市场激辩AI泡沫将破 软银清仓、桥水减持!英伟达走势成焦点

第一财经
Nov 15

北京时间11月11日,软银集团清仓英伟达股份,套现58.3亿美元,引起了市场上关于AI泡沫可能破裂的担忧。但抛售还没结束。  华尔街最大的对冲基金桥水周五公布截至今年三季度末的持仓报告。报告显示,桥水在三季度大幅减持芯片巨头英伟达,减持比例近三分之二,桥水还减持了过半的Alphabet股票、约9.6%的亚马逊股票、超35%的微软股票。在给投资者的一份报告中,桥水首席投资官Karen Karniol...

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