英伟达又遭清仓！继软银后 “硅谷风投教父”也出手了

格隆汇2025-11-17

继日本首富、软银孙正义后，又一亿万富翁出手，清仓了AI领域的核心龙头股——英伟达。周末披露的文件显示，亿万富翁彼得·蒂尔(Peter Thiel)已经出售了对英伟达的全部持股。蒂尔创立的蒂尔宏观基金（Thiel Macro Fund）提交的13F文件显示，蒂尔在7月至9月期间出售了约537742股英伟达股票（占其投资组合的近40%），截至9月30日，他已不再持有英伟达任何股份。相关测算显示，基于...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2584461985?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-11-17 13:05","share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","id":"2584461985","market":"us","top_or_hot":-1,"title":"英伟达又遭清仓！继软银后 “硅谷风投教父”也出手了","media":"格隆汇","content":"<div>\n<p>继日本首富、软银孙正义后，又一亿万富翁出手，清仓了AI领域的核心龙头股——英伟达。周末披露的文件显示，亿万富翁彼得·蒂尔(Peter Thiel)已经出售了对英伟达的全部持股。蒂尔创立的蒂尔宏观基金（Thiel Macro Fund）提交的13F文件显示，蒂尔在7月至9月期间出售了约537742股英伟达股票（占其投资组合的近40%），截至9月30日，他已不再持有英伟达任何股份。相关测算显示，基于...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n","source":"live_gelonghui","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达又遭清仓！继软银后 “硅谷风投教父”也出手了</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达又遭清仓！继软银后 “硅谷风投教父”也出手了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-17 13:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>继日本首富、软银孙正义后，又一亿万富翁出手，清仓了AI领域的核心龙头股——英伟达。周末披露的文件显示，亿万富翁彼得·蒂尔(Peter Thiel)已经出售了对英伟达的全部持股。蒂尔创立的蒂尔宏观基金（Thiel Macro Fund）提交的13F文件显示，蒂尔在7月至9月期间出售了约537742股英伟达股票（占其投资组合的近40%），截至9月30日，他已不再持有英伟达任何股份。相关测算显示，基于英...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">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":"NVDY","symbol_name":"NVDA期权收益策略ETF-YieldMax","start_time":0,"source_url":"https://www.gelonghui.com/rss/live/live.xml","article_id":"2584461985","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2584461985","pubTimestamp":1763355906,"columns":[],"sourceInfo":{"source_id":"live_gelonghui","name":"格隆汇"},"weMediaInfo":null,"summary":"继日本首富、软银孙正义后，又一亿万富翁出手，清仓了AI领域的核心龙头股——英伟达。周末披露的文件显示，亿万富翁彼得·蒂尔(Peter Thiel)已经出售了对英伟达的全部持股。蒂尔创立的蒂尔宏观基金（","collect":0,"end_time":0,"defaultTopTitle":"gelonghui.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"NVDY":"NVDA期权收益策略ETF-YieldMax","NVD":"2倍做空NVDA ETF-GraniteShares","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","BK4551":"寇图资本持仓","3NVD.UK":"LS 3X NVIDIA","BK4598":"佩洛西持仓","NVDD":"1倍做空NVDA ETF-Direxion","2NVD.UK":"2X NVIDIA ETP","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","NVDL":"2倍做多NVDA ETF-GraniteShares","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","NVDA":"英伟达","NVIW.SI":"NVDA 3xLongSG261006","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","SNVD.UK":"LS -1X NVIDIA","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","NVDS.UK":"LS -1X NVIDIA","NVDS":"1.5倍做空NVDA ETF-Tradr","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","NVD3.UK":"LS 3X NVIDIA","NVDU":"2倍做多NVDA ETF-Direxion","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","BK4550":"红杉资本持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","NVD2.UK":"2X NVIDIA ETP","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU0080751232.USD":"富达环球多元动力基金A","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","NVDX":"2倍做多NVDA ETF-T-Rex","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4588":"碎股"},"translate_title":"Nvidia was cleared again! After SoftBank, the \"Godfather of Silicon Valley Venture Capital\" also made a move","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDL":0.6,"NVDS.UK":0.6,"2NVD.UK":0.6,"NVDS":0.6,"NVIW.SI":0.6,"NVD":0.6,"3NVD.UK":0.6,"NVD3.UK":0.6,"NVDX":0.6,"SNVD.UK":0.6,"NVDU":0.6,"NVD2.UK":0.6,"NVDD":0.6,"NVDY":0.6,"NVDA":1.5},"content_text":"继日本首富、软银孙正义后，又一亿万富翁出手，清仓了AI领域的核心龙头股——英伟达。周末披露的文件显示，亿万富翁彼得·蒂尔(Peter Thiel)已经出售了对英伟达的全部持股。蒂尔创立的蒂尔宏观基金（Thiel Macro Fund）提交的13F文件显示，蒂尔在7月至9月期间出售了约537742股英伟达股票（占其投资组合的近40%），截至9月30日，他已不再持有英伟达任何股份。相关测算显示，基于英伟达7月至9月期间的平均股价，此次出售股份的价值接近1亿美元。文件还显示，蒂尔还将其对特斯拉的持股从272613股削减至65000股，并分别买入了79181股的苹果股票以及49000股的微软股票。蒂尔还出售了能源生产企业Vistra Energy Corp的全部股份，共计208747股。\n蒂尔是金融科技巨头 Paypal和国防AI公司Palantir的联合创始人，在投资领域也成绩斐然，不仅创立了Founders Fund 等知名投资基金，还精准押注众多明星企业，比如早期投资 Facebook并获得巨额回报，有着 “硅谷风投教父” 的称号。","kind":"live","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":true,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2584461985","isCrawlerRequest":true}