--- 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) - [輝達一家拯救全村 台股一度大漲逾 1300 點 並點火「含發量」的 ETF](https://longbridge.com/zh-HK/news/287145880.md) - [Anthropic 有望首次實現單季盈利 收入大幅成長](https://longbridge.com/zh-HK/news/287129663.md) - [Target 上季業績勝預期 同店銷售結束之前跌勢](https://longbridge.com/zh-HK/news/287085516.md) - [AI 晶片丨黃仁勳:輝達基本將中國市場讓給華為](https://longbridge.com/zh-HK/news/287151485.md)