<p>人工智能（AI）股票在最近几个季度成为市场的主要推动力，原因显而易见。AI 有望成为许多其他发现和技术的游戏规则改变者。<strong>摩根大通</strong> 董事长杰米·戴蒙表示，AI 可能会像电力和互联网一样具有变革性。因此，投资者纷纷涌入潜在的 AI 赢家也就不足为奇了。</p>
<p>但是，市场上有如此多的 AI 股票，你可能会想知道如何选择那些确实能够取得 AI 胜利的股票。好消息是，这个领域有空间容纳多个成功故事，这意味着投资者今天可以采取许多行动，从而在长期内实现投资组合的增长。你不必担心做出一个关键决策或仅仅投资于一只股票。</p>
<p>不过，考虑一下专家们最近的动向是个好主意，因为有时我们可以将他们的一些想法融入到自己的投资计划中。考虑到这一点，我将关注亿万富翁大卫·泰珀最近的投资动向。Appaloosa Management 的创始人在过去的时间里证明了自己的实力，自 1990 年代初成立以来，该基金的年化平均回报率达到了 28%。泰珀目前是如何投资以在 AI 领域获胜的呢？让我们来看看。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MDg4OTYvZ2V0dHlpbWFnZXMtMTIxOTE1ODMyNi5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="466" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MDg4OTYvZ2V0dHlpbWFnZXMtMTIxOTE1ODMyNi5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>科技股的大投资者</h2>
<p>这位亿万富翁是科技股的大投资者，特别关注多元化的电子商务公司：截至最新季度末，Appaloosa Management 的两大持股分别是 <strong>阿里巴巴</strong> 和 <strong>亚马逊</strong>（NASDAQ: AMZN）。但在这一季度，该基金略微降低了在某些科技股上的持仓，包括亚马逊，转而增持一只在 AI 竞赛中表现突出的股票，该股票在去年推动了 <strong>道琼斯工业平均指数</strong> 的上涨。</p>
<p>以下是根据 2024 年第四季度交易摘要，泰珀的卖出细节：</p>
<ul>
<li>泰珀将其基金在亚马逊的持仓削减了 18%，目前持有 260 万股。</li>
<li>他将对 <strong>Meta Platforms</strong> 的持仓减少了 21%，目前持有 49 万股。</li>
<li>这位亿万富翁将对 <strong>Oracle</strong>（NYSE: ORCL）的持仓减少了 11%，目前持有 140 万股。</li>
</ul>
<p>以下是最近报告的季度中的 AI 买入：</p>
<ul>
<li>这位顶级投资者将其基金在 <strong>英伟达</strong>（NVDA -2.80%）的持仓增加了超过 8%，达到 680,001 股。</li>
</ul>
<p>当然，泰珀最大的 AI 押注仍然是亚马逊和 Oracle，因为它们在他的投资组合中占据了更大的份额。但增持英伟达的举动表明，他认为这家 AI 领军企业未来还有更多潜力，尽管该股票在过去两年中已经飙升了约 800%。</p>
<h2>你应该跟随大卫·泰珀的动向吗？</h2>
<p>那么，你应该跟随泰珀的举动，购买英伟达的股票吗？我认为可以。</p>
<p>我喜欢泰珀的 AI 策略，因为他投资于许多已经从 AI 中受益的顶级公司。例如，亚马逊的云业务最近达到了 1150 亿美元的收入运行率，这得益于其 AI 产品和服务。而 Oracle 表示，&#34;创纪录&#34;的 AI 需求使其云基础设施收入在最新季度增长了超过 50%。</p>
<p>尽管泰珀减少了一些持仓，但他仍然在这些高潜力公司中保持了良好的多元化，并没有仅仅押注于一个参与者。但增持英伟达的举动是明智的——对于任何希望在 AI 领域取得胜利的投资者来说，这家科技巨头都是一个很好的投资选择。</p>
<p>英伟达在 AI 芯片市场占据主导地位，并且在整个行业中也是一股强大的力量，因为它提供广泛的相关产品和服务。这推动了其季度收入的双位数和三位数增长，而英伟达对创新的关注表明，这种增长可能会持续到未来。目前，该股票的估值相对较低，仅为未来收益预期的 29 倍，为投资者提供了一个绝佳的入场机会。</p>
<p>所有这些都意味着，跟随亿万富翁大卫·泰珀的脚步，持有多种强劲的 AI 公司股票……并增持更多英伟达的股份是个好主意。</p>

英伟达

<p>亿万富翁大卫·泰珀（David Tepper）出售了亚马逊、Meta 和甲骨文的股份，同时将其在英伟达的持股增加了超过 8%。泰珀的基金 Appaloosa Management 历来表现出色，他最近的举动反映了向人工智能股票的战略转变。尽管减少了在亚马逊和甲骨文的持仓，泰珀在科技投资方面仍保持多元化，特别是在受益于人工智能进步的公司中。英伟达作为人工智能芯片市场的领导者，由于其显著的收入增长和低估值，被认为是强烈推荐的买入对象，吸引了希望利用人工智能机会的投资者</p>

