索罗斯Q4调仓路线图：猛砍Snowflake，狂买微软、英伟达，新建仓黄金股

智通财经02-14

智通财经APP获悉，根据最新的13F持仓报告显示，索罗斯旗下的索罗斯基金管理公司(Soros Fund Management)在第四季度的投资组合中进行了显著调整，重点增持了科技巨头，并对能源与加密概念股进行了“高抛低吸”的操作。科技巨头方面，文件显示，索罗斯基金大幅增加了对核心科技股的敞口。具体增持情况如下：增持微软 (MSFT.US)16.1万股，增持英伟达 (NVDA.US)11.8万股，...

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(SNOW.US)：大幅减持约16.8万股，削减幅度较大。· Circle Internet Group (CRCL.US)：减持约15.1万股A类股。· 盈透证券 (IBKR.US)：减持约81.3万股，显示出对金融经纪板块的谨慎态度。清仓与新建仓：调仓换股意图明显· 新建仓：本季度，该基金开辟了新的战线，买入了New Gold (NGD.US) 等黄金相关资产，同时建仓DigitalBridge (DBRG.US)、Blue Owl Capital (OWL.US)、Exact Sciences (EXAS.US) 和 Xcel Energy (XEL.US)。· 清仓：完全退出了KeyCorp (KEY.US)、CareTrust REIT (CTRE.US)、Cipher Mining (CIFR.US) 和 KKR & Co. (KKR.US) 的头寸，这表明索罗斯基金正在退出传统银行和部分加密挖矿概念股，转而投向更稳健或更具防御性的领域。总体来看，索罗斯基金在第四季度的操作思路非常清晰：拥抱AI与科技核心资产微软、英伟达，规避高波动性的云和数据公司Snowflake，同时对冲宏观不确定性，如建仓黄金股。 这种“有取有舍”的调仓策略，反映了在全球经济面临不确定性的背景下，顶级对冲基金对于确定性和安全边际的追求。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","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/2611899197","isCrawlerRequest":true}