美国资管巨头GQG二季度增持英伟达苹果等大厂

Core Viewpoint - GQG Partners significantly increased its investment in Nvidia during Q2 2023, reflecting confidence in the company's growth potential driven by generative AI technology [1] Investment Details - GQG Partners invested a total of $5.9 billion in Nvidia by the end of June 2023 [1] - The firm holds 13.9 million shares of Nvidia, an increase of 5.7 million shares from the end of Q1 2023 [1] Market Performance - Nvidia's stock price has surged approximately 180% this year, leading to a market capitalization exceeding $1 trillion, making it the first chip manufacturer to reach this valuation [1] Other Investments - GQG Partners also increased its stake in Amazon by about $2 billion and expanded investments in Alphabet, Apple, and Microsoft [1] Company Overview - GQG Partners is based in Florida and manages $108 billion in assets [1]