<p>Artificial intelligence (AI) stocks have been major market movers in recent quarters -- and for good reason. AI promises to join many other discoveries and technologies that have been game changers. <strong>JPMorgan Chase</strong> Chairman Jamie Dimon has said AI could be as transformational as electricity and the internet. So, it's no surprise that investors have been piling into potential AI winners.</p>
<div class="lb-trans"><p>人工智能（AI）股票在最近几个季度成为市场的主要推动力，原因显而易见。AI 有望成为许多其他发现和技术的游戏规则改变者。<strong>摩根大通</strong> 董事长杰米·戴蒙表示，AI 可能会像电力和互联网一样具有变革性。因此，投资者纷纷涌入潜在的 AI 赢家也就不足为奇了。</p>
</div><p>But, there are so many AI stocks out there that you may be wondering how to choose those that will indeed score an AI victory. The good news is there's room for more than one success story in this space, and that means there are plenty of moves investors can make today that should lead to portfolio growth over the long term. You don't have to worry about making one key decision or investing in just one stock.</p>
<div class="lb-trans"><p>但是，市场上有如此多的 AI 股票，你可能会想知道如何选择那些确实能够取得 AI 胜利的股票。好消息是，这个领域有空间容纳多个成功故事，这意味着投资者今天可以采取许多行动，从而在长期内实现投资组合的增长。你不必担心做出一个关键决策或仅仅投资于一只股票。</p>
</div><p>Still, it's a great idea to consider what experts are doing these days, as sometimes we can add some of their ideas to our own investment plan. And with this in mind, I'm taking a look at recent moves by billionaire David Tepper. The founder of Appaloosa Management has proven his strengths over time with the fund delivering an annualized average return of 28% since its launch back in the early 1990s. How is Tepper investing right now to win in AI? Let's find out.</p>
<div class="lb-trans"><p>不过，考虑一下专家们最近的动向是个好主意，因为有时我们可以将他们的一些想法融入到自己的投资计划中。考虑到这一点，我将关注亿万富翁大卫·泰珀最近的投资动向。Appaloosa Management 的创始人在过去的时间里证明了自己的实力，自 1990 年代初成立以来，该基金的年化平均回报率达到了 28%。泰珀目前是如何投资以在 AI 领域获胜的呢？让我们来看看。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MDg4OTYvZ2V0dHlpbWFnZXMtMTIxOTE1ODMyNi5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F808896%2Fgettyimages-1219158326.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>A big investor in tech stocks</h2>
<div class="lb-trans"><h2>科技股的大投资者</h2>
</div><p>The billionaire is a big investor in technology stocks, with a particular focus on well diversified e-commerce companies: Appaloosa Management's two biggest holdings as of the end of the latest quarter were <strong>Alibaba</strong> and <strong>Amazon</strong>(NASDAQ: AMZN). But in the quarter, the fund slightly lowered its positions in certain tech stocks -- including Amazon -- in favor of one stock that's been roaring ahead in the AI race and led gains in the <strong>Dow Jones Industrial Average</strong> last year.</p>
<div class="lb-trans"><p>这位亿万富翁是科技股的大投资者，特别关注多元化的电子商务公司：截至最新季度末，Appaloosa Management 的两大持股分别是 <strong>阿里巴巴</strong> 和 <strong>亚马逊</strong>（NASDAQ: AMZN）。但在这一季度，该基金略微降低了在某些科技股上的持仓，包括亚马逊，转而增持一只在 AI 竞赛中表现突出的股票，该股票在去年推动了 <strong>道琼斯工业平均指数</strong> 的上涨。</p>
</div><p>Here are the details of Tepper's sells, according to a summary of its trades in the fourth quarter of 2024:</p>
<div class="lb-trans"><p>以下是根据 2024 年第四季度交易摘要，泰珀的卖出细节：</p>
</div><ul>
<li>Tepper cut his fund's olding in Amazon by 18% and now holds 2.6 million shares.</li>
<li>He decreased his holding in <strong>Meta Platforms</strong> by 21% and now holds 490,000 shares.</li>
<li>The billionaire reduced his holding in <strong>Oracle</strong>(NYSE: ORCL) by 11% and now owns 1.4 million shares.</li>
</ul>
<div class="lb-trans"><ul>
