Third Point对美国科技股七巨头调整仓位:清仓特斯拉和Meta,减持Meta和亚马逊,增持英伟达

金融界
16 May

Daniel Loeb旗下对冲基金Third Point一季度清空对电动汽车制造商特斯拉公司和社交媒体巨头Meta Platforms Inc.的全部持股,还减持了亚马逊股票超过100万股,至总持股量235万股。然而,该对冲基金增持了人工智能芯片制造商英伟达公司,并增持阿波罗、 太平洋瓦电、美国钢铁、AT&T等股票。在其投资组合中,占比前五依次为太平洋瓦电、亚马逊、台积电ADR、Live ...

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