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.
英偉達公司（納斯達克股票代碼：NVDA）在第一季度對沖基金持有的股票中市值增幅最大，儘管這些基金的股票總淨銷售額。
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.
隨着對沖基金在對人工智能的興趣不斷增加的情況下繼續調整其投資組合，他們還增加了對其他領先人工智能公司的持股，例如亞馬遜公司（納斯達克股票代碼：AMZN）、Meta Platforms Inc（納斯達克股票代碼：MSFT）和微軟公司（納斯達克股票代碼：MSFT），同時減少了各自的頭寸。
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家對沖基金的13F申報，總持股量從上一季度的1.728萬億美元增至1.887萬億美元，其中科技股佔投資組合的28％，是最重要的板塊。
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.
在此期間，顯著的轉變包括老虎環球管理增加其在Alphabet Inc（納斯達克股票代碼：GOOG）（納斯達克股票代碼：GOOG）的股份，而復興科技公司從埃克森美孚公司（紐約證券交易所代碼：XOM）轉移到雪佛龍公司（紐約證券交易所代碼：CVX），並增加了對金融股的關注。
Two Sigma Advisers expanded in health care and reduced technology holdings, including exiting positions in Advanced Micro Devices Inc (NASDAQ:AMD).
兩位西格瑪顧問擴大了醫療保健領域，減少了科技股份，包括退出Advanced Micro Devices Inc（納斯達克股票代碼：AMD）的職位。
Meanwhile, Berkshire Hathaway Inc (NYSE:BRK) (NYSE:BRK) reduced its substantial stake in Apple Inc (NASDAQ:AAPL), which still remains its largest holding.
同時，伯克希爾·哈撒韋公司（紐約證券交易所代碼：BRK）（紐約證券交易所代碼：BRK）減少了其在蘋果公司（納斯達克股票代碼：AAPL）的大量股份，該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.
總體而言，微軟的減幅最大，而亞馬遜的對沖基金投資組合增幅最大。
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.
分析師預計，受H100顯卡供應復甦和H200 GPU的上漲以及 GB200 和布萊克韋爾的推動，英偉達將繼續上漲。根據分析師的說法，到2025年，英偉達向新的GPU模型的過渡可能會產生超過2000億美元的數據中心收入。
Nvidia's stock gained 224%, fueled by its AI chips and GPU market moats.
受其人工智能芯片和GPU市場護城河的推動，英偉達的股票上漲了224％。
Investors can gain exposure to Nvidia via EA Series Trust Strive U.S. Semiconductor ETF (NYSE:SHOC) and VanEck Semiconductor ETF (NASDAQ:SMH).
投資者可以通過EA Series Trust Strive美國半導體ETF（紐約證券交易所代碼：SHOC）和VanEck半導體ETF（納斯達克股票代碼：SMH）獲得英偉達的敞口。
Price Action: NVDA shares closed higher by 3.58% at $946.30 at Wednesday.
價格走勢：週三，NVDA股價收盤上漲3.58％，至946.30美元。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免責聲明： 該內容部分是在人工智能工具的幫助下製作的，並由Benzinga編輯審查和發佈。
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譯文內容由第三人軟體翻譯。