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境外投資者湧入中國股票 相關基金大肆吸金數十億美元創下新紀錄 @ 2024-10-08T Back Hot News
Keyword:基金 流入 中金 大行 外資 港股
Concept:主動外資 , 月底外國基金資金顯著流入中國股市主要是受被動型基金推動
中金指,主動外資的後續動向值得關注,不過其持續流入需要更多政策和更為樂觀的預期驅動。截至8月底,全球主動基金配置中資股5%(2021年初高點為14.6%),低配1個百分點。中金測算若從低配轉為標配,對應近400億美元(約3,104億港元)流入,相當於2023年3月以來流出總額。(WL/K)
《大行》中金:主動型外資基金後續動向值得關注 流入需更多政策和更為樂觀預期驅動
《大行》大摩:9月底外國基金資金顯著流入中國股市 主要是受被動型基金推動

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