<p>重要的數據發佈在華爾街是常見的現象。在財報季節，華爾街大多數最大和最具影響力的企業會報告其季度運營結果，加上每日的經濟報告，可能會很容易錯過一些重要信息。</p>
<p>例如，您可能錯過了上週可以説是第四季度最重要的數據發佈。11 月 14 日是資產管理規模（AUM）至少為 1 億美元的機構投資者向證券交易委員會提交 13F 表格的截止日期。該文件提供了一個快照，提醒投資者華爾街最知名的資金經理在最新季度（即截至 9 月 30 日）買入和賣出的股票。</p>
<p>儘管投資者往往關注沃倫·巴菲特在 <strong>伯克希爾·哈撒韋</strong> 的交易活動，但這位奧馬哈的先知並不是華爾街唯一一位非常成功的億萬富翁資產經理。</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>圖片來源：Getty Images。</p>
<p>例如，橋水基金的億萬富翁資產經理瑞·達里奧也有相當多的追隨者。達里奧管理着一個多元化的基金，利用經濟趨勢，在第三季度結束時，其資產管理規模接近 177 億美元。</p>
<p>在達里奧及其團隊在截至 9 月的季度內執行的數百筆交易中，也許沒有哪一筆交易比與華爾街最熱門的三隻人工智能（AI）股票拆分股票的買賣活動更引人注目。</p>
<h2>達里奧的橋水基金拋售 27% 的英偉達股份</h2>
<p>第一個引人注目的消息是瑞·達里奧是市場領先的 AI 股票拆分股票 <strong>英偉達</strong>（NVDA 4.89%）的大賣家。英偉達在 6 月 7 日交易結束後完成了其有史以來最大的前瞻性股票拆分（10 比 1）。</p>
<p>儘管英偉達的 AI 圖形處理單元（GPU）在高計算數據中心中佔據主導地位，並且該公司在其 H100 和 Blackwell GPU 上擁有相當大的定價權，但達里奧的橋水基金在第三季度拋售了 1,801,922 股英偉達。這代表着與 6 月 30 日的持股相比減少了 27%。儘管獲利了結可能是橋水的主要催化劑，但這個故事可能不僅僅是為了兑現利潤。</p>
<p>例如，英偉達的股票在 AI 革命的推動下經歷了近乎拋物線的增長。然而，歷史告訴我們，自互聯網出現以來，每一種顛覆性技術都經歷了早期階段的泡沫。投資者常常高估新技術被企業和消費者採用的速度，最終導致過高的期望未能實現。</p>
<p>達里奧和他的團隊可能也對美國監管機構限制英偉達的潛力感到沮喪。在 2022 年和 2023 年，監管機構限制向中國（按國內生產總值計算的世界第二大經濟體）出口高性能 AI 芯片。中國是英偉達銷售和利潤的重要貢獻者。</p>
<p>最後，橋水基金的頂尖人才可能預見到 AI-GPU 領域競爭的顯著增加。除了日益增長的外部競爭外，許多英偉達最大的客户（主要是 “七大巨頭” 的成員）也在內部開發自己的 AI 芯片。儘管這些內部開發的 AI 芯片在計算能力上可能落後於英偉達，但它們將便宜得多且更易於獲取。換句話説，這可能導致英偉達在未來幾個季度失去寶貴的數據中心空間。</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>圖片來源：Getty Images。</p>
<h2>橋水基金幾乎將其在華爾街頂級 AI 網絡股票拆分股票的持股增加了四倍</h2>
<p>但當達里奧和他的頂級投資顧問在減少橋水對英偉達的持股時，他們卻在積極增持另外兩隻知名的 AI 股票拆分股票。</p>
<p>根據最新的 13F，橋水購買了 710,793 股 AI 網絡解決方案專家 <strong>博通</strong>（AVGO -0.19%），這使橋水的持股在三個月內增加了 291%。博通在 7 月 12 日交易結束後完成了其首次股票拆分（同樣是 10 比 1）。</p>
<p>正如英偉達的 GPU 在企業數據中心中獲得了壟斷般的份額，博通的 AI 網絡解決方案也成為企業的首選。Jericho3-AI 架構可以連接多達 32,000 個 GPU，目標是減少尾部延遲並最大化計算潛力。減少尾部延遲在數據中心中尤其重要，因為 AI 驅動的軟件和系統需要在瞬息萬變的情況下做出決策。</p>
<p>但博通最重要的事情可能就是它不僅僅是一家 AI 公司。儘管 AI 佔其當前銷售增長的絕大部分，但其大部分收入可以追溯到其基礎運營部門。這意味着如果形成並破裂 AI 泡沫，博通將比英偉達更有能力度過風暴。</p>
<p>博通是下一代智能手機中使用的重要無線芯片和配件供應商。無線公司升級其網絡以支持 5G 下載速度，增加了對博通產品的需求。</p>
<p>此外，它還提供網絡安全解決方案，為工業設備提供光學組件，並擁有一系列用於下一代車輛的產品。這些都是隨着車輛變得越來越依賴技術以及對自動化工業設備的需求增加而穩步增長的領域。</p>
<h2>達里奧還將其基金在一隻潛在問題的 AI 股票拆分股票中的持股增加了 10 倍</h2>
<p>達里奧及其團隊購買的另一隻人工智能股票拆分股是可定製機架服務器和存儲解決方案專家 <strong>Super Micro Computer</strong>(SMCI 31.24%)。在截至九月的季度中增加的 1,453,270 股使橋水基金在 Super Micro 的持股增加了 921%!</p>
<p>Super Micro 在 9 月 30 日交易結束後完成了 10 比 1 的前分拆（也是其首次分拆），並且其可定製機架服務器的需求強勁。渴望獲得競爭優勢的企業願意在構建數據中心所需的基礎設施上花費資金，而 Super Micro Computer 在這一過程中發揮了重要作用。</p>
