9月26日早盘,中国大盘股ETF-iShares(FXI)盘前大涨8.53%,主要是受到近期重要机构投资者看多中国股市,以及对未来中国经济政策乐观的预期所推动。
据报道,亿万富翁投资者David Tepper近期大举买入中国相关股票,并透露可能将持有中国股票的上限提高一倍。Tepper认为中国股市非常便宜,在美联储降息后中国或将进一步放松货币政策,为中国股市带来良机。他表示"你看这些大盘股的市盈率都是个位数,但增长率却是两位数,与标普500指数20多倍的市盈率形成鲜明对比。"
与此同时,市场也对中国政府有望推出新一轮刺激经济增长的政策持乐观预期。高盛报告显示,中国股市于本周二出现近10年来第二大规模的资金净流入,对冲基金和机构大举买入FXI看涨期权,抢先布局。分析人士认为,新一轮刺激政策虽无法彻底扭转中国经济颓势,但或将推动新一轮政策性反弹行情。
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