FT商学院

Rise of tech giants skews active fund portfolios
科技巨头的崛起使主动型基金投资组合失衡

Top 10 stocks in the S&P 500 now comprise 37 per cent of index weighting
标普500指数中排名前10位的股票目前占指数权重的37%。
The correlation between the stock market and individual tech stocks can be a “source of anxiety” for wealth managers

Shares in US technology giants have risen so rapidly this year, driven by an artificial intelligence frenzy, that their index weighting has skewed Wall Street’s overall performance — and prompted investors to run remarkably similar portfolios.

在人工智能热潮的推动下,美国科技巨头的股价今年以来涨势迅猛,其指数权重已经偏离了华尔街的整体表现,并促使投资者运作极为相似的投资组合。

您已阅读6%(426字),剩余94%(6982字)包含更多重要信息,订阅以继续探索完整内容,并享受更多专属服务。
版权声明:本文版权归manbetx20客户端下载 所有,未经允许任何单位或个人不得转载,复制或以任何其他方式使用本文全部或部分,侵权必究。
设置字号×
最小
较小
默认
较大
最大
分享×