去年回报率42%的对冲基金清空英伟达持股创始人曾称是毕生最佳选股_老虎社区_美港股上老虎

去年回报率42%的对冲基金清空英伟达持股创始人曾称是毕生最佳选股

环球市场播报2025-06-17

对冲基金创办人Jonah Cheng曾把英伟达称为他职业生涯中最好的选股。但他现在已经清空这家公司所有持股，这家市值3.5万亿美元芯片制造商的前景不再让他那么笃定。　　这位瑞银前分析师的科技基金去年回报率高达 42%，他是过去十年中受益于英伟达股价飞涨的投资者之一。2016年创立Captain Global Fund时，他买进的第一批股票之一就是英伟达，此后他又多次再投资。　　现在，他不再那么...

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42%，他是过去十年中受益于英伟达股价飞涨的投资者之一。2016年创立Captain Global Fund时，他买进的第一批股票之一就是英伟达，此后他又多次再投资。\n　　现在，他不再那么...</p>\n\n<a href=\"https://finance.sina.com.cn/world/2025-06-17/doc-infaismn2390128.shtml\">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":"LU0820561818.USD","symbol_name":"安联收益及增长平衡基金Cl AM DIS","start_time":0,"source_url":"https://finance.sina.com.cn/world/2025-06-17/doc-infaismn2390128.shtml","article_id":"2544989964","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2544989964","pubTimestamp":1750116540,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"对冲基金创办人Jonah Cheng曾把英伟达称为他职业生涯中最好的选股。但他现在已经清空这家公司所有持股，这家市值3.5万亿美元芯片制造商的前景不再让他那么笃定。　　这位瑞银前分析师的科技基金去年回报率高达 42%，他是过去十年中受益于英伟达股价飞涨的投资者之一。　　Cheng在第一季出售了英伟达股票，理由是担心与GB200机柜有关的延误。　　Cheng说，真的很喜欢英伟达 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，这只股票帮他赚了人生中最多的钱。他的基金管理着约1亿美元的资产。他表示，需要卖出时，就得卖出。不能爱上一只股票。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：丁文武","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":"shareholding","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}