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2023-06-22

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谁是顶流？英伟达比特斯拉更当红！ESG基金也力捧

在ESG基金亏损严重的背景下，今年许多ESG基金开始调整仓位，重仓AI相关个股。虽然英伟达难以和气候变化等议题扯上关系，但不妨碍其成为ESG投资的宠儿。AI炒作下，头部科技股受到热捧。新晋跻身“万亿美

谁是顶流？英伟达比特斯拉更当红！ESG基金也力捧

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男女吧k","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/190087551279272","repostId":2345824730,"repostType":2,"repost":{"id":"2345824730","kind":"news","pubTimestamp":1687432268,"share":"https://www.laohu8.com/m/news/2345824730?lang=&edition=full","pubTime":"2023-06-22 19:11","market":"hk","language":"zh","title":"谁是顶流？英伟达比特斯拉更当红！ESG基金也力捧","url":"https://stock-news.laohu8.com/highlight/detail?id=2345824730","media":"华尔街见闻 ","summary":"在ESG基金亏损严重的背景下，今年许多ESG基金开始调整仓位，重仓AI相关个股。虽然英伟达难以和气候变化等议题扯上关系，但不妨碍其成为ESG投资的宠儿。AI炒作下，头部科技股受到热捧。新晋跻身“万亿美","content":"<html><head></head><body><blockquote><strong>在ESG基金亏损严重的背景下，今年许多ESG基金开始调整仓位，重仓AI相关个股。虽然英伟达难以和气候变化等议题扯上关系，但不妨碍其成为ESG投资的宠儿。</strong></blockquote><p>AI炒作下，头部科技股受到热捧。新晋跻身“万亿美元俱乐部”的<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>，更是史无前例爆红，大批踏空的机构投资者在最近几周争先恐后来追高，包括许多ESG基金。</p><p>彭博数据显示，现在有超过1400家ESG基金直接持股英伟达，还有500家ESG基金间接持有。2023年迄今，英伟达累计上涨约200%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fc905946ee36c5c00bbe83c5c3bad10\" tg-width=\"560\" tg-height=\"240\"/></p><p>ESG基金指的是那些将环保、社会责任、企业治理因素纳入投资决策的基金。通常，这些基金投资的标的集中于绿色能源领域，如<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、维斯塔斯风力等，都是ESG投资者长期钟情的股票。</p><p>作为AI淘金热中的卖铲人，虽然英伟达很难和气候变化之类的议题扯上关系，但这不妨碍它成为ESG投资的宠儿。在一些ESG机构投资者看来，英伟达有着“高水平的ESG披露”和“对地球友好的产品”。</p><p><strong>选择英伟达这样的存在一定争议性的非绿色标的，对ESG基金来说也是一种无奈之举。</strong></p><p>2022年，大多数ESG基金亏损严重，资产规模最大的10家ESG基金都出现两位数的亏损，其中8家跑输标普大盘-14.8%的跌幅，企业ESG债券发行量锐减近1/4。</p><p>晨星公司数据显示，2022年包含股票、债券和其他资产类别的美国ESG基金吸引新资本共计31亿美元，低于2021年的692亿美元。</p><p>在此背景下，今年以来，许多ESG基金开始调整仓位，重仓科技，尤其是AI相关个股。<strong>排名靠前的ESG基金清一色变身AI爱好者，回报率也一改去年的拉胯，头部基金多数超40%。</strong>欧洲，ESG股票基金今年平均受益约12%，超出而斯托克欧洲600指数8%的回报。</p><p>彭博数据显示，今年回报率最高的ESG基金，来自美国<a href=\"https://laohu8.com/S/TROW\">普信集团</a>。其前四大重仓股分别为<a href=\"https://laohu8.com/S/AAPL\">苹果</a>，<a href=\"https://laohu8.com/S/TSM\">台积电</a>，<a href=\"https://laohu8.com/S/MSFT\">微软</a>和英伟达。自12月底以来，该基金收益已经击败97%的同行。</p></body></html>","source":"wallstreetcn","collect":0,"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>谁是顶流？英伟达比特斯拉更当红！ESG基金也力捧</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 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class=\"title\">\n谁是顶流？英伟达比特斯拉更当红！ESG基金也力捧\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-22 19:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3691698><strong>华尔街见闻 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在ESG基金亏损严重的背景下，今年许多ESG基金开始调整仓位，重仓AI相关个股。虽然英伟达难以和气候变化等议题扯上关系，但不妨碍其成为ESG投资的宠儿。AI炒作下，头部科技股受到热捧。新晋跻身“万亿美元俱乐部”的英伟达，更是史无前例爆红，大批踏空的机构投资者在最近几周争先恐后来追高，包括许多ESG基金。彭博数据显示，现在有超过1400家ESG基金直接持股英伟达，还有500家ESG基金间接持有。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3691698\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb0a9aec52a0c11de7309c55fbe6a4ba","relate_stocks":{"BK4529":"IDC概念","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) 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Acc"},"source_url":"https://wallstreetcn.com/articles/3691698","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2345824730","content_text":"在ESG基金亏损严重的背景下，今年许多ESG基金开始调整仓位，重仓AI相关个股。虽然英伟达难以和气候变化等议题扯上关系，但不妨碍其成为ESG投资的宠儿。AI炒作下，头部科技股受到热捧。新晋跻身“万亿美元俱乐部”的英伟达，更是史无前例爆红，大批踏空的机构投资者在最近几周争先恐后来追高，包括许多ESG基金。彭博数据显示，现在有超过1400家ESG基金直接持股英伟达，还有500家ESG基金间接持有。2023年迄今，英伟达累计上涨约200%。ESG基金指的是那些将环保、社会责任、企业治理因素纳入投资决策的基金。通常，这些基金投资的标的集中于绿色能源领域，如特斯拉、维斯塔斯风力等，都是ESG投资者长期钟情的股票。作为AI淘金热中的卖铲人，虽然英伟达很难和气候变化之类的议题扯上关系，但这不妨碍它成为ESG投资的宠儿。在一些ESG机构投资者看来，英伟达有着“高水平的ESG披露”和“对地球友好的产品”。选择英伟达这样的存在一定争议性的非绿色标的，对ESG基金来说也是一种无奈之举。2022年，大多数ESG基金亏损严重，资产规模最大的10家ESG基金都出现两位数的亏损，其中8家跑输标普大盘-14.8%的跌幅，企业ESG债券发行量锐减近1/4。晨星公司数据显示，2022年包含股票、债券和其他资产类别的美国ESG基金吸引新资本共计31亿美元，低于2021年的692亿美元。在此背景下，今年以来，许多ESG基金开始调整仓位，重仓科技，尤其是AI相关个股。排名靠前的ESG基金清一色变身AI爱好者，回报率也一改去年的拉胯，头部基金多数超40%。欧洲，ESG股票基金今年平均受益约12%，超出而斯托克欧洲600指数8%的回报。彭博数据显示，今年回报率最高的ESG基金，来自美国普信集团。其前四大重仓股分别为苹果，台积电，微软和英伟达。自12月底以来，该基金收益已经击败97%的同行。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1064,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":38,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}