【索罗斯一季度清仓台积电等科技股 看好AI与新兴科技基础设施】金十数据5月16日讯，索罗斯基金一季大幅调整持仓，押注AI、太空通讯与比特币挖矿产业，同时撤出多档科技权值股。13F报告显示，索罗斯基金一季度增持英伟达、太空卫星通讯公司AST SpaceMobile、摩根大通与比特币矿商 Cipher Mining。同时，该基金清仓超微电脑、阿里巴巴和台积电并大幅减持谷歌和京东的持股比例。值得关注的是，另一位索罗斯战友、知名宏观投资人朱肯米勒掌管的Duquesne Family Office则反向操作，选择在同一季加码台积电。市场分析认为，索罗斯基金本季操作显示其对AI与新兴科技基础建设的长线看好，同时审慎调整对高基期科技股的曝险比例，反映宏观投资人在产业轮动阶段的策略性资产重组。
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