英伟达“新进”文远知行?别乱High!

财经自媒体
18 Feb

英伟达 最近提交的13F中出现了中国自动驾驶初创企业WeRide的身影,持有WeRide大约170万股股份,也一度带High了后者。

但有些细节值得注意:

  1. 这部分投资有180天的锁定期,在锁定期结束前英伟达不能出售这些股份的;

  2. 不是新买进的股份,而是此前就持有的股份,根据13F,这部分投资不是英伟达自己做的投资决策,而是由三方机构进行的;

    英伟达是WeRide Pre-A轮融资的早期投资者,早在2017年就进行了投资,是通过启明创投Qiming Venture Partners V, L.P(上述三方机构)领投的5200万美元融资的一部分,英伟达通过其GPU Ventures部门出资;Qiming Venture Partners拥有8.5%的股份和5.7%的投票权,而英伟达并没有;

  3. 英伟达自己对科技公司投资范围非常广,且持仓时间未必很长。此前持有的 Serve Robotics Inc. (SPAC上市)仅持有两个季度便清仓。

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