysis of Suspicious Oil Trades Duration:4:19

0:00

Really interesting to hear your comments about memory chip players. Of course, a lot of people

0:03

have done very well about investing in them. Talk us through your reasoning as to why

0:07

you're avoiding them.

0:09

Yes. Well, I think the memory chip cycle is the most most volatile. So what I'd

0:19

like to do is just set set the stage a bit. We think we're in a

0:22

very powerful cycle, a technology revolution that is going to continue to benefit the memory stocks,

0:30

especially high bandwidth memory. The rest of the space is a bit commoditized, and now China

0:37

is entering the scene in a pretty aggressive way. So I don't want to be mistaken.

0:43

We we think we're just at the beginning of this AI revolution, certainly closer to the

0:48

beginning, and we don't see the end for a very long time. We just, in terms

0:52

of our semiconductor exposure, tend to be at the less cyclical end of the spectrum.

1:00

Okay. Well, thanks for clarifying that. I do wonder on a day when we've had ASML

1:04

just reporting in Europe. Of course, one of those, few companies that we have in Europe

1:08

that's directly linked to the AI trade as well. Now correct me if I'm wrong, but

1:12

when I looked, you don't have an investment in ASML. I'm I'm curious as to why

1:16

given its importance to the AI supply chain.

1:20

Yes. It's, critically important to the AI supply chain. We've chosen to express our our semiconductor

1:27

exposure, through NVIDIA, AMD, really those who are are powering this cycle. Of course, it's gonna

1:36

benefit, the entire supply chain. We're also, much more focused on on cloud computing generally, data

1:44

centers. I think there's a lot of fear that there's overbuilding. There's a lot of fear

1:47

that there's... You know, that that that not in my backyard. You're raising my electricity prices

1:53

is going to destroy the cycle. We do not believe that's the case. If one city

1:59

doesn't want these data centers, others will vie for them because they're going to help with

2:04

economic development. So we're we're we're pretty much at every part of the supply chain with

2:10

the exception of the the semi cap equipment space.

Recommended

Image 1: Mainspring, AEP Strike Deal to Bring Power Online Faster Duration:5:57 ### Mainspring, AEP Strike Deal to Bring Power Online Faster

Image 2: Rory McIlroy Would Welcome LIV Golfers Back to PGA Tour Duration:4:11 ### Rory McIlroy Would Welcome LIV Golfers Back to PGA Tour

Image 3: Rising US Bond Yields Show No Sign of Slowing Duration:3:43 ### Rising US Bond Yields Show No Sign of Slowing

Image 4: Blackstone's Gray Says AI Infrastructure Is 'Right Place to Be' Duration:1:58 ### Blackstone's Gray Says AI Infrastructure Is 'Right Place to Be'

Image 5: In Full: Blackstone's Gray on India's Modi, AI Buildout Duration:7:35 ### In Full: Blackstone's Gray on India's Modi, AI Buildout

Image 6: Defiance CEO's Son Inspires Autism ETF Duration:2:44 ### Defiance CEO's Son Inspires Autism ETF

Image 7: SambaNova CEO: AI’s Next Phase Is About Efficiency Duration:9:02 ### SambaNova CEO: AI’s Next Phase Is About Efficiency

Image 8: Defiance ETF Looks to Make Impact Against Autism Duration:8:01 ### Defiance ETF Looks to Make Impact Against Autism

Image 9: 10-Year Yield at 6% A Major Psychological Level for Investors: Singaravelu Duration:6:01 ### 10-Year Yield at 6% A Major Psychological Level for Investors: Singaravelu

Image 10: Houthis Hit Saudi Aramco Headquarters in Missile Attack Duration:2:21 ### Houthis Hit Saudi Aramco Headquarters in Missile Attack

Available on:

Listen on Apple TVListen on RokuListen on Samsung TVListen on Fire TVListen on Android TVListen on Rakuten TVListen on Haystack News

Watch BTV in your area:

Channel Finder

Terms of ServiceDo Not Sell or Share My Personal InformationTrademarksPrivacy Policy

CareersAdvertise

Ad Choices

Help©2026 Bloomberg L.P. All Rights Reserved.

We've updated our terms

By accepting, you agree to our updated Terms of Service, including the arbitration provision and class action waiver. You understand that we process your information as described in the Privacy Policy, which may include sharing information about your use of Bloomberg.com with third parties. Accepting does not affect your right to opt-out at any time via the Do Not Sell or Share My Personal Information link in the website footer.

Accept

Image 15

来源：Bloomberg：Technology · bloomberg.com

NVIDIA 英伟达大佬观点行业动态#行业动态#大佬观点