<p>重要的数据发布在华尔街是常见的现象。在财报季节，华尔街大多数最大和最具影响力的企业会报告其季度运营结果，加上每日的经济报告，可能会很容易错过一些重要信息。</p>
<p>例如，您可能错过了上周可以说是第四季度最重要的数据发布。11 月 14 日是资产管理规模（AUM）至少为 1 亿美元的机构投资者向证券交易委员会提交 13F 表格的截止日期。该文件提供了一个快照，提醒投资者华尔街最知名的资金经理在最新季度（即截至 9 月 30 日）买入和卖出的股票。</p>
<p>尽管投资者往往关注沃伦·巴菲特在 <strong>伯克希尔·哈撒韦</strong> 的交易活动，但这位奥马哈的先知并不是华尔街唯一一位非常成功的亿万富翁资产经理。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83OTgxMTAvc3RvY2stdHJhZGVyLWFuYWx5c3QtZnVuZC1tYW5hZ2VyLWJ1eS1zZWxsLWNoYXJ0LWRlY2xpbmUtYmVhci1tYXJrZXQtc21hcnRwaG9uZS1nZXR0eS5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83OTgxMTAvc3RvY2stdHJhZGVyLWFuYWx5c3QtZnVuZC1tYW5hZ2VyLWJ1eS1zZWxsLWNoYXJ0LWRlY2xpbmUtYmVhci1tYXJrZXQtc21hcnRwaG9uZS1nZXR0eS5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<p>例如，桥水基金的亿万富翁资产经理瑞·达里奥也有相当多的追随者。达里奥管理着一个多元化的基金，利用经济趋势，在第三季度结束时，其资产管理规模接近 177 亿美元。</p>
<p>在达里奥及其团队在截至 9 月的季度内执行的数百笔交易中，也许没有哪一笔交易比与华尔街最热门的三只人工智能（AI）股票拆分股票的买卖活动更引人注目。</p>
<h2>达里奥的桥水基金抛售 27% 的英伟达股份</h2>
<p>第一个引人注目的消息是瑞·达里奥是市场领先的 AI 股票拆分股票 <strong>英伟达</strong>（NVDA 4.89%）的大卖家。英伟达在 6 月 7 日交易结束后完成了其有史以来最大的前瞻性股票拆分（10 比 1）。</p>
<p>尽管英伟达的 AI 图形处理单元（GPU）在高计算数据中心中占据主导地位，并且该公司在其 H100 和 Blackwell GPU 上拥有相当大的定价权，但达里奥的桥水基金在第三季度抛售了 1,801,922 股英伟达。这代表着与 6 月 30 日的持股相比减少了 27%。尽管获利了结可能是桥水的主要催化剂，但这个故事可能不仅仅是为了兑现利润。</p>
<p>例如，英伟达的股票在 AI 革命的推动下经历了近乎抛物线的增长。然而，历史告诉我们，自互联网出现以来，每一种颠覆性技术都经历了早期阶段的泡沫。投资者常常高估新技术被企业和消费者采用的速度，最终导致过高的期望未能实现。</p>
<p>达里奥和他的团队可能也对美国监管机构限制英伟达的潜力感到沮丧。在 2022 年和 2023 年，监管机构限制向中国（按国内生产总值计算的世界第二大经济体）出口高性能 AI 芯片。中国是英伟达销售和利润的重要贡献者。</p>
<p>最后，桥水基金的顶尖人才可能预见到 AI-GPU 领域竞争的显著增加。除了日益增长的外部竞争外，许多英伟达最大的客户（主要是 “七大巨头” 的成员）也在内部开发自己的 AI 芯片。尽管这些内部开发的 AI 芯片在计算能力上可能落后于英伟达，但它们将便宜得多且更易于获取。换句话说，这可能导致英伟达在未来几个季度失去宝贵的数据中心空间。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83OTgxMTAvc3RvY2stc3BsaXQtdXMtZG9sbGFyLWNvaW4tY2VydGlmaWNhdGUtZm9yd2FyZC1yZXZlcnNlLWdldHR5LmpwZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83OTgxMTAvc3RvY2stc3BsaXQtdXMtZG9sbGFyLWNvaW4tY2VydGlmaWNhdGUtZm9yd2FyZC1yZXZlcnNlLWdldHR5LmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>桥水基金几乎将其在华尔街顶级 AI 网络股票拆分股票的持股增加了四倍</h2>
<p>但当达里奥和他的顶级投资顾问在减少桥水对英伟达的持股时，他们却在积极增持另外两只知名的 AI 股票拆分股票。</p>
<p>根据最新的 13F，桥水购买了 710,793 股 AI 网络解决方案专家 <strong>博通</strong>（AVGO -0.19%），这使桥水的持股在三个月内增加了 291%。博通在 7 月 12 日交易结束后完成了其首次股票拆分（同样是 10 比 1）。</p>
<p>正如英伟达的 GPU 在企业数据中心中获得了垄断般的份额，博通的 AI 网络解决方案也成为企业的首选。Jericho3-AI 架构可以连接多达 32,000 个 GPU，目标是减少尾部延迟并最大化计算潜力。减少尾部延迟在数据中心中尤其重要，因为 AI 驱动的软件和系统需要在瞬息万变的情况下做出决策。</p>
<p>但博通最重要的事情可能就是它不仅仅是一家 AI 公司。尽管 AI 占其当前销售增长的绝大部分，但其大部分收入可以追溯到其基础运营部门。这意味着如果形成并破裂 AI 泡沫，博通将比英伟达更有能力度过风暴。</p>
<p>博通是下一代智能手机中使用的重要无线芯片和配件供应商。无线公司升级其网络以支持 5G 下载速度，增加了对博通产品的需求。</p>
<p>此外，它还提供网络安全解决方案，为工业设备提供光学组件，并拥有一系列用于下一代车辆的产品。这些都是随着车辆变得越来越依赖技术以及对自动化工业设备的需求增加而稳步增长的领域。</p>
