摩根大通对蔚来、小鹏汽车和理想汽车的美股持仓进行了大幅调整——其中对小鹏和理想的持仓量分别削减99.7%和98.8%,对蔚来也减持30%。让人看不懂的是,小鹏、蔚来近期风头正劲,而摩根大通在第二季度还同时增持这三家新势力车企。有意思的是,刚刚,软银清仓英伟达的消息也被曝出。根据摩根大通向美国证券交易委员会提交的2025年第三季度13F报告,摩根大通分别减持182.39万股小鹏美股和39.56万股...
Source Link摩根大通对蔚来、小鹏汽车和理想汽车的美股持仓进行了大幅调整——其中对小鹏和理想的持仓量分别削减99.7%和98.8%,对蔚来也减持30%。让人看不懂的是,小鹏、蔚来近期风头正劲,而摩根大通在第二季度还同时增持这三家新势力车企。有意思的是,刚刚,软银清仓英伟达的消息也被曝出。根据摩根大通向美国证券交易委员会提交的2025年第三季度13F报告,摩根大通分别减持182.39万股小鹏美股和39.56万股...
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