<li>泰珀将其基金在亚马逊的持仓削减了 18%，目前持有 260 万股。</li>
<li>他将对 <strong>Meta Platforms</strong> 的持仓减少了 21%，目前持有 49 万股。</li>
<li>这位亿万富翁将对 <strong>Oracle</strong>（NYSE: ORCL）的持仓减少了 11%，目前持有 140 万股。</li>
</ul>
</div><p>And here's the AI buy in the most recently reported quarter:</p>
<div class="lb-trans"><p>以下是最近报告的季度中的 AI 买入：</p>
</div><ul>
<li>This top investor increased his fund's position in <strong>Nvidia</strong>(NVDA -2.80%) by more than 8% to 680,001 shares.</li>
</ul>
<div class="lb-trans"><ul>
<li>这位顶级投资者将其基金在 <strong>英伟达</strong>（NVDA -2.80%）的持仓增加了超过 8%，达到 680,001 股。</li>
</ul>
</div><p>Of course, Tepper's biggest AI bets remain Amazon and Oracle as they make up a larger part of his portfolio. But the move to increase his position in Nvidia signals he sees more potential ahead for this AI leader, even though the stock has soared about 800% over the past two years.</p>
<div class="lb-trans"><p>当然，泰珀最大的 AI 押注仍然是亚马逊和 Oracle，因为它们在他的投资组合中占据了更大的份额。但增持英伟达的举动表明，他认为这家 AI 领军企业未来还有更多潜力，尽管该股票在过去两年中已经飙升了约 800%。</p>
</div><h2>Should you follow David Tepper's moves?</h2>
<div class="lb-trans"><h2>你应该跟随大卫·泰珀的动向吗？</h2>
</div><p>So, should you follow Tepper's move and buy Nvdia shares? I think so.</p>
<div class="lb-trans"><p>那么，你应该跟随泰珀的举动，购买英伟达的股票吗？我认为可以。</p>
</div><p>What I like about Tepper's AI strategy is that he's invested across many top players that already are benefiting from AI. For example, Amazon's cloud business recently reached a $115 billion revenue run rate thanks to its AI products and services. And Oracle says &#34;record&#34; AI demand drove its cloud infrastructure revenue up more than 50% in the latest quarter.</p>
<div class="lb-trans"><p>我喜欢泰珀的 AI 策略，因为他投资于许多已经从 AI 中受益的顶级公司。例如，亚马逊的云业务最近达到了 1150 亿美元的收入运行率，这得益于其 AI 产品和服务。而 Oracle 表示，&#34;创纪录&#34;的 AI 需求使其云基础设施收入在最新季度增长了超过 50%。</p>
</div><p>Even though Tepper reduced some of these positions, he's still well diversified across these high-potential companies and isn't betting on just one player. But the move to increase the Nvidia stake was a smart one -- and the tech giant makes a great buy for any investor looking to potentially score an AI win.</p>
<div class="lb-trans"><p>尽管泰珀减少了一些持仓，但他仍然在这些高潜力公司中保持了良好的多元化，并没有仅仅押注于一个参与者。但增持英伟达的举动是明智的——对于任何希望在 AI 领域取得胜利的投资者来说，这家科技巨头都是一个很好的投资选择。</p>
</div><p>Nvidia dominates the AI chip market and also is a powerhouse across the industry as it offers a broad range of related products and services. This has been driving double- and triple-digit revenue growth quarter after quarter, and Nvidia's focus on innovation suggest this could continue well into the future. And right now, the stock is trading for a particularly low valuation, at only 29 times forward earnings estimates, offering investors a fantastic entry point.</p>
<div class="lb-trans"><p>英伟达在 AI 芯片市场占据主导地位，并且在整个行业中也是一股强大的力量，因为它提供广泛的相关产品和服务。这推动了其季度收入的双位数和三位数增长，而英伟达对创新的关注表明，这种增长可能会持续到未来。目前，该股票的估值相对较低，仅为未来收益预期的 29 倍，为投资者提供了一个绝佳的入场机会。</p>
</div><p>All of this means it's a great idea to follow billionaire David Tepper by holding a variety of strong AI players...and picking up more shares of Nvidia.</p>
<div class="lb-trans"><p>所有这些都意味着，跟随亿万富翁大卫·泰珀的脚步，持有多种强劲的 AI 公司股票……并增持更多英伟达的股份是个好主意。</p>
</div>

Billionaire David Tepper Just Sold Shares of Amazon, Meta, and Oracle, and Bought Shares of Last Year's Top-Performing Dow Jones Stock and Big AI Winner

- 人工智能股票在市场中表现突出，吸引投资者关注。  
- 大卫·泰珀增持英伟达股票，显示其对 AI 领域的信心。  
- 泰珀的投资策略强调多元化，降低对单一股票的依赖。  

亿万富翁大卫·泰珀刚刚卖出了亚马逊、Meta 和甲骨文的股票，并买入了去年表现最好的道琼斯股票和人工智能大赢家的股票