---
title: "机构 “最超配” 闪迪，“最低配” 英伟达"
description: "据摩根士丹利最新的统计：“机构对美国大型科技股的低配程度是 17 年来最大的” 相比 2025 年 Q4 的标普 500 指数权重，“$NVDA 仍然是机构低配程度最大的大型科技股，其次是苹果、微软、亚马逊和博通，而存储巨头闪迪则是 “最超配” 的。"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/276289765.md"
published_at: "2026-02-19T01:01:59.000Z"
---

# 机构 “最超配” 闪迪，“最低配” 英伟达

> 据摩根士丹利最新的统计：“机构对美国大型科技股的低配程度是 17 年来最大的” 相比 2025 年 Q4 的标普 500 指数权重，“$NVDA 仍然是机构低配程度最大的大型科技股，其次是苹果、微软、亚马逊和博通，而存储巨头闪迪则是 “最超配” 的。

据摩根士丹利最新的统计：“机构对美国大型科技股的低配程度是 17 年来最大的”

相比 2025 年 Q4 的标普 500 指数权重，“$NVDA 仍然是机构低配程度最大的大型科技股，其次是苹果、微软、亚马逊和博通，而存储巨头闪迪则是 “最超配” 的。

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