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.
英偉達公司（NASDAQ：NVDA）一直是投資經理們爭議的焦點，正如特里·史密斯最近在避免投資這家科技巨頭時所強調的那樣。
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.
根據《英國金融時報》的報道，史密斯的全球基金Fundsmith Equity在上半年的基準表現之後落後於半導體制造商股票的上漲。
Also Read: Analysts Boost Nvidia and AMD as AI Market Continues to Expand
此外，隨着人工智能市場的不斷擴張，分析師們提高了Nvidia和AMD的評級。
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).
320億美元（250億英鎊）的Fundsmith Equity組合，以成長股爲重點，持有蘋果公司（NASDAQ：AAPL），Meta Platforms公司（NASDAQ：META）和微軟公司（NASDAQ：MSFT）等美國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，史密斯沒有投資Nvidia，理由是Nvidia未來前景不可預知。
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.
上個月，英偉達公司曾一度估值超過3萬億美元，與微軟、亞馬遜公司（NASDAQ：AMZN）、Meta和蘋果等其他科技巨頭共同推動了標普500指數上半年的上漲，佔據了14%的漲幅。
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月底的六個月裏，Fundsmith Equity的回報率爲9.3%，落後於以英鎊計算的MSCI World Index的12.7%回報率。
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.
標普500指數在同一時期內看漲17%，其中英偉達公司表現突出，佔到了漲幅的四分之一。
Price Actions: NVDA shares traded higher by 1.64% at $130.29 at the last check on Tuesday.
週二最後一次查詢時，NVDA股價上漲1.64%，報收於130.29美元。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免責聲明：本內容部分使用人工智能工具生成，並經Benzinga編輯審核發佈。
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