<h2>达里奥还将其基金在一只潜在问题的 AI 股票拆分股票中的持股增加了 10 倍</h2>
<p>达里奥及其团队购买的另一只人工智能股票拆分股是可定制机架服务器和存储解决方案专家 <strong>Super Micro Computer</strong>(SMCI 31.24%)。在截至九月的季度中增加的 1,453,270 股使桥水基金在 Super Micro 的持股增加了 921%!</p>
<p>Super Micro 在 9 月 30 日交易结束后完成了 10 比 1 的前分拆（也是其首次分拆），并且其可定制机架服务器的需求强劲。渴望获得竞争优势的企业愿意在构建数据中心所需的基础设施上花费资金，而 Super Micro Computer 在这一过程中发挥了重要作用。</p>
<p>更重要的是，Super Micro 将 Nvidia 的领先 GPU 集成到其机架服务器中。使用优质硬件是帮助公司在 2024 财年（截至 6 月 30 日）销售额翻倍的诱因。</p>
<p>然而，Super Micro Computer 可能并不像表面上看起来的那样是一个令人惊叹的价值和增长故事。根据《华尔街日报》，著名的做空机构 Hindenburg Research 在 8 月底发布了一份报告，指控 Super Micro 存在 “会计操纵”。自该报告发布以来，司法部已对该公司的会计做法展开初步调查。</p>
<p>更糟糕的是，曾经指出 Super Micro 内部控制问题的会计师事务所安永在 10 月底辞去了公司的审计师。虽然这并不意味着 Hindenburg 提出的指控是准确的，但这一情况的外部印象无疑是负面的。</p>
<p>尽管 Super Micro Computer 在纸面上似乎具备成功的条件，但在其提交目前延迟的年度报告并解决这些会计问题之前，其股票实际上是无法交易的。</p>

博通

<p>亿万富翁雷·达里奥的桥水基金出售了 27% 的英伟达股份，显著减少了其持股比例，原因是对市场竞争和监管限制的担忧。相比之下，该公司将对博通的投资增加了 291%，突显出其向人工智能网络解决方案的战略转变。这一举措反映了达里奥对不断变化的人工智能格局和可能影响英伟达未来表现的市场动态的回应</p>

<p>Important data releases are a common occurrence on Wall Street. Between earnings season, which sees a vast majority of Wall Street's largest and most-influential businesses report their quarterly operating results, and daily economic reports, it can be easy to miss something important.</p>
<div class="lb-trans"><p>重要的数据发布在华尔街是常见的现象。在财报季节，华尔街大多数最大和最具影响力的企业会报告其季度运营结果，加上每日的经济报告，可能会很容易错过一些重要信息。</p>
</div><p>For instance, you might have missed what can arguably be described as the most-important data dump of the fourth quarter last week. Nov. 14 marked the deadline for institutional investors with at least $100 million in assets under management (AUM) to file Form 13F with the Securities and Exchange Commission. This filing provides a snapshot that alerts investors to the stocks Wall Street's most-prominent money managers bought and sold in the latest quarter (i.e., ended Sept. 30).</p>
<div class="lb-trans"><p>例如，您可能错过了上周可以说是第四季度最重要的数据发布。11 月 14 日是资产管理规模（AUM）至少为 1 亿美元的机构投资者向证券交易委员会提交 13F 表格的截止日期。该文件提供了一个快照，提醒投资者华尔街最知名的资金经理在最新季度（即截至 9 月 30 日）买入和卖出的股票。</p>
</div><p>Although investors tend to hone in on Warren Buffett's trading activity at <strong>Berkshire Hathaway</strong>, the Oracle of Omaha is far from the only billionaire asset manager that's been highly successful on Wall Street.</p>
