Dan Loeb连续第四季推高英伟达股价，在AI支出和广告收入担忧下卖出了所有Meta股票。 Dan Loeb boosted Nvidia shares for fourth straight quarter, sold all Meta shares amid AI spending and ad revenue concerns.

在12月的季度,亿亿富翁Dan Loeb将Nvidia的股份增加了10万股,标志着第四季度连续购买,其驱动力是对该公司AI芯片支配地位和软件生态系统的信心。 Billionaire Dan Loeb increased his Nvidia stake by 100,000 shares in the December quarter, marking the fourth straight quarter of buying, driven by confidence in the company’s AI chip dominance and software ecosystem. 他同时出售了Meta平台的全部220,000股股份,结束了先前的连购记录,原因可能是AI支出增加、收入期限不确定或经济关切。 He simultaneously sold his entire 220,000-share stake in Meta Platforms, ending a prior buying streak, possibly due to rising AI spending, uncertain ad revenue timelines, or economic concerns. 这些动作在一份13F的档案中暴露出来,凸显了Loeb对高增长、竞争优势驱动的公司的关注,而尽管其他公司表现强劲,却在缩小其地位的同时,却将注意力集中在高增长、竞争优势驱动的公司上。 The moves, revealed in a 13F filing, highlight Loeb’s focus on high-growth, competitive advantage-driven firms while trimming positions in others despite strong performance.