--- title: "XNTK 的等权重科技策略进一步扩大了对纳指 100 ETF - Invesco 的领先优势" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/286955461.md" description: "XNTK 在 2026 年的表现优于 QQQ,收益率为 23.63%,而 QQQ 为 17.17%,这归因于其均衡加权策略偏向中型科技股。Coatue 增加了对 TSM、Alphabet 和 Netflix 的投资,同时退出了 Oracle、Snowflake 和 AMD。Renaissance Technologies 维持了多元化的投资组合,强调 Micron 和 Sandisk 是强力买入候选股" datetime: "2026-05-19T18:59:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286955461.md) - [en](https://longbridge.com/en/news/286955461.md) - [zh-HK](https://longbridge.com/zh-HK/news/286955461.md) --- # XNTK 的等权重科技策略进一步扩大了对纳指 100 ETF - Invesco 的领先优势 ETF performance gap: XNTK’s 23.63% gain in 2026 beats QQQ’s 17.17%, driven by equal-weighting that lifts mid-cap tech influence. Coatue's tech reshuffle: Coatue increased stakes in TSM, Alphabet, and Netflix while exiting Oracle, Snowflake, and AMD, signaling a refined tech approach. Renaissance's portfolio focus: Renaissance Technologies held a diversified portfolio with tech and healthcare leading, and identified Micron and Sandisk as strong buys. ### 相关股票 - [GOOGL.US](https://longbridge.com/zh-CN/quote/GOOGL.US.md) - [NFLX.US](https://longbridge.com/zh-CN/quote/NFLX.US.md) - [QQQ.US](https://longbridge.com/zh-CN/quote/QQQ.US.md) - [XNTK.US](https://longbridge.com/zh-CN/quote/XNTK.US.md) - [TSM.US](https://longbridge.com/zh-CN/quote/TSM.US.md) - [GOOG.US](https://longbridge.com/zh-CN/quote/GOOG.US.md) - [ORCL.US](https://longbridge.com/zh-CN/quote/ORCL.US.md) - [SNOW.US](https://longbridge.com/zh-CN/quote/SNOW.US.md) - [AMD.US](https://longbridge.com/zh-CN/quote/AMD.US.md) - [MU.US](https://longbridge.com/zh-CN/quote/MU.US.md) - [SNDK.US](https://longbridge.com/zh-CN/quote/SNDK.US.md) - [ORCL-D.US](https://longbridge.com/zh-CN/quote/ORCL-D.US.md) - [SNDKV.US](https://longbridge.com/zh-CN/quote/SNDKV.US.md) ## 相关资讯与研究 - [只属于科技的牛市](https://longbridge.com/zh-CN/news/286830850.md) - [纳指 ETF 汇添富(159660)5 月 20 日融资净买入 588.39 万元](https://longbridge.com/zh-CN/news/287140085.md) - [科技股狂欢,为何资金却在悄悄买债基?](https://longbridge.com/zh-CN/news/287149960.md) - [高处不胜寒](https://longbridge.com/zh-CN/news/287037340.md) - [侃股:业绩爆发推动科技股估值重估](https://longbridge.com/zh-CN/news/286772135.md)