藍鯨資本清倉Meta(META.US)、微軟(MSFT.US) 逆勢抄底英偉達(NVDA.US)

智通財經網

04-18

據媒體援引基金經理消息報道，由英國億萬富翁Peter Hargreaves鼎力支持的藍鯨資本(Blue Whale Capital LLP)在去年大幅削減了對Meta(META.US)和微軟(MSFT.US)的持倉後，目前已經完全清倉了這兩家科技巨頭的股份。

基金經理Stephen Yiu表示，藍鯨資本清倉Meta是因爲擔憂美國關稅措施可能導致全球經濟放緩、進而影響Meta的數字廣告業務，而清倉微軟是因爲擔憂該公司對人工智能投資的增長可能很快超過現金生成。數據顯示，截至2024年底，Meta、微軟佔藍鯨資本的持倉比例分別爲3.3%和2.11%。

但另一方面，對英偉達(NVDA.US)情有獨鍾的藍鯨資本在今年以來該股股價下跌近24%之際選擇增持英偉達。數據顯示，截至去年年底，藍鯨資本持有約109萬股英偉達股份，彼時的市值爲1.47億美元。

海量資訊、精準解讀，盡在新浪財經APP

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class=\"h-time small\">2025-04-18 19:10</span>\n</p>\n</h4>\n</header>\n<article>\n<html><body><div>\n<p cms-style=\"font-L\">據媒體援引基金經理消息報道，由英國億萬富翁Peter Hargreaves鼎力支持的藍鯨資本(Blue Whale Capital LLP)在去年大幅削減了對Meta(META.US)和<a href=\"https://laohu8.com/S/MSFT\">微軟</a>(MSFT.US)的持倉後，目前已經完全清倉了這兩家科技巨頭的股份。</p><p cms-style=\"font-L\">基金經理Stephen Yiu表示，藍鯨資本清倉Meta是因爲擔憂美國關稅措施可能導致全球經濟放緩、進而影響Meta的數字廣告業務，而清倉微軟是因爲擔憂該公司對人工智能投資的增長可能很快超過現金生成。數據顯示，截至2024年底，Meta、微軟佔藍鯨資本的持倉比例分別爲3.3%和2.11%。</p><p cms-style=\"font-L\">但另一方面，對<a href=\"https://laohu8.com/S/NVDA\">英偉達</a>(NVDA.US)情有獨鍾的藍鯨資本在今年以來該股股價下跌近24%之際選擇增持英偉達。數據顯示，截至去年年底，藍鯨資本持有約109萬股英偉達股份，彼時的市值爲1.47億美元。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量資訊、精準解讀，盡在新浪財經APP</div>\n</div>\n</div></body></html>\n<div class=\"bt-text\">\n\n\n<p> 來源：<a 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