<p>唐纳德·特朗普总统因一个可能出乎意料的原因登上新闻。CNBC 对总统最近的财务披露进行的分析显示，特朗普在 2025 年 4 月 8 日进行了 327 笔股票购买。</p>
<p>如果这个日期让你感到陌生，这里有个提醒——就在第二天，特朗普在他的 Truth Social 账户上发布消息称这是一个&#34;购买的好时机！！！&#34;，并宣布部分撤销他的&#34;解放日&#34;关税，导致市场在一天内上涨了 9.5%。</p>
<p>专家们对特朗普的交易伦理进行了大量讨论，白宫则坚持认为总统的投资账户由专业人士管理，这些专业人士与特朗普并没有定期沟通。我不打算解析在公共媒体和华盛顿辩论的法律问题。然而，我认为值得关注的是五只在特朗普 2025 年 4 月购买潮中占据核心地位的巨型科技股——<strong>苹果</strong>（AAPL +0.85%）、<strong>亚马逊</strong>（AMZN +1.38%）、<strong>字母表</strong>（GOOG 0.73%）（GOOGL 0.90%）、<strong>微软</strong>（MSFT +0.19%）和 <strong>英伟达</strong>（NVDA 0.62%）——并看看自那时以来它们的表现。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Nzc3NjAvZ2V0dHlpbWFnZXMtMTczMTQ0MzIxMC5qcGcmdz0zODQw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="3840" height="2560" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Nzc3NjAvZ2V0dHlpbWFnZXMtMTczMTQ0MzIxMC5qcGcmdz0zODQw"/></p>
<p>图片来源：Getty Images。</p>
<h2>这些股票有什么共同点？</h2>
<p>苹果、亚马逊、字母表、微软和英伟达都是&#34;七大奇迹&#34;股票的一部分，这些股票在过去几年中一直是市场的主要推动力。这五家公司受到密切关注，因为对人工智能和 AI 驱动平台的需求正在重塑市场。</p>
<p></p>
<p>AAPL 数据来源于 YCharts</p>
<p>英伟达制造了用于 AI 训练和推理的最受欢迎的半导体芯片，在过去三年中取得了最大的成功，期间股价上涨超过 360%。英伟达目前的市值超过 4.5 万亿美元，成为全球市值最大的公司。</p>
<p>展开</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL05WREEucG5nJnc9MTI4?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="英伟达股票报价" width="80" height="80" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL05WREEucG5nJnc9MTI4"/></p>
<h2>NASDAQ: NVDA</h2>
<p>英伟达</p>
<p>今日变动</p>
<p>(-0.62%) $-1.27</p>
<p>当前价格</p>
<p>$202.85</p>
<h3>关键数据点</h3>
<p>市值</p>
<p>$4.9T 市值仅计算公开交易的流通股，不包括未上市、私有或双重类别的非交易股份。隐含市值可能有所不同。市值仅计算公开交易的流通股，不包括未上市、私有或双重类别的非交易股份。隐含市值可能有所不同。</p>
<p>日内区间</p>
<p>$198.96 - $204.58</p>
<p>52 周区间</p>
<p>$162.02 - $236.54</p>
<p>成交量</p>
<p>3.8K</p>
<p>平均成交量</p>
<p>159.1M</p>
<p>毛利率</p>
<p>74.15%</p>
<p>股息收益率</p>
<p>0.14%</p>
<p>亚马逊、微软和字母表都是超大规模云计算公司，意味着它们运营着大型云计算业务，提供云、网络和存储服务。在人工智能时代，云运营商变得更加必要，因为公司自行构建具备 AI 能力的网络和存储系统的成本极高。亚马逊在全球市场中占有 28% 的份额，位居第一，微软以 21% 位居第二，字母表的谷歌云以 14% 的市场份额排名第三。</p>
<p>苹果则更像是一个特例——它不制造芯片，也没有表现出成为超大规模云计算公司的兴趣。相反，它专注于将 AI 技术——它称之为苹果智能——直接融入其产品中。它最近宣布了改进版的个人助手 Siri AI，将在今年推出。Siri AI 将能够回答用户屏幕上内容的问题、进行搜索，并从网站获取实时信息。</p>
<h2>这些股票的表现如何？</h2>
<p>虽然我们不知道特朗普在苹果、亚马逊、字母表、微软和 英伟达股票 上具体购买了多少，但我们知道所有购买金额在$100,000 到$250,000 之间。因此，为了比较，我们假设他在 2025 年 4 月 8 日每只股票上花费了$175,000，并持有至今。</p>
<p></p>
<p>AAPL 数据来源于 YCharts</p>
<p>字母表在过去一年中经历了复苏，是最大的赢家，将假设的$175,000 投资变成了$438,410。但所有五项投资都实现了盈利——即使是 微软股票，在过去 15 个月中仅上涨了 8%。</p>
<p>总的来说，特朗普假设的$875,000 投资将变成$1.58 百万，获得 76% 的收益。</p>

