美股大跌前夕，淡马锡30多亿美元大手笔押注科技股

华尔街见闻08-15

美股本轮回调前夕，淡马锡斥资超30亿美元买入微软、苹果等科技巨头。周四，根据新加坡淡马锡控股披露的13F文件，在截至今年6月30日的第二季度，淡马锡将美股11家大型科技公司的持股价值增加了33亿美元。其中，约32亿美元流入了科技“六巨头”：微软、苹果、英伟达、Alphabet、Meta和亚马逊。乘着AI热潮，美股科技股一路狂飙，然而在过去的两个月，随着市场对人工智能巨额资本支出的担忧以及对...

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