和众汇富研究手记:全球资管巨头AI投资多空分歧加剧

财富在线
Mar 03

随着美国 SEC13F 文件披露收官,全球顶级资管机构 2025 年四季度的调仓路径全面浮出水面,在科技股估值持续高企、AI 产业前景争议升温的背景下,各大巨头的操作出现罕见分化,一边是坚定加仓的长期主义者,一边是果断减持的落袋为安派,AI 赛道正式进入机构博弈的深水区。和众汇富研究发现,本轮调仓不仅反映出资金对短期估值的谨慎态度,更折射出对 AI 产业发展节奏与竞争格局的深度思考,成为观察全球...

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