大摩转向防御？Q1大举买入制药巨头，减仓英伟达、微软等科技股

智通财经2025-05-16

智通财经APP获悉，根据美国证券交易委员会(SEC)披露，摩根士丹利递交了截止至2025年3月31日的第一季度持仓报告(13F)。据统计，摩根士丹利第一季度持仓总市值为1.4万亿美元，上一季度总市值为1.43万亿美元，环比下降2.1%。该基金在第一季度的投资组合中新增了444只个股，增持了3493只个股，减持了3410只个股，清仓了323只个股。其中前十大持仓标的占总市值的19.97%。在前五大...

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品子
2025-05-16
品子
达摩一边说英伟达调到160看好，自己却减仓

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Buying pharmaceutical giants aggressively in Q1, lightening up positions in technology stocks such as Nvidia and Microsoft","themeId":"a7b5ab082d8c4ed055d13327bd0123c5","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/ad94a15d3729fa9f9dc5dd6627b77954","symbols_score_info":{"NVDA":1.1},"content_text":"智通财经APP获悉，根据美国证券交易委员会(SEC)披露，摩根士丹利递交了截止至2025年3月31日的第一季度持仓报告(13F)。据统计，摩根士丹利第一季度持仓总市值为1.4万亿美元，上一季度总市值为1.43万亿美元，环比下降2.1%。该基金在第一季度的投资组合中新增了444只个股，增持了3493只个股，减持了3410只个股，清仓了323只个股。其中前十大持仓标的占总市值的19.97%。在前五大重仓股中，苹果(AAPL.US)位列第一，持仓2.41亿股，持仓市值约535.8亿美元，占投资组合比例为3.83%，较上季度持仓数量增加1.24%。微软(MSFT.US)位列第二，持仓1.24亿股，持仓市值约464.9亿美元，占投资组合比例为3.32%，较上季度持仓数量减少1.32%。英伟达(NVDA.US)位列第三，持仓3.44亿股，持仓市值为373亿美元，占投资组合比例为2.67%，较上季度持仓数量减少1.57%。亚马逊(AMZN.US)位列第四，持仓1.67亿股，持仓市值约316.8亿美元，占投资组合比例为2.27%，较上季度持仓数量减少0.38%。META(META.US)位列第五，持仓3789万股，持仓市值为218.4亿美元，占投资组合比例为1.56%，较上季度持仓数量增加4.89%。从持仓比例变化来看，前五大买入标的为：艾伯维(ABBV.US)、强生(JNJ.US)、礼来(LLY.US)、埃克森美孚(XOM.US)、安进(AMGN.US)。前五大卖出标的包括：英伟达、微软、亚马逊、TradeDesk(TTD.US)、ServiceNow(NOW.US)。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"shareholding","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":435710282101608,"gmtCreate":1747384007095,"gmtModify":1747384008907,"author":{"id":"3568281304096151","authorId":"3568281304096151","name":"品子","avatar":"https://static.tigerbbs.com/3c8860d27140e2f52a02b673f774740e","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3568281304096151","idStr":"3568281304096151"},"htmlText":"达摩一边说英伟达调到160看好，自己却减仓","listText":"达摩一边说英伟达调到160看好，自己却减仓","text":"达摩一边说英伟达调到160看好，自己却减仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435710282101608","repostId":2535457354,"repostType":2,"repost":{"id":"2535457354","kind":"news","pubTimestamp":1747385834,"share":"https://www.laohu8.com/m/news/2535457354?lang=zh_CN&edition=full","pubTime":"2025-05-16 16:57","market":"us","language":"zh","title":"大摩转向防御？Q1大举买入制药巨头，减仓英伟达、微软等科技股","url":"https://stock-news.laohu8.com/highlight/detail?id=2535457354","media":"智通财经","summary":"据统计，摩根士丹利第一季度持仓总市值为1.4万亿美元，上一季度总市值为1.43万亿美元，环比下降2.1%。英伟达位列第三，持仓3.44亿股，持仓市值为373亿美元，占投资组合比例为2.67%，较上季度持仓数量减少1.57%。从持仓比例变化来看，前五大买入标的为：艾伯维、强生、礼来、埃克森美孚、安进。前五大卖出标的包括：英伟达、微软、亚马逊、TradeDesk、ServiceNow。","content":"<html><head></head><body><p>智通财经APP获悉，根据美国证券交易委员会(SEC)披露，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>递交了截止至2025年3月31日的第一季度持仓报告(13F)。</p><p>据统计，摩根士丹利第一季度持仓总市值为1.4万亿美元，上一季度总市值为1.43万亿美元，环比下降2.1%。该基金在第一季度的投资组合中新增了444只个股，增持了3493只个股，减持了3410只个股，清仓了323只个股。