蓝鲸资本清仓Meta(META.US)、微软(MSFT.US) 逆势抄底英伟达(NVDA.US)

智通财经网2025-04-18

据媒体援引基金经理消息报道，由英国亿万富翁Peter Hargreaves鼎力支持的蓝鲸资本(Blue Whale Capital LLP)在去年大幅削减了对Meta(META.US)和微软(MSFT.US)的持仓后，目前已经完全清仓了这两家科技巨头的股份。基金经理Stephen Yiu表示，蓝鲸资本清仓Meta是因为担忧美国关税措施可能导致全球经济放缓、进而影响Meta的数字广告业务，而清仓微软...

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