苹果

英伟达

亚马逊

<p>CNBC 的分析显示，特朗普总统在 2025 年 4 月 8 日进行了 327 笔股票交易，恰好在宣布部分关税撤销之前，这一举措推动了市场上涨。这些购买主要集中在苹果、英伟达和亚马逊等大型科技公司。尽管白宫声称是专业管理，但专家们对其伦理性进行了辩论。假设分析表明，这些对 “七大奇迹” 股票的投资将会带来可观的回报</p>

<p>President Donald Trump is in the news for what may be an unexpected reason. A CNBC analysis of the president's most recent financial disclosures shows that Trump made 327 stock purchases on April 8, 2025.</p>
<div class="lb-trans"><p>唐纳德·特朗普总统因一个可能出乎意料的原因登上新闻。CNBC 对总统最近的财务披露进行的分析显示，特朗普在 2025 年 4 月 8 日进行了 327 笔股票购买。</p>
</div><p>If that date doesn't ring a bell, here's a refresher -- the very next day, Trump posted on his Truth Social account that it was a &#34;GREAT TIME TO BUY!!!&#34; and then announced a partial rollback in his &#34;Liberation Day&#34; tariffs that caused the market to jump 9.5% in a day.</p>
<div class="lb-trans"><p>如果这个日期让你感到陌生，这里有个提醒——就在第二天，特朗普在他的 Truth Social 账户上发布消息称这是一个&#34;购买的好时机！！！&#34;，并宣布部分撤销他的&#34;解放日&#34;关税，导致市场在一天内上涨了 9.5%。</p>
</div><p>There's a lot of discussion among experts about the ethics of Trump's trades, and the White House maintains that the president's investment accounts are managed by professionals who are not in regular communication with Trump. I'm not going to try to parse the legalities that are being debated on public airwaves and in Washington. However, I do think it's worthwhile to look at five megacap tech stocks that were central to Trump's April 2025 buying spree -- <strong>Apple</strong>( AAPL +0.85%), <strong>Amazon</strong>( AMZN +1.38%), <strong>Alphabet</strong>( GOOG 0.73%)( GOOGL 0.90%) <strong>Microsoft</strong>( MSFT +0.19%), and <strong>Nvidia</strong>( NVDA 0.62%) -- and see how they've performed since that date.</p>
<div class="lb-trans"><p>专家们对特朗普的交易伦理进行了大量讨论，白宫则坚持认为总统的投资账户由专业人士管理，这些专业人士与特朗普并没有定期沟通。我不打算解析在公共媒体和华盛顿辩论的法律问题。然而，我认为值得关注的是五只在特朗普 2025 年 4 月购买潮中占据核心地位的巨型科技股——<strong>苹果</strong>（AAPL +0.85%）、<strong>亚马逊</strong>（AMZN +1.38%）、<strong>字母表</strong>（GOOG 0.73%）（GOOGL 0.90%）、<strong>微软</strong>（MSFT +0.19%）和 <strong>英伟达</strong>（NVDA 0.62%）——并看看自那时以来它们的表现。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Nzc3NjAvZ2V0dHlpbWFnZXMtMTczMTQ0MzIxMC5qcGcmdz0zODQw" alt="The White House." original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F877760%2Fgettyimages-1731443210.jpg&amp;w=3840&amp;op=resize"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>What do these stocks have in common?</h2>
<div class="lb-trans"><h2>这些股票有什么共同点？</h2>
</div><p>Apple, Amazon, Alphabet, Microsoft, and Nvidia are all part of the &#34; Magnificent Seven&#34; group of stocks that have been primary drivers in the market for the last several years. The five companies have been closely followed as the appetite for artificial intelligence and AI-powered platforms remakes the market.</p>
<div class="lb-trans"><p>苹果、亚马逊、字母表、微软和英伟达都是&#34;七大奇迹&#34;股票的一部分，这些股票在过去几年中一直是市场的主要推动力。这五家公司受到密切关注，因为对人工智能和 AI 驱动平台的需求正在重塑市场。</p>
</div><p></p>
<div class="lb-trans"><p></p>
</div><p>AAPL data by YCharts</p>
<div class="lb-trans"><p>AAPL 数据来源于 YCharts</p>
</div><p>Nvidia, which makes the most popular semiconductor chips used in AI training and inference, has had the most success in the last three years, gaining more than 360% over that period. Nvidia now has a market cap of more than $4.5 trillion, making it the biggest company in the world by market capitalization.</p>
<div class="lb-trans"><p>英伟达制造了用于 AI 训练和推理的最受欢迎的半导体芯片，在过去三年中取得了最大的成功，期间股价上涨超过 360%。英伟达目前的市值超过 4.5 万亿美元，成为全球市值最大的公司。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展开</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL05WREEucG5nJnc9MTI4" alt="Nvidia Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FNVDA.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: NVDA</h2>
<div class="lb-trans"><h2>NASDAQ: NVDA</h2>
</div><p>Nvidia</p>
<div class="lb-trans"><p>英伟达</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日变动</p>
</div><p>(-0.62%) $-1.27</p>
