肯·格里芬出售了在人工智慧股票博通（納斯達克股票代碼：AVGO）的一半股份，並購買了這隻股票分割股票

肯·格里芬 (Ken Griffin) 一直直言不諱地談論生成式人工智慧的潛力。 「人工智慧的這個分支將改變經濟的遊戲規則，」他說

Ken Griffin, the billionaire investor behind Citadel, made some noteworthy adjustments to his portfolio in the third quarter of 2023. Among his key moves were reducing his stake in AI stock Broadcom (NASDAQ: AVGO) and increasing his holdings in another AI stock-split stock. Let's take a closer look at these transactions and what they might mean for investors.

Citadel 背後的億萬富翁投資者Ken Griffin 在2023 年第三季度對其投資組合做出了一些值得注意的調整。的持股，並增加在另一項AI 股票分割的持股庫存。讓我們仔細看看這些交易以及它們對投資者可能意味著什麼。

Griffin sells Broadcom stakeBroadcom is undeniably one of the gatekeepers in the AI ecosystem. The company provides a vast array of products that are utilized in the cable, mobile, broadband, and data center industries. According to Broadcom, "99% of all internet traffic crosses through some type of Broadcom technology," rendering it a pivotal provider of the tech required to facilitate AI.

格里芬出售博通股份博通無疑是人工智慧生態系統的看門人之一。該公司提供廣泛的產品用於有線、行動、寬頻和資料中心產業。據博通稱，“99% 的互聯網流量都通過某種類型的博通技術”，使其成為促進人工智慧所需技術的關鍵提供者。

In its fiscal third quarter, which ended Aug. 4, Broadcom's revenue surged by 47% year over year to reach $13.1 billion, while its adjusted earnings per share (EPS) increased by 18% to hit $1.24. Furthermore, management anticipates continuing its growth streak and has raised its full-year revenue projection to $51.5 billion, which would equate to an impressive growth of 44%.

在截至 8 月 4 日的第三財季，博通的營收年增 47%，達到 131 億美元，調整後每股盈餘 (EPS) 成長 18%，達到 1.24 美元。此外，管理層預計將繼續保持成長勢頭，並將全年收入預測提高至 515 億美元，這相當於 44% 的驚人成長。

These stellar results help illustrate why Broadcom stock is up 64% over the past year and an astonishing 188% over the past three years (at the time of this writing). The stock has performed so well, in fact, that management instituted a 10-for-1 stock split, which was completed on July 15.

這些出色的業績有助於說明為什麼 Broadcom 股票在過去一年中上漲了 64%，在過去三年中（截至撰寫本文時）上漲了驚人的 188%。事實上，該股的表現非常出色，以至於管理層進行了 10 比 1 的股票分割，並於 7 月 15 日完成。

Wall Street is nearly unanimous in its opinion of Broadcom. Out of the 42 analysts who cover the stock, 37 rate it a buy or strong buy, and none recommend selling.

華爾街對博通的看法幾乎一致。在研究該股的 42 名分析師中，有 37 人將其評級為買入或強力買入，沒有人建議賣出。

Given this backdrop, it's particularly noteworthy that, during the third quarter, Griffin sold more than 3.1 million shares of Broadcom -- roughly 64% of Citadel's stake in it. He still holds 1.72 million shares valued at about $296 million. At the same time, he was making a substantial purchase of another AI stock -- Nvidia (NASDAQ: NVDA).

在此背景下，特別值得注意的是，第三季度，Griffin 出售了超過 310 萬股 Broadcom 股票，約佔 Citadel 所持股份的 64%。他仍持有172萬股股票，價值約2.96億美元。同時，他也大量購買了另一隻人工智慧股票－英偉達（納斯達克股票代碼：NVDA）。

Griffin increases Nvidia stakeIt's evident that Griffin found Nvidia to be an alluring opportunity in the last quarter. The billionaire investor increased Citadel's stake by more than 7 million shares, marking an increase of 454%. This brought his total stake to 712 million shares, valued at $865 million, making Nvidia the second-largest individual stock holding among the thousands of stocks in Citadel's portfolio.

