好了,各位。现在我们要讲到英伟达投资组合中绝对最大的持仓。过去一年里,这一直是无数争论和猜测的中心。那就是英特尔,股票代码INTC,英伟达持有其价值高达300亿美元的股票,使其成为唯一一个价值接近其整个投资组合一半的持仓。
All right, guys. That leaves us now though with the final absolute largest holding in Nvidia's portfolio. And it's one that has been uh really at the center of endless debate and speculation over the past year. And that is Intel, ticker symbol INTC, which Nvidia owns an incredible $30 billion worth of the stock, making it the only position that is, you know, worth close to like half of their entire portfolio.
这有点疯狂,因为大多数人通常认为英特尔更像是英伟达的遗留竞争对手,而不是他们会合作的对象。但没错,这正是两家公司在2026年所做的,仔细想想其实并不难理解。
Which is kind of crazy, you know, since most people would often think of Intel as more of like a legacy rival to Nvidia than someone that, you know, they'd be teaming up with. But yeah, that's exactly what the two companies have done now in 2026, which is actually not that hard to grasp when you really think about it.