--- title: "Billionaire Philippe Laffont Just Dumped Super Micro Computer Stock and Piled Into These 4 AI Superpowers" description: "One of these players makes up 8% of Laffont's portfolio." type: "news" locale: "en" url: "https://longbridge.com/en/news/260265932.md" published_at: "2025-10-08T10:07:17.000Z" --- # Billionaire Philippe Laffont Just Dumped Super Micro Computer Stock and Piled Into These 4 AI Superpowers > One of these players makes up 8% of Laffont's portfolio. One of these players makes up 8% of Laffont's portfolio. ### Related Stocks - [SMCI.US - Super Micro Computer](https://longbridge.com/en/quote/SMCI.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 超微电脑|10-Q:2026 财年 Q2 营收 127 亿美元超过预期 | | [Link](https://longbridge.com/en/news/275178351.md) | | 期权热点|上周五 SMCI 大涨 5%,部分看涨期权飙升 179% | 美东时间 01 月 02 日,超微电脑期权总成交 224680 张,看涨期权占比 67%,看跌期权占比 32%。 | [Link](https://longbridge.com/en/news/271460589.md) | | “AI 交易” 的关键变量:服务业敞口越高,AI 颠覆风险越大,“AI 基建” 最有利 | 大摩量化研究显示,“服务业敞口” 是 AI 投资的关键变量,与收益呈显著负相关。由于市场担忧 AI 颠覆,服务业敞口高达 53% 的 “AI 采用者” 表现垫底。相反,“AI 基础设施” 敞口仅 14%,受颠覆风险最小且受益于资本支出,在六 | [Link](https://longbridge.com/en/news/275977957.md) | | AI 圈内人士:比新冠更大的事情正在发生,人们还懵懂不知 | AI 技术的演进正在引发深刻的职业冲击,HyperWriteAI 首席执行官 Matt Shumer 指出,AI 已从辅助工具转变为独立执行者,能够自主完成复杂任务。随着技术突破的加速,AI 具备了构建下一代 AI 系统的能力,预示着技术进 | [Link](https://longbridge.com/en/news/276029817.md) | | AI 冲击 “重灾区”,印度 IT 股崩了,印度的出口引擎要熄火了? | 受 Anthropic 等 AI 自动化工具冲击,周四印度 IT 股暴跌超 4% 至四个月低点,行业龙头塔塔咨询等公司重挫。AI 引发的业务替代担忧叠加美国降息预期减弱,导致行业市值大幅蒸发。虽有政策利好及企业转型尝试,但其传统劳动密集型模 | [Link](https://longbridge.com/en/news/275704808.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.