桥水Q4增持英伟达和黄金股，减持谷歌、微软

Group 1 - The core viewpoint of the article is that Bridgewater, the world's largest hedge fund, has disclosed its U.S. stock holdings report as of the end of 2025, indicating significant changes in its investment strategy [1] Group 2 - In Q4 2025, Bridgewater increased its holdings in technology stocks such as Micron Technology, Oracle, NVIDIA, and Amazon [1] - The fund also increased its investment in gold stocks, specifically Newman Mining [1] - Conversely, Bridgewater reduced its positions in stocks like Google and Microsoft [1]