其中前十大持仓标的占总市值的19.97%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e063911014a352eb3b11d9b73e3ed2be\" tg-width=\"611\" tg-height=\"363\"/></p><p>在前五大重仓股中，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL.US)位列第一，持仓2.41亿股，持仓市值约535.8亿美元，占投资组合比例为3.83%，较上季度持仓数量增加1.24%。</p><p><a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)位列第二，持仓1.24亿股，持仓市值约464.9亿美元，占投资组合比例为3.32%，较上季度持仓数量减少1.32%。</p><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)位列第三，持仓3.44亿股，持仓市值为373亿美元，占投资组合比例为2.67%，较上季度持仓数量减少1.57%。</p><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)位列第四，持仓1.67亿股，持仓市值约316.8亿美元，占投资组合比例为2.27%，较上季度持仓数量减少0.38%。</p><p>META(META.US)位列第五，持仓3789万股，持仓市值为218.4亿美元，占投资组合比例为1.56%，较上季度持仓数量增加4.89%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30e699f88acdfe63abbdef0338cd91e0\" tg-width=\"1132\" tg-height=\"324\"/></p><p>从持仓比例变化来看，前五大买入标的为：艾伯维(ABBV.US)、<a href=\"https://laohu8.com/S/JNJ\">强生</a>(JNJ.US)、<a href=\"https://laohu8.com/S/LLY\">礼来</a>(LLY.US)、<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>(XOM.US)、<a href=\"https://laohu8.com/S/AMGN\">安进</a>(AMGN.US)。</p><p>前五大卖出标的包括：英伟达、微软、亚马逊、TradeDesk(TTD.US)、<a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>(NOW.US)。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/92f3076c6091fa037b52625b38ef0117\" tg-width=\"830\" tg-height=\"325\"/></p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大摩转向防御？Q1大举买入制药巨头，减仓英伟达、微软等科技股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-16 16:57 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1294073.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，根据美国证券交易委员会(SEC)披露，摩根士丹利递交了截止至2025年3月31日的第一季度持仓报告(13F)。据统计，摩根士丹利第一季度持仓总市值为1.4万亿美元，上一季度总市值为1.43万亿美元，环比下降2.1%。该基金在第一季度的投资组合中新增了444只个股，增持了3493只个股，减持了3410只个股，清仓了323只个股。其中前十大持仓标的占总市值的19.97%。在前五大...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1294073.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","NVDA":"英伟达","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1923622291.USD":"Natixis Thematics Safety R/A USD","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU2298321311.HKD":"BGF CIRCULAR ECONOMY \"A\" (HKDHDG) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1294073.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2535457354","content_text":"智通财经APP获悉，根据美国证券交易委员会(SEC)披露，摩根士丹利递交了截止至2025年3月31日的第一季度持仓报告(13F)。据统计，摩根士丹利第一季度持仓总市值为1.4万亿美元，上一季度总市值为1.43万亿美元，环比下降2.1%。该基金在第一季度的投资组合中新增了444只个股，增持了3493只个股，减持了3410只个股，清仓了323只个股。其中前十大持仓标的占总市值的19.97%。在前五大重仓股中，苹果(AAPL.US)位列第一，持仓2.41亿股，持仓市值约535.8亿美元，占投资组合比例为3.83%，较上季度持仓数量增加1.24%。微软(MSFT.US)位列第二，持仓1.24亿股，持仓市值约464.9亿美元，占投资组合比例为3.32%，较上季度持仓数量减少1.32%。英伟达(NVDA.US)位列第三，持仓3.44亿股，持仓市值为373亿美元，占投资组合比例为2.67%，较上季度持仓数量减少1.57%。亚马逊(AMZN.US)位列第四，持仓1.67亿股，持仓市值约316.8亿美元，占投资组合比例为2.27%，较上季度持仓数量减少0.38%。META(META.US)位列第五，持仓3789万股，持仓市值为218.4亿美元，占投资组合比例为1.56%，较上季度持仓数量增加4.89%。从持仓比例变化来看，前五大买入标的为：艾伯维(ABBV.US)、强生(JNJ.US)、礼来(LLY.US)、埃克森美孚(XOM.US)、安进(AMGN.US)。前五大卖出标的包括：英伟达、微软、亚马逊、TradeDesk(TTD.US)、ServiceNow(NOW.US)。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; 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