在2025年第二季度,Point72退出SoundHound AI,在转向顶级AI和半导体领导者的过程中,Nvidia的股份增加了. Point72 exited SoundHound AI in Q2 2025, boosting Nvidia stakes amid shift to top AI and semiconductor leaders.

在2025年第二季度,Steven Cohen的Point72资产管理公司完全退出了SoundHound AI的股权,这是一家面临激烈竞争和波动的较小的人工智能公司,同时增加了Nvidia的持有207%. In Q2 2025, Steven Cohen’s Point72 Asset Management fully exited its stake in SoundHound AI, a smaller AI company facing intense competition and volatility, while increasing its Nvidia holdings by 207%. 这一转变突出表明了向金融、技术领导和在不断增长的AI部门,特别是在半导体基础设施中占据支配地位的公司的战略转变。 The shift highlights a strategic move toward companies with stronger financials, technological leadership, and dominant positions in the growing AI sector, particularly in semiconductor infrastructure.