Huan Qiu Wang Zi Xun·2025-11-18 04:20Group 1 - Peter Thiel's fund has significantly adjusted its holdings by reducing Tesla shares by 76% and completely selling its Nvidia stake, while buying into Apple and Microsoft stocks [1][4] - The fund sold 207,613 shares of Tesla, decreasing its holdings from 272,600 shares to 65,000 shares, and cleared over 537,000 shares of Nvidia [4] - Thiel's relationship with Tesla CEO Elon Musk is noted, as the reduction in holdings coincides with Musk urging shareholders to "hold on to their stocks" [4] Group 2 - The asset adjustment by Thiel's fund may stem from overall market concerns rather than a specific focus on Tesla, highlighting the high risk associated with Tesla, which currently has a price-to-earnings ratio of 275 [4] - There is a notable decline in fourth-quarter profit expectations for Tesla, alongside significant stock price volatility [4] - The shift from high-growth momentum stocks to traditional tech stocks reflects institutional caution regarding market corrections [4]