高盛：谁在一直买入？
中国银行·2024-05-08 03:53
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 What You Need to Know I Who's Buying China FICC and Equities | 6 May 2024 | 12:20AM UTC Two weekends ago, I woke up on Saturday morning to over half a dozen requests to talk about China before the Labor Day holidays. This weekend, I woke up to a number of clients asking if this China rally is real, if so, who is buying. To answer the first question, YES, this rally is real. I have been hypothesizing since March that the second quarter would bring the 2024 highs for China and that ...