暂无分析数据
中国市场持续吸引外资大力买入。据高盛集团Prime Brokerage数据，全球对冲基金正以6月底以来最快速度增持中国股票。
高盛分析师指出，此次股票买入主要由多头驱动，其次为做空回补，二者比例约9:1。8月以来，中国成为高盛Prime业务中净买入最多的市场 。
高盛的Prime服务面向对冲基金及其他机构交易者。当前，其该业务客户里，对冲基金对中国市场配置较MSCI世界指数超配4.9%，中国股票占总头寸5.8%、净头寸7.3% 。
单只股票与宏观策略产品均录得净买入，分别占净买入总额58%和42%，凸显全球投资机构对中国市场的整体乐观。
高盛研报称，6 – 7月较长盘整后，MSCI中国指数与沪深300指数分别升至近4年高点与年内新高À..关税不确定性缓和、二季度经济数据超预期、“反内卷”政策发力、香港IPO市场回温及资金强劲流入等 。
The complete content requires login
You can view the full content after logging in. If you don't have an account, please register first.
This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
