亿万富翁投资者Peter Thiel的基金在三季度进行重大调仓:清仓英伟达,并猛砍特斯拉76%持仓。与此同时,基金新建微软与苹果头寸,整体美股持仓规模缩减约三分之二。此番操作印证了他对AI“炒作周期”的警告。作为硅谷最具影响力的投资者之一,Peter Thiel的最新动向又一次向狂热的AI市场发出一个明确的谨慎信号。根据向美国证券交易委员会(SEC)提交的最新13F持仓报告,Thiel Macro...
Source Link亿万富翁投资者Peter Thiel的基金在三季度进行重大调仓:清仓英伟达,并猛砍特斯拉76%持仓。与此同时,基金新建微软与苹果头寸,整体美股持仓规模缩减约三分之二。此番操作印证了他对AI“炒作周期”的警告。作为硅谷最具影响力的投资者之一,Peter Thiel的最新动向又一次向狂热的AI市场发出一个明确的谨慎信号。根据向美国证券交易委员会(SEC)提交的最新13F持仓报告,Thiel Macro...
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