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淪為價值股的中國科技股現在值得一投嗎? @ 2024-04-04T08: Back Hot News
Keyword:中國
Concept:中國科技股投資 , 全球資金加速回流大陸
據匯豐控股,超過90%的新興市場基金正在加碼中國大陸股份,而這在過去是低配,另一方面又減持印度股票。全球投資者3月份連續第二個月通過中國內地與香港的聯通機制淨買入內地股票,上一次出現這種情況是在6月和7月。
根據彭博匯編數據,MSCI中國指數和MSCI印度指數的關聯度上周跌破2022年創下的歷史低點。自2月份以來,在中國大陸政府刺激措施的推動下,MSCI中國指數的漲幅是印度指數的兩倍多,後者的漲勢因估值擔憂而降溫。

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