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Tech boom forces US funds to dump shares to avoid breach of tax rules
科技熱潮下,美國基金被迫拋售部分股票以避免違規

Asset managers including Fidelity and T Rowe Price are bumping up against limits on size of large holdings
在今年股市漲勢一邊倒的情況下,這些基金面臨著要求其保持投資組合多樣化的嚴格限制。
Just five large companies, Nvidia, Apple, Meta, Microsoft and Amazon, have contributed about 46% of the year-to-date gains for the S&P 500

Large investment funds run by firms such as Fidelity and T Rowe Price are being forced to offload shares to avoid getting into trouble with the US tax authorities, as this year’s lopsided stock market rally has pushed them up against strict limits requiring them to maintain diversified portfolios.

富達(Fidelity)和T Rowe Price等公司經營的大型投資基金正被迫拋售股票,以免惹上美國稅務部門的麻煩,因爲今年股市的漲勢一邊倒,使這些基金面臨著要求其保持投資組合多樣化的嚴格限制。

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