英伟达“信仰分化”：大跌前，Citadel、DE Shaw砍仓，文艺复兴加仓

扎西得嘞拖吉切

08-16

“AI信仰”还能维持多久？在英伟达这座“金矿”上，华尔街巨头们正展开激烈的争夺，有的狂热买入，有的却急于抛售。

一些知名对冲基金如Citadel和DE Shaw在本月 $英伟达 (NVDA.US)$ 股价暴跌前削减了持股，而Renaissance和Marshall Wace则增加了持股。

如此截然不同的态度表明，市场对于这家AI巨头的估值和发展潜力存在着巨大的分歧。

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