<div class="lb-trans"><p>(-0.62%) $-1.27</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>当前价格</p>
</div><p>$202.85</p>
<div class="lb-trans"><p>$202.85</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>关键数据点</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$4.9TMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.Market cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.</p>
<div class="lb-trans"><p>$4.9T 市值仅计算公开交易的流通股，不包括未上市、私有或双重类别的非交易股份。隐含市值可能有所不同。市值仅计算公开交易的流通股，不包括未上市、私有或双重类别的非交易股份。隐含市值可能有所不同。</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日内区间</p>
</div><p>$198.96 - $204.58</p>
<div class="lb-trans"><p>$198.96 - $204.58</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周区间</p>
</div><p>$162.02 - $236.54</p>
<div class="lb-trans"><p>$162.02 - $236.54</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>3.8K</p>
<div class="lb-trans"><p>3.8K</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>159.1M</p>
<div class="lb-trans"><p>159.1M</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>74.15%</p>
<div class="lb-trans"><p>74.15%</p>
</div><p>Dividend Yield</p>
<div class="lb-trans"><p>股息收益率</p>
</div><p>0.14%</p>
<div class="lb-trans"><p>0.14%</p>
</div><p>Amazon, Microsoft, and Alphabet are hyperscalers, meaning they operate large cloud computing operations that offer cloud, networking, and storage services. Cloud operators have become even more necessary in the age of AI because it's extremely expensive for companies to build their own AI-capable networking and storage systems in-house. Amazon has the largest share in the global market, at 28%, while Microsoft is No. 2 at 21%, and Alphabet's Google Cloud is third with 14% share.</p>
<div class="lb-trans"><p>亚马逊、微软和字母表都是超大规模云计算公司，意味着它们运营着大型云计算业务，提供云、网络和存储服务。在人工智能时代，云运营商变得更加必要，因为公司自行构建具备 AI 能力的网络和存储系统的成本极高。亚马逊在全球市场中占有 28% 的份额，位居第一，微软以 21% 位居第二，字母表的谷歌云以 14% 的市场份额排名第三。</p>
</div><p>Apple is more of an outlier -- it doesn't make chips, and it hasn't shown any interest in being a hyperscaler. Instead, it focuses on incorporating AI technology -- which it calls Apple Intelligence -- directly into its products. It recently announced a revamped version of its Siri personal assistant, Siri AI, which is being rolled out this year. Siri AI will be able to answer questions about content on users' screens, conduct searches, and get real-time information from websites.</p>
<div class="lb-trans"><p>苹果则更像是一个特例——它不制造芯片，也没有表现出成为超大规模云计算公司的兴趣。相反，它专注于将 AI 技术——它称之为苹果智能——直接融入其产品中。它最近宣布了改进版的个人助手 Siri AI，将在今年推出。Siri AI 将能够回答用户屏幕上内容的问题、进行搜索，并从网站获取实时信息。</p>
</div><h2>How are these stocks performing?</h2>
<div class="lb-trans"><h2>这些股票的表现如何？</h2>
</div><p>While we don't know how much Trump bought in Apple, Amazon, Alphabet, Microsoft, and Nvidia stocks, we do know all the purchases were between $100,000 and $250,000. So let's split the difference for the sake of comparison and say he spent $175,000 on each stock on April 8, 2025, and held his positions through today.</p>
<div class="lb-trans"><p>虽然我们不知道特朗普在苹果、亚马逊、字母表、微软和 英伟达股票 上具体购买了多少，但我们知道所有购买金额在$100,000 到$250,000 之间。因此，为了比较，我们假设他在 2025 年 4 月 8 日每只股票上花费了$175,000，并持有至今。</p>
</div><p></p>
<div class="lb-trans"><p></p>
</div><p>AAPL data by YCharts</p>
<div class="lb-trans"><p>AAPL 数据来源于 YCharts</p>
</div><p>Alphabet, which has seen a resurgence over the last year, is the biggest winner, turning a hypothetical $175,000 investment into $438,410. But all five investments come out in the black -- even Microsoft stock, which gained only 8% in the last 15 months.</p>
<div class="lb-trans"><p>字母表在过去一年中经历了复苏，是最大的赢家，将假设的$175,000 投资变成了$438,410。但所有五项投资都实现了盈利——即使是 微软股票，在过去 15 个月中仅上涨了 8%。</p>
</div><p>In all, Trump's hypothetical $875,000 investment would have turned into $1.58 million, a gain of 76% on those five trades.</p>
<div class="lb-trans"><p>总的来说，特朗普假设的$875,000 投资将变成$1.58 百万，获得 76% 的收益。</p>
</div>

