<p>人工智能（AI）股票在最近幾個季度成為市場的主要推動力，原因顯而易見。AI 有望成為許多其他發現和技術的遊戲規則改變者。<strong>摩根大通</strong> 董事長傑米·戴蒙表示，AI 可能會像電力和互聯網一樣具有變革性。因此，投資者紛紛湧入潛在的 AI 贏家也就不足為奇了。</p>
<p>但是，市場上有如此多的 AI 股票，你可能會想知道如何選擇那些確實能夠取得 AI 勝利的股票。好消息是，這個領域有空間容納多個成功故事，這意味着投資者今天可以採取許多行動，從而在長期內實現投資組合的增長。你不必擔心做出一個關鍵決策或僅僅投資於一只股票。</p>
<p>不過，考慮一下專家們最近的動向是個好主意，因為有時我們可以將他們的一些想法融入到自己的投資計劃中。考慮到這一點，我將關注億萬富翁大衞·泰珀最近的投資動向。Appaloosa Management 的創始人在過去的時間裏證明了自己的實力，自 1990 年代初成立以來，該基金的年化平均回報率達到了 28%。泰珀目前是如何投資以在 AI 領域獲勝的呢？讓我們來看看。</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>圖片來源：Getty Images。</p>
<h2>科技股的大投資者</h2>
<p>這位億萬富翁是科技股的大投資者，特別關注多元化的電子商務公司：截至最新季度末，Appaloosa Management 的兩大持股分別是 <strong>阿里巴巴</strong> 和 <strong>亞馬遜</strong>（NASDAQ: AMZN）。但在這一季度，該基金略微降低了在某些科技股上的持倉，包括亞馬遜，轉而增持一隻在 AI 競賽中表現突出的股票，該股票在去年推動了 <strong>道瓊斯工業平均指數</strong> 的上漲。</p>
<p>以下是根據 2024 年第四季度交易摘要，泰珀的賣出細節：</p>
<ul>
<li>泰珀將其基金在亞馬遜的持倉削減了 18%，目前持有 260 萬股。</li>
<li>他將對 <strong>Meta Platforms</strong> 的持倉減少了 21%，目前持有 49 萬股。</li>
<li>這位億萬富翁將對 <strong>Oracle</strong>（NYSE: ORCL）的持倉減少了 11%，目前持有 140 萬股。</li>
</ul>
<p>以下是最近報告的季度中的 AI 買入：</p>
<ul>
<li>這位頂級投資者將其基金在 <strong>英偉達</strong>（NVDA -2.80%）的持倉增加了超過 8%，達到 680,001 股。</li>
</ul>
<p>當然，泰珀最大的 AI 押注仍然是亞馬遜和 Oracle，因為它們在他的投資組合中佔據了更大的份額。但增持英偉達的舉動表明，他認為這家 AI 領軍企業未來還有更多潛力，儘管該股票在過去兩年中已經飆升了約 800%。</p>
<h2>你應該跟隨大衞·泰珀的動向嗎？</h2>
<p>那麼，你應該跟隨泰珀的舉動，購買英偉達的股票嗎？我認為可以。</p>
<p>我喜歡泰珀的 AI 策略，因為他投資於許多已經從 AI 中受益的頂級公司。例如，亞馬遜的雲業務最近達到了 1150 億美元的收入運行率，這得益於其 AI 產品和服務。而 Oracle 表示，&#34;創紀錄&#34;的 AI 需求使其雲基礎設施收入在最新季度增長了超過 50%。</p>
<p>儘管泰珀減少了一些持倉，但他仍然在這些高潛力公司中保持了良好的多元化，並沒有僅僅押注於一個參與者。但增持英偉達的舉動是明智的——對於任何希望在 AI 領域取得勝利的投資者來説，這家科技巨頭都是一個很好的投資選擇。</p>
<p>英偉達在 AI 芯片市場佔據主導地位，並且在整個行業中也是一股強大的力量，因為它提供廣泛的相關產品和服務。這推動了其季度收入的雙位數和三位數增長，而英偉達對創新的關注表明，這種增長可能會持續到未來。目前，該股票的估值相對較低，僅為未來收益預期的 29 倍，為投資者提供了一個絕佳的入場機會。</p>
<p>所有這些都意味着，跟隨億萬富翁大衞·泰珀的腳步，持有多種強勁的 AI 公司股票……並增持更多英偉達的股份是個好主意。</p>

