Blue Whale基金清空Meta和微軟持股

環球市場播報

04-18

　　據報道，Blue Whale Growth的基金經理Stephen Yiu在接受採訪時稱，4月2日特朗普宣佈對等關稅後，該投資基金出售了所持全部Meta股票。

　　科技股約佔其投資組合的40%；Meta的配置比例約爲3%。

　　億萬富翁Peter Hargreaves支持的該投資基金由於擔心微軟在人工智能上投入大量資金，也清空了微軟股票。

　　過去幾週一直在利用價格下跌的機會買入英偉達，該股在整個投資組合中的持倉比例從2024年底的7%提高到了10%。

海量資訊、精準解讀，盡在新浪財經APP

責任編輯：劉明亮

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

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href=\"https://laohu8.com/S/MSFT\">微軟</a></span><span></span>在人工智能上投入大量資金，也清空了微軟股票。</p>\n<p>　　過去幾週一直在利用價格下跌的機會買入<a href=\"https://laohu8.com/S/NVDA\">英偉達</a>，該股在整個投資組合中的持倉比例從2024年底的7%提高到了10%。</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<p>責任編輯：劉明亮 </p>\n</div></body></html>\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-04-18/doc-inetquyr7948489.shtml\">環球市場播報</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\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) 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