<div class="lb-trans"><p>尽管投资者往往关注沃伦·巴菲特在 <strong>伯克希尔·哈撒韦</strong> 的交易活动，但这位奥马哈的先知并不是华尔街唯一一位非常成功的亿万富翁资产经理。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83OTgxMTAvc3RvY2stdHJhZGVyLWFuYWx5c3QtZnVuZC1tYW5hZ2VyLWJ1eS1zZWxsLWNoYXJ0LWRlY2xpbmUtYmVhci1tYXJrZXQtc21hcnRwaG9uZS1nZXR0eS5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F798110%2Fstock-trader-analyst-fund-manager-buy-sell-chart-decline-bear-market-smartphone-getty.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><p>For example, Bridgewater Associates billionaire money manager Ray Dalio also has quite the following. Dalio, who runs a well-diversified fund that takes advantage of economic trends, closed out the third quarter with close to $17.7 billion in AUM.</p>
<div class="lb-trans"><p>例如，桥水基金的亿万富翁资产经理瑞·达里奥也有相当多的追随者。达里奥管理着一个多元化的基金，利用经济趋势，在第三季度结束时，其资产管理规模接近 177 亿美元。</p>
</div><p>Among the hundreds of trades executed by Dalio and his team during the September-ended quarter, perhaps none stand out more than the buying and selling activity associated with three of Wall Street's hottest artificial intelligence (AI) stock-split stocks.</p>
<div class="lb-trans"><p>在达里奥及其团队在截至 9 月的季度内执行的数百笔交易中，也许没有哪一笔交易比与华尔街最热门的三只人工智能（AI）股票拆分股票的买卖活动更引人注目。</p>
</div><h2>Dalio's Bridgewater dumps 27% of its Nvidia shares</h2>
<div class="lb-trans"><h2>达里奥的桥水基金抛售 27% 的英伟达股份</h2>
</div><p>The first eye-popper is that Ray Dalio was a big-time seller of the market's leading AI stock-split stock, <strong>Nvidia</strong>(NVDA 4.89%). Nvidia completed its largest forward stock split on record (10-for-1) following the close of trading on June 7.</p>
<div class="lb-trans"><p>第一个引人注目的消息是瑞·达里奥是市场领先的 AI 股票拆分股票 <strong>英伟达</strong>（NVDA 4.89%）的大卖家。英伟达在 6 月 7 日交易结束后完成了其有史以来最大的前瞻性股票拆分（10 比 1）。</p>
</div><p>Despite Nvidia's AI-graphics processing units (GPUs) dominating in high-compute data centers, and the company possessing substantial pricing power on its H100 and Blackwell GPUs, Dalio's Bridgewater shed 1,801,922 shares of Nvidia in the third quarter. This represents a 27% reduction from where things stood on June 30. Although profit-taking may be the key catalyst for Bridgewater, there's potentially more to this story than just ringing the register.</p>
<div class="lb-trans"><p>尽管英伟达的 AI 图形处理单元（GPU）在高计算数据中心中占据主导地位，并且该公司在其 H100 和 Blackwell GPU 上拥有相当大的定价权，但达里奥的桥水基金在第三季度抛售了 1,801,922 股英伟达。这代表着与 6 月 30 日的持股相比减少了 27%。尽管获利了结可能是桥水的主要催化剂，但这个故事可能不仅仅是为了兑现利润。</p>
</div><p>For instance, Nvidia's stock has enjoyed a near-parabolic increase on the heels of the AI revolution. However, history tells us that every game-changing technology since the advent of the internet has navigated its way through an early stage bubble. Investors frequently overestimate the speed at which new technologies are adopted by businesses and consumers, eventually leading to lofty expectations not being met.</p>
