桥水新进台积电,增持半导体,清仓软件
华尔街见闻
05-16
13F报告显示:桥水新进
台积电
等,清仓
Salesforce
、
Workday
、ServiceNOW等,增持
亚马逊
、
美光
、
博通
、
迈威尔科技
,减持
Adobe
等,重仓亚马逊、
英伟达
、
谷歌A
等。
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