文藝複興時期的技術

2023年8月15日

元,微軟和蘋果都是基金的首選。2023年8月15日,對衝基金買入一些最大的技術名稱在第二季度捕捉行業的鐵板集會和炒作人工智能,根據最新的季度報告投資管理公司向美國證券交易委員會(sec)。機構投資者增加了570萬元的股票平台inc .) 67億美元,增加市場價值最大的一個3個月到6月的股票。他們還在微軟(Microsoft corp .)和蘋果(aapl . o:行情)提振。,據彭博社從13 f文件的分析數據。Nvidia corp .)和高級微設備公司,焦點的AI的進步,都是受歡迎的公司中,對衝基金和投資者湧入。樂觀,美國聯邦儲備理事會(美聯儲,fed)即將結束的緊縮行動幫助以科技股為主的納斯達克100指數飆升39%,今年迄今為止,消除其去年下滑33%。說,英特爾公司(Intel corp .)是一個局外人,最大的減少總出售的4100萬股的位置。一些投資者擔心,芯片製造商可能留下作為人工智能的科技需求的產品是不合適的。同時,機構投資者減少投資的價值在阿裏巴巴集團(Alibaba Group Holding Ltd .)其中,拋棄了邁克爾·巴裏的接穗資產管理股份在中國的科技巨頭後幾個月翻倍的股票。彭博目前分析13 f文件到878年對衝基金。 Their combined holdings amounted to $1.058 trillion, compared with $974.74 billion held by the same funds three months earlier. Technology accounted for the biggest weighting in the investor group’s portfolios, at 28%, followed by healthcare at 16%. The value of investments in energy fell by the most for any industry. The biggest increase was for technology. Renaissance Technologies LLC sold 1.45 million shares in UnitedHealth Group, the biggest reduction by the investor group; Winslow Capital Management LLC sold 1.02 million shares Arrowstreet Capital LP sold 21.4 million shares in Intel, the biggest reduction by the investor group; Two Sigma Advisers LP sold 10.51 million shares Arrowstreet Capital LP added 3.71 million shares in Meta Platforms Class A, the largest increase; Renaissance Technologies LLC added 2.62 million shares Oaktree Capital Management LP added 40.49 million shares in Garrett Motion, the largest increase; Cyrus Capital Partners LP added 24.67 million shares Microsoft was cut or reduced by 165 investors, the biggest such number; Amazon.com was increased or initiated by 172 investors, the biggest tally Microsoft was the most valuable overall holding at $33.02 billion Companies that were involved in M&A deals, spin-offs, IPOs and SPAC plays during the quarter were excluded from the story. The data are preliminary and may be impacted by amended 13F filings. Market value changes are adjusted for corporate actions such as normal cash dividends. This story was produced with the assistance of Bloomberg Automation.