外资流入中国股市

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今夜,见证历史!中国资产,大爆发!
券商中国· 2025-08-13 16:07
中国资产全线爆发。 13日晚间,美股开盘后,中国资产集体走强,纳斯达克中国金龙指数一度涨超2.3%,三倍做多富时中国ETF 大涨超8%,两倍做多中国互联网股票大涨超7%,热门中概股全线大涨。 目前外资正加速流入中国股票市场。摩根士丹利在最新发布的报告中表示,在全球多头基金连续两个月净买入 中国股票之后,预计重返中国股市的趋势将"更为强劲"。 另外,受美联储降息预期持续升温的刺激,投资者大举做多风险资产,全球股市大涨,MSCI全球国家指数创 出历史新高,纳指、标普500指数盘中也创出历史新高,欧洲股市亦全线拉升。 中国资产爆发 北京时间8月13日晚间,美股开盘后,中国资产全线爆发,纳斯达克中国金龙指数一度大涨超2.3%,三倍做多 富时中国ETF大涨超8%,两倍做多中国互联网股票大涨超7%,中国海外互联网ETF、中国科技ETF均涨超 3%。 中概股全线走强,截至发稿,e家快服、比特起源暴涨超27%,小牛电动涨超10%,哔哩哔哩、小马智行涨超 6%,富途控股、老虎证券涨超5%,爱奇艺、携程、百济神州和黄医药涨超4%,阿里巴巴、网易、百度、唯 品会、金山云涨超3%,腾讯音乐、贝壳、理想汽车、蔚来、好未来等涨超2%。 ...
某“基金一哥”因风格漂移未获评级?
Sou Hu Cai Jing· 2025-05-26 09:11
Group 1: Fund Manager Dynamics - A well-known 'fund king' has never received a rating from Jinan due to significant style drift, operating open-end funds like closed-end funds, raising industry concerns [1] Group 2: Market Insights - Goldman Sachs' chief China equity strategist Liu Jinjun and his team support an overweight stance on the Chinese stock market, citing potential resilience in the RMB exchange rate and an expected moderate improvement in corporate earnings [2] - The first batch of innovative floating-rate funds will start selling on May 27, with most products expected to close fundraising in June [3] - Credit bond ETFs are set to officially implement a pledge-style repurchase business, with several public fund institutions' credit bond ETFs meeting the necessary conditions [4] Group 3: Banking Sector - With domestic deposit rates declining, over 70% of A-share listed banks have a dividend yield exceeding 4%, and some banks have yields surpassing 8%, making bank stocks more attractive than traditional savings [5] Group 4: New Fund Launches - 15 new public funds were launched, with over 70% being equity funds, primarily index funds, covering various sectors including fintech, internet, pharmaceuticals, and consumer goods [6] Group 5: ETF Market Performance - A-shares experienced a collective adjustment, with the Shanghai Composite Index down 0.05%, Shenzhen Component down 0.41%, and ChiNext down 0.80%, while the Northbound 50 Index rose 1.94% [7] - The total market turnover was 10,339 billion, a decrease of 1,487 billion from the previous day, with nearly 3,800 stocks rising [7] - The gaming sector saw strong performance, with multiple gaming ETFs rising between 2.93% and 2.96% [9] Group 6: Hong Kong Market Trends - Hong Kong automotive stocks experienced a pullback, with the Hong Kong Stock Connect automotive ETF down 4.38% and the Hong Kong automotive ETF down 4.31% [11]