这个科技蓝筹基金准备突破，它有哪些持股？

金融界11-16

iShares Expanded Tech-Software Sector ETF (IGV) 备受关注，这是有充分理由的。自2024年5月以来，该ETF显著跑赢了SPDR Technology Trust ETF (XLK)：+23% 对 +10%。近期在11月走势加速，周二IGV成为追踪的少数几个创下历史新高的ETF之一。IGV总共有118个成分股，但其中许多占比很小。实际上，有80个持仓的...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2483559417?lang=zh_CN&edition=full","thumbnail":"http://imgcloud.jrjimg.cn/2024/11/weixin/one_20241116080420906.png","is_english":false,"pubTime":"2024-11-16 08:04","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2483559417","market":"hk","top_or_hot":-1,"title":"这个科技蓝筹基金准备突破，它有哪些持股？","media":"金融界","content":"<div>\n<p>iShares Expanded Tech-Software Sector ETF (IGV) 备受关注，这是有充分理由的。自2024年5月以来，该ETF显著跑赢了SPDR Technology Trust ETF (XLK)：+23% 对 +10%。近期在11月走势加速，周二IGV成为追踪的少数几个创下历史新高的ETF之一。IGV总共有118个成分股，但其中许多占比很小。实际上，有80个持仓的...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2024/11/16080445365819.shtml\">网页链接</a>\n\n</div>\n","source":"jinrongjie_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>这个科技蓝筹基金准备突破，它有哪些持股？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n这个科技蓝筹基金准备突破，它有哪些持股？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-16 08:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://usstock.jrj.com.cn/2024/11/16080445365819.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>iShares Expanded Tech-Software Sector ETF (IGV) 备受关注，这是有充分理由的。自2024年5月以来，该ETF显著跑赢了SPDR Technology Trust ETF (XLK)：+23% 对 +10%。近期在11月走势加速，周二IGV成为追踪的少数几个创下历史新高的ETF之一。IGV总共有118个成分股，但其中许多占比很小。实际上，有80个持仓的...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2024/11/16080445365819.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2054465674.USD","symbol_name":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","start_time":0,"source_url":"https://usstock.jrj.com.cn/2024/11/16080445365819.shtml","article_id":"2483559417","we_media_id":null,"thumbnails":["http://imgcloud.jrjimg.cn/2024/11/weixin/one_20241116080420906.png"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2483559417","pubTimestamp":1731715443,"columns":[],"sourceInfo":{"source_id":"jinrongjie_highlight","name":"金融界"},"weMediaInfo":null,"summary":"iShares Expanded Tech-Software Sector ETF  备受关注，这是有充分理由的。近期在11月走势加速，周二IGV成为追踪的少数几个创下历史新高的ETF之一。在IGV软件ETF中，它也是第三大持仓，仅次于CRM和ORCL。例如，在过去三个月中，MSFT仅上涨了3%。最后，MSFT近期的疲软与IGV的强劲表现相结合，导致MSFT/IGV的相对强弱线急剧下滑。如果这种情况发生，该股票将成为IGV下一轮上涨的重要推动因素。不仅该ETF创下历史新高，而且是从一个多年的看涨形态中突破而来的。","collect":0,"end_time":0,"defaultTopTitle":"jrj.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","BK4528":"SaaS概念","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU1032955483.USD":"NORDEA 1 STABLE RETURN \"HB\" (USDHDG) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU1989763005.USD":"东方汇理教育基金A2 Acc","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","MSFT":"微软","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","FDN":"First Trust Dow Jones Internet I","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU1582986359.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU2210149790.SGD":"Natixis Thematics Subscription Economy R/A SGD-H","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","BK4527":"明星科技股","LU1221951129.SGD":"NORDEA 1 STABLE RETURN \"HM\" (SGDHDG) INC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","SG9999002224.SGD":"Allianz Global High Payout SGD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IGV":"北美软件ETF-iShares","LU0861579265.USD":"联博低波幅策略股票基金A","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","XLK":"高科技指数ETF-SPDR","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","LU1564329115.USD":"Blackrock Dynamic High Income A6 USD","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4532":"文艺复兴科技持仓","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC"},"translate_title":"This technology blue-chip fund is ready to break through. What are its holdings?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"XLK":1,"MSFT":1,"IGV":1,"FDN":0.9},"content_text":"iShares Expanded Tech-Software Sector ETF (IGV) 备受关注，这是有充分理由的。自2024年5月以来，该ETF显著跑赢了SPDR Technology Trust ETF (XLK)：+23% 对 +10%。近期在11月走势加速，周二IGV成为追踪的少数几个创下历史新高的ETF之一。IGV总共有118个成分股，但其中许多占比很小。实际上，有80个持仓的指数权重低于0.5%（来源：koyfin）。在过去三个月中，真正推动IGV创新高的是其中的八只股票。尽管一些较小的股票也取得了强劲的涨幅，但这些成分股才是真正拉升IGV价格的关键。不过，有一个重要成分缺席了——Microsoft (MSFT)。MSFT是标普500和纳斯达克100中的第三大持股，同时也是两大指数中最大的单一软件股票。在IGV软件ETF中，它也是第三大持仓，仅次于CRM和ORCL。但更重要的是，MSFT在多个时间段内明显落后于IGV ETF。例如，在过去三个月中，MSFT仅上涨了3%。分析Microsoft的图表MSFT上一次创下新高是在7月5日，当时达到了468美元，随后即回落。从那时起，该股便在一个波动的区间内交易。好消息是每次下跌都有人接盘，但每次反弹也被抛售，形成了一个复杂的短期走势。三条关键移动平均线（20、50和200日均线）几乎汇聚在一起，这种情况很少见，表明了MSFT过去三个月多来一直处于的无方向趋势。因此，至少目前为止，其日线图并不具有看涨信号。拉远到周线图可以看到更为鼓舞的前景。实际上，MSFT仍在一个大型对称三角形形态内运行，这意味着在尝试突破之前还有更多的调整空间。积极的一面是，MSFT在近年来也经历过类似的多周横盘整理，然后才实现突破。这种情况发生在关键低点（2023年初）以及接近历史高点（2020年、2021年和2024年两次）的时候。尽管每次情况有所不同，但长期上升趋势中的整合阶段通常会向上突破。最后，MSFT近期的疲软与IGV的强劲表现相结合，导致MSFT/IGV的相对强弱线急剧下滑。从周线图来看，这是MSFT/IGV相对强弱指标在过去10年内的第三次超卖信号。潜在的好消息是：1. 该比率线依然处于长期上升趋势中，2. 前两次的超卖信号出现在相对交易低点附近。换句话说，如果历史可以作为参考，那么MSFT相对于同类股票的相对疲软可能会再次逆转。如果这种情况发生，该股票将成为IGV下一轮上涨的重要推动因素。不仅该ETF创下历史新高，而且是从一个多年的看涨形态中突破而来的。\n\n\r\n            责任编辑：安东","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2483559417"}