对冲基金创办人Jonah Cheng曾把英伟达称为他职业生涯中最好的选股。但他现在已经清空这家公司所有持股，这家市值3.5万亿美元芯片制造商的前景不再让他那么笃定。
这位瑞银前分析师的科技基金去年回报率高达 42%，他是过去十年中受益于英伟达股价飞涨的投资者之一。2016年创立Captain Global Fund时，他买进的第一批股票之一就是英伟达，此后他又多次再投资。
现在，他不再那么有把握了。
Cheng在第一季出售了英伟达股票，理由是担心与GB200机柜有关的延误。他指出，库存风险、获利预测未能上修、来自客制化芯片的竞争等，都是他避开该股票的原因。
Cheng说，真的很喜欢英伟达 ，这只股票帮他赚了人生中最多的钱。他的基金管理着约1亿美元的资产。他表示，需要卖出时，就得卖出。不能爱上一只股票。
责任编辑：丁文武
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