基金业绩与市场环境 - Sustainable Growth Advisers (SGA) 美国大盘成长策略第三季度总回报率为 -1.3%（毛）和 -1.4%（净）[1] - 同期 Russell 1000 成长指数回报率为 10.5% 标普500指数回报率为 8.1% 基金表现显著落后于基准指数[1] - 第三季度市场风格对基金不利 低质量股票和周期性行业表现更佳 与基金投资高质量成长企业的风格相悖[1] 投资策略与目标 - SGA 的投资目标是投资于高质量成长型企业 预期这些企业能实现持续的中等双位数（mid-teens）盈利增长 并伴有稳定的收入和现金流[1] 英伟达公司表现与数据 - 英伟达是 SGA 美国大盘成长策略在第三季度的持仓亮点之一[2] - 截至2025年12月31日 英伟达股价报收于每股186.50美元 市值为4.53万亿美元[2] - 英伟达过去一个月回报率为1.70% 过去52周股价上涨了34.84%[2] 英伟达业务驱动因素与展望 - 英伟达在第三季度对投资组合业绩做出贡献 主要驱动力是加速计算和人工智能基础设施需求的持续激增[3] - 管理层预计未来人工智能基础设施总支出将达到3至4万亿美元 公司长期前景依然具有吸引力[3] - 预计英伟达未来几年将继续实现两位数（double digit）的收入和盈利增长[3] 英伟达战略举措 - 英伟达宣布向英特尔投资50亿美元 双方将进行联合产品开发 此举旨在加强英伟达的人工智能基础设施平台 并削弱来自云服务提供商定制化项目和AMD的竞争威胁[3] - 季度末 英伟达与OpenAI宣布了一项前所未有的合作协议[3] - 对于与OpenAI的合作 相关财务预测和期望相对保守 因为从资金到商业用例再到最终的收入模式 许多方面尚待验证[3]

Investors and advisors have numerous goals to meet with their portfolios. Some investors full send their portfolios to produce as much capital appreciation as possible. Others, especially those at or near retirement age, look for current income and ballast to steady their financial ships. Almost all investors, however, can benefit from adding tax-exempt munis to their holdings. Tax-exempt ETF options like TAXE, for example, can prove a shrewd addition, especially as one year turns to another. See more: Stag ...

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Sustainable Growth Advisers (SGA), an investment management company, released its third-quarter investor letter for its “U.S. Large Cap Growth Strategy.” A copy of the letter can be downloaded here. The portfolio returned -1.3% (Gross) and -1.4% (Net) in the third quarter, compared to a 10.5% return for the Russell 1000 Growth Index and an 8.1% return for the S&P 500 Index. SGA’s investment objective is to invest in high-quality growth businesses expected to achieve consistent mid-teens earnings growth, acc ...

Sustainable Growth Advisers (SGA), an investment management company, released its third-quarter investor letter for its “U.S. Large Cap Growth Strategy.” A copy of the letter can be downloaded here. The portfolio returned -1.3% (Gross) and -1.4% (Net) in the third quarter, compared to a 10.5% return for the Russell 1000 Growth Index and an 8.1% return for the S&P 500 Index. SGA’s investment objective is to invest in high-quality growth businesses expected to achieve consistent mid-teens earnings growth, acc ...

Despite securing a massive $634 million legal victory against Apple Inc. (NASDAQ:AAPL) , Masimo Corp. (NASDAQ:MASI) is flashing warning signals in its underlying fundamentals.Check out MASI’s stock price here.Fundamentals Under PressureWhile headlines celebrated the patent infringement verdict, exclusive Benzinga Edge’s Stock Rankings data reveals that Masimo's quality score has tumbled to 10.43, placing it in the bottom tier of stocks for operational efficiency.According to Benzinga Edge, the quality score ...

Market Analysis by covering: IONQ Inc, D Wave Quantum Inc. Read 's Market Analysis on Investing.com ...

Zevia PBC ( ZVIA ) is no longer trying to prove that clean-label soda is possible. This debate has been over for a long time. The question today is very much around whether their improving unit economics and expandingI am an independent trader and market analyst with a focused specialization in the micro-cap segment. My investment strategy combines technical analysis with the CAN SLIM methodology, pioneered by William O'Neil, to uncover high-growth companies that are often overlooked by mainstream analysts. ...

Zevia PBC ( ZVIA ) is no longer trying to prove that clean-label soda is possible. This debate has been over for a long time. The question today is very much around whether their improving unit economics and expandingI am an independent trader and market analyst with a focused specialization in the micro-cap segment. My investment strategy combines technical analysis with the CAN SLIM methodology, pioneered by William O'Neil, to uncover high-growth companies that are often overlooked by mainstream analysts. ...

After AppLovin Corp.'s (NASDAQ: APP) share price tumbled more than 35% early last year due to a pending class action lawsuit and to short seller reports, the software company's better-than-expected quarterly reports helped the stock recover. ...