英偉達

<p>億萬富翁大衞·泰珀（David Tepper）出售了亞馬遜、Meta 和甲骨文的股份，同時將其在英偉達的持股增加了超過 8%。泰珀的基金 Appaloosa Management 歷來表現出色，他最近的舉動反映了向人工智能股票的戰略轉變。儘管減少了在亞馬遜和甲骨文的持倉，泰珀在科技投資方面仍保持多元化，特別是在受益於人工智能進步的公司中。英偉達作為人工智能芯片市場的領導者，由於其顯著的收入增長和低估值，被認為是強烈推薦的買入對象，吸引了希望利用人工智能機會的投資者</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）股票在最近幾個季度成為市場的主要推動力，原因顯而易見。AI 有望成為許多其他發現和技術的遊戲規則改變者。<strong>摩根大通</strong> 董事長傑米·戴蒙表示，AI 可能會像電力和互聯網一樣具有變革性。因此，投資者紛紛湧入潛在的 AI 贏家也就不足為奇了。</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，市場上有如此多的 AI 股票，你可能會想知道如何選擇那些確實能夠取得 AI 勝利的股票。好消息是，這個領域有空間容納多個成功故事，這意味着投資者今天可以採取許多行動，從而在長期內實現投資組合的增長。你不必擔心做出一個關鍵決策或僅僅投資於一只股票。</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>不過，考慮一下專家們最近的動向是個好主意，因為有時我們可以將他們的一些想法融入到自己的投資計劃中。考慮到這一點，我將關注億萬富翁大衞·泰珀最近的投資動向。Appaloosa Management 的創始人在過去的時間裏證明了自己的實力，自 1990 年代初成立以來，該基金的年化平均回報率達到了 28%。泰珀目前是如何投資以在 AI 領域獲勝的呢？讓我們來看看。</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>圖片來源：Getty Images。</p>
</div><h2>A big investor in tech stocks</h2>
<div class="lb-trans"><h2>科技股的大投資者</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>這位億萬富翁是科技股的大投資者，特別關注多元化的電子商務公司：截至最新季度末，Appaloosa Management 的兩大持股分別是 <strong>阿里巴巴</strong> 和 <strong>亞馬遜</strong>（NASDAQ: AMZN）。但在這一季度，該基金略微降低了在某些科技股上的持倉，包括亞馬遜，轉而增持一隻在 AI 競賽中表現突出的股票，該股票在去年推動了 <strong>道瓊斯工業平均指數</strong> 的上漲。</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>以下是根據 2024 年第四季度交易摘要，泰珀的賣出細節：</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>泰珀將其基金在亞馬遜的持倉削減了 18%，目前持有 260 萬股。</li>
<li>他將對 <strong>Meta Platforms</strong> 的持倉減少了 21%，目前持有 49 萬股。</li>
<li>這位億萬富翁將對 <strong>Oracle</strong>（NYSE: ORCL）的持倉減少了 11%，目前持有 140 萬股。</li>
</ul>
</div><p>And here's the AI buy in the most recently reported quarter:</p>
<div class="lb-trans"><p>以下是最近報告的季度中的 AI 買入：</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>這位頂級投資者將其基金在 <strong>英偉達</strong>（NVDA -2.80%）的持倉增加了超過 8%，達到 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>當然，泰珀最大的 AI 押注仍然是亞馬遜和 Oracle，因為它們在他的投資組合中佔據了更大的份額。但增持英偉達的舉動表明，他認為這家 AI 領軍企業未來還有更多潛力，儘管該股票在過去兩年中已經飆升了約 800%。</p>
</div><h2>Should you follow David Tepper's moves?</h2>
<div class="lb-trans"><h2>你應該跟隨大衞·泰珀的動向嗎？</h2>
</div><p>So, should you follow Tepper's move and buy Nvdia shares? I think so.</p>
<div class="lb-trans"><p>那麼，你應該跟隨泰珀的舉動，購買英偉達的股票嗎？我認為可以。</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>我喜歡泰珀的 AI 策略，因為他投資於許多已經從 AI 中受益的頂級公司。例如，亞馬遜的雲業務最近達到了 1150 億美元的收入運行率，這得益於其 AI 產品和服務。而 Oracle 表示，&#34;創紀錄&#34;的 AI 需求使其雲基礎設施收入在最新季度增長了超過 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>儘管泰珀減少了一些持倉，但他仍然在這些高潛力公司中保持了良好的多元化，並沒有僅僅押注於一個參與者。但增持英偉達的舉動是明智的——對於任何希望在 AI 領域取得勝利的投資者來説，這家科技巨頭都是一個很好的投資選擇。</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>英偉達在 AI 芯片市場佔據主導地位，並且在整個行業中也是一股強大的力量，因為它提供廣泛的相關產品和服務。這推動了其季度收入的雙位數和三位數增長，而英偉達對創新的關注表明，這種增長可能會持續到未來。目前，該股票的估值相對較低，僅為未來收益預期的 29 倍，為投資者提供了一個絕佳的入場機會。</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>所有這些都意味着，跟隨億萬富翁大衞·泰珀的腳步，持有多種強勁的 AI 公司股票……並增持更多英偉達的股份是個好主意。</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

- 人工智能股票在市場中表現突出，吸引投資者關注。  
- 大衞·泰珀增持英偉達股票，顯示其對 AI 領域的信心。  
- 泰珀的投資策略強調多元化，降低對單一股票的依賴。  

億萬富翁大衞·泰珀剛剛賣出了亞馬遜、Meta 和甲骨文的股票，並買入了去年表現最好的道瓊斯股票和人工智能大贏家的股票