Tesla, Nvidia-Led Market Rally Now Pressures Investment Funds To Offload Shares To Avoid US Tax Lawsuits
Tesla, Nvidia-Led Market Rally Now Pressures Investment Funds To Offload Shares To Avoid US Tax Lawsuits
Funds such as Amid a tech-driven stock market surge, major U.S. investment funds are being compelled to sell shares to comply with tax regulations. This move is necessary to prevent breaching rules that mandate diversified portfolios.
在科技驅動的股市飆升中，美國主要投資基金被迫出售股份以遵守稅務法規。這一舉措是爲了防止違反要求進行多元化投資組合的規定。
What Happened: Investment giants like Fidelity and T Rowe Price are selling shares to avoid violating U.S. tax laws. The recent rally in tech stocks has pushed these funds close to exceeding limits set by the Internal Revenue Service (IRS). The IRS requires "regulated investment companies," including mutual funds and ETFs, to keep large holdings under 50% of their portfolios, the Financial Times reported on Friday.
發生了什麼：像富達（Fidelity）和t Rowe Price等投資巨頭正在出售股份，以避免違反美國稅法。科技股最近的漲勢使得這些基金逼近美國國內稅收局（IRS）設定的極限。據《金融時報》週五報道，IRS要求包括共同基金和etf在內的「受監管投資公司」將大部分資產控制在投資組合的50%以下。
This rule, which traditionally affected specialized funds, now impacts even slightly overweight positions due to gains in major U.S. tech stocks. The surge has led to a concentration in the S&P 500, with tech giants like Nvidia Corp. (NASDAQ:NVDA), Apple Inc. (NASDAQ:AAPL), Meta Platforms Inc. (NASDAQ:META), Microsoft Corp. (NASDAQ:MSFT), and Amazon.com Inc. (NASDAQ:AMZN) accounting for nearly 46% of this year's gains. Active fund managers face challenges in outperforming these indices.
這一規定傳統上影響專業基金，現在由於美國主要科技股票的漲幅，甚至影響了略微超重的頭寸。這一漲勢導致標普500指數集中在科技巨頭身上，像英偉達公司（納斯達克：NVDA）、蘋果公司（納斯達克：AAPL）、meta platforms公司（納斯達克：meta）、微軟公司（納斯達克：MSFT）和亞馬遜公司（納斯達克：AMZN）佔據了今年漲幅近46%的市場份額。主動基金經理面臨着在戰勝這些指數上的挑戰。
Funds such as Fidelity's Blue Chip Growth (NASDAQ:FBGRX) and BlackRock's Long-Term US Equity ETF (NASDAQ:BELT) have surpassed the 50% threshold. Although no penalties have been enforced yet, funds must rebalance their portfolios to adhere to IRS rules. The IRS has not commented on individual cases.
像富達藍籌成長基金（納斯達克：FBGRX）和貝萊德長期美國股票etf基金（納斯達克：BELT）等基金已經超過了50%的門檻。儘管目前尚未實施任何處罰，但基金必須重新平衡其投資組合以遵守IRS規定。IRS尚未就具體案例發表評論。
Why It Matters: The tech sector's recent rally, highlighted by Tesla Inc.'s (NASDAQ:TSLA) impressive performance, underscores the volatility and influence of tech stocks on the market. Tesla Inc. experienced an 18% surge following robust quarterly results, marking its best session since March 2021. Despite this, market sentiment remains cautious.
爲什麼重要：科技行業最近的漲勢，特別是特斯拉公司（納斯達克：TSLA）出色的表現，突顯了科技股對市場的波動性和影響力。特斯拉公司在強勁的季度業績後經歷了18%的漲幅，創下自2021年3月以來的最佳表現。儘管如此，市場情緒仍然保持謹慎。
- In Legal Weed State, Woman Faces 30-Year Sentence Over Bong Water: ACLU Steps In
- 在大麻合法化的州，一名女性因爲水煙壺水面臨30年刑期: 美國公民自由聯盟介入
Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
免責聲明：本內容部分使用Benzinga Neuro製作，並由Benzinga編輯審核和發佈。
Image via Pexels
圖片通過Pexels提供
譯文內容由第三人軟體翻譯。
