特朗普Q1持仓公开！跟你“撞仓”了吗？

话题虎

05-15

悬赏1000虎币

“股神”特朗普最新披露的Q1持仓，惊喜但并不意外。[微笑]

该文件包含3600多笔交易，其中超百万级别的重点仓位都在AI、云计算、企业软件、半导体，还有VOO、IWB这种大盘ETF。

比起巴菲特这类重视能源、传统工业、制造业的“股神”，特朗普重仓的反而是美国AI科技核心资产：

Q1押注的英伟达+博通+Oracle+微软这条线，几乎就覆盖了芯片、服务器、云计算、企业软件、数据中心、AI基础设施一条完整生态；
当然不光硬件，也买了大量的企业软件，eg. ServiceNow, Workday,Adobe ；
另外还有Synopsys, Cadence这类垄断全球高端EDA市场的公司。

不论是否是短线交易，更让投资者安心的是，配置了像标普500这类宽基，说明特朗普侧重的并不只是短线AI情绪，还有长期美国科技资产逻辑~

各位小虎们，[财迷]

大家的持仓，有和“股神”特朗普重合的吗？

这份“AI核心资产版图”，你最看好哪个方向？

评论区分享你的观点，一起赢取1000虎币奖励！ $英伟达(NVDA)$ $微软(MSFT)$ $Vanguard标普500ETF(VOO)$

美股大考！FOMC+科技巨头财报，市场将如何演绎？

美债收益率高企压垮美股，标普纳指三连跌，道指回落、收创两周新低。本周将迎美联储会议纪要和英伟达财报，大家觉得美股将有何种走势？你的操作策略是？

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。

悬赏1000虎币截止至06/05 11:19

发起者将在悬赏结束前选出最佳恢复并分配虎币

精彩评论

effortless
05-15
effortless
赢得30虎币
跟着老特走，尤其要入手最后扒车的英伟达
一路走来cd
05-15
一路走来cd
赢得30虎币
科技优先，美股的立世之本。特股神，也是靠谱呀
揭谛投资
05-15
揭谛投资
赢得30虎币
TACO always Makes American Great Again.
vision
05-15
vision
赢得30虎币
还得是川子
khikho
05-15
khikho
赢得30虎币
比起巴菲特这类重视能源、传统工业、制造业的“股神”，特朗普重仓的反而是美国AI科技核心资产
爱人错过
05-15
爱人错过
赢得30虎币
我也重仓$NVDA，持仓和特朗普高度重合！AI硬件是基石，但波动大。我还是选择长拿，坐等算力需求大爆发。

发表看法

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