<div class="lb-trans"><p>例如，英伟达的股票在 AI 革命的推动下经历了近乎抛物线的增长。然而，历史告诉我们，自互联网出现以来，每一种颠覆性技术都经历了早期阶段的泡沫。投资者常常高估新技术被企业和消费者采用的速度，最终导致过高的期望未能实现。</p>
</div><p>Dalio and his team might also be discouraged by U.S. regulators capping Nvidia's potential. In 2022 and 2023, regulators restricted exports of high-powered AI chips to China, the world's No. 2 economy by gross domestic product. China is a key contributor to Nvidia's sales and profits.</p>
<div class="lb-trans"><p>达里奥和他的团队可能也对美国监管机构限制英伟达的潜力感到沮丧。在 2022 年和 2023 年，监管机构限制向中国（按国内生产总值计算的世界第二大经济体）出口高性能 AI 芯片。中国是英伟达销售和利润的重要贡献者。</p>
</div><p>Lastly, Bridgewater Associates' brightest minds may be anticipating a significant uptick in competition in the AI-GPU arena. In addition to growing external competition, many of Nvidia's largest customers by net sales (mostly members of the &#34;Magnificent Seven&#34;) are internally developing AI chips of their own. Even though these internally developed AI chips are likely to lag Nvidia in computing potential, they'll be significantly cheaper and more easily accessible. In other words, it could cause Nvidia to lose valuable data center space in the quarters to come.</p>
<div class="lb-trans"><p>最后，桥水基金的顶尖人才可能预见到 AI-GPU 领域竞争的显著增加。除了日益增长的外部竞争外，许多英伟达最大的客户（主要是 “七大巨头” 的成员）也在内部开发自己的 AI 芯片。尽管这些内部开发的 AI 芯片在计算能力上可能落后于英伟达，但它们将便宜得多且更易于获取。换句话说，这可能导致英伟达在未来几个季度失去宝贵的数据中心空间。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83OTgxMTAvc3RvY2stc3BsaXQtdXMtZG9sbGFyLWNvaW4tY2VydGlmaWNhdGUtZm9yd2FyZC1yZXZlcnNlLWdldHR5LmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F798110%2Fstock-split-us-dollar-coin-certificate-forward-reverse-getty.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Bridgewater Associates nearly quadruples its stake in Wall Street's top AI-networking stock-split stock</h2>
<div class="lb-trans"><h2>桥水基金几乎将其在华尔街顶级 AI 网络股票拆分股票的持股增加了四倍</h2>
</div><p>But while Dalio and his top investment advisors were paring down Bridgewater's position in Nvidia, they were actively piling into two other prominent AI stock-split stocks.</p>
<div class="lb-trans"><p>但当达里奥和他的顶级投资顾问在减少桥水对英伟达的持股时，他们却在积极增持另外两只知名的 AI 股票拆分股票。</p>
</div><p>Based on the latest 13F, 710,793 shares of AI-networking solutions specialist <strong>Broadcom</strong>(AVGO -0.19%) were purchased, which increased Bridgewater's stake by 291% over three months. Broadcom completed its first-ever stock split (also 10-for-1) following the close of trading on July 12.</p>
<div class="lb-trans"><p>根据最新的 13F，桥水购买了 710,793 股 AI 网络解决方案专家 <strong>博通</strong>（AVGO -0.19%），这使桥水的持股在三个月内增加了 291%。博通在 7 月 12 日交易结束后完成了其首次股票拆分（同样是 10 比 1）。</p>
