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Nvidia’s rally forces money managers to play catch-up
英伟达涨势迫使基金经理入场追赶

Funds lightened exposure to chipmaker before bullish AI sales forecast made it a $1tn company
在英伟达发布强劲业绩之前,许多基金曾减持这家芯片制造商的股票,但现在它变成了“必须拥有的股票”。
Underweight positions in tech stocks have led some fund managers to underperform this year

Big money managers missed out on the rally in Nvidia and spent the past two weeks catching up, racing to amass shares of the US company that has become a go-to bet on artificial intelligence.

大型基金经理错过了英伟达(Nvidia)的上涨行情,过去两周一直在追赶,竞相买入这家美国公司的股票。英伟达已成为押注人工智能的首选。

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