从最大持仓到大幅减持，“索罗斯战友”削减英伟达持仓_老虎社区_美港股上老虎

从最大持仓到大幅减持，“索罗斯战友”削减英伟达持仓

华尔街见闻05-07

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...

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MMSimona
·05-08
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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ruan_7128
·05-07
资本市场就是靠资金来说话，让你升有100个理由，叫你跌同样也有100个理由。
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reduction of holdings, \"Soros comrade-in-arms\" reduced Nvidia's position","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/2707acf90564a3960d88338c8d1b1ee5","symbols_score_info":{"NVDA":1},"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。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":303512925098064,"gmtCreate":1715120232332,"gmtModify":1715120234348,"author":{"id":"3568881705284127","authorId":"3568881705284127","name":"MMSimona","avatar":"https://static.tigerbbs.com/84863575ef7ab84a3f4f2460f5f82f91","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3568881705284127","authorIdStr":"3568881705284127"},"htmlText":"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。","listText":"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。","text":"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。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303512925098064","repostId":2433788588,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":303415594295328,"gmtCreate":1715096434746,"gmtModify":1715096436991,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","vip":1,"crmLevel":5,"crmLevelSwitch":1,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"htmlText":"资本市场就是靠资金来说话，让你升有100个理由，叫你跌同样也有100个理由。","listText":"资本市场就是靠资金来说话，让你升有100个理由，叫你跌同样也有100个理由。","text":"资本市场就是靠资金来说话，让你升有100个理由，叫你跌同样也有100个理由。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303415594295328","repostId":2433788588,"repostType":4,"repost":{"id":"2433788588","kind":"news","pubTimestamp":1715090158,"share":"https://www.laohu8.com/m/news/2433788588?lang=&edition=full","pubTime":"2024-05-07 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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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n从最大持仓到大幅减持，“索罗斯战友”削减英伟达持仓\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-07 21:55 北京时间&nbsp;&nbsp;&nbsp;<a 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":{"BK4533":"AQR资本管理(全球第二大对冲基金)","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0079474960.USD":"联博美国增长基金A","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","BK4543":"AI","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4527":"明星科技股","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY 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A2"},"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,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":2,"commentSize":2,"repostSize":2,"favoriteSize":7,"likeStatus":false,"favoriteStatus":false}}