The Zhitong Finance App learned that according to a chart recently compiled by Wall Street financial giant Goldman Sachs and shared by well-known American financial writer and investment analyst Mike Zacardi, mutual fund institutions that focus on US large-cap stocks are still drastically under-equipped with NVDA.US (NVDA.US), the “AI chip superhegemon” with a current market capitalization of over 5 trillion US dollars. The chart shows that among the artificial intelligence-related stocks tracked, Nvidia's low allotment level was the most significant, with large cap mutual funds having an average low allocation margin of about 100 basis points.
Zhitongcaijing · 2d ago
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The Zhitong Finance App learned that according to a chart recently compiled by Wall Street financial giant Goldman Sachs and shared by well-known American financial writer and investment analyst Mike Zacardi, mutual fund institutions that focus on US large-cap stocks are still drastically under-equipped with NVDA.US (NVDA.US), the “AI chip superhegemon” with a current market capitalization of over 5 trillion US dollars. The chart shows that among the artificial intelligence-related stocks tracked, Nvidia's low allotment level was the most significant, with large cap mutual funds having an average low allocation margin of about 100 basis points.
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