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05-16
达摩一边说英伟达调到160看好，自己却减仓
大摩转向防御？Q1大举买入制药巨头，减仓英伟达、微软等科技股
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href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)位列第二，持仓1.24亿股，持仓市值约464.9亿美元，占投资组合比例为3.32%，较上季度持仓数量减少1.32%。</p><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)位列第三，持仓3.44亿股，持仓市值为373亿美元，占投资组合比例为2.67%，较上季度持仓数量减少1.57%。</p><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)位列第四，持仓1.67亿股，持仓市值约316.8亿美元，占投资组合比例为2.27%，较上季度持仓数量减少0.38%。</p><p>META(META.US)位列第五，持仓3789万股，持仓市值为218.4亿美元，占投资组合比例为1.56%，较上季度持仓数量增加4.89%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30e699f88acdfe63abbdef0338cd91e0\" tg-width=\"1132\" tg-height=\"324\"/></p><p>从持仓比例变化来看，前五大买入标的为：艾伯维(ABBV.US)、<a href=\"https://laohu8.com/S/JNJ\">强生</a>(JNJ.US)、<a href=\"https://laohu8.com/S/LLY\">礼来</a>(LLY.US)、<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>(XOM.US)、<a href=\"https://laohu8.com/S/AMGN\">安进</a>(AMGN.US)。</p><p>前五大卖出标的包括：英伟达、微软、亚马逊、TradeDesk(TTD.US)、<a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>(NOW.US)。</p><p class=\"t-img-caption\"><img 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大摩转向防御？Q1大举买入制药巨头，减仓英伟达、微软等科技股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-16 16:57 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1294073.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，根据美国证券交易委员会(SEC)披露，摩根士丹利递交了截止至2025年3月31日的第一季度持仓报告(13F)。据统计，摩根士丹利第一季度持仓总市值为1.4万亿美元，上一季度总市值为1.43万亿美元，环比下降2.1%。该基金在第一季度的投资组合中新增了444只个股，增持了3493只个股，减持了3410只个股，清仓了323只个股。其中前十大持仓标的占总市值的19.97%。在前五大...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1294073.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG) ACC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1923622291.USD":"Natixis Thematics Safety R/A USD","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","NVDA":"英伟达","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2298321311.HKD":"BGF CIRCULAR ECONOMY \"A\" (HKDHDG) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1294073.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2535457354","content_text":"智通财经APP获悉，根据美国证券交易委员会(SEC)披露，摩根士丹利递交了截止至2025年3月31日的第一季度持仓报告(13F)。据统计，摩根士丹利第一季度持仓总市值为1.4万亿美元，上一季度总市值为1.43万亿美元，环比下降2.1%。该基金在第一季度的投资组合中新增了444只个股，增持了3493只个股，减持了3410只个股，清仓了323只个股。其中前十大持仓标的占总市值的19.97%。在前五大重仓股中，苹果(AAPL.US)位列第一，持仓2.41亿股，持仓市值约535.8亿美元，占投资组合比例为3.83%，较上季度持仓数量增加1.24%。微软(MSFT.US)位列第二，持仓1.24亿股，持仓市值约464.9亿美元，占投资组合比例为3.32%，较上季度持仓数量减少1.32%。英伟达(NVDA.US)位列第三，持仓3.44亿股，持仓市值为373亿美元，占投资组合比例为2.67%，较上季度持仓数量减少1.57%。亚马逊(AMZN.US)位列第四，持仓1.67亿股，持仓市值约316.8亿美元，占投资组合比例为2.27%，较上季度持仓数量减少0.38%。META(META.US)位列第五，持仓3789万股，持仓市值为218.4亿美元，占投资组合比例为1.56%，较上季度持仓数量增加4.89%。从持仓比例变化来看，前五大买入标的为：艾伯维(ABBV.US)、强生(JNJ.US)、礼来(LLY.US)、埃克森美孚(XOM.US)、安进(AMGN.US)。前五大卖出标的包括：英伟达、微软、亚马逊、TradeDesk(TTD.US)、ServiceNow(NOW.US)。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":732,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":38,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/435710282101608"}
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