--- title: "文藝復興科技公司主要持股的量化評級:United Therapeutics、Palantir Tech、Apple" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/286806751.md" description: "文藝復興科技在 2026 年第一季度報告了-4.58% 的回報,略好於標準普爾 500 指數的-4.63%。其第一季度持倉價值 639 億美元,重點關注科技、醫療保健和金融服務。主要持倉包括聯合治療(United Therapeutics,UTHR),量化評級為 3.00(持有),Palantir Technologies(PLTR)評級為 3.43(持有),以及蘋果(AAPL)評級為 3.49(持有)。其他顯著評級包括美光科技(Micron Technology,MU)評級為 4.99(強烈買入)和雪佛龍(Chevron,CVX)評級為 4.94(強烈買入)" datetime: "2026-05-18T18:23:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286806751.md) - [en](https://longbridge.com/en/news/286806751.md) - [zh-HK](https://longbridge.com/zh-HK/news/286806751.md) --- # 文藝復興科技公司主要持股的量化評級:United Therapeutics、Palantir Tech、Apple Renaissance Technologies returned -4.58% in Q1 2026, slightly outperforming the broader S&P 500 index, which declined 4.63% during the quarter, according to available performance data. The quantitative hedge fund later disclosed its latest Q1 2026 holdings through a 13F filing, reporting a long equity portfolio valued at approximately $63.9 billion... ### 相關股票 - [MU.US](https://longbridge.com/zh-HK/quote/MU.US.md) - [UTHR.US](https://longbridge.com/zh-HK/quote/UTHR.US.md) - [CVX.US](https://longbridge.com/zh-HK/quote/CVX.US.md) - [PLTR.US](https://longbridge.com/zh-HK/quote/PLTR.US.md) - [PTIR.US](https://longbridge.com/zh-HK/quote/PTIR.US.md) - [AAPB.US](https://longbridge.com/zh-HK/quote/AAPB.US.md) - [AAPU.US](https://longbridge.com/zh-HK/quote/AAPU.US.md) - [PLTG.US](https://longbridge.com/zh-HK/quote/PLTG.US.md) - [AAPL.US](https://longbridge.com/zh-HK/quote/AAPL.US.md) - [.SPX.US](https://longbridge.com/zh-HK/quote/.SPX.US.md) ## 相關資訊與研究 - [希捷拋「產能極限」論 AI 狂潮愈冷 美光/SanDisk 摔](https://longbridge.com/zh-HK/news/286834924.md) - [川普買進 Palantir 後在社羣發文喊多 文件曝光交易紀錄](https://longbridge.com/zh-HK/news/286621647.md) - [【AI】蘋果擬 6 月推出全新改版 Siri,主打私隱保護](https://longbridge.com/zh-HK/news/286692977.md) - [Intel Mac 正式終結,macOS 27 將淘汰最後四款英特爾機型](https://longbridge.com/zh-HK/news/286859537.md) - [美國智慧型手機市場銷量下滑,蘋果逆勢成長,科技與金融動態影響投資策略](https://longbridge.com/zh-HK/news/286733726.md)