[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio590e6fb7":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},"dcio590e6fb7","老虎环球Q2减仓科技巨头押注“新贵”：建仓Cerebras(CBRS)AMD(AMD)SpaceX(SPCX)增持英特尔(INTC)清仓奈飞(NFLX)","\u002Fdoc\u002Fdcio590e6fb7","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，根据美国证券交易委员会(SEC)披露，老虎环球基金(TIGER GLOBAL)递交了截至2026年6月30日的第二季度持仓报告(13F)。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>统计数据显示，老虎环球第二季度持仓总市值达240亿美元，上一季度总市值为228亿美元。该机构在第二季度的持仓组合中新增了9只个股，增持了6只个股;同时，减持20只个股，清仓17只个股。其中，老虎环球的前十大持仓标的占总市值的67.06%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>在前五大重仓股中，台积电(TSM)位列第一，持仓约488.10万股，持仓市值约为23.31亿美元，占投资组合比例为9.72%，持仓数量较上季度减少12.29%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>亚马逊(AMZN)位列第二，持仓约968.35万股，持仓市值约为23.08亿美元，占投资组合比例为9.62%，持仓数量较上季度减少3.16%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>英伟达(NVDA)位列第三，持仓约1119.88万股，持仓市值约为22.41亿美元，占投资组合比例为9.34%，持仓数量较上季度减少6.77%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>谷歌(GOOGL)位列第四，持仓约580.57万股，持仓市值约为20.75亿美元，占投资组合比例为8.65%，持仓数量较上季度大砍45.39%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Meta(META)位列第五，持仓约282.32万股，持仓市值约为15.90亿美元，占投资组合比例为6.63%，持仓数量较上季度减少8.54%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>在对多家大型科技巨头减持的同时，老虎环球Q2建仓了Cerebras Systems(CBRS)、AMD(AMD)、希捷科技(STX)、Visa(V)、SpaceX(SPCX)等个股，大举买入299.9万股Cerebras，持仓占比2.76%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>与此同时，该机构二季度增持261.40万股英特尔(INTC)股票，持仓占比为2.48%，增持2.88万股Reddit(RDDT)，持仓占比为1.83%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>此外，该机构清仓了奈飞(NFLX)、Lumentum(LITE)、Applovin(APP)、Klarna(KLAR)。除大砍谷歌持仓外，老虎环球该季度还大举减持博通(AVGO)183.07万股，持仓占比下降51.07%，减持Spotify(SPOT)40.93万股，持仓占比下降25.89%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>从持仓比例变化来看，前五大买入标的分别是Cerebras Systems、英特尔、AMD、希捷科技、Visa。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>前五大卖出标的包括谷歌、博通、Applovin、Zillow(Z)、Spotify。\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> 每天处理千万级股票数据：捕捉期权大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准交易信号第一时间发到您手机APP！\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FA\u002FAMD\u002FAMD.jpg","2026-08-17T16:35:31","2026.08.17","2026\u002F08\u002F17",59720,[22],"AMD","Article",0,"免费","success",{"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":28,"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},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca 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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"]