Trump Made 327 Stock Trades in Apple, Nvidia, and Other Tech Giants Before His Tariff Pause

- 唐纳德·特朗普于 2025 年 4 月 8 日购买了 327 只股票。  
- 这些股票包括苹果、亚马逊、谷歌、微软和英伟达等科技公司。  
- 假设 875,000 美元的投资现价值 1,580,000 美元，增幅达 76%。

Motley Fool

2 倍做多 NVDA ETF - T-Rex

1 倍做空英伟达 ETF - Direxion

Roundhill AMZN WeeklyPay ETF

Leverage Shares 2X Long AMZN Daily ETF

2 倍做多 AAPL ETF - GraniteShares

2 倍做多英伟达 ETF - Leverage Shares

南方两倍做多英伟达

2 倍做多英伟达 ETF - GraniteShares

GraniteShares 2x Long AMZN Daily ETF

南方两倍做空英伟达

亚马逊每日 1 倍做空 ETF - Direxion

T-Rex 2X Long Apple Daily Target ETF

英伟达期权收益策略 ETF - YieldMax

NVDA 周配息 ETF - Roundhill

Kurv Yield Premium Strategy Amazon AMZN ETF

2 倍做空 NVDA ETF - GraniteShares

2 倍做空 NVDA ETF - T-Rex

1.5 倍做空英伟达 ETF - Tradr

苹果每日 1 倍做空 ETF - Direxion

2 倍做多英伟达 ETF - Direxion

ProShares Ultra NVDA

苹果每日 2 倍做多 ETF - Direxion

亚马逊每日 2 倍做多 ETF - Direxion

AAPL 周收益 ETF - Roundhill

YieldMax AAPL Option Income Strategy ETF

Kurv Yield Premium Strategy Apple Aapl ETF

2 倍做多 MAG7 指数 ETF - Roundhill

Leverage Shares 2x Cpd Acclrtd NVDAMnETF

GraniteShares YieldBOOST NVDA ETF

xETFs NVDA Daily Income ETF

NVDA 期权收益策略 ETF - YieldMax

XI二南英伟-U

Tradr 2X Short AMZN Daily ETF

Yieldmax Amzn Option Income ETF

Graniteshares YieldBOOST AMZN ETF

半导体 ETF - VanEck Vectors

费城交易所 半导体 ETF - iShares

半导体 3 倍做多 - Direxion

Invesco PHLX Semiconductor ETF

标普半导体 ETF - SPDR

动态半导体 ETF - Invesco

纳斯达克半导体 ETF - First Trust

谷歌-C

谷歌-A

微软

NVIDIA Corporation

特朗普在暂停关税之前进行了 327 笔涉及苹果、英伟达和其他科技巨头的股票交易