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纳斯达克的顾少棠
02-18

～

段永平试水“AI交易”：卖苹果加仓英伟达，“新入”CoreWeave、Credo和Tempus

段永平Q4共增持了六只股票，其中增持幅度最大的是英伟达，增持幅度第二大的股票是伯克希尔哈撒韦；同时，段永平也减持了五只股票，减持幅度最大的是苹果。

段永平试水“AI交易”：卖苹果加仓英伟达，“新入”CoreWeave、Credo和Tempus

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09:58","market":"nz","language":"zh","title":"段永平试水“AI交易”：卖苹果加仓英伟达，“新入”CoreWeave、Credo和Tempus","url":"https://stock-news.laohu8.com/highlight/detail?id=2612049231","media":"华尔街见闻","summary":"段永平Q4共增持了六只股票，其中增持幅度最大的是英伟达，增持幅度第二大的股票是伯克希尔哈撒韦；同时，段永平也减持了五只股票，减持幅度最大的是苹果。","content":"<html><head></head><body><blockquote><p>CoreWeave专门搭建高性能GPU集群，把算力租给AI公司和企业客户；如果说GPU是心脏，Credo提供的高速互联芯片和光模块就是血管，跟AI服务器迭代高度绑定；Tempus则致力于将AI应用于精准医疗，尤其是肿瘤领域。</p></blockquote><p style=\"text-align: justify;\"><strong>在大幅减持第一大重仓股苹果的同时，知名投资人段永平在Q4将英伟达仓位狂拉逾11倍，并轻仓“试水”三家极具代表性的AI垂直领域公司。</strong></p><p style=\"text-align: justify;\"><strong>数据显示，段永平Q4共增持了六只股票，其中增持幅度最大的是英伟达，增持幅度第二大的股票是伯克希尔哈撒韦；同时，段永平也减持了五只股票，减持幅度最大的是苹果。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/392545a009bcf09f2c078f8e9d1b3126\" tg-width=\"1024\" tg-height=\"438\"/></p><p style=\"text-align: justify;\">这位曾以重仓网易、茅台、苹果著称的价值投资大佬，正在用真金白银完成对人工智能时代的深度建仓。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4bcdb4f5cee5eaa6c20ba310989a7845\" tg-width=\"1024\" tg-height=\"318\"/></p><h2 id=\"id_790947635\">“狂加”英伟达、“新入”CoreWeave、Credo和Tempus</h2><p style=\"text-align: justify;\"><strong>文件显示，段永平在Q4一口气增持了663.93万股英伟达，持仓数量激增1110.62%</strong>，总持股数达到723.71万股，持仓市值跃升至13.5亿美元，将英伟达直接推升至其组合的第三大重仓股（占比7.72%）。</p><p style=\"text-align: justify;\">在重注“卖水人”英伟达之外，段永平还开仓了三家“新面孔”。虽然合计仓位占比仅约0.28%，但选股逻辑极为老辣，精准覆盖了AI产业链的算力、连接与应用三个关键节点：</p><ul style=\"\"><li><p style=\"text-align: justify;\"><strong>CoreWeave：算力租赁的“包租公”</strong><br/>新进29.99万股。在所有巨头都在争抢GPU的当下，CoreWeave专门搭建高性能GPU集群，把算力租给AI公司和企业客户。这是一家典型的“卖铲子”公司，虽然面临重资产、高折旧的财务压力，但在算力紧缺周期内拥有极强的议价权。</p></li><li><p style=\"text-align: justify;\"><strong>Credo Technology ：数据中心的“高速公路”</strong><br/>新进14.13万股。如果说GPU是心脏，Credo提供的高速互联芯片和光模块就是血管。AI服务器集群对数据传输速度要求极高，段永平此举意在押注数据中心升级带来的确定性增量，这是一种与AI服务器迭代高度绑定的“伴生性投资”。</p></li><li><p style=\"text-align: justify;\"><strong>Tempus AI：AI医疗的“落地实验”</strong><br/>新进11万股。不同于前两者的硬件属性，Tempus致力于将AI应用于精准医疗，尤其是肿瘤领域。这是段永平在AI垂直应用层的尝试。不过，医疗行业监管严、周期长，虽然这代表了AI从“算力”向“生产力”转化的终极方向，但盈利能力仍在验证阶段，更像是一场耐力赛。</p></li></ul><h2 id=\"id_1651169234\">减持苹果，增持伯克希尔</h2><p style=\"text-align: justify;\">在进攻AI的同时，段永平也对传统的“压舱石”进行了显著的再平衡。