专注分享财经信息的专业社区，喜欢请点击下方名片关注。请注意，深度逻辑文《不可不信逻辑的光》2.16 又进行了最新更新，注意查看。大摩基于 4Q25 的 13F 数据（美国机构持仓披露文件）给出的结论是，超大市值科技股在机构端的低配程度已经抬升到近 17 年的极值区间。以标普 500 的权重作为基准口径，超大市值科技股的主动机构持仓权重整体落后于基准 155 个基点，较 3Q25 的 148 个基点...
Source Link专注分享财经信息的专业社区，喜欢请点击下方名片关注。请注意，深度逻辑文《不可不信逻辑的光》2.16 又进行了最新更新，注意查看。大摩基于 4Q25 的 13F 数据（美国机构持仓披露文件）给出的结论是，超大市值科技股在机构端的低配程度已经抬升到近 17 年的极值区间。以标普 500 的权重作为基准口径，超大市值科技股的主动机构持仓权重整体落后于基准 155 个基点，较 3Q25 的 148 个基点...
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