段永平120亿美元持仓曝光：建仓英伟达收获回报但存长期疑虑

DoNews05-16

近日，段永平管理的H&H International Investment披露了2025年一季度持仓情况。整体持仓市值约120亿美元，较上季度下降17%。一季度新进买入英伟达、微软和台积电，其中英伟达持仓64.51万股，市值约7000万美元。尽管投资已开始获利，段永平仍对英伟达未来10年的竞争力存疑。此外，他还增持了拼多多和西方石油，大幅减持苹果、谷歌和莫德纳。此轮调仓显示其在AI浪潮下对科技股的...

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