· 个股论点
我确信机构已经知道 $NBIS 正在蓄势成为下一个超大规模云服务商(hyperscaler)。 从13F文件来看，我们的机构持股比例从上季度的38%上升到了本季度的44%。 现在根据彭博终端(Bloomberg terminal)数据，$NBIS 的机构持股比例已达到48.8%-50.42%（鉴于昨日纳入MSCI指数+未来一两周更多资金流入，实际比例可能更高）。 正如我之前在 $HOOD 的案例中所说，对于这类优质公司，机构往往会在迎来大幅拉升前，先积累到55-75%这一“甜蜜点”的持股比例。 机构正在通过暗池(dark pools)买入散户的投降筹码。
Pretty sure institutions know $NBIS is gearing up to become the next hyperscaler. We went from 38% institutional ownership last quarter to 44% this quarter from 13F filings. Now from Bloomberg terminal data, we're now at 48.8%-50.42% institutional ownership of $NBIS (with likely more after MSCI inclusion yesterday + more inflows the next week or two). As I said before with good companies like $HOOD, institutions tend to acquire that 55-75% sweet spot before having massive ramps up. Institutions are buying retail capitulation, but just through dark pools.