就在上周四还在获利了结的对冲基金,周五就又开始买入阿里巴巴股票,这种反复无常的操作反映出外资对中国市场的态度正在发生微妙变化。 美银证券在2月24日的报告中表示,与新加坡与投资者的交流后发现,许多长期投资者正被迫参与这场“痛苦交易”,减少对中国股票的低配仓位。这与2023年形成鲜明对比,当时资金流出压制了中国股票的基本面表现。 美银表示,一名新加坡资管巨头坦言,现在做空中国比做多更需要勇气。美国...
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