Blue Whale基金清空Meta和微软持股

环球市场播报

04-18

　　据报道，Blue Whale Growth的基金经理Stephen Yiu在接受采访时称，4月2日特朗普宣布对等关税后，该投资基金出售了所持全部Meta股票。

　　科技股约占其投资组合的40%；Meta的配置比例约为3%。

　　亿万富翁Peter Hargreaves支持的该投资基金由于担心微软在人工智能上投入大量资金，也清空了微软股票。

　　过去几周一直在利用价格下跌的机会买入英伟达，该股在整个投资组合中的持仓比例从2024年底的7%提高到了10%。

海量资讯、精准解读，尽在新浪财经APP

责任编辑：刘明亮

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

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href=\"https://finance.sina.com.cn/stock/usstock/c/2025-04-18/doc-inetquyr7948489.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0348723411.USD","symbol_name":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-04-18/doc-inetquyr7948489.shtml","article_id":"2528500790","we_media_id":null,"thumbnails":["https://n.sinaimg.cn/finance/transform/162/w550h412/20250418/f222-292e202f3d71917c33d12cea8261ff60.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2528500790","pubTimestamp":1744975213,"columns":[],"sourceInfo":{"source_id":"sina_us","name":"新浪美股"},"weMediaInfo":null,"summary":"据报道，Blue Whale Growth的基金经理Stephen Yiu在接受采访时称，4月2日特朗普宣布对等关税后，该投资基金出售了所持全部Meta股票。\n　　科技股约占其投资组合的40%；Meta的配置比例约为3%。\n　　亿万富翁Peter 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