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小摩Q4仍聚焦大型科技巨头 大买博通(AVGO.US)特斯拉(TSLA.US) 减持微软 ...
摩根大通第四季度的前十大重仓股依然集中于最受瞩目的美股科技巨头们,并未改变全球资金将继续抱团大型科技股的押注。其中,英伟达、苹果以及亚马逊在本季度获小幅加仓,微软、Meta与谷歌则被小幅减持。此外,万事达获小幅增持,标普500指数ETF遭减持。
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