[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio88da7651":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio88da7651","德银Q3大举买入AI中游应用股：三大云巨头获加仓，Palantir(PLTR)与赛富时(CRM)等亦获青睐","\u002Fdoc\u002Fdcio88da7651","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，根据美国证监会(SEC)披露，德意志银行(DB)递交了截止至2026年9月30日的三季度持仓报告(13F)。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>据统计，德意志银行三季度持仓总市值达3620亿美元，上一季度总市值为3440亿美元，环比增长5.23%。德意志银行在三季度的持仓组合中新增了108只个股，增持了1150只个股。同时，德意志银行还减持了2213只个股并清仓了186只个股。其中前十大持仓标的占总市值的28.29%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>在前十大重仓股中英伟达(NVDA) 位列第一，持仓9146.2万股，持仓市值约 208.88 亿美元，占投资组合比重为 5.76%(上季度为 5.34%)。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>微软(MSFT) 位列第二，持仓3479.6万股，持仓市值约 178.47亿美元，占投资组合比重为 4.93%(上季度为 3.53%)。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>苹果(AAPL) 位列第三，持仓4643.1万股，持仓市值约154.62亿美元，占投资组合比重为 4.27%(上季度为 3.97%)。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>谷歌(GOOGL) 位列第四，持仓3095.9万股，持仓市值约 106.5 亿美元，占投资组合比重为 2.94%(上季度为 3.17%)。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>亚马逊(AMZN) 位列第五，持仓3680.6万股，持仓市值约 91.7亿美元，占投资组合比重为 2.53%(上季度为 2.44%)。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>谷歌-C(GOOG) 、Meta Platforms(META)、AMD(AMD)、美光科技(MU)和博通(AVGO)分列第六至第十。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>从持仓比例变化来看，前五大买入标的分别是微软(MSFT)、AMD(AMD)、Palantir(PLTR)、Crowdstrike(CRWD)、赛富时(CRM)。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>前五大卖出标的分别是应用材料(AMAT)、英特尔(INTC)、阿斯利康(AZN)、希捷科技(STX)、强生(JNJ)。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>从持仓偏好来看，IT类、金融类、通讯类相关个股位列前三，占总持仓的比例分别为31.16%、13.31%以及9.73%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>值得注意的是，除了以上主要买入标的，德银在三季度还加仓了Palo Alto Networks(PANW)和Arista Networks(ANET)等AI产业下游云服务企业。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>而在减仓方面，德银抛售了一些主要的AI芯片硬件股，包括英伟达(NVDA)、英特尔(INTC)、应用材料(AMAT)、思科(CSCO)、希捷(STX)与闪迪(SNDK)等。此外，德银还减持了1050万股自家个股，持仓比例从0.75%下降至0.66%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":71,"summaryHtml":76,"aboutTitle":77,"aboutHtml":78,"copyrightHtml":79},[44,47,50,53,56,59,62,65,68],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fvip",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"AI智能体","\u002FAiAgent",{"label":60,"url":61},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":63,"url":64},"美股课程","\u002Fcol\u002Fvideos",{"label":66,"url":67},"免责声明","\u002Fdisclaimer",{"label":69,"url":70},"联系我们","\u002FContactUs",[72,73,74,75],"\u002Fimages\u002Ffooter\u002Ffooter-1-wechat.gif?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-2-telegram.png?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-3-whatsapp.png?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-4-line.png?v=20260930c","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]