感谢大家参加本次会议 本次电话会议仅服务于长江证券研究所白名单客户未经长江证券事先书面许可任何机构或个人不得以任何形式对外公布、复制、刊载、转载、转发、引用本次会议相关内容否则由此造成的一切后果及法律责任由该机构或个人承担长江证券保留追究其法律责任的权利 各位投资者大家晚上好我是长江进攻的研究员刘胜利今天给大家汇报的内容的话是我们最新出的这样一篇报告外资策略从北上到QFI然后这个是我们机构持仓系列研究的第16篇报告就主要从外资的角度来去讨论机构持仓以及怎么样去构建策略的这样一个问题首先来说一下我们的这样的一个 外资的一个背景其实外资的话政策这一端一直都是在做一些强有力的支持就因为他一方面是能够给A股市场带来一些增长刺激另外一方面的话其实一般来讲也是偏具有这样的一个长期属性然后政策这两年的话其实也都在是大力的去支持这样的一个吸引外资的一个投资然后的话我们来看一下 不同的市场它的这样的一个海外投资者这样一个表现首先的话我们是基于美联储的数据来看到美股的这样的一个外资的一个占比从2023年底的就是美股总市值来看的话 海外投资者占比大概是占了17.33%仅次于公募基金的17.67%也在某种程度上意味着其实外资的占比还 ...

更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 外资策略: 从北上到 QFII 20240613 摘要 外资对 A 股市场具有显著影响，近年来政策大力支持吸引外资投资，以增强市场活力和 govinus987 稳定性。截至 2024 年一季度，境外机构和个人持有 A 股市值规模为 2.8 万亿元%6整 • 个 A 股总市值的 3.17%,其中北上资金为 2.12万亿元,占整个 A 股总市值的2.41%。 • 外资进入 A 股市场主要通过 QFII、RQFII、战略投资者和互联互通机制三种模式。北上 资金是目前主要形式,但由于账户名称统一为中央结算所账户,难以区分真实外资比例, 且部分内资可能通过绕道港股进行 A 股投资 。g870 北上资金在行业偏好上主要集中于食品'橄榄'、新能源、医药、银行、家电和电子，风格 • 偏好大盘蓝筹及高市值股票。自:2024年5月13日起,北上资金实时交易数据不再披露, 这将使得高频数据获取变得困难,对以资金流为刻画的数据分析产生较大影响。 QFII 持仓数据主要来源于上市公司的十大流通股东名单,通过关键词识别方法进行匹 配。QFI 重仓股票数量不断增加,但重仓市值从 2 ...

TO THE MEMBER ASSOCIATIONS OF FIFA Circular no. 1889 Zurich, 7 June 2024 Amendments to the FIFA Statutes, the Regulations Governing the Application of the Statutes and the Standing Orders of the Congress Dear Sir or Madam, The 74th FIFA Congress held in Bangkok on 17 May 2024 approved amendments to the FIFA Statutes, the Regulations Governing the Application of the Statutes and the Standing Orders of the Congress as proposed and shared with the member associations per circular no. 1882. Those amendments ali ...

REGULATIONS on the Status and Transfer of Players JUNE 2024 Fédération Internationale de Football Association President: Gianni Infantino Secretary General: Mattias Grafström Address: FIFA FIFA-Strasse 20 P.O. Box 8044 Zurich Switzerland Telephone: +41 (0)43 222 7777 Internet: FIFA.com 3 TABLE OF CONTENTS DEFINITIONS 6 01. INTRODUCTORY PROVISION 12 1. Scope 13 02. STATUS OF PLAYERS 15 2. Status of players: amateur and professional players 16 3. Reacquisition of amateur status 16 4. Termination of activity 1 ...

Explanatory Note on New Provisions in the Regulations on the Status and Transfer of Players Regarding Female Players Minimum Labour Conditions for Female Players – 2024 Introduction As part of FIFA’s commitment to constantly adapt the regulatory framework to the reality of football and the transfer system, the FIFA Council agreed to mandate the FIFA administration to undertake a detailed assessment of the minimum labour conditions regarding pregnancy and maternity for profession ...

Explanatory Note on Annexe 7 to the Regulations on the Status and Transfer of Players June 2024 Introduction As a consequence of the military invasion of Ukraine by Russian armed forces, FIFA decided to urgently address these extraordinary and unforeseen circumstances in March 2022. In the context of this complex and urgent situation, after a consultation process involving the key football stakeholders, the Bureau of the FIFA Council adopted regulatory measures to provide urgent legal certainty and clarity ...

FIFA STATUTES Regulations Governing SUB HEADER TO GO HERE the Application of the Statutes Publication title over Standing Orders two lines maximum of the Congress MAY 2024 EDITION MONTH YEAR TABLE OF CONTENTS 3 Definitions 8 FIFA STATUTES 10 I. General provisions 11 1. Name and headquarters 11 2. Objectives 11 3. Human rights 12 4. Non-discrimination, equality and neutrality 12 5. Promoting friendly relations 12 6. Players 12 II. Membership 13 7. Laws of t ...

FIFA President’s Address Queen Sirikit National Convention Center, Bangkok, Thailand Friday, 17 May 2024 FIFA President’s Address 1: Welcome Football Unites the World is our theme. Let’s start with agenda item number 1. The welcome. So, sawadee ka - means hello in Thai, I’m told. Correct? Yeah? Hello everyone. Good morning, everyone, welcome everyone, all the delegates, the presidents, the vice-presidents of FIFA, (FIFA) Council members, confederation representatives, guests, members of the media. Welcome t ...