주식/증권
➡️ 중립
Nvidia or Sandisk? BofA reveals which stock is under-owned and which is crowded
요약
Investing.com -- Mega-cap technology stocks remain under-owned by active institutional investors relative to their weighting in the S&P 500, and that gap widened in the second quarter, according to Morgan Stanley’s latest large-cap institutional ownership tracker. The analysis covers 28 large-cap technology companies within Morgan Stanley’s U.S. technology equity research coverage.