Nvidia Tops Hedge Fund Buys as Interest in AI Stocks Fuel Market Gains: Bloomberg
Nvidia Tops Hedge Fund Buys as Interest in AI Stocks Fuel Market Gains: Bloomberg
Nvidia Corp (NASDAQ:NVDA) saw the most significant increase in market value among stocks held by hedge funds in the first quarter, despite these funds' overall net sales of shares.
英伟达公司（纳斯达克股票代码：NVDA）在第一季度对冲基金持有的股票中市值增幅最大，尽管这些基金的股票总净销售额。
As hedge funds continued to adjust their portfolios amidst rising interest in artificial intelligence, they also increased their holdings in other leading AI companies such as Amazon.Com Inc (NASDAQ:AMZN), Meta Platforms Inc (NASDAQ:META), and Microsoft Corp (NASDAQ:MSFT), while reducing positions in each.
随着对冲基金在对人工智能的兴趣不断增加的情况下继续调整其投资组合，他们还增加了对其他领先人工智能公司的持股，例如亚马逊公司（纳斯达克股票代码：AMZN）、Meta Platforms Inc（纳斯达克股票代码：MSFT）和微软公司（纳斯达克股票代码：MSFT），同时减少了各自的头寸。
The total holdings increased to $1.887 trillion from $1.728 trillion the previous quarter, with technology stocks constituting the most significant sector at 28% of portfolios, Bloomberg analyses 13F filings from 1,124 hedge funds.
彭博社分析了1,124家对冲基金的13F申报，总持股量从上一季度的1.728万亿美元增至1.887万亿美元，其中科技股占投资组合的28％，是最重要的板块。
During this period, notable shifts included Tiger Global Management boosting its stake in Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL), while Renaissance Technologies shifted from Exxon Mobil Corp (NYSE:XOM) to Chevron Corp (NYSE:CVX) and increased its focus on financial stocks.
在此期间，显著的转变包括老虎环球管理增加其在Alphabet Inc（纳斯达克股票代码：GOOG）（纳斯达克股票代码：GOOG）的股份，而复兴科技公司从埃克森美孚公司（纽约证券交易所代码：XOM）转移到雪佛龙公司（纽约证券交易所代码：CVX），并增加了对金融股的关注。
Two Sigma Advisers expanded in health care and reduced technology holdings, including exiting positions in Advanced Micro Devices Inc (NASDAQ:AMD).
两位西格玛顾问扩大了医疗保健领域，减少了科技股份，包括退出Advanced Micro Devices Inc（纳斯达克股票代码：AMD）的职位。
Meanwhile, Berkshire Hathaway Inc (NYSE:BRK) (NYSE:BRK) reduced its substantial stake in Apple Inc (NASDAQ:AAPL), which still remains its largest holding.
同时，伯克希尔·哈撒韦公司（纽约证券交易所代码：BRK）（纽约证券交易所代码：BRK）减少了其在苹果公司（纳斯达克股票代码：AAPL）的大量股份，该公司仍是其最大的持股公司。
Overall, Microsoft experienced the most reductions, while Amazon saw the most increases in hedge fund portfolios.
总体而言，微软的减幅最大，而亚马逊的对冲基金投资组合增幅最大。
Analysts expect continued upside from Nvidia, driven by the supply recovery of H100 GPUs and the ramp of H200 GPUs, coupled with GB200 and Blackwell. According to analysts, Nvidia's transition to new GPU models will likely generate over $200 billion in data center revenue by 2025.
分析师预计，受H100显卡供应复苏和H200 GPU的上涨以及 GB200 和布莱克韦尔的推动，英伟达将继续上涨。根据分析师的说法，到2025年，英伟达向新的GPU模型的过渡可能会产生超过2000亿美元的数据中心收入。
Nvidia's stock gained 224%, fueled by its AI chips and GPU market moats.
受其人工智能芯片和GPU市场护城河的推动，英伟达的股票上涨了224％。
Investors can gain exposure to Nvidia via EA Series Trust Strive U.S. Semiconductor ETF (NYSE:SHOC) and VanEck Semiconductor ETF (NASDAQ:SMH).
投资者可以通过EA Series Trust Strive美国半导体ETF（纽约证券交易所代码：SHOC）和VanEck半导体ETF（纳斯达克股票代码：SMH）获得英伟达的敞口。
Price Action: NVDA shares closed higher by 3.58% at $946.30 at Wednesday.
价格走势：周三，NVDA股价收盘上涨3.58％，至946.30美元。
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