华尔街大佬Tepper押注AI:美光持仓激增200%,新买韩国ETF

华尔街见闻
Feb 18

Appaloosa Management的David Tepper在去年第四季度大举押注人工智能相关投资,大幅增持美光科技并新建韩国股票头寸,这两项投资今年均表现强劲。 这位亿万富翁对冲基金经理将美光科技的持仓提升至4.28亿美元,增幅达200%,使这家AI系统关键内存芯片制造商成为该基金第四大持仓,据InsiderScore数据显示。全球内存短缺推动美光股价今年已上涨近30%。 与此同时,...

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