全球股票布局：资金转向亚洲市场-Global Positioning in Stocks_ Rotation to Asia

Accessible version Last month, long-only funds' largest share purchases globally were TSMC, Rocket Companies, Apple, Tencent, and Robinhood Markets. In contrast, funds selling was for Meta, Naspers, NVIDIA, SanDisk, and JPMorgan Chase. The most well held stocks globally by long-only funds are TSMC (91%), SRM (88%), Microsoft (84%), NVIDIA (73%), Amazon (73%), and Tencent (72%). Crowded Positives and Crowded Negatives Analysis shows "Crowded Positives" (high ownership + positive Triple Momentum) tend to outp ...