瑞银：中国股票策略-2025Q1投资者持仓情况更新-投资者整体低配程度有所减轻
2025-05-12 01:48
ab 9 May 2025 Global Research China Equity Strategy 1Q25 investor positioning update - investors turned less underweight overall Divergent views among Asia/Global/EM mandated funds International investors have reduced their China underweight position from -1.9% to - 1.5% in 1Q25 likely cheered by the DeepSeek launch. Interestingly, Asia-mandated funds turned overweight (from underweight previously) and global funds reduced their underweight position, while EM funds have maintained their underweight position ...