智通财经APP获悉,摩根士丹利发布研报称,经历三个月的资金流出后,中国股市于2月再次迎来外资净流入,涉及38亿美元,主要由被动型基金流入50亿美元所推动,但与去年10月的涨势相比流入规模较温和,期内外资主动型基金流出金额为12亿美元,流出速度较1月的17亿美元放缓。
大摩认为,与去年9月底上一轮资金流转向相比,此轮被动型基金流入更集中于与人工智能及科技相关的行业,因此规模并不显著,年初至今最受外资基金追捧的包括美团-W(03690)、建设银行(00939)、携程集团-S(09961)及中国财险(02328),减持最多则为贵州茅台(600519.SH)和美的集团(000333.SZ,00300)。
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