基金经理观察_资金流动悖论

Asia Pacific Equity Research 26 August 2025 J P M O R G A N Fund Manager Radar The Flow Paradox Australia Australia Equity Strategy Jason Steed AC (61-2) 9003-8609 jason.h.steed@jpmorgan.com Roisin Kiernan roisin.kiernan@jpmorgan.com J.P. Morgan Securities Australia Limited Performance of Love Index movers | STOCK | Jul-25 REL | 3M REL | | --- | --- | --- | | POSITIVE MOVERS | | | | ORI | 7.3% | 10.1% | | COH | 3.7% | 13.7% | | GMG | 0.4% | 3.2% | | SCG | 3.0% | -1.5% | | S32 | -1.3% | -7.3% | | NEGATIVE MO ...