挪威主權基金科技投資獲利創新高
Norway's sovereign fund reports record profits from tech investments
Updated at: August 13, 2026 at 01:15 AM
挪威政府全球養老基金(Pension Fund Global)為全球最大的主權財富基金,已公布2026年上半年的破紀錄成績。
Norway’s Government Pension Fund Global, the world’s largest sovereign wealth fund, has announced record-breaking results for the first half of 2026.
該基金獲利高達1.75兆挪威克朗(約合1843億美元),在科技與人工智慧投資激增的推動下,達到新的巔峰。
With a profit of 1.75 trillion Norwegian kroner, or approximately $184.3 billion, the fund has reached new heights, driven primarily by a surge in technology and artificial intelligence investments.
基金在此期間取得了令人印象深刻的9.4%報酬率,至2026年6月30日止,總價值接近2.34兆美元。
The fund achieved an impressive 9.4% return during this period, bringing its total value to nearly $2.34 trillion by June 30, 2026.
執行長尼古拉·湯根(Nicolai Tangen)將此成就歸功於半導體的高需求,並特別點名了輝達(Nvidia)與台積電(TSMC)等產業巨頭。
CEO Nicolai Tangen credited the success to high demand for semiconductors, specifically naming industry giants like Nvidia and TSMC.
這標誌著該基金從艱困的第一季中顯著反彈。
This marks a significant rebound from a difficult first quarter.
然而,成長也伴隨著挑戰;基金前十大持股現已佔總投資組合的20%。
However, growth brings challenges; the fund’s ten largest holdings now comprise 20% of its total portfolio.
該基金在全球約7,100家公司皆有投資,依然是全球金融領域舉足輕重的參與者。
With investments in roughly 7,100 companies worldwide, the fund remains a dominant player in global finance.
隨著人工智慧持續重塑市場,基金對科技業的高度依賴,既是其成長的最大引擎,也是未來潛在的脆弱點。
As AI continues to reshape the market, the fund's heavy reliance on tech serves as both its greatest engine for growth and a potential point of vulnerability in the future.
