押注AI!对冲基金大佬Dan Loeb看中这两只股票,并继续持有台积电和英伟达

华尔街见闻
Nov 04

对冲基金Third Point第三季度投资者信函中披露其建仓了韩国存储芯片制造商海力士和日本半导体生产设备制造商Ebara。Loeb在信中表示,这两家公司都是各自行业的领导者,是AI基础设施建设的重要受益者,其估值“绝对合理”,相较于美国同行甚至存在“显著折价”。对冲基金Third Point创始人Daniel Loeb正加倍押注AI赛道,他将投资组合拓展至他认为估值偏低的国际半导体公司。11月3...

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