金吾财讯 | 台积电(TSM)盘前跌超2%,截至发稿,报189.14美元。消息面上,索罗斯基金一季大幅调整持仓,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。
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