</p><p style=\"text-align: justify;\">Q4，苹果依然是其头号重仓股，持仓市值高达87.97亿美元，占比50.3%。<strong>然而，Q4期间他减持了247.06万股苹果，减持幅度达7.09%。</strong>这一动作可能源于对单一标的持仓过重的风险控制，也可能是为了腾挪资金加码AI。</p><p style=\"text-align: justify;\">与此同时，作为防御性资产的<strong>伯克希尔B </strong>获得了大幅增持。段永平买入近198.5万股，增持幅度达38.24%，使其稳居第二大重仓股（占比20.63%）。这种“左手科技成长，右手价值防御”的结构，依然是其投资组合的基石。</p><p style=\"text-align: justify;\">此外，段永平还增持了<strong>谷歌、拼多多</strong>，并大幅减持了光刻机巨头<strong>阿斯麦</strong>（减持幅度87.63%），显示出他对不同科技巨头未来增长潜力的判断出现了分化。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=https://wallstreetcn.com/articles/3765830><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CoreWeave专门搭建高性能GPU集群，把算力租给AI公司和企业客户；如果说GPU是心脏，Credo提供的高速互联芯片和光模块就是血管，跟AI服务器迭代高度绑定；Tempus则致力于将AI应用于精准医疗，尤其是肿瘤领域。在大幅减持第一大重仓股苹果的同时，知名投资人段永平在Q4将英伟达仓位狂拉逾11倍，并轻仓“试水”三家极具代表性的AI垂直领域公司。数据显示，段永平Q4共增持了六只股票，其中增持...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3765830\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6f8fa40fbf2bafa712e6587729f3ea91","relate_stocks":{"LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","BK4585":"ETF&股票定投概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       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：数据中心的“高速公路”新进14.13万股。如果说GPU是心脏，Credo提供的高速互联芯片和光模块就是血管。AI服务器集群对数据传输速度要求极高，段永平此举意在押注数据中心升级带来的确定性增量，这是一种与AI服务器迭代高度绑定的“伴生性投资”。Tempus AI：AI医疗的“落地实验”新进11万股。不同于前两者的硬件属性，Tempus致力于将AI应用于精准医疗，尤其是肿瘤领域。这是段永平在AI垂直应用层的尝试。不过，医疗行业监管严、周期长，虽然这代表了AI从“算力”向“生产力”转化的终极方向，但盈利能力仍在验证阶段，更像是一场耐力赛。减持苹果，增持伯克希尔在进攻AI的同时，段永平也对传统的“压舱石”进行了显著的再平衡。Q4，苹果依然是其头号重仓股，持仓市值高达87.97亿美元，占比50.3%。然而，Q4期间他减持了247.06万股苹果，减持幅度达7.09%。这一动作可能源于对单一标的持仓过重的风险控制，也可能是为了腾挪资金加码AI。与此同时，作为防御性资产的伯克希尔B 获得了大幅增持。段永平买入近198.5万股，增持幅度达38.24%，使其稳居第二大重仓股（占比20.63%）。这种“左手科技成长，右手价值防御”的结构，依然是其投资组合的基石。此外，段永平还增持了谷歌、拼多多，并大幅减持了光刻机巨头阿斯麦（减持幅度87.63%），显示出他对不同科技巨头未来增长潜力的判断出现了分化。","news_type":1,"symbols_score_info":{"NVDG":0.6,"SNVD.UK":0.6,"NVDQ":0.6,"AAPY":0.6,"NVDU":0.6,"NVDX":0.6,"CORD":0.6,"AAPW":0.6,"NVII":0.6,"NVIW.SI":0.6,"CRWU":0.6,"NVDS":0.6,"NVD2.UK":0.6,"AAPD":0.6,"2NVD.UK":0.6,"AAPL":1.91,"AAPX":0.6,"CRWD":1.87,"AAPU":0.6,"NVDY":0.6,"MACW.SI":0.6,"DIPS":0.6,"NVDS.UK":0.6,"AAPB":0.6,"APLY":0.6,"NVDW":0.6,"NVD":0.6,"CWVX":0.6,"CRWG":0.6,"NVD3.UK":0.6,"3NVD.UK":0.6,"NVDD":0.6,"NVDA":1.95}},"isVote":1,"tweetType":1,"viewCount":123,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}