又一大佬离场！“硅谷创投教父”清仓英伟达，买入苹果和微软_老虎社区_美港股上老虎

又一大佬离场！“硅谷创投教父”清仓英伟达，买入苹果和微软

金十数据2025-11-17

据了解，亿万富翁彼得·蒂尔（Peter Thiel）已清空其对AI巨头英伟达(NVDA.O)的全部持股，相关文件在周末披露。目前，随着科技估值因AI热潮而被推高，对泡沫的担忧不断升温。文件显示，蒂尔在七月至九月期间卖出了大约537742股英伟达，其旗下基金Thiel Macro提交的13F表格显示，截至九月三十日，他已不再持有任何英伟达股份。根据外媒基于英伟达在七月至九月期间的平均股价测算，这批...

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Macro提交的13F表格显示，截至九月三十日，他已不再持有任何英伟达股份。根据外媒基于英伟达在七月至九月期间的平均股价测算，这批股票的出售金额接近1亿美元。蒂尔出售英伟达股份的具体原因暂不明确。他一直被誉为硅谷的天使和“创投教父”、投资界的思想家。蒂尔还将其在特斯拉(TSLA.O)的持股从272613股大幅削减至65000股，并分别买入了79181股苹果(AAPL.O)和49000股微软(MSFT.O)。13F文件还显示，蒂尔也完全清空了其在能源发电公司Vistra Energy Corp(VST)的全部208747股持仓。蒂尔披露的英伟达减持行动发生在软银宣布清空其英伟达持股仅一周之后。就在上周，以预测2008年金融危机而闻名的投资者迈克尔·伯里（Michael Burry）也披露了对英伟达和Palantir(PLTR.O)的重仓做空头寸。蒂尔是PayPal和Palantir的联合创始人，今年早些时候曾警告英伟达估值过高，还将近期科技股估值的飙升比作1999至2000年的互联网泡沫崩盘。他退出英伟达之际，市场对AI推高科技估值的泡沫担忧迅速升温。投资者开始担心AI巨头OpenAI计划如何兑现超过1万亿美元的支出承诺，以及这将如何影响英伟达和其他向OpenAI提供关键芯片的供应商。英伟达对OpenAI的投资也引发了关于循环融资的担忧，而近期多家超大市值科技公司发布的财报显示，华尔街巨头在AI领域的资本支出正在快速增加。","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,"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}