</div><p>Just as Nvidia's GPUs have garnered a monopoly like share in enterprise data centers, Broadcom's AI networking solutions have been the preferred choice for businesses. The Jericho3-AI fabric can connect up to 32,000 GPUs, with the goal being to reduce tail latency and maximize computing potential. Reducing tail latency is especially important in data centers where split-second decisions are being made by AI-driven software and systems.</p>
<div class="lb-trans"><p>正如英伟达的 GPU 在企业数据中心中获得了垄断般的份额，博通的 AI 网络解决方案也成为企业的首选。Jericho3-AI 架构可以连接多达 32,000 个 GPU，目标是减少尾部延迟并最大化计算潜力。减少尾部延迟在数据中心中尤其重要，因为 AI 驱动的软件和系统需要在瞬息万变的情况下做出决策。</p>
</div><p>But the most important thing about Broadcom might just be that it's much more than an AI company. Although AI accounts for the lion's share of its current sales growth, a majority of its revenue can be traced to its foundational operating segments. This means if an AI bubble were to form and burst, Broadcom would be in better position than Nvidia to ride out the storm.</p>
<div class="lb-trans"><p>但博通最重要的事情可能就是它不仅仅是一家 AI 公司。尽管 AI 占其当前销售增长的绝大部分，但其大部分收入可以追溯到其基础运营部门。这意味着如果形成并破裂 AI 泡沫，博通将比英伟达更有能力度过风暴。</p>
</div><p>Broadcom is an important provider of wireless chips and accessories used in next-generation smartphones. Wireless companies upgrading their networks to support 5G download speeds have increased demand for Broadcom's products.</p>
<div class="lb-trans"><p>博通是下一代智能手机中使用的重要无线芯片和配件供应商。无线公司升级其网络以支持 5G 下载速度，增加了对博通产品的需求。</p>
</div><p>Additionally, it offers cybersecurity solutions, provides optical components for industrial equipment, and has a portfolio of products used in next-generation vehicles. These are all segments that should steadily grow over time as vehicles become more tech-dependent and demand for automated industrial equipment increases.</p>
<div class="lb-trans"><p>此外，它还提供网络安全解决方案，为工业设备提供光学组件，并拥有一系列用于下一代车辆的产品。这些都是随着车辆变得越来越依赖技术以及对自动化工业设备的需求增加而稳步增长的领域。</p>
</div><h2>Dalio also 10X'd his fund's position in a potentially troubled AI stock-split stock</h2>
<div class="lb-trans"><h2>达里奥还将其基金在一只潜在问题的 AI 股票拆分股票中的持股增加了 10 倍</h2>
</div><p>The other AI stock-split stock that Dalio and his crew scooped up is customizable rack server and storage solutions specialist <strong>Super Micro Computer</strong>(SMCI 31.24%). The 1,453,270 shares added during the September-ended quarter increased Bridgewater's position in Super Micro by 921%!</p>
<div class="lb-trans"><p>达里奥及其团队购买的另一只人工智能股票拆分股是可定制机架服务器和存储解决方案专家 <strong>Super Micro Computer</strong>(SMCI 31.24%)。在截至九月的季度中增加的 1,453,270 股使桥水基金在 Super Micro 的持股增加了 921%!</p>
