《大行》大摩：主动型净长仓基金4月减少出售中国股票腾讯、美团及比亚迪获加仓

阿斯达克财经05-06

大摩发表中国量化策略报告，指MSCI中国指数4月升6.6%，但EPFR数据反映主动型净长仓基金上月属市场净卖家，再售出23亿美元股份。基金赎回仍持续，但减持中国股票情况见减少，因基金经理减少出售中资股，同时更多减持其他市场股票。该行称，其仓位及资金流监测显示外资净长仓基金并非近期内地及本港股市转强的唯一推动力。该行相信对冲基金及量化基金亦属主要买家。大摩留意到，在全球、新兴市场及日本除外的主动型...

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《大行》大摩：主动型净长仓基金4月减少出售中国股票 腾讯、美团及比亚迪获加仓

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《大行》大摩：主动型净长仓基金4月减少出售中国股票腾讯、美团及比亚迪获加仓