David Tepper将投资从Nvidia转到Vistra, Billionaire David Tepper shifted investment from Nvidia to Vistra, an electric utility seeing growth potential in AI.

第三季度,亿万富翁David Tepper出售了一些Nvidia股票,并购买了Vistra,一家电力公用事业公司。 Billionaire David Tepper sold some Nvidia stock and bought Vistra, an electric utility company, in the third quarter. 尽管Nvidia的收入增长了94%,Vistra的增长率为53%,但Tepper将Nvidia的股份减少了9%,并将其投资组合的2.2%投资于Vistra. Despite Nvidia's 94% revenue increase and Vistra's 53% growth, Tepper reduced his Nvidia stake by 9% and invested 2.2% of his portfolio in Vistra. 分析师建议购买Nvidia, 而JPMorgan在2025年首选的Vistra可能会从与AI增长相关的数据中心电力需求增加中受益. Analysts suggest buying Nvidia on dips, while Vistra, a top pick for 2025 by JPMorgan, could benefit from increased data center electricity demand tied to AI growth.