</div><p>Super Micro, which completed a 10-for-1 forward split (also its first ever) following the close of trading on Sept. 30, has enjoyed strong demand for its customizable rack servers. Businesses eager to gain competitive advantages have been willingly spending on the infrastructure needed to build out their data centers, and Super Micro Computer has played a big role in making this happen.</p>
<div class="lb-trans"><p>Super Micro 在 9 月 30 日交易结束后完成了 10 比 1 的前分拆（也是其首次分拆），并且其可定制机架服务器的需求强劲。渴望获得竞争优势的企业愿意在构建数据中心所需的基础设施上花费资金，而 Super Micro Computer 在这一过程中发挥了重要作用。</p>
</div><p>What's more, Super Micro incorporates Nvidia's leading GPUs into its rack servers. Using preferred hardware has been the lure that helped to more than double the company's sales in fiscal 2024 (ended June 30).</p>
<div class="lb-trans"><p>更重要的是，Super Micro 将 Nvidia 的领先 GPU 集成到其机架服务器中。使用优质硬件是帮助公司在 2024 财年（截至 6 月 30 日）销售额翻倍的诱因。</p>
</div><p>However, Super Micro Computer may not be the amazing value and growth story that it appears to be on the surface. In late August, noted short-seller Hindenburg Research issued a report that alleged &#34;accounting manipulation&#34; at Super Micro. Since this report, an early stage probe of the company's accounting practices was opened by the Department of Justice, according to <em>The Wall Street Journal</em>.</p>
<div class="lb-trans"><p>然而，Super Micro Computer 可能并不像表面上看起来的那样是一个令人惊叹的价值和增长故事。根据《华尔街日报》，著名的做空机构 Hindenburg Research 在 8 月底发布了一份报告，指控 Super Micro 存在 “会计操纵”。自该报告发布以来，司法部已对该公司的会计做法展开初步调查。</p>
</div><p>To make matters worse, accounting firm Ernst &amp; Young, which had previously pointed to internal control concerns at Super Micro, resigned as the company's auditor in late October. While this doesn't mean the allegations levied by Hindenburg are accurate, the optics of this situation are undeniably negative.</p>
<div class="lb-trans"><p>更糟糕的是，曾经指出 Super Micro 内部控制问题的会计师事务所安永在 10 月底辞去了公司的审计师。虽然这并不意味着 Hindenburg 提出的指控是准确的，但这一情况的外部印象无疑是负面的。</p>
</div><p>Even though Super Micro Computer appears well-positioned for success on paper, its stock is effectively off-limits until it files its currently delayed annual report and puts these accounting questions to bed.</p>
<div class="lb-trans"><p>尽管 Super Micro Computer 在纸面上似乎具备成功的条件，但在其提交目前延迟的年度报告并解决这些会计问题之前，其股票实际上是无法交易的。</p>
</div>

Billionaire Ray Dalio Sold 27% of Bridgewater's Stake in Nvidia and Is Piling Into 2 Artificial Intelligence (AI) Stock-Split Stocks

- 机构投资者于 11 月 14 日提交 13F 表格，披露最新季度交易情况。  
- Ray Dalio 的 Bridgewater 减持 27% Nvidia 股票，同时增持 Broadcom 和 Super Micro。  
- Super Micro 面临会计操控指控，审计师已辞职，前景不明。  

亿万富翁雷·达里奥出售了桥水基金在英伟达的 27% 股份，并正在大量买入两只人工智能（AI）拆股股票