Avoiding Nvidia Causes Fundsmith Equity To Lag Behind Benchmark In First Half
Avoiding Nvidia Causes Fundsmith Equity To Lag Behind Benchmark In First Half
Nvidia Corp (NASDAQ:NVDA) has been the subject of significant debate among investment managers, as highlighted by Terry Smith's recent comments on his decision to avoid the tech giant.
英伟达公司（NASDAQ：NVDA）一直是投资经理们争议的焦点，正如特里·史密斯最近在避免投资这家科技巨头时所强调的那样。
Smith's global fund, Fundsmith Equity, lagged behind its benchmark in the first half of the year, missing out on the semiconductor manufacturer's stock surge, the Financial Times reports.
根据《英国金融时报》的报道，史密斯的全球基金Fundsmith Equity在上半年的基准表现之后落后于半导体制造商股票的上涨。
Also Read: Analysts Boost Nvidia and AMD as AI Market Continues to Expand
此外，随着人工智能市场的不断扩张，分析师们提高了Nvidia和AMD的评级。
The $32 billion (25 billion Sterling Pounds) Fundsmith Equity portfolio, which prioritizes growth stocks, holds stakes in major US tech companies like Apple Inc (NASDAQ:AAPL), Meta Platforms, Inc (NASDAQ:META), and Microsoft Corp (NASDAQ:MSFT).
320亿美元（250亿英镑）的Fundsmith Equity组合，以成长股为重点，持有苹果公司（NASDAQ：AAPL），Meta Platforms公司（NASDAQ：META）和微软公司（NASDAQ：MSFT）等美国大型科技公司的股份。
However, Smith opted out of investing in Nvidia, citing unpredictability in its future outlook.
然而，史密斯没有投资Nvidia，理由是Nvidia未来前景不可预知。
Nvidia, briefly valued at over $3 trillion last month, alongside other tech giants like Microsoft, Amazon.Com Inc (NASDAQ:AMZN), Meta, and Apple, made up nearly 60% of the S&P 500's 14% rise in the first half of the year.
上个月，英伟达公司曾一度估值超过3万亿美元，与微软、亚马逊公司（NASDAQ：AMZN）、Meta和苹果等其他科技巨头共同推动了标普500指数上半年的上涨，占据了14%的涨幅。
In the six months ending June, Fundsmith Equity returned 9.3%, trailing the MSCI World Index's 12.7% return in sterling terms.
截至6月底的六个月里，Fundsmith Equity的回报率为9.3%，落后于以英镑计算的MSCI World Index的12.7%回报率。
The S&P 500 index saw a 17% return over the same period, driven significantly by Nvidia's performance, which accounted for a quarter of the gain.
标普500指数在同一时期内看涨17%，其中英伟达公司表现突出，占到了涨幅的四分之一。
Price Actions: NVDA shares traded higher by 1.64% at $130.29 at the last check on Tuesday.
周二最后一次查询时，NVDA股价上涨1.64%，报收于130.29美元。
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