格里芬增加了英偉達的股份 很明顯，格里芬在上個季度發現英偉達是一個誘人的機會。這位億萬富翁投資者增持了 Citadel 超過 700 萬股，增幅達 454%。這使得他的總持股量達到 7.12 億股，價值 8.65 億美元，使 Nvidia 成為 Citadel 投資組合中數千隻股票中第二大股。

Nvidia has emerged as the poster child for the AI revolution, largely due to the fact that its graphics processing units (GPUs) are the most widely used hardware for providing the computational horsepower needed to train and run AI models. This has sparked a high demand for the company's state-of-the-art processors, which have become the gold standard for data centers, where most AI processing takes place.

Nvidia 已成為人工智慧革命的典型代表，很大程度上是因為其圖形處理單元 (GPU) 是使用最廣泛的硬件，可提供訓練和運行人工智慧模型所需的運算能力。這引發了對該公司最先進處理器的高需求，這些處理器已成為大多數人工智慧處理發生的資料中心的黃金標準。

The unprecedented demand has had an undeniable impact on Nvidia's financial results. During its fiscal 2025 third quarter, which ended Oct. 27, Nvidia's revenue soared by 94% year over year to reach $35 billion, while its adjusted EPS surged by 103% to hit $0.81. Management left no doubt about what drove these stellar results. "The age of AI is in full steam, propelling a global shift to Nvidia computing," said CEO Jensen Huang.

前所未有的需求對英偉達的財務表現產生了不可否認的影響。在截至 10 月 27 日的 2025 財年第三季度，英偉達的營收年增 94%，達到 350 億美元，調整後每股收益飆升 103%，達到 0.81 美元。管理階層毫不懷疑是什麼推動了這些出色的業績。執行長黃仁勳 (Jensen Huang) 表示：“人工智慧時代正在如火如荼地進行，推動全球向 Nvidia 運算轉型。”

These results help explain why Nvidia stock is up 196% over the past year and an impressive 342% over the past three years (as of this writing). The company's unbridled success led management to initiate a 10-for-1 stock split, which was completed on June 10.

這些結果有助於解釋為什麼 Nvidia 的股價在過去一年中上漲了 196%，在過去三年中上漲了 342%（截至撰寫本文時），令人印象深刻。該公司的巨大成功促使管理層啟動了 10 比 1 的股票分割，並於 6 月 10 日完成。

Broadcom isn't the only AI stock-split stock that Wall Street is nearly unanimous about. Of the 64 analysts who have offered an opinion on Nvidia, 60 rate the stock a buy or strong buy, and none recommend selling.

博通並不是華爾街幾乎一致同意的唯一一檔人工智慧股票分割股票。在對 Nvidia 提出意見的 64 名分析師中，有 60 名分析師將該股評為買進或強力買入，沒有人建議賣出。

We don't know exactly when during the third quarter that Griffin added to his stake in Nvidia, but a quick glance at the stock chart might provide some insight. In mid-June, rumors about a potential delay in the release of the company's highly anticipated Blackwell processors sent the stock tumbling, and by early August, Nvidia had shed 27% of its value. It's likely that Griffin saw a bargain he couldn't resist.

我們不知道格里芬在第三季度何時增持了英偉達的股份，但快速瀏覽股票圖表可能會提供一些見解。 6 月中旬，有關該公司備受期待的 Blackwell 處理器可能會延遲發布的傳言導致該公司股價暴跌，到 8 月初，Nvidia 市值已縮水 27%。格里芬很可能看到了他無法抗拒的便宜貨。

As it turns out, Griffin probably didn't have any inside information that Wall Street didn't. He simply observed a compelling opportunity and acted upon it. Should retail investors follow his lead now?

事實證明，格里芬可能沒有任何華爾街沒有的內幕消息。他只是發現了一個引人注目的機會並採取了行動。散戶現在應該跟隨他的腳步嗎？

Nvidia stock currently trades for 69 times earnings, but that P/E metric doesn't take into account the company's above-average growth. Wall

Nvidia 股票目前的本益比為 69 倍，但該本益比指標並未考慮到該公司高於平均值的成長。牆