---
title: "午間要聞：北約在霍爾木茲海峽的動態，Burry 增加科技和零售領域的投資，以及其他重要信息"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/286943583.md"
description: "美國股市面臨壓力，科技股在英偉達財報發佈前下跌。基金經理將股票配置增加至創紀錄高位，同時現金水平顯著下降。英特爾和高通有意收購人工智能芯片初創公司 Tenstorrent。對沖基金經理 Leopold Aschenbrenner 對英偉達進行了看空押注。投資者 Michael Burry 增加了在 MercadoLibre、Adobe、PayPal 和 Lululemon 的持倉。北約正在考慮進行軍事行動，以協助霍爾木茲海峽的商業航運，如果該海峽仍然被封鎖的話"
datetime: "2026-05-19T16:15:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286943583.md)
  - [en](https://longbridge.com/en/news/286943583.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286943583.md)
---

# 午間要聞：北約在霍爾木茲海峽的動態，Burry 增加科技和零售領域的投資，以及其他重要信息

U.S. equities stumbled on Tuesday, as tech stocks remained under selling pressure, ahead of Nvidia (NVDA) earnings slated to come on Wednesday. Now, here are 5 news stories that broke in the morning to watch out for: Money managers pile into stocks: Fund managers are surging into equities while slashing cash levels amid the recent rally, according ...

### 相關股票

- [MELI.US](https://longbridge.com/zh-HK/quote/MELI.US.md)
- [LULU.US](https://longbridge.com/zh-HK/quote/LULU.US.md)
- [PYPL.US](https://longbridge.com/zh-HK/quote/PYPL.US.md)
- [NVDA.US](https://longbridge.com/zh-HK/quote/NVDA.US.md)
- [SMH.US](https://longbridge.com/zh-HK/quote/SMH.US.md)
- [IGV.US](https://longbridge.com/zh-HK/quote/IGV.US.md)
- [PYPG.US](https://longbridge.com/zh-HK/quote/PYPG.US.md)
- [XSW.US](https://longbridge.com/zh-HK/quote/XSW.US.md)
- [SOXL.US](https://longbridge.com/zh-HK/quote/SOXL.US.md)
- [XRT.US](https://longbridge.com/zh-HK/quote/XRT.US.md)
- [NVDD.US](https://longbridge.com/zh-HK/quote/NVDD.US.md)
- [NVDX.US](https://longbridge.com/zh-HK/quote/NVDX.US.md)
- [NVDS.US](https://longbridge.com/zh-HK/quote/NVDS.US.md)
- [XSD.US](https://longbridge.com/zh-HK/quote/XSD.US.md)
- [LULG.US](https://longbridge.com/zh-HK/quote/LULG.US.md)
- [NVDQ.US](https://longbridge.com/zh-HK/quote/NVDQ.US.md)
- [SOXX.US](https://longbridge.com/zh-HK/quote/SOXX.US.md)
- [KMLI.US](https://longbridge.com/zh-HK/quote/KMLI.US.md)
- [RTH.US](https://longbridge.com/zh-HK/quote/RTH.US.md)
- [IXN.US](https://longbridge.com/zh-HK/quote/IXN.US.md)
- [NVD.DE](https://longbridge.com/zh-HK/quote/NVD.DE.md)

## 相關資訊與研究

- [Lululemon 今年慘摔四成  代理權之爭愈演愈烈](https://longbridge.com/zh-HK/news/286874817.md)
- [華爾街期貨在科技股拋售後趨穩，市場靜待英偉達業績](https://longbridge.com/zh-HK/news/286844978.md)
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- [輝達引領科技股上漲，但市場需警惕記憶體價格下跌及外部挑戰](https://longbridge.com/zh-HK/news/286854849.md)
- [美國銀行恢復覆蓋 Salesforce，給予「跑輸大市」評級，指 AI 浪潮帶來結構性衝擊](https://longbridge.com/zh-HK/news/286773609.md)