[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio1c790a2c":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio1c790a2c","英伟达(NVDA)首度披露SpaceX(SPCX)持仓！持股市值近210亿美元，持仓英特尔(INTC)达300亿美元","\u002Fdoc\u002Fdcio1c790a2c","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，英伟达(NVDA)于8月14日向美国证券交易委员会(SEC)提交的13F监管文件显示，截至6月30日，该公司持有埃隆·马斯克旗下太空探索公司SpaceX(SPCX)约1.228亿股股份，持仓市值接近210亿美元;同时持有英特尔(INTC)约2.148亿股，市值约300亿美元。两项合计超510亿美元，占英伟达总资产(约2068亿美元)约25%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>统计数据显示，英伟达第二季度持仓总市值达634亿美元，上一季度总市值为184亿美元。该机构在第二季度的持仓组合中新增了1只个股，总计持仓8支股票。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>二季度，英伟达新增了1.228亿股SpaceX，持仓占比为30.94%，增持了Nebius Group NV(NBIS)2106.59万股，持仓占比6.91%。此外，截至6月30日，英伟达还持有Coherent Corp.(COHR)、Generate Biomedicines Inc.(GENB)、、诺基亚(NOK)及新思科技(SNPS)等多家公司的股份。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>按FactSet数据，英伟达目前为SpaceX第六大股东。马斯克本人仍以约8500亿美元的持仓稳居首位，Alphabet以约780亿美元位列第二。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>不过，SpaceX自6月12日以每股135美元挂牌上市以来股价波动剧烈，上市第三天一度冲高至225美元，随后逐步探底，8月初更跌至104美元新低。截至8月14日，SpaceX收报140美元，较6月底的170.86美元下跌约18%。受此影响，英伟达该持仓当前市值已缩水至约172亿美元，账面减少近40亿美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>此次披露是英伟达自投资马斯克的人工智能初创企业xAI以来，首次对外公开其SpaceX持仓的具体价值。今年早些时候，xAI已并入SpaceX，并为后者此前史无前例的首次公开上市铺平了道路。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>据了解，英伟达于2025年通过一项特殊目的载体(SPV)向xAI投入了至多20亿美元资金，该载体以股权加债权方式设计，专门用于为xAI的大型算力项目采购其处理器。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>英伟达持有的英特尔股份价值较三个月前大幅飙升。根据此前监管文件，截至3月底该持仓市值仅约95亿美元。这笔投资可追溯至去年，当时英伟达同意向英特尔投资50亿美元，并宣布双方将联合开发面向个人电脑和数据中心的芯片，此举在当时被视为出人意料的战略举措，旨在扶持这家深陷困境的老牌竞争对手。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]