如果100多买进了，_老虎社区_美港股上老虎

如果100多买进了，900多卖出去，赚的钱足够了。卖掉一些很正常。

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21:55","market":"us","language":"zh","title":"从最大持仓到大幅减持，“索罗斯战友”削减英伟达持仓","url":"https://stock-news.laohu8.com/highlight/detail?id=2433788588","media":"华尔街见闻","summary":"但德鲁肯米勒表示，从长远来看，仍对人工智能仍持乐观态度。","content":"<html><head></head><body><blockquote><p>但德鲁肯米勒表示，从长远来看，仍对人工智能仍持乐观态度。</p></blockquote><p style=\"text-align: justify;\">从最大持仓到大幅减持，态度180度大转弯，AI短期内被过度炒作了？</p><p style=\"text-align: justify;\">据媒体周二报道，前索罗斯副手、亿万富翁斯坦利·德鲁肯米勒透露称，<strong>他已在今年年初大幅减持英伟达头寸，并表示短期内人工智能热潮在可能会被过度炒作。</strong></p><p style=\"text-align: justify;\">而此前根据其基金持仓文件，去年年底他通过出售股票和买入看涨期权加大了对英伟达押注，<strong>英伟达一度成为德鲁肯米勒最大的持仓，他的基金持有价值近5.5亿美元的英伟达股票，约占其总股本的16%。</strong></p><p style=\"text-align: justify;\">德鲁肯米勒在媒体节目中表示：</p><blockquote><p style=\"text-align: justify;\">我们确实在3月下旬削减了英伟达以及其他很多头寸，我只是需要一个休息，我们经历了一段地狱般的好运气。我们认识到的很多东西现在已经为市场所认可。</p><p style=\"text-align: justify;\">我不是沃伦·巴菲特，无法持有股票10到20年，有时候我真希望自己是巴菲特。</p></blockquote><p style=\"text-align: justify;\">德鲁肯米勒谈及他买入英伟达的原因：</p><blockquote><p style=\"text-align: justify;\">2022年秋天由年轻合伙人介绍了解英伟达，我连拼写都不会，但我还是买了进去。</p><p style=\"text-align: justify;\">一个月后ChatGPT就出现了，即便是像我这样的老家伙，也能明白这意味着什么，所以我大幅增加了头寸。</p></blockquote><p style=\"text-align: justify;\">去年英伟达是表现最佳股票之一，飙升了惊人的238%，今年迄今再度上涨66%。</p><p style=\"text-align: justify;\">在英伟达股价从150美元飙升至900美元之后，他就减持了头寸。英伟达股价在周二跌超1%，目前报909美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8a1f91af19c6e6c973adcc0d29ec80b\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">尽管德鲁肯米勒减持英伟达，但他表示从长远来看，对人工智能的力量仍持乐观态度。</p><blockquote><p style=\"text-align: justify;\"><strong>人工智能现在或许被过度炒作了，但从长期来看仍被低估。</strong>人工智能可能会重复互联网的奇迹。随着我们进行大规模资本支出，回报将逐日递增，而真正的丰富回报可能要等4到5年后才会到来。</p></blockquote><p style=\"text-align: justify;\">此外，德鲁肯米勒还表示，他的基金已经投资了阿根廷的股票，因为他相信阿根廷新总统米莱。在谈到即将于11月举行的美国大选时，<strong>他说如果拜登赢得连任，美国将面临滞胀，而如果前总统特朗普获胜，美国可能会出现6%的通胀。</strong></p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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href=https://wallstreetcn.com/articles/3714372><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>但德鲁肯米勒表示，从长远来看，仍对人工智能仍持乐观态度。从最大持仓到大幅减持，态度180度大转弯，AI短期内被过度炒作了？据媒体周二报道，前索罗斯副手、亿万富翁斯坦利·德鲁肯米勒透露称，他已在今年年初大幅减持英伟达头寸，并表示短期内人工智能热潮在可能会被过度炒作。而此前根据其基金持仓文件，去年年底他通过出售股票和买入看涨期权加大了对英伟达押注，英伟达一度成为德鲁肯米勒最大的持仓，他的基金持有价值近...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3714372\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/782cdbe110ea287de677706d952b26ab","relate_stocks":{"LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4567":"ESG概念","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","NVDA":"英伟达","LU0444971666.USD":"天利全球科技基金","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) 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USD","BK4532":"文艺复兴科技持仓"},"source_url":"https://wallstreetcn.com/articles/3714372","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2433788588","content_text":"但德鲁肯米勒表示，从长远来看，仍对人工智能仍持乐观态度。从最大持仓到大幅减持，态度180度大转弯，AI短期内被过度炒作了？据媒体周二报道，前索罗斯副手、亿万富翁斯坦利·德鲁肯米勒透露称，他已在今年年初大幅减持英伟达头寸，并表示短期内人工智能热潮在可能会被过度炒作。而此前根据其基金持仓文件，去年年底他通过出售股票和买入看涨期权加大了对英伟达押注，英伟达一度成为德鲁肯米勒最大的持仓，他的基金持有价值近5.5亿美元的英伟达股票，约占其总股本的16%。德鲁肯米勒在媒体节目中表示：我们确实在3月下旬削减了英伟达以及其他很多头寸，我只是需要一个休息，我们经历了一段地狱般的好运气。我们认识到的很多东西现在已经为市场所认可。我不是沃伦·巴菲特，无法持有股票10到20年，有时候我真希望自己是巴菲特。德鲁肯米勒谈及他买入英伟达的原因：2022年秋天由年轻合伙人介绍了解英伟达，我连拼写都不会，但我还是买了进去。一个月后ChatGPT就出现了，即便是像我这样的老家伙，也能明白这意味着什么，所以我大幅增加了头寸。去年英伟达是表现最佳股票之一，飙升了惊人的238%，今年迄今再度上涨66%。在英伟达股价从150美元飙升至900美元之后，他就减持了头寸。英伟达股价在周二跌超1%，目前报909美元。尽管德鲁肯米勒减持英伟达，但他表示从长远来看，对人工智能的力量仍持乐观态度。人工智能现在或许被过度炒作了，但从长期来看仍被低估。人工智能可能会重复互联网的奇迹。随着我们进行大规模资本支出，回报将逐日递增，而真正的丰富回报可能要等4到5年后才会到来。此外，德鲁肯米勒还表示，他的基金已经投资了阿根廷的股票，因为他相信阿根廷新总统米莱。在谈到即将于11月举行的美国大选时，他说如果拜登赢得连任，美国将面临滞胀，而如果前总统特朗普获胜，美国可能会出现6%的通胀。","news_type":1},"isVote":1,"tweetType":1,"viewCount":209,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":56,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/303512925098064"}