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实时 22:14:28
中文(ZH) 高瓴增持英伟达、英特尔、台积电、Lumentum

Hillhouse Capital boosts Nvidia, Intel, TSMC stakes; Chinese tech stocks dip

Hillhouse Capital has increased its holdings in several key technology companies, including Nvidia, Intel, and TSMC, according to its first-quarter 13F filing. The investment firm also initiated new positions in companies like Dingdong Maicai and Marvell Technology. Meanwhile, major Chinese tech stocks experienced a pre-market downturn, with significant drops observed in Alibaba, Baidu, and Bilibili. AI

影响 Investment shifts in key semiconductor and AI hardware companies signal market confidence and potential future demand.

排序理由 Investment firm's significant portfolio adjustments and market movements in major tech stocks. [lever_c_demoted from significant: ic=1 ai=0.7]

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报道来源 [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Hillhouse increases holdings in NVIDIA, Intel, TSMC, Lumentum

    13F报告显示,高瓴一季度建仓叮咚买菜、迈威尔科技,增持唯品会、英特尔、康宁公司、英伟达、高意公司Coherent、台积电、Lumentum等。(财联社)