谁是顶流？英伟达比特斯拉更当红！ESG基金也力捧_老虎社区_美港股上老虎

谁是顶流？英伟达比特斯拉更当红！ESG基金也力捧

华尔街见闻 2023-06-22

在ESG基金亏损严重的背景下，今年许多ESG基金开始调整仓位，重仓AI相关个股。虽然英伟达难以和气候变化等议题扯上关系，但不妨碍其成为ESG投资的宠儿。AI炒作下，头部科技股受到热捧。新晋跻身“万亿美元俱乐部”的英伟达，更是史无前例爆红，大批踏空的机构投资者在最近几周争先恐后来追高，包括许多ESG基金。彭博数据显示，现在有超过1400家ESG基金直接持股英伟达，还有500家ESG基金间接持有。...

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文秋
·2023-06-22
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Nvidia is more popular than Tesla! ESG Fund is also strong","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/e063aca9f57bfe035160cec84f8e40b8","symbols_score_info":{"NVDA":1},"content_text":"在ESG基金亏损严重的背景下，今年许多ESG基金开始调整仓位，重仓AI相关个股。虽然英伟达难以和气候变化等议题扯上关系，但不妨碍其成为ESG投资的宠儿。AI炒作下，头部科技股受到热捧。新晋跻身“万亿美元俱乐部”的英伟达，更是史无前例爆红，大批踏空的机构投资者在最近几周争先恐后来追高，包括许多ESG基金。彭博数据显示，现在有超过1400家ESG基金直接持股英伟达，还有500家ESG基金间接持有。2023年迄今，英伟达累计上涨约200%。ESG基金指的是那些将环保、社会责任、企业治理因素纳入投资决策的基金。通常，这些基金投资的标的集中于绿色能源领域，如特斯拉、维斯塔斯风力等，都是ESG投资者长期钟情的股票。作为AI淘金热中的卖铲人，虽然英伟达很难和气候变化之类的议题扯上关系，但这不妨碍它成为ESG投资的宠儿。在一些ESG机构投资者看来，英伟达有着“高水平的ESG披露”和“对地球友好的产品”。选择英伟达这样的存在一定争议性的非绿色标的，对ESG基金来说也是一种无奈之举。2022年，大多数ESG基金亏损严重，资产规模最大的10家ESG基金都出现两位数的亏损，其中8家跑输标普大盘-14.8%的跌幅，企业ESG债券发行量锐减近1/4。晨星公司数据显示，2022年包含股票、债券和其他资产类别的美国ESG基金吸引新资本共计31亿美元，低于2021年的692亿美元。在此背景下，今年以来，许多ESG基金开始调整仓位，重仓科技，尤其是AI相关个股。排名靠前的ESG基金清一色变身AI爱好者，回报率也一改去年的拉胯，头部基金多数超40%。欧洲，ESG股票基金今年平均受益约12%，超出而斯托克欧洲600指数8%的回报。彭博数据显示，今年回报率最高的ESG基金，来自美国普信集团。其前四大重仓股分别为苹果，台积电，微软和英伟达。自12月底以来，该基金收益已经击败97%的同行。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":190087551279272,"gmtCreate":1687433509816,"gmtModify":1687434742072,"author":{"id":"3584911510997550","authorId":"3584911510997550","name":"文秋","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3584911510997550","idStr":"3584911510997550"},"htmlText":"o天ti天tij尔赫尔e的ofk waouiwwa g 男女吧k","listText":"o天ti天tij尔赫尔e的ofk waouiwwa g 男女吧k","text":"o天ti天tij尔赫尔e的ofk waouiwwa g 男女吧k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190087551279272","repostId":2345824730,"repostType":2,"repost":{"id":"2345824730","kind":"news","pubTimestamp":1687432268,"share":"https://www.laohu8.com/m/news/2345824730?lang=zh_CN&edition=full","pubTime":"2023-06-22 19:11","market":"sh","language":"zh","title":"谁是顶流？英伟达比特斯拉更当红！ESG基金也力捧","url":"https://stock-news.laohu8.com/highlight/detail?id=2345824730","media":"华尔街见闻 ","summary":"在ESG基金亏损严重的背景下，今年许多ESG基金开始调整仓位，重仓AI相关个股。虽然英伟达难以和气候变化等议题扯上关系，但不妨碍其成为ESG投资的宠儿。AI炒作下，头部科技股受到热捧。新晋跻身“万亿美","content":"<html><head></head><body><blockquote><strong>在ESG基金亏损严重的背景下，今年许多ESG基金开始调整仓位，重仓AI相关个股。虽然英伟达难以和气候变化等议题扯上关系，但不妨碍其成为ESG投资的宠儿。</strong></blockquote><p>AI炒作下，头部科技股受到热捧。新晋跻身“万亿美元俱乐部”的<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>，更是史无前例爆红，大批踏空的机构投资者在最近几周争先恐后来追高，包括许多ESG基金。</p><p>彭博数据显示，现在有超过1400家ESG基金直接持股英伟达，还有500家ESG基金间接持有。2023年迄今，英伟达累计上涨约200%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fc905946ee36c5c00bbe83c5c3bad10\" tg-width=\"560\" tg-height=\"240\"/></p><p>ESG基金指的是那些将环保、社会责任、企业治理因素纳入投资决策的基金。通常，这些基金投资的标的集中于绿色能源领域，如<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、维斯塔斯风力等，都是ESG投资者长期钟情的股票。</p><p>作为AI淘金热中的卖铲人，虽然英伟达很难和气候变化之类的议题扯上关系，但这不妨碍它成为ESG投资的宠儿。在一些ESG机构投资者看来，英伟达有着“高水平的ESG披露”和“对地球友好的产品”。</p><p><strong>选择英伟达这样的存在一定争议性的非绿色标的，对ESG基金来说也是一种无奈之举。