英伟达Q2持仓曝光,不仅9成仓位豪赌CoreWeave,更是通过多元化布局下游应用企业构建完整的AI生态系统。 周五,根据英伟达最新披露的13F文件,截至6月30日,CoreWeave已成为英伟达投资组合中的绝对核心资产。英伟达将91.36%的公开持仓集中押注于AI云计算服务商CoreWeave,总投资额达39.6亿美元。 除CoreWeave外,英伟达还持有其他多家AI相关公司的股份,包括Arm...
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