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早在夏季暴跌前,索罗斯等亿万富翁的投资公司便已减持科技股“七巨头”

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2024-08-15 17:07:49
早在今年科技股欣欣向荣的涨势于7月中旬转为大幅下滑之前,乔治·索罗斯和Stanley Druckenmiller的投资公司便削减了对科技股“七巨头”的持仓。据截至6月的三个月监管文件显示,索罗斯基金管理公司出售了总计5,800万美元的部分Alphabet持仓,以及约1,500万美元的亚马逊股票。Druckenmiller是减持英伟达的投资者之一。市场对人工智能公司的热情伴随着这家芯片制造商的股价水涨船高。文件显示,他的Duquesne Family Office减持逾150万股。与此同时,David Tepper的Appaloosa Management减持了最大的三个头寸——亚马逊、微软和Meta ,延续了3月底披露的类似减持。David Bonderman的Wildcat Capital Management当季也减持Meta,抛售了价值2,400万美元的股票。
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