英伟达“新进”文远知行？别乱High！

$英伟达(NVDA)$ 最近提交的13F中出现了中国自动驾驶初创企业WeRide的身影，持有WeRide大约170万股股份，也一度带High了后者。

但有些细节值得注意：

这部分投资有180天的锁定期，在锁定期结束前英伟达不能出售这些股份的；
不是新买进的股份，而是此前就持有的股份，根据13F，这部分投资不是英伟达自己做的投资决策，而是三方进行的；
英伟达是WeRide Pre-A轮融资的早期投资者，早在2017年就进行了投资，通过其GPU Ventures部门出资；
此前WRD没有上市，因此也没有在英伟达13F中体现，本次只是披露了持股，并不等于Q4新进的持仓；
英伟达自己对科技公司投资范围非常广，且持仓时间未必很长。此前持有的 $Serve Robotics Inc.(SERV)$ （SPAC上市）仅持有两个季度便清仓。

补充一下：13F里的investment discretion说明了这不是一笔英伟达自己的投资决策，一般是通过三方机构持有。

阿里巴巴领头大涨！中概能否重启升势？

中概股指数大涨4.3%，阿里涨超10%，创8月29日以来最大升幅；哔哩哔哩、小鹏汽车涨超8%，百度、微博涨超6%，蔚来、网易、京东涨超4%，理想汽车涨超2%。人民币创2023年5月来最高。【大家看好中概重启升势吗？“低位布局”哪一只？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

科技玩家
2025-02-18
科技玩家
你从数据上看那很六。但是我从技术上看，我们去过文远的湖州工厂，也看过他们车里边的装配。他们的价值远远不及九识智能。文远只有300人。去年下半年主要心思都放在上市上。实际开发，呵呵
- 淘金中环:
  文远没有湖州工厂[笑哭] 黑子歇会吧
- 捷克Jack:
  它湖州工厂在哪里啊？
- 捷克Jack:
  我的意思也是WRD有点虚名，不是NVDA投的，是启明投的。而且上市之后NVDA很可能就过了解禁期就卖了……
Wangbin
2025-02-19
Wangbin
别人是直投哈小哥。别看空了
- Jasonhou回复捷克Jack:
  相信我吧！直投的，和我们公司一轮交割的，稍微还晚了些。所以知道内情
- 捷克Jack:
  不是的哦，13F披露了，是完全由三方机构进行的投资，并非自己的决策。当然这笔本来就是17年的投资，已经很久了。
  现在上市，才需要披露。
Jasonhou
2025-02-19
Jasonhou
天使轮英伟达是直投的。不是通过基金
- 捷克Jack:
  反正从13F里面披露的没看出来，代投也不算是直投。可能对WRD和启明来说，更希望公布英伟达的投资者身份。
  当然这个也不是重点了
逆向投资家
2025-02-19
逆向投资家
文远估计短期偏高长期看好
shazibo
2025-02-19
shazibo
我42想做空为什么开不了单
jack yang
2025-02-18
jack yang
如果属实，这是大利空

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class=\"teditor-mention\" data-mention-name=\"Serve Robotics Inc.\" href=\"https://laohu8.com/S/SERV\">$Serve Robotics Inc.(SERV)$</a> （SPAC上市）仅持有两个季度便清仓。</p></li></ol><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7635354255649315a93fa337f26d5b2\" tg-width=\"1248\" tg-height=\"127\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/299f4faaf495ea6c3cda966b6d1ff8cb\" tg-width=\"1242\" tg-height=\"121\"></p><p>补充一下：13F里的investment discretion说明了这不是一笔英伟达自己的投资决策，一般是通过三方机构持有。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/430bc8ecb57be11d2ae27e0bddca2e6c\" tg-width=\"1914\" tg-height=\"672\"></p><p></p></body></html>","htmlText":"<html><head></head><body><p><a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 最近提交的13F中出现了中国自动驾驶初创企业WeRide的身影，持有WeRide大约170万股股份，也一度带High了后者。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e6ce92e15a40a45158d5088b4f72300\" tg-width=\"1852\" tg-height=\"670\"></p><p>但有些细节值得注意：</p><ol start=\"1\" style=\"\"><li><p>这部分投资有180天的锁定期，在锁定期结束前英伟达不能出售这些股份的；</p></li><li><p><strong>不是新买进的股份</strong>，而是此前就持有的股份，根据13F，这部分投资<strong><span style=\"background-color:#F1C40F;\" class=\"color-mark\">不是英伟达自己做的投资决策</span></strong>，而是三方进行的；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7e9599a9fe87ac55444c4c3931e228c\" tg-width=\"840\" tg-height=\"532\"></p><p></p><p>英伟达是WeRide Pre-A轮融资的早期投资者，早在<strong>2017年就进行了投资，</strong>通过其GPU Ventures部门出资；</p></li><li><p>此前WRD没有上市，因此也没有在英伟达13F中体现，本次只是披露了持股，<strong>并不等于Q4新进的持仓</strong>；</p></li><li><p>英伟达自己对科技公司投资范围非常广，且持仓时间未必很长。此前持有的 <a data-mention-id=\"SERV\" class=\"teditor-mention\" data-mention-name=\"Serve Robotics Inc.\" href=\"https://laohu8.com/S/SERV\">$Serve Robotics Inc.(SERV)$</a> （SPAC上市）仅持有两个季度便清仓。</p></li></ol><p class=\"t-img-caption\"><img 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