减持英伟达!索罗斯战友Druckenmiller领衔,索罗斯基金清仓
据13F文件显示,亿万富翁Stanley Druckenmiller的家族理财室Duquesne Family Office在截至9月30日的季度削减了英伟达的头寸。这是该公司今年首次披露减持该AI热潮主要受益者的股票。索罗斯的家族理财室,以及多家族理财室Stonehage Fleming的一个部门也在此期间减持了英伟达股票。截至9月30日,英伟达仍以3.805亿美元的市值在Druckenmiller家族理财室中占比最高。Druckenmiller今年曾表示,“人工智能可能像互联网一样具有创新性……如果我在人工智能方面的判断是正确的,我可能再持有英伟达两三年”甚至更长时间。
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