外资如何看中国互联网大厂?瑞银:欧洲和新兴市场长期基金已转向轻微超配,对冲基金活跃,阿里最受关注

华尔街见闻
07 Mar

随着政策环境的逐步明朗,以及生成式人工智能等新技术的崛起,外资对中国互联网巨头的兴趣正在重新升温。 瑞银最新发布的研报显示,欧洲和新兴市场的长期基金已转向轻微超配中国互联网板块,而对冲基金也积极参与其中。其中,阿里巴巴成为最受关注的标的。 三大因素支撑外资信心 瑞银的Kenneth Fong分析师团队在最新报告中指出,外资对中国互联网巨头的态度正在变得更加积极,主要原因有三: 首先,国内政策近期...

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