Peter Thiel已于Q3清仓英伟达

Blockbeats11-17

BlockBeats 消息，11 月 17 日，亿万富翁 Peter Thiel 已清空其对 AI 巨头英伟达的全部持股，相关文件在周末披露。目前，随着科技估值因 AI 热潮而被推高，对泡沫的担忧不断升温。文件显示，Peter Thiel 在七月至九月期间卖出了大约 537,742 股英伟达，其旗下基金 Thiel Macro 提交的 13F 表格显示，截至九月三十日，他已不再持有任何英伟达股份。...

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/2584615772?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-11-17 12:04","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2584615772","market":"uk","top_or_hot":-1,"title":"Peter Thiel已于Q3清仓英伟达","media":"Blockbeats","content":"<div>\n<p>BlockBeats 消息，11 月 17 日，亿万富翁 Peter Thiel 已清空其对 AI 巨头英伟达的全部持股，相关文件在周末披露。目前，随着科技估值因 AI 热潮而被推高，对泡沫的担忧不断升温。文件显示，Peter Thiel 在七月至九月期间卖出了大约 537,742 股英伟达，其旗下基金 Thiel Macro 提交的 13F 表格显示，截至九月三十日，他已不再持有任何英伟达股份。...</p>\n\n<a href=\"https://www.theblockbeats.info//flash/320742\">网页链接</a>\n\n</div>\n","source":"theblockbeats_zh_live","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>Peter Thiel已于Q3清仓英伟达</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\">\nPeter Thiel已于Q3清仓英伟达\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-17 12:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.theblockbeats.info//flash/320742><strong>Blockbeats</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>BlockBeats 消息，11 月 17 日，亿万富翁 Peter Thiel 已清空其对 AI 巨头英伟达的全部持股，相关文件在周末披露。目前，随着科技估值因 AI 热潮而被推高，对泡沫的担忧不断升温。文件显示，Peter Thiel 在七月至九月期间卖出了大约 537,742 股英伟达，其旗下基金 Thiel Macro 提交的 13F 表格显示，截至九月三十日，他已不再持有任何英伟达股份。...</p>\n\n<a href=\"https://www.theblockbeats.info//flash/320742\">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":"LU0211327993.USD","symbol_name":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","start_time":0,"source_url":"https://www.theblockbeats.info//flash/320742","article_id":"2584615772","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2584615772","pubTimestamp":1763352240,"columns":[],"sourceInfo":{"source_id":"theblockbeats_zh_live","name":"blockbeat"},"weMediaInfo":null,"summary":"BlockBeats 消息，11 月 17 日，亿万富翁 Peter Thiel 已清空其对 AI 巨头英伟达的全部持股，相关文件在周末披露。目前，随着科技估值因 AI 热潮而被推高，对泡沫的担忧不断","collect":0,"end_time":0,"defaultTopTitle":"theblockbeats.info","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","SG9999014559.SGD":"United Income Focus Trust Dis SGD","NVDX":"2倍做多NVDA ETF-T-Rex","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","NVD":"2倍做空NVDA ETF-GraniteShares","NVDY":"NVDA期权收益策略ETF-YieldMax","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","PYPL":"PayPal","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","NVDD":"1倍做空NVDA ETF-Direxion","NVD2.UK":"2X NVIDIA ETP","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","SNVD.UK":"LS -1X NVIDIA","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","2NVD.UK":"2X NVIDIA ETP","PLTR":"Palantir Technologies Inc.","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","NVDA":"英伟达","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","NVD3.UK":"LS 3X NVIDIA","NVDL":"2倍做多NVDA ETF-GraniteShares","NVDS.UK":"LS -1X NVIDIA","BK4554":"元宇宙及AR概念","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","BK4543":"AI","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","3NVD.UK":"LS 3X NVIDIA","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","NVDS":"1.5倍做空NVDA ETF-Tradr","NVDU":"2倍做多NVDA ETF-Direxion","LU0234572021.USD":"高盛美国核心股票组合Acc","NVIW.SI":"NVDA 3xLongSG261006","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC"},"translate_title":"Peter Thiel has cleared Nvidia in Q3","themeId":"418e5db30ec09ae65800f5991fd0b1e3","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PYPL":1.5,"3NVD.UK":0.6,"NVDY":0.6,"NVIW.SI":0.6,"2NVD.UK":0.6,"SNVD.UK":0.6,"NVD2.UK":0.6,"NVDS.UK":0.6,"NVDA":1.5,"NVDL":0.6,"NVDD":0.6,"PLTR":1.5,"NVD":0.6,"NVDX":0.6,"NVD3.UK":0.6,"NVDU":0.6,"NVDS":0.6},"content_text":"BlockBeats 消息，11 月 17 日，亿万富翁 Peter Thiel 已清空其对 AI 巨头英伟达的全部持股，相关文件在周末披露。目前，随着科技估值因 AI 热潮而被推高，对泡沫的担忧不断升温。文件显示，Peter Thiel 在七月至九月期间卖出了大约 537,742 股英伟达，其旗下基金 Thiel Macro 提交的 13F 表格显示，截至九月三十日，他已不再持有任何英伟达股份。根据外媒基于英伟达在七月至九月期间的平均股价测算，这批股票的出售金额接近 1 亿美元。蒂尔出售英伟达股份的具体原因暂不明确。他一直被誉为硅谷的天使和“创投教父”、投资界的思想家。Peter Thiel 还将其在特斯拉 (TSLA.O) 的持股从 272,613 股大幅削减至 65,000 股，并分别买入了 79,181 股苹果 (AAPL.O) 和 49,000 股微软 (MSFT.O)。值得注意的是，据此前公告，桥水基金也于三季度大幅减持英伟达。","kind":"live","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":true,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"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,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","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/2584615772","isCrawlerRequest":true}