美银：关于中国的八个客户问题
中国饭店协会酒店&蓝豆云·2024-10-07 16:08
China: 8 client questions on China rally | --- | --- | |----------------------------------|-------| | | | | BofA SECURITIES ' BofA Insight | | | MEGA – APAC | | | Global Equity Execution Services | | Sales Commentary not Research 1. Has the China underweight been closed? It will be hard to quantify until we get mutual fund holdings data for Sep/Oct, but if our platform flows are any guide, positioning is starting to look quite full. Long-onlies have net bought US$ 3.4bn over the past two weeks, a similar am ...