<p>更重要的是，Super Micro 將 Nvidia 的領先 GPU 集成到其機架服務器中。使用優質硬件是幫助公司在 2024 財年（截至 6 月 30 日）銷售額翻倍的誘因。</p>
<p>然而，Super Micro Computer 可能並不像表面上看起來的那樣是一個令人驚歎的價值和增長故事。根據《華爾街日報》，著名的做空機構 Hindenburg Research 在 8 月底發佈了一份報告，指控 Super Micro 存在 “會計操縱”。自該報告發布以來，司法部已對該公司的會計做法展開初步調查。</p>
<p>更糟糕的是，曾經指出 Super Micro 內部控制問題的會計師事務所安永在 10 月底辭去了公司的審計師。雖然這並不意味着 Hindenburg 提出的指控是準確的，但這一情況的外部印象無疑是負面的。</p>
<p>儘管 Super Micro Computer 在紙面上似乎具備成功的條件，但在其提交目前延遲的年度報告並解決這些會計問題之前，其股票實際上是無法交易的。</p>

博通

<p>億萬富翁雷·達里奧的橋水基金出售了 27% 的英偉達股份，顯著減少了其持股比例，原因是對市場競爭和監管限制的擔憂。相比之下，該公司將對博通的投資增加了 291%，突顯出其向人工智能網絡解決方案的戰略轉變。這一舉措反映了達里奧對不斷變化的人工智能格局和可能影響英偉達未來表現的市場動態的回應</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>重要的數據發佈在華爾街是常見的現象。在財報季節，華爾街大多數最大和最具影響力的企業會報告其季度運營結果，加上每日的經濟報告，可能會很容易錯過一些重要信息。</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，您可能錯過了上週可以説是第四季度最重要的數據發佈。11 月 14 日是資產管理規模（AUM）至少為 1 億美元的機構投資者向證券交易委員會提交 13F 表格的截止日期。該文件提供了一個快照，提醒投資者華爾街最知名的資金經理在最新季度（即截至 9 月 30 日）買入和賣出的股票。</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>儘管投資者往往關注沃倫·巴菲特在 <strong>伯克希爾·哈撒韋</strong> 的交易活動，但這位奧馬哈的先知並不是華爾街唯一一位非常成功的億萬富翁資產經理。</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>圖片來源：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，橋水基金的億萬富翁資產經理瑞·達里奧也有相當多的追隨者。達里奧管理着一個多元化的基金，利用經濟趨勢，在第三季度結束時，其資產管理規模接近 177 億美元。</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>在達里奧及其團隊在截至 9 月的季度內執行的數百筆交易中，也許沒有哪一筆交易比與華爾街最熱門的三隻人工智能（AI）股票拆分股票的買賣活動更引人注目。</p>
</div><h2>Dalio's Bridgewater dumps 27% of its Nvidia shares</h2>
<div class="lb-trans"><h2>達里奧的橋水基金拋售 27% 的英偉達股份</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>第一個引人注目的消息是瑞·達里奧是市場領先的 AI 股票拆分股票 <strong>英偉達</strong>（NVDA 4.89%）的大賣家。英偉達在 6 月 7 日交易結束後完成了其有史以來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>儘管英偉達的 AI 圖形處理單元（GPU）在高計算數據中心中佔據主導地位，並且該公司在其 H100 和 Blackwell GPU 上擁有相當大的定價權，但達里奧的橋水基金在第三季度拋售了 1,801,922 股英偉達。這代表着與 6 月 30 日的持股相比減少了 27%。儘管獲利了結可能是橋水的主要催化劑，但這個故事可能不僅僅是為了兑現利潤。</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，英偉達的股票在 AI 革命的推動下經歷了近乎拋物線的增長。然而，歷史告訴我們，自互聯網出現以來，每一種顛覆性技術都經歷了早期階段的泡沫。投資者常常高估新技術被企業和消費者採用的速度，最終導致過高的期望未能實現。</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>達里奧和他的團隊可能也對美國監管機構限制英偉達的潛力感到沮喪。在 2022 年和 2023 年，監管機構限制向中國（按國內生產總值計算的世界第二大經濟體）出口高性能 AI 芯片。中國是英偉達銷售和利潤的重要貢獻者。</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>最後，橋水基金的頂尖人才可能預見到 AI-GPU 領域競爭的顯著增加。除了日益增長的外部競爭外，許多英偉達最大的客户（主要是 “七大巨頭” 的成員）也在內部開發自己的 AI 芯片。儘管這些內部開發的 AI 芯片在計算能力上可能落後於英偉達，但它們將便宜得多且更易於獲取。換句話説，這可能導致英偉達在未來幾個季度失去寶貴的數據中心空間。