华尔街机构的钱都去哪了？美银最新报告：全在AI里，Palantir(PLTR.US)、博通(AVGO.US)排队吸金

智通财经03-12

智通财经APP获悉，根据美国银行的最新研究，在标普500指数成分股中，机构持股覆盖面(即过去一年持有该股票的机构基金占比)扩张最为显著的个股已浮出水面。数据呈现出清晰特征：人工智能(AI)及科技相关标的包揽榜单，反映出投资者对AI领域的高涨热情，正持续推动资金流入该板块。其中，Palantir(PLTR.US)以压倒性优势领跑：其机构持股比例从一年前仅7%飙升至当前32%，大幅提升26个百分点，为...

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Bank of America's latest report: It's all in AI, Palantir (PLTR.US), Broadcom (AVGO.US) line up to attract money","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PLOO":0.6,"PLT":0.6,"AVGX":0.6,"GEV":1.86,"PLTR":1.97,"PLTZ":0.6,"AVL":0.6,"PLTI":0.6,"AVS":0.6,"PLTU":0.6,"AVGO":1.94,"AVGU":0.6,"APH":1.87,"ANET":1.9,"AVGG":0.6,"PLYY":0.6,"PLTD":0.6,"PLTA":0.6,"PLTY":0.6,"PTIR":0.6,"GILD":1.85,"PLTW":0.6,"PLTG":0.6,"AVGW":0.6},"content_text":"智通财经APP获悉，根据美国银行的最新研究，在标普500指数成分股中，机构持股覆盖面(即过去一年持有该股票的机构基金占比)扩张最为显著的个股已浮出水面。数据呈现出清晰特征：人工智能(AI)及科技相关标的包揽榜单，反映出投资者对AI领域的高涨热情，正持续推动资金流入该板块。其中，Palantir(PLTR.US)以压倒性优势领跑：其机构持股比例从一年前仅7%飙升至当前32%，大幅提升26个百分点，为标普500指数内增幅最大的个股。博通(AVGO.US)、Arista Networks(ANET.US)、安费诺(APH.US)等AI产业链及半导体关联企业，机构持股同样大幅增长，凸显机构资金正全面转向AI基础设施与数据技术领域。除核心科技股外，GE Vernova(GEV.US)、吉利德科学(GILD.US)也上榜，显示投资者在布局高增长赛道的同时，正跨行业分散配置、兼顾增长韧性。Meta(META.US)、奈飞(NFLX.US)等大型通信服务企业，同样获得机构新增持仓。以下为美银全球研究统计的机构持股覆盖面增幅最大个股名单，并按Seeking Alpha量化评级排序：Arista Networks与AppLovin(APP.US)位居前列，量化评级分别为4.78和4.52，均获“强力买入”评级，也是榜单中仅有的两家评分超过3.5的标的。前五名其余个股为西部数据(WDC.US)、博通、GE Vernova，均为“持有”评级。值得注意的是，西部数据年内涨幅高达54.54%，表现领跑榜单;GE Vernova尽管评级为中性，年内仍上涨28.40%。具体名单如下：Arista Networks，量化评级：4.78AppLovin，量化评级：4.52西部数据，量化评级：3.49博通，量化评级：3.48GE Vernova，量化评级：3.44Palantir，量化评级：3.44Meta，量化评级：3.37安费诺，量化评级：3.34吉利德科学，量化评级：3.26奈飞，量化评级：3.18","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2618188727","isCrawlerRequest":true}