高盛机构经纪报告：对冲基金大举买入中国股票，押注新刺激计划能奏效
对冲基金争相买入中国股票，押注中国新的刺激计划能够提振这个世界第二大经济体的增长。
高盛集团机构经纪部门报告显示，中国股市周二录得2021年3月以来最大单日净买入，为过去十年内次高水平。买盘几乎完全是由增持多头头寸的投资者所主导。虽然基金全线买入各类中国股票，但以A股为主，H股次之。
高盛
中国央行宣布一系列提振经济、楼市和股市的措施之后，中国股市周二大涨，沪深300指数和上证综指双双涨逾4%。
通过期权流入中国股票的资金也出现了增加。高盛的数据显示， 中国大盘股ETF-iShares(FXI)看涨期权未平仓合约增加约58万张，增量创十年来最大。
然而，周三股市涨势失去了动力。高盛策略师刘劲津等人表示，中国的货币刺激措施足以催生又一轮政策推动型反弹，但“可能不足以从根本上扭转局面”。
高盛
文章源自Bloomberg《Hedge Funds Snap Up Chinese Equities on Stimulus Optimism》
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