据证券时报,富达国际的基金经理George Efstathopoulos在最新的讲话中表示,他上周对中国A股进行了新的押注。现在中国股票的仓位已经回到“3%—3.5%”的水平。值得一提的是,在今年9月份,Efstathopoulos通过押注港股市场盈利颇丰,其最新的加仓动作是转向中国内地上市的中盘股,重点关注中证500指数。Efstathopoulos表示,他看好中国的财政刺激政策能够支撑经济温和增长,同时国内股票面对地缘问题的“免疫力更强”,中盘股将会更多地受益于刺激措施,中证500指数可能会成为最大赢家。
(文章来源:南方财经网)
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