桥水基金（Bridgewater Associates）在2025年取得了令人瞩目的业绩，其中国境内基金回报率高达45%，大幅跑赢市场基准。基于企业盈利预期的改善以及政策环境的支持，这家资产管理巨头维持对中国资产的看涨立场，认为中国股市目前仍具吸引力。据彭博21日看到的一份致投资者信函显示，桥水旗下的境内“全天候增强型”基金（All Weather Plus）仅在第四季度就上涨了9.1%，推动全年...
Source Link桥水基金（Bridgewater Associates）在2025年取得了令人瞩目的业绩，其中国境内基金回报率高达45%，大幅跑赢市场基准。基于企业盈利预期的改善以及政策环境的支持，这家资产管理巨头维持对中国资产的看涨立场，认为中国股市目前仍具吸引力。据彭博21日看到的一份致投资者信函显示，桥水旗下的境内“全天候增强型”基金（All Weather Plus）仅在第四季度就上涨了9.1%，推动全年...
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