英伟达又遭清仓！

Core Viewpoint - The article discusses significant changes in institutional investment in NVIDIA, highlighting both large sell-offs and continued bullish positions from various investment firms [2][4][6]. Group 1: Major Sell-offs - Billionaire Peter Thiel sold all his shares in NVIDIA, cashing out nearly $100 million by disposing of approximately 537,742 shares, which accounted for nearly 40% of his investment portfolio [2][4]. - SoftBank completely exited its NVIDIA position in the third quarter, realizing $5.83 billion from the sale [4]. - Bridgewater Associates significantly reduced its NVIDIA holdings by 65.3%, decreasing from 7.23 million shares to 2.51 million shares by the end of the third quarter [4]. Group 2: Bearish Positions - Investor Michael Burry, known for predicting the 2008 financial crisis, disclosed substantial short positions in NVIDIA, including 1 million shares of put options valued at $186 million [5]. Group 3: Continued Bullish Sentiment - Invesco, a global asset management giant, increased its NVIDIA holdings by 3.30% in the third quarter, holding approximately 143 million shares valued at about $26.64 billion, representing 4.20% of its portfolio [6]. - BlackRock also raised its NVIDIA stake, holding around 1.93 billion shares worth approximately $359.96 billion, which is 6.30% of its portfolio, an increase of 1.02% from the previous quarter [6]. Group 4: Market Context - The article notes that the data from institutional filings is limited to the end of the third quarter, and NVIDIA's stock price has seen adjustments since late October, leaving the current positions of these institutions uncertain [7].