【美国的资本集团加仓中国旅游公司和地产物业公司】金十数据12月31日讯,来自港交所披露易的信息显示,近期,万亿美元资产管理巨头资本集团加仓中国旅游公司和地产物业公司,押注经济进一步反弹带来的投资机遇。此外,资本集团旗下首只亚洲旗舰基金重仓中国的互联网企业。中国是该基金的第一大重仓市场。10月以来,资本集团加仓了华住集团。11月以来,资本集团多次加仓保利物业。进入12月,资本集团亦加仓港股半导体龙头ASM太平洋科技有限公司。10月以来,资本集团亦调整了持仓中的部分股票,减持了再鼎医药、百济神州、中国中免等股票。资料显示,资本集团总部位于美国洛杉矶,最新管理规模约为2.7万亿美元。
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