散户9月青睐股名单出炉:英伟达与Opendoor在列

老虎资讯综合
Sep 02

根据摩根大通数据,今年以来成功把握市场反弹机遇的散户投资者在进入9月之际大举加仓人工智能领域宠儿 英伟达 及其他多只科技股。这家华尔街机构数据显示,英伟达以8.67亿美元净流入额位居过去一周散户净买入量前十个股榜首。

尽管英伟达上周股价下跌超2%,散户仍趁小幅回调买入这家AI领军企业的股票。此前英伟达交出超预期财报,当期盈利与收入均超越预期并发布高于预估的业绩指引。摩根大通指出,英伟达财报发布后午盘时段的散户买入量达到前一日同时段的四倍。

但高盛表示,在上周三重磅财报发布前,散户对英伟达的热情已有所消退。流入黄仁勋执掌的这家公司的名义月度资金流在2024年达到约1400亿美元峰值后,目前已回落至约500亿美元。

市场对其他AI概念股的热情似乎也在减退。摩根大通称, 美国超微公司SoundHound AI Inc 虽跻身散户持仓前十,但过去一周买入力度较弱。摩根大通策略师在客户报告中写道:"除英伟达外,散户参与AI概念股交易的热度较2025年上半年已有所放缓。"

据摩根大通数据,散户最青睐个股第二名是 Palantir Technologies Inc. ,过去一周净买入额超3亿美元。近期处于网红股热潮中心的 Opendoor Technologies Inc同样入选9月散户最爱个股名单, 沃尔玛CoreWeave, Inc.Snowflake 亦榜上有名。

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