</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>圖片來源：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>橋水基金幾乎將其在華爾街頂級 AI 網絡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>但當達里奧和他的頂級投資顧問在減少橋水對英偉達的持股時，他們卻在積極增持另外兩隻知名的 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>根據最新的 13F，橋水購買了 710,793 股 AI 網絡解決方案專家 <strong>博通</strong>（AVGO -0.19%），這使橋水的持股在三個月內增加了 291%。博通在 7 月 12 日交易結束後完成了其首次股票拆分（同樣是 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>正如英偉達的 GPU 在企業數據中心中獲得了壟斷般的份額，博通的 AI 網絡解決方案也成為企業的首選。Jericho3-AI 架構可以連接多達 32,000 個 GPU，目標是減少尾部延遲並最大化計算潛力。減少尾部延遲在數據中心中尤其重要，因為 AI 驅動的軟件和系統需要在瞬息萬變的情況下做出決策。</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僅僅是一家 AI 公司。儘管 AI 佔其當前銷售增長的絕大部分，但其大部分收入可以追溯到其基礎運營部門。這意味着如果形成並破裂 AI 泡沫，博通將比英偉達更有能力度過風暴。</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機中使用的重要無線芯片和配件供應商。無線公司升級其網絡以支持 5G 下載速度，增加了對博通產品的需求。</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，它還提供網絡安全解決方案，為工業設備提供光學組件，並擁有一系列用於下一代車輛的產品。這些都是隨着車輛變得越來越依賴技術以及對自動化工業設備的需求增加而穩步增長的領域。</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>達里奧還將其基金在一隻潛在問題的 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>達里奧及其團隊購買的另一隻人工智能股票拆分股是可定製機架服務器和存儲解決方案專家 <strong>Super Micro Computer</strong>(SMCI 31.24%)。在截至九月的季度中增加的 1,453,270 股使橋水基金在 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 日交易結束後完成了 10 比 1 的前分拆（也是其首次分拆），並且其可定製機架服務器的需求強勁。渴望獲得競爭優勢的企業願意在構建數據中心所需的基礎設施上花費資金，而 Super Micro Computer 在這一過程中發揮了重要作用。</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 將 Nvidia 的領先 GPU 集成到其機架服務器中。使用優質硬件是幫助公司在 2024 財年（截至 6 月 30 日）銷售額翻倍的誘因。</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 可能並不像表面上看起來的那樣是一個令人驚歎的價值和增長故事。根據《華爾街日報》，著名的做空機構 Hindenburg Research 在 8 月底發佈了一份報告，指控 Super Micro 存在 “會計操縱”。自該報告發布以來，司法部已對該公司的會計做法展開初步調查。</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，曾經指出 Super Micro 內部控制問題的會計師事務所安永在 10 月底辭去了公司的審計師。雖然這並不意味着 Hindenburg 提出的指控是準確的，但這一情況的外部印象無疑是負面的。</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>儘管 Super Micro Computer 在紙面上似乎具備成功的條件，但在其提交目前延遲的年度報告並解決這些會計問題之前，其股票實際上是無法交易的。</p>
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Billionaire Ray Dalio Sold 27% of Bridgewater's Stake in Nvidia and Is Piling Into 2 Artificial Intelligence (AI) Stock-Split Stocks

- 機構投資者於 11 月 14 日提交 13F 表格，披露最新季度交易情況。  
- Ray Dalio 的 Bridgewater 減持 27% Nvidia 股票，同時增持 Broadcom 和 Super Micro。  
- Super Micro 面臨會計操控指控，審計師已辭職，前景不明。  

億萬富翁雷·達里奧出售了橋水基金在英偉達的 27% 股份，並正在大量買入兩隻人工智能（AI）拆股股票