華爾街也畏高！索羅斯清倉英偉達，Druckenmiller減持
儘管英偉達的股價仍在高位，但已經有資金因為畏高選擇獲利了結。
今年以來，英偉達累計升超234%，為標準普爾500指數中表現最好的公司。近幾個交易日更是經歷十連升，最新報488.88美元/股，總市值1.21萬億美元。
仍為Druckenmiller最大持倉股
近期，華爾街大佬們三季度的持倉動向陸續曝光。
此前狠批耶倫的Druckenmiller旗下Duquesne Family Office三季度季度減持了英偉達的股份，這是其今年首次披露對英偉達的持股減少。
具體來看，Druckenmiller三季度出售了約75000股英偉達，根據該時期的股價計算，價值高達3720萬美元。
Druckenmiller是在去年四季度開始加倉英偉達，今年一季度、二季度分別加倉20.86萬股、15.86萬股。
此外，Druckenmiller還出售了Option Care Health一半以上的股份、減持禮來8.23萬股，同時增持了谷歌83.84萬股、微軟18.83萬股。
儘管如此，截至三季度末，按持倉市值計算，英偉達仍是Duquesne Family Office中最大的持股公司，持股金額達3.805億美元。此外，韓國電子商務巨頭Coupang也是其主要投資對象。
Druckenmiller非常看好人工智能，他曾表示：“人工智能可以像互聯網一樣具有創新性。如果我在人工智能方面的判斷正確，我可以再持有英偉達兩到三年，甚至更長時間。”
索羅斯清倉
與此同時，索羅斯的家族辦公室Soros Fund Management和另一個多家族辦公室Stonehage Fleming的一個部門也在三季度拋售了英偉達。
三季度，索羅斯清倉了英偉達，出售了價值高達490萬美元的股票。 此前二季度，索羅斯才新建倉英偉達。
同時，索羅斯還減持了電動汽車製造商Rivian，分別增持英國生物技術公司Abcam Plc價值和丹麥製藥巨頭諾和諾德超過1億美元。
不過，也有一些華爾街基金繼續買入英偉達，億萬富翁David Tepper的家族辦公室三季度加倉了英偉達，加大對人工智能的押注。
整體而言，根據WhaleWisdom網站的信息，華爾街還是在拋售英偉達，同時，對英偉達的看升期權有所下降，看跌期權上升。
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