【高盛、摩根大通、淡马锡等2月集体调研A股公司】金十数据3月3日讯,春节以来,海外投资者对A股上市公司的调研热情显著升温。据Wind数据,2月,包括高盛、摩根士丹利、摩根大通、淡马锡、景顺、贝莱德、瑞银等在内的213家外资机构对152家A股上市公司进行了调研。1月,共有180家外资机构调研了124家A股上市公司。2月参与A股调研的外资机构家数和被调研A股上市公司数量分别较1月增长了18%和23%。随着杭州“六小龙”火热出圈,人工智能(AI)和人形机器人概念带动A股科技板块强势上涨。从被调研公司来看,外资机构对AI产业链相关的电气设备、电子元件、集成电路、生物科技等行业的关注度较高。其中,汇川技术、联影医疗、澜起科技、华测检测、奥比中光、雷赛智能、欧陆通等均迎来20家以上外资机构调研。此外,杭州银行、宁波银行、苏州银行等长三角地区城商行也受到外资机构关注。
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