</strong></p><p>2022年，大多数ESG基金亏损严重，资产规模最大的10家ESG基金都出现两位数的亏损，其中8家跑输标普大盘-14.8%的跌幅，企业ESG债券发行量锐减近1/4。</p><p>晨星公司数据显示，2022年包含股票、债券和其他资产类别的美国ESG基金吸引新资本共计31亿美元，低于2021年的692亿美元。</p><p>在此背景下，今年以来，许多ESG基金开始调整仓位，重仓科技，尤其是AI相关个股。<strong>排名靠前的ESG基金清一色变身AI爱好者，回报率也一改去年的拉胯，头部基金多数超40%。</strong>欧洲，ESG股票基金今年平均受益约12%，超出而斯托克欧洲600指数8%的回报。</p><p>彭博数据显示，今年回报率最高的ESG基金，来自美国<a href=\"https://laohu8.com/S/TROW\">普信集团</a>。其前四大重仓股分别为<a href=\"https://laohu8.com/S/AAPL\">苹果</a>，<a href=\"https://laohu8.com/S/TSM\">台积电</a>，<a href=\"https://laohu8.com/S/MSFT\">微软</a>和英伟达。自12月底以来，该基金收益已经击败97%的同行。</p></body></html>","source":"wallstreetcn","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谁是顶流？英伟达比特斯拉更当红！ESG基金也力捧\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-22 19:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3691698><strong>华尔街见闻 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在ESG基金亏损严重的背景下，今年许多ESG基金开始调整仓位，重仓AI相关个股。虽然英伟达难以和气候变化等议题扯上关系，但不妨碍其成为ESG投资的宠儿。AI炒作下，头部科技股受到热捧。新晋跻身“万亿美元俱乐部”的英伟达，更是史无前例爆红，大批踏空的机构投资者在最近几周争先恐后来追高，包括许多ESG基金。彭博数据显示，现在有超过1400家ESG基金直接持股英伟达，还有500家ESG基金间接持有。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3691698\">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/fb0a9aec52a0c11de7309c55fbe6a4ba","relate_stocks":{"IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4587":"ChatGPT概念","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0823414478.USD":"法巴经典能源转换基金","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4579":"人工智能","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4588":"碎股","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","NVDA":"英伟达","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4574":"无人驾驶","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4581":"高盛持仓","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4543":"AI","BK4527":"明星科技股","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4141":"半导体产品","LU0079474960.USD":"联博美国增长基金A","BK4585":"ETF&股票定投概念","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4503":"景林资产持仓","BK4529":"IDC概念"},"source_url":"https://wallstreetcn.com/articles/3691698","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2345824730","content_text":"在ESG基金亏损严重的背景下，今年许多ESG基金开始调整仓位，重仓AI相关个股。虽然英伟达难以和气候变化等议题扯上关系，但不妨碍其成为ESG投资的宠儿。AI炒作下，头部科技股受到热捧。新晋跻身“万亿美元俱乐部”的英伟达，更是史无前例爆红，大批踏空的机构投资者在最近几周争先恐后来追高，包括许多ESG基金。彭博数据显示，现在有超过1400家ESG基金直接持股英伟达，还有500家ESG基金间接持有。2023年迄今，英伟达累计上涨约200%。ESG基金指的是那些将环保、社会责任、企业治理因素纳入投资决策的基金。通常，这些基金投资的标的集中于绿色能源领域，如特斯拉、维斯塔斯风力等，都是ESG投资者长期钟情的股票。作为AI淘金热中的卖铲人，虽然英伟达很难和气候变化之类的议题扯上关系，但这不妨碍它成为ESG投资的宠儿。在一些ESG机构投资者看来，英伟达有着“高水平的ESG披露”和“对地球友好的产品”。选择英伟达这样的存在一定争议性的非绿色标的，对ESG基金来说也是一种无奈之举。2022年，大多数ESG基金亏损严重，资产规模最大的10家ESG基金都出现两位数的亏损，其中8家跑输标普大盘-14.8%的跌幅，企业ESG债券发行量锐减近1/4。晨星公司数据显示，2022年包含股票、债券和其他资产类别的美国ESG基金吸引新资本共计31亿美元，低于2021年的692亿美元。在此背景下，今年以来，许多ESG基金开始调整仓位，重仓科技，尤其是AI相关个股。排名靠前的ESG基金清一色变身AI爱好者，回报率也一改去年的拉胯，头部基金多数超40%。欧洲，ESG股票基金今年平均受益约12%，超出而斯托克欧洲600指数8%的回报。彭博数据显示，今年回报率最高的ESG基金，来自美国普信集团。其前四大重仓股分别为苹果，台积电，微软和英伟达。自12月底以来，该基金收益已经击败97%的同行。","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":5,"commentSize":1,"repostSize":1,"favoriteSize":3,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}