金吾财讯 | 据美国 SEC 新近披露文件，Crossmark Global Holdings 已于去年第四季度减持日本金融巨头瑞穗金融集团(MFG)17.3% 股份，抛售 12.72 万股，持股降至 60.8 万股，对应市值约 445 万美元。此次减持引发市场对日系金融股外资持仓动向的关注。不过，同期多家机构逆势增持：Bessemer Group、Fifth Third Bancorp 及 Brighton Jones LLC 分别加仓 38.6%、45.2% 与 19.3%，反映资金对瑞穗前景存在分歧。目前，机构整体持股比例仅 3.26%，股权结构分散。分析师对该股共识评级为 “适度买入”，Weiss Ratings 亦维持 “B + 买入” 评级，短期基本面预期偏正面。作为日本三大金融集团之一，瑞穗近年持续推进成本优化与数字化转型，叠加日本货币政策边际宽松预期，中长期经营韧性仍受部分资金青睐。此次机构减持与增持并存，凸显国际资金对低利率环境下日系银行盈利修复路径的博弈加剧。截至发稿，瑞穗金融美股盘前股价走高，最新报8.80美元，上涨1.27%。
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