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大摩：投资者对大型科技股配置过低 苹果市值或遭低估 1 万亿美元

Investing.com
2022.11.29 06:52
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英为财情 Investing.com 周二 (29 日) 讯，摩根士丹利分析师发布报告表示，相比于标准普尔 500 指数的权重，投资者对苹果 (NASDAQ:AAPL)、亚马逊 (NASDAQ:AMZN)、 Alphabet (NASDAQ:GOOGL)、Meta Platforms (NASDAQ:META) 和微软 (NASDAQ:MSFT) 等大型科技股的配置仍然过低。大摩分析了机构投资者的前 100 大主动型投资组合的配置情况，数据显示于第三季度末，大型科技股的配置权重相比这些科技股于标普 500 指数中的权重低了 68 个基点。

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