英伟达 Q1 加仓约 17.8 亿美元 CoreWeave，同时新进 Coherent 与 Generate Biomedicines
深潮 TechFlow 消息，5 月 17 日，据最新 13F 表格，截至 2026 年第一季度末，英伟达自营投资组合持有股票总市值约 183.74 亿美元，较 2025 年底的 130 亿美元显著增长。持仓高度集中于 AI 生态相关标的（芯片、云算力、EDA、光学、网络、生物医药）。
值得注意的是，Q1 英伟达将 CoreWeave 持股增持 94.5% 至约 4721 万股，持仓价值增加约 17.8 亿美元。同时新进 Coherent Corp.（约 780 万股）和 Generate Biomedicines（约 83.3 万股）。
英特尔仍是其最大持仓，持有超过 2.147 亿股。此举反映了黄仁勋致力于支持从芯片到云计算、网络、光子学和药物研发等整个人工智能生态系统的战略举措。
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