---
title: "機構 “最超配” 閃迪，“最低配” 英偉達"
description: "據摩根士丹利最新的統計：“機構對美國大型科技股的低配程度是 17 年來最大的” 相比 2025 年 Q4 的標普 500 指數權重，“$NVDA 仍然是機構低配程度最大的大型科技股，其次是蘋果、微軟、亞馬遜和博通，而存儲巨頭閃迪則是 “最超配” 的。"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/276289765.md"
published_at: "2026-02-19T01:01:59.000Z"
---

# 機構 “最超配” 閃迪，“最低配” 英偉達

> 據摩根士丹利最新的統計：“機構對美國大型科技股的低配程度是 17 年來最大的” 相比 2025 年 Q4 的標普 500 指數權重，“$NVDA 仍然是機構低配程度最大的大型科技股，其次是蘋果、微軟、亞馬遜和博通，而存儲巨頭閃迪則是 “最超配” 的。

據摩根士丹利最新的統計：“機構對美國大型科技股的低配程度是 17 年來最大的”

相比 2025 年 Q4 的標普 500 指數權重，“$NVDA 仍然是機構低配程度最大的大型科技股，其次是蘋果、微軟、亞馬遜和博通，而存儲巨頭閃迪則是 “最超配” 的。

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